SHARP Shelter Housing Aid and Research Project Annual Report & Accounts 2024 r*tr•Uon m¥nb•r02516017 (Entsnd •nd W•lMJ SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD ANNUAL REPORT AND UNAUDITED FINANCIAL sfATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICEsfER) LTD LEGAL AND ADMINisfRATIVE INFORPJIATION Fruer Robson Jane TaWor Andrew Morfey Kaseem Chaudry Junald Rafiq Vlndhanl Laura Hancox Maffjdret ftoblnson Feroll Narn (Appdnted 28 May 2024) Brdzler Davld Brnzler Marn Forana ExecLrtlve Ad¥lser Senlor Cas8 Worker& Projert Lead Chlrttynwib IIX)0515 Comp•ty Nmb•r 02516047 Prln*l 13 Weiford Road L¢lGester LE2 7AD 13 Welford R¢xd Lelcest•r LE2 7AD Ind•p•ndrt •x•rnlMr Thomas Mayfteld &4 FCA Mayfield & Co 2 Merus Court M•rldl•n Buslnejs Park Lelcester LEtsi HSBC 8ank 2 TO 6 Gall(Tr¥treeG*• Lekester LEI IDA so1￿0 Knws PIC 34 Pockllnitons Walk LEI SBU sfrtELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD copirEP 50th Annh%￿ary. Spechl ReF¥Jrt Independent wmlnerfs report ID Statement of flftanclal acthiltl li 8414nce sheqt 12 Notss to the flnanckl statsments 13-23 SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfERJ LTD TRusfEES REpoKf (INCWDING DIRECTORS, REPORT) FOR niE YEAR ENDED 31 MARCH 2024 Thq trustees present thelronnu•l report and flnanc]al ststementsforthe ￿ar￿nded 31 Math 20 The flnanclal ststsments have beeft In accordanc• *lth th• accountlni pollcles set out In n*Jt• I to the flNncl•l 5tstements ènd cofflpty wlth the charlvs 8overnln8 documenL the Complnles Act 2006 ind "Acrourtln8 and R•portfn8 by Charftles: Ststement ol Recommended Practl¢e appllcable to charltles Fnparlng thelr accounts In accordance wlth the Flnanclal Reportln8 Stsndard appllcable In the UK and Republlc of Ireland IFRS 102r l*s 4mended for accountlnB perfods commenclnifrom l Jinu•ry20161 Objqrtlbw •nd •ctl¥lU Thè obJo¢ts of th• Charl￿ prfnclpal actMtteJ and oryan15atlon Qfotsr￿r The abjects of SHARP are Is fdiows: . To prwent and relle¥e hirdshlp •nd dtrtrw arnoni pe￿anS who are h¢)melessand/or I￿rni lft adve￿ housln8 condRlans. b. To pmmote research about housln8 cMdttlon4 housln8 probl•rn Ind the drcumstances of persons who Ire hom•les5 andl or Ilvln8 In a¢fvern• hol￿1n￿ condltlons, andthe dlss•Trlnatlon af ￿ u*fvl results of such rèsearch. ¢. Ag long as Shelw IN*tlan•l Campakn for th• Homol•sFI rem•lns establlshed for charftsble Purp￿ under the Low of En8t•nd and W41es, to advance, support•nd promote the charttable work thereof. d. Genernltyta advance educatlorn rellm P0￿rtY ind further other charltable purpow beneftcl•l to the communlty. SHARYS vlslon Is that •very person wlll haw a &cert saf• and afftirrlable plac• to I￿. The trustees have pald dui reprd to guld•nce15gued by th• Chdty Commlsslon In decldtn8 what acthitles the charfty should undertok*. The Shelter Houslnl Adylce and Aesearch ProJort (Lelcesterl, knavm ￿ SHARP, was Éstabllshd •$ an Indewnd•nt ¢h•rStable trurt ￿ member5 of the Lelcthrsholtsr Group In 1974. It was Incorporntsd as a Company Ilmlted bywarantee In 1990. 2024 rs therefore uur SQth annIve￿ary. Thts In ttself Ig a very conslderdble achlevement. 20 years ago there were Independent Hauilng Advlce Centr•s opernttng In Brfihton, Derby, Gloucester. Klfklees, Lelcester Oxford, North Yorkshlre, NOttI￿h4rn and Taunton. Desplte Incrnaslng houslng ne•d ¢)nty 8rl8hton, Klrklees And Lelce5ter havé befjn able to sustsln themselves. We are v8ry proud of the contlnuous servlce w• have been abk to prtylde to tho people of Lel¢•#er, Lelce5t•rshlre, and Rutland for the last SO y4ar5. In warkln8 tryMrds ]ts owcts SHARP und•thkn5 thrne maln t￿ ul•ctf¥lty. Flrt and foremos¢ we piThide hoLwlnB idvlce to peoe who are homelem or poorfy houxd. Thts Indudes the prtylslon of Informatlon, advlce, prnctk•l a￿[stance, and a&ocary to penons In need. Thfs Jervlce ts d¢sF8nfjd to prevent Feople from beccmln8 homeless. If this15 not PQSslble, we •lffl tg help people tc find another homv. Slnce Ocrober 2013 we have r•corded and monltored thb acttvlty u51ng a vR&based casework man48ement prr4ramme called 'AdvlrfrPrD'. Thb pro8ramme h15 been desllned by Ath•lce UK the nitlonal umbrnlla bth for athrfce servlce pr￿Ider& SHARP Is 4 memtw OF Ad¥ke UK. 'Ath41ce4ro' Is ￿Ula￿¥ updated and lsfvllycompllort wlth the requlrnmerts ofth• General LYat¥ Prot•ctbn1kn8uhtlon& Durfn8 the coutse of 202¥24 wern able to P￿Ide thfs servlc4 to 565 now cl*nts. In the pr￿lOuS ye•r w*re •blo to prnlde our 5er¥lce to 551 new cllerts. Thts mthrt InErvaw In th• number of n•w cliants w• able to h•lp roflqcts tho contlnuTty of the Serv1￿ wo are ableto provld•. New ￿l￿ts seen In 2013124 cantlnued to present a ran8• of 411 too famlli•r Housln8 Problems. Suth problem5 as EVICt￿rr$. Hom•iessnesJ: Overcrowdln& DlsrEpalt: Relattonshlp Breahjown Ilndudlnghrtoo morry Instanc￿ of Domestk Vlolonce): and all types of H¢￿InE Problem r41ated to knv Incomo •nd Ilkhe•lth. The hlBher prevalence of mentsl 111.h•alth noted In our nual Reportfor 2022 has Cont[n￿d ffir slnco. SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD TRUSTEES REPORT (INCLUDING DIREcfoRS' REPORT) (CONllNUED) FOR THE YEAR ENDED 31 MARCH 2024 ApprnclaUn8 the 5calo of the problem relthd to mantsl 111-ho•tth In •irly 2021 SHARP souqht addlttonal fundln8 to try ta addréss thls need. Fortunately our applkauoft to the Carlton Hayes Mentsl Health charRy w45 succe&5ful. In November 2021, our new part-urffl Mental Health Support Worker commenced work wlth aur ¢llents. Th15 POSt was knded for Unfortunatsly thls funding was not rnnawed. Hiyrn?r d•splte thls dtsaF¥olntm•n¢ SHARP has •ble to secure wln8 mentsl health sUPPOrt forourcllent Thls support fs nchv belng provlded by a￿an￿Ment wlth The Olfve another Lelcéster based chirty (r￿stered charlty number 1181558). Furthemiere the transfer of 5ervlce provlslon wa5 S￿MIess. The mentsl health 5UPPOIt worker employed SHARP unttl N¢)￿Mber 2023 was ernployéd ￿ the Ojhe Tnst In thg Jarne role and wlth the saftw dlent group wlth effert fffjm December 2023. It help5 ofc¢)ur5e tofadlltate thlj partnershlp thatth• two C￿rttkn have 50rn•trustees In common. The t2*-rtudles below Illustrate thè klnd of appalllng housln8 condttlons thrtSHARP cllents all too often expèrtence. th¢ oroundfvorfvt 7he Coundl trmpomrty housed the week% hoteL 11¢￿*r, afvr exi thefvt hd not drled ou4 om the oll thelr dothlw ¢vfg# sette4 cl￿£ toys rt w¢re Alff wrlffjlry ttsyt. r dlre. Thi ehlhlren and tllmt hqd fto dry cknthlnth the ekrtrfu ofid hod Ixeft ¢wn¢d Afvr severnl Please note that In these caseLStudI•s the nama of tha dl•nt has baqn chan88d. Secondly, SHARP p￿[dIS freo Infonnatlon obDUt homeles5nfj98, housln8 condldr•ns and tha vffjrk of SPIARP to m•mb•r5 *Jf the publlL For we can thort prnJ•ntatlons concernlnl I￿ne[e￿WS to vjrfow churrh and communlty graups and 0￿r tralnln8 se5s1on5 to l¢xal a8encle5. FUrthern￿r? wfth the 15slstsnce of Nvlunteern, SHARP has, for example. cortlnued to prnvlde up to dats Informttlon about a wlde varw of toplc& In¢ludln8 Ilsts of HoY(81g, Hou51n¥ Ms¢claWons Prfvate Rerted 5e(tor &ndlord5. and places whre food be obt•lnqd fre• of chir8e by homel•ss P•Dple. 2023124 contlnulni Improvemèrts In both the qu4nUty Ind q￿lIty of the Ihformatfon avallable on our webslts Jee... h￿￿/ lek•#ershelternry.uV. We have also establlshod a rnuch yeat•r Presen￿ on TtkToK and on X ffom*rly Twttter) u51w these Sodal Medla to dlss•mlnat• lrforniatkn al)out ￿Rp and Indeed •bout homelessnem more ynerdlly. For uampl• our post on Ttkrokabout h(sWto prfjvent mauld irKI d•mp his been v*w•d on o¥er3(KKlCcra￿onS. Thlrdly, 5WRP his been funded ￿ th• Natlonal Lott•ryto de￿loP a bylurteer cohLrt supportln8 peopl•. many of whom 4r0 ex4ervlce users tc learn Ilfe and ¥ootlonal sklll% Thls has tho dual benefft of Increaslni the volume of the th thlt SHARP n do, whllst slmulthneo* Improvlni the coftfiden￿ •nd empboblllty of of Its bdunto0￿ Th15 pro8rnmm• comrnenced In Au8u* 2019, was su5p•fKled dUrt￿ the 'lockdovrt and r¢¢ornm•n¢¢d In June 2021. Slnce the 5tsrt of thi5 lott•ry proramme we h•4Y Worked wth 62 vgluntlers at knst 20 of whom hm wie on tDilnd pald empknxnt. SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD TRUSTEES REPORT (INCWDING DIREcfoRS' REPORn (CONTINUED) FOR THE YEAR ENDED 31 MARCH2024 note that In thls CW&Studyth• name afthe volunteerhas been changed. In Ortdlor 2018. tht Btshop of Lel¢ester, the Rlght R￿rend Martyn and Slr Peter Soulsby Lelcorter's Llty Mwr launched a Homlessness ChBrter for Lelce5ter. The Charter brousht together 4 wfde rnn8e of local people & orpnlsatlons detemilned to brln8 homelessness and In partlcular street hom41￿￿esS In Lekesierto an end. SHARP was one of the orl8lnal sl8n•torles to the Charter. We work cDoperntlvely wlth a wkle rana• of other local charmes and orllanlsatlons to futftl the ambltlons set out In the Charter whlch contlnu• to fully support. Our w￿h the Ollve Trust Is In exellent example of how such cooperatlon can be ofbenefftto homeless •nd poorfy housed p•opl•. SHARP, In iddltlon to Its volunteers, employs staff to pmldè the akAIve g•rvlces. In 2023124 there w•r• an avern8e of 4 ful tlme equfvalent p•ld Staff. As of 31 Mar¢h 2024 there were two full-tlme membw5 of staff - Mard Forana IHoLtsln8 Ad¥lc• 5peclallst Caseworkèr and Project LeBderl. and Deepa Bhu8al tVolunt•erCoorolnatorl. And tsyo part41me membern of staff - Yasln Koya {Adrnlnlstr•tor Recepttonlst), and Dw41d 8rnzl¢r IEy*cutfve Advtsor}. The ltruttee Board wlshes to thank all SHARWS volurta•ts and ￿[d members of Xaff. Thoy worlzd tlrel•sslythmu8houtthe ytsrto delfverour ser¥lce The Trthe B￿rd meets monthty to monltor thè th of th• pw and ts Kt R5 ¢)verall poll(*& There Is a subcornmltt that deals wlth Funthlslng and Communk•Uons. And ocrAsionalty anothor ￿b￿0MmItt•• m•ybe forrmd for • Jpecfftc purpose, e.& rn¢rultm•rrt of stth. Publk Ben•fit We kve referred to th• guldance corbtslned In the Charty CommlsJlonS Eenernl wldance on Publlc Benefft when revlewlnl ourilms Ind obJe£tlve8 ind In plannln8 ourfuturn I￿￿￿99. Th• charlty b•llaveJ tt has provlded a publ1¢ beneftt durfng the ￿•r through the are8$ outllned In the sectlon of th[5 Report headed kh[eVe￿Onts and p•rforminc•. trustees we tal2 our chorRabk role very serIou￿V and the th4rlty hard to makn 5ur• that It pr(WId￿ tharltabl• seNlc•s thit are soclilly Inclusl¥e. The Bo•rd of Ikustees recwftlses we •r• £onllnuln8 to aper4ts In vorychallon8ln8 tlmes wlth'•ustwW roJultln8 In rodurtlurya of loral authorfty ￿Penditure of about 40Y6. These flnan¢l•l constrnlnts Impact SI￿[fi￿￿ upon a charty as ours•k who woth wlth someof the most econornlully dlsadYdnts8ed of socl•ty. The statsment of flnanclil 4thltles loTr Pay 11} shows a totsl Incom• of £12¥971 and expendltrjrn of £14152. Thb results In a d8ficlt for th• yyar of £11180. We started the y￿r wth fvr￿ balances of £58.284 and the deficlt for the year of £12,180 er all charltable act1v1t1￿ had been flnan¢od leaves fvnd balanw carrfedforw4rd of £46 Thejo ire comprlsed entlrnly of unre**t•d funth 4ftertrpnghprrln8£W6 to rertrl¢tedfvndstD *ttl• owr5pend on 3 proJe£ts whlch arq endln SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICEsfER) LTD TRusfEES REPORT (INCWDING DIRECTORS, REPORT) Icof4TINUED) FOR TIIE YEAR EAIDED 31 MARCH2024 F•rSIIARP. frDm a purelyftnlnchl perspecttve 2023D4was a ￿#r ¢>f modert k>sses. Durlng lo23ft4v￿ were retyln8 upon our N•tlonal Lottery Communlty Fund >￿r lrnnt of £306.326. the grnrt fmm Henry Smlth £9,000 and somq £51,rn) In other I￿. Thls £51,730 Induts our re8ulèr donor5, glPc-ald, our Cthrlstmas AppeaL sfflall wants, lewles, and the sale or servlces ta other not-for*rofft oryanls•tEons. Such of Income Is nx>st welcome Imrt remolns too low to Susthln SHARP wlthout support from the Nattonal Lottery Communlty Fund. We w¢>uld Ilke to think the Natlonal Lottery. the Cartton Haw Mentsl He4￿h Charlty, the Henry Smlth tharfty and ill our Other 5UPPOrters forthelrflnancl&l help overthe yeor. Rés•Ms PollLy The Trustees have Il¥en som8 thought 45 to what lewl of reserves fs JpprDprftte far a ¢harItys￿h as SHARP. The charlty had dosln8 reservo$ of £46,104 as at the 31 March 2024 a dÈtftase from the flaurn at the end of the prevlous year. Desplte thls sonxwhat dtsappolrtln8 result the Chaffty sttll has suffldent unresirlcted fvnds to att as a contlngency resem •qul¥alentto almost four months expeThdltu￿ frjr use to cover tha work of the chartty In the ￿ent that other fiindlng should cease. The conslder that ruer4e$ 4t thts level wlll ensure that In the evert of a $18nlftcant drop In fUndll￿ tlw wlll be able to ntlnue the charltrls current4ciMtleswhllstconstderntlon Is tyen to Way5 In whlch addjtlonal funds mty be rdls•d. Prlndpalfvndlngsources The chJrlty consldets Itself to be pJtrernly lortunats tv hm [￿e1Ved ryjnslderabh flnanclal support fmm J knr8è number OF fullde￿ triirts. oruanlsatlons and 1nd1vld￿1￿ The fdlowlni not￿ cortributors, been realfy Irftportant to the charlty's ¥￿rk and wlsh tothankthem forthelrcontributlons M•Jor Fund•rs National Lottery Communlty Fund Carlton Hayes Mentsl Health Charlty Leke#erSoctal Econonry Con50rUum Ltd The Helen Jean Cope Charlty The J R Corah Foundatlon Th• Maud Elkln8ton Charltsble Trust P & C Hl¢kinbDtham Charltsbl¢ Tru# Edlth Murphy Founditlon S•lnt Martln de Porres Founckt The H•nrySmlth Charlty Florence Turner CharltableTru5t Katherfne B￿rn5 Katle Hutchlnson Helen Inlall R￿A LL•ttlmorn R. E. Marshall MA MCKAY No•1 Oldershaw DrAndrewTeuten Glll Taylor Ilou•lrykno(l•UoM EMH Housln8 AY¢xlatron Nottln8tham Cammunlty H A Rfverslde Housln8 Agsodatlon SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD TRUSTEES REPORT (INCWDIN6 DIRECTORS, REPORT) (CONTINUED) FOR THE YEAR EIVDED 31 MARCH 2024 All Sglnts Church Klrty Mallory Ashty Par￿￿ P.CC Breedon P.GC. 8lalw Con8Won•l Churth 81essed Sacrdmènt Church & 5t P•i Chrfst Gospel Churth Chrlstchurch, O•rendon Part Lelcest•r (hurchesTogether In Lekert•r5hlre Enderby URC Gr¢atGlen Methpdlst Church HofyTrlnity Lelc8ster PCC ImnMculat* Conceptlon R CchU￿h Lelce#er Cathedral L•ke5t•r Quaknr Meetln8 Ho rkrfleld Congrnwional Church Market Harborou8h Conyowional Church Mayllmr Methodf5t Church Narborou8h CoD8reBattonal Church Newtrn Bur8oland Cowre8atlonal Church Our Lady of Vlctortes Church, Luttenyorth Oadby Methodlst Church Sacred Heart and St mi￿rIts Saffron Lane URC py Parfsh Churth S(xth w￿￿t0￿ URC St Bartholornews Church StEthYards Hous4 Ayiethe St MirKarnrs churc￿ Lelcester St Marys Church, Anstey St M•rys thUrC￿ 88r St Marys Churth. Ospthorpe St Marys P.CC St Nltholas ChU￿h, m￿￿51￿ St pete￿ Church Tllton on the Hlll St Pauls Wcodhouse Eaves StTheres•s & Sacred Heart Wrntsll St Thomas Moorn ￿rf$h St Wllfrlds Church, Klbworth St￿rt Court Chapel, K[b￿rth Supemumerary Methodlst Church ¥%*st¢otes URC wriston URC Oth•rOynknttlo Asda Foundatloft Charltle5 Trurt Earl Shffton Bulldln8 5oclety ¢rmann (UK) Ltd L•l¢estqr Charlty Unk NExf Holdlnp Ltd Rotsry aub- Lelcester Vlcavs Rellof Fund, StMartlnvln4hfrFlelds Wyqaestons Hwpknl knd miry m•n% rnaThy n SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD TRUSTEES REPORT (INCWDING DIRECTORS, REPORT) (CONnNUED) FOR THE YEAR EAIDED 31 MARCH2024 Rlsk M•Mym•nt The TnJ5to•$ actTv•ty ￿l•W the m•Jor rlsks whl¢h th charftyfv¢•s on a r•8ular basls and bdlq¥T that m•lrtslnlw ruefWS rt current levels, comblned wlth an annual re￿eW of the controls tr4er kny flnandal S￿ems, wlll pmlde suffldent resOU￿S In the event of adverse condltlon& The Trustees h•4e Jlso examlned other operatlonal and bu51ne55 rlsks facad ty the charlty and conftnn that thty •siabllshed systsms ts mmtye the sl8nmcant rlsks. Plani for fulum wrfodi The tntstees aré pleased to annom th•t on 5th March 2024. the charfty h35 secur¢d fundln8 of £399,OOD from the NatFonal Lottery Communlty Fund for a 5 year project startln8 In 202+25 a$ prt of a spBndln8 pled8e costln8 £555,823 whkh wlll h•¥e a major Impatt on p￿PIe,5 llv￿ ThE fundln8 wlll ￿ pmlded fiv• p•r perlod In Instslments stsrtlng ITr June 20 Thls fundlng Is forthè SHARP HtxneleJAfA•s5 Pre￿ntIOn and support Proje¢ a p￿￿rtthrt ￿11 supwrt 350 unlque Indlvlduals and 450 unlque famllle& The charity Is constituted as a company Ilmltad ￿ guarnntee, number 02516047 ond Is therefore pvemed by Its Memorandum and Artlcles of Asso¢latlon, as amend¢d by speclal re501utlon dated 23rd Auwst 1990. SHARP wa5 Inltlalfy estsblbhed ￿ a chafftable tru# In 1974•nd 5ubseqL*ntly Incorpor•tsd as a wmpany Ilmlted by8uarnntee In 1990. SHARWS vlslon Is that •v•ry person ￿11 hm a decert safe and afford•bi• place to Ilve. We b•llw that a home Is i human rf8htthat ¢ould and should be avallabl• ts vnryone. Thè tharlty Is orRanl$ed so thatTrusre•s re8ulariyTen tlmes tach ￿art0 manage ks affa]￿ The pald stsff, 4$ dI￿rted bv thè Trlthe Board. ar• Tr5ponlble forthe da*trday 4dmln15trdtlon ofthe charttyand the delfvry of Its senrfces. Tho trustees. who are alsothe dlrertorsforthe purpose ofcompary IN and who semd durtnÉ th• yoarwer•: Frdzer Robson Jam Taylor RobÈrt Eillnton Davld F4wc4tt And￿W Morl•y Ko5eem Chaudry Junald Raflq Vlndhaftl Laurn Hancox Maryaret Roblnson Ferou Nami• (Resl8ned 5 October 2023) IResWed 28 Nmfflber 20231 (Appolntsd 28 May 20241 The Trurte&/Dlrectots ar• •lected by majorlty vot• •t th• Annual 6￿•r41 melt1￿ Tholr p•rfodof offlct ￿d5 at thefolk)wfn8 Annual Genernl Mettfwwthen allaibla to stand forrn4lectlgn. No DlreLtrrtrn¥tee recef¥ed iry ￿MuneratIon forserv1￿ Or￿penseS as a DITectorlTrusr•e. None ¢f the trust•u has anv benenclal Interest In th• romwry All of th• tNstees ar• memb•rs of the compary ind 8u•rnntee to contrlbute £1 In the event of J wlndlry up. Th•trust49$ rnport appfmd ty the Bod￿ ofTrusteo& Frmr Robson 26 November 2024 SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD 50TH ANNIVERSARY- SPECIAL REPORT FOR THE YEAR ENDED 31 MARQI 2024 In 2024 we calebrnted 50 ￿15 of tharltable servka. None of thls could have been achleved wtthout the wonderful cofftmltment of our trustees. We wlsh to thank all of those trustaes below who provided such *vnderful servfce to the charty Cron A8•r Edlth Barbara Elllott John allott ul Raymond Herfn8￿n David Robert Hewltt Gearle Samuel In8lls P•ter Geoffrey Scalfe GertnKI Tftub Mavls 8Yown neThWar CatherlneTwal¥etrees Brfan Grlfflths Malwffj Robert Cdllog Frnzer Roderf¢ Calder Rob￿1 John Lowfs Cwl•nd laln Davldson Robert Mlnors Edse Patrfcli Je•n Hobbs Ilobertjohn Llne Mandy Mccrory Anll 8hadrns5a Bharat Sachdev Sangeets Patsl Nathalle Rlordan lan Morton Chaftdraknnt Kltsrfa Vlnu Va8hela Awla Mi Jaquellne Lesley EaStbr(￿l Mary HannahGrlffln Nltln Kumar Shukla Jaquellne Esther•a b•nthlts Th• cort of any unused hollth •rtltl8m•nt18 rncLwls•d In the ￿rIOd In whkh th• em￿0￿￿,5 servlc•s ire rff¢l￿d. T•rnilnatlon b•nefft5 are reco8nls•d Immedlat•ly a5 an expense whell the charty ts d•mOnStrn￿ ¢iymmltted to termlnats the employment ofan emplvBe orto provlde ternilnatlon beneffts. IJ Il¢iir•m•rt b•n•ffti Payments to deftned contrlbuyon rtlrem•nt b•n•fft Ach•m•s ar• dHTyd •J an ryense a5 theyfall dut. 14- SHELTER HOUSING ADVICE AND RESEARCH PROJEcf ILEICESTER) LTD P40TES TO THE FINANCIAL sfATEMENTS (coKnNUED) FOR THE YEAR ENDED 31 MARCH2024 &•£￿ttl￿ polld IConElnu•d) IAO Equlpmlrt. •nd fithAS Expendlture on equlpmenL fithre5 arml ffttlny Is wrltt•n off ¥lnst 8fdrt Income In the ￿•r In whlch expendtture Is Incurred. IAI Furrtl a¢counlkni Unrestrlcted funds are a￿lIab￿ for uge at the dlscrntlon of the trustees In furthernnc• of the Pmrdl obJecthffjs of th• tharlty. De*natsd funds arfr unrestrfctydfunds e3rmarkad bythe Manaymert Commlttefr for plrtlw￿rpU￿Pos•￿ Qftlcd 0￿0￿￿￿•stIMtta•nd ￿￿Tr•r In the appllcatlon of the charws accountln8 FKJlkies, the trust••s ar• rnqulr•d ts make Jud8ernents, ertlmatss and assumptlons about the carrylni amunt of assets Ind Ilobllltles that are not readlly apparent fmm other sources. The •sUmates and a3￿%1￿ted assumptTons are b45ed on hlstorkol emperfence and other factor5 that are constdered ts be retevant. Actual results rw dlfferfrom these e5tlmates. The estlmt•s and undertyln8 allumpuons are revlewed on an on8oln8 b•s15. Revlslons to accounttn8 e5tlmate5 ire reco8nlsed In the perlod In whlth the estlmate Is revlxd where the revtslon aff8cts anly that perlod, or In th• perlud of the rnvlslon and futuro pqrlods whern the r•vlsfon aff•rts both CUTrent and futurn p•rlod& 15- SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEicEsfERI LTD NOT£S TO THE FIt4ANCIALSTATEMEpifs (CONTINUED) FOR 7HE YEAR ENDED 31 MARCH 2024 Don•th)M •1 l* unr•*rfrt￿ R•#rftt•d 2023 Donatlons and leB¢les Grnnts recdwble 27,532 27,532 70,242 27,464 87A26 70,242 27,532 70242 97,774 114,890 Forthe p•r •nd•d 31 Mir¢h2023 29964 84926 14890 Dfjnrtlom l•yd Re8ular don•ttons and fft•ld Other (k)naUons ond app￿1$ 8,610 8.610 18,922 10,8( 16,658 27.532 27,532 27,464 Grants r•e•lv•ble lor Corn •rtl¥ltl•s The Natlonol Lottery COMff￿n￿¥ Fund Henry Smlth Edlth Murphy Cartton Hay¢s MH Chartty 6L242 9,OLKI 61,241 60,926 1500 15,000 70,142 70,242 87,426 Incom•from oth•r tradlw *rtl¥ltl Unr•#rfctsd Unr•rtrltt ndj fu S•rvlces Pr￿Id¢d I3￿) SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICESTER) LTD NOTES TO ThE FINANCIAL STATEMENTS (coKnNUED) FOR 711E YEAR ENDED 31 MARCH2024 InMm• from fvndl Inter•st r•cel¥able 258 -17- SHELTER HOUSING ADVICE AND RESEARCH PROJECT {LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENf5 (coiinNUED) FOR ThE YEAR ENDED 31 MARCH2024 Charlt•bh•cU¥lthx Unrartrlrt•d Nltlonal C•rfton HI￿ H•nrySrnlkh fvnd 5tsff easrj RenL rdtss and Jervlce ch8YKes Llihtand heat T•l•phonÈ Insurance Travel, trnlnlngand corrference expenses VAT Input tsx nrt reclalmable Prlntln& postage and stationery Computer equlpm•nt and tlcences Loan Inter•st Malnten•nce, repalts and sundry equlpmortt Mlscelloneous ttpenses Paymonts to cllents Consuhanry 23938 IOA50 89,945 99,610 2,502 1178 1,895 ion 4,987 196 2AOI 2,375 11,357 4374 4,296 1,980 3,014 I,￿3 47 379 426 IA)35 3.919 4191 2,756 L351 1,157 2245 17J2 1.715 1,603 380 747 1983 1,287 37 628 1433 37 Q8 495 58.874 13,225 IL348 126J91 137,995 Share of8obYrn•nce costs (see nots 71 6,686 1,075 7,761 8,872 49,630 59Y9 13,225 1¥348 134.152 by tsnd Unrestrlcted funds- yn•rnl Restrktsd funds 49,630 49,630 84.522 59.949 13.225 IL348 59 13,225 11,348 134.152 Forth•￿•r￿d•d 31 ￿rth 202J Unrestrfcted funds.genernl R•strkted fur 53,539 S3￿39 93.328 15,270 6,769 53.539 7¥289 15,270 18. SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD NOTES TO THE FINANCIAL STATEMENTS {CONllNUED) FOR ThE YEAR ENDED 31 MARCH 2024 Jpport ￿lts GDv•rNn 2024 Staff costs 2,837 2.837 1712 Independentexamlner fees Le8al and profwlon81 fees Bank char£es R•nt Llght and heat Telephon• VAT Input tsx not reckglm•ble Other 8Dvem•nce costs Indudln8 In$uran¢e. cleanlng, m]s¢ellaneous and PPS 2J50 2,150 1.300 85 76 858 858 380 374 341 604 262 364 374 341 645 645 4107 7,761 7,761 8,872 Analysed betwean Charftsble actlvttl•s 7,761 7.761 8,872 6￿manCe costs Includ￿ paymentsto th• Independent e¥amlners of £2,25012023-£2,1501 forexamlnatlon fees. N•t mobwn•rt In funth The net movemert In fund$1s stated a￿r ¢har81n￿le￿dI1InK).' Fees Fxydblefor the Independentexamlnotlon of th• charlty'i fln•ncl•l st•ternents 1250 2,150 None of the trustees (or ary persons connerted wlth them) recfj￿ •ry rnmunfjTrtk>n durfng th• year ond rthie of th¢m werE rnlrnburs¢d for traveinni ￿pen5•s(2023- £nll). Tho •v•r•8e morthly numberof•MpiooEsduTln8theye•rw￿. 2023 Numb Numb•r Prtr4151on of houslngath41ce support SHELTER HOUSING ADVICE AND RESEARCH PROJEcf (LEICESTER) LTD NOTES TO THE FINANaAL STATEMENT5 (CONTINUED) FOR THE YEAR ENDED 31 MARCH 2024q 10 Employ• ICortlnu•dl Employment ¢0 es and salarles Other penslon c03ts 91,620 L162 101,IX12 1.320 91782 102,322 Thre ￿Te no eMPl(rye￿ whom ann￿] remuneratk)n was more thin £60XIOD. R¢mun•rntloft olkny m•n•ym•nt pernonnel The remun¢rJtlon of kny mina8om•nt p•tsonnel wa5 asfollow4'. ¢ompen5atlon 59,595 56,699 The eharTty beArmptfrom tsmatlon on Itsartlvttles because all Its Income Is appll•d ftyrch8rttsble purposes. 12 D•bto 2023 Amounts f•lllr* du• wlthkn onep4r: Trade debtors Other debtors Prepayments and attrutd Ino)rne 79.7n 1,661 3.359 79.231 5.326 1,321 84,792 85,878 Crnlltorj: •rnourt•f•lllry du• wlthln OM Othirtsntlon and soclal securlty Othercredltors Accruals and d•f¢rred Incamo 3JJ06 207 4850 10,253 7,356 SHELTER HOUSING ADVICE AND RESEARCH PROJEcf {LEICESTER) LTD N¢)TES TO THE FINANCIAL sfATEMENTS (CONTINUEDI FOR niE YEAR ENDED 31 MARCH 2024 14 Cl•dIt￿L. •Mounts lalllry4h*ts rnmthan on•ye•r Other credltor5 50,000 2023 D•lln•d Mntrllwtlon Kh•m Ch•ry ta profft or l¢Js5 In rtsport ofdefirb￿ contrIbu￿On sch•m•5 &162 1320 The charlty opernts5 • deftned contrlbutlon penslon scheme for Ill qualifyinB empknes. The assets of the sch•me are heldseparatelyfMmtTrw ofthe Charfty In an Independent￿ admlnix4redfvnd. The restrl¢ted lund5 of the charlty comprfse the unwiended balancqs of donatlons and 8r•nts held on trurt svbject to spttfftc condltlons by donor5 asto howthy may ￿ vsed. At i 1023 Inr4mlry R•*wr pended Tr4nrf•rn At 31 M• The Natlonal Lottery Communlty Fund Carlton Hay nry knlth 165071 11,730 2,131 61,242 (59,9491 (13,125) 111,348) 5,214 1495 117 70.242 184.5221 4826 At l AprN 20 Incom]ry Ra￿U rI￿U￿* expend•d ns1•rn X JI Mw¢h 2023 The N•tk>n•l Lott•ry Comrnunlty Fund C4rlts¥n H•y•s Henry &nlth 3.856 12,th)0 60226 15,OOa P¥89) 115,270) 14769) (6,5071 11.730 2231 15,8S6 84,926 193,3281 7.454 21 SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENts (CONTINUEDI FOR THE YEAR ENDED 91 MARCH 2024 17 Unr•Arlct•d The unre5tr1cted funds ofihe chartty Indude donatlons and8rnrrt5 from a varf•tyofsourrns and they enable th• charity ta purnue tts ynornl charftable attivltles. AtiAprf12 Incoml TAnrf•N At 31 Mwth Gener41 funds 50.830 51,730 (49.630) (6,8261 46,104 pr•￿￿* ymr: At i Apru %122 Iwiml R•sourcu TraMf•n •2 31 Marth endad 2023 Gen•r41 fvnds 50,996 53,373 {53,5391 50.830 An•lpli ofn•t bet￿￿￿ Unreslrf£led fun 2024 Aertrl¢tsd fundi 1024 At 31 M•rth 1024: Current ossqt5/lllabllltlesl Longterm Ilabllltl•s 96,104 (SO,￿01 96,104 1S0,LHiO) 46,104 46,104 Urnertrf¢t•d R•strf¢t•d ndi 1023 l al March 2013: Currnnt assetsllllibllltlesl Lon6term Ilibiiftles I￿￿30 150,OQO) 7854 108284 150.OQO} 7,454 58284 SHELTER HOUSING ADVICE AND RESEARCH PROJECT (LEICEsfER) LTD NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED JI MARCH2024 OperatlnR lease cvmrnftments At the reportlng end dttr tho charfty had outstsndln8 commltments for future mlnlmum lease payTn•rrts under non- ancellable operotlTr8 laases, whlch fall due as follows: 2023 wtthln one ytsr Between and five ￿•r5 9,500 9,500 28,500 28.5 38,000 Th• Op•r4t1￿ leases reprpsent rentrl leams of premlse5 whlch oTrfvAd at￿,5(￿) p•r annurn undl 2027. R•Itt￿ partytrnMKtto Mr Davld Brazl•r. who15 a momber of stdff of Sheltsr Housln8 R•5earch ProJect (SHARPI fs a150 a Dlrector of Hn5 Home Trurt. SHARP recelMd a loan of £50,OOOfrom Hrrs Homè Trust r¢payablè over 3 years. The balance outstandln8 45 at the wr ended 311t March 202415 £50,(￿0 {2023: £50,00014nd the Interert pald thls ￿r£I￿O0 (to dth on th• Interest on the laan was £13ICKII. Frthr Rpb50n and Jane Taylor, afe tnutees of **ltor Houslni Ald Re*￿h Projert ISHIAP) and Mr Davld Brazler, Is a membqrof stsff of Shelter HouslnB Ald Re￿￿￿ ProJert (SHARP), and all thf•e Ire dlrertots of LSEC Durln8 the yajr SHARP reth•ryed management fees of £22,5CO12023: £2151N)) to ISEC. A¥ at the 31 MaKh 2024 SHARP w45 É7923112023: £79,231) In resport of ma￿￿eMent fee5 and the commlsslon on rentsl Income durfng the nom￿1 ¢ourse of I￿SIne￿. -23-