2024-03-31-accounts - Independent Housing Opportunities (Tandridge)

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Trustees’ Annual Report for the period Period start date Period end date

Section A

From

Reference and administration details

Charity name

Independent Housing Opportunities (Tandridge)

Registered charity number (if any) | 1058275

Alexander Crescent

Names of the charity trustees who manage the charity

4 Andrew Davies Interim Chair

Treasurer

2 | Pete Atkins a } ee 7. ae eee SS 5 | Beth Wood Or ok eeege eeeee ee Ge EO I ce a ee ee te Ue i eeeOe ear 1 aa ee ee eae a eea tO ee | ec Cea a eee UC ae ene! teee ee” 2 ee oe a ee {tee eS Ce eat I ee Co el ee ee ae ee ree eee ere rid ee daeoksail ebaten bah boaters Machu! Aetiawunisor occiis che 0 Names of the trustees for the charity, if any, (for example, any custodian trustees) [NameCates acted if not for whole year

TAR

March 2012

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document Constitution

Thumbs solaction males Elected at Annual General Meeting

Additional governance issues (Optional information)

You may choose to include

additional information, where relevant, about:

e policies and procedures adopted for the induction and training of trustees;
e the charity's organisational structure and any wider network with which the charity works;
e relationship with any related parties;
e trustees’ consideration of major risks and the system and procedures to manage them.

Section C

Objectives and activities

Summary of the objects of the charity set out in its governing document

To provide affordable housing which could relieve poverty, homelessness or unsatisfactory housing conditions of people with a physical or sensory impairment or mild learning disability

TAR

March 2012

As managing agents for a Registered Social Landlord (RSL), IHOT provides affordable rented accommodation at Diana Francis House (DFH) for people with physical and/or learning disabilities combined with training and help in assisting them to live independently. At any one time there are up to five residents aged between 18 and 55 (at time of moving in). The average stay is 12 to 24 months.

The facility has proved over the last two decades to be of significant public benefit as former residents have mostly moved on to suitable permanent homes appropriate for their needs. IHOT no longer provides Summary of the main support to residents during the transition to their new homes as our local activities undertaken for the authority partners have stopped funding this activity. public benefit in relation to these objects (include within | The Trustees have regard to the guidance issued by the Charity this section the statutory Commission on the matter of public benefit. declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

e policy on grantmaking;
e policy programme related investment;
e contribution made by volunteers.

TAR

March 2012

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Section D Achievements and performance
Summary of the main During sisae phy volt ht ig role = aePEN housing
achievements of the charity accommodation and assistance to the residents a :
GH RE YRET The Trustees decided to style their meetings as Board meetings and
refer to themselves as Board members, when dealing with outside
organisations. This better reflects the strategic role of the (now) Board.
The excellent work of our two part-time Supported Housing Officers
helped our residents. The Board want to formally record their
appreciation for their efforts during the year.
The year was again challenging in terms of finances but the limited
funding from our local authority partners was offset by having almost no
vacant rooms during the financial year. So, the year ended in a much
better position, resulting in a small surplus of just over £9,000 (7.5% of
income).
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In recent years, our RSL landlord has increased the costs to IHOT, including charging for use of the (small) office at DFH. The Board have made the difficult decision that these costs must be passed on to the residents, making it more difficult to get funding of total costs through Housing Benefit.

It has, again, not been possible for all trustees to attend Board meetings in person during the year. We have taken the pragmatic decision to use video conferencing to ensure the full information is shared with, and decisions made by, all Board members. We formally declare that during the financial year there have been no serious incidents that required reporting to the Charity Commission. Due to the difficulty in holding Board meetings and the need to recruit new trustees it has (again) not been possible to transfer the assets and liabilities of IHOT to the separate CIO (1188326), with the subsequent closure of the existing IHOT. We will progress this as soon as practicable.

The capacity of Board members to actively oversee IHOT’s activities in the last year has again been limited. This has meant the roles of Treasurer and Chairman — on an interim basis — have been carried out by one person. The Board recognises this is not desirable or sustainable. On a positive note, the two new trustees have made significant contributions to IHOT’s work. There is still much to be done but the future looks more promising in this regard than for some time. Post End of Year Note: A new (part-time) Supported Housing Manager has been appointed from 1 July 2024. IHOT expects to see significant improvements in how its services are delivered and managed over the next two to three years, making the service more sustainable. One immediate benefit is that resident meetings (with staff) have started again — meaning residents are better able to give constructive feedback about DFH and the services IHOT provides.

TAR

March 2012

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Section E
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Financial review
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There is a policy to provide for future liabilities and contingencies and for
Brief statement of the the replacement of furniture and equipment as necessary.
charity’s policy on reserves
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Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

e the charity’s principal sources of funds (including any fundraising);
e how expenditure has supported the key objectives of the charity;
e investment policy and objectives including any ethical investment policy adopted.

Section F

Other optional information

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Section G Declaration
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The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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_
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EOSron eg Seeroey, ae Chairman (Interim) Trustee/Board Member
Date) +6 January 2025
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TAR

March 2012

}

Receipts and payments accounts For the period To from 01-Apr-23 31-Mar-24

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CC16a
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Section A Receipts and payments
Unrestdcten Restricted funds re Total funds Last year
funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Housing Support Contacts 28,868 Lt i a ae ee |
“SNR
ee OI a S MRREE er at aguaoe
Ce eaeae ||CEek i e s)e: lll!ll
oS inices hl he caei [ery.] DotC RR
ReOREfF RIAU | | PASE ES RENEE SS | ITT
MAGSub SeSn eeEE ae e all||| R SERRIT
total (Gross income for AR)|waea] [- ]|-] |__reera|
A2 Asset and investment sales,
see table).
Aa he OS
Fes} Res!) nee
Sub total [aan] |
A3 Payments
AdPseda
[Ses |ae aeee
eee
Ce a; a
ASPeet oI | (7SEe|MR:ee eS (ag eeenim
cr ER a a; |CUl(C(‘“‘i‘é(<tséi‘é
Reae| NG | A) Ce:| lll RRR
ee ee ee hl llc lll
eeSub eet ee a
total Le Led (en ee
A4 Asset and investment
purchases, (see table)
Equipment for House & Office EEE
es SR |) [RR,]
Sub total] Ts
AS Net of receipts/(payments)[_____ 9,236 Ce Cee
A6 Transfers between funds SoS SO ae
Cash funds last year end | 61,059} 1059| | [56,823)]
Cash funds this year end|70,294 P 61,059
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Section B Statement of assets and liabilities at the end of the period

eo

CCXX Rt accounts (SS)

Unrestricted Restricted funds Endowment funds funds to nearest £ to nearest £ to nearest £ ee eee a Se Ss aes ee ee OMe RE ae Total cash funds Bae eo

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(agree balances with receipts and payments account(s))
Unrestricted Restricted funds Endowment
funds funds
Details to nearest £ to nearest £ to nearest £
=i ——
Fund to which asset : Current value
Details belongs baa esha (optional)
=. =a=
Fund to which asset fl Current value
Details belongs ih obteabish (optional)
lnc? RAAT sO
Fund to which Amount due When due
Details liability relates (optional) (optional)
= ———= =
Signed by one or two trustees on : .
behalf of all the trustees Sanature Print Name Date of approval
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CCXX R2 accounts (SS)

16/01/2025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Charly Name Ihi?I kPENgts Thjf AOUg)Nfj OPA)RfuhiiT16S On accounts for the year ended 31sr mARC&I 2024 Charity no (if any) IOJP275 Set out on pages (remember tD include the page numbers of addilional sheet51 I report to the trustees on my examination of the accounts of the above charity {'Ihe Trust") for the year ended 3D I LI& 1202*. Responsibilities and basis of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act.). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination totheTr which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act,. or the accounts did not accord with the accounting records., or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 202 Name: MPS . AfvJrAu Relevant professlonal qualification(s) or body A , THQ ASSCCIA I Icbj op oklARrsR£P CÈ-RTIPI E I AccouhJfAfyJ7S, IER Oct 2018

lif anyl: Address: C¥IAMP COfyJSUkfAKJT£ &7]) 3+ CROC4DOfvJ QOAP, CAfEQHAM SLI IWÈ4 QR3 Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32. Independent examination of charity accounts". directions and guidan for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018