2025-03-31-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

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Names of the trustees for the charity, if any, (for example, any custodian trustees)
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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

Tustee selection mediads 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 was originally intended to be 12 to 24 months. But the acute shortage of suitable ‘supported’ housing available through our social housing partners means the length of stay can be considerably longer. activitiesSummaryundertakenof the main for the The facility. has proved over the last two decades to be of significant public benefit in relation to public benefit as former residents have mostly moved on to suitable these objects (include within | Permanent homes appropriate for their needs. IHOT no longer provides this section the statutory support to residents during the transition to their new homes as our local declaration that trustees have | authority partners have stopped funding this activity. had regard to the guidance issued by the Charity The Trustees have regard to the guidance issued by the Charity Commission on public Commission on the matter of public benefit. 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

Section D

Achievements and performance

achievements of the charity : cueing the year The Trustees 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. We have to record the sad death of one of the original Trustees, Michael Anderson. It is difficult to adequately set out the immense dedication and service Michael gave to IHOT over more than two decades. Michael’s untimely death just before the year end resulted in several payments due to be made by 31 March 2025 could not be processed. These were paid in April 2025. So, the accounts to 31 March 2025 show an artificially positive position (a surplus of £19,468) — and the current year (to 31 March 2026) will probably show an artificially poorer position than is actually the case. The ‘normal’ financial position of IHOT remains stable. 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. A new (part-time) Supported Housing Manager has been appointed from 1 July 2024. IHOT has seen significant improvements in how its services are delivered and managed since that time, 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. 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 ClO (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 continued to be carried out by one person. The Board recognises this is not desirable or sustainable.

TAR

March 2012

Section D

Achievements and performance

Post End of Year Note: Another of our Trustees, Pete Atkins, has sadly died this year. But we have recruited another Trustee to replace Pete. Recruitment of more Trustees is a key issue for the Board.

TAR

March 2012

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Section E
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Financial review

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

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

Section G Declaration

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

Signed on behalf of the charity’s trustees

Pasition (eg Secretary, erste) Chair (Interim) Date| +3 December 2025

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Trustee/Board Member
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TAR

March 2012

C3 CHARITY COMMISSION Gn) FOR ENGLAND AND WALES|!ndependent Housing Opportunities (Tandridge) fone, | Receipts and payments accounts CC16a For the period To from 01-Apr-24 31-Mar-25

Section A Receipts and payments Unresitictedfunds Restricted funds Endowmentfunds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts eS ee ee | Ld po eeeS |488 ) ) - PE EEE | (EE SE | CT P| CO) ne Sub total (Gross income for AR) ey ea

A2 Asset and investment sales, see table). a Subtotal}

A3 Payments

Section B Statement of assets and liabilities at the end of the period

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¢
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COXX Rt accounts ($8)

Unrestricted Restricted funds Endowment } funds funds to nearest £ to nearest £ to nearest £ PO | | Total cash funds ee] be

(agree balances with receipts and payments account(s)) Unrestricted Restricted funds Endowment funds funds : to nearest £ to nearest £ to nearest £ -7 — | Fund to which asset . Current value , i alls belongs Cost (optional) (optional) —_ == Fund to which asset ‘ Current value Detail belongs Sost{opesnal) (optional) Fund to which Amount due When due ails liability relates (optional) (optional) - —= = Signed by oneortwo trustees on . ‘ behalf of all the trustees Signature Print Name Date of approval

CCXX R2 accounts (SS)

09/12/2025

| x | CHARITY COMMISSION | Independent examiner's report on the L J FOR ENGLAND AND WALES accounts

Section A Independent Examiner’s Report

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Report. to the trustees INDEPENDENTUhariy Marae HOUSINGIn OPPORTUNITIES—— (TANDRIDGE)4
On accounts forthe year| 4, _ ,, , a Charity no “4 -
ended 3ls1 MA RCH 2025 (if any) |O582 13
| report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended31 O03 2025
Responsibilities and As the charity's trustees, you are responsible for the preparation of the
basis of report accounts in accordance with the requirements of the Charities Act 2011
(“the Act’).
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| 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent fthe-charity's-gress-ineerre-exeeeded-£250-006-and-+-an-quatifiedteexaminer's statement

| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination tethertharthatdisetesed-petew—) which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or e the accounts did not accord with the accounting records; or e 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 fair’ view which is not a matter considered as part of an independent examination.

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| 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: | POS K AKT Date: | 17-j|- 2025
7 —
Name: | MRS. CHANTAK BAKER
Relevant professional |ACCA . THE ASSOCIATION OF CHARTERED
qualification(s) or body CERTIFIED ACCOUNTANTS,
IER 1 Oct 2018
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Address: |CHANIP CONSUKTANTS iTD 34 CROUDON ROAD CATERHAM SURREY CR3 6QRB

Section B

Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose.

| )

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IER
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Oct 2018