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2024-03-31-accounts

Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

FILWOOD HOPE LTD

FINANCIAL STATEMENTS

31 MARCH 2024

Company Registration Number 03487393 Charity Number 1067441

Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

FINANCIAL STATEMENTS YEAR ENDED 31 March 2024

CONTENTS PAGE
Reference and administrative details of the charity and its
advisors 1
Trustees’ annual report 2 to 5
Independent Examiners report 6
Statement of financial activities (including income and
expenditure account) 7
Balance sheet 8
Notes to the financial statements 9 to 17

Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY AND ITS ADVISORS

YEAR ENDED 31 MARCH 2024

Charity Name Filwood Hope Limited
Company number 03487393
Charity number 1067441
Registered office Filwood Hope Centre, 11 & 13 Filwood Broadway, Knowle West
Bristol, BS4 1JL
Trustees Trustees, who are also directors under company law, who
served during the year and up to the date of this report were as
follows:
B A Morris
E M Palairet Chairperson resigned 14 November 2023
N Piggot
T Marston
Key Management
Personnel Margaret Aitken, Laura Hathway & Anne Marie Capstick
Bankers Bank of Scotland, 33 Old Broad Street, London
Independent Geoff Archer
Examiner Bristol Community Accountants CIC
The Park, Daventry Road, Bristol, BS4 1DQ

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2024

Structure, governance and management

The charity is constituted as a company limited by guarantee, incorporated on 30th December 1997, registered under the Companies Acts (registration number 03487393) and its governing document is a Memorandum and Articles of Association. It was granted charitable status by the Charity Commission under number 1067441.

By operation of law all trustees are directors under the Companies Act 2006 and all directors are trustees under Charities legislation and have responsibilities, as such, under both company and charity legislation.

Trustees

The directors of the charitable company (“the charity”) are its trustees for the purposes of the charity law and throughout this report are collectively referred to as the trustees.

The Trustees who served during the year and since the year end are listed on page 1.

Objectives and activities

The objects for which the charity is established are:

(1) the prevention or relief of emotional, spiritual or financial hardship in filwood ward and surrounding area by providing access to advice and services which might not otherwise be accessed through lack of means.

(2) to promote social inclusion* for the public benefit through developing the capacity and skills of individuals in filwood ward and surrounding area to enable people to identify and help meet their own needs and to participate more fully in society.

*i.e. feel part of; where all people feel valued, their differences are respected, and their basic needs are met so they can live in dignity. These relate to the importance of the links between the individual members of our society and the role of each person as a member of this group.

These are achieved by:

• Providing a drop-in advice centre, offering a friendly, relaxed atmosphere where clients can talk through their issues in a safe and confidential setting. We handle any enquiry, seeking to help the client resolve their difficulty. To support clients our activities include making telephone calls, writing letters, filling forms, contacting local and statutory bodies.

• Specialist advisors being available during the week to give confidential advice.

This is made possible by employing 3 part-time members of staff, and having a team of 8 volunteers.

In planning our objectives and activities we have had regard to the Charity Commission’s guidance on public benefit.

Strategic report

The following sections for achievements and performance and financial review form the strategic report of the charity.

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2024

Achievements and performance

Filwood Hope, like all successful charities, relies on the skill and dedication of its staff and volunteers to achieve its objects. We are particularly grateful to our band of volunteers, some of whom have been with us for decades; whose faithfully fulfil their duties, for which we are so grateful.

I would also like to take this opportunity to acknowledge our tremendous staff, Anne marie Hilborne, who joined the charity in July 2023 as our new Centre Manager, and her team of Laura Hathaway and Hero Denman; Hero left the charity for pastures new in February 2024, we wish her well.

We are grateful for the excellent work of our former Chair of Trustees, Ed Palairet, who joined the charity in 2016 and stayed with us for 7 years, until November 2023. We, of course, acknowledge our former Centre Manager, Pearl Aitken, who retired in July 2023. Through their efforts, and that of the trustees of Filwood Hope, the charity started the financial year in a much stronger position than it had for many years.

The 2023/24 cost-of-living crisis had significant repercussions for households in South Bristol, impacting various aspects of daily life, especially for lower-income groups. Filwood Hope experienced the impact of these challenging times. Our drop-in service continued to be well utilised during the year, with footfall increasing.

Appointments for assistance with Department for Work and Pensions (DWP) paperwork, such as the Personal Independence Payment (PIP) form and the Employment and Support Allowance (ESA) form, continued to rise. The increased workload was managed by the team by increasing the number of appointments per day. Our collaboration with South Bristol Advice Services (SBAS) continues to work well along with the Money MOT service.

As always, we are grateful to our funders:

Bristol City Council £17,000 Temple Ecclesiastical Charity £10,500 Nisbet Trust £5,500 Screwfix Foundation £5,000 National Grid £4,021 Souter Charitable Trust £2,500 The 29[th] May 1961 Charitable Trust £2,000 Feeding Bristol £1,500 Dame Violet Wills £1,000 Bristol Water £550 Quartet Community Foundation £550

Without their continued support, we could not survive as a charity. Through grant funding, we were able to update our intruder alarm system and install a much needed new boiler. I want to personally thank our individual donors, who, again have been supporting us faithfully for many years providing over £2,800 in donations.

With your continued support, Filwood Hope will continue to provide vital services to the residents of Knowle, South Bristol and beyond.

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2024

Financial review and reserves

Income for the year was £58,482 (2023: £89,023), expenses were £70,354 (2023: £58,304), bringing total funds carried forward to £27,370 (2023: £39,242) of which £22,939 were freely available unrestricted reserves.

This means a deficit of £11,872 (2023: £30,719 surplus).

Public Benefit

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales

Funds received as agent or funds held as custodian trustee

There are no assets, classes of assets or categories of assets held on behalf of other entities.

Statement of responsibilities of the Management Committee

The trustees who are also the charity trustees have prepared financial statements for the financial year, which give a true and fair view of the state of affairs of the charitable company and the incoming resources and application of resources, including the net income or expenditure, of the charitable company for the year. In preparing those financial statements the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and which enable them to ensure that the financial statements comply with the Companies Act 2006. The trustees are also responsible for safeguarding the assets of the charitable company, and hence for taking reasonable steps for the prevention and detection of fraud and any other irregularities.

The trustees confirm that to the best of their knowledge there is no information relevant to the independent examination of which the examiners are unaware. The trustees also confirm that they have taken all necessary steps to ensure that they themselves are aware of all relevant examination information and that this information has been communicated to the examiners.

Independent examiners

Geoff Archer of Bristol Community Accountants CIC was appointed as the charitable company’s independent examiner during the year.

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 31 MARCH 2024

10/12/2024 Approved by the trustees on ………………………. and signed on its behalf by

…………………………………………………..

Revd Bernard A. Morris FMAAT CGMA ACMA MSc

Filwood Hope Acting Chair of Trustees

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

INDEPENDENT EXAMINERS REPORT

YEAR ENDED 31 MARCH 2024

I report on the accounts of the company for the year ended 31st March 2024 which are set out on pages 7 to 17.

Responsibilities and basis of report

As the charity’s trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner’s statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

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.

10/12/2024 Geoff Archer Date…………………….

Bristol Community Accountants CIC The Park Daventry Road Knowle Bristol BS4 1DQ

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

STATEMENT OF FINANCIAL ACTIVITIES (Including Income and Expenditure Account)

YEAR ENDED 31 MARCH 2024

Note
Incoming and Endowments from:
Donations and Legacies
3
Charitable Activities
4
Investments
5
Total
Expenditure On:
Charitable Activities
7
Total
Net income/(expenditure)
Transfers between funds
Net movement in funds
Reconciliation of Funds:
Total funds brought forward
Total funds Carried Forward
Unrestricted
Funds
£
46,113
35
1,153
Restricted
Funds
£
11,181
-
-
Total Funds
2024
£
57,294
35
1,153
Total Funds
2023
£
88,827
25
171
47,301 11,181 58,482 89,023
60,153 10,201 70,354 58,304
60,153 10,201 70,354 58,304
(12,852)
-
(12,852)
36,203
980
-
980
3,039
(11,872)
-
(11,872)
39,242
30,719
-
30,719
8,523
23,351 4,019 27,370 39,242

All of the activities of the charity are classed as continuing

The notes on pages 9 to 17 form part of these financial statements

As required by paragraph 4.67 of the SORP, the brought forward and carried forward funds above have been agreed to the Balance Sheet.

Details of the allocation of 2023 total funds between unrestricted and restricted are shown in note 16

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

BALANCE SHEET

YEAR ENDED 31 MARCH 2024

2024 2023
Note £ £
Fixed assets 12 412 862
Current assets
Cash at bank and in hand 27,859 39,236
Total current assets 27,859 39,236
Creditors : Amounts falling
due within one year 13 (901) (856)
Net Current assets or liabilities 26,958 38,380
Total net assets or liabilities 27,370 39,242
The Funds of the Charity
Restricted funds 14 4,019 3,039
Unrestricted funds 14 23,351 36,203
Total charity funds 27,370 39,242

The directors are satisfied that the company is entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies' regime and in accordance with FRS102 SORP.

10/12/2024

These financial statements were approved by the trustees on ……..................... and are signed on their behalf by:

B A Morris Acting Chair of Trustees

The notes on pages 9 to 17 form part of these financial statements

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

1 Basis of Preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (issued on 16 July 2014), as amended by Update Bulletin 2 published in October 2018, effective for accounting periods beginning on or after 1 January 2019, the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

2 Accounting Policies

i) When donors specify that donations given to the charity must be used in future accounting periods, the income is deferred until those periods.

ii) When donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the pre-condition have been met.

Equipment - 25% straight line

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

Income and Endowments From:

3
Donations and Legacies
Donations
Personal Gifts & Donations
Other
Churches
Gift Aid
Grants
Bristol City Council Grants
Grants from Trusts
Donations and Legacies prior year
Donations
Personal Gifts & Donations
Corporate Gifts
Churches
Gift Aid
Grants
Bristol City Council Grants
Grants from Trusts
4
Charitable Activities
Café Sales
Unrestricted
Funds
£
3,610
425
2,478
-
17,000
22,600
Restricted
Funds
£
60
-
-
-
-
11,121
Total Funds
2024
£
3,670
425
2,478
-
17,000
33,721
Total Funds
2023
£
20,528
250
2,778
4,097
7,519
53,655
46,113 11,181 57,294 88,827
Unrestricted
Funds
£
20,328
250
2,778
4,097
7519
50655
Restricted
Funds
£
200
-
-
-
-
3000
Total Funds
2023
£
20,528
250
2,778
4,097
7,519
53,655
Total Funds
2023
£
25
85,627 3,200 88,827
Unrestricted
Funds
£
35
Restricted
Funds
£
-
Total Funds
2024
£
35
35 - 35 25

Charitable Activities prior year - all unrestricted

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

5 Investments

Investments
Investment Interest Unrestricted
Funds
£
Restricted
Funds
£
Total Funds
Total Funds
2024
2023
£
£
1,153 - 1,153
171

Investment income prior year - all unrestricted

6 Government grants

The charitable company receives government grants. The total value of such grants in the period ending 31 March 2024 was £17,000 (2023:7,519). There are no unfulfilled conditions or contingencies attaching to these grants in the year ended 31 March 2024.

Expenditure on:

Costs of other trading activities prior year - all unrestricted

7 Charitable activities

Charitable activities
Café Supplies
Insurance
Other Direct Costs: Accountants Fees
Other Direct Costs: Sundry
Other Direct Costs: Advertising
Pension costs
Printing & Photocopy
Salaries
Service Charges
Software Service Contract
Telephones-Fax-Postage
Training
Travel
Utilities: Heat, Light & Power
Maintenance
Depreciation
Unrestricted
Funds
£
32
1,092
901
1,481
-
2,522
210
42,804
2,915
1,732
1,966
-
68
2,514
1,466
450
Restricted
Funds
£
155
-
-
2,414
55
-
103
2,460
-
-
-
-
-
884
4,130
-
Total Funds
Total Funds
2024
2023
£
£
187
18
1,092
2,537
901
856
3,895
3,481
55
-
2,522
884
313
304
45,264
41,847
2,915
2,178
1,732
1,890
1,966
1,678
-
312
68
-
3,398
1,869
5,596
-
450
450
60,153 10,201 70,354
58,304

continued…

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024

Charitable Activities prior year
Café Supplies
Insurance
Other Direct Costs: Accountants Fees
Other Direct Costs: Sundry
Pension costs
Printing & Photocopy
Salaries
Service Charges
Software Service Contract
Telephones-Fax-Postage
Training
Utilities: Heat, Light & Power
Depreciation
Unrestricted
Funds
£
18
2,537
856
1,904
884
43
40,347
2,178
995
1,678
312
1,869
450
Restricted
Funds
£
-
-
-
1,577
-
261
1,500
-
895
-
-
-
-
Total Funds
2023
£
18
2,537
856
3,481
884
304
41,847
2,178
1,890
1,678
312
1,869
450
54,071 4,233 58,304

8 Net incoming resources for the year

This is stated after charging:

2024 2023
£ £
Depreciation 450 450
Independent Examination Fees 751 713

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 MARCH 2024

9 Staff costs and numbers

The aggregate payroll costs were:

Wages and Salaries
Pension Costs
No employee received emoluments of more than £60,000.
Employees
The average head count of employees during the year was as follows:
2024
£
45,264
2,522
2023
£
41,847
884
47,786 42,731
2024
No.
3
2023
No.
3

Total employee benefits paid to key management personnel during the year were £47,401 (2023: £36,839)

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2023: £nil) No trustees received reimbursement for board expenses incurred throughout the year (2023: £nil). No charity trustee received payment for professional or other services supplied to the charity (2023: £nil).

There were no other related party transactions during the year (2023: £nil).

10 Taxation

The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.

11 Company limited by guarantee

The company is limited by guarantee and as such has no issued share capital. In the event of the company being wound up the liability of the members is limited to £1 each.

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

12 Tangible fixed assets

Cost
At 1 April 2023
At 31 March 2024
Depreciation
At 1 April 2023
Charge for the period
At 31 March 2024
Net book value
At 31 March 2024
At 31 March 2023
Equipment
£
6,224
6,224
5,362
450
5,812
412
862
Total
£
6,224
6,224
5,362
450
5,812
412
862

13 Creditors: amounts falling due within one year

2024 2023
£ £
Accruals 901 856
901 856

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

14 Movement in funds
Restricted funds
Screwfix
Food Fund
Feeding Bristol
Bristol Churches City Fund
National Grid
Asda Community Fund
Telephone Room
Total Restricted Funds
Unrestricted funds
General Funds
Designated - Asset depreciation
Total Unrestricted Funds
Total funds
At
01-Apr
2023
£
-
2,025
-
327
-
-
687
Incoming
resources
£
5,000
60
1,500
-
4,021
600
-
Outgoing
resources
£
(4,130)
(360)
(1,500)
(305)
(3,906)
-
-
Transfers
£
-
-
-
-
-
-
-
At
31-Mar
2024
£
870
1,725
-
22
115
600
687
3,039 11,181 (10,201) - 4,019
35,341
862
47,301
-
(59,703)
(450)
-
-
22,939
412
36,203 47,301 (60,153) - 23,351
39,242 58,482 (70,354) - 27,370

Purpose of funds

Screwfix - to support projects that will fix, repair, maintain and improve properties and community facilities specifically for those in need within the UK.

Food fund – Individual gifts earmarked for food fund enables us to respond to fuel and food poverty

Feeding Bristol - To supply emergency food to beneficiaries

Bristol Churches City Fund - A grant to support individuals suffering from food poverty

National Grid - Money MOT and community warm bank: advice and support for energy saving at home

Asda Community fund - to Supply clients with hygiene packs - cleaning products and personal grooming products

Telephone Room - To provide access of our telephones and comms equipment to our users

15 Analysis of net assets between funds

Fixed Assets
Cash at Bank and In Hand
Other Net Current Assets/Liabilities)
Total
General
Funds
£
-
23,840
(901)
Restricted
Funds
£
-
4,019
-
Designated
Funds
£
412
-
-
Total
Funds
£
412
27,859
(901)
22,939 4,019 412 27,370

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Docusign Envelope ID: A87A29C3-46AE-4B81-BE3C-7CFE9F1F1589

Filwood Hope Ltd

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

16 Analysis of prior year funds, as required by paragraph 4.2. of the SORP

Income and Endowments From:
Donations and Legacies
TRUE
Charitable Activities
TRUE
Investments
TRUE
Total
Expenditure On:
Charitable Activities
TRUE
Total
Net income/(expenditure)
Transfers between funds
Net movement in funds
Reconciliation of Funds:
Total funds brought forward
TRUE
Total funds carried forward
Prior Year
Unrestricted
Funds
2023
£
85,627
25
171
Prior Year
Restricted
Funds
2023
£
3,200
-
-
Prior Year
Total
Funds
2023
£
88,827
25
171
85,823 3,200 89,023
54,071 4,233 58,304
54,071 4,233 58,304
31,752
309
(1,033)
(309)
30,719
-
32,061
4,142
(1,342)
4,381
30,719
8,523
36,203 3,039 39,242
TRUE TRUE TRUE

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