Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 1st July 2020 To 30th June 2021
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1077146
Hope and Aid Direct
Charity's principal address 18 High Street Ingatestone Essex Postcode CM4 9EE
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Charles Storer | Head of Operations | Trustee resolution | ||
| Steve Walsh | Ditto | |||
| Roger Wilson | Ditto | |||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | 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
Trust Deed 20 March 1999
- (eg. trust deed, constitution)
How the charity is constituted
- (eg. trust, association, company)
By resolution of the existing trustee body Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
The charity believes that cooperation and collaboration with and between other charities to make best use of precious and valuable resources, is desirable and in the best public interest.
The Charity has informal working relationships with various UK and “in country” NGOs. The European refugee crisis has resulted in the formation of many new local groups, and all work undertaken by the charity abroad in support of the relief effort, has been in close cooperation with those groups that are key players working closely with refugees of all nationalities.
The Charity has ‘Public and Employer’ liability insurance. All vehicles are insured comprehensively where possible, and “excesses” are reviewed continually as is vehicle risk in country.
Principal Risks: Road accidents or volunteer injury, third party injury or property damage, depletion of funds, loss of key personnel, lack of public support - reputational risk.
Plans and strategies, and policies to manage these risks are carefully thought through monitored and managed. Driving speeds and Tachograph regulations are strictly adhered to, funds are closely monitored and managed, exit strategy is continually under review, and responsibilities shared out where possible. Great effort is put into public awareness and support to ensure continual achievement.
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Section C Objectives and activities
The relief of poverty for the improvement of conditions of life, particularly to territories of former Yugoslavia, but also to other areas within Europe and if practicable elsewhere worldwide. Summary of the objects of the charity set out in its governing document
The Charity obtains donated goods and transports and gives those goods to refugees, returnees, and to those most at risk, either directly or more latterly to trusted local distribution partners.
Summary of the main activities undertaken for the The trustees have given full regard to the guidance issued by the Charity public benefit in relation to Commission on public benefit, and continually review this. these objects (include within this section the statutory 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)
Volunteers undertake the whole charitable effort of the Charity. There are no paid staff, nor paid volunteers.
The core objective of the charity is the delivery and distribution of essential humanitarian aid, but funds can occasionally be provided for a particular purpose or to fund specific projects, progress and completion of which are reported back to the charity.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
This year was significantly affected by Covid 19 travel and activities Summary of the main restrictions, and our resultant strategy was to make full use of shipping achievements of the charity container transport. We sent four shipping containers by land containing during the year approximately 50 tons of basic and critical humanitarian aid to the refugees in Lesvos, Chios, and Samos & mainland Greece, with our reach extending again to many thousands of people. Most goods are donated free of charge to the Charity for distribution, so a low nominal value applies for customs purposes. No donated goods are ever sold or resold by the Charity, nor by its volunteers, other than damaged or used clothing that is not fit for purpose.
All funds are donated and used solely to fund the charitable activities of the charity; to acquire and get aid to its destination recipients. The Charity has established working relationships with various in-country NGOs.
The Charity employs no staff, and everyone involved does so voluntarily. All the charity’s fundraising and charitable objectives – to obtain and deliver essential aid, and all projects that were undertaken – have been successfully completed against targets.
In addition to our charitable efforts, our trucks were used extensively in the London region between April and July to move PPE scrubs and gowns between the manufacturers and London and South East hospitals, with all our costs covered by the manufacturers.
Section E Financial review
All funds that are raised are unrestricted, unless allocated for a specific Brief statement of the purpose or relief effort. Reserves, which are allocated with trustee charity’s policy on reserves agreement for specific purposes, are held centrally together with nonallocated reserves of up to £10,000 for contingent purposes. All funds that have been raised for a specific purpose or relief effort are separately recorded and accounted for. All income is used to fund the objectives of the Charity. Details of any funds materially in deficit
Further financial review details (Optional information)
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You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
The major sources of funds are donations from individuals and groups.
The Charity encourages the use of gift aid to maximise income.
Increased internet fundraising has been achieved through an improved website and use of its fundraising tools.
All expenditure has been directed towards getting aid to those who need it. Expenditure on administration is kept to an absolute minimum. Accumulation of funds occurs between convoys. Normal banking facilities are used, although funds are now split between banks to reduce bankfailure risk!
Section F Other optional information
The charity’s financial position is considered robust and enables it to fully meet all its current activities.
Public donations come through word of mouth, fundraising by volunteers, sponsorship activities, use of social media, internet fundraising and partnership cooperation with other charities.
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Charles Storer Position (eg Secretary, Chair, Head of Operations etc) Date 22nd February 2022
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| Hope | and Aid Direct | and Aid Direct | 1077146 | |||
|---|---|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | |||||
| For | the period from |
01-Jul-20 Period start date |
To | 30-Jun-21 Period end date |
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 23,497 14,880 610 8,049 450 47,486 - - - 47,486 21,765 7,497 3,825 682 3,216 455 37,440 - - - 37,440 10,046 213,032 223,078 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|
| Voluntaryreceipts - Non Gift Aid Donations | 23,497 | - - - - - - - - |
23,497 | 51,432 | ||
| Voluntaryreceipts - Gift Aidable Donations | 14,880 | 14,880 | 32,189 | |||
| Investment Interest | 610 | 610 | 800 | |||
| Gift Aid Tax claim received | 8,049 | 8,049 | 4,222 | |||
| Non Income Transfer Receipts between accounts | 450 | 450 | 962 | |||
| - | ||||||
| - | ||||||
| - | ||||||
| Sub total(Gross income for AR) | 47,486 | 47,486 | **# ** | 89,605 | ||
| - - - 47,486 |
||||||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 47,486 | 89,605 | ||||
| Charitable activities | 21,765 | - - - - - - - - - - |
21,765 | 36,499 | ||
| Support Costs | 7,497 | 7,497 | 8,376 | |||
| Costs forgeneratingvoluntaryincome | 3,825 | 3,825 | 5,249 | |||
| Administrative costs | 682 | 682 | 743 | |||
| Projects | 3,216 | 3,216 | 11,912 | |||
| Non Exp Transfers Payments between accounts | 455 | 455 | 963 | |||
| - | ||||||
| - | ||||||
| - | ||||||
| - | ||||||
| **Sub total ** | 37,440 | 37,440 | **# ** | 63,742 | ||
| - - - 37,440 10,046 |
||||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 37,440 | 63,742 | ||||
| 10,046 | - | - | 10,046 |
25,863 | ||
| - | - - |
- | - | |||
| 213,032 | - | 213,032 | 187,169 | |||
| 223,078 | - | - | 223,078 | 213,032 |
CCXX R1 accounts (SS)
20/02/2022
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Cash Gift Aid Tax receivable Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 223,078 3,472 - - - 226,550 Agreement Error Agreement Error Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Charles Storer MBE |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Charles Storer MBE | 10-Mar-20 | ||
CCXX R2 accounts (SS)
20/02/2022
2
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