2022-06-30-accounts - Hope And Aid Direct

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Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 1st July 2021 To 30th June 2022

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

Trustee name	Office (if any)	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

TAR

March 2012

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:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
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 against objectives.

TAR

March 2012

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 are occasionally 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:

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

TAR

March 2012

Section D Achievements and performance

The first part of this accounting year was significantly affected by the Summary of the main aftermath of Brexit and it’s ramifications regarding export and import achievements of the charity requirements, especially the imposition of VAT and Import duties in during the year Greece, contrary to EU legislation. The start of the war in Ukraine in March 22, galvanised and brought about very significant public support for Ukraine with funding and goods donations, and the charity’s income levels jumped very significantly. Our previously successful strategy to make full use of shipping container transport switched to overland back-load transport directly into Ukraine, in addition to renewed use of our own trucks, to countries surrounding Ukraine. 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.

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)

TAR

March 2012

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

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;
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 30th Oct 2022

TAR

March 2012

	Hope and Aid Direct	Hope and Aid Direct	Hope and Aid Direct	1077146	1077146	CC16a
	For the period from	Period start date 01-Jul-21	To	Period end date 30-Jun-22

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 136,874 66,625 522 204,021 - - - 204,021 89,923 12,663 7,544 656 4,231 25 115,042 19,200 - 19,200 134,242 69,779 223,078 292,857	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	136,874		- - - - - - - -	136,874		23,497
Voluntaryreceipts - Gift Aidable Donations	66,625			66,625		14,880
Investment Interest	522			522		610
Gift Aid Tax claim received						8,049
Non Income Transfer Receipts between accounts						450
						-
						-
						-
*Sub total*(Gross income for AR)	204,021			204,021	#	47,486
				- - - 204,021
A2 Asset and investment sales, (see table).
	-		- - -	-
	-			-		-
*Sub total*	-			-		-
*Total receipts* A3 Payments
			-	204,021		47,486

Charitable activities	89,923		- - - - - - - - - -	89,923		21,765
Support Costs	12,663			12,663		7,497
Costs forgeneratingvoluntaryincome	7,544			7,544		3,825
Administrative costs	656			656		682
Projects	4,231			4,231		3,216
Non Exp Transfers Payments between accounts	25			25		455
						-
						-
						-
						-
**Sub total **	115,042			115,042	#	37,440
				19,200 - 19,200.00 134,242 69,779
A4 Asset and investment purchases, (see table)
Capital expenditure	19,200		- - -	19,200
	-			-
**Sub total **	19,200			19,200.00		-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
			-	134,242		37,440

	69,779	-	-	69,779		10,046
		-	- -	-		-
	223,078	-		223,078		213,032
	292,857	-	-	292,857		223,078

CCXX R1 accounts (SS)

04/03/2023

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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds	Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Cash Gift Aid Tax receivable Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 292,857 17,956 - - 310,813 - Agreement Error OK 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)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
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			When due (optional)






			Date of approval
		Charles Storer MBE	10-Jan-23

CCXX R2 accounts (SS)

04/03/2023

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl member¥ of Hope and Aid Direct On accounts for the year ended 30th June 2022 Charfty no (if any) 1077146 Set out on pages 1to2 l pOrt to the trustees on my examination of the accounts of the above Charity {Yhe Trust") for the year ended 30 06 2022 Responsibilities and l)asis of report As the charity's trustees, you ore responsible for the preparation of the accounts in accordance with the requirements of the Charities A¢t 2011 I'the Act'i. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{51(b) of the Act. Independent tThe oharity's gross income did not exceed £250,000 6xaminer's statement I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination 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 Goncerning 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 matt8r considered as part of an independent examination. I have no concerns and have come across no other matters ill connection with the examination to which attention should be drawn in this report in order lo enable a proper understanding of the accounts to be reached. Please delete the w rds in the brackets rfthey do not apply. Signgd: Date: /4. z.2oz3 Name: Dan obbs Relevant professional qualificationlsl or body (if any): FCCA Address: Whittington Raymond Ltd IER Oct 2018

Room 3, Foremost House Radford Way. Billericay Essex. CM12 OBT sectio.n B Di,'sc5osuYe Only complete if the examiner needs lo hi9hlighl material mallers of con¢ern (see CC32, Indepeent examination of charity accounts.. directions and guidance for examiners}. Glve here brief detalls of any Items that the examlner wishes to disclose. IER Oct 2018