2025-06-30-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 1st July 2024 To 30th June 2025

Section A Reference and administration details ~~ee~~

Charity name

Hope and Aid Direct

Other names charity is known by

Registered charity number (if any) ~~[ti‘s‘szOY~~ 1077146 Charity's principal address 18 High Street Ingatestone Essex Postcode CM4 9EE*

Names of the charity trustees who manage the charity

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Trustee name ~~ee~~ ~~ee ee~~	Office (if any) ~~ee~~ ~~ee~~	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Charles Storer ~~ee ~~ ~~ee ee~~ ~~ee~~	Head of Operations ~~ee~~ ~~ee~~ ~~es~~		Trustee resolution
Roger Wilson ~~ee ee~~ ~~ee~~ ~~ee ee~~	Trustee ~~ee~~ ~~ee~~ ~~es~~ ~~ee~~	~~ee~~	Ditto
Mark Belton ~~ee ee~~ ~~ee~~	Trustee ~~es~~ ~~ee~~ ~~es~~		Ditto
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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

Charitable Trust

Type of governing document (eg. trust deed, constitution) Model Declaration of Trust for a Charitable Trust Dated 20 March 1999 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:

All new volunteers are informally welcomed and assessed for suitability and skills, and DBS checks are undertaken for all new volunteers and those who might be beneficiary facing.

• policies and procedures Careful selection/identification of possible new trustees is undertaken by adopted for the induction and existing trustees, and Charity Commission trustee guidance forms part of training of trustees. induction procedures.

• the charity’s organisational The charity’s activities are led by the Head of Operations, who is also one

• structure and any wider of the trustees, and the trustee body provides strategic direction and

• network with which the charity overall governance.

• 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 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.

Because of the war risks within Ukraine, the charity’s operating model has changed, and aid is sent to Ukraine in Ukrainian trucks with Ukrainian drivers rather than being taken by the charity’s own UK volunteers. (On

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the few occasions when taken by our own volunteers, in our own vehicles, these have only been delivered as far as surrounding countries and then passed on to trusted partner NGO’s). All our trusted in-country partner NGO’s have then had responsibility for delivery and distribution.

Principal Risks: Road accidents or volunteer injury, third party injury or property damage, depletion of funds, loss of key personnel, lack of public support, Cyber security and reputational risk.

All our active volunteers involved in sorting and packaging in our storage and warehousing areas, are taught and reminded of Health and Safety and safe Manual Handling of aid.

Plans and strategies, and policies to manage all 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 are shared out where possible. Great effort is put into public and corporate awareness and support to ensure continual achievement against objectives.

The charity has detailed internal and external Policies that it keeps under continual review. Our external policies (see below) can also be found on the Charity’s website at the bottom of the Home page.

• Safeguarding – vulnerable beneficiaries

• Internal Risk Management  Complaints Handling and code of conduct  Bullying and Harassment  Serious incident reporting - Whistleblowing  Equal Opportunities and Diversity  Campaigning and political activity  Trustee’s conflicts of interest and governance  Sanctions

• Environmental

Section C Objectives and activities

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

On 30[th] October 2025, the Charity Commission formally agreed a change to the charity’s objects clause under s.280A of the Charities Act 2011 (as amended) as follows:

To prevent or relieve poverty for the public benefit anywhere in the World, but in particular in Europe, by providing items, grants and services to individuals in need and/or to charities or other organisations working to prevent or relieve poverty.

The original and previous Model Declaration of Trust for a Charitable Trust Dated 20 March 1999 stated, “The relief of poverty for the improvement of conditions of life, particularly to territories of former Yugoslavia, but also to other areas within Europe”. The seven countries of ‘ former Yugoslavia’ are Croatia, Bosnia and Herzegovina, Kosovo, Macedonia, Montenegro, Serbia, and Slovenia. The charity has previously taken and distributed aid in all these countries, (except Macedonia and Slovenia), at one time or another.

Hope and Aid Direct has never, and does not distribute aid to individuals, organisations or Countries that are under International Sanctions at the time of distribution.

The charity’s primary focus since Feb 2022 has been to support displaced people in Ukraine, and all aid sent to Ukraine has been through trusted

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partners or the appropriate Ukrainian Ministries.

The Charity obtains donated goods and transports or sends and gives those goods to refugees, returnees, and to those most vulnerable or at risk, be that through poverty, natural or man-made disasters or Summary of the main activities persecution. undertaken for the public benefit in relation to these objects (include within this The trustees have given full regard to the guidance issued by the Charity section the statutory Commission on public benefit, (and all Charity Commission advice) and declaration that trustees have continually review this. had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

The entire charitable effort of the Charity is undertaken by unpaid volunteers; there are no paid staff, neither trustees or volunteers.

The core objective of the charity is the delivery and distribution of essential humanitarian aid, but funds are very occasionally provided for a particular purpose or to fund specific projects, progress and completion of which, are reported back to the charity. Hope and Aid Direct is not a grant-making charity so any provision of funds for a specific purpose is considered on a case-by-case basis by the trustees. You may choose to include further statements, where relevant, about:

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

The start of the war in Ukraine in Feb/March 22, galvanised and brought Summary of the main about very significant public support for Ukraine with funding and goods achievements of the charity donations, and the charity’s income levels jumped significantly. These during the year donations continued well into 2022, and 2023. Donations have slowed, but the charity finances remain prudently healthy. Our previously successful strategy to make full use of shipping container transport, was 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. The charity’s bulk donations of aid are from corporates, but with highly valued public donations made through a network of National Drop-offpoints run by volunteers. No donated goods are ever sold or resold by the Charity. Damaged or unsuitable clothing that is not fit for purpose, is recycled. 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, have been successfully completed against selfimposed targets. During this financial year, a total of 26 articulated trucks full of aid have been taken or sent to Ukraine (plus two to Moldova through the TEECH charity), to support displaced people or refugees from or in Ukraine.

Section E Financial review	Section E Financial review
Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto include additional information, where relevant about:  the charity’s principal
	All funds that are raised are unrestricted, unless allocated by the charity for a specific purpose or relief effort. All funds that have been donated for a specific purpose or relief effort are separately recorded and accounted for and used solely for those purposes. All income is used to fund the objectives of the Charity.
	None
	(Optional information)
	The major sources of funds are donations from individuals and groups. The charity has received some additional support this year from Corporate contributions towards the costs of transporting donations of unwanted but still useable products for Humanitarian Aid purposes; These were mainly medical supplies, mattresses and bedding.

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• sources of funds (including any fundraising); The charity receives no government or institutional funding.

• how expenditure has The Charity encourages the use of gift aid to maximise income.

• supported the key objectives of the charity; Increased internet fundraising has been achieved through an improved

• investment policy and website and use of its fundraising tools. objectives including any ethical investment policy All expenditure has been directed towards getting aid to those who need adopted. it. Expenditure on administration is kept to a minimum. Normal banking facilities are used, funds are placed on deposit to maximise interest returns, and funds are split between banks to reduce bank-failure risk.

• ~~_~~

• Section F Other optional information The charity’s financial position is considered robust and enables it to fully meet all its current activities. The charity practices ‘good governance’ as expected by the Charity Commission and keeps this under continual review. Public donations come through word of mouth, fundraising by volunteers, sponsorship activities, use of social media, internet fundraising and Corporate 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 16[th] November 2025

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	Hope and Aid Direct					1077146	1077146
Receipts andpayments accounts For the period from Period start date To Period end date 1-Jul-24 30-Jun-25 Section A Receipts and payments ~~ee~~									CC16a
	Unrestricted funds		Restricted funds		Endowment funds		Total funds		Last year
	to the nearest £		to the nearest £		to the nearest £		to the nearest £	to the nearest £	to the nearest £
A1 Receipts
Voluntaryreceipts - Non Gift Aid Donations	23,034		-		-		23,034	23,034	44,121
Voluntaryreceipts - Gift Aidable Donations	23,806						23	23,806	25,610
Investment Interest	13,212		-		-		13	13,212	5,752
Gift Aid Tax claim received	8,143		-		-		8	8,143	10,029
Non Income Transfer Receipts between accounts			-		-			-	-
VAT refund	-		-		-		-	-	20,543
			-		-		-	-	-
			-		-		-	-	-
Sub total(Gross income for AR)	68,195		-		-		68,195	68,195	106,055
A2 Asset and investment sales, (see table). Disposalproceeds of Asset - - - - 6,500 - - - - - Sub total - - - - 6,500 Total receipts 68,194.56 68,194.56 112,555 ~~—————_—~~
A3 Payments
Charitable activities	45,281		-		-		45	45,281	36,290
Charitable activities Cost of Aid Purchased(inc Turkey)	2,715						2	2,715	17,558
Charitable activities Vehicle Servicing	7,416						7	7,416	12,022
Charitable activities Vehicle Insurance	4,362						4	4,362	4,862
Support Costs	11,609						11	11,609	5,701
Costs forgeneratingvoluntaryincome	12,909		-		-		12	12,909	3,078
Administrative costs	1,464		-		-		1	1,464	1,610
Projects			-		-		-	-	-
Non Exp Transfers Payments between accounts			-		-		-	-	-
VAT Recoverable	101		-		-		101	101	-
			-		-		-	-	-
			-		-		-	-	-
			-		-		-	-	-
**Sub total **	85,857.16		-		-		85	85,857	81,121
A4 Asset and investment purchases, (see table) Capital expenditure Sub total - - Total payments 85,857.16 - ~~SS~~					- -		- 85	- 85,857	- 81,121 ~~=—~~
Net of receipts/(payments) - 17,662.60 - - - 17,663 31,434 A5 Transfers between funds - - - - A6 Cash funds last year end 346,123 - - 346,123 314,689 Cash funds this year end 328,460 - - 328,460 346,123 ~~===>—~~

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

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities Signed by one or two trustees on behalf of all the trustees	Details Cash VAT receivable (agree balances with receipts and payments account(s)) Details Details Details Details Signature Total cash funds	Unrestricted funds to nearest £	Unrestricted funds to nearest £
		327,214 1,246 - 328,460
			-
			-
		OK Unrestricted funds to nearest £ - - - - - - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates
	Signature	Print	Name
		Charles Storer MBE

Gi CHARITYFOR ENGLAND COMMISSION AND WALES | Independent examiner'saccounts report on the fey

Section A

Independent Examiner’s Report

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Report to the trustees/ CharityName
members of Hope and Aid Direct
On accounts for the year | 30'" June 2025
ended
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Charity no | 1077146
(if any)
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| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 30 06 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”).

• | 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 examiner's statement

[The charity’s gross income did not exceed £250,000

• | have completed my examination. | confirm 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: 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.

: (Accounts that the considered | have no with the order to enable * Please delete the nN Name: | Daniel Mobbs Relevant professional |FCCA qualification(s) or body (if any):

| 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.

Address: | Whittington Raymond Ltd

IER

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Oct 2018

Room 3, Foremost House

Radford Way, Billericay Essex, CM12 OBT

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.

IER

2

Oct 2018