H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Charity number 1096626
Annual Report and Financial Statements
for the year ended 31 March 2022
H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Annual Report and Financial Statements
for the year ended 31 March 2022
| Contents | Page |
|---|---|
| Trustees' report | 2 to 4 |
| Examiner's report | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 7 |
| Notes to the accounts | 8 to 9 |
Prepared by West Yorkshire Community Accountancy Service CIO
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Trustees' report for the year ended 31 March 2022
Reference and administrative details of the charity, its trustees and advisors
| The trustees during the financial year and up to and including the date | The trustees during the financial year and up to and including the date | the report was approved were: |
|---|---|---|
| Name | Position | |
| Janette Nixon | Acting Chair | |
| Lorraine Delaney | Treasurer | |
| Patricia Turpin | Secretary | |
| Vera Barker | ||
| June Cartwright | ||
| Annette Townend | ||
| Cllr Nicole Sharpe | ||
| Ann Pritchard | ||
| Cllr Debra Coupar | ||
| Charity number | 1096626 | Registered in England and Wales |
| Registered and principal address | ||
| 8a Coronation Parade | ||
| Halton Moor | ||
| Leeds | ||
| LS15 0AY | ||
| Bankers | ||
| Virgin Money | CAF Bank Ltd | |
| 329 Harehills Lane | 25 Kings Hill Avenue | |
| Harehills | West Malling | |
| Leeds | Kent | |
| LS9 6AX | ME19 4JQ | |
| Independent examiner | ||
| Stephen Procter | ||
| West Yorkshire Community Accountancy Service CIO | ||
| Stringer House | ||
| 34 Lupton Street | ||
| Leeds | ||
| LS10 2QW |
Structure, governance and management
The charity is governed by a constitution adopted on 6 June 2002, as amended 29 November 2002.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Trustees' report (continued) for the year ended 31 March 2022
Objectives and activities
The charity's objects
For the benefit of the elderly living in the area of benefit to relieve poverty, sickness or distress and provide or assist in the provision of facilities for general welfare, recreation and leisure time activities with the object of improving the condition of life of the said persons. The area of benefit shall be within East Leeds.
The charity's main activities
HOPE enables and supports older people in the Halton Moor, Osmondthorpe and Sutton Park areas of Leeds to retain their independence by providing practical help, advice and support. We work to address the isolation, poverty, fear of crime and poor health which impact negatively on their lives. We provide outreach, advocacy, medical appointment support and group sessions to relieve isolation and loneliness.
Public benefit statement
In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
HOPE enables and supports people 60 plus who live in the Halton Moor, Osmondthorpe and Sutton Park areas of Leeds. Our aims are to deliver services to meet individual and community needs; keeping safe/warm, peer support groups/sessions, shopping, debt/benefit advice, and activities to develop skills and reduce isolation. We are service user led and value the contribution of both service users and volunteers.
Achievements and performance
I am writing this report on what has been an incredibly difficult time for both HOPE, its service users, its team, and the rest of the world with the Covid-19 Pandemic affecting us all. The services we provide and how we deliver them had to be modified to ensure staff and volunteers could work safely and within guidelines as outlined by the government.
Having already worked incredibly hard during the first year of the pandemic, HOPE along with the rest of the country was hoping for a scientific breakthrough in terms of research and development of a vaccination. And then it happened, in December 2020 we saw the start of the vaccination programme roll out. Just before the start of this financial year in March 2021, half of UK adults had had one dose of a Covid vaccination, and this gave us hope that we were moving forward towards getting back to reopening of all services.
I am incredibly proud of HOPE, that when things got tough, we stepped up and worked tirelessly to support our service users as well as running a COVID Community Care Hub for Leeds City Council in the Temple Newsam Ward.
Our staff, trustees and volunteers have worked together as a united front to deliver high quality services even during a pandemic. Our focus has been about recovery, trying to get back to normal, yet following government guidelines as to protect staff, volunteers, and service users.
On the 21 February 2022 restrictions were lifted as the Prime Minister unveiled plans to live with Covid. And just before the end of the financial year on the 9 March 2022 the government announced that 4.9 million people were fully vaccinated in the UK, 73% of the population. This news means we can now start planning for a return of full face to face services for the next financial year as well as developing new ones as a direct result of the pandemic.
In closing, I would like to thank all of you for your support over the last year, it has been appreciated and valued.
Janette Nixon – Chair
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Trustees' report (continued) for the year ended 31 March 2022
Financial review
The net receipts for the year were £46,220, including net receipts of £12,256 on unrestricted funds and net receipts of £33,964 on restricted funds .
Reserves policy
The charity's free reserves at the year end were £30,110.
Halton Moor and Osmondthorpe Project for Elders aim to hold reserves amounting to between three and six months average expenditure.
This policy will be reviewed by the trustees annually in June/July.
Approved by the board of trustees on …………..……...…….
Signed: ………………..…………. (Trustee)
Name: ……………..…..………….
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Independent examiner's report to the trustees of H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2022, which are set out on pages 6 to 9.
Responsibilities and basis of report
As the charity trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the charity's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1 accounting records were not kept in respect of the charity as required by section 130 of the Act; or 2 the accounts do not accord with those records.
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.
Signed: …………………………………… Name: Stephen Procter
Date: …………………….
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Receipts and payments account for the year ended 31 March 2022
| Notes 2022 Unrestricted funds £ Receipts Grants and donations (2) 73,154 Contributions for activities 2,035 Fundraising 600 Other income 124 Total receipts 75,913 Payments Salaries, NIC's and pensions 38,966 Payroll costs 291 Staff travel and home working expenses 1,334 Volunteer and student expenses 20 COVID Hub and support costs 610 Training 580 Office expenses 1,275 Rent and rates 6,600 Insurance 430 Telephone 2,695 Events and activities 5,549 Food and refreshments 121 Affiliation and membership fees 85 Equipment and resources 1,755 Accounting and independent examination 900 Professional fees 2,115 Bank charges 260 Other expenses 71 Total payments 63,657 Net income 12,256 Fund balances brought forward 17,854 Fund balances carried forward (3) 30,110 |
2022 Restricted funds £ 107,050 - - - 107,050 53,920 514 575 - 11,067 36 653 - - 449 1,177 326 - 4,224 - 145 - - 73,086 33,964 61,224 95,188 |
2022 Total funds £ 180,204 2,035 600 124 182,963 92,886 805 1,909 20 11,677 616 1,928 6,600 430 3,144 6,726 447 85 5,979 900 2,260 260 71 136,743 46,220 79,078 125,298 |
2021 Total funds £ 179,037 - - 452 179,489 65,804 406 1,496 489 12,222 544 812 3,555 479 2,373 276 13 60 7,645 1,200 3,029 270 23 100,696 78,793 285 79,078 |
|---|---|---|---|
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Statement of assets and liabilities
| as at 31 March 2022 2022 Unrestricted £ Cash funds Cash at bank 29,554 Cash in hand 556 Total cash funds 30,110 |
2022 Restricted £ 95,188 - 95,188 |
2022 Total £ 124,742 556 125,298 |
2021 Total £ 79,220 (142) 79,078 |
|---|---|---|---|
Assets retained for the charity's own use
HOPE retain a number of items of office equipment, computers, domestic appliances and furniture for use by the group. Full details of these items are available on an extensive register of assets maintained by the organisation.
| Liabilities Independent examination |
£ 1,050 1,050 |
|---|---|
The financial statements were approved by the board of trustees on …………..……...…….
Signed: ……………...………….…. (Trustee)
Name: ……………..…..………….
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Notes to the accounts
for the year ended 31 March 2022
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
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H.O.P.E. Halton Moor and Osmondthorpe Project for Elders
Notes to the accounts continued
for the year ended 31 March 2022
| 2 Grants and donations Leeds City Council (ABCD) Leeds City Council (Adult Social Care) Leeds City Council (COVID) Leeds City Council (SWIFT) Leeds City Council (Trips) Leeds Community Foundation LCF/LCC Digital Inclusion Leeds City Council (HAP - Art) National Lottery Community Fund West Riding Masonic Lodge Other donations 3 Restricted funds Balance b/f £ Leeds City Council (ABCD) - Leeds City Council (COVID) 43,779 Leeds City Council (SWIFT) 12,238 Leeds City Council (Trips) 900 Leeds Community Foundation - LCF/LCC Digital Inclusion 578 Leeds City Council (HAP - Art) 729 West Riding Masonic Lodge 3,000 61,224 |
2022 Unrestricted funds £ - 70,011 - - - - - - - - 3,143 73,154 Receipts £ 25,000 53,000 22,500 1,000 5,000 550 - - 107,050 |
2022 Restricted funds £ 25,000 - 53,000 22,500 1,000 5,000 550 - - - - 107,050 Payments £ 5,687 45,793 15,648 890 5,000 - - 68 73,086 |
2022 Total funds £ 25,000 70,011 53,000 22,500 1,000 5,000 550 - - - 3,143 180,204 Transfers £ - - - - - - - - - |
2021 Total funds £ - 58,348 60,575 22,500 1,000 10,000 1,250 2,500 10,000 3,000 9,864 179,037 Balance c/f £ 19,313 50,986 19,090 1,010 - 1,128 729 2,932 95,188 |
|---|---|---|---|---|
Fund name
Purpose of restriction
Leeds City Council (ABCD)
Leeds City Council (COVID)
Leeds City Council (SWIFT) Leeds City Council (Trips) Leeds Community Foundation
LCF/LCC Digital Inclusion Leeds City Council (HAP - Art) West Riding Masonic Lodge
Towards the costs of work focused on engaging the skills, knowledge and talents of citizens living in the community. Central and area funding towards setting up a COVID Hub and other support services.
Towards running costs for Supporting Wellbeing in Frailty (SWIFT). Funding from a local councillor towards the costs of trips. Harnessing the Power of Communities'. To address health inequalities emerging from the Covid-19 pandemic. For digital inclusion work with older people.
Towards the costs of a Community Arts Programme. Towards the costs of work with men.
4 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
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