## 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**
1
## 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.
2
## 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
3
## 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: ……………..…..………….
4
## 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
5
## 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|
|---|---|---|---|
6
## 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: ……………..…..………….
7
## 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.
8
## 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.
9