Charity Registration No. 1137794 **HOPS (Healing Opportunities Provision Scheme) TRUSTEES' REPORT AND INDEPENDENTLY EXAMINED ACCOUNTS FOR THE YEAR ENDED** **31 MARCH 2023** ## **HOPS** ## **LEGAL AND ADMINISTRATIVE INFORMATION** |**Name:**|HOPS (Healing Opportunities Provision Scheme)| |---|---| |**Charity Number:**|1137794| |**Trustees:**|L Barefoot| ||M Grainger| ||G Moore| ||E Young| |**Address:**|The Old Rectory| ||The Broadway| ||Houghton-Le-Spring| ||SUNDERLAND| ||Tyne & Wear| ||DH4 4BB| |**Bankers:**|The Co-operative bank| |**Independent Examiner:**|Colin Scudder MAAT| ||90 Fennel Grove| ||South Shields| ||Tyne and Wear| ## **HOPS** ## **CONTENTS** ||**Page**| |---|---| |Trustees' report|4-6| |Independent examiner's report|7| |Statement of financial activities|8| |Statement of assets and liabilities|9| |Notes to the accounts|10-14| ## **HOPS** ## **TRUSTEES' REPORT** ## _**FOR THE YEAR ENDED 31 MARCH 2023**_ ## **The trustees present their report and accounts for the year ended 31 March 2023.** ## **Structure, governance and management** The charity was established under its constitution on 23 July 2008 and was last revised on 23 May 2017. It was registered with the Charity Commission in 2010. The trustees who served during the year ended 31 March 2023 were: L Barefoot G Moore M Grainger E Young A Walker The charity is managed and administered by a board of trustees who meet 7 – 10 times per year. Sub committees for Publicity and Staff and Finance meet as needed and report to the Board. The appointment of trustees is set out in the Constitution. The recruitment of new trustees is periodically undertaken by the Board which follows an open and fair recruitment process taking due account of the skills and experience of existing trustees and the needs of the charity and the desire for its membership to reflect the diversity of the local community. The trustees have assessed the major risks to which the charity is exposed and are satisfied that systems are in place to mitigate exposure to major risks. Our major financial risk is in the generation of income by way of grants and donations. We monitor our income and expenditure at least each quarter and tailor our activities to the resources available. None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year. During the year, a trustee of the charity donated £5,000 to the charity to support its ongoing work. All trustees are required to read the Charity Commission’s guidance in ‘The Essential Trustee’; and some have had previous experience of being a Trustee for other charities. Training opportunities are provided as required, e.g. safeguarding. To ensure effective and efficient development and delivery of services, HOPS liaises closely with a wide range of local organisations, including voluntary and public sector bodies. These provide key networking and partnership opportunities plus sharing of best practice and infrastructure support. 4 ## **HOPS** ## **Activities & Objectives** HOPS aims to relieve sickness and preserve and protect good health, principally by the provision of holistic healthcare, self care classes and non-residential respite and support for unpaid carers, older people and those in difficult circumstances, including those who are unemployed and/or socially isolated. ## **Achievements and Performance** This year has been one of growth and positive development for HOPS. Following a significant office move and funding related change of staff in 2021, HOPS has rebuilt and evolved its services and delivery throughout 2022/23. We significantly strengthened our staff team in order to increase capacity to respond to delivery demand. Appointment of an Admin & Publicity Officer and of a Carers’ Support Worker has allowed HOPS to both provide valuable regular activities and to look at sustainability and development. We hold monthly Coffee Mornings and Time Out days for unpaid carers. Both provide invaluable opportunities for respite, for social interaction and a chance to take a breath, to share worries, to relax and laugh in a safe and welcoming space. At a Time Out day, carers benefit from 1 to 1 holistic therapies that support and promote both physical and mental health. Having three experienced therapists working at each session allows us to provide a variety of therapies to encompass differing needs. HOPS has continued to provide weekly classes that promote self-care and support individuals to improve and maintain health. Meditation and yoga classes are delivered online and Singing for Fun is held in person. These classes, alongside further courses and workshops, are open to a wider range of beneficiaries. We also coordinated a Retreat Day for Carers. Held at the historic Seaton Holme, the day provided therapies, activities and lunch. Having these days offsite provides a welcome extra change for carers and is an area that HOPS aims to develop in future. Trustee development sessions provided the opportunity to reflect and review and to look at HOPS’ strategic development. Moving forward we will be developing means to strengthen and broaden our delivery of therapies; we will maintain a focus upon unpaid carers but also seek to develop strategies to reach HOPS’ wider intended beneficiaries – older people and those in difficult circumstances or socially isolated. HOPS will also look to extend delivery back into local communities across Sunderland. HOPS is in a strong place for new development and growth. To help us to develop organisational resilience, we will look to strengthen and diversify our trustee board. This will assist us in our aims to expand services and to broaden income generation in order to develop sustainable growth and resilience. ## **Public benefit** The trustees have considered the guidance produced by the Charity Commission on the provision of public benefit and they confirm that public benefit has been provided by the range 5 ## **HOPS** of activities as described above. ## **Financial Review** The financial position for the year shows incoming funds of £31,620 and total outgoing funds of £45,705. With a balance brought forward from 2021/22 of £30,069 this leaves a carried forward figure of £15,984, of which £8,695 is restricted funds and £7,289 unrestricted. ## **Reserves Policy** HOPS is developing its reserves policy with the aim to build up unrestricted reserves which equates to 3 to 6 months expenditure. This will provide sufficient funds to cover management and administration support costs and redundancy liabilities and any emergencies that may arise from time to time. On behalf of the Board of Trustees Ms L Barefoot Trustee Dated: 28 January 2024 6 ## **HOPS** ## **INDEPENDENT EXAMINER'S REPORT** ## **TO THE TRUSTEES OF HOPS** ## **Independent Examiner's Report to the Trustees of Healing Opportunities Provision Scheme (HOPS) (Charity No 1137794)** I report to the trustees on my examination of the accounts of Healing Opportunities Provision Scheme (HOPS) – (the charity) for the year ended 31 March 2023. ## **Responsibilities and basis of report** As the trustees of the charity, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (the Act). The charity’s trustees consider that an audit is not required under section 144(2) of the Act and that an independent examination is required. It is my responsibility to: - (i) Examine the accounts under section 145 of the 2011 Act; - (ii) to follow the procedures laid down in the general Directions given by the Charity - Commission under section 145(5)(b) of the 2011 Act; and - (iii) to state whether particular matters have come to my attention. ## **Basis of independent examiner’s report** My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below. ## **Independent examiner’s statement** In connection with my examination, no matter has come to my attention: (a)which gives me reasonable cause to believe that in any material respect the requirements: (i) to keep accounting records in accordance with section 130 of the 2011 Act; and (ii) to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or (b)to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. ## Name: Colin J Scudder MAAT 90 Fennel Grove South Shields Tyne & Wear Date: 15 January 2024 7 **HOPS STATEMENT OF FINANCIAL ACTIVITIES** _**FOR THE YEAR ENDED 31 MARCH 2023**_ 8 **LIABILITIES AS** _**AT 31 MARCH 2023**_ ## **HOPS** ## **STATEMENT OF ASSETS AND** Signed by one of the Trustees on behalf of all the Trustees G Gill Date of Approval: 28 January 2024 9 ## **HOPS** ## **NOTES TO THE ACCOUNTS** ## _**FOR THE YEAR ENDED 31 MARCH 2023**_ ## **1. Accounting Policies** ## **Basis of Preparation** These Financial Statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective January 2015) – Charities SORP (FRS 102). Healing Opportunities Provision Scheme (HOPS) meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s). ## **Reconciliation with previous Generally Accepted Accounting Practice** In preparing the accounts, the trustees have considered whether in applying the accounting policies required by the Charities SORP FRS 102 the restatement of comparative items was required. At the date of transition, no restatements were required. ## **Incoming Resources** These are included in the Statement of Financial Activities (SOFA) when: - the charity becomes entitled to the resources. - the trustees are virtually certain they will receive the resources; and - the monetary value can be measured with enough reliability Donations are only included in the SOFA when the charity has unconditional entitlement to the resources. Capital Grants are released over the economic useful life of the asset to which they relate. ## **Resources Expended and Liabilities** Resources expended have been analysed using a natural classification. Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources. ## **Taxation** The charity is exempt from corporation tax on its charitable activities. Registered Charity No. 1137794. 10 ## **HOPS** ## _**2. Funds**_ The Charity has 2 funds, an unrestricted general fund and a restricted fund used to fund the delivery of specific projects to support the organisation’s charitable objectives: hence all movements on each fund are disclosed. 11 HOPS Restricted Funds Funder Bal blf Income Expenditure Bal clf (£) 1£) (£) The funding from Sir James Knott Trust for the promsion of core costs The funding from Hosprtal of God for the provision of core costs The funding from The Hadnan Trust for the provision of core costs The funding from Tolent LiwrrfJ Limrted for the provision of the Carers Get Together The funding from The Edward Gostling Foundation for the provision of The Carers Project The funding from Sunderland Council Coalfield Area Commtttee for the provision of the Wellbeing Day 7,500 7,500 3,000 3,000 1,000 1,OtX) 250 250 5,000 3,897 1,103 500 380 120 The funding from The Northern Powergrid Fund at the Communty Foundation Tyne and Wear and Northumberland forthe promsion of enmronmentally themed workshops for unpaKI carers 4,556 24,722 21,806 4,556 8,695 Total 37,833 Unrestricted Funds General Fund Total 5,347 9,814 30.069 31.620 7,872 45.705 7,289 15.984 12 HOPS Income and Expenditure Analysis 2022-23 Income on: Unrestricted Restrictsd Unrestricted Restricted 2022-23 2021-22 (£) Totsl Total 2022-23 2021-22 i£} Raising Funds {£) Charitable Activities Courses and Classes Treatments Grants Donations Gift Total Ineoming Resourees 3,057 3,113 3,057 3,113 21,8C6 32,386 21,806 6,726 31 31,620 32,386 2,876 88 38,463 6,726 31 9,814 2,876 88 6.077 21.806 32,386 Expenditure on: Unrestricted Restricted Unrestricted Restrieted 2022-23 2021-22 £1 Total Total 2022-23 2021-22 £} 1£ Raising Funds SalarEs, Nl and Pensionlcontraclors Room Hire Malenals for Actmties Office Consumables]Equipment Marketing and Publicty Insurance Staff Expenses Serwces ffelephone, Computer) Professional Fees Subscriptions Total Resources Expended 7,029 30,338 4,477 8,715 3,780 18,011 888 2,376 2,295 37,367 4,477 1,113 401 26,726 4,668 2,376 2,378 11)0 635 130 1,486 1,000 227 39,726 401 83 100 635 580 580 130 307 617 1,486 1,000 227 16.026 307 1,200 260 45,705 583 260 7,872 37,833 23,700 13 ## **HOPS** ## _**3. Paid Employees and Contractors**_ ## _**4. Trustee Expenses**_ None of the Trustees (or persons connected with them) received any remuneration or benefit from the charity during the year. The trustees did not claim any expenses during the year. _**5. Tangible Fixed Assets**_ There are no tangible fixed assets held at this time. ## _**6. Debtors and Prepayments**_ ## _**7. Creditors and Accruals**_ ## _**8. Transactions with related parties**_ There were no transactions with related parties at this time. 14