erty Charity Registration No. 1137794 ie | Seis a 

> **HOPS (Healing Opportunities Provision Scheme)** ee ee 

> **TRUSTEES'REPORTANDINDEPENDENTLY** a ee | ee BP “sf CUT Eh **EXAMINED ACCOUNTS FOR THE YEAR ENDED** PR «spree Ue! ee ee 

**31 MARCH 2024** 7 .440F= 



## **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 M M  T|
||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|



3 



## **HOPS** 

## **TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2024** 

## **Structure, governance and management** 

The charity was established under its constitution on 23 July 2008 and registered with the Charity Commission in 2010. The trustees who served during the year were: 

L Barefoot 

G Moore 

M Grainger 

E Young 

P Scott also attended trustees meetings and supported HOPS as a non-voting, trusted adviser. 

The charity is managed and administered by a board of trustees who meet approximately every 5 to 6 weeks. Sub-committees include Publicity, Staff and Finance. 

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. 

One trustee received a contribution towards travel expenses. No other forms of remuneration or benefits were given from the charity to trustees during the year. 

During the year, a trustee of the charity donated £5000 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 andlor socially
isolated.
Achievements and Performance
HOPS provides opportunity for people to come together to socialise, share, relax and through our
activities to help reduce stress, pain and anxiety; learn new skills, build confidence and recharge their
batteries.
We do this around holistic therapies and activities, which are relaxing and boost the ability to cope with
stress. Therapies can help a person to find a place of calm, from which they can develop emotional
resilience, build confidence and think more clearly about how to cope with challenges in their life.
We hold monthly Coffee Mornings and Time Out days for unpaid carers. Both providing invaluable
opportunities for respite, for social interaction and a chance to take a breath, to share worries and to
chat in a safe and welcoming space. Time Out days offer 1 to 1 holistic therapies that support and
promote both physical and mental health. Our team of experienced holistic practitioners provide a
variety of therapies to encompass differing needs.
HOPS has continued to deliver classes and workshops
including Singing for Fun, Yoga and Circle
Dancing alongside wellbeing workshops and craft activities. These promote self-care and support
individuals to improve and maintain health.
This year HOPS delivered a pilot course - 'Take Care of Yourself . This consisted of 6 online sessions,
each delivered by a very experienced specialist. Sessions covered different aspects of holistic
wellbeing and selfcare.
The number of unpaid carers registered with HOPS increased by over 80 % to 98 in 2023124. During
the same reporting period, HOPS activities had 631 attendances.
HOPS continues to focus upon generating income to further strengthen and develop the organisation,
including through diversification of funding streams and increased capacity for therapies.
Trustees continue to look to strengthen and diversify our trustee board in order to allow services to be
expanded, to enhance inclusivity and to develop organisational sustainability.
HOPS strives to continually assess its impact and the need for our services. Examples of
feedback gained over the year include:
It's an escape from constant worry and work
Hops is a vital lifeline to help with my health and mental health I really enjoy being part of a really
friendly non-judgemental group I can totally relax there.

HOPS
The therapies are most enjoyable. When you live alon8 and family are far away it is the only time you
feel human touch. It helps you to relax.
HOPS provide a safe escape, for a short time, to indulge in precious restorative time
l enjoy the positive transformation to my physical and emotional wellbeing and my mental health after
attending hops sessions.
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 of activities as
described above.
Financial Review
The financial position for the year shows incoming funds of £74,581 and total outgoing funds of
£56,736. With a balance brought forward from 2022123 of £15,984 giving a carried forward figure of
£33,829, of which £16,330 is restricted funds, £7,289 unrestricted funds and £10,210 as designated
funds. The designated fund contsins a £1,309 redundancy reserve and £8,901 for salaries.
Reserves Policy
HOPS is developing its reserves policy with the aim to try 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: Ll

## **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 2024. 

## **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 MAA T 

90 Fennel Grove South Shields Tyne & Wear 

Date: 22 January 2025 

7 



**STATEMENT OF FINANCIAL ACTIVITIES** _**FOR THE YEAR ENDED 31 MARCH 2024**_ 

## **HOPS** 

||**Unrestricted Designated**|**Unrestricted Designated**|**Restricted**|**Restricted**|**RestrictedTotal Funds**|**Total FundsTOIIIIFunda**|**Total FundsTOIIIIFunda**|
|---|---|---|---|---|---|---|---|
||Funds|Funds<br>**Funds**|**Funds**|**Funds**|**Funds**|**2024**|**2023**|
||(£)|(£)|(£)<br>(£)|||(£)|(£)|
|**Incomeand Endowments**<br>From:<br>Donationsand egacies<br>CharitableActivities<br>Investments<br>Other<br>~~]~~|11,449<br>18,519<br>~~]~~|~~]~~|44,612<br>~~]~~|44,612<br>~~]~~|44,612<br>~~]E~~|11,449<br>63,131<br>0<br>**0**<br>~~]E~~|**8726**<br>**24894**<br>**0**<br>~~E~~|
|**TotalIncomingResources**|**29,969**|**0**|**44,612**|**12**<br>~~_~~|**12**<br>~~_~~|**74,581 **<br>~~_~~|**31,820**<br>~~_~~|
|||||~~_~~|~~_~~|~~_~~|~~_~~|
|**Expenditure on:**||||||||
|RaisingFunds||||||0||
|CharitableActivities|19,759||'36,9TT|'36,9TT||56,7'36|**45,705**|
|Other||||||**0**||
|**TotalResources Expended**<br>**Netincoming/outgoingresources**<br>**before transfers**<br>Transfers|**19,759**<br>**10,210**<br>(10,210)|**0**<br>**0**<br>10,210|**36,977**<br>**7,635**|**977**<br>**7,635**<br>~~E~~|~~E~~|**56,736**<br>**17,845**<br>~~E~~|**41.705**<br>**(1**<br>~~E~~|
|**Net movement in funds**|0|**10,210**|**7,635**|||**17,845**|**114.0861**|
|_T otai funds brought forward_|7,289||8,695|8,695||15,984|30,069|
|**Total funds carried forward**|**7,289**|**10,210**|**16,330**|**33,829**<br>~~(ae~~|||**16.9M**|



8 



## **HOPS** 

## **STATEMENT OF ASSETS AND** 

## **LIABILITIES AS** _**AT 31 MARCH 2024**_ 

|||**TotalFundsTotal Funds**|**TotalFundsTotal Funds**|
|---|---|---|---|
|||**2024**|**2023**|
|||(£)|(£)|
||**Note**|||
|**CurrentAssets**||||
|Debtors and Prepayments|6|216|120|
|Cash at Bank and in Hand||34.663|16718|
|**Total Current Assets**||**34,879**|**16,838**|
|**Liabilities**||||
|Creditors: Amounts falling duewithinone year|7|**(1,051)**|**(854)**|
|Total Current Assets Less Current Liabilities||**33829**|**15.984**|
|Creditors: Amounts falling due after one year||||
|**TOTAL ASSETS LESS TOTAL LIABILITIES**||**33,829**|**15,984**|
|**The Funds of the Charity**<br>Restricted Funds<br>Designated Funds<br>Unrestricted Funds<br>**TOTAL CHARITY FUNDS**||**16,330**<br>**8,695**<br>**10,210**<br>**7289**<br>**7289**<br>**33,829**<br>**15,984**<br>~~rr~~||



Signed by one of the Trustees on behalf of all the Trustees. 

## G Gill 

Date of Approval: 2.::1 J' U ) U 

9 



## **HOPS** 

## **NOTES TO THE ACCOUNTS** 

## _**FOR THE YEAR ENDED 31 MARCH 2024**_ 

## **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. 

## **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. Part of the unrestricted general fund has been transferred to a designated fund to ringfence redundancy liabilities of £1,309 and ongoing salary payments. 

10 



## **HOPS** 

|Restricted Funds|**Bal bit Income**|**Bal bit Income**|**Expenditure Transfer Bal elf**|**Expenditure Transfer Bal elf**|**Expenditure Transfer Bal elf**|
|---|---|---|---|---|---|
|**Funder**|(£)|**(£)**|**(£)**|(£)|(£)|
|Thefundingfrom Theationalottery Community<br>N<br>L||||||
|undfor the provision of SupportingUnpaidCarers<br>E|**2,916**|0|**2,916**||0|
|inSunderland project||||||
|Thefundingfrom TheEdwardGostlingoundation<br>for theprovisionof TheCarersProject<br>F|1,103|0|**1,103**||0|
|Thefundingfrom SunderlandCouncilCoalfield Area<br>Committee fortheprovision oftheWellbeingDay|120|0|**120**||0|
|Thefundingfrom TheNorthernPowergridFundatthe||||||
|Community FoundationTyne andWearand<br>Northumberlandfortheprovision ofenvironmentally|**4,556**|0|**4,055**||**501**|
|themed workshops forunpaidcarers||||||
|TheHospitalof God for the provision of core costs|0|**3,000**|**3,000**||0|
|adrian Trustfortheprovision of core costs<br>H|0|**1,000**|**1,000**||0|
|TheJoiceyTrusfortheprovisionof corecosts<br>t|0|**1,300**|**1,300**||0|
|The Barbouroundation for theprovisionof core<br>costs<br>F|0|**5,000**|**5,000**||0|
|TheAlbertHuntTrust ortheprovision of core costs<br>f|0|**1,000**|**1,000**||0|



11 



## **HOPS** 

|**Restricted Funds**|**Bal b/f Income**|**Bal b/f Income**|**Expenditure**|**Transfer Bal elf**|**Transfer Bal elf**|
|---|---|---|---|---|---|
|**Funder**|(£)|(£)<br>(£)|(£)<br>(£)|(£)|(£)<br>(£)|
|The Community Foundation servingTyne& wear and||||||
|Northumberland-programmeoffestiveactivitiesfor|for<br>0|**1,083**|**1,083**||**0**|
|unpaidcarersinSunderland||||||
|Coalfieldsegeneration Trust-Developmentof<br>R||||||
|group activities andindividualtherapies through|0|**5,000**|**4,567**||**433**|
|partnerships||||||
|PostcodeNeighbourhoodTrust-Support<br>programmefor unpaidcarers|0|**24,733**|**11,721**|**13,012**||
|Chuter Ede CIO -Therapeuticworkshopsand<br>classes|0|**2,496**|**112**||**2,384**|
|**Total**|**8,695**|**44,612**|**36,977**|**0 16,330**||
|Unrestricted Funds||||||
|Designatedfunds||||10,210**10,210**||
|General Fund|7,289|29,969|19,759|**(10,210)**|**7,289**|
|Total|**15,984**|**74,581**|**56,736**|**0 33,829**||



12 



## **HOPS** 

## **Income and Expenditure Analysis 2023-24** 

|**Incomeon:**|||**UnrestrictedRestricted Unrestricted Restricted**|**UnrestrictedRestricted Unrestricted Restricted**|**Restricted Unrestricted Restricted**|**Restricted Unrestricted Restricted**|**Total**|**Total**|
|---|---|---|---|---|---|---|---|---|
||||**2023-24**||**2022-23**||**2023-24**|**2022-23**|
|**Raising Funds**|**Raising Funds**||**(£}**|**(£)**|**{£)**|(£)|(£)<br>(£)|(£)<br>(£)|
|**CharitableActivities**|||||||||
|Coursesand Classes|||3,390||3,057||**3,390**|**3,056**|
|Treatments|||130||||**130**|**0**|
|Grants|||15,000|44,612||21,806|**59,612**|**21,806**|
|Donations|||11,349||6,726||**11.349**|**6,726**|
|GiftAid|||100||31||**100**|**31 **|
|**TotalIncoming**|**IncomingResources**||**29,969**|**44,612**|**9,814**|**21,806**|**74,581**|**31,620**|
|**Expenditureon:**|||**UnrestrictedRestricted Unrestricted**||**Restricted UnrestrictedRestricted**||**Total**|**Total**|
||||**2023-24**||**2022-23**||**2023-24**|**2022-23**|
|**Raising Funds**|**Raising Funds**||(£.)|(£)|**(£)**|**(£)**|**(£)**|**(£)**|
|Salaries,NIand|P|ension/Contractors|13,695|32,005|7,029|30,338|**45,700**|**37,367**|
|oom Hire<br>R|||3,708|1,916||4,4n|**5,624**|**4,477**|
|MaterialsforActivities|||35|1,456||1,112|**1,491**|**1,112**|
|ffice Consumables/Equipment<br>0|||10|||401|**10**|**401**|
|Marketingand<br>P|ublicity|||1,186|||**1,186**|**0**|
|Insurance|||631|||580|**631**|**580**|
|Staff Expenses||||123|||**123**|**0**|
|Services(Telephone,Computer)|||195|290||307|**485**|**307**|
|rofessional Fees<br>p|||1,200||583|617|**1,200**|**1,200**|
|Subscriptions|||285||260||**285**|**260**|
|**TotalResources Expended**||**Resources Expended**|**19,759**|**36,977**|**7,872**|**37,833**|**56,736**|**45,705**|



**13** 



## **HOPS** 

## _**3. Paid Employees and Contractors**_ 

|**Unrestricted**<br>**(£)**<br>4,299<br>9,396<br>**Designated**<br>**(£)**<br>**Restricted**<br>(£)<br>22,903<br>**1,541**<br>7,561<br>**285**|**RestrictedTotat23-24Total22-23**<br>(£)<br>(£)<br>(£)<br>22,903<br>**27,202**<br>**28,086**<br>**1,541**<br>**867**<br>**16,957**<br>**8,414**<br>**285**<br>**260**|
|---|---|
|**13,695**<br>**0**<br>**32,290**|**45,985**<br>**37,627**|



## **4. Trustee Expenses** 

One trustee claimed £123 for travel expenses. No other Trustees (or persons connected with them) received any remuneration or benefit from the charity during the year. 

## **5. Tangible Fixed Assets** 

There are no tangible fixed assets held at this time. 

## **6. Debtors and Prepayments** 

## **Total 23-24 Total 22-23** 

(£} (£) Trade Debtors 216 120 Pr:epayments 0 0 **Total 216 120** ~~—_|—~~ 

## **7. Creditors and Accruals** 

## **Total 23-24 Total 22-23** 

(£) (£) Ht',il C 253 264 Trade Creditors 798 590 Other Creditors and Accruals O 0 - - - - - + - - - - - | | **Total 1,051 854** 

## **8. Transactions with related parties** 

There were no transactions with related parties during the period. 

14