HARLESTON INFORMATION PLUS Independently examined Trustees Report and financial statements Inaneial year ending 31rt Mareh 2024 Charity Registration number- 1146735 Company registration number- 8010650 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY IA company Ilmlted by Euaranteel CONTENTS PAGE Pa8e Le8al and Adminlstratlvè Information Trustees, report Independent Examinerfs repon io Statement of Financial Activities li Balance Sheet 12 Notes forming part of the financial Statements 13-16 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY IA company limited by guarantee) The Board of Trustees present their report and independently examined financial statements for the financial year 1st April 2023 to 31" March 2024 Registered name: Harleston Informatlon Plus Charlty Charity reglstratlon number: 114673S Company registration number: 8010650 Re81stered offlce and operatlonal address: 8 Exchange Street. Harleston, Norfolk, IP20 9AB 8oard rnember5: Chair- Margaret Griffiths Vice Chair.. Carolyn Malinowski Treasurer: Carolyn Malinowski Other Trustees: Janet Bird Klm Bryant Norman Hart Lynda Ling Jeremy Savage Robin Twigge Company Secretary: None Centre Mana8er: Lucy Marjoram Independent Examlner: Calum Ward & Co Ltd Market House, 4a Church Street, Harleston, Norfolk, IP20 9BB Bankers: 83rclay5. Leicester, LE87 2BB Charity no 1146735 HARIESTON INFORMATION PLUS CHARITY {A company Ilmhed by gu?ranteel TRUSTEES, REPORT FOR THE YEAR ENDING 31 MARCH 2024 The Tru5tee5 Iwho 4re also directors of the charity for the purposes of the Companie5 Artl present their annual report together with the financial statements of Harleston Informats"on Plus Charlty (the charttyl for the year ending 31 March 2024. The Trustee5 confirm that the annLt31 report and finan￿aTr statements of the charity comply with the current statutory requlrements, the reqvlrements of the companws governln8 document, FRS 102 'The Financial reportin8 Standard applicable in the UK and Republic of Ireland" and Charitie5 SORP IFRS 1021 "Accounting and Reporting by Char6tles'. Statement of Recommended Practice app5icable to charities preparing their 3ccoLtnts in accordance with the Financial Reporting Standard FR5102 {effectlve l January 20151. . MEMORANDUM OF ASSOCIATION The charlty Is reglsiered as a charirable company, limited by guarantee and was incorporated on 28 March 2012 and registered as a charlty oft 2 Aprll 2012. The charlty is constituted under the Memorandum of A550ciation. The objects of the charity are: l The promotion for the public benefit of rural re8eneratlon In areas of so¢lal and economi deprivation and in partlcular Sn Harleston and the surroundSn8 area. by all or any of the following means.. o The provision of a free confidential, independent and impartial service of inforniation for the resldents of Harle5ton and the surrounding areas,. The relief of unemployment in such ways as may be thought fit, indudlng the provision of assistance to find employment; o The provision of buslness relared infomiation to unemployed people wlth a ￿eW to assistin8 them in setting up a bu5ines5', The advan￿ment of education. training or retrainln& particulady among unemployed people,, The provision of recreational and oiher facililie5 for the public ai large or those who by reason of their youth, age, infirmity or disablement. poverty or soctal and economlc cSrcumstances have need of Such facilities; The creation of training and employment opportijnities by the prowsion of workspace whether or not svch workspace ts provlded on favourable terms- o The relief of elderly and disabled people who are in need, providing Items, services or facilltles calculated to reliève the needs of such person5 and by the provision of 5UPPOrt to such person5lcarers- o Such other means as may from time to time be determined subjett to the prlor wrltten consent of the Charity Commlssion,. 2 To promote or advance any purpose whlch is charitable according to the law of England and Wales for the beneflt of ihe public principally by the payment tsf grants, loans and other payments to such charity or charities with the same or slmllar a￿a of beneflt as the charity as the trustees shall from tlme to time think flt. Charity no 1146735 b. MrrHOD OF AppoIKfMENT OR ÉLECTION OF TRUSTEES Trustees shall be appointed by resolution of the trustees. The term of office for all tru5tee5 is three years from the date of their appointment. L ORGANISATIONALSTRucfuRE AND DECISION MAKING The trustees of the charity meet hold a monthly management meeting when progress is reported and dlscussed, stfate8y developed and finances scrulinlsed re8ularly. Dayto day control of the Information Centre is dele8ated to the Centre Manager. d. AIMS The trustees, priority alms are currently: o To work with and involve the Iixal community In all that we do o To alleviate local rural and social i501ation o Identify need and offer quality support and Informatlon servlces to help those who are most disadvantaged in our community, these include jobseekers, carers and the elderly o To encourage. promote and initlate projects that wlll provide soclal and cultural benefits to the area o To promote Harleston and its hSnterland, helping to improve the socio-economic quallty of Ilfe for everyone In the communlty. To enable a thriving third sector in the Harleston area by encouraglng volLtnteering in the community and provldlng 5UPPOrt for local volunteer run groups and organisatlons. For our own volunteers. offer trainin8 and support, enhancin8 wellbein8. life skllls and inueasing employabllity o Work in partnership with other organi5aiion5 on projects of benefit to our communi o To seek fvndSng to inStiate and support all of the above e. ACTivrriES ANO PERFORMANCE 2023124 has been a very successfvl year for Harleston Information Plus (HIP} Charity. Our Services have continued to 8row and develop and our team of volunteers has expanded. enabling us to increase the support we provide to the residents of Harleston and its hintertand. All Our actlvities f(Kus on improvin8 the quality of life for local residents and are undertaken to further our charttsble purposes for the public benefit. er the twelve months volunteers, including trustees. gave a combined total of 4.431 hours of thelr time to the work of the Charity. which equates to 3 value of £46.171 based on the National ￿vIng Wage. We have welcomed the Introductlon of new initiatives and ¢ollaborative Wor￿￿8 and have celebrated many successes, one of whlch bein8 our own 20 years of SLtpportin8 the community, originally under the title of Harleston Development PartnershSp, which later became the HIP Charity. We marked this occasion by holdin8 an open week where we welcomed past and present funders, sUPPQrters and volunteers to celebrate with us. see how HIP first began. look back on past projects and share fond memories. We also took the opportunity io celebrate our volunteers and presented long seryice awards to 8 volunteers in recognltion and appreciation of their loyalty, dedication. 5ervlce and outstanding contribution to HIP. We had the privilege of attending the South Norfolk Community Awards where we were shortlisied for Community Group of the Year and we are proud to have been instrumental in Harleston obtainin8 Mindfu5 Town status. with 16 of our own volunteèrs now fully tralned as Wellbein8 Champions. Charity no 1146735 Inforniatlon centre Harleston Information Plus Charity is seen as a community focal polnt. and the Informatlon Centre has contlnued to be very much a hub for the community, welcomln8 over 4,240 vi51tor5 in 2023124. core of volunteer5 speualise In working on the infomètlon desk ond maintain HIP'S 6 day a week service. Our volunteer team increased from 31 to 44 over the year and the Centre Mana8er relnstated volunteer induction tralning for all new volunteers joining HIP. Volunteers receive regular 5UPPOrt to enhance their skills and knowledge and have benefited from the following training-. Safeguardlng Adult5 Awarene55 Emergency First Aid at Work Mental Health FSrst Aid WellÈeing Champion Loss and bereavement IT In addition, volunteers have further developed thelr knowledge of local support servlces havin8 received talks from the following organisations: Harleston's Future Citizens Advice Waveney Foodbank Blossom Charlty NHS Wellbeing Service Pear Tree Fund We were pleased to welcome new Town and District Councillor monthly drolpin surgeries to complement the existing County Councillor surgery. and now offer a Councillor surgery on most Saturdays. We also continued to support local groups and clubs within the community and are pleased to h05t a weekly Citizens Advice outreach service. Susan Whymark's Bereavement Group, U3A Board Games. Art group and Crochet Club, and have recently introduced our own Stitch and Chat group. On-line Forni Filling servlce There is stlll very much 3 need for thi5 service first set up In 2022. With many services only bein8 available onllntr. it helps local residents without IT aecess or knowledge to ¢omplete online application forms such as personal independence payment. attendance allowance, blLte badge applications and concesslonary bus pa55e5. Over the 12 months to March 2024. we supported 49 individu31s, 38 of whom were aged over 70 years. Jobs Club Although support and I:1 appointments were available to lobseekers throughout the pandemic, we felt very 5tronBly that our weekly club was very muth needed to offer peer support, confidence bvÉldin8 and IT help for those looking for work. In February 2023 we reopened the Wednesday drop in club and in the year to 31 March 2024, we have supported 84 jobseekers In their search for employment, In addltion, OL¢r Jobs Club has worked with lurther learnlng pro¥l(fers and ha5 offered the followin8 courses.. Level 2 Supportlng Teachin8 and Learnln8 Retsil and Numeracy Skills GCSE Maths for parents Charity no 1146735 The Centre Manager and Jobs Club volunteers have attended 3 lobs fairs or8anlsed by Dlss Job Cèntre to reach more jobseekers and further promote our Servi￿5. Befrlending Initially set up after the pandemic, our Befriending Servlce is now fully established and contlnues to provide 3 much needed and valued service. During 2023124, 16 volunteers carried out weekly befriendin8 vislts, supporting 26 individuals identified as experiencing loneline55 and socièl isolation within Qur Community. We continue to receive reBular referrals from South Norfolk Help Hub. Adult Social Services and the Norfolk Community Health and Care NHS Trust. Foodbank We have contlnued to support the Waveney Foodbank and art as a referring agency, In 2023124 we issued 207 Foodbank vouchers to local residents and offered crucial sUPPOrt and signposting to external organisatlons. Webslte development HIVS new web51te, launched in December 2022, ha5 been developed and expanded over the last year to provide a wealth of Informatlon on the town's clubs. activities and services. It hosts a communltv calendar on local events and has direct links to the Town Council, V5slt Harleston, Harleston's Future and Harleston & Distrirt Business Forum. Flrst Ald at Work tralnlng We organised 4 Emergency First Aid at Work courses in 2023124. with 37 dele8ates from local or8anisatSons. bustnesses and voluntsry gTOUPS recelvlng th15 e55entlal qualiflcatlon. Includlng 6 of our own HIP volunteerslemployees. Communltyoutreath With funding from the National Lottery Awards forAII. we were able to tomplete a series of community outreach and pop up events durin8 2023124. This included vlsiting a number of villages within our hintefland to ralse awareness of HIP services whilst delivering creative fun art and craft activities. flower arrangin& cookery demonstrations and IT help. We were also ablÈ to deliver a series of drop in IT help se55ions at HIP along wlth two four week cookery classes dellvered at St John's Church and Harleston Sancroft Academv. Winter Warmln8 Pad(s We were ple35ed tg be able to provide Winter Warming Patk5 this financial year. thank5 to a grant from South Norfolk and 8roadland Counul. The pack5 were for ènyone struBElin8 to heat their homes and pay thelr energy bi115 this winter. Santa's Grotto At the Christma5 Lights Switch on in November 2023 we saw 126 children pa55 through Santa's Grotto. This is a 8reat opportunity for us to connect with local families within our communlty and provide an affordable alternative for seeing Santa over the festive period. Lottery Reachlng Communltle5 A5 a result of our revlew of actI￿ries, we èpplied to the Lottery Reaching Communities for a large grant over several years to further develop our Servi￿5. The Lottery applicatlon required consultatSon with the local community about the support services needed. We invlted local groups and organisations tojoin us at one of two HIP present3tion5 delivered at The Swan Hotel in order to Bather feedback from community, and this was used as the basls for the application. Charity no 1146735 Followlrsg some detalled feedback from the Lottery. we subrnltted a revlsed appllcatlon whlch focu55e5 on further developing oul existin8 services rather than introducing new servlces. and we await their response. f. FINANCIAL REVIEW We have benefitted lfi the last twelve months from a great deal of valued support received from the local community. Donatlons We received donatlons totalllng £9.CKIO from Bullock Fair Charity Shop. £315 from Handsomes of Harleston from their Christmas draw. and £150 from Mr and Mrs Spooner from the proceeds of Brockdish Open Gardens, Our staff and volunteers have donated money raised at sta115 at town events and the Chrlstmas grotto. Our donation pots. hosted by many local shopsi provlde us with another valued stream of donation5, as does the renting out of our rooms to local organisations. We would like to expres5 our warmest thanks and appreciatSon for all these donations. Granls We received a grant of £6.500 from the Redenhall with Harleston Town Council and would like to express our appreciation for their continued 5UPPOrt. We are grateful to have been able to secure grants which enabled us to contlnue to run our exlsting Job5 Club and Befriending Service. from the followin8 bodies: Paul Basham Trust - a grant of ÉIO,ODO Saracen5- a 8rant of £4,995 Love Norfolk- a grant of £4.930 Any funds from restricted funding not spent durin8 the current year 15 carried forward to next year. We have in addltion received 8rant funding which enabled us to carry out a number of one-off projects: National Lottery Awards for All grant unspent from the previous year1£7,9071 to provide community outreach Services in surroundine vlllages. which has now been ￿lIV spent. South Norfolk- Warmer Winters grant of £750 South Norfolk Go for It grant £31Xl - to purchase Welcome bags for issue to new residents to the area We have also received glft funding from the tradlng profit of Harleston Information Plus Ltd. whlth Is made on a re8ular annual basis. After a busy and productlve twelve months. we have finished the year in a secure financial position which will stand us in good Stead for the forthcoming year. Reserves pollcy The reserves policy is r￿leWed annually. Durfng the year the trustees examined the charivs requirement for reserves and determined that Designated Reserve5 should be maintained at a level sufficient to cover twelve months. tore running costs together with Sufficient fLsnd5 to meet any reasonably foreseeabbe contlngency. a total of £72,th]. Charlty no 1146735 PUBLIC BENEFIT The trustees have complied wlth their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercisSn8 their power5 and dutles, In preparing this report. the trustees have taken advantège of the small Companies exemptions provided by sertion 415a of the Companies Act 2006 Thi5 report was approved b the trustee5 On I er 2024 and signed on their behalf by: Margaret Griffiths, Chair of Harleston Information Plus Charity Charlty no 1146735 CHARITY COMMISSION Independent examiner's report on the FOR ENGLAND AND IVAIES accounts Ind•p•nd•nt Examlnrf• Roport Report to the tru8toe8 Harlesion Inlofmai'on Pk&5 Charity On •ccounts f4X th• y•ar •nd•d 31 Maith 2024 Charlty nts 1146T35 (11 •ny} 11.16 I rewm io the Irusl*o8 ￿ my ex8mlnation ol the 8CtC4JnlJ of ab +thanty I"th• TNsl"I lor Ihe yegr end￿ 31103r2024 R•8ponslbllllle• Ind ba8ls ol r•port As Ihe chanty's trusloes. you are responsibl8 lor Ihe p￿parat￿n ol Ihe acmmts In accordance wth Ihg roqulrements ￿ tho Chantses Act 2011 I'lhe A¢t"l. I rewl ol my •xamInal￿n d the Trusi's accounts comed undw Sect￿ 745 01 thè 2011 Act 8nd In Cafrying wl my examin811on. I hg¥a folknwed ￿1 the appkubie DireCtA￿S gwen by ihe Charity Corrdnissxjn r se¢tlcrt1 1AgSMb} ol It￿ Art Indop•ndent I h•v• •ted my oxamin•lKJrn I Ihol rK> mal¢rt•l motters t4 oxamlner's statement lo my aiientKm In connec1￿￿ with th8 examin8tK)n i¥hic*s me c8use lo beI￿ve Ihal m. any material resr¢cl: the occounling rocords We￿ not kept th 8tttyd8nce wth sectth 130 ol cho￿11&5 Act. Of the 8ccounls Th)t 8ceord ￿th ace¢)unllrv4 records,, or Ih? 8ccoun15 f¥Jl wilh Ihts applic4bl8 requiremen c¢rtoming Ihe lonn and conlonl ot •ccounis sel Clul ift Charrties IAcc24 2023-24 2023-24 2022-23 Note INCOMING RESOURCES Incomin8 resour￿$ from generated funds: Grant5 Donatlons Sale of donated goods Other TOTAL INCOMING RESOURCES 20,975 6,5 27,769 827 10.201 45,297 27,475 27,769 827 10,201 66,27Z 55.882 25,806 536 7,760 89.984 20,975 RESOURCES EXPENDED Costs 23,882 43.675 67.557 75.339 NET MOVEMENT IN FUNDS FOR THE YEAR IZ.907 1,622 11,285) 14,645 Total funds at l April 2023 9,907 123.193 133,100 TOTAL FUNDS AT 31 MARCH 2024 124,815 131,815 The notes on pages 13 to 16 form part of these financial statements li Charity no 1146735 HARLEsfoN INFORMATION PLUS CHARITY IA company Ilmited by guarantee) BALANCE SHEET AS AT 31 MARCH 2024 2024 2024 2023 2023 Notes CURRENT A55ETS Debtors Cash at bank and in hand 19.803 113.619 132,692 16.678 117,781 134.459 CREOITORS: amount fallln8 due wlthin one year 18771 11.3591 NET CURRENT ASSErs 131,815 133,IC CREDITORS: amounts fallln£ due after one year NEr Assrrs 131,815 133.100 CHARITY FUND5 Restricted funds Designated funds Unrestricted funds TOTAL FUNDS 9.907 38,000 85,193 72.0 52.815 131.815 TheTrustee5 consider that the Charity is entitled to exemption from the requirement to have an audit under the provi51ons of Section 477 of the Companies Act 1.the Acf'i and members have noi reoulred the Charity to obtssri an audit forthe year in Question in accordance with section 476 of the Art. The Trustee5 acknowledge thelr responslblllles for complylng with the requirements of the Companles Att 2C#J6 with respect toaccounting records and for preparingfinancial statements whichgive a true and fair view of the state of affairs of the Charity as at 31 March 2024 and of fts net incoming resources for the year In accordance with the requirements of sections 394 and 395 of the Art which otherwise comply with the reqLTrirements of the Companles Act 2006 relatin8 to ftnanclal statements, so far as appllcable to the Chartty. The financlal statements have been prepared In accordance wlth the speclal provisions relating to companles Subject to the small companies re8ime wlthln Part 15 of the Companles Act 2C#)6. The financial 5tstements were approved by the Trustees on 10th September 2024 and signed on thelr behalf by Margaret Griffrth5. Chair Ston Informatlon Plus Chè Slgnature ....................................................-........,.,.............-............. The notes on pages 13 to 16 form part of these financial statèments 12 Charity no 1146735 HARLEsfoN INFORMATION PLUS CHARrrY IA Company Ilmlted by guarantee) NOTES TO THE FINANCIAL STATEMENTS AS AT 31 MARCH 2024 BASIS OF PREPARATION The finandal statements have been prepared under the historical cost convention, In accordance with FRS11021 The Flnanclal reporting Standard applicable in the UK and Republi of Ireland" and the Charities SORP IFRS 1021 "Accounting and Reporting by Charitie5.' Statement of Recommended Prattice appllcable to charitle5 preparlt)g thelr accounts in accordance wlth the Financial Reporting Stsndard FPS 102 leffertlve l January 20151. There has been no change to the a¢¢ountSng poll¢les (valuation rules and methods of ac¢ountin81 since last year. No changes have been made to accounts for prevlous years ACCOUNTING POUCIES The accounts have been prepared In accordance wlth FRS102. Thls has not made any materlal difference to the financial ststements. In¢omlng resources All incoming resources are included in ihe Statement of Financial Artlvities ISOFAI when the Charity is legally entltled to the Income and the amount can be quantlfled wlth sufflclent rellabi1Sty. Where incoming resources have relatèd expenditure the incomlng resour¢es and related expendlture are reported gross In the SOFA. Grants and donations are only Included in the SOFA when the charity has unconditional entitlement Performance related grants are onty included In the SOFA once the related seryices have been delivered The value of voluntary help received is not induded in the accounts but Is descrlbed in the trustees, annual report. Investment Income Is included In the accounts when recelvable. Resources expended All expenditure is accounted for on an accruals basls. L¢abilitles are reco8nlsed as soon as there is a legal or constructlve oblS8atlon Committin8 the charity 10 Pay Out resources. 13 CharÉty no 1146735 HARLE5TON INFORMATION PLUS CHARrrY IA company Ilmfted by guarantee) NOTES TO THE FINANCIAL STATEMENTS AS AT 31 MARCH 2024 INCOMING RESOURCE5 Restrfrted funds 2023-Z4 Unrestrlcted funds 2023-24 Totsl funds 2023-24 Total funds 2022-23 Grants 20.975 6,5 27,475 55.882 Gifted from HIP Ltd 15.986 15,986 14,045 Donations 11,783 11,783 11,761 Sale of donated 8ood5 827 827 536 Room hire 2.463 2,463 1,730 Other 7.738 7,738 6.030 Total 2Q,975 45.297 66.272 89,984 RESOURCES EXPENDED Restricted Unrestrlrted Totsl Totsl 2023-24 2023-24 2023.24 2022.23 Staff costs 14.718 22,822 37.540 45,450 Other costs 9,164 20,853 30,017 27.889 Totsl 2Y.882 43.675 67.557 75.339 5. DETAILS OF CERTAIN ÉXPENSES TRU5fEE EXPENSES During the year no trustees recelved any payment or remuneration of out-of-pocket expenses FEES FOR EXAMINATION OF THE ACCOUNYS Independent examlner feè £168 14 Charlty no 1146735 HARLESTON INFORMATION PLUS CHARrrY {A company limited by guarantee) NOTES TO THE FINANCIAL STATEMEKfs AS AT 31 MARCH 2024 PAID EMPLOYEES STAFF COSTS 2023-24 2022-23 Gross wages and salarles 37,063 47.090 Employers, National Insurance Pen5ion5 477 360 Totsl 37,540 47.450 AVÉRAGE NUMBER OF FULL-TIME EQUIVALEKf EMPLOYEES IN THE YEAR The parts of the charlty In whlch the employees work 202>24 2022-23 Harleston Information Centre Administrator Centre Mana8er Better ToBether Awards for All Cleaner Total 7. DEBTORS: Amounts fallln8 due wlthln one year 2024 2023 HIP Ltd-8ifted proflt 15.986 14.045 Prepayments and accrued Income 3.097 2.633 19,083 16,678 HIP Ltd Icompany number 046301781 Is donating its 2023-24 profits to HIP Ltd Chafity Charlty no 1146735 HARLESTON INFORMATION PLUS CHARrrY (A company Ilmlted by 8uarantÈel NOTES TO THE FINANCIAL STATEMENTS AS AT 31 MARCH 2024 8. CREDITORS: Amounts fallln8 due wlthln one year 2024 2023 Accruals and deferred Income 877 1,3S9 Total 8T1 1,359 STATEMENT OF RESTRicfED FUNDS Grant funding Brought Incomln8 Out8oln8 Carried forward resources resources forward 11 Paul Bassham grant 10.000 5.OLKI 21 Saracens grant 4,995 4.995 31 Love Norfolk grant 4,930 4.930 41 Awards for all grant 7,907 7,907 5) South Norfolk Council Winter Warmer5 8rant 750 750 61 South Norfolk Go for It grant 300 3(Kl Totsl restrfcted grants 9.907 20,975 23,882 Incomlne resources 202>24 11 A grant from the Paul Bas5ham Tr¢J5t to contribute towards the costs ot the Befrfending Service. 21 A grant from Saracen5 to contribute towards the costs of the 8efrlendin8 SeThiee. The Befriendin8 Setmce provldes telephone or face-tTrface befriendlngto people over the age of 18 to reduce soclal isolation and promote independence. 31 A grant from Love Norfolk towards the costs of running the weekly Jobs aub 41 Awards for All 8rant prolert to enhance opportunities for social interattion, wellbelng and incluslon, developing new activities and peer support across rural locations in South Norfolk. Funding was received in 2022-23, some of which was carried forward to 2023-24 5) Winter Warmers- a grant from South Norfolk Council to provide Winter Warmlng packs 61 Go for It grant from South Norfolk Council to provlde welcome ba8S to hand out to new residents In Harleston and Its h5nterland. 16