HARLESTON INFORMATION PLUS Independently examined Trustees Report and financial ststements fmancxal year ending 31st Mareh 2025 Charity Registration number- 1146735 Company registration number - 8010650 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY (Acompany lirnited by guarantee) CONTENTS PAGE Page Legal and Administrative Information Trustees, report 4-10 Independent Examinees report li Statement of Financial Activities 13 Balance Sheet 14 Notes forming part of the financial statements 15-18 Charity no 1146735 HARLESTON INFORMATSON PLUS CHARir (A company Ilmited by guarantee) The Board of Trustees present their report and independently examined financial statement5 for the financial year 1st April 2024 to 31" March 2025 Registered name.. Harleston I nformation Plus Charitv Charity registration number: 1146735 Company registration number: 8010650 Registered Office and operatlonal address: 8 Exchange Street, Harleston, Norfolk, IP20 9AB Board members: Chair- Carolyn Malinowski to 16.06.25 Vi¢e Chair.. Jan Bird Acting Chair f rom 17.06.25 Treasurer: Carolyn Malinowski to 16.06.25 Trevor Graham from 17.06.25 Other Trustees: Kim Bryant Mar8aret Griff iths Norman Hart Lynda Ling Je￿rny Savage Robin Twigge Company Secretary.. None Centre ManaEer: Lucy Marjoram Independent Examiner: Calum Ward & Co Ltd Market House, 4a Church Street, Harleston, Norfolk, IP20 9B8 Bankers: Barclays. Leicester. LE87 2BB Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY {A company limlted by guarantee) TRU5TEES' REPORT FOR THE YEAR ENDING 31 MARCH 2025 The Trustees (who are also dirertors of the charity for the purposes of the Companies Act) present their annual report together with the financial statement5 of Harleston Information Plus Charity (the charityl for the year ending 31 March 2025. The Trustees confirm that the annual report and financlal staternents of the charity comply with the current statutory requirements. the requirements of the companV5 governing document, FRS 102 'The Financial reporting Standard applieable in the UK and Republi¢ of Ireland. and Charitie5 SORP IFRS 1021 "Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing thelr accounts in accordance with the Firkancial Reporting Standard FRS102 leffective l January 20151. . MEMORANDUM OF ASSOCIATION The charity is registered as a charitable companyy Ilmited by guarantee and was incorporated on 28 March 2012 and registered as a charity on 2 April 2012. The charity is constituted under the Memorandum of Association. The objects of the charity are.. l The promotion for the public benefit of rural regeneration in areas of social and economic deprivation and In particular in Harleston and the surrounding area. by all or any of the following means: The provision of a free confidential, independent and impartial seNce of information for the residents of Hafleston and the surrounding areas,. o The relief of unemployment in such ways as may be thought fit, including the provision of aSSlStance to find employment,. o The provision of business related information to unemployed people with a view to assisting them in setting up a business,- o The advancement of education, training or retraining, particularly among unemployed people,. The provision of recreational and other facilities for the public at large or those who by reason of their youth, age, infirmity or disablement, poverty or social and economic circumstanres have need of such facilities,. The creation of training and employment opportunities by the provision of workspace whether or not su¢h workspace is provided on favourable terms,. o The relief of elderly and disabled people who are in need, providing Items, services or facilitie5 calculated to relieve the needs of such persons and by the provision of support to such personslcarers,. SUCFI other means as may from time to time be determined subject to the prlor written consent of the Charity Commission,. 2 To promote or advance any purpose which is charitable according to the law of England and Wales for the benefit of the public principally by the payment of grants,103ns and other payments to such charity or charities with the Same or similar area of benefit as the charity as the trustees shall from time to time think fit. Charity no 1146735 b. METHOD OF APPOINTMENT OR ELECTION OF TRUSTEES Trustees shall be appointed by resolution of the trustees. The term of office for all trustees Is three vears from the date of their appointment. c. ORGANISATIONAL STRUCTURE AND DEasioN MAKING The trustees of the charity hold a monthly management meeting when progress is reported and discussed, strategy developed and finances scrutinised regularly. Dayto day control of the Information Centre is delegated to the Centre Manager. d. AIMS The trustees, priority aims are currently.. o To work with and involve the local community in all that we do o To alleviate local rural and social isolation Identify need and offer quality support and information services to help those who are most disadvantaged in our communityi these include jobseekers, carers and the elderly o To encourage, promote and initiate projerts that will provide social and cultural benefits to the area To promote Harleston and its hinterland, helping to improve the socio*conornic quality of life for everyone in the community. To enable a thriving third sector in the Harleston area by encouraging volunteering in the community and providing support for local volunteer run groups and organisations. For our own volunteers, offer training and support, enhancing wellbeing, life skills and increasing employability o Work in partnership with other organisations on project5 of benefit to our community To seek funding to initiate and support all of the above e. ACTIVITIES AND PERFORMANCE 2024125 has marked another successful and impactful year for Harteslon Infonnation Plus (HIPI. We have continued to deliver a wde range of infomation and support seryices to residents of Hadeslon and the surrounding villages. ￿lIe expanding both our volunteer team and the srJ)pe of our seNices. Our commitment lo the community rèmains at the heart ofeverything we do. and we are proud to be a trusted source of support, Connection and guidance for so many individuals. A parbcular highli￿1 of the year was being named Community Organisation of the Year al Ihe 2024 South Norfolk Community Awards. This recognilion is a teslament to Ihe dedication of our staff, volunteers. fijnders and the wider Harteslon community. Our team consislently goes above and beyond lo support local residents, and we are incredibly proud of Ihe impacl we continue to have. Further exciting news followed wth confirmation of a successful funding bid to The National Lottery. This generous support wll secure Ihe roles of our currenl staff members and allow us to expand our team wth ￿0 new positions.. a Jobs Club Coordinator and a Befriending Service Coordinator. These new roles will enable us to meet the growing demand for our services, particulady in employment support and socfjal connection, and allow us to proactively reach even rn0￿ people in the local area. The five-year funding, vthich began in April 2025, wll also support the further development of our Information Centre. enabling us to enhance and extend the range of services we offer. This investment is a reflection of HIP'S long-standing commitment, spanning over 20 years, to improving the lives of those in our community, and ￿ look forward lo continuing this vital work in the years ahead. Charity no 1146735 InfornMtion Centre The Infomation Centre has continued lo be very much a hub for the community, welcoming over 3,560 visitors in 2024125, 75 % of thich were Harleston residents. Appendix 1 shows a breakdown of enquiries received at the Information Centre during 2024125, by number, age and nature of enquiry. The majority of enquiries were received from the 65+ age group {60.20/0) We have found Ihal many visits to the Information Centre ar@ not only driv8n by the need for practical infomation and support, bul also by a desire for connection. For many individuals, particularty those vtho may be experiencing loneliness, anxiety, or social isolation, the cent￿ offèrs a ￿lCOm¢n9 space there they feel heard, valued and supported. As a result, the Centre plays an important dual role, offering essential information and a Gompassionate, community-based source of social and emotional support. Online Fomi Filling servlce Our Online Fomi Filling $eNice continues to be in high demand, with appointrments c￿nSIstentIY ftjlly booked. During 2024125, we supported 41 individuals in completing a range of online applications, induding Personal Independence Payment, Attendance Allowance, Blue Badge applications, concessionary bus passes and Pension Credit. Of those supported. 78Q/o were aged over 70 and 83Vo were residents of Hadeslon, reflecting the local need and value of Ihis seNice in supporting older memb8rs of the community wlh essential benefrt and entillemènt applications. Jobs Club During 2024125 the Jobs Club was funded by South Norfolk Council's Community Employability Grant ￿1th focused on delivering one-t(￿one support, enhancing participants soft skills, confidence and access to leaming. A total of 93 jobseekers accessed our Jobs Club support. Of these, 25 received one-to-one careers advice, 37 completed training courses (representing 40010 of those enrolledl and 8 individuals began volunteering. 40 jobseekers progressed into employment following our support, equating to 430/0 of all partiapants. Almost half (48010) of those supported were Hadeston ￿sidentS. thilst others came from neighbouring to￿$ and villages. These figures reflect strong local engagement and positive outcomes for participants in tems of skill development, volunteering and 8mployment progression. A range ofcourses ￿re offered al the Centre including.. Compuler Skills for Beginners Introduction lo MS Word Introduction lo MS Excel AAT Business Skills & Bookkeeping ESOL Emergency First Aid at Work Paediatric First Aid Food Hygiene & Safety COSHH Befriending During 2024125, a team of 15 dedicated volunteers actively delivered weekly Msits to help addres$ loneliness and social isolation within our community. A total of 23 indiwduals benefited from weekly one-to-one support through the Befriending Service, wth 83,/0 of those supported being residents of Harfeston. The Befriending SerNice plays a vital fole in Harl8ston by providing mueh needed companionship and emtional support to those experienan9 loneliness and sorial isolation, helping lo strengthen community connections and improve overall wellbeing. Charity no 1146735 Foodbank We have continued to support the Waveney Foodbank and act as a referring agency. In 2024125 we issued 102 Foodbank vouchers to local residents and offered Crucial support and signposting to extemal organisations. First Aid at Worf( trnining During 2024125, we successfully organised 6 Emergency First Aid al Work courses, enabling 56 individuals from local businesses, community organisations and voluntary groups to receive accredited first aid training. These courses equipped participants with Ihe kno￿edge and practical skills required to respond Confidently lo a range of first aid situations, including managing unconscious casualties and perfomiing CPR. By delivering this training locally, we have strengthened the capaeity of our local community and voluntary groups lo respond effectively in emergency situations. Local businesses have also benefited from this community-based approach, as their staff can access this vital training wthout the added cost and disruption of travelling further afield. Winter Wam)ing Packs We continued to provide Winter Wamiing Packs this financial year for local residents experiencing fuel povety and low income. Sanla's Grotto Al the Chrislmas Lighls Switch-on in November 2024, ￿ saw 145 children pass through Santa, Grotto. This was a greal opportunity for us lo connect wth local families within our community and provide an affordable altemative for seeing Santa over the f8stive period. Charity no 1146735 APPENDIX 1 APRIL 2024- MARCH 2025 Inf0m￿tiOn Centre Enqulries - Statistlcal Breakdown Over 3,560 enquirses were received al the Infomation Centre during 2024125. Iso IDQ HIP Custo¥ner ProlilÈ 65+ Isnr 18-64 (M 17 and under Unknov4n 60.2 % 26V/4 1.7¥0 12.1% Jnrl Nature of Enquiries The Infomiation Centre is primarily used as a Community Hub, and as 8 Sour￿ for infomiation about HIP SeNic8s and local infomation. 2024125 31Q/o 199/0 180/0 9¥• Communi Hub HIP Services Local Information Travel Special EnquiryiWelfar8 Citizens Advi Councillstatutory Tourism Volunteerin 3Q/o 2Vo 1Yo Charity no 1146735 f. FINANCIAL REVIEW We have benefitted irs the last tAvelve months from a great deal of valued 5UPPOrt received from the local community. Donatlons We received donations totalling E9,500 from Bullock Fair Charity Shop, E2,000 from the Harleston Freemasons and £200 from Mr and Mrs Spooner from the proceeds of Brockdish Open Gardens. Our staff and volunteers have donated money raised at stalls at town events and the Chrlstmas grotto. Our donation pots, hosted by many local shops, provide u5 Wlth another valued stream of donations, as does the renting out of our rooms to local organisations. We would like to express our warmest thank5 and appreciation for all these donations. Grants We received a grant of £6,500 from the Redenhall with Harleston Town Council and would like to express our appreciation for their continued support. We are grateful to have been able to secure a grant of £14,268 from South Norfolk Council Employability Grant which enabled us to continue to run our existing Jobs Club. Any funds from restricted fLtnding not spent during the current year is carried forward to next year. We have also received gift funding from the tradin8 profit of Harleston Information Plus Ltd. which is made on a regular annual basis. After a busy and productive twelve months, we have finished the year in a secure financial position which will stand us in good stead for the forthcoming year. Reserves pollry The reserves policy is reviewed annually. Durin8 the year the trustees examined the charity's requirement for reserves and determined that Designated Reserves should be maintained at a level sufficient to cover ￿e1ve months, core running costs together with sufficient funds to meet any reasonably foreseeable contingency, a total of £72,000. Charity no 1146735 PU8UC6ENEFIT The trustees have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers and dutie5. In preparing this report, the trustees have taken advantage of the small companies exemptions provided by section 4153 of the Companies Art 2006 This report was approved by the trustees on 9, December 2025 and signed on their behalf by.. Janet Bird, Actin8 Chair of Harleston Information Plus Charity io Charity no 1146735 CHARITY COMMISSION Independent examiner's report on the FOR fNGIAND AND WALIS accounts s￿l0n A Ind•p•nJenl Ex•min8r'J R•wl R•port to lh• tfU•tw$ HaP10s￿ Infom)akn Plus Chanty On acrourrts for th• y•af 31 klarch 2025 •nd•d Chailty no 1146735 111 any) oul ¢)n pa9•1 I reFK•rt to the trustees rny ex￿En81th ol Ihe acwJnt$ of Iho above Charily I"Ihe Trusi-l ror ye8f en¢¢d 31 / •.517knl$. As Ihe ch8nty'S Inthlges, you are reSpY)ngb￿ for fv weparakn of Ihe ccounis In accordan￿ wlh Ihe requir•ménis of Ihe Chaniw Act 2011 "the Aa"I R••ponslbllitlM and ba51s of report I report In r•sped ()f my •xaminalw of Trvsl's accour*ls ramed oul uThJer 5eciK)n 145 01 ihe 2011 Act and In urryirvj my eXamina￿n. I have lollo%ved Bll Threctths gNen ty the Chafity Cornmiss nder 5edWI 1495Mbl ol Ihe Acl Independeni IT￿ chanty'5 gfOSS incomè oxceeded £250.OCQ and l am qUal$r￿ 10 •x•mln•rfs statement undertake ihe exarninatM)n by boin9 a qualifod rnember ol Iinsert name ol appltab*11sted bodyll Del•t• I l iff w4Katsle I h3ve c24 Note SNCOMING RESOURCE5 Incoming resources from generated fund5'. Grants Donations Sale of donated goods Other TOTAL INCOMING RESOURCES 14,268 6,500 29,784 1,027 10,574 47,886 20,768 29,784 1,027 10,574 62,154 27,475 27,769 827 10,201 66,272 14,268 RESOURCES EXPENDED Costs 21,268 43,306 64,574 67,557 MOVEMENT IN FUNDS FOR THE YEAR 17,(KlO) 4580 12.4201 {1.2851 Total funds at l April 2024 7,000 124,815 131,815 TOTAL FUNDS AT 31 MARCH 2025 129.395 129.395 The notes on pages 14 to 17 form part of these f inancial statements 13 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY (A company Ilmited by guarantee) BALANCE SHEET AS AT 31 MARCH 2025 2025 2025 2024 2024 Notes CURRENT ASSETS Debtors Cash at bank and in hand 19,499 110,115 129,614 19,083 113,609 132.692 CREorroRS: amount falling due within one year 12201 18771 NFf CURRENT ASSETS 129,394 131,815 CREDITORS: amountsfalllng dueafteroneyear NET ASSErs 129.394 131,815 CHARITY FUNDS Restricted funds Designated fund5 Unrestricted funds TOTAL FUNDS 7,000 72,000 52,815 131,815 74,000 55,394 129,394 The Trustees Consider that the Charity is entitled to exemption from the requirement to have an audit under the provision5 of section 477 of the Companies Att 20061"the ACV'I and members have not required the Charity to obtain an audit for the year in question in accordance with section 476 of the Act. The Trustees acknowledge their responsibilities for complying with the requirements of the Companies A¢t 2006 with Fespect to accounting records and for preparing financial statements which give a true and fair view of the state of affair5 of the Charity as at 31 March 2025 and of its net incorning resources for the year in accordance with the requirements of sertions 394 and 395 of the Act which otherwise comply with the requirements of the Companles Art 2006 relatin8 to financial statements, so far as applicable to the Charity. The financial statements have been prepared in accordance with the special provisions relating to companie5 subjert to the small companies regime within Part 15 of the Companies Art 2006. The financial statements were approved by the Trustees on 9 December 2025 and signed on their behalf by Janet Bird, Acting Chair of Harleston Infom)ation Plus Charitv Slgnature .... The notes on pages 15 to 18 form part of these financial statements 14 Chafity no 1146735 HARLESTON INFORMATION PLUS CHARITY IA company Ilmited by 8uaranteel NOTES TO THE FINANaAL STATEMENTS AS AT 31 MARCH 2025 BASIS OF PREPARATION The financial statements have been prepared under the historical cost convention, in accordance with FRS11021 The Financial reporting Standard applicable in the UK and Republic of Ireland" and the Charitie5 SORP IFRS 1021 "Accounting and Reporting by Charities.. Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard FRS 102 leffective l January 20151. There has been no change to the accounting policies (valuatlon rules and methods of accountingl since last year. No changes have been made to accoLEnts for previous years ACCOUNTING POLICIES The accounts have been prepared in accordance with FRS102. This has not made any materlal difference to the financial statements. Incomlng resour¢e$ All incoming resources are inclLbded in the Statement of Financial Artivities ISOFAI when the Charity is legally entitled to the income and the amount can be quantified with sufficient reliability. Where incoming resources have related expenditure the incoming resources and related expenditure 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 only included in the SOFA once the related services have been delivered The value of voluntary help received is not included in the accounts but is described in the tru5tees' annual report. Investment income is included in the accounts when recelvable. Resources expended All expenditure is accounted for on an accruals basis. Liabilities are recognised as soon as there is a legal or constructive obligation committing the charity to pay out resources. 15 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY (A company Ilmited by guaranteel NOTES TO THE FINANCIAL STATEME1￿5 AS AT 31 MARCH 2025 INCOMING RESOURCES Restricted lunds 202+25 Unrestrlcted funds 2024-25 Total funds 2024-25 Total funds 2023-24 Grants 14.268 6.5CKI 20.768 27,475 Gifted from HIP Ltd 17.029 17,029 15,986 Donations 12,755 12,755 11,783 Sale of donated goods 1,027 1,027 827 Room hire 1,999 1,999 2,463 other 8,575 8,575 7,738 Totsl 14,268 47,866 62.154 66.272 RESOURCES EXPENDED Restricted Unrestrfrted Total Totsl 202*25 2024-25 2024-25 2023-24 Staff costs 6.890 33,244 40,134 37.540 Other costs 14.378 10,062 24,440 30,017 Total 21.268 43.306 64.574 67.557 5. DEfAILS OF CERTAIN EXPENSES TRUSTEE EXPENSES During the year no trustees received any payment or remuneration of out-of-pocket expenses FEES FOR EXAMINATION OF THE ACCOUNTS Independent examiner fee £180 16 Charity no 1146735 HARLESTON INFORMATION PLUS CHARI {A company limited by 8uarantee) NOTES TO THE FINANCIAL STATEMENTS AS AT 31 MARCH 2025 PAID EMPLOYEES STAFF COSTS 2024-25 2023-24 Gross wages and salarie5 39,572 37,063 Employers. National Insurance Pensions 562 477 Total 40,134 37,540 AVERAGE NUMBER OF FULL-TIME EQUIVALENT EMPLOYEES IN THE YEAR The parts of the charity in which thè émployees VK•rk 2024-25 2023-24 Centre Manager Centre Administrator Awards for All Cleaner Total 7. DEBTORS: Amouftts fallln8 duewithin one year 2025 2024 HIP Ltd- gifted profit 17,029 15,986 Prepayments and accrued income 2,470 3,097 19,499 19,083 HIP Ltd (Company number 046301781 is donating its 2024-25 profits to HIP Ltd Charity 17 Charity no 1146735 HARLESTON INFORMATION PLUS CHARITY (A company limited by guaranteel NOTES TO THE FINANCIAL STATEMENTS AS AT 51 MARCH 2025 8. CREDrroRS: Amounts +allinÈ due within ono y•ar 2025 2024 Accruals and deferred income 220 877 Total 220 877 STATEMENT OF RESTRicfED FUNDS Grant fundin8 Brought foThvard Incornlng Outgolng Carrled rewurces resources forward 11 Paul Bassham grant 7.000 7,000 21 South Norfolk Community Employability grant 14,268 14,268 Total restricted grants 14,Z68 21.268 Incoming resources 20￿25 11 A grant from the Paul Bassham Trust to contribute towards the costs of the Befriending Servi￿. 21 A grant from South Norfolk Community Employability granttowards the costs of running the weeklv Job5Club 18