HELPING OLDER PEOPLE NEW FOREST (A Company Limited By Guarantee) Reglstered Comparry No: 08326736 (England and Wales) Reglstered Charity No: 1152294 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31st March 2022 DAVIS. BURTON. WILLIAMS & CO. Chartered Accourrtants Office B11, Sutton BuSisS Centre Re8tmor Way. Wallington Surrey. SIK 7AH
HELPING OLDER PEOPLE NEW FOREST Report and accounts ontents Tru8te8$ Report 14 Report of the Exaniner8 St*ement of FinarKial ActMti88 &7 Balance Sheet Not88 10 the ¥¢ounts 11
HELPING OLDER PEOPLE New FOREST Report of the Trustees for the year ended 31st March 2022 The Injstees who ar& also directors of the charty. Helping Okler Pg)ple New Forest. known 88 HOPe, for the purposes of tha C(*rpan Act 201, present their repcmt Imth the financtal statements ofthe charity forthg ended 31 Mah 2022. Rgfernnce And Admlnlstratlvè Dotall Registered Company number 08326735 IEngLgnd and Wales) Rfjglst•r Charlty numb•r 1152294 Rog1•t•r Offlce 25 Ken8inglon Park Mimord On Sea Lymington Hampshire S041 OWD TrustoeslDlr•ctorn Mr¥ M Clarke, FCCA Mr D N WTung818 Mr S R Willkqms Mrs P C Inglis Mr8 M Morgan Accountant• & Indop•nd•nt Examln•r• Dav1$ Burton willM$ & Co. Chartered certif Ac¢ountsnls OffKe B11. Sutton 8usin•$8 C•ntre Restmor Way, Wallington Surr6y, SM6 7AH Strudur•. G¢wgrnanc• and IAanagem•nt Govornlng document The organtsalion is a charrtabkl ccmpany linrted by guwantee in¢ovporat8d on 11 Dttanber 2012. The company was establshed under 8 Memorandum of AsKKi8ti"on wthich estsblished the objects and powers of the charrtable cLYnpany and is governed under ts Articles of Asscciathin. In the event of the company beiThJ wound up the membern required to contn'bute such an amount as may be required (not exceeding £11. RKrultmoTrt and apwntment of n•w trustee The Directory of the company are also charty trustee8 for the purpcw c¢ charty and undér the compans18 Articlo5. The Trustees seek to ensure that the nged8 of thi8 groLP are appropriatety rew through the diversty ofth8 trustee body to enhance the p(rtential skil set eyience of Trustee6.
HELPING OLDER PEOPLE NEW FOREST Report of the Trustègs for the yéar ended 31st March 2022 Inductlon and tr•lnlng of now trustees Potentgl Trustees are to be invrted to attd a short trathiTrJ 8e88ion wth the Trustees of the charty to farniTharise themsefves with charity arKI the contexl within whh it operates. Oryanl8atlonal strnclure The company wa8 in¢orpoTated on the 11 Dec&nber 2012 as a ch8rrtabk company limited by guarantee arKI not having a share capital. Its members are such petsons amitt&J lo membership by the Tr¢J8te88. OBJECTIVES AND ACTMTIES ObJectlv8s and 8lm$ HOPe's charit8bk objectiv88 are aj fdlovm:. To promolo the folknmng PUryKW8 for tho benefrt cl the public andlor ohjer pooplg in and around tha New Forest in Hampshire - Support In tknes of no•d, bereabfjment. lon8line$5 8fKI lsd. - Older people era $upported lo INe independendy. - Older people arg less likety to use heahh and care servic88. - A8SiSt pensioners with financial matters including beneffl8 and th• filling in of fomi8. . Okler people are supported to engage with kcal 8ervu ddlv HOPe'8 ov8r•ll oim 18 to delp•pr good qu81ty, 8U8tainabl8 services to ohJ8r peopb. their carers, friend8 and rdalMI8. Hope is a l¢xdty baaed Gharity and rd108 on kxal 8UPF)t for k£al pW. Priorty 18 given to offeriNJ infonnation and •Jwc8 servw. are provthj by fvlty trained a8816. Hope 8180 runs a befri8nding service. All wvic86 aro 8afé.imp8rtkl, fulty acce8818. confidential and user ITndty- 8trateglc Dlr•ctlon of th• Charlty - To strwe to meet the need8 of the lder olthe Forgst- aB far a6 we are able. - To offer sermces which make a real drfference. - To eng8ge wrth local pecwe and communitw and to in7th them In our work. - To ensu 8 strong. profeswond or9anisat)n which 16 self supportirs and sustainabb8 in the k)ng term. - To work In partnernhl) with other ganIsaon8 80 that togethèr VP can strengttien our impact D•llvery of Publlc Ben•l# Th8 Tru8168s in coMp.1¥j wh th88e dulw report that HOPe V•YJrtt$ to pwde benefft to older peop, their carers, friends and reLqtf4es in the Forest. tt does this by providing services to meet known needs. are cpen and sSIble and invofve the kxal community. They are Iree at the point of delNery. HOPe c(Kyer8tivety with other cryani88tions to maximi8e public b8neff(.
HELPING OLDER PEOPLE NEW FOREST
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HELPING OLDER PEOPLE NEW FOREST Report of the Trustoes for tho y•ar ended 31st March 2022 STATEMENT OF TRU8TEES RESPONSIBILrnE3 contlnued The Trustees are responsible for keeping proper ¥inting rKor(l$ vthich disck)se with reasonab accuracy al any time the financial prtIon of th& Chartsb company and to en&+ them to ensure that the financial statements compty wth the C(Mnpanie8 Acl 2(. They are also responsible for safeguarding the assets of the charitable company arKI he8 ts ting reasorbable steps for the prevention and detection of fraud and other irregulanties. In so far as the Trustees are awe.. - there is no relevant examinatr"c infi>miai¥Jn of wfiich the charitabte comp8nV8 examiner8 are un8war8.' and tha Tru81oe8 have taken all steps that thèy ought to have taken to make themselves aware of any r¢vant examinatitin informat)n a1 to estabwl that the examiners are aware of that infcrfm*ion. Tru•t•M att•ndan¢• at m•ng8 Due lo Covid there was 2 megtings and the Tru8tea8 attenda ot tha me8ting8 w¢re'. Mrs M Clark8- 3 of 3 MrDNWTungate-3of3 Mr S R William8- 3 of 3 Mr8PC Inglis-2of3 Mr8 M Morgan- 3 of3 STATEMENT AS TO DISCLOSURE OF INFORMATION TO ACCOUNTANTS So f¥ as tha Tru8tegs are are, there 18 no relèvant information {88 defined by Soction 418 of t Companie$ kt 20C61 of lch the chanlable cerfnpanl$ accountants 8re unoware. and e8ch Tru#tég has taken all the steps that they ought lo have taken as a Truste8 in order lo make them aware of any examinath info[matn and to establish thal the charitable companys examiners are aware of that infomatl¢)n. ACCOUNTANTS The ae¢ountsnts, Davis. Burton, Willws & Co. will b8 propxed for rwjointmenl in the forthcoming Annual General Me•tirvJ. ON BEHALF OF THE BOARD OF TrUSTEES . Truslee
HELPING OLDER PEOPLE NEW FOREST Independent Examlnar8 Report for th• year onded 3181 March 2022 INDEPENDENT EXAMINERE REPORT I report on th• &Unts ofthe dwrity forthe eNd 31 M 2022, which we set out Cn PaJ08 810 11. R6pKtiv• fvsponBlblllttv of th• Trt#• •nd Examlnor As de8¢rited on pap 3 tho charitys tru8t•e8 arè r•sble forthe wyrion ofthe W)ts. The chartys trugtees consider that an authl is not reqiir8d for this year und8r aedion 14412) of ts ChariU&8 Act 2011 (the 2011 Act) and that an independent examinat is needed. It b my re8pon8lbllty to.- - exAmin• acc•unt8 under 145 the Chath'es 2011 Att, . to folbw tho wocedure81old in th• G1 Dr•cl9 by thg Chwity CommM8hJn•r under Mction 145 (5llb) of 2011 Art. . to Stats %th•th•r pkLdar m•ttors hav8 o)mg tt) my attenkn. B•81• of Indfrp•ndfrnt Examlnoe• R•port My examinalion ¢aNi•d out in dar WTth the General Dir8d6 gw8n by th• Chanty Commi$$ioners. An eXamInatK indude8 a revkY4¥ of the accoun9 Tec¢rds kept by the charity ¥md a compariwi ofth• accounts prgjenled vith thos8 I•¢(d8. 11 akn thc1•S ¢Iat1)n of any uSUal items or di5dosur88 in the acwunt8, seeking explanalon8 from 99 trugte•8 cora1n9 wy Such mtt8r8. The proc•dur88 Und•rtak do not wovKI8 al the dence Ihat be requir•d In conwuendy I do not •xpro88 an 8udit ophlon on vi8w giv by th• accxmt•. Ind•wnd•nt Examlnorf• Statwnent In connecllon wth my examination, no matter hoa to rny ailWit.. (11 whoch glve• me rea8onoblè c•u8é to belwè fvl kn any matèftal i•¥d the rwAr•ment8 - to ke•p 8c<ounting r•wd8 In adance with kn 130 of th• 2011 A¢l'. and - to pr•pare accounts wNch acoxd ith th• •¢Cnr ar#Y corn th• 40)wrtinq r•qulrem•nts of the 2011 Act hav• nrA b••n moL' or 121 to vhich, in my oplnion, attent*)n 8hwkl b& In c¥Yl8r to enoL40 a woper underntan¢lng of thg accounts lo be reached. P R Williams F.C.C.A- Ilrthwd•nt Examinw) Daws Burton Willi?m8 & Co Chattsred Cerbfied Accountants Offic& B11, Sutton Bu8ing88 Centre Restmor Way, Wallington Surrey, SM6 7AH 22
HELPING OLDER PEOPLE NEW FOREST STATEMEKf OF FINANCIAL ACTMTIES forthe 31 PAARCH 2022 2022 2021 Totsl Funds Totsl Funds Funds Funds COMI Grants Donats'ons- Other Befriending Infom1ao and Advrc¢. Ring1 se8 Legaaes Furfough ScMe In 6,867 1.255 6.667 1.255 1,885 5.000 7T,220 69,169 8,022 5.000 1.885 s.0 7T220 23,516 7,164 714 714 85.856 6.885 92,741 132 389 OURCE EXPEND Charitablè Activities". Information and Advlc BefrierKling Fundraislng Publicty- Indudlng Webstte Co8t8 18.534 10.329 82.633 358 3,758 4,542 22,292 14,871 82,633 358 120 154 20.812 5,941 72.968 48 99.569 Goveman¢e Costs.. - Admlni8tration In8uranc• ACuntan¢Y Fee8 13 1.310 13 1,310 13 1,282 2,372 3.280
HELPING OLDER PEOPLE NEW FOREST STATEMENT OF FINANCIAL ACTMTIES forth• 31 MARCH 2022 I¢<tInU•d 2022 2021 Total Fund8 Tolal Fund8 Fund8 Fund¥ xp ED 115.134 123.434 103.236 m5n (29,278) 11.41• (30.&3} 29.153 Totsl Fund8 Wl fcrfward 26,514 13,357 41.871 12,718 41871 l activities for the rr*nt d8th frrffi corfnwThJ op&alwM. Nonfj ollh8 companV8 aC0vO8 w•r• Ted or dlBC4)ntinu¢d during the ytr•r ther• w8re Trj recognised 98ln8 8rKI b88e5 for 2022 or21f21 otrw than i[4e in th• proffit and1088 ottount. The not98 C pago8 9 to 11 form an IntowAI part ol th880 4¢Q•.
HELPING OLDER PEOPLE NEW FOREST 8ALANCE SHEET •8 •t 31 IURCH 2022 2022 2021 ED ASSETS T8rrfJible Assats 3,172 8.229 CURREpir SSETS Debtors C88h 81 Bank and in H¥KI 5.498 20.9)5 3.932 30,612 38,544 CTeditorn 14,508 24.036 30 265 11,942 13,357 RICTED F General Purposgs Fund For th fin8ncAal year in qu•Jtion the c4xnp8nyw •ntilknJ to mpl10n 88CC 477 ofth8 Compsnlo8 Act 2006 r•l8b"ryJ to 8mall companio>. No mernborn hA¥rn r8quif¢d c4Jrnp8ny to cotsin #n aLKJr¢ of it8 a(xounts for th• in qu•8b"on In •eMrdanc• wrth s•ction 476 of the Compan4 A¢t 2CIK. The directors aLnowl•Jge ththr resp1 cornptyiThJ ith th• wuir•mants ol th8 Act vAth b) aceountsTrJ record8 8ThJ for tr prepara1m ol accwnts. Th• accounts hM b8•n prwr•J in aCccKthft 4th awlicabkn to clxnpaniw 8ubJ8ct to th• 8mall ¢ompani88' reglmfj. Approvtra by th& TnL4t•88 aNI svJnod Iwr thr ty.. &gned M Clarke Sig not•s on palw 9 to 11 forn) an int*Jral pwt ofthese gw)un
HELPING OLDER PEOPLE NEW FOREST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR EIIDED 31 MARCH 2022 A¢¢x)unting Polriès lal sis f Acco ntin The finandal statements Iwe been prep¥811 urthr the hist¢Jical eo o)fwention and in arthrdance with the Stslemenl of Recommended Pwtice'Accounting and Repth'ng by Charitiès. ISORP 2C)51 issued in March 2005 and apF4&ib UK Accounts'ng Slandard8 th8 Ctwrtigs Act 2011. Depraaation 18 prOded on tangible fixed as8ets at rntes calxlated lo lte off the cost of egch assot over It8 estimated usefijl lrfe a8 IloW8... Premi888 Fiylures & Fittings Office Equlpment Computers D&pr8¢fjat over tem of 2A Strah1 line bayis 20% straight line ba8 25% straight line bas Atl Inctynin9 ffjSOu are Teccgntsed once the (arity has entttkmenl lo the resources, it is cgrtain tho1 thè res¢urc¥$ will be receNed and the monetary value of IntMmIg r8sourc8s can be measurgd wth sufficAgnt reliablty. Overhead and suppjrt costs have been onctaled btheen tharitaile xtivtues and 90mar costs Sn proportion to Ihe gsl¥naied admIntraI burden apF4kbl8 to ch •ctsvty. Thg allocaibn of overhèad 8nd support Costs is afjd In note 2. Gov8manco $ts compYMe al ¢08ts knrAl In thg wblc accnIa of th8 chorlty and Its complianeo wth rewlallon and good praclke. The kd¢)wn of 8UPPOrt costs arwj hfAf thgse m alhx*ted betwe•n Charilabkn Acilvitse818 shown In the tsbles b810w. Admlnistralion oxpensos Salaries Preml8es c08ts Depreciallon 8,239 5,180 Ch rita Information and advlce Fundraising Befriending 10,329 82.633 10,329 103.291
HELPING OLDER PEOPLE NEW FOREST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 IntInued) 3 Fixod Ats Flxturgs a Pr•m15 C¢)mWors Flttlngs Equlpment Totsl COST At 1.4.2021 Addrtions Disposals At 31.3.2022 25.523 897 3,352 35.837 2.123 615 25.523 3.352 37.960 DEPRECLATION At 1.4.2021 Charge for ygar Dispo$als At 31.3.2022 19,294 4,680 897 377 6,065 123 3,352 29,608 5,180 23.974 1.274 6.188 3.352 34,788 NET 800K VALUE 31.3.2022 1,549 1,131 492 3,172 31.3.2021 6,229 6,229 4 8tock• 2022 2021 5 D•btorn 2022 2021 Debtor8 and a¢¢rued income S.498 3,932 6 Cro1Illorn- fallllng duo wlthln on• yg•r 2022 2021 Accruals Other Cred4tors- Loans 7.397 15,( 22,397 2,902 2,902 7 Fund• 2022 Totsl Fund• Fund• Fund8 Al 1st April 2021 Incoming SOUr OutgoirKJ re3ourc6s At 31st March 2022 28.514 85,856 115,134 13,357 6,885 8,300 11.942 41.871 92,741 123,434 11,178 Represenled by. Tangible Fix&Y A$8ets Nel Current A88els 3.172 3.172 8.006 11,178 11,178 Restrlcted Fund8 These &e amounts receNed by Helping Peopl8 F¢xest to be expendeAJ on 8pgcrfic purposes. 10
HELPING OLDER PEOPLE NEW FOREST NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2022 lcontinu) 7 Fundg {contlnuod} The charrty is a Publ benefft entity Re8trict•d Funds Analysis Balanco b1fv ReLeNed Expend1 Balance cJF4vd (643) 1,242 {8,3001 700 Hants CC Edward GostlirvJ Henry Smrth 13,357 6.885 8,3¢J) 8 Employ. Remunerntknn Total remunèration {excludlrvJ empbyers. Nl ¢orrtributW81 forthe wricyj 8mounted to £52,157 (2021 - £36.909). The average number ol paid Staff for the perh)Y •.. Welfare Sorylc88 Admini8tralkYt 2 p8rt4ime •mpb>*• 5 part.ts'm6 omploy g Trust R•munoratlon and Exp•n• No remuneration directly or indirW out d the funds of the ¢harity was paKI or payablg for tho perlod to ony tru8t8e or lo ary person or per1 to be connected wrth any of them. 10 Pen•lon Commltm•nts The charlty q)orate8 a Nest Ik[lace p8n8hJn 8themè. 11