2023-03-31-accounts - Helping Older People New Forest

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From Any time Has attachment To Advanced search Helping Older People New Forest – Trustees’ Annual Report for the Year Ended 31 March me 2023 Rent - Steve Further to yesterday, the lady I have been dealing with at MM is Ellen Morgan-Wardrop. We have no…

Donna Emma Georgina

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Rent 17 Jan - Steve Further to yesterday, the lady I have been dealing with at MM is Ellen Morgan-Wardrop. We have no… Inbox Trustees Annual Report - Hi Steve, I have amended the Trustee Report as agreed at the Board Meeting. Att… - Hi Steve, I have amended the Trustee Report as agreed at the Board Meeting. Att… 4 Jan Trustees Report… FW: Documents and books from Margaret - My email to Steve, following the first one giving him dates of when I … 01/12/2023 People/Volunteers A Barclays idea .... - Good morning Steve, Enjoyed a lovely few days away in Norwich. Read … 26/11/2023 RE: Payments - 4th December - You are always going for lunch! Noted, thank you. I think you know where the H… 20/11/2023 Payments - Afternoon Steve, I have passed on the information to Phyllis and will let you have it as soon as she r… 20/11/2023 I am delighted t… Final Margaret steps - Dear All, Just by way of an update, I collected some folders and other papers from Marg… 09/11/2023 Barclays Banks - Morning Steve, Just a quickie. I could do the whole amount whenever you need it. Hope that h… 26/10/2023 Computer - Morning Steve, Well done with the tax people. We will get there in the end, but it seems painfully sl… 25/10/2023 Margaret's termination - Afternoon Steve, I think you should get a gold star for that……… Hopefully, all will go w… 24/10/2023 Grant Request Form - I attach a copy of the Grant Form from New Milton Residents’ Association. I did mention it… 21/10/2023 GrantRequestF… Signed accounts - Hello Steve It seems that DBW have not yet received the signed accounts, this is holding up t… 17/10/2023 Barclays payment practice - OMG. That’s good news on a Tuesday morning. I have been a bit worried that I wou… 17/10/2023 Fwd: Please act now - You need to authorise your mandate change request. Your mobile number ending 2300 - T 12/10/2023 Page 1 / 5 X Archive/Elaine New Milton Town Show 20th August Afternoon Steve Yesterday went quite well when thin 21/08/2023

Helping Older People New Forest, also known as HOPe (New Forest), is a company limited by 4 Inbox Trustees Annual Report - Hi Steve, I have amended the Trustee Report as agreed at the Board Meeting. Att… - Hi Steve, I have amended the Trustee Report as agreed at the Board Meeting. Att… guarantee with no share capital as well as a registered

me, mariem., Steve 4 Inbox guarantee with no share capital as well as a registered charity. Trustees Report… Charity Registration Number: 1152294 Company Registration Number: mariemorgan 08326735 Registered

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Kirsten Laura

me, mariemorganAddress: 2 People/Volunteers Laura 1a Kingsbury'sRingwood, Natalie mariemorgan, me 2 Lane,BH24 1EL Pauline me, mariemorganTrustees: 2 Ruth Mrs M Clarke, I am delighted t… FCCA Sarah Mr D N W me, mariemor., SteveTungate 3 Shirley Mr S R Williams Tina mariemorgan, meMrs P C 3 Inglis Mrs M Tracy mariemorgan, me 3 Morgan Trustees General Manager: me, mariemorgan 2 Mr S G Volunteers Anderton Marie MorganAccountants & Independent Promotion Examiners: Davis Burton Williams & Co. Chartered CertifiedGrantRequestF… Articles AccountantsOffice B11, Sutton Business Awards CR e stmor Way,ntre me Wallington Printing Surrey, SM6 me, Marie 6 7AH

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HELPING OLDER PEOPLE NEW FOREST (A Company Limited By Guarantee) Reglstered Company No: 08326735 {England and Wales) R•gist•r•d Charity No: 1152294 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31st March 2023 "ACFGSXZII 0211112023 COMPMIES HOUSE A22 75 DAVIS. BURTON. WILLIAMS & CO. Office 811, Sutton Bugness Centrg Restmor Way. Surrw. 7AH

HELPING OLDER PEOPLE NEW FOREST Report and accounts Contsnts Trustees Rep)rt 14 Report of the Examiners Slatemonl ol FThn¢id A¢b¥ths Balance Slwl Ncles to Ihe accruits 11

HELPING OLDER PEOPLE NEW FOREST Report of th• Truste•s for th• >ar ended 31st Marth 2023 OrylnisatiorI stnthre The company was incorporated on Ihe 11 December 2012 as a chitable compary Smited by guarantee and not having a shar8 capital. The (an"ty has no cuffent membars. OBJECTIVES AND ACTMTIES Objectives and aims HOPe's charilable objectives arè sel go¥wntyvJ dorI1 yJ de¥ok)pod (wr approac based on these. To promote the fdlowing purps)ses ILW Il bert ofts ondlor dder people in aThJ around the New Forest in Hampshffe - Oldw PeIle are supported to live independenty. - Older pecple are less l¢kely to use health and care services. - Assist pensioners V•ilh financaal mattw5 includirrfJ beIfrts and Il f¥¥j in d fixms. HOPe's overall aim is to delrver qualty. gJstainat)le sefvices to dder pec¥)le. thr cwws, ' . frie arKJ relalNes by Virtug of information and be1[lIJ. Servic£s are provthd by fulty trained adw5ws. trb)pe akn runs a befriendw servke. hjl 58Mces are safe.impaaI, fully accessible. confidential arwj user frienth. Strat•gi¢ Dir•¢tlon of th• Chavity - To strNe to meet the needs of the older F(wlalI ofthe New Forest- as far as ¥ a ab. - To offer service5 which make a re dillerenr. . To engage Vith tocal peoF4e and communths arKI to them n our WOFk. . To ensure a str. wofessw)nal JanI$30n w1ch is self sup and sugtainablè in Ihe long term. - To in partnership ilh othw tygaris81iMs so Ihat togeltrr we can strgngthon our impaet. D•llvory of Publle B•n•fit The TrLSStees in cunptyirKJ with these duties rert that HCe tyks to PfD¥th bwfit to older peopk. Iheir carers. friends and rdatrves in the New Forest. h does Ihis by Providing services to meet known ne&Js. Servtts are open and ac¢essit46 and v)v0e the local e4)minunity. They are free at the pint of delivery. HOPe w0S cocwatively with other LYganisalKffi5 to maxrynise wbl ben

HELPING OLDER PEOPLE NEW FOREST Report of the Tntstees for the y•ar ondod 31st March 2023 The Irustees who also directors ofthe ch"ty, Helpi9 Oklw Peopl8 Naw Forest, krTh as HOPe. for the purposes of the C(Ynpanie5 Acl 2(. present their rewt with the firwicHI stalemenls of the charity fty the year ended 31 March 2023. RefeTr¢e and Adm5nlslrativ• Oelails Rgi$t•rnd Conwny numbgr 08326735 (ETrJknl WKI Waes) R•gistefed Charity numb 1152294 Reglstored Olllce 1A KingstrMJTrs Lane Ringwocrfj Hampshire BH24 1EL TrusteeslDlrecto Mrs M Clarke, FCCA Mr O N W Tungate Mr S R Williams Mrs P C Inglis Mrs M Morgan A¢counlants & Ind•p•nd•nt Ex¥minrn Dawis Bwton WdlFams & Co. Charter&J Certified Acrx)unlarts OffKe 811, Sutton BusKness Cw Restmor Way. Wallingkni Surrey. SM6 7AH Govemlng do¢um•rrt The organisation is a charitsble company limiled by gu¥aitsg IrpOrated on 11 December 2012. The C(panY was es1abfis0 under a MemoraTrJum ofAssock9ti which established the objects and powers oftt chantable company and 15 go8 UNJW Arb"des of Association. In the . event ofthe C(mpY bng vKwrKI up the membws we require¢l to ¢ontrtt>uts swh an amount as may be required (not exceeding £11. R•cruitm•nt and appolnlmènt of n•w trustees The Directors of the company are also ¢haiity trustees forthe kwoses of chanty Lqw arnj under the

HELPING OLDER PEOPLE NEW FOREST Report of the Trustees for the year ended 31st Marth 2023 STATEMENT OF TRUSTEES RESPONSIBIUTIES Gonllnu•d The Trustees are reSEnsIble for keeping proper accoLmting recx)rds disclose rea50nab acLuracy at any lime the finan(ial SrtMjTh ofthe charilabk COMrtY and to enable to ensure that the kncld statements crynply wlh the Companie5 2006. They are also rewDnsible for safeguarding the assets of the chaiilabk (x)mpany and hence feascfftable sleps for the event and dgleclM)n of fraud and Othgf iffggLdaritBs. In $0 far 0$ the Tnlee$ are awa. a unavrO.. and . the Tnjstees have tsken al ster6 that rAW lo have len to m4(e them aware of any relevant examtnation #rformatDn and lo eStabh that examiners are awaro of Ihal infrymation. Trust••s att•ndanc• al ffl••tingS There were 4 Meeting$ arts1 the Trtee$ attwmfjance at the meetirys we: Mrs M Cl8rke- 1 of 4 MrDNWTungate-4of4 Mr S R Williams- 4 of 4 MrsPC IrwJlis-4of4 Mrs M Mixgan- 4 of4 STATEMENT AS TO DISCLOSURE OF INFORMATION TO ACCOVNTAKrs So far as the Trustees are aware, there is no rekvant inf0m8t las defined by SectKw 418 of th8 Cornpanies Act 2Crf)61 of whi¢h the thaTitable ¢ompanys actountants are unaware. and ea TNslee has tsken all the steps that they ght to have tsken as a Trnste8 in (*der to make them aware of any examination inf(mab(fft a1 to eslatlish Ihal chartiabie compaws examiners are oware of that rMall(. ON BEHALF OF THE 8OARD OF TRUSTEES HDi?e .Tntstee l I . o ck6bcrf

HELPING OLOER PEOPLE NEW FOREST R•port ofth• Trust• for tho ond•d 31st IAwch 2023 ACHIEVEMENT PERFORIIANCE The Jear has s¢¢n deYek4¥nents in tYh wr ctrf¢ serrics. On the inlomwbon C8 Sle of thin95 hasE 9rrTr cw w0vion gjch that now ¢arryvig out an a%rage ol 30 ¥ts a rtth. We have expanded oyr reach the loj01 tthfines ol Ihe ¢xte a¥ ol Operath b)the olthe Westem FcKesL Ths Avrk is in to Ihe grD in the shop based in1lTr WPFXNI aClr¥rf5. On IhB seMc. w8 hava coTrtinLd e to Èe8k out fArgairs fath8¥t ful thai they aT& tsnabya lo aford. Thi5 has been paitiuJlalry twe debterawy ch•wl Ihe wfie io ty)e of qualrty, vlith attendant MreaSe5 Wj. TIM$ IILYS mt thatthe >ai has twn easy. akn f8Cè maintsin rts the da IW1rJ out. Thi5 obje¢iive. STATEMENT OF TRUSTEÉS RESPOIISIBLITES The Truslees I0 are 0 the dedCrt ol Hetyr¥J Okler PeoF48 Foresifor Ihe purmws of C4Jrnpany kn) are resws4e lorpreparir¥ the fift001 Statem ift xcordance ilh ath•ble v& a true and slate ofaffpirs ol Ihe charitat c• cltr Te5wrre5 apoal of resouvtts. irxludmtg the NK4)me ond eXpeitr?, ofts charit8t4e

HELPING OLDER PEOPLE NEW FOREST STATEMENT OF HNANCIAL ACTivrrEs for the 31 MARCH 2023 2023 2022 Funds Total Fundg Totsl Fund¥ Funds NCOMING RESOURCES Grants DonathMs- Other Befriending Inlorm814on and Athke Sales Furhjugh Sd18m8 Total I in . 6.667 1.255 1.885 5.WO 77.220 714 1.720 1.72 15,( 15,rJJo 109.389 109.389 111,109 20.1J)O 131.109 92.741 ESOURCES EX ENDED Charilae ActivitEs'.- Information and Adv Befriending Èundraisirwj Publicity- Including Websiie Costs 11.169 11.169 89,347 21,403 32.572 13,032 89,347 22.292 14.871 2,633 358 120 154 111.969 23.266 135.235 Govemance Costs:. Administratson Insurance Aco)untancy Fees 13 1.415 2.5 4.018 13 1.415 2.590 4,018 13 1.310 1.957 3,280

HELPING OLDER PEOPLE NEW FOREST Independent E¥arninern Report forthe year ended 31st March 2023 INDEPENDENT EXAMINER3 REPORT I rgport on the accounts of Ihe chwity for the )?¥ 31 Marth 20TJ. vthich we set (Art paw 6 to 11. Respecti¥t mpoMlbllttles of Ihe TnJslee¥ and ExamlnEr As described on page 3 the thw7Vs Inthe5 are r•¥Thsth fcff the of the xcounts. The chartys trvstees Consider that an audit is not required this urKler se¢lv)n 144(21 of Ihe Charilies Act 2011 lthe 2011 Act} and that an irdent is no¢d8d. It 1$ my responsibilty to".- . examine the xC{nts under se¢w 145 of 2011 A 145 {5llb} of the 2011 Act.. My examination was carried cJl in acc(dm wilh tr G¢nwa Dwrftions giv by the Charriy Commissioners. An examinaltL itKIJe$ a of the aoUr"T¥j rBcords kept ty the chffj arMJ a compaiison ofthe accounts presented with those record5. 11 a550 indudes consideration of any Lmusu I# or d1sd0suS in the 8ccounts, and seeking explanatw5 from you as trust88S C41nceming any such rnatte. Thg prOre5 undertaken do not provide al ev¥d8nce that be required in an audrt and COFhs•quentty I do not express an audrt OFInic on the by tt acrtxts. Independ•nl E¥amirnfs St•t¢m¢nt In eonnection witti my eXamatr"0. no matter has CLMne to my attentrffl: {11 hthich givos mo roasonth ¢au$8 to thal in any matwwl respeclth¢ lgqwèmtS .to keep aCCning reo)rds in aL£Ord ith seciw 130 ofts 2011 Art. the 2011 Act ha not mèt: 121 io V4hich, in my cyinwjn. attenl*Jn be in ordw to enth a Fffcyer understandiTr3 ol Ihe t5 to be rtr#¢hed. P R WlTrwn$ F.C.CA- I1rn1epaThJ8nt EXThr) Davis Burton Wiliams & Co Chartered Ceftsfth Acc¢xJnlants Office 811. Bussness Centre R8strnor Way. Walinglon Surrey, SM6 7AH Dats Imi dfio6ffL 2023

HELPING OLDER PEOPLE hlEbV FOREST BALANCE SHEEf a5 at 31 IAARCH 2•23 2022 EDA Tan9Ole Assets 3.172 RRENT Stocks OebtNs Cash at Bank a1 5.498 20.905 30.4WJ . 26.454 CURRE LL4BILmES Cfeditors 7,397 32.086 23,006 ripdjtrys: allUnts f¥kn9 after than one yea I30.OL) 115.0001 3.034 11.178 RE TR TED FUNDS 8,676 11.942 UNRESTRICTEO F ND General Purykx•s Fund 5.642 764 TOTAL FlnlDS 3.034 11.17B Forth8 finanixal ye in we$7 thè conynywas wlJed k)exemplKM sectKffi 477 ofts ClwieS Act 2006 latij to 5maH cornpantes. No members have reqwred the ¢cY to rA ts Lwurts for the inquestJn in thxxjthi with section 476 frfthè Con¥)anies 21kJ8. The account5 hav• been Fryared *rylh tho apF•c8bkn to ¢unpanl8s sublect lo the Smal companies, re9. Appro¥gd by th$ Trwte8s and 5wd on th8ir ty. &gned . li ..2023 The Th)les on pag¢8 9 to 11 f(xm w Integ1 pwioftrw ¥coun

HELWNG OLoeR PEOPLE NEW FOREST STATEMENT OF FWIAMCIAL ACTMfEs forth• 31 MARCM 2023 {TrUed) Funds Funds T¢)lal Funds Totsl Fun¢ts EXPENDEO contln 115.987 23.266 139,253 123.434 Met Incomin for th• (4.878) {3.286) {8.1441 (30.6931 Totsl FLWKIS 3h1 forward 17641 11.912 11.178 41.871 5.642 8.676 3,034 11.178 None of the wnpanys actimties were WLqred discornue thrirvj the ye¥ and there wer8 no fectrjnls gains and kmes fcy 20fJ 2022 ofvr than those indLNlad in the profit and loss accou The rtol&% on pages 9 10 11 fo attjxmts.

HELPING OLDER PEOPLE NEW FOREST NOTES TO THE FINAIICIAL STATEMEMTS FOR ThEYEAR ENDED 31 IAARCH 2023 Icontlnu•d) 3 Fued Ass•ts Fixturns a COST At 1.4.2022 37. itions Di5FosaF8 At 31.3.2023 37 158 6.717 3.510 DEPRECIATION At 1.4.2022 Charye for year Dlsposal At 31.3.20rJ 23.974 1.s49 1274 701 6,188 34.788 2.819 1.975 6.717 3.392 .37.f7 NET BOOK VALUE 31.3.2023 118 31.3.2022 1.549 1.131 492 3.172 4 Stocks stock S Debtors 2022 5,498 O Credltows. fllllno wlthln orn year A81$ 4.362 7,397 7 Cr•dll¢x¥.f4lUkry aft•ron• >wr Other Creditors- Lo$ 15.C(M) 7 Fund& Funds Funth Tclal Funds At 1st April 2022 (764) 111.109 115,987 5.642 11.942 11.178 131.109 139.253 3,034 Inwnir¥J r950urcgS Outgoing r•sOwS At 31st 2023 23.266 8.676 Represented ty. Tangitle FLxed Assets NetCurrentAsseis Lk'liti8s duo aft•r om 32.086 30,000 30.000 3.034 ReJtrl¢ted Funds 10

HELPING OLDER PEOPLE NEW FOREST NOTES TO THE ANANCIAL STATEIAENTS FOR ThE YEAR ENDED 31 MARCH 2023 l A¢¢ounb"rKJ Pdictes {al Basis olAo)Jm' The financial stslements have urnr the I#81 c05t ccff1ven1K and in aLxoldce wilh the Statement of Recrmnmended PraLthe.kcounti and Retyling by Charibes- ISORP 20051 issu&J in Marth 200$ and UK AccoLmliThJ Stsn¢ards orKI the Chities 2011. Ibl Depreclation 15 wovwtsj on lan9ibl• &xed assets * ratss Tite off lh• CO of eath asset over Pr8msses Fixlures & FittNigs Office Equipment Computefs 20% strwJM line basis 20% str8ight ne bas 2S% Stra kne basis com All inc(xDing resouw2s 8rè recogntsed orKe ts ¢haity has eniitknient to the (esourtes. it is certain that the resre¢S be received and the monelary ¥8lvÈ of Kcl1n9 resourrA can be measured with suffwnt reliabihty. Idl nds and supFxyt cc6ts bs 8nafrfftd in note 2. rnarts Costs Governare costs comprrJe al ¢¢ts i¥(d Mi the accLwtsk cl thg ¢h•ity and ils comptsan onofs Costs aryj tn tho atl8s b8kA¥. Salaries Pr&mlses costs Dépreciation 66.232 36.325 2,819 111.685 asld Inftion and ad¥K Fundfa*sing BeffierKlin9 11.169 89.347 11.169 10%

HELPING OLDER PEOPLE NEW FOREST NOTES TO THE FIMANCIAL STATEMENTS FOR YEAR ENDED 31 MARCH 2023 (cObned) 7 Funds Icontlnuod) The chty is a putlic berfft enbty Restricted Funds Anatys15 8akrKe bllwd Receibpd Expended Balare clhvd 1.242 11.2421 7CM) 17001 10.( (9,461) Hants CC Edward t>)sib Henry Smith 539 15,0 20,1J)O 11.863 23,266 3,137 8,676 11,942 8 Employ•e8' R•mun•ra¢lon Total remuneration (exdurfin9 empknjvs. Nl fty the pwKxl am(wnled to £71,747 {2022- £52.157). Th& average numb8r of paMI staff for the were: 2 partthe employee No remunerèticm or iThJirectywt of the fvnds of the chantywas pa¥J or Pble for the perthy to any trustee Qr to any person or knovm to be connected with any of them. 10 Penslon Commttments

HELPING OLDER PEOPLE NEW FOREST Report and accounts Contsnts Trustees Rep)rt 14 Report of the Examiners Slatemonl ol FThn¢id A¢b¥ths Balance Slwl Ncles to Ihe accruits 11