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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 

Group 

Jenny 

Kerry 

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 

Volunteers Promotion Articles 

Social Media 

Neil, me 4 

Statutory 


me Steve Marie 5 

X-Archive 



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
Orylnisatior￿I stnthre
The company was incorporated on Ihe 11 December 2012 as a ch*itable 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 do￿rI￿1 *yJ de¥ok)pod (wr
approac￿ based on these.
To promote the fdlowing purps)ses ILW Il* ber￿t ofts ondlor dder people in aThJ around the
New Forest in Hampshffe
- Oldw Pe￿Ile are supported to live independenty.
- Older pecple are less l¢kely to use health and care services.
- Assist pensioners V•ilh financaal mattw5 includirrfJ beI￿frts and Il* f￿¥¥j in d fixms.
HOPe's overall aim is to delrver qualty. gJstainat)le sefvices to dder pec¥)le. th￿r cwws, ' .
frie￿ arKJ relalNes by Virtug of information and be1[￿lI￿J.
Servic£s are provthd by fulty trained adw5ws. trb)pe akn runs a befriendw servke. hjl 58Mces
are safe.impa￿aI, 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 V*ith tocal peoF4e and communths arKI to them n our WOFk.
. To ensure a str￿. wofessw)nal ￿JanI$3￿0n w1￿ch is self sup￿￿ and sugtainablè
in Ihe long term.
- To in partnership *ilh othw tygaris81iMs so Ihat togeltr*r we can strgngthon our
impaet.
D•llvory of Publle B•n•fit
The TrLSStees in cunptyirKJ with these duties re￿rt that HC￿e *tyks to PfD¥th bw*fit 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)v0￿e the local e4)minunity. They are
free at the pint of delivery. HOPe w0￿S 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, Helpi￿9 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.
Refe￿Tr¢e and Adm5nlslrativ• Oelails
R*gi$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 I￿rpOrated on 11 December 2012.
The C(￿panY was es1abfis￿0 under a MemoraTrJum ofAssock9ti￿ which established the objects
and powers oftt* chantable company and 15 go￿￿8￿ UNJW Arb"des of Association. In the
. event ofthe C(mp￿Y b￿ng 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 reSE￿nsIble for keeping proper accoLmting recx)rds disclose rea50nab
acLuracy at any lime the finan(ial ￿SrtMjTh ofthe charilabk COM￿rtY 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 Tn￿lee$ are awa￿.
a￿ unavrO￿.. and
. the Tnjstees have tsken al ster6 that rAW lo have l*en to m4(e them
aware of any relevant examtnation #rformatDn and lo eStab￿h that ￿ examiners
are awaro of Ihal infrymation.
Trust••s att•ndanc• al ffl••tingS
There were 4 Meeting$ arts1 the Tr￿tee$ 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 a￿1 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 t*Yh wr ctrf¢ serric*s. On the inlomwbon
C8 S￿le of thin95 hasE 9rr**Tr cw w0vi￿on gjch that now ¢arryvig out an a%*rage ol
30 ¥￿ts a rt￿th. We have expanded oyr reach the loj￿01 tthfines ol Ihe
¢xte a￿¥ ol Operath￿ b)the olthe Westem FcKesL Ths *Avrk is in to Ihe grD
in the shop based in1l￿Tr WPFXNI aClr¥rf￿5. On IhB seMc*. w8 hava coTrtinL*d
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 M￿reaSe5 ￿ W￿j. TIM$ IILYS mt thatthe >*ai has twn easy. ￿ akn f8Cè
maintsin rts the da IW￿1r￿J out. Thi5 obje¢iive.
STATEMENT OF TRUSTEÉS RESPOIISIBLITES
The Truslees I￿0 are *0 the d*edCrt ol Hetyr¥J Okler PeoF48 Foresifor Ihe purmws of
C4Jrnpany kn) are resws*4e lorpreparir¥ the fift0￿01 Statem￿ ift xcordance *ilh ath*•ble
v& a true and slate ofaffpirs ol Ihe charitat* c• cltr*
Te5wrre5 apo￿al￿ of resouvtts. irxludmtg the NK4)me ond eXpe￿it￿r?, 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
Charila￿e 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 ir￿dent 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 c*Jl in acc(*dm wilh tr G¢nwa Dwrftions giv￿ by the Charriy Commissioners.
An examinaltL￿ itKI￿Je$ a of the a￿oUr￿"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 d1sd0su￿S in the
8ccounts, and seeking explanatw￿5 from you as trust88S C41nceming any such rnatte￿. Thg prO￿re5
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* acrtx￿ts.
Independ•nl E¥amirnfs St•t¢m¢nt
In eonnection witti my eXam￿atr"0￿. no matter has CLMne to my attentrffl:
{11 hthich givos mo roasonth ¢au$8 to thal in any matwwl respeclth¢ lgqwèm￿tS
.to keep aCC￿ning reo)rds in aL£Ord￿ *ith seciw 130 ofts 2011 Art.
the 2011 Act ha￿ not mèt:
121 io V4hich, in my cyinwjn. attenl*Jn be in ordw to enth a Fffcyer understandiTr3 ol Ihe ￿￿￿￿t5
to be rtr#¢hed.
P R WlTrwn$ F.C.CA- I1rn1epaThJ8nt EX￿Thr)
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 a￿1
5.498
20.905
30.4WJ
. 26.454
CURRE
LL4BILmES
Cfeditors
7,397
32.086
23,006
ripdjtrys: all￿Unts 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$￿7 thè conynywas w*lJed k)exemplKM sectKffi 477 ofts C￿l￿wieS
Act 2006 ￿lati￿j to 5maH cornpantes.
No members have reqwred the ¢c￿Y to rA ts *Lwurts for the inquest*Jn in thxxjthi
with section 476 frfthè Con¥)anies 21kJ8.
The account5 hav• been Fryared *rylh tho apF•c8bkn to ¢unpanl8s sublect lo the Smal
companies, re9￿.
Appro¥gd by th$ Trwte8s and 5wd on th8ir ty.
&gned
. li
..2023
The Th)les on pag¢8 9 to 11 f(xm w Integ￿1 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 ￿ discor￿nue￿ 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.f￿7
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. f*llllno wlthln orn year
A￿￿81$
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•sOw￿S
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 urn*r the I￿#￿81 c05t ccff1ven1K￿ and in aLxold￿ce wilh
the Statement of Recrmnmended PraLthe.kcounti￿ and Ret*yling by Charibes- ISORP 20051 issu&J in
Marth 200$ and UK AccoLmliThJ Stsn¢ards orKI the Ch*ities 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 res￿re¢S be received and the monelary ¥8lvÈ of K￿cl￿1n9 resourrA can be measured with suffwnt
reliabihty.
Idl
nds
and supFxyt cc6ts bs 8nafrfftd in note 2.
rnarts Costs
Governar￿e 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
Inf￿tion 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 (cOb￿n￿ed)
7 Funds Icontlnuod)
The ch*ty is a putlic ber*fft enbty
Restricted Funds Anatys15
8akrKe bllwd Receibpd Expended Balar￿e 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 P￿ble 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
(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
Orylnisatior￿I stnthre
The company was incorporated on Ihe 11 December 2012 as a ch*itable 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 do￿rI￿1 *yJ de¥ok)pod (wr
approac￿ based on these.
To promote the fdlowing purps)ses ILW Il* ber￿t ofts ondlor dder people in aThJ around the
New Forest in Hampshffe
- Oldw Pe￿Ile are supported to live independenty.
- Older pecple are less l¢kely to use health and care services.
- Assist pensioners V•ilh financaal mattw5 includirrfJ beI￿frts and Il* f￿¥¥j in d fixms.
HOPe's overall aim is to delrver qualty. gJstainat)le sefvices to dder pec¥)le. th￿r cwws, ' .
frie￿ arKJ relalNes by Virtug of information and be1[￿lI￿J.
Servic£s are provthd by fulty trained adw5ws. trb)pe akn runs a befriendw servke. hjl 58Mces
are safe.impa￿aI, 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 V*ith tocal peoF4e and communths arKI to them n our WOFk.
. To ensure a str￿. wofessw)nal ￿JanI$3￿0n w1￿ch is self sup￿￿ and sugtainablè
in Ihe long term.
- To in partnership *ilh othw tygaris81iMs so Ihat togeltr*r we can strgngthon our
impaet.
D•llvory of Publle B•n•fit
The TrLSStees in cunptyirKJ with these duties re￿rt that HC￿e *tyks to PfD¥th bw*fit 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)v0￿e the local e4)minunity. They are
free at the pint of delivery. HOPe w0￿S 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, Helpi￿9 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.
Refe￿Tr¢e and Adm5nlslrativ• Oelails
R*gi$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 I￿rpOrated on 11 December 2012.
The C(￿panY was es1abfis￿0 under a MemoraTrJum ofAssock9ti￿ which established the objects
and powers oftt* chantable company and 15 go￿￿8￿ UNJW Arb"des of Association. In the
. event ofthe C(mp￿Y b￿ng 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 reSE￿nsIble for keeping proper accoLmting recx)rds disclose rea50nab
acLuracy at any lime the finan(ial ￿SrtMjTh ofthe charilabk COM￿rtY 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 Tn￿lee$ are awa￿.
a￿ unavrO￿.. and
. the Tnjstees have tsken al ster6 that rAW lo have l*en to m4(e them
aware of any relevant examtnation #rformatDn and lo eStab￿h that ￿ examiners
are awaro of Ihal infrymation.
Trust••s att•ndanc• al ffl••tingS
There were 4 Meeting$ arts1 the Tr￿tee$ 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 a￿1 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 t*Yh wr ctrf¢ serric*s. On the inlomwbon
C8 S￿le of thin95 hasE 9rr**Tr cw w0vi￿on gjch that now ¢arryvig out an a%*rage ol
30 ¥￿ts a rt￿th. We have expanded oyr reach the loj￿01 tthfines ol Ihe
¢xte a￿¥ ol Operath￿ b)the olthe Westem FcKesL Ths *Avrk is in to Ihe grD
in the shop based in1l￿Tr WPFXNI aClr¥rf￿5. On IhB seMc*. w8 hava coTrtinL*d
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 M￿reaSe5 ￿ W￿j. TIM$ IILYS mt thatthe >*ai has twn easy. ￿ akn f8Cè
maintsin rts the da IW￿1r￿J out. Thi5 obje¢iive.
STATEMENT OF TRUSTEÉS RESPOIISIBLITES
The Truslees I￿0 are *0 the d*edCrt ol Hetyr¥J Okler PeoF48 Foresifor Ihe purmws of
C4Jrnpany kn) are resws*4e lorpreparir¥ the fift0￿01 Statem￿ ift xcordance *ilh ath*•ble
v& a true and slate ofaffpirs ol Ihe charitat* c• cltr*
Te5wrre5 apo￿al￿ of resouvtts. irxludmtg the NK4)me ond eXpe￿it￿r?, 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
Charila￿e 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 ir￿dent 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 c*Jl in acc(*dm wilh tr G¢nwa Dwrftions giv￿ by the Charriy Commissioners.
An examinaltL￿ itKI￿Je$ a of the a￿oUr￿"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 d1sd0su￿S in the
8ccounts, and seeking explanatw￿5 from you as trust88S C41nceming any such rnatte￿. Thg prO￿re5
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* acrtx￿ts.
Independ•nl E¥amirnfs St•t¢m¢nt
In eonnection witti my eXam￿atr"0￿. no matter has CLMne to my attentrffl:
{11 hthich givos mo roasonth ¢au$8 to thal in any matwwl respeclth¢ lgqwèm￿tS
.to keep aCC￿ning reo)rds in aL£Ord￿ *ith seciw 130 ofts 2011 Art.
the 2011 Act ha￿ not mèt:
121 io V4hich, in my cyinwjn. attenl*Jn be in ordw to enth a Fffcyer understandiTr3 ol Ihe ￿￿￿￿t5
to be rtr#¢hed.
P R WlTrwn$ F.C.CA- I1rn1epaThJ8nt EX￿Thr)
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 a￿1
5.498
20.905
30.4WJ
. 26.454
CURRE
LL4BILmES
Cfeditors
7,397
32.086
23,006
ripdjtrys: all￿Unts 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$￿7 thè conynywas w*lJed k)exemplKM sectKffi 477 ofts C￿l￿wieS
Act 2006 ￿lati￿j to 5maH cornpantes.
No members have reqwred the ¢c￿Y to rA ts *Lwurts for the inquest*Jn in thxxjthi
with section 476 frfthè Con¥)anies 21kJ8.
The account5 hav• been Fryared *rylh tho apF•c8bkn to ¢unpanl8s sublect lo the Smal
companies, re9￿.
Appro¥gd by th$ Trwte8s and 5wd on th8ir ty.
&gned
. li
..2023
The Th)les on pag¢8 9 to 11 f(xm w Integ￿1 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 ￿ discor￿nue￿ 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.f￿7
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. f*llllno wlthln orn year
A￿￿81$
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•sOw￿S
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 urn*r the I￿#￿81 c05t ccff1ven1K￿ and in aLxold￿ce wilh
the Statement of Recrmnmended PraLthe.kcounti￿ and Ret*yling by Charibes- ISORP 20051 issu&J in
Marth 200$ and UK AccoLmliThJ Stsn¢ards orKI the Ch*ities 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 res￿re¢S be received and the monelary ¥8lvÈ of K￿cl￿1n9 resourrA can be measured with suffwnt
reliabihty.
Idl
nds
and supFxyt cc6ts bs 8nafrfftd in note 2.
rnarts Costs
Governar￿e 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
Inf￿tion 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 (cOb￿n￿ed)
7 Funds Icontlnuod)
The ch*ty is a putlic ber*fft enbty
Restricted Funds Anatys15
8akrKe bllwd Receibpd Expended Balar￿e 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 P￿ble for the
perthy to any trustee Qr to any person or knovm to be connected with any of them.
10 Penslon Commttments