HELPIING OLDER PEOPLE NEW FOREST
(A Companv Limited By Guarantee)
Registered Company No: 08326735 ￿ ngland and Wales)
Registered Charity No: 1152294
REPORT OF THE TRUSTEES AND
FINANCLIL STATEMENTS FOR THE YEAR ENDED
31 March 2024

HELPING OLDER PEOPLE NEW FOREST
CONTENTS
Page
Reference and Administrative Details
Report of the Trnstees
2104
Independent Examiner's Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
8t012

HELPING OLDER PEOPLE NEW FOREST
REFERENCE AND ADMINISTIUTIVE DETAILS
Charity Number
1152294
Registered Company Number
08326735 {England and Wales)
Principal Address
la Kingsburys Lane
Ringwood
BH24 1 EL
Trustees
Mr D N W Tungate
Mr S R Williams
MTS M Morgan
Mrs P C Inglis
Mrs M Clarke (Resigned)
Directors
Mr D N W Tungate
Mr S R Williams
Mrs M Morgan
Accountants and Independent
Examiners
MB Accountancy

HELPING OLDER PEOPLE NEW FOREST
TRUSTEES, ANNUAL REPORT
R THE YEAR ENDED
IMAR
H 2024
Objectives and Activities
The charitable objectives of the Charity as set out in our governing document are to promote the following purposes
for the benefit of the public andlor older people in and around the New Forest in Hampshire:
assisting older people in need by reason of ill health, disability, fu￿nCIal bardship, social exclusion or other
disadvantage. and
such other charitable purposes for the benefit of older people as the trustees may from time to time decide, tbe
outcome of this being the promotion of the w¢llb¢ing of old¢r people.
Thc Charity's ovcrall aim is to dclivcr good quality, sustainablc scrviccs to oldcr pcoplc, thcir carcrs, fricnds and
relatives by virtue of inforniation, advice and befriending. Services are provided by fully trained advisers. The Charity
also runs a befriending service. All services are safe, impartial, fully accessible, confidential avjd user friendly.
The Charity has developed our approache5 based on OUT charitable ojectives a5 follows:
support in tenns of need, bereavement, loneliness and isolation
oldcr p¢opl¢ arc supportcd to livc indcpcndcntly
older people are less likely to use health and care services
assist pensioners with financial matters including benefits and the filling in of fornjs
older people are supported to engage with local service delivery
The trnstees in complying with these duties report thal the Charity works to provide benefit to older people, their
carers, friends and relatives in the New Forest. It does this by providing services to Tneet known needs. Services ale
open and accessible and involve ihe local community. and are free al the point of delivery. The Charity works
coopeTatively with other organisations to maximise public benefit.
Achievements and Performance
The trustee board met on four occasions during the period and the trustees attendance at the meetings were:
Mr D N W Tungate
Mr S R Williams
4of4
4of4
Mrs M Morgan
Mrs P C Inglis
4of4
4of4
As always. our fundraising t¢am hav¢ be¢n busy se¢king funding to cover boih ihe cost of Providing services and cor¢
funding. We make many applications for grants and began the year with a successful award from a very supportive
foundation. A kcy ¢l¢mcnl of our corc funding comcs from our two shops at Ncw Milton and Ringwood and so we
have been carefully monitoring shop income and cosls throughout the year.

HELPING OLDER PEOPLE NEW FOREST
TRUSTEES, ANNUAL REPORT
R THE YEAR ENDED
IMAR
H 2024
We provide two vital services for older people in the western side of the Ne￿1 Forest. Although ours is often thought of
as an affluent area, there is widespread isolation and loneliness among older residents. This is where our befriending
service comes in. We have been able to recruit more enthusiastic volunteers to act as befrienders but deinand for the
service continues to grow. We have been planning an expansion of befriending in the northern part of our district to try
to meet the needs of older people there.
Our other service is support which gives advice, infonnation and help oll a wide range of issues such as access to
health and social car¢, housing, finance and benefits. We maintain a 'drop in, arrangement at New Milton but the bulk
of the service is delivered by home visits.
We held a staff event at Bransgore during the summer to recognise the importance of the contributions from our staff
and volunteers in providing and developing our services which was well received.
Overall, it has been another positive and successful year.
Financiydl Review
W¢ havc maintaincd a satisfactory financial p)silion but would likc to incrcasc our Icvcl of rcscrvcs whcn possiblc.
The lease for our New Milton shop was due to expire during the remaining part of 2024 so trustees had to carry out a
careful and detailed assessment of income and costs to enable an infomied decision to be made on renewal of the lease
in the coming financial year. We are mind￿1 that our shop provides a 'pTesence' for our Charity in New Milton as well
as a source of income.
Structure, Governance and Management
The Company was incorporated on I l December 2012 as a charitable company limited by guarantee and not having a
share capital. The Charity has no current members.
Statement of Trustees Responsibilities
The trustees (who are also the directors of the Charity for the purposes of company law) are responsible for preparing
the financial statements in accordance with applicable law and United Kingdom Accounting StandaTds (United
Kingdom Generally Accepted Accounting Practice}.
Company law requires the trnstees to prepar¢ financial statement.s for each financial period which giv¢ a trne and fair
view of the state of affairs of the charitable company and of the incoming resources and application of resources,
including th¢ income and exp¢nditur¢, of th¢ charitable company for that period. In preparing those financial
statements, the trustees are required to=
select suitable accounting practices and then apply them consistently-

HELPING OLDER PEOPLE NEW FOREST
TRUSTEES, ANNUAL REPORT
R THE YEAR ENDED
IMAR
H 2024
observe the meth(Kls and principles in the Charity SORP;
make judgements and estimates that are reasonable and prudent" and
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charitable
company will continue in business.
Th¢ tNst¢es ar¢ r¢sponsibl¢ for k¢¢ping proper accounting records which disclos¢ with reasonable accuracy at any
time the financial position of the charitable company and to enable them to ensure that the financial statements comply
with thc Companics Act 2006. Thcy arc also rcsponsiblc for saf¢guarding th¢ asscts of thc charitsblc company and
hence for taking Teasonable steps for the preN'ention and detection of fraud and other I￿gUlarIties.
In so far as the trustees are aware"
th¢r¢ is no relevant examination infonnation of which th¢ ¢haritabl¢ company's ¢xamin¢rs ar¢ unaware: and
the trustee5 have taken all steps that they ought to have taken to tnake thelnselves aware of any relevant exatnination
infonnation and to establish that the examiners are awar¢ of that infomiation.
Signcd on Bchalf of thc Board of Trustccs:
Mr S R Williams
Chairm(tn
Date..
9th January 2025

HELPING OLDER PEOPLE NEW FOREST
INDEPENDENT EXAMIN'ER'S REPORT
R THE YEAR ENDED
IMAR
H 2024
I report to the tn￿teeS on my examination of the accounts (set out on Pages 6 to I l ) of the above charity ("the Trust").
Responsibilities and Basis of Report
As the Charily's trustees. you are responsible for the preparalion of the accounls in accordance ￿11th the requirements of
the Cbarities Act 2011 ( the Act ).
I report in respect of my examination of the Trust's accounts Ca￿led out under section 145 of the 2011 Act and in
carrying out my examination, I hav¢ followed all the applicable Directions given by the Charity Commission under
section 145(5){b) of the Act.
Independent Examiner's Statement
I have COTnpleted my examination. I confirm that no material matters have come to my attention in connection with the
examination which gives m¢ caus¢ to beli¢v¢ that in. any material resp¢ct=
the accounting records were not k¢pt in accordanc¢ with section 130 of the Charities Acl;
- the accounts did not accord with the accounting records; or
thc accounts did not comply with thc applicabl¢ r¢quir¢mcnts conccrning thc forn] and contcnt of accounts sct out in
the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'trne and
fair, view which is not a matter considered as part of an independent examination.
I have llo concerns and have come acTOSS VIO Other matters in connection with the examination to which attention
should be drawn in this report in order to enable a proper understanding of ihe accounts to be reached.
MrMGTBaker
MB Accountancy
Date:

HELPING OLDER PEOPLE NEW FOREST
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR EIIDED
I MARCH 2024
Unrestricted
Funds
Restricted Endowment
2024
2023
Funds
Funds Total Funds Total Funds
Notc
Incoming Resources
Grants and Donations
4,298
106,568
669
40.000
44.298
21.720
109,389
Charitable Activities
106,568
669
Other Income
Total Incoming Resources
111,535
40,000
151,535
131,109
Resources Eipended
Prelnises Costs
28,366
18,325
59,603
1,414
1,564
741
28,366
34,787
77,299
1,414
1,564
741
34,162
34,002
63.932
2,603
1,735
2.819
139,253
Administration Expenses
Charitable Activities
16,462
17.696
Legal and Professional
Finance Costs
Depreciation
Total Resources Expended
110,013
34,158
144,171
Net Incomel(Expenditure)
1522
5,842
7,364
-8,144
Other Recognised Gains1(Losses)
Net Movement in Funds
1,522
5,842
7,364
-8,144
Reeoneiliation of Funds
Total Funds Brought Fonvard
Total Funds Carried Forward
-5,642
4,120
8,676
14,518
3,034
IOJ98
11,178
3,034
All activities for the current period derive from continuing operdtions. None of the Company's activities were acquired
OT discontinued during the year and there were DO recognised gains and losses for 2024 or 2023 otber than those
includcd in thc Statcmcnt of Financial Activitics.
The notes on Pages 8 to 12 forn] an integral part of these accounts.

HELPING OLDER PEOPLE NEW FOREST
BALANCE SHEET
AT
IMAR
24
Unrestricted
Funds
Restricted Endowment
2024
2023
Fund5
Funds Total Funds Total Funds
Note
Fixed Assets
Tangible Assets
207
207
948
Current Assets
Stocks
3,500
9,592
13,876
26,968
3,500
9,592
28.394
4,000
5,994
26,454
36,448
Debtors
Cash at Bank and in Hand
14,518
14,518
41,486
Creditors
1,295
1,295
1,295
1,295
4,362
4,362
Net Current Assetsl(Liabilities)
25,673
14,518
40.191
32,086
Creditors: Amounts Falling t)ue
After One Year
30.0(K)
30.000
30,000
Total Net A5setsl(Liabilities)
4,120
14,518
10,398
3,034
Total Funds
4,120
14,518
10,398
3,034
FOT the financial year in question the cornpany was entitled to exemption under Section 477 of the CoTnpanies Act
2006 relating to small companies.
No meTnbeTS have required the company to obtain an audit of its accounts for the year in question in accordance with
Section 476 of the Companies Act 2006.
The directors acknowledge their responsibility for complying with the requirements of the Act with respect to
accounting r¢cords and for the pr¢paration of accounts.
The accounts have been prepared in accordance with the provisions applicable to companies subject to the small
companies, regime.
Approved by the Trnstees and Signed on Their Behalf by:
Mr S R Williams (Chainnan)
Date..
9th January 2025

HELPING OLDER PEOPLE NEW FOREST
NOTES TO THE FINANCIAL STATEMENTS
Accounting Policies
(a) Basis of Accounting
These f￿anCIal statements have been prepared under the bislorical cost convention with items recognised at cost
or transaction value unless otherw'ise stated in the relevant note(s) to these fmancial statements.
The financial statements have been prepared in accordance with the Statement of Recon]mended Prdctice..
Accounting and Reporting by Charities preparing their financial stat¢m¢nts in accordance with the Financial
Reporting Standard applicable in the UK and Republic ollreland (FRS 102) issued on 16 July 2014 and with the
Charities Act 2011.
The Charily constitutes a public benefil entity as defmed by FRS 102.
{b) Going Concern
There are no concerns about the Charity's ability to continue as a going concern.
(c) Recognition of lllcome
Grants and Donations
Grants and donations are only included in the SOFA when the general income recognition criteria are met
{5.10 to 5.12 FRS102 SORP).
Tax Reclaims on Donations and Gifts
Gift Aid receivable is included in income when ther¢ is a valid declaration from the donor. Any Gift Aid
amount recovered on a donation IS COIlsidered to be part of that gift and is treated as an addition to the same
fund as the initial donation unl¢ss th¢ donor or th¢ tenns of th¢ app¢al hav¢ sp¢cifi¢d oth¢nvis¢.
Charitable Activities
These are included in the Siatement of Financial Activities (SOFA) when the Charity becomes entitled to the
resources, it is tnore likely than not that the trustees will receive the resouTces and the monetary value can be
m¢asur¢d ivith suffici¢nt reliability.
{d) Stock
Stocks held for sale as part of non-charitable trade are measured at the lower of cost or net realisable value.
(c) Liability Recognition
Liabilities are r¢cognised where it is more likely than not thal there is a legal or constructive obligation
coinmitting the Charity to pay out resources and the amount of the obligation can be measured with reasonable
certainty.
Resources Eipended
Costs have been allocated based on how they were consumed in relation to each activity. The allocation of
expenditure is shown in note 3.

HELPING OLDER PEOPLE NEW FOREST
NOTES TO THE FINANCIAL STATEMENTS
(g) Tangible Assets
These are capitalised if they can be used for more than one year and cost at least £250. They are valued at cost
and the depreciation rates and methods used are as follows:
Premises
Over Lease Tern]
Computers
Fixtures and Fittings
Office Equipment
25/0 Straight Line Basis
200/0 Straight Line Basis
200/, Straight Line Basis
Allocation of Income
Befriending
Seri'ice
Support
Service
Shops
Fundraising
Total Costs
Grants and Donations
4.298
21,500
18,500
44,298
106,568
669
Charitable Activities
106,568
Other Incom¢
669
Total Income
106,568
4,967
21,500
18,500
151,535
Allocation of Expenditure
Befriending
Service
Support
Service
Shops
Fundraising
Total Costs
Premises Costs
28,366
9.063
57,451
28,366
34,787
77,299
1,414
1,564
741
Administration Expenses
Charitable Activities
9.262
2,152
1.414
8.629
7,833
8,962
8,734
Legal and Professional
Finance Costs
1,564
Depreciation
Total Expenditure
741
96,444
13.569
17J63
16,795
144,171

HELPING OLDER PEOPLE NEW FOREST
NOTES TO THE FINANCIAL STATEMENTS
Paid Employees
Staff Costs
2024
2023
Salaries and Wages
Social Security Costs
Pension Costs
77,299
71,747
77,299
71,747
No employees received employee benefits (excluding employer pension costs) of more than £60,000.
Average Head Count in the Year
2024
2023
Shops
Fundraising
Befriending Service
Support Service
10
14
li
Tangible Fixed Assets
Fixtures and
Fittings
Office
Equipment
Premise5
Computers
Total
COST
Brought Fonvard
Additions
25,523
2.805
6,717
3,510
38,555
Disposals
Carried Forward
25,523
2,805
6,717
3,510
38,555
DEPRECIATION
Brought Forward
Charge for Year
Disposals
Carried Forivard
25,523
1,975
701
6,717
3,392
40
37,607
741
25,523
2,676
6,717
3,432
38,348
NET BOOK VALUE
At 31 Mareh 2024
129
78
207
At 31 March 2023
830
118
948
io

HELPING OLDER PEOPLE NEW FOREST
NOTES TO THE FINANCIAL STATEMENTS
Stocks
2024
2023
Donated Goods
3,500
3,500
4,000
4,000
Debtors and Prepayments
2024
2023
Rent Deposit
Gift Aid
2,539
3,552
3,501
9,592
2,539
2,500
955
Prepayments and Accrued Income
5,994
Cash at Bank and in Hand
2024
2023
Cash at Bank
28,344
50
26,358
96
26,454
Petty Cash
28,394
Creditors and Accruals
2024
2023
Accruals and D¢ferr¢d In¢om¢
272
4,244
118
Taxation and Social Security
,023
1,295
4,362
Amounts Falling Due After One Year:
Loans
30,000
30,000
10 Transactions with Trustees and Related Parties
Non¢ of th¢ trnst¢¢s hav¢ be¢n paid any r¢muneration or received any other benefits from an ¢mployment with
the Charity or a related party.
No trustee expenses have been incurred and there have been no related paty transactions ID the reporting period.

HELPING OLDER PEOPLE NEW FOREST
NOTES TO THE FINANCIAL STATEMENTS
li
Pension Commitments
The Charity operate5 a defined contribution scheme INEST).
12