Charlty number: 1161235 Hope Trust Cardlff IA Charitable Incorporated Organisation) Trustees, report and flnanclal statements for the year ended 31 March 2024
Content5 Charity Information Report of the Trustees Report of the Independent Examiner Statement of Financial Activities io Balance Sheet li Notes to the Accounts 12-18
Hope Trust Cardiff IA Charltable Incoiporated Or8anlsatlon) Legal and administrative Inlormation Charlty number 1161235 Reg15tered offlce Glenwood Church Circle Way West Llanedeyrn Cardiff CF23 6UW Trustees Paul Franci5 (Chairl Rachel Tre5eder Hannah Westwell Bankers Co-operative Bank Independent Examlner Cllve Evans Evans Consulting 52 Hastings CreSnt Old St Mellons Cardiff CF3 SET
Hope Trust Cardlff (A Charitable Incorporated Organlsatlonl REPORT OF THETRUSTEES FOR THE YEAR ENDED 31" March 2024 The Trustees have pleasure in Submitting the Report and st Accounts for the year to 31 Marth 2024 hope cardill Structure. Governance and Management Nature of organization HOPE Trust Cardiff Charitable Incorporated Organisation is a registered with the Charity Commissions of England and Wales (Registration Number 11612351 in April 2015. HOPE Trust Cardiff CIO is the social action charlty for Glenwood Church Faith Community. Our aim is to promote social inclusion in Cardiff for the public benefit by preventing people from becoming socially excluded. relieving the needs of those people who are. and assisting them to integrate back into society. Currently HOPE Trust Cardiff CIO is the umbrella organisation for three projects. Hope St Mellons joined HOPE Trust in June 2019. The Junction which independently runs support for any form of baby loss or crisis pregnancy. TAVS whith aims to engage, support and empower people in Cardiff addressing issues arising from homelessness. addiction and promoting mental health awarene55 ondlor i501ation. Hope St Mellons are committed to working with children, young people and families to.. Benefit and improve wellbeing,. Strengthen arbd develop community: Grow opportunities for occupation and social enterprise. Current projects include: The Step Out Fund Scholarship Programme, Forest School, Emotional Literacy Support, and Parent Support Groups. The team is led by local staff and volunteers and we are passionate about serving St Mellon5. Hope St Mellons transitioned into its own charity called Here for Good Collective during the year. Appointment of Trustees Initial Trustees we appointed in agreement with the leadership team of Glenwood Church at the time, which is led by Paul Francis. Those Trustees were Paul Francis Ichairl, Jill Jamie50n, Barrv Mckeever, Nkini Pulei and Rachel Treseder appointed in July 2014. and Barry McKeever, Jill Jamieson and Nkini Pulci havc Since stood down. Hannah Westwell became a Trustee on 23, May 2022. lft¢ome All Trustees give their time voluntarily and receive no benefits from the charity for acting as a Trustee. HOPE Trust Cardiff CIO relies on SLPFrt from Glenwood Church. voluntary contributions and funding applications.
Hope Trust Cardiff (A Charitable Incorporated Org4ntsation) Rlsk Mana8ement The Trustees have reviewed the risk5 to which a small charity operating with few employees is exposed. Appropriate procedures are in place to identify, monitor and review these risks on a regular bas15. Organ150tlonal Structure The Trustees are legally responsible for the CIO. The Trustees meet at least three times annually. They are also responsible to the Glenwood Church leaders. A few from Glenwood Church leadership team are trustees which allow5 for good cross working between Glenwood Church and HOPE Trust Cardiff CIO. Responslbllltles of the Trustees Charity law requires the TriJstee5 to prepare financial statement5 for each accounting year which give a true and fair view of the state of the charity and of it5 income and expenditure for the year. We are required to: Select suitable accounting policies and apply them consistently Make judgements and estimates that are reasonable and prudent State whether the applicable accounting standard5 have been followed. subject to any material departures disclosed and explained in the accounts Prepare the financial statements on a going concern basis unless it is inappropriate to presume that the charlty will continue in business We are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and enable us to ensure that the financial statements comply with the Charities Act 2011. We also have a responsibility to safeguard the assets of the charity and to take reasonable steps to prevent fraud or any other irregularities. Our Alms and Objectlves To promote social inclusion in Cardiff for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assistlng them to integrate into society. Forthe public benefit. to promote the mental health and well-being of persons resident in South Wales suffering from depression, bereavement, loss or pregnancy-related cri5e5, by the provision of voluntary counsellin& education and support for Such persons.
Hope Trust Cardiff IA Charitable Incorporated Organlsatlon) TAVS Annual Report (April '23- March '241 At the Tavs Centre. we have continued to Serve some of the most vulnerable in Cardiff, aiming to engage, support, and empowerour community through providing safety, community, and opportunity. A team of around 40 volunteers have allowed us to continue to run our regular food-based activities, as well as work with placement students and grants allowing us to offer more wellbeing-based attivity. In total around 3150 hours of volunteer time wa5 given to the project. Actlvities: Food Co-op The Tavs Food Co-op continued to operate twice a week, with our membership price increasing to £3 a week following consultation with the members, in response to rising food Pri5. This, in addition to grants from Community Foundation Wales and Cardiff Council, allowed us to ¢ontinue to supply members with a wide range of groceries, including fresh produce. We continued to open our upstairs social space. providing light refre5hment5 and the opportunity for connection whilst waiting. This has been really fruitful in building community. On average. we were serving up to 70 people per week from a wide range of backgrounds. typically a combination of people who are homeless, vulnerably housed. refugees and asylum seeker5. and those on low income or long-term unemployed. We a150 saw an increase in international students looking to become members. Burger evenlng Free hot food is served every Sunday evening (burgers and fish finger rolls) to anyone who would like. Predominantly, the demographlc is the homeless and vulnerably housed who continue to welcome the food and the conversation offered. Towards the end of the year we have seen rislng numbers, some weeks reaching 70-80 people (combined inside and tskeawayl. This is the upper limit of our capacity and with limited space and volunteers we are looking into ways to continue to support people. but in a way that encourages connection and community and within our capacity. Winter well-being warm space Through a 'warm spaces, Erant. and the tlme of an OT student completing their placement we were able to open Tavs as a drop-in each Thursday over the winter months. This was a space for the community to come and be warm. have a hot drink, and access our laundry arbd shower facilities. We also offered well- beingi craft activities to encourage engagement and conver56tion. International Cooklng Club We piloted a small cooking club, encouraging community members to attend and share recipes from home. Each week we met to make lunch and eat together. The club was enjoyed by those who attended but numbers were low and the club would be difficult to maintain without the support of placement students. It Is worth revislting when resoLArces allow.
Hope Trust Cardlff IA Charitable Incorporated OrganitiOn} People: Students We were able to provide placement opportunitie5 to two Students lone Occupational Therapy, one Coun5elling and Therapeutic Practice51. The students were a great addition to the Tav5 community. reliably adding a friendly face and listening ear to our activities and encouraging community rnembers to dig deeper in conversation. Community Member Volunteers We continue to support community members in volunteering opportunities at Tavs. We have had 5 different community member volunteers at points over the past 12 months who have felt a 5en5e of purpose and belonglng through the volunteer opportunity. They each bring an enthusiasm and life experience that enrlches the Tavs community. Staff Long-term Community Worker Nkini Pulei stepped down from the role in the summer and Hannah Westwell wa5 appointed in the position. The Junction Annual Report- 2023124 ion Over the last year The Junrtion ha5 continued to offer one-to-one bereavement support or counselling to those with a range of difficulties related to pregnancy, including those who have experienced perinatsl loss, such as miscarriage. ertopic pregnancy, 5tillbirth and neonatal losses, as well as other pregnancv complications, such as traumatic birth, fertility difficulties. multiple105ses, post-termination support and anxiety during the pregnancy after a loss. Clients are offered up to 10 appointments, although for more complex needs we may be involved much longer. for example. supporting those who are pregnant throughout their pregnancy. We see clients in the Wellbeing Space at Glenwood Church Centre, provlding a safe and comfortable therapeutic environment, or online via zoom, depending on what best suits the clients. We see mostly individuals, but also at times couples attend together to support them in processing their experience together. The team delivering support is a mixture of bereavement volunteer5 and placement trainee5 working towards qualifications in counselling or courbselling Psychology. Our centre manager is a qualified coun5elling psycholoElSt who has supported clients alongside offering training, Supervision and sUPPOrt to our trainees and other centres. Referrals are reIVed from GPS, hospital and cornmunity midwives. mental health services and otherthird sertor organisation5, for example MIND and SANDS. Clients can self-refer. and are initially placed on
Hope Trust Cardlff IA Charitable Incorporated Or8anisation) waiting list until appointments can be offered. When the client is pregnant when they contart us, prioritv 15 given in order to provide support at the time when it is most needed. The tralnee placement5 that we are able to offer, continues to mean that as an organi5ation not only are we able to meet the needs of clients through a greater team if volunteers committed to providing an excellent service, but are also able to involved in the education and training of those workin8 towards qualifications and support other centres providing similar seryices with CPD opportunities. Clients During the year 2023 124 we received 99 referrals for support,13 27% increase from last yearl for the many reasons mentioned above. Although focused on pregnancy related distress. the main reasons for referral are often accompanied by other mental health difficulties. such as anxiety and depre55ion. with increasing referrals from NHS mental health teams. We offered 463 appolntments lan 18% increase from previous yearl to clients during the year, supporting clients with the emotional impart of their pregnancv or105s experiences. On average clients waited between 92 days for an appointment from first contatt, however, we prioritlse those who are currently pregnant in order to ensure support Is provided during the vulnerable antenatal period. Although the majority of clients are women. we are increasingly seeing couple5 attending together to support each other during their fertility journey and in this year offered 19 appointments to couples. The Team The staff team consists of a centre manager. a coun5elling psychologist, who is paid for 7.5 hours per week and a further 7.5 hours a week paid role for a trainee counselling p5ychologi5t, who supports this role with administrative ta5k5, applying for grant funding and managing the waiting list alongside clinical work with client5. Alongside these paid roles we have a small team of volunteer5 who are trained to offer bereavement support and a number of trainee volunteer placements. Our current centre manager is counselling psychologist who as well as Carrying her own clinical caseload has focused on developin8 training and supervising placements. Our ongoing relationships with the Dottorate in Counselling Psychology programs at both the University of South Wales and the University of the West of England, Bristol, and the Integrative Counselling Diploma at USW. has enabled us to continue to provide placement opportunities, where trainees are gaining clinical expertise and therapeutic training through their university courses, whilst we provide training on the specific needs of our clients, including models of grief and how these Can be applied to work around pregnancy loss. In additlon to student placements, we have two bereavement volunteers, who have undergone training in counselling skills and bereavement support specifically in the context of pregnancy1055. All members of the team are provided with regular supervision to ensure ethical and reflective practice with clients. Our centre manager was also able to offer a number of CPD opportunitie5 in the area of pregnan after1055 to other cer¢tres providing a similar service around the UK.
Hope Trust Cardiff IA Charitable Incorporated Organlsatlon) Resufts Net expenditure for the year amounted to £42,63712023.' net income of £3,109). Unrestritted funds carried forward at the year end were £41.12812023: £66,219). Restricted funds carried forward at the year end were £3.71612023: £21,262). Signed on behalf of the Trustees: Paul Francis Chair of Tfustees Date: January 2025
Hope Trust Cardiff IA Charltable Incorporated Organlsatlon) Independent Examinerfs report to the trustees of Hope Trust Cardlff for theyearended 31 March 2024 I report on the accounts of the charity for the year ended 31 March 2024 which are set out on pages 3 to 20. Responsibillties and basls of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Art 20111"the Acf l. I report in respect of my examination of the Trusvs accounts carried out under section 145 of the 2011 Art and in carrying out my examination, I have followed all the applicable Dirertion5 given by the Charity Commission under section 14515llbl of the Act. Independent examiner's statement I have completed my examination. I confirm that no matter5 have come to my attention in onnection with the exarnination giving me cause to believe that in any material respect.. i. the accounting records were not kept in accordance with sertion 130 of the Charities Art: or 2. the accounts do not accord with the accounting records- 3. the accounts did not comply with the applicable requirements concerning the forrn and content of accounts set out in the Charities (Account5 and Reports) Regulations 2008 other than any requlrement that the accounts give a 'true and falrf view which is not a matter considered 05 Part of an independent exomination. I have no concerns and have come across no other matters in tonnection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Clive Evan5 Evans Consulting 52 Hastings Crescent Old St Mellons Cardiff CF3 SET Date- 20, January 2025
Hope Trust Cardlff (A Charitable Incorporated Or8anisation) Statement of financial activitie5 For the year endlng 31 March 2024 Note Unrestrlcted Restrlcted Year ended Year ended funds£ funds £ 311031Z4 £ 31103123 £ Income Income from generating funds- Voluntary income 54,020 13,110 67,130 104.451 Total Income 54.020 13,110 67,130 104,451 Expendlture Charitable activities 79.111 30,656 109.767 101,342 Total expenditure 79,111 30,656 109.767 101.342 Net movement in funds for the year 125.0911 117,5461 142,6371 3.109 Transfer between fund5 Totsl funds brought forward 66,219 21,262 87.481 84.372 Total funds carried forward 41,128 3,716 44,844 87.481 The Statement of Financial Artivitie5 includes all gains and losses recognlsed in the year. The notes on pages 13 to 20 form part of these financlal statements. io
Hope Trust Cardiff IA Charhable In¢orporated Organisation) Balance Sheet as at 31 March 2024 31" March 2024 31" March 2023 Note Current assets Debtors Cash at bank and in hand 2.568 45.072 89,315 Credltors: amounts fallrng due within one year 228 Net current assets CredFtors: amounts falllng due within one year Net Assets 44.844 87,481 Funds Restricted funds Unrestricted funds Totsl funds 3.716 41,128 44.844 21.262 66.219 87.481 The financial state nts were approved by the trustees and signed on their behalf bv.. UIF Chair of Trustees Date: 20, Janltary 2025 li
Hope Trust Cardlff IA Charitable Incorporated Organisatlonl Notes to financial statements for the year ending 31 March 2024 I Charity ststus Hope Trust Cardiff is a charitable incorporated organisation registered in England and Wale5. number 1161235. The registered office is Glenwood Church, Circle Way West, Llanedeyrn, Cardiff CF23 6UW. Each of the trustees is liable to contribute an amount not exceeding £Nil towards the assets of the charity in the event of liquidation. 2 Accounting policles Summary of slznlflcant accounting policies and key accounting estlmates The principal accounting policies applied in the preparation of these financial 5tatement5 are set out below. These policie5 have been consistently applied to all the years presented. unless otherwlse stated. ststement of compliance The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Stondard applicable in the UK and Republic of Ireland IFR51021 in October 2019, the Charitie5 Act 2011 and the UK Generally Accepted Accounting Practice. Basis of preparation Hope Trust meets the definition of a public benefit entity under FRS 102. A55ets and liabilities are initially recognised at historical cost or transaction value unless Otherwise stated in the relevant accounting policy notes. Goin8 concern The trustees consider that there are no material untertainties about the charity's ability to continue a5 a going concern nor any significant areas of uncertainty that affect the carrying value of a55ets held by the charity. Exemption from preparlng a cash flow statement The charity opted to early adopt Bulletin I published on 2 February 2016 and have therefore not included a cash flow statement in these financial ststements. Governance t05t5 These include the costs attributable to the chariV5 compliance with constitutional and statutory requirements, including audit, Strategic management and trustees, meetings and reimbursed expenses. Fund structure Unrestricted income fund5 are general funds that are available for use at the tru5tee5' discretion in furtherance of the objertives of the charity. Re5t¥icted income funds are those donated for use in a particular area or for specific purposes, the use of whlch Is restricted to that area or purpose. 12
Hope Trust Cardiff IA Charitable Incorporated Organisationl Notes to flnanclal statements for the year endlng 31 March 2024 3 Voluntary Income Unrestricted Funds Restricted Funds Total 2024 Total 2023 Tavs Gift Aid donations Other donations Tax recovered Hireincome Grant Income 2,955 11,680 1,621 360 2,955 11,680 1,621 360 13,110 29,726 3,736 15,663 360 25,0 44.759 13,110 13,110 16,616 Junctlon Gift Aid donations Other donations Tax recovered Grant income 570 1,203 495 10,000 12,268 570 1,203 495 10,000 12,268 713 3,403 4,116 St Mellons- Step Out Gift Aid donations Other donations Tax recovered 3,530 600 3,175 7,305 3,530 61x1 3,175 7,305 4.413 550 4,963 St Mellons- Famille5 Worker Gift Aid donation5 Other donations Tax recovered Grant income 470 2,880 373 470 2,880 373 460 2,880 3,723 3,723 3,340 5t Mellons- General & Other Gift Aid donations Other donations Tax recovered Grant income 3,288 2,921 2,826 3,350 12.385 3.288 2,921 2,826 3,350 12,385 3,775 13,703 28,392 45,870 Shared Income Gift Aid donations Other donations Tax recovered 1,723 1,723 1,403 1,723 1,723 1,403 Total 54,020 13,110 67,130 104,451 13
Hope Trust Cardlff IA Charitable Incorporated OrnIS4t10n) Notes to flnanclal statements for the year ending 31 March 2024 4 Charitable actlvities Unrestricted Funds Restricted Funds Total 2024 Total 2023 a. Dlrect Charltable Costs Tavs Salaries Homeless & Night Shelter Covid 19 Support Co-op 5, 108 3.270 1.273 6,381 3.270 5,356 2.424 1,147 11,327 20,254 5,710 14.088 9,319 10,592 15,029 24,680 Junction Salaries & Training Total 10.755 10,755 10.755 10,755 9,133 9,133 St Mellons- step Out Intern Support & Emergency Fund 2,408 2,408 2.408 2,408 3.983 3.983 St Mellons- Famllies Worker Salarie5 General expenses Anchor Foundation grant 349 349 3,917 14 349 349 3,931 St Mellons- Food Pantry Set up costs General expenses 8,632 23,012 31,644 4,503 4.503 4,503 4,503 b. Support and Administration Tavs Equipment & Repairs Administration and general expenses Insurance 5,036 2.398 618 8,052 5,036 4,257 618 9,911 716 2.827 364 3,907 1,859 1.859 Junction Rent Insurance Administration and general expenses 618 1,136 1.754 618 1.136 1,754 364 1,187 1,551 5t Mellons-General & Other Salaries Administration and general expenses Insurance Mutual Aid Fund grants Transition Payments- Setting up separate charity 16,068 6,531 364 3,085 346 346 560 35,581 560 53,786 18,205 36,487 18.205 54.692 26,048 14
Hope Trust Cardiff (A Charitable Incorporated Or8anlsationl Notes to financial statements for the year ending 31 March 2024 Shared Expenses Shared general expenses 715 715 715 715 891 891 Total 79,110 30,656 109.766 101.342 Trustees, remuneration and expen5e5 As allowed by the Charity Trust Deed. no trustees12023'.nonel were reimbursed expenses of £nil12023- £nill. Ernployee5 Employment costs Year ending Year ending 3113124 3113123 Wages & salaries Social Security & Pension cost5 16,487 451 16,938 44,219 1,327 45,546 No employee received emoluments of more than £60,000 durlng the year. The charity is managed on a day to day basis by the trustees who are unpaid and therefore the total employment benefits, including employer pen510n contributions, of the key management personnel of the chority were £nil12023: £nill. Number of employees The average monthly number of employee5 during the period. calculated on the basis of full time equivalents were as follows- Year endlng 3113124 Year ending 3113123 Charity staff 15
Hope Trust Cardrff IA Charitsble Incorporated Organisation) Notes to financial statements fortheyear ending 31 March 2024 Creditor5'. Amounts falling due within one year Year ending Year ending 3113124 3113123 Trade creditors Taxes and social security 407 11791 228 2,519 16851 1,834 Unrestrlcted Funds BaFance at 31 March 2024 Balance at l April 2023 Incornlng Re50urces Resour¢es expended Transfer General fund 66.219 54,020 179,1111 41.128 Total 66.219 54,020 179,1111 41,128 Re5trlcted Funds Balance at IncominE Resources Transfers Balance at 31 l Aprll 2023 Resource5 expended March 2024 Funds previously115ted a5 Restricted Tavs Food CO-OP Tavs- Co-op YMCAgrant Tavs- Co-op Cardiff Council grant Tavs- Co-op CFIW grant Tave- Warm Spaces grant 3,057 2,667 1,852 4.800 3,132 12,451 390 4.400 4,800 3,910 13,110 778 3,716 3,057 Hope St Mellons-general funding St Mellons-T4TSM 612 612 612 612 Hope St Mellon$- Food Pantry 5t Mellons- Food Pantry-T4TSM St Mellons- Food Pantry- Community Mural St Mellon5- Food Pantry- Welsh Gov 9,981 7.451 9.981 7,451 161 17.593 21,26Z 161 17.593 30,656 Total 13,110 3,716 16
Hope Trust Cardlff IA Charltable Incorporated Organlsatlon) Note5 to flnancial statements forthe year endlng 31 March 2024 The grants and donations received for various restricted funds are for the following purposes: Tavs Co-op.. monies to help fund our Food Co-operative Hope St Mellons- general funding: To be used for the general running costs for the projects working in the St Mellon5 area Hope St Mellons- Food Pantry: The charity has Set up a Food Pantry and funds were received to be used toward its setting up costs and salary of a Food Pantry manager io Hope St Mellons During the year, the growing Hope St Mellons project transitioned out of our organisation into its own CIO called Here for Good Collettive Icharity number 12023711. This resulted in transferring fund5 applicable to their projett totalling £53,786 during the year li Analy5i5 of net assets between funds Unrestricted Fund5 Re5trlcted 2024 Total 2023 Total Funds funds funds Current assets Current liabilities 41.356 12281 41.128 3,716 45,072 12281 44,844 89,315 11,8341 87,481 3,716 12 Related partles Glenwood Church is related 35 Paul Francis. a trustee of the charity, also served as a trustee of Glenwood Church during the financial year. During the year Invoices were raised by Glenwood Church to Hope Trust Cardiff of £1.24612023.. £5281 and by Hope Trust Cardiff to Glenwood Church of £Nil12023.. £Nill. Further, during the year Glenwood made donation5 to Hope Trust Cardiff of £2,16012023: £2,160). At the end of the financial year the charity owed Glenwood £Nil 12023: £1951. 13 Controlllng partles In the opinion of the trustees there is no single ultimate controlling party of the charity 14 Taxation The company is a registered charity and is, therefore, exempt from taxatlon. 17
Hope Trust Cafdlff {A Charitable Incorporated Or8anisation) Notes to financial Statements for the year ending 31 March 2023 15 statement of financial activltles for the year ended 31 March 2023 Note Unrestrlcted Restrlrted Year ended Year ended fund5£ funds£ 3V03123 £ 31103122 £ Income Income from generating funds.. Voluntary income 71,059 33,392 104,451 117.724 Total income 71,059 33.392 104,451 117,724 Expenditure Charitable activities 50,372 50.970 101.342 118,643 Total expenditure 50,372 50,970 101.342 118,643 Net movement in fundsforthe year 20,687 117,5781 3.109 19191 22,799 122,7991 Total funds brought forward 22.733 66.219 61,639 21.262 84,372 87,481 85.291 84,372 Total fund5 carrled forward 18