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2021-03-31-accounts

Bristol Older People’s Forum CIO

Charitable Incorporated Organisation Charity number: 1162616

Annual Report & Accounts

1 April 2020 to 31 March 2021

Doc ID: 200e731c621845b2c197537b35d3de98818b9da0

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Annual Report & Accounts

1 April 2020 to 31 March 2021

CONTENTS

CONTENTS Page Trustees’ Annual Report Reference and Administrative details Report of the Trustees for the period 1 April 2020 to 31 March 2021 Objectives and activities Achievements and performance Financial review 12 Structure, Governance & Management 13 Independent Examiner’s Report 15 Annual Accounts comprising Statement of Financial Activities 16 Balance Sheet 17 Notes to the Accounts 18

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Reference and administrative details

Charity name: Bristol Older People’s Forum CIO Registered charity number: 1162616

Registered office and operational address:

c/o Age UK Bristol, Canningford House, 38 Victoria Street, Bristol, BS1 6BY

Charity Trustees

The Trustees and officers serving during the year and since the year end were as follows:

Ian McDowell Bickerton, Chair (appointed 25[th] July 2019) Trish Mensah, Deputy Chair (appointed AGM 25[th] July 2019) Judith Irene Brown, BOPF Ambassador (appointed 25[th] July 2019) Christina Mary Stokes, Treasurer (appointed 28[th] March 2019) David Elson (appointed 30[th] June 2015) Taramati Mistry (appointed 5[th] November 2020) Gloria Morris (appointed 30 June 2015) Lyn Mitchell Porter (appointed AGM 25[th] July 2019) Jenny Smith (appointed 12 November 2016)

Trustee resigned since 31 March 2020

Alun Davies (appointed 5[th] November 2020, resigned 4 February 2021) Pat Gregory (appointed 23[rd] January 2020, resigned 1 June 2021) Tony Wilson (appointed 30 June 2015, resigned 23 September 2021)

Bankers

Unity Trust Bank, Nine Brindleyplace, Birmingham, B1 2HB Triodos, Deanery Road, Bristol, BS1 5AS

Independent Examiner

Rupert Taylor

Staff

Finance & Administration Manager: Yolanda Pot Engagement and Development Manager: Ian Patrick Quaife

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Report of the Trustees for the period 1 April 2020 to 31 March 2021

The Trustees present its Annual Report and Independent Examiner’s Report for the period 1 April 2020 to 31 March 2021.

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 Standards applicable in the UK and the Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102).

Objectives and activities

The objects of Bristol Older People’s Forum CIO are:

In furtherance of these objects, the Trustees shall:

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Public Benefit

The Trustees have had regard to the Charity Commission's guidance on public benefit and endeavour to implement them in all the charity's work. The main activities undertaken to further the charity’s objects for the public benefit are detailed in the following pages as follows:

1. COMMUNICATIONS

2. BOPF PROJECTS

3. BOPF Membership

4. BOPF Open Forum Meetings

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Achievements and performance

1. COMMUNICATIONS

1.1. BOPF & BCC Covid-19 Newsletter

In partnership with Bristol City Council (BCC), we have continued to produce a series of Covid information and advice newsletters throughout the year, both in hard copy and electronic formats. The publication and distribution costs are kindly funded by BCC. The newsletters have also included contributions from other organisations, in particular from the Bristol Support Hub, a partnership of charities and groups led by Age UK Bristol, of which BOPF is a member.

A significant proportion of our 3000 members are digitally excluded – i.e., not online - and some rely heavily on hard copy information to keep updated and in touch. The newsletters are specifically designed with this in mind, and have enabled BCC to provide our members with key information particularly about Covid-19, for example, on shielding, wearing face coverings, and testing sites. Through the newsletters, BOPF has been able to inform members about important projects and research we have been undertaking, including Life under Lockdown, the Housing Survey, and the Carers Survey. We have run articles on other topics such as Covid scams and claiming pension credit.

1.2. BOPF Website (www.bopf.org.uk)

In 2019, BOPF received grant funding from St Monica Trust and the John James Bristol Foundation to develop a new website, which was launched at the Open Forum in February 2020. A new website had been recommended in a consultant’s report on transforming BOPF as a way of significantly developing our communications strategy.

The website has proved popular, with positive feedback received. The website has been particularly important during the Covid crisis, as it has enabled us to provide crucial information and links to our online members, and the outside world. The challenge throughout has been our capacity to keep the website as regularly updated as we would wish, and we unsuccessfully advertised for a volunteer to help us with website support. We will continue to explore every possible opportunity to find this support, including through grant applications.

1.3. BOPF Facebook

The Facebook Page has again been a vital way of communicating with our members and others, during the Covid pandemic. We have been able to post articles and snippets of information at short notice, and have also encouraged our members and Trustees to write articles of interest to our audience.

1.4. Zoom

As with many organisations, Zoom has become a crucial means of communication throughout the pandemic. For our bi-monthly Open Forum, we used to physically meet at Broadmead Baptist Church in the city centre. It became clear early on that this would be completely unviable, so we started using Zoom instead from September 2020. The first meeting attracted about 40 members, but it has steadily increased since then. We are very conscious that, as mentioned earlier, many of our members are not online and we are currently exploring ways to be increasingly inclusive, such as live streaming. Our Trustee Board has been meeting through Zoom since summer 2020, and it’s now regularly used for many other meetings and get togethers, both internally and externally.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

2. BOPF PROJECTS

All our work is based on the principle that older people should be centrally involved in all aspects of decision and policy making. This we believe is the best way of challenging ageism and ageist practices.

This year has been challenging in many ways but also rewarding as many of our diverse projects are making a real difference to BOPF members across the city. We hope this will continue over the next year and beyond.

2.1. Voice & Influence Partnership (VIP)

Our work with the Voice and Influence Partnership (VIP) is for the period May 2018 to September 2021. The Partnership is funded by the Bristol City Council and is made up of The Care Forum (the leading partner), Bristol Older People’s Forum, Centre for Deaf and Hard of Hearing People, OTR LGBTQ+ (Off The Record), SARI (Stand Against Racism & Inequality) and WECIL (The West of England Centre for Inclusive Living) .

The VIP has been created to help make sure that individuals, groups and communities whose voices aren’t always heard are listened to, and are part of shaping Bristol’s future.

We have now completed our third year of our three-year contract with Bristol City Council, to carry out formal consultation and ensure that the voice of older people is being heard. We are part of a group of organisations representing those who are disadvantaged in society (as set out in the 2010 Equalities Act).

With the pandemic the nature of this work has changed. The formal consultation work with Bristol City Council (BCC) (via our Open Forum) ceased in 2020. Face- to-face work with local projects and groups has also been curtailed. In response we have been able to continue to deliver Open Forum meetings to our online-members, supporters and other organisations via video conferencing (Zoom).

As part of VIP work, Ian Quaife, our Engagement and Development Manager, chairs the Adult and Social Care Equalities Group - comprising senior officers and councillors from BCC, voluntary sector organisations and officers from the Clinical Commissioning Group (CCG) and leading health providers Sirona. This is an important piece of work and enables BOPF to be at the centre of decision and policy making within this service.

VIP work also includes the current development of the BOPF Advisory Group as a formal structure to Bristol’s One-City Plan (this is an over-arching strategy for the development of Bristol until 2050, made up of the voluntary, public and private sectors and other local interest groups). As part of this, we are working closely with the BCC City Office and Bristol Ageing Better (BAB) to establish BOPF as a key mechanism of future decision-making. Our members will, via the Advisory Group be able to influence, advise, design and deliver new policy and services that meet the main themes of the One-City Plan, including input into the Six Boards (including Transport, Housing and Health &Wellbeing) that sit within its structure. This will include a core involvement in the plan’s annual ‘refresh’ (the yearly update of the plan).

This development has been shaped around Bristol is an Age Friendly City status and we will continue to work with BAB, ensuring that the recently developed Age Friendly Action Plan is reflected in the way the Council delivers its services to older people. Key to this is to ensure that Ageism (treating older people unfavourably) and age discrimination is eradicated from policy and service delivery.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

2.2. BOPF Age Friendly Transport and Housing Projects

The funding for our transport and housing projects came to an end in the last year. We have however, continued to pick some of the important elements of this work through our VIP funding. Christina Stokes, BOPF board Trustee and Treasurer, now sits on the BCC Transport Board, and will represent our members at this important decision-making level. This year also saw the launch of our Housing Documentary Film, reflecting the lives of five of our members in their homes and communities. This built upon the themes identified in last year’s housing research survey. Going forward, we plan to continue the work of our Housing Action Group over the next year.

2.3. BOPF Challenging Ageism Workshops

In the last year we have delivered 9 Challenging Ageism Workshops to 135 participants. These have been successful and demand is high, with numbers of people from Bristol (and even across the world!) increasing month by month. The sessions include an exploration of ageism, age discrimination in the work place and ageist stereotypes (younger and older), using the knowledge and experiences of the participants to highlight the realities of age inequality.

2.4. BOPF Meetup Mornings

In March 2021 we were successful in obtaining funding from Quartet for our BOPF Meet-up Mornings to be delivered during the period March to December 2021. This project has been set up to give on-line members a chance to get together for a social chat about memories from the past, as well discussing current issues. The sessions are hosted by Pat Gregory a longstanding member and BOPF Trustee and Ambassador Judith Brown. It’s informal and relaxed and has proven to be a great success.

2.5. Bristol Join-up Project

This period has also seen the continuation of our Life Under Lockdown research project (funded by the National Lotteries Community Fund via The Care Forum as part of the Bristol Join Up Partnership – five projects supporting older people). This work has focussed on the challenges facing older people during the first two lockdowns. Our first survey report was published last year and the second of three reports, includes individual and group interviews, conducted at the tail end of last year through to February 2021. It also includes research into the effects of Covid-19 on the care home sector.

2.6. BOPF Health Care Research

During the year we were commissioned by Bristol City Council Adult and Social Care Commissioning Team to look into the challenges for carers and those they care for. The Carers Report was a major piece of research, established to inform the council’s new strategy for services that support unpaid carers (a majority being older people), responsible for looking after husbands, wives, partners, siblings and sometimes friends. This work was completed in April 2021, and BCC are now taking the findings forward into their future planning.

2.7. BOPF Consultation

We continue to deliver a range of commissioned consultation and advice work to other organisations. These include an age activism project called Platform 60 . This is a developing network of UK wide older activists looking to address nationwide and local issues affecting older people. Working through the Tudor Trust and with support from Independent Age, BOPF are

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

advising on Platform 60’s organisational structure, communications plan and future project management.

We also continue to advise a number of other local projects, including the Campaign for Liveable Neighbourhoods Feeding Bristol , Wessex Water and the Voi E-scooter trials in Bristol. Indeed, approaches from outside organisations requesting our support and guidance on working with older people are increasing, reflecting BOPF’s reputation and professionalism as an organisation.

Much of this work is focussed on how projects can improve their communications and development work to ensure that older people are not portrayed or treated in a stereotypical or negative light.

2.8. Other BOPF Work

We have hosted with Age UK Bristol, two Open Mic Night Events (On Zoom), featuring the many creative singing and poetic talents of older people across Bristol. These have been well-attended and enjoyable fun events. Another arts-based project has also recently been completed, featuring five of our members working in partnership with a project called Ad Infinitum . Each participant used writing, poetry and art to explore how they were meeting ever-day personal challenges, such as the current pandemic.

We also continue to answer any questions or concerns from our members via the office phone or on email. Sometimes this is specific queries, which we can deal with in the office, or just a member phoning for a chat. Whichever, every one of these calls is important to us and we are always available throughout the week to help out where we can.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

3. BOPF Membership

BOPF has almost 3000 members over 55 years old, and can therefore legitimately claim to speak for a significant number of older people in the city. As part of the Voice and Influence Partnership, we have had a sustained drive to sign up more members over the last three years.

It remains a clear goal to continue to increase both BOPF membership and also attendance at Open Forum meetings, particularly amongst minority communities, as these are seen as two key ways of extending the influence of BOPF with decision-makers and strengthening the voice of older people in the city.

People over 55 years living in Bristol can sign up to become members via the BOPF Website: https://www.bopf.org.uk/about/become-a-member/

Table - Number of BOPF Members

2020-21 2019-20 2018-19 2017-18 2016-17
Total members 31 Mar 21:
2830		 31 Mar 20:
2792		 31 Mar 19:
2675		 31 Mar 18:
2707		 31 Mar 17:
2747
New BOPF members 276 205 130 67 69
Ceased BOPF
members		 238 88 162 107 67
Members on email 688 616 464 365 294

4. BOPF Open Forum Meetings

Our bi-monthly BOPF Open Forum Meetings are an opportunity for people to come together and meet others, listen to speakers and get involved. They are very much about socialising, learning, participating and campaigning. We have again this year brought to the Open Forum speakers who can both inspire and inform, and topics covered have included: living with Covid-19 and Life Under Lockdown , challenging ageism, tackling climate change, living with diabetes and walking for health. You will find a list of our speakers below.

During 2020-2021 we held 5 Open Forum Zoom Meetings: Our AGM, 3 Open Forum meetings and the BOPF Housing Film Screening. These attracted a total of 304 attendees.

Table – Open Forum attendance

able – Open Forum attendance
Open Forum (OF) attendance 2020-21 2019-20 2018-19
No of meetings 5 6 6
Attendance 304 334 226

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

SPEAKERS at our Open Forum Meetings and AGM

1. BOPF AGM 1 , 24 September 2020. Zoom Panellists: 10; Attendees: 22, Total: 32

2. BOPF Open Forum 2 , 26 November 2020, Zoom Meeting Registration: 55

3. BOPF Open Forum 3 , 25 February 2021, Zoom Meeting Registration: 85

4. BOPF Housing Film Screening , 5 March 2021, Zoom Meeting Registration: 132

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Financial Review

At the end of this financial year there was a surplus of £1168 in unrestricted funds and a deficit of £240 in restricted funds. Unrestricted reserves are £24,328 and restricted reserves are £16,107.

Going concern

We were successful this year in attracting £58,456 in grants, donations and charitable and other activities.

We had a contract worth £60,000 with The Care Forum for the Bristol City Council’s Voice & Influence Partnership commissioning equality work, for the 3-year period, May 2018 to May 2021. This has been extended until 30 September 2021.

We have £920 remaining of the grant received from Bristol Ageing Better to run 3 more Challenging Ageism Workshops during April to June 2021.

We also received a £2000 grant from Bristol City Council for the Future Parks Project to be carried out during April to November 2021.

We have £4800 from Age UK (Bristol) to produce 4x BOPF & BCC Covid-19 Newsletters to be published during the 2021-22 period.

We have £4280 from Quartet to deliver 14x Meet-Up Mornings which will continue through until December 2021.

There is a small amount of money paid to us by Bristol City council Adult and Social Care Commissioning Team for one more month of work on Our Informal Carers Research Project .

We will receive an additional £2445 from the Care Forum for the Bristol Join-up Project for the Life Under Lockdown work which will continue until December 2021

In April 2021 we will receive £500 from Ad Infinitum for a Creating Arts Project taking place during March to May 2021.

We also collect donations from members via our website and newsletter, and attract income from advertising in the newsletter.

The Trustees are therefore confident that the charity is a going concern and will remain so for the coming financial year.

Reserves policy

The Trustees have set a policy of maintaining unrestricted reserves equivalent to six months’ expenditure. At present there is a designated reserve for an exit strategy of £18,000, which is approximately six months’ expenditure. This is reviewed annually.

Risk management

The Trustees have identified the potential risks to the organisation and ranked them according to likelihood and severity. For each risk they have identified mitigation and a responsible person, and the risk register is reviewed at every regular meeting of the Trustees.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Structure, Governance and Management

Governing document

BOPF is a Charitable Incorporated Organisation governed by its constitution dated 30 June 2015. Anyone over the age of 55 can become a member and on the 31st March 2021, there were 2830 members.

Organisation

There must be at least 5 charity Trustees and there is no maximum number of charity Trustees that may be appointed to the CIO. The Trustees delegate the day-to-day operations of the charity to the BOPF Project and Finance Manager, and BOPF Engagement and Development Manager, in conjunction with the BOPF Chair.

None of the Trustees receive remuneration or other benefit from their work for the charity. Trustees can claim public transport or petrol travel expenses to Trustee Meetings and Open Forum meetings. Any connection between a Trustee or staff member with a supplier or any other contractual relationship must be disclosed. None were reported this year.

Trustees

The Trustees continued to meet regularly throughout the year at Zoom Trustee Board meetings and at the new Informal Trustee Get Togethers. The Board, the formal decision-making body, regularly considered a range of reports on, for example, the latest financial position of BOPF including grants updates, the Chair’s report, the BOPF Ambassador’s report, progress on the consultant’s Transformation Action Plan, Voice and Influence Partnership feedback, and the agendas for future Open Forum meetings. Reports to the Board were also made by the Engagement and Development Manager and the Finance and Administration Manager.

The Informal Trustee Get Togethers were introduced to enable Trustees to have a more informal and relaxed wide-ranging discussion. There are no agendas or minutes for these Get Togethers, and they have no decision-making powers. The Terms of Reference were agreed at the Trustee Board. They have proved successful, particularly at a time when Trustees have been physically unable to meet.

As at the end of March 2021, there were 11 Trustees on the Board, including the Chair, Vice-Chair, Treasurer, and Ambassador. Induction sessions were provided new Trustees. During summer 2020, Trustees updated all BOPF policies and, together with the Manifesto, these were agreed at the September 2020 Trustee Board. The Chair very frequently sends out Trustee Updates, so Trustees are kept informed of key developments in between meetings. Trustees represent BOPF on a wide range of external organisations and bodies, and this is kept under regular review by the Board.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Trustees’ responsibilities in relation to the financial statements

The charity Trustees are responsible for preparing a Trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales requires the charity Trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011 and the applicable Charities (Accounts and Reports) Regulations. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees confirm that to the best of their knowledge there is no information relevant to the Independent Examination of which the Examiner is unaware. The Trustees also confirm that they have taken all necessary steps to ensure that they themselves are aware of all relevant financial information and that this information has been communicated to the Examiner.

Approved by the Trustees on 2[nd] July 2021 and signed on their behalf by:

Ian Bickerton BOPF Chair

Christina Stokes Treasurer

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Independent Examiner's Report to the Trustees of Bristol Older People’s Forum CIO

I report the accounts of the charity for the period from 1 Apr 2020 to 31 March 2021 which are set out on pages 16 to 25.

Respective responsibilities of Trustees and examiner

The Trustees are responsible for the preparation of the accounts. The Trustees consider that an audit is not required for this year under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:

Basis of independent examiner’s statement

My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

Rupert Taylor Easton Business Centre, Felix Road, Bristol, BS5 0HE

5[th] July 2021

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

STATEMENT OF FINANCIAL ACTIVITIES (SOFA)

1 April 2020 to 31 March 2021

Note
Income
Donations
3
Total Grants
Total charitable activities
4
Other trading activities
5
Investments
6
Total Income
Expenditure on:
Raising Funds
Charitable activities
7
BOPF Management
Voice & Influence Partnership
BOPF Website
BAB Participating Network
BOPF Age Friendly Transport
Project (BAB)
BOPF Age Friendly Housing
Project (BAB)
BOPF & BCC Covid Newsletter
BOPF Challenging Ageism
Workshops
BOPF Meetup Mornings
Bristol Join-up Project
BOPF Health Care Research
BOPF Consultation
Celebrating Age Festival
Other Group Projects
Total charitable activities
Total Expenditure
Net income/expenditure
Transfers between funds
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2020-21
£
588
-
-
2,450
46
3,084
-
1,916
-
-
-
-
-
-
-
-
-
-
-
-
-
1,916
1,916
1,168
-
1,168
-
23,160
24,328		 Restricted
funds
2020-21
£
-
54,702
54,702
670
-
55,372
-
-
23,667
-
-
5,295
2,068
2,100
8,481
720
9,586
2,226
970
500
-
55,612
55,612
(240)
-
(240)
-
16,347
16,107		 Total
funds
2020-21
£
588		 Total
funds
2019-20
£
838
70,528
70,528
1,105
79
72,549
-
1,597
20,125
3,500
2,250
14,705
13,332
-
-
-
1,101
-
-
-
2,185
58,796
58,796
13,754
-
13,754
-
25,753
39,507
54,702
54,702
3,120
46
58,456
-
1,916
23,667
-
-
5,295
2,068
2,100
8,481
720
9,586
2,226
970
500
-
57,528
57,528
928
-
928
-
39,507
40,435

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

BALANCE SHEET 31 March 2021

Note
ref.
Fixed assets:
12
Tangible assets
Net book value
Total fixed assets
Current assets:
13
Debtors
Cash at bank and in hand
Unity Trust Bank
Triodos bank
PayPal
Petty cash
Total current assets
Liabilities:
14
Creditors: Amounts falling due within one year
Prepaid Income
Total current liabilities
Net current assets
Total assets less current liabilities
Total net assets
15
The funds of the charity:
Restricted income funds
Unrestricted funds
General fund
Designated fund
Total unrestricted funds
Total charity funds		 Total funds
31 Mar 2021
£
-
-
-
20,492
19,939
93
61
40,585
150
-
150
40,435
40,435
40,435
16,107
6,328
18,000
24,328
40,435		 Total funds
31 Mar 2020
£
-
-
107
19,545
19,893
-
66
39,612
105
-
105
39,507
39,507
39,507
16,347
5,160
18,000
23,160
39,507

Approved by the Trustees on 2[nd] July 2021 and signed on their behalf by:

Ian Bickerton BOPF Chair

Christina Stokes Treasurer

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2021

1. Accounting Policies

The principle accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are as follows:

a) Basis of preparation

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 Standards applicable in the UK and the Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102).

The Bristol Older People’s Forum CIO meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historic cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

b) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Income from government grants is recognised when the charity has entitlement to the funds, any performance conditions attached to the grant have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

c) Interest receivable

Interest on funds held on deposit is included when receivable.

d) Fund accounting

e) Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that the settlement will be required and the amount of the obligation can be measured reliably.

Costs of raising funds include time spent complying with the terms of our Bristol City Council grant, including monitoring and submitting summary spend statements.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

Expenditure on charitable activities includes the costs: to maintain our membership, to carry out the survey, to produce the BOPF Newsletters, for Open Forum meetings to further the purposes of the charity and their associated support costs.

Other expenditure represents those items not falling into any other heading.

f) Allocation of support costs

Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include governance, office costs, budgeting and accounts, payroll administration, information technology and human resources which supports BOPF’s charitable activities. These costs have been allocated between costs of raising funds and expenditure on charitable activities. The bases on which support costs have been allocated are set out in note 8.

g) Tangible fixed assets

Individual fixed assets costing £300 or more are capitalised at historic cost and depreciated over their estimate useful economic life on a straight line basis as follows:

IT equipment: annual rate 33%

h) Debtors

Trade and other debtors are recognised at the settlement due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

i) Cash at bank and in hand

The Triodos deposit account has instant access.

j) Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

k) Pensions

BOPF’s automatic enrolment staging date was on 1 March 2016. BOPF chose NEST to process auto enrolment. One part-time employee opted into the scheme.

2. Legal status of the charity

BOPF is a Charitable Incorporated Organisation (CIO). In the event of the charity being wound up the trustees have no liability for its debts.

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Charity number: 1162616

3. Income from donations

Income from donations
Gifts and donations 2021
£		 2020
£
Website donations 95 -
Open forum donations - 136
Newsletter donations 220 332
Newsletter donations Gift Aid - 100
Other Donations 273 270
Total Gifts & donations 588 838

4. Income from charitable activities

Grants 2021
£		 2020
£
Voice & Influence Partnership 24,500 20,000
Bristol Join-up Project (Covid-19 Research) 7,702 2,985
Quartet (Meetup Mornings) 5,000 -
Age UK Bristol (Newsletter) 5,100 -
BAB Challenging Ageism Workshops 4,400 5,000
BCC Adult & Social Care (ASCCT) (Research) 3,000 -
BCC Neighbourhoods & Communities (Parks Project) 2,000 -
Bristol City Council (Newsletter) 1,200 -
Tudor Trust (Consultation) 500 -
Wessex Water (Consultation) 400 -
Celebrating Age Festival (Open Mic Night Event) 500 -
BAB Participating Network - 2,250
St Monica Trust (website) - 3,000
John James Bristol Foundation - 500
BAB Age Friendly Transport Project - 20,000
BAB Age Friendly Housing Project 400 15,000
LinkAge Network - 1,500
BAB Kickstart - 293
Total income from charitable activities 54,702 70,528

5. Income from other trading activities

2021
£		 2020
£
Newsletter Adverts 3050 -
Stalls - 40
Mailout Income - 1065
Consultancy 70 -
Total income earned from other trading activities 3120 1,105

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

6. Investment income

Investment income of £46 is interest received from the Triodos deposit account.

7. Analysis on expenditure on charitable activities

1 April 2020 - 31 March 2021

BOPF
Unrestricted
funds		 Total
Restricted		 Total
2020 -21		 Total
2019-20
Basis of
apportionment		 Total
Unrestricted
£		 Total
Restricted		 Total
2020 -21		 Total
2019-20
Direct costs
Salaries, NI & pension 75% of staff time -
32,644		 32,644 -
Freelance fees -
824		 824 26,893
Consultation fees -
-
-
2,079
Staff expenses -
-
-
2,600
Grants -
3,025		 3,025 198
Newsletter Printing -
735		 735 1,927
Newsletter Mailing -
273		 273 446
Newsletter Postage -
1,110		 1,110 2,365
Venue costs -
-
-
787
Event costs -
-
-
-
Transport costs -
-
-
63
Meetingcosts -
-
-
92
Trustee expenses -
-
-
163
Project expenses -
984		 984 1,571
Communications costs -
1,080		 1,080 1,709
Other expenses -
-
-
-
Total direct costs -
40,674		 40,674 40,892
Indirect costs
(Overheads)
Salaries 25% of staff time -
10,881		 10,881 8,964
Freelance fees -
-
-
693
Governance (see note 8) 288 -
288		 593
Office costs(see note 8) 1,628 4,056 5,685 7,654
Total overheads (indirect
costs)		 1,916 14,937 16,854 17,903
Total charitable activity
costs		 1,916 55,612 57,528 58,795

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

8. Analysis of governance and support costs

The charity initially identifies the costs of its support functions. It then identifies those costs which relate to the governance function. Having identified its governance costs, the remaining support costs together with the governance costs are apportioned between six key charitable activities undertaken in the year.

Refer to the table below for the basis of apportionment and the analysis of support and governance costs.

Support costs Support costs Support costs Basis of
apportionment
unrestricted restricted Total 2020-21
£ £ £
Governance
Salaries,NI & Pension -
2,394		 2,394 Staff time
Freelance fees -
-
-
Freelance time
Independent Examination 150 -
150		 Governance
Trustee expenses -
-
-
Governance
Info Commissioners Office(ICO) 40 -
40		 Governance
Trustee meetings refreshments -
-
-
Governance
Trustee training -
-
-
Governance
Membership (Voscur,NPC) 65 -
65		 Governance
PR(cards) 33 -
33		 Governance
Total Governance 288 2,394 2,682
Office costs
Salaries,NI & Pension -
8,487		 8,487 staff time
Freelance fees -
-
-
Freelance time
Staff CPD 159 -
159		 Office costs
Insurance 427 -
427		 Office costs
Rent 159 3,925 4,084 Office costs
Telephone 293 131 424 Office costs
Bank charges 74 -
74		 Office costs
Printing -
-
-
Office costs
Postage 5 -
5		 Office costs
Stationary -
-
-
Office costs
Depreciation -
-
-
Office costs
Hardware -
-
-
Office costs
IT Maintenance 291 -
291		 Office costs
Website hosing 120 -
120		 Office costs
IT Software 101 -
101		 Office costs
Total Office costs 1,628 12,544 14,172
Total Support costs 1,916
14,937
16,854

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

9. Analysis of staff costs and trustee remuneration and expenses

Salaries
Social Security costs
NEST Pension contributions
Total staff costs		 Unrestricted
funds
2019-20
£		 Restricted
funds
2019-20
£		 Total funds
2019-20
£		 Total funds
2019-20
£
- 42,621 42,621 37,740
- - - -
- 904 904 888
- 43,525 43,525 38,628

No employees had employee benefits in excess of £60,000 (2020 none). Pension costs are allocated to activities in proportion to related restricted staffing costs incurred.

None of the Trustees have been paid any remuneration or received any other benefits from an employment with the charity.

No Trustees received expenses during the year (2019-20 £311). In the previous year Trustee expenses were for travel and parking costs for the furtherance of the CIO's charitable objects. However due to Covid-19 this year no travel or parking expenses have been incurred.

10. Staff numbers

The average head count (number of staff employed) over the course of the year was 1.5 staff (2020 1.5). This equates to an average of 0.9 full-time member of staff (2020 0.9).

11. Government Grants

Income from government grants are performance related grants made by the Bristol local authority to fund addressing inequality, and engaging and informing older people in Bristol. The total of such grants in 2020-21 was £6,200 (2019-20 nil).

12. Tangible fixed assets

Tangible fixed assets
IT equipment Total
Cost: £ £
As at 1 April 2020 1,334 1,334
Additions -
-
As at 31 March 2021 1,334 1,334
Depreciation
As at 1 April 2020 1,334 1,334
Charge for theyear - -
As at 31 March 2021 1,334 1,334
Net book value - -
As at 1 Apr 2020 - -
As at 31 March 2021 - -
Balance at 31 March 2020 - -

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts

Charity number: 1162616

13. Debtors

2021
£		 2020
£
Trade debtors - 107
Prepayments - -
- 107

14. Creditors: amount falling due within one year

2021
£		 2020
£
5
100
100
Sundrycreditors -
Accruals 150
150

15. Analysis of charitable funds

Analysis of movements in unrestricted funds

Balance
1 Apr 2020		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 March 2021
£ £ £ £ £
General fund 5,160
3,084		 1916 -
6328
Designated fund 18,000
-
-
-
18,000
Total 23,160 3,084 1916 -
24,328

General fund: The ‘free reserve’ after allowing for all designated funds.

Designated fund: Calculated as six months running costs, in accordance with the charity's Reserves Policy.

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Charity number: 1162616

16. Analysis of movements in restricted funds

Balance
1 Apr
2020
Incoming
resources		 Resources
expended		 Transfers Funds at
31 March
2021
£
£		 £ £ £
Voice & Influence Partnership 2,500 24,500 23,667 -
3,333
Bristol Join-up Project 1,884 7,702 9,586 -
-
Quartet(MeetupMornings) -
5,000		 720 -
4,280
Bristol City Council (Newsletter) -
1,200		 1,200 -
-
Age UK Bristol(Newsletter) -
5,100		 300 -
4,800
South Gloucestershire CCG
(Newsletter)		 -
600		 600 -
-
BAB Challenging Ageism Workshops 5,000 4,400 8,481 -
919
BCC Adult & Social Care(ASCCT) -
3,000		 2,226 -
774
BCC Neighbourhoods & Communities
(Parks Project)		 -
2,000		 -
-
2,000
Tudor Trust (Age Activism Peer
LearningGroup)		 -
500		 500 -
-
Blue Marble Research (Wessex Water
Consultation)		 -
400		 400 -
-
Voi Technology UK Ltd (eScooters
Consultation)		 -
70		 70 -
-
Age UK Bristol (Celebrating Age
Festival)		 -
500		 500 -
-
BAB Age FriendlyTransport 5,295 - 5,295 -
-
BAB Age FriendlyHousing 1,668
200		 1,868 -
-
Care & Repair (Housing Project) -
200		 200 -
-
Total 16,347
55,372		 55,612 - 16,107

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Audit trail

TITLE BOPF Trustees Annual Report and Accounts 2020-21 FILE NAME BOPF TAR & Accoun...1 final draft.pdf DOCUMENT ID 200e731c621845b2c197537b35d3de98818b9da0 AUDIT TRAIL DATE FORMAT DD / MM / YYYY STATUS Completed

07 / 07 / 2021 Sent for signature to Ian Bickerton (ianbickerton@sky.com), 06:28:01 UTC Christina Stokes (ftdawn@globalnet.co.uk) and Rupert Taylor (rupert.taylor@rocketmail.com) from bopfadmin@ageukbristol.org.uk IP: 86.7.192.214 07 / 07 / 2021 Viewed by Rupert Taylor (rupert.taylor@rocketmail.com) 07:59:40 UTC IP: 82.45.16.40 07 / 07 / 2021 Viewed by Ian Bickerton (ianbickerton@sky.com) 08:15:41 UTC IP: 94.2.201.212 07 / 07 / 2021 Signed by Ian Bickerton (ianbickerton@sky.com) 08:17:16 UTC IP: 94.2.201.212 08 / 07 / 2021 Viewed by Christina Stokes (ftdawn@globalnet.co.uk) 19:42:49 UTC IP: 86.173.215.136

Audit trail

TITLE BOPF Trustees Annual Report and Accounts 2020-21 FILE NAME BOPF TAR & Accoun...1 final draft.pdf DOCUMENT ID 200e731c621845b2c197537b35d3de98818b9da0 AUDIT TRAIL DATE FORMAT DD / MM / YYYY STATUS Completed

11 / 07 / 2021 Signed by Christina Stokes (ftdawn@globalnet.co.uk) 10:43:38 UTC IP: 86.173.215.136 14 / 07 / 2021 Signed by Rupert Taylor (rupert.taylor@rocketmail.com) 07:51:09 UTC IP: 78.144.134.229 14 / 07 / 2021 The document has been completed. 07:51:09 UTC