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2022-03-31-accounts

Bristol Older People’s Forum CIO

Charitable Incorporated Organisation Charity number: 1162616

Annual Report & Accounts

1 April 2021 to 31 March 2022

Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

Annual Report & Accounts

1 April 2021 to 31 March 2022

CONTENTS Page
Trustees’ Annual Report
Reference and Administrative details 3
Report of the Trustees for the period 1 April 2021 to 31 March 2022 4
Objectives and activities 4
Achievements and performance 6
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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Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

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:

Christina Mary Stokes, Chair Trish Mensah, Deputy Chair Judith Irene Brown, BOPF Ambassador Ian McDowell Bickerton David Elson Sarwat Manzur (appointed 2 July 2021) Taramati Mistry Gloria Morris Lyn Mitchell Porter

Trustee resigned since 31 March 2021

Pat Gregory (appointed 23 January 2020, resigned 1 June 2021) Tony Wilson (appointed 30 June 2015, resigned 23 September 2021) Jenny Smith (appointed 12 November 2016, resigned 17 March 2022)

Bankers

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

Independent Examiner

Rupert Taylor

Staff

Yolanda Pot, BOPF Finance & Administration Manager Ian Patrick Quaife, BOPF Development & Engagement Manager

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

Report of the Trustees for the period 1 April 2021 to 31 March 2022

The Trustees present its Annual Report and Independent Examiner’s Report for the period 1 April 2021 to 31 March 2022.

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 2019) ­ (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:

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:

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

Achievements and performance

CONTENTS

1. BOPF PROJECTS

2. BOPF Membership

1. BOPF PROJECTS

2022 has been a challenging and exciting year for us. We were successful in obtaining the Bristol Impact Fund 2, four­year core funding from the Bristol City Council, which means we are able to continue all our main services and develop new ones as well. We have also been working on projects from other sources of funding.

We have a small staff team of two, strongly supported by our Board of Trustees and deliver a wide range of services on behalf of the BOPF members.

All our work is based on the principle that older people should be at the centre of decision and policy making. This for us is the best way of challenging ageism, age discrimination, negative ageist stereotyping and promoting civic responsibility.

‘We speak as older people not for older people.’

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

1.1. Voice & Influence Partnership (VIP)

Our work with the Voice and Influence Partnership (VIP) was for the period May 2018 to September 2021. The Partnership was funded by the Bristol City Council and was 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 was 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.

In September 2021 we completed our three and a half­year contract with Bristol City Council, to carry out formal consultation and ensure that the voice of older people was heard.

1.2. BCC Bristol Impact Fund 2

1.2.1. BOPF Open Forum Meetings

Our Bi­Monthly Open Forum meetings, post­Covid have so far been via Zoom and we continue to attract healthy numbers. We have again this year attracted speakers who can both inspire and inform, with a focus on issues raised by our BOPF members.

SPEAKERS at our Open Forum Meetings and AGM

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

1.2.2. BOPF Challenging Ageism Workshops

Our monthly Challenging Ageism Workshops continue to be well attended. The focus is on people’s lived and professional experiences of age discrimination. We explore how we can work collectively and individually to challenge ageist assumptions of older people based on negative stereotypes.

1.2.3. BOPF Meetup Mornings

The monthly Meetup Mornings Discussion Group has been running throughout the year, with invited guests leading discussions on a diverse range of subjects, from local wildlife, phone and internet scamming and the challenges of Osteoporosis.

1.2.4. BOPF Digital Inclusion Project workshops

Working with a number of partners including NHS Health Watch, the BOPF Digital Inclusion Project workshops are now under way, with sessions taking place across the city. This initiative is aimed at older people who are looking for one­to­one support to improve their skills on their own phones, tablets or laptops.

1.2.5. BOPF & BCC Newsletter

Our BOPF Newsletter, in partnership with Bristol City Council, has continued with a focus on the Covid pandemic and the recovery. Moving forward, as part of a City­wide approach, we will be featuring news and information to help offset some of the worst effects of the cost­of­living crisis.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22 Charity number: 1162616

The newsletter comes out three times a year and is available as a hard­copy posted out or as an on­line version.

1.2.6. Platform60 Project

Platform 60 is a new project we are working on. This is based around the development of a website providing information on issues affecting older people and local and national campaigns, as well as a focus on culture and identity. We are working towards Platform 60 becoming a fully independent organisation, with a national focus.

1.2.7. The BOPF Advisory Group

The BOPF Advisory Group is part of a formal arrangement with Bristol City Council, which enables us to advise, consult and offer expertise around key issues, such as housing, transport and social care. We now have members of our BOPF board in key positions on the Homes & Communities Board and the Transport Board, which forms part of the One­City Plan vision for Bristol.

1.2.8. BOPF Consultations

We continue to deliver a range of commissioned consultation and advice work to other organisations. These include Ad Infinitum ­ Creative Chats (workshops), Nuffield Council on Bioethics (Workshop), BCC Extra Care Housing Consultation (workshop),

We also continue to advise a number of other local projects, including the Women in Property South West, BCC Bristol Harbour Festival Consultation and Turning Silver to Gold . 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. BOPF Membership

BOPF Membership remains at just under 3000 but we are striving to attract more older people to join. This will be a main focus over the coming year.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

Financial Review

At the end of this financial year there was a total of £24,845 in unrestricted funds compared to £24,328 in the previous year, so we had a surplus of £517 in total unrestricted funds. Of the £24,844 unrestricted funds, £18,000 are designated funds and £6,845 are general funds. The total restricted funds carried forward stood at £3,105.

Going concern

We were successful this year in attracting £35,253 in grants, £1,540 in donations and legacies and £4009 in other trading activities.

We were successful with our Bristol Impact Fund 2 (BIF) bid to the Bristol City Council for £195,940 for the period October 2021 to September 2025, broken down as follows:

October 2021 ­ September 2022: £47,231; October 2022 ­ September 2023: £48,971

October 2023 ­ September 2024: £49,867; October 2024 ­ September 2025: £49,871

For this period, we received £23,616 of our BCC Bristol Impact Fund grant .

Our 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, was extended until 30 September 2021 with an additional £8192 .

We received an additional £2445 from the Care Forum for the Bristol Join­up Project for the Life Under Lockdown work until December 2021.

We received a £1000 grant from Tudor Trust for the Platform60 project.

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

We received a £2000 grant from BCC Neighbourhoods & Communities Service in December 2020 for the Future Parks Project carried out during April to November 2021.

We brought forward £4800 received from Age UK Bristol to produce 4x BOPF & BCC Covid-19 Newsletters to during the 2021­22 period.

We brought forward £4280 of the £5000 grant received from Quartet to deliver 14x Meetup Mornings until December 2021.

We brought forward £774 of the £3000 grant received from the BCC Adult and Social Care Commissioning Team for work on the Informal Carers Research Project.

We received £845 from Nuffield Council on Bioethics for BOPF Consultancy and a membership engagement workshop during July­August 2021.

We received £500 from Ad Infinitum for a Creating Arts Project which took place during March to May 2021.

We received £1037 from BCC Adult Social Care for the BCC Extra Care Housing Consultation Zoom Workshop 15 July 2021.

We received £500 from Curam Care for an advert in the BOPF & BCC Covid-19 Newsletter .

We received £770 for Miscellaneous workshops

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

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

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.

Structure, Governance and Management

Governing document

BOPF is a Charitable Incorporated Organisation (CIO) 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 2716 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 day­to­day operations of the charity to the BOPF Finance and Administration Manager and the 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 Trustee Board meetings and at the Informal Trustee Get Togethers. The Board, the formal decision­making 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 and the agendas for future Open Forum meetings. Reports to the Board were also made by the BOPF Development and Engagement Manager.

The Informal Trustee Get Togethers were introduced to enable Trustees to have a more informal and relaxed wide­ranging discussion. There are no agendas or minutes for these Get Togethers, and they have no decision­making 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, due to the Covid pandemic.

As at the end of March 2022, there were 9 Trustees on the Board, including the Chair, Vice­Chair, and BOPF Ambassador. Induction sessions were provided to new Trustees. During summer 2021, Trustees updated The Staff and Trustee Induction Policies and the BOPF Financial Management and Controls Policy; these were agreed at the July 2021 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 2021­22

Charity number: 1162616

Our BOPF Ambassador sits on the following boards: The NHS Ageing Well Board, Bristol City Council One City Home and Communities Board, Bristol City Council People Scrutiny, Bristol City Council One City Board, BCC One City Living Rent Commission.

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 21 July 2022 and signed on their behalf by:

Christina Stokes BOPF Chair

Trish Mensah BOPF Deputy Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

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

I report to the charity trustees on my examination of the accounts of the above charity for the year ended 31[st] March 2022 which are set out on pages 13 to 22.

Responsibilities and basis of report

As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection 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.

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

24 August 2022

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

STATEMENT OF FINANCIAL ACTIVITIES (SOFA)

1 April 2021 to 31 March 2022

Note
Income
Donations and legacies
3
Grants
Charitable activities
4
Other trading activities
5
Investments
6
Total Income
Expenditure on:
Charitable activities
7
BOPF Management
BCC Bristol Impact Fund 2
Voice & Influence Partnership
BOPF Age Friendly Transport
Project (BAB)
BOPF Age Friendly Housing
Project (BAB)
BOPF & BCC Covid Newsletter
BOPF Challenging Ageism
Workshops
BOPF Meetup Mornings
Bristol Join­up Project
BOPF Health Care Research
Tudor Trust ­ Platform60
BOPF Consultation
Celebrating Age Festival
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
2021­22
£
1,540
­
­
4009
9
5,558
1,540
­
­
­
­
292
­
­
­
­
­
3,209
­
5,041
5,041
517
­
517
­
24,328
24,845		 Restricted
funds
2021­22
£
­
35,253
35,253
­
­
35,253
­
22,911
11,526
­
­
2,400
920
4,280
2,445
774
1,000
2,000
­
48,255
48,255
­ 13,002
­
­ 13,002
­
16,107
3,105		 Total
funds
2021­22
£
1,540
35,253
35,253
4009
9
40,811
1,540
22,911
11,526
­
­
2,692
920
4,280
2,445
774
1,000
5,209
­
53,296
53,296
­ 12,485
­
­ 12,485
­
40,435
27,950		 Total
funds
2020­21
£
588
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 2021­22 Charity number: 1162616

BALANCE SHEET

31 March 2022

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 2022
£
­
­
­
7,799
19,949
301
51
28,100
150
­
150
27,950
27,950
27,950
3,105
6,845
18,000
24,845
27,950		 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

Approved by the Trustees on 21 July 2022 and signed on their behalf by:

Christina Stokes BOPF Chair

Trish Mensah BOPF Deputy Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2022

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 2019) ­ (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 2021­22

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 £500 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 part­time 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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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

3. Income from donations

Income from donations
Gifts and donations 2022
£		 2021
£
Website donations ­ 95
Newsletter donations 25 220
Other Donations 515 273
Legacies 1000 ­
Total Gifts & donations 1,540 588

4. Income from charitable activities

Grants 2022
£		 2021
£
BCC Bristol Impact Fund 2 23,616 ­
Voice & Influence Partnership 8,192 24,500
Bristol Join­up Project (Covid­19 Research) 2,445 7,702
Quartet (Meetup Mornings) ­ 5,000
Age UK Bristol (Newsletter) ­ 5,100
BAB Challenging Ageism Workshops ­ 4,400
BCC Adult & Social Care (ASCCT) (Research) ­ 3,000
BCC Neighbourhoods & Communities (Parks Project) ­ 2,000
Bristol City Council (Newsletter) ­ 1,200
Tudor Trust (Consultation) 1,000 500
Wessex Water (Consultation) ­ 400
Celebrating Age Festival (Open Mic Night Event) ­ 500
BAB Age Friendly Housing Project ­ 400
Total income from charitable activities 35,253 54,702

5. Income from other trading activities

2021
£		 2021
£
Newsletter adverts 650 3050
BOPF Consultancy 3,359 70
Total income earned from other trading activities 4,009 3120

6. Investment income

Investment income of £9 is interest received from the Triodos deposit account.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

7. Analysis on expenditure on charitable activities 1 April 2021 ­ 31 March 2022

Unrestricted
funds		 Restricted
funds		 Total
2021 ­22		 Total
2020­21
Basis of
apportionment		 Total
Unrestricted
£		 Total
Restricted		 Total
2020 ­21		 Total
2020­21
Direct costs
Salaries, NI & pension 75% staff time 2,296 31,689 33,986 32,644
Freelance fees ­ 774 774 824
Consultation fees ­ ­ ­ ­
Staff expenses ­ 16 16 ­
Grants ­ ­ ­ 3,025
Newsletter Printing ­ ­ ­ 735
Newsletter Mailing ­ ­ ­ 273
Newsletter Postage ­ ­ ­ 1,110
Trustee expenses 11 ­ 11 ­
Project expenses ­ ­ ­ 984
Communications costs ­ 408 408 1,080
Total direct costs 2,307 31,887 35,194 40,674
Indirect costs (Overheads)
Salaries 25% staff time 765 10,563 11,329 10,881
Other staff costs (CPD,
training)		 542 ­ 542 ­
Governance (see note 8) 296 40 336 288
Office costs (see note 8) 1,130 4,765 5,896 5,685
Total overheads (indirect
costs)		 2,733 15,368 18,102 16,854
Total charitable activity
costs		 5,040 48,255 53,296 57,528

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

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.

governance costs.
Support costs Basis of
apportionment
Unrestricted Restricted Total
2021­22		 Total
2020­21
£ £ £ £
Governance
Salaries,NI & Pension 168
2,324		 2,492 2,394 Staff time
Independent Examination 150
­
150		 150 Governance
Trustee expenses 27 ­
27		 ­ Governance
Info Commissioners Office(ICO) ­
40		 40 40 Governance
Membership (Voscur,NPC) ­
­
­
65		 Governance
PR(cards) 119 ­
119		 33 Governance
Total Governance 464 2,364 2,828 2,682
Office costs
Salaries,NI & Pension 597
8,239		 8,836 8,487 staff time
Staff CPD 167 ­
167		 159 Office costs
Staff Trainingand Mentoring 375 ­ 375 ­
Insurance 431 ­
431		 427 Office costs
Rent 333
3,751		 4,084 4,084 Office costs
Telephone 102
463		 566 424 Office costs
Bank charges 76 ­ 76 74 Office costs
Printing ­
8		 8 ­ Office costs
Postage ­
­
­
5		 Office costs
Stationary 137 ­
137		 ­ Office costs
Hardware ­
23		 23 ­
IT Maintenance ­
­		 291 291 Office costs
Website hosing ­
­
­
120		 Office costs
IT Software 50 230 280 101 Office costs
Total Office costs 2,269 13,005 15,274 14,172
Total Support costs 2,733 15,368 18,102 16,854

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Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

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
2021­22
£		 Restricted
funds
2021­22
£		 Total funds
2021­22
£		 Total funds
2020­21
£
3,018 41,340 44,358 42,621
­ ­ ­ ­
44 913 956 904
3,062 42,253 45,314 43,525

No employees had employee benefits in excess of £60,000 (2022 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.

One Trustee received £11 for travel expenses for the furtherance of the CIO's charitable objects during the year (2020­21 £0). In the previous year no Trustee received expenses due to the Covid­19 lockdown.

10. Staff numbers

The average head count (number of staff employed) over the course of the year was 2 staff (2021 1.5). This equates to an average of 1.5 full­time member of staff (2021 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 2021­22 was £32,845 (BIF: £23,616, VIP: £8,192 and BCC Extra Care Housing Consultation: £1037). In 2020­21 the total was £6,200.

12. Tangible fixed assets

Tangible fixed assets
IT equipment Total
Cost: £ £
As at 1 April 2021 1,334 1,334
Additions ­
­
As at 31 March 2022 1,334 1,334
Depreciation
As at 1 April 2021 1,334 1,334
Charge for theyear ­ ­
As at 31 March 2022 1,334 1,334
Net book value ­ ­
As at 1 Apr 2021 ­ ­
As at 31 March 2022 ­ ­
Balance at 31 March 2021 - -

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Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

13. Debtors

. Debtors
Trade debtors
Prepayments		 2022
£		 2021
£
­ ­
­ ­
­ ­

14. Creditors: amount falling due within one year

Sundrycreditors
Accruals
Total		 2022
£		 2021
£
­ 5
150 150
150 150

15. Analysis of charitable funds

Analysis of movements in unrestricted funds

Balance
1 Apr 2021		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2022
£ £ £ £ £
General fund 6,328 5,558 5,041 ­
6,845
Designated fund 18,000 ­
­
­
18,000
Total 24,328 5,558 5,041 ­ 24,845
Balance
1 Apr 2020		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2021
£ £ £ £ £
General fund 5,160 3,084 1,916 ­
6,328
Designated fund 18,000 ­
­
­
18,000
Total 23,160 3,084 1,916 ­
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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Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2021­22

Charity number: 1162616

16. Analysis of movements in restricted funds

Balance
1 Apr 2021		 Incoming
resources		 Resources
expended		 Transfers
Funds at
31 Mar
2022
£ £ £ £
£
BCC Bristol Impact Fund 2 ­ 23,616 22,911 ­ 705
Voice & Influence Partnership 3,333 8,192 11,526 ­ ­
Bristol Join­upProject ­ 2,445 2,445 ­
­
Quartet(MeetupMornings) 4,280 ­ 4,280 ­
­
Age UK Bristol(Newsletter)
4,800
­		 2,400 ­
2,400
BAB Challenging Ageism Workshops 920 ­ 920 ­
­
BCC Adult & Social Care(ASCCT) 774 ­ 774 ­
­
BCC Neighbourhoods &
Communities (Parks Project)		 2,000 ­ 2,000 ­
­
Tudor Trust (Age Activism Peer
LearningGroup)		 ­ 1,000 1,000 ­
­
Total 16,107 35,253 48,255 ­ 3,105
Balance
1 Apr 2020		 Incoming
resources		 Resources
expended
Transfers		 Funds at
31 Mar 2021
£ £ £
£		 £
Voice & Influence Partnership 2,500 24,500 23,667
­
3,333
Bristol Join­up Project 1,884 7,702 9,586
­
­
Quartet (Meetup Mornings) ­
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
­
­
BAB Age Friendly Transport 5,295 ­ 5,295
­
­
BAB Age FriendlyHousing 1,668 200 1,868
­
­
Other restricted funds ­ 1,170 1,170
Total 16,347 55,372 55,612
­		 16,107

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Doc ID: 2f12130ac93de4fffc4de40b51017e43bce6f2fe

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TITLE BOPF Trustees Annual Report and Accounts 2021 - 2022 FILE NAME BOPF_TAR&Accounts...INAL_TM210722.pdf DOCUMENT ID 2f12130ac93de4fffc4de40b51017e43bce6f2fe AUDIT TRAIL DATE FORMAT DD / MM / YYYY STATUS Signed

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TITLE BOPF Trustees Annual Report and Accounts 2021 - 2022 FILE NAME BOPF_TAR&Accounts...INAL_TM210722.pdf DOCUMENT ID 2f12130ac93de4fffc4de40b51017e43bce6f2fe AUDIT TRAIL DATE FORMAT DD / MM / YYYY STATUS Signed

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