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2023-03-31-accounts

Bristol Older People’s Forum CIO

Charitable Incorporated Organisation Charity number: 1162616

Annual Report & Accounts

1 April 2022 to 31 March 2023

Doc ID: 205334a36b46b0db613d4b8f7ef4c084b08b2417

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

Annual Report & Accounts

1 April 2022 to 31 March 2023

CONTENTS

CONTENTS Page Trustees’ Annual Report Reference and Administrative details Report of the Trustees for the period 1 April 2022 to 31 March 2023 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 2022-23

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, Ground Floor, 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 David Elson Pat Foster (appointed 22 September 2022) Joanne Goldsworthy Hesketh (appointed 20 October 2022) Taramati Mistry Gloria Morris Lyn Mitchell Porter Ismail Yilmaz (appointed 27 April 2023)

Trustees resigned since 31 March 2022

Ian McDowell Bickerton (resigned 22 September 2022) Sarwat Manzur (resigned 22 September 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 Susanna Mackenzie, BOPF Project Worker

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

Report of the Trustees for the period 1 April 2022 to 31 March 2023

The Trustees present its Annual Report and Independent Examiner’s Report for the period 1 April 2022 to 31 March 2023.

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.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

Achievements and performance

CONTENTS

1. BOPF PROJECTS

1. BOPF PROJECTS

Introduction

2023 has been another exciting year, with new challenges emerging, particularly around the cost-of-living crisis, bus cuts, closures to accessible public toilets, and more recently, the lack of NHS dentists available in local areas.

We are now in our second year of a four-year funding cycle from Bristol City Council (The Bristol Impact Fund 2 – BIF2) and we continue with our core services, topped up with projects, funded through other sources.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

1.1. BCC Bristol Impact Fund 2

1.1.1. BOPF Open Forum Meetings

Post-Covid our Open Forum meetings (bi-monthly) are now back to in-person, with the hybrid option of also joining on-line. We have moved from the Broadmead Baptist Church to the Triodos Foundation venue, near Bristol city centre. Attendance numbers are increasing and almost back to pre-Covid levels. The forum is a chance for members to have a say on issues, as well as opportunity for detailed discussion.

SPEAKERS at our Open Forum Meetings and AGM

Lorna Henry, Funding Officer for Bristol South West Funding Team

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

Manager

1.1.2. BOPF Challenging Ageism Workshops

The workshops are a key part of our drive to build an age-friendly city. The sessions continue to be well attended with a mix of older people and professionals (who work with older people). The focus remains on exploring ageism, ageist stereotypes and age discrimination.

1.1.3. BOPF Meetup Mornings/Vinyl record Club

The monthly meetings alternate between discussion on a particular issue and our new Vinyl Record Club, which has attracted more older men – a group less likely to participate in activities and services. The record club is a chance to talk about your favourite record and the story behind it - a real ‘feel-good’ project.

1.1.4. BOPF Digital Inclusion Project workshops

We are looking to reconfigure this service, as our Health Watch and Brunel Care partners were recently made redundant. On-line exclusion continues to be an issue for many older people, so we will be looking to work with new partners and offering more computer workshops.

1.1.5. BOPF & BCC Newsletter

Working in partnership with Bristol City Council, we have recently agreed a further two issues of the newsletter. The focus will be on the cost-of-living information and support. It will continue to be available as either a hard-copy posted out to members and on-line.

1.1.6. The BOPF Advisory Group

The BOPF Advisory Group has developed in a number of ways. As well as trustees representing BOPF on the Transport and Homes & Communities Board of the One-City Plan (strategy for the city until 2050) we continue to advise on a number of areas of consultation. These have included the One City Plan update, the Rent Commission report on rent caps, Home Choice (mechanism for allocation council/housing association properties), Health Care/Social & Adult Care, and the Temple Quarter regeneration scheme. We are also leading new work on accessible toilet facilities, dentist closures, the bus cuts and age-friendly housing - with policy papers on each.

1.1.7. Other Representation

Our staff team and trustees sit on a number of representative and advisory bodies to highlight issues affecting older people (often forgotten by decision makers) and pushing for policy changes.

Our development manager chairs the monthly Council’s Adult & Social Care Equalities Group, a mechanism for the voluntary sector to act as a ‘critical friend’ to the local authority.

1.1.8. BOPF Membership

Post-Covid, our staff team and trustees have been out and about at meetings and visiting groups, encouraging new membership. It is important that we increase our numbers (currently around 2,700) and that we reflect the diversity of our city in terms of age range, sexuality, gender. disability, ethnic background and class.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

1.2. BCC Community Resilience Fund

Local authority funding to support four voluntary sector organisations (working with older people) in applying for substantial capital grant funding. We advised the Bangladesh Association and the Somali Elders Group in developing detailed bids. We also supported Brunel Care and Age UK Bristol on their funding applications.

1.3. Cost of Living Project

The Cost-of-Living project is funded by the Bristol City Council via Quartet for the period October 2022 to February 2024. In February 2023 we recruited a BOPF Project Worker Suzi Mackenzie, who is working part-time on a number of cost-of-living projects. This has a focus on supporting older people from signposting information to highlighting the concerns and issues around the steep rise in food, energy and mortgage/rent costs. We recently completed a BOPF cost-of-living survey (available on our website or in hard copy) and have developed a panel of BOPF members to address some of the cost-of-living issues, raised by members.

1.4. Platform60 Project

Working with Newcastle elders, Devon WASPI Women (campaigning for state pension justice) and others, we are in the process of developing a new website, which has a focus on older people, activism and raising issues that affect people in later life.

1.5. BOPF Consultations

We worked on the Connecting through Culture project in partnership with the University of Bristol and the Watershed. This focussed on language and the words used to reflect the lives, identity, sexuality and struggles of LGBTQ+ Elders.

Bristol Harbour Festival 2022 was an arts-based project to develop a more diverse involvement and attendance at the harbourside festival. Funding available to develop a further art-based project with older people. BOPF recruited a group of older people to participate in the project and advised on workshop development and delivery.

Healthwatch Dignity in Hospital Project (consultation) - Working with Healthwatch Bristol, BOPF recruited an on-line discussion group of older people to participate in research looking at inpatient care in Bristol hospitals.

NHS SBS, Sharon Woma, Imagine If…Project (consultation/workshop) - We arranged and recruited a group of older BOPF members to participate in a workshop exploring their own personal health care vision. This to feed into the NHS Integrated Care Board’s plans for health and well-being over the next two decades.

Royal Osteoporosis Society (consultation) – we organised a number of one-to-one interviews with BOPF members to discuss osteoporosis in later life.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

Financial Review

At the end of this financial year there was a total of £28,570 in unrestricted funds compared to £24,845 in the previous year, so we had a surplus of £3,726 in total unrestricted funds. Of the £28,570 unrestricted funds, £18,000 are designated funds and £10,570 are general funds. The total restricted funds carried forward stood at £29,107.

Going concern

We were successful this year in attracting £92,330 in grants, £203 in donations and £1,820 in charitable trading income.

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 £48,202 of our BCC Bristol Impact Fund grant .

Reserves policy

The Trustees have set a policy of maintaining unrestricted reserves equivalent to three months’ expenditure. At present there is a designated reserve for an exit strategy of £18,000, which is approximately three 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. It was registered as a CIO on 10[th] July 2015. Anyone over the age of 55 can become a member and on the 31st March 2023, there were 2720 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 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.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

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 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 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 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.

As at the end of March 2023, there were 10 Trustees on the Board, including the Chair, Vice-Chair, and BOPF Ambassador. Induction sessions were provided to new Trustees. 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.

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.

Trustee Recruitment Policy

Bristol Older People’s Forum (BOPF) recognises that an effective board of trustees is essential if the charity is to be effective in achieving its objects. The board must seek to be representative of the people whom the charity serves and must have available to it all of the knowledge and skills required to run the charity. Individual trustees must have sufficient knowledge, both of trusteeship in general and of the Charity's activities, to enable them to carry out their role and to represent the Charity at meetings and other events.

When a need has been identified to recruit trustees, a sub-committee will manage the process. This will include the Chair and at least one other trustee together with any other people deemed appropriate by the trustees.

The sub-committee will have responsibility for ensuring that the remainder of the recruitment and induction process are carried out. Responsibility for recruiting trustees will not be delegated to employees although employees may be given specific administrative tasks by the sub-committee.

Before any recruitment process starts the Board of Trustees will undertake an audit of existing members to identify what additional skills and experience are required.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

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 20 July 2023 and signed on their behalf by:

----- Start of picture text -----
01 / 08 / 2023 05 / 08 / 2023
----- End of picture text -----

Christina Stokes BOPF Chair

Trish Mensah BOPF Deputy Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

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 2023 which are set out on pages 13 to 23.

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.

----- Start of picture text -----
07 / 08 / 2023
----- End of picture text -----

Rupert Taylor 21[st] July 2023 Easton Business Centre, Felix Road, Bristol, BS5 0HE

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

STATEMENT OF FINANCIAL ACTIVITIES (SOFA)

1 April 2022 to 31 March 2023

Note
Income:
Donations and legacies
3
Charitable activities:
Grants
4
Charitable trading income
5
Total charitable activities
Investments
6
Total Income
Expenditure:
Charitable activities
7
Total Expenditure
Net income/expenditure
Transfers between funds
Net movement in funds
Total funds brought forward
Total funds carried forward		 Unrestricted
funds
2022-23
£
203
500
1,820
2,320
65
2,588
1,262
1,262
1,326
2,400
3,726
24,845
28,570		 Restricted
funds
2022-23
£
-
92,330
-
92,330
-
92,330
63,927
63,927
28,403
(2,400)
26,003
3,105
29,108		 Total
funds
2022-23
£
203
92,830
1,820
94,650
65
94,917
65,189
65,189
29,728
-
29,728
27,950
57,678		 Total
funds
2021-22
£
1,540
35,253
4,009
35,253
9
40,811
53,296
53,296
(12,485)
-
(12,485)
40,435
27,950

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

BALANCE SHEET

31 March 2023

Balance Sheet
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 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 2023
£
1,917
1,917
-
35,748
20,013
44
105
55,911
150
-
150
55,761
57,678
29,108
10,570
18,000
28,570
57,678
Total funds
31 Mar 2022
£
-
-
-
7,799
19,949
301
51
28,100
150
-
150
27,950
27,950
3,105
6,845
18,000
24,845
27,950

Approved by the Trustees on 20 July 2023 and signed on their behalf by:

01 / 08 / 2023 05 / 08 / 2023

Christina Stokes BOPF Chair

Trish Mensah BOPF Deputy Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2023

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 2022-23

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 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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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

3. Income from donations

Income from donations
Gifts and donations 2023 2022
£
Website donations 45 -
Newsletter donations 30 25
Open Forum donations 78 -
Other Donations 50 515
Legacies - 1000
Total Gifts & donations 203 1,540

4. Income from charitable activities: grants

Grants 2023 2022
£
BCC Bristol Impact Fund 2 48,202 23,616
Voice & Influence Partnership -
8,192
Bristol Join-upProject -
2,445
Bristol Harbour Festival 2,500 -
Tudor Trust 4,000 1,000
BCC CommunityResilience Fund 3,200 -
AwardsForAll,Platform60 10,000 -
Quartet,BCC Cost of Living 24,928 -
Total 92,830 35,253

5. Income from charitable activities: trading income

Income from other trading activities 2023 2022
£
Newsletter adverts - 650
BOPF Consultancy 1,820 3,359
Total 1,820 4,009

6. Investment income

Investment income of £65 is interest received from the Triodos deposit account.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

7. Analysis on expenditure on charitable activities 1 April 2022 - 31 March 2023

Total
Unrestricted		 Total
Restricted		 Total
2022 -23		 Total
2021-22
Basis of
apportionment
Direct costs
Salaries, NI & pension 75% of staff
time		 817 41,884 42,701 33,986
Freelance fees -
-
-		 774
Staff expenses - 65 65 16
Venue costs -
200		 200 -
Trustee expenses -
-
-		 11
Communications costs -
807		 807 408
Total direct costs
(includes salaries)		 817 42,955 43,772 35,194
Indirect costs
(Overheads)
Salaries 25% of staff
time		 272 13,961 14,234 11,329
Other staff costs (CPD,
training,recruitment)		 -
325		 325 542
Governance(see note 8) -
277		 277 336
Office costs(see note 8) 173 6,408 6,581 5,896
Total overheads (indirect
costs)		 445 20,971 21,416 18,102
Total charitable activity
costs		 1,262 63,927 65,189 53,296

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

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 Basis of
apportionment
Unrestricted Restricted Total
2022-23		 Total
2021-22
£ £ £ £
Governance
Salaries,NI & Pension 60
3,071		 3,131 2,492 Staff time
Independent Examination -
150		 150 150 Governance
Trustee expenses -
62		 62 27 Governance
Info Commissioners Office(ICO) -
40		 40 40 Governance
Membership (Voscur,NPC) -
25		 25 -
Governance
PR(cards) -
-
-
119		 Governance
Total Governance 60
3,349		 3,409 2,828
Office costs
Salaries,NI & Pension 212
10,890		 11,102 8,836 staff time
Staff CPD -
175		 175 167 other staff costs
Staff Trainingand Mentoring -
-
-
375		 other staff costs
Recruitment Costs -
150		 150 - other staff costs
Insurance -
443		 443 431 office costs
Rent 172
3,912		 4,084 4,084 office costs
Telephone -
455		 455 566 office costs
Bank charges 1
72		 73 76 office costs
Printing -
152		 152 8 office costs
Postage -
9		 9 -
office costs
Stationary -
15		 15 137 office costs
IT Hardware -
-		 - 23 office costs
IT Maintenance -
291		 291 291 office costs
IT Software -
101		 101 280 office costs
Depreciation - 958 958 -
Total Office costs 385
17,623		 18,009 15,274
Total Support costs 445
20,972		 21,417 18,102

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

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
2022-23
£		 Restricted
funds
2022-23
£		 Total funds
2022-23
£		 Total funds
2021-22
£
1,081 54,385 55,466 44,358
- 210 210 -
8 1250 1,258 956
1,089 55,845 56,934 45,314

No employees had employee benefits in excess of £60,000 (2023 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.

Two Trustees received £62 for travel expenses for the furtherance of the CIO's charitable objects during the year (2021-22 £11 to one trustee).

There were no other related party transactions during the year.

10. Staff numbers

The average head count (number of staff employed) over the course of the year was 2 staff (2022 2). This equates to an average of 2 full-time member of staff (2021 1.5).

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 2022-23 was £51,402 (2021-22 £32,845).

12. Tangible fixed assets

Tangible fixed assets
IT equipment Total
Cost: £ £
As at 1 April 2022 1,334 1,334
Additions 2,875
2,875
Disposals (1,334) (1,334)
As at 31 March 2023 2,875 2,875
Depreciation
As at 1 April 2022 1,334 1,334
Charge for theyear 958 958
Eliminated on disposals (1,334) (1,334)
As at 31 March 2023 958 958
Net book value as at 31 March 2023 1,917 1,917
Net book value as at 31 March 2022 - -

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

13. Debtors

2023 2022
£
Trade debtors - -
Prepayments - -
- -

14. Creditors: amount falling due within one year

2023 2022
£
Sundrycreditors - -
Accruals 150 150
Total 150 150

15. Analysis of charitable funds

Analysis of movements in unrestricted funds

Balance
1 Apr 2022		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2023
£ £ £ £ £
General fund 6,844
2,588
1,262		 -
8,170
Designated fund 18,000
-
-
-
18,000
Total 24,844
2,588
1,262		 -
26,170
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

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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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23

Charity number: 1162616

16. Analysis of movements in restricted funds

Balance
1 Apr 2022
Incoming
resources
Resources
expended
Transfers		 Funds at
31 Mar 2023
£
£
£
£		 £
BCC Bristol Impact Fund 2 705
48,202
46,963
(874)		 1,070
Tudor Trust (Platform60 - transition
hosting)		 - 3,000
3,000
-
-
Tudor Trust (Platform60 - Steering
Group Meetings)		 - 500
500
-
-
BCC Community Resilience Fund - 3,200
2,901
(299)		 -
Awards For All (Platform60) - 10,000
1,990
(500)		 7,511
BCC Cost of Living (Quartet) - 24,928
6,631
(1,202)		 17,095
Bristol Harbour Festival 2022 - 2,500
984
-
1,516
Fixed asset reserve - - 958 2,875 1,917
Age UK Bristol (Newsletter) 2,400
-
-
2,400		 -
Total 3,105
92,330
63,927
2,400		 29,108

Transfers between funds:

£2,875 was transferred into the Fixed Asset Reserve from the respective restricted revenue funds to provide for future depreciation on fixed assets purchased with those funds.

£2,400 was transferred from the Age UK Bristol fund to General Funds because this fund was incorrectly treated as Restricted in the previous financial year.

Balance
1 Apr 2021		 Incoming
resources		 Resource
s
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 Join-upProject - 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

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2022-23 Charity number: 1162616

Purpose of Restricted Funds

BCC Bristol Impact Fund 2 - Core funding from the Bristol City Council to deliver our key services.

Tudor Trust (Platform60 - Steering Group Meetings) - funding to cover participation in the steering group with a focus on the development of a separate entity.

Tudor Trust (Platform60 - transition hosting) - funding towards the costs of developing the Platform60 Project into an independent organisation/entity.

BCC Community Resilience Fund - Bristol City Council funding to support four voluntary sector organisations apply for the Bristol City Council capital grant funding.

Awards For All (Platform60) - funding for the design and development of the Platform60 website.

BCC Cost of Living (Quartet) - funding for the Cost-of-Living part-time Project Worker post to develop a range of cost-of-living support measures, working with older people.

Bristol Harbour Festival 2022 - arts-based project to develop a more diverse involvement and attendance at the harbourside festival. Funding available to develop a further art-based project with older people.

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Doc ID: 205334a36b46b0db613d4b8f7ef4c084b08b2417

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