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2024-03-31-accounts

Bristol Older People’s Forum CIO Charitable Incorporated Organisation Charity number: 1162616

Annual Report & Accounts

1 April 2023 to 31 March 2024

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

Annual Report & Accounts

1 April 2023 to 31 March 2024

CONTENTS

CONTENTS Page Trustees’ Annual Report Reference and Administrative details Report of the Trustees for the period 1 April 2023 to 31 March 2024 Objectives and activities Achievements and performance Financial review 11 Structure, Governance & Management 11 Independent Examiner’s Report 14 Annual Accounts comprising Statement of Financial Activities 15 Balance Sheet 16 Notes to the Accounts 17

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

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 Joanne Goldsworthy Hesketh Eileen Means (appointed 19 October 2023) Taramati Mistry Gloria Morris Lyn Mitchell Porter Ismail Yilmaz (appointed 27 April 2023)

Trustees resigned since 31 March 2023

No Trustees resigned

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 2023-24

Charity number: 1162616

Report of the Trustees for the period 1 April 2023 to 31 March 2024

The Trustees present its Annual Report and Independent Examiner’s Report for the period 1 April 2023 to 31 March 2024.

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 2023-24

Charity number: 1162616

Achievements and performance

CONTENTS

1. BOPF PROJECTS

1. BOPF PROJECTS

Introduction

This has been another busy year for the BOPF team. We have expanded our services to meet new needs, identified by our members. Bus cuts, the cost-of-living challenges, housing and climate change have all been high on our agenda.

We are now into our third year of a four-year funding cycle from Bristol City Council (The Bristol Impact Fund 2 - BIF2) and we are already building the foundations ahead of the next round of local authority funding from 2026.

Our membership stays consistent at around 3000 members (although we are keen to increase the numbers to reflect the diversity of our city) so we’d like to say thank you to all our members for their support and we look forward to another year representing older people in Bristol.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

1.1. BCC Bristol Impact Fund 2

1.1.1. BOPF Open Forum Meetings

We have recently moved back to the Broadmead Baptist Church for the bi-monthly open forum meetings. The forum is always well-attended and is an opportunity for members to meet up and have a meaningful say on a many different issues. We continue to invite wide range of speakers, outlined below.

SPEAKERS at our Open Forum Meetings and AGM

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

BOPF Cookbook Project, Suzi Mackenzie, BOPF Cost of Living Project Worker

Eight Years in Office, The Highlights and Challenges

Marvin spoke about the journey the city has been on over the past two years and some of the challenges and opportunities ahead.

Care and Place (CAPE): Relationship between Housing Characteristics and People’s Social Care Needs and Care Use

Dr Nicola Brimblecombe, Project Lead, Assistant Professorial Research Fellow, Care Policy and Evaluation Centre (CPEC), London School of Economics and Political Science. Email: n.s.brimblecombe@lse.ac.uk

Jayeeta Rajagopalan, Research Officer, Care Policy and Evaluation Centre (CPEC), London School of Economics and Political Science.

Dahlia Von Carolath, Community Organiser

Jo Stokes, Age UK Bristol, Community Services Manager

Equipment Service, Steve Mullins, Equipment Officer

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

1.1.2. BOPF Challenging Ageism Workshops

The BOPF Challenging Ageism Workshops have continued successfully throughout 2023/24, with a mix of professional workers and older people attending on-line. This work is a core part of our drive to build an ‘age- friendly city’, and challenge all forms of ageism, discrimination and ageist stereotypes, which unfortunately continue to undermine older people.

We also ran an additional workshop for the Devon Partnership NHS Trust Dementia Team, looking at the relationship between ageism and dementia.

1.1.3. BOPF Meetup Mornings

The bi-monthly online meetings offer members the chance to explore particular issues with a guest speaker in a smaller group. This year we have covered a range of topics including transport, scams, Bristol Reader the Bristol Law Centre.

1.1.4. BOPF Housing Action Group (HAG)

The BOPF HAG group has refocused its priorities on fire safety in communal settings and tower blocks. There are a number of concerns, highlighted by the group and underlined by a recent report that has identified serious health and safety failings. This year we have also supported the Gilton House Tenants group of older people, who have been campaigning for compensation for a serious delay in refitting safe cladding to their tower block.

Following our BOPF Housing Survey Report in 2020 and our Policy Update Paper in 2023, we are committed to continuing to improve housing for older people across the city.

1.1.5. BOPF Public Toilets Equalities Network (PTEN)

We have led on the work of the network, but will be now be refocussing our approach to ensure that we build upon the two main successes over the last year. These are firstly, ensuring that fully accessible public toilets are included in all new regeneration initiatives in Bristol. This is now included in the Local Plan, which sets out the planning obligations of new re development initiatives. Secondly, we have worked with the council to develop a city-wide ‘toilet map’ of businesses that offer open non-customer access to their toilet facilities.

1.1.6. BOPF Newsletter

There is always a challenge to find the funding for the newsletter as postage, printing and distribution costs remain high. We are however, committed to producing a printed copy for many of our members who are not on-line, as well as an electronic version. Following our September 2023 issue, we will be producing regular issues throughout the coming year.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

1.1.7. BOPF Representation

Our staff team and trustees sit on a number of working and advisory groups and attend many of the consultation and policy making mechanisms at Local Authority, Public Health and voluntary sector levels. Our priority is to ensure firstly, that older people are ‘around the table’ and able to influence decisions, and secondly to articulate and act upon the issues and concerns raised by BOPF members.

In 2023, our trustees have represented BOPF on the Transport and Homes & Communities Board of the One-City Plan (strategy for the city until 2050), the One City Plan update, Health Care/Social & Adult Care, the Temple Quarter regeneration scheme, Sirona (NHS) People’s Voice, The Public Transport Equalities Group and many other decision and consultation bodies.

Ashton Vale Bus Campaign - Throughout 2023 we have worked closely with the Ashton Vale Suffragettes - a group of older women leading the campaign to reinstate their local bus service, after two years with no service. In April this year, after months of campaigning, the service was brought back. This has been great news for the local community and we were happy to provide support. We have now set up regular community meetings with the First Bus (main bus providers in Bristol) management team to review all bus routes and other services. The bus campaign has also included the bus cuts to Stapleton Village, again we have supported the reinstatement of the service.

1.2. Quartet - BOPF Cost of Living Project

The Cost-of-Living project was funded by the Bristol City Council via Quartet for the period October 2022 to February 2024. BOPF was successful in applying for continuation funding, extending the project until October 2025.

From April 2023 to March 2024 our Project Worker acted on feedback from the cost-ofliving survey, strengthening our role as a community hub for older people through various activities. We’ve improved information on the website, visiting local groups and community spaces across Bristol talking to older people, gathering experiences and promoting information resources and the work of BOPF through attendance at events. We included a regular cost-of-living focused update at Open Forums, connected with other community organisations and achieved success supporting members with transport related social action.

Acting on feedback from members about an increased sense of isolation and fear in this time of cost-of-living challenges, we explored new ways of connecting and having good conversations. One of the new things we tested were ‘death cafes’. These spaces offer an opportunity for a cuppa, cake and an informal conversation about death and dying. The groups don’t offer bereavement support, but a conversation without expectation. Members who attended gave positive feedback.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

1.3. Quartet - My Music, My Memories and Me!

Our music club has continued throughout 2023 and into 2024. We are now working in partnership with the Bristol Beacon, which has been a very successful arrangement. The music club is based in the Terrace room and focusses on participant’s favourite music track and their story behind the choice. Lively discussions take place and the chosen music, which ranges from folk to rock to pop and much more, is played, via YouTube on a big screen.

1.4. BCC Household Support Fund/Feeding Bristol - BOPF Cookbook

We were successful in receiving Household Support Fund money from Feeding Bristol to produce a cookbook, responding to feedback from members about increase food costs. Members gathered recipes and produced ‘I Want to Cook! Healthy, easy, budget friendly recipes’ . The cookbook has proved popular, with 1000+ copies distributed across Bristol.

1.5. St Monica Trust - BOPF Coronation Celebrations 2023

In May 2023 we held a celebratory event, marking the Coronation of King Charles. This was well attended with more that seventy older people and people had an enjoyable afternoon, with plenty of cake and sandwiches!

1.6. John James Foundation - BOPF 30th Anniversary Celebrations 2023

In November, funded through John James, a local charity we celebrated our 30[th] BOPF Anniversary, with another successful social event for our members, marking three decades of representing older people in Bristol.

1.7. BOPF Research Consultations

We have also worked with a number of organisations on smaller research consultations including the following:

The London School of Economics on a Housing and Adult Social Care Research Study, Healthwatch Bristol on an Adult Social Care Project, with Dr Angela Nobbs from the University of Bristol on Urinary catheter study and Julie Clayton from the University of Bristol on a poetry workshop.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

Financial Review

At the end of this financial year there was a total of £30,474 in unrestricted funds (2023 £28,570) and we had a surplus of £1,904 in total unrestricted funds (2023 £3,726). Of the unrestricted funds, £18,199 are designated funds (2023 £18,000) and £12,474 are general funds (2023 £10,570). The total restricted funds carried forward stood at £37,204 (2023 £29,108).

Going concern

We were successful this year in attracting £95,563 in grants, £302 in donations and £1,615 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 £49,419 of our BCC Bristol Impact Fund grant (2023 £48,282).

This long term funding, along with careful budgeting and financial management, ensure that BOPF remains a going concern for the foreseeable future.

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 2024, there were 2710 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 Development Manager and the BOPF Finance and Administration 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 milage 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 2023-24

Charity number: 1162616

Trustees

The Trustees continued to meet regularly throughout the year at Trustee Board meetings. 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 and the agendas for future Open Forum meetings. Reports to the Board were also made by the BOPF Development Manager.

As at the end of March 2024, there were 11 Trustees on the Board, including the Chair, Vice-Chair, and BOPF Ambassador. Induction sessions were provided to new Trustees. 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 2023-24

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 25 July 2024 and signed on their behalf by:

----- Start of picture text -----
31 / 07 / 2024 31 / 07 / 2024
----- End of picture text -----

Christina Stokes BOPF Chair

Ismail Yilmaz BOPF Treasurer

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

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 2024 which are set out on pages 15 to 26.

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 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.

01 / 08 / 2024

Rupert Taylor 5 Mount Pleasant, Millbrook, Torpoint, Cornwall PL10 1BH

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

STATEMENT OF FINANCIAL ACTIVITIES (SOFA)

1 April 2023 to 31 March 2024

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
2023-24
£
302
-
1,615
1,615
334
2,251
347
347
1,904
-
1,904
29,108
31,012		 Restricted
funds
2023-24
£
-
95,563
-
95,563
-
95,563
87,268
87,268
8,295
-
8,295
28,570
36,865		 Total funds
2023-24
£
302
95,563
1,615
97,178
334
97,814
87,615
87,615
10,198
-
10,198
57,678
67,877		 Total funds
2022-23
[see note 17]
£
203
92,830
1,820
94,650
65
94,917
65,189
65,189
29,728
-
29,728
27,950
57,678

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

BALANCE SHEET

31 March 2024

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 2024
£
959
959
-
46,371
20,347
54
326
67,097
180
-
180
66,917
67,877
37,204
12,474
18,199
30,474
67,877
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

Approved by the Trustees on 25 July 2024 and signed on their behalf by:

31 / 07 / 2024 31 / 07 / 2024

Christina Stokes BOPF Chair

Ismail Yilmaz BOPF Treasurer

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2024

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 2023-24

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 2023-24

Charity number: 1162616

3. Income from donations

Income from donations
Gifts and donations 2024
(all unrestricted)
£		 2023
(all unrestricted)
£
Website donations 10 45
Newsletter donations - 30
Open Forum donations 164 78
Other Donations 128 50
Total Gifts & donations 302 203

4. Income from charitable activities: grants

Grants 2024
£		 2023
£
BCC Bristol Impact Fund 2 49,419 48,202
BIF2 10% Uplift - Oct23-Sept25 9,974 -
BIF2 SteringGroup- Nov23-Oct24 450 -
St Monica Trust 500 -
FeedingBristol(BOPF Cookbook) 5,400 -
Bristol Harbour Festival - 2,500
John James Bristol Foundation 820 -
Quartet_BCC Cost of Living 25,000 24,928
Quartet - Vinyl Record Club 4,000 -
Tudor Trust - 4,000
BCC CommunityResilience Fund - 3,200
AwardsForAll,Platform60 - 10,000
Total 95,563 92,830

5. Income from charitable activities: trading income

Income from other trading activities 2024 2023
£
BOPF Consultancy 1,615 1,820
Total 1,615 1,820

6. Investment income

Investment income of £334 is interest received from the Triodos deposit account.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

7. Analysis on expenditure on charitable activities

1 April 2023 - 31 March 2024

Total
Unrestricted		 Total
Restricted		 Total
2023-24		 Total
2022-23
Basis of
apportionment
Direct costs
Salaries,NI &pension 75% staff time 243 50,753 50,996 42,701
Freelance fees - 4,600 4,600 -
Staff expenses - 311 311 65
Venue costs - 1,568 1,568 200
Event costs - 2,798 2,798 -
Transport costs - 51 51 -
Meetingcosts - 14 14 -
Project expenses 23 - 23 -
Communications costs - 1,986 1,986 807
Other expenses - 30 30 -
Total direct costs 266 62,111 62,377 43,772
Indirect costs(overheads)
Salaries 25% staff time 81 16,918 16,999 14,234
Other staff costs (CPD,
training,recruitment)		 - 310 310 325
Governance(see note 8) - 304 304 277
Office costs(see note 8) - 6,667 6,668 6,581
Total overheads (indirect
costs)		 81 25,157 25,238 21,416
Total charitable activity
costs		 347 87,268 87,615 65,189

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

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
2023-24		 Total
2022-23
£ £ £ £
Governance
Salaries,NI & Pension 18 3,722 3,740 3,131 Staff time
Independent Examination -
180		 180 150 Governance
Trustee expenses -
84		 84 62 Governance
Info Commissioners Office(ICO) -
40		 40 40 Governance
Membership (NPC) - - - 25 Governance
Total Governance 18 4,026 4,044 3,409
Office costs
Salaries, NI & Pension 63 13,196 13,259 11,102 staff time
Other Staff expenses (CPD +
DBS + recruitment)		 -
310		 310 325 other staff costs
Insurance -
481		 481 443 office costs
Rent -
4,492		 4,492 4,084 office costs
Telephone -
510		 510 455 office costs
Bank charges - 72 72 73 office costs
Printing -
294		 294 152 office costs
Postage -
4		 4 9 office costs
Stationary -
-
-
15		 office costs
IT Hardware -
42		 42 -
office costs
IT Maintenance -
661		 661 291 office costs
IT Software -
112		 112 101 office costs
Depreciation -
958		 958 958 office costs
Total Office costs 63 21,131 21,195 18,008
Total Support costs 81 25,157 25,238 21,417

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Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

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
2023-24
£		 Restricted
funds
2023-24
£		 Total funds
2023-24
£		 Total funds
2022-23
£
324 65,876 66,201 55,466
- 370 370 210
- 1,424 1,424 1,258
324 67,670 67,995 56,934

No employees had employee benefits in excess of £60,000 (2024 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 £84 for travel expenses for the furtherance of the CIO's charitable objects during the year (2021-22 £62 to two trustees).

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 3 staff (2023 2). This equates to an average of 2.5 full-time member of staff (2023 2).

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 2023-24 was £59,843 [Feeding Bristol and Quartet are not govt bodies] (2022-23 £51,402).

12. Tangible fixed assets

Tangible fixed assets
IT equipment Total
Cost: £ £
As at 1 April 2023 2,875 2,875
Additions - -
Disposals - -
As at 31 March 2024 2,875 2,875
Depreciation
As at 1 April 2023 958 958
Charge for theyear 958 958
Eliminated on disposals - -
As at 31 March 2024 1916 1916
Net book value as at 31 March 2024 959 959
Net book value as at 31 March 2023 1917 1917

22

Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

13. Debtors

2024 2023
Trade debtors - -
Prepayments - -
Total - -

14. Creditors: amount falling due within one year

2024 2023
Sundrycreditors - -
Accruals 180 150
Total 180 150

15. Analysis of charitable funds

Analysis of movements in unrestricted funds

Balance
1 Apr 2023		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2024
£ £ £ £ £
General fund 10,570 2,251 347 -
12,474
Designated funds
Contingencyfund 18,000 - - - 18,000
FeedingBristol(BOPF Cookbook) - 5,400 5,400 -
-
John James Bristol Foundation - 820 621 - 199
Total designated funds 18,000 6,220
6,021		 -
18,199
Total 28,570 8,471 6,368 -
30,673
Balance
1 Apr 2022		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2023
£ £ £ £ £
General fund 6,844 2,588 1,262 2,400
10,570
Designated fund 18,000 -
-
-
18,000
Total 24,844 2,588 1,262 -
28,570

General fund: The ‘free reserve’ after allowing for all designated funds. Contingency fund: Calculated as three months running costs, in accordance with the charity's Reserves Policy.

John James Foundation The funding was used for an event to celebrate our thirty-year anniversary on 9 November 2023.

23

Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

16. Analysis of movements in restricted funds

Balance
1 Apr 2023		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2024
£ £ £ £ £
BCC Bristol Impact Fund 2 1,070 49,419 48,484 -
2,005
BIF2 10% Uplift - Oct23-Sept25 -
9,974		 - - 9,974
BIF2 Steering Group - Nov23-Oct24 -
450		 - - 450
St Monica Trust -
500		 500 - -
Bristol Harbour Festival 2022 1,516 -
-		 -
1,516
Quartet - BCC Cost of Living Yr1 17,095 -
17,095		 -
Quartet - BCC Cost of Living Yr2 -
25,000		 5,730 -
19,270
Quartet - Vinyl Record Club -
4,000		 1,416 2,585
AwardsForAll_Platform60 7,511 -
7,064		 -
446
Fixed asset reserve 1,917 -
958		 -
959
Total 29,108 89,343 81,247 - 37,204
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

24

Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

Purpose of Restricted Funds

BCC Bristol Impact Fund 2

Core funding from the Bristol City Council to deliver our key services.

The goal of the second round of Bristol Impact Fund is to grow the power of local communities that experience the greatest inequality.

BIF2 10% Uplift - Oct23-Sept25

Grant from BCC in recognition of the pressure that the rise in cost-of-living has placed on VCSE organisation over the last year and the impact that has on the ability to deliver Bristol Impact Fund 2 (BIF2) grant funded activities.

BIF2 Steering Group - Nov23-Oct24

Role and Purpose of the Steering Group:

• To shape the Monitoring, Evaluation and Learning (MEL) programme and grant management over the life of BIF2, making sure that the grantee voice is part of all decision-making, reflecting the full diversity of projects funded under BIF2;

Awards For All (Platform60) - funding for the design and development of the Platform60 website. https://platform60.org.uk

BCC Cost of Living Community Hubs (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.

The Household Support Fund (HSF) is a series of local government funds provided by the Department for Work and Pensions (DWP). It supports vulnerable households with the rising cost of living and providing support with food is a key part of this.

Quartet - Vinyl Record Club - The Express Grant Programme

The development of our Vinyl Record Club will include on-line and in-person outreach meetings. To deliver an innovative and creative new service to improve well-being and address socialisolation.

Bristol Harbour Festival - 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.

25

Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2023-24

Charity number: 1162616

17. Statement of Financial Activities: previous year comparison

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

26

Doc ID: 690d2f7fae68d2cb0b5a3b8d30266c8701f4c8e2

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