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2025-03-31-accounts

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

Annual Report & Accounts

1 April 2024 to 31 March 2025

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

Annual Report & Accounts

1 April 2024 to 31 March 2025

CONTENTS Page Trustees’ Annual Report Reference and Administrative details Report of the Trustees for the period 1 April 2024 to 31 March 2025 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 2024-25

Charity number: 1162616

Reference and administrative details

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

Registered office and operational address:

The Create Centre, B-Bond Warehouse, Smeaton Road, Bristol, BS1 6XN

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 David Elson Pat Foster Joanne Goldsworthy Hesketh Eileen Means Taramati Mistry Gloria Morris Lyn Mitchell Porter Nigel Varley (appointed 24 October 2024)

Trustees resigned since 31 March 2024

Judith Irene Brown, BOPF Ambassador (resigned 24 October 2024) Ismail Yilmaz (resigned 10 October 2024)

Bankers

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

Independent Examiner

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

Staff

Yolanda Pot, BOPF Finance & Administration Manager Ian Patrick Quaife, BOPF Development Manager Susanna Mackenzie, BOPF Project Coordinator

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

Report of the Trustees for the period 1 April 2024 to 31 March 2025

The Trustees present its Annual Report and Independent Examiner’s Report for the period 1 April 2024 to 31 March 2025.

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 2024-25

Charity number: 1162616

Achievements and performance

CONTENTS

1. BOPF PROJECTS

1. BOPF PROJECTS

Introduction

This has been another busy year for the staff team and trustees, with some new projects to add to our expanding services. As well as this, we have recently moved offices. We are now based at the Create Centre in Smeaton Road (right on the river with views of the Suspension Bridge).

We are now into our final year of a four-year funding cycle from Bristol City Council (The Bristol Impact Fund 2 - BIF2) and we have just completed our application for the next fouryear period from April 2026 to March 2030.

Our membership remains consistent at around three thousand members, so we would like to say thank you to all our members for their support and look forward to another year representing older people in Bristol.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

1.1. BCC Bristol Impact Fund 2

1.1.1. BOPF Open Forum Meetings

We have settled on the Triodos Community Foundation venue for our Open Forum meetings. This meets all our health and safety and accessibility requirements. The forum is always well-attended and is an opportunity for members to meet up and have meaningful input on a wide range of issues.

We continue to invite a wide range of speakers as outlined below.

SPEAKERS at our Open Forum Meetings and AGM

Ken Luxon, Service Manager, Contact details: Royal Voluntary Service, 

  - bhlsvisits@royalvoluntaryservice.org.uk, 0771 4898558

Ramona Amuza, Director, Homeshare West 

  - Contact details: https://www.homesharewest.org/ Tel: 0117 369 3045 Covering B&NES, Bristol, North Somerset & South Gloucestershire Homeshare West is an arrangement for mutual benefit between a Householder and a Homesharer, supported by the Homeshare Co-ordinators

Trustees standing again: Christina Stokes (Chair), Trish Mensah (Deputy Chair),

Vote in favour was unanimously carried forward.

Judith Brown, our BOPF Ambassadors decided to stand down after many years of service.

We would like to thank Judith for all her hard work.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

Ismail Yilmaz, our Treasurer also decided to stand down. We would like to thank Ismail for

all his hard work over the past year.

Lucy Walsh, Trainer for South Wales and the West

For further info: https://abilitynet.org.uk/BTDigitalSkills, enquiries@abilitynet.org.uk, Tel: 0300 180 0028

Rachael Bee, Director at Refugee Welcome Homes

Our mission: all people should have a place to call home.

We want to reduce homelessness for refugees and to help them access accommodation as a first step towards integration in their new life in the uk.

What do we do? We link people with a spare room to rent with refugees at risk of homelessness in Bristol and support them both all the way.

Ian Quaife, BOPF Development Manager and Suzi Mackenzie, BOPF Project Coordinator

How are we going to serve our population with a shrinking budget?

Bristol Climate & Nature Partnership

Vision: a zero carbon, socially just Bristol where all our communities and nature thrive Membership organisation (1,300 diverse members), City networking

Luke Lyons, Crew Manager Community Fire Safety

For further information: https://www.avonfire.gov.uk Tel: 0117 926 2061

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

1.1.2. BOPF Challenging Ageism Workshops

The BOPF on-line Challenging Ageism Workshops have continued successfully throughout 2024/25, with a mix of professional workers and older people. This work is an important part of our drive to challenge all forms of age discrimination and ageist stereotypes.

1.1.3. BOPF Meetup Mornings

The bi-monthly online meetings offered members the chance to explore particular issues with a guest speaker in a smaller group. This year we invited a range of organisations including: Bristol Women’s Voice, the Redcross, Avonfire, the Bristol Energy Network and Community Climate Action Project.

1.1.4. BOPF Housing Action Group (HAG)

In the last year, the BOPF HAG group has continued to focus its priorities on fire safety in communal settings and tower blocks. We are now planning to develop a stronger advisory role on housing issues, particularly those affecting older people – with a focus on retrofitting of homes and heat resilience, as set out in our recently published community climate action plan.

1.1.5. BOPF Newsletter

There is always a challenge to find the funding for the newsletter as postage, printing and distribution continue to increase. We are however, committed to producing both a printed copy for our members who are not on-line, and an electronic version. Future issues will also include more articles written by our members.

1.1.6. BOPF Representation

Our staff team and trustees sit on a number of key working and advisory groups and attend many of the consultation and policy making meetings by the local authority, public health, and voluntary sector. Our priority is to ensure that older people are either ‘in the room’ or represented by the BOPF team and trustees with an aim to influence decisions, and act upon the issues raised by BOPF members.

In the last year we have been working closely with and advising the Temple Quarter team (made up of Bristol City Council (BCC), West of England Combined Authority, Network Rail and the University of Bristol) on accessible public toilets, car-parking, seating, community space, public transport and housing that meet the needs of older people. We have also worked closely with BCC and voluntary partners on plans to improve adult and social care contracts. The emphasis here is to ensure that older and disabled people are part of the policy development.

1.2. BOPF Cost of Living and Community Hub Project (Quartet)

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.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

From April 2024 to March 2025 the Project Coordinator worked to broaden out the community hub role to complement and support all BOPF activity, as there are clear links with cost of living/building community resilience and other BOPF projects - such as development of a Community Climate Action Plan. She finished updating website information to align it with this approach. We were pleased to tell members about this at the October Open Forum and AGM. We will work to keep the website aligned with our Open Forum speakers, feedback from members and the community exchange. We take key information and share it through our newsletters and social media.

The community hub digital and in personal outreach activity is increasing engagement with BOPF membership and allowing us to diversify our membership offer with a focus on developing community resilience.

Our close work with Bristol Women’s Voice continued, testing new ways of engaging members via an art workshop and with attendance at their annual International Women’s Day event at City Hall. Two BOPF trustees ran a workshop exploring how older women can make change happen and we continued the discussion via our stand for the rest of the day. We’re excited to continue this work in an advisory role for Bristol Women’s Voice’s older women’s health project over year ahead.

1.3. My Music, My Memories and Me! (Quartet)

Working in partnership with Bristol Beacon, our music club is now embedded into our core service provision. Based in the Terrace room it 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. Death Cafes (Awards for All)

We were successful in applying to Awards for All to run a project titled ‘Embracing death, dying and life!’ for a year from Dec 2024. A core part of this work involves running death cafes, which have been popular with members in a previous pilot. Two of these took place in February and March, giving members and potential members a chance to talk openly about death and dying.

“I have given consideration to my end of life, but there were practical things I had overlooked, so very helpful” attendee feedback

1.5. Feeding Bristol/BOPF Cookbook (BCC Winter Household Support Fund)

We received funding from Feeding Bristol to print a further 500 copies of the BOPF Cookbook.

As before the cookbooks are popular and great conversation starters with a wide variety of BOPF members or people interested in what BOPF does. They give us the opportunity to talk about food poverty issues, sharing resources available on our website such as the Food bank/club list. They are also part of our ongoing food related work included within the evolving BOPF Community Climate Action plan.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

1.6. Community Climate Action Project (Bristol Climate and Nature Partnership)

Over the last year this has been a major piece of work, developed with the BOPF staff team and a core group of older people. The climate action priorities, which include, community engagement, transport, food, homes, energy, and nature were identified by the wider community of older people. The completed plan and summary are available on our website. Going forward, we plan to embed many of the actions into our core programme of work, including the continuation of our panel of climate advisors.

1.7. Bristol Community Festival, 27 March 2025 (BCC)

We received some funding from BCC towards an extra Open Forum. On 27 March we held the Bristol Community Festival Open Forum with 52 attendees.

We commissioned a photographer and created a new display stand showcasing BOPF’s work over the last 30 years. The event included lots of discussion, especially on challenging ageism and BOPF’s future priorities.

It was great that Councillor Francis attended and participated in the discussion. This led to a further meeting between BOPF’s Development Manager and Cllr Francis to discuss ongoing work. An additional benefit from being part of the Community Festival was our Development Manager presenting at the festival closing event. He attended alongside an ‘Ashton Vale Suffragette’ (BOPF member) and presented learnings from their social action success story.

1.8. Learning and Co-design and Reflective Practice (BCC/ UK Shared Prosperity Fund (UKSPF)

In September our Project Coordinator was part of a co-design group for the first of two city-wide workshops for community hubs. The main outcome was learning from each other about community cohesion challenges, opportunities, strengths and building on this with the great turnout for the final workshop.

Following this she participated in 6 reflective sessions for equity hubs, facilitated by an external organisation. These gave us opportunity to reflect on our work and practices, explore where equity-focused hubs are at this moment in time and share understandings and practices. A summary report of reflections was presented to BCC and shared as part of the second city-wide workshop.

1.9. BOPF Research Consultations

We continue to work with education and policy institutions on research and as advisors, including work with the Centre for Sustainable Energy, ARK West, Climate Action and Nature Partnership and Sirona (Health

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

Financial Review

At the end of this financial year there was a total of £31,679 in unrestricted funds (2024 £30,673) and we had a surplus of £1,006 in total unrestricted funds (2024 £2,103). Of the unrestricted funds, £18,000 are designated funds (2024 £18,199) and £13,679 are general funds (2024 £12,474). The total restricted funds carried forward stood at £37,204 (2023 £29,108).

Going concern

We were successful this year in attracting £91,018 in grants (2024 £95,563), £287 in donations (2024 £302) and £1,970 in charitable trading income (2024 £1615).

This long-term funding, along with careful budgeting and financial management, ensures 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 2025, there were 2680 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.

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.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

As at the end of March 2025, there were 10 Trustees on the Board, including the Chair and ViceChair. 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.

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 2024-25

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 31 July 2025 and signed on their behalf by:

----- Start of picture text -----
18 / 08 / 2025
----- End of picture text -----

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18 / 08 / 2025
----- End of picture text -----

Christina Stokes BOPF Chair

Trish Mensah BOPF Vice-Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

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 2025 which are set out on pages 15 to 25.

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.

28 / 08 / 2025

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

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

STATEMENT OF FINANCIAL ACTIVITIES (SOFA)

1 April 2024 to 31 March 2025

Note
Income
Donations and legacies
3
Charitable activities
Grants
4
Charitable trading activities
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
2024-25
£
287
2,000
1,970
3,970
403
4,660
3,654
3,654
1,006
-
1,006
37,203
38,209		 Restricted
funds
2024-25
£
-
89,018
-
89,018
-
89,018
90,082
90,082
(1,064)
-
(1,064)
30,673
29,610		 Total funds
2024-25
£
287
91,018
1,970
92,988
403
93,678
93,736
93,736
(58)
-
(58)
67,877
67,819		 Total funds
2023-24
£
302
95,563
1,615
334
97,814
87,615
87,615
10,198
-
10,198
57,678
67,877

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

BALANCE SHEET

31 March 2025

Balance Sheet
Note
ref.
Fixed assets:
11
Tangible assets
Net book value
Total fixed assets
Current assets:
12
Debtors
Cash at bank and in hand
Unity Trust Bank
Triodos bank
PayPal
Petty cash
Total current assets
Liabilities:
13
Creditors: Amounts falling due within one year
Prepaid Income
Total current liabilities
Net current assets
Total assets less current liabilities
Total net assets
The funds of the charity:
15
Restricted income funds
Unrestricted funds
14
General fund
14
Designated fund
Total unrestricted funds
Total charity funds		 Total funds
31 Mar 2025
£
-
-
-
47,177
20,750
54
18
67,999
180
-
180
67,819
67,819
67,819
36,140
13,679
18,000
31,679
67,819
Total funds
31 Mar 2024
£
959
959
-
46,371
20,347
54
326
67,097
180
-
180
66,917
67,877
67,877
37,203
12,673
18,000
30,673
67,877

Approved by the Trustees on 31 July 2025 and signed on their behalf by:

18 / 08 / 2025

18 / 08 / 2025

Christina Stokes BOPF Chair

Trish Mensah BOPF Vice-Chair

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

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.

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.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

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 £1000 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 2024-25

Charity number: 1162616

3. Income from donations

Income from donations
Gifts and donations 2025
(all unrestricted)		 2024
(all unrestricted)
£
Website donations 25 10
Newsletter donations - -
Open Forum donations 172 164
Other Donations 90 128
Total Gifts & donations 287 302

4. Income from charitable activities: grants

Grants 2025
£		 2024
£
BCC Bristol Impact Fund 2 49,868 49,419
BIF2 10% Uplift - Oct23-Sept25 - 9,974
BIF2 SteeringGroup- Nov23-Oct24 - 450
St Monica Trust - 500
FeedingBristol(BOPF Cookbook) 2,000 5,400
John James Bristol Foundation - 820
Quartet_BCC Cost of Living 25,000 25,000
Quartet - Vinyl Record Club - 4,000
Community Climate Action 6,750 -
Awards for All - Death Cafes 4,860 -
UK Shared Prosperity Fund (UKSPF)
Learningand Co-design(Small Grants Fund)		 525 -
UKSPF Reflective Practice (Small Grants Fund) 525 -
Winter Household Support Fund 2024 - Grant 2
Award Feeding Bristol (BOPF Cookbook reprint)		 990 -
BCC Bristol Community Festival event, 270325 500 -
Fixed asset reserve -
-
Total 91,018 95,563

5. Income from charitable activities: trading income

Income from other trading activities 2025 2024
Newsletter adverts 600 -
BOPF Consultancy 1370 1,615
Total 1,970 1,615

6. Investment income

Investment income of £403 is interest received from the Triodos deposit account.

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Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

7. Analysis on expenditure on charitable activities

1 April 2024 - 31 March 2025

Basis of
apportionment		 Total
Unrestricted		 Total
Restricted		 Total
2024 -25		 Total
2023 -24
Direct costs
Salaries, NI & pension 75% of staff time 407 56,505 56,912 50,996
Freelance fees 124
446		 570 4,600
Staff expenses 8 359 366 311
Newsletter 2,780 1,586 4,366 -
Venue costs -
892		 892 1,568
Event/Project costs 199 1,687 1,886 2,916
Communications costs -
990		 990 1,986
Total direct costs 3,519 62,464 65,983 62,377
Support costs
Salaries 25% of staff time 136 18,835 18,971 16,999
Other staff costs (CPD,
DBS,training,recruitment)		 -
403		 403 310
Insurance -
541		 541 481
Rent -
4,492		 4,492 4,492
Telephone -
557		 557 510
Bank charges -
71		 71 72
Printing -
-		 - 294
Postage -
2		 2 4
Stationary -
116		 116 -
IT Hardware -
358		 358 42
IT Maintenance -
291		 291 661
IT website (domain &
hosting)		 -
206		 206 -
IT Software -
134		 134 112
Independent Examination - 180 180 180
Info Commissioners Office
(ICO)		 - 47 47 40
Trustee expenses - 152 152 84
Trustee training -
55		 55 -
Trustee meetings venue
hire		 -
113		 113 -
Trustee thankyous -
26		 26 -
Membership (Voscur,NPC) -
78		 78 -
Depreciation -
959		 959 958
Total support costs 136 27,617 27,753 25,238
Total charitable activity
costs		 3,654 90,082 93,736 87,615

The charity identifies the costs of its support functions, which are apportioned between its charitable activities undertaken in the year.

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Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

8. Analysis of staff costs and trustee remuneration and expenses

Salaries
Social Security costs
NEST Pension contributions
Total staff costs		 Unrestricted
funds
2024-25
£		 Restricted
funds
2024-25
£		 Total funds
2024-25		 Total funds
2023-24
£
543 72,411 72,954 66,201
- 1,302 1,302 370
- 1,627 1,627 1,424
543 75,340 75,883 67,995

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.

Two Trustee received £152 for travel expenses for the furtherance of the CIO's charitable objects during the year (2023-24 £84 to one trustee).

There were no other related party transactions during the year.

9. Staff numbers

The average head count (number of staff employed) over the course of the year was 3 staff (2024 3). This equates to an average of 2.5 full-time member of staff (2024 2.5).

10. 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 2024-25 was £49,868 (2023-24 £59,843)

11. Tangible fixed assets

Tangible fixed assets
IT equipment Total
Cost: £ £
As at 1 April 2024 2,875 2,875
Additions - -
Disposals - -
As at 31 March 2025 - -
Depreciation
As at 1 April 2024 1916 1916
Charge for theyear 959 959
Eliminated on disposals - -
As at 31 March 2025 - -
Net book value as at 31 March 2025 - -
Net book value as at 31 March 2024 959 959

21

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

12. Debtors

2025 2024
Sundrydebtors - -
Total - -

13. Creditors: amount falling due within one year

2025 2024
Accruals 180 180
Total 180 180

14. Analysis of movements in unrestricted funds

Balance
1 Apr 2024		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2025
£ £ £ £ £
General fund 12,474 2,660 1,455 -
13,679
Designated funds -
-
-
-
Contingencyfund 18,000 -
-		 18,000
FeedingBristol(BOPF Cookbook) - 2,000 2,000 -
-
John James Bristol Foundation 199 -
199		 -
Total designated funds 18,199 2,000 2,199 -
18,000
Total 30,673 4,660 3,654 -
31,679
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

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.

22

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

15. Analysis of movements in restricted funds

Balance
1 Apr
2024		 Incoming
resources		 Resources
expended		 Transfers Funds at
31 Mar 2025
£ £ £ £ £
BCC Bristol Impact Fund 2 2,005 49,868 49,905 - 1,968
BIF2 10% Uplift 9,974 -
-
-		 9,974
BIF2 Steering Group 450 -
144		 - 306
Bristol Harbour Festival 2022 1,516 -
1,516		 - -
Quartet BCC Cost of Living Yr2 19,270 25,000 26,206 - 18,064
Quartet - Vinyl Record Club 2,585 -
2,585		 - -
AwardsForAll_Platform60 446 -
446		 - -
Community Climate Action -
6,750		 4,715 - 2,035
Awards for All - Death Cafes -
4,860		 1,260 - 3,600
UKSPF Learning and Co-design
(Small Grants Fund)		 -
525		 525 - -
UKSPF Reflective Practice
(Small Grants Fund)		 -
525		 525 - -
Winter Household Support Fund
2024 - Grant 2 Award Feeding
Bristol(BOPF Cookbook reprint)		 -
990		 990 - -
BCC Bristol Community Festival
270325		 -
500		 307 - 193
Fixed asset reserve 959 -
959		 - -
Total 37,204 89,018 90,082 - 36,140

Previous year comparison: movements in Restricted Funds 2023-24

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

23

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

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

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.

• To take part in co-designing and co-leading the MEL programme and grant management activities.

• To act as a sounding board/ critical friend; ensuring the MEL programme is helpful and meaningful to grantees.

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.

Community Climate Action

To develop a Bristol Older People’s Community Climate Action Plan 2025

Awards for All - Death Cafes

We would like to employ a Wellbeing Facilitator to support Bristol Older People's Forum (BOPF) members with practical and emotional support and signposting around death and dying. The facilitator will organise, deliver and share learning from 6x Death Cafes in central Bristol over the duration of a twelve-month project, aiming for c.12 people per session.

24

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

Bristol Older People’s Forum CIO Trustees Annual Report & Accounts 2024-25

Charity number: 1162616

UKSPF Learning and Co-design (Small Grants Fund)

The Funded Activities entail full participation in two half-day UKSPF Learning and Co-design workshops to take place before 31st March 2025, as well as the co-design of one workshop.

UKSPF Reflective Practice (Small Grants Fund)

The Funded Activities entail full participation to the best of your ability in seven half-day Reflective Practice sessions to take place before 31st March 2025.

BCC Bristol Community Festival, 270325

The event will be a special edition of the Open Forums that Bristol Older People’s Forum members attend. This extra funding will give us the opportunity to run an Open Forum focused on member experience and best practice. Members will be invited to share experiences, learning and promote opportunities related to current BOPF activity, such as the Community Climate Action project, Older Women’s Space, Music and Memories, Public Transport and Housing Action.

25

Doc ID: 7a70ccab584a03821b3bc795d46b3e01928cf143

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