Trustees. Annual Report for the period Period start date 01 Jan Peri(xJ end date 31 Dec 2023 From To 2023 Section A Reference and administration details Charity name Hospi Hope other names charity is known by Bright Hope in North West Leicestershire Registered charity number (rfany) 1169561 Charity's principal address Bright Hope House Talbot Lane, Swannington LeIstershire Postcode LE67 8QT Names ofthe charity trustees who manage the charity Dates acted if not for whole ear Trustee name Office rrf any) Name of person (or body) entttled oint trustee ifan Stewart Shepherd Janette Shepherd Peter Last Chair Secretary Kathryn Last Roy Stobbs Daniella Walton Safeguarding Lead 1st Jan- 2P June 1st Jan- 9th May 1st Jan- 17th July John Gillions Daniel Choucino Lesley Notghi Delyth Perry Rebecca Riley Gill Hoult Treasurer 10 13th Dec-31St Dec 14th August- 31st Dec 17th July- 315t Dec 12 Safeguarding Lead 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted rf not for whole ear TAR 2023 TAR - created May 2024
Names and addresses of advisers (Optional inforniation) pe of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, governance and mana ement Description of the charitys trusts Constitution (Association) Type of goveming document (eg trust deed. constitutiop. I How the charity is constituted Charitable Incorporated Organisation I¢y LI LI>L. *a>>VbldllUI I, tsUI I Ivcll l) Trustee selection methods Appointed by rnembers of the charity Additional governance issues (Optional information) All trustees of Hospi Hope are required to sign the Charity Commission's Trustee Eligibility Declaration, and a second 'AutomatiG Disqualification Declaration,. You may choose to include additional information, where relevant, about: policies and prOdureS adopted for the induction and training of trustees; the charity's organisational structure and any wider network with which the Gharity works; relationship wtth any related parties; trustees, consideration of major risks and the system and procedures to manage them. All trustees are required to undertake basic safeguarding training and enhanced DBS checks. DBS checks are required as trustees are often requested to support our ServIS and therefore can find themselves on a 1-1 basis with a service user (who are deemed to be vulnerable adults due to their physical or mentsl health). One trustee is appointed as the Safeguarding lead of the charity (with the Care Services Manager as the Deputy) and training is undertaken to achieve this (Adult safeguarding Level 3) Section C Ob'ectives and activities The objects of Hospi Hope as per the charity's constitution are: Summary of the objects of the charity set out in its governing document The relief of suffering amongst persons with life limiting illness and their carers in North West Leicestershire. Through the provision of facilities and support ServIS Through the provision of pastoral care Throu hthe rovision of funds to su ort individuals TAR 2023 TAR - created May 2024
Our mission is to be a therapeutic and caring organisation providing a range of services to enable a better qualty of life and support for those who are struggling with a condition that limits the ability to enjoy life. To achieve this end. our ServIS are defined as follows: Hospice Hope works within North West LeIstershire to support individuals who have a condition that leads to a reduction in qualty of lrfe or who have been diagnosed with a life limtting condition, as well as offering support to their partner or carer(s). Summary ofthe main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Chartty Commission on public benefit) Main activities To achieve our mission, the charity has: Continued to provide a comprehensive range of support ServIS at no charge to the Servi user Continued to provide a blend of face to face, telephone and online seNices to ensure that everyone has access to our support, regardless of their cirCumstanS Continued to offer a volunteer driver service to enable people without transport who wish to access our fa to face services, to attend them Developed relationships and partnerships with local health and social care providers and professionals, to ensure that as many people in North West LeIstershire who may benefit from our support are aware of the servIS we offer Strived to keep any waiting list for our ServIS as short as possible Additional details of objectives and activities (Optional infonnation) Volunteers Volunteers continue to be the life blood of the charity and at the end of December 2023, Hospice Hope had 47 volunteers, showing a small decrease from 2022. The chaiity'8 9 trustees also work on a voluntary basis to oversee the operational activities and strategic direction and development of the charity. You may choose to include further statements, where relevant. about: policy on grantmaking; policy programme related investment" In light of the news of Bright Hope House being handed over to the chaiity in Q4 2023. emphasis was placed on recruiting new volunteers to support our services and general administration. By the end of Dember 2023, 20 new volunteer applications were being prOSSed by the chanty. In Q4, following discussions with our local National Lottery Offir, we were able to use lottery funding awarded earlier in the year to advertise for a much-needed volunteer co-ordinator. Recruitment into this position was sucSsful and a new member of staff, dedicated to developing and managing our volunteer team in line with the growth of the charity, will be starting in January 2024. contribution made by volunteers. TAR 2023 TAR - created May 2024
DBS Checks and Training All volunteers who work on a 1-1 basis with our ser[S users (this includes support provided by telephone, email or letter) must take an enhanced DBS check before they are able to start volunteering with the charity. This check is repeated every three years, a policy that was introduced by the charity in early 2017. sin April 2018. all volunteers have been requested to undertake safeguarding training and where necessary, volunteers have also attended first aid and manual handling training. The training has been facilitated by professional trainers or via an online training provider and paid for by the Ghartty. This ensures the required support for both volunteer and service user. Section D Achievements and performance TAR 2023 TAR - created May 2024
Section D Achievements and performance Bright Hope House Summary of the main achievements of the charity during the year After some ¢elays (Covid, planning issues and increased cost of building materials) we were delighted when the 'ground breaking ceremony, tinally took pla on site on Monday 27th February. Building work progressed well and the charty was delighted to be (informally) provided with full aCsS to the building just before the Christmas break. The building exceeded all expectations, and we will be forever grateful for the generosity shown by Bloor Homes by providing such a Magnifint building and the North West Leicestershire District Council for charging a peppercom rent on the land provided for the next 150 years. As well as home to many of our support services, Bright Hope Housp will become the charity's official registered address and provide Offi spa for our ever-growing staff team. A low-key hand-over event is planned for February 2024, wtth a grander scale, formal event to follow in the future. Rebranding The name 'Hospice Hope, seNed us well for 20+ years, but in the last few years it became a barrier to people understanding what type of support we offered and hindered us accessing many sources of funding. The word 'HoSpi, has general associations with end-of-lrfe care, often in wards and was not reflective of the great servi8 we offer", counselling, befriending, complementary therapies, way back to wellness and Support Cafés. In 2023, the Trustees gave the 'green light, to rebrand to 'Bright Hope in North West Le[sterShire, and a new logo, strapline and brand guidelines were designed and developed by Quiet Storm, a local company and long tenn supporter of ours. Quiet Storm also generously donated a new website to the chaiity. After several months of hard work, we were able to publicly launch our new name and online loffline branding at the end of October 2023. The new name and logo has been well received by everyone involved with the charity. Hospi Hope will remain our legal name. with Bright Hope in North West Leicestershire registered with the Charity Commission as our trading name and the name visible to our Servi users, volunteers, supporters and the general public. Recruitrnent of Care Services Manager Following the departure of our Charity Manager to an extemal position in June 2023, the Trustees decided to re-structure the staff team and appoint a Care servIs Manager to focus on overseeing and developing the ServIS provided by the charrty. We were pleased to welcome on board Matt Buckley, a former trustee, who brings with him extensive experience in the social care sector. TAR 2023 TAR - created May 2024
Section D Achievements and performance Recruitment of Grants, Trusts and Foundations Fundraiser This position had remained vacant Sin July 2022 due to the lack of suitable candidates responding to various advertisements plad at a local and national level. However, we are pleased to announ that this vital position was filled in December 2023 and we expect 2024 wtll bring us increased income from these SoUrs. Growth in Services and number of Service Users Through the success of our communty engagement, marketing and communications, the chaiity On again saw a significant growth in the number of service users in 2023 from 197 to 249. All our services are delivered to achieve our objectives of supporting individuals who have a condition that leads to a reduction in quality of life or who have been diagnosed wrth a lrfe limiting condition, as well as offering support to their partner or carerfs). During 2023 the charity delivered the following services: NEW Way Back to Wellness- Launched in Spring 2023, this is a new support Servi designed to help individuals live happier and healthier. It offers 1-1 holistic support to improve mood, movement and wellbeing all tailored to the needs of the individual. This Servi is lead by a local health and nutrition professional and is fully accessible in person, online or by the telephone. Counselling - referrals to this Servi more than doubled from last year (101 in 2022 to 207 in 2023). Such was the demand from local health and social care professionals that twi during 2023. new referrals had to be paused to allow the charity to keep to a 6 month watting time (measured from the date of referral to the date plad with a counsellor). Sessions continued to be delivered from Hope House, the Marlene Reid Centre and via the telephone or zoom. Complementary Therapy-this twice weekly Servi continued to be offered at Hope House, with volunteer drivers available to those who did not have their own transport. Befriending SerVi- this Servi continued to be delivered by our volunteer team. coordinated by a staff member, with the view to beiryg developed further in 2024. Support Cafés - these continued to thrive. with numbers close to exedIng capacity at two venues. After a number of years at the Methodist Church, our Ibstock Support Café moved to a new venue in Spring 2023, providing more space and on site parking. Naturally as Bright Hope House neared completion, the charity was thrilled to be able to publicise we would be able to offer our Day Care servi once the building had been fully handed over. This Servi was closed during the pandemic and has been greatly missed by many of our guests. TAR 2023 TAR - created May 2024
Section E Financial review At 31* December 2023, Hospi Hope held= Brief statement of the charity's policy on reserves £118,364 in unrestricted reserves £21 ,578 in restricted funds (mainly comprising of various grants where funds have been awarded in advan of being spent) £15,000 in restricted reserves for Bright Hope House and other activities Details of any funds materially in deficit Further financial review details (Optional information) Funding You may choose to include additional infonmation, where relevant about: The charity is indebted to the National Lottery for its continued funding of services and the staff who manage them. We also acknowledge the grant received from the Le[stersh1re Partnership Trust to part-fund our counselling servi. the charity's prsncipal SoUrS of funds (including any fundraising): how expenditure has supported the key objectives of the charty: investment policy and objectives including any ethical investment policy adopted. In 2023 we also gratefully reiVed grants of £5,000 and upwards from the following charitable trust and foundation= Albert Hunt Fund Northwick Grants and Trusts Edith Murphy Foundation Henry Smith Grant Women in Philanthropy Plus one personal donation by a long term supporter of £10,000. Wrth the opening of Bright Hope House to Servi users in early 2024, the charity has forecasted that expenditure will rise significantly to around £300,000 and fundraising activity will need to be increased to match this and ensure our reserves are maintained. Banking The charity will hold such bank accounts as necessary to ensure its ftjnds are protected by the Financial Services Compensation Scheme (FSCS) and offer best value for money with regard to bank Gharges and interest rates. Section F Other optional information TAR 2023 TAR - Greated May 2024
Section G Declaration The trustees declare that they.have approved the trustees. report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretsry, Chair, etc) p£1 c& L•*1 I Date TAR 2023 TAR - created May 2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees Hospi Hope Va Bright Hope in North West Leicestershire. On accounts for the year ended 31st December 2023 Charity no (if any) 1169561 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trusf) for the year ended 3111212023. Responsibilities and basis of report As the charitys trustees, you are responsible for the preparation of the accounts in accordan with the requirements of the Charities Act 2011 (°the Act°)- I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5Xb) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination Wilich gives rrie cause to believe that in. any material respect: the accounting records were not kept in accordan with section 130 of the Charities Act; or the accounts did not accord wilh the accounting records. or the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. 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. Signed: Date: 15" April 2024 Name: Jack Fargher Relevant professional qualtfication(s) or body (rf any): Not applicable. Address: 20 Alton Way Ashby de la Zouch LeIstershire LE65 1 ER
Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of chartty accounts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. Not applicable.
CHARITY COMMISSION FOR ENGLAND AND WALES Hospice Hope. Receipts and ments accounts CC16a For the perfod from To 1st Janua 2023 1st December 202 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds to the nearest £ Total funds Last year to the nearest £ to the nearest£ to the nearest £ to the nearest £ A1 Recei Trusts & Foundations Restri¢ted Trusts & Foundations Unrestricted Corporate Events Membership Personal Donatlon5 Collection Boxes and tins GiftAid Bank Interset Other 100,723 100.723 16,000 12.309 23.605 450 19,419 1.785 1.562 4,808 111.825 40.750 16.000 12309 23,605 20.302 19,419 1,785 1,562 4,808 11.438 1,411 2.835 219 572 189.792 tota ross income 79.938 100.723 180,661 A2 Asset and investment sales, (see tota 79.938 100,723 180.661 189,792 A3Pa ents Hope House Community Engageme Counselling Service Befriending service On-Line Servi¢es Tablet Loan Scheme Long Covid Support Ashby Café Coalville Café Ibsto¢k café Castle Donin ton café Admlnlstration Core Staff Costs Event Costs Other Capitsl Exp and On&off costs 9.162 9,162 24,883 48.902 15.252 11,280 7.576 29.327 28,361 16,296 24.883 48.902 15.252 11,280 8,393 8,393 7.409 3,373 1,460 1900 25 9,144 69,632 2,096 4.880 3,008 1.739 3,477 1,739 3.471 6.468 68.083 585 3.727 20.590 116.839 68,083 585 3,727 20,590 225.549 Sub total 108,710 188.923 A4 Asset and investsnent purchases, Sub totsl 116,839 108.710 225,549 188,923 Net of rew"pts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 36,901 7.987 44,888 869 36,901 7.987 44.888 869 CCXX R1 accounts (SS) 1710612024
Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to neargst £ Endowment funds to nearest £ Categories Details B1 Cash funds Cuffent A¢¢ounts 3.798 Deposit accounts 114566 36.578 Total cash funds 118,364 36,578 5)) Unrestricted funds lo nearest£ Restricted funds lo nearest £ Endowment funds to nearest £ Details B2 Other monetary assets Fund to vthieh asset 10ft Current value tional Details Cost {optional) B3 Investsnent assets Fund to whlch Details Cost {optional) Current value onal B4 Assets retained for the charity's own use Fund to vthich liabil. relates Amount du9 lonal When due onal Details B5 Liabilities Signed by one or iwo tnjstees on behalf of all the trustees Signature Print Name Date of roval 17-06-2 17-06-2 CCXX R2 accounts (SS) 1710612024