(HARITY (OMMISSION Trustees. Annual Report for the period Period start date 01 Jan Penod end date 31 Dec 2024 From 2024 To Section A Reference and administration details Charity name Hospice Hope Other names charity is known by Bright Hope in North West Leicestershire Reglstered charity number (if any) 1169561 Charitys prlncipal addre88 Bright Hope House Talbot Lane, Swannington Leicestershire Postcode LE67 8QT Names of the charity trustees who manage the charlty Dates acted If not for vA)ole ear Trust00 nomo Office (If any) Name of person (or body) entltled int trustso Ifan Stewart Shepherd Janette Shepherd Peter Last Kathryn Last Roy Stobb8 Angus Bennion Amanda Mackemson Laura Mackie Lesley Notghi Delyth Perry Rebecca Riley Gill Hoult Chair Secretary Treasurer 16t Jan- 12° Aug 8t 20th May-31 Dec 20° May - 29th Aug 10 11 12 Safeguarding Lead 13 14 15 16 17 18 19 20 Names of the tntee$ for the charity, rf any. (for example, any custodian trustees) Name Dates acted if not for whole ear TAR Hospice Hope - 2024 TAR
Names and addresses of advisers (Optional inforniation) of adviser Name Address Name of chief executive or names of senior staff members (Optional Infonnatlon) Laura Mackie, appointed as ExecLrtive Leader on 2 September 2024. Section B Structure, governance and management Description of the charity's trusts Constitution (Association) Type of governing document leg rrusi aeea, consiiiuiion How th8 charity is constituted Charitable Incorporated Organisation Trustee selection methods Appointed by members of the charty Ify. ¢VVVll ILfU uy, firtsLfU tjy Addltlonal governance18sues (Optlonal infomiation) You may choose to include additional infonnation, where relevant, about: Strate8lc Dlrertlon Document: 2024 - 2029 policies and procedures adopted for the induction and training of trustees; the tharity's organisational structure and any wider network with which the charty works; relationship with any related parties; trustees, consideration of major risks and the system and procedures to manage them. In July 2024, the charity reviewed and updated its main strate8y document. Developed with input from trustees, staff and volunteers, plus understsnding of local and national changes in health and social care, thls document defines the 5 year vision and future direction of Bright Hope from 2024- 2029. setting out how the charity plans to move forwards to deliver greater publtc benefit from Its services over the next five years. Actlon Plan: 2024- 2029 Following the creation of the strategic document, an action plan was written to implement the strategy. The plan has been divided up amongst newly formed core committees. where each committee would identify and take on responsibility for their areas to action. Each committee also has responsibilities for managing governance and risk. The Core Committees Each commlttee is made up of trustees and staff, plus extemal support where any significant experience gaps are identified: Corporate Governance - ensuring data protection and health & safety legislation is met and that Bright Hope House and any hired venues are safe and well managed. The committee is tasked to manage the charitls Insuran and providing risk assessments to cover all activities. Care Governance - ensurlng our services meet the needs of the TAR Hospice Hope- 2024 TAR
community we support and that all legislation is met. Finance-ensuring the charivs income and expenditure fully planned and is In line with annual budgets. This committee: o Links closety with Marketing, Communlcations and Fundraising o Works to proper accounting rules and conventlons Carries out the appropriate external checks o Produces timely monthly management accounts Human Resources- ensuring that the Charlty complies with current employee legislatlon and that best practice standards are in place in relation to staff and volunteers. Each commlttee has agreed Terms of Refence (TOR), statlng quorum, membership, purpose of committee, reporting arrangements. The committees are tasked to meet on a regular basis, startin8 from September 2024, to ensure that the work is completed in a timely manner. Charity Risk Dashboard In 2024, each Commlttee within the charity has taken responsibility for identifying and managing risks relevant to its area of oversight, maintsining an individual risk register. These registers collectively inform an overarchlng Governance Risk Dashboard, providing a comprehensive view of or8anlsational risk. For all identified risks requiring mitigation, formal rlsk assessments are undertaken. These assessments are used to develop appropriate management strategies almed at minimising, eliminating, or controlling the potential impact of each risk. This structured approach ensures that risks are addressed proactively and systematically, supporting the charity's commitment to safe, effective, and resilient operations. Safeguardln8 As a charlty SUPPOrting vulnerable adults, Bright Hope places the highest prlorlty on safeguarding. Staff and volunteers are encouraged to report any safeguarding concerns in accordan with our established policy and procedures. A designated Trustee seNes as the charitvs Safeguarding Lead, supported by the ca Services Manager in the role of Deputy Safeguardin8 Lead. Both indlviduals are trained to Adult Safeguarding Level 3, ensuring they are equipped to manage and respond to concerns appropriately and effectively. The charity has a clear and structured process for addressing safeguarding issues. A safeguarding report is submitted to the full Board of Trustees monthly, summarising any Incidents and the corresponding actions taken. This ensures transparency, accountability. and continuous oversight of safeguarding matters across the organi5ation. TAR HospKe Hope. 2024 TAR
Section C Ob'ectives and activities Brlght Hope offers a range of therapeutic and social care services in North West Leicestershire. Summary of the objects of the charlty set out in its governing document The charity supports Indlviduals who have a life limiting condition or one that leads to a slgnificant reduction in quality of life, as well as offerin8 SUPPOrt to their partner, carer or family. It achieves this through the provision of facilities and/ or support services which complement the offer of local health, social seNice and third sector service providers, and wherever possible by liaising and working with them. TAR Hospi Hope- 2024 TAR
Bright Hope strives to be the leading organisation in North West Leicestershire providing a range of services to enable a better quality of life and support for those who aré struggling with a condition that lim(ts the ability to enjoy Ilfe. Services are deliVed by a dedicated team of 10 skilled staff members and over 100 volunteers to support over 160 local guests and their carers. Carers directly benefit takin8 from a much needed break or period of respite whilst their partner; family member,. friend is receiving care Servi$. SeNices are delivered at either Bright Hope House, or at one of weekly community based groups in hId r(K)ms in Ashby de la Zouch. Coalvllle and Ibstock. We continue to offer a volunteer driver service to enable people wlthout transport to access services in person. Naturally. we strlve to keep any waiting list for our se15 as short as posslble. Our servlcos: Summary ofthe maln actlvltles undertaken for the publlc benefit In relation to these objects linclude withln thls sectlon th• statutory declaratlon that trustees hav• had regard to the guldanco 188ued by the Charity Commission on publlc benefft) Day Care Operating 3 full days a week at Bright Hope House, this service offers a home cooked lunch prepared on-slte by our cook. Care is delivered by day G7re volunteers. overseen by our Care SeNices Manager and supported by a skilled Activlty Coordinator, who organises the day care activity programmes, takin8 advantage of dedicated crafting and computer rooms. Spedallst therapeutk servlces Includlng Complementsry Therdpy delivered by a qualified skllled complementsry therapist at Bright Hope House Counselllng service delivered by a quallfled counsellor, in the role of Counselling Services Lead, who also supports a small team of student counsellors. Sessions take place at Bri8ht Hope House, the Marlene Reid Centre, Coafville and via the telephone. Way Back to Wellness sessions delivered by a contracted qualified wellness coach either in-person or via the telephone. Bereavement Support delivered in partnership LOROS, this is a fortnightly group ran on a drop in basis at Bright Hope House Support Cafés In Coalvllle, Ibstock and Ashby Each Support Café tskes place half a day per week, aimin8 to improve the quality of life of those attendin& offering individual confidential, emotional support. group activities and some therapeutic services. Befrlendlng Thls service offers supportive, liable relationships through volunteer befrienders for those who would otherwise be socially isolated. Guests are matched with a volunteer based on similar interests. Addltlonal detalls of objectfve8 and actlvltles (Optional Infomiatlon) TAR Hospice Hope - 2024 TAR
Volunteers Volunteers are both valued and are vitsl to the charity, as they support essential guest support services and activities, including helping to run our three Support Cafes and Day Care. They undertake other essential duties Including working on ceptiOn. providing administrative support, kitchen support, maintaining premises and gardening. Without volunteers the charlty could not operate. To this effect, the charity employed a part time volunteer co-ordinator in January 2024, dedicated to developing and managing our volunteers in Ilne with the 8rowth of the charlty. At 31 December 2024, our volunteer numbers were as follows: General Services Volunteers Volunteer Counsellors Fundraising and Event Volunteers Trustees Totsl Artlve Volunteers 79 101 Volunteering at Bright Hope enables people of all ages to gain valuable experien and skills, which may provide them with a way into employment, or helps others to utilise their knowledge and find purpose and fulfilment as they move from working life towards their retirement from work. You may chooso to include further statements, where relevant, about.. policy on grantmaking; policy programme lated investment; contribution made by volunteers. DBS Checks and Tralnlng for Voluntsers (Indudlng trustees) All volunteers who work on a l-l basis with our services users (this includes support provided by telephone, email or letter) must take an enhanced DBS check before they are able to start volunteerin8 With the charity. This check is repeated every three years. We do not accept DBS certificates from other organisations as proof of clearance. All volunteers are required to undertake safeguarding training and, where identified by our Care Service5 Managers, volunteers also attend emergency first aid and manual handling training. The training is facilitated by professional trainers orvia an online training provider and paid for by the charity. This ensures the required support for both the volunteer and servlce user. In addition, all trustees are required to sign the Charity Commission's Yrustee Eligibility Declaration. and a second 'Automatic Disqualification Declaration. form upon joining the charity. TAR Hospice Hope - 2024 TAR
Section D Achievements and performance Summary of the main achievements of the charity durlng the year Bright Hope House It is with great pride and joy that the charity formally took possession of Bright Hope House at a handover event on 9th February 2024. The event was attended by key personnel from Bloors Homes, North West Leicestershire District Council, plus staff and trustees. In summary, Bright Hope House offers pemianent office space for our staff team and volunteers. two complementary therapy rooms, counselling rooms, a quiet room, a workshop for hobbies and training / technical facilities. It also has commercial kitchen facilities, a dining room and loun8e. adapted bathroorp / wet room and a conference room. With the opening of Bright Hope House In 2024, the charity has been able to expand on the services it provides, including the re-introduction of its popular 'Day Care Service,, which had been withdrawn since the start of the pandemic. The opening of Bright Hope House and subsequent increase in room capacity, has also led to our first partnership service, namely our Bereavement Support Group, which runs in conjunction with LOROS. Starting in April 2024, it quickly established itself as a much-needed service for our area. Appolntment of New Executlve Chalr- September 2024 The Trustees of Bright Hope announced that, with effect from 2nd September 2024. Laura Mackie took the role of Chatr and would act as Executive Leader for the charlty. Laura had been a Trustee for several months and has a lon8Standing association with Bright Hope, having led key initiatives including the Long Covid Recovery Programme and, more recently, the Way Back to Wellness serrfice, which she will continue to oversee. She brings a wealth of experience from both the commercial and not-for-profit sectors, with a stron8 background in executive and non-executive leadership roles. Laura's initial appointment is part-time and initially for twelve months. during which time she will lead the organisation throu8h the Implementation of its Action Plan for 2024-2029. A key focus of her tenure will be improving internal governance frameworks, performance management of staff and engaging wlth local businesses and stakeholders to establish sustainable partnerships and funding aligned with environmentsl, social, and governance (ESG) principlps. This appointment marks an ambitious and strategic step forward for the charity. The Trustees firmly believe this leadership transition is essential to ensure the continued growth and resilience of Bright Hope. Communlty Engagement At Bri8ht Hope. we recognise that delivering meaningful support to our guests and their carers cannot be achieved in isolation. Collaboration is essential. In line with this belief, we have dedicated staff focused on building new partnerships and nurturing existing relationships with local organisations, TAR Hospice Hope - 2024 TAR
Section D Achievements and performance businesses, and community groups. This work helps to raise awareness of our services, expand our reach, and strengthen our impact. In 2024, we launched our first formal partnership service with LOROS, marking a significant step forward in our collaborative approach. We anticipate further Servi partnerships to follow in 2025. Engagement with the local business community is also key to ensuring the charity's long-term financial sustainability. Foundational work to develop these connections began in 2024, laying the groundwork for stronger business relationships and increased support in the years ahead. Recrultment of Grants, Tnts and Foundatlons Fundralser Following a vacancy in June 2024, the charity is pleased to report the successful appointment of a new Grants. Trusts and Foundations Fundraiser. We are confident that the right candidate is now In place to stren8then thls vltsl area of income generation and support the continued growth of our services. Natlonal Lottery Communlty Fundlng Bld: Submitted November 2024 Followlng detalled guidance from the local representative of the National Lottery Communty Fund, the charfty submitted a comprehensive fundin8 applicatlon for a three-year grant totalllng £330,000. Thls submlsslon represents the lar8est funding bid the organisation has ever prepared and was developed over several months by two key trustees. Although conflnnatlon of the outcome was not received by the end of 2024, the completion of such thorough and well-structured proposal is regarded by the charity as a significant accomplishment in its own right. This grant will enable us to maintain our key servlces and staff team, as well as to develop some new Inltlatlves, responding to the ever-changing needs of the local community. The followin8 Staff roles to be funded are essential in developing the charity's Position in the community and which enable us to offer the best and most approprlate servlces posslble. Community Engagement Lead- to work on and develop our new Corporate Champions Scheme Volunteer Coordinator- to continue to support and recruit more volunteers as the services are constantly 8rowing and without volunteers, we are limited In what we can deliver. Actlvlty Coordlnator invaluable asset to our Day Care and Support Café provision, which we plan to extend in 2025. Way Back to Wellness- to increase the time allocated for this service to alleviate a growing waiting list Befrlending- enabling further development of our befriending service Book keeper- to support our trustee treasurer with the book keepln8 element of the finances. TAR HoSpe Hope- 2024 TAR
Section D Achievements and performance Growth In Servlce Users and Referrals The charity eXperIend a significant increase in referrals in 2024. reaching a record high of 455 - a direct result of our expansion into Bright Hope House. The opening of this dedicated facility has greatly increased aWaneSS of our work. with all key repre*ntatives from our primary referral partners visiting the new site and gaining a clearer understanding of the services and exceptional environment we now provide. Referrals from local social prescribing and mental health teams accounted for 352 of the total, while 51 individuals utilised our new online self-referral form {available for services other than counselling, which continues to require referral through a health or social care professional). Thls growth has, however, placed pressure on capacity, with some services now experiencing waiting times of over six months. Reducing these waiting lists will be a key operational focus in 2025, as we work to ensure timely access for all who need our support. Membershlp Scheme Rebrand: Frlends of Brfght Hope In earty 2024, the charity undertook a review of its membershlp programme and introduced a refreshed initiative under the new name 'Friends of Bright Hope,. The updated scheme offers flexible donation options-monthly or annual for both indtviduals and corporate supporters (called Corporate Champions)- Importantly, all Friends continue to enjoy full votlng right5 at the Annual General Meeting {AGMI and any Extraordinary General Meetings {EGMs). The introduction of a monthly giving option has been particularly well receNed by guests and thelr famllles, who see it as a meaningful way to express their gratitude while providing sustained financial support to the charity. During 2024, our Corporate Champions scheme was very much In Its infancy, however we expect it to be an increasingly large part of our forward funding mix in 2025 and beyond. Fundralslng In 2024, totsl income reached a record high of £257.578. representing an increase of £76,917 (42%) compared to the pVIouS year. This growth was lar8ely driven by substantial gains in income from trusts. grants, and foundations-across both restrirted and UnstrICted fvnding categories. Additionally, the delivery of services at Bright Hope House contributed approximately £14,0 in new income via personal donations from grateful service users and theirfamilies. Fundralslng and Team Development The fundraising team expanded in Ortober 2024 with the appointment of a new part-time fundraiser. The Board of Trustees also wish to formally recognise the significant contributions of the volunteer fundraising team, which is led by a dedicated trustee. Their commitment and efforts have been instrumental in supporting the organisation's income growth. TAR HosprcE Hope- 2024 TAR
Section E Financial review On 31" December 2024, the charity held: Brlef statement of the charity's policy on reservo8 £43,356 in unrestricted reserve& £66,000 in restricted funds (mainty comprising of various grants where funds have been awarded In advance of being spent). A total of £109,356 Details of any funds materially In deficlt None Further financial review details (Optional infomiatlon) Fundlng You may choose to include additional infomiation, where relevant about: the charity's principal sources of funds (including any fundraising); how expenditure ha8 supported the key objecbves of the charity; investment policy and objectives including any ethical investment policy adopted. All our servi5 are free to the user (guest), though donations are encouraged and welcomed. The opening of Bright Hope House in February 2024 introduced an element of uncertainty regarding projected runnin8 costs-an expected challen8e when commissioning a new facility. However, by the end of the year, artual expenditure across the whole charlty was within £3,000 of the budgeted amount, demonstratln8 effectlve financial planning and control. Durlng the same period, Income reached a new record high of £257,0(X). The charity's unrestricted rveS, which had been purposefully accumulated In antSclpatlon of the launch of Bright Hope House, were used as planned to support this one-off expenditure. Conslderlng the charl5 recent expansion, current resetve levels are considered adequate. The trustees have set an objective to secure one yearfs runnlng Costs in reserves within the 2024- 2029 Actlon Plan. Significant fvnding Still needs to be raised to deliver services with certainty In 2025 and beyond. Key goals include marketing our services more effectivelv, fundraising actively, plus communicatin8 and engaging closely with the local community and busines$ to bring in more sustainable income streams to support the core running costs of £350,1) for the charity for the year ahead. The charity is indebted to the National Lottery for Its continued funding of senfices and the staff who manage them. We also acknowledge the two grants receNed from the Leicestershire Partnership Trusys Getting Help in Neighbourhood Fund and the Carlton Hayes Trust, which funded our counselling service. In 2024 we also gratefully receNed additional grants and donations of £4,(X)O and upwards from the following: HSBC {Burton branch) Albert Hunt Foundation Ibstock Community Library (closing balan) Mayor of Ashby (chosen as her charity of the year) A personal donation of £lO,I]Y). TAR 10 Hospice Hope- 2(r24 TAR
The charity also received over £5,000 of Gift Aid from HMRC in 2024 for personal donations made in 2023. Banking The charity continues to hold such bank accounts as necessary to ensure its funds are protected by the Financial Services Compensation Scheme {FSCS) and offer best value for money regarding bank charges and interest rates. Section F Other optional information The charity has full, unrestricted use of a building provided at an estimated build cost of £2.3m It also has a number of assets acquired over recent years where costs have been written off to revenue. These assets have no material value. Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charity's truste08 Signature{s) Full name(s) Position (eg Secretsry. Chair, etc) I10) JAY4E1ftr kjIlRE? SIJEKVEE? 1(2ogits Dats TAR Hospice Hope - 2024 TAR
CHARITY COMMISSION I FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indep6ndent Examiner's Report Report to the trusteesl . mombors of , Bright Hope in North West Leicestsrshire On accounts for the year 31° December 2024 ended Charity no 1169561 (if any) Set out on pages I report to the trustaes on my examination of the accounts of the above charity ("the Trust") for the year ended Responslbllltles and As the charlty trustees of the Trust, you are responsible for the prep8ration basls of report of the accounts in accordance with the requirements of the Chariti88 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 carylng out my examination, I have followed the applicable Directions given by the Charlty Commission under section 145(5)(b) of the Act. I have completed my examination. I confinn that no materlal matters have come to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that In, any material respect: accounting records were not kept in accordance with 88ction 130 of the Act or the accounts do not accord with the accounting records Independent examlner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable 8 proper understanding of the accounts to be re8ched. Please delete the words in the brackets if they do not apply. Signod: Date: 8th July 2025 Name: Jack Fargher Relevant professional .: Not appllcable qualification(8) or body (If any): Address: . 20 Alton Way Ashby de la Zouch Leicestershire LE65 1 ER IER October 2018
Section B Disclosure Only complete rf the examiner needs to highlight matters of concem (see CC32. Independent examination of charity accounts: directions and guidance for examiners). Give here brlef detalls of any items that the oxamlner wlshes to disclose. Not applicable. IER October 2018
CHARITY COMMIS510N FOR ENGLAND AND WALES Hospice Hope 1169561 Recei ts and ments accounts CC16a For the perlod from Period start dale Period end date 31st December 2024 To 1st Janua 2024 Section A Receipts and payments Unrestricted funds Restricted funds to tho nearest £ Endowment funds to the ngareBt £ Total funds Last year to nèar88t to the noarest £ to the nearest £ A1 Recel Trusts & Foundatlons Restrkte(I TrL58ts & Foundatlons Unrestrlcted Cor Events Membershlp Personal Donatlonty Collectlon Boxes and Ilns Income from room rant at Brt ht Ho Glft Ald B4nk Int¥r• Oth•r 133,182 133,182 26.307 8,740 31,699 2.315 33,277 2.649 2,129 5,149 3,079 9,052 257,57B 100,723 16,000 12.309 23,605 450 26.307 8,740 31,699 2,315 33,277 2.649 2.129 6,149 3,079 9.0S2 124,396 1,785 HouBe 1,562 4,808 mss InGome 133,182 180,661 nves en to 207,878 A3Pa men Hope House Cornmun Eng oment ¢oun8gllln Sgrvlc? Befrlendln Volunteer CoLordlnator On-Llne Servlce8 Actlvl Co-ordlnator Way Back to Wellnes$ Lon Covld Sktpport Ashb café Coalvllle Café Ibstock ¢alO ht HO Hou8• Admini8tratlon Core Staff costs Event Costs Other Ca ttal Ex 9,162 24,883 48,902 16,262 28.289 40,743 1.923 21,737 28,289 40,743 1,923 21,737 11,280 8,795 11,306 8,795 11,306 8.393 3,008 1.739 3,477 3.351 1.759 3,602 108,942 11,492 45,070 1,888 1,754 12,713 190,371 3.351 L7S9 3,602 108,942 11.492 45,070 1,688 1,754 12,713 303.164 6.468 68,083 585 3,727 20,590 225,549 and On•-off e08ts Sub total 112,793 A4 Asset and investment purchases, Sub total 190.371 112,793 303,164 225,549 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 65,975 20.389 45.586 44.888 118,364 52.389 36,578 56,967 54,942 109.356 199,830 154,942 CCXX R1 a¢xounts ISS} 1910812025
Section B Statement of assets and liabilities at the end of the period Unrestrictsd Restricted Categorles funds fundx to n•ar8St£ to nearest £ Endowment lund8 to nearest £ Details 81 Cash funds Curr•nt Account8 l)wsit accounts 39.071 66.000 rotal cash funds 43,356 lagr•o bthKeswMh *rNI payments arxx)uni($ll gffjeinpi)I tri.. Unre8trfcted fund8 to n•ar98t £ R88trlcted funds to ne&rnst£ Endowmont funds to nfrarast £ Deta118 B2 Other monetsry a88•ts Fund to whlch bolon Curront v•lu• onal Details None CMt loptlona Fund to whlch amot bfrlon Detalls Nona Co8t loptloMII Curr•nt value lon•1 84 A680ts r•talnod for the charlty'8 own u80 Fund to whl¢h Amount duo Details None When dug 85 Llabllitl88 Signed by one or two trustees on behalf of all the trustees Signature Print Name Date of aDDroval CCXX R2 accounts {SS) 2110712025