**REGISTERED CHARITY NUMBER: 1172566** **REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022 FOR OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** Rackham's Chartered Certified Accountants 3 Melton Park Redcliff Road Melton East Yorkshire HU14 3RS **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022** ## **Page** **Report of the Trustees** 1 to 2 **Independent Examiner's Report** 3 **Statement of Financial Activities** 4 **Balance Sheet** 5 **Notes to the Financial Statements** 6 to 9 **Detailed Statement of Financial Activities** 10 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022** The trustees present their report with the financial statements of the charity for the year ended 31 December 2022. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019). ## **OBJECTIVES AND ACTIVITIES Objectives and aims** To promote the voluntary elderly services sector for the benefit of the public in Hull and the neighbourhood by: -promoting effective partnerships in planning, commissioning, management and review of older people's services -facilitating partnership and co-operation in the voluntary elderly services sector. Group (OPPG) consists of over 50 partner organisations in we hold bi-monthly forum meetings online which are well of online meetings following the pandemic and help cascade information on support, services, events and events for the ageing population plus organisational development & East Riding host Older Peoples week across venues to promote their support and services to people based with singing, dancing, live acts and an the annual had to be held online, the charity moved back to in person 100 people attend the daytime events and over 200 attend Volunteers from Absolutely Cultured (the legacy ## **Significant activities** **Bi-Monthly Partnership Forum** The Older People's Partnership Group (OPPG) consists of over 50 partner organisations in Hull and East Riding of Yorkshire that support, or deliver services or activities to the ageing population. Following the Covid-19 Pandemic, we hold bi-monthly forum meetings online which are well attended by around 25+ partner organisations. The introduction of online meetings following the pandemic and lockdowns has enabled more members to attend the meetings, than travel to different venues across the East Riding of Yorkshire. The partnership is also used to help cascade information on support, services, events and projects in Hull and East Riding to all partners including events for the ageing population plus organisational development opportunities for the partners such as free training or VCSE support programmes. ## **Older Peoples Week** The Older People's Partnership Hull & East Riding host Older Peoples week across venues in Hull, Cottingham and for the first time this year Hessle. The week co-insides with International Older People's Day on 1st October each year. During the week partners are able to promote their support and services to people attending the events which is entertainment and health and wellbeing based with singing, dancing, live acts and an the annual Hull & East Ridings Got Talent 55+. Following 2020 where all events had to be held online, the charity moved back to in person events with Covid Secure procedures in place. Each day around 100 people attend the daytime events and over 200 attend the talent competition with entries from Poetry, Singing, Dancing, Comedy and Musical Instruments. The week is also supported by 40 Volunteers from Absolutely Cultured (the legacy organisation from Hull City of Culture 2017). ## **Public benefit** The Trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2006 to have due regard to the Charity Commission's general guidance on public benefit. We have referred to the guidance in the Charity Commission's general guidance on Public Benefit when reviewing our aims and objectives and in planning our future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives they have set. ## **FINANCIAL REVIEW** ## **Reserves policy** We follow the recommendation in the Charity Commission guidance RS3 which states our Reserves Policy must quantity and explain the purpose of any designated funds, along with the likely timing of that expenditure. Additionally, that the amount of any funds held as designated funds is appropriate to the purpose or use for which the funds have been designated. Page 1 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 DECEMBER 2022** ## **STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document** The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity. ## **Recruitment and appointment of new trustees** The current Trustees have a range of skills and knowledge that contribute to the management of the organisation. In the event of particular skills being lost due to retirements, individuals are approached to offer themselves for election. ## **REFERENCE AND ADMINISTRATIVE DETAILS** ## **Registered Charity number** 1172566 ## **Principal address** C/O Older peoples partnership Hull and East Riding Charity 54 Lowgate Hull East Yorkshire HU1 1EJ ## **Trustees** Ms C Champlin Ms J L Liversidge M Foers Ms K Winfield (resigned 1.11.2022) G Hass (appointed 14.11.2022) Ms J A Bahn (appointed 26.9.2022) A Haynes (appointed 12.9.2022) ## **Independent Examiner** Rackham's Chartered Certified Accountants 3 Melton Park Redcliff Road Melton East Yorkshire HU14 3RS **Bankers** Cafbank 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ Approved by order of the board of trustees on ............................................. and signed on its behalf by: ........................................................................ Trustee Page 2 **INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **Independent examiner's report to the trustees of Older People's Partnership Hull and East Riding** I report to the charity trustees on my examination of the accounts of Older People's Partnership Hull and East Riding (the Trust) for the year ended 31 December 2022. ## **Responsibilities and basis of report** As the charity trustees of the Trust 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 Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act. **Independent examiner's statement** - I confirm that no material matters have come to my attention with the applicable requirements concerning and Reports) Regulations 2008 other than any requirement across no other matters in connection with the examination I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: 1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or 3. the accounts do not comply with the applicable requirements concerning 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 true and fair 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. Mr T M Rackham Rackham's Chartered Certified Accountants 3 Melton Park Redcliff Road Melton East Yorkshire HU14 3RS Date: ............................................. Page 3 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022** |**DRAFT**
2022
Unrestricted
fund
Notes
£
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
504
Other trading activities
2
397
Investment income
3
5
**Total**
906
**EXPENDITURE ON**
Raising funds
4,225
**Charitable activities**
Charitable activity expenditure
530
Charity governance expenditure
540
**Total**
5,295
**NET INCOME/(EXPENDITURE)**
(4,389)
**RECONCILIATION OF FUNDS**
Total funds brought forward
7,017
**TOTAL FUNDS CARRIED FORWARD**
2,628|2021
Total
funds
£
289
400
-
689
4,245
457
540
5,242
(4,553)
11,570
7,017| |---|---| The notes form part of these financial statements Page 4 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **BALANCE SHEET 31 DECEMBER 2022** |||||2022||2021| |---|---|---|---|---|---|---| |||||Unrestricted||Total| |||||fund||funds| |||Notes||£||£| |**CURRENT ASSETS**||||||| |Debtors||6||20||96| |Cash at bank and in hand||||3,669||8,198| |||||3,689||8,294| |**CREDITORS**||||||| |Amounts falling due within one year||7||(1,061)||(1,277)| |**DRAFT**
**NET CURRENT ASSETS**
2,628
**TOTAL ASSETS LESS CURRENT**
**LIABILITIES**
2,628
**NET ASSETS**
2,628
**FUNDS**
8
Unrestricted funds
2,628
**TOTAL FUNDS**
2,628
The
financial
statements
were
approved
by
the
Board
of
Trustees
and
authorised
............................................. and were signed on its behalf by:
.............................................
Trustee|||||for|7,017
7,017
7,017
7,017
7,017
issue
on| The notes form part of these financial statements Page 5 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022** ## **1. ACCOUNTING POLICIES** ## **Basis of preparing the financial statements** The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention. - in the Statement of Financial Activities once the charity has as expenditure as soon as there is a legal or constructive it is probable that a transfer of economic benefits will be can be measured reliably. Expenditure is accounted for that aggregate all cost related to the category. Where they have been allocated to activities on a basis for particular restricted purposes within the objects ## **Income** All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably. ## **Expenditure** Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources. ## **Taxation** The charity is exempt from tax on its charitable activities. ## **Fund accounting** ||**AFT**
**Income**
All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it
is probable that the income will be received and the amount can be measured reliably.
**Expenditure**
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the
charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and
the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has
been classified under headings that aggregate all cost related to the category. Where costs cannot be directly
attributed to particular headings they have been allocated to activities on a basis consistent with the use of
resources.
**Taxation**
The charity is exempt from tax on its charitable activities.
**Fund accounting**| |---|---| |**2.**|**DR**
Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.
Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions
arise when specified by the donor or when funds are raised for particular restricted purposes.
Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.
**OTHER TRADING ACTIVITIES**
2022
2021
£
£
Stallholders
190
400| ||Talent night
207
-| ||397
400| Page 6 continued... **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022** ## **3. INVESTMENT INCOME** |**INVESTMENT INCOME**||||| |---|---|---|---|---| ||2022||2021|| ||£||£|| |Bank interest receivable||5||-| ## **4. TRUSTEES' REMUNERATION AND BENEFITS** There were no trustees' remuneration or other benefits for the year ended 31 December 2022 nor for the year ended 31 December 2021. |**5.**|**DRAFT**
**Trustees' expenses**
There were no
trustees' expenses paid for the year ended 31 December 2022 nor for
31 December 2021.
**COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES**
**INCOME AND ENDOWMENTS FROM**
Donations and legacies
Other trading activities
**Total**
**EXPENDITURE ON**
Raising funds
**Charitable activities**
Charitable activity expenditure
Charity governance expenditure
**Total**|the year ended
Unrestricted
fund
£
289
400
689
4,245
457
540
5,242| |---|---|---| ||**NET INCOME/(EXPENDITURE)**|(4,553)| ||**RECONCILIATION OF FUNDS**|| ||Total funds brought forward|11,570| ||**TOTAL FUNDS CARRIED FORWARD**|7,017| continued... Page 7 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022** |**6.**|**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**|**DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**||||| |---|---|---|---|---|---|---| ||||||2022|2021| ||||||£|£| ||Other debtors||||20|96| |**7.**|**CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR**|||||| ||||||2022|2021| ||||||£|£| ||Trade creditors||||521|737| ||Other creditors||||540|540| |**8.**|**DRAFT**
1,061
**MOVEMENT IN FUNDS**
Net
movement
At 1.1.22
in funds
£
£
**Unrestricted funds**
General fund
7,017
(4,389)
**TOTAL FUNDS**
7,017
(4,389)
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
**Unrestricted funds**
General fund
906
(5,295)
**TOTAL FUNDS**
906
(5,295)|||||1,277
At
31.12.22
£
2,628
2,628
Movement
in funds
£
(4,389)
(4,389)| ||**Comparatives for movement in funds**|||||| ||||||Net|| ||||||movement|At| ||||At 1.1.21||in funds|31.12.21| |||||£|£|£| ||**Unrestricted funds**|||||| ||General fund|||11,570|(4,553)|7,017| ||**TOTAL FUNDS**|||11,570|(4,553)|7,017| continued... Page 8 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 DECEMBER 2022** ## **8. MOVEMENT IN FUNDS - continued** Comparative net movement in funds, included in the above are as follows: ||Incoming|Resources|Movement| |---|---|---|---| ||resources|expended|in funds| ||£|£|£| |**Unrestricted funds**|||| |General fund|689|(5,242)|(4,553)| |**DRAFT**
**TOTAL FUNDS**
689
(5,242)
(4,553)
A current year 12 months and prior year 12 months combined position is as follows:
Net
movement
At
At 1.1.21
in funds
31.12.22
£
£
£
**Unrestricted funds**
General fund
11,570
(8,942)
2,628
**TOTAL FUNDS**
11,570
(8,942)
2,628
A current year 12 months and prior year 12 months combined net movement in funds, included in the above
as follows:
Incoming
Resources
Movement
resources
expended
in funds
£
£
£
**Unrestricted funds**
General fund
1,595
(10,537)
(8,942)
**TOTAL FUNDS**
1,595
(10,537)
(8,942)|||| A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows: ## **9. RELATED PARTY DISCLOSURES** There were no related party transactions for the year ended 31 December 2022. Page 9 **OLDER PEOPLE'S PARTNERSHIP HULL AND EAST RIDING** ## **DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 DECEMBER 2022** ||2022|2022|2021| |---|---|---|---| |||£|£| |**INCOME AND ENDOWMENTS**|||| |**Donations and legacies**|||| |Donations||504|289| |**Other trading activities**|||| |Stallholders||190|400| |Talent night||207|-| |**Investment income**
Bank interest receivable
**Total incoming resources**
**EXPENDITURE**
**Other trading activities**
Event entertainment
**Charitable activities**
Insurance
Sundries
**Support costs**
**Finance**
Bank charges
**Governance costs**
Accountancy and legal fees|**DRAFT**|397
5
906
4,225
344
105
449
81
540|400
-
689
4,245
344
12
356
101
540| |Total resources expended||5,295|5,242| |**Net expenditure**|(4,389)||(4,553)| This page does not form part of the statutory financial statements Page 10