## **BURTON HOPE TRUSTEES’ ANNUAL REPORT**
## **1[ST] APRIL 2022 – 31[ST] MARCH 2023**
## **Charity name: BURTON HOPE Charity registration number:1187330**
## **Trustee Reports**
## **John Anderson, Chairman**
This year our Trustees agreed to put together a few words for our TAR. Each is the Trustees own perspective so it is inevitable for there to be some repetition.
My contribution is that Burton HOPE has continued to grow since our inception in 2017 and the growth continued after registering as a CIO in 2020. The growth has been overwhelmingly supported by the public and local organisations who are our main source of income, both financially and for goods donations. We are a community charity with a huge number of volunteers and supporters. We look towards setting up a large food bank and support centre in Burton Town Centre, later in 2023.
With the community behind us we will continue to step up to the mark of helping our people get over short and long term issues that have a profound effect on their lives by supporting their immediate and underlying needs.
I will end by saying an enormous thank you to our army of willing volunteers. Without you, the magic that is Burton HOPE will not happen.
## **Binita Shah, Trustee**
Our main objec�ve of the foodbank is the preven�on or relief and support towards ending poverty, most recently increase in cost of living rises in the Burton-on-Trent area. We provide food parcels containing three days' supply of nutri�onally balanced foods to everyone who is in food crisis for whatever reason. In addi�on to food, we provide clothing, toiletries, footwear, bedding, kitchenware, etc. Our key objec�ve during the period has been to: collect dona�ons from the local community, local businesses and public individuals to enable our service users to receive the food parcel as well as any of the addi�onal items requested.
For this opera�ons to be carried out, we have to ensure we have enough volunteers, who are compassionate, caring and non-judgemental to serve our diverse service users. They are provided with training so that they can listen to our service users and signpost them to further appropriate help from other agencies. About 60 volunteers (as per the new volunteers ac�ve list) make significant contribu�ons to the foodbank and to all of our
kind volunteers make significant contribu�on to the foodbank: support in the storage coordina�on, collec�on of dona�ons, making up of food parcels, delivery of food parcels, social awareness and promo�on of the foodbank, fundraising, and some carry out administra�ve tasks as well as answering to messages received via our website.
In 2023, Food parcels given out amounted to 89,078 meals, served in total 9,898 food parcel requests. With the demands of our foodbank services rising, we recently took on bigger premises - Crossly House in Burton Market place. Its a very busy foodbank in Burton, totally run by local unpaid volunteers and funded by dona�ons from local community.
## **Madeleine Braithwaite, Trustee**
Burton Hope strength lies in its recruitment and reten�on of its Workforce being en�rely delivered by Volunteers. This year we have had over 100 applicants apply to volunteer. There is a diverse mix of applicants from all backgrounds and stages of life wan�ng to give their �me and skills. We commit to suppor�ng young people who are signed up with the Duke of Edinburgh Award where their volunteering contributes to their award.
The health and safety of our volunteers is always a priority. Having recently expanded our opera�ons, we are currently reviewing our recruitment procedures to ensure a more robust approach into how and when we recruit which links into our governance processes.
func�on and purpose of a charity. We sincerely thank each and every one of you.
## **Lewis Anderson, Vice Chairman & Assistant Treasurer**
The financial year 2022/23 has been a seismic period for Burton HOPE, with the charity seeing positive growth in its volunteer capacity, and a strengthening of the charity’s financial position, including its imminent move to new premises in Crossley House. Whilst positive to see the strengthening of the position of the charity, this unfortunately has been necessary due to Burton HOPE is receiving unprecedented levels of demand in services. This, tied with a drop in the supply of food donations from businesses and the public due to the wide-reaching impacts of the current financial situation, means that a greater than ever magnitude of supplies (food, toiletries, clothes, etc) are having to be purchased by the charity, along with increasing volunteer costs (e.g. travel costs). The demand and associated costs are expected to continue to grow into 2023/24.
Due to this, trustees have endeavoured to safeguard and “weatherproof” the charity to ensure the essential services delivered can continue to be so throughout the periods where the demands on our charity are highest. This has included increasing the charity’s reserves in order the ensure that there is a strong financial foundation, should income prove to be
more difficult to obtain in the coming 12-18 months, as expected. This is reflected in the Reserves Statement below.
## **Burton HOPE Reserves Statement 31/03/2023**
(To nearest £100.00)
## **Balance as at 31/03/2023: £146,600**
## **Earmarked Reserves: £70,000**
Property: £35,000 Maintenance: £10,000 Service Resilience: £25,000
## **Restricted Funds (Ring-Fenced Grants): £12,600**
This leaves General Reserves at £64,000.
Our reserve policy dictates that General Reserves should remain between 50% and 100% of our annual Budget (currently £70,000 for 2023/24), with an aim to maintain between 75% and 100% (£52,500 -£70.000) due to there being no fixed sources of income into the charity.
The current level of General Reserves is 91.4% of the approved Annual Budget for the next financial year, providing a safeguard to the charity’s essential operations over the next financial year.
**Burton HOPE No. 1187330 Receipts and payments accounts CC16a For the period** 01/04/2022 31/03/2023 **To from**
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
1. Corporate Donations 32,701 - - 32,701 1,997
2. Public Donations 23,250 - - 23,250 45,075
3. Collections 2,539 - - 2,539 1,572
4. Unrestricted Grants 2,550 - - 2,550 -
5. Restricted Income - 20,018 - 20,018 -
6. Bank Interest 94 - - 94 -
7. Other 623 - - 623 700
- - - - -
Sub total (Gross income for
AR) [ 61,757 ] 20,018 - 81,775 49,344
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 61,757 20,018 - 81,775 49,344
A3 Payments
1. Mileage & Travel 397 - - 397 3,049
2. Office & Admin 568 - - 568 265
3. Rent 6,716 - - 6,716 7,131
4. Utilities 139 - - 139 481
5. Food Top Up 1,760 - - 1,760 563
6. Training 212 - - 212 -
7. Other Service 259 - - 259 -
8. Support 150 - - 150 433
9. Other Property 7,720 - - 7,720 -
10. Misc. Volunteer 169 - - 169 380
11. Misc. Service Cost 257 - - 257 2,803
12. Grant Spending 14,386 - 14,386 -
Sub total [ 18,347 ] 14,386 - 32,733 15,105
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 18,347 14,386 - 32,733 15,105
Net of receipts/(payments) 43,410 5,632 - 49,042 34,239
A5 Transfers between funds 4,320 - 4,320 - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 47,730 1,312 - 49,042 34,239
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CCXX R1 accounts (SS)
31/01/2024
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
Unpresented Payments (included above in
expenditure)
**Details**
**Details**
Fixtures and Fittings
Defibrillator
Technology (phones)
Lloyds Treasurer Account
Lloyds BB Online Instant Account
Cooperative Account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Unpresented Receipts (Included above in
Receipts)
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**18,279**
**12,555**
**50,097**
**-**
**75,000**
**-**
**143,376**
**12,555**
Agreement Error
Agreement Error
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**25**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**348**
Unrestricted
**1,170**
Unrestricted
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
Unrestricted
**9,371**
**-**
**-**
**-**
Print Name
John Anderson
Lewis Anderson|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**78**
**936**
**550**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
**01 April 2023**
Date of
approval
12/01/2024
12/01/2024|
CCXX R2 accounts (SS)
31/01/2024
2
**Laura Parsons CPFA**
## **Independent review of the accounting statements of Burton Hope for the period 01/04/2022 to 31/03/2023**
## **Report for the trustees of Burton Hope.**
As the Trustees for a Charity, 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 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 of the Accounts for Burton Hope for the Period noted above, I confirm that no material matters or issues were found during my inspection.
My examination confirms that 100% of items of Income and Expenditure sampled (20% sample) were present, correctly retained and accounted for.
The notes to the accounts accurately reflect the amounts in the statement.
Bank Reconciliations are completed and supported by Bank statements.
As such I can confirm that no material issues were found and no concerns have been raised, I agree that the Accounts presented by Burton Hope to me look to be a true reflection of the activities of Burton Hope.
Laura Parsons 29/01/2023
## LAPARSONS
Full member of Chartered Institute of Public Finance and Accountancy (CIPFA).
1 Craven Street, 07498826876 Burton on Trent loz_is@yahoo.co.uk DE13 0TR
## **Objectives and Activities**
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SORP reference
Summary of the purposes of Para 1.17 To relieve the needs of people, particularly but not
the charity as set out in its exclusively people who are homeless and rough
governing document sleepers, in Burton and the surrounding areas by:
1. the relief of financial hardship, in particular but
not exclusively by the provision of essential items
and goods
2. the preservation and protection of good physical
and mental health
3. the provision of facilities for recreation or other
leisure-time occupation with the object of
improving the conditions of life of those persons
who have need of such facilities by reason of their
youth, age, infirmity or disablement, financial
hardship or social and economic circumstances
Summary of the main Para 1.17 and 1.19 Our HOPE2STREET service: Two outreach sessions
activities in relation to per week in Burton Market Place where many
those purposes for the items are available including a three meals per day
public benefit, in particular, for three days food parcel, clothing, toiletries,
the activities, projects or ladies sanitary item, household items and
services identified in the homeless/camping equipment. We also offer
accounts. support services at our HOPE2STREET outreach
sessions including housing, employment, benefits,
GP registration, ID docs, EU citizen ID and sign
posting or referrals to other services including
mental health and addiction. Also an outreach to
the places where homeless people sleep to take
supplies and to check on wellbeing and ultimately
help to get them into a better situation.
Our HOPE2HOME food parcel delivery service to
families and individual’s homes operates on two
weekdays, although emergency deliveries still take
place on other days.
We deliver ladies sanitary products to schools and
other community organisations where young
people in poverty may be found.
Statement confirming Para 1.18 A link has been sent to all Trustees for their
whether the trustees have perusal. All Trustees have been asked at a meeting
had regard to the guidance and by email that they have read and understood
issued by the Charity the statement.
Commission on public All Trustees were sent a link to ‘The Essential
benefit Trustee’ and have acknowledged it has been read
and understood.
https://www.gov.uk/government/publications/the-
essential-trustee-what-you-need-to-know-cc3/the-
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essential-trustee-what-you-need-to-know-whatyou-need-to-do
## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
N/A
Para 1.38
Policy on grant making
N/A
Para 1.38
Policy on social investment
including program related
investment
All of our Members (The trustees) and
Associate Members are volunteers therefore
Para 1.38
Contribution made by all of our operations are a contribution made
volunteers by volunteers.. We currently have 89 regularly
active volunteers and over 40 volunteers that
contribute casually when they have time.
These include Work Placements from College
and Duke of Edinburgh candidates.
N/A
Other
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## **Structure, Governance and Management**
|Description of charity’s trusts:||N/A|
|---|---|---|
|Type of governing document
(trust deed,royal charter)|Para 1.25|CIO Foundation Constitution|
|How is the charity constituted?
(e.g unincorporated
association,CIO)|Para 1.25|CIO|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of any
person or body entitled to
appoint one or more trustees|Para 1.25|Trustees are democratically appointed by our
current Trustees. These will be almost certainly
be from our pool of Associate Members that
coordinate areas of our operation or have
relevant skills that are required.
We will need to appoint trustees on their
professional skills more as we grow.|
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Date acted if not for
Trustee name Office (if any) entitled to appoint trustee
the full period
(if any)
Stuart John Chairman Trustees
1
Anderson
2 Rachael Anderson Treasurer Trustees
Lewis John Anderson Vice Chair/ Assistant Trustees
3
Treasurer
4 Binita Mital Shah Treasurer Trustees
5 Donna O’Toole Trustees
6 Angela Barlaba To 13/06/22 Trustees
7 Lauren McCabe Trustees
8 Bela Farkas To 25/06/22 Trustees
9 Lee Greaterex To 09/05/22 Trustees
Madeleine From 11/12/2022 Trustees
10
Braithwaite
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