## Trustees’ Report for the period From 01/04/23 Period start date To 31/03/24 Period end date Charity name: BURTON HOPE Charity registration number: 1187330 ## Objectives and Activities ||SORP reference|| |---|---|---| |Summary of the
purposes of the charity
as set out in its
governing document|Para 1.17|To relieve the needs of people, particularly
but not exclusively people who are
homeless and rough 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
activities in relation to
those purposes for the
public benefit, in
particular, the activities,
projects or services
identified in the
accounts.|Para 1.17 and
1.19|Our HOPE2STREET service: Two outreach
sessions per week in Burton Market Place
where many items are available including a
three meals per day for three days food parcel,
clothing, toiletries, ladies sanitary item,
household items and homeless/camping
equipment. We also offer 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
whether the trustees
have had regard to the
guidance issued by the
Charity Commission on
public benefit|Para 1.18|A link has been sent to all Trustees for their
perusal. All Trustees have been asked at a
meeting and by email that they have read and
understood the statement.
All Trustees were sent a link to ‘The Essential
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-essential-trustee-what-you-need-to-know-
what-you-need-to-do| ## Additional information (optional) You may choose to include further statements where relevant about: ||
SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|N/A| |Policy on social investment
including program related
investment|Para 1.38|N/A| |Contribution made by
volunteers|Para 1.38|All of our Members (The trustees) and
Associate Members are volunteers
therefore all of our operations are a
contribution made 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.| |Other||N/A| ## Achievements and Performance SORP reference |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|We have successfully operated two food
banks, both of which have achieved a five-
star FSA rating. We took on Crossley
House and gave up the food bank in
Anglesey Rd to consolidate our operations.
Food parcels are given to those identified in
need by referrals from agencies such as
Social Services, MH Team, Probation,
councils, schools and many others. We
also take referrals from other charities and
community groups. We also take self-
referrals. We encourage collection from our
HOPE2STREET weekend outreach
sessions in Burton Market Place but if it is
not possible, they are delivered to service
users homes via our HOPE2HOME
service. We have measures in place to
make volunteer’s vehicles safe for food
delivery. We only deal with ambient foods.
An average of 175 service users per week
used the HOPE2STREET service. We give
out clothing, toiletries, ladies sanitary,
household and camping equipment as
needed at every session.
We also go onto outreach to the places
where homeless people live. We have been
involved in the housing of many homeless
people in cooperation with other agencies.
The council still has the Everyone In
scheme which means our outreach teams
have been reporting homeless rough
sleepers to the council to get them
immediate offers of a roof over their heads,
whether in hotels, supported
accommodation or other.
Birth certificates for service users have
been obtained to allow them to prove
identity and move their lives on in housing,
employment, benefits etc.
Service users have been registered with
GP’s.
EU passports are arranged and purchased.
We have two volunteers accompany the
service user to the Embassy/Consulate to
complete the applications.
Referrals have been made for mental
health counselling.
Accompanied appointments for many
service users have taken place for mental
health addiction, various assessments and
other reasons.
We get requests for help, mostly a need for
food or issues with benefits from all over
the country. We find the service user’s
nearest food bank or other relevant service|| |---|---|---|---| and refer them. Additional information (optional) You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## Financial Review |Financial Review||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|Burton HOPE concluded FY23/24 in a
strong position but this is the first FY in
which incoming funds were less than
outgoing funds. Our organisational aims to
build and maintain sufficient earmarked
reserves continues for our charity’s
security. Despite our income not meeting
our outgoings, Burton HOPE has
maintained suitable operational reserves to
support its charitable aims; of particular
importance due to there being no source of
fixed income, whilst also building
earmarked reserves for all costs associated
with renting a premises suitable to house
all operations to a level where Trustees
have felt comfortable making progress
towards this aim. We hope that our
earmarked property reserves can be used
within FY24/25 in order to advance this
aim.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Charity’s cash funds at the end of FY 23/24
were £ Burton HOPE’s operatonal budget for
24/25 is £83,200.
We have earmarked reserves as follows:
£83,200 operatonal reserves. These are to
ensure we have provision to fund our budget
for the next fnancial year. Given that we have
no fxed income, Trustees have agreed to aim
for one year's operatonal budget to be held in
reserves to ensure solvency throughout the
next 12 months. As income comes in, in the
next fnancial year, this will be used in order to
ensure reserves remain at a suitable level to
match the 12 month forecast, reviewed
quarterly.
1. Mileage & Expenses: £14,000
2. Ofce & Admin: £500
3. Rent: £25,000
4. Utlites: £2,500
5. Food Top Up: £25,000
6. Training: £2,000
7. Insurance: £400
8. Other Property: £5,000
10. Misc Volunteer: £1,000
11. Misc Service Cost: £2,000| |||12. Other Ofce & Admin: £5,000
Our charity has been growing ever since it was
founded and contnues to do so. Our trustees
are conscious that we have no ofcial income
and our costs are contnuing to increase. To
reduce risk to our trustees and charity and its
benefciaries it is felt prudent to maintain
healthy reserves to ensure smooth operaton.
We have a three year lease currently at
£12,000pa.| |---|---|---| |Amount of reserves held|Para 1.22|(please see above)| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| |Additional information (optional)
You may choose to include further statements where relevant about:|Additional information (optional)
You may choose to include further statements where relevant about:|Additional information (optional)
You may choose to include further statements where relevant about:| |---|---|---| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|Donations from:
Members of public by various means; some
donate regular amounts.
Various corporate donations.
Various grants.
Our own fundraising activities.| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|N/A| |A description of the principal
risks facing the charity|Para 1.46|Financial risks are that we have no official
income, therefore need to actively
fundraise and apply for grants to sustain
our charity.
Our whole operation relies on the
generosity of volunteers that freely give up
their time.| |Other||N/A| ## 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 Foundation| |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, who are the only
members under the CIO Foundation model
constitution. These will be almost certainly
be from our pool of Associate Members
(our volunteers) that coordinate areas of
our operation or have relevant skills that
are required on our board.
We will need to appoint trustees on their
professional skills more as we grow.| Additional information (optional) You may choose to include further statements where relevant about: |
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51|
New Trustees are encouraged to undergo
training when available. They are made
aware of the responsibilities of a trustee
through the .Gov and Charity Commission
websites. There is a CofC for Trustees to
sign on appointment.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Our Trustee Board is made up of
Chairman, Secretary and Treasurer roles
with assistant/vice roles for each.
Other Trustees are Coordinators and leads
of areas within HOPE.
Our ‘ordinary volunteers’ are Associate
Members under our Constitution.
Our Board of Trustees make all
governance decisions and some
operational decisions too. Some
operational decisions are delegated to
Operation Coordinators and Leads.
We liaise with many authorities and
community organisations and charities.
This is generally reciprocal and of mutual
benefit towards bettering the circumstances
of service users.
We are active members of the VCSE
Sector support organisations, SCVYS and
Support Staffordshire where much
networking and mutual aid takes place to
work together to better the circumstances| of service users and to strengthen our organisations. N/A Relationship with any Para 1.51 related parties N/A Other ## Reference and Administrative details |Charity name|BURTON HOPE| |---|---| |Other name the charity uses|| |Registered charity number|1187330| |Charity’s principal address|119 Field Lane
Burton on Trent
Staffs
DE13 0NJ| ||| ## Names of the charity trustees who manage the charity |1
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20|Trustee name|Office (if any)|Dates acted if not for whole
year|Name of person (or body) entitled to
appoint trustee (ifany)| |---|---|---|---|---| ||Stuart John
Anderson|Chairman/Joint
Acting Secretary.
Support coordinator.||Trustees| ||Anne Bradshaw|Safeguarding/H+S|4/8/23 to date|Trustees| ||Rachael Anderson|Treasurer.||Trustees| ||Nicola Johnson|Secretary|1/3/24 to date|Trustees| ||Madeleine S
Braithwaite|H2H||Trustees| ||Lewis John
Anderson|Vice Chair Joint
ActingSecretary.||Trustees| ||William Brister|Website|4/8/23 to date|Trustees| ||Donna O’toole|Accounts|7/721 to 12/1/24|Trustees| ||Lewis John Anderson|||Trustees| ||Binita Mital Shah|||Trustees| ||Lauren McCabe||To 22/9/23|Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved Director name Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole year ## Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) ## Exemptions from disclosure Reason for non-disclosure of key personnel details ## Other optional information ## OUR POLICIES Maintaining Professional Boundaries Policy Health & Safety Policy Child Protection and Code of Conduct relating to the Policy. Whistle Blowing Policy Recruitment of Ex-Offenders Policy Equality and Diversity Policy Social Media Policy Data Protection Policy Safeguarding Vulnerable Adults Policy Volunteer Policy and Guidelines for Volunteers (Volunteer Policy also covers Professional Boundaries, Confidentiality, Code of Conduct, Conflict of Interest.) Lone Working Policy/Lone Working Policy Guidelines Also Adopted were the Incident Reporting and Concerns Forms. Policies will continue to be reviewed annually or sooner if changes are needed or Legislation changes. Food Storage and sanitation policy Data Retention Policy Feedback and complaints policy Trustees/Commitee Code of Conduct Volunteers Code of Conduct All policies and C of C docs are review in October each year. POLICY ASPIRATIONS Researching which other Policies are needed to improve our charity. SAFEGUARDING ISSUES Information regarding what constitutes a serious Incident has been given to all Trustees. No Serious incidents have needed to be flagged up to the Charity Commission from Apr 1st 23 – March 31st 24 Concerns Forms and Incidents sheets are in place at all working venues, Operation Leads are aware of where they are situated. HEALTH AND SAFETY Robust Health and Safety continues to be in place at all BURTON HOPE work venues. Risk Assessments are in place in each venue, relevant to the operations that take place there. All volunteers are asked to read and sign to say that they have understood the Risk Assessments and will comply with the Risk Assessments. The Risk Assessments are kept up to date and reviewed every 12 months unless circumstances force change. First Aid Supplies/Boxes are kept up to date and deliverers/collectors carry a small First Aid Box in their cars. FIRST AID We have our own defib. Our volunteers are offered Defib Awareness Training. Our volunteers are offered Emergency First Aid training. PERSONAL PROTECTIVE EQUIPMENT. Supplies are in place for Volunteers at all times. The HOPE2STREET. Briefing is done before operation begins. HOPE2HOME. Briefing is sent out electronically due to volunteers arriving at different times. Chairmans Comments Burton HOPE has had the support of the residents, businesses and many other organisations in our area. Without this support in the way of donations, grants and other assistance, we could not offer support to those that need us. This is the community coming together to make a true difference. We are all, without exception, unpaid volunteers and my final words are a heartfelt thank you to all of our very willing volunteers and donors that make Burton HOPE the success it is today. (Stuart) John Anderson (Chair of Trustees). ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Rachael Anderson **Full name(s)** Stuart John Anderson **Position (eg Secretary,** Chair of Trustees Treasurer **Chair, etc) Date** 01.03.24 **Burton Hope** **----- Start of picture text -----**
No: 1187330
**----- End of picture text -----**
## **Recei ts and a ments accounts p p y** **CC16a** **For the period** 01.04.23 31.03.24 **To from** ## **Section A Receipts and payments** **Unrestricted Restricted Endowment funds funds funds** **Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £** ## **A1 Receipts** |**A1 Receipts**|||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |1. Corporate Donations||**11,259**||||**-**||||**-**||||**11,259**||||**32,701**|| |2. Public Donations||**33,822**||||**-**||||**-**||||**33,822**||||**23,250**|| |3. Collections||**-**||||**-**||||**-**||||**-**||||**2,539**|| |4. Unrestricted Income||**1,000**||||**-**||||**-**||||**1,000**||||**2,550**|| |5. Restricted Income||**-**||||**300**||||**-**||||**300**||||**20,018**|| |6. Bank Interest||**533**||||**-**||||**-**||||**533**||||**94**|| |7. Fundraising||**667**||||||||||||**667**|||||| |8. Other||**193**||||**-**||||**-**||||**193**||||**623**|| |||**-**||||**-**||||**-**||||**-**||||**-**|| |**Sub total**(Gross income for AR)||**47,474**||||**300**||||**-**||||**47,774**||||**81,775**|| |**A2 Asset and investment sales,**||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**(see table).**||||||||||||||||||||| ||||**-**||||**-**||||**-**||||**-**|||||| ||||**-**||||**-**||||**-**||||**-**||||**-**|| |**Sub total**|||**-**||||**-**||||**-**||||**-**||||**-**|| |||||||||||||||||||||| |**Total receipts **|||**47,474**||||**300**||||**-**||||**47,774**||||**81,775**|| |**A3 Payments**
1. Mileage & Expenses
**6,975**
2. Office & Admin
**120**
3. Rent
**17,755**
4. Utilities
**77**|**A3 Payments**
1. Mileage & Expenses
**6,975**
2. Office & Admin
**120**
3. Rent
**17,755**
4. Utilities
**77**|**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**|**6,975**
**120**
**17,755**
**77**|| |---|---|---|---|---|---| |
1. Mileage & Expenses|**6,975**|**-**|**-**|**6,975**|**397**| |2. Office & Admin|**120**|**-**|**-**|**120**|**568**| |3. Rent|**17,755**|**-**|**-**|**17,755**|**6,716**| |4. Utilities|**77**|**-**|**-**|**77**|**139**| 04/02/2025 1 |5. Food TopUp|**15,506**||**-**||**-**||**15,506**||**1,760**| |---|---|---|---|---|---|---|---|---|---| |6. Training|**48**||||||**48**||**212**| |7. Insurance|**235**||||||**235**||**259**| |8. Support|||||||**-**||**150**| |9. Other Property|**2,181**||||||**2,181**||**7,720**| |10. Misc Volunteer
11. Misc Service Cost
12. Other Office & Admin
**Sub total**|**304**||**-**||**-**||**304**||**169**| ||**659**||**-**||**-**||**659**||**257**| ||**2,381**||**-**||**-**||**2,381**||**14,386**| ||**-**||**-**||**-**||**-**||**-**| ||**46,241**||**-**||**-**||**46,241**||**32,733**| |**A4 Asset and investment**|**A4 Asset and investment**||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**purchases, (see table)**|||||||||||||||||||||| ||||**-**||||**-**|||||**-**||||**-**|||||| ||||**-**||||**-**|||||**-**||||**-**|||||| ||**Sub total -**||||||**-**|||||**-**||||**-**||||**-**|| ||||||||||||||||||||||| |**Total**|**payments 46,241**||||||**-**|||||**-**||||**46,241**||||**32,733**|| ||||||||||||||||||||||| |**Net of receipts/(payments) 1,233**|||||||**300**||||**-**|||||**1,533**||||**49,042**|| |**A5 Transfers between**|**funds**||**-**||||**-**||||**-**|||||**-**||||**-**|| |**A6 Cash funds last year end**|||**-**||||**-**||||**-**|||||**-**||||**-**|| |**Cash funds this year end 1,233**|||||||**300**||||**-**|||||**1,533**||||**49,042**|| ||||||||||||||||||||||| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**|**Details**
Lloyds Treasurer Account
Lloyds BB Online Instant Account
Cooperative Account
**Total cash funds**
(agree balances with receipts and payments
account(s))|**to nearest £**
**28,617**
**50,630**
**75,000**
**154,247**
Agreement Error
**Unrestricted**
**funds**|**to nearest £**
**-**
**-**
**-**
Agreement Error
**Restricted**
**funds**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| 04/02/2025 2 ## **B2 Other monetary assets** ## **B3 Investment assets** ## **B4 Assets retained for the charity’s own use** |**Details**
Unpresented Receipts (included above in
receipts)|**to nearest £**
**110**
**-**
**-**
**-**
**-**
**-**
**Unrestricted**
**funds**|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to nearest £**
**Endowment**
**funds**| |---|---|---|---| |Unpresented Receipts (included above in
receipts)|**110**|**-**|**-**| ||**-**|**-**|**-**| ||**-**|**-**|**-**| ||**-**|**-**|**-**| ||**-**|**-**|**-**| ||**-**|**-**|**-**| |**Details**
**Details**
Defibrillator
Technology (phones)
Fixtures & Fittings|Unrestricted
Unrestricted
Unrestricted
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**1,170**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Current value**
**(optional)**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| |Defibrillator|Unrestricted|**1,170**|**-**| |Technology (phones)|Unrestricted|**-**|**-**| |Fixtures & Fittings|Unrestricted|**-**|**-**| |||**-**|**-**| |||**-**|**-**| |||**-**|**-**| |||**-**|**-**| |||**-**|**-**| 04/02/2025 3 ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees ||||||**-**||**-**| |---|---|---|---|---|---|---|---| ||||**Fund to which**||**Amount due**||**When due**| ||**Details**||**liability relates**||**(optional)**||**(optional)**| ||Unpresented Payments (included above in||Unrestricted||**6,239**||| ||expenditure)||||||| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||||||**-**||| ||Signature||Print|Name|||Date of
approval| ||||||||| ||||||||| 04/02/2025 4 ## **Laura Parsons CPFA** ## **Independent review of the accounting statements of Burton Hope for the period 01/04/2023 to 31/03/2024** ## **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 29/01/2024 ## LAPARSONS Full member of Chartered Institute of Public Finance and Accountancy (CIPFA).