Registered Charity No.. 1187996
HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2024

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
REPORT AND ACCOUNTS
YEAR ENDED 31 MARCH 2024
CONTENTS
Page
Legal and Administrative Information
Trustees, Report
Independent Examiner's Report
Receipts & Payments Account
Statement of Assets and Liabilities
Notes to the Financial Statements
10-13
Page

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.X.O.
LEGAL AND ADMINISTRATIVE INFORMATION
YEAR ENDED 31 MARCH 2024
Full Name:
HELPING OTHERS POSITIVELY ENGAGED IN
COMMUNITY C.I.O.
Re9lStered Charity
Number:
1187996
Principal Address:
st George's Church
York Street
Barnsley
S70 IBD
Trustees:
Peter Robertshaw
Peter Mulrooney
Charlotte Lodge
Jenna Bishop (Resigned July 2023)
Kevin Williams (appointed July 2023)
Tina Bannister (appointed July 2023)
Chair:
Peter Robertshaw
Treasurer:
Peter Mulrooney
Bankers:
Lloyds Bank
50 Cheapside
Barnsley
S70 IRU
Independent Examiner:
Stephanie Tolson
Community Accountant
BCVS Services
23 Queens Road,
Barnsley
S71 IAN
Page 3

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
TRUSTEES, REPORT
YEAR ENDED 31 MARCH 2024
The Trustees present their report and accounts for the year ended 31st March 2024.
Structurey governance and management
Helping others Positively Engaged in Community (HOPE) is a Charitable
Incorporated Organisation (CIO), registered with the Charity Commission and
governed by its constitution, adopted 17th February 2020. The organisation was
previously an unregistered charity since September 2017.
The affairs of the CIO are managed by the charity trustees who may exercise all the
powers of the CIO. The trustees are appointed for 3 years by resolution at a
trustees, meeting.
Membership of the CIO is open to anyone who is interested in furtherlng its
purposes. The members have no liability to contribute to 455ets and no personal
responsibility for settling debts and liabilities in the event of winding up.
Appointment of Trustees
In accordance with the terms of the constitution, there must be at least three
charity trustees. If the number falls below this minimum, the remaining trustees
can act only to call a meeting of the trustees or appoint a new trustee. The
maximum number of trustees is 7,
Each new trustee is given a copy of the constitution and the latest trustees, annual
report and accounts, on or before appointment. In appointing trustees due
consideration is given to ensuring that the trustees have, between them, the skills
and experience necessary to manage the charity effectively and in accordance with
charity law. Trustees are encouraged to participate in development opportunities
as and when appropriate.
The trustees who served during the year are shown on page 3 of this report.
Charitable aims and objectives
The objects of the charity are:
l. To further or benefit the residents of South Yorkshire, without distinction of
sex, sexual orientation, race or of political, rel iglous or other opin ions by
associating together the said residents and the local authorities, voluntary
and other organisations in a common effort to advance education and to
provide facilities in the interests of social welfare for recreatlon and leisure
time occupation with the objective of improving the conditions of life for the
residents.
Activities undertaken for the public benefit
In shaping the objectives for the year, the trustees have paid due regard to the
public benefit guidance published by the Charity Commission.
Page 4

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
TRUSTEES, REPORT continued
YEAR ENDED 31 MARCH 2024
Achievements & performance during the period
The highlight of the year was on Tuesday 14th November 2023 when we were
awarded the King's Award for Volunteer Service, which is equivalent to an MBE. We
were presented with the award on Saturday 2nd March 2024, in a ceremony led by
the Lord-Lieutenant Professor Dame Hilary Chapman DBE RN. The award was a
great honour and recognised the hard work and dedlcatlon of all our trustees,
volunteers and supporters.
This year we have been more settled and have consolidated our presence in
Barnsley town centre through the shop and community hub at 12 Peel Square. On
occasion5 we have also operated a market stall, just outside the shop, in Peel
Square. The shop has generated sufficient income to cover the running costs. It
also supports the costs of the hub and our volunteers, expenses.
All our projects were up and running throughout this period. During the year HOPE
engaged with 28 clients on our Listening Service and made around 30 referrals to
an appropriate organlsation. Our 4 Healthy Holidays Events had a total of about
200 individual children from about 70 families attending at least one session. This
year we agaln ran a cooking course.
HOPE continues to run two toddler groups at St George's Church in Barnsley,
however numbers have declirled and we now see between 5 and 15 kids each
week.
The social club, that operates from The Carers, Garden at the Metrodome In
Barnsley, has a regular attendance of 15 people seeking that support. HOPE Is able
to refer people and families to Barnsley Foodbanks and 108 have been referred this
year, an increase of IOO/o.
The Charity's policy on reserves
The trustees recognise the need to keep reserves at a level which will give the
organisation stability to enable it to continue to operate in the future.
The Charity's policy of reserves is to generate Ind maintain a balance that is
sufficient to preserve the financia I viability of the Charity in the event that
unforeseen and/or unavoidable clrcumstance precipitate a short-term fall in its
income.
For these purposes, the Charity will endeavour to generate and maintain reserves
which are at least equivalent to three months operating expenditure. (Circa £4,000)
The actual level of unrestricted reserves at the year-end was £13,822. (2023:
£7,917)
From this, the Charity has put aside £4,000 into a Reserves budget within their
general funds.
Page 5

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
TRUSTEES. REPORT continued
YEAR ENDED 31 MARCH 2024
Trustees responsibilities for the financial statements
The trustees are responsible for keeping proper accounting records which disclose
with reasonable accuracy the financial position of the charity 8t any ti me and
enable the trustees to prepare financial statements for each financial year. The
trustees are also responsible for safeguarding the assets of the charity and hence
for taking reasonable steps for the prevention and detection of fraud or other
irregularities.
Financial Position
The financial statements are set out In pages 8 to 13. The Receipts and Payments
Account shows a surplus for the year £9,319 (2023:£9,566). The total reserves of
the charity at year-end, represented by unrestrlcted funds, stand at £13,822
(2023: £7,917).
The trustees declare that they have approved the report above,
Signed on behalf of the charity's trustees..
Signed..
Date.. 17th June 2024
Peter M ulrooneyi Treasure
Page 6

HELPING OTHERS POSITIVELY ENGAGED XN COMMUNITY C.I.O.
INDEPENDENT EXAMINER'S REPORT
YEAR ENDED 31 MARCH 2024
I report on the accounts of the charity, which are set out on pages 8 to 13.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The
trustees consider that an audit is not requlred for this year, under section 144 (2)
of the Charitles Act 2011 (the 2011 Act) and that an independent examination is
needed.
It is my responsibility to:
examine the accounts, under section 145 of the 2011 Act,.
follow the procedures laid down in the general directions glven by the Charity
Commissioners under section 145 (5)(b) of the 2011 Act; and
state whether particular matters have come to my attention
Basis of independent examiner's report
My examination was carried out in accordance with the general directions given by
the Charity Commission. An examination includes a review of the accounting
records kept by the charity and a comparison of the accounts presented with those
records. It also includes consideration of any unusual items or disclosures in the
accounts, and seeking explanations from you as trustees concerning any such
matters. The procedures undertaken do not provide all the evidence that would be
required in an audit, and consequently no opinion is given as to whether the
accounts present a 'true and fair view, and the report is limited to those matters set
out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
l. which gives me reasonable cause to believe that in any material respect the
requirements to keep accounting records, in accordance with sectlon 130 of the
2011 Act, and to prepare accounts which accord with the accounting records and
comply with the accounting requirements of the 2011 Act have not been met;
or
2. to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Signed
Date: 17th June 2024
Stephanie Tolson
Community Accountant
BCVS Services
23 Queens Road, Barnsley, S71 IAN
Page 7

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNrrY c.I.o.
RECEIPTS AND PAYMENTS ACCOUNT
YEAR ENDED 31 MARCH 2024
2024
Total
Funds
2023
Total
Fund5
Unrestrirted Restrirted
Funds
Funds
Note
Re￿iptS
Fundraising & events
Donations & subscriptions
Grants receThied
Charity shop income
Other income
439
1,289
439
629
1,114
43,855
11,749
379
2,994
43,535
4,283
43,535
18,610
520
18,610
520
Total incoming resources
20,858
46,529
67,387
57,726
Payments
Refreshments & catering
Equipment
Activities & games
Admin & stationery
Insurance
Training
Rent and rdtes
utilities, tekphone & internet
Repairs & maintenance
Volunteer & travel expenses
SessiDn workers
Transport costs
Marketing & pUbl￿￿(Y
Workwear
Consultancy & business SLFPPOrt
Accountancy fee
Sundries
558
2,585
375
777
409
6,868
1,652
10,432
230
7,426
4,237
10,807
1,007
409
1,369
6,470
5,570
1,045
4,584
5,590
1,969
2,068
1,800
3,000
450
267
7,989
6,036
9,786
3,788
541
3,523
3,186
3,189
1,369
1,076
2,369
1,045
2,579
1,170
109
5,394
3,201
2,005
4,420
1,860
2,068
1,800
3,000
3,493
3,200
2,099
930
450
132
400
135
Total payments
15,003
43,065
58,068
48,160
Surplus/{Deficit)
Total funds brought fomard
Transfers between fijnds
5,855
7,917
50
3,464
16,215
{50)
9,319
24,132
9,566
14,566
Total funds carried forward
13,822
19,629
33,451
24,132
Page 8

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
STATEMENT OF ASSETS & LIABILITIES
YEAR ENDED 31 MARCH 2024
2024
2023
Monetary Assets:
Bank Account (HSBC)
Cash in hand
33,210
241
24,115
17
Total monetary assets
33,451
24,132
Assets retained for the charity's own use:
A list of assets retained for the charities use is
Included in note 8 of the acc(wnts (page 13)
Debtors/prepayments at the year end:
Insurance prepaid
341
277
341
277
Llabilities:
Accountancy fee
550
450
550
450
The trustees declare that they have approved the accounts above.
Signed on behalf of the charity's trustees.,
Date.. 17" June 2024
Peter Mulrooneyi
reasurer
Page 9

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
l. Accounting policies
Bas15 of the
aration of the accounts
The financial statements have been prepared on a Receipts & Payments basis which
summarlses the movement of cash in and out of the organisation. In this context
'cash' includes cash equivalents, such as bank accounts where cash can be readily
available to pay debts as they fall due. This format of accounts is availa ble to non-
company charitles wlth gross annual income of £250,000 or less.
Classification
f Income & ex
enditure
Income and expenditure has been analysed in the accounts using natural classification.
re
Funds structure
The charity maintains an unrestricted fund which represents funds whlch are
expendable at the discretion of the trustees in furtherance of the objects of the charity.
Unrestricted funds may arise from grants and donations of a general nature, fees for
goods and service provided and payment for service contracts.
Restrlcted funds may be provided to the charity for particular purposes and may only
be spent for the purposes for which they were given. Any balance remaining
outstanding on a restricted fund at the end of the year is carried forward as a balance
on the fund, unless permissiori has been given by the funder to rernove the restriction
on the balance outstanding. Restricted funds will arise from grants and donations
given to the charity for specific purposes.
Taxation
As a registered charity, HOPE is exempt from corporation tax on income applied to its
charitable activitles.
2. Trustee payments, benefits and expenses
There were no payments, remuneration or benefits to trustees during the period, other
than out of pockel expenses that were reasonably incurred by trustees in promoting
the purposes of the Charity.
3. Related Party Transactions
No payments were made to related partles durlng the period.
4. Independent Examination of accounts
The cost of the independent examirbation for the year was £550. (2023: £450).
Page 10

HELPING OTHERS POSITIVELY ENGAGED XN COMMUNITY C.I.O.
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
5. Fund Analysis
Opening Incoming (Resources
Fund
balance
resources expended) Transfers
Closing
balance
Unrestricted Funds
General Fund
Fieserve Fund
3,917
4,000
20,858
115,003)
50
9,822
4,000
7,917
20,858
(15,003)
50
13,822
Restricted Funds
Toddler Groups
Cooking Course
Healthy Holidays Club
Carers Garden Social Club
BMBC WA Listening Service
Better Barnsley Bond
BMBC WA Marketing Campaign
BMBC Pride of Place Award
BCVS Volce your Views
Total
48
963
1,155
30,846
845
(8911
1563)
(26,158)
(6131
(994)
{5,0071
(2,0681
{6,4211
(350)
(43,065)
loo
500
220
1,092
14,069
763
454
9,381
331
1,448
5,007
200
2,068
9,452
1,200
46,529
3,031
{850)
(50)
16,215
19,629
Total Funds
24,132
67,387
(58,068)
33,451
6. Fund Transfers
General
Fund
Carers
Social
T￿dIerS
Cooking
BCVS
Funding allocated to core costs
Contribution from general lo project costs
Transfer between projects
650
16001
{6501
100
500
200
12001
Total
50
100
500
200
18501
Page 11

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
7. Restrjcted Funds
The Charity runs Toddler groups at St George's church hall. Income is by the way of
subs and donations from attendees and a £660 donation from ESH Construction.
The cooking course was funded by a transfer from general funds and donations.
A large donation of £1,120 was received from ESH Construction.
The Healthy Holidays project runs sessions in the school holidays for children and their
parent/carer which provide games, arts and crafts and fun activities. A lunchtime
meal is also provided to the attendees. Grants for this project include several BMBC
Healthy Holidays grants totalling £29,254, Feeding Britain grants totalling £ 1,562 in
this financial year. A number of small donations were also received.
The Carers Garden Social Club takes place at the Metrodome and is funded by
donations, including a donation from ESH Construction of £720. £200 of the
Bcvs funding was also transferred to the club.
The Charity set up a Listening Service to provide support and referral advice during
the Covid-19 pandemic. The funding has been used to fund the equipment and
telephone costs. This is a confidential service that anyone can access through phone,
text and video calls. £1,448 of the previous year's funding was carried fomard to this
year to continue Spend on training and equipment.
A Better Barnsley grant to fund shop overheads was carried forward from the previous
year. This funding has now been fully spent.
A Ward Alliance grant of £2,068 was received in the year to fund a marketing and
communication campaign. The funding was used to create a showcase video of
HOPE'S Story and further video's to promote HOPE'S services. Flyers and booklets
were also produced. This project is complete.
A BMBC Pride of Place grant of £9,452 was received to provide funding for core costs
and business support costs to enable the charity to grow and support its growing
number of volunteers. This project continues into the next financial year.
A Barnsley CVS Voice Your Views grant of £1,200 was received to enable HOPE to
support a research project into Adult Social Care. The funds were used to facilitate
and assist individuals to complete the research survey. This project is complete.
Page 12

HELPING OTHERS POSITIVELY ENGAGED IN COMMUNITY C.I.O.
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 31 MARCH 2024
8. Assets Retained for the Charity's Own Use
Saint George's Store:
Various items Wlth a total value of £273
Items include: 10 High chalrs, 4 PE mats, 10 crockery sets and pans, 4 folding
tables and several large toys, games and sensory equipment.
Charity Shop:
Various items of equipment with a total value of £605
Items include., Tables, Chairs, stools, shop till, printer, card reader, laptops, fridge,
coffee machine, mobile phone5, filing cabillet, vacuum, kitchen equipment,
shelving, storage, sofa, bookcases, leaflet stands and clothes rai Is.
Saint George's Office.,
Various Items with a total value of £350
Items include.. 2, desks, 5 chairs, filing cabinets, offfice equipment, computer
equipment and storage units.
Page 13