## **Trustees’ Annual Report for the period**
## **From 26/07/2022 Period start date To 31/05/2023 Period end date**
## **Charity name: Helping Hearts Fylde**
## **Charity registration number: 1199780**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|We provide a weekly outreach service for
homeless and vulnerable people, and
people struggling with the cost of living
crisis, in central Blackpool, with the aim of
alleviating poverty.|
|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|We provide hot and cold food and drinks,
clothes, respite accommodation, sleeping
bags, and toiletries. Our clients often have
complex needs and issues, and we pay for
counselling services for them|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|I confirm this to be true and accurate|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
## **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|Blackpool occupy 8 out of the top 10 most
deprived areas in the UK. Helping Hearts
Fylde (HHF) ensure a lifeline of a service is
offered to those most in need which
includes meals, food parcels, essential
supplies for home or homeless and we are
now growing our baby bank which includes
nappies, wipes milk and other essentials.
HHF has grown at a rapid pace since its
conception in 2020, feeding around 10
people to now in the region of 150. The
charity has grown as the demand and
demographics, and we are seeing many
more young families utilising our services.
HHF rely on public support for kind
donations as well as utilising local food
banks for food and baby milk. Without the
consistency of HHF providing this lifeline of
a service many of the local community
would struggle have warm clothing, food
parcels, nutritious meals and the support
and guidance we offer to assist with the
likes of emergency accommodation or sign
posting to other agencies.
HHF work with multiple agencies across
the UK to ensure we can operate this
service and deliver this to our clients.|
## **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|Reviewed by Chair, treasurer and
accountant|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|N/A|
|Amount of reserves held|Para 1.22|N/A|
|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|No current concerns|
## **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||
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution document including dissolution
resolution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|CIO 26/07/2022|
|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|Capacity to carry out additional duties as a
trustee is considered. Sharing the same
goals and visions for the longevity of the
charity. Discussions held with potential
trustees to ensure they understand the ask,
what is required and the amount of time to
contribute to the role. Trustee are voted in
on a majority basis.|
## **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||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|Helping Hearts Fylde|
|---|---|
|Other name the charity uses||
|Registered charity number|1199780|
|Charity’s principal address|New Life Community Church
Queen Victoria Road
BLACKPOOL
Lancashire
FY1 5LF|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Andrew Mills|Chair|26/07/2022 - Current||
||Samantha
Crombleholme
Cross|Trustee|26/07/2022 - Current||
||Kathryn Armstrong|Trustee|12/12/2023 – Current||
||Jo Kember|Trustee|15/04/2024 - Current||
||Geraldine Dalton|Trustee|26/07/2022 - Current||
||Gavin Cross|Trustee / Treasurer|20/10/2023 - Current||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
– Corporate trustees names of the directors at the date the report was approved **Director name N/A**
Name of trustees holding title to property belonging to the charity
|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
||||
||||
||||
||||
||||
## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**
## **HELPING HEARTS FYLDE**
## **ACCOUNTS FOR THE YEAR ENDED 31[st] JULY 2023**
|Report to the Executive Committee|1|
|---|---|
|Income and Expenditure Account|2|
|Balance Sheet|3|
|Notes to the Accounts|4|
|Accountants Report|5|
**REPORT TO THE EXECUTIVE COMMITTEE TO THE MEMBERS OF**
## **HELPING HEARTS FYLDE**
## **ACCOUNTS FOR THE YEAR ENDED 31[st] JULY 2023**
We approve the Accounts set out on pages 2 to 4, and confirm that we have made available all relevant records and information for their preparation.
……………………………..………… Chairman
Gavin Cross
…………………………………..…… Treasurer
…………………. Date
Page 1
**HELPING HEARTS FYLDE**
## **INCOME AND EXPENDITURE ACCOUNT**
## **FOR THE YEAR ENDED 31[st] JULY 2023**
|**Notes**
**INCOME**
Charitable Donations
**LESS: EXPENSES**
Donations
1
Insurance
Advertising
Printing, Postage, Stationery
Accountancy
**Excess Income over expenditure**
**Accumulated Funds Brought Forward**
**Accumulated Fund Carried Forward**|**2023**
**£**
**£**
14,406
1,545
35
443
12
360
2,395
12,011
0
12,011|
|---|---|
Page 2
**HELPING HEARTS FYLDE**
## **BALANCE SHEET AS AT 31[st] JULY 2023**
|**Notes**
**CURRENT ASSETS**
Debtors and Prepayments
2
Cash at Bank and in Hand
**LESS: CURRENT LIABILITIES**
3
Represented by:-
Accumulated Funds|**2023**
**£**
**£**
172
12,199
12,371
(360)
12,011
12,011|
|---|---|
Page 3
**HELPING HEARTS FYLDE**
## **NOTES TO THE ACCOUNTS**
## **FOR THE YEAR ENDED 31[st] JULY 2023**
|1)
2)
3)|Donations
Accommodation
Clothing
Food
Packaging
Purchases
Debtors and Prepayments
Insurance
Accruals
Accountancy|
|
|---|---|---|
Page 4
## **ACCOUNTANTS REPORT TO THE MEMBERS OF**
## **HELPING HEARTS FYLDE**
We have prepared the financial statements on pages 2 to 4 which have been prepared under the historical cost convention.
## Respective Responsibilities of Association Officials and Accountant
The association officials are responsible for the preparation of the financial statements. It is our responsibility to form an independent opinion to you.
## Basis of Opinion
We have conducted our accounting procedure in accordance with Auditing Standards and our examination includes evidence relevant to the amount of disclosures in the financial statements. Also, to whether the accounting policies are appropriate to the Associations circumstances, consistently applied and adequately disclosed.
This charity, in common with many others of similar size and organisation derives a substantial proportion of its income from voluntary donations which cannot be fully controlled until they are entered in the accounting records, and are not therefore susceptible to independent audit verification.
Otherwise, we planned and performed our accounting procedure as to obtain all the information and explanations which we consider necessary in order to provide us with sufficient evidence to give reasonable assurance that the financial statements give a true and fair view of the state of the association’s affairs at 31[st] July 2023, and of its expenditure over income for the year then ended.
Mills & Burns Limited T/A NPM Accounting Services Layton House 3/5 Westcliffe Drive Layton Square BLACKPOOL FY3 7BJ
22[nd] April 2024
Page 5