HOPE Halton Moor and Osmondthorpe Project for Everyone
Charity number 1203514
Annual Report and Financial Statements
for the year ended 31 March 2025
HOPE Halton Moor and Osmondthorpe Project for Everyone
Annual Report and Financial Statements
for the year ended 31 March 2025
| Contents | Page |
|---|---|
| Trustees' report | 2 to 4 |
| Examiner's report | 5 |
| Receipts and payments account | 6 |
| Statement of assets and liabilities | 7 |
| Notes to the accounts | 8 to 9 |
Prepared by West Yorkshire Community Accountancy Service CIO
1
HOPE Halton Moor and Osmondthorpe Project for Everyone
Trustees' report for the year ended 31 March 2025
Reference and administrative details of the charity, its trustees and advisors
The trustees during the financial year and up to and including the date the report was approved were: Name Position Dates Janette Nixon Acting Chair Lorraine Delaney Treasurer Vera Barker Annette Townend Cllr Nicole Lloyd Ann Pritchard Cllr Debra Coupar Patricia Wilde co-opted 18 April 2024 Jacqueline Bailor co-opted 18 April 2024
Charity number 1203514 Registered in England and Wales Registered and principal address Bankers 8a Coronation Parade Virgin Money CAF Bank Ltd Halton Moor 329 Harehills Lane 25 Kings Hill Avenue Leeds Harehills West Malling LS15 0AY Leeds Kent LS9 6AX ME19 4JQ
Independent examiner
Simon Bostrom FCIE West Yorkshire Community Accountancy Service CIO Stringer House 34 Lupton Street Leeds LS10 2QW
Structure, governance and management
The charity is a Charitable Incorporated Organisation (Association) registered 12 June 2023 and is governed by a constitution.
Method of recruitment and appointment of trustees
The trustees of the charity are appointed by the members at the AGM.
2
HOPE Halton Moor and Osmondthorpe Project for Everyone
Trustees' report (continued) for the year ended 31 March 2025
Objectives and activities
The charity's objects
The objects of the CIO, to be carried out in the Halton Moor and Osmondthorpe neighbourhood and surrounding areas of East Leeds, are:
for the public benefit the relief of those in need because of youth, age, ill-health, disability, financial hardship or other disadvantage through the provision of items, services, advocacy, support, information and signposting services to individuals in need;
to promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society;
for the purposes of this clause, ‘socially excluded’ means being excluded from society, or part of society, as a result of being a member of a socially and economically deprived community.
The charity's main activities
HOPE enables and supports older people in the Halton Moor, Osmondthorpe and Sutton Park areas of Leeds to retain their independence by providing practical help, advice and support. We work to address the isolation, poverty, fear of crime and poor health which impact negatively on their lives. We provide outreach, advocacy, medical appointment support and group sessions to relieve isolation and loneliness.
Public benefit statement
In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission’s general guidance on public benefit.
HOPE enables and supports people 60 plus who live in the Halton Moor, Osmondthorpe and Sutton Park areas of Leeds. Our aims are to deliver services to meet individual and community needs; keeping safe/warm, peer support groups/sessions, shopping, debt/benefit advice, and activities to develop skills and reduce isolation. We are service user led and value the contribution of both service users and volunteers.
Achievements and performance
In the financial year 2024-2025, deprived communities in the UK which includes Halton Moor and Osmondthorpe were disproportionately and severely impacted by the cumulative effects of the ongoing cost-ofliving crisis, which included high food and energy prices, increasing housing costs, and inadequate income support. Much of HOPE’s work, has focused on the impact this has had on our community.
Food insecurity affected a rising percentage of our community; we witnessed a growing demand on the need to access HOPE’s Food Pantry. This demand saw an increased number of people over the age of 60, requesting support.
Debt and Arrears and persistent hardship, we also noticed we were having more conversations about debt and arrears, especially relating to energy and water and were able to offer advice and signpost to debt organisations in Leeds. Financial pressures contributed to increased anxiety and stress especially with vulnerable groups which included disabled people and families with children. This support reduced anxiety and stress and resulted in debt management plans arranged and financial support for those most in need.
We also had more conversations about Health and Mental Health and encouraged social interactions for our members, this included attending group sessions, day trips and other activities to reduce/eliminate feelings of isolation and loneliness.
This year has been HOPE’s 30-year anniversary. We are incredibly proud of this achievement and look forward to the next 30 years of supporting the whole community and developing and delivering more services.
3
HOPE Halton Moor and Osmondthorpe Project for Everyone
Trustees' report (continued) for the year ended 31 March 2025
Financial review
The net receipts for the year were £30,260, including net receipts of £6,910 on unrestricted funds and net receipts of £23,350 on restricted funds.
Reserves policy
The charity's free reserves, at the year end were £6,910. The trustees have not adopted a reserves policy.
Approved by the board of trustees on 11/11/2025
Janette Nixon (Trustee)
4
HOPE Halton Moor and Osmondthorpe Project for Everyone Independent examiner's qualified report to the trustees of HOPE Halton Moor and Osmondthorpe Project for Everyone
I report to the charity trustees on my examination of the accounts of the charity for the year ended 31 March 2025, which are set out on pages 6 to 9.
Responsibilities and basis of report
As the charity trustees 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 charity's accounts as carried out under section 145 of the 2011 Act. 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 - matter of convern identified
I have completed my examination. Unfortunately, due to illness, financial records had not been maintained during the financial year. This meant that it would not have been possible to establish the financial position of the charity during the year. Rather, the financial records were produced some months after the year end. The trustees are taking steps to remedy this situation in the current year.
The result is that my statement is therefore qualified on the grounds of the record keeping not meeting the standard as required by section 130 of the Charities Act.
There are no other matters that have come to my attention in connection with the examination giving me cause to believe that in any material respect:
the accounts do not accord with those records.
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.
Simon Bostrom FCIE
14/11/2025
West Yorkshire Community Accountancy Service CIO
Stringer House 34 Lupton Street Leeds LS10 2QW
5
HOPE Halton Moor and Osmondthorpe Project for Everyone
Receipts and payments account
for the year ended 31 March 2025
| Notes 2025 Unrestricted funds £ Receipts Contracts, grants and donations (2) 53,117 Contributions for activities 2,416 Other income 1,462 Transfer on incorporation - Total receipts 56,995 Payments Salaries, NIC's and pensions 29,127 Staff travel and home working expenses 145 Volunteer and student expenses 29 Training 487 Marketing, publicity and website 414 Office expenses 1,896 Rent and rates 5,976 Utilities 2,133 Cleaning and maintenance 421 Insurance 1,123 Telephone 2,292 Project resources - Events, activities and hardship payments - Food and refreshments 443 Room hire 25 Grants paid to other organisations 2,100 Vehicle costs 2,604 Affiliation and membership fees 50 Professional fees 806 Bank charges 14 Total payments 50,085 Net receipts / (payments) 6,910 Fund balances brought forward - Fund balances carried forward (3) 6,910 |
2025 Restricted funds £ 67,380 - - 35,715 103,095 35,493 - - - 50 1,141 5,249 1,935 222 600 1,413 18,512 12,899 - - - 2,094 - 137 - 79,745 23,350 - 23,350 |
2025 Total funds £ 120,497 2,416 1,462 35,715 160,090 64,620 145 29 487 464 3,037 11,225 4,068 643 1,723 3,705 18,512 12,899 443 25 2,100 4,698 50 943 14 129,830 30,260 - 30,260 |
|---|---|---|
6
HOPE Halton Moor and Osmondthorpe Project for Everyone
Statement of assets and liabilities
| as at 31 March 2025 2025 Unrestricted £ Cash funds Cash at bank 2,924 Cash in hand 3,986 Total cash funds 6,910 Debtors and prepayments Prepayments |
2025 Restricted £ 23,350 - 23,350 |
2025 Total £ 26,274 3,986 30,260 2025 £ 830 830 |
|---|---|---|
Assets retained for the charity's own use
HOPE retain a number of items of office equipment, computers, domestic appliances and furniture for use by the group. Full details of these items are available on an extensive register of assets maintained by the organisation.
| Liabilities Accruals |
2025 £ 3,150 3,150 |
|---|---|
The financial statements were approved by the board of trustees on 11/11/2025
Janette Nixon (Trustee)
7
HOPE Halton Moor and Osmondthorpe Project for Everyone
Notes to the accounts
for the year ended 31 March 2025
1 Accounting policies
Basis of accounting
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
Taxation
As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.
Fund accounting
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.
Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.
Further explanation of the nature and purpose of each fund is included in the notes to the accounts.
8
HOPE Halton Moor and Osmondthorpe Project for Everyone
Notes to the accounts continued
for the year ended 31 March 2025
| 2 Contracts, grants and donations Leeds Christian Church Trust (LCCT) Leeds City Council (ABCD) Leeds City Council (Adult Social Care) Volition Leeds Voluntary Action Leeds Other donations 3 Restricted funds Transferred on incorporatio £ Better Build Solutions - LCCT Household Support Fund 72 LCC ABCD - Volition Leeds - Voluntary Action Leeds - Voluntary Action Leeds - NHS Exercise 150 LCCT - Older peoples activities 35,493 35,715 |
Incoming £ 300 11,000 25,000 5,000 1,350 23,600 - 1,130 - 67,380 |
2025 Unrestricted funds £ - - 53,117 - - - 53,117 Outgoing £ 300 11,072 1,650 5,000 1,350 23,600 150 1,130 35,493 79,745 |
2025 Restricted funds £ 12,130 25,000 - 5,000 24,950 300 67,380 Transfers £ - - - - - - - - - - |
2025 Total funds £ 12,130 25,000 53,117 5,000 24,950 300 120,497 Balance c/f £ - - 23,350 - - - - - - 23,350 |
|---|---|---|---|---|
Purpose of restriction
Fund name Purpose of restriction Better Build Solutions Towards the cost of the Christmas lunch. LCCT Household Support Fund Towards the cost of running the Community Food Pantry, Thermal Clothing and services supporting keeping well over the winter months. LCC ABCD Towards the cost of work focussed on engaging the skills, knowledge and talents of citizens living in the community. Volition Leeds Towards blankets, thermals and food purchases. Voluntary Action Leeds Food pantry energy funds. Voluntary Action Leeds Food pantry energy funds. NHS Exercise Towards exercise sessions and creative activities. LCCT Towards a new freezer. Older peoples activities These are the funds transferred from HOPE Halton Moor and Osmandthorpe Project for Elders and is therefore restricted to work with older people whereas the reporting charity's objects are wider.
4 Related party transactions
Trustee expenses
No trustee received any expenses during this year or the previous year.
Trustee remuneration and benefits
No trustee received any remuneration or benefit during this or the previous year.
9