ST LUKE'S ADVICE SERVICE
(RL'gistered Charllty Number 1094894)
ANNUAL REPORT OF THE TRUSTEES FOR THE
YEAR ENDED 31ST MARCH 2024
REFERENCE AND ADMINISTRATIVE I)F,TAILS
Tlie Trustees
'rh¢ I'l￿SteeS wlio held office at 31 $1 March 2024 were.. -
Rev Martin Poole. Vicar of St Luke's Proslonville and Chairinan in accordancc with zhe
constitulion of the Ti'ust
Michael Gray (Ti'easurer)
Kathryn Mouiitford
Erin Callaglian
Peter Ball (appointed 5 January 2024)
Jaiini¢ l.cc
STRUCTURE, GOVFRNA.NCE AND IIIANAGEMENT
Governing Insti'uillent
Thc Si Lukc's Advice Service Trust was Constituted on 7 Novcinber 2002. An ainendcd Coiistitution
Wi15 adopted on 13, April 2018.
PrinLipal oifiee of tlie Charity
Its acldress is 13righthelin Centre, North Road, Drighton BNI I YD
OBJECTS AND ACTIVITIES
Th¢ object of the 'fi'ust is thc pi'ovision of a Clii'i.slian advicc sei'vic¢ for Ilic relicf of pei'sons who dre
in conditiL)ns of need, distress or Iiardsliip in Briglilon and l-love and nearby districts.
The 'fruslces met moiithly with the Service Manag¢r. Addiliondl Ineetiiigs were h¢ld to discuss
mailers of inimedidtc conceii).
FINANCIAL REVIEW
Fin&neial Ileview of the Period
Wc have coiil'iriued lo rcceive si£eable grant% from tlie Moneyworks and Advice Partnersliips. the
gi'oups iii wl)ich wc al'e involved iii the Local Autliority financing agi'ee117eiits. ThL5C fiinds are
adiiiinistercd by Citi£ens Advice oli behalf of the Local Authoi'ity aiid we received an agrced portion.
This year was tli¢ tliird of thc ihree yeai- award pei'iod following thc partnerships, succ¢5sful bid5 for
tlirec ycars. Thc Council has cxtciided the period of ilie dward for a fLiilhci- Iwo ycars.
We received very generous grants from Sussex Community, Garfield Weston Trust, Southern
Charitable. Grocerfs Trust, Advice UK. Chalf Cliff, Rotary Club, Enjoolata, Foyle Foundation,
Trusthouse Forte, Locality Locality, Dodgson and Robertson Hall Trusts
We liave continued i'o receive personal gifts and a variety of donations froin orgaiii5ations including
Crowd funding. Wilh Tax recovcry. these ainounled to £29637
TrusleLs made a decision to inci'easc tlie staffiii&i to enable greater capaeity for cliellts and volunteers,
and make the servicL Inoie resilient. As a cons¢qucnt costs haTre increased. Despite ihcre b¢ing a

small surplus for the ycar. the year-¢nd reserves did not meet our policy to hold three months,
expenditure as a reserve
Reserves Policy
The ongoing &ction rcferred to in last year's rcport lcd to a crowd funding appeal that r¢sulted iii
£15459 beiiig raised. Thc financial position at tli¢ end of 202312024 showed we were bclow our
reserve polic), but steps were quickly taken by the trustees to increase oiir fundiiig pipclin¢ and raisc
immediate funds lo eiisure cxpeiiditure is met and the charity has sufficient funds, including ihe
restoration of its i-eserves.
Risk Management
The major risks to which the Charity is exposed, as identified by the Trustces, have been r¢viewed
and systcin5 Pllt in place to iniligatc ihos¢ risks. All grants that are available to the Trusi have been
activcly sought.
The Trustccs employed a Service Manager full-time and four part-time staff in the year.
1 Oth May 2024
Dated.
Signcd.
..(Cliairman)

Indcpendent Examiner's report to the Trustees of St Luke's Advice Servicc
I report on the accounts of the Trust for the period ended 31 March 2024
which are set out on the attached pages.
st
Respective responsibilities of the Trustees and the examiner
The Charity's Trustees are responsible for the preparation of thc accounts. The
charity's trustees consider that an audit is not rcquired for this year under section
144(2) of thc Charities Act 2011 (the 201 l Act) and that an independent examination
is needed.
It is my rcsponsibility to
examine the aL'counts under section 145 of the 2011 Act
to follow Ihe procedures laid down in the general Directions given by ihe
Charity Commission under section 145(5)(b) of thL 2011 and
to stste whether particular matters have come to my altention.
Basis of independent cxamincr's report
My examination was carried out in accordancc with the general Directions given by
the Charity Commission. An examination includcs a rcvicw of the accoiinting rcLords
kept by the charity and a comparison of thc accounts presentcd with thosc rccords. li
also includes consideration of any unusudl itenis or disclosurcs in the accounts, and
seeking cxplanations from you as triistees conccrning any such matters. 'I"he
proccdurcs undertaken do not provide all thc evidence ihat would bc rcquircd in an
audit and Lonsequently no opinion is given as to whether the accounts prL'sent a "true
and fair view" and the report is limitcd to those matlers set oul in the statemcnt bclow.
Independent examiner's statement
In connection with my examination, no matter has come to my attenlion:
which gives me reasonable cause to believe in any matcrial respect the
trustees have not mct thc requirements to cnsurc that..
proper accounling records are kept in accordancc with scction 130
of the 2011 Act, or
accounts are prepared which accord with the accounting records and
comply with the requirements of the 2011 Act.
to which, in my opinion, attention should be drawn in ordcr to enable a
propcr understanding of the accounts to be reached..
.(dated)
.(signed)
Dcnise Tucker, B.A
66 Kings Way
Burgess Hill
R1115 orp

ST LUKE'S ADVICE SERVICE
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31ST MARCH 2024
Current Account
Notes Unrestricted Reslricled
Funds
Funds
TOTAL
FUNDS
2024
Reserve
Account
TOTAL
FUNDS
2023
Incoming resources
Grants from Staltslory Bodies
Grants from Trusts
Donations from Churches
Personal Donations
Legacy
Tax Recovery
Interest
Refund
Total incomlng resources
2a
27,391
77,000
2a
2b
2b
2b
2b
27,391
77.000
30,423
40,010
25.414
25,414
16,506
4,212
229
4,212
229
11
1.576
21
2b
129.816
4.441
Resources expendgd
St8tt Cosls
Accornmodation
Fund Raising
Man8gemenl costs
Total resources expendgd
134,257
88,536
3a
102,044
9.893
102,044
9,893
81,288
9,924
3a
3a
18,648
130.583
18,646
130,583
16.353
107,565
Net incominglloutgolng) resources
Transfer of funds
Other recognised gainsllosses
Net movement in funds
(767)
4,441
3,674
(19,029)
{767}
4,447
3,674
Total funcls brought forward at 31 March 2023
119,029)
5,462
17,755
23,217
Total tunds carrlèd forward at 31 March 2024
42,247
22,196
26,891
23,218

ST LUKE'S ADVICE SERVICE
BALANCE SHEET AT 31 MARCH 2024
Notes
2024
2023
Fixed assets
Tangible fixed assets
Investments
Total fixed assets
Current assets
Debtors
Short term deposits
Cash at bank and in hand
23,4B5
23,485
27,576
27,576
Advance payment
Creditors.. amount8 falling due within one year
268
7b
686
26.890
23,217
Net Gurrent assets
Total assets less current liabllities
26,891
23,218
23,218
NET ASSETS
Funds
4,695
5,464
Current account
22,196
17,754
Reserve account
26,891
23,218
Approved by the Trustees
and signed on their behalf
Rev Martin Poole
Chairman
The accompanying notes torm a part of these financial statements.

ST LUKE'S ADVICE SERVICE
NOTES TO THE FINANCIAL STATEMENTS (continued)
YEAR ENDED 31 MARCH 2024
3 Resources expended
Current Account
Reserve
TOTAL
FUNDS
TOTAL
FUNDS
Unrestricted Restricted
Account
2024
2023
TRUST AcfiviTIES
Staff Costs
Manager & Volunleers
Pension costs
Health & Safety
Volunteer expenses
Running Costs
Accommodation
Subscriptions. Fees & Licences
Case Management
Telephone & Internel, including VOIP
Printing, Software, Postage & Stationery
Insurances
Removal costs
Books & Training
SOS Systems
Office Supplies
Local Giving Fees
Oepreciation
95054
5964
952
74
95,054
5,964
952
74
77,033
3,277
978
9893
4SOO
8236
1309
1846
729
138
839
373
80
180
316
130 583
9,893
4,600
8,236
1,309
1,846
729
138
839
373
80
180
316
130,583
9,924
5,914
3,670
1,046
1,765
696
50
834
328
97
180
1,773
107,565
Governanca costs
Independent examination fee
Cost of annual accounts
Total resources expended
130,583
130,583
107 565

ST LUKE'S ADVICE SERVICE
NOTES TO THE FINANCIAL STATEMENTS
FOR YEAR ENDED 31 MARCH 2024
TOTAL
TOTAL
Tangible Fixed Assets
2024
2023
Brought forward
Additions
Less DepreGiation
316
316
1773
1773
DEBTORS
2024
2023
INVESTMENTS
PAYMENT IN ADVANCE
2023
CREDITORS
2024
Uncleared cheques
Pension
268
686
686
268
Expenses or other payments
No expenses or payment5 were made to any of the trustees

ST LUKE'S ADVICE SERVICE
NOTES TO THE FINANCIAL STATEMENTS
PERIOD ENDED 31ST MARCH 2024
1. Accounting policies
AcGounting convention
These accounts have been prepared in accordance with Accounting Standards and Accounting and
Reporting by Charities- Statement of Recommended Practice {FRSSE) and the Charities Act 2011
TFte accounls have been prepared under Ihe historical cost convention.
b Funds accountlng
CurTrnl account
The current account is used for day to day expenses
ReseNe account
Tax repayments arè added to the reseNe account.
Incoming resources
Voluntary income and capit81 sources
Grants and donations are recognised when they are due and payable
Income tax recoverable on covenants or gift aid donations is recognised when the income
is received.
Bank interest
Bank inlÉresl is accounted for when receivable
d Resources used
Expenses are accounted for when they fall due.
e Fixed Assots
Fixed Assets are shown at cost less depreciation. Equipment is written off in year of purchase.

ST LUKE'S ADVICE SERVICE
NOTES TO THE FINANCIAL STATEMENTS (continued)
FOR THE YEAR ENDED 31ST MARCH 2024
2 Incoming resources
TOTAL
FUNDS
TOTAL
FUNDS
Period Ended
2023
CurreT)t Account
Unrestricted Restrioled
Reserve
Account
2024
Grants
CAB
Garfield Weston Trust
Sussex Community
Robertson Hall Trust
Community Trust of the Blessed Virgin Mary
Brighton& Hove Council
Southern Charitable Trust
Big Lottery Awards lor All
Grocer's Charity
Advice UK
Homily Trust
Chalk Cliff Trust
Rotary Club
Enjoolata
Foylo Foundation
Trusthouse Forte
Clothmak8rs
Locality Locality
Dodgson Trust
27,391
15,000
10,000
4,500
30,133
27,391
15.000
10,000
4,500
10,000
7,708
3,000
290
3,000
3,000
9.550
5.000
1,000
5,000
1,000
2,000
1,000
3,000
3,000
500
5,000
7,500
10,000
5,000
7,500
10,000
2,572
10,000
3,000
104,391
10,000
3,000
104,391
3,680
70,433
b Donations
3,711
Local Giving
Crowd Funder
Personal Giving - Gift Aided
- Other
Easy Fundraislng
3,829
15,459
4.970
1.105
51
3,829
15,459
4,970
1,105
51
11
4,212
29,637
10,523
2,257
15
Refund
Tax Repayment
4,212
4,212
1,576
18,082
25,425
Investment Income
Interest
229
229
229
229
21
21
d Other other incoming resources
88,536
Total Incoming resources
129,810
4,441
134,257