Lollipop (York & District)
(Charity number: 1105538)
Trustees annual report & financial statements for the year ended
31st March 2023
Charity accounts preparation & independent examination service
Lollipop (York & District)
(Charity number: 1105538)
| Contents | |
|---|---|
| Index | Page |
| Report of the Trustees | 1 |
| Independent Examiner's Report | 4 |
| Receipts & Payments Accounts | 5 |
| Statement of Assets and Liabilities | 6 |
| Notes to the Accounts | 7 |
Trustees' Annual Report
From: 1st April 2022
To: 31st March 2023
Charity's full name
Lollipop (York and District)
Registered Charity number
1105538
Objectives and activities
Summary of the purposes of the charity set out in its governing document
Support for children, young people and young adults with any level of deafness, and their families, by the provision of social and emotional support. To provide social activities with the object of supporting development of independence, confidence and wellbeing of deaf children, children of deaf adults and deaf young adults. Support from Lollipop is for deaf children and young people aged 0 to 25 and their families, including siblings and the extended family. We also support hearing children of deaf adults. Members come mainly from York and North Yorkshire with additional members from surrounding areas. We welcome members regardless of personal background, faith, gender or personal circumstances. The charity also works hard to raise awareness of deafness and its implications amongst the wider community.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities,
Many deaf children and their families have feelings of exclusion and isolation. Lollipop offers the opportunity to meet and build friendships with others and share experience of deafness. We achieve this by offering a diverse range of social, information and support activities which aim to provide something of interest for everyone. ln a relaxed and informal setting members are encouraged to try something new, express themselves freely and realise their true potential. ln doing this they build confidence, increase self-esteem and develop self-identity.
The trustees consider that they have complied with their duties to have due regard to the public benefit guidance
Achievements and performance
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.
Chair’s report on behalf of the Trustees 2022-2023
I, Laura Walker have been a trustee of Lollipop since March 2021 and Chair since July 2021. There have been a lot of changes at Lollipop since I became Chair, as we faced the possibility of not gaining sufficient funding to continue. However due to the Lottery Bid finally coming through at the last minute we have secured full core funding costs for three years. We as trustees and staff are delighted with this and feel positive for the future of Lollipop as a Charity supporting those members who require our input.
Thanks
So, a big thank you to all the staff, Deb who was able to step up and fill Heidi’s maternity leave, Anna, Abi, and Cheryl who remain a very dedicated team, who are willing to be adaptable to the changes that we have needed to continue to meet our member’s needs. Unfortunately, Becky felt the time was right for her to move onto new things. We wish her all the best for her future.
I would like to thank the Board of Trustees; Nathan (Vice Chair), Jason (Treasurer), Amanda, Claire, and Jayne for their time in attending meetings, fundraising activities and events that have been held throughout the year.
Thank you also to all our volunteers – old and new. Also all family members who come to fundraising events and help get to support us it is much appreciated.
Activities and events
Staff are attending activities and fundraising events to ensure families are well supported at all of these. There have been garden parties, Footgolf, Pilot Theatre, Story craft theatre, ‘I can Play’ Halloween party, Mini Munchkins messy play, and sublime science to name a few.
The staff are committed to working on a rota system for each of these activities to ensure the needs of members are always met.
On 4th May 2023, Lollipop held a Deaf Services Fair which enabled many more local deaf services to come together and support our members, and the wider deaf community. This was a great success following on from last year as members were signposted to several different services that they may not have been aware of. This is an event that we would like to build upon and we are now looking for a bigger and more suitable venue to accommodate everyone for 2024.
Lollipop continues to maintain a presence across social media platforms to keep members informed via Facebook, Instagram, the Lollipop website and e-newsletters with BSL videos.
Funding
Our main funding grant from The Lottery was finally secured after a long process that nearly saw Lollipop having to wind down. Fortunately, thanks to lots of hard work from Deb with contributions and from the rest of the team, we were able to secure funding for most of the core costs of the charity for the next 3 years December 2026. However, as a response to the growing needs of the charity we still need to find extra funding that is required, for example for activities, new projects and IT equipment that desperately needs to be updated.
We have also had support from local supermarkets, schools, communities, and businesses, Tesco, Co-op, Charles Brotherton trust, Norman Collinson charitable trust, Liz and Terry Bramell Foundation, and Sylvia and Colin Shepherd and A Magic Little grant, we are extremely grateful to all our donors and supporters. Personal donations were also gratefully received.
1
The main fundraisers which saw members also join us were the Dragon Boat race and St Crux were well supported and raised the profile of Lollipop too. Hannah Wray and Phoebe Ranking raised an amazing £795.
Partners
York and District Deaf Society main partnership. We have continued partnerships with Music and the Deaf (I Can Play project), and York St John’s University.
Also sustaining our close working partnerships with other deaf services such as Teachers of the Deaf at the City of York Council. We now have a drop-in session at the Deaf Café once a month.
Membership
We are currently supporting nearly 200 families who receive input from us. We hope to re-engage with more families living in North Yorkshire after levels dropped during Covid.
Future Goals and Aspirations
In the first year of the Raising Aspirations project, we intend to build upon the success we have had in reengaging members after the restrictions of the pandemic by holding bespoke events to raise the hopes and aspirations for Deaf youngsters and their families in our area. City of York Council records show there are around 160 deaf and hearing-impaired babies, children, and young people just in the York District.
We also aim to invite ‘guest speakers’ such as past Lollipop members or other deaf role models to talk about their experiences, how they overcame any hurdles and share their successes, to inspire and encourage our members and their families that deafness doesn’t need to hold them back and so raise their aspirations for the future.
Working together with Teachers of the deaf we hope to identify and engage with any of those families who are not already members. Also, we hope to work towards re-engagement with families living within the North Yorkshire Council area who lapsed membership during the pandemic, to restore our membership data base closer to pre-pandemic levels.
Our activities will be held throughout York and North Yorkshire postcode areas.
| YEAR | PLANS |
|---|---|
| Year 1 | ~~∙~~∙∙∙∙∙∙~~∙~~ Consolidate work currently taking place since lifting of pandemic restrictions. Work with Local Authority Teachers of the Deaf to devise a strategy that will attract York families with deaf children who are not already members of Lollipop. to invite them to events and eventually membership. 4 new families will have attended 1 or more events. Implement members focus groups to evaluate, plan and develop Lollipop activities. Arrange and deliver monthly trips or workshops for each age group in term time Organise and launch monthly ‘drop in’ surgeries at a free, accessible venue. Improve fundraising strategies and train staff or volunteers in developing mixed streams of revenue Devise and deliver campaign to encourage monthly donations from members Organise and host Deaf Services Fair |
| Year 2 | ∙∙∙∙∙~~∙~~ Arrange one aspirational speaker per term Organise and host Deaf Services Fair Research possibility of reintroduction of outreach projects outside of the York district. Possibly working with North Yorkshire TOD. Devise and deliver annual campaign to local schools to hold fundraising event on our behalf. Arrange and deliver monthly trips or workshops for each age group in term time Arrange and deliver 4 peer support groups per month |
| Year 3 | ~~∙~~∙∙∙∙∙~~∙~~ Hold a celebration during Deaf Awareness week to mark our 20th Anniversary and achievements. Devise and deliver annual campaign to local businesses to hold fundraising event(s) on our behalf. Arrange and deliver monthly trips or workshops for each age group in term time Arrange and deliver 4 peer support groups per month Arrange one aspirational speaker per term Run at least one outreach project outside York. Organise and host Deaf Services Fair |
Financial review
Review of the charity’s financial position at the end of the period
The income is less than expenditure again this year. We have however now secured three year funding from The Lottery starting from January 2023 which is paid quarterly. This year's accounts only reflects the first quarter funding, whereas we will have a full year's funding in subsequent accounts. This should result in a better position next year with the reserves figure being maintained.
Statement explaining the policy for holding reserves stating why they are held
Reserves to not go below £20,000 to enable the payment of winding up costs and redundancies.
2
Amount of reserves held
£20,264 of unrestricted reserve
Reasons for holding zero reserves n/a
Funds materially in deficit
none
Explanation of any uncertainties about the charity continuing as a going concern
If things do not improve financially in the next 6 month to 1 year we may have to discuss closing the charity down or reducing staff. We are very much reliant on the lottery funding.
Structure, governance and management
| Description of the charity's trusts | |
|---|---|
| Type of governing document | Constitution |
| How the charity is constituted | Association |
| Trustee selection methods including | Appointed by co-option, elected by members during AGM |
Reference and administration details
Charity's full name Lollipop (York and District) Other names the charity is known by Lollipop
Charity’s principal address 3 Woodward Way Thorpe Willoughby Selby
Postcode YO8 9FQ
Names of the trustees who manage the charity
| Trustee name | Trustee name | Office(if any) | Office(if any) | Dates acted if not for whole | Name ofperson(or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|---|
| Names and addresses of advisers Chair Treasurer Trustee Secretary Vice Chair Laura Walker Trustee Jason Drobig Jayne Ball Nathan John Armstrong Claire Elsdon Amanda Smith |
|||||
| Type of adviser | Name | Address | |||
| YO1 7PR Karen Wood ACMA Outsource Accountancy Services & Independent Examinations Hiscox Building, Peasholme Green York Independent Examiner |
Declaration
The trustees declare that they have approved the Trustees Annual Report and Accounts
Signed on behalf of the charity's trustees
Signature Full Name Position Date
3
Independent examiner’s report to the trustees of Lollipop (York & District)
I report on the accounts of: Lollipop (York & District) for the year ended: 31st March 2023 which are set out on pages 5 to 9.
Responsibilities and basis of report
As the charity trustees of the Trust 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 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. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
-
1 accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
-
2 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.
Karen Wood (ACMA)
12/01/2024
Date:
Outsource independent examination
service The Hiscox Building Peasholme Green York YO1 7PR
4
Lollipop (York & District)
(Charity number: 1105538)
| 31st March 2023 Receipts &payments accounts for theyear ending: |
31st March 2023 Receipts &payments accounts for theyear ending: |
31st March 2023 Receipts &payments accounts for theyear ending: |
31st March 2023 Receipts &payments accounts for theyear ending: |
31st March 2023 Receipts &payments accounts for theyear ending: |
|---|---|---|---|---|
| Total receipts for accounts Total receipts Receipts Grants Business donations Individual donations Fundraising activities & events Community donations Trust & Foundation donations Sundry income JRS Grant Payments Activities Salary costs & Session workers General running expenses Payroll costs Premises costs Volunteer & Staff expenses Transfers between funds Balance brought forward Balance carried forward Net of receipts/(payments) Fundraising costs Equipment Independent examiner's fees Total payments for accounts Total payments Furloughed staff payments Bank & paypal charges HR consultancy service |
Unrestricted funds £ - 325 88 1,068 6,560 10,546 18,587 - 18,587 1,740 51,804 597 4,907 1,482 406 823 565 300 16 1,310 63,950 63,950 (45,363) - 65,627 20,264 |
Restricted funds £ 23,745 - - - - - - 23,745 23,745 1,791 13,533 207 464 - - - - - - 1,118 17,113 17,113 6,632 - 725 7,357 |
2023 Total funds £ 23,745 325 88 1,068 6,560 10,546 - 42,332 - 42,332 3,531 65,337 804 5,371 1,482 406 823 565 300 16 2,428 81,063 - 81,063 (38,731) - 66,352 27,621 |
2022 Total funds £ 25,825 - 2,000 360 8,892 1,606 78 |
| 38,761 | ||||
| 4,247 | ||||
| 43,008 | ||||
| 5,532 60,188 668 10,006 1,937 544 175 1,157 300 - - |
||||
| 80,507 | ||||
| 4,247 | ||||
| 84,754 | ||||
| (41,746) - 108,098 |
||||
| 66,352 |
5
Lollipop (York & District)
(Charity number: 1105538)
| Statement of assets and liabilities at: | 31st March 2023 | 31st March 2023 | 31st March 2023 | |
|---|---|---|---|---|
| Current bank account Paypal Liabilities Independent examination fee Assets Cash at bank and in hand |
Unrestricted funds £ 20,187 77 20,264 Unrestricted funds £ 350 350 |
Restricted funds £ 7,357 - 7,357 Restricted funds £ - - |
2023 Total funds £ 27,544 77 27,621 2023 Total funds £ 350 350 |
2022 Total funds £ 66,352 - |
| 66,352 | ||||
| 2022 Total funds £ 300 |
||||
| 300 |
6
Lollipop (York & District)
(Charity number: 1105538)
Notes to the Accounts for the year ended:
31st March 2023
1. Basis of accounts
The Trustees have taken advantage of section 144 (2) of the Charities Act 2011 and prepared the accounts on a receipts and payments basis.
2. Analysis of funds
2.1 Details of restricted funds
Purpose
Linden Trust Towards music workshop &activities Deaf Sport Towards sporting activities Brotherton Trust Towards activities Lottery grant Towards running costs and activities as set out in budgets
2.2 Movement of major funds
| Total Total Funds Brotherton Trust Deaf Sport Lottery grant Linden Trust Unrestricted funds Restricted funds |
Balance b/fwd £ 65,627 400 - 325 - 725 66,352 |
Incoming resources £ 18,587 - 529 - 23,216 529 19,116 |
Resources expended £ 63,950 400 521 325 15,867 17,113 81,063 |
Transfers £ - - - - - - - |
Balance c/fwd £ |
|---|---|---|---|---|---|
| 20,264 | |||||
| - 8 - 7,349 |
|||||
| 7,357 | |||||
| 27,621 |
7
Approval of Accounts for the year ended: 31st March 2023 The report and accounts were approved at a meeting of the Trustees held on: Date Signed for and on behalf of the Trustees: Signature Signature Name Name Position (e.g. Chair etc) Position (e.g. Chair etc) Date Date
8