**SUE LAMBERT TRUST (A Company Limited by Guarantee)** 

## **FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024** 

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## **CONTENTS** 

||Page|
|---|---|
|**Reference and Administrative Details of the Charity, its Trustees and Advisers**|2|
|**Trustees' Report**|3 - 12|
|**Independent Auditor's Report**|13 - 16|
|**Statement of Financial Activities**|17|
|**Balance Sheet**|18|
|**Statement of Cash Flows**|19|
|**Notes to the Financial Statements**|20 - 33|



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## **SUE LAMBERT TRUST** 

## **REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 31 MARCH 2024** 

## **Trustees** 

Mr B S Higham (Chair) Mr D B Vail (resigned 11 September 2024) Ms T Florence (resigned 12 April 2024) Ms M Carson (resigned 21 February 2024) Mr N J Horsley-Heather (appointed 10 July 2023) Ms C Stevens (resigned 4 June 2024) Ms A Soanes (appointed 29 April 2024) Ms H Myers (appointed 28 February 2024) Ms L Kinchenton (appointed 26 June 2024, resigned 15 December 2024 Ms D Bishop (appointed 8 October 2024) Ms C Lowes-De Bank (appointed 11 November 2024) 

## **Chief Executive Officer** 

Mr D C Evans 

**Company registered number** 06217814 

**Charity registered number** 1120957 **Registered office** St Julians Hall 6 Music House Lane Norwich NR1 1QL **Independent Auditors** Price Bailey LLP Chartered Accountants Anglia House, 6 Central Avenue St Andrews Business Park Thorpe St Andrew Norwich Norfolk NR7 0HR 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT FOR THE YEAR ENDED 31 MARCH 2024** 

The trustees submit their report along with the financial statements of the charity for the year ended 31 March 2024. The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity’s governing documents, the Charities Act 2011 and the Charities SORP (FRS 102). 

## **Objectives of Sue Lambert Trust** 

The objectives of the charity are to preserve and protect the mental and physical health of people who have suffered sexual assault, sexual abuse and/or domestic violence, and to advance public education about all matters related to sexual violence. 

## **Our vision** 

We believe that everyone has the potential to heal from the trauma of sexual and domestic abuse with access to the right help.  Our vision for the future is to be part of a society where anyone who needs support can easily and promptly access professional, compassionate and personalised therapy to aid that recovery. 

## **Our mission** 

Our mission is to provide a safe, respectful, and welcoming space for all people who have experienced sexual abuse or sexual violence at some point in their lives: helping them to recover, heal and build resilience following this trauma. 

We can’t change the trauma that people have experienced, neither do we ‘fix’ people. At Sue Lambert Trust, we walk beside our clients, providing people with a kind, compassionate, safe and supportive space where they can access specialist support from professionally qualified counsellors 

## **Our clients** 

Anyone aged 11 or over can self-refer to Sue Lambert Trust. The people we support range from young teenagers to those in later-life, people who may have suffered abuse decades ago and have struggled to live with its lifelong impact. All our clients have experienced, or are experiencing, trauma in response to sexual abuse or sexual violence. 

## **Our roots** 

The Sue Lambert Trust (SLT) was established in 2007 following the merger of Norwich Rape Crisis, which was established in the early 80’s, and Mpower. It is constituted and registered with the Charity Commission for England and Wales number 1120957 and became incorporated in England and Wales under number 06217814. 

## **Where we are now** 

During 2023/24 our focus was to continue to drive forward our aim to increase our capacity by supporting more counselling sessions, reduce the time people were waiting for counselling, continue to nurture and develop our teams and raise the amount of funding we attract to increase our capacity and enable us to support more people who need our specialist support, sooner. 

This past year, we have made operational improvements including the full introduction of  a new CRM system to support our client work which has enabled us to capture data, outcomes and feedback coupled with co-producing many of our service delivery we have been able to ensure that we deliver what is needed and required by our clients. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

Our team has been strengthened too, and in September 2023 we welcomed our new Head of Counselling, Warren Cathrine after two years where this position was successfully filled by temporary senior counsellors.  Warren has brought over 10 years of counselling and management experience and joins the Senior Management Team to progress our counselling and service offer. 

## **The year in review:** 

This approach involves three elements that are discretely effective and for some may be a process, whilst for others engagement at just one stage may provide the greatest benefit. 

## **Strand 1:  Recover, heal and build resilience** 

Our specialist support services for survivors of sexual abuse and sexual violence are organised around a trauma-aware, professional and non-directive, person centred approach that provides a coherent journey for our clients. 

This approach involves: 

_**Recovery, groundwork and stabilisation**_ : we support our clients to develop their sense of safety and increase their ability to self-regulate. Alongside this, we provide opportunities for our clients to explore coping strategies to help manage symptoms of their trauma. 

• 185 clients accessed the service during the year with support for debt, finances, benefits, housing, advocacy. We made 2,750 contacts with clients.  We also delivered 134 emotional stabilisation workshop sessions. 

_**Healing and therapy**_ : we are always looking to increase  the range of therapeutic interventions we can offer, based on ourclient’s needs. 

- 455 people accessed support through our counselling service providing up to 52 individual sessions each.  We also re-introduced our EMDR provision to three of clients. 

- 8,832 counselling and EMDR sessions were provided through our network of 45 professionally trained, qualified counsellors. 

_**Building resilience and reintegration**_ :  we provide opportunities for clients to grow their social and support networks; supporting clients to build up resilience and develop a greater sense of safety. 

- 184 peer group sessions were held 

- We were able to run 8 different groups, facilitated by our trained facilitators. An increase on last year. 

- Our outreach programme successfully established working partnerships with 9 different organisations including: 

Magdalene Group (Emotional Skills Workshop), MensCraft (Emotional Skills Workshop), Opening Doors, New Routes, Gyros, Feather Futures, CGL (Great Yarmouth), Mind (Great Yarmouth) and The Bridge Project. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **The impact of our work** 

We ask every client for feedback at the end of their therapeutic programme to assess the impact of our work and ensure we are always delivering from a place of kindness and compassion. 

73.5% of our clients reported a clinical or significant improvement in their mental health and wellbeing (CORE Analysis). 

During 2023/24 our clients reported the following positive outcomes: 

85% reported that the therapy helped with their emotional wellbeing (12% as not applicable) 95% reported that the support improved their coping mechanisms (5% as not applicable) 85% reported that the support helped with their self esteem (8% as not applicable) 73% reported that the support reduced their suicidal thoughts (25% as not applicable) 85% reported that the support helped with their relationships (4% as not applicable) 

_‘When I first came to Sue Lambert Trust I had convinced myself that I couldn't / wouldn't be helped and that I was to blame for what happened. What I experienced couldn't be further from that. I was treated with respect, empathy and kindness. I can now confidently say that Iam able to trust my feelings and memory and most importantly I know that it is not my guilt or shame to hold onto anymore. Thank you Sue Lambert Trust!’ Client_ 

## **Strand 2: Clients’ voices** 

Our clients are at the very centre of our organisation and the client voice is heard and considered throughout our charity.  As an organisation we provide the opportunity for clients to tell us about their experience and assure them that we shall listen carefully and respectfully to what they say. 

During the year we worked with our clients to trial a co-production approach in designing and implementing some of our peer support groups and resilience groups.  This resulted in an increase in engagement and client support of the group.  Based on this successful trial, we are now developing a co-production strategy for the whole organisation. 

Clients who responded to a request for feedback (7% response rate) told us: 

100% felt listened to when communicating with Sue Lambert Trust 100% considered Sue Lambert Trust as a professional organisation 95% felt that communications with Sue Lambert Trust were kind (5% not applicable) 100% would use the services again if needed 

During the year we implemented a new Customer Relationship Management (CRM) system which initially impacted on the client feedback and monitoring process.  Since the implementation the CRM has allowed us to be more proactive with capturing feedback and outcomes. 

One client told us that their mental health, wellbeing and relationships have greatly improved since accessing our support: 

_‘I have put that stuff behind me and want to enjoy the life I have left. I know what happened was not my fault and I have stopped saying "Sorry" to everyone for so many things, which is really good.’_ 

_‘My mental health also improved my anxiety and depression has become much easier to manage I have also have alot more good days than bad days now. My relationship with my family has improved dramatically due to doing therapy, also my social anxiety has improved massively as I am more open to speaking to new people now than I did before.’_ 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **Strand 3:  Experience and influence** 

Established for more than 40 years, Sue Lambert Trust is the main charity in Norfolk which provides support and therapeutic counselling for people who have experienced sexual violence or sexual abuse. We have a strong reputation, as a well-established and highly respected charity that delivers essential support for people in Norfolk who need us. It is recognised that we provide a service that is valuable to statutory services and their clients by contributing to discussions about how our provision supports the broader need of services across the county. 

We are an authoritative voice in the field of managing and coping with the trauma caused by sexual violence and sexual abuse, regularly approached for comments on this issue and using our platform to share our experience, expertise, knowledge and skills. We want to shed the stigma around sexual abuse and sexual violence and raise greater awareness about the lifelong impact trauma related to sexual and domestic abuse causes. It is only by using our voice, talking openly, creating, better understanding and addressing the very real issues relating to sexual abuse and sexual violence that we can create a society that actively works to prevent abuse from occurring in the first place and looks to protect those at risk. 

In January 2023 we launched our own sexual consent survey, to capture real life experience and opinions from people beyond Sue Lambert Trust clients about attitudes towards consent and people’s understanding about sexual abuse and sexual violence. The findings, alongside a client case study, were shared with Norfolk media to raise awareness of the issue and the support we provide. 

To the end of March 2024, Sue Lambert Trust received 35 pieces of (known) media coverage – in print, online and on the radio (including editorial features, interviews, news stories and requests for comment.) Our combined social media following across all channels (Instagram, Twitter, LinkedIn and Facebook) grew from 1,846 to a community of 2,170.   Ensuring an ongoing, proactive communications programme with the press and on social media ensures Sue Lambert Trust is seen and positioned as the specialists in Norfolk on issues relating to trauma and sexual abuse. 

## **Strand 4: Sustainability** 

Given the scale of the sexual abuse and sexual violence problem that plagues the UK, we know that, very sadly, there will never be a shortage of clients for Sue Lambert Trust, with demand for our support growing year on year. We must therefore build an organisation that is robust, financially secure and flexible: enabling us to grow our capacity and adapt to meet the future needs of our clients. 

We would like to thank the Norfolk Office of the Police and Crime Commissioner, the National Lottery, Henry Smith Charity, Norwich City Council, Ministry of Justice, NHS Norfolk and Waveney ICB, John Jarrold Trust, the Ellerdale Trust along with the many individuals that have supported the organisation throughout the year. 

We continue to build on our individual and regular donations to diversify our income streams and avoid over reliance on one area of income and give supporters new opportunities to engage with us and fundraise. In February 2023, we launched our own branded 24-hour sponsored silence fundraiser, generating £2,000 in public support.  Our first family fun day raised £1,500, while a team of 8 people competing in the Norfolk inflatable 5k challenge in October 2023 also raised £2,000+. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **Strand 5:  Our people** 

Without our staff and volunteers Sue Lambert Trust would be nothing.  We are committed to ensuring that all our people are well-supported, motivated and developed within the organisation as well as demonstrating our appreciation for all they do. 

As at end March 2024 Sue Lambert Trust employed 22 staff (FTE) compared with 22 staff (FTE), in the previous year. 

It is mandatory for all new counsellors to complete our induction course prior to starting work with clients.  This applies equally to qualified counsellors, counsellor trainees and support workers. 

During 2023-24 we delivered three induction courses from which we recruited 14 new counsellors. As at the end of March 2024 we had a total of 35 counsellors (43 at the end of March 2023) who have delivered 8,814 counselling sessions (8,558 sessions in 22/23). 

During the year, alongside our foundation course, we delivered a training programme for our staff teams covering the following topics: 

Pre-Trial Therapy Race Culture and Me Mental Health First Aid (for non-clinical staff) Trauma Theory and Practice Autism Safeguarding Trans Awareness 

We also introduced a new online Learning Management System to give all staff and counsellors access to online training and an online space for everyone to complete mandatory training in Data Protection, GDPR, Health and Safety, Customer Relations, Equality, Diversity and Inclusion. 

All counsellors and relevant staff receive regular clinical supervision sessions, to help them maintain their focus on clients, and to support them in managing the pressures they experience because of their roles. We also organise and host self-care and wellbeing activities for all our team members. One was held in Norwich during 2023/24 where all staff and counsellors were invited to attend a day of well-being, creativity and development including yoga, breathwork and creative expression through art and poetry. 

## **Managing the rise in demand** 

Demand on our services has continued to grow, In order to maintain our capacity, we delivered the following programmes: 

**3+Programme** – Sue Lambert Trust continued to offer payments to any volunteer counsellors who completed more than three voluntary sessions per week. With the increasing demand for our services that requires us to provide more services and ensure we have access to the trained counsellors necessary to support this escalation and the need for expertise and reliability to assure critical continuity in the client counsellor relationship has led us to recognise the need to begin the development of a paid engagement with counsellors on a sessional basis. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

**Diverse modes of service delivery** – we continued to offer sessions face to face, as well as online or by telephone, broadening our ability to reach and support people across Norfolk and using an appointment style that works best for them. 

**Case management** – we have implemented systems to provide an easily accessible overview of the client’s journey at Sue Lambert Trust and their engagement; thereby enabling counsellors to easily discuss matters with their Senior Clinical Leads and clinical supervisors.  This resulted in counsellors receiving the support they required, when they needed it. 

## **Future Challenges and Growth** 

More people than ever before need us, demand for support continues to grow, but our funding does not. Looking ahead, we know we need to attract more funding in order to meet rising demand and increase our capacity to deliver this specialist essential support for survivors in Norfolk. 

In the coming financial year, Sue Lambert Trust will be launching a campaign called More Room to Care which aims to: 

- Call on people in positions, in government departments, at the Office of the Police and ...     Crime Commissioner in Norfolk and the NHS to increase our funding 

- •� Launch a fundraising campaign to raise £290,000 to fund new, larger, more appropriate .counselling premises in Norfolk so we can increase our capacity, offer more appointments 

- .     and reduce our waiting list. 

- •� Increase public awareness about the rising numbers of people who are living with the .    impact of trauma, after suffering sexual abuse and sexual violence. 

We will be engaging with Norfolk MPs, inviting them to the charity to hear firsthand why we need more funding, applying to grants and trusts, reaching out to the local business community to generate increased financial support and using PR to tell our story, educating people about the sexual violence crisis in Norfolk to build public support for survivors and our charity. 

## **Partnerships** 

Sue Lambert Trust have formal partnerships in pursuant of its organisational objectives with: 

- Daisy Programme 

- 1:1 Project 

- Brave Futures 

- Norfolk and Suffolk Foundation Trust Complex Pathway Sexual Abuse and Assault Service. 

## **Financial results** 

## **Funding received** 

Sue Lambert Trust continues to receive funding from the Ministry of Justice Rape Support Fund, the Office of the Police and Crime Commissioner Norfolk, Norfolk and Waveney ICB, Norwich City Council and the National Lottery.  We were also successful in raising significant core funding from charitable trusts including the Henry Smith Charity along with local trusts including Ellerdale, and John Jarrold Trust. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **In year results** 

During the period, the charity raised £1,074,059 (2023: £645,606) with 49% (2023: 75%) of income coming from the Norfolk Police and Crime Commissioner and the Ministry of Justice. Revenue expenditure incurred was £1,064,727 (2023: £746,154) with 52% (2023: 60%) of expenses being salaries. The £9,333 surplus surplus was made up of unrestricted funds. 

The Board of Trustees has approved three designated funds in support of our future goals. These are: 

- 

- Increasing capacity and developing new client services 

- Invest in securing financial sustainability through fundraising and external 

- communications 

- Provision for premises expenditure following the acquisition of Music House Lane. 

## **Reserves policy** 

To ensure that sufficient funds are available to manage potential future liabilities and maintain full service delivery, Sue Lambert Trust aims to set aside an amount of free reserves to cover a minimum of three months’ running and operational costs. Sue Lambert Trust intends to hold a further minimum of three months’ operational costs to allow a phased withdrawal of services, any severance payments due to staff should the need arise, our Great Yarmouth lease liability until the break clause in 2027 and three years’ planned maintenance and repairs costs to ensure it can meet its obligations to maintain its building. 

It is key for the wellbeing of our clients that access to our services is not suddenly cut off, but rather sensitively and gradually reduced should the worst happen, and the Trust has to close. 

The free reserves target based on the above scenario is recalculated annually and agreed by the trustees as part of the budget planning process. The free reserves target at the year end was £480,478 and excludes any restricted funding, designated funding, and fixed assets. 

At the end of year free reserves totalled £399,197 and represents 83% of the target. The trustees intend to build additional free reserves to meet the current target by obtaining unrestricted funding wherever possible, as well as funding which will cover an apportionment of central overheads. 

## **Public benefit** 

The Trustees confirm that they have referred to the Charity Commission’s general guidance on public benefit when reviewing the charitable company’s aims and objectives and in planning future activities and setting policy for the year as follows: 

- There is an identifiable benefit to the public from the provision of counselling and support services. This is recognised by our clients as well as Health and Social Services. These benefits are consistent with the charity’s aims and objectives. 

- Our services are accessible to all members of the public. The charity makes a clear commitment that all clients - irrespective of the minority group(s) they might represent e.g., sexual orientation, ethnicity, religion, race etc. - are welcome and able to access our services. The Board of Trustees will seek to ensure that its make-up reflects the profile of the community it serves. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **Organisation** 

The current trustees (who are also the directors of the company for the purposes of company law) and the charity’s chief executive officer, who have served during the year and since the year end, are set out on page 1 of this document. The trustees listed below have held office during the whole of the period from 1 April 2023 to the date of this report. 

Mr B S Higham (Chair) 

Other changes in Trustees holding office are as follows: 

Mr D B Vail (resigned 11th September 2024) Ms Tanya Florence (resigned 12th April 2024) Ms Maureen Carson (resigned 21st February 2024) Ms Claire Stevens (resigned 30th May 2024) Mr Nick Heather (joined 5th July 2023) Miss Heidi Myers (joined 13th February 2024) Miss Amanda Soanes (joined 26th March 2024) Mrs Linda Kinchenton (joined 26th June 2024, resigned 15th December 2024) Ms Donna-Louise Bishop (joined 8th October 2024) 

Ms Catherine Lowes-De Bank (joined 11th November 2024) 

Sue Lambert Trust recognises the need for its Board to have the relevant skills and commitment essential to the effective governance and management of the charity. The trustees meet on a bimonthly basis at full board meetings and, in addition, the finance sub-group trustees also meet bimonthly. 

Recruitment of new trustees is the responsibility of existing trustees. The recruitment policy will be based upon the principle of fairness, transparency and equality of opportunity. Relevant training is provided. 

## **Trustees’ responsibilities** 

The law applicable to charities in England and Wales requires the trustees to prepare financial statements for the financial year which show a true and fair view of the charity's financial activities during the year, and its financial position at the end of the year. In preparing the financial statements the trustees should follow best practice and: 

- select suitable accounting policies and then apply them consistently. 

- make judgements and estimates that are reasonable and prudent. 

- prepare the financial statements on an ongoing concern basis, unless it is inappropriate to presume that the charity will continue in operation. 

The trustees are responsible for keeping accounting records which disclose, with reasonable accuracy, the financial position of the charity and which enable them to ensure that the financial statements comply with applicable law. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued)** 

## **FOR THE YEAR ENDED 31 MARCH 2024** 

## **Risk management** 

The trustees conduct their own review of major risks to which Sue Lambert Trust is exposed. These procedures are reviewed periodically to make sure they still meet the needs of the charity and are as follows: 

- An annual review of the risks which the charity may face 

- The establishment of the systems and procedures to mitigate those risks identified 

- The implementation of procedures designed to minimise potential impact on the charity should any of the risks materialise. 

The trustees have determined that the following are the key risks to the charity: 

|**Category**|**Risk Description**|**Potential Impact**|**Mitigating objective**|
|---|---|---|---|
|Financial|Changes in level of<br>funding or strategy<br>of key funders|<br>Sue Lambert Trust<br>unable to continue<br>with the level of<br>service.|· Develop public fundraising<br>· Increase Trust and Foundation<br>activity<br>· Explore income generation activities|
|External|Serious internal<br>malpractice<br>resulting in serious<br>reputational<br>damage|Loss of public trust<br>impacting on<br>income, fundraising<br>and service<br>provision|<br>· Implement ongoing mandatory<br>training for all staff and counsellors<br>· Ensure internal audits of compliance<br>with policies and standards<br>· Continual development of a<br>safeguarding culture within the<br>organisation<br>· Implement reputational crisis plan|
|Service|Demand for<br>service increases<br>and insufficient<br>capacity to<br>respond|Clients are let<br>down and/or have<br>longer waiting<br>times increasing<br>vulnerability and<br>risk|· Business case and plan to increase<br>capacity to meet demand|



## **Fundraising Standards Information** 

The charity is registered with the Fundraising Regulator. Sue Lambert Trust follows the guidance issued by the Institute of Fundraising and complies with the General Data Protection Regulations and all staff and sessional contractors are mandated to complete Data Protection, GDPR and Privacy training. 

Sue Lambert Trust has a robust complaints and feedback procedure, reviewing and learning from any complaints received. During 2023 no complaints were received about the charity’s fundraising activity. 

Fundraising activities are monitored to ensure that they comply with guidelines and are in line with the values and safeguarding policies of the charity. Sue Lambert Trust does not use any third party organisations to act on its behalf in making direct unsolicited appeals to members of the general public. 

The charity does not conduct any practice that may place an individual under pressure or obligation. In the year this was monitored by the Chief Executive. 

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## **SUE LAMBERT TRUST** 

## **TRUSTEES' REPORT (continued) FOR THE YEAR ENDED 31 MARCH 2024** 

## **Auditor** 

Price Bailey LLP have expressed their willingness to act as auditors and a resolution for their appointment was passed in our April 2023 general meeting. 

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies and in accordance with the General Directions given by the Charities Commission under Section 145(5)(b) of the Charities Act 2011. 

## **ON BEHALF OF THE TRUSTEES:** 

Ben Higham (Jan 29, 2025, 7:36pm) 

…………………………………….. 

Benedict Higham 

29 Jan 2025 Date…..…………………… 

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SUE LAMBERT TRUST<br>Independent Auditor’s report to the Members of Sue Lambert Trust<br>For the Year ended 31 March 2024<br>Opinion<br>We have audited the financial statements of Sue Lambert Trust (the ‘charitable company’) for the year ended<br>31 March 2024 which comprise the Statement of Financial Activities (incorporating the income and<br>expenditure account), the Balance Sheet, the Cash Flow Statement and notes to the financial statements,<br>including a summary of significant accounting policies. The financial reporting framework that has been<br>applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 The<br>Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted<br>Accounting Practice).<br>In our opinion, the financial statements:<br>e give a true and fair view of the state of the charitable company’s affairs as at 31 March 2024 and of its<br>incoming resources and application of resources, including its income and expenditure, for the year<br>then ended;<br>e have been properly prepared in accordance with United Kingdom Generally Accepted Accounting<br>Practice; and<br>e have been prepared in accordance with the requirements of the Companies Act 2006.<br>Basis for opinion<br>We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable<br>law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the<br>audit of the financial statements section of our report. We are independent ofthe [charitable] [company] [in]<br>accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK,<br>including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with<br>these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to<br>provide a basis for our opinion.<br>Other matters<br>Sue Lambert Trust was eligible for audit exemption for the year ending 31 March 2023. Accordingly, the<br>financial statements for that year, which are corresponding figures for the period to 31 March 2024, were not<br>subject to audit.<br>Conclusions relating to going concern<br>In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of<br>accounting in the preparation of the financial statements is appropriate.<br>Based on the work we have performed, we have not identified any material uncertainties relating to events or<br>conditions that, individually or collectively, may cast significant doubt on the charitable company’s ability to<br>continue as a going concern for a period of at least twelve months from when the financial statements are<br>authorised for issue.<br>Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the<br>relevant sections of [this] [report.]<br>13<br>**----- End of picture text -----**<br>





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SUE LAMBERT TRUST<br>Other information<br>The other information comprises the information included in the trustees’ annual report, other than the<br>financial statements and our auditor’s report thereon. The trustees are responsible for the other information<br>contained within the trustees’ annual report. Our opinion on the financial statements does not cover the other<br>information and, except to the extent otherwise explicitly stated in our report, we do not express any form of<br>assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider<br>whether the other information is materially inconsistent with the financial statements or our knowledge<br>obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such<br>Independent Auditor’s report to the Members of Sue Lambert Trust<br>material inconsistencies or apparent material misstatements, we are required to determine whether this gives<br>rise to a material misstatement in the financial statements themselves. If, based on the work we have<br>performed, we conclude that there is a material misstatement of this other information, we are required to<br>report that fact. We have nothing to report in this regard.<br>Opinions on other matters prescribed by the Companies Act 2006<br>In our opinion, based on the work undertaken in the course of the audit:<br>e the information given in the trustees’ report, which includes the directors’ report prepared for the<br>purposes of company law, for the financial year for which the financial statements are prepared is<br>consistent with the financial statements; and<br>e the directors’ report included within the trustees’ report has been prepared in accordance with<br>applicable legal requirements.<br>Matters on which we are required to report by exception<br>In the light of the knowledge and understanding of the charitable company and its environment obtained in<br>the course of the audit, we have not identified material misstatements in the directors’ report included within<br>the trustees’ report.<br>We have nothing to report in respect of the following matters in relation to which the Companies Act 2006<br>requires us to report to you if, in our opinion:<br>e adequate accounting records have not been kept, or returns adequate for our audit have not been<br>received from branches not visited by us; or<br>e the financial statements are not in agreement with the accounting records and returns; or<br>e certain disclosures of trustees’ remuneration specified by law are not made;<br>e ~=we have not received all the information and explanations we require for our audit; or<br>e the Trustees were not entitled to prepare the financial statements in accordance with the small<br>companies’ regime and take advantage of the small companies’ exemptions in preparing the<br>directors’ report and from the requirement to prepare a strategic report.<br>Responsibilities of trustees<br>As explained more fully in the trustees’ responsibilities statement, the trustees (who are also the directors of<br>the charitable company for the purposes of company law) are responsible for the preparation of the financial<br>statements and for being satisfied that they give a true and fair view, and for such internal control as the<br>trustees determine is necessary to enable the preparation of financial statements that are free from material<br>misstatement, whether due to fraud or error.<br>In preparing the financial statements, the trustees are responsible for assessing the charitable company’s<br>ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the<br>going concern basis of accounting unless the trustees either intend to liquidate the charitable company or to<br>cease operations, or have no realistic alternative but to do so.<br>14<br>**----- End of picture text -----**<br>




SUE LAMBERT TRUST 

Auditor’s responsibilities for the audit of the financial statements 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. 

Independent Auditor’s report to the Members of Sue Lambert Trust 

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below: 

We obtained an understanding of the charitable company and the sector in which it operates to identify laws and regulations that could reasonably be expected to have a direct effect on the financial statements. We obtained our understanding in this regard through discussions with management, sector research and application of cumulative audit knowledge and experience. 

We determined the principal laws and regulations relevant to the charitable company in this regard to be those arising from the Companies Act 2006, Charities Act 2011, and the Charities SORP. 

The risks were discussed with the audit team and we remained alert to any indications of non-compliance throughout the audit. We carried out specific procedures to address the risks identified. These included reviewing minutes of Trustee Board meetings; agreeing the financial statement disclosures to underlying supporting documentation; enquiring of management, including those charged with governance. 

To address the risk of management override of controls, we carried out testing of journal entries and other adjustments for appropriateness. We also assessed management bias in relation to the accounting policies adopted and in determining significant accounting estimates. 

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation. 

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at: ~~www.frc.org.uk/auditorsresponsibilit~~ ies.Thisdescription forms part of our auditor’s report. 


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# 31 January 2025 



**SUE LAMBERT TRUST** 

## **STATEMENT OF FINANCIAL ACTIVITIES INCORPORATING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 MARCH 2024** 

|Note<br>**Income:**<br>**_Donations and legacies_**<br>2<br>**_Income from charitable activities_**<br>3<br>**_(A Company Limited by Guarantee)_**<br>**_Investment income_**<br>4<br>**_Other income_**<br>5<br>**Total income**<br>**Expenditure:**<br>**_Cost of raising funds_**<br>6<br>**_Expenditure on charitable_**<br>**_activities_**<br>7<br>**Total expenditure**<br>**Net income / (expenditure) for**<br>**the year, being movement in**<br>**funds**<br>**_Reconciliation of funds:_**<br>Total funds brought forward<br>**Total funds carried forward**<br>16|**Unrestricted**<br>**Restricted**<br>**Funds**<br>**Funds**<br>**Total Funds**<br>**2024**<br>**2024**<br>**2024**<br>**£**<br>**£**<br>**£**<br>26,225<br>-              26,225<br>70,000          950,706       1,020,706<br>25,336<br>-              25,336<br>1,794<br>-                1,794<br>**123,355          950,706       1,074,061**<br>633            42,274            42,907<br>116,236          905,587       1,021,823<br>**116,869**<br>**947,861**<br>**1,064,730**<br>**6,486**<br>**2,845**<br>**9,331**<br>957,154<br>36,721<br>993,875<br>**963,640**<br>**39,566**<br>**1,003,206**|**Total Funds**<br>**2023**<br>**£**<br>19,955<br>620,040<br>5,611<br>-|
|---|---|---|
|||**645,606**|
|||34,804<br>711,350|
|||**746,154**|
|||**(100,548)**<br>1,094,423|
|||**993,875**|



The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities. 

The notes on pages 20 to 33 form part of these financial statements. 

17 



## **SUE LAMBERT TRUST** 

## **COMPANY NUMBER: 06217814** 

## **BALANCE SHEET AS AT 31 MARCH 2024** 

||||**2024**||**2023**|
|---|---|---|---|---|---|
||Note||**£**||**£**|
|**_Fixed Assets_**||||||
|Tangible assets|10||296,292||324,446|
|Intangible assets|11||4,446||5,850|
||||300,738||330,296|
|**_Current assets_**||||||
|Investments|12|500,000||-||
|Debtors|13|43,698||21,858||
|Cash at bank and in hand||247,116||910,061||
|||790,814||931,919||
|**_Liabilities_**||||||
|Creditors: amounts falling due||||||
|within one year|14|(88,346)||(268,340)||
|**_Net current assets_**|||702,468||663,579|
|**_Total net assets_**|||1,003,206||993,875|
|**_The funds of the charity:_**||||||
|Restricted funds|16||39,566||36,721|
|Unrestricted funds|16||963,640||957,154|
|**_Total funds_**|||1,003,206||993,875|



The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts. 

These financial statements have been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006. 

Approved by the trustees  and signed and authorised for issue on their behalf by: 

Ben Higham (Jan 29, 2025,7:36pm) **Benedict Higham** Trustee 

**Date:** 29 Jan 2025 

The notes on pages 20 to 33 form part of these financial statements. 

18 



## **SUE LAMBERT TRUST** 

## **STATEMENT OF CASH FLOWS FOR THE YEAR ENDED 31 MARCH 2024** 

|**Cash flows from operating activities:**<br>Net income/(expenditure) for the year (as per the SOFA)<br>Adjustments for:<br>Depreciation charges<br>Amortisation charges<br>(A Company Limited by Guarantee)<br>(Decrease)/increase in creditors<br>Interest received<br>**Net cash provided by operating activities**<br>**Cash flows from investing activities:**<br>Purchase of property, plant and equipment<br>Interest received<br>Purchase of investments<br>**Net cash used in investing activities**<br>**Change in cash and cash equivalents in the reporting period**<br>Cash and cash equivalents at the beginning of the period<br>**Cash and cash equivalents at the end of the reporting period**<br>Cash in hand<br>**Total cash and cash equivalents at end of the period**|**2024**<br>**£**<br>9,331<br>34,247<br>1,404<br>(21,840)<br>(179,994)<br>(25,336)<br>(182,188)<br>(4,689)<br>25,336<br>(500,000)<br>(479,353)<br>(661,541)<br>910,061<br>248,520<br>247,116<br>247,116|**2023**<br>**£**<br>(100,548)<br>30,487<br>1,170<br>189,240<br>185,312<br>(5,611)|
|---|---|---|
|||300,050|
|||(9,860)<br>5,611<br>-|
|||(4,250)|
|||295,800|
|||614,261<br>910,061|
|||910,061<br>910,061|



19 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024** 

## **1 Accounting policies** 

## **General information** 

The Charity is a company limited by guarantee and was incorporated in the United Kingdom. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity. The number of members in 2024 were 8 (2023: 8). The registered office is St Julians Hall, 6 Music House Lane, Norwich, NR1 1QL. The registered company number is 06217814 and the registered charity number is 1120957. The charitable company is a public benefit entity in accordance with FRS 102. 

## **1.1 Basis of preparation** 

The financial statements have been prepared under the historical cost convention in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (Charities SORP 2019 (FRS 102)) 

The financial statements are presented in pounds sterling (£), rounded to the nearest pound. 

## **1.2 Going concern** 

The financial statements have been prepared on a going concern basis as the Trustees believe that no material uncertainties exist. The Trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern. 

## **1.3 Fund accounting** 

Funds held by the charity are: 

- Unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. 

- Designated funds which are unrestricted funds earmarked by the trustees for particular purposes. 

- Restricted funds are funds which are to be used in accordance with specific restrictions imposed by donors or which have been raised by the charity for particular purposes. The costs of raising and administering such funds are charged against the specific fund. The aim and use of each restricted fund is set out in the notes to the financial statements. 

Investment income, gains and losses are allocated to the appropriate fund. 

20 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **1 Accounting policies (continued)** 

## **1.4 Income** 

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the items of income have been met, it is probable that the income will be received and the amount can be measured reliably. 

Voluntary income is received by the way of donations and gifts and is included in full in the Statement of Financial Activities when receivable.  The value of services provided by volunteers has not been included. 

Grants are recognised in full in the Statement of Financial Activities in the year which they are receivable. 

Income from investments are included when receivable. 

Rental income is recognised in the period to which the rental property is provided to the tenants. 

For legacies, entitlement is taken on a case by case basis at the earlier of the date when the Charity is aware that probate has been granted, and either: 

- the estate has been finalised and estate accounts have been received by the charity; or 

- when a distribution is received from the estate. 

## **1.5 Expenditure** 

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. All expenditure is accounted for on an accruals basis under the following headings: 

Expenditure on charitable activities comprises of the costs incurred by the charity in the delivery of its activities and services for its beneficiaries, activities undertaken to further the purpose of the charity and their associated support costs. 

Expenditure on raising funds comprosies of the costs incurred by the charity in seeking donations and grants. 

## **Allocation of support costs** 

Support costs are those functions that assist the work of the Charity but do not directly undertake charitable activities. Support costs include back office costs, finance, personnel, payroll and governance costs which support the Charity's activities. These costs have been allocated to expenditure on charitable activities based on cost and employee time. 

Governance costs are included in support costs and relate to the direct running of the Charity, allowing it to operate and generate the information required for public accountability. They include the costs of accounts preparation and audit/independent examination. 

21 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **1 Accounting policies (continued)** 

## **1.6 Tangible fixed assets and depreciation** 

Assets which are intended to be of ongoing use to the Charity in carrying out its activities are capitalised as fixed assets.  All purchased fixed assets are initially recorded at cost. 

Assets donated for use by the charity are recognised as income when receivable and capitalised at their open market value. 

Depreciation is calculated so as to write off the cost of an asset, less its estimated residual value, over the useful economic life of that asset as follows: 

Freehold property - 2% straight-line Office furniture - 33% straight-line Computer equipment - 33% straight-line Improvements to property over the period remaining on the lease or 12 

## **1.7 Intangible fixed assets and amortisation** 

Intangible assets are capitalised and recognised when future economic benefits are probable 

Website -20% straight-line 

## **1.8 Debtors** 

Trade and other debtors are recognised at the settlement amount after any trade discount Prepayments are valued at the amount prepaid net of any discounts due. Accruing income is included at the best estimate of the amounts receivable at the balance sheet date. 

## **1.9 Investements** 

Current asset investments consist of cash equivalents (on deposit) with a maturity date of less than one year. 

## **1.10 Cash at bank and in hand** 

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. 

## **1.11 Creditors** 

Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are normally recognised at their settlement amount after allowing for any discounts due. 

## **1.12 Pensions** 

The Charity provides a defined contribution pension scheme, whereby the charity and its staff each fund the scheme, managed by a third party provider, the assets of which are held by the provider separately from the assets of the charity. The pension charge in the financial statements represents the amounts payable by the charity to the fund in respect of the period. 

22 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **1 Accounting policies (continued)** 

## **1.13 Operating leases** 

Operating leases are recognised over the period of which the lease falls due. 

Benefits received and receivable as an incentive to sign an operating lease are recognised on a straight line basis over the period of the lease. 

## **1.14 Taxation** 

The company is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the company is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes. 

## **1.15 Financial instruments** 

The charity only has financial assets and financial liabilities of a kind that qualify as basic 

## **1.16 Critical accounting estimates** 

The are no judgements or critical accounting esitmates which have been used in the preparation 

## **2 Income from donation, grants and legacies** 

|Donations<br>Total|**Unrestricted**<br>**2024**<br>**£**<br>26,225<br>26,225|**Unrestricted**<br>**2023**<br>**£**<br>19,955|
|---|---|---|
|||19,955|



23 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **3 Income from charitable activities** 

||**Unrestricted**|**Restricted**|**Total**|**Unrestricted **|**Restricted**|**Total**|
|---|---|---|---|---|---|---|
||**Funds**|**Funds**|**Funds**|**Funds**|**Funds**|**Funds**|
||**2024**|**2024**|**2024**|**2023**|**2023**|**2023**|
||**£**|**£**|**£**|**£**|**£**|**£**|
|Ellerdale|2,000|-|2,000|6,200|-|6,200|
|Paul Bassham Trust|10,000|-|10,000|-|-|-|
|Henry Smith|50,000|-|50,000|50,000|-|50,000|
|John Jarrold Trust||-|-|1,000|-|1,000|
|MOJ Rape Support Fund|-|300,346|300,346|-|270,698|270,698|
|NHS Norfolk and Wavney|||||||
|CCG|-|200,000|200,000|-|-|-|
|Norfolk Police and Crime|-|229,610|229,610|-|213,642|213,642|
|Norwich City Council|7,000|-|7,000|7,000|-|7,000|
|The National Lottery|||||||
|Community Fund|-|134,750|134,750|-|71,500|71,500|
|Alan Boswell Group|||||||
|Charitable Trust|-|16,000|16,000||||
|The Barratt Family|||||||
|Charitable Trust|1,000|-|1,000|-|-|-|
|UK Government|-|70,000|70,000|-|-|-|
||70,000|950,706|1,020,706|64,200|555,840|620,040|



|**4 Investment income**<br>Bank interest<br>Rental income<br>**5 Other income**<br>Insurance Income|**Unrestricted**<br>**Unrestricted**<br>**2024**<br>**2023**<br>**£**<br>**£**<br>23,836<br>4,662<br>1,500<br>949<br>25,336<br>5,611<br>**Unrestricted**<br>**Unrestricted**<br>**2024**<br>**2023**<br>**£**<br>**£**<br>1,794<br>-|
|---|---|



24 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **6 Raising Funds** 

|Salaries<br>Event costs<br>Fundraising assistance|**Total**<br>**Funds**<br>**2024**<br>**£**<br>33,857<br>2,970<br>6,080<br>42,907|**Total**<br>**Funds**<br>**2023**<br>**£**<br>29,908<br>1,346<br>3,550|
|---|---|---|
|||34,804|



During the year, total expenditure on raising funds was £42,907 (2023: £34,804) of which unrestricted expenditure amounted to £633 (2023: £21,592) and restricted expenditure amounted to £42,274 (2023: £13,212). Costs are allocated directly to the relevant fund. 

In the year £42,907 of raising funds were direct costs (2023: £34,804). 

## **7 Expenditure on charitable activities** 

|Direct Expenditure<br>Support Expenditure|**Total**<br>**Funds**<br>**2024**<br>**£**<br>734,403<br>287,420<br>1,021,823|**Total**<br>**Funds**<br>**2023**<br>**£**<br>515,215<br>196,135|
|---|---|---|
|||711,350|



During the year, total expenditure on charitable activities was £1,021,823 (2023: £711,350), of which unrestricted expenditure amounted to £116,236 (2023: £168,432) and restricted expenditure amounted to £905,587 (2023: £542,330). Costs are allocated directly to the relevant fund. 

25 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **7 Expenditure on Charitable Activities (continued)** 

|**Direct Expenditure on Charitable Activities**<br>Salaries<br>Temporary staff<br>Supervision<br>Counselling and services<br>Telephone<br>Stationery, postage and printing<br>Travel and subsistence<br>Light and heat<br>Partnership agency programme<br>Room hire<br>Rent<br>Rates<br>Training<br>Recruitment<br>Information materials<br>Client access fund<br>Depreciation of freehold property<br>Depreciation of improvements to property<br>Depreciation of office furniture<br>Depreciation of computer equipment<br>Amortisation of website<br>**Support Costs**<br>Salaries<br>Staff Wellbeing<br>Insurance<br>IT Consumables and Maintenance<br>Marketing and Communications<br>Repairs and Maintenance<br>Subscriptions<br>Cleaning<br>Waste Collection<br>Sundry expenses<br>Payroll<br>Wellbeing Support<br>Website<br>Governance costs:<br>Audit and accountancy<br>Professional Fees|**Total**<br>**Funds**<br>**2024**<br>**£**<br>375,288<br>-<br>32,309<br>146,073<br>9,333<br>4,266<br>25,508<br>8,057<br>47,272<br>4,002<br>8,300<br>2,640<br>25,524<br>6,086<br>745<br>4,753<br>2,250<br>17,162<br>1,741<br>11,690<br>1,404<br>734,403<br>**Total**<br>**Funds**<br>**2024**<br>**£**<br>154,321<br>4,887<br>7,043<br>7,056<br>31,639<br>26,415<br>16,949<br>7,421<br>1,991<br>3,175<br>2,076<br>-<br>1,443<br>17,028<br>5,976<br>287,420|**Total**<br>**Funds**<br>**2023**<br>**£**<br>279,317<br>28,686<br>31,451<br>75,284<br>8,825<br>3,446<br>23,283<br>(14,248)<br>-<br>4,081<br>8,150<br>1,341<br>23,194<br>7,851<br>382<br>2,515<br>750<br>17,616<br>565<br>11,556<br>1,170|
|---|---|---|
|||515,215|
|||**Total**<br>**Funds**<br>**2023**<br>**£**<br>106,342<br>-<br>6,241<br>6,850<br>30,216<br>6,097<br>11,891<br>7,262<br>1,618<br>2,429<br>1,939<br>5,776<br>956<br>5,115<br>3,403|
|||196,135|



26 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

|**8**<br>**Net Expenditure for the year is after charging:**<br>**2024**<br>**£**<br>Depreciation and amortisation of fixed assets<br>34,247<br>Independent auditors fee<br>15,000<br>2,028<br>Independent examination fee<br>-<br>-<br>Operating lease rentals<br>8,300<br>59,575<br>**9**<br>**Analysis of staff costs and key management personnel**<br>**2024**<br>**£**<br>Wages and salaries<br>493,198<br>Social security costs<br>35,529<br>Pension costs<br>13,091<br>Temporary staff<br>21,648<br>563,466<br>Fees payable to the Charity's Independent Auditors<br>in respect of other services<br>Fees payable to the Charity's Independent<br>Examiner in respect of other services|**2023**<br>**£**<br>31,657<br>-<br>-<br>2,750<br>2,365<br>8,150|
|---|---|
||44,922|
||**2023**<br>**£**<br>381,835<br>23,915<br>9,816<br>28,686|
||444,252|



27 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **9 Analysis of staff costs and key management personnel (continued)** 

The charity trustees were not paid any other benefits from employment with the charity in the period (2023: £Nil) neither were they reimbursed expenses during the period (2023: £Nil). 

The average monthly head count was 22  (2023: 22). 

No employees received employee benefits excluding pension contributions over £60,000 (2023: 

The Trust considers that the key management personnel comprises the Chief Executive Officer, Head of Counselling, Operations Manager, and Finance Manager. 

Employee benefits of key management personnel of the Trust were £143,595 (2023: £117,701). 

## **10 Tangible fixed assets** 

||**Freehold **|**Improvements**|**Office**|**Computer**||
|---|---|---|---|---|---|
||**Property**|**To Property**|**Furniture**|**Equipment**|**Total**|
||**£**|**£**|**£**|**£**|**£**|
|**_Cost_**||||||
|_At start of period_|225,000|186,389|9,534|46,708|467,631|
|_Additions_|-|-|655|4,034|4,689|
|**_At end of period_**|**225,000**|**186,389**|**10,189**|**50,742**|**472,320**|
|**_Depreciation_**||||||
|_At start of period_|750|110,407|5,429|26,599|143,185|
|_Charge for the period_|2,250|17,162|1,741|11,690|32,843|
|**_At end of period_**|**3,000**|**127,569**|**7,170**|**38,289**|**176,028**|
|**_Net book value at the_**||||||
|**_end of the period_**|**222,000**|**58,820**|**3,019**|**12,453**|**296,292**|
|_Net book value at the_||||||
|_start of the period_|224,250|75,982|4,105|20,109|324,446|



Included in freehold property is land at a value of £112,500 which is not depreciated (2023: £112,500). 

28 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **11 Intangible fixed assets** 

|**_Cost_**<br>_At start of period_<br>**_At end of period_**<br>**_Depreciation_**<br>_At start of period_<br>_Charge for the period_<br>**_At end of period_**<br>**_Net book value at the end of the period_**<br>_Net book value at the start of the period_<br>**12**<br>**Current asset investments**<br>**2024**<br>**£**<br>Unlisted investments<br>500,000|**Website**<br>**£**<br>7,020|
|---|---|
||**7,020**|
||1,170<br>1,404|
||**2,574**|
|||
||4,446|
|||
||5,850|
||**2023**<br>**£**<br>-|



The current asset investment of £500,000 (2023: £Nil) £250,000 is held in a 95 day deposit account and £250,000 is held in 1 year bonds. 

## **13 Debtors** 

|Trade debtors<br>Prepayments and accrued income<br>Trade creditors<br>Other creditors<br>Accruals and deferred income<br>Other taxation and social security|**2024**<br>**£**<br>12,403<br>31,295<br>43,698<br>**2024**<br>**£**<br>45,458<br>2,573<br>29,431<br>10,884<br>88,346|**2023**<br>**£**<br>390<br>21,468|
|---|---|---|
|||21,858|
|||**2023**<br>**£**<br>40,601<br>15,969<br>205,538<br>6,232|
|||268,340|



29 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **15 Deferred income** 

|At 1 April 2023<br>Amount deferred in year<br>Amounts released<br>At 31 March 2024|**2024**<br>**£**<br>200,300<br>12,703<br>(200,300)<br>12,703|**2023**<br>**£**<br>3,000<br>200,300<br>(3,000)|
|---|---|---|
|||200,300|



Deferred income relates to the Norfolk Police & Crime Commissioner funding and Shepherd Hut rental income (2023: NHS ICB and FSNB funding) paid in advance. 

## **16 Funds summary** 

|**2024**<br>**Restricted funds**<br>Community Workshop Trustees<br>National Lottery<br>Ministry of Justice<br>Alan Boswell<br>COCLF (groundwork)<br>NHS Norfolk and Wavney CCG<br>**Total restricted**<br>**Designated funds**<br>Client services fund<br>Financial stability fund<br>Property fund<br>**Total designated**<br>Unrestricted funds<br>**Total unrestricted**<br>**Total funds**<br>Norfolk Police and Crime<br>Commissioner (CRM system)<br>Norfolk Police and Crime<br>Commissioner (Norwich outreach<br>and groups)<br>Norfolk Police and Crime<br>Commissioner (Norwich,<br>Broadland & South)|**Balance at the**<br>**start of the**<br>**period**<br>**Income  Expenditure**<br>**Balance at**<br>**end of the**<br>**period**<br>**£**<br>**£**<br>**£**<br>**£**<br>26,249<br>-<br>(5,247)<br>21,002<br>4,805<br>134,750<br>(138,781)<br>774<br>5,667<br>-<br>(2,877)<br>2,790<br>-<br>49610<br>(49,610)<br>-<br>-<br>180,000<br>(180,000)<br>-<br>-<br>300,346<br>(300,346)<br>-<br>-<br>16,000<br>(1,000)<br>15,000<br>-<br>70,000<br>(70,000)<br>-<br>-<br>200,000<br>(200,000)<br>-<br>|
|---|---|
||36,721<br>950,706<br>(947,861)<br>39,566|
||170,000<br>-<br>(43,541)<br>126,459<br>69,770<br>-<br>-<br>69,770<br>66,700<br>-<br>-<br>66,700|
||306,470<br>-<br>(43,541)<br>262,929<br>650,684<br>123,355<br>(73,328)<br>700,711|
||957,154<br>123,355<br>(116,869)<br>963,640|
|||
||993,875<br>1,074,061<br>(1,064,730)<br>1,003,206|



30 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **16 Funds summary (continued)** 

|**2023**<br>**Restricted funds**<br>Virgin Money<br>Community Workshop Trustees<br>National Lottery<br>Ministry of Justice (Core)<br>Ministry of Justice (Male rape support)<br>**Total restricted**<br>**Designated funds**<br>Client services fund<br>Financial stability fund<br>Property fund<br>**Total designated**<br>Unrestricted funds<br>**Total unrestricted**<br>**Total funds**<br>Norfolk Police and Crime<br>Commissioner (CRM system)<br>Norfolk Police and Crime<br>Commissioner (Core)<br>Norfolk Police and Crime<br>Commissioner|**Balance at**<br>**the start of**<br>**the year**<br>**Income Expenditure**<br>**Balance at**<br>**end of the**<br>**year**<br>**£**<br>**£**<br>**£**<br>**£**<br>790<br>-<br>(790)<br>-<br>27,002<br>-<br>(753)<br>26,249<br>-<br>71,500<br>(66,695)<br>4,805<br>8,631<br>-<br>(2,964)<br>5,667<br>-<br>180,000<br>(180,000)<br>-<br>-<br>33,641<br>(33,641)<br>-<br>-<br>261,807<br>(261,807)<br>-<br>-<br>8,892<br>(8,892)<br>-|
|---|---|
||36,423<br>555,840<br>(555,542)<br>36,721|
||170,000<br>-<br>-<br>170,000<br>80,000<br>-<br>(10,230)<br>69,770<br>70,000<br>-<br>(3,300)<br>66,700|
||320,000<br>-<br>(13,530)<br>306,470<br>738,000<br>89,766<br>(177,082)<br>650,684|
||1,058,000<br>89,766<br>(190,612)<br>957,154|
|||
||1,094,423<br>645,606<br>(746,154)<br>993,875|



## **Restricted Fund** 

## **Description, nature and purpose of the fund** 

**Alan Boswell COCLF (groundwork)** 

**Community Workshop Trustees Ministry of Justice** 

**Ministry of Justice Norfolk Police and Crime Commissioner** 

**Norfolk Police and Crime Commissioner** 

Women's Group Sessions & Hardship Fund 

Providing Emotional & Practical Support with finance, housing & health 

Maintenance of Music Lane building and professional fees related to fund transfer 

Received for provision of emotional and practical support for victims of rape and other forms of sexual abuse 

Male rape group support services 

Money received in 2021 for new CRM system 

Received for charitable activities in South Norwich, Norwich and Broadland. 

31 



## **SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **National Lottery** 

## **NHS Norfolk and Waveney CCG** 

Received for charitable activities at Great Yarmouth 

Support for recovery from Trauma of Abuse 

**The general reserve** represents funds of the charity which are provided on an unrestricted basis. It includes donations, fund raising and surpluses and deficits arising from projects funded from various external sources. 

## **Designated funds** 

**Client services fund** 

For increasing capacity and developing new client services. 

## **Financial stability fund** 

**Property fund** 

To invest in securing future financial stability through fundraising and external communications. 

Provision for premises expenditure. 

## **17 Net assets by funds** 

|**Net assets by funds**||
|---|---|
|**2024**<br>Tangible fixed assets<br>Intangible fixed assets<br>Investements<br>Debtors<br>Cash<br>Creditors falling due in less than one year<br>**2023**<br>Tangible fixed assets<br>Intangible fixed assets<br>Debtors<br>Cash<br>Creditors falling due in less than one year|**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Total funds**<br>**2024**<br>**£**<br>**£**<br>**£**<br>296,292<br>-<br>296,292<br>4,446<br>-<br>4,446<br>500,000<br>-<br>500,000<br>43,698<br>-<br>43,698<br>207,550<br>39,566<br>247,116<br>(88,346)<br>-<br>(88,346)|
||963,640<br>39,566<br>1,003,206|
||**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Total funds**<br>**2023**<br>**£**<br>**£**<br>**£**<br>324,446<br>-<br>324,446<br>5,850<br>-<br>5,850<br>21,858<br>-<br>21,858<br>873,340<br>36,721<br>910,061<br>(268,340)<br>-<br>(268,340)|
||957,154<br>36,721<br>993,875|



## **18 Pension commitments** 

The Charity operates one defined contribution pension scheme. The assets of the schemes are held seperately from those of the Charity in independently administered funds. The total pension cost charge represents contributions payable by the Charity to the funds and amounted to £13,091 (2023: £9,816). Amounts of £2,573 were oustanding at year end (2023: £Nil) 

32 



**SUE LAMBERT TRUST** 

## **NOTES TO THE FINANCIAL STATEMENTS** 

## **FOR THE YEAR ENDED 31 MARCH 2024 (continued)** 

## **19 Operating lease commitments** 

At 31 March 2024, Sue Lambert Trust had future minimum lease payments under non-cancellable operating leases as follows: 

|Expiry date:<br>Under 1 year<br>Between 2 and 5 years<br>After more than 5 years<br>**Land and buildings**|**2024**<br>**£**<br>8,000<br>22,000<br>-<br>30,000|**2023**<br>**£**<br>8,000<br>30,000<br>-|
|---|---|---|
|||38,000|



## **20 Related party transactions** 

The charity trustees were not paid or received any other benefits from employment with the Trust in the year (2023: £Nil). No charity trustees were reimbursed for their expenses during the year (2023: £Nil). No charity trustee received payment for professional or other services supplied to the charity (2023: £Nil). 

No further related party transactions took place in the period (2023: £Nil). 

## **21 Funds received as an agent** 

During the period the charity acted as an agent for a Acts 435 providing extra support for their clients. Funds received during the period totalled £1,340 (2023: £3,182). Funds paid out during the period were £1,340 (2023: £2,970). There were no balances held as at the year end (2023: £Nil).