York & District LGBT Forum Charltable Incorporated Oryanlsatlon Charlty Number 1162234 Trustees. Annual Report & Financial Statements for the year ended 31st July 2023 Charlty accounts preparation & independent examination service
RK LGBT FORUM York & District LGBT Forum Charity number 1162234 Contents Index Page Report of the Trustees Independent Examiner's Report Receipts & Payments Accounts Statement of Assets & Liabilities 10 Notes to the Accounts 11
LGBT VORUM York & District LGBT Forum (Charity Number 1162234} Trustees, Annual Report From: August 2022 Charities Full Name: Registered Charity Number: To: July 2023 York & District LGBT Forum 1162234 Summary of the purposes of the charlty set out In Its governlng document l. To promote equallty and diversity for the public benefit by: The elimination of discrimination in relation to lesbian, gay, bisexual, trans, intersex, queer, questionlng (LGBT) and allles and assoclates living wrthln the clty of York and Its envlron5; Challenglng homophobla, blphobla, transphobla. or any assoclated negatlve attltudes and behavlour within soclety Working wlth partners and organlsations, public and private, in devdoping inltlatlves that wlll enhance and safeguard LGBT people's lives, ensuring their Inclusion in all aspects of life, and that their human rights are protected; and by Advancln9 educatlon, raising awareness and promotlng a culture based on equallty and diversity. 2. To promote social indusion for the publlc benefit by preventlng lesbiani gay, bisexual, trans, Intersex, queer, questionlng people {LG8T) and allies and assoaates from belng sodally exduded from society on the grounds of sexual orientation and gender identity. and 3. To further any other purpose which is charitable according to the law of England and Wales for the public benefit as the trustees see fit from tlme to tlme. The Forum actlvely promotes awareness and understanding of LGBT needs to enable full participation in society and works with many others to duce the fear of crime and bullying. It also encourages greater partlclpatlon In the preventlon and detection of homophobic, transphoblc and blphoblc discrlmination. In recent years the charity has focused on improving people's health and wellbeing and ha5 numerous groups, workshops, and events. You can request the constitution by contactlng us vla email: yorklgbtforum@gmall.com. Summary of the maln actlvltles In relation to those purposes for the publlc benefit, In particular, the activltles, projects or servlces identlfied in the accounts Resilience bullding Thls year our focu5 ha5 been becomlng more $TIlent after the legacy of the pandemlc and the subsequent lockdowns hit the team quite hard. We have instead decided to focus on our core activities: Coffee Socials Trans Workshops Free to be Me Interfaith work The trustees conslder that they have complied wlth their dutie5 for the publlc beneflt guldan published by the Charity Commission.
RK LGBT FORUM York & District LGBT Forum {Charity Number 1162234) Trustees. Annual Report Achlevements and Performance Summary of the maln achlevements of the charlty, identlfying the dlfference the charlty. work has made to the clrcumstances of Its beneficiaries and any wlder beneflts to society as a whole. Communlty Outreach Art Gallery Project Our Art Gallery Project Is ongoing. Although volunteer numbers have dropped we still have core group who are using the academic framework of queering to offer a new lens to artworks. Activities have Included: Label writing Raising awareness of LGBTQ+ perspeth.ves on art This project is a long-tem projert and we are plannlng what we are golng to undertake In year 3. York Soclal* (York - H•nnah) We have rebranded the York Coffee Social to the York Social. this is to better flect the group. The change of venue has been a huge Success and we would like to thank the Travellers Trust for being so Invlting. The York Soclals are currently weekly on Wednesday each month. Our new venue is The York Travellers Trust and Is packed full of historical features. Attendance has grown significantly averaglng 25 - 30 people a week. Thankfully, we have plenty of Space to welcome new members of the community. In terms of the attendees, we have been reaching more vulnerabSe members of the communlty. Each month sees a varlety of pre-exi5ting Forum members, regular vlsltors and Indlvlduals who have not experienced the Forum's events before. We have seen an Increase In emall requests and we have started to support the partlclpants remotely. Thls often conslsts of bulldlng confldence to attend and supporting those who did not feel adY to join the group. It is made clear that there is no commitment needed. Partldpants can come any tlme between 6:30pm and 8:30pm wlth no pressure to stay for the entlre event. Members have quoted that the socials a a gateway to other attivities, that the welcome an alcohol- free event and that it Is friendly. Many members expressed how they can be themselves in the group wlth no Judgement. A suggestion this year is that we should continue to promote the York soaals in physical spaces through booklets and physical postings as well as online. Hannah our coffee Social facilitator says: I truly love facilitating the York Coffee Social and look forward to what the next year will bring. Coffee Soclals (Northallerton - CJ) The Northallerton Soclals have remained steady since going back to an In-person meetlngs and have continued to grow through the year, attracttng new members via our soaal media presence and word- of-mouth whilst retaining many of our existing members too. Average attendance Is over 25 per month and we have seen an increase in local attendan from the towns and villages around Northallerton, although belng on the East Coast rail-line, makes thi5 grvup accessible to people outside the area too. We meet In a private room at the front of the Golden Uon Hotel on the 2nd Monday of each month, 6pm - 8pm, where members can buy drinks. a meal, or just call in for a social that in a safe LGBTQ+ space.
RKL BT York & District LGBT Forum Iarity Number 11622341 Trustees. Annual Report Free to be Me Free to be Me In Care tralning MaInS freely accessible on the Forum website. Our new cast, wlth Nell Cutler and Martina Stuart now joining Ann MunBy and Sue Ster, gave a very successful prevlew to the Brltish Leglon's ster House Care Home In Rlpon with feedback Includlng.. please don't ever change - you are all amazlng people - sorry you've had struggles In Ilfe very movlng and motlvatlonal! amazlng tralrsing, so heartfelt and truly opened my eyes to why It's so Important to spread the message so people can truly be themselves it was a wonderful aftemoon and I leamt so much thought provoking with lots of information that is very helpful to me in my role at RBL Lister House, also In my everyday life thank you for sharfng your Ilfe storles & experiences. We have been Invlted back several tlmes and are now plannlng a one-day Older LGBT Conference at Lister House with guest speakers from around the country. A presentation to St Leonard's Hospice met wlth wann appreclatlon and applause, and one member of staff commented: "Enthralllng." The Care Quality Commission is now asklng about LGBT provislon and care homes need training such as Free to be Me to be able to respond with confldence. We are ready for booklngs with any care staff you may happen to know. Please spread the wordl Email Sue.Lister@yorklgbtforum.org or phone Sue on 01904 488870. Free to be Me in the Workpla. LGBT awareness training of a similar nature is being created by other members of the Forum. ease contact enquiry@yorklgbtforum.org for LGBT training In the workplace. Openlng the Closet Door on Dementla This is our Ihr. training on dementia and how It impacts LGBT indlvlduals. Nell Cutler shares how dementia affected his long-time partner and how they coped until his death. Sue Lister and Ann Murray tell the story of a lesbian In a care home (Paper Bag People) and provide the opportunity for staff to talk to her in order to gain her trust - will she feel able to "come out7" To dlscu55 P055ibllltie5/ please contart sue.tsster@yoI9btforUrn.ory Neil continues to 5ead on LGBT matters as a Trustee of Dementia Fonyard. a charity supporting people living with dementia in York ond North Yorkshire. He gives talks, advises on LGBT inclusion in future strategies and helps with displays and events. Thanks to Sally Hanby at Lister House, he is now an integral part of thelr Indurtion process with new members of staff. maklng sure LGBT awareness Is fully understood and practised. We were asked to take part in the City of York Council Dementia Strategy: Community & Hospital Crisis Support for those Living with Dementia We shared extrydcts from Free to be Me in Carelopening the aoset Door on Dementia, Real People Theatre's Dementla & Me, and the concems of AWOC {agelng wlthout chlldren) on those livlng alone without any family support- what happens to them when they get dementia and can't cope any longer? Wlll only a crlsis serve to precipitate octson? Awareness Tralnlng: Free to be Me in workpla The trustees have been busy reimagining the Free to be Me in the workplace and this training will be available from September 2023.
RK LGBT FORUM York & District LGBT Forum {Charity Number 1162234} Trustees. Annual Report Communities of Identities Older People AWOC York (ageing without children) is a partner organisation. Bear in mind that the majority of the LGBT communlty and millions in the straight communlty wlll age wlthout chlldren by cho5ce, circumstance, infertlllty, estrnngement, bereavement. disability or distan. Check the national charity for the full story.. www.awoc.org.uk. AWOC York monthly hybrld meetings contlnue at Spark York. Speaker notes * follow up email/post with copious notes & resources go to over 220 awocs throughout the country. Weekly Zoom soclals contlnue wlth around 8-10 attendlng each week to share news and views, Monthly speaker details with links to videos and slides can be found at www.awocyork.org.uk. The door Is open - corstact Sue for a that at hello awocyork.org.uk or 01904 488870. AWOC York's event In the York 50+ Festlval Oct. 22: AWOCS Unltel Thls was an onllne meeting where we heard from new and well-established AWOC groups around the country. We now have peer support groups In Middlesbrough, Leeds, York, Gloucestershire, Lincolnshire, Dorset, Hastings and East Kent and a national charity whlch provldes oroup support and an overview of the issues at www.awoc. org.uk. If you feel like an awoc do get in touch with a group in your area, or perhaps get support in starting an awoc group yourself - they are so lrnportant and the more th3t are Seeded In rural areas as well as towns and cities, the better the chances of a more positive future for us all. AWOC York's event in York Intemational Women's Week March 2023: HOME A hybrid workshop at Spark York where I l of us shared a fascinating diversity of memorbes of the homes we had Ilved In durlng chlldhood and adult Ilfe. The vldeo Is available on Llsterlnteractlons (YouTube) wlth a link on the AWOC York website: www.awocyork.org.uk. AWOC York stalls in Informatlon Fair5 are an excellent way of meeting people and discussing the issues surroundlng agelng wlthout children. We have dlsplays In the quarterfy YOPA Iyork Older People's Assembly) informatlon fairs around the city and we always Share the York LGBT Fowm stand at Pride. If you can thlnk of a gatherfng where an AWOC dlsplay or presentatlon would be beneflclal. please do contact Sue. So, don't feel cut off as you grow older or are alone. All awocs are welcomel Contact Sue at hello awocyork.org.uk or through the webslte at www.awocyork.org.uk where you wlll find a Ilst of speakers and topics Just let me know if you would like a Zoom link to our monthly meetings. NB Neil will again be h05tlng an onllne social on Chrlstma5 Day 11am all welcome J Interfaith Thls Is mostly an online presence using Facebook, where we currently have 120 members, and Includes representatives from varying faith and non-faith backgrounds who are supportive of each other. This includes several LGBTQ+ Christlan, Pagan, Muslim, Jeviish and Buddhist members. The group promotes and supports LGQ+ faith-related matters but would benefit from additional 5UPPOrt to become more proartive. The Northallerton Open Table, a LGBTQ+ Christlan Service and is actively supported through this group. As we approach our new year at York LG Forvm, we hope to take a more attive part for Interfalth Week in November and also to build on the interfaith element during LG8T History Month in February. where thi5 group first began.
LCT VORUM York & District LGBT Forum {Charity Number 1162234) Trustees. Annual Report Trans This year has been about building on the work from last year for the trans community at the Forum. Trans peer-support soclals have continued and now take plate twice a month. once online and once at Over The Rainbow Café (previou51y Lunar Café). Attendance has increased, especially at the open mic nights, these nights explore belng trans through creative means, increasing mental wellbeing outcomes. The group has grown so much that a new venue maybe needed. Phil and Sophie have contlnued work a5 the Trans Coordlnators Facllltatlng regular trans groups Supporting new volunteers, some of whom have volunteered acr05s diffent projects Collaborating on fvture events and Joint funding bids with GeneraTe. We hope these collaboratlons will continue and allow us to support more members of the trans communlty over the next yearl International Although we have not had a project that has focused on Internatlonal Issues we have integrated this wlthln our members meetlngs. We have been concerned about some antl-LGBTQ+ leglsllatlon across
LGBT VORUM York & District LGBT Forum {Charfty Number 1162234) Trustees. Annual Report Flnanclal Revlew Revlew of the charlty's flnanclal posltlon at the end of the period This year the Trustees wanted to fo5 on dellvering core projects to a high quality. We have been able to secure funding for these groups and end the year in a good finanaal p051tion. We also have started again to diversify our funding portfolio to include more fundralsers and delivering trdining. Statement explalnlng the pollcy for holdlng reserves statln9 v•hy they ore held Our reserve pollcy Is set at 6 months operatlonal costs incase of liquidatlon. Amount of reserves held £2,143 Struou governane• and rnaqagp. m¢ry,t.. Descrlptlon of tho charlty's trusts Type of governing document {•.g. trust deed. royal charter) How the charlty Is constltuted (e.g unlncorporated associatlon, CIO) Trustee selectlon methods Including detalls of any constltutlonal provislons •.g. electlon to post or name of any person or body entitled to appolnt one or more trustees Constitution CIO {with membershlp) Open recruitment, interviews, appointed by trustees, probabtionary perlod of 3 months, members ratify trustees at AGM.
RK LGBT FORUM York & District LGBT Forum (Charity Number 1162234) Trustees, Annual Report Charity's full name York & District LGBT Forum other names the charity is known by n/0 Charity's prlnclpal address York LGBT Forum CIO York CVS 15 Priory Street York YOI 6Er Names of the trustees who mane the charlty Trustse name Office (if any) Dates acted if not whole year Name of person entitled to appolnt trustee lan Holdsworth Chalr Jake Furby Sue Lister Nell Cutler Emily Roach Nlgel Wilson Annis Cordy Names and address•s of advlsors Type of advlsor Name Independent Examlner Karen Wood ACMA outsour Accountancy & Independent Examlnatlon5 Hiscox Building Peasholme Green. York YOI 7PR The trustees declare that they have approved the Trust¢es Annual Report and Accounts Slgned on behalf of the charlty's trustees Signature Full Name JakoLaurRn££Alfr£d.Furt)¥... Position JI1212D23.......................................................................... ........
York & District LGBT Forum (Charity Number 11622341 Independent examiner's report to the trustees of York & District LGBT Forum I report on the accounts of: York & District LGBT Forum For the year ended: 31st July 2023 Whlch are set out on pages 9 to 13 Responsibilltles and basls of report As the charlty twstees of the Trust you are responslble for the preparatlon of the accounts In accordance wlth the requirements of the Charities Art 2011 ('the Act.). I report In respect of my examlnatlon of the Charlty's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable D1ctIonS given by the Charlty Commlsslon under sectlon 145(5)(b) of the Act. Independent examlnerfs statement I have completed my examinatlon. I confirm that no material matters have come to my attention in connectlon wlth the examlnation glvlng me cause to belleve that In any materlal respect: accountlng records were not kept In respert of the Trust as required by section 130 of the Act. or the accounts do not accord with those records I have no COnrnS and have Come across no other matters in connettlon with the examlnation to which attentlon should be drawn in thls report in order to enable a proper understanding of the accounts to be reached, Karen Wood (ACMA) Outsource independent examination service The Hiscox Building Peasholme Green York YOI 7PR Date
York & District LGBT Forum (Charity Number 11622341 Recelpts & Payments Accounts for the year ended 31st July 2023 Unréstrlcted Restricted funds funds 2023 Total 2022 Total Recelpts Grants 22,630 22,630 41,710 Donations 3,120 159 3,279 4,054 Tralnlng & fee Income Fundraislng & sundry Income 52 Total receipts 3,120 22,789 25,909 45,816 Payments Marketlng (banners, leaflets etc) 140 196 336 70 Facllltatlon of actlvltles 201 15,708 15,909 42,205 Independent examination fee 400 400 400 Administratlon & office costs 467 Insurance 717 717 354 Website 473 473 443 Stall & event costs 442 Volunteer travel & expenses 295 380 675 659 AGM & annual report costs 359 359 239 Room hlre, venue & rent 1,173 1,842 3,015 2,935 Consultancy 50 475 525 26,083 Equipment & rr support 809 Professlonal fees 2,418 Grant management 450 450 1,350 Training 300 300 Funds retumed Total payments 4,558 18,601 23,159 78.874 Net of receiptsl(payments) (1,438) 4,188 2,750 (33,058) Transfer between funds (700) 700 Balance brought forward 4,281 12,936 17.217 50,275 Balance carried forward 2,143 17,824 19.967 17.217
York & District LGBT Forum {tharrty Number 1162234} statement of Assets and Llabilities at: 31st July 2023 Unrestricted Restricted funds funds 2023 Total funds 2022 Total funds Assets Cash at bank and In hand Current bank account 2,143 17,824 19,967 17,217 2,143 17.824 19,967 17,217 Unr•strfct•d R*ictod fund• fund• 2023 Total Funds 2022 Total funds Llabllltles Independent examinatlon fee 400 400 400 400 400 400 io
York & District LGBT Forum (th•nty Number 11622341 Notes to the Accounts for the year ended: 31st July 2023 l. Basis of preparation The Trustees have taken advantage of secuon 144 (2) of the Charttles Act 2011 and prepared the accounts on a receipts and payments basis. 2. Punds analysls 2.1 Restricted funds Fund namo Purpose Homeless projett Funds to help educate and ralse awareness of what it is like to be homeless In organlsatlons that support homeless people. Northallerton socials Monthly coffee social. fijnded by Hambleton D15trlct Council and Broadacre5. 2 hours a month for facllltation. Awards for all Coffee $o¢l•l$ (York and Northallerton) {payment for rent, facllltatlon feance workers x 2 and project management) Funded by the tampon tax and is for facilitatlon and I to I support for trans and Non-Blnary individuals. The trans wortshop meets weekly. Trans support (payment for rent, facllitstion freelance w0erS x 2 and project management) Hlstory month (payment for rent, projett coordination and printing off booklet) Trans workshop Morrlsons York Prlde Maglc Llttle Grants Trans support (payment for rent, facilltats.on freelance workers x 2 and project management) Trans support (payment for rent, facllltation freelance workers x 2 and project management) Trans support (payment for rent, facllltstlon freelance workers x 2 and project management) Trans Support (payrTient for rent, facllltatlon freelance workers x 2 and project management) Funding for system prepresentitlve Cost of Llving Fund Comic Relief Belfry {Two Ridings) JRHT 2.2 Deslgnated funds Older LGBT Free to be me in care . Money allocated for older LGBT projects li
York & District LGBT Forum {Charfty Number 1162234} 2.3 Movement of major funds Balance Incomln9 blfwd roUr¢0$ Resources Trf between Balance •xpended fund$ elfwd Unrestrlcted funds General funds 4,281 2.978 4,558 (800) 1,901 Deslgnated funds 142 loo 242 4,281 3,120 4,558 (700) 2,143 Restrlcted lunds Homeless project 1,494 1,494 Northallerton socials 352 159 310 201 Awards for All 8,360 1,201 7,159 Trans Workshop 15 {15) Morrisons 6,970 6,970 York Prlde 300 302 Magic Llttle grants soo 500 Cost of Llving Fund 500 500 Comic Relief 4,495 5,000 10,029 534 Belfry (TWO Rldlngs) 1,000 1,000 JRHT 6,580 6,759 179 12,936 22,789 18,601 700 17,824 Total funds 17.217 25.909 23.159 19.967 Transfers between funds represent an overspend that has been made up from unrestrlrted funds or a slight underspend that has been age0 by the funder can be transferred to unrestricted funds. 12
York & District LGBT Forum {Chartty Number 11622341 Approval of accounts for the year ended 31st July 2023 The report and accounts were approved at a meeting of the tJSts held on 271 SI11-t Date Signed for and on behalf of the trustees ature Signature Name Name Position (e.g. Chair etc) Position (e.g. Chair etc) Date Date 13