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2021-03-31-accounts

The Lippy People Charitable Trust

Charity number 1162902

A company limited by guarantee number 08030734

Annual Report and Financial Statements

for the year ended 31 March 2021

The Lippy People Charitable Trust

Annual Report and Financial Statements for the year ended 31 March 2021

Contents Page
Trustees' report 2 to 7
Examiner's report 8
Statement of financial activities 9
Balance sheet 10
Notes to the accounts 11 to 15

Prepared by West Yorkshire Community Accounting Service

1

The Lippy People Charitable Trust

Trustees' report for the year ended 31 March 2021

Reference and administrative details of the charity, its trustees and advisors

The trustees during the financial year and up to and including the date the report was approved were: Name Position

Antonio Ferrara Chair Yvonne Ugarte Andrew Austerfield Susan Sutton Charity number 1162902 Registered in England and Wales Company number 08030734 Registered in England and Wales

Charity number Company number

Registered and principal address

Bankers

Hillside The Co-operative bank Beeston Road PO Box 250 Leeds Skelmersdale LS11 8ND WN8 6WT

Independent examiner

E J Beverley FCCA Stringer House 34 Lupton Street Leeds LS10 2QW

West Yorkshire Community Accounting Service

Structure, governance and management

The charity is a company limited by guarantee and was formed on 14 April 2012. It is governed by a memorandum and articles of association as amended by special resolution on 2 July 2015. The liability of the members in the event of the company being wound up is limited to a sum not exceeding £10.

Method of recruitment and appointment of trustees

The trustees of the charity are also the directors for the purposes of company law and are appointed by the members at the AGM.

2

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2021

Objectives and activities

The charity's objects

1) To develop the capacity and skills of the members of the socially and economically disadvantaged communities in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society; and

2) To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society.

For the purpose of this clause ‘socially excluded’ means being excluded from society, or parts of society, as a result of one of more of the following factors: unemployment; financial hardship; youth or old age; ill health (physical or mental); substance abuse or dependency including alcohol and drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation or gender re-assignment; poor educational or skills attainment; relationship and family breakdown; poor housing (that is housing that does not meet basic habitable standards; crime (either as a victim of crime or as an offender rehabilitating into society).”

Public benefit statement

In setting our objectives and planning our activities our trustees have given serious consideration to the Charity Commission's general guidance on public benefit and in particular the development of capacity building skills that support disadvantaged and excluded communities meet their needs; and within that the promotion of social inclusion for the public benefit.

Achievements and performance

The Lippy People Charitable Trust, referred to in this report as ‘Lippy People’, was incorporated as a charity in July 2015. This fourth-year annual report takes us from April 2020 to March 2021.

Our Usual Activities

Lippy People uses video storytelling to coach people to share their lived experiences, develop their creative skills and test out creative solutions to the challenges they face. We help people to tell their overlooked, unheard stories and to put them in front of audiences where they can make an impact and create a shift and change in relationships and perceptions.

Achievements and Performance During the Year

The year was dominated by Covid-19, lockdowns, uncertainty and especially for the older people that we had committed to work with on the ‘Life, Loss, Learning & Legacy’ project, there were consequences to consider of their isolation, anxiety, safety and the fatal risk of contracting the virus. In addition, many of the older men told us that they did not have access to the internet nor did they possess the skills, devices or confidence to gain these skills on their own.

At the start of the year the ‘Life, Loss, Learning & Legacy’ project was a face-to-face, group delivered, video storytelling activity. By the end of the year, we had worked with these older men, transforming the project into an online, group delivered video storytelling activity through which 56 people together produced 93 vlogs, video stories and feedback videos (we had aimed at 15 across the year). In addition to targeting older men in Leeds, with the support of our fantastic funders the project grew to include older women and people from different generations and regions in England. We also delivered online screening, discussion and training events with 200 people from across the UK and beyond, plus generated a further 5000 video story views online.

Story themes expanded too to explore the learning they have taken from the death of life partners, children and friends; with older people with diverse experiences of loss including care-giving, death by suicide, LGBTQ+, sudden and protracted deaths, faith and non-faith, diverse cultures, class, abilities and life-limiting health challenges. This link to a YouTube Playlist contains many of the 4L’s video stories that are publicly available: https://www.youtube.com/playlist?list=PLKZdq9KvRPhN1Fzertykhxn4guO87fTvG

3

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2021

Achievements and Performance During the Year (continued)

With additional funding support, we were able to employ a part-time Learning Manager to help us all understand the impacts that the project was having and through this we developed and tested a learning framework and used this to produce a comprehensive learning report.

Working in Partnership

Partnership working underpins the success of our work and within the year we have worked with 24 partners to make the ‘Life, Loss, Learning, Legacy’ project possible. These included:

Age UK Leeds; Brelms Trust; Carers Leeds; Feelgood Factor; Full Circle Funerals; Harnessing The Power Of Communities; Imagine Foundation; Imagineer; Independent Age; Kaleidoscope Plus group; Leeds Bereavement Forum; Leeds Community Foundation; Leeds Mind - Leeds Suicide Bereavement Service Leeds Library Service - LEODIS Longleigh Foundation; Mesmac - SAGE 50+ Group; MHA Leeds; MHA Huddersfield; Mind Leeds; Space 2; Stroke Association Leeds; Trusthouse Community Foundation; Womenzone Community Centre.

Selected Activity Feedback

‘This was my first ever Zoom call. I have been avoiding taking part in a few groups that have now moved online using Zoom because I have been nervous to get it wrong or make a mistake in front of others. I can't thank you enough for getting me set up. This honestly has been a real breakthrough for me'.(Storyteller, May 2020)

When I heard it [video-story], I was amazed and shocked about how amazing and powerful my story was. I can't get my head around that Dave heard everything, and made my story into 4 minutes. I never thought my story would help anybody, I never knew I could say these things. Thankyou for helping me.’ (Storyteller, August 2020 )

There is a buzz about this project….particularly on raising awareness’. (SAGE worker, August 2020)

‘I have learnt just how important this project is to enable men to talk about their bereavement, to find shared experiences with other men and to forge new friendships even during a pandemic. It is an absolute credit to the project that this is still enabled at such a strange and scary time.’ (4Ls Screening Attendee, September 2020)

‘It always fascinates me how people develop resilience. Where do people find the strength? Lovely stories, Love this project. Real people, Real life!’ (Leeds Older People’s Forum, September 2020)

‘The 4L’s Project, plus me getting a job - have shown me that I'm investing in my own future. It's shown me that I am invested in myself.’; (Storyteller, November 2020)

‘These videos are such a fantastic resource. We are using the videos in some upcoming training on having conversations around death, dying and loss. It's been really good to hear about how the project has continued in lockdown.’ (Leeds Bereavement Forum, March 2021)

‘'The 4Ls has been transformational for us and our service users - I can't recommend this project enough'. (Carers Leeds, April 2021)

4

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2021

Achievements and Performance During the Year (continued)

Traded Activity

Our trading activity was disrupted through the year due to covid-19 restrictions. We did agree on a social impact video project with the social enterprise ‘Get Out More’, with planning taking place in the last quarter and filming scheduled for the first quarter of 2021/22, dependent on the lifting of covid-19 restrictions.

Equality Monitoring

During the period we supported 56 contributors to tell and share their stories. We collected equality monitoring information from all of these. The key information from equality monitoring information collected (as provided) was:

Ethnic background White British = 45 Pakistani = 4 Indian = 2 Black Caribbean = 3 White European = 2

Gender Female = 19 Male = 37 Disability Disabled = 15 Not disabled = 41 Religion or Belief No religion = 19 Christian = 27 Muslim = 5 Sikh = 1 Judaism = 1 Faith - Other = 1 Sexual orientation Heterosexual = 49 LGTBQ+ = 5 Not disclosed = 2 Age 15 - 19 years = 3 20 - 24 years = 1 25 - 34 years = 1 35 - 44 years = 4 45 - 54 years = 6 55 - 64 years = 11 65 - 74 years = 10 75 - 84 years = 16 85+ years = 4

Building New Opportunities for 2021-2023

Given the existing uncertainty supporting the covid-19 pandemic and the potential economic impact on charities in England, we have three areas of proactive development focus at the end of the financial year 2021. These are:

Life, Loss, Learning Legacy project - sustaining and hopefully scaling; Sharing Impact video story projects - traded project within the third sector; Bespoke and one-off video storytelling projects within the third sector and which help us to fulfil our purpose.

5

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2021

Financial review

The net income for the year was £24,121, including net income of £20,330 on unrestricted funds and net income of £3,791 on restricted funds after transfers.

Trustees approved an annual budget and forecasts each year and these are actioned by the CEO.

The CEO provides trustees with management accounts (P&L, Balance and cash flow forecast) each quarter, these are scrutinised, and any issues for attention highlighted and agreed within the meeting minutes.

At the January 2021 meeting, the Trustees approved a budget for 2021-22 which was based largely on agreed funding for the year alongside some projection for traded work, which would see a staff expansion if realised. They agreed that the pandemic made future planning difficult but were satisfied that the approved financial outlook for the year was good for the charity.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £30,148.

Lippy People has a policy to build up reserves to cover overhead costs should ongoing operational incomes not be forthcoming. Our current policy is to hold a maximum reserve of £35,000 or 6 months running costs (whichever is greater) and aim to retain a minimum reserve of £10,000.

Impact of Corona Virus

At the time of signing these accounts the charity has been impacted by the global Covid-19 virus. The trustees have reassessed the charity’s ability to continue for at least 12 months from the date that the accounts are approved and conclude that no material uncertainties exist that cast significant doubt on the charity’s ability to continue as a going concern.

6

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2021

Statement of trustees' responsibilities

The trustees (who are also the directors for the purposes of company law) are responsible for preparing the Trustees report and the financial statements in accordance with the applicable law and UK Accounting Standards.

Company law requires the trustees to prepare financial accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for the year. In preparing these financial statements, the trustees are required to:

select suitable accounting policies and apply them consistently;

observe the methods and principles in the Charities SORP;

make judgements and estimates that are reasonable and prudent;

state whether applicable UK accounting standards have been followed, subject to any material departures disclosed and explained in the financial statements;

prepare the accounts on a going concern basis unless it is inappropriate to presume that the charitable company will continue in operation.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charitable company and to enable them to ensure that the financial accounts comply with the Companies Act 2006. 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.

This report has been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities (Charities SORP (FRS102)), and in accordance with the special provisions of the Companies Act 2006 relating to small companies.

Signed on behalf of the board of trustees on 14/10/2021

Antonio Ferrara (Trustee)

7

The Lippy People Charitable Trust

Independent examiner's report to the trustees of The Lippy People Charitable Trust

I report to the charity trustees on my examination of the accounts of the charitable company for the year ended 31 March 2021, which are set out on pages 9 to 15.

Responsibilities and basis of report

As the charity's trustees of the charitable company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the charitable company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under section 145 of the Charities Act ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 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:

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.

E J Beverley FCCA

09/11/2021

West Yorkshire Community Accounting Service

Stringer House 34 Lupton Street Leeds LS10 2QW

8

The Lippy People Charitable Trust

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2021

Notes
2021
Unrestricted
funds
£
Income from:
Grants and donations
(2)
7,510
Sales and fees
750
Other income
-
Donated services
-
Total income
8,260
Expenditure on:
Salaries, NIC and pension
(3)
-
Freelance contractors
-
Payroll charges
-
Travel and accommodation
-
Rent and rates
-
Printing, postage and stationery
-
Phone, internet and website
-
Office expenses
13
Advertising and publicity
-
Dues and subscriptions
154
Insurance
-
Refreshments
-
Accountancy and independent examination
-
Equipment hire
-
Research and development
-
Consultancy
-
Project expenses
-
Training
-
Donated website services
-
Total expenditure
167
Net income
8,093
Transfers between funds
12,237
Net movement in funds
20,330
Fund balances brought forward
9,818
Fund balances carried forward
(4)
30,148		 2021
Restricted
funds
£
85,024
-
-
-
85,024
58,697
2,000
434
154
4,320
738
334
256
-
491
1,050
-
522
-
-
-
-
-
-
68,996
16,028
(12,237)
3,791
49,639
53,430		 2021
Total
funds
£
92,534
750
-
-
93,284
58,697
2,000
434
154
4,320
738
334
269
-
645
1,050
-
522
-
-
-
-
-
-
69,163
24,121
-
24,121
59,457
83,578		 2020
Total
funds
£
66,140
11,950
158
4,968
83,216
50,113
3,379
330
2,890
4,320
218
97
307
1,448
127
962
1,127
522
1,453
144
1,368
2,693
60
4,968
76,526
6,690
-
6,690
52,767
59,457

All incoming resources and resources expended derive from continuing activities.

9

The Lippy People Charitable Trust

Balance sheet

as at 31 March 2021
2021
Unrestricted
£
Current assets
Debtors
750
Cash at bank
29,878
Total current assets
30,628
Current liabilities:
amounts falling due within one year
Accruals
480
Total current liabilities
480
Net assets
30,148
Funds
Unrestricted funds
30,148
Restricted funds
-
Total funds
30,148		 2021
Restricted
£
-
53,430
53,430
-
-
53,430
-
53,430
53,430		 2021
Total
£
750
83,308
84,058
480
480
83,578
30,148
53,430
83,578		 2020
Total
£
-
59,937
59,937
480
480
59,457
9,818
49,639
59,457

For the year ending 31 March 2021 the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the charitable company to obtain an audit of its accounts for the year in question in accordance with section 476. The trustees (who also the directors for the purposes of company law) acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime and with FRS 102 (effective January 2019).

The financial statements were approved by the board of trustees on 14/10/2021

Antonio Ferrara (Trustee)

10

The Lippy People Charitable Trust

Notes to the accounts

for the year ended 31 March 2021

1 Accounting policies

Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts. The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019) and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102.

There has been no change to the accounting policies since last year. No changes have been made to the accounts for previous years.

Going concern

The trustees are satisfied that there are no material uncertainties about the charity's ability to continue.

Incoming resources

All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity becomes entitled to the resources, it is more likely than not that the trustees will receive the resources and the monetary value can be measured with sufficient reliability.

Grants and donations

Grants and donations are only included in the SOFA when the charity has unconditional entitlement to the resources.

Where grants are related to performance and specific deliverables, they are accounted for as the charity earns the right to consideration by its performance.

Expenditure and liabilities

Expenditure is recognised on an accrual basis as a liability is incurred. Liabilities are recognised where it is more likely than not that there is a legal or constructive obligation committing the charity to pay out the resources and the amount of the obligation can be measured with reasonable certainty.

Taxation

As a charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

Tangible fixed assets

Tangible fixed assets costing more than £1,000 are capitalised and included at cost including any incidental expenses of acquisition. Gifted assets are shown at the value to the charity on receipt. Depreciation is provided on all tangible fixed assets at rates calculated to write off the cost on a straight line basis over their expected useful economic lives. Office equipment : 3 years

Pensions

The charity operates a defined contribution scheme for the benefit of its employees. The costs of contributions are recognised in the year they are payable.

11

The Lippy People Charitable Trust

Notes to the accounts

for the year ended 31 March 2021

1 Accounting policies (continued)

Fund accounting

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

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

Leases

Rents under operating leases are charged on a straight line basis over the lease term or to an earlier date if the lease can be determined without financial penalty.

12

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2021

2 Grants and donations
Brelms Trust
Francis Winham Foundation
Imagine Foundation
Independent Age
Leeds Community Foundation
Longleigh Foundation
Trusthouse Charitable Foundation
Barchester Foundation
Waitrose
Donations
3 Staff costs and numbers
Gross salaries
Social security costs
Employment allowance
Pensions		 2021
Unrestricted
funds
£
-
-
7,500
-
-
-
-
-
-
10
7,510		 2021
Restricted
funds
£
5,000
2,500
-
13,100
5,000
50,000
9,424
-
-
-
85,024		 2021
Total
funds
£
5,000
2,500
7,500
13,100
5,000
50,000
9,424
-
-
10
92,534
2021
£
56,788
4,703
(4,000)
1,206
58,697		 2020
Total
funds
£
-
-
7,500
-
7,500
50,000
-
750
390
-
66,140
2020
£
47,827
4,220
(3,000)
1,066
50,113

The average number employees during the year was 2.7, being an average of 1.8 full time equivalent (2020: 2, 1.3 FTE). There were no employees with emoluments above £60,000.

Defined contribution pension scheme
Costs of the scheme to the charity for the year
4 Restricted funds
Balance b/f
£
Longleigh Foundation
49,639
Trusthouse Charitable Foundation
-
Leeds Community Foundation
-
Independent Age
-
Francis Winham Foundation
-
Brelms Trust
-
49,639		 Incoming
£
50,000
9,424
5,000
13,100
2,500
5,000
85,024		 Outgoing
£
46,685
2,356
3,522
13,100
-
3,333
68,996		 2021
£
1,206
Transfers
£
(12,237)
-
-
-
-
-
(12,237)		 2020
£
1,066
Balance c/f
£
40,717
7,068
1,478
-
2,500
1,667
53,430

13

Notes to the accounts continued

The Lippy People Charitable Trust

for the year ended 31 March 2021

4 Restricted funds (continued)

Purpose of restriction

Fund name Purpose of restriction Longleigh Foundation Support for delivery of the ‘Life, Loss, Learning, Legacy’ project. The transfer relates to costs in 2019 and 2020 that were posted to core costs in error.

Trusthouse Charitable Foundation 27% salary costs for ‘Life, Loss, Learning, Legacy’ project activities with communities in south Leeds. Leeds Community Foundation Contribution to ‘Life, Loss, Learning, Legacy’ Learning Manager salary. Independent Age Contribution to 'Life, Loss, Learning, Legacy' Project Manager and Video Storyteller salary. Francis Winham Foundation To support the delivery of the 'Life, Loss, Learning, Legacy' project. Brelms Trust Contribution to ‘Life, Loss, Learning, Legacy’ Project Manager salary.

Tangible assets
Cost
At 1 April 2020
At 31 March 2021
Depreciation
At 1 April 2020
At 31 March 2021
Net book value
At 31 March 2021
At 31 March 2020		 £
1,714
1,714
1,714
1,714
-
-
Office
equipment		 Total
£
1,714
1,714
1,714
1,714
-
-

5 Tangible assets

6 Related party transactions

Trustee expenses

No trustee received any expenses during this year or the previous year.

Trustee remuneration and benefits

No trustee received any remuneration or benefit during this or the previous year.

Remuneration and benefits received by key management personnel

The key management personnel of the charity include the trustees and Chief Officer. The total employee benefits received by the Chief Officer were £31,639 (previous year: £29,096).

No trustee received any remuneration or benefit in this capacity during this or the previous year.

14

The Lippy People Charitable Trust

Statement of Financial Activities including comparatives for all funds (including summary income and expenditure account) for the year ended 31 March 2021

2021
2020
Unrestricted Unrestricted
funds
funds
£
£
Income
Grants and donations
7,510
7,890
Sales and fees
750
11,950
Other income
-
158
Donated services
-
4,968
Total income
8,260
24,966
Expenditure
Salaries, NIC and pension
-
4,756
Freelance contractors
-
3,240
Payroll charges
-
90
Travel and accommodation
-
2,011
Rent and rates
-
360
Printing, postage and stationery
-
-
Phone, internet and website
-
97
Office expenses
13
307
Advertising and publicity
-
-
Dues and subscriptions
154
127
Insurance
-
744
Refreshments
-
1,127
Accountancy and independent exam
-
522
Equipment hire
-
1
Research and development
-
144
Consultancy
-
1,368
Project expenses
-
1,495
Training
-
60
Donated website services
-
4,968
Total expenditure
167
21,417
Net income / (expenditure)
8,093
3,549
Transfers between funds
12,237
-
Net movement in funds
20,330
3,549
Fund balances brought forward
9,818
6,269
Fund balances carried forward
30,148
9,818		 2021
Restricted
funds
£
85,024
-
-
-
85,024
58,697
2,000
434
154
4,320
738
334
256
-
491
1,050
-
522
-
-
-
-
-
-
68,996
16,028
(12,237)
3,791
49,639
53,430		 2020
Restricted
funds
£
58,250
-
-
-
58,250
45,357
139
240
879
3,960
218
-
-
1,448
-
218
-
-
1,452
-
-
1,198
-
-
55,109
3,141
3,141
46,498
49,639		 2021
Total
funds
£
92,534
750
-
-
93,284
58,697
2,000
434
154
4,320
738
334
269
-
645
1,050
-
522
-
-
-
-
-
-
69,163
24,121
-
24,121
59,457
83,578		 2020
Total
funds
£
66,140
11,950
158
4,968
83,216
50,113
3,379
330
2,890
4,320
218
97
307
1,448
127
962
1,127
522
1,453
144
1,368
2,693
60
4,968
76,526
6,690
-
6,690
52,767
59,457

15