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2023-03-31-accounts

Charity number 1162902

The Lippy People Charitable Trust

A company limited by guarantee number 08030734

Annual Report and Financial Statements

for the year ended 31 March 2023

The Lippy People Charitable Trust

Annual Report and Financial Statements for the year ended 31 March 2023

Contents Page
Trustees' report 2 to 9
Examiner's report 10
Statement of financial activities 11
Balance sheet 12
Notes to the accounts 13 to 17

Prepared by West Yorkshire Community Accountancy Service CIO

1

The Lippy People Charitable Trust

Trustees' report for the year ended 31 March 2023

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 Dates

Antonio Ferrara Yvonne Ugarte Andrew Austerfield Susan Sutton Beth Finch

Chair

Resigned 14 July 2022

Appointed 10 January 2022 Resigned 20 February 2023

Charity number 1162902 Company number 08030734

Registered in England and Wales Registered in England and Wales

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 Accountancy Service CIO

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 2023

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 to meet their needs and within that, the promotion of social inclusion for the public benefit.

Achievements and performance

Introduction

The Lippy People Charitable Trust, referred to in this report as ‘Lippy People’, was incorporated as a charity in July 2015. This is our sixth annual report and covers the period from April 2022 to March 2023.

Our Usual Activities

Lippy People is an advocacy charity that uses video storytelling and coaching to support people to share their lived experiences, develop their communication, creative and video storytelling skills and use these to test out solutions to the challenges they face. We help people tell their overlooked, unheard stories and 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 ‘Life, Loss, Learning, Legacy’ use video storytelling, coaching and group work to help people to overcome loneliness, anxiety or social isolation as a result of loss, bereavement and significant life-changing experiences.

2022-23 has provided an opportunity to reflect on what had worked well since 2018 within our long-standing video storytelling and coaching project ‘Life, Loss, Learning, Legacy’. With our funding for work with older people coming to an end, we also took some time to consider the future directions we might take the project and what groups of people might be a priority to work with over the next three years to 2026. We had learnt through our evaluations of past projects that there was a clear interest in collaborating with us to delivery-test the project to provide support for learning-disabled adults, their unpaid carers and people living with lifechanging health conditions

We delivery-tested four projects - two with learning-disabled adults, one with unpaid carers, and one with people living with the life-changing health asbestos-related condition mesothelioma. We learnt that the ‘Life, Loss, Learning, Legacy’ project delivery format is an accessible and impactful one that generated lots of positive impacts for storytellers, their circles of support, our delivery partners and the general public.

3

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2023

Achievements and performance (continued)

In addition, to diversifying the ‘Life, Loss, Learning, Legacy’ beneficiary experience base we have been working with people across often intergenerational, cultural and abilities barriers by creating opportunities that support people from diverse backgrounds who so often find themselves socially excluded or unheard.

The learning from the projects and the development of new delivery partnerships has helped us to better understand our work as advocacy and has helped us to focus our development to serve these groups over the next three years.

We also extensively tested collaborative and creative ways of understanding the difference this project makes. We have embedded mixed media learning reporting processes which we aim to build on with more peer-to-peer learning engagement through increased volunteering. We are very excited about the potential of this learning approach.

You can view learning reports, which include the video stories and testimonies of impacts with learning-disabled adults and their unpaid carers by following these links:

https://bit.ly/3FGXQ2W https://bit.ly/3SU8asV

You can view learning reports, which include the video stories and testimonies of impacts with people living with mesothelioma by following these links:

https://bit.ly/3ElnMjS

You can view an extensive playlist from the ‘Life, Loss, Learning, Legacy’ project since 2018 by following this link: https://bit.ly/3L62PgU

Working in Partnership

Partnership working underpins the success of our work and within the year we have worked with 35 partners to make the ‘Life, Loss, Learning, Legacy’ project possible. These partners have provided partnership support around delivery, grant funding and advocacy. These partners included: Advonet;

Armley Helping Hands; Aspire Community Benefit Society; Better Action For Families; The Brelms Trust; Carers Leeds; Carers Trust; Comic Relief/Groundworks; Connect In The North; Dying Matters Leeds; Forum Central; Foyle Foundation; Full Circle Funerals; The Grocers Charity; Jamyang Centre; Jeans 4 Genes; Harnessing The Power Of Communities; The Harry and Mary Foundation; Imagine Foundation; Leeds Bereavement Forum; Leeds Community Foundation; Leeds Library Service - LEODIS; Mencap Leeds/Vinary Centre; National Lottery - Community Fund; People Matters;

4

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2023

Working in Partnership (continued)

People’s Postcode Trust; RWK Goodman; Social Enterprise Yorkshire & Humber; South Leeds Local Care Partnership; Sovereign Health Care; Specialist Autism Services; UBU; WADES Charity; The Wharfedale Foundation; Yorkshire and Humberside Asbestos Support Group.

We would like to take this opportunity to thank all of our partners for their commitment, support and guidance over the last year.

Selected 4L’s Feedback

Storyteller Feedback includes:

‘It was the most amazing course. I honestly cannot fault anything about it. We were given time to grieve and it was a massive help with bereavement.’

‘I was absolutely gobsmacked when I saw the video. It was nerve-racking to see it with so many people, but I enjoyed it.’

‘I can definitely see a change in me, and even my family can see a change in my whole outlook.’

‘It was powerful, uplifting and I felt respected all the time. I feel like I can help other people now and help them cope with grief. I've learnt by listening to other peoples' stories.’

‘I feel like I’ve progressed a lot and can now help other people. I have grown a bit emotionally – it was really nice listening to other people’s experiences of loss. Helping others who have gone through bereavement is my new goal – I am keen to be involved in the project in the future.’

‘I feel like I can be a more supportive partner and friend now.’

‘The experience has shaped me and I’ve grown. I now know who I am, and I understand where my feelings are from. I feel really confident and good inside and it’s helped me find another support group to join.’

‘I don’t get upset now. I used to get upset before talking about it, but I don’t now. And I’ve learnt, coming to this group, how to cope with it a lot more. So thank you very much.’

Storytellers Circles of Support Feedback includes:

‘I was blown away when I watched the videos at the screening. It's an amazing project and we already have people ready for the next one.

‘To be able to go back to people and say: ‘it’s better, it’s more valuable than I thought it was going to be – these are the experiences we’ve had over the past 12 weeks’…that really does capture people’s interest. I’ve learnt a lot myself and I’m really glad I’ve done it.’

‘To meet others who have been through the same thing has been absolutely invaluable. It's really had a great impact on her life.’

‘I would recommend it to any paid carer, anyone who’s working with adults with learning disabilities. I think for people to see you’re working with the whole person, and this experience has really shown what they can bring to us as well – I’ve learnt so much and would recommend it to anyone.’

‘There is so much to learn from the stories...we will share them around the research teams - these will be valuable resources in nursing training and on other courses.’

5

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2023

Public feedback includes:

‘I'm almost speechless - the stories are better than brilliant.’

‘It's a fantastic project because it gives people a voice and it makes people listen - it helps people heal and feel confident and in control of their lives.’

‘So often they’re told not to dwell on things, and they’re not allowed to talk about their loss, and some of the things I saw and heard in the videos were things that were said to me ‘don’t go on about it,’ ‘be strong,’ and it’s important to have this opportunity to be heard and to say, ‘no, this is how I feel.’

Traded Activity

We have also begun to re-establish some traded activity during this year, following the negative impact the covid-19 pandemic had on our trading in the previous year.

Longleigh Foundation - a video storytelling project focussing on the difference their grant-making partnerships has on beneficiaries and third-sector providers.

Social Enterprise Yorkshire & Humber - a series of short videos about the work of their annual award winners.

Shantona Women And Family Centre - 121 goal coaching for senior management. A documentary/drama that raises awareness of domestic violence and abuse within South Asian communities (complete summer 2023).

Equality Monitoring

During the period we supported 42 primary beneficiaries and storytellers to tell and share video stories of their lived experiences of bereavement, loss and life-changing health. We collected equality monitoring information from all of these. The key information from equality monitoring information collected (as provided) was:

Ethnic background Bangladeshi = 4 Pakistani = 4 White British = 34

Gender Female = 22 Male = 20

Disability Learning Disability = 12 Physical Disability = 3 Physical & Learning Disability = 2 Not disabled = 25

Religion or Belief Christian = 9 Jewish = 1 Muslim = 8 Mormon = 1 Not disclosed = 23

Sexual orientation Heterosexual = 26 Not disclosed = 16

6

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2023

Equality Monitoring (continued)

Age 0 - 14 years = 1 15 - 19 years = 1 20 - 24 years = 2 25 - 34 years = 6 35 - 44 years = 2 45 - 54 years = 12 55 - 64 years = 9 65 - 74 years = 3 75 - 84 years = 3 85+ years = 3

We are aware that there was a broad non-disclosure around faith and sexual orientation within the equality monitoring information. We are therefore working with our support partners to identify ways in which we can continue to collect accurate data in the future, especially where the information provider requires an advocate to support them with this task.

We also provided learning opportunities to secondary beneficiaries of the 4L’s project. These are people who either attended one of 5 screening and discussion events; supported family members with gathering stories and visual information including photographs; people who have discussed the themes of the video stories within closed training and awareness events led by our support partners; and people who have viewed video stories online or via social media. It is not possible for us to connect the equality monitoring information of primary beneficiaries due to the varied forms of engagement by secondary beneficiaries but having spoken to support partners and family members counted attendance lists at events and viewed the number of online hits on video stories, we estimate the number of secondary beneficiaries in this year to be 4366. This includes approximately 430 people engaging face-to-face and a further 3936 engaging online.

Since 2018, the ‘Life, Loss, Learning, Legacy’ project has shared 21,962 separate online views of people's video stories of lived experiences around bereavement, loss and life-changing health conditions.

We would like to take this opportunity to thank all of the 4L’s storytellers for the commitment they have shown, the support they have given their peers and the inspiration we all draw from their lived experiences.

Building New Opportunities for 2023-2024

Our strategic priorities for 2023-2024 These are:

‘Life, Loss, Learning Legacy’ projects - delivery testing and scaling;

Sharing Impact video story projects - traded projects within the third sector;

Advocacy ‘one-off’ video storytelling projects within the third sector that raise awareness of storytellers lived experiences.

7

The Lippy People Charitable Trust Trustees' report (continued) for the year ended 31 March 2023

Financial review

The net expenditure for the year was £27,776, including net expenditure of £4,648 on unrestricted funds and net expenditure of £23,128 on restricted funds.

In January 2022, following the support we provided bereaved people throughout the Covid pandemic and the end of three years of funding from the Longleigh Foundation for our 'Life, Loss, Learning, Legacy' project, our Trustees and the staff team felt it was important to take some time to reflect on what we had achieved since 2019. We also felt this review presented an opportunity to set a new development direction for this project. As a small charity, our decision meant that we did not deliver as many projects in 2022/23 as we had done in 2021/22, and this led to a drop in income compared to the previous financial year. As a direct result of our review and development focus, we are pleased to have secured new funding that will enable us to continue supporting vulnerable people through our 'Life, Loss, Learning, Legacy' project until the end of 2026.

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.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £22,103.

Lippy People has an aspiration to build up reserves to cover overhead costs should ongoing operational incomes not be forthcoming. We are currently working towards building a maximum reserve of £35,000/or 6 months of running costs (whichever is greater) and aim to retain a minimum reserve of £10,000.

8

The Lippy People Charitable Trust Trustees' report (continued) for the year ended 31 March 2023

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.

approved by the board of trustees on 12/10/2023

Antonio Ferrara (Trustee)

9

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 2023, which are set out on pages 11 to 17.

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

03/11/2023

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

10

The Lippy People Charitable Trust

Statement of Financial Activities

(including summary income and expenditure account) for the year ended 31 March 2023

Notes
2023
Unrestricted
funds
£
Income from:
Grants and donations
(2)
10,115
Sales and fees
9,632
Total income
19,747
Expenditure on:
Salaries, NIC and pension
(3)
15,672
Freelance contractors
485
Payroll charges
289
Travel and accommodation
529
Rent and rates
3,459
Printing, postage and stationery
113
Phone, internet and website
582
Office and other expenses
155
Dues and subscriptions
594
Insurance
1,332
Refreshments
-
Accountancy and independent examination
768
Research and development
84
Project expenses
66
Equipment costs
267
Room hire
-
Total expenditure
24,395
Net movement in funds
(4,648)
Fund balances brought forward
26,751
Fund balances carried forward
(4)
22,103		 2023
Restricted
funds
£
25,471
-
25,471
41,159
-
152
2,402
861
-
927
17
-
39
-
-
-
1,137
200
1,705
48,599
(23,128)
45,954
22,826		 2023
Total
funds
£
35,586
9,632
45,218
56,831
485
441
2,931
4,320
113
1,509
172
594
1,371
-
768
84
1,203
467
1,705
72,994
(27,776)
72,705
44,929		 2022
Total
funds
£
67,250
750
68,000
66,110
1,526
414
391
4,386
42
2,158
460
755
973
400
570
125
563
-
-
78,873
(10,873)
83,578
72,705

All incoming resources and resources expended derive from continuing activities.

11

The Lippy People Charitable Trust

Balance sheet

as at 31 March 2023
2023
Unrestricted
£
Current assets
Prepayments
-
Cash at bank
28,914
Total current assets
28,914
Current liabilities:
amounts falling due within one year
Creditors and accruals
(5)
6,811
Total current liabilities
6,811
Net assets
22,103
Funds
Unrestricted funds
22,103
Restricted funds
-
Total funds
22,103		 2023
Restricted
£
-
22,826
22,826
-
-
22,826
-
22,826
22,826		 2023
Total
£
-
51,740
51,740
6,811
6,811
44,929
22,103
22,826
44,929		 2022
Total
£
149
73,084
73,233
528
528
72,705
26,751
45,954
72,705

For the year ending 31 March 2023 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 12/10/2023

Antonio Ferrara (Trustee)

12

Notes to the accounts

The Lippy People Charitable Trust

for the year ended 31 March 2023

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, if 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.

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.

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.

13

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2023

2 Grants and donations
Brelms Trust
Comic Relief Community Fund
Imagine Foundation
Jeans 4 Genes
Sovereign Health Care Charitable Trust
The Harry & Mary Foundation
The Wharfedale Foundation
Leeds Bereavement Forum
Leeds Community Foundation
National Lottery Community Fund
People's Postcode Lottery
The Foyle Foundation
The Grocers Charity
Wades Charity
Other donations
3 Staff costs and numbers
Gross salaries
Social security costs
Employment allowance
Pensions		 2023
Unrestricted
funds
£
-
-
8,000
-
-
2,000
-
-
-
-
-
-
-
-
115
10,115		 2023
Restricted
funds
£
5,250
4,985
5,000
3,000
4,076
-
3,160
-
-
-
-
-
-
-
-
25,471		 2023
Total
funds
£
5,250
4,985
13,000
3,000
4,076
2,000
3,160
-
-
-
-
-
-
-
115
35,586
2023
£
55,692
4,446
(4,446)
1,139
56,831		 2022
Total
funds
£
-
-
12,500
-
5,000
-
-
1,450
5,000
8,900
17,400
3,000
5,000
2,000
7,000
67,250
2022
£
63,331
5,420
(4,000)
1,359
66,110
The average number of employees during the year was 2.8, being an average of 1.8 full time equivalent
(2022: 2.8, 2.2 FTE). There were no employees with emoluments above £60,000.
Defined contribution pension scheme 2023 2022
£ £
Costs of the scheme to the charity for the year 1,139 1,359

14

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2023

4 Restricted funds
4L's - Aspestos (Will CT)
4L's - Comic Relief/Groundworks
4L's - Jeans 4 Genes
4L's - Learning Disabled(Lottery)
4L's - Postcode Lottery
4L's - Sovereign
4L's - Wharfdale
4Ls - Grocers Charity
4Ls_Dying Matters
Brelms Trust
F. Winham
Imagine Foundation - 10th year
Imagine Foundation - Funding Dev.
LCF -HtPoC Fund
Wades		 Balance b/f
£
7,000
-
-
8,900
17,400
-
-
5,000
570
-
2,500
-
1,666
1,250
1,668
45,954		 Incoming
£
-
4,985
3,000
-
-
4,076
3,160
-
-
5,250
-
5,000
-
-
-
25,471		 Outgoing
£
7,000
-
-
8,900
17,400
6
3,160
5,000
570
543
896
540
1,666
1,250
1,668
48,599		 Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Balance c/f
£
-
4,985
3,000
-
-
4,070
-
-
-
4,707
1,604
4,460
-
-
-
22,826

Fund name

4L's - Aspestos (Will CT) 4L's - Comic Relief/Groundworks 4L's - Jeans 4 Genes 4L's - Learning Disabled(Lottery) 4L's - Postcode Lottery 4L's - Sovereign 4L's - Wharfdale 4Ls - Grocers Charity 4Ls_Dying Matters Brelms Trust F. Winham Imagine Foundation - 10th year Imagine Foundation - Funding Dev. LCF -HtPoC Fund Wades

Purpose of restriction

To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. To support delivery of ‘Life, Loss, Learning, Legacy’ project. Business development Manager funding. Towards business development Manager salary. Contribution to ‘Life, Loss, Learning, Legacy’ Learning Manager salary. To support delivery of ‘Life, Loss, Learning, Legacy’ project.

15

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2023

5 Creditors and accruals
2022
£
Accruals
726
Deferred income (see note below for analysis)
6,085
6,811
Deferred income
Deferred to
next year
£
Shantona Women's Centre Contract
6,085
6,085
Item name
Reason for deferral
Shantona Women's Centre Contract
Contract work not completed at year end.		 2021
£
528
-
528
Released
from last year
£
-
-

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 total employee benefits received by key management personnel were £30,598 (previous year:

16

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 2023

2023
2022
Unrestricted Unrestricted
funds
funds
£
£
Income
Grants and donations
10,115
7,500
Sales and fees
9,632
750
Total income
19,747
8,250
Expenditure
Salaries, NIC and pension
15,672
7,904
Freelance contractors
485
326
Payroll charges
289
414
Travel and accommodation
529
34
Rent and rates
3,459
-
Printing, postage and stationery
113
42
Phone, internet and website
582
1,154
Office and other expenses
155
112
Dues and subscriptions
594
490
Insurance
1,332
625
Refreshments
-
180
Accountancy and independent exam
768
90
Research and development
84
125
Project expenses
66
151
Equipment costs
267
-
Room hire
-
-
Total expenditure
24,395
11,647
Net movement in funds
(4,648)
(3,397)
Fund balances brought forward
26,751
30,148
Fund balances carried forward
22,103
26,751		 2023
Restricted
funds
£
25,471
-
25,471
41,159
-
152
2,402
861
-
927
17
-
39
-
-
-
1,137
200
1,705
48,599
(23,128)
45,954
22,826		 2022
Restricted
funds
£
59,750
-
59,750
58,206
1,200
-
357
4,386
-
1,004
348
265
348
220
480
-
412
-
-
67,226
(7,476)
53,430
45,954		 2023
Total
funds
£
35,586
9,632
45,218
56,831
485
441
2,931
4,320
113
1,509
172
594
1,371
-
768
84
1,203
467
1,705
72,994
(27,776)
72,705
44,929		 2022
Total
funds
£
67,250
750
68,000
66,110
1,526
414
391
4,386
42
2,158
460
755
973
400
570
125
563
-
-
78,873
(10,873)
83,578
72,705

17