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2024-03-31-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 2024

The Lippy People Charitable Trust

Annual Report and Financial Statements for the year ended 31 March 2024

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 14

Prepared by West Yorkshire Community Accountancy Service CIO

1

The Lippy People Charitable Trust

Trustees' report for the year ended 31 March 2024

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 Chair Yvonne Ugarte Susan Sutton Ruth Owen Tasneem Suleman

Appointed 18 January 2024 Appointed 24 June 2024

Charity number

Charity number 1162902 Company number 08030734 Registered and principal address Bankers Hillside The Co-operative bank Beeston Road PO Box 250 Leeds Skelmersdale LS11 8ND WN8 6WT

Company number

Registered and principal address

Registered in England and Wales Registered in England and Wales

Independent examiner

E J Beverley FCCA

West Yorkshire Community Accountancy Service CIO

Stringer House 34 Lupton Street Leeds LS10 2QW

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 and on 7 November 2022. 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 2024

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.

The charity's main 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.

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.

Achievements and performance

In addition to continuing to diversify 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.

2023-24 has provided an opportunity to build on our business review and planning in 2022-23 based on what had worked well since 2018 within our long-standing video storytelling and coaching project ‘Life, Loss, Learning, Legacy’. We learnt through our evaluations of past 4L’s projects that there were clear impacts and interest in future project collaborations with learning-disabled adults, their unpaid carers and people living with life-changing health conditions. We spend the first 4 months of the year building a successful National Lottery Reaching Communities bid, which will see the project continue to develop over the next 3 years.

For our 4L’s project with learning-disabled adults and unpaid carers in Leeds, we were recognised by partners and received a Highly Commended Project of the Year in the Health and Wellbeing Category at the Compassionate City Awards held by Leeds City Council. This civic recognition of the 4L’s project is rewarding to all stakeholders and we thank them for their ongoing commitment to working with us on the 4L’s project.

Our video storytelling and coaching project ‘Life, Loss, Learning, Legacy’ successfully built on its project support to South Asian women in Bradford in partnership with Womenzone, Sovereign Healthcare and the Harry and Mary Foundation. The project enabled South Asian women to share their experiences of loss, bereavement and significant life-changing experiences. You can view some of the stories and impacts from this project by following these links: https://bit.ly/48jJotW

The ‘Life, Loss, Learning, Legacy’ successfully also built on its project support to learning-disabled adults in Leeds by securing funding from Comic Relief/Groundwork. The project enabled learning-disabled people to overcome loneliness, anxiety or social isolation as a result of the bereavements of parents and siblings. You can view some of the stories and impacts from this project by following these links: https://bit.ly/3HQMEkV

The ‘Life, Loss, Learning, Legacy’ successfully built on its support to learning-disabled adults and unpaid carers in Leeds by securing 3-year funding support from the National Lottery Reaching Communities Fund for a series of 4L’s projects in Leeds. To date, two projects from this year are near completion and the stories and learning reports from this project will completed at the end of the first year of this funding 31.10.24 and will be included in our next annual report.

3

The Lippy People Charitable Trust Trustees' report (continued) for the year ended 31 March 2024

Achievements and performance

The ‘Life, Loss, Learning, Legacy’ also built on its support for people living with or providing unpaid care to people living with asbestos-related diseases in South Yorkshire. The projects were supported by the Postcode Lottery and SARAG - The Yorkshire and Humberside Asbestos Support Group. The project enabled two groups of people to share their experiences and begin to overcome loneliness, anxiety or social isolation as a result of their significant life-changing experiences. The learning reports for this project are still being completed at the time of this report. However, you can view some of the video stories from this project here: bit.ly/4c5gPCk

We also continued to extensively test collaborative and creative ways of understanding the difference the 4L’s project makes with diverse beneficiary and partnership groups. We have embedded mixed media learning reporting processes which we continue to build on with more peer-to-peer learning engagement through increased volunteering.

During this year we produced several video stories for Shantona Women's Centre in Leeds. The first project was 6 short stories about the difference the organisation’s work has made to women and girls as part of their 25th-year celebration event. We also co-produced a 15-minute drama/documentary to support community conversation-building as part of their ongoing support to women and families experiencing domestic violence and abuse. These videos are not yet publicly available by Shantona to share in this report.

You can keep up to date by viewing all of our available video stories via our website - www.lippypeople.org or by searching YouTube for the Lippy People channel.

Working in Partnership

Partnership working underpins the success of our work and within the year we have worked with 28 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:

100% Digital Leeds ABCD Leeds; Advonet; Aspire Community Benefit Society; The Brelms Trust; Comic Relief/Groundworks; Connect In The North; Day One Trauma Dying Matters Leeds; Forum Central; Full Circle Funerals; Jeans 4 Genes; The Harry and Mary Foundation; Imagine Foundation; Leeds Bereavement Forum; Leeds Library Service - LEODIS; Royal Mencap; National Lottery - Reaching Communities Fund People’s Postcode Trust; People Matters Leeds, People in Action Royal Mencap; University of Sheffield/Mesothelioma UK; Shantona Women and Family Centre; Sovereign Health Care; Womenzone Bradford; UBU; Yorkshire and Humberside Asbestos Support Group.

4

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2024

Working in Partnership (continued)

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 felt so empowering to tell my story. It’s important to try these things. And I can say I feel much better after telling everyone my story about losing my Dad”

Storytellers Circles of Support Feedback includes:

“This project is so unique and what it gives to those that take part is unique. Friendships, community, a voice to be heard and a legacy to someone’s life.”

Public feedback includes:

“ I absolutely will share videos. It would help so many people respect and understand people with learning difficulties. An absolute must watch, listen and learn.”

Traded Activity

We have also begun to re-establish some traded activity during this year with the Shantona Women's Centre (see above) and Leeds City Council on Asset-based Community development in Leeds.

Equality Monitoring

During the period we supported 108 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 these storytellers, as well as those involved in the traded work we carried out. The key information from equality monitoring information collected (as provided) was:

Ethnic background Bangladeshi = 16 Pakistani = 16 White British = 52 Afro-Caribbean = 12 Arabic = 5 South Asian = 6 Mixed = 1

Gender Female = 65 Male = 43

Disability Learning Disability = 19 Physical & Learning Disability = 6 Not disabled = 83

Religion or Belief Christian = 31 Atheist = 2 Muslim = 37 Not disclosed = 38

Sexual orientation Heterosexual = 46 LGBTQ+ = 1 Not disclosed = 61

5

The Lippy People Charitable Trust

Trustees' report (continued) for the year ended 31 March 2024

Equality Monitoring (continued)

Age 0 - 14 years = 1 15 - 19 years = 3 20 - 24 years = 10 25 - 34 years = 12 35 - 44 years = 26 45 - 54 years = 24 55 - 64 years = 13 65 - 74 years = 10 75 - 84 years = 8 85+ years = 1

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 have also worked alongside an LGBTQ+ support group to engage in training around language and diversity, which highlighted the importance of non-disclosure as an active choice as opposed to an opt-out.

We also provided learning opportunities to secondary beneficiaries of the 4L’s project. These are people who either attended one of 7 small and personal 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 2,717. This includes approximately 145 people engaging face-to-face and a further 2572 engaging online.

Since 2018, our video stories of lived experiences have shared 29,572 separate online views.

We would like to take this opportunity to thank all of our 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 2024-2025

Our strategic priorities for 2024-2025 These are:

Life, Loss, Learning Legacy’ projects - learning disabled, asbestos-related diseases, Huntingdon/Juvenile Huntington Disease;

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.

Financial review

The net income for the year was £6,899, including net income of £11,645 on unrestricted funds and net expediture of £4,746 on restricted funds.

Reserves policy

The charity's free reserves, excluding fixed assets, at the year end were £33,748.

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 running costs (whichever is greater) and aim to retain a minimum reserve of £10,000.

6

The Lippy People Charitable Trust Trustees' report (continued) for the year ended 31 March 2024

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 18/10/2024

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 2024, which are set out on pages 9 to 14.

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

22/10/2024

West Yorkshire Community Accountancy Service CIO

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 2024

Notes
2024
Unrestricted
funds
£
Income from:
Grants and donations
(2)
10,000
Sales and fees
6,135
Other income
113
Total income
16,248
Expenditure on:
Salaries, NIC and pension
(3)
1,324
Freelance contractors
-
Payroll charges
-
Travel and accommodation
-
Rent and rates
1,265
Printing and postage
20
Phone, internet and website
286
Office and other expenses
413
Dues and subscriptions
112
Insurance
181
Entertainment and Refreshments
-
Accountancy and independent examination
959
Research and development
-
Project expenses
-
Stationary and equipment costs
43
Room hire
-
Total expenditure
4,603
Net income / (expenditure)
11,645
Fund balances brought forward
22,103
Fund balances carried forward
(4)
33,748
2024
Restricted
funds
£
58,476
-
-
58,476
54,418
19
384
1,769
2,985
22
256
143
472
888
361
43
-
1,045
417
-
63,222
(4,746)
22,826
18,080
2024
Total
funds
£
68,476
6,135
113
74,724
55,742
19
384
1,769
4,250
42
542
556
584
1,069
361
1,002
-
1,045
460
-
67,825
6,899
44,929
51,828
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

All incoming resources and resources expended derive from continuing activities.

9

The Lippy People Charitable Trust

Balance sheet

as at 31 March 2024
2024
Unrestricted
£
Current assets
Cash at bank
34,708
Total current assets
34,708
Current liabilities:
amounts falling due within one year
Accruals
(5)
960
Total current liabilities
960
Net assets
33,748
Funds
Unrestricted funds
33,748
Restricted funds
-
Total funds
33,748
2024
Restricted
£
18,423
18,423
343
343
18,080
-
18,080
18,080
2024
Total
£
53,131
53,131
1,303
1,303
51,828
33,748
18,080
51,828
2023
Total
£
51,740
51,740
6,811
6,811
44,929
22,103
22,826
44,929

For the year ending 31 March 2024 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 are 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 18/10/2024

Antonio Ferrara (Trustee)

10

Notes to the accounts

The Lippy People Charitable Trust

for the year ended 31 March 2024

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.

11

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2024

2 Grants and donations
2024
Unrestricted
funds
£
Advonet
-
Comic Relief Community Fund
-
Imagine Foundation
8,000
Money Supermarket
-
People's Postcode Lottery
-
Royal Mencap
-
The Harry & Mary Foundation
2,000
The National Lottery Reaching Communities Fund
-
Anonymous funder
-
Brelms Trust
-
Jeans 4 Genes
-
Sovereign Health Care Charitable Trust
-
The Wharfedale Foundation
-
Other donations
-
10,000
3 Staff costs and numbers
Gross salaries
Social security costs
Employment allowance
Pensions
2024
Restricted
funds
£
2,500
4,985
-
570
16,746
2,000
-
24,175
7,500
-
-
-
-
-
58,476
2024
Total
funds
£
2,500
4,985
8,000
570
16,746
2,000
2,000
24,175
7,500
-
-
-
-
-
68,476
2024
£
54,475
5,007
(5,000)
1,260
55,742
2023
Total
funds
£
-
4,985
13,000
-
-
-
2,000
-
-
5,250
3,000
4,076
3,160
115
35,586
2023
£
55,692
4,446
(4,446)
1,139
56,831

The average number of employees during the year was 2, being an average of 1.7 full time equivalent (2023: 2.8, 1.8 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
£
4L's - Asbestos
-
4L's - Comic Relief/Groundworks
4,985
4L's - Sovereign
4,070
4L's - Postcode Lottery 2
-
Advonet
-
Brelms Trust
4,707
CAF/MoneySupermarket
-
F. Winham
1,604
Imagine Foundation - 10th year
4,460
National Lottery - RCF
-
Royal Mencap
-
Jeans4Genes
3,000
22,826
Incoming
Outgoing
£
£
7500
7500
4,985
9,970
-
4,070
16,746
11,583
2,500
2,500
-
4,707
570
60
-
273
-
4,460
24,175
18,099
2,000
-
-
-
58,476
63,222
2024
£
1,260
Transfers
£
-
-
-
-
-
-
-
-
-
-
-
-
-
2023
£
1,139
Balance c/f
£
-
-
-
5,163
-
-
510
1,331
-
6,076
2,000
3,000
18,080

12

The Lippy People Charitable Trust

Notes to the accounts continued

for the year ended 31 March 2024

4 Restricted funds (continued)

Fund name

Purpose of restriction

4L's - Asbestos To support delivery of ‘Life, Loss, Learning, Legacy’ project. 4L's - Comic Relief/Groundworks To support delivery of ‘Life, Loss, Learning, Legacy’ project. 4L's - Sovereign To support delivery of ‘Life, Loss, Learning, Legacy’ project. 4L's - Postcode Lottery 2 To support delivery of ‘Life, Loss, Learning, Legacy’ project. Advonet Towards ‘Life, Loss, Learning, Legacy’ project' advocacy. Brelms Trust To support delivery of ‘Life, Loss, Learning, Legacy’ project. CAF/MoneySupermarket To purchase equipment. F. Winham To support delivery of ‘Life, Loss, Learning, Legacy’ project. Imagine Foundation - 10th year Business development Manager funding. National Lottery - RCF To support delivery of ‘Life, Loss, Learning, Legacy’ project. Royal Mencap To support delivery of ‘Life, Loss, Learning, Legacy’ project. Jeans4Genes To support delivery of ‘Life, Loss, Learning, Legacy’ project.

Creditors and accruals
Accruals
Deferred income (see note below for analysis)
Deferred income
Shantona Women's Centre
Item name
Reason for deferral
Shantona Women's Centre
Contract work not completed at year end.
2024
£
1,303
-
1,303
Deferred to
next year
£
-
-
2023
£
726
6,085
6,811
Released
from last year
£
6,085
6,085

5 Creditors and accruals

6 Deferred income

7 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 £33,377 (previous year: £30,598).

13

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 2024

2024
2023
Unrestricted Unrestricted
funds
funds
£
£
Income
Grants and donations
10,000
10,115
Sales and fees
6,135
9,632
Other income
113
-
Total income
16,248
19,747
Expenditure
Salaries, NIC and pension
1,324
15,672
Freelance contractors
-
485
Payroll charges
-
289
Travel and accommodation
-
529
Rent and rates
1,265
3,459
Printing and postage
20
113
Phone, internet and website
286
582
Office and other expenses
413
155
Dues and subscriptions
112
594
Insurance
181
1,332
Entertainment and Refreshments
-
-
Accountancy and independent exam
959
768
Research and development
-
84
Project expenses
-
66
Stationary and equipment costs
43
267
Room hire
-
-
Total expenditure
4,603
24,395
Net income / (expenditure)
11,645
(4,648)
Fund balances brought forward
22,103
26,751
Fund balances carried forward
33,748
22,103
2024
Restricted
funds
£
58,476
-
-
58,476
54,418
19
384
1,769
2,985
22
256
143
472
888
361
43
-
1,045
417
-
63,222
(4,746)
22,826
18,080
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
2024
Total
funds
£
68,476
6,135
113
74,724
55,742
19
384
1,769
4,250
42
542
556
584
1,069
361
1,002
-
1,045
460
-
67,825
6,899
44,929
51,828
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

14