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2022-08-31-accounts

TIGERLILY TRUST

REGISTERED CHARITY 1163387 ANNUAL REPORT

FOR THE YEAR END 31 AUGUST 2022

TIGERLILY TRUST

FOR THE YEAR ENDED 31 AUGUST 2022 CHARITY INFORMATION

Registered charity number 1163387

Address 2 Holly House Barber Green Ayside Grange-Over-Sands Cumbria LA11 6HU

Contact Details 015395 33872 Chair Patrick Connor Trustees Val Isherwood Tracy Butterworth

Independent Examiner Shweta Pankhadiwala Lancaster District CVS The Cornerstone Sulyard Street Lancaster Lancashire LA1 1PX

TIGERLILY TRUST TRUSTEES' REPORT FOR THE YEAR ENDED 31 AUGUST 2022

The trustees present their report and accounts for the year ended 31 August 2022

Structure, governance and management

The Charity is governed by its constitution written on 12th December 2012

The trustees served during the year were:

Val Isherwood Patrick Connor Tracy Butterworth

Trustees retire at the end of the annual general meeting and they may be re-elected or re-appointed. The Trustees meet on a bimonthly basis to discuss budgeting, future events and all other business to maintain and take the charity forward. We remain a strong quorum of Trustees dedicated to further the objectives of the charity. We are deeply grateful for their contributions to Tigerlily Trust.

Objectives and activities

The charity’s objects are to preserve and protect the emotional and psychological health of parents who have suffered the loss of their baby through miscarriage, stillbirth or neonatal death, resident within the United Kingdom, with a preference for individuals and Hospitals within the Morecambe Bay NHS Trust area, by the provision of support and information for such persons.

Also, to advance education of the emotional and psychological effects of such a bereavement to professionals and the public through the provision of information.

Activities and service provision

Infirmary and Westmorland General Hospital to give to bereaved parents. These contain items to encourage parents to engage with their baby and enable them to make and collect as many memories as possible in the short time they have with their baby.

Achievements and performance

The Trustees have complied with their duty to have due regard to the guidance on public benefit published by the Charities Commission in exercising their powers of duties. The charity continued with its activities throughout the year to fulfil its aims and objectives as well as continuing

to develop its internal policies and overall governance of the charity.

Over the past 12 months Tigerlily Trust has sustained progress across all its core areas.

We continue to receive extremely heartfelt feedback from the recipients of our remembrance boxes and miscarriage care boxes, as well as hospital staff.

Thanks to the Trusts strong foundation we have been able to secure our service provision and meet staff costs, so maintaining stability and sustainability even in what has been another very difficult year. We are tremendously grateful to everyone that has enabled the charity to continue its service provision throughout 2021/22 and allowed us to focus our efforts on our main objectives of providing support for the bereaved.

We are also extremely grateful to the Co-op Community Fund for choosing Tigerlily Trust as one of the local charities they supported this year, also the Postcode Lottery and BAE, for their funding that has enabled us to provide good support locally. We sincerely thank them for helping to make all our work possible, without them there would be far less support available locally for bereaved parents.

We are also incredibly grateful for the continued support of donations from the public and fundraising events held by the bereaved families we support who this year have raised a substantial amount of money for the Charity. Every penny is gratefully received and carefully allocated to provide the best possible support to our bereaved parents. We thank every individual and organisation that has provided us with the funding that enables us to make such a difference in our bereaved parents lives.

Parents and Trustees also showed their support by volunteering to help with things such as the making up of Remembrance Boxes and Miscarriage Care Boxes and processing of all the knitted items we donate to hospitals. This support has helped the Charity enormously. We

managed to create the stock levels needed to last through to summer 2023 in this time.

Our Support Group Meetings continued via Zoom and one to one support was delivered face to face or via Zoom.

We have continued our social media presence with Facebook and Instagram. Instagram has proved to be a popular alternative to Facebook with the bereaved parents we support.

As we reflect on the past years achievements and look at the feedback from our service users, one thing is clear, that the ethos, values, compassion, understanding and kindness that underpin all of our endeavours create an atmosphere where we can help bring comfort and healing to many people’s lives. We hope to continue to build on our support provision, and we are incredibly grateful to have been given the fundraising support needed.

We are endeavouring to do all we can to ensure we can continue to provide our valued and vital support.

Statement of Trustee Responsibilities

Charity law requires trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the Charity and of its financial activities for that period. In preparing those financial statements the Trustees are required to:

  1. Select suitable accounting policies and then apply them consistently;

  2. Make judgments and estimates that are reasonable and prudent;

  3. State whether the policies adopted are in accordance with Statement of Recommended Practice (SORP) Accounting by Charities and with applicable accounting standards, subject to any material departures disclosed and explained in the financial statements.

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Acts. The Trustees are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud or other irregularities.

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity's trustees

Patrick Connor 31- Aug-22

Patrick Connor

...............................

Tracy Butterworth 31-Aug-22

Tracy Butterworth

...................................

Tigerlily Trust ACCOUNTS and FINANCIAL STATEMENT For the Period

1[st] September 2021 to 31[st] August 2022

Tigerlily Trust INCOME AND EXPENDITURE ACCOUNT 1st September 2021 to 31st August 2022

Income
Expenditure
Operating Surplus /Deficit
Interest receivable
Surplus / Deficit on activities		 2021-22
2020-21
38,334
18,265
34,729
31,466
3,605
13,201
-
-
-
3,605
13,201
-

Tigerlily Trust BALANCE SHEET

1st September 2021 to 31st August 2022

Current Assets
Debtors
Cash at bank
Cash in hand
Creditors:amounts falling due within one year
Net current assets
Total assets less current liabilities
Net assets
Funds:
Unrestricted funds
Restricted funds
Reserves
Total Funds		 2021-22
2020-21
-
10,562
6,990
33
-
10,596
6,990
-
-
10,596
6,990
-
-
10,596
6,990
3,503
5,213
5,556
540
1,537
1,237
10,596
6,990

Signed on behalf of The Tigerlily Trust

………………………………………

Tigerlily Trust INCOME AND EXPENDITURE ACCOUNT

1st September 2021 to 31st August 2022

INCOME
Grants
Donations
Sales
Virgin Money Giving
EXPENDITURE
Materials
Staff Costs
Office Expenses
Research
Accountancy fees
Fundraising Cost
Travel & Motor Vehicle Cost
Repair & Renewals(Equipment)
Training
Use of Home
Room Hire/Rent
Bank Charges
Equipment
Total Administrative expenses
Interest received
Surplus / Deficit on activities		 2020-21
Restricted Unrestricted Total
£
£
£
£
20,000
2,505
22,505
1,000
1,300
13,388
14,688
12,109
-
75
75
-
-
1,066
1,066
5,155
21,300
17,034
38,334
18,265
2,552
106
-
2,446
2,388
11,850
8,250
20,100
21,000
492
300
792
900
182
48
230
684
-
85
85
60
158
757
915
42
4
4,673
4,678
2,511
193
1,089
1,282
649
-
-
-
37
-
1,639
1,639
804
419
1,266
1,685
1,088
-
19
19
14
136
723
859
1,290
15,985
18,744
34,729
31,466
-
-
-
-
5,315
1,710
-
3,605
13,201
-
2021-22

Independent examiner's report to the trustees of Tigerlily Trust

I report on the accounts for the year 1st September 2021 - 31st August 2022

Respective responsibilities of trustees and examiner

The Board of Directors are responsible for the preparation of the accounts. The Board of Directors consider that an audit is not required for this year under section 476 of the Companies Act 2006.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements have not been met

or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Shweta Pankhadiwala

c/o Lancaster District CVS The Cornerstone, Sulyard Street, Lancaster, LA1 1PX

1st June 2023

Tigerlily Trust ACCOUNTS and FINANCIAL STATEMENT For the Period

1[st] September 2021 to 31[st] August 2022

Tigerlily Trust INCOME AND EXPENDITURE ACCOUNT 1st September 2021 to 31st August 2022

Income
Expenditure
Operating Surplus /Deficit
Interest receivable
Surplus / Deficit on activities		 2021-22
2020-21
38,334
18,265
34,729
31,466
3,605
13,201
-
-
-
3,605
13,201
-

Tigerlily Trust BALANCE SHEET

1st September 2021 to 31st August 2022

Current Assets
Debtors
Cash at bank
Cash in hand
Creditors:amounts falling due within one year
Net current assets
Total assets less current liabilities
Net assets
Funds:
Unrestricted funds
Restricted funds
Reserves
Total Funds		 2021-22
2020-21
-
10,562
6,990
33
-
10,596
6,990
-
-
10,596
6,990
-
-
10,596
6,990
3,503
5,213
5,556
540
1,537
1,237
10,596
6,990

Signed on behalf of The Tigerlily Trust

………………………………………

Tigerlily Trust INCOME AND EXPENDITURE ACCOUNT

1st September 2021 to 31st August 2022

INCOME
Grants
Donations
Sales
Virgin Money Giving
EXPENDITURE
Materials
Staff Costs
Office Expenses
Research
Accountancy fees
Fundraising Cost
Travel & Motor Vehicle Cost
Repair & Renewals(Equipment)
Training
Use of Home
Room Hire/Rent
Bank Charges
Equipment
Total Administrative expenses
Interest received
Surplus / Deficit on activities		 2020-21
Restricted Unrestricted Total
£
£
£
£
20,000
2,505
22,505
1,000
1,300
13,388
14,688
12,109
-
75
75
-
-
1,066
1,066
5,155
21,300
17,034
38,334
18,265
2,552
106
-
2,446
2,388
11,850
8,250
20,100
21,000
492
300
792
900
182
48
230
684
-
85
85
60
158
757
915
42
4
4,673
4,678
2,511
193
1,089
1,282
649
-
-
-
37
-
1,639
1,639
804
419
1,266
1,685
1,088
-
19
19
14
136
723
859
1,290
15,985
18,744
34,729
31,466
-
-
-
-
5,315
1,710
-
3,605
13,201
-
2021-22

Independent examiner's report to the trustees of Tigerlily Trust

I report on the accounts for the year 1st September 2021 - 31st August 2022

Respective responsibilities of trustees and examiner

The Board of Directors are responsible for the preparation of the accounts. The Board of Directors consider that an audit is not required for this year under section 476 of the Companies Act 2006.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements have not been met

or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Shweta Pankhadiwala

c/o Lancaster District CVS The Cornerstone, Sulyard Street, Lancaster, LA1 1PX

1st June 2023