CONNECTING TRAVELLERS & SERVICES LTI AnnuaL Report 2022-2023 ## **Introduction from the Chair of the Trustees** Once again, this year's Annual Report demonstrates the commitment, professionalism and innovative capacity of LTI's amazing staff and volunteers. Every year they come up with new ideas and ways of supporting Lincolnshire’s Traveller communities. I would like to thank all of them as well as the Charity's Trustees: Peter Dawson, Linda O’Hara, Amanda Blakey, Lisa Smith, Lisa Wilson, Emily-Elizabeth Smith, Carol Taylor, Sharon Bower, Lee Evans, Pearl Freestone, Claire Smith for all the hard work and support they have provided over the last year. In this report you will find a list of the achievements and the annual accounts for the year 2022 to 2023. Peter Allen-Williams ## Contents Director’s Introduction ............................................................................................................................... 3 Trustees .......................................................................................................................................................... 4 Our Team ........................................................................................................................................................ 4 Continuous Professional Development ............................................................................................. 5 Partnerships ................................................................................................................................................. 5 Social Return on Investment ................................................................................................................ 6 Achievements ............................................................................................................................................... 7 Health ......................................................................................................................................................... 7 Education ................................................................................................................................................... 7 Employability ............................................................................................................................................ 8 Advocacy.................................................................................................................................................. 10 Finances ....................................................................................................................................................... 10 Funders .................................................................................................................................................... 11 Accounts .................................................................................................................................................. 11 Final Word ................................................................................................................................................... 12 ## **Director’s Introduction** In the last year we’ve asked ourselves some pretty big questions: 1. How can we become self-financing and thus more sustainable? 2. What do we need to do to become more efficient in order to meet the increasing demand for our services, particularly from isolated individual families and the housed Traveller population? 3. What is missing from our curriculum offer and how can we fill any gaps? The answers to these questions hold out the promise of LTI becoming a much smarter and efficient organisation, capable of meeting the diverse and complex needs of the Traveller communities we serve throughout Lincolnshire. Our work encompasses four main areas – education (lifelong learning), training (into employment), healthcare (preventative work and promoting a healthy lifestyle) and advocacy (seeking answers and solutions to problems (e.g., legal, housing, financial etc.) As a team, we have grappled with these questions, and we believe we have found the way forward. We have not worked alone; in fact, we have once again received tremendous support from a number of partners without whose skills and expertise we would not have been able to arrive at the planned solutions we now have in place: Our Learning Bus has long been the flagship of LTI, delivering lifelong learning throughout the county. It provides the vital, daily face-to-face contact with the communities that we serve and informs us of their needs and ideas. However, as we grow, the increasing demand for our services is beginning to show our limitations. We can only physically visit so many locations in any one week or fortnight. The solution we are offering is our very own Digital Learning Hub. It is a major development which has been a long-time in planning but is now coming at last to fruition. It will cover all areas of our work and provide easy access to a full curriculum for home educated 11–16-year-olds, adult training, health training and signpost to wider help and support. We are being helped by Bishop Grosseteste University and LincHigher, amongst others, with the building of the platform. Paul Boucher May 2023 ## **Trustees** We currently have 12 Trustees acting on behalf of the charity. This includes 2 new Trustees that have joined us this year, which is a 20% increase. We are keen to include our Traveller Trustees as much as possible, so we have been trialling new meeting formats to be more inclusive. We have been holding our Trustee meetings across Lincolnshire to reduce travel, as well as having more in-depth discussions on certain topics to gain a deeper understanding. ## **Our Team** We are a close knit team of 8 that works across Lincolnshire, support our Traveller communities with all 4 areas of our work. Paul Boucher- Director Cat Entwistle – Operations Manager Lynne Walker – Lead Teacher Kirsty Mathers – Family Support and Adult Training Lead Donna Crabb- Teaching Assistant Ruth Smith- Family Support Officer Natasha Walmsley- Family Support and Adult Training Officer ## **Continuous Professional Development** As a predominantly education focussed charity, Continuous Professional Development, is taken very seriously. We promote learning and development from all our staff, volunteers and trustees. We have had some notable successes this year: - Kirsty and Natasha members of our Adult Training Team have both achieved a Level 6 Careers Advice and Guidance Diploma. - Cat our Operations Manager has gained her level 5 Operations Manager diploma. These are fantastic results and is a great addition of expertise to our team for the future. This is alongside our standard training in safeguarding that all team members complete. This year there has been a focus on domestic abuse and Prevent (anti-terrorism). ## **Partnerships** Our partnerships are vital to our work at LTI and allows us to achieve far more ambitious outcomes. We partner with a wide range of organisations. **Social Return on Investment** _“Every £1 invested in Lincolnshire Traveller Initiative produces an extra_ _**£8.41** in added social value”_ _Neil King, Director of CERT Consultancy April 2023_ Neil King an independent consultant from CERT carried out analysis on our achievements and calculated that for every £1 we are given in funding, we generate £8.41 of social benefits. Such as children gaining qualifications, people gaining employment and preventative health work. This saves councils, NHS and other public bodies money that can be spent elsewhere. Our next steps are to use this figure along with other data to assist with funding applications and discussions with NHS Commissioners. ## **Achievements** We have had a successful year at LTI with notable successes in all areas of our work. ## **Health** **----- Start of picture text -----**
Air Quality Testing on 5
39 Health and Safety
Sites with York
Qualifications awarded
University
40 Nurse visits to 7 Defibrillator batteries
different sites changed
No. of Health Health Champions have
Champions increased completed several
from 2 to 4 health related courses
Increased our Well
International Women's
Woman Groups from 2
Day event
to 3
**----- End of picture text -----**
Our holistic approach to providing positive futures for Travellers recognises there are many different factors affecting physical and mental health. We aim to help the “whole” person- this can often to be through several different routes. We have seen a significant increase in uptake of our health services as seen by the increase in Well Woman Groups, along with Health Champions. Nurse visits have made a huge difference in gaining awareness of health issues that were previously not being shared, such as vaccinations or accessing preventative/screening services. This has been calculated to save the NHS £474,699 per annum due to the reduction in need seen. The Well Woman Groups have been fantastic at raising awareness of different health issues and improving knowledge of physical health conditions. ## **Education** 55 parent and toddler group sessions for 38 individual children. 109 individual children supported 55 Functional Skills qualifications in Maths, English and IT 42 STEMM Science sessions delivered 100% of school leavers into further education or employment We have run a wide range of trips, outings and events- bowling, Parkour, McDonalds, Ecocentre, Recording studios, Filming. **Employability** **----- Start of picture text -----**
57% into 47% into
work work
8 into 5 into
employment employment
17
14 Men
women
**----- End of picture text -----**
**----- Start of picture text -----**
56% into
work
9 into
employment
16 young
people
**----- End of picture text -----**
## **Advocacy** **----- Start of picture text -----**
13%
Advocacy
2% 27%
Health
22%
Education
Housing
36% Early Years
**----- End of picture text -----**
## **Finances** Funders The 815hop of Lincoln's SOCIAL JUSTICE FUND 9¢s In pht amazon OCESEOFLINCOLN 'aul Hamlyn 40undation smi @AONSDOQOU@N LINC IGHER LOCAL ACCESS PROGRAMME Childpen in Need Ilneolnlhire ¢￿￿til lor voluntary youth 88rviee# Lincolnshirer . COMMUNITY FUND COUNf( COUNCIL LLOYDS BANK FOUNDATION Garfield Weston England & Wale5 FOUNDATION Accounts Income Expenses £140,703 £154,462 Deficit - £13,759 ## **Final Word** A final word from our Director _I want to thank our funders, our partners and supporters, the LTI staff team and volunteers and, above all, the Travellers, who never fail to amaze me with their enthusiasm and determination as we face the challenges of a rapidly changing and sometimes volatile world._ _The next year promises to be demanding, exciting and, hopefully, a lot of fun._ _Paul Boucher_ _July 2023_ **Charity Name Lincolnshire Traveller Initiative** **CC16a** **No (if any) 1165767** ## **Receipts and payments accounts** **For the** Period start Period end **To period from** 01/04/2022 31/03/2023 ## **Section A Receipts and payments** **Unrestricte Restricte Endowment Total Last year d funds d funds funds funds** **to nearest £ to nearest £ to nearest £ to nearest £ to nearest £** ## **A1 Receipts** |**A1 Receipts**|||||||||| |---|---|---|---|---|---|---|---|---|---| |CommunityFund|**-**||**46,895**||**-**||**46,895**||**-**| |Paul Hamlyn Foundation|||**37,770**||**-**||**37,770**||**-**| |Lincolnshire CountyCouncil|**29,372**||||**-**||**29,372**||**-**| |Children in Need|||**10,500**||**-**||**10,500**||**-**| |European Social Fund|||**3,924**||**-**||**3,924**||**-**| |West LindsayDistrict Council|||**5,000**||||**5,000**||| |LCVYS|**250**||**750**||||**1,000**||| |LincHigher|||**3,354**||||**3,354**||| |Lincolnshire CommunityFoundation|||**2,000**||||**2,000**||| |Other Revenue|**889**||||**-**||**889**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**30,510**||**110,193**||**-**||**140,703**||**-**| |**A2 Asset and investment**
**sales, (see table).**|||**-**
**-**
**110,193**|**-**
**-**
**110,193**|**-**
**-**
**-**|**-**
**-**
**-**|**-**
**-**
**140,703**|**-**
**-**
**140,703**|| |---|---|---|---|---|---|---|---|---|---| ||**-**||||||||| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**-**| ||||||||||| |Advertising& Marketing|**-**||**630**||**-**||**630**||**-**| |Bank fees|**-**||**3**||||**3**||| |Cleaning|**-**||**19**||||**19**||| |Consulting& Teaching|**-**||**2,550**||||**2,550**||| |Employer National Insurance|||||||**-**||| |Events,Training& Refreshments|**6,259**||**2,939**||||**9,198**||| |General Expenses|**206**||||||**206**||| |Insurance|**1,885**||||||**1,885**||| |IT Software and consumables|**138**||||||**138**||| |Light,Power,Heating|||||||**-**||| |Motor Vehicle Expenses|**855**||**2,119**||||**2,974**||| |Office Items|||||||**-**||| |Pension Costs|**89**||**947**||||**1,036**||| |Postage,freight & courier|**74**||||**-**||**74**||**-**| |Premises|||**10**||||**10**||| |Printing& stationery|**1,380**||**189**||**-**||**1,569**||**-**| |Rent|||**500**||**-**||**500**||**-**| |Repairs & Maintenance|||||**-**||**-**||**-**| |Salaries|**24,686**||**68,755**||**-**||**93,442**||**-**| |Staff training|||**136**||||**136**||| |Subscriptions|**313**||**384**||||**697**||| |Teachingresources|**2,613**||**7,353**||||**9,966**||| |Telephone & Internet|**125**||**1,062**||**-**||**1,187**||**-**| |Travel- National|**2,731**||**5,012**||**-**||**7,742**||**-**| |**_Sub total_ **|**41,353**||**92,609**||**-**||**133,962**||**-**| |**A4 Asset and investment**
**purchases, (see table)**|**-**
**-**
**-**
**-**
**41,353**
**- 10,843**|**-**
**-**
**-**
**-**
**41,353**
**- 10,843**|**20,500**
**-**
**-**
**20,500**
**113,109**
**- 2,916**|**20,500**
**-**
**-**
**20,500**
**113,109**
**- 2,916**|**-**
**-**
**-**
**-**
**-**
**-**|**-**
**-**
**-**
**-**
**-**
**-**|**20,500**
**-**
**-**
**20,500**
**154,462**
**- 13,759**|**20,500**
**-**
**-**
**20,500**
**154,462**
**- 13,759**|**-**
**-**
**-**
**-**
**-**
**-**| |---|---|---|---|---|---|---|---|---|---| |Vehicle|**-**||||||||| ||**-**||||||||| ||**-**||||||||| |**_Sub total_ **
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**-**||||||||| ||**- 10,843**||**- 2,916**||**-**||**- 13,759**||**-**| ||**-**|
|**-**|
|**-**||**-**||**-**| ||**50,809**||**12,763**||**-**||**63,572**||**-**| ||**39,966**||**9,847**||**-**||**49,813**||**-**| ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|**Details**
Current Account
petty cash
**_Total cash funds_**
(agree balances with receipts and
payments account(s))
**Details**|**Details**
Current Account
petty cash
**_Total cash funds_**
(agree balances with receipts and
payments account(s))
**Details**|**Unrestricte**
**d funds**
**to nearest £**|**Unrestricte**
**d funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**|**Endowme**
**nt funds**
**to nearest £**| |---|---|---|---|---|---|---|---| ||||**39,956**||**9,847**||**-**| ||||**10**||**-**||**-**| ||||**-**||**-**||**-**| ||||**39,966**||**9,847**||**-**| ||||||||OK| ||||||||**Endowme**
**nt funds**
**to nearest £**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||||**-**||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost**
**(optional)**||**Current**
**value**
**(optional)**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost**
**(optional)**||**Current**
**value**
**(optional)**| ||Computer Equipment||Multiple||**-**||**3,500**| ||Minibus||Multiple||**-**||**15,000**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||**Fund to which**
**liability relates**||**Amount due**
**(optional)**||**When due**
**(optional)**| **Details** ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees **-** |Signature|Print Name|Date of
approval| |---|---|---| |||| |||| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to th• tru8t• m•mb¢rn of L INCOLASFIILE TRAVELLER INifiATIVE On &¢¢ounts lor thè year end•d 1023 Charlty no any) IlbS7&7 S•¢ on pag•s I reF¥)rt to the twsless ￿ my examination of the accounts of th¢ above ch*ty Ilhe Tr￿0 kn the y8ar eThJ•J 31 /0 511011 Rmp0￿￿bIlltl•$ and A$ Ihe chanty trltsiees of Trust, you ar• rnSFth)sible for the preparation buls ol rgport of thtr accounts in accordan￿ wth the wuirements ofthe Chafrties Ad 2011 {Ih¢ W. I rewt in rospect ol my •xaminatth of Iho Trusf$ •¢¢ounts carried OLrt under seclion 145 of the 201 l Act aThJ in carryiThJ out my examinatson. I hab* foll¢￿4￿￿ the applicable ￿'re￿'onS gNen by the Charty Commi$s1 urhaer section 14gSllbl of th& Ad. I ha¥e crynple1￿ my examinatKJn. I confThi that no material mattern h8VO )me to my attenbon ') in onnèction ￿th the examination gives me cause to l*l￿ve that in. Any malerial resF*d." accounory i•cords r*)t kapt in •co)rdanc¢ wth ￿tion 130 01 lh* Ad or Indopendent •xamln•fs stst•m•nt I have no concerns aThJ hav8 cm at*oss nts other matter5 in conneclion with the examinatiw to atte￿On shoukl b& ¢Jrab￿ in order lo enabkn a PfoFer und•rslandiNJ ofthe a￿)unt5 to be reached. ' Pl&ose deletg Ihe in the b￿91S rfthey¢*) nolappty. 8l9n•d: 22 03 2013 N•rne: LA£A QEIO Relevant prof•tslonal quaiincatlonlsl or body Addr•M: SPRifvJGFIELQ STAir4foNJ 67 TH L I￿JC0￿￿j IER October 2018 Section 8 Disclosure Only complete rf the examiner needs to highlight matters ol Con￿rn Isee CC32, Inde￿ndent èxaminabon of charity accounts.. direcbon$ and guKlance for examinw51. Glve here brlel detslls of any hems that thè examln¢r T*lih88 to dl8clo8•. NIA IER October 2018