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2024-03-31-accounts

REGISTERED CHARITY NUMBER: 1176614

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2024

for IPSUM

Monahans Chartered Accountants Hermes House Fire Fly Avenue Swindon Wiltshire SN2 2GA

IPSUM

Contents of the Financial Statements for the Year Ended 31 March 2024

Page
Report of the Trustees 1 to 6
Independent Examiner's Report 7
Statement of Financial Activities 8
Balance Sheet 9
Notes to the Financial Statements 10 to 17

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

The trustees present their report with the financial statements of the charity for the year ended 31 March 2024. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to 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).

OBJECTIVES AND ACTIVITIES

Objectives and aims

Our objectives are: To assist in the treatment, care, and rehabilitation of persons suffering from mental, emotional or psychological illness, including but not limited to issues relating to drug and alcohol abuse, by: (i) the provision of counselling and support concerned with the alleviation of symptoms and the cure of illness ancillary to those provided by the statutory authorities, and (ii) the provision of facilities for immersive creative therapies.

Significant activities

IPSUM Programmes

We are very fortunate that our trained facilitators and therapists are supported by volunteers with a diverse range of skills and talents.

A rewarding part of our programme is to empower our service users and support them towards becoming peer mentor volunteers if they want to. This has been a successful intervention, building self-esteem and employment skills and for many of our clients who have since moved on to secure paid work.

New View Art Room

Daily workshops provide the opportunity for clients to try new ideas, experiment with different art mediums and try activities such as watercolour painting, acrylics, drawing, textiles, crafts, printmaking and more.

The Therapeutic Creative Arts are a powerful tool that can help to relieve anxiety ,stress and tension. It can increase motivation and self-worth giving new outlets as a distraction technique and safe coping mechanisms.

Basement 13 Music Studio

Our music studio offers a chance for clients to experience the power of music through many different mediums. We are in the fortunate position to offer specialist music therapy groups with a world-renowned psychotherapist.

The opportunity to learn to play an instrument including guitar, bass guitar, keyboard and drums. With the support of our music facilitator there is the option to record your own music, songs or poetry in our professional studio.

IPSUM is also in the position to offer the exciting prospect of creating and engineering your own digital music with a tutor, using a computer programme which supports your learning. No musical theory is needed to access learning. there is also the exciting prospect of taking a course in DJing.

We hold a weekly session to create a monthly radio show that is aired on a local radio station with special features, interviews and the chance to play some of the music produced in the studio.

The Art and Soul Show from the Sounds of IPSUM is on Swindon 105.5 FM. This is a fantastic opportunity for clients to showcase their work and be involved in production and engineering.

Therapeutic Creative Writing Courses

The creative writing courses offer an opportunity to explore the written word in a facilitated group. There is a mix of poetry, short stories and songs created by the clients embracing this very effective modality.

The safe space created by the tutor gives a platform for exploring the creative mind and can prove to be a very effective tool to learn and use as a healthy way to express thoughts and feelings.

Talking Therapies

What makes us unique is that clients are not limited to the 6 or 12 sessions of treatment that they can experience under NHS treatment services.

Our Counsellors come from a varied background of theoretical training which enables us to try to meet the needs of each individual.

Our Counselling & Psychotherapy Services are accessible to both 1:1 or couples. All Counsellors abide by the 'British Association for Counsellors and Psychotherapists' ethical guidelines and the charity is registered with them as our governing body.

Page 1

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

OBJECTIVES AND ACTIVITIES

Mindfulness, Meditation and Relaxation

IPSUM facilitates mindfulness and meditation courses run over a six-week period which teaches the art of healthy relaxation.

Exploring the theory behind the very healthy and powerful coping mechanism of relaxation underpins the learning and increases the client's self-awareness.

At the end of this course the client will have a life-long coping tool they can use in any situation.

Professional Training

IPSUM holds Continuing Professional Development days for Counsellors. We also offer training packages and team building days to organisations.

We offer a range of CPD training including

'Managing Risky Situations'. 'Conflict in the Workplace' 'Stress, Anxiety and Mood management' 'How to manage difficult conversations'

Teambuilding

We use our Creative Studios as a platform to create that bespoke Teambuilding Day unlike any you have experienced before.

No need to worry about bad weather spoiling your employees' experience. A warm and inviting studio provides the space to challenge the group dynamics and bring your team together writing and recording their song in a day. And if music isn't the draw for your team then we can tailor a Teambuilding Day with a few surprises in the Art Studios where the team creates a masterpiece.

The Ground Café

A weekly drop in Café session is on offer for all our clients. This creates a safe space for clients to meet with others and widen their social circles through meeting with a diverse group of people. This is also a good place to hear about upcoming events and courses at IPSUM.

Public benefit

The trustees have paid due regard to the Charity Commission's guidance on public benefit in deciding what activities the charity should undertake. The trustees consider that they have acted in the public benefit.

Page 2

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

ACHIEVEMENT AND PERFORMANCE Charitable activities

Supervision

As per BACP requirements, we employ 5 independent accredited supervisors to support all staff, managers, and volunteers. All have monthly supervision and regular appraisals to discuss capability, performance, and wellbeing, ensuring that everyone is supported to provide the highest level of care possible. Our Supervision Policy is available for study if required.

Key Achievements within our cohort:

Sessions offered:

Counselling - 5,760 sessions per year

This equates to provision for 432 spaces in creative writing groups.

Ipsum Youth

The difference we are making for YPs.

We have created an inclusive, accessible programme for our young people, that enables them to access a therapeutic outlet to manage difficult feelings and emotions in a safe supportive space.

We are aware of the extended wait times impacting our younger generations mental health further, some primary care services being shut, others with a minimum 6 month wait before an assessment can be offered.

We ensure that from the point of referral, our young people are contacted within 48 hours and offered an assessment.

Out of 100 YPs

Safeguarding

IPSUM is committed to practices which promote the wellbeing of children and young people and help keep them safe from harm. Staff and volunteers in this organisation recognise and accept our responsibility to develop awareness of the issues which cause children and young people harm.

Harm will be related to physical, emotional, sexual abuse and neglect, as well as harm arising from a young person's drug I alcohol use, domestic violence, and substance misuse in the family.

Staffing

The Director is a qualified psychotherapist, who was safeguard lead for Swindon in a previous role, the Counsellor Manager is accredited with BACP level 6, Project Manager is also a qualified counsellor.

The Art team come from a range of backgrounds including a qualified arts teacher with an expertise in young people and NEETS, A trainee art psychotherapist on placement, a creative therapist, and a creative writer, supported by 2 volunteers from the university of life. All trained to a minimum of level 3 mental health.

The music team have a drama/music psychotherapist, trainee music therapist from a local university on Placement, a Digital Audio Workstation YP facilitator, specialising in teaching engineering and production, and a facilitator from the university of life who offers a range of expertise in learning to play an instrument, song writing and recording, plus some amazing peer volunteers.

As a minimum, all paid, and volunteer counsellors are required to be recognised by a governing body.

Page 3

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

FINANCIAL REVIEW Financial position

The charity is in a stable financial position following the 2023-24-year end.

At 31 March 2024, total funds held were £371,093, of which restricted funds are £23,099 and designated funds are £155,235. Designated funds include £118,495 of Functional Fixed Assets which are held for charity use (including those used for the running and administration of the charity) and £36,740 for ongoing property maintenance and new projects .

Income generation is IPSUM's major focus to sustain its work/service offerings, IPSUM must be able to generate sufficient income to cover costs by generating enough funds to cover staff & non-staff overheads and key activities.

Our income is generated from numerous sources, including trusts in the form of grants, public fundraising, commissioning for contracts. We have various approaches to generating income from as many different sources, these are supported by marketing activities i.e., Facebook, fundraisers, promotional radio interviews etc. aimed at connecting to supporters, donors, and funders.

Income from the Counselling services has delivered directly to our mission and secured income this year of £45,968. We have seen a steady demand for our new training offers and plans are in place to develop these services further over the next year.

Overall expenditure in the year was £332,656 and reflects the increase in the number of staff and associated costs to deliver new programmes and activities.

The unrestricted funds, excluding designated funds, show a healthy balance of £192,758, which will allow us to invest in the infrastructure of the organisation needed after several years of growth. It also helps us to weather cashflow variations in funder payments.

IPSUM continually demonstrates tightly managed cost control processes, with the introduction of on-boarding new services and the expenditure required to run the projects, every pound is scrutinised before being committed to.

Principal funding sources

We are grateful to our long-term funders and partners who have supported our work throughout the year. Donations show an increase on the previous year despite the cost-of-living crisis, and we are grateful for the local community support we received throughout the year.

Reserves policy

Free Reserves stood at £192,758 at the year end. This was equivalent to 7 months running costs. The charity aims to hold free reserves between 6 and 12 months running costs in order to manage cashflow needs as well as to meet unexpected costs or to fund new projects before external funding is identified.

The Charity also holds designated funds of £ which have been designated for the following purposes:

£118,495 - Functional Fixed Assets (on the basis that the fixed assets are not freely available to spend on day to day costs).

£8,940 - building improvements - funds designated for the ground floor repairs, replacing windows and boiler.

£7,300 - building refurbishments - funds designated for the new kitchen and carpets.

£20,500 - funds designated for the new Counselling service provision in Cirencester and Digital Music 1-day programme

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Recruitment and appointment of new trustees

Executive Committee Members are elected via the AGM. Anyone wishing to join the organisation as a trustee is required to put their name forward to the next available AGM and be elected onto the Committee. Each year one third of the Trustees are required to put their names forward for re-election at the AGM. This is done on a rotating basis.

The trustees have a range of experience, x2 retired GPs, a Business Director, a HR Trustee, a Fundraiser and a Chartered Accountant.

Page 4

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Organisational structure

IPSUM is managed by the Executive Committee on which the Trustees serve and is responsible for the legal and financial management of the organisation. The Executive Committee meets 8 times a year and makes strategic decisions regarding the long-term development of the organisation. The Executive Committee is comprised of members from a wide and varied background. Key members of the volunteer group, service users and staff team are also invited to attend meetings as appropriate.

The charity makes decisions at the bi-monthly Executive Committee meetings. All Executive Committee meetings have an Agenda and items to be discussed are included and sent out in advance of the meetings, as are the minutes of the meeting and financial papers. All decisions are reached through discussion and consensus with the view of the representatives being considered. If no consensus is reached a vote would be taken, and in the case of a split decision the Chairperson would have the casting vote.

The trustees delegate day-to-day management to the Director, Julie Mattinson.

Induction and training of new trustees

New trustees go through an induction process to explain their responsibilities, the work of IPSUM, and to introduce them to key personnel within the organisation.

Key management remuneration

The board of trustees review the pay of the Director on an annual basis.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

IPSUM's Board of Trustees regularly review and assess the risks faced by our charity in all areas of its work and plan for the management of those risks. Risk is an everyday part of our charitable activity and managing it effectively is essential for the trustees to achieve their key objectives and safeguard their charity's funds and assets.

IPSUM's approach for Operational risk is covered off across four stages which involve the preparing of a risk assessment, this could be for a project, organisation or set of operating processes.

These are:

Risk management is an ongoing process and has been fully integrated into our project management and review processes.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1176614

Principal address

Bradford House 13 Milton Road Swindon Wiltshire SN1 5JE

Trustees

A Gould Dr J Gould M Woolls C Mattinson L Baker A Wardall

Page 5

IPSUM

Report of the Trustees for the Year Ended 31 March 2024

REFERENCE AND ADMINISTRATIVE DETAILS

Independent Examiner

James Gare FCA DChA Monahans Chartered Accountants Hermes House Fire Fly Avenue Swindon Wiltshire SN2 2GA

Approved by order of the board of trustees on ............................................. and signed on its behalf by: 20 September 2024

........................................................................ Dr J Gould - Trustee

Page 6

Independent Examiner's Report to the Trustees of IPSUM

Independent examiner's report to the trustees of IPSUM

I report to the charity trustees on my examination of the accounts of IPSUM (the Trust) for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the 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:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

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.

James Gare FCA DChA

Monahans Chartered Accountants Hermes House Fire Fly Avenue Swindon Wiltshire SN2 2GA

Date: ............................................. 27 September 2024

Page 7

IPSUM

Statement of Financial Activities for the Year Ended 31 March 2024

Unrestricted
Designated
fund
Fund
Notes
£
£
INCOME AND ENDOWMENTS
FROM
Donations and legacies
2
27,244
-
Charitable activities
4
Advice, Information & Therapy
141,966
-
Other trading activities
3
946
-
Total
170,156
-
EXPENDITURE ON
Raising funds
5
14,091
-
Charitable activities
6
Advice, Information & Therapy
207,187
16,410
Total
221,278
16,410
NET INCOME/(EXPENDITURE)
(51,122)
(16,410)
Transfers between funds
16
(2,050)
2,050
Net movement in funds
(53,172)
(14,360)
RECONCILIATION OF FUNDS
Total funds brought forward
245,930
169,595
TOTAL FUNDS CARRIED
FORWARD
192,758
155,235
Restricted
funds
£
5,000
-
-
5,000
3,060
91,908
94,968
(89,968)
-
(89,968)
113,068
23,100
2024
Total
funds
£
32,244
141,966
946
175,156
17,151
315,505
332,656
(157,500)
-
(157,500)
528,593
371,093
2023
Total
funds
£
170,501
133,093
12,420
316,014
18,159
263,208
281,367
34,647
-
34,647
493,946
528,593

The notes form part of these financial statements

Page 8

IPSUM

Balance Sheet 31 March 2024

Unrestricted
Designated
fund
Fund
Notes
£
£
FIXED ASSETS
Tangible assets
13
-
118,494
CURRENT ASSETS
Debtors
14
22,764
-
Cash at bank and in hand
177,416
36,741
200,180
36,741
CREDITORS
Amounts falling due within one
year
15
(7,422)
-
NET CURRENT ASSETS
192,758
36,741
TOTAL ASSETS LESS
CURRENT LIABILITIES
192,758
155,235
NET ASSETS
192,758
155,235
FUNDS
16
Unrestricted funds:
General fund
Designated fund for functional fixed assets
Designated fund - building improvements
Designated fund - building refurbishments
Designated fund - Projects
Restricted funds:
Youth support
Counselling and art intervention
Business development
Youth and young adults support
TOTAL FUNDS
Restricted
funds
£
-
-
23,100
23,100
-
23,100
23,100
23,100
2024
Total
funds
£
118,494
22,764
237,257
260,021
(7,422)
252,599
371,093
371,093
192,758
118,495
8,940
7,300
20,500
347,993
10,400
12,700
-
-
23,100
371,093
2023
Total
funds
£
119,004
120,457
296,371
416,828
(7,239)
409,589
528,593
528,593
245,930
119,005
22,790
7,300
20,500
415,525
72,430
34,221
3,060
3,357
113,068
528,593

The financial statements were approved by the Board of Trustees and authorised for issue on 20 September 2024 ............................................. and were signed on its behalf by:

............................................. J Gould - Trustee

............................................. M Woolls - Trustee

The notes form part of these financial statements

Page 9

IPSUM

Notes to the Financial Statements for the Year Ended 31 March 2024

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

The financial statements are prepared on a going concern basis and are presented in Sterling which is the functional currency of the Charity, and rounded to the nearest pound.

There are no significant areas of judgements or key sources of estimation uncertainty.

Going concern

The trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern.

General information and Legal status of the Charity

The charity is a charitable incorporated organisation. The address of the registered office is given in the . trustees report.The nature of the charity's operations and principal activities are given in the trustees report.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the Bank.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Freehold property - 1% straight line Computer and music equipment - 25% on straight line basis

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

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

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Page 10

continued...

IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

1. ACCOUNTING POLICIES - continued

Financial risk management

The charity has minimal exposure to customer credit risk, liquidity risk and market risk. Please refer to the risk section of the trustees annual report for information on how risks are managed. The charity does not have any non basic financial instruments.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors and provisions

Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2. DONATIONS AND LEGACIES

Donations
Gift aid
3.
OTHER TRADING ACTIVITIES
Fundraising events
Room hire
4.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Client fees
Advice, Information & Therapy
Contracts for services
Advice, Information & Therapy

Page 11

continued...

IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

5. RAISING FUNDS

Raising donations and legacies

Bid writing fee
Fundraising costs
6.
CHARITABLE ACTIVITIES COSTS
Advice, Information & Therapy
7.
DIRECT COSTS OF CHARITABLE ACTIVITIES
Staff costs
Supervision & Counselling
8.
SUPPORT COSTS
Management
£
Advice, Information & Therapy
67,848
Support costs, included in the above, are as follows:
Insurance
Telephone and internet
Postage, stationery and computer expenses
Travel and subsistence
Sundries
Utilities & running costs
Depreciation of tangible and heritage assets
Bank charges
Accountancy and independent examination
Subscriptions
2024
£
17,032
119
17,151
Direct
Support
Costs (see
costs (see
note 7)
note 8)
£
£
241,657
73,848
2024
£
229,829
11,828
241,657
Governance
Finance
costs
£
£
302
5,698
2024
Advice,
Information
& Therapy
£
10,174
2,672
10,837
5,140
4,726
31,739
2,560
302
3,292
2,406
73,848
2023
£
11,940
6,219
18,159
Totals
£
315,505
2023
£
203,034
13,095
216,129
Totals
£
73,848
2023
Total
activities
£
5,855
2,209
9,398
4,040
2,428
13,576
3,101
266
3,403
2,803
47,079

Page 12

continued...

IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2024 nor for the year ended 31 March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2024 nor for the year ended 31 March 2023.

10. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs
2024
£
215,555
10,661
3,613
229,829
2023
£
191,566
8,490
2,978
203,034

The average monthly number of employees during the year was as follows:

Therapists
Administration
2024
8
2
10
2023
8
2
10

No employees received emoluments in excess of £60,000.

The total employee benefits for key management personnel of the charity were £55,548 (2023: £53,737) (inclusive of employers national insurance). Key management personnel for the charity comprises the chief executive officer.

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
Designated
fund
Fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
57,173
-
Charitable activities
Advice, Information & Therapy
133,093
-
Other trading activities
12,420
-
Total
202,686
-
EXPENDITURE ON
Raising funds
6,219
-
Charitable activities
Advice, Information & Therapy
137,274
3,101
Total
143,493
3,101
NET INCOME/(EXPENDITURE)
59,193
(3,101)
Transfers between funds
51,414
(51,414)
Net movement in funds
110,607
(54,515)
RECONCILIATION OF FUNDS
Total funds brought forward
135,323
224,110
Restricted
funds
£
113,328
-
-
113,328
11,940
122,833
134,773
(21,445)
-
(21,445)
134,513
Total
funds
£
170,501
133,093
12,420
316,014
18,159
263,208
281,367
34,647
-
34,647
493,946

Page 13

continued...

IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

11. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES - continued
Unrestricted Designated Restricted Total
fund Fund funds funds
£ £ £ £
TOTAL FUNDS CARRIED FORWARD 245,930 169,595 113,068 528,593
12. GOVERNMENT GRANT AND CONTRACT INCOME
2024 2023
£ £
Swindon Borough Council 70,000 70,000
There were no unfulfilled conditions or other contingencies attached to these grants. The charity has not directly
benefited from any other forms of government assistance.
13. TANGIBLE FIXED ASSETS
Computer
Freehold and music
property equipment Totals
£ £ £
COST
At 1 April 2023 123,894 9,595 133,489
Additions - 2,050 2,050
At 31 March 2024 123,894 11,645 135,539
DEPRECIATION
At 1 April 2023 6,070 8,415 14,485
Charge for year 1,239 1,321 2,560
At 31 March 2024 7,309 9,736 17,045
NET BOOK VALUE
At 31 March 2024 116,585 1,909 118,494
At 31 March 2023 117,824 1,180 119,004
14. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2024 2023
£ £
Trade debtors 325 420
Prepayments and accrued income 22,439 120,037
22,764 120,457

Page 14

continued...

IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

15. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2024 2023
£ £
Trade creditors 1,122 1,741
Social security and other taxes 4,260 3,633
Accruals and deferred income 2,040 1,865
7,422 7,239
16. MOVEMENT IN FUNDS
Net Transfers
movement between At
At 1.4.23 in funds funds 31.3.24
£ £ £ £
Unrestricted funds
General fund 245,930 (51,122) (2,050) 192,758
Designated fund for functional fixed assets 119,005 (2,560) 2,050 118,495
Designated fund - building improvements 22,790 (13,850) - 8,940
Designated fund - building refurbishments 7,300 - - 7,300
Designated fund - Projects 20,500 - - 20,500
415,525 (67,532) - 347,993
Restricted funds
Youth support 72,430 (62,030) - 10,400
Counselling and art intervention 34,221 (21,521) - 12,700
Business development 3,060 (3,060) - -
Youth and young adults support 3,357 (3,357) - -
113,068 (89,968) - 23,100
TOTAL FUNDS 528,593 (157,500) - 371,093
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 170,156 (221,278) (51,122)
Designated fund for functional fixed assets - (2,560) (2,560)
Designated fund - building improvements - (13,850) (13,850)
170,156 (237,688) (67,532)
Restricted funds
Youth support - (62,030) (62,030)
Counselling and art intervention - (21,521) (21,521)
Business development - (3,060) (3,060)
Youth and young adults support - (3,357) (3,357)
Suicide prevention 5,000 (5,000) -
5,000 (94,968) (89,968)
TOTAL FUNDS 175,156 (332,656) (157,500)

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IPSUM

Notes to the Financial Statements - continued

for the Year Ended 31 March 2024

16. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Designated fund for functional fixed assets
Designated fund for exit costs
Designated fund - building improvements
Designated fund - building refurbishments
Designated fund - Projects
Restricted funds
Youth support
Counselling and art intervention
Business development
Youth and young adults support
TOTAL FUNDS
At 1.4.22
£
135,323
122,031
102,079
-
-
-
359,433
134,513
-
-
-
134,513
493,946
Net
movement
in funds
£
59,193
(3,101)
-
-
-
-
56,092
(62,083)
34,221
3,060
3,357
(21,445)
34,647
Transfers
between
funds
£
51,414
75
(102,079)
22,790
7,300
20,500
-
-
-
-
-
-
-
At
31.3.23
£
245,930
119,005
-
22,790
7,300
20,500
415,525
72,430
34,221
3,060
3,357
113,068
528,593

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Designated fund for functional fixed assets
Restricted funds
Youth support
Room facilitator
Counselling and art intervention
Business development
Youth and young adults support
TOTAL FUNDS
Incoming
resources
£
202,686
-
202,686
-
5,000
43,188
45,000
20,140
113,328
316,014
Resources
Movement
expended
in funds
£
£
(143,493)
59,193
(3,101)
(3,101)
(146,594)
56,092
(62,083)
(62,083)
(5,000)
-
(8,967)
34,221
(41,940)
3,060
(16,783)
3,357
(134,773)
(21,445)
(281,367)
34,647
Resources
Movement
expended
in funds
£
£
(143,493)
59,193
(3,101)
(3,101)
(146,594)
56,092
(62,083)
(62,083)
(5,000)
-
(8,967)
34,221
(41,940)
3,060
(16,783)
3,357
(134,773)
(21,445)
(281,367)
34,647
56,092
(62,083)
-
34,221
3,060
3,357
(21,445)
34,647

Loneliness and isolation - grant from National Lottery Awards for All to support those facing loneliness and isolation during the COVID pandemic

Youth support - grant to support young people, many of whom come from high risk groups, such as those experiencing suicidal ideation, present with a range of complex needs, schizophrenia, drug and alcohol addictions, loneliness and isolation, and self-harm amongst others.

Youth and young adult support - grant to support those aged 16-24 with counselling and music and art therapy.

Business development - grant to raise the profile of IPSUM and increase its fundraising and social enterprise activities

Room facilitator - grant received to fund the salary of a room facilitator

Counselling and Art intervention - grant received to increase the existing services to meet the increased needs of the local community and create new opportunities to get involved in the therapeutic creative arts and music, with a mixture of face to face and media sessions

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IPSUM

Notes to the Financial Statements - continued for the Year Ended 31 March 2024

16. MOVEMENT IN FUNDS - continued

Designated Fund for Functional Assets - to ensure that adequate reserves are set aside to allow for the depreciation of the Charity's fixed assets.

Designated fund - building improvements - funds designated for the ground floor repairs, replacing windows and boiler.

Designated fund - building refurbishments - funds designated for the new kitchen and carpets.

Designated fundprojects - funds designated for the new Counselling service provision in Cirencester and Digital Music 1-day programme

Transfers between funds

The following transfers took place during the year:

Transfer to Transfer from Amount £ Reason
Designated fund for functional fixed assets General fund 2,050 Fixed assets purchased

17. RELATED PARTY DISCLOSURES

The wife of the trustee, C Mattinson, is the Chief Executive Officer of the Charity. C Mattinson was not involved in the appointment of the CEO and the Charity has put processes in place to avoid any conflicts of interest.

Page 17