THE LEANNE PERO FOUNDATION Charity Number: 1182365
FINANCIAL STATEMENTS FOR THE PERIOD ENDING 31 MARCH 2022
THE LEANNE PERO FOUNDATION
CONTENTS FOR THE YEAR ENDING 31 MARCH 2022
| Page | |
|---|---|
| Receipts and payments account | 1 |
| Assets and liabilities | 2 |
| Notes forming part of the financial statements | 3 |
| Independent examination report | 4 |
THE LEANNE PERO FOUNDATION
RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDING 31 MARCH 2022
| Notes Income Donations Grants 2 Other Income Total income Expenditure Advertising Costumes Subscriptions Exhibitions Food and refreshments Fundraising expenses Donations Insurance Miscellaneous expenses Office expenses Postage Project expenses Rent & rates Telephone Travel Wages Professional fees Total expenditure Net income Total funds brought forward Total funds carried forward |
Unrestricted Funds 2022 £ 59,651 - 19,613 79,264 1,377 943 - - - - 1,100 1,891 413 2,599 1,244 44,069 3,115 180 2,783 19,196 5,063 83,973 (4,709) 18,012 13,303 |
Restricted Funds 2022 £ - - - - - - - - - - - - - - - 9,660 - - - - - 9,660 9,660 - 9,660 - |
Total Funds 2022 £ 59,651 - 19,613 79,264 1,377 943 - - - - 1,100 1,891 413 2,599 1,244 53,729 3,115 180 2,783 19,196 5,063 93,633 (14,369) 27,672 13,303 |
Prior Year Funds 2021 £ 71,167 17,660 375 |
|---|---|---|---|---|
| 89,202 | ||||
| 3,743 263 344 1,726 908 535 - 96 1,552 3,207 1,544 16,867 1,120 70 1,100 26,985 1,470 |
||||
| 61,530 | ||||
| 27,672 | ||||
| 3 | ||||
| 27,672 |
The notes on page 3 form an integral part of these financial statements.
1
THE LEANNE PERO FOUNDATION
ASSETS AND LIABILITIES ACCOUNT AS AT 31 MARCH 2022
| Notes Monetary assets Cash at bank and in hand Represented by funds Restricted funds Unrestricted funds Non monetary assets and liabilities Creditors due within one year: Professional fees HMRC |
2022 £ 13,303 13,303 - 13,303 13,303 310 1,213 1,523 |
2021 £ 27,675 |
|---|---|---|
| 27,675 | ||
| 9,660 18,012 |
||
| 18,012 | ||
| 360 - |
||
| 360 |
These accounts were approved by the trustees:
Signed
18/01/2023 Date
By: Sharon Green
2
THE LEANNE PERO FOUNDATION
NOTES TO THE ACCOUNTS FOR THE YEAR ENDING 31 MARCH 2022
1. Accounting Policies
Accounting policies
The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement on 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) -(Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.
Incoming resources
All material incoming resources have been included on a receivable basis i.e. they are included if the date receivable falls within the period covered by these accounts.
Resources expended
These have been analysed using a natural classification.
Going Concern
The charity is operating on a going concern basis.
| 2. Grants Southwark Council Big Lottery Community Fund |
Unrestricted 2022 £ - - - |
Restricted 2022 £ - - - |
2022 £ - - - |
2021 £ 5,000 12,660 |
|---|---|---|---|---|
| 17,660 |
3. Key Management Personnel
No staff (self employed) have earned more than £60,000 during the year.
3
THE LEANNE PERO FOUNDATION
INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 MARCH 2022
I report on the accounts of The Leanne Pero Foundation for the year ended 31 March 2022 which are set out on pages 1 to 3.
Respective responsibilities of trustees and examiner
The Charity’s Trustees are responsible for the preparation of the accounts. The Charity’s Trustees consider that an audit is not required for this year (under section 144 (2) of the Charities Act 2011 (The Act) but that an independent examination is needed. It is my responsibility to:
-
Examine the accounts under section 145 of the Charities Act,
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To follow the procedures laid down in the General Directions given by the Charity Commissioners (under section 145(5)(b) of the Charities Act, and
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To state whether particular matters have come to my attention.
Basis of independent examiner’s Statement
My examination was carried out in accordance with the General Directions given by the Charity Commissioners. 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 considerations 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 I do not express an audit opinion on the view given by the accounts.
Independent examiner’s statement
In the course of my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of the 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 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.
Shelley-Marie Rudling FMAAT AATQB for and on behalf of: Community360
Winsley’s House, High Street, Colchester, Essex Date 25th January 2023
4
Trustees’ Annual Report for the period
From 1 April 2021 To 31 March 2022 Charity name: The Leanne Pero Foundation
Charity registration number: 1182365
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit, to relieve the physical and emotional distress of cancer patients and survivors in particular but not exclusively by providing or assisting in the provision of support services, information and practical advice to such persons. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We have been providing a range of support for, primarily, BAME people living with cancer including online support groups, our Black Women Rising photograph exhibition, a podcast and magazine. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have had regard to the Charity Commission Guidance on public benefit in directing the work of the charity. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The charity does not make grants. |
| Policy on social investment including program related investment |
Para 1.38 | The charity does not receive or provide social investment funding. |
| Contribution made by volunteers |
Para 1.38 | We are grateful to our 8 volunteers who have supported us with facilitation of events and moderating our support groups amongst other administrative roles. |
N/A
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | In the reporting period the demand for the charity’s work has continued to increase. Key achievements include: • Launching series two of our podcast. • Being able to give wigs to ten women who have lost their hair through treatment. • Launching a face-to-face coffee morning (as the pandemic and lock down rules relaxed) to provide a safe space for our service users to begin connecting with others again and share experiences. • Growing our online support groups for BAME women living with cancer to 5 regular and busy groups for survivors, those with stage 4 cancer and young women. Our 100 women survey continues to be used and quoted nationally to evidence inequalities in cancer care for the BAME **community. ** |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | N/A |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
NIA Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | This was the charity’s third year of operation and we raised £79,264 to support our work |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity’s aim is to build reserves that equate to 3-6 months expenditure. The charity has very low fixed overheads and, therefore, this is primarily to enable cashflow to be managed and services to continue in periods when income is lower. |
| Amount of reserves held | Para 1.22 | £13,303 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | This year we did not receive any grants and our funding came from donations from the public and supporting partners (including ET Browne, Breast Cancer Now, Perci Health, Paxman Cooling and Gilead Sciences). We would like to thank all our donors whose support has ensure we can continue helping BAME people living with cancer to improve their health and wellbeing. We are immensely grateful to them all. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | The key risks facing the charity are: • Insufficient funds raised to meet all budgeted costs – mitigated by careful management of expenditure and use of expert fundraisers. • A safeguarding incident at any of our online or face to face sessions – mitigated by a robust safeguarding policy, DBS checks on staff and volunteers and high quality training. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are identified through advertising in local charity network and each candidate is interviewed and signs an eligibility declaration. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Trustees receive a Trustee Handbook (including a code of conduct) and copies of all relevant policies including complaints, safeguarding, equalities etc. Where required, training on charity governance is also made available. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | The Leanne Pero Foundation |
|---|---|
| Other name the charity uses | Black Women Rising |
| Registered charity number | 1182365 |
| Charity’s principal address | 65 Cronin Street, London SE15 6JG |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Sharon Green | Chair | |||
| Roosevelt Pero | Treasurer | |||
| Egon Cossou | Secretary | |||
– Corporate trustees names of the directors at the date the report was approved
Director name N/A
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser Name Address |
Type of adviser Name Address |
Type of adviser Name Address |
|---|---|---|
| N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s)[Sharon Green ] Position (eg Secretary, Chair, etc) Date 18/1/23