## Lingfield Living Local
Charity number 1183729
Annual Report and Financial Statements
for the year ended 31 March 2023
## Lingfield Living Local
Annual Report and Financial Statements for the year ended 31 March 2023
|**Contents**|**Page**|
|---|---|
|Trustees' report|2 to 5|
|Examiner's report|6|
|Receipts and payments account|7|
|Statement of assets and liabilities|8|
|Notes to the accounts|9 to 11|
## **Prepared by West Yorkshire Community Accountancy Service CIO**
1
## Lingfield Living Local
## Trustees' report for the year ended 31 March 2023
## **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**
**Position Dates** Ambreen Ahmed Treasurer Wendy Collins Chair Daniel Bell Howard Dews Appointed March 2022 Zoe Tucker Appointed July 2022
**Charity number** 1183729
Registered in England and Wales
**Registered and principal address Bankers** 83 Lingfield Drive Triodos Bank UK Ltd Leeds Deanery Road LS17 7HF Bristol BS1 5AS
## **Independent examiner**
Katy Sargeant ACA **West Yorkshire Community Accountancy Service CIO** Stringer House 34 Lupton Street Leeds LS10 2QW
## **Structure, governance and management**
The charity is a Charitable Incorporated Organisation (CIO) formed on 5 June 2019 and is governed by a foundation constitution.
## **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 at a duly convened meeting of the trustees.
## **Objectives and activities**
## **The charity's objects**
The objects of the CIO are:
To develop the capacity and skills of members of the socially and economically disadvantaged community of the Lingfield and Fir Tree estates and the surrounding area in such a way that they are better able to identify, and help meet, their needs and to participate more fully in society.
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, as a result of one or more of the following factors: unemployment; in work poverty; financial hardship; youth or old age; ill health (physical or mental); poor educational or skills attainment; or relationship and family breakdown.
2
## Lingfield Living Local
## Trustees' report (continued) for the year ended 31 March 2023
## **Objectives and activities**
## **The charity's main activities**
Providing a welcoming Hub for community activities and a listening place for isolated or stressed local people. Organising one off community events.
Planning and delivering programmes or events collaboratively with other local partners.
Developing and maintaining good relationships with statutory agencies involved in the estate.
## **Public benefit statement**
Lingfield Living Local exists to promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are social excluded and assisting them to integrate into society.
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**
We began the year with a great street party for the Jubilee. Our youth groups and craft groups made decorations and between them designed and ran a lemonade stall. There was face painting, chips, samosas, masses of cake, and a bouncy castle over at the Lingfield Centre, who worked with us to make the day a success. We had live music and everyone joined in with karaoke! It was such a lovely day and really brought all elements of the community together with firm bonds and friendships forged.
Our trip to the Yorkshire Wildlife Park in October was very successful - we took 50 people from the area - all ages came. We hired mobility scooters for people with mobility issues which helped as there was a lot of walking. We had a lot of laughs on the coach and everyone is keen to go again!
The youth group is going from strength to strength. We had a really spooky Halloween, the hub was suitably draped in cobwebs and broomsticks, we had a fantastic magician and lots of people came. We also had a visit from some animals, including snakes, also went down well, and there are regular craft activities and baking. Our group of fantastic young people really love coming, and really love getting stuck into community projects.
We have some new young people coming including one young man with complex additional needs. Our youthfocussed worker Becky really wanted the group to be open to all and so we have made sure that he has one on one adult time - which is often a challenge but on the whole it has been such a positive experience for the entire group. We have learned so much from one another. Our 18 year old volunteer, Isha, has been an absolute star and has been using her time volunteering with us to gain valuable experience for her future career as a primary school teacher. We would be lost without her! The youth project is so integral to everything we do now, we are so proud of how organically it has grown and how it has become naturally an intergenerational space with everyone genuinely supporting one another and getting on. An absolute pleasure to be part of.
We finally finished our project to paint the communication boxes on the estate, much delayed by covid. A group of families in one cul-de-sac created a “tree of hands” with the handprints of all the children living there. The boxes have brightened up the streets around us, and we are proud that they were all designed by local people. We are particularly touched by a box designed by our young people in memory of their friend who died tragically at the age of just 13 last year. The box is designed so that people can write messages on it when they need to.
3
## Lingfield Living Local
## Trustees' report (continued) for the year ended 31 March 2023
## **Achievements and performance**
Our lunch club volunteers are now very confident, and competent, at cooking the meal for our Monday lunch club. It is great to see them taking over, and even bossing us about a bit - it’s what community development should be about. Similarly our long-standing volunteer Doreen takes a lot of responsibility for the craft afternoon on a Tuesday, which continues to go well.. There are usually about six people who come regularly, plus some who drop in for a chat or a cup of tea. Becky has very good ideas for activities -. several people made key rings recently and have made earrings and bracelets from jewellery kits. Others have made cushions and quilts, and Becky helped repair a tray using the Japanese art form of Kintsugi! The group are currently making knitted/ crochet hearts for the hospital to give to people when they have lost someone.
We were sorry to say goodbye to Hilary Wilmer as our chair when she retired from the post at the end of March last year - but she certainly deserved a rest. We gained two new trustees around the same time, which makes the trustee board feel a bit more stable and takes some of the work off the longer-serving trustees. We have been able to spend some time looking at policies and procedures, and had a useful away day looking at strategies for the future.
Sadly in April this year we lost our friend James to covid. He came to the hub regularly whenever we were open - he had to be persuaded that he couldn’t be part of the youth group! Although he was only in his early 70s he had a number of health problems including dementia. Kate had spent a lot of time trying to get him the proper help and support, though he didn’t always want to accept it!. Because we saw him so frequently we were often the first to notice that he had fallen, or hadn’t been eating. In his younger days James had helped to establish a local football club that is still flourishing. He was a fan of Bob Marley, he enjoyed painting and designed one of our communication boxes as well as producing several pictures that hang in the hub. We will all miss him and were quite sad that he had chosen not to have a funeral, we have been talking with the community about planting a tree in his memory in the woods behind the building, where he used to love litter picking with us.
We have continued to work closely with Maecare (Moor Allerton Elderly Care) and with our local PCSO, and have been active in Alwoodley Community Forum, which brings together a number of local organisations to exchange information and work together where appropriate.
We had a series of grants from the Household Support Fund, intended to help with the cost of living crisis. Many people on the estate are struggling to make ends meet so we knew that the money would be essential, but it has not been easy. It has been a lot of extra work and stress for our worker Kate, and she has hated having to make decisions about how to distribute the money, especially when people are so desperate. This is just not what we see ourselves as being here for. We know that other local agencies feel the same way but we are all trapped by knowing the levels of need around us. We have supported around 19 local families with supermarket vouchers or fuel payments, and recently bought a freezer so that we can give out frozen foods which aren’t available from foodbanks. We also gave out care packages to the community with the support of a local organisation called Grace and Care - Kate had the opportunity to write about it in the Yorkshire Evening Post - we think it’s really important to highlight that the cost of living crisis is ongoing and has been affecting people from all walks of life.
https://www.yorkshireeveningpost.co.uk/business/consumer/cost-of-living/leeds-volunteers-asked-strugglingfamilies-what-items-they-consider-a-luxury-and-were-shocked-by-the-answers-4079222
Overall it has been a challenging year but we feel we have solidified our place on the estate and made connections with more local people. We are actively seeking more funding, particularly for the youth activities, and are also looking for a couple more trustees. We continue to be immensely grateful to all our funders for their ongoing support.
4
## Lingfield Living Local
## Trustees' report (continued) for the year ended 31 March 2023
## **Financial review**
The net payments for the year was £2,327, including net receipts of £568 on unrestricted funds and net payments of £2,895 on restricted funds after transfers.
## **Reserves policy**
The charity's free reserves, at the year end were £5,106.
The reserves policy of the charity is to aim to secure sufficient free reserves to cover three month's running costs.
The trustees are aware that the reserves fall below the target level but are confident that Lingfield Living Local could meet the likely costs of winding up the project should this become necessary.
Approved by the board of trustees on 6/9/2023
Wendy Collins (Trustee)
5
## Lingfield Living Local
## Independent examiner's report to the trustees of Lingfield Living Local
I report to the charity trustees on my examination of the accounts of the CIO for the year ended 31 March 2023, which are set out on pages 7 to 11.
## **Responsibilities and basis of report**
As the charity trustees of the CIO 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 CIO's accounts as carried out under section 145 of the 2011 Act. In carrying out my examination I have followed all the 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 charity as required by section 130 of the Charities Act; 2 the accounts do not accord with those records.
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.
Katy Sargeant ACA
6/9/2023
## **West Yorkshire Community Accountancy Service CIO**
Stringer House 34 Lupton Street Leeds LS10 2QW
6
## Lingfield Living Local Receipts and payments account for the year ended 31 March 2023
|Notes
2023
Unrestricted
funds
£
**Receipts**
Grants and donations
(2)
1,280
Sales and fees
808
Bank interest
50
**Total receipts**
2,138
**Payments**
Salaries, NIC and pensions
(3)
21
Payroll charges
-
Sessional Workers
-
Training
-
Materials and resources
397
Other direct project costs
265
Food and refreshments
172
Phone and internet
-
Other administration costs
76
Utilities
444
Insurance
-
Equipment
-
Bank charges
28
Accountancy
204
Wellbeing
-
**Total payments**
1,607
**Net receipts / (payments)**
531
**Transfers between funds**
37
**Net movement in funds**
568
**Fund balances brought forward**
4,538
**Fund balances carried forward**
(4)
5,106|2023
Restricted
funds
£
37,122
-
-
37,122
24,228
335
-
118
4,588
2,774
2,931
359
164
2,224
353
-
8
360
1,538
39,980
(2,858)
(37)
(2,895)
16,764
13,869|2023
Total
funds
£
38,402
808
50
39,260
24,249
335
-
118
4,985
3,039
3,103
359
240
2,668
353
-
36
564
1,538
41,587
(2,327)
-
(2,327)
21,302
18,975|2022
Total
funds
£
13,154
1,700
11
14,865
17,941
268
1,652
280
1,065
311
850
744
97
1,236
348
1,017
24
395
1,761
27,989
(13,124)
-
(13,124)
34,426
21,302|
|---|---|---|---|
7
## Lingfield Living Local Statement of assets and liabilities
|as at 31 March 2023
2023
Unrestricted
£
**Cash funds**
Cash at bank
5,106
**Total cash funds**
5,106
**Prepayments**
Prepayments
**Assets retained for the charity's own use**
Basic office equipment including 4 tablet computers, desks etc
Centre equipment including TV, fridge and furniture
Basic kitchen equipment
External shutters
**Liabilities**
Accruals|2023
Restricted
£
13,869
13,869|2023
Total
£
18,975
18,975
2023
£
88
88
2023
£
378
378|2022
Total
£
21,302
21,302|
|---|---|---|---|
The financial statements were approved by the board of trustees on 6/9/2023
Wendy Collins (Trustee)
8
## Lingfield Living Local
## Notes to the accounts
for the year ended 31 March 2023
## **1 Accounting policies**
## **Basis of accounting**
The trustees have taken advantage of section 133 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.
There has been no change to the accounting policies since last year.
No changes have been made to the accounts for previous years.
## **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.
## **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.
9
## Lingfield Living Local
## Notes to the accounts continued
## for the year ended 31 March 2023
|**2 Grants and donations**
Household Support
The Brelms Trust
Tudor Trust
Warm Spaces
Awards for All
Co-op Local Community Fund
Leeds City Council MICE
Donations
**3 Staff costs and numbers**
Gross salaries
Pensions|2023
Unrestricted
funds
£
-
-
-
-
-
-
-
1,280
1,280|2023
Restricted
funds
£
3,622
5,000
27,000
1,500
-
-
-
-
37,122|2023
Total
funds
£
3,622
5,000
27,000
1,500
-
-
-
1,280
38,402
2023
£
23,585
664
24,249|2022
Total
funds
£
-
-
-
-
9,100
3,052
200
802
13,154
2022
£
17,485
456
17,941|
|---|---|---|---|---|
||The average number employees during the year was 2.0, being an average of 1.0 full time equivalent (2022:|The average number employees during the year was 2.0, being an average of 1.0 full time equivalent (2022:|
|---|---|---|
||1.6, 1 FTE). There were no employees with emoluments above £60,000.||
||**Defined contribution pension scheme**
2023
2022||
||Costs of the scheme to the|£
£
charity for the year
664
456|
|**4 **|**Restricted funds**|Balance b/f
Incoming
Outgoing
Transfers
Balance c/f|
||Tudor Trust|£
£
£
£
£
-
25,000
14,427
-
10,573|
||LCC HAP|493
-
493
-
-|
||LCC MICE|67
-
-
-
67|
||George Martin Trust|1,034
-
-
-
1,034|
||Leeds Inspired|875
-
613
-
262|
||Tudor (Staff)|239
2,000
1,617
-
622|
||Co-op|4,956
-
4,956
-
-|
||Awards for All|9,100
-
7,789
-
1,311|
||Household Support|-
3,622
3,622
-
-|
||The Brelms Trust|-
5,000
4,997
(3)
-|
||Warm Spaces|-
1,500
1,466
(34)
-|
|||16,764
37,122
39,980
(37)
13,869|
10
## Lingfield Living Local
## Notes to the accounts continued
## for the year ended 31 March 2023
## **Fund name**
## **Purpose of restriction**
Tudor Trust Towards salaries and a contribution to overheads. The incoming funds includes HMRC furlough payments. LCC HAP For general running of classes/events and materials as well as for Covid safety equipment and improvements to the building. LCC MICE Towards craft packs for the community. George Martin Trust For adaptations to the building (new windows/shutters). Leeds Inspired Towards painting the communication boxes on the estate. Tudor (Staff) An additional grant from the Tudor Trust, specifically for staff and trustees, for additional support. Co-op For a community fun day / gala. Awards for All For general running costs. Household Support Supporting households in the cost of living crisis. The Brelms Trust Towards staff salaries. Warm Spaces Providing warm spaces.
## **5 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.
## **Other transactions with trustees or related parties**
|**Other transactions with trustees or related parties**
Usamah Ahmed
**Name of trustee**
**or related party**
**Relationship to**
**charity**
**Description of transaction**
Son of trustee
Provided bouncy castle for
Jubilee party|2023
£
160
160|2022
£
-
-|
|---|---|---|
11