REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 AUGUST 2024 FOR LUTON ROMA TRUST
REGISTERED CHARITY NUMBER: 1202863 (ENGLAND AND WALES)
LUTON ROMA TRUST
Report of the Trustees and Financial Statements for the Year ending 31 August 2024
| CONTENTS Report of the Trustees Independent Examiner's Report Statement of Financial Activities Balance Sheet Accounting Policies Notes to the Accounts Annex |
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LUTON ROMA TRUST Report of the Trustees and Financial Statements for the Year ending 31 August 2024
REPORT OF THE TRUSTEES
Reporting period: 27[th] April 2023 to 31[st] August 2024
The Trustees present their report including the financial statements of the charity for the year ended on 31 August 2023. The Trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2005.
I. Aims and Purposes
The overall aim of Luton Roma Trust is to promote social inclusion for the benefit of the Roma people and the general public in Luton and surrounding areas by preventing them from becoming socially excluded and assisting them with social integration.
II. Objectives and Activities
The general objectives of Luton Roma Trust are:
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To raise the economic status of the Roma by supporting the community to obtain the skills needed in order to secure employment
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To facilitate Roma’s access to welfare services, health care and accommodation
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To ensure Roma children’s right to quality education
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To increase Roma children’s self-esteem and support the development of a whole new generation of Roma intellectuals who can then become role models for others
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To work in partnership with statutory bodies in Luton (and at national level) in order to ensure services provided are adapted to the needs of the Roma community
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To support the Roma community as they obtain their residency status in the United Kingdom as a result of Brexit
III. Achievements and Performance
During the reporting period, Luton Roma Trust has accomplished the following:
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Change of its status from an unincorporated charity to a Charity Incorporated Organisation (CIO)
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A new report on Access to Health for the Roma Community in Luton released in April 2024
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Raised awareness about the barriers that Roma face in access to any type of services, and specifically in relation to healthcare based on the findings of the report
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Continued provision of advice service to the Roma community in all vital aspects of their lives
1. Change of Status
In April 2023, Luton Roma Trust became a Charity Incorporated Organisation. This has allowed Luton Roma Trust to extend its services to the surroundings of Luton including Bedford where it intends to extend the provision of its services to the Roma community. Although, no activities have been implemented within the reporting period, Luton Roma Trust made contact with an important funder who is willing to support the implementation of a project on education. The extension of services to other areas in Bedfordshire depends on the capacity of the team and
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
funding available and this is something we are currently working on. We are hopeful we will be able to start working in Bedford in 2025.
2. Release of a new report on access to health for the Roma community in Luton
The report, released in April 2024, was completed in partnership with the University of Bedfordshire and was commissioned by NHS Bedfordshire, Luton and Milton Keynes Integrated Care Board (BLMK ICB) as part of the Denny Review into health inequalities. The study was undertaken over 12 months and included interviews and focus groups with Roma people in Luton. The report highlighted that there are multiple barriers facing Roma people in accessing health and care services, including language and communications, knowledge of how the health system works, and limited digital literacy. The research, further, revealed a lack of understanding of Roma people in health settings, perceived discrimination and a mistrust of authorities. These aspects combined have left a gap in provision of medical healthcare, leading many Roma people to return to their home countries to access health services, contributing to delays in treatment and in many cases, worse health outcomes than other minority groups.
The report, which is the first one in the region, has had a great impact among the stakeholders in Luton. Since April 2024, Luton Roma Trust has started working closely with the BLMK and Luton Council on designing Roma cultural awareness workshops to be delivered to health professionals around Luton. We aim to start implement these workshops in 2025.
3. Continuation of providing advice service to the Roma community
Providing holistic support to the Roma community in Luton has remained vital as most of them continue to be reliant upon Luton Roma Trust in their social integration journey. Between April 2023 and August 2024, Luton Roma Trust has supported, holistically, the Roma community in the town in eleven areas including: Residency under the EU Settlement Scheme, Documentation, Work, Welfare, Accommodation, Education, Health and Well-Being, Support and Integration, Debts/Fines/Court, and Food Bank.
Within these areas, Education and Welfare has occupied the first place within the highest number of interventions being carried out. In the Education area, we supported 243 children with making school applications and mentoring. We facilitated the relationship between children, their parents and schools around Luton by interpreting over the phone or during evening/individual meetings with school staff. In addition, Roma families were assisted in sourcing school uniforms and making applications for Free Schools Meals where appropriate. Luton Roma Trust advocated before the schools and raised awareness about Roma children’s vulnerabilities as migrants in the United Kingdom.
In the Welfare area, we have supported a further 268 Roma families. Due to lack of English language and digital skills, combined with poor understanding of the welfare system, most Roma families are unable to apply for Universal credit or manage their Universal credit account. Hence, they rely on Luton Roma Trust in this regard. Most of the interventions in this area were in relation to accessing benefits or support with managing their Universal Credit account.
The other areas of advice provided included health and well-being (80), debts/fines/court (45), Foodbank (25), Support and Integration (37), Other (83), Accommodation (23), Work (24). The chart below shows the impact of our support in each area of intervention.
It is, however, important to mention that these numbers exclude advice we provided informally to the community either through social media channels or in informal settings such as when
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST
meeting on the street. Luton Roma Trust estimates that on at least fifty occasions, advice was provided in informal settings.
4. Advocacy
During the reporting period, Luton Roma Trust has continued to advocate on behalf of the Roma community by raising awareness at both local and national levels about their culture and needs. Alongside this we have championed the importance of working together (charities and local stakeholders) to better support their social integration.
We continued working with Maternity Voices Partnership by organising regular workshops with Roma women. This was an opportunity for maternity specialists to understand the challenges of providing services to the Roma women and the needs that Roma women have. It also allowed learning about how to design maternity services so that they are accessible for everyone including the Roma.
These workshops have also been an opportunity for Roma women to better understand the system, make connections, get answers to their questions in this area and explain the challenges they have as being both migrants but also Roma women. In total, around 30 Roma women benefited from these workshops.
During the reporting period, we also delivered two presentations on Roma culture and challenges faced by it at Luton Town Hall in June 2023 and June 2024 as part of the GRT History Month. These sessions have helped the Council staff familiarise themselves even more with who the Roma are.
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
III. Financial Review
During 27[th] April 2023 – 31 August 2024, LRT had four major sources of income: The Tudor Trust, The National Community Fund (the Big Lottery), Bedfordshire and Luton Community Foundation, and Luton Borough Council.
The Tudor Trust an unrestricted grant of £90,000 over 3 years from April 2021 for supporting the access of Roma children to school. During the reporting period the total funds received by the CIO was £49,307 - the amount of £44,000 came directly to the CIO and £35,307 was received within the transfer of assets. A total amount of £20,619 was used towards covering Roma Education Champion’s salary. A further £12,594 was spent on support costs and operational activities and events.
The National Lottery Community Fund a restricted grant of £373,853 over three years from November 2022 to October 2025. During the reporting period the total funds received by the CIO was £222,200 - the amount of £157,747 came directly to the CIO and £64,453 was received within the transfer of assets. A total spend of £134,453 was used towards covering the running cost of the charity including salaries for the Charity Manager, Operations Manager, Support and Empowerment Officer, Support Officer, Roma Woman Champion, Charity Administrator and Finance Officer.
Bedfordshire & Luton Community Foundation (Community Recovery Fund) a restricted grant of £27,346 from April 2022 to March 2024 for a Roma Woman Champion to work closely with Roma women in the community to ensure they have access to information and tools, to empower them and help them access success.
Unfortunately, due to challenges in recruiting a suitable candidate in the first year, Luton Roma Trust only received the equivalent to year one grant (£11,692). During the reporting period the total funds received by the CIO was £8,554 – the amount of £2,346 came directly to the CIO and £6,208 was received within the transfer of assets. The grant covered the salary costs of a Roma Women’s Champion for eight months in the second year.
NHS BLMK (Bedfordshire Luton Milton Keynes Integrated Care Board) a restricted grant of £20,073 from January 2023 to July 2023, extended to January 2024 for the Luton Roma Trust in partnership with University of Bedfordshire to carry out an assessment of the access to healthcare needs of the Luton Roma community. During the reporting period the total funds received by the CIO was £10,037, which came directly to the CIO.
The Tudor Trust (Well-being Fund) a restricted grant of £2,000 for staff and trustees to use for a retreat/team-building event. During the reporting period the total funds received by the CIO was £2,000, which was received within the transfer of assets. £943 has been spent on two staff away days, and an underspend of £1057 was transferred to general fund to be used for a further away day in 2025.
Luton Borough Council a restricted grant of £9,000 from April 2022 to July 2022 to increase Covid vaccination amongst the Roma community. Extended to October 2023 as a wider Access to Health project. During the reporting period the total funds received by the CIO was £6,436, which was received within the transfer of assets. £6,388 has been spent on activities and workshops, and an underspend of £48 was transferred to reserves.
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
Heriot-Watt University a restricted grant of £33,832 from February 2024 to January 2027 to work on implementing a project in regards of Roma people’s healthy ageing. The main funder of the project is UK Research Council who has awarded Heriot Watt University, as the project manager, a total of £1.1. million to identify barriers faced by Roma people in accessing healthcare and other services in mid to later life. The project will then co-design new placebased 'Integrated Hubs' to better connect Roma people with culturally appropriate health, wellbeing and community resources which build upon existing expertise and assets within the community.
Luton Roma Trust’s role in this project, is to facilitate the collection of data in Luton as well as to co-contribute to designing effective ways of improving the health situation of the Roma - people in the UK. More on this project can be found at: https://www.hw.ac.uk/news archive/2024/major-new-research-to-tackle-health.htm
During the reporting period the total funds received by the CIO was £11,277, which came directly to the CIO and has been used towards salary and associated costs.
St Paul’s Church, St Albans a designated fund of £1,500 from July 2024 to build deeper relationships with children and their families through arts and craft clubs and day trips. During the reporting period the total funds received by the CIO was £1,500, which came directly to the CIO. £769 has been spent on a day trip to the zoo and art clubs.
IV. Reserves Policy
The trustees have considered the requirements for a reserves policy and reviewed the level of reserves held and have determined that an amount equivalent to 3 months regular income would be sufficient as free reserves. Based upon this information would mean an amount of around £40,000 is kept as free reserves. At the end of the year the level of free reserves was £25,534, which is significantly below the stated reserve level. However, there is a further £22,733 held in unrestricted funds, some of which can be spent on activities and events that might need to be funded by reserves.
The Trustees are aware that the reserve level is below the stated reserve level, and they will address this in the next year.
V. Plans for the Future
The Trustees are constantly looking for ways to maintain the long-term viability of the charity and note it as an ongoing concern. The charity is in a position to continue implementing its mission for seven months after the end date of the report. Plans for future include:
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A. Revise the Delivery Plan 2022 – 20225 in line with its change of status and implement all the activities in it
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B. Enhance its fundraising activities in order to diversify its sources which in return will bring long term stability to the charity.
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C. Extend Luton Roma Trust’s work outside of Luton in light of its change of status D. Continue providing support to the Roma community by facilitating their way of life
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E. Continue empowering the Roma Community in Luton to lead their lives independently
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F. Continue advocating on behalf of the Roma community at both local and national levels
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G. Increase the number of Roma staff in the team
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H. Obtain AQS accreditation for Luton Roma Trust
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
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VI. 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.
The trustees are in constant communication with the Charity Manager who reports regularly on possible risks with a view to identify ways to overcome them.
The Trustees are aware of the risks that the charity faces and are in the process of updating the risk register in the coming year.
VII. Structure, Governance and Management
The charity is controlled by its Constitution and constitutes a Charity Incorporated Organisation (CIO).
A Board of Trustees governs Luton Roma Trust. The Chair of the Board is Rt. Revd Richard Atkinson, OBE Bishop of Bedford who is also one of the co-founders of Luton Roma Trust. During the reporting period, the treasurer was Gavin Williams, a charity accountant. He, however, resigned on 31 October 2024, and the change was recorded on the Charity Commission account.
The other members of the Board include:
Revd Martin Burrell – Co-founder of Luton Roma Trust Revd Canon Liz Hughes – London Luton Airport’s Chaplain John Barr – an English Romani with lived experience Valdemar Kalinin – a Romani poet and writer
Dr Helen Connolly – Associate Professor at Bedfordshire University and an expert in children’s rights
Crina Morteanu continued to be the Charity Manager. Crina has worked closely with the Board of Trustees on implementing the strategic and organisational vision of the charity.
In January 2023, Luton Roma Trust recruited a Compliance officer to ensure charity compliance with the rules and regulations in place. However, due to changes in the working number of hours of the Charity Manager, the Compliance Officer took over the supervision of the staff until June 2024. Its title was changed to Charity Operations Manager. In June 2024, the Charity Operations Manager sadly suddenly passed away. The Charity Manager temporarily took over the supervision of staff until a new person was recruited into the position of Charity Operations Manager. Mrs. Esther Stubbs, a Romani academic and an advocate of Gypsy, Roma, Travellers rights is the Charity Operations Manager, and she started working with Luton Roma Trust on the 27[th] of September 2024.
The below chart shows the different levels of management at Luton Roma Trust and staff include Senior Support and Empowerment Officer, Roma Education Champion, Roma Woman Champion, Support Officer, Charity Administrator and Financial Officer.
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LUTON ROMA TRUST
Report of the Trustees and Financial Statements for the Year ending 31 August 2024
VIII. Administrative information
| Charity Full Name: | Luton Roma Trust |
|---|---|
| Correspondence Address: | Community House, 15 New Bedford Road, |
| Luton | |
| LU1 1SA | |
| Registered Charity Number: | 1202863 |
| Names of Trustees who served in the year: as per section VIII above | |
| Bank: | Barclays Bank |
| Legal Adviser: | Greystone Solicitors, Bates & Wells |
| Independent Examiner: | Martyn Burt, Adventus Accounting Solutions |
| Ashby Acres, Chapel Lane, Ashby-cum-Fenby, | |
| Grimsby DN37 0QT | |
| Charity Manager | Crina Morteanu |
| Charity Operations Manager: | Esther Stubbs |
Approved by order of the Board of Trustees on 3[rd] of December 2024 and signed on its behalf by
Rt Revd Richard Atkinson, OBE, Bishop of Bedford – LRT Chair of Trustees
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
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adventus accounting solutions Supporting Charitable Organisations
21 January 2025
Independent Examiner’s report to the Trustees of Luton Roma Trust Registered Charity Number 1202863
I report on the accounts for the period ended 31 August 2024 which are set out on the pages following.
Respective responsibilities of the Trustees and Independent Examiner
The charity trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to
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Examine the accounts under section 145 of the 2011 Act;
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Follow the procedures laid down in the General Directions given by the Charity Commissioners section 145(5)(b) of the 2011 Act; and
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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 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 the 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:
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(1) which gives me reasonable cause to believe that in any material respect the requirements
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to keep accounting records in accordance with section 130 of the 2011 Act; or
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to prepare accounts which accord with these accounting records have not been met; or
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(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Yours sincerely
Martyn Burt B.Sc.(Hons), ACMA, CGMA adventus accounting solutions Ashby Acres Chapel Lane Ashby-cum-Fenby Grimsby DN37 0QT e-mail: martyn.burt@btinternet.com or adventusaccounting@btinternet.com Telephone: 07523 6229679
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LUTON ROMA TRUST Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST CIO 1202863
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE 16 MONTH PERIOD ENDED 31st AUGUST 2024
| Note Income and endowments Voluntary income 2 Activities for generating funds Investment income Total income Expenditure Charitable activities 3 Total expenditure Net income/(expenditure) Transfers between funds Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward |
Unrestricted Funds £ 76,451 - - 76,451 27,385 27,385 49,066 1,555 50,621 50,621 - 50,621 |
Total Restricted Funds Funds 2024 £ £ 260,504 336,955 - - - - 260,504 336,955 161,033 188,418 161,033 188,418 99,471 148,537 (1,105) 450 98,366 148,987 98,366 148,987 - - 98,366 148,987 |
|---|---|---|
The statement of financial activities includes all gains and losses recognised in the year.
All income and expenditure derive from continuing operations.
The notes on the following pages form part of these accounts.
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
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LUTON ROMA TRUST CIO 1202863
BALANCE SHEET
AS AT 31st AUGUST 2024
| Note Fixed assets Tangible assets 5 Current Assets Debtors 6 Cash at bank and in hand Creditors: Amounts falling due within one year 7 Net current assets / (liabilities) Net Assets |
Unrestricted Funds £ - - 50,621 50,621 - 50,621 |
Unrestricted Funds £ - - 50,621 50,621 - 50,621 |
Total Restricted Funds Funds 2024 £ £ - - 2,610 2,610 97,216 147,837 99,826 150,447 (1,460) (1,460) 98,366 148,987 98,366 148,987 |
|---|---|---|---|
| 50,621 - |
|||
| 50,621 | |||
| 50,621 | |||
| Funds Unrestricted Funds General funds 8-10 Designated funds 8-10 Restricted Funds 8-10 Total Funds |
49,780 841 |
- 49,780 - 841 - 50,621 98,366 98,366 98,366 148,987 |
|
| 50,621 - |
|||
| 50,621 |
The financial statements were approved by the Board of Trustees on behalf by:
--------------------------------------[signature]
3 December 2024 and were signed on its
Rt Revd Richard Atkinson, OBE, Bishop of Bedford – LRT Chair of Trustees -------------------------------------------
[name]
The notes on the following pages form part of these accounts.
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LUTON ROMA TRUST Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST CIO 1202863
NOTES TO THE ACCOUNTS
FOR THE PERIOD ENDED 31 AUGUST 2024
1. ACCOUNTING POLICIES
Accounting convention
The charity is a public benefit entity within the meaning of FRS102. The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 2011 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP(FRS102)).
Going concern
The charity trustees have assessed whether the use of the going concern basis is appropriate and have considered possible events or conditions that might cast significant doubt on the ability of the charity to continue as a going concern. The trustees have made this assessment for a period of at least one year from the date of approval of the financial statements. In particular the trustees have considered the charity's forecasts and projections and the possible implications should projected income and/or expenditure vary unexpectedly. The trustees have concluded that there is a reasonable expectation that the charity has adequate resources to continue to operate for the foreseeable future. The charity therefore continues to adopt the going concern basis in preparing its financial statements.
Incoming resources
All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.
Income (which includes grants received, giving, collections and other donations) is recognised in the period in which the charity becomes entitled to the receipt, the amount receivable can be measured with reasonable certainty, and receipt is probable. For the most part income is generally recognised when it is received by, or on behalf of, the charity. Income is only deferred when the charity has to fulfil conditions before becoming entitled to it or where the donor has specified that the income is to be expended in a future period.
Income from donations includes:
i) Recoverable gift aid. This is recognised when the related donation is received. Gift aid that has not been recovered by the balance sheet date is included as a debtor.
ii) Donated facilities, services and goods. Goods donated for distribution to beneficiaries are recognised as income when receivable at fair value (being an estimate of the amount it would cost to purchase those items). Facilities, services and goods donated for the charity's own use are recognised as income when receivable at their value to the charity.
When donated goods, services and facilities are distributed or consumed, an expense in respect of those items is included in the Statement of Financial Activities. At the year-end any goods that have not been distributed or consumed are recognised as stock; donated fixed assets are capitalised.
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Income from charitable activities represents income receivable from goods, services and facilities supplied in furtherance of the charity's charitable objects.
Income from other trading activities represents income receivable from activities undertaken to generate funds for the charity. It includes income from reimbursement of staff time on secondment.
Resources expended
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.
Expenditure, including irrecoverable VAT, is recognised when it is incurred or, if earlier, when a legal or constructive obligation for a payment arises provided that it is probable that settlement will be required, and the amount of the obligation can be measured reliably.
The charity may make grants to other institutions and individuals to further its charitable objectives. Grants payable are recognised as constructive obligations arise, which is generally when the charity expresses a commitment to the recipient that can be measured reliably and then only to the extent that any conditions associated with the grant are outside of the control of the charity.
The cost of raising funds is not significant and has not been separately disclosed.
Governance costs, which are included in expenditure on charitable activities but are identified separately in the notes to the accounts, include costs associated with the independent examination of the financial statements, compliance with constitutional and statutory requirements and any other expenditure incurred on the strategic management of the charity incurred by the trustees.
Taxation
The charity is exempt from Corporation 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.
Tangible fixed assets
Items purchased or donated for the charity's own use are capitalised when the cost of purchased items, or the fair value of donated items, is more than £1,000 and the item is expected to benefit the charity over more than one accounting period. Depreciation is charged on a straight-line basis to write down the value of each asset to its estimated residual value (if any) over its expected useful economic life. To achieve this objective the following rates of depreciation are charged:
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| Buildings and Property | 20 years |
|---|---|
| Motor Vehicles | 5 years |
| Computer and Office Equipment | 4 years |
| Other Capitalised Assets (eg catering equipment) | 4 years |
Investments
Fixed asset investments may be held to generate income and/or for their investment potential. Current asset investments are investments that are held specifically for sale or are investments that the charity expects to sell by the next balance sheet date. Investments, other than social investments (see below), are valued as follows:
i) Any investment property and listed investments are valued at their market value (fair value) at the balance sheet date.
ii) Unlisted investments are measured at cost less impairment where it becomes apparent that the amount that could be realised is less than cost.
Stocks
Any stocks of donated items held for distribution to beneficiaries are measured at fair value.
Hire purchase and leasing commitments
Leases which do not transfer substantially all the risks and rewards of ownership to the charity are classified as operating leases. Operating lease payments are recognised as an expense on a straight-line basis over the lease term (unless another systematic basis is more representative of use) and any rentals paid under operating leases are charged to the Statement of Financial Activities on that basis over the period of the lease.
Pension costs and other post-retirement benefits
The charity operates a defined contribution pension scheme for it’s employees. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate. The assets of these schemes are held separately from those of the charity in independently administered funds (currently with NEST).
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LUTON ROMA TRUST CIO 1202863
NOTES TO THE ACCOUNTS
FOR THE 16 MONTH PERIOD ENDED 31st AUGUST 2024
| 2 Voluntary Income Gifts Grants Transfer of Assets from Charity 1160404 3 Charitable Activities Employment Costs - Salaries/Employers NIC/Pension Payroll Admin Staff Expenses Transport Training Postage, Print & Stationery Rent Property Cost Insurance Office Administration Management Accountancy Cost Operational Activity/Events Other Costs Trustee Expenses Total Expenditure |
Unrestricted Funds £ 1,586 15,500 59,365 76,451 Unrestricted Funds £ 21,281 146 - 291 90 - - 512 - - 249 - - - 5,786 - 54 27,385 1 |
Restricted Total Funds 2024 £ £ - 1,586 171,370 186,870 89,134 148,499 260,504 336,955 Restricted Total Funds 2024 £ £ 110,825 132,106 938 1,084 20 20 535 826 522 612 1,241 1,241 20,024 20,024 661 149 1,444 1,444 3,588 3,837 3,669 3,669 620 620 800 800 15,846 21,632 300 300 - 54 161,033 188,418 |
|---|---|---|
NOTES
1 Due to a rebate from Luton Borough Council for Non-domestic rates and Bid Levy from previous property
| Analysis of Staff Costs Wages and salaries NIC Costs Pension Costs The average monthly number of employees during the year was: The number of employees as FTE during the year was: No employees received emoluments in excess of £60,000. |
2024 £ 127,597 - 4,509 |
|---|---|
| 132,106 | |
| 5 4.1 |
4 Analysis of Staff Costs
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
5 Tangible Fixed Assets
There were no tangible fixed assets ( prior year nil )
| 6 Debtors Prepaid Insurance Prepaid Rates Total Debtors 7 Creditors: liabilities falling due within one year Pension Costs - NEST Fee to Independent Examiner Total Creditors |
2024 £ 939 1,671 |
|---|---|
| 2,610 | |
| 2024 £ 660 800 |
|
| 1,460 |
8 Funds
During the year the movements in the charity's funds were as follows:
| Unrestricted Funds Tudor Trust General Fund Designated Funds St Pauls Church Total Unrestricted Funds Restricted Funds The Tudor Trust - Well-being Fund Luton Borough Council - Access to Health BLCF - Community Recovery Fund The National Lottery Community Fund NHS BLMK (LRT & UoB) Heriot-Watt University Total Restricted Funds Aggregate of Funds |
Opening balance 2024 £ - - - - - - - - - - - - |
Incoming resources 2024 £ 49,307 25,534 1,610 76,451 2,000 6,436 8,554 222,200 10,037 11,277 260,504 336,955 |
Outgoing resources 2024 £ (26,574) (42) (769) (27,385) (943) (6,388) (8,554) (130,016) (10,037) (5,095) (161,033) (188,418) |
Transfers Closing in the year balance 2024 2024 £ £ - 22,733 1,555 27,047 - 841 1,555 50,621 (1,057) - (48) - - - - 92,184 - - - 6,182 (1,105) 98,366 450 148,987 |
|---|---|---|---|---|
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
| 9 | Descriptions of Funds Further details on funds can be found under IV. Financial review on page Unrestricted Funds |
|---|---|
| The Tudor Trust Designated Funds St Pauls Church (Tithe) A designated fund of £1,500 from July 2024 to build deeper relationships with children and their families through arts and craft clubs and day trips. During the reporting period the total funds received by the CIO was £1,500, which came directly to the CIO. An unrestricted grant of £90,000 over 3 years from April 2021 for supporting the access of Roma children to school. During the reporting period the total funds received by the CIO was £49,307 - the amount of £44,000 came directly to the CIO and £35,307 was received within the transfer of assets. |
|
| Restricted Funds | |
| The Tudor Trust - Well-being Fund Luton Borough Council - Covid-19 Fund - (Vaccination uptake) Access to Health Bedfordshire & Luton Community Foundation - Community Recovery Fund (Roma Woman Champion) The National Lottery Community Fund (2022-2025) A grant of £9,000 from April 2022 to July 2022 to increase Covid vaccination amongst the Roma community. Extended to October 2023 as a wider Access to Health project. During the reporting period the total funds received by the CIO was £6,436, which was received within the transfer of assets. £6,388 has been spent on activities and workshops, and an underspend of £48 was transferred to reserves. A grant of £2,000 for staff and trustees to use for a retreat/team- building event . During the reporting period the total funds received by the CIO was £2,000, which was received within the transfer of assets. £943 has been spent on two staff away days, and an underspend of £1057 was transferred to general fund to be used for a further away days in 2025. A grant of £27,346 from April 2022 to March 2024 for a Roma Woman Champion to work closely with Roma women in the community to ensure they have access to information and tools, to empower them and help them access success. Unfortunately, due to challenges in recruiting a suitable candidate in the first year, Luton Roma Trust only received the equivalent to year one grant (£11,692). During the reporting period the total funds received by the CIO was £8,554 – the amount of £2,346 came directly to the CIO and £6,208 was received within the transfer of assets. A grant of £373,853 over three years from November 2022 to October 2025. During the reporting period the total funds received by the CIO was £222,200 - the amount of £157,747 came directly to the CIO and £64,453 was received within the transfer of assets. |
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LUTON ROMA TRUST
Report of the Trustees and Financial Statements for the Year ending 31 August 2024
NHS BLMK (Bedfordshire Luton Milton A grant of £20,073 from January 2023 to July 2023, extended to January Keynes Integrated Care Board) 2024 for Luton Roma Trust in partnership with University of Bedfordshire to carry out an assessment of the access to healthcare needs of the Luton Roma community. During the reporting period the total funds received by the CIO was £10,037, which came directly to the CIO.
Heriot-Watt University A restricted grant of £33,832 from February 2024 to January 2027 to work on implementing a project in regards of Roma people’s healthy ageing. The main funder of the project is UK Research Council who has awarded Heriot Watt University, as the project manager, a total of £. 1.1. million to identify barriers faced by Roma people in accessing healthcare and other services in mid to later life. The project will then co-design new place-based 'Integrated Hubs' to better connect Roma people with culturally appropriate health, wellbeing and community resources which build upon existing expertise and assets within the community. During the reporting period the total funds received by the CIO was £11,277, which came directly to the CIO.
10 Analysis of net assets by fund
| Fixed assets Current assets Current liabilities |
General Designated Restricted Funds Funds Funds 2024 £ £ £ £ - - - - 49,780 841 99,826 150,447 - - (1,460) (1,460) 49,780 841 98,366 148,987 Unrestricted Funds |
|---|---|
11 Transactions with Related Parties, Trustee Benefits and Expenses
During the period ended 31st August 2023, expenses totalling £55 were reimbursed or paid directly to 2 Trustees
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LUTON ROMA TRUST Report of the Trustees and Financial Statements for the Year ending 31 August 2024
ANNEX
Until 31 August 2023 the Luton Roma Trust operated as a Registered Charity no 1160404
All assets and liabilities were transferred to a new Charitable Incorporated Organisation no 1202863 on that date
These pages following show summary financial details of the Registered Charity for the period 1 September 2022 until 31 August 2023 and are presented in this annex for information only but do not represent part of the statutory accounts
LUTON ROMA TRUST CHARITY NUMBER 1160404
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE YEAR ENDED 31st AUGUST 2023
| Note Income and endowments Voluntary income A1 Activities for generating funds Investment income Total income Expenditure Charitable activities A2 Total expenditure Net income/(expenditure) Transfers between funds Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward |
Unrestricted Funds £ 31,511 - - 31,511 24,058 24,058 7,453 1,250 8,703 8,703 50,662 59,365 |
Restricted Funds £ 203,065 - - 203,065 127,179 127,179 75,886 (1,250) 74,636 74,636 14,498 89,134 |
Total Funds 2023 £ 234,576 - - |
|---|---|---|---|
| 234,576 | |||
| 151,240 | |||
| 151,240 | |||
| 83,339 - |
|||
| 83,339 | |||
| 83,339 65,160 |
|||
| 148,499 |
THESE FUNDS WERE TRANSFERRED TO CIO NO 12022863 ON 31 AUGUST 2023
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST
LUTON ROMA TRUST CHARITY NUMBER 1160404
BALANCE SHEET
AS AT 31 AUGUST 2023
| Note Fixed assets Tangible assets Current Assets Debtors A3 Cash at bank and in hand Creditors: Amounts falling due within one year A4 Net current assets / (liabilities) Net Assets Funds Unrestricted Funds A5 Restricted Funds A5 Total Funds |
Unrestricted Funds £ - 136 59,229 59,365 - 59,365 59,365 59,365 - 59,365 |
Total Restricted Funds Funds 2023 £ £ - - 712 848 89,671 148,900 90,383 149,748 (1,249) (1,249) 89,134 148,499 89,134 148,499 - 59,365 89,134 89,134 89,134 148,499 |
|---|---|---|
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST
LUTON ROMA TRUST CHARITY NUMBER 1160404
ADDITIONAL NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31st AUGUST 2023
| A1 Voluntary Income Gifts Grants A2 Charitable Activities Employment Costs Payroll Admin Staff Expenses Transport Training Postage, Print & Stationery Rent Property Cost Insurance Office Administration Accountancy Cost Operational Activity/Events Other Costs Trustee Expenses Total Expenditure |
Unrestricted Funds £ 1,511 30,000 31,511 Unrestricted Funds £ 19,214 218 20 57 71 - (2,365) 1,604 218 735 2,969 - 608 641 68 24,058 |
Restricted Total Funds 2023 £ £ - 1,511 203,065 233,065 203,065 234,576 Restricted Total Funds 2023 £ £ 86,147 105,361 637 855 115 135 392 449 - 71 788 788 16,797 14,433 2,683 4,287 1,130 1,348 3,206 3,941 2,870 5,839 475 475 11,366 11,974 573 1,216 - 68 127,179 151,240 |
|---|---|---|
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Report of the Trustees and Financial Statements for the Year ending 31 August 2024
LUTON ROMA TRUST
LUTON ROMA TRUST CHARITY NUMBER 1160404
ADDITIONAL NOTES TO THE ACCOUNTS
FOR THE YEAR ENDED 31st AUGUST 2023 (Continued)
A3 Debtors
| A3 Debtors Prepaid Insurance Total Debtors A4 Creditors: liabilities falling due within one year Pension Costs - NEST Rates Fee to Independent Examiner Total Creditors |
2023 £ 848 |
|---|---|
| 848 | |
| 2023 £ 554 220 475 |
|
| 1,249 |
A5 Funds
| Unrestricted Funds Tudor Trust General Fund Total Unrestricted Funds Restricted Funds BLCF - Stability Fund BLCF - Citizen's Fund The Tudor Trust - Well-being Fund Luton Borough Council - Access to Health BLCF - Community Recovery Fund BLCF - Rent Costs The National Lottery Community Fund NHS BLMK (LRT & UoB) Total Restricted Funds Aggregate of Funds |
Opening balance 2023 £ 27,046 23,616 50,662 (4,798) 3,450 2,000 4,500 9,346 - - - 14,498 65,160 |
Incoming resources 2023 £ 30,000 1,511 31,511 12,000 - - 4,500 - 2,000 164,492 20,073 203,065 234,576 |
Outgoing resources 2023 £ (21,739) (2,319) (24,058) (7,202) (2,200) - (2,564) (3,138) (2,000) (100,039) (10,036) (127,179) (151,237) |
Transfers Closing in the year balance 2023 2023 £ £ - 35,307 1,250 24,058 1,250 59,365 - - (1,250) - - 2,000 - 6,436 - 6,208 - - - 64,453 10,037 (1,250) 89,134 - 148,499 |
|---|---|---|---|---|
Further details on the Luton Roma Trust charity number 1160404 can be obtained by contacting the Luton Roma Trust at Community House 15 New Bedford Road Luton LU1 1SA Telephone 01582 510709 or email office@lutonromatrust.org.uk
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