OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-09-28-accounts

Report and Financial Statements End of year accounts September 2024

Charity Information

Charity Name:

LilyAnne’s Wellbeing CIO

Date of Incorporation:

September, 22 2023

Trustees:

Professor Brian Footitt OBE (Chair). David John Green

Management Team:

Matthew Arnold Samantha Hodgman

Trevor Sherwood Angela Arnold

Chief Executive Officer Wellbeing Hub Manager

Address:

LilyAnne's Wellbeing Titan House HARTLEPOOL TS26 9HL

Banking:

Natwest Bank 150 York Rd, Hartlepool, TS26 9DZ

Solicitors:

R Bell & Sons Solicitors 32a Victoria Road Hartlepool TS26 8DD

TBI Law 129A York Road Hartlepool TS26 9DP

A Message from the Chair of Trustees

We take great pride in the dedication of Trevor Sherwood and Angela Arnold, the co-founders of LilyAnne’s Wellbeing. Their inspiring vision is focused on addressing feelings of loneliness, supporting individuals facing mental health challenges, and aiding those experiencing homelessness due to physical or mental health issues. The charity was motivated by brother and sister team Angela’s husband and Trevor’s brother-in-law, Matthew Arnold, who, after being discharged from the military, encountered numerous barriers in accessing mental health support. In their efforts to help him, they quickly recognized a significant lack of resources in Hartlepool that others desperately needed. This year, we provided support to 2,641 individuals, many of whom received assistance on multiple occasions through talking therapy, enhanced wellbeing programs, and one-on-one support.

Our mission is to promote social inclusion for the public good, which led to the establishment of LilyAnne’s Wellbeing charity. We focus on:

Preventing social exclusion

Our charity is devoted to supporting individuals facing mental health issues, those in crisis related to mental health, suicide prevention, and people experiencing homelessness.

We collaborate with partner agencies, including local GP services and secondary mental health services, to assist individuals in registering as homeless. Together, we enhance mental wellbeing and support individuals on their journey toward improved mental health. Our focus is on three critical areas: Loneliness, Mental Health, and Homelessness.

Our ultimate goal is to ensure that everyone who engages with LilyAnne’s Wellbeing receives the support they need to reduce feelings of loneliness and enhance their overall wellbeing. We strive to empower individuals, fostering a sense of control over their lives while nurturing hope and optimism to help them combat loneliness and improve their overall wellbeing.

Professor

Brian Footitt OBE

Trustee Report

LilyAnne’s Wellbeing is a charitable non-profit organization that was incorporated and registered as a charity in 2023. The organization was inspired by the need for support after Trustee Matthew Arnold's medical discharge from the military. Co-creators Trevor (Matthew’s brother-in-law) and Angela (Matthew’s wife) aimed to establish a charity to assist others who find themselves in similar situations of isolation. The name pays tribute to both of their grandmothers, Lilian and Anne as well as to Angela and Matthew’s daughter, Lily-Anne.

The financial statements comply with current statutory requirements, the Memorandum and Articles of Association, and the Statement of Recommended Practice – Accounting and Reporting by Charities (SORP) relevant to charities preparing financial statements under FRS 102.

Day-to-day management is handled by the Chief Executive Officer, who oversees operational matters including the work program, continual financial management, safeguarding, and human resources.

Background

Originally founded in 2017 LilyAnne’s Wellbeing transitioned into a charity in September 2023 to promote greater transparency in our operations.

The mission of LilyAnne’s Wellbeing Charity, established in 2023, is to support individuals in alleviating feelings of mental health issues and loneliness while providing advice and information related to housing.

The primary objective of LilyAnne’s Wellbeing is to promote social inclusion for the public benefit by preventing social exclusion and addressing the needs of those affected, thereby assisting them in reintegrating into society.

For clarity, "socially excluded" refers to individuals who are marginalized from society or specific segments due to factors such as unemployment, financial hardship, age (youth or elderly), ill health (both physical and mental), substance abuse or dependency (including alcohol and drugs), discrimination based on sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation, or gender reassignment, inadequate educational or skills attainment, relationship and family breakdowns, substandard housing, and crime (whether as a victim or an offender seeking reintegration).

Objectives and Activities

According to the Articles of Association, LilyAnne’s Wellbeing charity was established to promote social inclusion for the public benefit by preventing social exclusion, addressing the needs of those who are socially excluded, and supporting their integration into society.

The charity provides assistance to individuals facing mental health challenges, those in crisis, suicide prevention, and support for individuals experiencing homelessness, in collaboration with partner agencies such as local GP services and secondary mental health services. Additionally, we facilitate the process of registering as homeless.

Collaborating for Enhanced Mental Wellbeing

We are committed to fostering better mental wellbeing by partnering with individuals on their journey towards improved mental health. Our support focuses on three key areas: ‘Loneliness, ’Mental Health’, and ‘Homelessness’.

What Can Individuals Expect from LilyAnne’s Wellbeing?

Our primary goal is to ensure that everyone who reaches out to LilyAnne’s Wellbeing receives the necessary support, aiming to alleviate their feelings of loneliness and enhance their overall wellbeing.

We strive to empower individuals, enabling them to take control of their lives. Our mission is to instill a sense of hope, encouraging them to reduce feelings of loneliness while fostering optimism for improved wellbeing.

Charity Impact Report

This report examines the achievements of the charity and the outcomes of its work during the reporting period. The trustees assess the success of each key activity and the benefits the charity has provided to the groups it aims to assist. This review also helps ensure that the charity’s goals, objectives, and activities remain aligned with its stated purposes.

Supporting Individuals

Creating a Welcoming Environment

We strive to maintain a relaxing and friendly atmosphere, characterized by warmth and hospitality, ensuring a welcoming experience for everyone visiting Lilyanne’s Wellbeing.

Connecting to Additional Support

For those needing further assistance, we facilitate connections to local services within both the charitable and statutory sectors. This includes access to local mental health services, substance misuse support, homelessness prevention services, and NHS services as required.

Achievements and Performance

Statement of trustee responsibilities

The trustees are responsible for preparing the Trustees, Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (UK GAAP).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable organisation and of the incoming resources and application of resources including the income and expenditure of the charitable company for that period. In preparing these financial statements, the trustees are required to:

They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable organisations website.

Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Approved by the trustees on 20th May 2025 and signed on their behalf by

Professor Briain Footitt - Chair, Board of Trustees

LilyAnne’s Wellbeing: Future Plans for 2025

In 2025, LilyAnne’s Wellbeing will transition from our current location, which has served us since 2017, to Titan House on York Road. This move will allow us to establish a new coffee shop space, a dedicated wellbeing hub, private therapy rooms, and management offices to better accommodate our growth and expand our charitable work.

Team Development

We are committed to enhancing internal training and personal development for our team members, ensuring we have minimum standards for new volunteers to achieve setting the highest standards within the charity sector.

Voluntary Leadership

Our goal is to evolve LilyAnne’s Wellbeing into a volunteer-led organization, thirving with lived experince at all levels of our charity.

Collaborative Partnerships

We will continue to collaborate with like-minded local organizations that empower individuals without fostering dependencies.

Peer Support Models

We aim to create peer-to-peer support models that are centered around the individual, fostering confidence over time.

Accreditation and Standards

Our objective is to become a registered safe space and an accredited counseling service, ensuring we meet the highest standards in policies, procedures, and safeguarding practices.

Framework for Client Support

We will develop structured frameworks for team members to assess clients, ensuring they receive appropriate support. If necessary, we will collaborate with other organizations to guarantee that clients are receiving the best care while ensuring their safety during crisis situations.

Lived Experince voice

Additionally, we are committed to developing support systems based on lived experience, ensuring our charity reflects the people it serves. This approach provides those at their lowest with the opportunity to be part of our charity's future, as their

Trustee Biographies

Professor Brian Footitt, a former Director at Hartlepool and North Tees Hospital, brings a wealth of experience as a Mental Health Professor and a former chair of a hospice. His strong background in clinical practice, management, and trusteeship fuels his commitment to offering peer-to-peer support. His previous positions include Director of Nursing Development at South Tees Hospitals NHS Trust and Visiting Professor at the University of Teesside.

Brian is passionate about assisting individuals facing mental health challenges and loneliness. With extensive experience in mental health care and end-of-life support, he spent several months alongside Hollywood actor Robin Williams, who inspired the film Patch Adams. During this period, Williams shadowed him, wearing clown shoes and a nose to bring humor and fulfill the final wishes of patients during end-of-life care.

David Green serves as an operational air traffic controller and also functions as a national test examiner for aspiring controllers. His expertise includes conducting investigations and managing teams while excelling in the high-pressure environment of his role.

David is committed to supporting individuals struggling with mental health issues, drawing from his personal experience in assisting those in crisis.

motivates him to ensure that others receive the critical support he once found difficult to access.

He engages in various activities within the charity, including DIY projects and creating artwork, which help him maintain focus and enhance his mental health and well-being. Matthew has served multiple tours in both Afghanistan and Iraq, where he developed PTSD as a result of his experiences, along with chronic pain from an incident during one of his deployments that left him physically injured and living with the effects to this day.

Samantha Hodgman acts as the safeguarding lead for both adults and children, in addition to serving as our data controller. She is a qualified Level 3 First Aider and has completed diplomas in various domains, including counseling, self-harm and suicide prevention, nutrition and health, and domestic abuse.

Having faced anxiety, depression, and mental health issues linked to a physical health condition, Samantha offers a vital perspective based on her lived experiences. She has also survived domestic violence, using her journey to empower others toward improved mental well-being.

With a background in drug and alcohol wards at Hartlepool Hospital, she possesses extensive knowledge of substance use and recovery. Samantha excels at supporting individuals in mental health crises, administering first aid to those who have self-harmed, and assisting those at risk of homelessness. Additionally, she manages essential administrative tasks, such as scheduling and coordinating team appointments.

Senior Leadership Team Biographies

Trevor Sherwood, co-founder and Chief Executive Officer of LilyAnne’s Wellbeing, is an individual who lives with high-functioning autism and ADHD. He possesses a visionary outlook, skillfully crafting solutions to challenges by developing services and pathways that assist others. His journey began upon recognizing significant gaps in local support services. As an accredited counselor, he has completed a foundation degree in counseling and has trained in cognitive behavioral therapy.

Trevor's diverse background spans hospitality, leadership, management, mental health safeguarding, suicide prevention, and counseling, providing him with a unique perspective on mental health. Additionally, he holds a degree in Psychology, Crime & Investigation, highlighting the importance of personalized support.

Originally, in 2017, Trevor envisioned creating a coffee shop to serve the local community and provide employment for his sister Angela, who was returning home with her husband after being medically discharged from the military due to trauma from Afghanistan and Iraq. However, he soon realized a pressing need for services addressing local homelessness, mental health issues, and loneliness, inspired by his brother-in-law, Matthew.

In 2021, Trevor was severely impacted by COVID-19 and continues to deal with its lasting effects, feeling grateful to have emerged from such a challenging period. He faced personal hurdles, including the development of long COVID and receiving a diagnosis of severe allergic asthma, which eventually led to fibromyalgia. In February 2024, he required hospitalization for life-saving treatment, during which he was diagnosed with Type 1 insulin-dependent diabetes.

He experiences profound brain fog, chronic body pain, and heightened sensory sensitivity, often finding daily life to be a struggle.

Angela Arnold brings a unique perspective shaped by her personal experiences, having faced a mental health crisis and the feelings of suicide in early 2010. Living with ADHD, she also manages anxiety and depression. As a co-creator of LilyAnne’s Wellbeing, Angela sought to support her husband Matthew after his military discharge, recognizing the scarcity of available resources.

With expertise in hospitality, leadership, management, and mental health safeguarding, Angela is dedicated to providing housing assistance. She possesses extensive experience in supporting individuals dealing with domestic violence, childhood trauma, psychotherapeutic counseling, grief and loss, abuse and trauma, and addiction. Angela employs a personcentered humanistic approach to counseling.

Angela excels at ensuring you receive the appropriate support, especially during challenging times, and can help connect you with additional services, such as your GP.

Her support also extends to issues related to homelessness or the risk thereof, particularly when they affect an individual's physical or mental well-being.

Moreover, Angela plays a vital role in nurturing and managing relationships with other professionals, including the council and various support services, to ensure you receive the most comprehensive assistance possible.

Assistance Provided to Our Community

Addressing Root Causes for Enhanced Community Support 2,641 indivduals walked through our doors to access support.

By tackling the root causes of these three primary areas, we have successfully concentrated on providing assistance to individuals across nine essential support areas, ensuring they can access the right resources within the community.

We are here for those who require our support.

In the period from 2023 to September 2024, we provided support to 2,641 individuals, focusing on key issues such as loneliness, mental health, and homelessness.

----- Start of picture text -----
Individuals
Loneliness 1302
Mental Health 739
Homelessness 600
0 200 400 600 800 1000 1200 1400
Of those who received support, 283 individuals
engaged in the Talking Therapy Better Wellbeing
Programme. This programme consists of a minimum of
seven hours of therapy, which can be extended by two
additional hours if further assistance is required,
spanning a duration of seven to nine weeks. Altogether,
we have completed 1,968 hours of pre-scheduled
counselling appointments dedicated to mental health.
Importantly, there was no waiting list for accessing our
services, enabling individuals to improve their wellbeing
while reducing the demand for secondary mental health
services within the community. We accomplish this by
following a trauma-informed, person centred, and
humanistic approach to support.
Out of those appointments only three people failed to
attend an appointment due to various reasons but where
re-booked to a later date and within 100% of cases
----- End of picture text -----

Out of those appointments only three people failed to attend an appointment due to various reasons but where re-booked to a later date and within 100% of cases everyone accessed us for support was able to be supported.

We are here for those who require our support.

We have collaborated with partner agencies to ensure individuals can access the appropriate support.

We ensure that individuals are connected with the appropriate local authority resources, linking them to other local charities and organizations to guarantee they receive the support they require.

.

Our local community partners. LILYANNE'S NDATION ÈANNE>=<E North Tees and Hartlepool TEWV NHS Foundation Trust Hgrtyi Gables NHS North E•si Arnbul1￿? Senfk• act HARTLEPOOL BOROUGH COUNCIL HM Prison & Probation Servtce Vl¢lwlaWaFd I (:i.l.-Vl.-IANI) ' POLICE POLICE AND C1141 COMM15510MER FOA CLEveiAND TEI.S VAI I.EY SPORT power to change Hartlepool Foodbank Triage nlt*ll9ht ( Toq4mwWthTruo￿w IACCPH bacp counselling changes lives

Balance Sheet

LilyAnne's Wellbeing As at 30 September 2024

30 SEPT 2024

Fixed Assets Fixed Assets
Tangible Assets
Office equipment and IT - Cost
5973
Total Tanible Assets
5973

.
g
.

5973
Current Assets
Total Fixed Assets
.
Cash at bank and in hand
LILYANNE'S WELLBEING
214839

Total Cash at bank and in hand
214839
,.

,.

214839
Creditors: amounts falling due within oneyear
Total Current Assets
,.
Net Wages
(572177)



,.
Total Creditors: amounts falling due within one year
(5,721.77)
Net Current Assets (Liabilities)
7,870.16

Total Assets less Current Liabilities
Creditors: amounts falling due after more than one year
7,929.89
Long term Loans & Mortgages
263368



,.
Total Creditors: amounts falling due after more than one year
2,633.68
Net Assets
Capital and Reserves
5,296.21
Current Year Earnings
529621



,.
Total Capital and Reserves
5,296.21

Balance Sheet LilyAnne's Wellbeing 22May2025

Profit and Loss

LilyAnne's Wellbeing For the year ended 30 September 2024

Profit and Loss
LilyAnne's Wellbeing
For the year ended 30 September 2024
2024
Turnover
Donation (10001) 7,780.93
Grant Income 500.00
Sales - Products 3,614.47
Total Turnover 11,895.40
Cost of Sales
Cost of Sales - Goods 1,073.66
Cost of Sales - Materials 473.94
Total Cost of Sales 1,547.60
Gross Profit 10,347.80
Administrative Costs
Bank Charges and Interest 0.01
Business Insurance 50.00
Computer & Software 108.18
Electricity 1,057.32
Entertainment 51.25
General Rates 190.27
Internet Charges 203.08
Marketing 280.48
Repairs and Renewals 378.32
Telephone 29.99
Training Costs 20.00
Water Rates 9.00
Total Administrative Costs 2,377.90
Operating Profit 7,969.9 0
Profit on Ordinary Activities Before Taxation 7,969.9 0
Profit after Taxation 7,969.9 0

Profit and Loss LilyAnne's Wellbeing 22May2025

Thank You

LilyAnne’s Wellbeing Charity 141 to 147A Titan House Hartlepool TS26 9HL