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2023-03-31-accounts

REGISTERED COMPANY NUMBER: 01782730 (England and Wales) REGISTERED CHARITY NUMBER: 288923

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2023

FOR

THE BRIGITTE TRUST

Ellis Atkins Chartered Accountants The Atrium Business Centre Curtis Road Dorking Surrey RH4 1XA

THE BRIGITTE TRUST

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

Page
Report of the Trustees 1 to 7
Independent Examiner's Report 8
Statement of Financial Activities 9
Balance Sheet 10 to 11
Notes to the Financial Statements 12 to 19
Detailed Statement of Financial Activities 20 to 21

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2023. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The Brigitte Trust is named after its founder Brigitte Watkin. The charity is proud to uphold Brigitte's original purpose, and its objectives are to:

The service is entirely free to the clients and is provided through our team of highly trained and committed volunteers supported by salaried professional staff. It may be accessed:

A professional management team recruits and trains the volunteers, manages the referrals process matching clients with the right volunteer to meet their needs, supports volunteers, and administers the work of the Trust, ensuring funding is secured.

A volunteer Board of Trustees provides the necessary governance.

Public benefit

In accordance with Section 4 of the Charities Act 2011, the Trustees have had due regard to the guidance published by the Charity Commission on public benefit when reviewing the charity's activities and planning future activities. We consider that our service plays an important role in:

Page 1

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

OBJECTIVES AND ACTIVITIES

Volunteers

The Brigitte Trust upholds the highest standards of practice and care in all areas of its activity. All of our volunteers are interviewed both before the commencement of their training and after its completion, and all are DBS checked. A robust programme of support is in place.

The Brigitte Trust is hugely grateful for the commitment and hard work of all the volunteers on whom the Trust relies. It is through their dedication, commitment and professionalism in supporting clients and their families at difficult times that the Brigitte Trust's values and ethos are best demonstrated.

Each year we plan recruitment to increase our volunteer workforce. The Brigitte Trust is committed to equal opportunities and reflecting diversity in recruitment, service delivery and all other aspects of our work.

The volunteers support people for a period of up to three hours every week. The support provided is wide-ranging and can include sitting quietly with a client, support with shopping, transport to medical appointments etc. However, our service goes far beyond befriending, with trained volunteers providing hugely important emotional as well as practical support.

Page 2

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

ACHIEVEMENT AND PERFORMANCE

Charitable activities

2021/22 has been another busy year consolidating our service offers.

Highlights include:

The most significant event of the year was our office move. We moved from our long-standing base at 316 High Street, Dorking to Abinger House, Church Street Dorking at the end of December 2022. We are truly grateful for the generosity of Stonegate Homes in hosting us.

Our Clients

In 2022/23 we supported 421 clients. Our client profile was as follows: bereavement support 39%, diagnosis of cancer 40%, neurological conditions 14%, and other end stage illnesses such as respiratory disease, heart and renal failure 7%.

We supported a wide age demographic with a range of between 18-100+, however, 56% were aged over 60.

Our volunteers

During the year we had a total of 108 volunteers

Referrals

Over the years The Brigitte Trust has built strong partnerships with local providers, including hospices, hospitals, social care and other community-based services many of whom make regular referrals into our service. We are committed to building upon these partnerships and working closely with other organisations who work with the people we support.

Other Services

We continued to build on our newer services as well as our core service. These included the ongoing development of our robust and structured bereavement support programme. This is an 8-week structured programme led by an external facilitator. We ran 8 programmes in different towns across Surrey. We have had excellent feedback from these sessions. It is now highly regarded by a range of health and social care professionals.

Coffin Club Surrey continues to grow and develop. This is a 6-week course to learn about your different funeral options and make plans. There is also an optional coffin decorating workshop.

Death Cafés have been held in different parts of the County. These are proving to be popular and an opportunity to have an open and honest conversation about death and dying over a cup of coffee and cake. We have developed an excellent relationship with Surrey Library Service where we often hold the Death Cafés, and they actively promote to their members.

Funding

Surrey Heartlands Integrated Care System continued to provide the Trust with core funding and we wish to acknowledge this and thank them for their continued support for our work. This funding allows us to provide support across all of Surrey:

Beyond the core funding received from the NHS, the Trust has successfully sought funding from corporate partners, legacies, fundraising initiatives, gifting and stakeholder donations. Throughout the financial year we were fortunate to receive funding from 16 charitable trusts towards our core work, along with our bereavement support groups and neurological support group.

Page 3

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

FINANCIAL REVIEW

The Financial Results for the Year

The Trust made a deficit of £45,679 (2022: deficit of £30,264, which was due to three main factors. Firstly we invested in the expansion of the core team to handle increased activity, secondly we invested in new service developments and finally we experienced a tougher climate for grant funding than in preceding years. Our fundraising efforts and donations remained strong - of particular note was Westival and The Big Give Christmas Challenge. We were also generously supported by Clandon Regis Golf Club.

Reserves policy

Having taken account of:

the Trustees continue to agree that unrestricted reserves should not fall below a minimum of six months' running costs.

FUTURE PLANS

2024 is our 40th anniversary. We are planning a range of celebrations and fundraisers to mark this occasion. We are also in the early stages of planning two new services namely a Wellbeing Service and an End of Life Planning Service.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The Trust is a company limited by guarantee, as defined by the Companies Act 2006. It does not have any share capital and is registered as a charity with the Charity Commission. Its governing document is its Memorandum and Articles of Association dated 11th January 1984 as amended on 9th February 1984 and 14th December 1994.

There are no particular restrictions imposed by the Memorandum and Articles of Association concerning the way in which the Trust can operate. The Trustees have the power to invest the monies of the Trust in such investments as may be thought fit.

The Members of the Charity are the current trustees, staff and some volunteers, in addition to a small number of paying members. All members have voting rights at the AGM. Membership ends on resignation or payment ceases.

The members are liable for the Trust's debts and liabilities whilst being a member and up to one year after ceasing to be a member for those transactions entered into before that date, to a maximum of £10 each.

The Memorandum and Articles of Association of the Trust provide that in the event of a winding up, any surplus on the reserves should be distributed to associations with similar objects and not to members.

Page 4

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT Patrons and Trustees

President

Michael More-Molyneux, Lord-Lieutenant of Surrey

Patrons

Sir Adrian White CBE DL Corinna, Lady Hamilton of Dalzell Rt Hon Sir Paul Beresford MP Mr Nicholas Owen

Directors and Trustees

Jan Way MBE David Farmery Peter Lagerberg Anne Sutton Mary Guypinkney Nicholas Johnson

Chair Treasurer Company Secretary

Page 5

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governance and internal control

The Trustees are responsible for:

Trustees are appointed at the Annual General Meeting of the charity or by existing Trustees to hold office until the next Annual General Meeting. The number of Trustees shall not be less than three and is not subject to any maximum. Trustees serve for a three-year term and for a maximum of four terms. Trustees' indemnity insurance was in place during the period.

The Board of Trustees meets regularly and at least six times a year.

The Brigitte Trust is led by Lucy Beach, Charity Manager. Lucy is supported by:

Freelance services are provided by:

Sincere thanks are extended to the staff team who ensure the smooth and efficient running of our service with the highest standards of professionalism.

They were further supported by Chris Axton (IT) and Liz Dolman (Gift Aid) and in addition a small team of volunteer helpers who support with fundraising events and newsletter administration. We would like to pass on our wholehearted thanks to each of our back-office volunteers.

REFERENCE AND ADMINISTRATIVE DETAILS

Registered Company number

01782730 (England and Wales)

Registered Charity number

288923

Registered office

Abinger House Church Street Dorking Surrey RH4 1DF

Page 6

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023

Trustees

David Farmery Jan Way Peter Lagerberg Anne Sutton Mary Guypinkney Nicholas Johnson

Independent Examiner

Philip Longstaff FCA Ellis Atkins Chartered Accountants The Atrium Business Centre Curtis Road Dorking Surrey RH4 1XA

Solicitors

Downs Solicitors 156 High Street Dorking Surrey RH4 1BQ

Bankers

National Westminster Bank Plc 14 High Street Dorking, Surrey RH4 1AX COIF Charities Deposit Fund 80 Cheapside London EC2V 6DZ

Shawbrook Bank Ltd Warley Hill Business Park Great Warley Brentwood Essex CM13 3BE

Approved by order of the board of trustees on 20 September 2023 and signed on its behalf by:

Jan Way - Trustee

Page 7

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF THE BRIGITTE TRUST

Independent examiner's report to the trustees of The Brigitte Trust ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2023.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Philip Longstaff FCA

Ellis Atkins Chartered Accountants The Atrium Business Centre Curtis Road Dorking Surrey RH4 1XA

21 September 2023

Page 8

THE BRIGITTE TRUST

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
63,240
Charitable activities
5
Support and practical help to individuals and their
families with life threatening illness
51,688
Other trading activities
3
24,739
Investment income
4
2,427
Total
142,094
EXPENDITURE ON
Raising funds
19,993
Charitable activities
6
Support and practical help to individuals and their
families with life threatening illness
158,246
Total
178,239
NET INCOME/(EXPENDITURE)
(36,145)
RECONCILIATION OF FUNDS
Total funds brought forward
295,148
TOTAL FUNDS CARRIED FORWARD
259,003		 Restricted
funds
£
61,051
-
-
-
61,051
-
70,585
70,585
(9,534)
9,534
-		 31/3/23
31/3/22
Total
Total
funds
funds
£
£
124,291
115,345
51,688
51,688
24,739
9,582
2,427
130
203,145
176,745
19,993
23,020
228,831
183,989
248,824
207,009
(45,679)
(30,264)
304,682
334,946
259,003
304,682

The notes form part of these financial statements

Page 9

THE BRIGITTE TRUST

BALANCE SHEET 31 MARCH 2023

Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
12
1,042
CURRENT ASSETS
Debtors
13
6,620
Cash at bank and in hand
259,929
266,549
CREDITORS
Amounts falling due within one year
14
(8,588)
NET CURRENT ASSETS
257,961
TOTAL ASSETS LESS CURRENT LIABILITIES
259,003
NET ASSETS
259,003
FUNDS
15
Unrestricted funds
Restricted funds
TOTAL FUNDS		 Restricted
funds
£
-
-
-
-
-
-
-
-		 31/3/23
Total
funds
£
1,042
6,620
259,929
266,549
(8,588)
257,961
259,003
259,003
259,003
-
259,003		 31/3/22
Total
funds
£
141
10,611
301,385
311,996
(7,455)
304,541
304,682
304,682
295,148
9,534
304,682

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2023.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2023 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

continued...

Page 10

THE BRIGITTE TRUST

BALANCE SHEET - continued 31 MARCH 2023

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 20 September 2023 and were signed on its behalf by:

Jan Way - Trustee

David Farmery - Trustee

The notes form part of these financial statements

Page 11

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income and grants

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

Gift Aid reclaimable on donations to the Trust is included with the amount received.

Grants are recognised when the entitlement to the grant is confirmed. Revenue based grants are recognised in the period in which the related costs are incurred.

Expenditure

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

Governance costs

Governance costs are those incurred in relation to the administration of the Trust and compliance with constitutional and statutory requirements.

Tangible fixed assets

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

Office equipment - 25% on reducing balance
Fixtures and fittings - 25% on reducing balance
Computer equipment - 25% on cost

Taxation

As the Trust's aims are charitable, no corporation tax liability arises for the year.

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. Expenditure which meets those criteria is allocated to that fund. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Pension costs and other post-retirement benefits

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

Volunteers' help

The value of any voluntary help is not included in the accounts but the role of volunteers is described in the trustees' Annual Report.

continued...

Page 12

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

2. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
Donations and gifts
Gift aid
Legacies
Grants
Membership		 31/3/23
£
40,353
3,037
5,050
74,801
1,050
124,291		 31/3/22
£
25,391
2,534
27,001
59,059
1,360
115,345

The total amount of grants received during the year from Government bodies towards the charity's core and restricted activities was £18,550 (2022: £22,619).

3. OTHER TRADING ACTIVITIES

31/3/23 31/3/22
£ £
Fundraising activities 24,391 9,038
Coffin Club sales 348 544
24,739 9,582
INVESTMENT INCOME
31/3/23 31/3/22
£ £
Interest receivable 2,427 130
INCOME FROM CHARITABLE ACTIVITIES
31/3/23 31/3/22
Activity £ £
Support and practical help to individuals and
Funding from Surrey Heartlands their families with life threatening illness 51,688 51,688

4.

5. INCOME FROM CHARITABLE ACTIVITIES

continued...

Page 13

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

6. CHARITABLE ACTIVITIES COSTS

Support
Direct
costs (see
Costs
note 7)
£
£
Support and practical help to individuals
and their families with life threatening
illness
87,379
141,452
SUPPORT COSTS
Governance
Management
costs
£
£
Support and practical help to individuals and
their families with life threatening illness
140,583
869
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
31/3/23
£
Depreciation - owned assets
347
Independent Examiner's Fee
650
Independent Examiner - Other services
1,930		 Totals
£
228,831
Totals
£
141,452
31/3/22
£
46
650
1,750

7. SUPPORT COSTS

8. NET INCOME/(EXPENDITURE)

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2023 nor for the year ended 31 March 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2023 nor for the year ended 31 March 2022.

10. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs		 31/3/23
£
133,868
6,262
2,857
142,987		 31/3/22
£
117,756
5,027
2,395
125,178

The trustees consider the aggregate employment benefits of the Key Management Personnel for 2023 to be £31,210 (2022: £29,094).

continued...

Page 14

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

10. STAFF COSTS - continued

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

11.

31/3/23 31/3/22
Average number of employees 6 6
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted Restricted Total
fund funds funds
£ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 75,536 39,809 115,345
Charitable activities
Support and practical help to individuals and their
families with life threatening illness 51,688 - 51,688
Other trading activities 9,582 - 9,582
Investment income 130 - 130
Total 136,936 39,809 176,745
EXPENDITURE ON
Raising funds 23,020 - 23,020
Charitable activities
Support and practical help to individuals and their
families with life threatening illness 134,114 49,875 183,989
Total 157,134 49,875 207,009
NET INCOME/(EXPENDITURE) (20,198) (10,066) (30,264)
RECONCILIATION OF FUNDS
Total funds brought forward 315,346 19,600 334,946
TOTAL FUNDS CARRIED FORWARD 295,148 9,534 304,682

Page 15

continued...

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

12. TANGIBLE FIXED ASSETS

12. TANGIBLE FIXED ASSETS
Fixtures
Office and Computer
equipment fittings equipment Totals
£ £ £ £
COST
At 1 April 2022 5,089 5,831 11,693 22,613
Additions - - 1,248 1,248
At 31 March 2023 5,089 5,831 12,941 23,861
DEPRECIATION
At 1 April 2022 5,017 5,762 11,693 22,472
Charge for year 18 17 312 347
At 31 March 2023 5,035 5,779 12,005 22,819
NET BOOK VALUE
At 31 March 2023 54 52 936 1,042
At 31 March 2022 72 69 - 141
13. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31/3/23 31/3/22
£ £
Gift aid receivable 1,861 1,778
Prepayments and accrued income 4,759 8,833
6,620 10,611
14. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31/3/23 31/3/22
£ £
Social security and other taxes 2,632 2,164
Accrued expenses 5,956 5,291
8,588 7,455

Page 16

continued...

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

15. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Restricted funds
Other restricted funds
Bereavement
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Other restricted funds
Breast Cancer
Bereavement
Training
Home visits area based
TOTAL FUNDS		 At 1.4.22
£
295,148
3,849
5,685
9,534
304,682
Incoming
resources
£
142,094
-
5,000
9,320
29,731
17,000
61,051
203,145		 Net
movement
At
in funds
31.3.23
£
£
(36,145)
259,003
(3,849)
-
(5,685)
-
(9,534)
-
(45,679)
259,003
Resources
Movement
expended
in funds
£
£
(178,239)
(36,145)
(3,849)
(3,849)
(5,000)
-
(15,005)
(5,685)
(29,731)
-
(17,000)
-
(70,585)
(9,534)
(248,824)
(45,679)

continued...

Page 17

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

15. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Restricted funds
Other restricted funds
Covid telephone befriending
Bereavement
TOTAL FUNDS
Comparative net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Restricted funds
Other restricted funds
Covid telephone befriending
Bereavement
Training
Home visits area based
TOTAL FUNDS		 At 1.4.21
£
315,346
7,100
12,500
-
19,600
334,946
Incoming
resources
£
136,936
10,104
2,500
11,685
10,020
5,500
39,809
176,745		 Net
movement
At
in funds
31.3.22
£
£
(20,198)
295,148
(3,251)
3,849
(12,500)
-
5,685
5,685
(10,066)
9,534
(30,264)
304,682
Resources
Movement
expended
in funds
£
£
(157,134)
(20,198)
(13,355)
(3,251)
(15,000)
(12,500)
(6,000)
5,685
(10,020)
-
(5,500)
-
(49,875)
(10,066)
(207,009)
(30,264)

The restricted funds arise from donations and grants made for specific purposes eg training of volunteers, volunteers' expenses, recruitment and publicity, along with donations that are restricted in respect of the types of illness they will cover, and geographical areas.

continued...

Page 18

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31 MARCH 2023

16. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2023.

Page 19

THE BRIGITTE TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

31/3/23 31/3/22
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations and gifts 40,353 25,391
Gift aid 3,037 2,534
Legacies 5,050 27,001
Grants 74,801 59,059
Membership 1,050 1,360
124,291 115,345
Other trading activities
Fundraising activities 24,391 9,038
Coffin Club sales 348 544
24,739 9,582
Investment income
Interest receivable 2,427 130
Charitable activities
Funding from Surrey Heartlands 51,688 51,688
Total incoming resources 203,145 176,745
EXPENDITURE
Raising donations and legacies
Promotions salary and expenses 9,466 8,885
Social security 294 256
Pensions 156 140
Fundraising costs 9,655 13,225
19,571 22,506
Other trading activities
Coffin Club purchases 422 514
Charitable activities
Wages 51,320 47,113
Social security 2,432 2,272
Pensions 1,165 1,039
Expenses of volunteers 7,187 4,486
Training, supervision and room hire 11,125 10,420
Carried forward 73,229 65,330

This page does not form part of the statutory financial statements

Page 20

THE BRIGITTE TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31 MARCH 2023

31/3/23 31/3/22
£ £
Charitable activities
Brought forward 73,229 65,330
Staff expenses 3,091 2,982
Bereavement Group fees & expenses 11,059 6,571
87,379 74,883
Support costs
Management
Wages 73,082 61,758
Social security 3,536 2,499
Pensions 1,536 1,216
Insurance 2,675 2,214
Telephone 1,639 2,239
Office consumables 3,130 4,198
Publicity 8,897 4,243
Sundries 3,505 2,946
Rent and rates 9,882 13,285
IT costs and maintenance 1,374 666
CRB check fees 577 358
Bookkeeping 2,625 2,500
Professional fees - 480
Recruitment costs 10,918 9,410
Cleaning and maintenance 12,244 3,265
Light and heat 2,167 1,526
Rent contribution from sub letting - (6,480)
Independent Examiner's fee - other services 1,930 1,750
Depreciation of office equipment 17 23
Fixtures and fittings 17 23
Computer equipment 312 -
Bank charges 520 76
140,583 108,195
Governance costs
Insurance 219 261
Independent Examiner's fee 650 650
869 911
Total resources expended 248,824 207,009
Net expenditure (45,679) (30,264)

This page does not form part of the statutory financial statements

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