OpenCharities

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

2024-03-31-accounts

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

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31ST MARCH 2024

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 31ST MARCH 2024

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 18
Detailed Statement of Financial Activities 19 to 20

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024

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 31st March 2024. 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 31ST MARCH 2024

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 maintain 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 31ST MARCH 2024

ACHIEVEMENT AND PERFORMANCE

Charitable activities

2023/24 has been another busy year consolidating our service offers.

Highlights include:

We also ran a bereavement workshop aimed at employers to educate them around issues affecting bereaved employees.

Our Clients

In 2023/24 we supported 422 clients.

Our client profile was as follows: 42% bereavement support, 38% diagnosis of cancer, 13% neurological conditions, and 7% was from other end stage illnesses such as respiratory disease, heart and renal failure.

We supported a wide age demographic with a range of between 18-100+, however 57% were aged over 60. These clients are supported by the volunteers through weekly visits.

Our volunteers

During the year we had a total of 128 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 7 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.

Death Cafes 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 our Death Cafes and they actively promote to their library members.

Page 3

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024

ACHIEVEMENT AND PERFORMANCE

Funding

Surrey Heartlands Integrated Care System continued to provide the Trust with core funding under the terms of an NHS Grant Agreement 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:

The NHS Grant Agreement expired on 31 March 2024. In addition, from 1st January 2024 all such contracts (including substantial changes to existing contracts) awards made by the Integrated Care Board (ICB) for health services, have to comply with the requirements of the Provider Selection Regime (PSR). In parallel, the ICB has decided to undertake a review of all smaller grants in 2024. Until this review is complete, our Grant will be rolled over and continue on existing terms under three months' notice of termination. This clearly represents a significant risk to the Trust's income stream.

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.

FINANCIAL REVIEW

The Financial Results for the Year

The Trust made a deficit of £4,895 (2023: deficit of £45,679), which was significantly better than forecast. Our grants success rate was much higher than anticipated and while fundraising efforts and donations were less than planned.

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. We have drawn on some of our reserves this year in order to take forward the new services such as the Wellbeing at Home and End of Life Planning Service.

FUTURE PLANS

In 2024/25 we will launch our wellbeing at home service. We have recruited a range of volunteers who can offer haircuts, manicures, hand massage, beauty treatments, reiki etc to our clients who are unable to leave home. Also we will launch our End-of-Life Planning Service to our clients, this covers Wills & Lasting Powers of Attorney, Advanced Care Planning, funerals/celebration of life and digital executors.

2024 marks the 40th year of The Brigitte Trust. We have developed a timeline of our website, we held a webinar with Dr. Kathryn Mannix to talk about 'Tender Conversations' on 8th May in Dying Matters week, and we are running a fundraising campaign to raise or donate £40 to celebrate 40 years.

Page 4

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024

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.

Patrons and Trustees

President

Michael More-Molyneux, Lord-Lieutenant of Surrey

Patrons

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

Directors and Trustees

Jan Way MBE Chair David Farmery Treasurer Peter Lagerberg Company Secretary Anne Sutton Mary Guypinkney Lesley Potter (appointed 17th January 2024) Nicholas Johnson (resigned 6th March 2024)

Page 5

THE BRIGITTE TRUST

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST MARCH 2024

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 31ST MARCH 2024

Trustees

Jan Way David Farmery Peter Lagerberg Anne Sutton Mary Guypinkney Nicholas Johnson (resigned 6.3.24) Lesley Potter (appointed 17.1.24)

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

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 18th September 2024 and signed on its behalf by:

Jan Way - Trustee

Page 7

INDEPENDENT EX4MINER'S REPORT TO THE TRUSTEES OF THE BRICITfE TRUST Independent examiner's rwrt to the trustees of The B￿tte Trnst Cthe Comp8Jry') I report to the ¢harity tru5ttts on my examination of the accounts of the Company for the year end￿1 31st Mareh 2024. Respon$lbllttlu #nd b5b of report As the charity's Iru5te¢s of the Company (and also its direts0￿ for the purposes of cornpAny law) you are re4Jonsible for the preparation of the a￿￿lL￿ in accordantt with the r¢qyiTEmts of the Companies Art 2￿6 cl1￿ 201￿ Ace). Having satisfied myself that the KCOLmts of the Company are noi rquired to be audited un(kr Part 16 of the 2006 Act and ar¢ eli8iblc for indet examination. I rep)rt in T¢SFrtI of my examinaiion of your charitys accouttts as Carried out utmkr Section 145 of the Charities Aci 2011 {'the 2011 Act). In wing out my wminatmjn I have followed th¢ Directions given by the Charity CommiMion unthr Section 14515) (b) of the 2011 Independent txmlner's $¢atement l ￿ve completed my examinalion. l ¢￿firnI that no Dwtt¢rs have to my atMtion in conntttion with the wAamination living me cause to believe: ccounting records were ￿lt k¢pt Én respect of the Conyny as required by Sediort 386 of the 2006 A¢. or th¢ accounts do not aceord wilh those records. or the accounts do not comply with the accounting requirements of Section 396 of the 20¢K) Act oth¢r than any requirement thht the Aecounts give a true and fair vi¢w wh￿h is & matr cot)sidered as part of an independent examination., or the accounts hAve not l)¢en prepared in ¥cordance with the m¢th(xE5 and priticiples of the Stat¢ment of Recommended Pr4¢tice for accouniing and reporting by ch8riiies {applic&ble to chariiies ptrparing th¢ir ￿Ount5 in accordance with ¢h¢ FinAnci81 ReportinB Swthrd 8ppli¢able iti the UK and Ryblic of Ireland IFRS 102)). I have no eorteerns aTrJ have come auoss TKJ oth¢r rnatM iti Col￿eCtIOn with the examination to which attention should be dravm in Ihis repn in order lo ¢nabl¢ g pn)pcr und￿ing ofth a¢￿￿ts to Ix re4¢W. Philip Lon8*aSTFCA EIIi5 Athl'ns Chartered Accountants The Alrium Business Centre Curtis Road Dorking RH4 IXA 24th September 2024

THE BRIGITTE TRUST

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2024

Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
87,207
Charitable activities
5
Support and practical help to individuals and their
families with life threatening illness
51,688
Other trading activities
3
13,794
Investment income
4
5,452
Total
158,141
EXPENDITURE ON
Raising funds
22,883
Charitable activities
6
Support and practical help to individuals and their
families with life threatening illness
165,494
Total
188,377
NET INCOME/(EXPENDITURE)
(30,236)
RECONCILIATION OF FUNDS
Total funds brought forward
259,003
TOTAL FUNDS CARRIED FORWARD
228,767		 Restricted
funds
£
63,757
-
-
-
63,757
-
38,416
38,416
25,341
-
25,341		 31/3/24
31/3/23
Total
Total
funds
funds
£
£
150,964
124,291
51,688
51,688
13,794
24,739
5,452
2,427
221,898
203,145
22,883
19,993
203,910
228,831
226,793
248,824
(4,895)
(45,679)
259,003
304,682
254,108
259,003

The notes form part of these financial statements

Page 9

THE BRIGITTE TRUST

BALANCE SHEET 31ST MARCH 2024

Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
12
704
CURRENT ASSETS
Debtors
13
9,477
Cash at bank and in hand
227,520
236,997
CREDITORS
Amounts falling due within one year
14
(8,934)
NET CURRENT ASSETS
228,063
TOTAL ASSETS LESS CURRENT LIABILITIES
228,767
NET ASSETS
228,767
FUNDS
15
Unrestricted funds
Restricted funds
TOTAL FUNDS		 Restricted
funds
£
-
-
25,341
25,341
-
25,341
25,341
25,341		 31/3/24
Total
funds
£
704
9,477
252,861
262,338
(8,934)
253,404
254,108
254,108
228,767
25,341
254,108		 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

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31st March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31st March 2024 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 31ST MARCH 2024

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 18th September 2024 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 31ST MARCH 2024

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 31ST MARCH 2024

2. DONATIONS AND LEGACIES

DONATIONS AND LEGACIES
Donations and gifts
Gift aid
Legacies
Grants
Membership		 31/3/24
£
27,979
3,420
-
118,620
945
150,964		 31/3/23
£
40,353
3,037
5,050
74,801
1,050
124,291

The total amount of grants received during the year from Government bodies towards the charity's core and restricted activities was £14,368 (2023: £18,550).

3.

4.

5.

OTHER TRADING ACTIVITIES

31/3/24 31/3/23
£ £
Fundraising activities 13,794 24,391
Coffin Club sales - 348
13,794 24,739
INVESTMENT INCOME
31/3/24 31/3/23
£ £
Interest receivable 5,452 2,427
INCOME FROM CHARITABLE ACTIVITIES
31/3/24 31/3/23
Activity £ £
Support and practical help to individuals and
Funding from Surrey Heartlands their families with life threatening illness 51,688 51,688

continued...

Page 13

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2024

6. CHARITABLE ACTIVITIES COSTS

Support
Direct
costs (see
Costs
note 7)
£
£
Support and practical help to individuals
and their families with life threatening
illness
87,619
116,291
SUPPORT COSTS
Governance
Management
costs
£
£
Support and practical help to individuals and
their families with life threatening illness
114,462
1,829
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
31/3/24
£
Depreciation - owned assets
338
Independent Examiner's Fee
650
Independent Examiner - Other services
1,840		 Totals
£
203,910
Totals
£
116,291
31/3/23
£
347
650
1,930

7. SUPPORT COSTS

8. NET INCOME/(EXPENDITURE)

9. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31st March 2024 nor for the year ended 31st March 2023.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31st March 2024 nor for the year ended 31st March 2023.

10. STAFF COSTS

Wages and salaries
Social security costs
Other pension costs		 31/3/24
£
132,507
6,100
2,899
141,506		 31/3/23
£
132,721
6,262
2,857
141,840

The trustees consider the aggregate employment benefits of the Key Management Personnel for 2024 to be £33,866 (2023: £32,623).

continued...

Page 14

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2024

10. STAFF COSTS - continued

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

31/3/24 31/3/23
Average number of employees 6 6

No employees received emoluments in excess of £60,000.

11.

COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
63,240
Charitable activities
Support and practical help to individuals and their
families with life threatening illness
51,688
Other trading activities
24,739
Investment income
2,427
Total
142,094
EXPENDITURE ON
Raising funds
19,993
Charitable activities
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
-		 Total
funds
£
124,291
51,688
24,739
2,427
203,145
19,993
228,831
248,824
(45,679)
304,682
259,003

Page 15

continued...

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2024

12. TANGIBLE FIXED ASSETS

Office
equipment
£
COST
At 1st April 2023 and 31st March 2024
5,089
DEPRECIATION
At 1st April 2023
5,035
Charge for year
13
At 31st March 2024
5,048
NET BOOK VALUE
At 31st March 2024
41
At 31st March 2023
54
13.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Gift aid receivable
Prepayments and accrued income
14.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Social security and other taxes
Accrued expenses
15.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
Restricted funds
Macmillan Cancer Support
Bereavement
TOTAL FUNDS		 Fixtures
and
fittings
£
5,831
5,779
13
5,792
39
52
At 1/4/23
£
259,003
-
-
-
259,003		 Computer
equipment
£
12,941
12,005
312
12,317
624
936
31/3/24
£
2,663
6,814
9,477
31/3/24
£
2,529
6,405
8,934
Net
movement
in funds
£
(30,236)
10,341
15,000
25,341
(4,895)		 Totals
£
23,861
22,819
338
23,157
704
1,042
31/3/23
£
1,861
4,759
6,620
31/3/23
£
2,632
5,956
8,588
At
31/3/24
£
228,767
10,341
15,000		 Totals
£
23,861
22,819
338
23,157
704
1,042
25,341
254,108

Page 16

continued...

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2024

15. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
Restricted funds
Macmillan Cancer Support
Breast Cancer
Bereavement
Training
Home visits area based
TOTAL FUNDS
Comparatives for movement in funds
Unrestricted funds
General fund
Restricted funds
Other restricted funds
Bereavement
TOTAL FUNDS		 Incoming
resources
£
158,141
13,788
5,000
28,101
750
16,118
63,757
221,898
At 1/4/22
£
295,148
3,849
5,685
9,534
304,682		 Resources
Movement
expended
in funds
£
£
(188,377)
(30,236)
(3,447)
10,341
(5,000)
-
(13,101)
15,000
(750)
-
(16,118)
-
(38,416)
25,341
(226,793)
(4,895)
Net
movement
At
in funds
31/3/23
£
£
(36,145)
259,003
(3,849)
-
(5,685)
-
(9,534)
-
(45,679)
259,003

continued...

Page 17

THE BRIGITTE TRUST

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST MARCH 2024

15. MOVEMENT IN FUNDS - continued

Comparative 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		 Incoming
resources
£
142,094
-
5,000
9,320
29,731
17,000
61,051
203,145		 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)

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.

16. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31st March 2024.

Page 18

THE BRIGITTE TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2024

31/3/24 31/3/23
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Donations and gifts 27,979 40,353
Gift aid 3,420 3,037
Legacies - 5,050
Grants 118,620 74,801
Membership 945 1,050
150,964 124,291
Other trading activities
Fundraising activities 13,794 24,391
Coffin Club sales - 348
13,794 24,739
Investment income
Interest receivable 5,452 2,427
Charitable activities
Funding from Surrey Heartlands 51,688 51,688
Total incoming resources 221,898 203,145
EXPENDITURE
Raising donations and legacies
Promotions salary 8,757 8,319
Social security 342 294
Pensions 169 156
Fundraising costs 13,615 10,802
22,883 19,571
Other trading activities
Coffin Club purchases - 422
Charitable activities
Salaries 54,609 51,320
Social security 2,884 2,432
Pensions 1,264 1,165
Expenses of volunteers 7,695 7,187
Training, supervision and room hire 3,939 11,125
Carried forward 70,391 73,229

This page does not form part of the statutory financial statements

Page 19

THE BRIGITTE TRUST

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST MARCH 2024

31/3/24 31/3/23
£ £
Charitable activities
Brought forward 70,391 73,229
Staff expenses 2,977 3,091
Support Groups fees & expenses 14,251 11,059
87,619 87,379
Support costs
Management
Salaries 69,141 73,082
Social security 2,874 3,536
Pensions 1,466 1,536
Insurance 1,244 2,675
Telephone 1,131 1,639
Office consumables 2,354 3,130
Publicity 13,563 8,897
Sundries 2,395 3,505
Rent and rates - 9,882
IT costs and maintenance 2,525 1,374
DBS check fees 580 577
Bookkeeping 2,756 2,625
Recruitment costs 11,581 10,918
Cleaning and maintenance 137 12,244
Light and heat - 2,167
Independent Examiner's fee - other services 1,840 1,930
Depreciation of office equipment 13 17
Fixtures and fittings 13 17
Computer equipment 312 312
Bank charges 537 520
114,462 140,583
Governance costs
Insurance 228 219
AGM costs 951 -
Independent Examiner's fee 650 650
1,829 869
Total resources expended 226,793 248,824
Net expenditure (4,895) (45,679)

This page does not form part of the statutory financial statements

Page 20