**Annual Report & Accounts for the year ending** 31 December 2023 



## **Contents** 

|**Welcome**|**Page 3**|
|---|---|
|**Who we are and what we do**|**Page 4**|
|**Our year in numbers**|**Page 5**|
|**Our objectives and achievements**|**Page 7**|
|**Thank you to our fundraisers**|**Page 12**|
|**Reflections and lessons learnt**|**Page 13**|
|**Our plans for the future**|**Page 14**|
|**Governance, structure and management**||
|**Constitution, purpose and public benefit**|**Page 16**|
|**Board and management operations and structure**|**Page 17**|
|**Remuneration policy**|**Page 19**|
|**Risk assessment and management**|**Page 20**|
|**Our approach to fundraising**|**Page 22**|
|**Financial review**||
|**Financial overview and review/ our reserves policy**|**Page 23**|
|**Statement of Trustees’ responsibility**|**Page 25**|
|**Independent auditors’ report**|**Page 27**|
|**Financial statements**|**Page 31**|
|**Reference and administrative detail**|**Page 46**|



**Company Registration No 03518755 Charity Registration (England and Wales) No 1068395 (Scotland) No SC045850** 

**2** 



## **Welcome** 

## **Welcome to this year’s report on our achievements in 2023.** 

The past year has, in some ways, been one of transformation for Lymphoma Action. It was both our first post-pandemic year as we prepared for more face-to-face activities, and a year of embarking on new projects and activities. A good proportion of these were funded through a generous legacy which allowed us to invest in new strategic priorities which we would not otherwise have been able to progress. 

There were many highlights in 2023, from the launch of our new Online Support Meetings to new campaigns and resources, getting involved in 

NHS initiatives like the national non-Hodgkin lymphoma audit, as well as starting work on two exciting new services which we plan to launch in 2024. 

We also maintained our high-quality standards for our information and support by retaining the PIF TICK quality mark for health and care information and we gained our Investors in Volunteering accreditation. 

Through the generosity of others, we can look to 2024 with plans to further expand our range of online support meetings, launch new educational support for nurses and increase support for people as they prepare for lymphoma treatment. Key to all of our work is understanding the lived experience of lymphoma and the needs of our community. 

We are excited to be able to do more of what we were set up to achieve, and, as always, are grateful for the continued support of our lymphoma community. 

As well as our supporters, I would like to thank our staff and volunteers for their hard work and dedication to helping others affected by lymphoma. 

## **Mark Harrison** 

## **Chair of the Board of Trustees Lymphoma Action** 

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## **Who we are and what we do** 

**Lymphoma Action was established in 1986 and is the only UK national charity dedicated to lymphoma – the fifth most common cancer in the UK. It provides high quality information, advice and support to people affected by lymphoma, and their family, friends and healthcare professionals.** 

## Our vision 

Everyone affected by lymphoma will receive the best possible support, treatment and care. 

## Our mission 

Through information, education, support and influence, we will make sure no one has to face lymphoma alone. 

## Our goals 


Ensure that people **understand lymphoma.** 

Enable people affected by lymphoma to feel **supported by others who understand what they are going through.** 

Empower people affected by lymphoma and their healthcare professionals to **communicate with confidence.** 

Be a voice for people affected by lymphoma to **influence the decisions that affect them.** 

Increase the impact of our work by **making best use of our resources.** 

## Our values 

**Focused** – we are dedicated to the needs of those affected by lymphoma 

**Empowering** – we build confidence to make change happen 

**Trusted** – we use our expertise to deliver quality services 

**Innovative** – we look to a better future for people affected by lymphoma 

**Collaborative** – we are inclusive and value our partnerships 

**4** 



**Our year in numbers** a 

## Information ~~|~~ 

## 26,883 

information books sent 

79,337 

_Lymphoma Matters_ magazines sent 

Support & volunteering fF nag 1,303 Helpline Service interactions 

## 4,187 

members in closed Facebook support group 

1,800,000 health information page views 

22,000 Lymphoma TrialsLink page views 

256 active volunteers 

267 

online support meetings 

## 130 

information blog posts published 

## 10,000 

views of our _Lymphoma Symptoms_ animation 

36 buddy links 

1,582 online meeting attendances 

**5** 



## Education & training a 

## 205 

## 6,179 433 

healthcare people attended **23** professionals _Live Your Life_ events attended **2** online educational events 

listens across our podcast series with **6** new episodes released 

297 people attended **6** live webinars 

Social media — : 6 56,979 362,296 total followers engagements 

1,410 posts 

Income = a £2,205,750 total income 

£518,994 challenge events 

£575,702 legacies 

**6** 



## **Our objectives and achievements** ~~a~~ 

**2023 provided us with opportunities to increase our reach and impact, through the expansion of our digital services and the reintroduction of some face-to-face activities. Here we summarise our progress against our five main goals.** 

## **1. Ensure that people understand lymphoma.** 

## Objective 

## Objective 

**Provide trusted information about lymphoma, at the right time and in the right way, to meet the individual needs of people affected by lymphoma.** 

**Disseminate our information to more people and more diverse communities to increase our reach.** 

## Key achievements 

## Key achievements 

   - Produced a new _Lymphoma Symptoms_ animation which has received over 10,000 views. 

- Produced three editions of _Lymphoma Matters_ magazine. 79,000 copies sent electronically and, in the post, free of charge. 

   - Translated three animations and instructions on how to access our Helpline Service via _Language Line_ into Punjabi, Polish and Romanian. 

- Reviewed and printed five information books, with 26,883 information books distributed. 

   - Maintained our PIF TICK accreditation following an annual re-assessment, demonstrating our provision of trusted health and care information. 

- Published 130 blog posts on internal and external health and cancer related issues. 

- Revised 29 medical information web pages, with our health information pages receiving 1.8 million views overall. 

   - Our _What is Lymphoma?_ animation was a finalist at the Smiley Charity Film Awards. 

- Shared 24 personal stories on our website. 

## Objective 

- Produced ten information videos with 4,900 views. 

**Make our information accessible and give people choice as to how they receive it so they can make informed decisions about their health and care.** 

- _**We both read your magazine from cover to cover; it’s so good – well written, informative and**_ 

## Key achievements 

- Improved the accessibility of our website following an accessibility audit. 

_**helps to make everything less**_ 

- Engaged with our wider community, including our Insights Panel and medical colleagues to gain insights and feedback on our information provision. 

- & 

_**scary.**_ 

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## **2. Enable people affected by lymphoma to feel supported by others who understand what they are going through** 

## Objective 

## **Ensure that everything we do is informed by the needs and experiences of those we are here to support.** 

## Key achievements 

- Worked with our Insights Panel to better understand specific needs at specific points of the lymphoma experience. 

- Supported access to better treatment and care through patient involvement in Health Technology Assessment submissions, the National NHL Audit, research requests and treatment trials. 

## Objective 

## **Provide a range of face-to-face and digital services so that people feel connected and supported.** 

## Key achievements 

- Introduced a Call Back Helpline Service and supported 1,303 interactions via phone, email and Live Chat. 

- Delivered six live webinars attended by 297 people. 

## Objective 

## **Develop and expand our peer-led services.** 

## Key achievements 

      - Launched a new suite of online support meetings, delivering 256 meetings with 1,336 attendances. 

      - 249 people supported by our _Live your Life_ programme through online and inperson workshops, and our mini course. 

      - 246 people attended our 11 Special Focus (topic specific) online meetings held in response to what people told us they were concerned about. 

      - 842 people joined our closed Facebook support group (taking the total group membership to 4,187) to connect with others for support. 

      - Made 36 successful Buddy links and welcomed 19 new Buddies to the service. 

      - Used our 2022 research and review of Prehabilitation to start planning a new ‘Preparing for Treatment’ service, launching in 2024 

- Produced six new podcasts, with 6,179 ‘listens’ across our _Lymphoma Voices_ podcast series. 

   - _**The Special Focus Meeting was really good. I’ve been struggling with fatigue and felt quite isolated, but hearing stories from others made such a difference.**_ 

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## **3. Empower people affected by lymphoma and their healthcare professionals (HCPs) to communicate with confidence.** 

## Objective 

**Provide education and resources to equip more healthcare professionals to deliver the best care to those affected by lymphoma.** 

## Key achievements 

- 410 specialist registrars, oncologists and haematologists registered for our _Lymphoma Management Course_ to learn about the latest lymphoma developments. 

- 23 Clinical Nurse Specialists attended our _Insights, Information and Networking_ event to help inform the development of a new educational resource for nurses to be launched in 2024. 

- Awarded the Gold standard in the Patient Partnership Index for our collaboration with Kyowa Kirin on a cutaneous T-cell lymphoma (skin lymphoma) treatment centre map. This provides details of specialists in skin lymphoma to GPs and patients. 

_**Lymphoma Management provided a great summary of current treatment approaches from experts in the field.**_ 

## Objective 

**Engage with more healthcare professionals, so that they understand how we support and connect people and feel confident promoting our services.** 

## Key achievements 

- Provided specialist information and communications to HCPs and met with 148 CNS (Clinical Nurse Specialist) teams across the UK to raise awareness of our services and information resources. 

- Regularly met with our expert Medical Advisory Panel to discuss developments that can improve the treatment and care of people affected by lymphoma. 

## Objective 

**Empower people to access the treatment, support and care of their choice.** 

## Key achievements 

- Listed a total of 62 open trials on our TrialsLink database, with 35 new trials added in 2023 so that people affected by lymphoma could search for clinical trials. 

_**Lymphoma Management is a brilliant course, evidence based with expert speakers who can also present their material well.**_ 

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## **4. Be a voice for people affected by lymphoma to influence the decisions that affect them.** 

## Objective 

**Collaborate with our partners to share and amplify the voice of people affected by lymphoma and bring about change in policy.** 

## Objective 

**Improve health outcomes by supporting developments in the prompt diagnosis, treatment and care of lymphoma** . 

## Key achievements 

- Launched a petition as part of _One Cancer Voice_ , which received 76,559 signatures, calling for the UK Government to tackle the challenges in cancer care. 

- Responded to the Government’s Call for Evidence to inform a Major Conditions Strategy as part of the Blood Cancer Alliance (BCA) and Cancer52. 

- Represented people affected by lymphoma at the Lymphoma Coalition Global Summit, at industry partner meetings and at patient and charity forums. 

   - _**I know how much the Charity does and the support you give. So, it really is amazing what we can all do when we come together.**_ 

## Key achievements 

- Responded to nine Health Technology Assessments (HTAs) with the National Institute for Health and Care Excellence (NICE), and five with the Scottish Medicines Consortium (SMC). 

- Supported the NHS ‘Be Body Aware’ Campaign, with one of our supporters sharing their story with the national media and raising awareness about the symptoms of lymphoma. 

- Supported NHS developments that would improve outcomes in treatment and care including contributing to the lymphoma ‘tumour site review’ and supporting the National Non-Hodgkin Lymphoma Audit Clinical Reference Group. 

- Supported five research programmes and patient input into independent research requests, including supporting a COVID research programme. 

## Objective 

**Develop communications and campaigns to raise awareness of lymphoma.** 

## Key achievements 

- Launched the _Let’s talk lymphoma_ campaign for Blood Cancer Awareness Month (BCAM) in September, to raise awareness of lymphoma and its symptoms. 

- Achieved 544 press mentions, including articles featured in eight magazine titles. 

- Developed a comprehensive social media strategy, with social media engagements for the year totalling 362,296. 

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## **5. Increase the impact of our work by making best use of our** 

## **resources.** 

## Objective 

**Invest and develop in a responsive way, focussing resources effectively to meet the changing needs of the Charity and the people we support.** 

## Objective 

**Grow and engage the Lymphoma Action community, underpinned by effective People and Volunteering strategies.** 

## Key achievements 

## Key achievements 

- Developed and started to implement our strategic plan to spend designated reserves through a series of new activities, improvements to services and the development of new services. 

- Improved our infrastructure, ICT and cyber security, moving to a new ICT provider. 

## Objective 

**Build an adaptive organisation through responsible fundraising and robust planning and innovation.** 

## Key achievements 

- Continued to strengthen our governance and appointed two new members to our Board of Trustees with expertise in healthcare and fundraising. 

- We built on our digital and data strategy to better understand the needs of our community and look at how digital development can improve our services. 

   - Awarded the Investing in Volunteers (IiV) accreditation, the UK quality standard for good practice in volunteer management for our work with 256 volunteers who provided a total of 4,234 volunteering hours and took part in 942 activities supporting our work. 

   - Awarded 23 volunteers for their length of service, and seven for their outstanding contribution at our annual _Volunteer Recognition Awards_ ceremony. 

   - Supported our staff with improved working practises, development and capacity building. 

   - Updated and implemented our Diversity & Inclusion Framework to improve our inclusion practises across the organisation. 

- Raised £2,205,750 through a diverse set of fundraising streams. 

- Established a Data Insights working group to understand what our analytical tools can tell us about improving services, access and fundraising. 

_**We have all thoroughly enjoyed raising money for this amazing charity and you have been a great help along the way. Thank you for your support.**_ 

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## **Thank you to our fundraisers** 

**We are hugely grateful to everyone who donated to us in 2023, as well as our wonderful fundraisers who took on a whole host of activities and challenges to raise vital funds.** 

Nearly 500 people, including 75 healthcare professionals, signed up to _Let’s talk lymphoma,_ our Blood Cancer Awareness Month campaign to raise vital funds and awareness of the symptoms of lymphoma. They raised more than **£90,000** – far more than ever before – and on social media alone, our messages about lymphoma symptoms reached over 65,000 people. 

We raised over **£518,994** thanks to people all over the country who walked, ran, swam, cycled 

and pushed themselves to the limits. Our Bridges of London event was the biggest we’ve seen, 

raising more than **£64,000** (including Gift Aid) and attracting 370 walkers. Our amazing London Marathon runners raised **£160,147** – all of them reaching the finish line and many of them joining us at our post-marathon reception to celebrate together. 

So many wonderful supporters chose to give donations in 2023, including many donating in memory of a loved one, 

or in response to our appeals. These individual donations, along with the regular gifts we receive from many supporters, raised a wonderful **£397,593** . 

We are so grateful to the supporters who kindly nominated us as their charity of the year, introduced us to their employer or linked us to their sports or social club. They are amazing champions and helped us raise awareness as well as vital funds. Our corporate partners supported our work and projects, contributing **£239,384** . Our amazing fundraising supporters were out in the community, raising funds themselves, with friends and family or with sports and social clubs. Together, they raised **£171,937** . 

Gifts in Wills were an important source of income for the Charity, with **£575,702** received from people who chose to leave a lasting legacy – ensuring that vital information and support remains available to everyone affected by lymphoma. 

**Thank you so much to everyone who chose to support Lymphoma Action in 2023. With your support, we have been able to maintain high-quality information and support, as well as developing and enhancing our services to make sure no one has to face lymphoma alone.** 

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## **Reflections and lessons learnt** 

In a year that was transformative for us as a charity, there were many developments that impacted on our staff and the people we support. Staff were excited and engaged with new projects and activities, and capacity for that work was supported by a number of new posts. However, the pace of change put pressure on our teams. 

There is always a reactive element to our work with wider elements outside of our control. Whether this was less appetite for in-person events than expected, the cost-of-living crisis impacting on certain income lines, or problems with third party suppliers or tools, we have to continue to be responsive and adaptable and sometimes pivot our activities. 

Our strategies are constantly evolving but rooted in understanding what we are here to do and making our services as accessible and focused on what people need as possible. The key to doing all this well is to be a learning organisation that keeps abreast of developments that could support us. 

Just one example of this in 2023 was how best to use Artificial Intelligence (AI) within our organisation. We want to make sure that any AI related work is carried out in a planned, transparent way and in line with our values. We need to scope where its benefits outweigh its risks and with some clear parameters for staff. We will continue this approach in order to slowly build staff confidence and trust and collectively engage in a conversation with our supporters around any possible use of AI. 


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## **Our plans for the future** 

Our strategy is rooted in a core set of goals developed in consultation with people affected by lymphoma, healthcare professionals, staff and volunteers. Reviewed in 2022, our 2023 – 2025 strategy not only takes into account changes brought about by the pandemic, but also reflects the development made possible by a generous legacy which has been designated for new activities and services. 

## **Our strategic aims** 

## **1. Ensure that people understand lymphoma.** 

- Provide trusted information about lymphoma, at the right time and in the right way, to meet the individual needs of people affected by lymphoma. 

- Disseminate our information to more people and more diverse communities to increase our reach. 

- Make our information accessible and give people choice as to how they receive it so they can make informed decisions about their health and care. 

**2. Enable people affected by lymphoma to feel supported by others who understand what they are going through.** 

- Ensure that everything we do is informed by the needs and experiences of those that we are here to support. 

- Provide a range of face-to-face and digital services so that people feel connected and supported. 

- Develop and expand our peer-led services. 

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## **3. Empower people affected by lymphoma and their healthcare professionals to communicate with confidence.** 

- Engage with more healthcare professionals, so that they understand how we support and connect people, and so feel confident promoting our services. 

- Provide education and resources to equip more healthcare professionals to deliver the best care to those affected by lymphoma. 

- Empower people to access the treatment, support and care of their choice. 

## **4. Be a voice for people affected by lymphoma to influence the decisions that affect them.** 

- Collaborate with our partners to share and amplify the voice of people affected by lymphoma and bring about change in policy. 

- Improve health outcomes by supporting developments in the prompt diagnosis, treatment and care of lymphoma. 

- Develop communications and campaigns to raise awareness of lymphoma. 

**5. Increase the impact of our work by making best use of our resources.** 

- Invest and develop in a responsive way, focussing resources effectively to meet the changing needs of the Charity and the people we support. 

- Build an adaptive organisation through responsible fundraising, robust planning and innovation. 

- Grow and engage the Lymphoma Action community, underpinned by effective people and volunteering strategies. 

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## **Governance, structure and management** 

## Constitution 

Lymphoma Action is incorporated as a charitable company limited by guarantee and is a registered charity in England, Wales and Scotland. It is governed by its Memorandum and Articles of Association, and the work, management, finances and strategy of the Charity are overseen by a Board of Trustees, who are also the Company Directors. The Trustees who held office during the financial year 2023 and at the date of the report are set out on page 46. 

A minimum of four Trustees and a maximum of 11 Trustees in office at any one time are required by the Articles of Association. At every Annual General Meeting (AGM) four Trustees retire by rotation but are eligible for re-election. There is no restriction on the term of tenure as a Trustee. Trustees do not receive remuneration for their duties. 

## Purpose 

The Charity’s purposes are set out in its Memorandum of Association: 

- The relief of suffering of persons affected by lymphoma and other blood cancers by providing information, psychological support and treatment. 

- The promotion, funding and publication of research into lymphomas and other blood cancers, including the causes, the treatments and treatment outcomes. 

- Activities to raise the awareness of lymphoma and other blood cancers, to encourage the allocation of resources to their treatment and research and to allow more people to access Lymphoma Action’s services. 

## Public benefit 

We **inform** people by providing the information and literature they need to understand the complexities of their type of cancer and the different treatment options. 

We **support** anyone affected through a range of support services, including our confidential phone and LiveChat support line, peer support and education events. 

We **connect** people to the best resources available and to others who understand what they are going through, including through our Buddy Service and support meetings. 

A diagnosis of lymphoma changes lives, whether a person is diagnosed themselves or caring for a loved one. We are often the first point of contact and continue to be there for people throughout their experience of lymphoma. Despite being the fifth most common cancer, many people know 

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little about lymphoma. Therefore, as well as providing information and support services, we represent the interests and voice of people affected by lymphoma in areas of policy and raise awareness of lymphoma as a blood cancer. 

The Trustees review the aims, objectives and activities of the Charity each year. This report looks at what the Charity has achieved and the outcomes of its work in the reporting period. The Trustees report the success of each key activity and the benefits the Charity has brought to those groups of people that it is set up to help. The review also helps the Trustees ensure the Charity's aims, objectives and activities remained focused on its stated purposes. 

The Trustees have referred to the guidance contained in the Charity Commission's general guidance on public benefit when reviewing the Charity's aims and objectives and in planning its future activities. In particular, the Trustees consider how planned activities will contribute to the aims and objectives that have been set. 

## Board and management operations and structure 

## **Board of Trustees** 

The Board of Trustees meets four times a year to review the organisation’s work, finances and services, and to agree the strategic goals for the Charity. The Chief Executive and Senior Management Team attend all meetings. The Board also reviews its own operation, effectiveness and governance on an annual basis and every year there is a Trustee/Senior Management Team Away Day. We have one trustee who has been with the charity for over nine years. As the majority of our Board have joined in the last few years, it is considered beneficial to retain longer-serving trustees to help maintain continuity and institutional knowledge of Lymphoma Action. 

The Charity also has a Finance and Risk sub-Committee to the Board. The Committee comprising three Trustees, including the Treasurer, has specific responsibility for overseeing and reviewing the organisation’s financial operation and risk management. It usually meets four times a year, with the Chief Executive, the Director of Finance and the Director of Fundraising and Communications in attendance. 

In addition, a Remuneration Committee, comprising three Trustees, including the Chair of the Board, the Treasurer and one other Trustee (preferably with HR expertise), meets once a year to make recommendations on setting pay awards, salary levels and to review the Chief Executive’s salary. 

## **Recruitment and appointment of new Trustees** 

A review of the recruitment needs of the Board of Trustees is conducted under the leadership of the Chair, including a skills audit of the current knowledge, experience, skills and abilities and how they will be affected by any Trustee departures in the future. We advertise any Trustee vacancies nationally and via relevant professional and organisational networks, depending upon the expertise and specialisms required. 

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Applicants are shortlisted against the criteria in the person specification for the role of Trustee, including any specific qualities highlighted during the above audit. Shortlisted applicants are invited for interview by at least two Trustees, one of whom will be the Chair. Shortlisted applicants are only appointed where they have the necessary skills and qualities to contribute effectively to the Charity’s management and development. 

The Charity aims to have the following represented on the Board of Trustees in terms of personal knowledge or experience: lymphoma (directly or indirectly); medical or clinical practice; financial management or investment (with preferably a recognised accountancy or auditing qualification); governance and risk management; fundraising; strategic planning, human resources; public relations; media and communications; lobbying and campaigning; sales or marketing; NHS and/or cancer policy; change management; digital/information technology; monitoring and evaluating performance. 

All new Trustees receive a comprehensive induction, which includes detailed information about the Charity, including its Memorandum and Articles, accounts, financial reports and minutes of previous Trustees’ meetings. In addition, Trustees attend an induction process, where they are briefed by the Chief Executive and key staff members on all aspects of the Charity’s operations, staffing and organisational management. 

Under the Charity’s Diversity and Inclusion Framework the Board of Trustees is committed to ensuring that the Charity’s leadership better reflects the communities that we are here to serve. This manifests itself in a commitment to principles of equality, diversity and inclusion on the Board and an ongoing review of the Trustee recruitment process so that there is diversity of thought and experience reflected on the Charity’s Board. New Trustees are provided with a ‘Guide to Lymphoma Action’ which acts as a Trustee manual and gives them an overview of the Charity and their governance responsibilities. This was updated in 2023 and includes a greater emphasis on their duties to foster Equality, Diversity and Inclusion at Lymphoma Action. 

## **Management and organisation** 

Day-to-day operation of the Charity, and strategy implementation, is delegated by the Board to the Chief Executive, with the support of the Senior Management Team. 

The Senior Management Team is comprised of: 

Chief Executive, Ropinder Gill 

Director of Services, Dallas Pounds 

Director of Finance, Jim Howson 

Director of Fundraising and Communications, Deborah Laing 

## **Related parties** 

The only related parties are considered to be the Trustees and those connected with the Trustees including their close family, business and other charity interests. There have been no transactions 

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with related parties, other than the reimbursement of any reasonable expenses for the purposes of attendance at Board meetings and other relevant organisational activities. 

## Remuneration policy 

The Board of Trustees formally reviewed and re-approved the Charity’s Remuneration Policy following a meeting on the 13 March 2023. The policy can be summarised as follows: 

Lymphoma Action is committed to ensuring that we pay our staff fairly and in a way that ensures we attract and retain the right skills to have the greatest impact in delivering our charitable objectives. We also recognise that pay is part of a wider employment offer to staff, which includes, amongst others, satisfaction of working for a charity, personal development, good working practices and a range of other benefits. 

To ensure we pay a fair salary that is competitive within the charitable sector, we monitor sector pay levels using a benchmarked market pay system. We also ensure that pay is proportionate to the complexity of each role, in line with our organisational objectives and without discrimination on grounds of protected characteristics as set out in the Equality Act 2010. 

As set out in detail in the full policy, Lymphoma Action aims to provide remuneration which: 

- Rewards staff with pay in line with the market rate for the charitable sector for the contribution they make. 

- Is affordable and appropriate to the income, size and nature of Lymphoma Action as a charity. 

- Takes account of the skills, knowledge and experience required of staff. 

- Reflects the values of Lymphoma Action and its general needs and reputation. 

- Considers the current strategic plans and business needs and/or future needs. 

- Upholds a maximum remuneration ratio of 3:1 between its highest paid member of staff and the median salary level. 

- Is fair and transparent. 

- Always meets our statutory obligations on national minimum pay rates. 

A review of salaries normally takes place annually in March/April to take effect from the January before and, if changes are to be made, staff are advised in writing of the amount and the date from which it takes effect. 

A salary review does not imply an increase and in making any pay award the review will be based on the organisation’s financial health. The remuneration policy is reviewed annually and a Remuneration Committee oversees its application, providing advice to the full Board. 

The Board of Trustees is committed to including the following information within its annual statutory accounts: 

- A summary statement of the organisation’s remuneration policy and approach to senior executive pay. 

- Disclosure of the number of staff in receipt of more than £60,000 per annum (in bands of £10,000), and the collective total benefits (including pension payments) paid to ‘key management personnel’ (which we have defined as the Senior Management Team), in line with 

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the accounting Statement of Recommended Practice 2015 for charities. Given the organisation’s size, the Board of Trustees does not believe it is appropriate to disclose the actual/personal salary of any individual member of staff, including senior executives, to the public. • Disclosure of pensions and other staff benefits. 

## **Overall risk appetite statement** 

## Risk assessment and management 

The Board of Trustees, supplemented by the Finance and Risk Committee, is responsible for setting and monitoring risk appetite, balancing our need to be sustainable with our desire to meet our strategic objectives. We understand that taking risks, when well assessed and managed, is healthy - often leading to innovation, improvement and growth and that, when taking risks, we must do so in an open and transparent way. 

Lymphoma Action operates a dynamic approach to risk assessment with each of the seven Board level risks ‘owned’ by a senior manager and actively managed. The risk matrix, showing all the risks relative to each other, was overhauled in April 2023 and is regularly reviewed by the Finance and Risk Committee so that the Board is satisfied that major risks have been accurately identified and that measures for managing those risks are in place. The approach to, and appetite for risk, is summarised in the risk appetite statements relating to each of the Board level risks. 

## Summary of top-level risks and their measures and controls 

|**Top-level risks**|**Measures and controls**|
|---|---|
|**Charitable activities**<br>Unexpected external events, inadequate<br>services strategy or failure to effectively<br>digitise services.|•<br>Long-term strategy in place with effective<br>business planning/strategy processes and cycles.<br>•<br>Quality standards and KPIs in place.<br>•<br>Effective monitoring of external environment, other<br>service providers and horizon scanning.<br>•<br>Key stakeholder groups and feedback/complaint<br>mechanisms in place.|
|**Income and financial sustainability**<br>Significant drop in fundraised income,<br>failure to meet income and expenditure<br>targets, insufficient reserves or long-<br>term financial planning, and weak<br>financial controls.|•<br>Diversified income streams and income generating<br>strategies, mapping risks and assumptions.<br>•<br>Robust reserves policy in place.<br>•<br>Internal and external monitoring mechanisms such<br>as market trends, management accounts.<br>•<br>Robust budget setting process with Finance and<br>Risk Committee in place.<br>•<br>Effective policies and financial controls in place.|
|**People, leadership and culture**|•<br>Competitive pay and benefits for staff.<br>•<br>Staff and volunteer surveys.|



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|Failure to recruit or retain staff, poor<br>culture, leadership or change<br>management. Lack of diversity and<br>inclusion.|•<br>Robust policies and procedures.<br>•<br>Remuneration Committee in place.<br>•<br>People strategy in place and a Diversity and<br>Inclusion Framework.<br>•<br>Internal communications processes in place.|
|---|---|
|**Reputation**<br>Reputational risk due to negative<br>publicity, safeguarding failures or lack of<br>transparency, accountability or<br>professionalism.|•<br>Robust policies and procedures in place.<br>•<br>Effective processes for risk management with<br>monitoring of feedback, complaints, incidents.<br>•<br>Mechanisms to detect, investigate and<br>report/respond.<br>•<br>Expert and lay panels in place.<br>•<br>Public and professional liability insurance in place.<br>•<br>Member of the Fundraising Regulator.<br>•<br>Publication of detailed annual accounts and key<br>documents/policies on website.|
|**Systems and facilities**<br>Infrastructure which is inadequate,<br>antiquated or prone to failure.<br>Destruction or loss of property, systems<br>or facilities.|•<br>ICT and Digital Strategy in place with external ICT<br>support.<br>•<br>Office/lease management and maintenance plan.<br>•<br>Emergency response policy and procedures in<br>place.<br>•<br>Key ICT systems and infrastructure in place.|
|**Data and Information Security**<br>External or internal cyber security<br>incidents or data breaches.|•<br>Data protection officer and data protection policy in<br>place with robust procedures and documents<br>•<br>ICT security policies with Cyber Essentials security<br>certificate and cyber security insurance in place.<br>•<br>Training for staff and volunteers.|
|**Governance**<br>Inadequate reporting, failure to comply<br>with legislation or regulation and<br>inadequate Board structure or<br>membership.|•<br>Board of Trustees with varied skills and<br>experience, with effective induction processes in<br>place for new Trustees.<br>•<br>Effective sub-committees in place including<br>Remuneration Committee and the Finance and Risk<br>Committee.<br>•<br>Policies and procedures including emergency<br>response and Board Conflicts of Interest policy.<br>•<br>Annual financial audit.<br>•<br>Adherence to Charity Commission guidance with<br>compliant reporting mechanisms.<br>•<br>Appropriate insurance cover and measures.<br>•<br>Regular cycle of Board and governance meetings.|



**21** 



Our approach to fundraising 

We are registered with the Fundraising Regulator and ensure that our supporter communications and fundraising practices meet the requirements of the Codes of Practice. Our fundraising promise outlines our commitment to high standards. 

- All fundraising activity complies with the Data Protection Act 2018 including the UK General Data Protection Regulation (GDPR). 

- Promotional goods sent out for fundraising purposes and use of our logo on external fundraising materials is subject to approval. Official stationery such as our letterhead is never sent out for external use. 

- The Board of Trustees has a member with senior fundraising expertise who provides additional assistance, advice and reassurance on our fundraising delivery. 

- We hold a full gambling licence issued by the Gambling Commission (Operating Licence Number: 000-052725-N-329568-001) and adhere to its rules and regulations, including membership to a third-party consumer dispute agency, ADRg Consumer Dispute Scheme which ensures Lymphoma Action is compliant with The Alternative Dispute Resolution for Consumer Disputes Regulations 2015. 

- We have an _Ethical Policy on the Acceptance and Refusal of Donations_ which states that we will do our utmost to solicit and accept funds with the presumption that supporters give donations in good faith and that refusal must be only on the strongest grounds. The policy sets out the clear parameters in which donations can and should be refused. 

- We have a policy for working with healthcare and pharmaceutical companies which states that no more than 20% of our income can come from these companies and there is a cap per company (currently £80k ). Acceptance of donations does not mean that we endorse their products and under no circumstances can these companies influence our strategic direction and activities. 

- In 2023 we handled one formal complaint that was resolved in line with our policy, with Trustees updated on a quarterly basis. As per our policy, fundraising complaints will be referred to the Fundraising Regulator if a resolution cannot be reached. 

- We do _not_ conduct any telephone, face-to-face or door-to-door fundraising. 

- We do _not_ use third party agencies to make fundraising asks, although we do use them for fulfilment purposes, such as processing direct debits. In such situations, legal agreements are in place. In no other circumstance do we swap or share data and we _never_ sell data. 

- In 2023, we received the following sums from pharmaceutical companies: AbbVie £11,080; BeiGene £24,000; Bristol Myers Squibb £10,000; Gilead £50,698; Incyte Biosciences UK Ltd £11,583; Kyowa Kirin £10,000; Recordati £5,000, Roche £15,000; Serb £10,000, Sobi £15,000 and Takeda £15,000. These funds supported the continued delivery of our patient and HCP education and training programmes, publications, helpline, support groups, and digital information as well as the introduction of our new 2024 ‘Preparing for Treatment’ programme. We also received small sums for participating in certain meetings and committees. 

**22** 



## **Financial review** 

## Financial overview and review 

In 2023 our income was £2,205,750, up by 6% or £125,858 on 2022. The increase in income reflects a continued appetite for fundraising and community events as well the steadfast support from our community which meant that we performed well on the majority of our income lines. 

A number of factors contributed to our strong financial performance: success on campaigns such as The Big Give and Blood Cancer Awareness month; responsive communications; better than expected legacy income, our largest number of London Marathon participants and improved Gift Aid claiming processes amongst many others. 

There were challenges - we struggled to raise trust income and started to see a fall in some types of donations and regular gifts. Across the backdrop of a continuing cost-of-living crisis, our income performance was a testament to the amazing generosity of our supporters, the hard work of our fundraising and communications teams, and the quality of our services. 

Expenditure increased by 17% on 2022 figures, rising to £2,122,130. This was up £309,245 from the prior year’s £1,812,885 and predominantly related to planned investment from our increased reserves. We developed a number of projects for which we had earmarked a large legacy we had previously received. This included launching new online support meetings, a new awareness raising campaign, a new animation, improving our healthcare professional liaison, increasing our language translation and improving the accessibility of our website, our brand and our services. 

This legacy also funded additional staff posts to increase capacity in our helpline services, for our buddy provision and in our social media team. It supported the development of two new services launching in 2024 - a ‘Preparing for treatment’ service and a new educational resource for nurses. The projects incurred a range of direct and staffing costs across a number of functions, but all with a focus on improving the lives of people affected by lymphoma. 

In addition, whilst there were inflationary increases in costs like print and postage, greater costs were incurred in the development of our ICT infrastructure and for HR costs including the pay award to staff. Despite the planned for increased expenditure, our better-than-expected income performance meant that we ended the year with a small surplus of £83,620. 

At 31 December 2023 the net assets of the Charity were £3,560,128 (2022: £3,476,501), comprising £2,492,121 in uncommitted unrestricted funds (2021: £2,125,013) and £1,043,007 in designated unrestricted funds (2021: £1,336,264). We had an excess of income over expenditure of £83,620 allowing us to face the immediate future with a certain degree of confidence. 

**23** 



## Our reserves policy 

In 2023 we reviewed our Reserves Policy, in line with best practice guidance. Our policy identifies three elements of reserve: 

- Known liabilities and contingencies such as wind-down costs based on the costs of closing down the Charity. 

- Provision to absorb setback, predominantly related to income-based risk. 

- A strategic investment reserve, subject to funds being available which can be designated for development or to take advantage of emerging opportunities. 

The reserves (and the reserves policy) are reviewed annually in time for the new financial year and are calculable at any point of the year if required. Lymphoma Action expresses the reserves amount in ‘months expenditure’ for the purposes of external communications and will consider and recalculate the reserves level should they fall below our minimum requirements (reference points 1 and 2 above). 

At 31 December 2023 we held £3,560,128 in reserves (2022: £3,476,501) of which £25,000 was restricted, £1,043,007 was designated for projects and activities, leaving £2,492,121 in free reserves which represents 14 months of unrestricted annual expenditure. 

Given the particular challenges of lymphoma (which include a greater vulnerability of lymphoma patients to COVID), the Trustees consider a minimum of 12 months to be a reasonable reserves level to ensure patients are adequately supported in the event of closure. We intend to designate a further £100k annually from our free reserves, subject to approval from the Trustee Board, to bring our free reserves closer to our target. 

Our designated reserves reflect the Board of Trustees’ commitment to spend a particularly generous legacy strategically and carefully to develop services and activities. This way the Charity will be able to maintain the projects and increased costs beyond the duration of the designated spend which is tapered until 2026. 

The legacy has enabled the Charity to increase headcount and invest in key projects it would not otherwise have been able to support, as set out on page 23. These developments include two exciting new services launching in 2024 and additional investment in communications, in services, in our website and in our fundraising and communications team to respond to the increased engagement with our community. 

Our two new services will complement our existing services (which are funded entirely through the support of our community) and will include a modular learning programme for nurses new to lymphoma, who we know are crucial to better patient experience and outcomes. We also know that many of the circa 20,000 people diagnosed with lymphoma and CLL every year will have a small window of time between diagnosis and treatment in which to prepare. Our second new service has been developed to provide vital support during this time. 

**24** 



Whilst the Board of Trustees has prioritised the legacy spend, recognising the challenge of increased reserves and the fact that donations are given for the benefit of people affected by lymphoma, they are mindful that lymphoma can be a devastating diagnosis and some people need long-term support due to the nature of this cancer. We therefore aim, in everything we do, to balance the desire to invest sustainably in our services, with the need to protect and maintain the vital information and support we provide. 

## Statement of Trustees’ responsibilities 

The format and content of the report and financial statements comply with the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities (SORP 2019) issued October 2019, applicable accounting standards, the Charities Act 2011 and the Companies Act 2006. 

Company law requires the Trustees, as Directors of the Charitable Company, to prepare financial statements for each financial period which give a true and fair view of the state of the affairs of the Charitable Company as at the balance sheet date and of its incoming resources and application of resources, including income and expenditure, for the financial period. In preparing those financial statements, the Trustees follow best practice and: 

- Select suitable accounting policies and then apply them consistently. 

- Observe the methods and principles of the charity SORP. 

- Make judgements and estimates that are reasonable and prudent. 

- State whether applicable UK accounting standards and statements of recommended practice have been followed, subject to any material departures disclosed and explained in the financial statements. 

- Prepare the financial statements on the going concern basis unless it is inappropriate to assume that the company will continue on that basis. 

The Trustees are responsible for maintaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the Charitable Company and to enable them to ensure that the financial statements comply with the Charities Act 2011 and the Companies Act 2006. 

The Trustees are also responsible for safeguarding the assets of the Charitable Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. 

## _**Disclosure of information to the Auditor**_ 

In accordance with company law, as the Company’s Trustees, we certify that: 

- So far as we are aware, there is no relevant audit information of which the Company’s Auditor is unaware. 

**25** 



- So far as we are aware, we have taken all the steps that we ought to have taken in order to make ourselves aware of any relevant audit information and to establish that the Auditor is aware of that information. 

## _**Auditor**_ 

The Auditor, Sayer Vincent LLP, have signified their willingness to continue in office. A resolution to re-appoint them as Auditor will be proposed at the forthcoming annual general meeting. 

Financial statements are published on Lymphoma Action's website in accordance with legislation in the United Kingdom governing the preparation and dissemination of financial statements, which may vary from legislation in other jurisdictions. 

The maintenance and integrity of Lymphoma Action's website is the responsibility of the Trustees. The Trustees' responsibility also extends to the ongoing integrity of the financial statements contained therein. 

The Trustees have prepared this report in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small entities. 

Signed by Mark Harrison, Chair, on behalf of the Trustees of Lymphoma Action 

**Mark Harrison Date** 7 May 2024 **Chair** 

**26** 



Independent Auditor’s report to the members of Lymphoma Action 

## **Opinion** 

We have audited the financial statements of Lymphoma Action (the ‘Charitable Company’) for the year ended 31 December 2023 which comprise the statement of financial activities, balance sheet, statement of cash flows and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including FRS 102 _The Financial Reporting Standard applicable in the UK and Republic of Ireland_ (United Kingdom Generally Accepted Accounting Practice). 

In our opinion, the financial statements: 

- Give a true and fair view of the state of the Charitable Company’s affairs as at 31 December 2023 and of its incoming resources and application of resources, including its income and expenditure, for the year then ended. 

- Have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice. 

- Have been prepared in accordance with the requirements of the Companies Act 2006, the Charities and Trustee Investment (Scotland) Act 2005 and regulation 8 of the Charities Accounts (Scotland) Regulations 2006 (as amended). 

## **Basis for opinion** 

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the Charitable Company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion. 

## **Conclusions relating to going concern** 

In auditing the financial statements, we have concluded that the Trustees' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. 

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on Lymphoma Action’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. 

Our responsibilities and the responsibilities of the Trustees with respect to going concern are described in the relevant sections of this report. 

**27** 



## **Other Information** 

The other information comprises the information included in the Trustees’ Annual Report, other than the financial statements and our auditor’s report thereon. The Trustees are responsible for the other information contained within the Annual Report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon. Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit, or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact. 

We have nothing to report in this regard. 

## **Opinions on other matters prescribed by the Companies Act 2006** 

In our opinion, based on the work undertaken in the course of the audit: 

- The information given in the Trustees’ Annual Report for the financial year for which the financial statements are prepared is consistent with the financial statements; and 

- The Trustees’ Annual Report has been prepared in accordance with applicable legal requirements. 

## **Matters on which we are required to report by exception** 

In the light of the knowledge and understanding of the Charitable Company and its environment obtained in the course of the audit, we have not identified material misstatements in the Trustees’ Annual Report. 

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 and the Charities Accounts (Scotland) Regulations 2006 (as amended) require us to report to you if, in our opinion: 

- Adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or 

- The financial statements are not in agreement with the accounting records and returns; or 

- Certain disclosures of Trustees’ remuneration specified by law are not made; or 

- We have not received all the information and explanations we require for our audit; or 

- The Directors were not entitled to prepare the financial statements in accordance with the small companies regime and take advantage of the small companies’ exemptions in preparing the Trustees’ Annual Report and from the requirement to prepare a strategic report. 

**28** 



## **Responsibilities of Trustees** 

As explained more fully in the statement of Trustees’ responsibilities set out in the Trustees’ Annual Report, the Trustees (who are also the Directors of the Charitable Company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the Trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error. 

In preparing the financial statements, the Trustees are responsible for assessing the Charitable Company’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the Trustees either intend to liquidate the Charitable Company or to cease operations, or have no realistic alternative but to do so. 

## **Auditor’s responsibilities for the audit of the financial statements** 

We have been appointed as auditor under section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and under the Companies Act 2006 and report in accordance with regulations made under those Acts. 

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. 

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud are set out below. 

## **Capability of the audit in detecting irregularities** 

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following: 

- We enquired of management and the Finance and Risk Committee, which included obtaining and reviewing supporting documentation, concerning the Charity’s policies and procedures relating to: 

   - Identifying, evaluating, and complying with laws and regulations and whether they were aware of any instances of non-compliance. 

   - Detecting and responding to the risks of fraud and whether they have knowledge of any actual, suspected, or alleged fraud. 

   - The internal controls established to mitigate risks related to fraud or non-compliance with laws and regulations. 

- We inspected the minutes of meetings of those charged with governance. 

**29** 



- We obtained an understanding of the legal and regulatory framework that the Charity operates in, focusing on those laws and regulations that had a material effect on the financial statements or that had a fundamental effect on the operations of the Charity from our professional and sector experience. 

- We communicated applicable laws and regulations throughout the audit team and remained alert to any indications of non-compliance throughout the audit. 

- We reviewed any reports made to regulators. 

- We reviewed the financial statement disclosures and evaluated these against supporting documentation to assess compliance with applicable laws and regulations. 

- We performed analytical procedures to identify any unusual or unexpected relationships that may indicate risks of material misstatement due to fraud. 

- In addressing the risk of fraud through management override of controls, we tested the appropriateness of journal entries and other adjustments, assessed whether the judgements made in making accounting estimates are indicative of a potential bias and tested significant transactions that are unusual or those outside the normal course of business. 

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements or non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation. 

A further description of our responsibilities is available on the Financial Reporting Council’s website at: www.frc.org.uk/auditorsresponsibilities _._ This description forms part of our auditor’s report. 

## **Use of our report** 

This report is made solely to the Charitable Company's members as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006 and section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005. Our audit work has been undertaken so that we might state to the Charitable Company's members those matters we are required to state to them in an auditor’s report and for no other purpose. 

To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the Charitable Company and the Charitable Company's members as a body, for our audit work, for this report, or for the opinions we have formed. 

Jonathan Orchard (Senior statutory auditor) 20 May 2024 

for and on behalf of Sayer Vincent LLP, Statutory Auditor 110 Golden Lane, LONDON, EC1Y 0TG 

Sayer Vincent LLP is eligible to act as auditor in terms of section 1212 of the Companies Act 2006 

**30** 



## Lymphoma Action 

Statement of financial activities (incorporating an income and expenditure account) 

For the year ended 31 December 2023 

|For theyear ended 31 December 2023|For theyear ended 31 December 2023||||||
|---|---|---|---|---|---|---|
|Unrestricted<br>Note<br>£<br>Income from:<br>2<br>1,409,291<br>3<br>25,008<br>4<br>542,973<br>5<br>60,580<br>2,037,852<br>6<br>618,689<br>6<br>753,152<br>6<br>458,733<br>6<br>148,651<br>1,979,225<br>15,225<br>-<br>73,852<br>Reconciliation of funds:<br>3,461,276<br>3,535,128<br>Total funds carried forward<br>Net movement in funds<br>Total funds brought forward<br>Net gains / (losses) on investments<br>Investments<br>Total income<br>Expenditure on:<br>Transfers Between Funds<br>Other trading activities<br>73,852<br>Raising funds<br>Total expenditure<br>Net income / (expenditure) before net<br>gains / (losses) on investments<br>Charitable activities<br>Education and training<br>Publication production & distribution,<br>information and raising awareness<br>Support for people affected by<br>lymphoma<br>Donations and legacies<br>Charitable activities||Restricted<br>£<br>167,898<br>-<br>-<br>-|2023<br>Total<br>£<br>1,577,189<br>25,008<br>542,973<br>60,580|Unrestricted<br>£<br>1,259,550<br>28,035<br>555,527<br>8,780|Restricted<br>£<br>228,000<br>-<br>-<br>-|2022<br>Total<br>£<br>1,487,550<br>28,035<br>555,527<br>8,780|
||2,037,852|167,898|2,205,750|1,851,892|228,000|2,079,892|
||618,689<br>753,152<br>458,733<br>148,651|-<br>23,000<br>65,898<br>54,000|618,689<br>776,152<br>524,631<br>202,651|568,510<br>486,529<br>408,493<br>121,353|-<br>99,700<br>111,300<br>17,000|568,510<br>586,229<br>519,793<br>138,353|
||1,979,225|142,898|2,122,123|1,584,885|228,000|1,812,885|
||15,225<br>-<br>73,852|(15,225)<br>-<br>9,775|-<br>83,627|-<br>267,007|-<br>-|-<br>267,007|
||73,852<br>3,461,276|9,775<br>15,225|83,627<br>3,476,501|267,007<br>3,194,269|-<br>15,225|267,007<br>3,209,494|
||3,535,128|25,000|3,560,128|3,461,276|15,225|3,476,501|



All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 19 to the financial statements. 

31 



Lymphoma Action 

## Balance sheet 

|Balance sheet|||||
|---|---|---|---|---|
|As at 31 December 2023|||Company no. 03518755||
|Note<br>Fixed assets:<br>12<br>13<br>Current assets:<br>13<br>14<br>Liabilities:<br>15<br>17<br>18<br>Stock<br>Debtors<br>Unrestricted income funds:<br>Designated funds<br>Net assets<br>General funds<br>The funds of the charity:<br>Creditors: amounts falling due within one year<br>Net current assets<br>Restricted income funds<br>Investments<br>Cash at bank and in hand<br>Tangible assets<br>Total unrestricted funds<br>Total charity funds|£<br>10,505<br>129,392<br>3,547,360|2023<br>£<br>28,089<br>-|£<br>6,704<br>153,552<br>3,427,610|2022<br>£<br>25,667<br>-|
|||28,089<br>3,532,039||25,667<br>3,450,834|
||3,687,257<br>(155,218)||3,587,866<br>(137,032)||
||1,043,007<br>2,492,121||1,336,264<br>2,125,013||
|||3,560,128||3,476,500|
|||25,000<br>3,535,128||15,224<br>3,461,277|
||||||
|||3,560,128||3,476,501|



Approved by the trustees on  7 May 2024 and signed on their behalf by 

Mark Harrison Chairman 

32 



Lymphoma Action 

## Statement of cash flows 

## For the year ended 31 December 2023 

|For the year ended 31 December 2023|For the year ended 31 December 2023|For the year ended 31 December 2023|||
|---|---|---|---|---|
|Note<br>£<br>£<br>Cash flows from operating activities<br>83,627<br>9,545<br>-<br>(60,580)<br>(3,801)<br>24,160<br>18,186<br>71,137<br>60,580<br>(11,967)<br>-<br>48,613<br>119,750<br>3,427,610<br>3,547,360<br>Cash and cash equivalents at the end of the year<br>Change in cash and cash equivalents in the year<br>(Increase) Decrease in stocks<br>Decrease / (Increase) in debtors<br>Increase/(decrease) in creditors<br>Net cash (used in) operating activities<br>Cash and cash equivalents at the beginning of the year<br>Net cash provided by investing activities<br>Cash flows from investing activities:<br>Dividends, interest and rents from investments<br>Purchase of fixed assets<br>Proceeds from sale of investments<br>Net income / (expenditure) for the reporting period (as<br>per the statement of financial activities)<br>Depreciation charges<br>(Gains)/losses on investments<br>Interest from investments<br>2023|||£<br>£<br>267,007<br>15,432<br>-<br>(8,780)<br>2,989<br>(37,723)<br>32,964<br>271,889<br>8,780<br>(26,301)<br>-<br>(17,521)<br>254,368<br>3,173,242<br>3,427,610<br>2022||
||60,580<br>(11,967)<br>-||8,780<br>(26,301)<br>-||
||||||
|||119,750<br>3,427,610||254,368<br>3,173,242|
|||3,547,360||3,427,610|



33 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

- 1 Accounting policies 

## a) Statutory information 

Lymphoma Action is a charitable company limited by guarantee and is incorporated in England, Wales, and Scotland. 

The registered office address is Unit 3, Bell Business Park, Smeaton Close, Aylesbury, Bucks, HP19 8JR. 

## b) Basis of preparation 

The financial statements have been prepared in accordance with 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) - (Charities SORP FRS 102), The Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (March 2018) and the Companies Act 2006. 

Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy or note. 

In applying the financial reporting framework, the trustees have made a number of subjective judgements, for example in respect of significant accounting estimates. Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.  The nature of the estimation means the actual outcomes could differ from those estimates. Any significant estimates and judgements affecting these financial statements are detailed within the relevant accounting policy below. 

## c) Public benefit entity 

The Charity meets the definition of a public benefit entity under FRS 102. 

## d) Going concern 

The Trustees consider that there are no material uncertainties about the Charity's ability to continue as a going concern. We have free reserves in excess of ten months of unrestricted expenditure which provides the capacity to respond to changing circumstances. 

The Trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period. 

## e) Income 

Income is recognised when the Charity has entitlement to the funds, any performance conditions attached to the income have been met, it is probable that the income will be received and that the amount can be measured reliably. 

Income from government and other grants, whether ‘capital’ grants or ‘revenue’ grants, is recognised when the Charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred. 

For legacies, entitlement is taken as the earlier of the date on which either: the charity is aware that probate has been granted, the estate has been finalised and notification has been made by the executor(s) to the Charity that a distribution will be made, or when a distribution is received from the estate. Receipt of a legacy, in whole or in part, is only considered probable when the amount can be measured reliably and the charity has been notified of the executor’s intention to make a distribution. Where legacies have been notified to the Charity, or the Charity is aware of the granting of probate, and the criteria for income recognition have not been met, then the legacy is a treated as a contingent asset and disclosed if material. 

Income received in advance of the provision of a specified service is deferred until the criteria for income recognition are met. 

34 



Lymphoma Action 

Notes to the financial statements 

## For the year ended 31 December 2023 

- 1 Accounting policies (continued) 

- f) Donations of gifts, services and facilities 

Donated professional services and donated facilities are recognised as income when the Charity has control over the item or received the service, any conditions associated with the donation have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), volunteer time is not recognised so refer to the Trustees’ Annual Report for more information about their contribution. 

On receipt, donated gifts, professional services and donated facilities are recognised on the basis of the value of the gift to the Charity which is the amount the Charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt. 

## g) Interest receivable 

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank. 

- h) Fund accounting 

   - Restricted funds are to be used for specific purposes as laid down by the donor.  Expenditure which meets these criteria is charged to the fund. 

Unrestricted funds are donations and other incoming resources received or generated for the charitable purposes. 

Designated funds are unrestricted funds earmarked by the trustees for particular purposes. 

- i) Expenditure and irrecoverable VAT Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably. Expenditure is classified under the following activity headings: 

   - Costs of raising funds relate to the costs incurred by the Charity in inducing third parties to make voluntary contributions to it, as well as the cost of any activities with a fundraising purpose 

   - Expenditure on charitable activities includes the costs of publication production, information and raising awareness, support for people affected by lymphoma, and training and other educational activities undertaken to further the purposes of the charity and their associated support costs 

Irrecoverable VAT is charged as a cost against the activity for which the expenditure was incurred. 

- j) Allocation of support costs 

Resources expended are allocated to the particular activity where the cost relates directly to that activity.  However, the cost of overall direction and administration of each activity, comprising the salary and overhead costs of the central function, is apportioned on a per capita basis. 

Governance costs, comprising the audit fee, Trustees' expenses and indemnity insurance, and the cost of recruiting new Trustees, are apportioned on a per capita basis. 

- k) Operating leases 

Rental charges are charged on a straight line basis over the term of the lease. 

- l) Tangible fixed assets 

Items of equipment are capitalised where the purchase price exceeds £1,000. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use. Major components are treated as a separate asset where they have significantly different patterns of consumption of economic benefits and are depreciated separately over its useful life. 

Where fixed assets have been revalued, any excess between the revalued amount and the historic cost of the asset will be shown as a revaluation reserve in the balance sheet. 

Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows: 

- Property improvements 

 Property improvements 10 years ▪ Computer systems 3 years ▪ Furniture and equipment 5 years 

35 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

## 1 Accounting policies (continued) 

- m) Listed investments 

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. Any change in fair value will be recognised in the statement of financial activities.  Investment gains and losses, whether realised or unrealised, are combined and shown in the heading “Net gains/(losses) on investments” in the statement of financial activities. The charity does not acquire put options, derivatives or other complex financial instruments. 

- n) Stocks 

Stocks are stated at the lower of cost and net realisable value.  In general, cost is determined on a first in first out basis and includes transport and handling costs.  Net realisable value is the price at which stocks can be sold in the normal course of business after allowing for the costs of realisation.  Provision is made where necessary for obsolete, slow moving and defective stocks. 

- o) Debtors 

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due. 

- p) Cash at bank and in hand 

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account. 

- q) Creditors and provisions Creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. 

- r) Financial instruments 

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value. 

- s) Pensions 

Contributions payable to the company's pension scheme are charged to the statement of financial activities in the period to which they relate. 

## 2 Income from donations and legacies 

|Fundraising and individual giving<br>In memoriam<br>Trusts and companies<br>Gift aid<br>Legacies|Unrestricted<br>£<br>445,440<br>166,690<br>75,550<br>145,909<br>575,702|Restricted<br>£<br>-<br>-<br>167,898<br>-<br>-|2023<br>Total<br>£<br>445,440<br>166,690<br>243,448<br>145,909<br>575,702|Unrestricted<br>£<br>479,980<br>188,437<br>116,391<br>163,179<br>311,563|Restricted<br>£<br>-<br>-<br>228,000<br>-<br>-|2022<br>Total<br>£<br>479,980<br>188,437<br>344,391<br>163,179<br>311,563|
|---|---|---|---|---|---|---|
||1,409,291|167,898|1,577,189|1,259,550|228,000|1,487,550|



36 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

- 3 Income from charitable activities 

|3<br>Income from charitable activities|||||||
|---|---|---|---|---|---|---|
|Unrestricted<br>£<br>25,008<br>25,008<br>4<br>Unrestricted<br>£<br>518,994<br>23,979<br>542,973<br>5<br>Unrestricted<br>£<br>60,580<br>-<br>60,580<br>Income from other trading activities<br>Income from investments<br>Investment income<br>Challenge events<br>Trading income<br>Bank interest<br>Education and training|Unrestricted<br>£<br>25,008|£<br>-<br>Restricted|2023<br>Total<br>£<br>25,008|Unrestricted<br>£<br>28,034|£<br>-<br>Restricted|2022<br>Total<br>£<br>28,034|
||25,008|-|25,008|28,034|-|28,034|
|||£<br>-<br>-<br>Restricted|2023<br>Total<br>£<br>518,994<br>23,979|Unrestricted<br>£<br>520,844<br>34,683|£<br>-<br>-<br>Restricted|2022<br>Total<br>£<br>520,844<br>34,683|
||542,973|-|542,973|555,527|-|555,527|
||Unrestricted<br>£<br>60,580<br>-|£<br>-<br>-<br>Restricted|2023<br>Total<br>£<br>60,580<br>-|Unrestricted<br>£<br>8,780<br>-|£<br>-<br>-<br>Restricted|2022<br>Total<br>£<br>8,780<br>-|
||60,580|-|60,580|8,780|-|8,780|



37 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

- 6a Analysis of expenditure (current year) 

|Staff costs (Note 8)<br>Direct costs<br>Generating donations and legacies<br>Challenge event fees<br>Merchandise and other costs<br>Publications<br>Raising awareness and website<br>Helpline and support services<br>Regional and international activities<br>Workshop, conference and events<br>Support costs<br>Finance, HR & IT<br>Premises<br>Stationery, post, phone, equipment and sundry<br>Depreciation<br>Governance<br>Support costs<br>Governance costs<br>Total expenditure 2023|Cost of raising funds|Cost of raising funds|Charitable activities|Charitable activities||Governance<br>costs<br>£<br>35,331<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|Support costs<br>£<br>105,600<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|2023<br>Total<br>£<br>1,291,215<br>76,433<br>79,601<br>31,342<br>131,453<br>143,516<br>47,114<br>3,693<br>18,982|2022<br>Total<br>£<br>1,068,904<br>97,294<br>62,934<br>29,635<br>82,119<br>83,815<br>47,077<br>14,465<br>8,846|
|---|---|---|---|---|---|---|---|---|---|
||Generating<br>donation and<br>legacies<br>£<br>283,257<br>76,433<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>|Costs of<br>activities for<br>generating<br>funds<br>£<br>34,355<br>-<br>79,601<br>31,342<br>-<br>-<br>-<br>-<br>-<br>|Publication<br>production &<br>distribution,<br>information and<br>raising awareness<br>£<br>361,459<br>-<br>-<br>-<br>131,453<br>143,516<br>-<br>-<br>-|Support for<br>people<br>affected by<br>lymphoma<br>£<br>341,037<br>-<br>-<br>-<br>-<br>-<br>47,114<br>3,693<br>-|Education<br>and training<br>£<br>130,176<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>18,982|||||
||76,433<br>-<br>-<br>-<br>-<br>-<br>-|110,943<br>-<br>-<br>-<br>-<br>-<br>-|274,968<br>-<br>-<br>-<br>-<br>-<br>-|50,807<br>-<br>-<br>-<br>-<br>-<br>-|18,982<br>-<br>-<br>-<br>-<br>-<br>-|-<br>-<br>-<br>-<br>-<br>-<br>18,355|-<br>167,201<br>59,427<br>44,247<br>9,546<br>-<br>-|532,133<br>167,201<br>59,427<br>44,247<br>9,546<br>18,354|426,185<br>115,664<br>116,527<br>55,423<br>15,432<br>14,750|
||359,690<br>89,643<br>12,467|145,298<br>10,176<br>1,415|636,427<br>122,665<br>17,060|391,844<br>116,574<br>16,213|149,158<br>46,962<br>6,531|53,686<br>-<br>(53,686)|386,021<br>(386,020)<br>-|2,122,123<br>-<br>-|1,812,885<br>-<br>-|
||461,800|156,889|776,152|524,631|202,651|1|1|2,122,123|1,812,885|



38 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

## 6b Analysis of expenditure (prior year) 

|Staff costs (Note 8)<br>Direct costs<br>Generating donations and legacies<br>Challenge event fees<br>Merchandise and other costs<br>Publications<br>Raising awareness and website<br>Helpline and support services<br>Regional and international activities<br>Workshop, conference and events<br>Support costs<br>Finance, HR & IT<br>Premises<br>Stationery, post, phone, equipment and sundry<br>Depreciation<br>Governance<br>Support costs<br>Governance costs<br>Total expenditure 2022|Cost of raising funds|Cost of raising funds|Charitable activities|Charitable activities||Governance<br>costs<br>£<br>33,963<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|Support costs<br>£<br>122,491<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>-|2022<br>Total<br>£<br>1,068,904<br>97,294<br>62,934<br>29,635<br>82,119<br>83,815<br>47,077<br>14,465<br>8,846|
|---|---|---|---|---|---|---|---|---|
||Generating<br>donation and<br>legacies<br>£<br>221,160<br>97,294<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>|Costs of<br>activities for<br>generating<br>funds<br>£<br>28,412<br>-<br>62,934<br>29,635<br>-<br>-<br>-<br>-<br>-<br>|Publication<br>production &<br>distribution,<br>information and<br>raising awareness<br>£<br>275,080<br>-<br>-<br>-<br>82,119<br>83,815<br>-<br>-<br>-|Support for<br>people<br>affected by<br>lymphoma<br>£<br>300,955<br>-<br>-<br>-<br>-<br>-<br>47,077<br>14,465<br>-|Education<br>and training<br>£<br>86,843<br>-<br>-<br>-<br>-<br>-<br>-<br>-<br>8,846||||
||97,294<br>-<br>-<br>-<br>-<br>-<br>-|92,569<br>-<br>-<br>-<br>-<br>-<br>-|165,934<br>-<br>-<br>-<br>-<br>-<br>-|61,542<br>-<br>-<br>-<br>-<br>-<br>-|8,846<br>-<br>-<br>-<br>-<br>-<br>-|-<br>-<br>-<br>-<br>-<br>-<br>14,750|-<br>115,664<br>116,527<br>55,423<br>15,432<br>-<br>-|426,185<br>115,664<br>116,527<br>55,423<br>15,432<br>14,750|
||318,454<br>100,783<br>11,537|120,981<br>15,034<br>1,721|441,014<br>130,298<br>14,916|362,497<br>141,140<br>16,157|95,689<br>38,282<br>4,382|48,713<br>-<br>(48,713)|425,537<br>(425,537)<br>-|1,812,885<br>-<br>-|
||430,774|137,736|586,228|519,794|138,353|-|-|1,812,885|



39 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

- 7 Net income / (expenditure) for the year 

This is stated after charging: 

|This is stated after charging:|||
|---|---|---|
||2023|2022|
||£|£|
|Depreciation|9,546|15,432|
|Operating lease rentals payable:|||
|Property|37,800|47,377|
|Other|4,383|4,383|
|Auditor's remuneration (excluding VAT):|||
|Audit|9,300|8,650|



- 8 Analysis of staff costs, trustee remuneration and expenses, and the cost of key management personnel 

Staff costs were as follows: 

|Staff costs were as follows:|||
|---|---|---|
|Salaries and wages<br>Employer’s contribution to defined contribution pension schemes<br>Income protection and life assurance<br>Social security costs<br>Redundancy and termination costs|2023<br>£<br>1,114,264<br>5,560<br>101,151<br>66,579<br>3,661|2022<br>£<br>925,782<br>-<br>85,258<br>54,135<br>3,730|
||1,291,215|1,068,905|



The following number of employees received employee benefits (excluding employer pension costs and employer's national insurance) during the year between: 

|||2023|2022|
|---|---|---|---|
|||No.|No.|
|£70,000|- £79,999|1|1|



The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were £283,100 (2022: £265,400) in relation to four key management posts. 

The Charity Trustees were neither paid nor received any other benefits from employment with the charity in the year (2022: £nil).  No charity Trustee received payment for professional or other services supplied to the charity (2022: £nil). 

Trustees' expenses represent the payment or reimbursement of travel and subsistence costs totalling £184 (2022: £208) incurred by 3 (2022: 3) members relating to attendance at meetings of the Trustees. 

During the year Trustee liability insurance was obtained for £3,608 (2022: £3,370). 

## 9 Staff numbers 

The average number of employees (head count based on number of staff employed) during the year was 39 (2022: 33). 

Staff are split across the activities of the charity as follows (head count basis): 

|Staff are split across the activities of the charity as follows (head count basis):|||
|---|---|---|
|Raising funds<br>Support staff<br>Charitable activities|2023<br>No.<br>11<br>23<br>5|2022<br>No.<br>9<br>19<br>5|
||39|33|



40 



Lymphoma Action 

Notes to the financial statements 

## For the year ended 31 December 2023 

## 10 Related party transactions 

There are no related party transactions to disclose for 2023 (2022: none). 

## 11 Taxation 

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes. 

## 12 Tangible fixed assets 

|Tangible fixed assets|||||
|---|---|---|---|---|
|Disposals in year<br>Disposed of in year<br>At the start of the year<br>Additions in year<br>Cost<br>Depreciation<br>At the end of the year<br>At the start of the year<br>Charge for the year<br>At the end of the year<br>Net book value<br>At the start of the year<br>At the end of the year|Property<br>improvements<br>£<br>-<br>-<br>-|Computer<br>equipment<br>£<br>62,553<br>-<br>11,967|Furniture &<br>equipment<br>£<br>16,065<br>-<br>-|Total<br>£<br>78,618<br>-<br>11,967|
||-|74,520|16,065|90,585|
||-<br>-<br>-|51,367<br>-<br>6,334|1,584<br>-<br>3,211|52,951<br>-<br>9,545|
||-|57,701|4,795|62,496|
||-|16,819|11,270|28,089|
||-|11,187|14,481|25,668|



All of the above assets are used for charitable purposes. 

## 13 Stock 

|13<br>Stock|||
|---|---|---|
|14<br>Accrued income<br>Debtors<br>Goods for resale<br>Income tax receivable<br>Prepayments|2023<br>£<br>10,505|2022<br>£<br>6,704|
||10,505|6,704|
||2023<br>£<br>10,983<br>88,409<br>30,000|2022<br>£<br>20,500<br>98,182<br>34,870|
||129,392|153,552|



41 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

- 15 Creditors: amounts falling due within one year 

|Creditors: amounts falling due within one year|||
|---|---|---|
|Trade creditors<br>Taxation and social security<br>Accruals<br>Deferred income (note 16)|2023<br>£<br>34,729<br>20,852<br>20,743<br>78,895|2022<br>£<br>51,103<br>20,312<br>10,169<br>55,448|
||155,218|137,032|



## 16 Deferred income 

Deferred income comprises income received in advance for events, including entry deposits and sponsorships for individuals undertaking challenge events. 

|individuals undertaking challenge events.|||
|---|---|---|
|Balance at the beginning of the year<br>Amount released to income in the year<br>Amount deferred in the year<br>Balance at the end of the year|2023<br>£<br>55,448<br>(25,504)<br>48,951|2022<br>£<br>22,871<br>(22,871)<br>55,448|
||78,895|55,448|



17a Analysis of net assets between funds (current year) 

|Analysis of net assets between funds (current year)|||||
|---|---|---|---|---|
|Net assets at 31 December 2023<br>Tangible fixed assets<br>Net current assets|General<br>unrestricted<br>£<br>-<br>2,492,121|Designated<br>£<br>28,089<br>1,014,918|Restricted<br>£<br>-<br>25,000|Total funds<br>£<br>28,089<br>3,532,039|
||2,492,121|1,043,007|25,000|3,560,128|



17b Analysis of net assets between funds (prior year) 

|Analysis of net assets between funds (prior year)|||||
|---|---|---|---|---|
|Net assets at 30 December 2022<br>Tangible fixed assets<br>Net current assets|General<br>unrestricted<br>£<br>-<br>2,125,013|Designated<br>£<br>25,667<br>1,310,597|Restricted<br>£<br>-<br>15,224|Total funds<br>£<br>25,667<br>3,450,834|
||2,125,013|1,336,264|15,224|3,476,501|



42 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

18a Movements in funds (current year) 

|Total restricted funds<br>Total designated funds<br>General funds<br>Restricted funds:<br>ICT replacement fund<br>Value of functional assets net of restricted<br>funds<br>Premises fund<br>Information and publications<br>Publications<br>Total unrestricted funds<br>Facebook settlement fund<br>Support for people affected by lymphoma<br>Counselling/psychological support<br>Information & support, including helpline,<br>buddy scheme & support groups<br>Research<br>Total funds<br>Unrestricted funds:<br>Designated funds:<br>Investment Reserve<br>Legacy fluctuation fund|At 1 January<br>2023<br>£<br>-<br>3,200<br>-<br>12,024|Income &<br>gains<br>£<br>33,000<br>-<br>134,898<br>-|Expenditure<br>& losses<br>£<br>(23,000)<br>-<br>(119,898)<br>-|Transfers<br>£<br>-<br>(3,200)<br>-<br>(12,024)|At 31<br>December<br>2023<br>£<br>10,000<br>-<br>15,000<br>-|
|---|---|---|---|---|---|
||15,224|167,898|(142,898)|(15,224)|25,000|
||1,176,852<br>50,000<br>8,745<br>75,000<br>-<br>25,667<br>|-<br>-<br>-<br>-<br>-<br>-|(264,794)<br>(10,164)<br>-<br>-<br>-<br>(9,546)|-<br>10,164<br>(8,745)<br>-<br>-<br>11,968|912,058<br>50,000<br>-<br>75,000<br>-<br>28,089|
||1,336,264|-|(284,504)|13,387|1,065,147|
||2,125,013|2,037,852|(1,694,721)|1,837|2,469,981|
||3,461,277|2,037,852|(1,979,225)|15,224|3,535,128|
||3,476,501|2,205,750|(2,122,123)|-|3,560,128|



The narrative to explain the purpose of each fund is given at the foot of the note below. 

43 



Lymphoma Action 

## Notes to the financial statements 

## For the year ended 31 December 2023 

18b Movements in funds (prior year) 

|Restricted funds:<br>Total restricted funds<br>Total designated funds<br>General funds<br>ICT replacement fund<br>Total funds<br>Facebook settlement fund<br>Legacy fluctuation fund<br>Premises fund<br>Value of functional assets net of restricted<br>funds<br>Total unrestricted funds<br>Research<br>Unrestricted funds:<br>Designated funds:<br>Information and publications<br>Publications<br>Support for people affected by lymphoma<br>Counselling/psychological support<br>Information & support, including helpline,<br>buddy scheme & support groups<br>Investment Reserve|At 31<br>December<br>2021<br>£<br>-<br>3,200<br>-<br>12,024|Income &<br>gains<br>£<br>99,700<br>-<br>128,300<br>-|Expenditure<br>& losses<br>£<br>(99,700)<br>-<br>(128,300)<br>-|Transfers<br>£<br>-<br>-<br>-<br>-|At 31<br>December<br>2022<br>£<br>-<br>3,200<br>-<br>12,024|
|---|---|---|---|---|---|
||15,225|228,000|(228,000)|-|15,224|
||1,300,000<br>50,000<br>8,745<br>50,000<br>60,000<br>14,797<br>|-<br>-<br>-<br>-<br>-<br>-|(123,148)<br>(11,354)<br>-<br>-<br>(51,053)<br>(15,432)|-<br>11,354<br>-<br>25,000<br>(8,947)<br>26,302|1,176,852<br>50,000<br>8,745<br>75,000<br>-<br>25,667|
||1,483,542|-|(200,987)|53,709|1,336,264|
||1,710,729|1,851,892|(1,383,899)|(53,709)|2,125,013|
||3,194,271|1,851,892|(1,584,886)|-|3,461,277|
||3,209,495|2,079,892|(1,812,886)|-|3,476,501|



The narrative to explain the purpose of each fund is given at the foot of the note below. 

Purposes of restricted funds 

## Information and publications 

## Publications 

Grants to fund information booklets from our award-winning range about lymphomas and their treatment. 

44 



Lymphoma Action 

Notes to the financial statements 

## For the year ended 31 December 2023 

## Support for people affected by lymphoma 

## Counselling / psychological support 

Grants  towards a counselling psychological support service for people affected by lymphoma, helping them to come to terms with a diagnosis and deal with distress, anxiety and depression. 

## Information and support, including helpline, buddy scheme and support meetings 

Grants received towards our information and support services. These include our helpline (telephone, email and live chat enquiries from people worried about or needing information on lymphoma), buddy scheme (putting people in touch with others going through a similar experience) and online peer support services. 

## Research 

Funds received and carried over for research into lymphoma and the lives of those affected by lymphoma. 

## Education and training 

## Education and training events and activities 

Events for healthcare professionals are held throughout the year. 

## Purposes of designated funds 

In December 2021 we received a legacy of £1.3 million which has been designated for development projects seeking to expand the range of our work and accounted for separately from other funds to prevent it masking any underperformance in mainline fundraising and services. 

The ICT replacement fund is to replace ICT assets. 

The Facebook settlement fund is a provision for possible over recovery of gift aid contingent on the resolution of issues between Facebook and HMRC. 

The legacy fluctuation fund is set aside to offset any lower than expected legacy income. 

The premises fund is created to cover potential costs of relocation and or refurbishment when the current lease expires. 

## 19 Operating lease commitments payable as a lessee 

The charity's total future minimum lease payments under non-cancellable operating leases is as follows for each of the following periods 

|following periods|||||
|---|---|---|---|---|
|Less than one year<br>One to five years|2023<br>2022<br>£<br>£<br>40,950<br>37,800<br>-<br>40,950<br>40,950<br>78,750<br>Property||2023<br>2022<br>£<br>£<br>1,826<br>4,383<br>-<br>1,826<br>1,826<br>6,209<br>Equipment||
||40,950|78,750|1,826|6,209|



## 20 Legal status of the charity 

The charity is a company limited by guarantee and has no share capital.  The liability of each member in the event of winding up is limited to £1. 

45 



## Reference & administrative 

## Trustees 

## Mark Harrison (#*) 

Chair (and Chair of Remuneration Committee) 

## Dr Cathy Burton 

## Tricia Cavell-Hill (#*) 

_Stepped down November 2023_ 

## James Cray (*) 

## Susan Daniels 

## Keith McLeod (#*) 

Treasurer (and Chair of Finance and Risk Committee) 

## Chief Executive Ropinder Gill 

## Key management personnel Jim Howson 

Director of Finance 

## Dallas Pounds 

Director of Services 

## Deborah Laing 

Director of Fundraising & Communications 

## Company Secretary Ropinder Gill 

## President 

## Professor John Radford 

## David McNeill 

## Patron 

## Harriet Outred (#) 

_Stepped down February 2024_ 

## Sarah Wells 

_Stepped down July 2023_ 

## Shaf Mansour 

## Lord Menzies Campbell of Pittenweem 

## Charity number 

England and Wales 1068395 

## Scotland 

## Christina Kirby 

SC045850 

_Appointment ratified November 2023_ 

## Company number 

## Charlotte Locks-Moro **(#)** 

_Appointment ratified February 2024_ 

**#** Member of Finance and Risk Committee ***** Member of Remuneration Committee 

03518755 

## Registered office 

Unit 3, Bell Business Park Smeaton Close Aylesbury Buckinghamshire HP19 8JR 

## Website 

- www.lymphoma action.org.uk 

**46** 



Medical Advisory Panel (continued) 

## Bankers 

## CAF Bank Ltd 

25 Kings Hill Avenue, West Malling, Kent ME19 4JQ 

## National Westminster Bank plc 

22 Market Square, Aylesbury, Buckinghamshire HP20 1TR 

## Lloyds Bank plc 

25 Gresham Street, London, EC2V 7HN 

## Auditor 

## Sayer Vincent LLP 

110 Golden Lane, London, EC1Y 0TG 

Dr Andrew McMillan _– retired from MAP April 2023_ Dr Christopher McNamara Dr Brian D Nicholson Dr Wendy Osborne Dr Shankara Paneesha Dr Ruth Pettengell Professor Andrew Pettitt Professor John Radford (Chair) Dr Ravi Ratnavel Dr Bhupinder Sharma Sarah Wells- _retired from MAP July 2023_ Dr Andy Wotherspoon 

## Medical Advisory Panel 

Dr Kirit Ardeshna Charlotte Bloodworth Dr Adrian Bloor Professor Kristian Bowles Dr Cathy Burton Kathryn Chamberlain - _joined MAP August 2023_ Dr Graham Collins Professor David Cunningham Dr Shirley D’Sa Dr Paul Fields Dr George Follows Dr Christopher Fox Dr Eve Gallop-Evans Dr Georgina Hall Professor Peter Hoskin Professor Tim Illidge Professor Peter Johnson Dr Rod Johnson Dr Nagesh Kalakonda Dr Ben Kennedy Christine Kirby - _joined MAP August 2023_ Dr Kim Linton Dr Prem Mahendra Dr Pam McKay 

**47**