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

2023-04-05-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 06 04 22 To 05 04 23

Section A Reference and administration details

Charity name

The UK CLL Forum

Other names charity is known by

Registered charity number (if any) 1104229

Charity's principal address[c/o Dr Renata Walewska, Cancer Care, University Hospital ] Dorset

Castle Lane East Bournemouth Postcode BH7 7DW

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Professor Andy
Pettitt
Dr George Follows
Professor Chris
Fegan

March 2012

TAR

1

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

Names and addresses of advisers (Optional information)

Type of adviser Name
Address		 Name
Address
Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document (eg. trust deed, constitution) Open membership How the charity is constituted (eg. trust, association, company) Election Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

March 2012

TAR

2

Section C Objectives and activities

  1. The advancement of education of the general public, in particular in the treatment of those suffering from Chronic Lymphocytic Leukaemia (CLL) and related disorders, through the promotion and conduct of research and the publication and dissemination of all useful results of such research.

Summary of the objects of the 2. The relief of persons suffering from CLL and related disorders, in

charity set out in its particular by A) The development and provision of policy

governing document guidelines for their treatment B) Promoting and understanding of the issues relating to CLL and related disorders by encouraging communication and the exchange of information between research groups and healthcare professionals.

  1. Research and education in the treatment of persons suffering from CLL and related disorders.

  2. Relief of such persons by A) Development and provision of policy guidelines for such treatment and B) Promotion of communications and exchange of information between research groups and healthcare professionals.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

March 2012

TAR

3

You may choose to include further statements, where relevant, about:

Section D Achievements and performance

March 2012

TAR

4

Section D Achievements and performance

During 2022-2023 we have continued education by organising two Summary of the main meetings per year one scientific and one clinical. The scientific meeting in achievements of the charity March and October both were hybrid meetings. during the year We have organised a basic education course.

We have continued to support trainees with travel awards to attend major conferences, so they have the opportunity to present their work.

In addition, we awarded the annual Hamblin prize and Catovsky prize, of £500 each.

The new executive members Dr Stella Williams, Prof. Francesco Forconi and Dr Satyen Gohil.

The current CLL Forum initiatives are:

Section E Financial review

March 2012

TAR

5

The charity is solvent Brief statement of the charity’s policy on reserves

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)
Full name(s)
Position (eg Secretary, Chair,
etc)
Date
Professor Andrew Pettit
Trustee
05.01.24

March 2012

TAR

6

----- Start of picture text -----
Charity Name No (if any)
The UK CLL Forum 1104229
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 06/04/2022 05/04/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Income 50,900 - - 50,900 43,100
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
50,900 - - 50,900 43,100
AR)
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 50,900 - - 50,900 43,100
A3 Payments
Payments 47,180 - - 47,180 47,764
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 47,180 ] - - 47,180 47,764
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 47,180 - - 47,180 47,764
Net of receipts/(payments) 3,720 - - 3,720 - 4,664
A5 Transfers between funds - - - - -
A6 Cash funds last year end 73,465 - - 73,465 78,129
Cash funds this year end 77,185 - - 77,185 73,465
----- End of picture text -----

CCXX R1 accounts (SS)

11/01/2024

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Current Account
Less Outstanding Items
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
77,470
-
- 285
-
-
-
77,185
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
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-
-
-
Fund to which
asset belongs
Cost (optional)
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-
-
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-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Christopher Fegan
Andrew Pettitt		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
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When due
(optional)
Date of
approval
11 Jan 2024
11 Jan 2024

CCXX R2 accounts (SS)

11/01/2024

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent ExaMine￿S Report Report to the trusteesl members of The UK CLL Forum On accounts for the year ended 5 April 2023 Charity no lif any) 1104229 Set out on pages I report to the trustees on my examination of the accounts oflhe above charity I the Trust") for the year ended Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 1.the Act'l. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Direclions given by the Charity Commission under section 145{5)Ibl of the Act. Independent IThe charity's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of linsert name of applicable listed bodyll. Delete I l if not 8pplicabl8. I have completed my examination. I confirm that no material matters have come lo my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordan¢e with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not Comply with the applicable requirements concerning the form and conlent of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the H￿rdS in the brackets if they do not apply. Signed: Date: IJ Ja4d4/ f/zi Name: Andy Davis FCA Relevant professional qualificationls) or body ICAEW IER Oct 2018

lif any): Address: The Old Post Office, 41-43 Market Place Chippenham Wiltshire SN15 3HR Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018

CHARITY COMMISSION FOR ENGLAND AND WAIE5 The UK CLL Forum 1104229 Receipts and payments accounts CC16a For the perlod from To 0610412022 0510412023 Section A Receipts and payments UnrestriGt8d funds to Ihg nearest Rest¥iGted funds Endowment fund5 Total funds Last ￿aT lo Ihg ngar4sl £ to th9 #è8ro¥t £ ¢0 lh4 nè4té#t£ to £ A1 Recelpts Ineame 50.900 80.900 43.100 Sub total(Gross income for AR) $0.90ri 50.900 43.100 A2 Asset and Investment $ale5, 188• tab181. Sub total $0,900 50.900 43,100 A3Pa ments Pgymenis 47,18 47,180 47,764 Sub total 47,180 47,180 47,764 A4 Asset and Inve51ment purcha58s, Isee table) Sub total 47,180 47,180 47.764 Alot of re¢8lpts/{paym8nts) A5 Tran5fer5 between funds A6 Cash funds last year end Cash funds thls year end 3.720 3.720 4.664 73,465 77.185 73,465 77.185 78.129 72,465 CCXX R1 accounts ISSI 1110112024

Section B Statement of assets and liabilities at the end of the period Unrestrlcted funds to nearost£ Restrlcted funds to £ Endowment funds tv 119gro8t£ Categorles Detalls 81 Cash fund$ Current A¢xounl 77.47D Le89 Outsiandlng Item9 285 Total cash funds 77,185 14r88 b3kn5￿lhrfic￿piS￿ld pay￿lS EccounrfBII Unrestricted funds Restricted funds to n4arèst£ Endowm6nt funds lo nèarest £ Delalls B2 Other monetary assets Fund to whlch Gsel belon Current value DÈtalls C05t loptlonall Fund to whlch assèt belon Detalls Cost lopllonall Currènt valuè B4 Assets retalned for the Charity's own us• Fund towhlGh Athounl du& Whèn duè tlonBI Detalls B5 Llabllltlès Signed by one orlwo Iruslee5 0 behaifof all IhÈ trustees SKJnatur8 Prinl Name Date of rov81 Andrew Pettitt 11 Jan 202 Christopher Fegan 11Jan202 CCXX R2 accounts ISSI 1110112024