## **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**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
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||||
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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
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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:
- Running a basic CLL course (annually in the summer)
- A newsletter
- Promotion of a vaccination booklet with CLLSA
- Development of a guidance booklet for GPs.
- Initiation of a surrogate Family & Friend buddy with Leukaemia Care: pilot launched
- Promoting wellbeing for patients and healthcare professionals.
- Collaboration with ERIC (European Research Initiative CLL)
- Collection of Real World Data (RWD) on:
- EPIC
- IVIG survey/audit patient led
- NCRAS/PHE- database of 17,000 patients.
- Expanding travel eligibility for ALL scientists
## **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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **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)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**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)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**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 ExaMineS 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 HrdS 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 b3kn5lhrficpiSld paylS
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