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← The UK Cll Forum

2024-04-05-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 06 04 23 To 05 04 24

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1104229

The UK CLL Forum

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 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

Election Trustee selection methods

Additional governance issues (Optional information)

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

March 2012

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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

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3

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

Section D Achievements and performance

March 2012

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Section D Achievements and performance During 2023-2024 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 was our first in-person meeting since Spring 2020, while the during the year clinical meeting in October was a hybrid meeting.

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 Oral prize, of £500 each, and a Catovsky Poster Prize of £200.

After leading the UK CLL Forum Committee for the last 5 years, Dr Renata Walewska is coming to the end of her term. She will be succeeded by Dr Nicolas Martinez-Calle, Consultant Haematologist in Nottingham. He will take on the role of Chair in March 2025. Our Treasurer Dr Nilma Parry-Jones is also stepping down after a long tenure replaced by Prof Jon. Strefford.

March 2012

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Section E Financial review

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) Pa — — ™ a F j Py / Py C= Ad UWEAe 149 EY/ fe GQXen“r di. » a yo Christopher Fegan Full name(s) Andrew Pettitt Position (eg Secretary, Chair, Trustee etc)

Date 20.01.25

March 2012

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TAR March 2012

The UK CLL Forum
Charity Name		 The UK CLL Forum
Charity Name		 1104229
No (if any)		 1104229
No (if any)
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds
to the nearest
£
to the nearest £
to the nearest £
to the nearest £
A1 Receipts
06/04/2023
05/04/2024
Receipts and payments accounts
Period start date
Period end date
To
For the period
from
ee
e		 Last year
to the nearest £
CC16a
Income 52,878 - - - - - - 52,878 52,878 50,900 50,900
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
Sub total(Gross income for
AR)		 (Gross income for
AR)
52,878		 - - - - - - 52,878 52,878 50,900 50,900
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts
52,878
-
-
52,878
50,900
A3 Payments
————~~——~~
Payments 66,548 - - - - - - 66,548 66,548 47,180 47,180
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
- - - - - - - - - - -
**Sub total ** 66,548 - - - - - - 66,548 66,548 47,180 47,180
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
66,548
-
-
66,548
47,180
Net of receipts/(payments)
- 13,670
-
-
- 13,670
3,720
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
77,185
- -
77,185
73,465
Cash funds this year end
63,515
-
- 63,515
77,185
————~~——~~
===
==>>

CCXX R1 accounts (SS)

17/01/2025

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Signature
Details
Details
Current Account
Less Outstanding Items
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
63,515
-
-
-
-
-
63,515
-
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
Andrew Pettit
Christopher Fegan		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

17/01/2025

2

CHARITY COMMISSION FOR ENGIAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Charity Name The UK CLL Forum On accounts for the year ended 5 April 2024 Charity no {if any) 1104229 Set out on pages (remembtsr lo include Ihe page numbers of additional sheelsl I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 0510412024. Responsibilities and basls 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 {"the Act.). 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 Directions given by the Charity Commission under section 145(5){b) 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 (insert name of applicable listed body]]. Delete [ ] if not applicable. I have completed my examination. I confirm that no material matters have come to my altention 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 accordance 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 content 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 words in the brackets if they do not apply. Signed: Date.. SAU Name: Andy Davis FCA Relevant professional qualification(s) or body ICAEW IER Oct 2018

(if 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). Glve here brief details of any items that the examiner wishes to disclose. IER Oct 2018

CHARITY COMMISSION ' FOR ENGLAND ANO WAIES The UK CLL Forum 1104229 Receipts and payments accounts CC16a Forthe perlod from 06104r2023 0510412024 Section A Receipts and payments Unrestricted funds to the noare81 Restricted funds Endowment funds Total funds Last year lo lh• n•af•sl £ lo lh• n••r••t £ ¢0 th• n•8r••t £ to the nearest £ A1 Recelpts Incorn 52.878 52,878 50,900 Sub total (Gmss Incom8 for AR) 52.878 62,878 50,900 A2 Asset and Investment sales, (sea tabl81. Sub ¢otal Total recelpts 52,878 52,878 50,900 A3Pa menls Pgymenls 66.548 66.548 47,180 Sub total 66,548 66,$48 47,180 A4 Asset and Inveslmenl urchases, see table Sub tolal Total payments 66,548 66.548 47.180 Net of recelpts/(payments) A5 Transfers b8lween funds A6 Cash funds last yoar end Cash funds this year end 13.670 13,670 3,720 77,185 63,515 77.185 63,515 73,465 77.185 CCXX R1 accAJunts (SSI 1710112025

Section B Statement of assets and liabilities at the end of the period Unrestricted funds lo nèar$t £ Restricted funds Endowment funds to nvare5t £ Categories Detalls to 1183rest E B1 Cash funds Cunent Act￿nI 63,515 Less OutslandiryJ Items Total cash funds 63,515 (•w• b￿5￿71h receipts aTrl pawnenls acuxm4$1} i )1 Unrestrlcted funds Restrlcted funds Endowment funds Detalls lo nearest £ to noarast £ to nearoBt £ -"•### Fund 19 whlch Delalls Cobt (optlon•ll Current volu• Ilon•l B3 Inv88lment a888ts Fund to whlch a•8•¢ bolon Detall8 Coit lopllonAII Curranl v8lu8 tlonal 84 Assets retalned for the charlty's own use Fund to whlch relates kniounl duo Ilonal When due tlonal Detalls B5 Llabllltles Slgned by one or lyn Iruslees on behalf of all the Iwslees Dale of roval Signature Print Name Andrew Pellil 20 Jan 2025 Chrislo her Fe 2011125 an CCXX R2 a¢￿U￿ts {SS} 1710112025