2025-04-05-accounts - The UK Cll Forum

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X41 CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts

Section A Independent Examiner’s Report

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Report to the trustees/ Charity Name
members of The UK CLL Forum
On accounts for the year | 5 April 2025 Charity no | 1104229
ended (if any)
Set out on pages
(remember to include the page numbers of additional sheets)
| report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended 05/04/2025.
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Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
| 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent [The charity's gross income exceeded £250,000 and | 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. | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or
e the accounts did not accord with the accounting records; or e 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.

| 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. | f) . yy y . 7 signed: | ffl Yas————*dis—iate: [30 ery DOME Name: | Andy Davis FCA Relevant professional | ICAEW qualification(s) or body

IER

Oct 2018

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

by CHARITY COMMISSION Charity Name FOR ENGLAND AND WALES| The UK CLL CLL Forum

Name No (if any) UK CLL CLL Forum 1104229 Receipts and payments accounts CC16a For the period Period start date 1 Periodend date from 06/04/2024 2 05/04/2025

Section A Receipts and payments Unrestricted Restricted Endowment iE funds furids fare Total funds ast year cote —— to the nearest £ to the nearest £ to the nearest £ to the nearest £ Ai Receipts a es 2ee eS 0 Cs Os Os ee ee a GD Os0s Os ee ee ed - ee ee ee ee a GS OsOs OO Os Sub total (Gross income for AR) 56,568 56,568 52,878 A2 Asset and investment sales,

(see table).

ee Subtotal] A3 Payments aeS OeesoO |eee Oo(5 aSO Eo OS Os Pe ee ee aPOeS 0 ee (eCOs(Os aeS 0 Os (ss ( Oe Os Oe Os SD OsOs Os Sub total] 4.266] { A4 Asset and investment purchases, (see table) a Sub total|—| Net ofreceipts(payments)[___9a0a][][ | [_____ 9.02] ASTransfersbetweenfunds [|| EE AGCashfunds lastyearend |63,515] tT|[851] Cash funds this yearend| 72,817} | |[83,515)]

CCXX R1 accounts (SS)

29/01/2026

Section B Statement	ofassets	ofassets	and liabilities at	and liabilities at	the end ofthe period	the end ofthe period	the end ofthe period
					Unrestricted		Restricted		Endowment
Categories	Details				funds		funds		funds
					to nearest £		to nearest £		to nearest £
	(agree	balances with receipts		and payments
				account(s))	O!<	OK		OK
					Unrestricted		Restricted		Endowment
					funds		funds		funds
	Details				to nearest£		to nearest£		to nearest£
—_—
—_—	Fundtowhich Details asset belongs —=					Cost	(opti	ont (eptonel)
B4Assets retained forthe	Details				Fundtowhich assetbelongs	Cost (optional oat ontanal) Pt		f	Currentvalue optional
					Fund to which		Amount due		When due
_	: Details liability relates optional —==								optional
Signed by one ortwo trustees on behalfofallthetrustees			. Signature		F PrintName	Name			Date of approval
		Li {ee	paly / ~		Professor C Fegan

CCXX R2 accounts (SS)

29/01/2026

Registered charity number (if any)[1104229

Haematology, Nottingham University Hospitals NHS Trust

SNIP Postcode

Names of the charity trustees who manage the charity

Pettitt | 2|DrGeorgeFo l ows||P SF Fegan ‘eae Walewska a LQ QC 9 A Q LQG 1GO £2 1 1 £5 G 1 1 1 AQ 0 SS SS SS SS ee apoE

TAR

March 2012

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

[Name|[Daattes][acted][if][ not][ for][ whole] year rs eas

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

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Type of governing document Constitution
(eg. trust deed, constitution)
How the charity is constituted Open: membership
(eg. trust, association, company)
Trustee selection methods Election
(eg. appointed by, elected by)
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Additional governance issues (Optional information)

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

e policies and procedures adopted for the induction and training of trustees;
e the charity’s organisational structure and any wider network with which the charity works;
e relationship with any related parties;
e trustees’ consideration of major risks and the system and procedures to manage them.

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Section C

Objectives and activities

	1.	The advancement ofeducation ofthe general public, in particular
		in the treatment ofthose suffering from Chronic Lymphocytic
		Leukaemia (CLL) and related disorders, through the promotion
		and conduct ofresearch and the publication and dissemination of
: a ee governing document	2.	allusefulresultsof suchresearch. The r liefofpers n sufferingfromCLLand relateddisorders, in particular byA)Thedevelopment and provision of policy 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 ofsuch 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 ofthe 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)

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March 2012

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

e policy on grantmaking;
e policy programme related investment;
e contribution made by volunteers.

section D

Achievements and performance

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March 2012

Section D Achievements and performance Summary of the main a ee the UKee : ee achievements of the charity GAUCaNO Ta) TOR OFF ANI Pao SG TNs TOMES Tae Ie : academic community, involving clinicians, basic/translational researchers during the year ; and patient groups. The scientific meeting in March is typically held in-person whilst the clinical meeting in October is a hybrid meeting. Attached to these scientific meetings, the charity executive committee meets to review our activity, financial position and plan ahead for activities in the subsequent financial year, these meetings have been well attended. The member base of the UK CLL Forum continues to expand, we have welcomed this year excellent colleagues from the CLL community into the forum and the executive committee. We appointed two new executive members [Dr N Chavda (Bristol), Dr D Dutton (Southampton) and Dr D. EL-Sharkawi (Royal Marsden Hospital)]. In particular we are pleased to welcome back a representative from Northern Ireland (Dr. David Waddell) into the committee, part of the UK that has not had representation in the charity for some years. The main achievement in activity has been the incorporation into the UK CLL forum of the UK CLL study group whose remit is to develop clinical trials. This group will continue to function under the umbrella of the UK Blood Cancer Research Network, but its governance, composition and membership will fall under the UK CLL Forum executive committee. The study group chair, Dr P Patten is an active member of the executive committee and will continue to work in close relationship with the UK CLL forum chair. This year the new treatment guidelines for CLL have been published, led by Dr. R. Walewska, and under the framework of the BSH guidelines. The guidelines set a new benchmark for treatment, incorporating the most recent evidence and the relevant targeted agents that are currently reimbursed in the UK. We have organised a basic education course, held during January in collaboration with CLL Support Association. This is a virtual course directed to the CLL community, bringing to the table the latest updates from the scientific conferences in the preceding calendar year.

We have continued to support trainees with travel awards to attend major conferences, so they have the opportunity to present their work. In this year we had an excellent participation in the iwCLL meeting, that led to travel support for over £6000 to participants from different centres in the UK. From the next year we will be pioneering an early career researcher forum that will be held in parallel to the scientific meetings. This young investigator meeting will allow young members of the CLL community to present their work, interact and build strong relationships for the future. In addition, we awarded the annual Hamblin prize and Catovsky Oral prize, of £500 each, and a Catovsky Poster Prize of £200. The current CLL Forum initiatives are: ¢ Running a basic CLL course (annually in the winter

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March 2012

section D

Achievements and performance

Ongoing CLL-focused educational session within the British Society of Haematology annual scientific meeting (Spring)
¢« A newsletter * Promotion of a vaccination booklet with CLLSA * Development of a guidance booklet for GPs * Collaboration with ERIC (European Research Initiative CLL) ¢ Collection of Real World Data (RWD) on: — EPIC project — UNCOVER using an NCRAS/PHE- database of 31,000 patients with CLL.
- Expanding travel eligibility for CLL scientists * Promotion of the national clinical trial MDT for CLL

After leading the UK CLL Forum Committee for the last 5 years, Dr Renata Walewska has come to the end of her term. She has been proposed as a new trustee in the latest executive committee meeting and has been formally appointed as a new trustee of the charity since October 2025.

Dr Walewska has been succeeded by Dr Nicolas Martinez-Calle, Consultant Haematologist in Nottingham. In addition, Dr Nilma ParryJones had stepped down as treasurer after a long tenure and has been replaced by Prof Jon. Strefford.

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March 2012

Section E

Financial review

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The charity is solvent
Brief statement of the
charity’s policy on reserves
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Details of any funds materially in deficit

Further financial review details (Optional information)

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

e the charity’s principal sources of funds (including any fundraising);
e how expenditure has supported the key objectives of the charity;
e 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)

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Full name(s) |Andrew Pettitt
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Pe a) |
eames eimai ai
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etc)

Date) 96.01.26

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