Merseyside Against Blood Cancers The Bloom Appeal Trustees Report and Unaudited Financial Statements For the Year 1st July 2023 to 30th June 2024
The Bloom Appeal Accounts and Trustees report 30th June 2024 TRUSTEES AbiLa Pointing MBE Dr Priya Bhatnagar Frank Donovan Dr Emily Hill Howard Lewis ( Appointed 2312120241 Gail Ann Aubrey ( Appointed 611112023) Elaine KinselL8 Sylvia Jean Segal PRINCIPAL OFFICE The Splne 2 Padc1ington VILlage Liverpool L7 3FA From 1°, OGtober 2023 SOLICITORS JaGkson Ganier 3RD Floor Walker Houso Exchange FLags Liverpool L3 3YL
BANKERS HSBC 991101 Lord Street Liverpool L2 6PG Co-op Bank Parker Street Liverpool L3 AGGQUNTANT5 Edward Robln80n FGA Chartered Accountant Grasmere House Liverpool L170ES
The Bloom Appeal th Accounts and Trustees Report 30 June 2024 Trustees Report The Trustees submittheir r6POrt and th6 financiaL statements of the BLOOM App8al for the year 18tJuly 2023 to 301h June 2024 INTRODUCTION Tha Charity is a Charitable Incorporated Organi8ation regi8tered with the Charity Commission on the 12" ofjune 2014. (Number 1157459) OBJECTIVES Tha objactive8 a8 Set out in the Document8 of 8S8OCiation are: The relief of poverty, sickness and mental and emotional distress of those persons with blood cancer. their families and carers To provlde funus to support research into bloo(I cancer, Its causes, treatment and Gure, and publish the re8uIt5 Of Such research. To advance the education of the pubLic, particularly those involved in the diagnosis, treatment and care of those sufferingfrom blood cancers. ORGANISATION The Trustees determine the general Dolicies of the Charity. Trustees are appointed by th8 Board of Trustees and serve for a period of three years, for a maximum of three terms. Tho momimum numbor of Truktaao io nino Although A quarurn of Four ia raquirod At any meeting. Tne Trusiee5 agree Ine Boara sirategy ana area of activltyfor the Charity, including consideration of fundraising, grant making, investment, reserves and risk management policies and performance, The Board keeps the skills requirementforthe Trustees under review. Where skills gaps ar6 itlentifi6d, Trusi666 may dppoint a nEwTIuoi66 frotn P6150no Knovvn10 Inem 01 recommended to the Board by Donors or Sponsors. The ultimata decision to appoint is m2tt@r for the Board of Trugtoes.
OBJECTIVES AND ACTIVITIES The Trustees continue to be guided by the objectives set out in the CIO Association document. The Trustees are mindful of their need to be appraised of current developments in the treatment of leukemia and related blood cancers and are therefore in continual dialogue with medical staff at the CLatterbridge Cancer Centre whose Contributions to the development of the Bloom Appeal are gratefuLly received. ACHIEVEMENTSAND PERFORMANCE The period under review is the ninth fullyear of activityforthe BLOOM Appeal. Duringthis period, we have focused on raising income to perform our charitable activities. To this end. the Charity has been successful indicatingthatthe public appreciate and support our activities. By th8 end of th8 period. we have been accepting and assessing grant requests in th8 total amount of £ 70832 We must thank the many individuals who have entered in to fundraising events on our behalf. Without their commitment and effort, it would not be possible to meet our objectives. We continue to look for Suitable projects both to ralse funds and for the Charityto support. While the Health Authorities and individuals continue to experience the effects of spending cuts, we wantto ensure that the monies we raise ar8 wisely spent and provide maximum benefit to patients. RESERVES The General Fund amounted to £166514.00 as at 30tn Juné 2024. This includes restricted fund8 of £85000.00 which were received during the period, which has been allocated to future grant giving, and patient support, the salary of a PHD Student, and a 15% retention which will Drovide the Charitywith sufficip.nt reserves to Avoid finaneiAI difficulties. The balance of reserves will be used to meet the Charities, aims. The trustees considerthe level of general funds to be prudent h8ving regard to the Charity's antiCiP2t@d future reouiroments.
COMPLIANCE AND STATUTORY REQUIREMENTS The Financial statements have been prepared on a receipts and payments basis, the governing documents does not require thatthe accounts are prepared usingthe accruals basis. RISK The major risks to which the Charity is exposed as identified by the Trustees h8ve been reviewed and systems have been established to manage those risks. The Trustees who were in office at the date of approval of these financial statements have confirmed as far as they are aware, that the accounts are true and fair. ..Trustee Date . Date
The Bloom Appeal th Accounts and Trustees Report as at 30 June 2024 INDEPENDENT EXAMINERS REPORTTO THE TRUSTEES OFTHE BLOOM APPEAL I report on the Accounts of the Charityfor the year ended 30th June 2024, which are set out in the following pages. RESPECTIVE RESPONSIBILITIES OFTRUSTEES AND EXAMINER The Charity's Trustees are responsible for the preparation of the accounts. The Charity's Trustees considerthat an audit is not required for the year under section 144 of the Charities Act 2011{the Charities Act) and that an independent examination is needed. It is my responsibilityto: Examine the Accounts under section 145 of the Charities Act. To follow procedures laid down in the general Directions given bythe Charity Commission under Section145 {50(b) of the Charities Act and To state whether any matters have come to my attention.
THE BLOOM APPEAL Receipts and Payments for the Year Ended 30th June 2024 2024 2023 LIntrICIr[ BRstri£t£d Unrestricted Restrlcted Funds Funds Donations Received 62078 85000 47865 19000 Bank Interest Received Events 2805 13921 2180 12263 Total Recelpts 78804 85000 62308 19000 Payments Cost of Fundralsing Mlsc Expenses Grants and Donatlons Rent Admlnlstration Costs Events 3650 1208 70832 8365 780 42961 521 6717 11494 1332 21981 3457 Total Payments 102460 70838 Net of recelpts { Payments ) -23656 -8530 Cash Funds lastyear 191486 Cash Funds thls Year 81514 85000 191486 19000
During my examination no matter has coma to my attention which gives me r8asonable cause to beLieve that in any materiaL respect the requirements: To keep accounting records in accordance with Section 130 of the Chariti8s Act 2011 and To prepare account8 whlch acGord with the accounting record8 and comply with the accounting requirements of the Charities Act 2011 Have not been met. orto which in my opinion atténtion should be drawn to en8bLe a proper understanding of the accounts to be reached. 7 r Edward Robinson FCA Chartered Accountant Grasmere House Liverpool L17 OES
The Bloom Appeal Accounts and Trustees Report For the Year Ended 30th June 2024 STATEMENT OF ASSETS AND LIABILITIES Forthe Year Ended 30th June 2024 2024 Unrestricted Restricted Funds Funds 2023 Cash at Bank 81514 85000 191486 19000 There are no assets retained forthe Charltles own use There are no liabillties due to suppliers ACCOUNTING POLICIES The Flnanclalstatements have been prepared on a receipts and payments basis FUNDS ACCOUNTING Durlngthe reporting perlod the Charlty received £60000 of funds that are designated for grant applications The remaining funds are unrestrlcted and may be spent on any legitimate charitable aim as laid down bythe Charities governing document With the exception of £22000., whlch Is ongolng fundinA of a PHD student.