## **Trustees’ Annual Report for the period**
**From 01/01/21 Period start date To 31/12/21 Period end date**
## **Charity name:Lodsworth Local Care**
## **Charity registration number:1164909**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 To relieve the needs of those
of the charity as set out members of the local community
in its governing in the Parish of Lodsworth who are
document elderly, poor, people with young
children or living in isolated areas
of theparish in particular but not
exclusively by the provisoin of the
a community transport service,
access to mobility equipment and
defibrillators, assistance and
information
Summary of the main Para 1.17 and Safeguarding of the vulnerable.
1.19
activities in relation to Maintaining regular contact with
those purposes for the vulnerable parishioners
public benefit, in Maintained village defibrillators
particular, the activities, Provide transport to medical
projects or services appointments
identified in the Collection of
accounts. prescriptionsContinuation of
Foodbank Collection
Launched monthly lunch club for
the elderly
Provided mobility equipment
General support to the bereaved
and elderly
Statement confirming Para 1.18 Trusteed exercised due regard to
whether the trustees guidance issued by Charity
have had regard to the Commission
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
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Para 1.38
Policy on social
investment including
program related
investment
Volunteers transported
Para 1.38 parishioners to medical
Contribution made by appointments and assisted at
volunteers monthly lunch club
Other
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## **Achievements and Performance**
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SORP reference
Safeguarding of the elderly and
vulnerable
Creation of monthly social event to
Summary of the main reduce impact of social isolation
Para 1.20
achievements of the We are a permanent presence in
charity, identifying the the community and at people’s
difference the charity’s beck and call whenever a situation
work has made to the arises where assistance and
circumstances of its support is needed
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
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Investment performance Para 1.41 against objectives Other
## **Financial Review**
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Review of the charity’s Para 1.21 In credit
financial position at the
end of the period
Statement explaining the Para 1.22 n/a
policy for holding
reserves stating why they
are held
Amount of reserves held Para 1.22 Nil
Reasons for holding zero Para 1.22 We are income dependent upon
reserves donations
Details of fund materially Para 1.24 n/a
in deficit
Explanation of any Para 1.23 Nil
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 COMMITTEE ELECTED
methods including details
of any constitutional
provisions e.g. election to
post or name of any
person or body entitled
to appoint one or more
trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name LODSWORTH LOCAL CARE
Other name the charity
uses
Registered charity 1164909
number
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Charity's principal
address
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Martin Lesteer LODSWORTH LOCAL CARE
2 Lesley Shaikh LODSWORTH LOCAL CARE
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** MARTIN IVOR LESTER
**Position (eg** COMMITTEE MEMBER **Secretary, Chair, etc)**
**Date** 17/10/2022
|SectionA|and|and|||||||
|---|---|---|---|---|---|---|---|---|
|||Unrestricted
funds||Restricted
funds|Endowment
funds|Totalfunds|Last year||
|||to thenearestf||to the nearestf|to the nearest €|to the nearest€|to the nearestE||
|||||||257||440|
|||||||125|||
|||||||382||440|
|l(seetable).
I
r
%r---------rt|||||||r---:]
r-------||
|Total receipts||||||382I|l_q||
|A3|||||||||
|insurance
.ransport|||366
80|||366
80|f------
3451
f-------:--l||
|inpaid bills from 2020|||220|||220|||
|edmin|||70|||70||20|
|;hedupkeep|||75|||75|||
|unch club costs|||379|||379|||
|:quipment||||||||256|
|Sub|total||1,190|||1,190||621|
|Total payments|||1,'t90|||1,190|||
|Netofreceipts/(payments)|||80t|||808|||
|A5Transfersbetweenfunds|||||||||
|AGCashfundslast year end|||||||||
|Cashfundsthisyear|end|W|808||W|808|||
|SectionBStatement|of assets andliabilitiesatth|e end ofth|eperiod||
|---|---|---|---|---|
|||Unrestricted|Restricted|Endowment|
|ffiategeirilull||funds|funds|funds|
|||tonearest€|tonearestt|tonearest€|
|BlCashfunds|bank account||||
|||||:F---=|
||Total cashfunds||||
||(agree balanceswithreceipts and payments||||
||acmunt(s))||||
|||Unrestricted|Restricted|Endowment|
|||funds|funds|funds|
|||||-|
||ffimtails|to nearest €|to nearest e|tonearest€|
|82Other monetary assets|||||
||DetaiIu|Fund towhich|Cost (optional)||
|83lnvestment assets|||||
||ffir,m,toils|Fundto which|Cost (optional)|Current value|
|84 Assets retainedforthe|||||
|charity'sown.use|||||
|||Fundto which|Amountdue|Whendue|
||ffi,H{;rlilllii||||
|85 Liabilities|||||
|Signedbyoneor twotrusteeson
behalf ofall the trustees|Signature|Print Name|||
|||MLESTER|||