Trustees’ Annual Report for the period
From 01/01/24 Period start date To 31/12/24 Period end date
Charity name: Lodsworth Local Care
Charity registration number: 1164909
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve the needs of members of the local community in the parish of Lodsworth, by the provision of community transport services, access to mobility equipment and defibrillators and social contact. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Maintaining regular contact and support for older parishioners, providing transport to medical appointments, collection of prescriptions, hosting monthly lunches, providing mobility equipment to borrow, maintaining defibrillators. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have exercised due regard to the guidance issued by the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | A new committee and Trustees took over the running of Lodsworth Local Care in February 2024. The whole village is very grateful to the previous committee who tirelessly set up, built up and maintained the charity since its inception in 2015. Throughout 2024, our volunteers have driven older village residents a total of 738 miles on twenty seven trips, taking them to medical appointments. These vary from short local drives to longer trips to hospitals in adjacent Health Trusts. We hosted ten monthly lunches for older residents in the village, including well- attended Christmas Lunch, which had a wider invitation list of people who kindly support the charity. We loaned out and delivered mobility equipment to local residents, as well as cleaning, maintaining and painting the equipment storage shed. We have regularly maintained the defibrillator and are hoping to arrange a CPR course for interested residents of the village as well as the volunteers. We have been a permanent and accessible presence in the community, providing assistance for anyone that needs it. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We have managed to secure donations from other groups in the village, to offset the increasing costs of hosting lunches. This enables social contact to isolated parishioners to be maintained. |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | In credit. Please refer to separate Treasurer’s Report and financial summary. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | To enable the charity to continue to provide services in a climate of rising prices and to continue functioning for a year in the event of a loss of funding from donations. |
| Amount of reserves held | Para 1.22 | Approximately £4,000 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Association |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection 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 |
Para 1.25 | Committee elected |
Additional information (optional) You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other
Reference and Administrative details
| Charity name | Lodsworth Local Care |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1164909 |
| Charity’s principal address | Netherfield Vicarage Lane Lodsworth GU28 9DF |
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 (if any) |
|---|---|---|---|---|
| SallyLewis | Lodsworth Local Care | |||
| Alison Cahill | Lodsworth Local Care | |||
– Corporate trustees names of the directors at the date the report was approved
Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a | ||
Funds held as custodian trustees on behalf of others
Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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
Lodsworth Local Care Treasurers Report Year Ended 31 December 2024
Lodsworth Local Care (LLC) was very fortunate to receive financial support from several Lodsworth organisations during the year, namely the Lodsworth Parish Council, Lodsworth Fete Committee and Lodsworth Community Trust.
Their support has enabled us to continue providing a monthly lunch club for residents in the locality together with the addition of a catered Christmas luncheon and a visit to the Hollist Arms village pub when the village hall was unavailable.
Our main expenditure was for the monthly luncheons at a net cost of £1651. This included £383 for the catered luncheon in December 2023 not expensed until January 2024. The catered Christmas luncheon was our largest expense at a net cost of £722 but donations from the Fete Committee were specified to cover this cost. The Lodsworth Community Trust donation was used to supplement our contribution for use of the village hall.
Sundry expenses comprised mobile telephone charges, a thank you for an outgoing member and paint for maintenance of the equipment shed.
Insurance was provided by Policy Bee at the same cost as last year.
At the end of the financial period we had a surplus of £84.
Lodsworth Local Care Income and Expenditure Year Ended 31 December 2024
| Lodsworth Local Care Income and Expenditure Year Ended 31 December 2024 |
||
|---|---|---|
| INCOME Donations: Lodsworth Parish Council Lodsworth Village Fete Outlook (Lodsworth Community Trust) Sundry donations Receipts: Lunch Club EXPENSES Insurance Lunch Club Sundry SURPLUS MOVEMENT OF FUNDS Opening Balance Closing Balance Bank 3958 4099 Cash 71 14 INCREASE IN FUNDS |
£ £ 400 1000 400 160 1864 3824 101 3515 124 3740 84 Net Movement 141 -57 84 |
£ 400 1000 400 160 1864 |
| 84 | ||
| Net Movement 141 -57 |
||
| 84 |
| Charity Name | No (if any) | ||
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| For the period from |
01/01/2024 | 31/12/2024 To |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 400 1,560 1,864 - - - - - 3,824 - - - 3,824 101 3,515 35 89 - - - - 3,740 - - - 3,740 84 - - 84 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 400 1,560 1,864 - - - - - 3,824 - - - 3,824 101 3,515 - 35 89 - - - - 3,740 - - - 3,740 84 |
Total funds to the nearest £ 400 1,560 1,864 - - - - - 3,824 - - - 3,824 101 3,515 - 35 89 - - - - 3,740 - - - 3,740 84 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Grant | 400 | 400 | ||||
| Donations | 1,560 | 850 | ||||
| Lunch receipts | 1,864 | 75 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
3,824 | 1,325 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 1,325 | ||||||
| Insurance | 101 | 101 | ||||
| Lunch expenses | 3,515 | 231 | ||||
| Equipment and maintenance | 312 | |||||
| Telephone charges | 35 | - | ||||
| Sundry | 89 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 3,740 | 644 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 644 | ||||||
| 84 | - | - |
84 | 681 | ||
| - | - | - | - | - | ||
| - | - | - | - | - | ||
| 84 | - | - |
84 | 681 |
CCXX R1 accounts (SS)
1
| Section B Statement | ofassets | andliabilitiesattheendoftheperiod | andliabilitiesattheendoftheperiod | |
|---|---|---|---|---|
| Unrestrlctad | Restricted | Endowment | ||
| Catego.rtes | Details | funds | funds | funds |
| 81cashfunds | on■u•t£ t .... |
tonu..at£ |
toneaffft[ | |
| CMhiihand | 14 | |||
| - | ||||
| _Totalcall_funds ..113 |
||||
| (..-b11t..,..wlh1.....adpu,ntc ~-" |
||||
| ~ | ||||
| Unrestrlcl8d | R•trlct.d | Endowment | ||
| 82Other monetary assets | Details | funds ton 11,i: |
funds ton■■rNt£ |
funds tone■19St£ |
| 83Investment assets | Details | FundtDwhich _...belonns |
Cost(optional) | Currentvalue otional |
| 84Assetsretainedforthe | Details | Fundtowhich assetbelonns |
Cost(optional) | Currentvalue o t1onal |
| charity'sownuse | ||||
| B5 Liabilities | Details | Fundtowhich r ........a■-11 |
Alnountdue (oPtional|'Miendue tional |
|
| S4gnedby oneortwo trusteeson | ||||
| behalfofauIletrustees | Print Name | I Dateof |
||
| CCXX R2 accounts (SS) |