## **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**|**-**|
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