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2025-12-31-accounts

Trustees’ Annual Report for the period

From 01/01/25 Period start date To 31/12/25 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 Throughout 2025, our volunteers have
driven older village residents a total of
608 miles on twenty-five 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 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 assisted various villagers with IT
and digital issues such as online form-
filling and applications. 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.
We have also received some donations
from local residents, for which we are
very grateful. This enables social contact
with 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 at
least a year in the event of a loss of
funding from donations.
Amount of reserves held Para 1.22 Approximately £7,500
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

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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

Charity Name No (if any) Lodsworth Local Care Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/01/2025 31/12/2025

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
400
4 026
2 216
-
-
-
-
-
6 642
-
-
-
6 642
73
2 955
78
60
110
-
-
-
-
3 276
-
-
-
3 276
3 366
-
-
3 366		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
400
4 026
2 216
-
-
-
-
-
6 642
-
-
-
6 642
73
2 955
78
60
110
-
-
-
-
3 276
-
-
-
3 276
3 366		 Total funds
to the nearest £
400
4 026
2 216
-
-
-
-
-
6 642
-
-
-
6 642
73
2 955
78
60
110
-
-
-
-
3 276
-
-
-
3 276
3 366		 Last year
to the nearest £
Grant 400 400
Donations 4 026 1 560
Lunch Receipts 2 216 1 864
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 6 642 3 824
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
3 824
Insurance 73 101
Lunch Expenses 2 955 3 515
Equipment and maintenance 78 -
Telephone Charges 60 35
Sundries 110 89
- -
- -
- -
- -
**Sub total ** 3 276 3 740
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
3 740
3 366 - - 3 366 84
- - - - -
- - - - -
3 366 - - 3 366 84

CCXX R1 accounts (SS)

1

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