## **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** |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** **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 ||||**UnrHtrlcted**|RNtrlcted|fund•|Endowment| |---|---|---|---|---|---|---| ||||fund•|||funds| ||Details||**torw•Nt£**|||**torwarnt£**| |**B2 Othermonetaryassets**||||||| ||Details||**F\nltowhlchauet**
belonas|Coat~)||**Cwrenlvalue**
**loational)**| |B3Investmentassets||||||| ||||**fundlowhlchaset**|||**Qnwltwlm**| ||Details||**belonas**|||(aplicnal)| |B4Assets**retainedforthe**||||||| |charity's**ownme**||||||| |||I||||| ||||Fundlowhich|||| ||Details||llallllltyret-.|||| |**B5Liabilities**|**catartng&applesllac**2025||lhmldcted||291|| |Signedbyoneor**twotrultees on**
behalfofalthe trustees|||~|
Name||Daleofapproval| ||1;£ffi||LL~|a-,|||