Trustees’ Annual Report for the period
From 01 November 2024 To 31 October 2025
Charity name: LODDERS CHARITABLE FOUNDATION
Charity registration number: 1167248
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance such charitable purposes (according to the Law of England and Wales) as the Trustees see fit from time to time. |
| 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, 1.18 and 1.19 |
We support various local charitable purposes in the Midlands area every year through donations out of the funds we raise. They are wholly or mainly dependent on donations such as ours to be able to continue their work and deliver their public benefit. Our funds mainly come from donations, with the Trustees arranging additional fund raising activities from time to time. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees as a group have 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
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | The charity aims to support three or four local charitable purpose organisations. This year we began our support of the Rape and Sexual Violence Project, Spinal Muscular Atrophy UK and Public Hearts Defibrillator Campaign CIC. During the year to 31 October 2025 we made donations totalling £4,000. More substantial donations will be distributed in the following financial year. These organisations are wholly or mainly dependent on donations such as ours to be able to continue their work. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
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Review of the charity’s Para 1.21 The charity continues to be grateful for the
financial position at the end ongoing support of its main benefactor.
of the period Along with various smaller donations and
fundraising events the total receipts for the
year were £22,821, compared to £27,209 in
the previous year.
Donations paid out were £4,000, so the
cash funds grew by £18,821 to £41,796.
More substantial donations will be made in
the coming year.
Statement explaining the Para 1.22 The charity does not have a policy of
policy for holding reserves intentionally holding reserves. Funds held
stating why they are held at the year end will generally be distributed
in the following financial year.
Amount of reserves held Para 1.22 £41,796
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially in Para 1.24 n/a
deficit
Explanation of any Para 1.23 n/a
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 (including any fundraising) |
Para 1.47 | Donations |
|---|---|---|
| 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 | A decrease in donations. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CIO Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO – registered 20 May 2016 |
| 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 | Every trustee must be appointed for a term of not less than one year and not more than five years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees have regard to the knowledge and experience needed for the effective administration of the CIO. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | LODDERS CHARITABLE FOUNDATION |
|---|---|
| Other name the charity uses | LCF |
| Registered charity number | 1167248 |
| Charity’s principal address | 10 Elm Court Arden Street Stratford Upon Avon CV37 6PA |
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
David Lodder Chairman
Mark Miller
Alistair Howard Treasurer Resigned 13 March 2025
Katie Mann
Baldish Khatkar
Emily Brampton
Rhiannon Edwards Resigned 19 March 2026
Kimberley Brookes
Molly Davies Resigned 28 April 2026
Will Irving Treasurer Appointed 19 March 2026
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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
Trustee name Dates acted if not for whole year
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
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) Position (eg Secretary, Chair, etc) Date |
|
|---|---|
| William Irving | |
Treasurer |
|
| 5 August 2026 | |
| 5 August 2026 |
Charity Name No (if any) LODDERS CHARITABLE FOUNDATION 1167248 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/11/2024 31/10/2025
Section A Receipts and payments
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations, Legacies and Grants 21,698 - - 21,698 24,401
Fundraising Events 1,123 - - 1,123 2,152
Sponsorship Receipts - - - - 656
Sub total (Gross income for AR) [ 22,821 ] - - 22,821 27,209
A2 Asset and investment sales, (see table).
- - - -
Sub total - - - - -
Total receipts 22,821 - - 22,821 27,209
A3 Payments
Grants and Donations Paid 4,000 - - 4,000 27,610
Cost of Fundraising Events - - - - 1,335
Printing, postage, stationery and computer supplies - - - - 321
Accountancy - - - - 690
Sub total [ 4,000 ] - - 4,000 29,956
A4 Asset and investment purchases, (see table)
- - - -
Sub total [ - ] - - - -
Total payments 4,000 - - 4,000 29,956
Net of receipts/(payments) 18,821 - - 18,821 - 2,747
A5 Transfers between funds - - - - -
A6 Cash funds last year end 22,975 - - 22,975 25,722
Cash funds this year end 41,796 - - 41,796 22,975
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Section B Statement of assets and liabilities at the end of the period
| Categories B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities Signed on behalf of all the trustees B1 Cash funds |
Signature N/A Details Details N/A Details N/A Details N/A Cash at Bank Petty cash Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds to nearest £ 41,726 70 |
Restricted funds to nearest £ - - - OK Restricted funds to nearest £ - Cost (optional) - Cost (optional) - Amount due (optional) |
Endowment funds to nearest £ - - |
|---|---|---|---|---|
| 41,796 | - | |||
| OK | OK | |||
| Unrestricted funds to nearest £ - Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
Endowment funds to nearest £ - Current value (optional) - Current value (optional) - When due (optional) |
|||
| - | ||||
| Print Name William Irving |
Date of approval 16/4/2026 |