## **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|