Caudwell LymeCo Charity
A Charitable Incorporated Organisation Trustees’ Report and Financial Statements For the Period from 01/01/2024 to 31/12/2024 Charity Registration Number: 1169342
Contents Page Trustees Report 1 Receipt and Payments Accounts 4
Trustees Report
For the Period from 01/01/2024 to 31/12/2024
Reference and Administration Details
Charity Name: Other names charity is known by: Registered charity number:
Caudwell LymeCo Charity Caudwell Lyme Disease 1169342 Broughton Hall, Broughton, Eccleshall, Stafford, ST21 6NS
Trustees who manage the charity:
John Caudwell (Chair) Michael Fenton Joanna Seabright (resigned Dec-24) Emma Sandbach (resigned Dec-24)
Structure, Governance and Management
Caudwell LymeCo is a Charitable Incorporated Organisation (CIO), and is governed by a foundation model constitution document.
The Charity is governed by a Board of Trustees which comprises a chair (John Caudwell) and three further trustees. Trustees are recruited to ensure a broad range of background and skills.
All trustees give their time voluntarily and receive no remuneration or other benefits. The main benefactor of the Charity, John Caudwell, covers the core operational and administrative costs of the organisation. Therefore, all further fundraising income can be put directly towards accomplishing the objectives of the Charity.
1
Objectives and Activities
The objectives of the Charity are:
1. To promote and protect the physical and emotional health of sufferers of Lyme disease and associated diseased and medical conditions in the UK and beyond through the provision of support, education and practical advice;
The Charity achieves this through providing evidence-based information on its website, www.caudwelllyme.com free of charge to the public.
2. To advance the education of the general public throughout the UK and beyond in all areas relating to Lyme disease and associated diseases in particular but not exclusively by raising awareness, providing information and educational materials and disseminating research, for the benefit of all Lyme disease sufferers, both diagnosed and currently undiagnosed.
The Charity achieves this through disseminating promotional material to targeted areas to reach the public and through the materials on its website.
3. To promote, sustain and increase individual and collective knowledge and understanding on the subject of Lyme disease and associated diseases and medical conditions amongst medical professionals, healthcare providers and the scientific community in the UK and beyond, by collating and disseminating research, by carrying out research and by making grants to fund such research as the trustees see fit from time to time for the public benefit, and to publish the useful results of that research, and through such other means as the trustees see fit.
The charity achieves this through its medical research programme and grant funding.
In planning our activities for the year we kept in mind the Charity Commission’s guidance on public benefit at our trustee meeting.
Achievements and Performance During the Period
The Charity remains in a transitional phase following the conclusion of the research project with the Liverpool School of Tropical Medicine in the prior reporting period. No new charitable activities were undertaken during the year. The Trustees continue to assess suitable opportunities to further the Charity’s objectives and to ensure the effective utilisation of the remaining funds.
The Charity’s website and the resources it provides continue to offer valuable support to those affected by Lyme disease.
2
Financial Financial Review Review
With With the the support support[of] of the the major major benefactor benefactor (Mr.[(Mr.] Caudwell) Caudwell) meaning meaning that[that] the[the] administrative,[administrative,]
operational operational and[and] payroll payroll costs costs[of] of the[the] Charity[Charity] are are covered covered outright, outright, every every further further pound pound that[that] is[is]
donated donated is[is] put put directly directly towards towards accomplishing accomplishing the[the] objectives objectives of[of] the the charity. charity.
The The primary primary expenditure expenditure of of the the charity charity in in the the year year has has been been to to support support these these fund-raising fund-raising efforts efforts and and
on on[the] the research research project. project.
The The Charity Charity has has no no specific specific policy policy on on reserves reserves as as the the running running costs costs of of the the Charity Charity are are covered covered by by the the main main benefactor. benefactor. Therefore Therefore[all] all unspent unspent donations donations which which are are not not from from the[the] main main benefactor benefactor are are held[held]
in in restricted restricted reserves reserves and and will will be be specifically specifically used used for for the the purposes purposes of of accomplishing accomplishing the the Charity's Charity's objectives. objectives.
The The trustees trustees declare declare that that they they have have approved approved the the trustees’[trustees'] report report above. above.
Signed Signed on on behalf behalf of[of] the the Charity Trustees: Charity Trustees:
Signature: Signature:
Full Full name: name:
----- Start of picture text -----
~e > 2) dX arrow
Michael Michael Fenton Fenton
----- End of picture text -----
Trustee Trustee Position: Position:
Date: Date: ay Ocrober LOAS
3 3
Registered No. 1169342
Caudwell LymeCo Charity
Receipts and Payments Accounts
For the Period from 01/01/2024 to 31/12/2024
Figures are disclosed to the nearest £.
Statement of Receipts and Payments for the period:
| Receipts Unrestricted Donations Restricted Donations Interest Income Total Receipts Payments Payroll Costs Marketing and Promotional Materials Costs of Raising Funds Research/Awareness Raising Activities Expenses Total Payments Net of receipts/(payments) Transfers between funds Cash funds last year end Cash Funds This Year End |
Unrestricted Funds 2024 Restricted Funds 2024 Total Funds 2024 £ £ £ - - - - 1,904 1,904 - - - - 1,904 1,904 Unrestricted Funds 2024 Restricted Funds 2024 Total Funds 2024 £ £ £ - - - - - - - (490) (490) - - - - - - - (490) (490) - 1,414 1,414 - - - 30,188 128,575 158,763 30,188 129,989 160,177 |
Last Year 2023 £ - 6,436 4,374 |
|---|---|---|
| 10,810 | ||
| Last Year 2023 £ - - (458) (5,704) - |
||
| (6,162) | ||
| 4,648 | ||
| - 158,763 |
||
| 163,411 |
Statement of Assets and Liabilities at the end of the period:
| Unrestricted | Restricted | |||
|---|---|---|---|---|
| Funds | Funds | Total Funds | Last Year | |
| Cash funds | 2024 | 2024 | 2024 | 2022 |
| £ | £ | £ | £ | |
| Cash held at bank: | 30,188 | 129,989 | 160,177 | 158,763 |
4