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2024-11-02-accounts

LIVE WELL WITH COPD FAREHAM AND GOSPORT

TRUSTEES REPORT FOR THE YEAR 2023 – 2024

8) Trustee Recruitment & Appointment :- Apart from the First Charity Trustees, every

trustee must be appointed for a term of two years by a resolution passed at a properly

convened meeting of the Charity Trustees.

In Selecting individuals for appointment as Charity Trustees, the Trustees must have

regard as to the skills and knowledge needed for the effective administration of the

CIO.

9) Charitable Purposes & Activities :- To relieve sickness and to promote and protect good

health for the public and benefit of those suffering from COPD, their families, and carers in the Fareham and Gosport areas by :-

10) Summary of the Main Achievements of the charity.

In the year 2023/2024 the group has had another successful year despite the deaths

of a number of members, notably including that of a founder member and trustee Richard Geall; however, they have been replaced by a similar number of new members. This has meant that we have been able to somewhat increase the numbers

attending our thrice weekly exercise maintenance classes.

On the social side we have held a stall at two local Fayres, and held several well attended Quiz nights and Skittles evenings. There have been quarterly excursions to

places of interest, determined by popular demand of the members. The Xmas party

was, again a huge success.

Our monthly meetings, at which we have both educational and entertaining speakers have

again been very popular and well attended. So all in all we have been able to successfully

sustain our aim of supporting all of those suffering from COPD and other health issues

in the Gosport and Fareham area.

We have continued to hold exercise classes three times a week with between 20 & 45

taking part. We gain new members mainly through the NHS Pulmonary Rehab referrals,

but also quite a few through word-of-mouth contacts.

Welfare :- The Welfare Officer has contacted 52 members who have been poorly and

sadly, some seven members have passed away. Funerals have been attended and visits

made with flowers, fruit and veg or chocolates.

To those who have been poorly, ‘Get Well Cards’ have been either sent or delivered.

Financial support for items has been offered and our mobility scooter has been loaned to

one of our members.

11) Financial Review.

A Profit and Loss Account for the year is enclosed. The funds for the group come from having a stand at local events such as the Vintage Car Rally, held on the late August Bank Holiday and the Annual Michaelmas Fayre. We receive a number of In Memorial Donations.

We hold a raffle at our monthly meetings and also a monthly raffle and these and refreshment sales also contribute to our funds.

DATE :- SIGNED ……………………………………………….

……………………………………………….

……………………………………………….

………………………………………………..

Sheet1 Live Well With COPD – Profit and Loss Account – 3[rd] November 23 to 2[nd] Nov Charity No 1175611

Debit

Credit

Leisuire Centre Hire
Trips
Refreshments
Christmas
Insurance
Computers
Printing
Welfare
Secretary's Expenses
Equipement
Total Income
Total Expenditure
Profit
9544.66
Excersise Classes
3933.34
Trips
24.94
Refreshments
583.76
Christmas
351.78
Donations
276.56
Polo Shirts
303.47
Memoria
159.58
Transfer – Petty Cash
417.69
Lottery
599.00
Outside Events
16194.78
Scooter
16579.46
16194.78
384.68
13073.30
270.00
354.34
662.50
100.00
70.00
1493.00
21.00
310.32
115.00
110.00
16579.46

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