CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, annual report (including Directors, report) for the period from: 01 October 2022 to: 30 September 2023 Charity name. Chronic Lymphocytic Loukaemia Support Association UK (CLLSA) Charity registration number: 1178482 Objectives and activities Summary of the purposes ofthe charity as set out in its goveming document Parn 1.17 1. To reheve sthess and to preseTve and otect heallh by provKling support to chionrc mphoeyts"e leuksemia ICLLI patients and thelr f3re¥5. (CLL irthles sim related nllIOnS Jch as SLL). 2. To thance public edu¢alb)n in CLL related mattws primarily in the UK thrwgh putrAicatsons 3. To te and sur4)ort suentific research to the treatrrt and care of all CLL patients. Surnmary ofthe main activrttes in relion to those pUoSeS for the public benefit. in paTticuL3r. the activities, projecls or services identified in the accounts. Para 1.17 and 1.19 1. The provision of up to date and accessible rmation atx)ut CLL. the ran9e of treatments rjjrrentty available and the latest research into the and treatment of CLL, throLb9h the Charty's Web.te, webinars. member fe[w. pUbjt¢alp and a telophone helplme. 2. The de¥eWient of opplun8 to share undefstandirKJ and personal exFerience by bnnging CLL paberts together. and by creating muttjal $upp(xt yroups and net51$. 3. AdirvJ as a voK tr CLL patients. repent9 their intets vAth the phamiaceubcal industry, clinicians, NHS, cancer care pdicy and drug regulatory authoriti.es. nding and commis5K)ning group5 and 4. The prrttnotlw ofan aw4reness of CLLS togelher wrth its rde amongst heath care providers and decision makers, provmlers of non- and seryices, other blood canlx pabent gr(wps and the wider publ.
Statement confiming whether the trustees have had regard to the guidance issued by the Charrty Ce)mmissK)n on public benefit Para 1.18 In urKlertakit)g these actiwues, the Trustee8 confim that they have had regard to the guidance isswl by the Charity Commission on the matter of pubFic benefiL Additional inforniation (optlonal) You may choose to include rther Ststements relant about SORP rèf•r•rt• Para 1.38 Policy on grant making Policy on social investment induding Program related Investment Para 1. Contriljuts'on made by volunteeT8 Para 1.38 Other Achlevements and pertomiance Summary of the main achlevemenls of the charty, Identlfying the differsn¢e tho charity's w)rk hats made lo th• clrcumstances of its benefiGiaries and any vAder benefits to Sodety as a whole. Pira 1.20 Every member of the 8oafd of TTUStee8 has been affected personally by CLL. either as a p81ienl or through a do88 personal relalSon6hSp wlth a pati( and accordingty is well placed lo judge needs of CLL patients and their Sup[er3. V¥lth the a8sistarKe of dedicate(I part time members of staff, every individual Trustee Is both dtrectty and he•vlly Invth•d In th• d•livèry ol th• support servtrx$ that the Charity has to offer. In re¥ect ofthe makn a¢itieS urthrtaken in relalion to its objecti'ves, and e09n1$in9 the onwng ¥ulneTabte nature of CLL patients, during the year under review the Charrty has Continued to kn challenges as it emerged from the CovKI- 19 pandemic. Against that background, the Charity h•$:. 1. Reinlroduced IpersOn member conferences as well a$ ojntinuing to promde online webinar pre¥entalion3. These presentation5 continued to be fronted by many of the le8ding experts in the fiehj of the treafment of CLL. 2. Continued its Close CollabatiOn with the UK CLL FonJm, thus helping the Forum to bridge the gap betsen Scientists. Cliniuans and Patients.
- COntinl ts WOTk wilh the Blood Cancer Allianee and with Cancer52 to womole the terests ofthose suffering from blc¥xl carKers gerw4. arnl Irom CLL paiUlr.
- continLd ¥ilh the deveknpment and roll out of ils Supyt ACT prc¥Jramme, offering use access to gurdan¢e and support to help onprove the welkbeing of CLL paknts and S. Produced and available a second shjrt animalion digned to inform paInts of variou$ of asi)g¢ts of th¢ disease that patients may exFCt to enter on their CLL )umey.
- Conlfinued to makntsln a I•phor helpll 8eNiee that is available to offer immediate 6UPPOrt and gdance to CLL patients and thelr
- Continued to participatè In partnering arTangerrnts ith major pharmaceutical ecrfnpanS dene0 to offer th)se compan$ kèy ins4hts into the way bch treatments fry CLL impact on the Ilve$ and wellbelng Ot
- Condnued to berffl from donatlons and fundrais4ng acarth that undertaken by ils supporters.
- Continued to benefft also from fvnding provided by gfant makln9 organlsati¢)ng and by trt phamixeutical industy. Additional infornialion loptlonal) YoLt m•y ¢h¢)o#e to ilde fuflher •tatemerrt8 relevant aboutr. Achievements agalnst oty'e¢tives sel P•rn 1.41 Performance of fundraising activities against 0.eLIbVets 8et Parn 1.41
Investment Ferforniance against obJ'e¢tives Para 1.41 Other
Financial review Review of the charity's financial positKJn at the end of the peri&J Par& 1.21 statement explaining the poltey for holding reseryes statlng vkny they are held Parn 1.22 The Charity aims to maintain readity realrJable reseryes that be the aleNt offy¥o years of its anticipated norynal level of annual runnHYJ costs. Should it be that ¢4m$tance5 arose resutted in a sigrwficant bss of incoming finarKial re60urces. that level of reseffts V•Duld enable the Charity to continue to provxle essential support SerVeS to CLL patsents and their supportets for an extendejj. The TnJst8es have also agreed that, a5 a minvnum. an anK>unt that 18 the eqLMvalenl of 150% of 12 month8, P¥ exwnditur& sttoLbld be hekl the fomi of IK4uid r*ser¥•s to ensure bolh continued financial security and to provide In ¢JeterminirvJ these figures, Ihè Trustees have considered the need to hold back some fvnds as re8eive8. Using the categone8 8et out in the Chaiity Comfftssion Guhlance D¢xJJm&rt CC19'. Charty rnsms.. twlding Tr$lien¢e. Amount of r088rv88 hokl Parn 1. At th& end of Iho porK th& Charty held rnBeNe# of£326.234 Reasons lor holdlng wo rè8èrv88 rn 1.22 NIA Detalls of fund matedalty In dellcit P•r• 1.24 Nr Explanation of any urLertainties about the chanty continuirwJ as 90ing concem Para 1.23 in the irnryjKteLY foreseeable fvlure Addltlonal Inforniallon (opllonal) You may thoose to include further statoMe relet aboul: The charity'5 prinopal aources of funds lincludlng any fundr81singl Para 1.47 Investment policy and objectives including any soual InStment pdi¢y adopted Para 1.46 A description of the principal sks faclng the charity Para 1.46 Other
Structure. governance and management Descripts'on of charity's trusts.. Type of goveming document.. Para 1.25 Tntsi Deed daled May 2018 How is the charity constitut Para 1.25 Clwilth Incorpyated Org8nis81ion TTuslee selection method including details of any eon8tStutktinal provlsions Para 1.25 Ele¢tm by a mwity ofthe exi51ing Tru8tee8 Additional inforniation (optional) You mgy choose to include fiJrther ststements there relevant a. Policies and prcKedures adopted for the Induct and training of trustees Para 1.51 The charity's otganisational 8tnJcture and any wider with %thich the chanty works Para 1.51 R8latlon8hlp wtth any rnlated pa'e¥ P•r• 1.51 Other Ref•ronco and admln18trntlvo dotall8 Charity name Chronlc Lymthyllc L•uka•ml• Support A8•ocl•tlon UK ICLLSA) Other name the charNy use8 (11 CLL Support 1111 CLL SupportA••oclotlon Registered charity number 1178482 Charity'8 Principal address Sults 112- 8 Th• Bridg•. chipp*M. vfilts. SN1S 1FY Names of tho charity trustees manage the charity of rn0 lor botyl entitled to appolnt trustse Wa TnAts• Mm• oir<¥ 111 •ry) D•ts• a¢ ff notforw1le ymr Auckland, Marc Beazley, Ruwt Gardom. Brian Grant, Norah Greensmyth, John Holland, Anthea Chair {to 17.04.2023) 1.10.2022 to 17.04.2023 1.10.2022 to 19.12.2022
Lindsay, Hilary Mercer, Frank O'Neill, Michael Troke. Lewis Wiegman. Gail Steffi Sutters Debra Yates Chair {frtTh 17.04.2023) Treasurer 1.10.2022 to 19.06.2023 10 1.10.2022 to 10.08.2023 12 19.12.2022 to 30.09.2023 20.12.2022 to 30.09.2023 13 14 Steven Abrahams 19.06.2023 to 30.09.2023 15 Andrew Taylor 19.06.2023 to 30.09.2023 CofEorate trustees~ names of the dirtorS at the date the Dlrector namo wasa NIA Name of trustees holdlng tltle to property belonglng to the charity D•1•• •¢tsd Ilnot iorf*hol• NIA Tnmtse namg Funds held as custodlan trust•os on behalf of otherd Descript4on of th• a$s•ts h•hJ in this capacity Non• Name 8nd obieets of th• charity on whose behaff the assets ale held and how this falls withln the custodian charity's objects NIA Delalls of arrangements for 8af8 custody and segfegaliM of such as$el$ from the charity. own assets WA Addltlonal Infomiatlon {optlonal} Names and addresses of advisers (optional inforn)ation) of adviser Nam• Address Name of chiof executive or names of senior staff mombers (optional infonnatlon)
Exemptlons from dlsclosure Reason for noTrdisclosur8 of key perS(ne1 details Declarations Th8 company has tak•n ad¥antag• of th• small companieJ' exemption in th• r•port alx)ve. Th• trust••s d•clar• that tlxy hav• apwov•d th• tru•t•w' r•port Onckrfling dirn¢torn' ¥•portl abovo. Slgn•d on b•half of th• charfty's InMt•Mldlr•clo Slgnaturelsl Full nam•l8) Posltlon Hilary Llndsay Andrew Ta Chair Treasurer Dato 301
CHARITY COMMISSIO FOR E14GLANO ANO WALE 11784882 Receipts and payments accounts CC16a To 0111022 3DIOV2023 Section A Receipts and payments Unr•strK¢•d fvnd• Restricted E)dowm¢ni nds Totsl fvnd• La¥tytsr A1 R•¢èl DonatK>ns Giants GrfiAWJ 124 124 1194 dePFInto[e8t ub total{Gross Incomg for 11W 111047 141.M2 A? A¥wt and InYè8tmwrt sal••. 18•8 table). Sub total Tot& rn¢Pts 116.047 141,882 A3Pa •nt• 11WT 37A1S 17M6 3•.897 31268 14,336 r(dnhtr8tyon Fundrai8iDg Sub tot•1 87.302 A4 As8Ot and Inv•stm•nt urcha6e8 889 table Quoted investment hotdi 49.M7 Sub ¢ot•l 4gJ 49.36T 217.676 217.676 87.302 Ngt ofr•c•lptsl(payments) AS 7ran5fgrs boh¥•on f13 A6 Cash lunds la81 •nd Cash fvnds thls year end 101.628 101.628 54,5EO 3n.495 276.967 378.49$ 2T6.867 323,915 378.495 CCKX Rl x(tyJnts ISSI 1210312024
Section B Statement of assets and liabilities at the end of the period UnrEStrithd Restricted Endowrnent bJnMrMt£ to nMr•st£ B1 C•8h fund8 276,867 fund$ tonMrnst£ D(Ltai's B2 Olh•r mon•tsry 418•ts 4tn Q07 447 lop¥on• B3 InVtt a•••ts Detalls 84 A•ts r•talnod fvr th• ¢hArlty'• ¢) 95 Llabllltl•• Skjnad by ¢In•ar m¥ts• bghamof tWg1889 roval C(JX R2 xox*ts(SSI 1210312024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examiner's Report R8POrt to the trusteesl mgmbèrs of Chwrty Chronic Lymphocybc Leukaemia Support Association UK (CLLSA) On accounts for the year ended 30 Septemb8r 2023 Charlty no lif any) 1178482 Set out on page8 If•¥wi¥¥ to irrJL#1e t1 OfJtht*nII stnet#l I r&port lo the trustees on my examination of the a¢UnIS of the above thatity {Ihe Trust? for the year ended 30109f23. Responsibilities and As the charity trustee5 of th8 Trust. you are responsib18 for the preparation ba81$ ol r•port of the acwunts in a¢¢ordan¢e with the requiremenls of the Chariliss Act 20111.the Acl.). I report in resp8Ct of my examination of th8 Trust's accounts Carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed the appliCae Directions given ty the Charfty Commlsslon under section 145(5}Ibl of the Act. I have completed my examination. I confimi that no rnaterial mattèrs have come lo my altention (other Ihan that disclosed below "l in connection with the examination whith gives me cause to believe that in. any material respect". accounlir¥J records were not kept in accordan¢è with 8ection 130 of the Acl or the accounts do not accord with th8 accounting records Independont •xamlner'8 8tatement I have no concem¥ arKI hove come across no other matter8 In connection th the examination to wthich attention Should be drawn in order lo enable proper understanding of the acc¥)unts to be reached. ' Please delete rhe womfs in the brnckets if they do not appty. Slgnod: Name: Andy Davis FCA Relèvant profegsional quallfl¢atlonls) or body Ilf any): In$titutg of Chartered Accountants in England and Wale8 (ICAEW) Addrèsg: The Old Post otlice. 4143 Market Place Chippenham SN15 3HR IER October 2018