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2022-08-31-accounts

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Lauren's Forever Purple Charity Trustees’
Annual Report for the period
Period start date Period end date
Day Mont Year Day Mont Year
h h
From 1 Augus 2021 To 31 Augus 202
t t 2
Lauren’s Forever Purple Charity
4 Warwick Close
Fulwood
Preston
Lancashire Postcode PR2 3JN
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Reference and administration details

Charity name Other names charity is known by Registered charity number Charity’s principal address

Names of the charity trustees on date of approval of Trustees’ Annual Report

Trustee name
Ofce (if any)
Dates acted if
not for whole
year
Name of person
(or body) entitled
to
appoint trustee (if
any)		 Trustee name
Ofce (if any)
Dates acted if
not for whole
year
Name of person
(or body) entitled
to
appoint trustee (if
any)		 Trustee name
Ofce (if any)
Dates acted if
not for whole
year
Name of person
(or body) entitled
to
appoint trustee (if
any)		 Trustee name
Ofce (if any)
Dates acted if
not for whole
year
Name of person
(or body) entitled
to
appoint trustee (if
any)		 Trustee name
Ofce (if any)
Dates acted if
not for whole
year
Name of person
(or body) entitled
to
appoint trustee (if
any)
1
2
3
4
5		 John Tobin Chairman Jul to Aug 2022
Michelle Clinch Secretary Jul to Aug 2022
Gill Thomson Vice Chairman Jul to Aug 2022
Patsy Francis Web
 Jul to Aug 2022
Dianne Thomas administration
Treasurer		 Jul to Aug 2022

Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)

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Name Dates acted if not for whole year
N/A
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Names and address of advisor (Optional Information)

Type of Advisor
Name
None
_______________
_____
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Name of chief executive or names of senior staff members (Optional information)

Jo Griffith CEO

Description of the charity’s trusts

Type of governing document
How the charity is
constituted
Trustee selection methods		 Constitution adopted 25thJune 2018
Currently trustees will be appointed or reappointed annually at the
Annual General Meeting.

Structure, governance and management Type of governing document Constitution of a Charitable Incorporated Organisation (CIO) Trustee recruitment and appointment

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

There are a number of policies in place as follows:

DBS checks are carried out prior to commencement of employment or volunteering. These checks are carried out again every two years in line with statutory requirements.

LFPC is a member of National Council for Voluntary Small Organisations (NCVO) which provides helpful

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advice and opportunities for small organisations. We are also a member of the Small Charities Coalition, which provides the management of exchange mentoring services.

All trustees give their time voluntary and received no remuneration or other benefits.

Objectives and activities

Charitable purposes To further or benefit the residents of Lancashire, primarily but not exclusively those with learning disabilities or mental health issues (hereinafter referred to as ‘the beneficiaries’) without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation and leisure time occupation with the objective of Summary of the main activities iProvide sessions in the local community with a view to i h di i f lif f h b fi i i b

in relation to these objects establishing views from attendees of what is needed or missing in the area or indeed what works in others area and could therefore be replicated.

You may choose to include further statements, where relevant, about:

We are grateful for the people that have volunteered to date and have spent time listening to the charity’s vision. Without this valuable contribution of time, energy, and expertise the work involved in moving the charity forward would be much harder.

Any surplus funds in future years, which are not likely to be needed to pay for activities will be placed on deposit to earn interest.

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Achievements and performance

Summary of the main achievements of the charity during the financial period

Financial review

Brief statement of the charity’s policy on reserves

All of cash at bank is unrestricted funds. The funds are held in order to meet expenditure that may occur, eg room hire and stationery supplies. We have reserves this year of £9,492.98, the bulk of which is in a savings a/c. In future active years we aim to hold at least £10k and no more than £15k in reserves at the year end. The charity’s policy on reserves is to constantly review the a/cs and the balance at bank. It is felt appropriate to have at least 3 mnths expenditure in the account, which would amount to approx £3k in an active year. Once the balance in the bank a/c falls below £4k then further fundraising activities to be organised or funding applications completed. Furthermore, fundraising activities should be constantly monitored along with funding applications, and these

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Details of any deficit Donated facilities and services (if any)

No Income in the year from activities due to inactivity, but some expenses occurred. No services or centres have been used or utilised in the year.

Other optional information

You may choose to include There has been no fund raising this year. We rely on

additional information, where the local community and our local council for their

relevant about: continuing support. • The charity’s principal

sources of funds (including The only expenditure in the year has been to pay any any fundraising). outstanding expenses and to pay for any • How expenditure has administration to be completed including the annual supported the key accounts etc. objectives of the charity. • Investment policy and The trustees have all agreed to remain in post until such time as the CEO can return to the position. Also objectives including any due to Covid 19 and the restrictions imposed, there ethical investment policy are no plans at this time to resume any activities or adopted. services.

The charity bank account provider introduced a monthly £5 charge in January 2022. Steps were taken to change bank accounts to the Co-op so this monthly charge is no longer incurred.

Future Plans

In July 2019 the CEO suffered a personal tragedy and unfortunately had to cease the sessions at the church hall and all charity events for the foreseeable future. Although the following is still the ethos of the charity and future events, it is unclear when these plans will recommence - There will be a continued emphasis on providing a social scene for those with learning differences and mental health issues but open to all. Plus, other structured activities to build and deepen the confidence and capability of our attendees through social events. We would also like to explore the idea of a mobile phone app which would attempt to provide information from three strands: Health, Finances and Social, with the possibility of a link to a help line. Research will be carried out to gauge if this is a viable and useful tool.

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

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Full name(s) JOHN TOBIN

Position (e.g. CHAIR Chair) Date Date of AGM to be inserted here

Disclosure Section

Section A Receipts and payments

Unrestricted Restricted Endowment Total Last Year funds to the funds to the Funds Funds (NA) nearest £ nearest £

funds to the
nearest £		 funds to the
nearest £		 nowmen
Funds		 oa
Funds
as ea
(NA)
A1 Receipts
Grants &
Donations
Membership
subscriptions
Fundraising and
donations
Gross receipts
from other
charitable
activities
Award and
Activity
entrance fees
Interest
Gift aid receipts
Sub total		 99.00
-
-
-
2.83
-
101.83		 -
-
-
-
-
-
-









-
-
-
-
-
-
-		 99.00
-
-
-
2.83
-
101.83

A2 Assets & Sales NA Total receipts 101.83 101.83

A3 Payments

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Fundraising
event costs
Room hire
Minibus
expenses
Travel Exps
Staff
Remuneration
Insurance
Fundraising
Aids
Sundries & 210.36 210.36
Admin, Incl
Acctncy
Sub Total (108.53) (108.53)
A4
Asset and
NA
Investment
purchases
Total Payments 274.00 274.00
Net of receipts/
Payments
A5 transfers (210.36) (210.36
between funds )
A6 Cash fund 9601.51 9601.51
last year end
Cash fund this 9492.98 9492.98
year end
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Section B Statement of assets and liabilities at the end of the period

)1 Cash funds

Categorie Unrestricted funds Restricted fund to Endowment funds Details s to nearest £ nearest £ to nearest £ Total Cash at 9492.98 Cash Bank Funds

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(agree balances with receipts and payments account(s) )

B2 Other Monetary Assets NA B3 Investment Assets NA

B4 Assets retained for the charity’s own useNA

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