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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)** **----- Start of picture text -----**
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
_________________________________________________________________________________________________________
_________________| |---| |Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019
Page
1
of
8| ## **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:** - **Policies and procedures adopted for the induction and training of trustees** - **The charity’s organisational structure and any wider network with which the charity works** - **Relationship with any related parties** - **Trustees’ consideration of major risks and the system and procedures to manage them** There are a number of policies in place as follows: - Children’s Protection - Disciplinary Appeals - Disclosure or Malpractice - Equal Opportunities - Expenses Policy for Trustees - Expenses Policy for Volunteers - Finance Policy - First Aid Policy - Health & Safety - Personal Grievance - Safeguarding - Violence/Aggression - Volunteer - Zero Tolerance 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 Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 2 of 8 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:** - **Policy on grantmaking** - **Policy programme related investment** - **Contribution made by Volunteers** 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. Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 3 of 8 ## **Achievements and performance** ## **Summary of the main achievements of the charity during the financial period** - In July 2019 personal circumstances forced the CEO, J Griffith to step down from the duties that she had been carrying out. - All the necessary attendees, working partners, stakeholders and trustees were informed of the situation. - As a direct result, there has been no events organised or carried out in this financial year. - Furthermore, the onset of Covid 19 hit in March 2020 and added another reason why no events have been carried out. - Nothing changed in the year to 31[st] August 2022, mainly as a result of the on-going personal circumstances of the CEO. ## **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 Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 4 of 8 **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)** Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 5 of 8 **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|_-_
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_-_
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|_-_
_-_
_-_
_-_
_-_
_-_
_-_|99.00
-
-
-
2.83
-
101.83|| **A2 Assets & Sales NA Total receipts** 101.83 101.83 **A3 Payments** Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 6 of 8 **----- Start of picture text -----**
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** Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 7 of 8 (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** Lauren's Forever Purple Charity Annual Report & Accounts 2018-2019 Page 8 of 8