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2022-02-25-accounts

2021- 2022 LDUK Trustee Annual Report L'DUK LYME DISEASE UK

2021 - 2022 LDUK Trustee Annual Report

Charity registration number: 1182212

Charity address during this financial year: Lyme Disease UK, PO Box 177, West Wickham, BR4 4BN

New charity address from October 2022: LDUK, PO Box 9705, Broadstone, BH11 0HZ, UK

Trustees during this financial year: Natasha Metcalf (Chair), Ann Gregson, Justin Brandon

Current trustees: Natasha Metcalf (Chair), Julia Knight (Trustee), Sarah Herbert (Trustee), James Herbert (Trustee).

2021 - 2022 LDUK Trustee Annual Report

Financial Year 3:

26th February 2021 - 25th February 2022

Structure, Governance and Management

Lyme Disease UK is a Charitable Incorporated Organisation governed by a Constitution. Two trustees who were serving during this financial year retired in 2022. Trustees Justin Brandon and Ann Gregson stepped down from their positions on 3rd September 2022 and 2nd November retrospectively after many years of dedicated service. Natasha Metcalf (Chair) welcomed three new trustees to the board in the latter part of 2022; Julia Knight, on 3rd September 2022 and James and Sarah Herbert on 6th September 2022.

Trustee decisions, including new trustee appointments, are only made following a meeting or electronic correspondence containing a quorum and only if a majority vote is achieved. Along with trustees, Lyme Disease UK’s daily running is operated by a core team of freelancers and volunteers.

Objectives and Activities

The purpose of the charity is, for the public benefit, to prevent Lyme disease and support those living with the disease by:

(1) raising awareness about the causes and dangers of Lyme disease and ways to prevent tick bites.

(2) providing and publishing information about Lyme disease and where practical help and support can be found for sufferers.

(3) making grants to pay for personal care and other charitable short or long-term needs of people with Lyme disease (when financially feasible). This has not been possible in the charity’s third financial year.

(4) working with others to support improvements to the diagnosis and treatment of Lyme disease, including to the national guidelines for diagnosis, treatment, and care.

(5) making grants to pay for personal care and other charitable short or long-term needs of people with Lyme disease (when financially feasible). This has not been possible in the charity’s third financial year.

Public Benefit Statement

The trustees continue to have regard for the guidance issued by the Charity Commission on public benefit. We review our charity’s aims, objectives, and activities regularly and we feel our activities to date demonstrate public benefit as we strive to prevent Lyme disease and provide support for those living with the condition.

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2021 - 2022 LDUK Trustee Annual Report

Main Activities and Achievements

Online Support

Our Online Community on Facebook, with over 12,600 members, continued to receive support, information and friendship. In addition, we answered over 200 email tickets from people looking for information on tick bites and Lyme disease as well as numerous messages via our Facebook page and Instagram accounts.

Charity Rebrand and Website Update

Lyme Disease UK opted for a new look this year with a large-scale charity rebrand and website update, including a logo change. We are really pleased with the more modern branding and with the website’s fresh new look and improved user experience.

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2021 - 2022 LDUK Trustee Annual Report

Animation Work

Due to the success of our animation in our previous year’s ‘Wake Up to Lyme’ campaign, we wanted to expand our range of animations for specific audiences, including healthcare workers and those suffering with latestage Lyme disease. Our aim was to provide bite-sized information for doctors and other frontline medical staff as well as to create a resource which could be shared by those suffering from late-stage Lyme disease, in order to help them explain the challenges of daily life.

Please scan the QR code to watch our video

Stills from the Animations

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2021 - 2022 LDUK Trustee Annual Report

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2021 - 2022 LDUK Trustee Annual Report

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2020 - 2021 LDUK Trustee Annual Report

Patient Perspectives on Living with Lyme Disease

As well as our animation work, we wanted to create a powerful photo montage involving members of our Online Community who were happy to send in a photo and a quote describing how Lyme disease has impacted their life.

----- Start of picture text -----
Lyme disease Lyme disease is Lyme disease has
is such a a struggle for had a devastating
hidden, the survival of impact on my
invisible my soul. mental health.
illness. My life
has changed
massively and
I stuggle every
single day.
Would you
realise that from
this picture?
----- End of picture text -----

Those who participated in the project shared their motivations:

“I participated to raise much-needed awareness of this poorly-understood, multi-system, debilitating disease which leaves patients to live with intolerable symptoms without medical support.” – Lyn

“I joined the project as I wanted to give back to LDUK, having found support and friendships via their Online Community during my illness.” – Adam

“I wanted to take part to show the sadness this misunderstood disease brings about, it strips you of every normal part of life. Some days I can look well and behave well, but it’s definitely not how I’m feeling on the inside.” – Natalie

“I want to help others gain access to better information than I had. If I can help increase knowledge and understanding about Lyme disease (even in the smallest of ways) that for me, can only be a positive!” – Tracy

“I agreed to participate in the ‘Wake Up to Lyme’ campaign to raise awareness, to help people understand how Lyme disease can affect people directly as well as their friends and family, and to reduce any stigma surrounding visible/invisible conditions and disabilities. I also wanted to show that positives can come from such seemingly negative situations.” – Jeff

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2020 - 2021 LDUK Trustee Annual Report

Online Seminar Series

Online Seminar: The Future of Lyme, TBDs and Global Health Challenges in the 21st Century

This online seminar took place on 17th March 2022. Dr. Richard Horowitz shared his extensive knowledge on Lyme disease and tick-borne diseases. Richard Horowitz is a board certified internist and medical director of the Hudson Valley Healing Arts Center.

Online Seminar: An overview of PoTS with Sanjay Gupta

This online seminar took place on 17th November 2021. Dr Sanjay Gupta shared his extensive knowledge of Postural Orthostatic Tachycardia (PoTS). An Overview of PoTs with Sanjay Gupta. Dr Gupta qualified in 1995 from Charing Cross Hospital in London and relocated to Manchester.

Online Seminar: The Psychological of Lyme Disease with Daniel Segal

This event took place on 19th October 2021. Daniel Segal, B.A. Psych, MSc Mental Health Counselling, COP, AMAP (New York only) Daniel’s experience covers many things, including the brain’s neuroplasticity, processes, functions, and chemical makeup as well as our behaviours.

Lyme Disease UK continued to expand the charity’s free online seminar series, welcoming new and fascinating guests who spoke to our community about a wide range of topics relating to Lyme disease and its associated conditions.

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2021 - 2022 LDUK Trustee Annual Report

Wake Up to Lyme Campaign 2021

Due to the ongoing Covid-19 restrictions, 2021’s ‘Wake Up to Lyme’ campaign was held largely online again, and it was centred around our latest animation work which reached 60,000 people at the height of our campaign!

We shared our awareness materials prolifically on social media, using a budget for sponsored, and boosted posts on our various platforms to maximise reach and target specific audiences. Our Facebook posts reached 130,000 people in May 2021 and 250,000 people in June 2021. Our Facebook page, with 11,400 followers at the time, had 1,500 visits in May.

During awareness month, we welcomed 7,936 new users to our website and received 17,272 page views. On Twitter, we gained 160,000 impressions during May. We held a light-hearted photo competition involving lime green bow ties for pets as part of the #WearLimeforLyme initiative, and this proved to be a fun and engaging activity for our Online Community!

----- Start of picture text -----
Bones and his winning yawn!
----- End of picture text -----

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2021 - 2022 LDUK Trustee Annual Report

Walk or Wheel (WoW) Challenge

Lyme Disease UK launched its own fundraising challenge inviting supporters to walk 20km or wheel 100km, with a view to making this a year-round challenge for people to take on! This year, the challenge’s participants, including some team members and their families, raised over £2,200 for LDUK and we hope to grow this each year!

Bushcraft Show 2021

Lyme Disease UK’s Press and Community Outreach Manager, Julia Knight, headed to the Bushcraft Show at the Chillington Hall Estate, in the West Midlands where she hosted an LDUK stand. Julia helped to raise awareness amongst the bushcraft community and other members of the public, and collected generous donation from people who were keen to learn more about Lyme disease or who knew of people who had suffered from it.

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2021 - 2022 LDUK Trustee Annual Report

Awareness Talks

What is Lyme Disease?

We continued to market Julia’s informative webinar and awareness talks, realising that there is still a significant need for tick bite prevention knowledge and Lyme disease recognition. A wide range of organisations were very receptive to our work and booked in awareness talks for their staff and members. Julia Knight gave virtual talks to groups such as the Anton Rotary Club, who kindly donated to our organisation, and the Institute of Chartered Foresters which resulted in LDUK’s collaboration with medical statistician and researcher, Victoria Cairns. Victoria jointly presented with Julia and discussed her research on the prevalence of Lyme disease in the UK. Off the back of this presentation, organisations like Exmoor National Park, the Forestry Commission and Natural England approached LDUK for awareness talks for their employees who are at high risk of tick bites and Lyme disease. Julia also presented to a company focusing on a low carbon future for Scotland called Changeworks. The staff at Changeworks carried out a huge fundraising initiative for LDUK.

Raising Awareness Amongst Medical Professionals

Lyme Disease UK landed two exceptional opportunities this financial year to engage with medical professionals. The first was displaying a holding slide in two conference rooms which formed part of the Best Practice Show 2021, held over two days in October. This event is a big hit for the UK’s primary care and General Practice community and welcomes around 4,000 senior decision makers. The below slide was displayed during each speaker break (16 times in total).

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2021 - 2022 LDUK Trustee Annual Report

The second opportunity involved including awareness materials in the virtual delegate pack for the RCGP Annual Conference. We created a 26 page PDF document, including key points from our animations:

At A Glance... Ten Facts About Lyme Disease

2

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2021 - 2022 LDUK Trustee Annual Report

Fundraising

Despite the pandemic, we were so touched to receive so much support during this financial year and here is just a snapshot of what our amazing fundraisers managed to achieve! A huge thank you to everyone who donated to Lyme Disease UK!

Changeworks

This Scottish based company raised an amazing £6,734 for LDUK! We were so thankful to be chosen as the recipient of their annual charity fundraiser as one of their colleagues was struggling with Lyme disease and they wanted to do something to help.

Geocaching in Memory of Jas Matthews - A huge, heartfelt thanks to Jim Salter who completed a 30-day geocaching challenge and an extensive bike ride covering 651 km across East Anglia, in memory of his late wife, Jas Matthews. Jas was a much-loved member of our Online Community who very sadly passed away from Lyme disease in 2017. Jim raised £1,700 for LDUK.

Nick Clarke’s Half Iron Man - Congratulations and thank you to Nick Clarke whose wife suffers from Lyme disease and who completed his Half Iron Man in 9 hours and 5 minutes, raising £700 for Lyme Disease UK!

Rothley Park Golf Club Breaks a World Record! - Congratulations and thank you to Rothley Park Golf Club who set a new World Record by completing 18 holes in the fastest time! The challenge was held as a fundraiser set up by Ladies Captain Jenny Piecha. Her team raised an impressive £2,600 for the club’s chosen charities, The Meniere’s Society and Lyme Disease UK. In addition to the Guinness World Record attempt, there was a cycle ride in 2020 and various raffle events. These events helped raise a total of £14,515 for LDUK which is the highest donation we’ve ever had from one source!

Great North Run 2021 - We were excited to have a team in the Great North Run this year and we couldn’t have been happier with their impressive fundraising total of more than £2,707 ! Our runners, Gareth Hill, Tom and Jim Squires, and Jeff and Louis McCarthy, all said it was an amazing experience and well worth the wait after last year’s run was cancelled due to Covid-19.

Facebook Fundraisers - Facebook birthday fundraisers raised £2,793 during this financial year for LDUK which we’re so grateful for!

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A Look Ahead to 2022-2023

The next financial year is an exciting one for Lyme Disease UK, involving a new campaign partnership with insect repellent company Botanic Protect, and the planning for a larger scale awareness campaign. The awareness campaign sees a return of printed materials and building light-ups for the first time in a couple of years due to the pandemic. Additionally, we reveal our new campaign logo and start up a dedicated email support helpline.

We start bid writing for funding grants and welcome some amazing fundraising efforts. These include 2022’s wonderful LDUK Great North Run team, inspiring international marathon runners and awesome sheep shearers who set up one of our highest grossing fundraisers with their speed shearing competition. Additionally we have an incredible team of guys who will be rowing thousands of miles and battling 20ft high waves from the Canary Islands to Antigua in the Talisker Whisky Atlantic Rowing Challenge to raise money for Lyme Disease UK.

We plan to grow our awareness talks even more as lots of organisations have shown an interest, including Walx, a nationwide walking club, the Scouts, the Wildfowl and Wetlands Trust, the Forest School Association, and RAF Coningsby bushcraft instructors. To our retiring trustees, thank you for everything you have done for Lyme Disease UK and for all your hard work and dedication over the years, without which, we wouldn’t have come this far as a charity. A warm welcome aboard to our new trustees who are kicking off LDUK’s next chapter with us.

Financial Review

Lyme Disease UK’s total income during the financial year, as reported in our statement of financial activities, was £45,292 in unrestricted funds. Our total expenditure, including charitable activities and governance was £31,696. The year ended with £36,000 in total funds.

An independent examination of charity accounts was carried out and the report is to besubmitted with the annual return and trustee report. Our current reserves policy is to keep 20% of unrestricted total funds in reserve to cover the charity’s IT, software, and website expenditure as well as professional and legal and insurance expenditure. The current reserves held amount to £7,200.

Declarations

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees

Natasha Metcalf Chair Lyme Disease UK 14th November 2022

LYME DISEASE UK

FINANCIAL STATEMENTS

FOR

THE YEAR ENDED 25 FEBRUARY 2022

Charity Registration Number 1182212

Lyme Disease UK For the Year Ended 25 February 2022

Administrative Details

LDUK (working name)

Trustees

The following served as trustees of the charity during the year:

Natasha Metcalf (chair)
Ann Gregson
Justin Brandon
Charity Number 1182212
Address PO Box 177
West Wickham
BR4 4BN
Banker The Co-Operative Bank
Business Banking
PO Box 250
Delf House
Skelmersdale
WN8 6WT
Structure Charitable Incorporated Organisation
Registrated on 26 February 2019

Page 1

Independent Examiner’s Report

Report to the trustees/ members of Charity Name Lyme Disease UK

On accounts for the year ended 25-Feb-22 Charity number 1182212 Set out on pages 1 to 7

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) pf the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to:

· examine the accounts under section 145 of the 2011 Act,

· to follow the procedure laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act, and,

· to state whether particular matters have come to my attention.

Basis of independent examiner’s report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a `true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no matter has come to my attention:

  1. which gives me reasonable cause to believe that in any material respect the requirements:

· to keep accounting records in accordance with section 130 of the 2011 Act, and,

· to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act

have not been met; or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Wendy Cheung

FCCA, MBA, BSc(Hon)

Fellow member of the Association of Chartered Certified Accountants Date: 21st November 2022

Page 2

Lyme Disease UK For the Year Ended 25 February 2022 Statement of Financial Activities

Categories by activity
Notes
Incoming resources
Income:
Donations
3
Charitable activities
Sponsorship
Resources expended
Expenditure on:
Charitable activities
4
Goverance
5
Net gains/(losses) on
investments
Other gains/(losses)
Fund Balances
Fund Brought forward
Fund Balance at
25.02.2022
Gains and losses on revaluation of fixed
assets for the charity’s own use
Net movement in funds
Total
Total
Net income/(expenditure) before
investment gains/(losses)
Net income/(expenditure)
Transfers between funds
Other recognised gains/(losses):		 Unrestricted
funds
Restricted
income
funds
£
£
42,374
2,918
-
-
-
45,292
-
31,176
-
520
-
-
-
31,696
-
13,596
-
-
-
13,596
-
-
-
-
-
-
-
13,596
-
22,404
-
36,000
-		 Total funds
Prior year
funds
£
£
42,374
14,623
2,918
3,104
-
6,000
45,292
23,727
31,176
13,952
520
350
-
-
31,696
14,302
13,596
9,425
-
-
13,596
9,425
-
-
-
-
-
-
13,596
9,425
22,404
12,979
36,000
22,404

Page 3

Lyme Disease UK For the Year Ended 25 February 2022 Balance Sheet

Restricted
Notes Unrestricted
funds		 income
funds		 Total this
year		 Total last
year
£ £ £ £
Fixed assets
Tangible assets -
 - - -
Total fixed assets - - -
Current assets
Debtors 9 - - -
Cash at bank and in hand 11 36,400 - 36,400 22,754
Total current assets 36,400 36,400 22,754
Creditors: amounts falling due
within one year 10 400 400 350
Net current assets/(liabilities) 36,000 - 36,000 22,404
Total assets less current
liabilities 36,000 - 36,000 22,404
Funds of the Charity
Fund Balances at brought
forward 22,404 22,404 12,979
Restricted income funds - - -
Unrestricted funds 13,596 13,596 9,425
Total funds 36,000 - 36,000 22,404

This report was approved by the board of Trustees on :

Signed by :

Name: Natasha Metcalf

Position: Chair Date: 21st November 2022

Page 4

1 Basis of preparation

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and with the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102.

1.2 Going concern

The Trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern. There are no key judgements that the charity has made which have a significant effect on the accounts. The Trustees do not consider that there are any sources of estimation uncertainty at the reporting date that have a signicant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next reporting period.

1.3 Accounting policies

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the income have been met. It is probable that the income will be received and that the amount can be measured reliably.

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to specific headings, they have been allocated to activities on a basis consistent with the use of resources.

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the t t Restricted funds can only be used for restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular purposes.

The charity is exempt from corporation tax on its charitalbe activities.

1.4 Critical accounting estimates and judgements

In the application of the charity's accounting policies, the Trustees are required to make judgements, estimates and assumptions about the carrying amounts of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these The estimated and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future

1.5 Material prior year errors

No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).

Page 5

Lyme Disease UK

For the Year Ended 25 February 2022

3 Analysis of income

Unrestricted
funds
Restricted
income
funds
Donations and gifts
42,374
-
Gift Aid
- -
Legacies
- -
General grants provided by government/other
charities
-
Sponsorships
- -
Donated goods, facilities and services
-
Total 42,374
Charitable
activities:
2,918
Total 2,918
-
45,292
-
Analysis
Donations
and legacies:
Total Income		 Total funds
Prior year
£
£
42,374 10,729
- 3,894
- -
- -
- 6,000
- -
42,37420,623
2,918 3,104
2,918 3,104
45,292 23,727

4 Analysis of expenditure

4 Analysis of expenditure
Conference and Events
Professional and Consultancy
Insurance
IT , software and website
Subscriptions
Analysis
Expenditure on raising funds:
Accommodation
Advertising, marketing, direct mail and publicity
General expenses
Bank charges and transaction fees
Postage and courier
Printing and stationery
Travel
Total expenditure		 Unrestricted
funds
Restricted
income
funds
Total funds
Unrestricted
funds
Restricted
income
funds
Total
funds
£
£
- - - - - -
11,860
- 11,860 4,588 - 4,588
867
- 867 832 - 832
15,261
- 15,261 1,493 - 1,493
63
- 63 50 - 50
358
- 358 279 - 279
1,416
- 1,416 193 - 193
73
- 73 122 - 122
646
- 646 456 - 456
935
- 935 6,342 - 6,342
187
- 187
- - -
30
- 30 - 53 - - 53
- - - - - -
This year
Last year
31,696
-31,696 14,302 - 14,302

5. Governance cost

Independent examiner’s fees Others Total governance cost

This year Last year
£
£
400 350
120 -
- -
470 350

Page 6

Lyme Disease UK For the Year Ended 25 February 2022

6. Staff Costs

There were no employees during the year or in the prior year.

7. Trustee There were no trustees' remuneration or other benefits during the year or in the prior year.

8. Tangible fixed assets There were no fixed assets during the year or in the prior year.

Analysis of debtors
Debtors
Prepayments and accrued income
Total
Analysis of creditors
Accruals
Trade creditors
Accruals and deferred income
Other creditors
Total
Other
10 Creditors and accruals
11 Cash at bank and in hand
9 Debtors and prepayments
Cash at bank and on hand
Total
Short term cash investments (less than 3 months maturity date)
Short term deposits		 This year
Last year
£
£
- -
- -
- -
- -
This year
Last year
£
£
400 350
- -
- -
- -
Amounts falling due after
400 350
This year
Last year
£
£
- -
- -
36,400 22,754
- -
36,400 13,356

Page 7