2021-03-31-accounts - Team Luke Foundation

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Section C: Notes to the accounts Trustees’ annual report for the period

Period start date 0 1 0 4 2 0 Period end date 3 1 0 3 2 1 Charity No Charity name Team Luke Foundation

Charity No (if any)

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To preserve & protect good health for the public benefit of children with Neuroblastoma by: a. Raising awareness & sharing information about Neuroblastoma amongst the general public. b. Encouraging & supporting equality of access to support & information for parents & families of children with Neuroblastoma as the Trustees see fit. c. Relieving the needs of parents & families of children with Neuroblastoma through practical support & services as the Trustees see fit. d. Providing funding/grants for research into Neuroblastoma causes, treatment & better diagnosis.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 & 1.19	a. Regularly shared information to general public through all social media platforms, presentations to professional bodies & social groups, local radio & podcast sessions, including facts & figures about sympoms, diagnosis, prognosis & treatment of Neuroblastoma. b. Continued to support NHS research initiatives to improve parental involvement in their design & delivery, including REDMAPP, which is a research project to faciltate parental involvement in decision-making relating to treatment options. Contributed to professional articles in the public domain to facilitate & support better access to support & information for parents. c. Provided direct support/signposting through social media messaging for advice & information. Developed knowledge of current treatment landscape to ensure accuracy of advice. d. Engaged professionally with the Institute of Cancer Research, establishing a partnership to fund a Senior Research Scientist. Engaged with Solving Kids Cancer on future plans,
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	TLF can confirm that all trustees have had full regard to the Charity Commission’s guidance on public benefit & have taken it into account in respect of all decisions to which it is relevant.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	TLF’s criteria for consideration of the provision of grants is subject to the following criteria (see below) & reflects an amendment to the upper limit for a single grant from £10,000 to £15,000, as agreed by all Trustees on 13/10/2020.
Grant-making criteria	Para 1.38	a. Available only to officially-recognised organisations & charities who are working in furtherance of the same or very similar purpose, principles & objectives as TLF. b. Unless formally agreed by all Trustees, the maximum amount of a single grant will be £15,000. c. Grants will be conditional to their use being consistent with the purpose, principles & objects of TLF& be subject to arigorous process priorto approval.
Contribution made by volunteers	Para 1.38	TLF is generously supported by a proactive network of very willing volunteers who contribute to fundraising events by either providing practical help and/or participating in event activities, e.g. playing rugby, hiking, running, swimming etc. Their contribution is priceless & TLF continues to be hugely grateful for their unstinting loyalty & unpaid support.

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October 2016

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Achievements and Performance

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SORP
reference
Our main achievements were:
Summary of the main achievements of the Para 1.20 -Identifying key research projects to support, leading to a very promising partnership with the globally-renownedInstitute of Cancer Research, allowing us to fund the appointment of a Senior Research Scientist on the ICR’s Paediatric
Tumour Biology Team. Part of their work is to investigate the genetic causes of childhood cancer. This has huge relevance
charity, identifying the difference the charity’s to TLF’s key objectives & we are very proud of this partnership.
work has made to the circumstances of its -Taking forward potential opportunities with other leading children’s cancer research centres, e.g. Solving Kids’ Cancer.
beneficiaries and any wider benefits to -Growing our audience & supporters, enabling us to raise our profile &, in turn, raise more awareness of Neuroblastoma.-Continuing our involvement in the Redmapp Study.
society as a whole. -Holding numerous fundraising events in difficult circumstances, including rugby matches & a TLF marathon bike ride.
The start of FY 2000/01 coincided with the start of Covid-19 Lockdown Regulations -Adapting to new ways of working in difficult times, e.g. tighter management of financial risks.
in England. Research commissioned by the Charity Commission on the impact of the
pandemic & lockdown on charities in England & Wales over the first year concluded that -Securing HMRC Gift Aid recognition.
its impact on charities had been significant, with confirmation of events being cancelled,
services being affected, income being lost & fewer available volunteers. Further, the
uncertainty around when charities would be able to return to ‘normality’ only added to the
mix. However, despite theses difficulties & the fact it was TLF’s first full year operating as
a registered charity, we were fortunate in being able to achieve our goals & successfully
manage the risks brought about by cancelled events & the potential for less revenue.
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Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

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October 2016

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Financial Review

	SORP reference
Review of the charity’s fnancial position at the end of the period	Para 1.21	On track with expected spend. Payments exceeded income but this was expected & reflected planned purchases of promotional material, marketing resources & team sports kit for planned events over the next two years. Overall, our financial position remains very stable.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	As this is our first full year of operating as a registered charity & we are at a very early stage of our development, not helped by a global pandemic, our priority for FY 2021/22 will be the development & establishment of a clear reserves policy. This will allow us to establish a level of reserves that is right for TLF & provide essential accountability to supporters, donors & other stakeholders.
Amount of reserves held	Para 1.22	This will be set & included in our next set of accounts.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in defcit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a goingconcern	Para 1.23	N/A

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
The charity’s principal sources of funds (including any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

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Structure, Governance and Management

Description of charity’s trusts:	SORP reference
Type of governing document (trust deed,royal charter)	Para 1.25	CIO Foundation Constitution
How is the charity constituted? (e.gunincorporated association,CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Trustees are the immediate close family (& a close family friend) of Luke Bell. Luke died from Neuroblastoma in 2018. The charity was set up as his legacy.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charityworks	Para 1.51
Relationship with any related parties	Para 1.51
Other

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Reference and Administrative details

Charity name	Team Luke Foundation
Other name the charity uses	TeamLuke Foundation
Registered charity number	1185232
Charity’s principal address	21 Bates Avenue Darlington DL3 0TL

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
Mark Denton Bell	Chair
Carol Bell	Trustee
Graham Denton Bell	Trustee
Joseph Patrick Buchanan	Trustee
Rebecca Bell	Trustee

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Reference and Administrative details (cont)

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

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Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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October 2016

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Declarations

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

Signed on behalf of the charity’s trustees

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Signature(s)
Mark Denton Bell Carol Bell
Full name(s)
Mark Denton Bell Carol Bell
Position (eg Secretary,
Chair, etc) Chair Trustee
Date
21/01/2022
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Charity Accounts templates – Trustees’ annual report for the period

October 2016

Charity Name Team Luke Foundation

No (if any) 1185232

Recei ts and a ments accounts p p y

For the period from	Period start date 01/04/2020	To	Period end date 31/03/2021

Section A Receipts and payments

Unrestricted Restricted Endowment Total funds funds funds funds to the nearest to the nearest £ to the nearest £ to the nearest £ £

A1 Receipts

A1 Receipts	esce funds to the nearest £	esce funds to the nearest £	owe funds to the nearest £	Total funds to the nearest £
Donations (including Gift Aid)	- £7277.32	- 0	- 0	- £7277.32
Bank Interest	- £207.09	- 0	- 0	- £207.09
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
	-	-	-	-
*Sub total*(Gross income for AR)	- £7484.41	- £0	- £0	- £7484.41

A2 Asset and investment sales, (see table).
	- £0			- £0
	-			-
*Sub total*	- £0			- £0
**Total receipts **
	- £7484.41			- £7484.41

A3 Payments

A3 Payments
Just GivingFees	- £198.00	-	-	-
Promotional TLF RugbyTeam Kit & Sportswear	- £2651.08	-	-	-
Contribution to FundraisingGolf Event	- £300.00	-	-	-
TLF Promotional Merchandise	- £1060.00	-	-	-
Grant to Institute of Cancer Research	- £15000.00	-	-	-
Deposit for Summer 2021 FundraisingEvent	- £1500.00	-	-	-
Logo Design & Development	- £144.00	-	-	-
Sportswear Merchandise Design & Production	- £869.90	-	-	-
	-	-	-	-
**Sub total **	- £21722.98	- £0	- £0	- £21722.98

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-
*Total payments* *Net of receipts/(payments)* CCXX R1 accounts (SS)
	- -£14238.57

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A5 Transfers between funds - £0 - - £0 £0 - £0
A6 Cash funds last year end - £102832 - - £0 £0 - £102832
Cash funds this year end - £88593.81 - £0 - - £0 £88593.81
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CCXX R2 accounts (SS)

Section B Statement of assets and liabilities at the end of the period

Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Not Applicable	Unrestricted funds to nearest £	Restricted funds to nearest £
	- £0	- £0
	-	-
	-	-
	- £0	- £0
		OK
		Restricted funds to nearest £
Not Applicable	- £0	- £0
	-	-
	-	-
	-	-
	-	-
	-	-
Details	Fund to which asset belongs	Cost (optional)
Not Applicable	N/A	- £0
		-
		-
		-
		-
Details	Fund to which asset belongs	Cost (optional)
Not Applicable	N/A	- £0
		-
		-
		-
		-
		-
		-
		-
		-
Details ~~3~~ N/A	Fund to which liability relates	Amount due (optional)

CCXX R3 accounts (SS)

~~3~~

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

		-
		-
		-
		-
		-
Signature	Print Name
Mark Denton Bell Carol Bell	Mark Denton Bell
	Carol Bell

CCXX R4 accounts (SS)

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CC16a
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Last year

to the nearest £

- 5

CCXX R5 accounts (SS)

CCXX R6 accounts (SS)

Endowment funds

to nearest £

Endowment funds to nearest £

Current value (optional)

When due (optional) 7

CCXX R7 accounts (SS)

Date of roval CCXX R8 accounts ISS}