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2022-03-31-accounts

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

Period start date 0 1 0 4 2 1 Period end date 3 1 0 3 2 2

Charity name TEAM LUKE FOUNDATION

Charity No (if any)

1 1 8 5 2 3 2

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 sharinginformation to general public through all social media platforms, presentations
to professional bodies, localbusinesses, social groups, including facts & figuresabout sympoms,
diagnosis, prognosis & treatment of Neuroblastoma.
b. Continuingto support NHS research initiatives to improve parental involvement in the design &
delivery, including REDMAPP, which is a research project to faciltate parental involvement in
decision-making relating to treatment options. Contributing to professional articles in the public
domain to facilitate & support better access to support & information for parents.
c.Providingdirect support/signposting through social media messaging for advice & information.
Developingknowledge of current treatment landscape to ensure accuracy of advice.
d.Engagingprofessionally with the Institute of Cancer Research, establishing aresearch
partnership to fund a Senior Research Scientist. Engagingwithother leading bodies to establish
partnerships for future collaborative working, e.g. CCLG, SKC.
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 anagreedamendment to theoriginal upper limit for a
single grantfrom £10,000 to £15,000. This was discussed & agreed by all Trustees in
FY 2020/21
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 willing volunteers, social
groups, community associations & businesseswhoallcontribute to fundraising events
by providing practical help,participating in events, e.g. playing rugby, hiking, running,
swimming etc, &/or donating money or providing sponsorship.Their contribution is
priceless & TLF continues to be hugely grateful for their unstinting loyalty & support. It
has a massive impact on our ability to raise significant funds & achieve our objectives.

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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Achievements and Performance

SORP
reference
Summary of the main achievements of the
charity, identifying the difference the charity’s
work has made to the circumstances of its
beneficiaries and any wider benefits to
society as a whole.
The start of FY 2021/22 coincided with emerging economic
difficulties following the impact of Covid-10. Research
commissioned by the Charity Commission on the impact of
the pandemic & lockdown on charities in England & Wales
over
the previous year concluded that 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 ʻnormalityʼ only added to the mix.
However, despite theses difficulties & the fact it was TLFʼs
second 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.		 Para 1.20 Ourmain achievements were:
- Continuing our support for the Institute of Cancer Research. We visited their labs
in December & were hugely impressed with their work, passion & the potential
impact of their achievements on the future landscape of the diagnosis & treatment
of children’s cancer.
- Continuing to reach out to other charities with similar values & objectives to
encourage collaboration & be better together.
- Taking on & supporting new physical challenges to generate increased funding &
support.
- Engaging with social, community & business groups to raise awareness.
- Continuing our participation in the REDMAPP study to support parents of
children with Neuroblastoma who have relapsed.
- Raising our profile more widely.
The start of FY 2021/22 coincided with emerging economic difficulties following the
impact of Covid-19. Further, Charity Commission research in 2020 concluded that
its impact on charities had been significant, with events being cancelled, income
being lost & fewer available volunteers. However, despite these difficulties & TLF’s
relatively recent inception, over the second year of our journey, we have been
fortunate in being able to achieve our short-term goals & successfully manage the
risks brought about by cancelled events & the potential for lost revenue. In terms
of our financial support, our generous supporters have helped us increase our
annual cash income from around £7k in Year 1 to over £42k in Year 2.
‘

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

Charity Accounts templates – Trustees’ annual report for the period

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 We are on track withourexpected spend. Paymentsreflect our planning of
new activities, campaigns & projects over the next three years & involve
planned purchases of promotional material, marketing resources & team
sports kit fornew events, projects & awareness-raising campaigns.Overall,
our financial positionremains very stable.
Statement explaining the policy for
holding reserves stating why they
are held		 Para 1.22 As this isonly our second full yearof operating as a registered charity,& we
are at an early stage of our development, not helped by a global pandemic,
one of our priorities for FY 2022/23will be the development & establishment of
a clear reserves policy. This will allow us to establish a level of reserves that is
right for TLF & provides essential accountability to supporters, donors & other
stakeholders.
Amount of reserves held Para 1.22 This will be set & included in our nextaccounting return.
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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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

Charity Accounts templates – Trustees’ annual report for the period

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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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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

Charity Accounts templates – Trustees’ annual report for the period

October 2016

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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

----- Start of picture text -----
Signature(s)
Mark Denton Bell Carol Bell
Full name(s)
Mark Denton Bell Carol Bell
Position (eg Secretary,
Chair, etc) Chair Trustee
Date
25/01/2023
----- End of picture text -----

Charity Accounts templates – Trustees’ annual report for the period

October 2016

Team Luke Foundation

Charity Name		 Team Luke Foundation

Charity Name		 Team Luke Foundation

Charity Name		 1185232
No (if any)		 1185232
No (if any)		 CC16a
For the period
from		 4/1/2021
Period start date		 To 3/31/2022
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
42,056
374
-
-
-
-
-
-
42,430
-
-
42,430
417
15,000
1,275
6,390
1,700
300
1,910
-
-
26,992
-
-
-
26,992
15,438
-
88,593
104,031		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
p		 Total funds
to the nearest £
42,056
374
-
-
-
-
-
-
42,430
-
-
-
42,430
417
15,000
1,275
6,390
1,700
300
1,910
-
-
26,992
-
-
-
26,992

15,438		 Last year
to the nearest £
Donations(includingGift Aid) 42,056 -
-
-
-
-
-
-
-
-		 42,056 7,277
Bank Interest 374 374 207
- - -
- - -
- - -
- - -
- - -
- - -
Sub total(Gross income for
AR)		 42,430 42,430 7,484
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - -
Total receipts
A3 Payments
- 42,430 7,484
Just GivingFees 417 -
-
-
-
-
-
-
-
-		 417 198
Institute of Cancer Research Grant 15,000 15,000 15,000
Rugby Team Kit & Promotional
Sportswear		 1,275 1,275 2,651
2022 Endurance Events Series Support 6,390 6,390 -
Travel for Spring 2022 Rugby/Cycling Tour 1,700 1,700 -
Contribution to FundraisingGolf Event 300 300 300
Art,Design,Promotional Material: 1,910 1,910 2,073
2023/24 Raising Awareness Campaigns - - -
Deposit for Summer 2021 Event - - 1,500
**Sub total ** 26,992 26,992 21,722
A4 Asset and investment
purchases, (see table)
- -
-
-		 -
- -
**Sub total ** - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- 26,992 21,722
15,438 - -
15,438		 - 14,238
- - -
-		 - -
88,593 - 88,593 102,832
104,031 - - 104,031 88,594

CCXX R1 accounts (SS)

1

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

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 Carol Bell
Signature
Mark Denton Bell
Details
As above
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
104,031
-
-
-
-
-
104,031
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
MARK DENTON BELL
CAROL BELL		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Mark Denton Bell MARK DENTON BELL 1/25/2023
Carol Bell CAROL BELL 1/25/2023

CCXX R2 accounts (SS)

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Team Luke Foundation members of On accounts for the year 1185232 31/03/2022 ended (if any) Set out on pages Pages 1 to 8

I report to the trustees on my examination of the accounts of the above charity ( “the Trust”) for the year ended 31/03/2022 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”) .

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 26/01/2023 Name: Paul Moss Relevant professional qualification(s) or body (if any): Address: 192 North Road, Darlington, DL1 2EL

October 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

October 2018

2

IER