## **Trustees’ Annual Report for the period** **From 01/04/2022 Period start date To Period end date** ## **31/03/2023** **Charity name:** TEAM LUKE FOUNDATION ## **Charity registration number:1185232** ## **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 jnto
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 and**
**1.19**|a Regularly sharing information to the
general public through all social media
platforms, presentations to professional
bodies, local businesses, social groups,
community-based centres, including facts &
figures about symptoms, diagnosis,
prognosis & treatment of Neuroblastoma.
b Continuing to support NHS research
initiatives to improve parental involvement in
the design & delivery of supportive
interventions, including REDMAPP, which is
a research project to facilitate parental
involvement in decision-making in relation to
treatment options. Contributing to
professional articles in the public domain to| |||facilitate & support better access to
information & support for parents.
c Providing direct support/signposting
through social media messaging for advice &
information. Developing knowledge of
current treatment landscape to ensure
accuracy of advice.
d Engaging professionally with the Institute
of Cancer Research & establishing a
research partnership to fund a Senior
Research Scientist. Engaging with other
leading bodies to establish partnerships for
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 an agreed
amendment to the original upper limit for a
single grant from £10000 to £15000. This
was discussed & agreed by all Trustees in
FY 2020/21.| |Policy on social investment
including program related
investment|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
£15000.
c Grants will be conditional on their use
being consistent with the purpose, principles
& objectives of TLF & be subject to a
rigorous process prior to approval.| |Contribution made by
volunteers|Para 1.38|TLF is generously supported by a proactive
network of willing volunteers, social groups,
community associations & businesses who
all contribute to fundraising events by
providing practical help, participating in
events, e.g. playing rugby, hiking, cycling,
running, swimming etc., and/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 & successfully achieve our objectives. Other ## **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.|Para 1.20|Our main achievements for this period were:
a Continuing our support for the Institute of
Cancer Research. We continue to be hugely
impressed by their work, passion & the
actual & potential impact of their
achievements in respect of the diagnosis &
treatment of children’s cancer.
b. Continuing to reach out to & engage with
other charities with similar values &
objectives to encourage collaboration & be
better together.
c. Taking on & supporting new physical
challenges to generate increased funding &
support.
d. Engaging with social, community &
business groups to raise awareness.
e. Continuing our participation in the
REDMAPP study to support parents of
children with Neuroblastoma who have
relapsed.
f. Raising our profile more widely.
g. Putting plans in place for a high profile
campaign to raise awareness of the signs &
symptoms of children’s cancer.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising|Para 1.41|| |activities against objectives
set||| |---|---|---| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|We are on track with our expected spend.
Payments continue to reflect our planning
around new activities, campaigns & projects
over the next few years. Overall, our
financial position remains very stable.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|As our financial position remains stable, we
are able to make full use of our funds & have
no cause to hold a fixed level of reserves. As
it stands, we have sufficient levels to
manage any unexpected drop in funding &
we have always held the view that TLF will
seek to use the funds it raises to fulfil its
objectives rather than focusing on growing
its financial resources exponentially. But we
continue to be very mindful of managing
financial risk in difficult economic times.| |Amount of reserves held|Para 1.22|No fixed level has been set but we monitor
our finances closely & our minimum
resources remain steady at a level
appropriate to the aims & objectives of our
charity.| |Reasons for holding zero
reserves|Para 1.22|Although funding medical research is one of
our key objectives, we are also passionate
about raising awareness & working with
other charities to develop & improve access
to information about Neuroblastoma, &
childhood cancer more generally. It is also
something which can be achieved with
comparatively lower levels of financial
resourcing. Although we have never found
ourselves in this situation, it means we have
the capacity to manage our income more
effectively across different projects if funding
levels fluctuated or dipped significantly. But
we will continue to review our position & be
receptive to the possibility of fixing an
appropriate level of reserves if it provides
additional financial security in the longterm.
It follows that this will form part of any formal
policy relating to holding reserves.| |Details of fund materially in
deficit|Para 1.24|Not applicable.| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Not applicable.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: The charity’s principal sources of funds (including Para 1.47 any fundraising) |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||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|CIO Foundation Constitution| |How is the charity
constituted?
(e.g unincorporated
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
members of Luke Bell (& a close family
friend). 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: |
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
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Team Luke Foundation| |---|---| |Other name the charity uses|TeamLuke Foundation| |Registered charity number|1185232| |Charity’s principal address|3 Boundary View
Darlington
DL3 9BQ| ||| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Mark Denton BELL|Chair||| ||Carol BELL|Trustee||| ||Graham Denton
BELL|Trustee||| ||Joseph Patrick
BUCHANAN|Trustee||| ||Rebecca BELL|Trustee||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** **Type of Name Address adviser N/A** **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** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| |||| ||Mark Denton Bell|Carol Bell,
Trustee
22/01/2024| |||| ||Chair|| ||22/01/2024|| ||22/01/2024|| **Team Luke Foundation** **1185232** ## **Recei ts and a ments accounts p p y** |**For the period**
**from**|01/04//2022
Period start date|**To**|31/03/2023
Period end date| |---|---|---|---| ## **Section A Receipts and payments** **Unrestricted Restricted Endowment funds funds funds to the nearest** **Total funds** **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|**33,124**||**-**||**-**||**33,124**| |Gift Aid|**488**||**-**||**-**||**488**| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**33,612**||**-**||**-**||**33,612**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**|||||||| ||**33,612**||||||**33,612**| ## **A3 Payments** |**A3 Payments**|||||||| |---|---|---|---|---|---|---|---| |Just GivingFees|**562**||**-**||**-**||**562**| |Institute of Cancer Research Grant|**15,000**||**-**||**-**||**15,000**| |Promotional Sportswear|**1,364**||**-**||**-**||**1,364**| |France Rugby/CyclingTour 2022|**2,800**||**-**||**-**||**2,800**| |Art,Design,Promotional Material|**1,663**||**-**||**-**||**1,663**| |Endurance Event Safety& Security|**1,000**||||||**1,000**| |Event Hospitality|**252**||**-**||**-**||**252**| |Annual Secure Storage Fees|**263**||**-**||**-**||**263**| |Event Transport|**1,800**||**-**||**-**||**1,800**| |Contribution to Golf Event|**-**||**-**||**-**||**-**| |**_Sub total_ **|**24,704**||**-**||**-**||**24,704**| |**A4 Asset and investment**|||||||| |---|---|---|---|---|---|---|---| |**purchases, (see table)**|||||||| ||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**| |**_Sub total_ **|**-**||**-**||**-**||**-**| ||||||||| |**_Total payments_**|**24,704**||**-**||**-**||**24,704**| CCXX R1 accounts (SS) 1 |**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|**8,908**||**-**||**-**|
|**8,908**| |---|---|---|---|---|---|---|---| ||**-**||**-**|
|**-**||**-**| ||**104,031**||**-**||**-**||**104,031**| ||**112,939**||**-**||**-**||**112,939**| CCXX R2 accounts (SS) 2 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**| |---|---|---|---|---|---| ||||**112,939**||**-**| ||||**-**||**-**| ||||**-**||**-**| ||||**112,939**||**-**| ||||||OK| ||||||**Restricted**
**funds**
**to nearest £**| ||||**-**||**-**| ||||**-**||**-**| ||||**-**||**-**| ||||**-**||**-**| ||||**-**||**-**| ||||**-**||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||**Details**||**Fund to which**
**asset belongs**||**Cost (optional)**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| ||||||**-**| **Fund to which Amount due liability relates (optional)** **Details** ~~3~~ CCXX R3 accounts (SS) ## **B5 Liabilities** Signed by one or two trustees on behalf of all the trustees **-** |Signature|Print Name| |---|---| |Carol Bell
Mark Denton Bell|MARK DENTON BELL| ||CAROL BELL| CCXX R4 accounts (SS) 4 **----- Start of picture text -----**
CC16a
**----- End of picture text -----**
## **Last year** ## **to the nearest £** **42,056 374 - - - - - - 42,430** **42,430** **417 15,000 1,275 1,700 1,910 6,390 - - - 300 26,992** **26,992** 5 CCXX R5 accounts (SS) **15,438 - 88,593 104,031** CCXX R6 accounts (SS) 6 ## **Endowment funds** ## **to nearest £** **-** OK ## **Endowment funds to nearest £** **-** **Current value (optional)** **-** **Current value (optional)** **-** **When due (optional)** 7 CCXX R7 accounts (SS) Date of roval CCXX R8 accounts ISS} ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name Team Luke Foundation **members of On accounts for the year** 31/03/2023 **Charity no** 1185232 **ended (if any) Set out on pages** Pages (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2023 **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** I have completed my examination. I confirm that no material matters have **examiner's statement** 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:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**
||26.01.2024| |---|---|---| |||| ||Paul Moss|| |||| |||| |||| |||| ||192 North Road
Darlington
DL1 2EL|| |||| ## **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). **October 2018** 1 **IER** **Give here brief details of any items that the examiner wishes to disclose** . **October 2018** 2 **IER**