2024-03-31-accounts - Team Luke Foundation

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

31/03/2024

Trustees’ Annual Report for the period

From 01/04/2023 Period start date To Period end date

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. Continuing our 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 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 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 11/01/2025

	Chair
	11/01/2025
	11/01/2025

	Charity Name TEAM LUKE FOUNDATION 1	Charity Name TEAM LUKE FOUNDATION 1	Charity Name TEAM LUKE FOUNDATION 1	No (if any) 185232	CC16a
	For the period from	Period start date 4/1/2023	To	Period end date 3/31/2024

Section A Receipts and payments
A1 Receipts Just GivingDonations 15,014 Just GivingGift Aid 3,005 Collection Boxes 788 Bank Interest 1,463 Donations FundraisingEvents 2,266 CompanyDonations 5,135 Personal Donations 366 GASDS 667 - 28,704 - - Sub total - Total receipts 28,704 A3 Payments Institute of Cancer Research Grant 15,000 Just GivingFees 562 Google Payment Fees 54 Rugby, SwimmingEvents 1,386 Sports Kit 100 ICR Visit Travel Expenses 318 Design/Production of Promotional Products 1,160 Vehicle Transport Costs 1,840 - Sub total 20,420 - - Sub total - Total payments 20,420 Net of receipts/(payments) 8,284 A5 Transfers between funds - A6 Cash funds last year end 112,939 Cash funds this year end 121,223 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 15,014 3,005 788 1,463 2,266 5,135 366 667 - 28,704 - - - 28,704 15,000 562 54 1,386 100 318 1,160 1,840 - 20,420 - - - 20,420 8,284 - 112,939 121,223	Last year to the nearest £
			- - - - - - - - -	15,014	-
				3,005
				788	-
				1,463	-
				2,266	-
				5,135	-
				366	-
				667	-
				-	-
				28,704	-

			- - -	-
				-	-
				-	-

			-		-

			- - - - - - - - - -	15,000	-
				562	-
				54	-
				1,386	-
				100	-
				318	-
				1,160	-
				1,840	-
				-	-
				20,420	-

			- - -	-
				-
				-	-

			-	20,420	-

		-	- - - -	8,284	-
		-		-	-
		-		112,939	-
		-		121,223	-

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

Details Details Details Details Details Signature Carol Bell *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name CAROL BELL Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
Carol Bell	CAROL BELL	1/7/2025

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 31/03/2024 Charity no 1185232 ended (if any) Set out on pages (see attached document) (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 31/03/2024

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: Paul Moss Relevant professional qualification(s) or body (if any):

Date:

Address: 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

IER

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

October 2018

IER