Trustees’ Annual Report for the period
From Period start date 1[st] April 2023 To Period end date 31[st] March 2024
Charity name: Local Families with Bleeding Disorders
Charity registration number: 1186979
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Our charitable purpose at Local Families with Bleeding Disorders is to promote social inclusion among children with bleeding disorders and their parents, carers, siblings and other family members who offer them support and, to raise awareness of bleeding disorders and the impact they have on lives to ensure a wider understanding and acceptance among the broader general public. |
| 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 |
We run an active Facebook group to support over 250 members on advice, support, event publication and competitions. We ran a number of events across the whole year for our members, including laser tag, bowling and a women’s wellbeing day. We have retained accurate accounts, including using the new GDPR safe database for member details to improve our communications. We held our annual strategic planning day for the committee, facilitated by an external consultant, which enabled both the committee and trustee team to refresh the charity’s vision, plan for the coming year and review the charity structure in terms of making sure we are working in the most efficient way. We also held a mid year strategic review online, and continue to have regular committee and trustee meetings, including conversations on how best both the trustee and committee teams can continue to act. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 | We have continued to focus on providing events for the range of ages across our members, ensuring that everyone is catered to wherever possible and allowing for both children and parents to make great connections with others just like them and build support that way. This year, we have: Held a picnic in a central London park, with circus skills and games Supported some of our members in fundraising doing the Yorkshire Three Peaks challenge Undertook a project to oversee the creation of an important video on self-advocacy and the launch event for this, which included networking with a number of |
| stakeholders in the wider |
|---|
| bleeding disorder community |
| Ran an exciting adventure to |
| laser tag |
| Toured the London Christmas |
| lights on a double decker bus, |
| including a visit from Father |
| Christmas and gifts to all, for |
| around 70 people |
| Had a fun filled day bowling and |
| playing arcade games |
| Issued bravery awards to |
| encourage children going |
| through challenges |
| All our events were extremely well |
| attended, and provided a mixture of |
| busy activities and more relaxed times |
| to ensure that they were both |
| entertaining but also allowed space for |
| important socialising time. Our |
| Facebook group also continues to be a |
| place where people can ask all sorts of |
| questions from families who have been |
| through the same things that they are |
| facing, and find support, reassurance |
| and helpful suggestions. |
Additional information (optional) You may choose to include further statements where relevant about:
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 |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | As at the end of the period, the charity held sufficient cash reserves to enable it to continue to fulfil its charitable purpose |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | No funds are held specifically as reserves |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | The charity is not of a size that is deemed to require specific reserves, and has very few regular outgoings, but cashflow is carefully monitored and managed |
| Details of fund materially in deficit |
Para 1.24 | No funds are in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no uncertainties regarding the charity continuing as a going concern |
Additional information (optional)
You may choose to include further statements where relevant about:
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 |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | 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 |
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 | Local Families with Bleeding Disorders |
|---|---|
| Other name the charity uses | LFWBD |
| Registered charitynumber | 1186979 |
| Charity’s principal address | 26 Tibbets Close Wimbledon London England SW19 6EF |
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) |
|---|---|---|---|---|
| Lisa Steadman | Chair | |||
| Sarah West | Treasurer | |||
| Anna Harris | Secretary | Upuntil 07 July2023 | ||
| Sandra Dodgson | 07 July2023 onwards | |||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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
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) S West Full name(s) Sarah West
Position (eg Secretary, Treasurer Chair, etc)
Date
12 December 2024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Cliarily Naffle LOCAL FAMILIES WITH BLEEDING DISORDERS On accounts for the year ended 31° March 2024 Charlty no (If any) 1186979 Set out on pages Irememl)81' to ii)cSiidkn Ilie p8ge iiiimbers ol addilional she.pisl I report to the trustees on my examination of the accounts of the above charity ("the Trust") for th8 year ended 3110312024. Responsibllities and basis of rèport As the charity's trustees, you are responsible for the preparation of Ihe accounts in accordance with the requirements of the Charitles Acl 2011 (°the Act.). I report in respect of my examination of the Trust's accounis carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515)(b} of the Act. Independent I hav8 comploted my examlnation. I confirm that no materlal matters have examinerfs statement come to my attention In connection with the examination (other than that disclosed below ') which gives ma Cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records- or the a¢counls did not comply wilh the applicable requirements concerning the form and content of accounts sel out in the Charitles {Accounts and Reports) Regulations 2008 other Ihan any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I hav8 no ¢on¢ems and have com8 across no other matters in connection with the examination to whlch attenilon should be drawn in this report in order to enable a proper understanding of Ihe a¢¢ounts to be reached. Slgned: Date: IL/iIJ Name: Andrew Hasker Relevant prof88sional qualrfi¢atlon{s) or body (If any): FCCA FMAAT Addr88S: Cobley Desborough Artisan House 7 Queensbridge NN4 7BF IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material mallers of concern (see CC32, Independenl examination of charity accounts,. directions and guidance for examiners). Give here brief details of any items that the examinerwishes to disclose. IER Oct 2018
CHARITY COMMISSION FOR ENGIAND ANO WA(E5 L1 Familiès with Bleedlng Dlsordors 1166979 Receipts and payments accounts CC16a For the perlod from PÈ11ud %Uqil dril To 0110412023 3110312024 Section A Receipts and payments Unrestrlcted funds Restrlctod funds Endowment funds Total funds Last year to the nearest toth8 n•are&t£ toth& n8ar8¥t£ to n•are5t E to thB naaroBt£ A1 Recelpts Compan Grant Eveni dona05 Fundr8lslng evenis other Income donaums 2,585 2,585 1,04 25,210 535 3,057 1,265 1,260 3,057 Sub total(Gross income forAR) A2 Assèt and Invgstmont sales, see table>. 6.17T 8,177 24783 Sub total Total receipts (177 6,17Y 28,783 A3 Payments Fsmllyevenls Cogt of 981es Adfftlnlstrauve 4387 1S234 3,592 ¥,3B7 9,789 860 3,727 3,592 Sub total 12 241212 19,376 A4 Assgt and InvoStm¢nt purchases,16oe tablo) Sub total Total paymgnts 24,212 24212 19,376 Net of recelpts/{payments) A5 Transfers beeen funds A6 Cash funds last year end Cash funds thls year end 18.035 18.035 9.40T 18,035 18,035 9,407 CCXX Rl 8c£ounts ISSI 2611112024
Section B Statement of assets and liabilities at the end of the period Unrgstrlctad funds to noarost £ Restrlcted funds to nearoste Endowment funds tontrare$t£ Categories Details B1 Cash funds 19.750 Total ¢a$h funds 19,750 10greebAL9rÈs rgcolpts9r paymèntA a¢fy)unU61) Aijll:... Unresirlcted funds ton8ar68t e 200 Rostrlcted fund$ Endowment funds to near88t£ Detalls Prepawient to nèarn8t £ B2 Other monetary aets Fund to whlch sel bel( Cumt valuB ilonal D8talls Cost loptlonall Fund to whlch a$se¢ bBlon urrgnt val onal Delails Costloptlonall B4 Assets retalned for the charity'¥ own use Fund to whlch Ilablllt rola¢o$ Amount thJ8 Whon du8 ona Detai15 B5 Liabilitles Suned by one orkn trustees on beha of all the twstees Slunalure Prlnt Name Date of roval CCXX R2 4ccounts ISSI 2sliin024