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2022-10-31-accounts

Trustees’ Annual Report for the period

From 01 November 2021 To 31 October 2022

Charity name: Little Liam’s Legacy

Charity registration number: 1187596

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To promote the benefit of children living
in Newark on Trent and the surrounding
areas by a) The advancement of
education; b) The relief of poverty; c)
The preservation and protection of good
health; d) The provision or assistance in
the provision of facilities for recreation
or other leisure time occupation in the
interests of social welfare with the
object of improving the conditions of
life.
The relief of sickness and the
preservation of health by helping to
fund research and raise awareness of
Diffuse Intrinsic Pontine Glioma (DIPG).
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		 Making grants and donations to
individuals and charities who meet the
criteria as set out in the charitable
objects and grant making policy.
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
Policy on grant making Para 1.38 The Trustees will apply the funds of
Little Liam’s Legacy at their discretion
and in accordance with the charitable
purposes and objects. In awarding
grants, the trustees will apply the
following principles;

The Trustees will consider any requests or known situations that are eligible for consideration from any geographical area within Newark on Trent and surrounding areas from families and organisations responsible for and supporting children and young adults up to the age of 18 years. The Trustees are content to work in partnership with other grant making bodies where funding of an entire project is beyond the scope of any single party. The Trustees reserve the right to apply reasonable conditions to any grant that is made. Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 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 Due to personal reasons and changes to
the structure and governance of the
trust during the year to 31 October 2022,
the Trustees were only able to raise
enough funds to cover the necessary
admin costs incurred.
However, after the year end they have
made charitable donations totalling
£3,000 which is significantly higher than
in prior years.

Additional information (optional) You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 A small reserves balance has been
carried forward at the end of the period
and sufficient funds have been
generated in the year to 31 October 2023
to enable the charity to adequately carry
out its objects and continue as a going
concern.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Where possible a reasonable amount of
reserves will be held by the charity to
cover periods of reduced fundraising
activity due to unforeseen
circumstances.
Amount of reserves held Para 1.22 £21
Reasons for holding zero
reserves		 Para 1.22 The Trustees are able to report that a
small amount of reserves have been
retained for future periods.
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal Para 1.47 sources of funds (including any fundraising) Investment policy and Para 1.46 objectives including any social investment policy adopted A description of the principal Para 1.46 risks facing the charity 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 Charitable Incorporated Organisation
(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 When selecting new Trustees to join the
Charity the existing Trustees will have
due regard to the skills, knowledge and
experience required to perform the
administrative and operational duties of
the Charity and meet its objects
effectively.
Every new Trustee must be appointed
by a resolution passed at a properly
convened meeting of the existing
Trustees.

Additional information (optional) You may choose to include further statements where relevant about:

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

Reference and Administrative details

Charity name Little Liam’s Legacy
Other name the charity uses N/A
Registered charity number 1187596
Charity’s principal address Edgefield House
Vicarage Lane
North Muskham
Newark
NG23 6ES

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for
wholeyear		 Name of person (or body) entitled
to appoint trustee(if any)
Amanda Ferguson
Stuart Andrew

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 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)
Full name(s)
Position (e.g. Secretary,
Chair, etc)
Date
Amanda Ferguson Stuart Andrew

Chair		 Trustee
31/08/2023
31/08/2023

Charity Name No (if any) Little Liam's Legacy 1187596 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/11/2021 31/10/2022

Section A Receipts and payments

Unrestricted Restricted funds funds to the nearest to the nearest £ £

Endowment funds to the nearest £

Total funds Last year to the nearest £ to the nearest £

to the nearest £

A1 Receipts

A1 Receipts
funds
to the nearest
£
funds
to the nearest £
funds
to the nearest £		 Total funds
to the nearest £		 Last year
to the nearest £
Donations 235 - - 235 1,800
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for
AR)		 235 - - 235 1,800
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 235 - - 235 1,800
A3 Payments
Donations - - - - 1,500
Website 222 - - 222 222
Computer software - - - - -
Legal &professional 35 - - 35 35
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 257 - - 257 1,757
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
**Sub total ** - - - - -
Total payments 257 - - 257 1,757
Net of receipts/(payments) - 22 - - - 22 43
A5 Transfers between funds - - - - -
A6 Cash funds last year end 43 - - 43 -
Cash funds this year end 21 - - 21 43

CCXX R1 accounts (SS)

31/08/2023

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		 Signature
Details
Details
Cash in hand
Business current account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
8
-
13
-
-
-
21
-
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
AMANDA FERGUSON
STUART ANDREW		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
AMANDA FERGUSON 31/08/2023
STUART ANDREW 31/08/2023

CCXX R2 accounts (SS)

31/08/2023

2