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2024-03-31-accounts

Daniella Logun Foundation (DLF)

Board of Trustees Report and Financial Statements for the year ended 31 March 2024.

kamsikesinachi

31 JANUARY 2025

Page Number

Contents

Objectives and Activities 2
Achievements and Performance 5
Financial Review 11
Structure, Governance and Management 12
Reference and Administrative Statements 14
Exemptions from disclosure 15
Funds held as custodian trustee on behalf of others 15

1

Administrative Statement

This report presents the annual returns and independently examined financial activities for the DLF, for the year ended 31 March 2024. Paragraph and headings highlight each key disclosure required by the SORP. This trustees report has been updated for new public benefit reporting requirements. In particular, the report explains how the trustees have used our public benefit guidance to deliver services to support its beneficiaries.

Objectives and Activities

The Daniella Logun Foundation (DLF) is a childhood cancer support charity established in memory of Daniella Logun, who passed away from a brain tumour in 2016.

National location of principal office:

England.

Objects:

The objects of our CIO are:

Purpose:

“The relief of those in need, by reason of ill-health, of Children and Young People (CYP) with brain tumours, other cancers and their families through the provision of holistic wellbeing support, including talking therapies and peer support for families caring for or recently bereaved through childhood brain tumours and other cancers."

Board of Trustees:

Trustee Statement of Identifiable Public Benefit

"We the trustees of the Daniella Logun Foundation (DLF) have carried out our purpose for the public benefit. Both the co-founders and trustees have had due regard to the Charity Commission’s public benefit guidance when exercising any powers or duties to which the guidance is relevant. The charity’s mission is to provide a holistic wellbeing support service to CYP with

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brain tumours, other cancers and their families, to ensure their wellbeing needs are prioritized from the point of diagnosis onwards. We wish to facilitate the practice of a holistic approach to the delivery of palliative care for CYP diagnosed with brain tumours, other cancers and their families, as standard practice across the UK’s children’s palliative healthcare sector in the future. We will work towards becoming the focal point that facilitates the development of a robust, collaborative, multi-faceted, problem-solving network around the child and their family, that is equipped to address the holistic wellbeing challenges that are uniquely faced by CYP with brain tumours, other cancers and their families.”

DLF Beneficiaries:

  1. CYP aged from 0 to 18 years, diagnosed with brain tumours or other cancers

  2. The parents, siblings, carers, legal guardians and close family members involved in the care of these CYP diagnosed with brain tumours or other cancers

  3. The GPs, healthcare providers and NHS professionals involved in the care of the people identified in groups 1 and 2

  4. The social groups connected to the people identified in groups 1 and 2

  5. All religious and community groups connected to the people identified in groups 1 and 2

  6. The academic institutions connected to the people identified in groups 1 and 2

  7. The employers and professional institutions connected to the people identified in groups 1 and 2

  8. Voluntary, Community, Social, & Enterprise (HVCSE) services connected to and supporting the people identified in groups 1 and 2

  9. The employers and professional organisations involved in the lives of these people identified in groups 1 and 2

3

Service Area

The London Borough of Hillingdon, and the surrounding areas

Main Activities Undertaken in Relation to The Purpose

4

Achievements and Performance

Reflections from the Coronavirus Pandemic: Impact and Recovery

The UK Charities Commission reported that 91% charities had experienced “some negative impact” from the pandemic. 57% had to cancel events or other work, 49% lost fundraising income and 32% had less access to volunteers. 60% lost income from their charitable activities, one in 100 charities had folded because Covid-19, and another 1% merged with or were in the process of merging with another organization. Covid-19 predominantly impacted 85% of charity services and delivery, 72% of their financial position and 66% of staffing and govern- - ance. (Reference: COVID 19 Survey 2021 GOV.UK)

This charity was launched in March 2020 and its wellbeing support services, recruitment, and fundraising activities were significantly affected by the March 2020 Covid-19 UK lockdown. 90% of our CYP referrals were classified as Clinically Extremely Vulnerable (CEV), placed under special restrictions or strict shielding rules, at home quarantine, to reduce the risk of transmission and to protect those undergoing cancer treatment from the COVID-19 virus. 100% of our face-to-face activities including home, hospital and hospice visits, recruitment and fundraising activities were prohibited by the lockdown rules. 90% of our income was lost and 1% of our volunteer recruitment target was achieved in period 1 (2020-2021).

The trustees report that the DLF is still encountering significant financial and service delivery challenges from the coronavirus pandemic, the 2023 Energy Price Rise, the ongoing Cost-OfLiving, and Cost-Of-Giving crisis in the UK. These conditions have further exacerbated the financial and operational impact of the coronavirus pandemic on the DLF.

As a volunteer-led, start-up holistic wellbeing support service, we showed remarkable resilience and adaptability and shifted to digital platforms, employed student volunteers, offered remote services and found new ways to support our communities in response to the critical loss of income from the coronavirus pandemic.

5

Community Outreach

  1. Holistic Wellbeing Support: we offered generalist and specialist support to CYP with brain tumours, other cancers and their families. This service was offered to CYP with brain tumours and other cancers, their parents and siblings living in Hillingdon and the surrounding areas. At the beginning of the year, we planned to double our outreach to make our services available to more CYP in the community but we encountered difficulties in recruiting volunteers and staff and were unable to reach this target. Nonetheless, we were able to directly help 33 CYP with cancer, 31 siblings and 43 parent carers at the end of the financial year. Our core wellbeing support offer includes:

    • Emotional

    • Food & Nutrition

    • Practical & Lifestyle

    • Special Education Needs & Disabilities (SEND) and Learning

    • Play, birthday cards and mailbox treats

    • Spiritual

    • Advocacy and Representation

  2. Cherry Blossoms Bereavement Outreach: This outreach service included free flexible and responsive general and specialist support that is tailored to support the families who have lost children to a brain tumour or other cancer. we faced much difficulty with this outreach and struggled to increase our face to face and virtual offering compared

  3. to 2022.

6

Events and Campaigns

7

8

9

  1. Family Centered Approach: we delivered our holistic wellbeing support service to our CYP and their families through a combination of family centered referrals, personal approaches and partnership working. The holistic needs of our CYP, their siblings and parent carers were captured using our comprehensive pro-forma during home visits and telephone conversations. This process was the hallmark of our approach and enabled the charity to work securely with our parent carers, to understand and capture the holistic priorities of their CYP, respond to changes that emerged in their children’s lives because of a brain tumour or cancer diagnosis. This process was valuable in preventing repetitive information capture, engendered trust and better engagement with our parent carers.

  2. Our strategic focus was to complement the statutory childhood palliative care service provided by the NHS to CYP with cancer by offering specific solutions that improve the holistic wellbeing support that is available to CYP with cancer and their families from the point of diagnosis onwards.

  3. We worked closely with the Paediatric Oncology Shared Care Unit (POSCU) and the general paediatric ward at The Hillingdon Hospital (THH), THH Charity and partners at the Hillingdon Brain Tumor and Injury Group (HBTIG), Carers Trust Hillingdon, Hillingdon 4 All to receive referrals and co-produce holistic wellbeing support services that support CYP with brain tumours, other cancers and their families on the ward and in the community.

  4. Over 1000 flyers were printed and distributed to stakeholders across the education and HVCSE sectors in the community during our 4 core campaign seasons. Our community outreach was primarily supported by the contributions of our trustees, volunteers and these partners. We are grateful for their support.

Strategic Partnerships

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HeadSmart UK. We have maintained an ongoing relationship with The Brain Tumour Charity (TBTC UK).

Financial Review

Against the backdrop of limited resources and insecurities over funding, it has continued to be difficult to plan or develop services. The charity is still grappling with substantial financial and service delivery challenges due to the Covid-19 pandemic, the ongoing Cost-Of-Living, Cost-Of-Giving crisis, and the 2023 Energy Price Rise in the UK. These factors have exacerbated the financial impact of the coronavirus pandemic on the charity.

Nevertheless, the charity, with the aid of good financial management and the support of both its staff and volunteers generated a very positive financial outcome for the period with a net increase in funds of just over £39,900. Its success in obtaining funding for 2022/2023 from the London Borough of Hillingdon Mayor’s Charitable Trust, and the Foyle Foundation has provided much needed additional resources to deliver on its core purpose. The charity trustees report an income of £54,382.69 for the year ending March 2024. The breakdown of the financial activities is available in the statement of financial activities. These accounts have been independently examined by Kaycee Ikegwu, who has provided an independent report to supplement this report.

Financial Recovery Plan

As a volunteer-led charity, we have shown remarkable resilience and adaptability by transitioning to digital platforms, engaging student volunteers, providing remote services, and discovering innovative ways to support our communities in response to the significant loss of income derived from the lockdown. However, our operational challenges still remain. We continue to seek long-term strategic partnerships, sponsorship opportunities, and financial investments to support our program of work and achieve our 10-year COVID-19 recovery plan.

Principal Funding Sources

The charity relies on income from grants and independent fundraising. We are not funded by the government. There are increasing constraints on the local authority expenditure and the charity will continue to seek funding from a wider group of businesses and gran makers.

Statement of Assets and Liabilities Currently no assets or liabilities

11

Structure, Governance and Management Governing Document

The DLF is a Charitable Incorporated Organization, established in November 2019 and registered as a UK charity on 8 March 2020. The charity operates a Governing Document which establishes its objects and powers and governance.

Board and Organizational Structure

The DLF board of trustees comprise of 4 members who meet quarterly and are responsible for the oversight of the direction and policy of the charity. The board of trustees consists of a diverse representation of male and female parents and person(s) with professional experience of working with CYP in the NHS in the UK and Ireland; to ensure that the needs of CYP and their parent carers are appropriately reflected through the trustee body. Governance meetings include:

Recruitment and Appointment of Trustees

Trustees are recruited on a voluntary basis and retire after two-to-four-year rotation. Trustees are eligible to offer themselves for re-election. The charity trustees are volunteers who give their time voluntarily and receive no benefits from the charity. In accordance with changes in the Charity Commission guideline, a trustee payment policy was agreed in November 2023 to govern the payment of trustees for goods and services rendered on behalf of the charity, in line with section 185 of the Charity Act 2011 (as amended) in October 2022. The trustees acknowledged the limited human resources and severe post covid-19 pressures on the operational team to continue to effectively deliver the charity’s pipeline of projects, campaigns and media and engagement services. The trustees agreed on the need to identify senior executives who would focus their skills on overseeing the design, development, implementation, and monitoring of the DLF’s campaigns, holistic wellbeing projects, media and engagement services.

The trustees acknowledged the challenges, cost implications, resource requirements, and risks associated with conducting a public recruitment drive, deeming it unaffordable in this period. As a small and growing charity, the trustees agreed that it would be more advantageous to

12

perform an internal skills audit to identify the right individual with the necessary competencies to effectively design and deliver the portfolio of services within the DLF programme pipeline and lead the media and public engagement effort. It was also agreed that for each identified project or programme, all payments to trustees and staff would not exceed the upper limit of £50% of the total project, programme cost or grant award for that period.

Angela Logun was found to meet the candidate selection criteria and was identified as the individual with the appropriate competencies to perform the function of Programme Manager/ Director outside of her trustee duties. The trustees agreed to financially compensate Angela Logun for the services rendered in directing and managing the charity’s portfolio of projects and programmes, which were outside of her standard trustee duties, on behalf of and for the benefit of the Daniella Logun Foundation (DLF).

Terry Logun was deemed to meet the candidate selection criteria and was identified as having the necessary skills to serve as the Media & Engagement Lead, separate from his trustee responsibilities. The trustees agreed to compensate Terry Logun for his work in leading the media and engagement effort, which was beyond his standard trustee duties, for the benefit of the Daniella Logun Foundation (DLF). The trustees decided that financial compensation for trustees would be provided on a part-time basis, per project or program of work, and at the rate agreed and specified in each individual's payment agreement. Any expenses incurred by the trustees on behalf of the charity were reclaimed as set out in the charity’s trustee expense policy.

To enhance the future pool of trustees, the charity aims to advertise trustee vacancies to parent carers of CYP with cancer who will become members of the charity and be willing to use their own experience to assist the charity.

Trustee Induction and Training

The current trustees are familiar with the practical work of the charity and members are regularly invited to 1:1 training with the Chief Executive Officer and to drop into the monthly operational meetings to understand the operational model of the charity. New trustees are encouraged to complete short training sessions on the Charity Commission website to familiarize themselves with their responsibilities.

A digital resource pack has been prepared with information obtained from the various Charity Commission publications signposted through the Commission’s guide “the Essential Trustee”. This is distributed to all new trustees along with the Governing document, the latest meeting

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minutes and the financial information. Feedback is gathered from the trustees about their training needs quarterly.

Risk Management

Major risks are regularly reviewed, recorded and managed at the monthly operational meetings. Issues are escalated to the trustees at the quarterly board of trustee meetings.

Reference and Administrative Information

Charity Name

Daniella Logun Foundation (DLF)

Charity Registration Number 1253687

Registered Office and Operational Address

St Matthew’s Church, High Street Yiewsley, Hillingdon. UB7 7QH

Independent Examiner Kaycee Ikegwu ACA, FCCA, CPFA

Bankers

14

Exemptions from disclosure None

Funds held as a custodian trustee on behalf of others

None

Acknowledgement:

We the trustees have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to public benefit guidance published by the commission.

This report was approved on 31 January 2025.

Signed

Angela Logun -Leko Chair Board of Trustees

15

DANIELLA LOGUN FOUNDATION STATEMENT OF FINANCIAL ACTIVITIES - Completed FOR THE YEAR ENDED 31 MARCH 2024

FOR THE YEAR ENDED 31 MARCH 2024 FOR THE YEAR ENDED 31 MARCH 2024
Restricted
funds
£
£
-
£
£
-
£
£
-
£
£
-
£
£
Restricted
-
£
£
-
£
£
-
£
£
0
0
2024
£
0
0
0
0
3224
3224
0
3224
3224
0
0
0
0
3224
3224
Notes
Unrestricted
funds
funds
STATEMENT OF FINANCIAL
ACTIVITIES
Total
Donations
30,170.80
£
Grants
10,000.00
£
Income and endowments from:
£
Expenditure on:
Other income
14,211.89
£
Total income
54,382.69
£
Charitable activities
44,952.06
£
Unrestricted
Raising funds
4,343.58
£
0
Net gains/(losses) on investments
Net movement in funds
5087
0
Total expenditure
49,295.64
£
Net income before
gains/(losses) on investments
5087
3224
Fund balances brought forward at 31 March 2023
-1863
Fund balances carried forward
Debtors
Cash at bank and in hand
CURRENT ASSETS
Property and equipment
Investments
Notes
FIXED ASSETS
at 31st March 2024
- Property
- Support and working capital
UNRESTRICTED
- Grants
FUNDS OF THE CHARITY
RESTRICTED
NET CURRENT ASSETS
NET ASSETS
CREDITORS:Amounts due within one year
General funds
TOTAL FUNDS
2024 2023
£
£
-
£
£
-
£
£
-
£
£
-
£
£
30,170.80
£
10,000.00
£
£
14,211.89
£
54,382.69
£
£
30,170.80
£
10,000.00
£
14,211.89
£
6,433.27
5,063.19
2,959.80
54,382.69
£
14,456.26
2024 2023
-
£
£
-
£
£
-
£
£
2024
£
0
0
0
0
3224
3224
0
3224
3224
0
0
0
0
3224
3224
44,952.06
£
4,343.58
£
0
49,295.64
£
5087
3224
-1863
4,343.58
£
44,952.06
£
3,514.02
12,805.14
49,295.64
£
16,319.16
-1863
0
0
2023
£
0
0
0
0
-1863
-1863
0
-1863
-1863
0
0
0
0
0
-1863
0
0
5087
0
Fund balances brought forward at 31 March 2023
Fund balances carried forward
Debtors
Cash at bank and in hand
CURRENT ASSETS
Property and equipment
Investments
Notes
FIXED ASSETS
at 31st March 2024
- Property
- Support and working capital
UNRESTRICTED
- Grants
FUNDS OF THE CHARITY
RESTRICTED
NET CURRENT ASSETS
NET ASSETS
CREDITORS:Amounts due within one year
General funds
TOTAL FUNDS
5 Support costs are allocated on the basis of charity expenditure and comprising the following: 5 Support costs are allocated on the basis of charity expenditure and comprising the following:
Cost (2023 -
Item Description 2024)
Core costs
£ 1,099.68
Promotional, Advterising & Social Media £ 842.75
Building,Facilities & Utilities £ 2,664.95
Travel & Logistics £ 1,740.83
Campaigning £ 1,760.00
Conferencing & training £ 686.00
Wellbeing Support £ 22,791.92
Charitable Donations £ 415.00
Staffing £ 14,197.58
Volunteer Costs £ 3,096.93
Total: £ 49,295.64

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the Charity Name trustees/directors/ The Daniella Logun Foundation (DLF) members of On accounts for the year 31 March 2024 ended Charity no.: 1189746 Company no.: Set out on pages (remember to include the page numbers of additional sheets)

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31/03/2024 Responsibilities and As the charity’s trustees of the Company (who are also the directors of the basis of report company for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (“the 2006 Act”). Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (“the 2011 Act”). In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act. Independent The company’s gross income exceeded £25,000 and I am qualified to examiner's statement undertake the examination of the accounts. I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that: • accounting records were not kept in accordance with section 386 of the Companies Act 2006; or

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

* Please delete the words in the brackets if they do not apply.

Date: 31/01/2025

Signed: ka cee y

1

Name: Kaycee Ikegwu

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

ACCA, CIPFA, ACA

Address: 47 Thorndon Close

Orpington

Section B Disclosure

Only complete if the examiner needs to highlight material 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 .

2