| Objecti | ves and | Activiti | es | ||
|---|---|---|---|---|---|
| SORP reference | |||||
| Summary | ofthe purposes of | Para 1.17 | The purpose ofthe charity is to make grants |
||
| the charity as set out | in its | to other UK registered charities, and in |
|||
| governing | document | particular those which: |
|||
| - Provide items, facilities or services to | |||||
| vulnerable people with a life limiting or |
|||||
| terminable illness |
|||||
| - Carry out cancer research especially | for | ||||
| Adrenal Cancer, and other endocrine |
|||||
| cancers. | |||||
| - N/ork to advance environmental protection |
|||||
| or improvement by the conservation |
of | ||||
| flora/fauna, habitat or species. |
|||||
| Summary | ofthe main | Para 1.17and 1.19 | The main activities ofthe charity, as | ||
| activities | in relation to those | identified in the accounts, are detailed |
in the | ||
| purposes | for the public | section on "Achievements and Performance" |
|||
| benefit, in particular, |
the | below. | |||
| activities, | projects or | services | |||
| identified | in the accounts. | ||||
| Statement | confirming | Para 1.18 | The trustees can confirm that they have had | ||
| whether the trustees |
have | regard to the guidance issued by the Charity |
|||
| had regard to the guidance | Commission on public benefit. |
||||
| issued by | the Charity | ||||
| Commission on public benefit |
| SORP reference | |||||
|---|---|---|---|---|---|
| Summary ofthe main achievements ofthe charity, |
Para 1.20 | 1. In April 2022 the charity made a donation ofE10,000to the Association for Multiple |
|||
| identifying | the | difference the | Endocrine Disorders (AMEND) This was |
||
| charity's | work | has made to | the first ofthree annual grants, each of |
||
| the circumstances of its |
f10,000, which will be made to AMEND |
||||
| beneficiaries and any wider |
specifically to fund research into |
||||
| benefits to society as a | Adrenocortical Cancer. Elliot Dallen was |
||||
| whole. | diagnosed with stage 4 ACC in May 2018, |
||||
| and despite surgery and chemotherapy died in September 2020, aged 31. |
|||||
| 2. In July 2022 the charity also donated f33,330to Maggie's, which provides free |
|||||
| support to people with cancer, including | |||||
| their family and friends. The grant was | |||||
| specifically for their centre in Cardiff, to |
|||||
| help fund their psychological support |
|||||
| team. Elliot found this service invaluable | |||||
| when given his incurable diagnosis in |
|||||
| 2018,aged just 29years old. | |||||
| The charity is making a difference because | it | ||||
| is raising money and making grants to other | |||||
| UK charities, over and above what those | |||||
| charities are raising themselves. |
| Finan | cial Review |
cial Review |
|||
|---|---|---|---|---|---|
| Review | ofthe charity*s | Para 1.21 | The charity has just completed its second |
||
| financial | position at | the end | year of activity and is in a healthy financial |
||
| ofthe period | position. | ||||
| Statement explaining |
the | Para 1.22 | There is | no written policy for holding |
|
| policy for holding reserves | reserves, | but the trustees want the charity to | |||
| stating | why they are | held | continue | for many years. Expenditure will |
|
| therefore | be managed to ensure that |
||||
| sufficient | funds are available for future years. |
||||
| Amount | ofreserves | held | Para 1.22 | No fixed | sum has been agreed but will be |
| reviewed | on a yearly basis. In January 2023 | ||||
| the trustees moved f30,000 from the bank |
| account to a 1 year fixed term savings bond, | account to a 1 year fixed term savings bond, | ||||
|---|---|---|---|---|---|
| and | 630,000to a 2 year fixed savings bond. | ||||
| Reasons for | holding zero | Para 1.22 | Not | applicable. | |
| reserves | |||||
| Details offund materially | in | Para 1.24 | The | charity is not in deficit and is in a healthy | |
| deficit | financial position. |
||||
| Explanation | ofany | Para 1.23 | This is the trustee's second annual report, |
||
| uncertainties | about the | and | there are no uncertainties about the |
||
| charity continuing as a going | charity continuing as a going concern. | ||||
| concern | |||||
| Structure, Governance |
and Management | ||||
| Description | ofcharity's trusts: | ||||
| Type of governing document |
Para 1.25 | Trust Deed | |||
| How is the charity | Para 1.25 | Trust, with a minimum of3trustees. |
|||
| constituted? | |||||
| Trustee selection methods | Para 1.25 | Section 9ofthe Elliot Dallen Trust deed | |||
| including details of any |
states that: | ||||
| constitutional provisions election to post or name |
e.g. of |
1. | There must be at least 3trustees. Apart | ||
| any person | or body entitled | from the first trustees, every trustee must | |||
| to appoint one or more | be appointed for a term of2 years by a |
||||
| trustees | resolution ofthe trustees passed at a |
||||
| special meeting. | |||||
| 2. | In selecting individuals for appointment |
||||
| as trustees, the trustees must have |
|||||
| regard to the skills, knowledge and |
|||||
| experience needed for the effective | |||||
| administration ofthe charity. |
| Charity | name | Elliot Dallen Trust |
|---|---|---|
| Other | name the charity uses | None |
| Names | ofthe charity tru | stees who | manage the ch | arity |
|---|---|---|---|---|
| Trustee | name | Office | Dates acted if | Name ofperson (or |
| (ifany) | not for whole | body) entitled to | ||
| year | appoint trustee (ifany) | |||
| Rona Jennifer Thorn Lenczner | Chair | Whole year | Not applicable | |
| Annabel | Lusia Dallen | Secretary | Whole year | Not applicable |
| Peter Dallen | Treasurer | Whole year | Not applicable |
| The Directions and documentation | Step | Working | |||
|---|---|---|---|---|---|
| done? | paper | ||||
| reference | |||||
| Direction 1:Check whether the charity is eligible to | have | ||||
| an independent examination |
|||||
| Checked the charity audit threshold applying to the accounts to |
es | ||||
| be reviewed | |||||
| Checked an audit is not required for any other reason |
es | ||||
| Confirmed the charity is eligible for independent examination |
es | ||||
| Confirmed the amount ofthe charity's income to figure |
shown | es | |||
| the accounts (including any branches) and confirmed that |
|||||
| income and assets are below the audit threshold or, if |
|||||
| applicable, obtained a copy ofthe letter from the Commission |
|||||
| a rovin an audit dis ensation |
|||||
| Ifthe charity has one or more subsidiaries confirmed that |
group | N/A | |||
| accounts are not re uired b law |
|||||
| Ifa charitable company checked that the audit exemption |
N/A | ||||
| statement has been made |
|||||
| Ifapplicable, rechecked the threshold calculation during |
the | N/A | |||
| examination | |||||
| Ifthe charity's income is more than f250,000 confirmed |
that | N/A | |||
| the examiner isa member ofone ofthe listed bodies | |||||
| Ifapplicable, informed the trustees that the charity is not |
N/A | ||||
| eli ible for an inde endent examination |
|||||
| Ifreceipts and payments accounts have been prepared, |
es | ||||
| checked that the charity's gross income is less than f250,000 | |||||
| and that it is not a corn an |
|||||
| Ifreceipts and payments accounts have been prepared, |
check | es | |||
| that there is no requirement to prepare accruals accounts the charit 's overnin document or for an other reason |
in | ||||
| Ifapplicable, informed the trustees that the charity is not |
N/A | ||||
| eli ibleto re are recei tsand a mentsaccounts |
|||||
| Direction 2:Check for any conflict ofinterest that prevents | |||||
| the examiner from carrying out their independent | |||||
| examination | |||||
| Confirmed that there are no close personal relationships |
with | es | |||
| the trustees that compromise independence |
|||||
| Confirmed as having no the day to day involvement in the |
es | ||||
| administration ofthe charit |
|||||
| Ifproviding other services to the charity then confirmed |
that all | N/A | |||
| the criteria in Direction 2 necessa for inde endence are |
met | ||||
| Identified that there are no circumstances in the examiner's |
es | ||||
| judgement that would reasonably lead to the perception |
that | ||||
| the examiner is not inde endent |
| The Directions and documentation | Step | Working | ||||
|---|---|---|---|---|---|---|
| done? | paper | |||||
| reference | ||||||
| Considered whether sufficiently skilled to carry out the |
es | |||||
| examination and, where required, confirmed membership |
ofa | |||||
| listed bod | ||||||
| Ifapplicable, informed the trustees that you are not eligible |
to | N/A | ||||
| car out the inde endent examination |
||||||
| Direction 3:Record your independent examination |
||||||
| File ofworking papers prepared to document the work |
Yes | |||||
| undertaken (see the Direction for guidance on key working |
||||||
| a ers | ||||||
| Evidence ofappointment on file |
Yes | |||||
| Ifissued, letter ofengagement signed by the trustees |
on | file | N/A | |||
| Documentation ofsteps re uired b Direction 1 are all |
done | es | ||||
| Documentation that steps required by Direction 2 are all |
done | Yes | ||||
| Analytical review documented |
||||||
| Areas ofconcern identified and noted whether these were |
N/A | |||||
| resolved or ifunresolved and significant have included |
them | in | ||||
| the examiner's re ort |
||||||
| Verification and vouching procedures undertaken and |
any | es | ||||
| checks made are on file | ||||||
| Copy of approved accounts on file |
es | |||||
| Copy oftrustees' annual report on file |
es | |||||
| Copies of information relied upon as part ofthe examination |
es | |||||
| are on file | ||||||
| Ifapplicable, copies ofwritten assurances given |
N/A | |||||
| Recorded the conclusions drawn as an outcome ofthe |
es | |||||
| independent examination that support the examiner's |
report | |||||
| are on file | ||||||
| Recorded any matters of material significance about which |
a | N/A | ||||
| re ort must be made direct to the Commission | ||||||
| Recorded whether to exercise discretion and report on relevant |
N/A | |||||
| matters direct to the Commission | ||||||
| Direction 4:Plan our inde endent examination |
||||||
| Obtained an understanding ofthe charity's constitution, |
es | |||||
| objectives, organisational structure, the funds managed, |
its | |||||
| activities and accountin records and s stems |
||||||
| Planned specific examination procedures appropriate |
to | the | es | |||
| circumstances ofthe charit |
||||||
| Reviewed whether any areas for improvement were advised |
to | N/A | ||||
| the trustees in the previous year's independent examiner's |
||||||
| report (or audit report and management letter) and looked |
to | |||||
| see ifan action taken |
||||||
| Considered the financial risks identified and, where accruals |
es | |||||
| accounts prepared, considered whether the trustees have |
||||||
| evidence that shows that the charity isa going concern | ||||||
| Noted any implications for the examiner's report and for |
N/A | |||||
| se aratere ortin tothe Commission |
| Corporate donations | (restricted | funds - Raffle Prize) | 250.0Q | |
|---|---|---|---|---|
| Personal donations | (including | Gift Aid) | 27,269.71 | |
| Bank interest | 219.96 | |||
| Total receipts | 2~77 ~7 |
| Grants to registered | charities | 43,330.00 |
|---|---|---|
| Publicity/Fundraising | 247.90 | |
| Raffle Prize (from restricted funds) | 250.QO | |
| Bank fees | 73.50 |
| Cash | in bank | 125,188.99 |
|---|---|---|
| Savings Accounts Cash in hand (petty cash) |
60,000.00 ~11.2 |
|
| Total | Assets | 185,200.61 |
| I | Tl | 0.00 |