## ## ## |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| ## ##