CHARITY COMMISSION, Indep•ndont examlnorf8 FOR ENGLAND AND WALES report on the accounts Section A Indo endent Examiner's Re ort 31# I>•cb•r 2024 (W •fiy) , Irrt2 I r•pM c4• •b ¢h¥lty (Ih• Trugt"l Sar Y)112 12ff24. 2011 Cts ctkn 1451SXb) d tr 14. inWnd•nt 31gn•d; qu•llll¢•llrf•} ty body 111 any): Ad•M: 23 Ck Yck Y041 W CDLF D8cembei 2024
Section B Disclosure
Only complete if the examiner needs to highlight 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 .
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Trustees' Annual Report for the period
| Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod |
|---|---|---|---|---|---|---|---|
| From | Period start date | To | Period end date | ||||
| 01 | January | 2024 | 31 | December | 2024 |
Section A Reference and administration details
Charity name Charlie Dallas Lancaster Foundation
Other names charity is known by n/a
Registered charity number (if any) 1195207
| Charity's principal address | Gardners Cottage Kilvington Hall |
Gardners Cottage Kilvington Hall |
|---|---|---|
| North Kilvington | ||
| Thirsk | ||
| Postcode | YO7 2NS |
Names of the charity trustees who manage the charity
| 1 2 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Victoria Taylor | YO7 2NS | Wholeyear | Victoria Taylor | |
| Alexandra Lancaster | YO7 2NS | Wholeyear | Alexandra Lancaster |
Names of the trustees for the charity, if any, (for example, any custodian trustees) Name Dates acted if not for whole year n/a
Section B Structure, governance and management
Description of the charity’s trusts
Constitution document Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation (‘Foundation’ model constitution) How the charity is constituted (eg. trust, association, company) Apart from the first charity trustees, every trustee must be appointed [for a Trustee selection methods term of 3 years] by a resolution passed at a properly convened meeting of (eg. appointed by, elected by) the charity trustees.
Section C Objectives and activities
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Summary of the objects of the charity set out in its governing document
Objects: For the public benefit the promotion and protection of good mental health of people living in Yorkshire and the North East of England in particular but not exclusively through the provision of grant support to existing charities and through the provision of support services.
| Objects:For the public benefit the promotion and protection of good mental health of people living in Yorkshire and the North East of England in particular but not exclusively through the provision of grant support to existing charities and through the provision of support services. |
|
|---|---|
| Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) |
As a charity we have two main objectives. • To raise awareness of mental health support in our community • Support individuals and families who need support or are at crisis point, and these services are funded through our fund raising activities. Awareness: • We have created a website and through our social media channels people in need can contract us 24 hours a day. • The website and social media channels help spread awareness of the support that is available aswell as sign posting to other charities who operate in the same space. • We take pride in organising and taking part in community based events, exercise, and group events, with our main event being ‘A mile a life’, which runs from 23rd May to 23rd June and all highlight the importance of mental health. Support: • Through trained and qualified councillors we have partnered with we have three service lines, male over 18, Teens male and female, and female over 18. These support services can be both face-to-face and/or digital delivery, based one needs/preferences. • Sessions at flexible times (weekends/evenings) e.g. for those who work/have childcare commitments. • Open to all individuals who require support regardless of ethnicity, disability, gender. • Free to access (funded through the Foundation). These are funded through our fundraising activities which include an Annual Ball, sports events such as runs and cycles, local fundraisers such as small functions, selling of branded merchandise and also donations made from the public |
Additional details of objectives and activities (Optional information)
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We have a grant making which enables the trustees to review all grant submissions to them so long as they are aligned to the promotion and protection of good mental health of people living in Yorkshire and the North East of England.
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These requests must be directly linked to a service provided or project that is aligned to the promotion and protection of good mental health and that can be measured.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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For all grants made over £1,000 additional monitoring and due diligence will be required
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There 6 volunteers who are ambassadors to the Foundation. They assist with events and fund raising as well as promoting awareness of the Foundation in the local communities we serve.
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The foundation was created in the memory of our brother Charlie Dallas Lancaster. The foundation was set up to carry on the great charity work Charlie was dedicated to his whole adult life.
We have created a strong brand and presence in the region to help and support people who are suffering with poor mental health and need some support and guidance.
The foundation has now completed its second financial year and seen the strength and growth in relationships with counsellors and support to be able to provide provision of free/low cost therapy, counselling/support face-to-face for individuals in the York/wider Yorkshire region, including our service lines:
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Menfulness (York) who provide counselling/support through Serendipity for those 18+/male.
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Al Chambers (York) and Sarah Pym (Thirsk) for females and males or those under 18 but over 10 years old
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We would pay the service provider and individual, based on needs which they assess.
This provision supports:
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Reducing stigma on Mental Health though support and education
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Improving self-harm awareness/prevention via counselling/support
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Supporting people to engage with their own health/support independence through our service providers and wellbeing activities
Through the platforms (online/social media) we have created and the awareness of positive mental health and enabling people to contact us if they are suffering/need support or know people who do. Through our service lines of counselling, we are able to get people seen to within a week of contacting us which will help the individuals, relieve pressure on NHS and help local employers who are looking to support their staff in the Yorkshire area.
Our work supports recovery, crisis prevention and connects people to stay well. Feedback from people we have supported has been positive and helped improved mental health and struggles. For people at crisis point or dealing with a crisis we have found that the speed in which we can access face-to-face or virtual support has helped. From our findings a large barrier for people reaching out for support in this cost of living crisis is funding and we have been able to support individuals through this from funds we have raised to date. We have donated funds in our third financial year which has supported over 40 individuals through support, and look to grow this in the next financial year.
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Section E Financial review
At the year end we had reserves of £89,001.79
Brief statement of the
charity’s policy on reserves
We don’t have a policy on minimum or maximum levels we must hold but have plans on deploying the reserves to our service lines as enquiries and referrals come in.
We like to have a positive balance so that we can pay for deposits on events we have planned for the future.
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
As broken down in our accounts for the second financial year our principle sources of fund raising are:
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Annual Ball: £49,346
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• Donations through local fund raising events throughout the year: £21,718
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Sales of merchandise: £2,402
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Our expenditure has supported our key objectives of providing the support and service.
Donations we have made throughout the year are to:
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£1,500 to The HUT York
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£4,000 Amber Bee CIC
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£7,000 to Menfulness who provide the counselling support.
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• £8,130 to Al Chambers and Sarah Pym who provide counselling support
Other expenditure was costs to put on events (the Ball) £21,483 and merchandise which we either sell to the public for a donation or donate to athletes or helpers which cost £3,218.
We have continued to provide awareness boards in community venues and local businesses, these have cost us £2,074
Other expenses in the year were £716 which was for postage, just giving and website costs.
We have a good structure in place for our grant making and we are in regular dialogue with our service lines so can gauge when funding is required and we overlay this into our fundraising plans for the year.
Section F Other optional information
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18 Section G Declaration Tho trust•os d•clar• that they have approved the trustees. report al)ove. Sign•d on b•h# of th• charity's truBt• SlgnatrJr•lg1 Full Tayh)r Alexandra kncasler pttl<) l•g S•cr•try, Chair. Tntee 16 oq CDLF D8cembei 2024
CHARITY COMMISSION FOR ENGIAND AND WALE Charlie Dallas LancasQei Foundation 1195207 Receipts and payments accounts CC16a For the period from 0110112024 3111212024 To Section A Receipts and payments Unrestricted fund8 Qo Qhe neaiesQ Restricted fund8 to the nearest Endowment funds to the nearest Total funds Last year Qo Qhe neaiesQ to the nearest A1 Recei 2024 Annual Ball Merchandise Donations Fund iaisin ovonls 49.346 2.4112 21.718 49.346 2.402 21.718 la la la Sub tozaJlGross Income for ARJ 73.466 73.466 A2 A$8el and investment 8abe¥ la la Sub ro1 ToTal recewts 73.466 73.486 A3Pa ment8 Ball Costs 8oafds Councilling DonaiioThs made IT costs Postag• Jusi Giving Merchandise 313 186 216 313 186 216 Sub total 48.12 48.12 A4 Assel and investment UTchases see table Sub total Totalpayments 48.120 48.120 Nei Ofreceipt(paYfftetsj A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 25.346 25.346 63.655 89.001 63.655 89.001 CDLF D8cembei 2024
Section 8 Statement of assets and liabilities at the end of the period Unrèstncted Restnciod Endowrnent 81 ¢••h fwKI• rotyl ¢•4h fvAd• fvrwjs fuwm Dot•lls ¢harfty'* o¥¥n 85 U•bllltlB• Date L fN CDLF 10 D8cembei 2024