2022-12-31-accounts

Trustees’ Annual Report for the period January 2022 to December 2022

Charity name: Love From Lucy

Charity registration number: 1196636

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Relieve sickness and to preserve the health of patients in hospitals across the whole of the United Kingdom, up to the age of 21 years old, who have previously had a heart, liver, lung, pancreas, kidney or multi-organ transplant and go on to develop Post- Transplant Lymphoproliferative Disorder(PTLD),
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	Selling Merchandise: We sell merchandise like t- shirts, hats and wristbands with our charity’s logo or message. Organise Fundraising Events: This year our main event was The Dorset Plane Pull We are also very grateful for the many donations we receive
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 great regard to the guidance issued by the Charity Commission on public benefit. The charity was established with the young ones in mind that need the help. The Trustees give careful thought how the donations and fundraising money are spent.

Additional information

Additional information
	SORP reference
Contribution made by volunteers	Para 1.38	The charity would not be able to operate without the volunteers and Trustees who give up their time in organising events, administration, media and financial aspects of the charity

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	This has been the first year in establishing the charity. Our main achievement was to promote the charity in our local area and to have a successful charity event. This enabled us to bond as a team and take the charity forward. We have been able to purchase high quality merchandise that gives good value for money. This year we have purchased a Gazeebo for charity events and a roll up banner to inform the public about Lucy and what the charity is all about and it’s aims in helping young ones suffering from PTLD

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	Starting from zero we managed to set up the charity and have £2,695 profit at the end of the period
Statement explaining the policy for holding reserves stating why they are held	Para 1.22
Amount of reserves held	Para 1.22
Reasons for holding zero reserves	Para 1.22	Our charity is not big enough to hold any reserves
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

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

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Our volunteers, Trustees and friends of Lucy fundraised by taking part in the Dorset Plane Pull. They also held their own events to donate the money to the charity.
A description of the principal risks facing the charity	Para 1.46	Principle risks to the charity are that if we do not fundraise we will not have the funds to meet our objectives.

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document	Para 1.25	Constitution
How is the charity constituted?	Para 1.25	Charitable Incorporated Organisation
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	A Trustee must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. Every charity trustee must be a natural person and be over the age of 16 years. The Trustee is made aware that it is an unpaid volunteer role.

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51	The charity trustees will make available to each new charity trustee, on or before his or her first appointment: (a) a copy of the current version of this constitution; and (b) a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts. Training courses will be available for all Trustees

	The charity’s organisational structure and any wider network with which the charity works	Para 1.51	All decisions relating to the charity are undertaken by all the trustees. A meeting will be held to discuss the matter in question, a vote is made and the decision will be taken from the majority.

Reference and Administrative details

Charity name	Love From Lucy
Other name the charity uses
Registered charity number	1196636
Charity’s principal address	60 Wessex Estate, Ringwood Hampshire BH24 1XE

Names of the charity trustees who manage the charity

	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Alice Pearson	Media
	Claire Collict	Treasurer
	Jacqueline Evans	Hospital Liaison
	Jacqueline Henley	Fundraising

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
Alice Pearson		Gazeebo,Banner,Merchandise and Collectingtins

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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) Beverley Pearson Position (eg Secretary, Administration Chair, etc) Date 31.7.23

Annual Accounts

Love From Lucy

January 2022 to December 2022

Income Sales of Merchandise Events Donations Gift Aid Total Income Expenses Merchandise Events Administration Gazeebo and Banner Printing Just Giving Fees Total Expenses Net Total £ Balance at bank 1.1.22 0 Income 4,405 Expenses 1,710 Balance at bank 31.12.22	£ £ 95 1,661 2,461 188 4,405 546 350 305 287 90 132 1,710 2,695 £ 2,695

Note to the accounts: The gazeebo and banner have a depreciation value of £144. The total expenses declared are £1,566 (total expenses £1,710 minus £144 = £1,566)

Total Charity Equity £2,838 (Bank £2,695 + Asset £143 = £2,838)