## **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)