## **Trustees’ Annual Report**
## **of**
## **Love From Lucy**
## For the year ended 31 December 2024
|**CONTENTS**||
|---|---|
||Page|
|Trustees’ Annual Report|2 – 3|
|Annual Financial Report|4|
|Summary of Financial Receipts||
|& Payments|5|
|Statement of Assets|5|
|Notes to the accounts|6|
Charity Address: 60 Wessex Estate, Ringwood, Hampshire, BH24 1XE
Treasurer: Mrs Claire Collict, Mininsden, 40 Eastbourne Road, Lower Willingdon, East Sussex, BN20 9NS
Bank **:** National Westminster Bank PLC, 250 Bishopsgate, London EC2M 4AA
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## **Love From Lucy - Trustees Annual Report for 2024**
## **Our aims and purposes as a charity**
Love From Lucy aims to help children and young ones up to the age of 21 years of age who have previously had a heart, liver, lung, pancreas, kidney or multi-organ transplant and go on to develop Post-Transplant Lymphoproliferative Disorder (PTLD) by:
- Helping to relieve the effects of undergoing chemotherapy
- To providing items that will bring them joy while in a hospital bed
- Provide them with vouchers to obtain their favourite food while in hospital
- Clothing that will help ease their symptoms of the chemotherapy
- Signpost their family to organisations that can give them support
- Provide mental health therapy for the siblings of the cancer patient
- To campaign for the right of every young person who has had a transplant to have regular blood tests to prevent PTLD from developing
## **What we planned to do to achieve our charitable objectives**
When planning our activities for the year, the Trustees’ have considered the Charity Commission’s guidance on public benefit and have taken it into account when making a decision to which the guidance is relevant
For 2024 we discussed and planned the following objectives and activities to fulfil our aims.
- To reach out to the public to fundraise for the charity by taking part in a Quiz Night
- To arrange a Boat Trip around Poole Harbour with City Cruises
- To update the website to make it more appealing to those visiting it
- Continue to spread Lucy’s message by encouraging shop owners to have a collection tin
- To compile a leaflet explaining PTLD, where the patient and their families can get help and support, how to donate to the charity or set up a monthly donation and to distribute it to hospitals
## **Financial Review**
## Incoming and outgoing resources
The total receipts on general unrestricted funds received were £10,683 and are detailed in the Financial Report.
In 2023 a dearly beloved trustee was suffering mental trauma due to losing someone to PTLD. Love From Lucy funded their treatment. In 2024, since receiving the counselling, the Trustee refunded the amount back to the charity as a Thank you for helping them.
The leaflet is being compiled, the charity is struggling to get the balance of information and pictures correct. There has to be a positive message in the leaflet but at the same time the patient and parents need informative information.
We were very grateful to Card Factory Donation and British Gas for their donations along with Harkness Roses who sell a rose in memory of Lucy and donate £2.50 per rose sold.
## Staff Costs
The Charity makes no payments for staff; the Trustees’ and volunteers do not get paid for the work they do.
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## Trustee payments and expenses
There were no payments to persons related to or connected to the Trustees for expenses.
## Why we hold no money in reserve
The charity is unable to have a reserve at this time due to the funds being very small. The charity will look to try and maintain a balance on the general unrestricted funds which equates to at least three months’ unrestricted payments as contingency against unforeseen situations. At present, the unrestricted funds are kept under regular review.
## **Structure, governance and management of the Charity**
Love From Lucy is a Constitute Incorporated Organisation and has a Constitution governing document.
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.
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.
- (c) Training courses will be available for all Trustees.
- (d) We are always looking for new Trustees and try to ensure a balance of skills and experience where possible.
## **Reference and Administrative details**
Charity Name: Love From Lucy Registered Charity Number: 1196636 Charity Address: 60 Wessex Estate, Ringwood, Hampshire BH24 1XE
Charity Trustees’ Alice Pearson Media Claire Collict Treasurer Jacqueline Evans Hospital Liaison
Administration Beverley Pearson
Property belonging to the charity held by Alice Pearson is: Gazeebo, Banner, Chairs, Merchandise, Phone, Sum up machine and Collecting tins.
Property belonging to the charity held by Claire Collict is: Banner and orange tablecloth.
All decisions relating to the charity are undertaken by all the trustees. Online meetings will be held to discuss the accounts and any other matters arising, a vote is made and the decision will be taken from the majority.
The Trustees ‘Annual Report was approved by the Trustees’ above and signed on their behalf by Beverley Pearson - Administrator
…………………………………………………..
Date: 25 August 2025
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## **Annual Financial Report**
## **of**
## **Love From Lucy**
## **For the year ending December 2024**
|**CONTENTS**||
|---|---|
||Page|
|Summary of Financial Receipts and Payments|5|
|Balance Sheet (Assets and Liabilities statement)|5|
|Notes to the accounts|6|
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## **Summary of Financial Receipts & Payments**
The financial effect of our activities during the year can be summarised as follows: Note: There have been no restricted funds during 2023.
|2024
**Income**
£
Sales of Merchandise
264
Events
2,302
Donations
8,122
Gift Aid
Total Income
10,688
Note 2
**Expenses**
Merchandise
0
Helping Young Ones
-1,200
Events
1, 570
Administration
233
Fees
Banner (Capital Asset)
Total Expenses
603
Note 3
_Reconciliation of funds:_
**Net Income or (net) expenditure**
Bank accounts at 1 January
**Bank accounts at 31 December**
**Paypal donations**
**Total Income and expenditure**
**Statement of Assets as at 31 December 2024**
**_Monetary assets_**
Bank current account
Paypal - Merchandise – Note 4
Capital Asset - Banner
**Total assets at 31 December 2024**|2023
£
52
157
136
2
347
320
1,200
231
756
216
36
2,759
**Total ’24**
**10,028**
283
**10,311**
**57**
**10,085**
**Totals**
**2024**
10,311
122
**10,433**|2022
£
95
1,661
2,461
188
4,405
546
350
682
132
1,710
**Total ‘23 Total ‘22**
(2,412) 2,695
2,695
0
**283**
**2,695**
**Totals**
**Totals**
**2023**
**2022**
283
2,695
65
36
143
**384**
**2,838**|
|---|---|---|
This financial report for the year ended 31[st] December 2024, including the notes following, was approved by the Trustees’ and signed on its behalf by the Administrator Beverley Pearson:
……………………………………………………………………..
**Date: 25 August 24**
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## **Love From Lucy**
## **Notes to the Financial Report**
**1.** The financial statements of the Charity have been prepared in accordance with the Charities Act 2022, using the receipts and Payments basis.
|**2. Analysis of total received**|**2024**|**2023**|**2022**|
|---|---|---|---|
||£|£|£|
|Merchandise**(**Note 4)|264|52|95|
|Quiz Night (Including Food)|250|157|1,661|
|Poole Boat Trip (Including Food)|1744|||
|Poole Boat Trip Raffle|308|||
|Donations|6043|136|2,461|
|Gift Aid from Just Giving|2022|2|188|
|Paypal Giving Fund|57|||
|**Total Received on all funds**|**10,688**|**347**|**4,405**|
|**3. Analysis of total paid**|**2024**|**2023**|**2022**|
||£|£|£|
|Merchandise - Orange bugs and beanies||320|546|
|Plane Pull Deposit||130|350|
|Refund of plane pull entry||101||
|Money Spent help young ones|(1200)|1,200||
|Poole Boat Trip (including food)|1560|||
|Quiz Night|10|||
|**Administration:**||||
|Web Hosting – 123 Reg|32|464|226|
|Tesco – Orange chairs|||30|
|Printing|||90|
|Stationery|||2|
|Refund from Tesco for fraudulent activity on our bank account|||(24)|
|Postage|||70|
|Bank/Finance Charge|5||4|
|Just Giving Fees||216|128|
|Licence/Permits – Adobe Licence||196||
|Insurance – Zurich|96|96||
|Capital Asset - Banner (2)||36|288|
|HMRC|100|||
|**Total paid on all funds**|**603**
|**2,759**|
**1,710**|
**4. PayPal** has a balance of £122. This is where the public have made a deposit for merchandise. The Trustees’ have decided to leave it in the account to spend in the future as there is a cost for transferring it to the bank account.
**5.** No payments were paid to any Trustee, Volunteer, persons closely connected to them or related parties.
## **Respective responsibilities of Trustees**
The Trustees’ are responsible for the preparation of the annual reports. The Trustees’ consider that an audit is not required under the Charities Act 2022 (“The Charities Act”) and that an independent examination is not needed.
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