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2023-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2022

To 31/03/2023

Charity name: Thumbs up for Charlie

Charity registration number: 1198109

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The object of the charity is to
1. To provide UK based respite breaks for
families and carers whose child has
been diagnosed with a childhood brain
tumour; families whose child is
terminally ill as a consequence of a
childhood brain tumour; families who are
bereaved as a consequence of a
childhood brain tumour.
2. To raise funds for future research aimed
at paediatric brain tumours and more
specifically ependymoma brain tumours.
Working closely with Alder Hey
Children’s hospital and their Oncology
and neurological teams.
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		 The main activities of the charity are to
raise funds through donations and
fundraising events such as the sponsored
‘Lands End to John O’Groats bike ride’
(LEJOG)
Private donations received including
significant donations received from Charlies
Convoy and from Craig, running a series of
6 Ultra Marathons in the year of 2021.
Key projects supported during the year
include;
1.
To providing respite breaks for families
whose child has been diagnosed with a
brain tumour or families bereaved
because of a childhood brain tumour.
2.
The Combat Research Project, which is
aimed at helping to better inform
families whose child is diagnosed with a
paediatric brain tumour, by supporting
Hospitals (e.g. Alder Hey Children's
Hospital) and/or Charities (e.g. The
Brain Tumour Charity, Brain Tumour
Research) to carry out future research
into the treatment of childhood brain
tumours, more specifically
ependymomas.
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 had regard to the Charity
Commissionʼs guidance on public benefit
when
planning all events and determining how
best to
utilise funds raised.

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38 N/A
Policy on social investment
including program related
investment		 Para 1.38 N/A
Contribution made by
volunteers		 Para 1.38 Thumbs up for Charlie could not function
without the time and dedication of many
volunteers and we are extremely grateful
for their support.
Other N/A

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 2023 was a successful first year for the
charity, since our formation and formal
registration as a charity we have:
Received donations totalling £71,384,
including donations received through
JustGiving, £62,132 and Garstang Rugby
Union, £6,104.
Fundraising events income totalled,
£25,588 including £15,000 from LEJOG
and £6,131 from Craig’s Ultra marathons.
Costs associated with fundraising events
were £11,367 resulting in available profit of
£14,220 from fundraising for charities

activities. The above resources were utilised in providing and scheduled respite for 35 families, £20,439 and £12,000 to help support our first research project with Alder Hey Children’s Hospital. Funding ‘the Combat Project’ research that will help standardise the reporting of brain Tumours.

Additional information (optional)

You may choose to include further statements where relevant about:


Achievements against
objectives set
Para 1.41
Details given above
Performance of fundraising
activities against objectives
set		 Para 1.41 Details given above
Investment performance
against objectives		 Para 1.41 N/A
Other N/A

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 At year-end, the charity had £48,247 in the
bank.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 N/A
Amount of reserves held Para 1.22 N/A
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 Given the strong cash position of the
charity, there is no uncertainty surrounding
the charity continuing as a going concern.

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
Given above
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 N/A
A description of the principal
risks facing the charity		 Para 1.46 N/A
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Trust deed
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Unincorporated Association
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 Trustees are appointed or reappointed
annually at our AGM.

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
N/A
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 N/A
Relationship with any
related parties		 Para 1.51 N/A
Other The success of the charity is due solely to
the tireless work of countless volunteers,
our trustees and community all of whom
are striving to help the Charity.

Reference and Administrative details

Charity name Thumbs up for Charlie
Other name the charity uses
Registered charity number 1198109
Charity’s principal address Hedgerows, Preston Road, Inskip, Preston, Lancashire.
PR4 0TT

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
John Andrew
Robinson		 02/02/2022-31/03/2023
David Bosson 02/02/2022-31/03/2023
Nicola Jane
Robinson		 02/02/2022-31/03/2023
Paul Samuel
Brown		 02/02/2022-31/03/2023

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of
adviser		 Name
Address		 Name
Address
Bank Virgin Money 40 St Vincent Place, Glasgow, Scotland. G12HL

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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)

Position (eg Secretary, Chair, etc)

Date

Charity Name

Thumbs up for Charlie
 Charity Name

Thumbs up for Charlie
 Charity Name

Thumbs up for Charlie
 No (if any)
1198109
For the period
from		 Period start date
4/1/2022		 To
 Period end date
3/31/2023
Section A Receipts and payments
A1 Receipts
Donations
71,384
Fundraising
25,588
Other income
394
-
-
-
-
-
97,366
-
-
Sub total -
Total receipts 97,366
A3 Payments
Events / Fundraisingactivities
11,367
The Combat Rearch Project
12,000
Respite accomodation and costs
20,439
Justgivingcharges
1,477
Website costs
1,269
Advertising
780
Insurance
351
Sundries
316
Sub total 48,000
Computer equipement
1,119
Sub total 1,119
Total payments 49,119
Net of receipts/(payments) 48,247
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 48,247
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £
71,384
25,588
394
-
-
-
-
-
97,366
-
-
-
97,366
11,367
12,000
20,439
1,477
1,269
780
351
316
-
-
-
48,000
1,119
-
1,119
49,119
48,247
-
-
48,247		 Last year
to the nearest £
-
-
-
-
-
-
-
-
-		 71,384
25,588
394
-
-
-
-
-
97,366 -
-
-
-		 -
- -
- -
- 97,366 -
-
-
-
-
-
-
-
-
-
-
-		 11,367
12,000
20,439
1,477
1,269
780
351
316
-
-
-
48,000 -
-
-
-		 1,119
-
1,119 -
- 49,119 -
- -
-
-
-		 48,247 -
- - -
- -
- 48,247 -

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use		 Details
Bank account
Details
Details
Details
Computer Equipment
Details
Accrual
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
48,247
-
48,247
OK
to nearest £
-
-
-
-
-
-
Unrestricted
Unrestricted
Unrestricted
funds
Unrestricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates		 to nearest £
-
-
-
-
OK
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
1,119
-
-
-
-
-
-
-
-
1,500
-
-
-
Restricted
funds
Restricted
funds
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
When due
(optional)
Accrual Unrestricted 1,500
-
-
-

Signed by one or two trustees on behalf of all the trustees

Signature

Date of Print Name approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages		 Charity Name
Thumbs up for Charlie		 Charity Name
Thumbs up for Charlie		 Charity Name
Thumbs up for Charlie
31 MARCH 2023 Charity no
(if any)		 1198109
1-2
(remember to include the page numbers of additional sheets)

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed:
Name:
Relevant professional
qualification(s) or body
(if any):
Address:

 G Telford 23.01.24
Gillian Telford – Verve Accountancy Limited
MAAT
39 NORTHGATE, WHITE LUND,
MORECAMBE, LANCASHIRE
LA3 3PA

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).

1

IER

June 2023

Give here brief details of any items that the examiner wishes to disclose .

2

IER

June 2023