OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

Trustees’ Annual Report for the period

From 01/04/2023

To 31/03/2024

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.
Our fundraising events throughout the year
were Coast 2 Coast, Charlie’s Convoy,
Longridge Golf Day.
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.
Since the Charity was formed we have sent
and scheduled respite for 61 families.
We now support the second phase of
research at Alderyhey Children’s Hospital.
Funding the Combat Project research that
will help standardise the reporting of brain
tumours.
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

----- Start of picture text -----
SORP reference
----- End of picture text -----

Achievements and Performance Achievements and Performance 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 2024 was another successful year for the
charity, since our formation and formal
registration as a charity we have:
Received income from donations and
fundraising events totalled £95,008,
including donations received through
JustGiving, £46,631.
Costs associated with fundraising events
were £22,219 resulting in available profit of
£72,789 from fundraising for charities
activities.
The above resources of £24,472 were
utilised in providing and scheduled respite
for families,
and
£18,000 to help support the 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

Review of the charity’s
financial position at the end
of the period		 Para 1.21 At year-end, the charity had £70,126 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

----- Start of picture text -----
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
----- End of picture text -----

Names of the charity trustees who manage the charity

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

– 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 Name Address
adviser
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)[Mr John Andrew Robinson ] Position (eg Secretary, Chair Chair, etc) Date 17th December 2024

----- Start of picture text -----
Thumbs Up for Charlie Limited No (if any)
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 01-Apr-23 31-Mar-24
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations & Fundraising 94,659 - - 94,659 -
Other Income 348 - - 348 -
- - - -
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
95,008 - - 95,008 -
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 95,008 - - 95,008 -
A3 Payments
Events/Fundraising activities 22,219 - - 22,219 -
The Combat Research Project 18,000 - - 18,000 -
Respite accommodation and costs 24,472 24,472
Justgiving Charges 1,140 1,140
Website Costs 3,625 - - 3,625 -
Advertising 150 - - 150 -
Insurance 461 461
Professional Fees 1,800 - - 1,800 -
Sundries 1,068 - - 1,068 -
-
- - - -
-
-
- - - -
- - - - -
Sub total [ 72,935 ] - - 72,935 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 72,935 - - 72,935 -
Net of receipts/(payments) 22,073 - - 22,073 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end 22,073 - - 22,073 -
----- End of picture text -----

CCXX R1 accounts (SS)

17/12/2024

1

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

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Bank Account
Details
Details
Computer Equipment
Details
Accrual
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
70,126
-
-
-
-
-
70,126
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
Unrestricted
1,119
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
Unrestricted
1,800
-
-
-
-
Print Name
John Robinson		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
895
-
-
-
-
-
-
-
-
When due
(optional)
31.12.24
Date of
approval

CCXX R2 accounts (SS)

17/12/2024

2

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Thumbs up for Charlie On accounts for the year 31 MARCH 2024 Charity no 1198109 ended (if any) Set out on pages 1-2 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2024.

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 examiner's statement

I have completed my examination. I confirm that no material matters have 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
Date:		 17.12.24
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

June 2023

IER

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

2

June 2023

IER