2023-04-01-accounts

Trustees’ Annual Report for the period

From 05 April 2022 To 01 April 2023

Charity name: MORECAMBE BAY PULMONARY FIBROSIS SUPPORT GROUP

Charity registration number:1198516

Objectives and Activities

The Objectives of the charity are;

• To provide support to anyone in the Morecambe Bay area that is diagnosed with pulmonary fibrosis and their carers, family and friends;

• To provide a safe place to provide peer support.

The principle activities are aimed to relieve the needs of persons suffering from pulmonary fibrosis, primarily, but not exclusively, in the Morecambe Bay area by raising awareness of the lung disease pulmonary fibrosis and to support group activities

The principle services provided include the following activities

• Network meetings providing mutual support and professional support from experts both from a medical and non-medical background in both in person and virtual meetings

• Website with signposted links for support services

• Facebook page to signpost meetings and other services available.

The trustees have had regard to the guidance issued by the Charity Commission on public benefit and are aware of the guidance and take it into account when making decisions.

Achievements and Performance

We have continued to meet in Burton Memorial Hall every 2 months and also on Zoom for the alternate month, therefore providing a monthly meeting and enabling access to as many people as possible including those who are unable or reluctant to leave their home. We have also met in Barrow every 2 months. There is no charge for the attendees. Both groups have grown with around 70 patients now registered with us.

Attendance at the groups varies but we now have a few carers and bereaved carers helping. A range of speakers have attended including Age UK, Citizens Advice South Lakes, Hospice, and respiratory physio. There is always a respiratory nurse in attendance.

The groups are an opportunity to meet other patients and carers who are affected by pulmonary fibrosis. Peer support is invaluable and friendships have clearly been made through the groups, although this can be difficult when dealing with patients dying. Feedback from the groups is very positive and it is seen as an excellent service that is providing critical support to both the patients and carers and helping improve the quality of life for many.

There have been opportunities for group users to get involved in research, with a PhD student and a national Action for Pulmonary Fibrosis survey which is now being used to publicize and enable change to services nationally.

A simple website has been developed website, in which we have incorporated a donate button.

Financial Review

The Charity ended the financial year with a cash balance of £1289. The principle sources of income were a range of small donations and a grant of £600 from The Lancaster Community Fund. The charity is only in its first operating year and as such there are some uncertainties in the ongoing costs and revenue but the cash reserves held should cover the most likely operating costs for the next financial year and hence the trustees consider the current reserves held to be sufficient. The trustees have not received any remuneration and only the expenses of running the meetings have been charged to the accounts.

The charity has no investments beyond the bank account which is now a free account reducing the costs to the charity.

Structure, Governance and Management

Type of governing document: Constitution How is the charity constituted: Charitable Incorporated Organisation Registered 5[th] April 2022

Trustees are appointed at any meeting of the Trustees and are appointed for a period of three years. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. The trustees meet at least 4 times a year

Names of the charity trustees who manage the charity

----- Start of picture text -----
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee (if
whole year
any)
1 Wendy Jones Chair
2 Dr Patrick Haslam Trustee
3 Dr Timothy Gatheral Trustee
4 Martin Jones Treasurer
5 Natalie Waddington Trustee
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Reference and Administrative details

Charity name	Morecambe Bay Pulmonary Fibrosis Support Group
Other name the charity uses	Not Applicable
Registered charity number	1198516
Charity’s principal address	9 HAZELMOUNT CRESCENT MILLHEAD CARNFORTH LANCASHIRE LA5 9HS

Funds held as custodian trustees on behalf of others

There are no funds held on behalf of others

Exemptions from disclosure

There are no non-disclosures

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Martin Jones Full name(s) Martin Jones Position (eg Secretary, Treasurer Chair, etc) Date XXXXXXXX

Morecambe Bay Pulmonary Fibrosis Support Group
		Statement of Financial Position
		For the Year Ended 1 April 2023
		2022-23				Prior Year
		Unrestricted Funds	Restricted **Funds **	Total Funds		Total Funds
		£	£	£		£
Receipts & Payments
Grants & Donations		1267	0	1267		862
Gift Aid Recpts		0	0	0
Total Reipts		1267	0	1267		862
Payments
Room Hire		34		34
Event Costs		13		13
Office/Admin		144		144		614
Bank Charges		15		15		20
Total Payments		206	0	206		634
Net of reciepits/(Payments)		1061	0	1061		228
Cash funds atprioryear		228	0	228		0
Cash funds for thisyear end		1289	0	1289		228
Assets & Liabilities
Cash funds(Cash at Bank)		1289	0	1289		228
Other monetaryassets		0	0	0		0
Investment Assets		0	0	0		0
Liabilities		0	0	0		0
Signed(on Behalf of Trustees)		Martin Jones
		Martin Jones