Trustees’ Annual Report for the period
From 01 April 2024
To 30 April 2025
Charity name: MORECAMBE BAY PULMONARY FIBROSIS SUPPORT GROUP
Charity registration number:1198516
Objectives and Activities
The Objectives of the charity are;
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To provide support to anyone in the Morecambe Bay area that is diagnosed with pulmonary fibrosis and their carers, family and friends;
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To provide a safe place to provide peer support.
The principal 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 principal services provided include the following activities
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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
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Website with signposted links for support services
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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 hold contact details for around 100 patients/carers. We have met monthly in Burton in Kendal with anywhere between 10 and 20 patients and carers attending. We meet every 2 months in Barrow in Furness with an average attendance of between 5-10. Speakers have included Age Uk, Lancs Fire and Rescue, St Johns Hospice, Morecambe Bay Wills and Estates, Lancashire carers service and a respiratory physio.
In July ‘24 we invited a Singing for lung health therapist to do a session which cost £50. It was so successful we invited her again for our Xmas meeting. We plan to invite her to attend every 6 months if finances permit. After a meeting online we are hoping the local MP for the local area will attend in the parliament summer recess.
Wendy did a talk at a Mothers Union meeting to promote awareness and collect a donation. There is another one planned. We also received a grant to cover the cost of printing the folders which contain our details and other useful local contacts for patients and carers.
We did deploy the Breathtec app on a trial basis. Uptake and follow through was not strong and so we have decided not to continue with that activity.
Financial Review
The Charity ended the financial year with a cash balance of £1743, slightly down on last year. The principal sources of income were a range of small donations and a grant of £800 to cover the cost of some printing. The charity is now in its third year and costs and revenue are overall similar to previous years. Revenue and 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
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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 18th July 2025
| Morecambe Bay Pulmonary Fibrosis Support Group | |||||||
| Statement of Financial Position | |||||||
| For the Year Ended 30 April 2025 | |||||||
| 2024-25 | Prior Year | ||||||
| Unrestricted Funds |
Restricted Funds |
Total Funds |
Total Funds |
||||
| £ | £ | £ | £ | ||||
| Receipts & Payments | |||||||
| Grants & Donations | 743 | 0 | 743 | 1492 | |||
| Sales | 0 | 0 | 190 | ||||
| Gift Aid Recpts | 0 | 0 | 0 | 57 | |||
| Total Reipts | 743 | 0 | 743 | 1739 | |||
| Payments | |||||||
| Room Hire | 288 | 288 | 125 | ||||
| Event Costs | 29 | 29 | 149 | ||||
| Office/Admin | 537 | 537 | 818 | ||||
| Cost of Sales | 0 | 0 | 307 | ||||
| Bank Charges | 0 | 0 | 0 | ||||
| Total Payments | 854 | 0 | 854 | 1399 | |||
| Net of reciepits/(Payments) | -111 | 0 | -111 | 340 | |||
| Cash funds atprioryear | 1854 | 0 | 1854 | 1514 | |||
| Cash funds for thisyear end | 1743 | 0 | 1743 | 1854 | |||
| Assets & Liabilities | |||||||
| Cash funds(Cash at Bank) | 1743 | 0 | 1743 | 1854 | |||
| 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 |