Trustees’ Annual Report for the period
From Period start date To Period end date June 2023 May 2024
Charity name: The Lorna Legacy
Charity registration number: 1200899
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 |
The advancement of education of children and young people aged 3 – 18 years old experiencing poverty and financial hardship through the provision of; the procurement of health supplies, educational resources such as books and/or equipment, access to mainstream education, non-food items or any other supplies in Uganda, Sierra Leone, Zambia, Kenya and Zimbabwe. |
| 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 |
Collection of, packaging and shipment of paperback books to send to orphans and underprivileged children in Uganda. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 |
Our vision and purpose is to inspire children with the gift of reading. Since our inception we have worked hard to provide a constant flow of books to children in orphanages and underprivileged areas in Uganda. We have solely concentrated on Uganda to ensure our strategy is sound. In total, we provided 700kg of books donated by families across the UK. These donations have given 3,000 children the opportunity to read. We partner with already established orphanages or schools and go to places many would not venture and where there is a lack of reading resources. Our founder became an orphan at the age of 15 and as she struggled to come to terms with her grief and predicament, storybooks became her refuge and escape. They showed me that there was a whole world beyond what she could see |
before her. Books are the gift her mother left her with and this is the basis of Lorna, her mother’s legacy.
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Attached |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
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 | Our books are changing lives both in the UK and sub Saharan Africa. We are taking unwanted books and gifting them to children who need them the most. To be more impactful we have set social media milestones, structured our shipments to ¾ per year and ensured we only collect paperback books to keep the weight down and therefore send more books. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising Para 1.41 activities against objectives set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Our position is per the accounts with funds in accounts at approximately £498 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity is required to consider what level of reserves it is appropriate for the charity to hold in order to demonstrate appropriate financial management, stewardship and sustainability. The trustees wish to do this to provide assurance to all the charity’s stakeholders that the charity is being managed in a prudent manner for the best interests of its beneficiaries. The trustees also want to provide confidence that there is a strong justification for the reserves held by the charity, and that they wish to be open and transparent on all aspects concerning the charity’s reserves policy. In doing the Lorna Legacy has considered the its working capital, financial risk and future development. |
| Amount of reserves held | Para 1.22 | £140 |
| Reasons for holding zero reserves |
Para 1.22 | Smallest shipment to make a reasonable impact on our recipients. Shipment costs approximately £2.99/kg |
| Details of fund materially in deficit |
Para 1.24 | We are not in deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Currently engaging heavily in fundraising to ensure we can cover all future shipments. We have recently sent out £921.74 which would leave us in a deficit of £423 when cleared. We are mobilising funds at the moment. |
| 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 | Fundraising from general public and trustee contributions |
| 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 | High costs of shipments |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | Initial selection was by founder approaching suitable candidates based on their experience, merit, connection and passion. In future it will be skill based to ensure all skill criteria is present and contributing. |
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 | (a) There must be at least three charity trustees. If the number falls below this minimum, the remaining trustee or trustees may act only to call a meeting of the charity trustees, or appoint a new charity trustee. (b) The maximum number of charity trustees is ten. The charity trustees may not appoint any charity trustee if as a result the number of charity trustees would exceed the maximum. |
| Relationship with any related parties |
Para 1.51 | Irene Moore and Kevin Moore are married Irene Moore and Allan Ssesanga are siblings |
| Other |
Reference and Administrative details
| Charity name | The Lorna Legacy |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1200899 |
| Charity’s principal address | 162 Mays Lane London EN5 2LT |
|---|---|
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Irene F Moore | 4years | Is Founder and CEO | ||
| Kevin A Moore | 3years | Irene Moore | ||
| Luisa Baldini | 3years | Irene Moore | ||
| Deborah Sewagudde |
3 years | Irene Moore | ||
| Allan Ssesanga | 2years | Irene Moore | ||
| Felicity Claire Holbrook |
2 years | Irene Moore | ||
| AmyBeatrice | 2years | Irene Moore | ||
– 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
Name of chief executive or names of senior staff members (Optional information)
Irene F Moore
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 |
||
|---|---|---|
| Irene F Moore | Kevin Moore | |
Trustee |
Secretary | |
| 16/07/2024 | ||
| 16/07/2024 |
| The Lorna Legacy |
The Lorna Legacy |
The Lorna Legacy |
No (if any) | CC16a | |
|---|---|---|---|---|---|
| For the period from |
Nov-22 | To | Sep-23 | ||
| Section A Receipts and payments | |||||
| A1 Receipts 1,132 0 - - - - - 1,132 - - Sub total - Total receipts 1,132 A3 Payments - - - - Sub total - - - Sub total - Total payments - Net of receipts/(payments) 1,132 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,132 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 £ 1,132 - 0 - - - - - 1,132 - - - 1,132 - - - - - - - - - - - - - - 1,132 - - 1,132 |
Last year to the nearest £ |
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| - | - | 1,132 | - |
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 Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ - - - - Agreement Error to nearest £ - - - - - - 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) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
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| to nearest £ Endowment funds |
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Signed by one or two trustees on behalf of all the trustees
| Signature | Print Name Irene F Moore |
Date of approval |
|---|---|---|
| Irene F Moore | 7/4/2024 |
| A1 | A3 |
|---|---|
| Opening balance Jun 23 Money In | Money Out |
| 1131.89 |
1131.89 0 1131.89 £0