## **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 £**| ||||**-**|**1,132**|**-**| ||||**-**|**-**|**-**| ||||**-**|**0**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**1,132**|**-**| ||||||| ||||**-**|**-**|| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||||| ||||**-**|**1,132**|**-**| ||||||| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||**-**|**-**|**-**| ||||||| ||||**-**|**-**|| ||||**-**|**-**|| ||||**-**|**-**|**-**| ||||||| ||||**-**|**-**|**-**| ||||||| |||**-**|**-**|**1,132**|**-**| |||**-**|**-**|**-**|**-**| |||**-**|**-**|**-**|**-**| |||**-**|**-**|**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**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**to nearest £**
**Endowment**
**funds**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| 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