Charity Commission
Charity Commission Annual Return 2024
LYDIA-ROSE HEART FOUNDATION
Charity registration number: 1201133
Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2024.
Financial period
Financial period start date
24/11/2022
Financial period end date
31/03/2024
Income and spending
Income £
£10,590
Spending £
£13,258
Number of contracts from government
How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?
0
Number of grants from government
How many grants did your charity receive from central government or a local authority during the financial period for this return?
3
Value of grants from government
What was the total value of the grants received from central government or a local authority during the financial period for this return?
£3,000
Income breakdown
Donations and legacies (excluding Endowments Received)
£590
Charitable activities
£10,000
Other trading activities
£0
Investments
£0
Other
£0
Grantmaking
Is grant making the main way your charity carries out its purposes?
No
Recipients of grants
Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals
£0
Other charities
£3,000
Other organisations that are not charities
£0
Grant recipients related parties
Are any of the grant recipients related parties to the charity?
No
Trustee payments
Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?
⊠ e. None of the trustees have been paid
Did any of the trustees resign and take up employment with your charity in the financial period of this return?
No
Income from outside the UK
Did your charity receive income from outside of the United Kingdom in the financial period of this return?
No
Delivering activities outside the United Kingdom
Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?
No
Spending outside England & Wales
Did your charity spend funds outside of the United Kingdom in the financial period of this return?
No
Trading subsidiaries
Does the charity have any trading subsidiaries?
No
Charity contact details correct
Is the contact address displayed from the Register of Charities, correct?
Yes
Charity headquarters details correct
Is this the same address that you use as your charity's administrative headquarters?
Yes
Charity contact address
164 BRAEMAR ROAD
BILLINGHAM
TS23 2AR
Charity Headquarters address
164 BRAEMAR ROAD
BILLINGHAM
TS23 2AR
Membership type
Is your charity part of a wider group structure with a parent body and subsidiary bodies?
no, the charity is not part of a wider group structure
Employment contract types
People were permanently employed by your charity
0
People were on fixed-terms contracts with your charity
0
Self-employed people were working for your charity
0
Governance policies
Internal charity financial controls policy and procedures
Not applicable
Safeguarding policy and procedures
Yes
Financial reserves policy and procedures
No
Complaints policy and procedures
Yes
Serious incident reporting policy and procedures
Yes
Internal risk management policy and procedures
Yes
Trustee expenses policy and procedures
Not applicable
Trustee conflicts of interest policy and procedures
Yes
Investing charity funds policy and procedures
Not applicable
Campaigns and political activity policy and procedures
Not applicable
Bullying and harassment policy and procedures
Not applicable
Social media policy and procedures
Not applicable
Engaging external speakers at charity events policy and procedures
Not applicable
Safeguarding
Has your charity provided services to children and/or adults at risk in the financial period of the return?
No
External risk and impact
Donations,
Unknown/No Change/Not Applicable
Other income - grants
Unknown/No Change/Not Applicable
Other income - contracts
Unknown/No Change/Not Applicable
Other income - investment
Unknown/No Change/Not Applicable
Expenditure on charitable activities
Unknown/No Change/Not Applicable
Expenditure on overheads
Unknown/No Change/Not Applicable
Number of volunteers
Negative
Number of employees
Unknown/No Change/Not Applicable
Number of trustees
Unknown/No Change/Not Applicable
Fundraising activities
Negative
Capacity to deliver services
Negative
Total service demand
Negative
Volunteers
Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?
6
Privacy statement
Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:
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you have consented to their release; or
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we are legally obliged to disclose them; or
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we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.
We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:
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we can lawfully do so; and
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we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest
Information we collect about you
We will use this information:
To enable us to carry out our statutory functions and duties;
This will include the following actions:
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(a) update, consolidate, and improve the accuracy of our records;
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(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;
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(c) data analysis, testing, research, statistical and survey purposes
Information we receive from other sources.
Information we receive from other sources
We may combine this information with information you give to us and information we collect about you.
We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).
We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.
The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals. As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.
Please check back frequently to see any updates or changes to our privacy policy.
Declaration
| Your role at the charity (select one): | Your role at the charity (select one): |
|---|---|
| ⊠Trustee | |
| Given names | Amanda |
| Family name | Charlton |
| Telephone | 07787545346 |
| number | |
| astebulitis@gmail.com | |
| Date submitted | 26/01/2025 |
It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.