Trustees’ Annual Report for the period
From 17/03/2023 To 30/09/2023
Charity name: Lenny’s Legacy
Charity registration number:1201987
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1) The advancement of education by raising awareness of baby loss for the public benefit in the UK; 2) The advancement of health by providing objective research summaries for parents to make informed decisions about their care; 3) The advancement of health by providing information and training to support medical professionals in providing high quality bereavement care to parents who have suffered baby loss in the UK; and 4) The relief of those in need by reason of baby loss by providing information and support for family and friends of bereaved parents so that they are enabled to offer ongoing support for bereaved parents. |
| 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 |
The Charity provides information and training to heathcare and other professionals, as well as providing information and support to those affected by baby loss. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 | The Charity filmed, produced and premiered a film covering themes of baby loss. The Charity has provided a number of training sessions to relevant healthcare providers, including GPs and hospital staff. The Charity has provided additional information to the general public relating to the subject of baby loss. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity held £10,046 in cash as at the period end. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to provide the charity with the financial means to carry out its charitable aims into the coming periods as funding is not linear. |
| Amount of reserves held | Para 1.22 | £10,046 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No such uncertainties exist |
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 |
|
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust deed |
| 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 | No specific trustee selection criteria beyond recruiting those with relevant skils |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Lenny’s Legacy |
|---|---|
| Other name the charity uses | None |
| Registered charity number | 1201987 |
| Charity’s principal address | 12 PERIGREE ROAD WOODSEATS SHEFFIELD S8 0NE |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Adam Tkacz | ||||
| Jessica Lloyd | ||||
| Alexander Tristram | ||||
– 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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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)
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
| Lenny's Legacy |
Lenny's Legacy |
Lenny's Legacy |
1201987 | CC16a | |
|---|---|---|---|---|---|
| For the period from |
2/17/2023 | To | 9/30/2023 | ||
| Section A Receipts and payments | |||||
| A1 Receipts Individual donations 7,046 GP training grant 3,000 - - - - - - 10,046 - - Sub total - Total receipts 10,046 A3 Payments Videoproduction costs 5,800 - - - - - - - - Sub total 5,800 - - Sub total - Total payments 5,800 Net of receipts/(payments) 4,246 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 4,246 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 £ 7,046 3,000 - - - - - - 10,046 - - - 10,046 5,800 - - - - - - - - 5,800 - - - 5,800 4,246 - - 4,246 |
Last year to the nearest £ |
|
| - | 7,046 | - | |||
| - | 3,000 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 10,046 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 10,046 | - | |||
| - | 5,800 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 5,800 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 5,800 | - | |||
| - | - | 4,246 | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 4,246 | - |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | 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 Cash in bank Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 4,246 - - 4,246 OK 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 |
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| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
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| Current value (optional) |
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| - | ||||
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| - | ||||
| - | ||||
| When due (optional) |
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| - | ||||
| - | ||||
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| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Signature
Print Name
Date of approval