
## **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<br>the charity as set out in its<br>governing document|Para 1.17|1) The advancement of education by<br>raising awareness of baby loss for the<br>public benefit in the UK;<br>2) The advancement of health by providing<br>objective research summaries for parents<br>to make informed decisions about their<br>care;<br>3) The advancement of health by providing<br>information and training to support medical<br>professionals in providing high quality<br>bereavement care to parents who have<br>suffered baby loss in the UK; and<br>4) The relief of those in need by reason of<br>baby loss by providing information and<br>support for family<br>and friends of bereaved parents so that<br>they are enabled to offer ongoing support<br>for bereaved parents.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|The Charity provides information and<br>training to heathcare and other<br>professionals, as well as providing<br>information and support to those affected<br>by baby loss.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The trustees have had regard to the<br>guidance issued by the Charity<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The Charity filmed, produced and<br>premiered a film covering themes of baby<br>loss.<br>The Charity has provided a number of<br>training sessions to relevant healthcare<br>providers, including GPs and hospital staff.<br>The Charity has provided additional<br>information to the general public relating to<br>the subject of baby loss.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||





Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity held £10,046 in cash as at the<br>period end.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Reserves are held to provide the charity<br>with the financial means to carry out its<br>charitable aims into the coming periods as<br>funding is not linear.|
|Amount of reserves held|Para 1.22|£10,046|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|No such uncertainties exist|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Trust deed|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|CIO|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|No specific trustee selection criteria beyond<br>recruiting those with relevant skils|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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<br>WOODSEATS<br>SHEFFIELD<br>S8 0NE|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Adam Tkacz||||
||Jessica Lloyd||||
||Alexander Tristram||||
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## – 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**<br>|**Lenny's Legacy**<br>|**Lenny's Legacy**<br>|**1201987**|**CC16a**|
|---|---|---|---|---|---|
||**For the period**<br>**from**|2/17/2023|**To**|9/30/2023||
|||||||
|**Section A Receipts and payments**||||||
|**A1 Receipts**<br>Individual donations<br>**7,046**<br>GP training grant<br>**3,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**10,046**<br>**-**<br>**-**<br>**_Sub total_                              -**<br>**_Total receipts_                 10,046**<br>**A3 Payments**<br>Videoproduction costs<br>**5,800**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**_Sub total_                       5,800**<br>**-**<br>**-**<br>**_Sub total_                               -**<br>**_Total payments_                   5,800**<br>**_Net of receipts/(payments)_                   4,246**<br>**A5 Transfers between funds**<br>**-**<br>**A6 Cash funds last year end**<br>**-**<br>**_Cash funds this year end_                   4,246**<br>**Unrestricted**<br>**funds**<br>**to the nearest      £**<br>**_Sub total_**_(Gross income for AR)_<br>**A2 Asset and investment sales,**<br>**(see table).**<br>**A4 Asset and investment**<br>**purchases, (see table)**||**to the nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Restricted**<br>**funds**|**to the nearest £**<br>**Endowment**<br>**funds**|**Total funds**<br>**to the nearest £**<br>**7,046**<br>**3,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**10,046**<br>**-**<br>**-**<br>**-**<br>**10,046**<br>**5,800**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**5,800**<br>**-**<br>**-**<br>**-**<br>**5,800**<br>**4,246**<br>**-**<br>**-**<br>**4,246**|**Last year**<br>**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**<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B5 Liabilities**<br>**B4 Assets retained for the**<br>**charity’s own use**|**Details**<br>Cash in bank<br>**Details**<br>**Details**<br>**Details**<br>**Details**<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))|**to nearest £**<br>**4,246**<br>**-**<br>**-**<br>**4,246**<br>OK<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Unrestricted**<br>**funds**<br>**Unrestricted**<br>**funds**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**|**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>OK<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Restricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Amount due**<br>**(optional)**|**to nearest £**<br>**Endowment**<br>**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**<br>**Endowment**<br>**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**<br>**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**<br>**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**<br>**(optional)**|
||||**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||



Signed by one or two trustees on behalf of all the trustees 

Signature 

Print Name 

Date of approval 

