Trustees’ Annual Report for the period
From 6[TH] March 2023 To 31[st] July 2024
Charity name: LUMLEY DESCENDANTS ASSOCIATION Charity registration number:1202212
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To organise fundraising activities for public benefit, the prevention or relief of poverty; to assist in the provision and maintenance of facilities in the interest of social welfare for recreation and leisure time occupation, improving the living conditions of the residents of Lumley community. |
| 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 |
Held two fundraising activities, namely Luncheon-Sale and Thanksgiving Service |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees are aware of the guidance issued by the Charity Commission on public benefit, and have taken it into account in making decision where the guidance is relevant |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | All fundraising activities were invaluably supported by members of the organisation who volunteered their time and expertise at events. |
|---|---|---|
| Other |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 organisation is at its initial stage and fundraising activities are being undertaken to facilitate the provision of welfare facilities to the community at Lumley, as well as the development of communal services.. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Fundraising activities are being undertaken. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Targeted performance of fundraising activities was not met due to the economic recovery from the pandemic |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Charity generated a net surplus of £2761 from its activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held at Bank account & will be spent on funding the achievement of its objectives |
| Amount of reserves held | Para 1.22 | £3476 |
| 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 | None |
Additional information (optional) You may choose to include further statements where relevant about:
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Donations and fundraising activities
The charity’s principal
sources of funds (including Para 1.47
any fundraising)
All funds raised are banked
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
As more & more similar charities launch
activities and or events in similar nature
A description of the principal Para 1.46 and attracts patrons and supporters locally,
risks facing the charity the space for raising funds are being
crowded
Current economic downturn is a primary
reason for the challenges faced during fund
raising.
None
Other
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Structure, Governance and Management
| Description of charity’s trusts: |
Incorporated organisation | |
|---|---|---|
| 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 | Association |
| 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 | Appointed/elected by its members at a general meeting |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
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Charity name Lumley Descendants Association
Other name the charity uses Lumleyians
Registered charity number 1202212
Charity’s principal address Flat 1
43 Linden Grove
London
SE15 3LW
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
Winston Amadoh- Chairman Members of the Association
1
Davies
2 Clifford Akinlusi Ex-officio
3 Lucinda Jarrett Secretary
4 Clarissa Yambasu Treasurer
Kalice Cumande- Assistant Secretary
5
Pratt
6 Lennox Beckley 06/03/2023-30/06/2024
Alimamy Bai- Publicity Officer
7
Kamara
Fatmata Amadoh- Pastoral Officer
8
Davies
9 Theresa Moore Publicity Officer
10
11
12
13
14
15
16
17
18
19
20
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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 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)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations Tha trustees declare that they have approvod thè trustaes, report above. Slgned on behalf of the charlty's trustees Slgnaturn(s Full nam8(s Posltlon (èg Secretary> Chalr, etc) Winston Amadoh-Davies Chaimian Clifford Akinlusi Date 2910512025 2910512025
Charity Name No (if any) LUMLEY DESCENDANTS ASSOCIATION 1202212 Receipts and payments accounts For the period Period start date Period end date To from 06/03/2023 31/07/2024
CC16a
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 1,722 6,706 - - - - - - 8,428 - - - 8,428 5,667 - - - - - - - - 5,667 - - - 5,667 2,761 - 715 3,476 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 1,722 6,706 - - - - - - 8,428 - - - 8,428 5,667 - - - - - - - - 5,667 - - - 5,667 2,761 |
Total funds to the nearest £ 1,722 6,706 - - - - - - 8,428 - - - 8,428 5,667 - - - - - - - - 5,667 - - - 5,667 2,761 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations | 1,722 | - - - - - - - - - |
1,722 | - | ||
| Charitable activities | 6,706 | 6,706 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
8,428 | 8,428 | - | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 8,428 | - | ||||
| Charitable activities expenses | 5,667 | - - - - - - - - - - |
5,667 | - | ||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 5,667 | 5,667 | - | |||
| A4 Asset and investment purchases, (see table) |
||||||
| - | - - - |
- | ||||
| - | - | |||||
| **Sub total ** | - | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | 5,667 | - | ||||
| 2,761 | - | - | 2,761 |
- | ||
| - | - | - - |
- | - | ||
| 715 | - | 715 | - | |||
| 3,476 | - | - | 3,476 | - |
CCXX R1 accounts (SS)
30/05/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Clarissa Yambasu Details Details Bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 3,476 - - - - - 3,476 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Clarissa Yambasu |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| Clarissa Yambasu | Clarissa Yambasu | 14/04/2025 | |
CCXX R2 accounts (SS)
30/05/2025
2