CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlner's Report Report to the trustees Charity Name The Bournemouth Leukaemia Fund On accounts for the year ended 31 December 2023 Charity no (if any) 290340 Set out on pages (remember to 5n¢lude tho page numbers of additional sheel$l I report to the trustees on my examination of the accounts of the above charity ("Ihe Trusl") for the year ended 3111212023. Responsibilittes and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ib) of the Act. Independent IThe charity's gross income exceeded £250,000 and l am qualified lo examiner's statament undertake the examination by being a qualified member of linsert name of applicable listed bodyll. Delete I l if not applicable. I have completed my examination. I confirm that no material matters have come to my allention in connection with the examination {olher than that disclosed below ') which gives me cause lo believe that in, any material re5PeCt'. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records., or the accounts did not Gomply with the applicable requirements concerning the form and conlenl of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the acGounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no oth&r matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please d8lete the words in Ihe brackets if they do nol apply. Signed". Date: Namo: Andy Davis FCA Relevant professional qualificatlon{sl or body ICAEW IER Oct 2018 lif any): Addross: The Old Post Office, 41-43 Market Place Chippenham, Wiltshire SN15 3HR Sectlon B Disclosure Only complete if the examiner needs lo highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER Oct 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st January 2023 Period start date To 31$t December 2023 Period end date Charity name: Bournemouth Leukaomia Fund Charity registration number: 290340 Objectives and Activities SORP r8f8renc8 Summary of the purposes of the charity as set out in its governing document Para 1.17 The relief of sickness through the advancement of education, training, research and treatment of leuk2emia and other blood cancers in the counties Hampshire and Oorsel. Summary of the main activities in relation to those purposes for the public benefit, in particular, thè activities, projects or services identified in the accounts. Statement confirming whether the trustees have had regard lo the guidance issued by the Charity Commission on public benefit Para 1.17and 1.19 The ¢harity supports the research aclivilies, which involves.. molecular studies of chionic lymphocytic leukaemia and similar haemalological malignancies tissue bank maintenance international meeting allendance The Iruslees have due regard to the guidance contained in the Charity Commissions general guidance on public benefit when reviewing the charities aims and objectives and in planning future aclivilies. Para 1.18 Additional information (optional) You ma choose to include further statements where relevant aboul.. SORP fefefence P8ra 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 ref8i&nce The main achievements of the charity in 2023 are the research contributions to the international community in the form of the following publications from the Molecular Pathology deparlmenl.. Summary of the main achievements of the charity, identifying the difference the charity's work has made lo the circumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.2D Chatzikonslanlinou T, et al. Other malignancies in the history of CLL.. an international mullicenler study conducted by ERIC, the European Research Initiative on CLL, in HARMONY. Eclinicalmedicine. 2023 Nov 15',65.'102307 Mansouri L, el al, Different prognostic impact of recurrent gene mulalions in chronic lymphocytic leukemia depending on IGHV gene somatic hypermulalion slalus.. a study by ERIC in HARMONY. Leukemia. 2023 Feb',37121.'339- 347. Del Giedice I, el al. Spontaneous regfession in chronic lymphocytic leukaemia. Clinical features 0150 cases from the ERIC registry and review of the lileralure. Bf J Haematol. 2023 Apr., 20112}.'353-356 Other projects include.. ERIC run international CLL research continued participation including establishing our contribution lo the ERIC CLL database Immune response in tumour microenvironmenl in Waldenslrom Macroglobulinaemia project Istailed December 20221 Additional information (optional) You ma choose lo include further statements where relevant about.. Achievements against objectives set Para 1.41 Performance offundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other Financial Review Review of the charity's financial position at the end of the period Para 1.21 Income was up on 2022 due lo legacies and transfer of funds from the Friends of BLF. Donations have been received from some of our patients and Iheii relatives. Expenditure is down on previous years as salaries are no longer funded from this charity, however cost of has increased costs incurred. Our financial policy has been lo keep the bulk of the income on monthly Treasury Deposit with the rest in current and instant accounts lo meet our expenditure. We have a Business Premium account that automatically transfers money from our current alc to an inleresl bearing alc. Our costs fluctuate as the costs of reagenls and service contracts vary therefore the Iruslees policy is lo hold reserves of around 12 months of forecast expenditure. 12 months period gives the BLF lime lo scale back or plan new fund- raisin schemes. Slalement explaining Ihe policy for holding reserves slating why they are held Para 1.22 Amount of reserves held Reasons for holding zero reserves Details of fund Materially in deficit Explanation of any uncertainties about the charity continuing as a going concern Para 1.22 £153,228.90 Para 1.22 Para 1.24 Par4 1.23 Additlonal information (optional) You ma choose lo include further statements where relevant about.. and fundraising and dispersed al the discretion of the Trustees in line with the charitable objective. 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 Irusts.. Type of governing document trust deed, ro al charter How is the Gharity consliluled? {e.g unincorporated association, CIO Trustee selection methods including details of any constilulional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees Para 1.25 Trust deed Para 1.25 Unincorporated association Para 1.25 Additional information loptionall You ma choose to include further statements where relevant about.. The Trustees shall be not fewer than three and not more than eight. The power of appointing new Trustees shall be vested in the sutviving or continuing Trustees. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity's organisalional structure and any wider network with which the charity works Para 1.51 Relationship with any related parlies Para 1.51 other Reference and Administrative details Charil name other name the charit uses Re islered charit number Charity's principal address The Bournemouth Leukaemia Fund 290340 Molecular Pathology Laboratory Royal Bournemouth Hospital Castle Lane East Bournemouth BH7 7DW Names of the charity trustees who manage the charity Truste8 name Dat•s act8d il not for whole ear Offlce Ilf any) Name of per80n lor body) entltled toa oint trustee ifan Dr Renala Walewska Dr Joseph Chacko Dr Rachel Hall Alexandra Grainey stephen Harding Dr David Bruce 2012 - present 2015 - present 2017 - present 2017 - presenl 2022 - present 2022 - present 10 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors at the date the re Dlrector name ortwasa roved Name of trustees holding tille to property belonging to the charity Truslèè r7ame Dales acted If not forwhol8 ear Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objecls of the charity on whose behalf the assets are held and how this falls within the ¢ustodian charity's objects Details of arrangements for safe cuslody and segregalion of such assets from the charity's own assets Additional information {optional) Names and addresses of advisers (Optional information) Typo of Name Address adviser Name of Ghief executlve or names of senior staff memb&rs (Optional information) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information Declarations The trustees declare that they have approved the tru5tees' report above. Signed on behalf of the charity's trustees Slgnature(s) Full namelsl Posltion (eg Secretary, Chair, etcl Renata Walewska Chair Date 1111112024 2023 2022 £48 003 Donations from Friends of the BLF Standing Orders Just Giving Charities Aid FoundAtion Parley Rotary Donolions from Companies and individuols £91.00 £80.00 £2,376.98 £0.00 £2.500.00 £43.842.00 £1.052.00 £120.00 £472.67 £250.00 £0.00 £3,109.26 TEREST 78.20 Busines5 Premium ￿e 60186937 Business Saver Alc 30778540 £579.44 £884.28 £71.03 £7.17 EA TSA ARDED Research Gryrtts £0.00 £0.00 TOT co £SOJ53.711 £5,082.13 4. SALA ES & REAGENTS Lab Stsff Salaries & Reagents £13.776.27 £22.942.00 GsifRAVEL Meetin8dfravel £0.00 £0.00 AT NFEE 60. Exwnthatlon f¢¢ £1.920.00 £960.00 G EXPENSES 359.28 Fri¢nds of the BLF Fundrnising Exp¢nses Fundrydi5ers Expenses Just Giving Fundraiser Insurance BAnk charges £4.500.00 £0.00 £216.00 £0.00 £217.21 £0.00 £0.00 £216.00 £0.00 £143.28 EXPENDITURE £20.629.48 £24,261.28 BALANCE £29.724.22 -£19.179.15 2023 2022 PEN G BALA Friends of BLF al¢ 23882454 Busines5 Pr¢mium alc 60186937 Busin¢ss Sav¢r 9Jc 30778540 Community Blc 20065056 Unpres¢n¢¢d ch¢qu¢s £47.323.12 £72,467.62 £9,707.55 £89.87 £0.00 £46,021.12 £92.396.59 £9,754.23 £595.37 £0.00 12 CLOSING B Friends of BLF alc 23882454 Business Premium ￿¢ 60186937 BusSne5$ Saver pjc 30778540 Community alc 20065056 £2.414.12 £53,047.06 £100,181.84 £3.269.36 £47,323.12 £72,467.62 £9.707.55 £89.87 (yrAL 1¢s5 tsnpresented cheques plus unbanked monies 158912.38 £0.00 £400.00 312 £0.00 £0.00 129588.1 15 IN BANK BALA £29.724.22 -£19,179.15 CESS OF INCOME DITU £29,724.22 -£19.179.15 Signed on belialf of all the tnJstee5 R¢nala Walewska Date: 4 keb 2o£f E BOURNEMO EA TH LfUKAE IAFU ISTD BER 20 2023 2022 co Monies Roised £48.889.98 £1,463.72 £5.003.93 £78.20 Int¢rest R¢s¢arch grants awarded £0.00 PE Salar1¢5 & Re8g¢nts Meetlngs & Travel Examination Fe¢ Fundroijing £13.776.27 £0.00 £22.942.00 £0.00 £1.920.00 £4,93121 £960.00 £359.28 Net profitlloss £129.588A6 £148.767.31 £159,312.38 £129.588.16