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2024-12-31-accounts

Company registration number: 02541361 Charity registration number: 1001307 Charity registration number - Scotland: SC041701

Haemochromatosis UK

(A company limited by guarantee) Annual Report and Financial Statements for the Year Ended 31 December 2024

Community Accounting Plus Units 1 & 2 North West 41 Talbot Street Nottingham NG1 5GL

Haemochromatosis UK

Contents

Reference and Administrative Details 1
Trustees' Report 2 to 7
Independent Examiner's Report 8
Statement of Financial Activities 9 to 10
Balance Sheet 11
Statement of Cash Flows 12
Notes to the Financial Statements 13 to 23

Haemochromatosis UK

Reference and Administrative Details

Trustees Nigel Brunyee Dieter Krapp Sarah Vousden Guillaume Fillias Aaron Venables Pippa Randolph Senior Management Team Neil McClements, CEO Charity Registration Number 1001307 England & Wales SC041701 Scotland Company Registration Number 02541361 Principal Office The Flaxmill Flaxmill Lane Pinchbeck Spalding PE11 3YP Independent Examiner John O'Brien, employee of Community Accounting Plus Units 1 & 2 North West 41 Talbot Street Nottingham NG1 5GL

Page 1

Haemochromatosis UK

Trustees' Report

The trustees, who are directors for the purposes of company law, present the annual report together with the financial statements of the charitable company for the year ended 31 December 2024.

Trustees and officers

The trustees and officers serving during the year and since the year end were as follows:

Trustees: Rodger Houghton (resigned 20 February 2024) Kevin King (resigned 2 February 2024) Serena ter Kuile (resigned 17 May 2025) Dr Heidi Fuller (resigned 17 May 2024) Dr Florian Jaeckle (resigned 17 May 2024) Nigel Brunyee (appointed 28 June 2024) Dieter Krapp (appointed 28 June 2024) Sarah Vousden (appointed 28 June 2024) Guillaume Fillias (appointed 28 February 2025) Aaron Venables (appointed 28 February 2025) Pippa Randolph (appointed 28 June 2024)

Structure, governance and management

Nature of governing document

The charity is a company limited by guarantee and registered charity. It is operated under the rules of its memorandum and articles of association dated 20/09/1990 and most recently amended 28/06/2024. It has no share capital and the liability of each member in the event of winding-up is limited to £1.

Recruitment and appointment of trustees

Recruitment Consultant TPP

Induction and training of trustees

All trustees are provided training in trustee-ship, from the National Council of Voluntary Organisations and others.

Objectives and activities

Objects and aims

(i) To provide for persons with hereditary haemochromatosis or associated diseases (hereinafter called “the Diseases”) help with those problems (including but not limited to diagnosis, medical care, treatment and financial burden) resulting from the Diseases and to provide such other charitable relief as the Society may think fit;

(ii) To undertake for the public benefit research into the Diseases and to publish the useful results of such research;

(iii) To advance the education of the general public and the medical profession into the causes, effects and prevalence of the Diseases with the aim of:

(a) increasing the proportion of haemochromatotics diagnosed as such;

(b) promoting diagnosis at an early stage before the onset of irreversible organ damage.

Page 2

Haemochromatosis UK

Trustees' Report

Objectives, strategies and activities

Provide support to Haemochromatosis UK (HUK) members and non-members through means of an email newsletter, social media and our Helpline and Buddy scheme,

Educate healthcare professionals about the condition, the possible / potential complications and the provision of treatment.

Raise awareness of the condition through volunteer weeks, fundraising activities, exhibitions.

Activities:

-Support People at Risk of GH by: improving access to reliable information resources for patients and their families expanding access to support services, including digital services. delivering support services in response to NHS unmet needs. Developing consistent care pathways/guidelines for excellent GH diagnosis -Educate Healthcare professionals increasing clinician awareness of GH improving access to clinician information resources advocating for best practices care pathways across healthcare settings campaigning for improvement in relevant NHS services -Stimulate medical research into GH by: increasing research effort into understanding the causes and impact of GH improving the evidence base that inform our community support and clinicians education driving collaborative campaigns for better care pathways, standards and protocols -Raise Public Awareness by: campaigning to reach and engage communities at risk with information and advice improving awareness of GH, symptoms and consequences engaging with healthcare professionals

Public benefit

The public values the organisations support, particularly to the newly diagnosed. It advises professionals, offers support to sufferers by listening, providing genetic testing, the knowledge of and Advanced Practice Nurse and literature to members.. The organisation supports grants to promote research. The public is invited to feedback via a Member Survey.

HUK has four key objectives :

to provide information and support to patients and their families to educate healthcare professionals, patients and others about GH and its impact to raise public awareness of GH and of the importance of early intervention to stimulate and influence research into the science, impact and statistics of GH.

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Page 3

Haemochromatosis UK

Trustees' Report

Achievements and performance

Early in 2024, we secured additional funding from the National Lottery in England for a five-year project across England. This has led to the establishment of a Steering Group to help shape the delivery of this work. We were pleasantly surprised to receive over 150 volunteer applications to get involved, which underlined a significant growth in the number of active volunteers across all aspects of our work this year. This funding is ring-fenced for use in England, however we are actively applying to the National Lottery for further funding to advance our work in Wales, Scotland and Northern Ireland.

This year we were also finalists in the Third Sector Awards for our awareness campaigning and MyIron+ digital app, finalists in the prestigious Health Services Journal Awards for Acute Sector Innovation of the Year for our collaboration with the Welsh Blood Service to improve access to donor services for people with GH in Wales, finalists in the Nursing Times Awards for our clinician education and specialist nurse helpline services. In the Autumn, we started a collaboration with multi-award-winning photojournalist, Cathal McNaughton, to raise awareness of GH through photography. Volunteers from across Northern Ireland were photographed and their photographs and stories are being curated in a book and exhibition that showcases life with haemochromatosis. Through this initiative we hope to dispel misunderstandings of who is affected by the condition, and how it presents itself person-to-person.

Financial review

Deficit at the end of 2024 was anticipated £47.5k. The Charity had carried forward large funding of £406k from 2023 and it was a Board decision to reduce this amount. Large funds balances are detrimental to secure future funding for the charity.

Policy on reserves

The Charity has a policy on reserve policy establishing a contingency reserve fund sufficient to meet between six to nine months’ unrestricted expenditure. There is no proposed change to this policy.

Page 4

Haemochromatosis UK

Trustees' Report

Principal risks and uncertainties

Financial Risk

The Charity examiners opinion has been given on a going concern basis in relation to the 2024 financial year. At the time of finalising this report, the Charity is managing material financial risks connected with ongoing matters relating to its former CEO. The Board of Trustees is actively monitoring and assessing the potential impact of these issues on the Charity’s financial position, and appropriate notifications have been made to the Charity Commission.

Plans for future periods

Aims and key objectives for future periods

The FY2025/2026 operating plan consolidates the work undertaken in 2024 and aligns with the strategic plan from Q4 2022. Activities and projects are organized under five strategic themes. 1. Early Diagnosis Saves Lives

Ongoing Initiatives:

New Initiatives:

Ongoing Initiatives:

New Initiatives:

Ongoing Initiatives:

Page 5

Haemochromatosis UK

Trustees' Report

Ongoing Initiatives:

New Initiatives:

Ongoing Initiatives:

Grants out (Fernau Award) process 1.Applications opened and advertised on the website + social media channels + email to mailing lists (clinicians, members, newsletter)

2.Applications form completed (Typeform) on website - email notification of form received by CEO

3.Grant Committee including CEO, HUK’s Advanced Nurse Practitioner and Nurse for discussion and selection reviews applications and shares shortlisted applications

4.Successful applicant is chosen and notified by the CEO

5.Grants agreements signed by both parties

Page 6

Haemochromatosis UK

Trustees' Report

Statement of Trustees' Responsibilities

Statement of Responsibilities

The trustees (who are also the directors of Haemochromatosis UK for the purposes of company law) are responsible for preparing the trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice), including FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland". The report and accounts have been prepared in accordance with the provisions in the Companies Act 2006 relating to small companies.

Company law requires the trustees to prepare financial statements for each financial year. Under company law the trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including its income and expenditure, of the charitable company for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that can disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Small companies provision statement

This report has been prepared in accordance with the small companies regime under the Companies Act 2006.

The annual report was approved by the trustees of the charity on .................... and signed on its behalf by:28 Sep 2025

......................................... Guillaume Fillias Trustee ......................................... Aaron Venables Trustee

Page 7

Haemochromatosis UK

Independent Examiner's Report to the trustees of Haemochromatosis UK ('the Company')

Independent examiner’s report to the trustees of Haemochromatosis UK ('the Company')

I report to the charity trustees on my examination of the accounts of the company for the year ended 31 December 2024.

Responsibilities and basis of report

As the charity’s trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (‘the 2006 Act’).

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (‘the 2011 Act’). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent examiner’s statement

Since the Company's gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member and Fellow of the Association of Charity Independent Examiners, which is one of the listed bodies. I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

I have no concerns and have come across no other 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.

...................................... John O'Brien MSc, FAIA, FCIE, employee of Community Accounting Plus Fellow of the Association of Charity Independent Examiners

Units 1 & 2 North West 41 Talbot Street Nottingham NG1 5GL

26/09/25 Date:.............................

Page 8

Haemochromatosis UK

Statement of Financial Activities for the Year Ended 31 December 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

Note
Income and Endowments from:
Donations and legacies
3
Charitable activities
4
Investment income
2
Total income
Expenditure on:
Charitable activities
6
Total expenditure
Net (expenditure)/income
Transfers between funds
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
11		 Unrestricted
£
209,251
257,772
6,834
473,857
(525,548)
(525,548)
(51,691)
(7,270)
(58,961)
298,453
239,492		 Restricted
£
-
101,250
-
101,250
(97,098)
(97,098)
4,152
7,270
11,422
107,488
118,910		 Total
2024
£
209,251
359,022
6,834
575,107
(622,646)
(622,646)
(47,539)
-
(47,539)
405,941
358,402		 Total
2023
£
144,118
274,442
5,138
423,698
(394,085)
(394,085)
29,613
-
29,613
376,328
405,941

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for the period is shown in note 11.

The notes on pages 13 to 23 form an integral part of these financial statements. Page 9

Haemochromatosis UK

Statement of Financial Activities for the Year Ended 31 December 2024 (Including Income and Expenditure Account and Statement of Total Recognised Gains and Losses)

These are the figures for the previous accounting period and are included for comparative purposes

Note
Income and Endowments from:
Donations and legacies
3
Charitable activities
4
Investment income
2
Total income
Expenditure on:
Charitable activities
6
Total expenditure
Net (expenditure)/income
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
11		 Unrestricted
funds
£
144,118
219,644
5,138
368,900
(376,516)
(376,516)
(7,616)
(7,616)
306,069
298,453		 Restricted
funds
£
-
54,798
-
54,798
(17,569)
(17,569)
37,229
37,229
70,259
107,488		 Total
2023
£
144,118
274,442
5,138
423,698
(394,085)
(394,085)
29,613
29,613
376,328
405,941

The notes on pages 13 to 23 form an integral part of these financial statements. Page 10

Haemochromatosis UK

(Registration number: 02541361) Balance Sheet as at 31 December 2024

Note
Current assets
Debtors
8
Cash at bank and in hand
Creditors: Amounts falling due within one year
9
Net assets
Funds of the charity:
Restricted income funds
Restricted funds
Unrestricted income funds
Unrestricted funds
Total funds
11		 2024
£
3,448
390,451
393,899
(35,497)
358,402
118,910
239,492
358,402		 2023
£
4,328
422,791
427,119
(21,178)
405,941
107,488
298,453
405,941

For the financial year ending 31 December 2024 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

These financial statements have been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

The financial statements on pages 9 to 23 were approved by the trustees, and authorised for issue on .................... and signed on their behalf by:

.........................................

Guillaume Fillias Trustee

......................................... Aaron Venables Trustee

The notes on pages 13 to 23 form an integral part of these financial statements. Page 11

Haemochromatosis UK

Statement of Cash Flows for the Year Ended 31 December 2024

Note
Cash flows from operating activities
Net cash (expenditure)/income
Adjustments to cash flows from non-cash items
Investment income
2
Working capital adjustments
Decrease in debtors
8
Increase in creditors
9
Net cash flows from operating activities
Cash flows from investing activities
Interest receivable and similar income
2
Net (decrease)/increase in cash and cash equivalents
Cash and cash equivalents at 1 January
Cash and cash equivalents at 31 December
Reconciliation of net cash flow to movement in net funds
(Decrease)/increase in cash
Net funds at 1 January 2024
Net funds at 31 December 2024		 2024
£
(47,539)
(6,834)
(54,373)
880
14,319
(39,174)
6,834
(32,340)
422,791
390,451
(32,340)
422,791
390,451		 2023
£
29,613
(5,138)
24,475
8,918
5,498
38,891
5,138
44,029
378,762
422,791
44,029
378,762
422,791

All of the cash flows are derived from continuing operations during the above two periods.

The notes on pages 13 to 23 form an integral part of these financial statements. Page 12

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

1 Accounting policies

Summary of significant accounting policies and key accounting estimates

The principal accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.

Statement of compliance

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)) (issued in October 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Basis of preparation

Haemochromatosis UK meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy notes.

Going concern

The financial statements have been prepared on a going concern basis.

The trustees assess whether the use of going concern is appropriate i.e. whether there are any material uncertainties related to events or conditions that may cast significant doubt on the ability of the charity to continue as a going concern. The trustees make this assessment in respect of a period of one year from the date of approval of the financial statements.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Donations and legacies

Donations are recognised when the charity has been notified in writing of both the amount and settlement date. In the event that a donation is subject to conditions that require a level of performance by the charity before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that these conditions will be fulfilled in the reporting period.

Grants receivable

Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Page 13

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Trade creditors

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of business from suppliers. Accounts payable are classified as current liabilities if the charity does not have an unconditional right, at the end of the reporting period, to defer settlement of the creditor for at least twelve months after the reporting date. If there is an unconditional right to defer settlement for at least twelve months after the reporting date, they are presented as non-current liabilities.

Trade creditors are recognised initially at the transaction price and subsequently measured at amortised cost using the effective interest method.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees' discretion in furtherance of the objectives of the charity.

Designated funds are unrestricted funds set aside for specific purposes at the discretion of the trustees.

Page 14

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

Restricted income funds are those grants for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

Pensions and other post retirement obligations

The charity operates a defined contribution pension scheme for employees. The assets of the scheme are held separately from those of the charity. Pension costs charges in the Statement of Financial Activities represent the contributions payable by the charity during the year.

2 Investment income

Unrestricted
funds
General
£
Interest receivable and similar income;
Interest receivable on bank deposits
6,834
3
Income from donations and legacies
Unrestricted funds
Designated
£
General
£
Donations and legacies;
Donations from companies, trusts
and similar proceeds
12,700
20,792
Donations from individuals
-
127,867
Grants, including capital grants;
Grants from other charities
-
-
Grants from companies
-
47,892
12,700
196,551
4
Income from charitable activities
Unrestricted funds
Restricted
Designated
£
General
£
funds
£
Grants & donations
-
-
101,250
Consultancy fees
-
-
-
Membership subscriptions
-
107,478
-
Merchandise
-
-
-
Sundry income
-
163
-
Genetic testing
125,614
-
-
Corporate sponsorship
-
3,091
-
Gift aid
-
-
-
Sales & Fees
-
21,426
-
125,614
132,158
101,250		 Total
2024
£
6,834
Total
2024
£
33,492
127,867
-
47,892
209,251
Total
2024
£
101,250
-
107,478
-
163
125,614
3,091
-
21,426		 Total
2023
£
5,138
Total
2023
£
-
85,183
54,935
4,000
144,118
Total
2023
£
53,128
484
87,039
2,944
56
81,997
21,121
27,673
-
359,022 274,442

Page 15

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

5
Grants & donations
Bromley Golf Club
Bramhall Methodist Church
Anne Russell
Jane Lanning Foundation
Wiggin Family Trust
Moore Barlow LLP
DMG Roper Trust
Florence Turner Trust
Blunt Trust
The Hopper Trust
The Lannx Hannay Charitable trust
The Callendar Charitable Trust
Hugh Strenhouse
James Wood Trust
Northern Ireland Community
Michelle Grant
Adviceline, ANP appointments
Dorinda Lady Dunleath Charitable Trust
WED Charitable Foundation
National Lottery
Other donations		 Unrestricted
funds
£
3,654
1,000
5,000
12,700
100
3,091
-
-
-
-
-
-
-
-
-
-
-
-
-
-
183,706
209,251		 Restricted
funds
£
-
-
-
-
-
-
150
500
2,000
5,000
5,000
1,000
550
2,000
3,000
3,000
2,500
1,000
500
75,050
-
101,250		 Total
£
3,654
1,000
5,000
12,700
100
3,091
150
500
2,000
5,000
5,000
1,000
550
2,000
3,000
3,000
2,500
1,000
500
75,050
183,706
310,501

Page 16

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

6 Expenditure on charitable activities

Accountancy
Advertising/ Promotional
Bank charges
Equipment & computer costs
External events including The
Furnau Award 2024
Dues & subscriptions
Hosted events
Insurance
Legal & professional
Materials stock
Office / General admin
Phone costs
Printing, postage & stationery
Raising funds
Recruitment
Rent
Software
Staff benefits
Sundry costs
Training
Travel & accommodation
Trustees expenses
Wages, NI & pension
Genetic testing
Merchandise cost
Utilities
App fees
Collection fees		 Unrestricted funds
Designated
£
General
£
-
8,920
20,494
289
-
60
219
2,783
-
75,562
-
1,275
-
15,092
785
172
-
9,135
-
-
569
3,494
250
377
25,000
2,315
49
12,390
-
2,984
-
2,393
1,283
20,308
-
2,596
128
20,903
-
1,708
813
14,036
-
-
67,400
129,129
54,030
-
-
10,351
-
1,286
3,594
-
-
13,376
174,614
350,934		 Restricted
funds
£
3,000
6,257
-
34
-
769
825
-
-
-
2,680
1,563
14,287
-
-
1,500
13
-
199
965
2,844
-
42,826
18,596
571
-
169
-
97,098		 Total
2024
£
11,920
27,040
60
3,036
75,562
2,044
15,917
957
9,135
-
6,743
2,190
41,602
12,439
2,984
3,893
21,604
2,596
21,230
2,673
17,693
-
239,355
72,626
10,922
1,286
3,763
13,376
622,646		 Total
2023
£
9,425
13,538
72
11,417
4,310
4,523
7,897
404
1,828
787
5,335
2,223
31,359
2,131
313
4,762
12,988
1,434
-
5,243
15,604
518
199,016
39,119
6,419
2,877
4,921
5,622
394,085

Page 17

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

7 Staff costs

The aggregate payroll costs were as follows:

Staff costs during the year were:
Wages and salaries
Social security costs
Pension costs		 2024
£
213,283
21,292
4,780
239,355		 2023
£
176,679
18,271
4,066
199,016

The monthly average number of persons (including senior management team) employed by the charity during the year was as follows:

Average number of employees 2024
No
7		 2023
No
4

5 (2023 - 3) of the above employees participated in the Defined Contribution Pension Schemes.

Contributions to the employee pension schemes for the year totalled £4,780 (2023 - £4,066).

The number of employees whose emoluments fell within the following bands was:

£60,001 - £70,000 2024
No
1		 2023
No
1

The total employee benefits of the key management personnel of the charity were £96,857 (2023 - £64,930).

8 Debtors

Trade debtors
Prepayments		 2024
£
1,752
1,696
3,448		 2023
£
1,583
2,745
4,328

Page 18

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

9 Creditors: amounts falling due within one year

9
Creditors: amounts falling due within one year
Trade creditors
Other taxation and social security
Accruals		 2024
£
10,207
5,593
19,697
35,497		 2023
£
14,707
4,456
2,015
21,178

10 Charity status

The charity is a company limited by guarantee and consequently does not have share capital. Each of the trustees is liable to contribute an amount not exceeding £1 towards the assets of the charity in the event of liquidation.

Page 19

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

11 Funds

Unrestricted funds
General
General
Designated
Education & Awareness
Genetic Testing
Project Mavis
MyIron+
Medical Research
Total unrestricted funds
Restricted funds
Information & Support
Education & Awareness
Northern Ireland
Community Fund
Scottish Wellbeing
Irish Travellers Project
Medical Research
Wales Initiative
Forrester Family Trust
Helpline
Campaigning & Advocacy
TNL England Pass It On
Grant
Total restricted funds
Total funds		 Balance at 1
January
2024
£
25,431
179,822
-
65,200
3,000
25,000
273,022
298,453
1,747
46,068
9,000
8,665
454
4,000
8,801
5,000
13,103
10,650
-
107,488
405,941		 Incoming
resources
£
335,543
12,700
125,614
-
-
-
138,314
473,857
650
7,000
9,500
8,550
-
-
-
-
-
500
75,050
101,250
575,107		 Resources
expended
£
(350,934)
-
(156,257)
(16,357)
-
(2,000)
(174,614)
(525,548)
(9,666)
(2,000)
(16,562)
(8,443)
-
-
-
-
(12,978)
(9,014)
(38,435)
(97,098)
(622,646)		 Transfers
£
18,799
(51,074)
30,643
(5,638)
-
-
(26,069)
(7,270)
7,270
-
-
-
-
-
-
-
-
-
-
7,270
-		 Balance at
31
December
2024
£
28,839
141,448
-
43,205
3,000
23,000
210,653
239,492
1
51,068
1,938
8,772
454
4,000
8,801
5,000
125
2,136
36,615
118,910
358,402

Page 20

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

The specific purposes for which the funds are to be applied are as follows:

Information & support – funds provided for the production of materials to provide information and support on haemochromatosis. This includes hospital packs, production of leaflets, booklets, website content and videos; Education & awareness – funds provided for the development of educational resources;

Forrester Family Trust - dedicated towards advancing the general purposes of the charity in aiding people at risk of genetic haemochromatosis;

Helpline – funds provided towards the costs of providing a Helpline;

Scottish Wellbeing – funds towards providing counselling services, education and support specifically in Scotland;

Project Mavis - activities working towards improving the diagnosis and care of people with genetic haemochromatosis;

Northern Ireland Community Fund – funding towards providing support and information; Medical Research - stimulating and conducting medical research to improve our understanding of and treatment approaches towards genetic haemochromatosis;

Wales initiative - community awareness activities and support to people resident in Wales; Irish Travellers project - funding for the Breaking Down Barriers project to engage with Irish travellers throughout the country;

Campaigning & Advocacy - supporting activities focussed on the advocacy of policymakers, elected representatives and clinicians towards the objectives of the charity and the community it works to support. TNL England Pass It On Grant – a five-year programme restricted to England, to improve awareness of GH within families, ensure cascade screening of those at risk and to increase uptake of blood donation in collaboration with NHS BT

Page 21

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

Unrestricted funds
General
General
Designated
Education & Awareness
Genetic Testing
Project Mavis
MyIron+
Medical Research
Total unrestricted funds
Restricted
Information & Support
Education & Awareness
Northern Ireland
Community Fund
Scottish Wellbeing
Irish Travellers Project
Medical Research
Wales Initiative
Forrester Family Trust
Helpline
Campaigning & Advocacy
Total restricted funds
Total funds		 Balance at 1
January
2023
£
142,191
163,878
-
-
-
-
163,878
306,069
2,847
46,068
500
11,589
454
-
8,801
-
-
-
70,259
376,328		 Incoming
resources
£
229,484
22,485
103,931
13,000
-
-
139,416
368,900
13,545
-
8,500
-
-
4,000
-
5,000
13,103
10,650
54,798
423,698		 Resources
expended
£
(259,435)
(6,541)
(110,540)
-
-
-
(117,081)
(376,516)
(14,645)
-
-
(2,924)
-
-
-
-
-
-
(17,569)
(394,085)		 Transfers
£
(86,809)
-
6,609
52,200
3,000
25,000
86,809
-
-
-
-
-
-
-
-
-
-
-
-
-		 Balance at
31
December
2023
£
25,431
179,822
-
65,200
3,000
25,000
273,022
298,453
1,747
46,068
9,000
8,665
454
4,000
8,801
5,000
13,103
10,650
107,488
405,941

12 Analysis of net assets between funds

Unrestricted

Current assets
Current liabilities
Total net assets		 General
£
64,336
(35,497)
28,839		 Designated
£
210,653
-
210,653		 Restricted
£
118,910
-
118,910		 2024
Total funds
£
393,899
(35,497)
358,402

Page 22

Haemochromatosis UK

Notes to the Financial Statements for the Year Ended 31 December 2024

Unrestricted

Current assets
Current liabilities
Total net assets		 General
£
46,609
(21,178)
25,431		 Designated
£
273,022
-
273,022		 Restricted
£
107,488
-
107,488		 2023
Total funds
£
427,119
(21,178)
405,941

13 Fees payable to independent examiner

During the period, the fees payable (excluding VAT) to the charity’s independent examiner Community Accounting Plus are analysed as follows:

Independent examination

2024 2023
£ £
1,560 1,135

14 Taxation

The charity is a registered charity and is therefore exempt from taxation.

15 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

No trustees have received any other benefits from the charity during the year.

16 Related party transactions

There were no related party transactions in the year.

Page 23