Charity registration number: 1088432
Max Appeal
Annual Report and Financial Statements
for the Year Ended 31 August 2024
Jordan & Company Chartered Accounlants
Knighton House
62 Hagley Road
Stourbridge
West Midlands
DY8 1QD

Max Appeal
Contents
Reference and Administrative Details
Trustees, Report
2to5
Statement of Trustees, Responsibilities
Independent Examiner's Report
Statement of Financial Activities
8t09
Balance Sheet
10
Notes to the Financial Statements
11 to15

Max Appeal
Reference and Administrative Details
Chalnman
Mrs J Wootton
Trustees
Mrs J Wootton
Mr P Wootton
Mrs R Boyle
Mr M Kennedy
Mrs C Lonsdale
Mr M Tripp
Mrs T Hennighan
Mrs P Biggs
Mrs R Molnnes
Secretary
Mrs R Boyle
Charity Registration Number
1088432
PrinGipal Office
15 Meriden Avenue
Wollaston
Stourbridge
West Midlands
DY8 4QN
Independent Examiner
Jordan & Company Chartered Accountants
Knighton House
62 Hagley Road
Stourbridge
West Midlands
DY8 1QD
Page 1

Max Appeal
Trustees. Report
The truslees present the annual report together with the financial statements of the charity for the year
ended 31 August 2024.
Objectivés and activities
Objects and aims
The charity's objectives are the relief of sickness and the protection and preservation of the health of
persons affected by Di George syndrome, Velo-Cardio-Facial Syndrome (VCFS) and 22q11.2
Deletion syndrome and any related condition and their families and carers in particular by. but not
restricted to..
(a) the advancement of the education of the medical profession and the general public into Di George
syndrome, VCFS and 22q11.2 Deletion syndrome and its implications for the family
(b) the promotion of research into the causes, effects. treatment and management of Di George
syndrome, VCFS and 22q11.2 Deletion syndrome and to disseminate the useful results thereof
The activities to achieve these aims are decided upon by the trustees of the charity who meet at least
four times a year and form the executive committee.
Page 2

Max Appeal
Trustees. Report (continued)
Achievements and perfomiance
This financial year runs from 1st September 2023 to 31st August 2024. Uncertainty surrounding the
general economy continues to impact on Max Appeal's fundraising opportunities. However, over the
course of the year we successfully continued to offer a range of services lo our members including
family activities, high quality information and family support via email and telephone. All of this was
made possible by the support from our members Ihat is vital to our ability to meel our charitable
objects.
The 22q11 Awareness Week was again successful with continuous Twitter and Facebook feeds
which resulted in many hundreds of thousands of hits, likes. reaches. comments. ￿p]leS. re-tweets
and favourites being achieved. The lighting up in red of buildings around the UK. continued to be
suc￿Ssful despile the impact of the energy Grisis, including a range of new buildings on and around
Glasgow, thanks to our keen supporters the McKee family.
22Q at the Zoo is an annual international event that members Gontinue to enjoy, this being its 14th
year,
The trustees are regularly updated with an income and expenditure position with a mindful eye
towards risk and financial exposure against perfomiance and service provision. We have continued to
act wilh financial prudence. The administration of Ihe charity is carried by Steph Jasper and we are
very grateful to her too.
Our trustees and volunteers also do us very proud, in terms of offering services and support to
fundraisers and our family activities. We have continued with an extensive programme of activities to
bring people together via Zoom meetings for things like have a brew dates, social drop-in sessions
and gaming nights for the men, and a family quiz night. With the aid of grant funding we have also
been able to offer our family activity weekends in England and Scotland, which have been
enthusiastically supported.
The 22q11 syndrome APPG (All-Paty Parliamentary Group} continues to Influen￿ MPS. Our
retuming chair (Max Appeal acts as the secretariat to the group) is David Duguid MP, MP for Banff
and Buchan. His enthusiastic involvement has greatly increased our profile with this highesl level of
decision makers. However, David was not re-elected at the General Election. but we are rigorously
seeking a new MP to take up this role.
Our intemational involvement also continues with attendance at the 22q meeting in Portugal and at
board level with the European 22q Neiwork.
We have been able to attend some of the specialist clinics around the country and continue to supply
information to all clinics and make families aware that we are available for them to contact us and
providing °essential packs" for families during hospital stays.
Max Appeal has a good reputation with its members and enjoys excellent professional relationships
with medical teams and researchers. This has taken many years to achieve and is due to the
dedication of a very small team of part-time staff, trustees and volunteers, and the experts in
22q11 DS who have a passion and drive to forward the improvement of knowledge of the condition
and services for families.
Max Appeal's vision is of a society where children and adults affected by 22q11 DS are valued and
able to fulfil their potential.
Page 3

Max Appeal
Trustees. Report (continued)
Financial review
Thanks to the generosity of our members and supporters Max Appeal generated total income of
£57,568 (2023: £75,508), a decrease of 24Q/o.
INCOME
General donations at £52,470 represented a decrease of £9,211115'/o on (2023.. £61,681). Our
members and supporters continue to participate in a variety of fundraising activities raising £5,031
(2023: £4.453) representing an increase of £578 on 2023. Gift Aid continues to be a valuable source
of income and is obtained in two ways., from donations made via Just Giving and Enthuse and from
our general donations which is claimed directly from HM Revenue and Customs. We now claim Gift
Aid at the end of the financial year rather than the end of the tax year. We received gift aid of £2,286,
this compares with (2023: £2,202).
EXPENDITURE
As in previous years we have continued to provide all of our literature, handbooks. leaflets,
newsletters and telephone headlines free of charge to our members, the medical profession and the
general public. For the financial year under review rental costs have decreased to £360.00 against
£2.016 for 2023, as we ended the lease on our Coombe Lodge office. Charitable event expenditure
increased by £16.293 against £19,380 for 2023, as more interest was generated in participation in the
larger fundraising events. By way of comparison telephone costs have decreased to £2,713 against
£3,809 for 2023.
One of our ongoing objectives is to increase the amount of information we distribute electronically via
email or over the web to reduce the cost of printing and postage. We hope that over time this will
reduce our running costs. The regular monthly E-zine publication now enables Max Appeal to
regularly update members on activities and events etc without the need to incur substsntial printing
and postage costs.
Wages and salaries at £14.221 showed a minor decrease of £10.141 on 2023 (£24,362). Conference
and training costs at £4,492, represented a £364 decrease from £4.856 in 2023, as conferences and
meetings were delivered on a mix of face to face and hybrid basis. Printing, stationery and postage
costs together at £11,061 represented an increase of £7,595 on 2023. Travel expenses are £12,186
against £14,141 for 2023. Website costs al £3,996 showed a decrease of £727 against £4.723 for
2023.
Total expenditure for Ihe year amounted to £89.235 representing an increase of £9,201 111 /0 as
compared with £80.034 in 2023.
ASSETS
The accounts for the year show a net deficit of £31,667 as compared with a net deficit of £4.526 in
2023. As a result, retained funds decreased to £20,909 as compared with £52,576 (2023). of which
the whole amount is unreslricted.
The assets of Max Appeal are held in cash which is deposited with CAF Bank. CAF Bank is
authorised and regulated by the Financial Conduct Authority (FCA) and is a member of the Financial
Services Compensation Scheme which covers deposits up to £85,000 in the event of the insolvency
of the bank.
Page 4

Max Appeal
Trustees. Report (continued)
structure, governance and management
Nature of governing document
Max Appeal was registered as a charity in England and Wales on 14th September 2001 under the
Charities Act 1993. Our registered charity number is 1088432.
Max Appeal was registered as a charity in Scotland on 14th November 2021 under the Charities and
Trustee Investment (Scotland) Act 2005. Our registered charity number is SC051380.
The annual report was approved by the trustees of the charity on 16 April 2025 and signed on its
behalf by-
Mr P Wootton
Trustee
Page 5

Max Appeal
Statement of Trustees. Responsibilities
The trustees are responsible for preparing the trustees, report and the financial statements in
accordance with Ihe United Kingdom Accounting Standards (United Kingdom Generally Accepted
Accounting Practice} and applicable law and regulations.
The law applicable to charities requires the truslees to prepare financial statements for each financial
year which give a true and fair view of the state of affairs of the charily and of the incoming resources
and application of resources of the charity for that period. In preparing these financial statements. the
trustees are required to..
select suitable accounting policies and then apply them consistently.
observe the methods and principles in the Charities SORP;
make judgements and estimates that are reasonable and prudent"
state whether applicable accounting standards have been ft)Ilowed, subject to any material
departures disclosed and explained in the financial statements: and
prepare the financial statements on the going concem basis unless it is inappropriate to presume
that the charity will continue in business.
The trustees are responsible for keeping proper accounting records that disclose with reasonable
accuracy at any time the financial position of the charity and enable them to ensure that the financial
statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations
2008, and the provisions of the constitution. The trustees are also responsible for safeguarding the
assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud
and other irregularities.
The trustees are responsible for the maintenance and integrtty of the corporate and financial
information included on the charitable companls website. Legislation governing the preparation and
dissemination of financial statements may differ from legislation in other jurisdictions.
Approved by the trustees of Ihe charity on 16 April 2025 and signed on its behalf by:
Mr P Wootton
Trustee
Page 6

Max Appeal
Independent Examiner's Report to the trustees of Max Appeal
I report to the Irustees on my examination of the accounts of Max Appeal for the year ended 31
August 2024.
Responsibilities and basls of report
As the charity trustees of Max Appeal you are responsible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 {'Ihe Act,).
I report in respect of my examination of the Max Appeal'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){b) of the Act.
Independent examiner's ststement
I have completed my examination. I confim that no material matt8rs 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 Max Appeal as required by section 130 of the Act;
or
2. the accounts do not accord with those records; or
3. the accounts do not comply with the accounting requirements concerning the form and content of
accounts set out in Ihe Charities {Aocounts and Reports} Regulations 2008 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.
I have no concems and have come across no other matters in connection with the examination to
which attention should be drawn in this report in order lo enab18 a proper understanding of the
accounts to be reached.
Mar
Jordan FCA
Knighton House
62 Hagley Road
Stourbridge
West Midlands
DY8 1QD
16 April 2025
Page 7

Max Appeal
Statement of Financial Activities for the Year Ended 31 August 2024
Unrestricted
funds
Total
2024
Note
Income and Endowments from:
Donations and legacies
Other trading activiiies
Investment income
52.470
5,031
67
52,470
5,031
67
Total income
57,568
57,568
Expenditure on:
Charitable activities
other expenditure
(85,167)
4,068
{85,167)
4,068
Total expenditure
89.235
89.235
Net expenditure
31.667
31,667
Net movemenl in funds
{31.667)
(31,667)
Reconciliation of funds
Total funds brought forward
52,576
52,576
Total funds carried forward
12
20.909
20,909
The notes on pages 11 to 15 fomi an integral part of these financial ststements.
Page 8

Max Appeal
Statement of Financial Activities for the Year Ended 31 August 2024
(continued)
Unrestrlcted
funds
Total
2023
Note
Income and Endowments from:
Donations and legacies
Charitable activities
Other trading activities
Investment income
61.681
9,260
4,453
114
61,681
9,260
4,453
114
Total income
75,508
75.508
Expendlture on:
Charitable activities
Other expenditure
{76,962)
3,072
(76,962)
(3,072
Total expenditure
(80,034
{80,034
Net expenditure
(4,526
4,526)
Net movement in funds
(4,526)
{4,526)
Reconciliation of funds
Total funds brought forward
Total funds carried forward
57,102
57.102
12
52,576
52,576
All of the charity's activities derive from continuing operations during the above periods.
The funds breakdown for 2023 is shown in note 12.
The notes on pages 11 to 15 fom an integral part of these financial statements.
Page g

Max Appeal
(Registration number: 1088432)
Balance Sheet as at 31 August 2024
2024
2023
Note
Current assets
Cash at bank and in hand
11
20,909
52.576
Funds of the charity:
Unrestrlcted income funds
Unrestricted funds
20,909
52,576
Total funds
12
20,909
52,576
The financial statements on pages 8 to 15 were approved by the trustees, and authorised for issue on
16 April 2025 and signed on Iheir behalf by:
Mr P Wootton
Trustee
The notes on pages 11 to 15 fomi an integral part of these financial statements.
Page 10

Max Appeal
Notes to the Financial Statements for the Year Ended 31 August 2024
1 Accounting policies
Statement of compliance
The financial statements have been prepared in accordance with the second edition of the Charities
Statement of Recommended Practice issued in October 2019, Ihe Financial Reporting Standard
applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Acl 2011.
Basis of preparation
Max Appeal meets the definition of a public benefit entity under FRS 102. The accounts (financial
statements) have been prepared under the historical cost convenlion with items recognised at cost or
transaction value unless otherwise stated in the relevant note{s) to these accounts.
Golng concern
The trustees consider that there are no material uncertainties about the charity's ability to continue as
a going COn￿M.
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 and legacies are recognised on a receivable basis when receipt is probable and the
amount can be reliably measured.
Investment income
Investment income is recognised once the income has been declared and notification has been
received of the income due.
Expenditure
All expenditure is recognised once there is a legal or constructive obligalion to that expenditure, it is
probable settlement is required and the amount can be measured reliably. All costs are allocated lo
the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot
be directly attributed lo 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.
Charitabla 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.
Page 11

Max Appeal
Notes to the Financial Statements for the Year Ended 31 August 2024
(continued)
Govemance costs
These include Ihe costs attributable to Ihe charitys compliance with constitutional and statutory
requirements.
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 charitsble company for UK corporation tax purposes.
Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains
re￿iVed within categories Govered 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.
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.
Fund structure
Unrestricted income funds are general funds that are available for use at the twstees discretion in
furtherance of the objectives of the charity.
2 Income from donations and legaci¢s
Unrestricted
funds
General
Total
funds
Donations and legacies;
Donations from individuals
Gift aid reclaimed
50.184
2.286
50,184
2,286
Totsl for 2024
52,470
52,470
Total for 2023
61,681
61,681
3 Income from charitable activitles
Unrestrlcted
funds
General
Total
funds
Totsl for 2023
9,280
9,260
Page 12

Max Appeal
Notes to the Financial Statements for the Year Ended 31 August 2024
(continued)
4 Income from other trading activities
Unrestricted
funds
General
Total
funds
Events income:
Other events income
5,031
5,031
Total for 2024
5.031
5.031
Total for 2023
4,453
4.453
5 Investment income
Unrestrlcted
funds
General
Total
funds
Interest receivable and similar income:
Interest receivable on bank deposits
67
67
Total for 2024
67
67
Total for 2023
114
114
6 Expenditure on charitable activities
Unrestricted
funds
General
Total
funds
Direct Gharitable activities
85.167
85,167
Total for 2023
76.962
76,962
Page 13

Max Appeal
Notes to the Financial Statements for the Year Ended 31 August 2024
(continued)
7 Other expenditure
Unrestricted
funds
General
Total
funds
Bank charges
Merchant fees
Independent examiner fees
Examination of the financial statements
Legal fees
135
13
135
13
1.080
2.840
1,080
2.840
Total for 2024
4.068
4.068
Total for 2023
3,072
3,072
8 Trustees remuneration and expenses
No trustees, nor any persons connected with them, have re￿iVed any remuneration from the charity
during the year.
9 Independent examlner's remuneration
2024
2023
Examination of the financial statements
1.080
1,080
10 Taxatlon
The charity is a registered charity and is therefore exempt from taxation.
11 Cash and cash equivalents
2024
2023
Cash at bank
20,909
52,576
Page 14

Max Appeal
Notes to the Financial Statements for the Year Ended 31 August 2024
(continued)
12 Funds
Balance at 1
September
2023
Incoming
resources
Resources
expended
Balance at 31
August 2024
Unrestricted funds
General
52,576
57.568
(89,235}
20,909
Balance at 1
September
2022
Incoming
resources
Resources
expended
Balance at 31
August 2023
Unrestricted funds
General
57.102
75,508
{80,034
52,576
13 Analysis of net assets between funds
Unrestricted
funds
General
Total funds
at 31 August
2024
Current assets
20,909
20.909
Unrestricled
funds
General
Total funds
at 31 August
2023
Current assets
52,576
52,576
Page 15

Max Appeal
Detailed Statement of Financial Activities for the Year Ended 31 August 2024
Total
Total
2024
2023
Incorne and Endowments from:
Donations and legacies (analysed below)
Charitable activities (analysed below)
Other trading activities (analysed below)
Investment income (analysed below)
52,470
61.681
9,260
4.453
114
5,031
67
Total income
57,568
75.508
Expenditure on:
Charitable activities (analysed below)
Other expenditure {analysed below)
Total expenditure
(85,167)
(4,068)
(89,235)
(31,667)
(76,962)
3,072)
80,034)
Net expenditure
(4,526)
Net movement in funds
(31.667)
{4,526)
Reconciliation of funds
Total fvnds brought forward
52,576
57,102
Total fvnds carried forward
20.909
52.576
This page does not form part of the stalutory financial statements.
Page 16

Max Appeal
Detailed Statement of Financial Activities for the Year Ended 31 August 2024
(continued)
Total
2024
Total
2023
Donations and legacies
Appeals and donations
Gift Aid tax reclaimed
50,184
2,286
59,479
2,202
52,470
61,681
Charitable activitles
Grants receivable
9.260
9.260
Other trading activities
Fundraising events
5,031
4.453
5,031
4,453
Investment income
Inlerest on cash deposits
67
114
67
114
Charitabl• actlvltles
Wages and salaries
Conferences and training
Travelling
Charitable events expenses
Rent
Insurance
Telephone and fax
Printing. postage and stationery
Website costs
(14,221)
(4,492)
(12,186)
(35,673}
(360)
(465)
(2,713)
(11.061}
3,996
(24,362)
{4.856)
(14.141)
(19,380)
{2,016)
(209)
(3,809)
(3,466)
(4,723
(76,962
85,167}
Other expendlture
Bank charges
Merchant fees
Independent examinerfs fee
Legal and professional fees
(135)
(13)
(1.080)
2,840
{72)
{1,080)
1,920
3,072
4.068
This page does not fom part of the statutory financial statements.
Page 17