2024-09-30-accounts

Trustees' Annual Report for the period

Period start date Period end date Day1 Month10 Year2023 Day30 Month09 Year2024 From To

Section A Reference and administration details

Charity name

Joseph’s Goal

Other names charity is known by

Registered charity number (if any) 1151548

Charity's principal address 32 Charlotte Drive Highfield Wigan Postcode WN3 6BF

Names of the charity trustees who manage the charity

	1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
		GregFarrimond
		Alan Houghton	Chairman
		Susan Houghton
		Ann Kendrick
		Emma Kendrick
		Norman Kendrick	Vice-Chairman
		Paul Kendrick
		Names of the trustees for the charity, if any, (for example, any custodian trustees)
		Name		Dates acted if not for whole year

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Names and addresses of advisers (Optional information)

Type of adviser	Name Address	Name Address
Finance	Gary Edgerton	Fairhurst, Douglas Bank House, Wigan Lane, Wigan
Legal	Paul Aynsley	McCarthy Bennett Holland, 26 Bridgeman Terrace, Wigan
Data Protection	Keith Golding	7 Hinds Head Avenue, Wrightington, Wigan

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Charitable Trust: Model Trust Deed Type of governing document (eg. trust deed, constitution) A Trust consisting of 8 Trustees How the charity is constituted (eg. trust, association, company) Trustees are family members or professional associates appointed by the Trustee selection methods Chairman. (eg. appointed by, elected by)

Additional governance issues (Optional information)

All Trustees give their time voluntarily and receive no remuneration or You may choose to include other benefits additional information, where relevant, about:

• policies and procedures adopted for the induction and training of trustees;

• the charity’s organisational structure and any wider network with which the charity works;

• relationship with any related parties;

• trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

Summary of the main activities undertaken for the

• 1) To advance the education of the public by the funding and promotion of medical and/or scientific research into Non-Ketotic Hyperglycinemia (NKH) with the aim of finding improved treatments and developing a cure for the condition and to publish the useful results arising from such research.

• 2) The relief of sickness and the promotion and presentation of good health by the provision of grants and/or equipment to anyone in the UK suffering from NKH.

In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our Trustees’ meetings

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We have interacted with both Professor Nick Greene, UCL, and NKH Crusaders in the USA regarding the current state and progress with the Research and this has reinforced our previous decision to channel all current funding to UCL.

Conferences

2 Trustees attended the Boston Conference in April 2024 and Joseph’s Goal hosted a Zoom Conference with Professor Greene and NKH families in May 2024.

public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Business Expos have not taken place on the same scale since the Covid pandemic and this has removed an element of our ability to communicate with a section of the public. We will attend any future Business Expos where there is potential for networking.

Additional details of objectives and activities (Optional information)

All policies are reviewed on an annual basis. The grantmaking policy forms part of our Financial Controls package.

A significant contribution has been made by our loyal band of volunteers to the numerous Fund Raising events, Sponsored events, Monthly Lottery Draws and Charity Box proprietors, without which the Charity would not have been able to achieve so much.

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

We were supported by a number of NKH families – in particular Jack Donohoe, Daisy’s Diary, Remembering Rowan, Laura Gallagher and Eloise Latimer who all made significant contributions.

• policy on grantmaking;

• policy programme related investment;

• contribution made by volunteers.

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

Fundraising Events

A net total of £37,526 was raised during the year The main events were :

The Legends Football Match raised £16,297 and was staged this year at the DW Stadium, home of Wigan Athletic. The Monthly Lottery now has 600 members and raised £17,376

Sponsored Events

A total of £30,263 was raised during the year.

The main event was the Walk4Joseph to Blackpool which raised £21,960.

Donations

A total of £20,951 was received during the year and comprises both generous personal donations of £2,944 and the Charity Box collection programme of 326 in the local community which raised £18,007.

Research

We continue to receive 6 monthly Reports from UCL.

Professor Nichola Greene and his research team at UCL use a range of different experimental models to study NKH. Three therapies are moving towards clinical trials.

Notre Dame Chicago are now working with the UCL team and have donated mouse models. Professor Greene has recently stated that Joseph’s Goal has changed the way NKH treatment has evolved.

Board Matters

The Financial Controls package and the Data Protection Policy and Procedures have been reviewed.

The Trustees continue to receive Monthly Management Accounts. The Board met on 6 occasions during the year.

Future Issues

We have plans to review and update the website and other social media opportunities.

Charities of the Year

We retain the support of Nice-Pak, Visions Design, Launch Events NW, Auto Time Systems Northern and Shepherds Hall Ladies Network.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Surplus funds are held in bank to meet any unforeseen expenditure, working capital and potential grants. All expenditure decisions are taken in line with the Charity’s Reserve Policy, a constituent part of our Financial Controls & Policy package.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

• the charity’s principal sources of funds (including any fundraising);

The principal sources of funds are Fund Raising events, Sponsored events, Personal Donations, Charity Boxes and a Monthly Lottery.

Key Objectives:

Research payments in the year totalled £80,000. This takes the cumulative funds sent to Research to £1,180,598.

• how expenditure has supported the key objectives No Grants were made in the year.. of the charity;

• investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Norman Kendrick Full name(s) Alan Houghton Position (eg Secretary, Chair, Chairman Vice-Chairman etc) Date 12th February 2025

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Charity Name No (if any) JOSEPH'S GOAL 1151548 Receipts and payments accounts CC16a For the period Period start date Period end date To from 10/1/2023 9/30/2024

Section A Receipts and payments
A1 Receipts Donations 20951 Fund RaisingEvents 58006 Sponsored Events 30263 Merchandise Sales 250 Grants Received 0 Interest on Deposit Account 11 - - 109,481 - - Sub total - Total receipts 109,481 A3 Payments Reaearch Funding 80000 Coat of Merchandise 440 Cost of FundraisingEvents 20480 Administration Expenses 4,420 Publicity 1,244 Cost to collect Donations/Sponsorship 1,501 Insurance 157 Conferences 3,716 Sub total 111,958 - - Sub total - Total payments 111,958 Net of receipts/(payments) - 2,477 A5 Transfers between funds - A6 Cash funds last year end 9,586 Cash funds this year end 7,109 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)	to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 20,951 58,006 30,263 250 - 11 - - 109,481 - - - 109,481 80,000 440 20,480 4,420 1,244 1,501 157 3,716 111,958 - - - 111,958 - 2,477 - 9,586 7,109	Last year to the nearest £
		- - - - - - - - -	20,951	26733
			58,006	80533
			30,263	33085
			250	706
			-	2500
			11	4
			-	-
			-	-
			109,481	143,561
		- - -	-
			-	-
			-	-
		-	109,481	143,561
		- - - - - - - - -	80,000	130,000
			440	296
			20,480	20,131
			4,420	2,010
			1,244	2,090
			1,501	1,702
			157	96
			3,716	-
			111,958	156,325
		- - -	-
			-
			-	-
		-	111,958	156,325
	-	- - - -	- 2,477	- 12,764
	-		-	-
	-		9,586	22,350
	-		7,109	9,586

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Cash at Bank Details Other Debtors Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 7,109 - - - - - 7,109 - OK OK to nearest £ to nearest £ 56 - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name A HOUGHTON N KENDRICK Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
			-
			-
			-
			OK
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)
			Date of approval
		A HOUGHTON	12/10/2024
		N KENDRICK	12/10/2024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sodion A Independent ExaMine￿S Report Report to the trustee•l mombers of JOSEPH'S GOAL On accounts for the year •nd 30109124 Charity no (If any) 1151548 Sot out on pag•s 1// I r8POrt to the trustees on my examination of the accounts of the above charity {Ih8 Trust") for th8 year 8nd8d R•8pon8lbllltl•s and As the Charity twstees of the Trust. you are responsible for the preparation ba818 of rnport of the accounts in acc￿danCe 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 carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14S5Xb) of the Act. I have completed my examination. I confimi that no material matt8rs have come to my attention (other than that disclosed below ') in connection wlth the examination which gNes me cause to believe that in, any material respect: accounting records were nol kept in accordance wth section 130 of the Act or the accounts do not accord with the accounting records Independent oxamlnerfs statement I hav8 no conc8ms and have come across no oth8r matters in conn8Ction with the examination to which att8ntion should be drawn in order 10 8nable a proper understanding of the accounts to be reached. ' Please delete the W￿d$ in the bra¢kels rf they do not apply. Slgn•d: Dato: 202¥ Nam•: GARY EDGERTON R•levant prof•8slonal qualificatlon(s) or body (If any): FCA CertPFS Address: Fairhurst. Douglas Bank House Wigan Lane. Wigan WN12TB IER October 2018