## **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
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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**|| ||||||| ||||||| ||||||| March **2012** **TAR** 1 ## **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 March **2012** **TAR** 2 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. March **2012** **TAR** 3 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. March **2012** **TAR** 4 ## **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 March **2012** **TAR** 5 **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