## **Trustees' Annual Report for the period** Period start date Day01 Month10 Year2024 Period end date Day30 Month09 Year2025 **From** **To** ## Section A Reference and administration details Joseph’s Goal **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|||| ||HarrySmith||From 22/01/2025|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **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)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |**Finance**|Gary Edgerton|Fairhurst, Douglas Bank House, Wigan Lane, Wigan| |**Legal**|TBA|| |**Data Protection**|Keith Golding|7 Hinds Head Avenue, Wrightington, Wigan| |||| **Name of chief executive or names of senior staff members (Optional information)** Not Applicable ## **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. trust, association, company) - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: All Trustees give their time voluntarily and receive no remuneration or other benefits - 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** - 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. March **2012** **TAR** 2 In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our Trustees’ meetings We have interacted with both Professor Nick Greene at UCL and NKH Crusaders in the USA regarding the current position and future progress with the Research and this continues to reinforce our previous decision to channel all current funding to UCL. Conferences We are planning to hold an online conference for NKH families within the next 6 months. **Summary of the main activities undertaken for the** Trustees are planning to attend the Boston NKH conference scheduled **public benefit in relation to** for April 2026. **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)** ## **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: - policy on grantmaking; We were supported by a number of NKH families – in particular Daisy’s Diary, In memory of Chloe Harris, and Remembering Rowan. In addition a number of NKH families and friends are members of the Lottery. - 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 £29,093 was raised during the year. The main events were the Monthly Lottery which averaged 570 members throughout the year, the Latics Legends Dinner and Match. Sponsored Events A total of £23,113 was raised during the year The main events were the Walk4Joseph to Wrexham and Joe’s Xmas Jumper Day. ## Donations A total of £20,828 was received during the year. The majority was raised through over 700 Charity Box collections in the local community. In addition we received further donations from Lottery Winners and generous individuals. ## Research We continue to receive comprehensive 6 monthly Research Update Reports from UCL. A simplified version will be made available to NKH families and supporters via social media platforms. We have, in the current year, introduced a comprehensive 6 monthly Financial Statement in conjunction with UCL, which incorporates details of all appropriate financial transactions and a financial reconciliation. ## UCL Donor Wall As Joseph’s Goal has reached the very prestigious landmark of “raising over £1 Million” for NKH research, UCL contacted us re sculpting Joe’s hand for a “donator sculpture of hands” on their Millionaire’s Donor Wall. A cast of Joe’s hand was taken recently, with a more formal celebration to follow in the Spring at UCL for Joe and his family. The hand will then be hung in the atrium of UCL along with others who have hit the million pound mark for their respective projects. ## Board Matters The Financial Controls package and Data Protection Policy and Procedures have been reviewed. The Board were pleased to appoint Harry Smith as a new Trustee. The Board met on 4 occasions. The Trustees continue to receive Monthly Management Accounts. ## Future Issues The new Website is expected to be functional by the end of the year. We intend to review strategies to further engage all NKH families with periodic Research updates and to raise more funds for the Research programme. ## Charities of the Year We retain the support of Nice-Pak, Launch Events and NW Auto Time Systems Northern. 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. In addition funds for Research are also held in separate interest earning deposit accounts which are available for draw down by UCL. ## **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 Note feedback comments from UCL stating that Joseph’s Goal has advanced the research into NKH significantly and changed the way NKH treatment has evolved. - how expenditure has Research payments in the year totalled £25,000. - supported the key objectives In addition we have over £46k available for draw down. - of the charity; This takes the cumulative funds sent and available to Research to over - • investment policy and £1.25 million. objectives including any ethical investment policy No Grants were made in the year. 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** 24/11/2025 March **2012** **TAR** 5 **Charity Name No (if any) JOSEPH'S GOAL 1151548** ## **Receipts and payments accounts** **CC16a** Period end date **To** 9/30/2025 Period start date 10/1/2024 **For the period from** ## **Section A Receipts and payments** **Unrestricted Restricted Endowment funds funds funds** **Total funds Last year** |**Section A Receipts and payments**
**Unrestricted**
**funds**|**Restricted**
**funds**|**Endowment**
**funds**|**Total funds**|**Last year**| |---|---|---|---|---| |**A1 Receipts**
Donations
**20,828**
Fund RaisingEvents
**46,118**
Sponsored Events
**23,113**
Merchandise Sales
**2,289**
Grants Received
**-**
Interest on Deposit Account
**495**
**-**
**-**
**92,843**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 92,843**
**A3 Payments**
Reaearch Funding
**25,000**
Coat of Merchandise
**166**
Cost of FundraisingEvents
**17,025**
Administration Expenses
**4,265**
Publicity
**1,440**
Cost to collect Donations/Sponsorship
**1,386**
Insurance
**164**
Conferences
**-**
**-**
**_Sub total_ 49,446**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 49,446**
**_Net of receipts/(payments)_ 43,397**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**7,109**
**_Cash funds this year end_ 50,506**
**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 £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**to the nearest £**|**to the nearest £**
**20,828**
**46,118**
**23,113**
**2,289**
**-**
**495**
**-**
**-**
**92,843**
**-**
**-**
**-**
**92,843**
**25,000**
**166**
**17,025**
**4,265**
**1,440**
**1,386**
**164**
**-**
**-**
**49,446**
**-**
**-**
**-**
**49,446**
**43,397**
**-**
**7,109**
**50,506**|**to the nearest £**| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**20,828**|**20951**| ||||**46,118**|**58006**| ||||**23,113**|**30263**| ||||**2,289**|**250**| ||||**-**|**0**| ||||**495**|**11**| ||||**-**|**-**| ||||**-**|**-**| ||||**92,843**|**109,481**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|**-**| ||||**-**|**-**| |||||| |||**-**|**92,843**|**109,481**| |||||| |||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**25,000**|**80000**| ||||**166**|**440**| ||||**17,025**|**20480**| ||||**4,265**|**4,420**| ||||**1,440**|**1,244**| ||||**1,386**|**1,501**| ||||**164**|**157**| ||||**-**|**3,716**| ||||**-**|**-**| ||||**49,446**|**111,958**| |||||| |||**-**
**-**
**-**|**-**|| ||||**-**|| ||||**-**|**-**| |||||| |||**-**|**49,446**|**111,958**| |||||| ||**-**|**-**
**-**
**-**
**-**|**43,397**|**- 2,477**| ||**-**||**-**|**-**| ||**-**||**7,109**|**9,586**| ||**-**||**50,506**|**7,109**| |**Section B Statement of assets and liabilities at the end of the period**|**Section B Statement of assets and liabilities at the end of the period**|**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**
**Details**
**Details**
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**50,506**
**-**
**-**
**-**
**-**
**-**
**50,506**
**-**
OK
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
ALAN HOUGHTON
NORMAN 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| |||ALAN HOUGHTON|11/24/2025| |||NORMAN KENDRICK|11/24/2025| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to the trust•esl m¢m￿r5 of JOSEPH'S GOAL On accounts for the year ended 3010912025 Charlty no (11 any) 1151548 Set out on pages I report to the trustees on my examination of the accounts of the above charity (Ihe Trust.) for the year ended Responslbllltles and As the charity trustees of the Trust. you are responsibl8 for th8 preparation ba$l$ of report 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 sedion 145 of the 2011 Act and in ¢arying out my examination, I have foll0v￿d the applicable Directions given by the Charity Commission under section 145(5)(b> ol the Act. I have completed my examination. I confinn that no material matters have come to my attention (other than that disclosed below ') in connection with the examinakn'on which gNes me cause to believe that in. any material respect.. accounting re￿rdS Were not kept in accordance With s8Ction 130 of th8 Act or the accounts do not accord the accounting records Independ•nt examlnerfs statement I have no concerns and have come across no other matters in connection with the examination to vthich attention should be drawn in order to enable proper understanding of th8 accounts to be reached. ' Pl8as8 del8t8 th8 words in the brackets rf they do not apply. Slgned: Date: L3/ic Name". GARY EDGERTON Relevant professional quallficatlon(sl or body (If anyl: FCA CertPFS Address: Fairhurst Accountants Lirnited. Douglas Bank House Wigan Lane. Wigan WN12T8 IER October 2018