## **The Haelo Foundaton** ## **Annual Report** # **Year ended 31st December 2024 Charity Number 1158928** ## Contents THE HAELO FOUNDATION ................................................................................................................................................. 3 Trustees Report ............................................................................................................................................................. 3 Structure, governance and management ..................................................................................................................... 3 Objectives and activities ............................................................................................................................................... 3 Financial review ............................................................................................................................................................ 3 Statement of trustees’ responsibilities ......................................................................................................................... 3 Receipts and payments accounts ...................................................................................................................................... 4 ## THE HAELO FOUNDATION **Charity number 1158928** ## Trustees Report Year ended 31st December 2024 The trustees who served during the year end and up to the date of this report present their report and the financial statements for the year ended 31st December 2024. ## Structure, governance and management The trustees have the power to appoint any person to be a trustee in accordance with the provisions of the Trust Deed. An appointed trustee holds office within the limits permitted by law. ## Objectves and actvites The objective of the trust as set out in its governing document is to provide medical help for children. The charity's main objective is to provide assistance to young and vulnerable children and those people who are struggling to get access to specific needs. ## Financial review It is the policy of the charity to maintain unrestricted funds at a level which equate to approximately 12 months unrestricted expenditure. This provides sufficient funds to cover management and administration and support costs. ## Statement of trustees’ responsibilites The trustees are responsible for preparing the annual report and the financial statements in accordance with applicable law and United Kingdom Generally Accepted Accounting Practice. Law applicable to charities in England and Wales requires the trustees to prepare financial statements for each financial year which give a true and fair view of charity's financial activities during the year and of its financial position at the end of the year. In preparing financial statements giving a true and fair view, the trustees are required to: - select suitable accounting policies and then apply them consistently. - make judgements and estimates that are reasonable and prudent; and - prepare the financial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The Haelo Foundation Annual Trustee Report Year ended 31st December 2024 The trustees are responsible for keeping proper accounting records which 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. They 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. ADRIAN MARK PEARSON Head of Trustees Recei ts and ments accounts CHARITY COMMIS510N FOR ENGLAND AND WALES THE HAELO FOUNDATION 1158298 Receipts and payments accounts CC16a For the period from 01101Q024 3111212024 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to th• n••r•st to the neare5t£ tothe nearest£ to the nearest £ to the neare¥t £ A1 Recei £0. £0. £0. £0. £0. eo. £0. £0. £0.00 £0.00 eo.00 eo.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £o.o £0.00 £0.00 £0.00 £0.00 £0.00 eo.00 £0.00 £0.00 ross irKon7e AR) eo. £0.00 £0.00 £0.00 Inves sa es. {see table). Total receipts £￿00 £0.00 £0.00 £0.00 £0.00 A3Pa ments £0. £0. £0. £0. eo. £0. £0. eo. £0. £0. £0. eo.0 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 to.00 £0.00 £0.00 £0.00 £0.00 £o_oo £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 eo.00 £0.00 £0.00 eo.00 £0.00 £0.00 eo.00 £0.00 £0.00 eo.00 £0.00 £0.00 eo.00 £0.00 £0.00 £0.00 £0.00 £0. Sub total A4 Asset and investment £0. eo. eo. £0.00 eo.00 eo. £0.00 £0.00 eo.00 £0.00 £0.00 £0.00 Sub total eo.00 Totalpayments £ooo £0.00 £0.00 £0.00 £0.00 Net of receipts/{paymentsJ A5 Transfers between fvnds A6 Cash fvnds last year end Cash funds this year end £0.00 £o.o £0.00 £0.00 £0.00 £0.00 £o.o £0.00 £0.00 £0.00 Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds Endowrnent funds Categones Details to nearest £ to nearest £ to nearest £ B1 Cash funds £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £o_oo £0.00 Total cash funds £0.00 £0.00 £0.00 L￿Art(SI) Unrestricted funds Restricted funds Endowment funds Details to nearest £ to nearest È to nearest £ B2 Other monelary assets Fund to wlych •sxt belon Current value tional Details C￿t lopt￿n￿lI Fund to wNch •5set belon Current valu tiona Details Cost (opt￿nall 84 Assets retained for the charity's own use Fund to wlwch l￿bi r•lat•8 Amount due ional When due onal Details B5 Llablllllas Signed by one or iwo Iru5tee5 on behaK of all the trustees Signaure Print Name Dale of roval 12025 Adrian Pearson