2023-02-28-accounts - Kd-Uk, Kennedy's Disease UK

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Certificate of signing

Original document

Name: "2023-11-28 KD-UK - Charity Accounts 280223 to client.pdf" Number of pages: 7 Document size (bytes): 606853 Document seal: b87bef298d65c08b17369969a46d22d4

Issuer

Purple Business and Personal Accountants Lucy Cuff (lucy.cuff@purpleaccountants.co.uk)

Electronic signature

Signer: Kim Slowe (kdjslowe@gmail.com) Signature: "kim slowe" Browser: Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/17.1 Safari/605.1.15 IP address: 31.50.33.88, 172.31.47.71 Timestamp: Thu Nov 30 2023 12:38:34 GMT+0000 (Coordinated Universal Time) Receipt seal: aa1ed9affa939173d8d682260f4f79fe

e. support@senta.co w. www.senta.co Senta SaaS Limited, Engine Shed, Station Approach, Temple Meads, Bristol BS1 6QH, United Kingdom. Registered in England & Wales no. 8964408. Registered office as above.

Armitage House, Victor Jackson Avenue, Poundbury, Dorchester, Dorset DT1 3GY

info@purpleaccountants.co.uk 01305 269600

KD-UK, Kennedy's Disease UK Armitage House Victor Jackson Avenue, Poundbury Dorchester Dorset DT1 3GY

24 November 2023

Dear Trustees

KD-UK, Kennedy's Disease UK

Charity Accounts – Period Ended 28 February 2023

Thank you for providing the additional information I required; this has enabled me to finalise the accounts which I enclose herewith for your review and approval.

I am also pleased to report that we were able to resolve all queries that arose during the accounts preparation process.

My comments are as follows:

Turnover for the year was £55,800 (this compares to £70,379 for the previous year).
Net increase in funds was £25,932 (this compares to £34,504 for the previous year).
Net assets at the year end were £199,628 (this compares to £173,695 at the previous year end). This indicates the amount of profit generated at the year end that has been left in the charity.

Please read carefully through the accounts to ensure that they are complete and correct to the best of your knowledge and belief and if the accounts meet with your approval, please click “sign” to electronically approve the accounts.

If you have any queries and/or would like a meeting to discuss the accounts in detail before signing then please contact my office to arrange a mutually convenient appointment. However, if you feel that a meeting is not necessary, then please let me know.

On receipt of the electronic signed accounts, I will sign the Independent Examiners Report and send this back to you for you to submit to the Charity Commission.

Finally, please do not hesitate to contact me if any of the above is unclear.

With best wishes

Yours sincerely

Dan

Daniel Hodges ACCA

Encs

Daniel.Hodges@purpleaccountants.co.uk

Purple Business and Personal Accountants is a trading name of Purple Business Services Ltd. Company registered in England & Wales No. 14239638

Charitable Incorporated Organisation - Registered No. 1160793

KD-UK, Kennedy's Disease UK

Trustees Report and Financial Statements

28 February 2023

KD-UK, Kennedy's Disease UK Charity Information

Trustees

Kate Hopps (resigned 21 November 2023) Andrew Symington (resigned 27 November 2023) Kim Slowe (Chair) Dr Helen Devine Luke Tillotson Helena Conibear Hadyn Beazer Darren John Arthur (appointed 17 February 2023)

Registered Office

Armitage House Victor Jackson Avenue Poundbury Dorchester Dorset DT1 3GY

Registered Charity Number

1160793

Independent Examiner

Daniel Hodges ACCA Purple Business & Personal Accountants Armitage House Victor Jackson Avenue Poundbury Dorchester Dorset DT1 3GY

Bankers

CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ

Barclays Bank Plc 10 South Street Dorchester DT1 1BT

KD-UK, Kennedy's Disease UK Report of the Trustees for the year ended 28th February 2023

The Trustees present their report together with the financial statements of the Charity for the year ended 28th February 2023.

The accounts have been prepared on a receipts and payments basis and comply with the Charity's governing document and applicable law.

OBJECTIVES AND ACTIVITIES

Objectives

The objectives of the Charity are to raise awareness of Kennedy's disease in the general population of the UK, to raise funds for research into understanding the mechanisms of the disease with a view to finding suitable treatments and to provide support for Kennedy's disease patients, carers and carriers.

Aims, Objectives, Strategies and Activities for the year

The objectives of the Charity are to raise awareness of Kennedy's disease in the general population of the UK and raise funds, through sponsorship events, for research into understanding the mechanisms of the disease with a view to finding suitable treatments. In addition, the charity aims to provide funding for clinical support of Kennedy's disease patients and carriers. In planning activities for the year, the Trustees kept in mind the Charity Commission's guidance on public benefit.

ACHIEVEMENTS AND PERFORMANCE

Charitable Activities

KD-UK has continued its commitment to support the salary of the specialist KD nurse at UCLH in London and has agreed to support a research physio who will also have some clinical commitments. Although COVID had an ongoing impact on fundraising activity during the period, the charity ran a successful road trip from Los Angeles to Rome during the year and some of the sponsorship receipts fell into this accounting year. The charity funded and held a very successful patient day in London and further events are planned for 2023. The charity is taking the lead on running an International KD Conference in London in 2023.

FINANCIAL REVIEW

Financial position

Total receipts for the year amounted to £55,800 (2022 - £70,379) and expenses were £29,867 (2022 - £35,875). Unrestricted reserves at 28th February 2023 amount to £199,628.

Reserves Policy

The Trustees have reviewed their policy, considering recommendations by the Charity Commission with regards to maintaining an acceptable level of reserves. The charity has set a reserve of £20,000. This is sufficient to cover KD-UK's very low overheads during a lean fundraising year.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing Document

The Charity was registered as a Charitable Incorporated Organisation (CIO) on 9th March 2015 and commenced operations immediately.

Trustees

Trustees are elected and removed by the Board of Trustees. The maximum number of Trustees shall be 8 and the minimum shall be 4.

The power to appoint new trustees is vested in the existing trustees. Future trustees will be selected to ensure the board maintains a suitable mix of skills and experience to continue its work and will be given an appropriate induction into the Charity. Trustees attend training courses where it is considered necessary.

KD-UK, Kennedy's Disease UK Report of the Trustees for the year ended 28th February 2023

Organisational Structure

The Charity is managed and operated by the Board of Trustees who meet at least twice a year.

Major Risks

The Trustees have carried out an assessment of the major risks to which the Charity is exposed. Procedures and systems are in place to mitigate these risks.

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The Trustees are required under Charity law to prepare financial statements for each financial year which give a true and fair view of the state of the affairs of the Charity and of the financial activities of the Charity for that year. In preparing those financial statements, the Trustees are required to:

select suitable accounting policies and then apply them consistently;
make judgements and estimates that are reasonable and prudent;
state whether applicable accounting standards have been followed, subject to any material departure disclosed and explained in the financial statements; and
prepare the financial statements on the going concern basis unless it is inappropriate to presume that the company will continue in business.

The Trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and to enable them to ensure that the financial statements comply with applicable laws and regulations. They are also responsible for ensuring that the Charity maintains an adequate system of internal control designed to provide reasonable assurance that assets are safeguarded against loss or unauthorised use and to prevent and detect fraud and other irregularities.

ON BEHALF OF THE BOARD

…......................... K Slowe - Chair of Trustees

Date: ….........................

KD-UK. Kennedy's Oisease UK Independent Examinevs Report To the trustees of KD-UK. Kennedy's Disease UK I report on my examination of the accounts whKh consist of the Receipts and Payments Account, Statement of assets and liabilities arKI Reconciliation of changes in bank and cash balances for the year ended 28 February 2023. R•spon$lbilrties of trust••s and •xamln•r As the chanty Iruslees you are responsibl8 for the preparation of the accounts in accordance wrth the requirements of the Charities Act 2011 Ilhe Acfl. I report in respect of my examin8lion of the Chartys xcounts carried out under section 145 of the 2011 Acl and in canw'NJ out my examination I have followed the applicable Directions given by the Chariti86 Commin8SKJn under t)n 145151{b) of the Acl. Basls of Indeyndent examlnerfs st•lgm?nt My examination included a review of the accounting records kept by the InJstees and a comparison of the accounts presented with those records.11 also included consideratn of any unusual rtems oi di$¢bsuies in the accounts. and seeking explanal)n$ from you as members eoncerning any such matters. The procedures undertaken do not provide all the evenCe that would be required in an audrt and consequenlty no opinion is given as to whether the acwunls present a 'lrue and fair ¥, and the report ts l#nited lo the staternenl bel. Ind•ynd•nt •xamln•rf$ $tat•m•nt I have completed my examination. I wnfinn that no malefial mattèrs have come to my attentior¢ in connection with the examination whKh gNes me cause lo believe that in wy malerial respect.. {il the general requir•menl8 lo keep #cnting TeCLvds in accordance with UK 0¢nI1ng principles have not been met lill attention should be drawn in order to enable a proper understanding of the accounts lo be reached D M H¢xl9es ACCA Chartered Certrfied Accountant Purple Business and Personal A¢nIants Armrtage House Vidor Jackson Avenue Poundbury Dorchesler Dorset DT1 3GY Dale..

KD-UK, Kennedy's Disease UK Receipts and Payments account for the year ended 28 February 2023

Receipts Donations from individuals Donations - Just Giving Donations - Enthuse Donations - The Great Road Trip Donations - Other Grants from trusts and other organisations Gift aid receipts Sale of goods Total receipts Payments Cost of raising funds Events and promotional costs Web site costs Online giving site fees Expenses - The Great Road Trip Cost of charitable activities Grant paid to University College London Administration support Administration costs Storage costs Independent examination fees Total payments Net movement in funds Balances as at 1 March 2022 Balances as at 28 February 2023 Statement of Assets and Liabilities at 28 February 2023 Cash funds Bank current accounts Assets retained for the charity's own use Motor vehicle Current liabilities Net assets Approved by the Trustees on …......................................	Unrestricted funds £ 15,547 15,787 6,464 - 268 15,945 1,790 - 55,800 22,076 790 674 - - 3,000 307 1,922 1,098 29,867 25,932 173,695 199,628 Unrestricted funds £ 199,628 199,628 - 199,628	Restricted funds £ - - - - - - - - - - - - - - - - - - - - - Restricted funds £ - - - - -	2023 £ 15,547 15,787 6,464 - 268 15,945 1,790 - 55,800 22,076 790 674 - - 3,000 307 1,922 1,098 29,867 25,932 173,695 199,628 2023 £ 199,628 199,628 - - 199,628	2022 £ 31,084 - - 37,600 - - 1,695 - 70,379 3,511 620 455 263 30,905 - 121 - - 35,875 34,504 139,191 173,695 2022 £ 164,845 164,845 8,850 - 173,695

Signed: ….........................................................