Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| From | 01 | 11 | 2019 | To | 31 | 10 | 2020 |
Section A Reference and administration details
Charity name Sullivan’s Heroes
Other names charity is known by
Registered charity number (if any) 1163021
Charity's principal address
74 Selsfield Road
Turners Hill West Sussex Postcode RH10 4PW
Names of the charity trustees who manage the charity
| 1 2 3 4 5 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Fiona Smith | Secretary | |||
| Richard Smith | Treasurer | |||
| Helen Broderick | Chair | |||
| Lia Shoubridge | ||||
| Amanda Cooper |
Section B Structure, governance and management
Description of the charity’s trusts
Constitution Type of governing document (eg. trust deed, constitution) Unincorporated Association How the charity is constituted (eg. trust, association, company) New trustees are appointed by the existing trustees and serve for one year after Trustee selection methods which they may put themselves forward for re-appointment. (eg. appointed by, elected by) All trustees give their time freely and no remuneration or expenses were paid in the year. Fiona Smith remains a Trustee whilst being employed as Operations Manager from 18/05/20, as authorised by the Charity Commission and agreed with the Trustee Board.
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Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
On appointment, new trustees sign a Trustee Eligibility Declaration committing them to giving of their time and expertise.
New trustees are given information including a history of the charity and its objects, a copy of the governing Constitution Document and a copy of the Charity Commission’s guidance ‘The essential trustee: what you need to know, what you need to do’.
Information on the previous years’ annual reports and accounts are discussed with trustees at trustee meetings, together with the broad strategy and areas of activity for the charity.
A Conflicts of Interest Policy and Register of Interests is held and adhered to.
- 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
To relieve the needs of children with disabilities and their families by the provision of grants and financial assistance to adapt their home to accommodate the child’s needs as a way of improving their quality of life within their home environment.
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Sullivan’s Heroes provides its fundraising platform and grant making policy to achieve its objects for the public benefit to improve the lives of disabled children, requiring significant adaptations to their homes, to ensure the children can continue to be cared for at home, safely and with dignity. Together with raising funds towards grants for disabled children, Sullivan’s Heroes also enables families to promote fundraising activities for their child’s adaptations project should they wish to, by providing a website platform where public donations can be made.
Summary of the main Sullivan’s Heroes accepts applications from families with disabled children activities undertaken for the requiring support. The families who apply need to adapt their homes to meet public benefit in relation to the medical and care requirements of their disabled child and require to raise these objects (include within funds to meet the costs where they are above the statutory Disabled Facilities this section the statutory declaration that trustees have Grants available from the local council, and the costs cannot be met elsewhere. had regard to the guidance issued by the Charity The charity has carried out fundraising activities throughout the year to raise Commission on public funds for grants, via events, sourcing corporate donations and funding from benefit) charitable organisations, and through direct donations.
Trustees of Sullivan’s Heroes have had regard to the commission’s public benefit guidance, and this has been taken into account in all operations and decision making within the charity.
Additional details of objectives and activities (Optional information)
Families apply to Sullivan’s Heroes through an application process via the website or direct phone and postal contact methods.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
One of the qualifying criteria for approval of application is that the family requesting support has already applied, been approved and accessed the Disability Facilities Grant (DFG) offered by UK County Councils for making disability adaptations to a home.
Applying for a DFG is a detailed process and upon approval by the relevant local council is sufficient qualification for applying for financial assistance and support from Sullivan’s Heroes.
In the event of a disabled child not qualifying for the DFG then qualification for support from Sullivan’s Heroes is achieved through communications with NHS Occupational Therapy and medical teams, community nursing teams and with a requirement of a written letter from such organisations. Sullivan’s Heroes also requires detailed quotations from suppliers for the building works for approval of application for support.
Monies the organisation raises through fundraising activities is continually monitored to ensure a sufficient number of families with disabled children can be assisted through the awarding of grants.
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The website platform has the capacity to assist all families who successfully apply, by enabling them to carry out their own fundraising through the web platform should they choose to.
As agreed by the Board of Trustees and authorised by the Charity Commission as being in the interests of the charity to do so, Fiona Smith has been employed as Operations Manager of Sullivan’s Heroes since 18/05/2020 whilst retaining her position as Trustee of the charity, as one of the co-founders.
A Conflicts of Interest Policy has been instigated together with a Register of Interests and will be adhered to by all trustees accordingly.
Section D Achievements and performance
Summary of the main The trustees are pleased to report the number of applicants has increased year achievements of the charity on year from 23 in the previous year to 25 in this financial year, representing a during the year 9% increase.
Considering the difficulties posed by Covid lockdowns from April 2020 onwards, preventing building projects to be quoted for, to get under way, continue or complete, the increased number of applicants from the previous year is very encouraging and a great achievement.
The charity received 25 applications from families with disabled children during the period of 1st November 2019 to 31st October 2020. All 25 applicants have been pledged grants by the charity towards their home adaptations works. Unrestricted funds available allowed grant amounts awarded to be increased from March 2020.
A total of 22 grants have been paid to applicant’s families during this period for projects already underway and/or nearing completion. 9 of these grants were to applicants who applied during the 1st November 2019 to 31st October 2020 time period; 12 of the grants were to applicants who applied to the charity in the previous year (ending 31st October 2019); and 1 grant was to an applicant who applied three years previous during year ending 31st October 2017. These projects to which the grants have been paid out are now completed. 15 of the 25 applicant’s families are fundraising through the Sullivan’s Heroes website to raise additional funds towards their home adaptations. The percentage of families’ fundraising through Sullivan’s Heroes represents a significant increase on the previous year – with 60% of the families signed up with the charity fundraising with the charity’s support as opposed to 26% of the families in the previous year. The charity has provided all the families with fundraising support and information to enable them to reach their targets. The charity has also provided information to 59 additional families and their relevant Social Workers and Occupational Therapists relating to home adaptations. Applications have been received direct from families and through referrals from medical, council, social services and housing agency professionals, plus referrals via other charitable organisations.
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Section D Achievements and performance
Sullivan’s Heroes has sourced further funding towards the applicants’ home adaptations through charitable organisations. The charity has enabled the full funds required for the projects to be reached. Without Sullivan’s Heroes support to secure this funding and aid their fundraising these projects would not be able to proceed, and the beneficiaries’ home disability adaptations would not be put in place. Completed projects can be viewed on the charity’s website at: https://www.sullivansheroes.org/category/who-weve-helped/ with photos of the completed adaptations provided by the family, together with information from the family about the impact and differences the adaptations have made for their child.
Some families have also provided information for full case studies which are available on the website at: https://www.sullivansheroes.org/aboutus/resources/ - case-studies, detailing how the fundraising was carried out, and the benefits the charity has brought them throughout their fundraising and adaptations process.
Section E Financial review
Brief statement of the charity’s policy on reserves
At the end of this financial year (ending October 2020) the charity has unrestricted funds of £611 with the restricted funds account balance at £159,329.
Sullivan’s Heroes policies ensure that all monies raised for its supported families are reserved within restricted funds.
Details of any funds materially There are no funds materially in deficit. in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
The charity’s main principle sources of funds are from donations either made to the charity as a whole or as restricted funds direct to a specific child whom the charity is supporting.
Funds have previously been raised from events which the charity attends, and external sources participate in on the charity’s behalf. The Coronavirus pandemic situation prevented almost all events from going ahead during the spring to autumn of 2020 which would usually be attended by the charity for fundraising purposes, or the charity would gain funds from. No funds were raised by events for the charity’s general funds during this time period. The charity instead focused the event fundraising effort into selling the donated items online and this doubled the efficacy of funds previously raised through events.
The charity continues to receive support from corporate entities, though the
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pandemic situation greatly impacted the amount raised via these sources, reducing this income overall by 38% on the previous year. Support has been received from a number of organisations who have pledged to continue their support on an ongoing basis for future applicants to Sullivan’s Heroes.
Funds raised directly via the families through their fundraising pages has increased by almost three times compared to the previous years’ activity. Many families opted for one main ‘challenge’ event once Covid Lockdown eased, choosing a socially distanced challenge to raise funds, undertaking a longdistance activity from their home to the hospital their child attends for example.
The Covid pandemic situation fortunately did not affect or disrupt the day-today operations of the charity. The charity already operates in a completely online presence, so the lack of face-to-face contact caused no issue or disturbance to productivity and functionality of the charity. Charity expenditure is kept to a minimum. Salary paid to Fiona Smith for employment as Operations Manager as of 18/05/20 has been intentionally kept to a minimum level comparable to similar roles. Other expenditure is to cover running costs for the website, events, office software and third-party fees from online fundraising portals. The overall income of the charity has increased by 31% from £145,086 in 2018/19 to £190,141 in 2019/20. Total expenditure, including Grants and funds paid to applicants, increased by 17% from £126,644 in 2018/19 to £148,589 in 2019/20.
Section F Other optional information
Sullivan’s Heroes Trustees are pleased with the achievements of the charity over the course of the year. The number of charity beneficiaries has continued to increase year on year, and the funds awarded to these beneficiaries has increased. The charity has continued being able to support every eligible applicant to the charity.
As awareness of the charity has continued to grow the Trustees look forward to supporting an increased number of beneficiaries in the future.
It has been encouraging to see the number of medical, council and housing agency professionals who know of the charity and are directing their clients to apply to the charity; together with other charitable organisations referring families to apply to the charity.
The benefits which the adaptations projects bring to the children who the charity is supporting are reported and documented on the charity’s website once the projects are completed.
These website articles all contain wording, quotes and photos supplied by the families supported, with full permission for usage, taken from Feedback Forms provided to each family. The articles give great insight and understanding into the impact each project has brought to the child, and the differences the project has brought about.
These articles and case studies can be found at:
Who we’ve helped: https://www.sullivansheroes.org/category/who-weve-helped/
Case Studies: https://www.sullivansheroes.org/about-us/resources/#case-studies
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Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charlty's trustsas Slgnature{s) Full namo{s) Posltlon lag Socretary. Chalr, etc) Fiona Smlth Helen Broderick Secretary Chalr Dato asi061Ji TAR March 2012
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of SULLIVAN'S HEROES On accounts for the year ended 3111012020 Charfty no (if any) 1163021 Set out on pages Report of the Trustees and Financial Statements.. Pages 1-3 Receipts and Payments Accounts (Form CC16a)'. Pages 1-2 l pOrt to the trust88s on my examination of the accounts of the above charity (°th8 Trust.) for the year ended 3111012020. Responslblllties and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 {'the A¢V). I report in respect of my examination of the Trust's ac¢ourrts carried out undèr section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. l Confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Indepandgnt examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: 19th August 2021 Name: Pippa Forde (Mrs) Relevant professional qualification(s} or body (rf any): AATQB Membership Number 20332974 Address: 48 Oxford Avenue Guiseley Leeds LS20 9BX IER October 2018
REGISTERED CHARITY NUMBER: 1163021
REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 OCTOBER 2020
FOR
SULLIVAN’S HEROES
Richard Smith, Treasurer Sullivan’s Heroes 74 Selsfield Road Turners Hill West Sussex RH10 4PW
SULLIVAN’S HEROES
CHARITY INFORMATION FOR THE PERIOD ENDED 31 OCTOBER 2020
TRUSTEES: Mr Richard Smith Mrs Fiona Smith Mrs Lia Shoubridge Mrs Helen Broderick Mrs Amanda Cooper REGISTERED OFFICE: 74 Selsfield Road Turners Hill Crawley RH10 4PW CHARITY REGISTRATION NUMBER: 1163021
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SULLJVAN'S HEROES STATEMEPa OF FINANCIAL ACTivrriES FOR THE PERIOD Ef4DED 31 OCTOBER 2020 2020 2019 INCOMING RESOURCES Bank Interest Earned Easy Fundraising Ebay Fund Raising Events Gift Aid received Gifts and Donations tncome Grants Sales 122 21 88 61 2,103 5,253 132.860 4,640 60 372 14,344 140.897 30,249 4.039 190,141 145,086 COSTS OF INCOMING RESOURCES Events Just Giving Fee5 Virgin Mi)ney Giving F¢¢5 Grants Pledged by SH 406 2J31 18 30249 774 4,640 33,004 &421 OPERATING cosrs Accounting fees Fundraising Equipment IT Costs OffJ¢e Expense Phone eosts Plarfonn fees from Just Giving Postage and Delivery Salaries and Wages Pension 251 50 78 3.593 110 240 562 37 7.773 247 502 49 6J66 82 IS478 4670 GRANTS AJ4D PAYMENTS TO FAMILIES Funds paid to falnilies Grants paid to families 80.110 14,0(K) 107,413 9.140 ioo,iio 116553 NET INCOMING RECOURCES 4149 IW2 RESERVR8 BROUGHT FORWARD 118,391 99.946 RESERVES CARRIED FORWARD 118 388 REPRESENfED BY Main bank account Business Reserve account Uncleared Bamk Deposit Less Creditors AIC Payable 27.565 133.429 5,515 112.934 -1,054 -61 Cash at Bank li Th¢5¢ financial statements are a true reflection of the firle1&1 position ofthe charity for the period ended 31 October2020. The fiTwicial statements w¢r¢ approved by the B(wd of Trustees on ..... behalf by.. ?.s l ts8 l.ai........... and were signed on its Fiona Smith- Tn]s¢ee Date Page 3 ofj
| Charity Name | No (if any) | ||||
|---|---|---|---|---|---|
| Sullivan's Heroes | 1163021 | ||||
| Receipts andpayments accounts | CC16a | ||||
| For the period from |
Period start date 01/11/2019 |
To | Period end date 31/10/2020 |
| Section A Receipts and payments | Section A Receipts and payments | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Unrestricted funds |
Restricted | funds | Endowment funds |
Total funds | Last year | |||||||
| to the nearest | £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||||
| A1 Receipts | ||||||||||||
| Supported Famillies | - | 147,918 | - | 147,918 | 99,055 | |||||||
| - | - | - | - | - | ||||||||
| Sullivan's Heroes General Fund | 42,223 | - | - | 42,223 | 46,010 | |||||||
| - | - | - | - | - | ||||||||
| Bank Interest earned | - | - | - | - | 21 | |||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| - | - | - | - | - | ||||||||
| Sub total(Gross income for AR) | 42,223 | 147,918 | - | 190,141 | 145,086 | |||||||
| Section A Receipts and payments | Section A Receipts and payments | Section A Receipts and payments | |||||||
|---|---|---|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
Supported Famillies |
- | 147,918 | - | 147,918 | 99,055 | ||||
| - | - | - | - | - | |||||
| Sullivan's Heroes General Fund | 42,223 | - | - | 42,223 | 46,010 | ||||
| - | - | - | - | - | |||||
| Bank Interest earned | - | - | - | - | 21 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) | 42,223 | 147,918 | - | 190,141 | 145,086 | ||||
| A2 Asset and investment sales, (see table). |
- - - 42,223 |
- - - 147,918 |
- - - - |
- - - 190,141 |
|||||
| - | |||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments |
|||||||||
| 145,086 | |||||||||
Payments to supported Familes |
- | 100,523 | - | 100,523 | 116,803 | ||||
| - | - | - | - | - | |||||
| Sullivan's Heroes General Fund | 48,066 | - | - | 48,066 | 9,841 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| **Sub total ** | 48,066 | 100,523 | - | 148,589 | 126,644 | ||||
| A4 Asset and investment purchases, (see table) |
|||||||||
| - | |||||||||
| - | |||||||||
| **Sub total ** | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 126,644 | |||||||||
| - 5,843 | 18,442 | ||||||||
| 1,000 | - | ||||||||
| 5,454 | 99,946 | ||||||||
| 611 | 118,388 |
CCXX R1 accounts (SS)
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Section B Statement of assets and liabilities at the end of the period Untestricled fund$ to nMr4•t£ Restiictod funds Endowment fund$ trrnar•st E ¢•t•gort D•tall8 tèrnar•t E B1 Cash lund6 159,318 Total¢a$h funds 1J9.329 Rutrlct•d fund• Endowm•rtt funds to wrMt£ D•ll# tèrnar••l e fwrr•rt v•lu• D•tallb rr•nt lu B4 A•••ta Totalnod lor th• ¢harlty'• ¢)wn u•• lowhlGh lWloMII B5 Llablltl•• S&nod by on orl%w Irustees on Jn8ture Pdnt Name D*e ofapproval CCXX P2 accounts ISSI 2010812021