## **Trustees' Annual Report for the period** |**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**|**Trustees' Annual Report for theperiod**| |---|---|---|---|---|---|---|---| |**From**|Period start date|||**To**|Period end date||| ||01|11|2020||31|10|2021| ||||||||| ||Reference and administration details||||||| Section A **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
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5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Fiona Smith|Secretary||| ||Richard Smith|Treasurer||| ||Helen Broderick|Chair||| ||LiaTriunfo|||| ||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, as authorised by the Charity Commission and agreed with the Trustee Board. March **2012** **TAR** 1 ## **Additional governance issues (Optional information)** You **may choose** to include 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; 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. March **2012** **TAR** 2 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, and any additional funding, available from the local council, and the **had regard to the guidance** costs cannot be met elsewhere. **issued by the Charity Commission on public** The charity has carried out fundraising throughout the year to raise funds for **benefit)** grants, via fundraising activities, sourcing corporate donations and funding from 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 email, phone and postal contact methods. One of the qualifying criteria for approval of application is that the family requesting support has already applied for, been approved for and accessed the Disability Facilities Grant (DFG) offered by UK County Councils for making disability adaptations to a home. You **may choose** to include further statements, where Applying for a DFG is a detailed process and upon approval by the relevant local relevant, about: council is sufficient qualification for applying for financial assistance and • policy on grantmaking; policy on grantmaking; support from Sullivan’s Heroes. • policy on grantmaking; policy on grantmaking; - policy programme related investment; investment; 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 • contribution made by Occupational Therapy and medical teams, community nursing teams and with a volunteers. 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. March **2012** **TAR** 3 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 andperformance| |---|---| |**Summary of the main**
**achievements of the charity**
**during the year**|The trustees report the number of applicants has decreased year on year from
25 in the previous year to 21 in this financial year, representing a 16% decrease.
This decrease is attributed to difficulties post-Covid situation and increases in
building costs post-Brexit in being able to access quotes for building works to
proceed, and staffing shortages and timeframes within council departments in
getting adaptations projects approved to go ahead.
Building costs have increased 40% through Covid, Brexit and supply issues. This
has deterred some councils from going ahead until prices may level out. Some
families have seen issues obtaining quotes from builders and moving forward
with Occupational Therapists and council departments to get works underway.
Projects have been requoted at significantly greater costs. Families already
fundraising have required extra support due to building cost increases over the
course of their project; having to continue fundraising after initial targets were
met, with increased targets to meet revised quotes.
The charity received 21 applications from families with disabled children during
the period of 1st November 2020 to 31st October 2021. All 21applicants have
been pledged grants by the charity towards their home adaptations works.
Unrestricted funds available allowed grant amounts awarded to be increased
from April 2021.
A total of 15 grants have been paid to applicant’s families during this period for
projects already underway and/or nearing completion. 7 of these grants were
to applicants who applied during the 1st November 2020 to 31st October 2021
time period; 8 of the grants were to applicants who applied to the charity in the
previous year (ending 31st October 2020). These projects to which the grants
have been paid out are now completed.
14 of the 21 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
slight increase on the previous year – with 66% of the families signed up with
the charityfundraisingwith the charity’s support as opposed to 60% of the| March **2012** **TAR** 4 Section D Achievements and performance families in the previous year. This is an encouraging increase again year on year from previous years, showing that families are seeking to enable their fundraising through the charity as much as they are able to, where possible. 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 77 additional families in this financial year, and their relevant Social Workers, Occupational Therapists and other support workers 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. Many families are also being referred to the charity via previous families supported by Sullivan’s Heroes, and their relevant Occupational Therapists. 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**
**Details of any funds materially**
**in deficit**|At the end of this financial year (ending October 2021) the charity has
unrestricted funds of £201 with the restricted funds account balance at
£281,652.
Sullivan’s Heroes policies ensure that all monies raised for its supported families
are reserved within restricted funds.| |---|---| ||There are no funds materially in deficit.| March **2012** **TAR** 5 ## **Further financial review details (Optional information)** - The charity’s main principle sources of funds are from donations either made to - You **may choose** to include the charity as a whole or as restricted funds direct to a specific child whom the - additional information, where relevant about: charity is supporting. • the charity’s principal In previous years funds have been raised from events which the charity attends, - sources of funds (including and external sources participate in on the charity’s behalf. Individual families - any fundraising); may have undertaken multiple events towards their target over the course of - • how expenditure has their fundraising. Whilst the Coronavirus pandemic situation greatly altered the supported the key objectives outlook for these events in the previous year, preventing almost all events from of the charity; going ahead during the spring to autumn of 2020, some families have since - • investment policy and raised funds through one main ‘challenge’ event and many others have objectives including any reintroduced multiple events into their fundraising with great success. ethical investment policy adopted. Direct donations from corporates and other charitable organisations increased by 163% (compared to 38% reduction year on year in the previous Covid affected year). JustGiving donations have increased again year on year by 39% which is encouraging to see. The overall income of the charity has increased by 78% from £190,141 in 2019/20 to £337,674 in 2020/21. Total expenditure, including Grants and funds paid to applicants, has increased by 45% from £148,589 in 2019/20 to £215,762 in 2020/21. The charity continues to operate in a completely online presence. 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, and has not increased since initiation. Other expenditure is to cover running costs for the website, events, office software and third-party fees from online fundraising portals. ## **Section F Other optional information** Sullivan’s Heroes Trustees are pleased with the achievements of the charity over the course of the year. Although the number of charity applicants has slightly decreased year on year, there are recognised reasons for this reduction, and the families supported during this period have required additional support from the charity to meet their requirements due to cost increases to be met. Both the funds raised and 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 continues to grow the Trustees look forward to supporting an increased number of beneficiaries in the future. As with previous years’ reporting, it continues to be 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. March **2012** **TAR** 6 These website articles all contain wordin& quotes and photos supplled bythe familie5 SUPPOrted. with full permission for usage, taken from Feedback Forms provided to each f3mity on completion of their project. The artitles give great Inslght and understanding into the impact each project has brought to the chlld, and the differences and beneft.ts the project has brought about. These articles and cèse studles can be found at: Who w¥ve hèlped.. htt www.sullivan cate -weve-hel ed Case Studles.. htt bout-us reso se-studle Section G Declaration The trustees declare that they havo approv&d the trustees, report above. Slgned on behalf o fthe charlty'8 trust998 Slgnaturo1•} Full namel¥l Posltlon l•g Socretary. Chair. etcl Flona Smlth Helen Broderlck Secretary Chair Dats JIO? laa TAR March 2012 CHARITY COMMISSION FOR ENGLAND AND WAIES Indep•nd•nt •x•mln•rfs r•port on the accounts SULLIVAN'5 HFNOÈS J11101202t Chrfty no I16￿21 P•ym•Tht• Iforpn CCI6HI Pogu 1.2 2011 ufthT 14301th•2011 In I undDT 14*SMblo1fv*4 Ind•p•nd•ht •x4mlMf• •ty*m•nl Gllmq lomyattenthx r lh* Ador opgrundei•i4ndlng allhfj4cc￿4* rexh•d N•m•'. AATG8 Numbw20332974 *w•th1¢4Ior4•1 orbody Gulm LoDd•LS20 Octob•f 2011 **REGISTERED CHARITY NUMBER: 1163021** ## **REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS** ## **FOR THE PERIOD ENDED 31 OCTOBER 2021** ## **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 2021** **TRUSTEES:** Mr Richard Smith Mrs Fiona Smith Ms Lia Triunfo Mrs Helen Broderick Ms Amanda Cooper **REGISTERED OFFICE:** 74 Selsfield Road Turners Hill Crawley RH10 4PW **CHARITY REGISTRATION NUMBER:** 1163021 Page **2** of **3** SULLIVAN'S HEROES STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD ENDED 31 OCTOBER 2021 2021 2020 INCOMING RESOURCES Bank Interest Earned E&8y Fundraising Ebay Fund Raising Events Gift Aid received Gitts and Donations Incom¢ GrAttt$ Sales 12 249 122 118 372 20,714 274,849 39.121 2,729 14,344 140,897 30,249 4.039 337,674 I90,141 COSTS OF INCOMJNC RESOURCES Events Just G1Vll￿ F¢¢8 Virgin Money Givin8 Fees Grants Pledged by SH 20 3.073 24 39,121 406 2,331 18 30,249 42238 33,(K14 OPERATING COSTS Accountin8 fees Fundraising Equipment IT C05t5 Otyiee Expense Phone costs Platforni fees frum Just Oiving Posta8e and Delivery Salaries and Wa8e5 Pertsion 278 251 2,690 77 254 362 302 18,401 328 7,773 148 247 562 49 6,366 82 22.891 15.478 GRANTS AND PAYMENTS TO FAMILIES Funds paid to families Grants paid io families 135,883 14.7SO 86,110 14.000 150,633 NET INCOMING RECOURCES 121,913 41 J49 RESERVES BROUGHT FORWARD 159,940 118,391 RESERVES CARRIED FORWARD 281853 159940 REPRESEPUED BY N(ain bank account Business Resetve account Ut)¢l¢ared Bank Deposit Les5 Creditors A/C Payable 204.560 77,690 27,565 133,429 -397 -1,054 C&8h at Bank These financial statements are a twe reflection of the financial position of the ch8rity for the period ended 31 October 2021. The fll)ancial statemen15 wer¢ approved by the Board of Trustees on .... behalf by". and were Si￿ed on its aaJ.oE.l..aa..... Mrs Fiona Smith- Truste¢ Date Page S of) ||**Sullivan's Heroes**
**Charity Name**|**Sullivan's Heroes**
**Charity Name**|**Sullivan's Heroes**
**Charity Name**|**Sullivan's Heroes**
**Charity Name**|**Sullivan's Heroes**
**Charity Name**|**1163021**
**No (if any)**|**1163021**
**No (if any)**|**1163021**
**No (if any)**|**CC16a**| |---|---|---|---|---|---|---|---|---|---| ||**For the period**
**from**||**01/11/2020**
Period start date||**To**||**31/10/2021**
Period end date||| ||||||||||| |**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|**-**||**273,748**||**-**||**273,748**||**147,918**| ||**-**||**-**||**-**||**-**||**-**| |Sullivan's Heroes General Fund|**63,926**||**-**||**-**||**63,926**||**42,223**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_**_(Gross income for AR)_|**63,926**||**273,748**||**-**||**337,674**||**190,141**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |**_Sub total_**|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**190,141**| ||||||||||| |
Payments to supported Familes|**-**||**151,425**||**-**||**151,425**||**100,523**| ||**-**||**-**||**-**||**-**||**-**| |Sullivan's Heroes General Fund|**64,336**||**-**||**-**||**64,336**||**48,066**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| |**_Sub total_ **|**64,336**||**151,425**||**-**||**215,762**||**148,589**| ||||||||||| |**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_**|||||||||| ||||||||||**148,589**| ||||||||||| ||**- 410**||||||||**41,552**| ||**-**||||||||**-**| ||**611**||||||||**118,388**| ||**201**||||||||**159,940**| CCXX R1 accounts (SS) 17/08/2022 1 Section B Statement of assets and liabilities at the end of the period Unrestricted fundts Rtsstricled funds EDdowment fund8 to 81 Caih fundl 251,fj52 Tot8lc•sh lunds 201 281,652 un1pit￿¢t fund8 to nMr•Jl£ Endowmènt D•l•ll• toMir•bt£ Cwr•ffl ¥41 to whlch ¢yry•rt v•lu• B4 A8setB retalnod for th• Gharhy'8 own UB9 11Thit¢wNch I1•￿Ilty r•*B D•tsl B5 uabl11t￿$ SbJnod by ono ormo Wu$io6$on bohewolall ihe Injth Sgnature Print NBme Date of 8pprov81 F.Skn iTa4 CCXX R2 artounts ISSI 1710812022