Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| From | 01 | 11 | 2021 | To | 31 | 10 | 2022 |
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 Lunn | ||||
| 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.
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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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| Summary of the main activities undertaken for the public benefit in relation to 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) |
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. Sullivan’s Heroes accepts applications from families with disabled children requiring support. The families who apply need to adapt their homes to meet the medical and care requirements of their disabled child and require to raise funds to meet the costs where they are above the statutory Disabled Facilities Grants, and any additional discretionary funding, available from the local authority, and the costs cannot be met elsewhere. The charity has carried out fundraising throughout the year to raise funds for 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)
| Youmay chooseto include further statements, where relevant, about: •policy on grantmaking; •policy programme related investment; •contribution made by volunteers. |
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. Applying for a DFG is a detailed process and upon approval by the relevant local authority is sufficient qualification for applying for financial assistance and support from Sullivan’s Heroes. Qualification for support from Sullivan’s Heroes is also obtained through communications with NHS Occupational Therapy and medical teams, community nursing teams and with a requirement of a written report or letter of support from such organisations for application to the charity. 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.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
The trustees report the number of applicants has remained the same as in the previous year, with 21 applicants in this financial year. Building costs have remained increased through Covid, Brexit and supply issues. Most projects have been very slow with getting costed out from contractors and suppliers. This may be attributed to Brexit and supply issues, and also due to councils spending longer getting alternative quotes due to cost fluctuations. Events and fundraising for families has been slower than previous years. The general cost-of-living crisis possibly made people more concerned about asking people for money through fundraising, so less families seemed willing to fundraise through JustGiving. In reality, the general public were still happy to donate to those families who were fundraising, but families seem more reluctant to ask for donations with the general overall financial climate during this period. Families have required much support due to building cost increases over the course of their project; having to continue fundraising after initial targets were met and find new avenues for sourcing funding, with increased targets to meet revised quotes. The majority of external charities and organisations have reopened for sourcing external funding since previous Covid pandemic affected times, but many are oversubscribed for support so many rejections received or very specific criteria are being adhered to. Some organisations were focussing on energy poverty and refugee issues rather than disability. Some support was still available for ad-hoc applications through these avenues. The charity received 21 applications from families with disabled children during the period of 1st November 2021 to 31st October 2022. 15 of the applicants were pledged grants by the charity towards their home adaptations works at the time of application, with 6 applicants being added to a waitlist for a Grant to be pledged nearer the start of the building project. All 21 applicants were supported by the charity to access funding through other avenues via Sullivan’s Heroes. Unrestricted funds available allowed grant amounts awarded to be increased from April 2022, and then waitlisted from September 2022. A total of 15 grants were paid to applicant’s families during this period for projects underway and/or nearing completion. Only 1 of these grants was to an applicant who applied within the same year timeframe of 1st November 2021 to 31st October 2022, due to the longevity of the projects getting underway. Comparatively in previous years, approximately a quarter to a half of the grants have been paid to applicants applying within the same financial year period. 11 of these grants were paid to applicants who applied during the previous financial year of 1st November 2020 to 31st October 2021; 3 of the grants were to applicants who applied to the charity in the year time period ending 31st October 2020. These projects to which the grants have been paid out are now completed. 12 of the 21 applicant’s families are fundraising through the Sullivan’s Heroes website to raise additional funds towards their home adaptations.
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Section D Achievements and erformance p
The percentage of families’ fundraising through Sullivan’s Heroes represents a slight decrease on the previous year – with 57% of the families signed up with the charity fundraising with the charity’s support, compared to 66% of the families in the previous year. This could be attributed to the cost-of-living fears of families not wishing to actively fundraise through the unstable financial climate. The charity has provided all the families with fundraising support and information to enable them to reach their targets, and actively seek additional funding where required to meet increased targets to successfully fund and complete their projects. The charity has also provided information to 71 additional families in this financial year, and their relevant Social Workers, Occupational Therapists and other support workers, relating to home adaptations and accessing council grant funding where appropriate. 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 to meet their care and health requirements. 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.
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Section E Financial review
Sullivan’s Heroes operates a Reserves Policy to maintain a Financial Reserves Brief statement of the Fund to provide financial stability for operational costs and future grant charity’s policy on reserves allocations for the proceeding 12 months.
For the financial year ending 31/10/22 there is a Financial Reserves Fund in place of £48,000.
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 principal 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.
In previous years funds have been raised from events which the charity attends, and external sources participate in on the charity’s behalf. Individual families may have undertaken multiple events towards their target over the course of their fundraising. Whilst in previous years the Coronavirus pandemic situation greatly shaped the look of this event fundraising for a significant period of time, families have since raised funds through challenges and events and many have reintroduced multiple events into their fundraising with great success. The costof-living issues experienced during this year’s timeframe has reduced the number of individual families fundraising publicly, though families have still been successful in obtaining donations from the general public where they have proceeded with fundraising activities.
Direct donations from corporates and other charitable organisations decreased by 32% year on year, compared to a 163% increase year on year in the previous financial year due to some large donations from organisations direct to individual families.
JustGiving donations remain similar year on year, with a 1% decrease compared to the previous year.
The overall income of the charity has decreased by 19% to £273,685 in this financial year, compared with £337,674 in the previous year. Total expenditure increased by 85%, from the previous year, including Grants and funds paid to applicants, with £399,630 expenditure compared with £215,762 in the previous financial year. This increase in expenditure is a result of many projects having been fundraised for throughout the previous year ending October 2021, but due to covid pandemic and supply issue hold-ups the projects took a significantly longer time to complete, therefore these funds were not paid out towards the projects until this financial year ending October 2022.
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.
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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 applicants has remained static year on year, and the families supported during thls period have required and received the additional suppon from the charlty to meet their requirements due to cost increases to be met. Whilst the overall funds raised this financial year has reduted the grants and funds awarded to these beneficiaries ha5 Increased compared to the previous year. The charity has continued being able to 5UPPOrt every eligible applicant to the charity. As awareness of the charity continues to grow the Trustees look fOnard to supporting an Increased number of beneficiaries in the future. As with prevlous years, reportin& it continues to be encouraging to see ihe number of medical, council and houslng agency professionals who know of the charity and are directSng their clients to apply to the charlty,. tO8ether with other charitable organisations referrin8 families to apply to the charity. The benefits which the adaptatlons projects bring to the children who the charity is supporting are reported and documented on the charity's webslte once the projects are completed. These website articles all contaln wording, quotes, photos and videos supplied by the families supported, with full permission for usa8e, taken from Feedback Forms provlded to each family on completion of their projert. The artlcles give great insight and understandin8 into the impact each project has brought to the child, and the differences and benefits the proSect has brought about. These artlcles and case studles can be found at.. Wlw wè'vt helped: htt www.sulllv who-w Case StudSes'. h Illvansheroes.0 t-YS resources
case.studles
Section G Declaration Th& trusto09 doclaro that Ihey have approv8d tho trustee8' report above. Slgned on bohalf of the charbly's trust805 Slgnature{s) Full namè{s) Posltlon leg Secretary, Chalr, etc) Fiona Smllh Helen Broderfck Secretary Chair Date 29 IoEIJ£ TAR Marth 2012
CHARITY COMMISSION FOR ENGLAND AND WALES
Independent examiner's report on the accounts
Section A
lndepondent Examiner's Report
SULLIVAN'S HEROES Report to the trustees/ members of I . _ _ --------------------- ] On accounts for the year Charity no ended '131/10/2022 - - -------------'I - - (if any) - '- -___J_-------� 11163021 / _ Set out on pages Report or the Trustees and Financial Statements: Pages 1-4 Receipts and Payments Accounts (Form CC16a): 7 Pages 1-2 I report to the trustees on my charity ("the Trust") for the year ended 31/10/2022. examination of the accounts of the above
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Responsibilities and basis As the charity trustees of the Trust, you are responsible for the preparation of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). my
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I report in respect of examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination. I have followed the applicable Directions given by the Clnarity Commission under section 145(5)(b) of the Act.
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Independent I have completed my examination. examiner's statement come to my attention in connection with the examination which gives me I confirm that no material matters have cause to believe that in, any material respect: • accounting records were not kept in accordance with section 130 ofthe Act or
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I have no concerns and have come across no other matters in connection • the accounts do not accord with the accounting records with the examination to which attention should be drawn in order to enable a • proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply
• Please delete the words in the brackets if they do not apply
2 Signed: ..I <:---4-t 1 __ ?:::,�--------' Date: I 24 /O'Z$/2o23_ j Name: Pippa Forde I I qualification(s) or body IAB (if any): ' I - ----------------------------J Address: 8 Dean House Gate Allerton Bradford 8D15 8HF AAT Level 3 Relevant professional I
October 2018
1
IER
REGISTERED CHARITY NUMBER: 1163021
REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 31 OCTOBER 2022
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 2022
TRUSTEES: Mr Richard Smith Mrs Fiona Smith Mrs Lia Lunn Mrs Helen Broderick Ms Amanda Cooper REGISTERED OFFICE: 74 Selsfield Road Turners Hill Crawley RH10 4PW CHARITY REGISTRATION NUMBER: 1163021
Page 2 of 4
SULLIVAN'S HEROES STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD ENDED 31 OCTOBER 2022
| 2022 | 2021 | ||
|---|---|---|---|
| INCOMING RESOURCES | |||
| Bank Interest Earned | 95 | 12 | |
| Easy Fundraising | 285 | 249 | |
| Ebay | 0 | 0 | |
| Fund Raising Events | 0 | 0 | |
| Gift Aid received | 20,068 | 20,714 | |
| Gifts and Donations Income | 217,258 | 274,849 | |
| Grants | 34,667 | 39,121 | |
| Sales | 1,312 | 2,729 | |
| 273,685 | 337,674 | ||
| COSTS OF INCOMING RESOURCES | |||
| Events | 0 | 20 | |
| Just Giving Fees | 3,064 | 3,073 | |
| Virgin Money Giving Fees | 5 | 24 | |
| Grants Pledged by SH | 34,667 | 39,121 | |
| 37,735 | 42,238 | ||
| OPERATING COSTS | |||
| Accounting fees | 278 | 278 | |
| Bank Charges | 34 | ||
| Fundraising Equipment | 0 | 0 | |
| IT Costs | 4,996 | 2,690 | |
| Office Expense | 23 | 77 | |
| Phone costs | 257 | 254 | |
| Platform fees from Just Giving | 562 | 562 | |
| Postage and Delivery | 204 | 302 | |
| Salaries and Wages | 17,185 | 18,401 | |
| Pension | 328 | 328 | |
| 23,867 | 22,892 | ||
| GRANTS AND PAYMENTS TO FAMILIES | |||
| Funds paid to families | 319,526 | 135,883 | |
| Grants paid to families | 18,500 | 14,750 | |
| 338,026 | 150,633 | ||
| NET INCOMING RECOURCES | -125,944 | 121,912 | |
| RESERVES BROUGHT FORWARD | 281,852 | 159,940 | |
| RESERVES CARRIED FORWARD | 155,908 | 281,852 | |
| REPRESENTED BY | |||
| Main bank account | 58,211 | 204,560 | |
| Business Reserve account | 98,056 | 77,690 | |
| Uncleared Bank Deposit | |||
| Less Creditors A/C Payable | -359 | -397 | |
| Cash at Bank | 155,908 | 281,853 |
Page 3 of 4
Ullr¢strieted Funds Genernl Fund5 Financiai Reserve frjjkls 8,046 48.000 Restrl¢ted Funds Allocat¢d monies for Families 99262 Total Fundg 155,908 These financial stalements ar¢ p true Tef]ection of the financiil position of th¢ dwity for the period ended 31 Cktober 2022. The r]nancial statements were approved by the B¢)aTd of TneeS on ....... behalf by.. d were si8n¢d on its Mr8 Fiona Smith- Tn Pase4of4
| Charity Name | No (if any) | ||||
|---|---|---|---|---|---|
| Sullivan's Heroes | 1163021 | ||||
| Receipts andpayments accounts | CC16a | ||||
| For the period from |
Period start date 01/11/2021 |
To | Period end date 31/10/2022 |
| 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 |
- | 240,950 | - | 240,950 | 273,748 | ||||
| - | - | - | - | - | |||||
| Sullivan's Heroes General Fund | 32,735 | - | - | 32,735 | 63,926 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) | 32,735 | 240,950 | - | 273,685 | 337,674 | ||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - | |||||||||
| - | - | ||||||||
| Sub total | - | - | |||||||
| Total receipts A3 Payments |
|||||||||
| 337,674 | |||||||||
Payments to supported Familes |
- | 338,696 | - | 338,696 | 151,425 | ||||
| - | - | - | - | - | |||||
| Sullivan's Heroes General Fund | 60,934 | - | - | 60,934 | 64,336 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| **Sub total ** | 60,934 | 338,696 | - | 399,630 | 215,762 | ||||
| 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 |
|||||||||
| 215,762 | |||||||||
| - 28,199 | 121,913 | ||||||||
| 84,644 | - | ||||||||
| 201 | 159,940 | ||||||||
| 56,646 | 281,853 |
CCXX R1 accounts (SS)
24/08/2023
1
Section B Statement of assets and liabilities at the end of the period Unrestrtct•d Restrfdgd funds fund to nDirut£ Endowm•nt fund$ lo n••r•t É Catogorlo5 Details ¢0 nreNt £ B1 ¢aBh funds I7,0 183,W6 Total Cash fvndg 27.998 183,906 Unrestri¢t•d funds to nMrMI£ R••ttl¢t•d lunds Endowment lunds D•tall• -" •#4 lo nDar••t£ Fthd towNchU•t CLYr•ffl VAI B3 Inv•8tm•nt as••t• tDwhSch 4•Mt t•l¢X Curr•nt volu• Ce¥t B4 A$8•t# rotaln•dfor th• Char,$ own u8• Fwd lo WNC Vtr•n thjo 85 Llabllll•• SvJned by one or two tN8te&g on b8haN of all tristee5 SvJnature Print Nume Dai6 of &pprov81 CCXX R2 acLvunts ISSI 2910812023