Charlty Reglstratlon 1167780
(England & Wales)
Unincorporated Charity
HEALS OF MALMESBURY
DIRECTORS REPORT AND ACCOUNTS
FOR THE PERIOD 2nd APRIL 2024 to 1ST APRIL 2025

HEALS OF MALMESBURY
CQNTENTS OF THE FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 1st APRIL 2025
Trustees Annual Report
Independent Examiners Report
Statement of Financial Activities
Balance Sheet
Notes to the Financial Statements
10-12
Detailed Statement of Flnancial Activities
11-12

HEALS OF MALMESBURY
TRUSTEES ANNUAL REPORT
FOR THE PERIOD
ENDED 1st APRIL 2025
The trustees present their annual report with the financial statements for the charity for the
year ended 1st April 2025.The financial statements have been prepared in accordance with
the accounting policies set out in note 1 to the accounts and comply with the charity's trust
deed, the Charities Act 2011 and Accounting and Reporting by Charities . Ststement of
Recommended Practice applicable to charities preparing their accounts in accordance with
the Financial Reporting Standard for Smaller Entities published 1617114.
REFERENCE AND ADMINISTRATIVE DETAILS
Registered Charity Number 1167780
PRINCIPAL ADDRESS
Town Hall
Malmesbury
Wiltshire
SN16 9BZ
TRUSTEES
Gavin Grant- Chair of Trustees
Laila Valentine - Trustee and Treasurer
Richard Dodridge - Trustee
Liz Cook ~ Trustee
Karen Franklin - Trustee and Secretary
Paul Overton - Trustee
Janet Snedden - Trustee
Brian Leitch - Trustee
INDEPENDENT EXAMINER
Simon Nuttall FCA, Partner
Monahans
14a HiglT Street
Malmesbury
Wiltshire
SN16 gAU
STRUCTURE GOVERNANCE AND MANAGEMENT
Governing Document
The charty is controlled by its goveming document, a deed of trust, and constitutes an
unincorporated charity. The HEALS Constitution was adopted on 6 May 2016.
Principal Activlties of the Charity
HEALS provides signposting and advice to residents who need it. we.do this online and vka
our Advice Centre in Malmesbury Town Hall. The Centre is staffed by trained part time
workers. We provide advocacy support to service users who need help. We also retain the
pro-bono services of several professionally qualified local individuals and organi6ation8.

HEALS also organises public activity programmes to support vulnerable young people,
families and elderly people in school half terms, summer and Christmas holidays.
Summary of Activftles durlng the Year
HEALS caseworkers provided a wide range of advice and advocacy support for service
users during the year. This included the following during the calendar year 2024:
780 hours casework, including 542 hours of face-tcFface contsct with clients
238 hours administration, including dient research, liaising with partner organisations, and
providing benefit support
342 Foodbank Vouchers issued. helping 606 adults and 356 children to access emergency
food during Foodbank sessions run by Malmesbury & District Foodbank
26 families provided with emergency food outside of Foodbank opening times, supporting
people moving home or needing to access food when the Foodbank was closed
17 individuals and families supported through HEALS hardship grants
1.1 support provided for 87 people enabling them to make positive change, including applying
for benefits, housing repairs and rent arrears. managing finan￿S, applying for pension credit
to qualify for winter fuel allowance, getting back to work and home decorating
Eight PIP applications, four disabled badge applications and companion bus pass completed.
Rehoming six fridges and two sofas, providing 'get you in, packs of the basics: knives, forks
SP¢)ons cups plates bowls washing up bowl and more for nine families.
Our new Customer Relationship Management system (CRM) Charity Log has made a
significant difference, enabling casework to be monitored and actioned more effectively and
the move to Microsoft 365 has helped to streamline administration and record keeping.
We also organised and delivered our seventh programme of cultural, environmental and
sporting activities for vulnerable young people aged between 5 and 16 years throughout the
school summer holidays. In general, these activities were provided on a pro-bono basis by
local clubs, societies and organisations in the Malmesbury area. We funded 20 young
people to attend three residential summer camps run by Christian organisation Falcon
Holidays and The Salvation Amiy.
During the school Christmas holiday HEALS organised.and delivered a trip by coach to the
Christmas Pantomime at the Wyvern Theatre in Swindon for 100 disadvantaged young
people and parentslguardians. For the eighth year running, HEALS organised and
delivered a Christmas Community Lunch in Malmesbury Town Hall attended by 90 guests
comprising mainly elderly vulnerable and isolated individuals and some families.
The Community Fridge located. in Malmesbury Town Hall celebrated its second year of
operation in July 2024 and Community Wardrobe its second anniversary in January 2025
which operates from the Riverside Community Centre.
We are very grateful to the 50+ volunteers who have supported our work and activities
throughout the year. We also hugely appreciate the financial and practical support for these
programmes and activities provided by local businesses and individuals and partner
organisations including-
Malmesbury Area Board (Wltshire Council)
Malmesbury Town Council
Malmesbury Carnival Committee
Malmesbury Bonfi￿ Committee
Wiltshire Community Foundation
Malmesbury Area Community Trust
Malmesbury League of Friends
The National Benevolent Charity
The Big Give Trust
The Julia Rausing Trust
st James. Place Foundation
Warden and Freemen of Malmesbury

HEALS OF MALMESBURY
TRUSTEES ANNUAL REPORT
FOR THE PERIOD ENDED 1st APRIL 2025
Flnanclal Revlew and Management
The trustees regularly review the key strategic, business and operational risks to which the
char-ty is exposed. The charity aims to generate income from a broad base of interests and
varied portfolio of work. The charity's intention is to deliver programmes wrth key partners
to effectively engage communities, signpost and provide services which protect and
empower vulnerable people.
Rgsorves Policy
The trustees have established policy whereby unrestricted funds held on deposit which are
not committed can be used to cover up to six months expenditure on support and
management costs. The charity's fixed ovetheads have been reduced to almost nil and so
the amount of cash remaining in the charity is considered sufficient to cover the chartty's
current position. The Gharity places cash into the interest-bearing account that also houses
its reserves
Investment Policy
The trustees have considered the most appropriate policy for investing surplus funds and
they have determined that funds will be held in secure deposit-based accounts only. The
trustees advocate the use of ethical or socially responsible banks provided that the charity is
not financially disadvantsged.
KEY MANAGEMENT PERSONNEL REMUNERATION
All trustees giv& their time freely. No trustees were paid remuneration during tha year.
Details of trustee expenses are disclosed in note 5 of the accounts. The charity employed
and remunerated two part time co-General Managers contracted to work between 15 and
22.5 hours per week and a part time Office & Events Administrator contracted to work 22.5
hours per week during the year 202415.
TRUSTEES RESPONSIBIITIES IN RELATION TO THE FINANCIAL STATEMENTS
The charity's trustees are responsible for preparing the Trustees Report and financial
statements in accordance with applicable law and United Kingdom Accounting Standards
(United Kingdom Generally Accepted Accountlng Practice).
The law applicable to charities in England and Wales requires the charity trustees to prepare
financial statements for each year which give a true and fair view of the charity's affairs and
of. the incoming and application. of resources of the charity for the perrod. In preparing the
financial statements, the trustees are required to.,
Select suitable accounting policies and then apply them consistently.
Observe the methods and principles in the applicable Charities SORP.
Make judgements and estimates that are reasonable and prudent.
State whether applicable accounting standards have been followed, subject to any
material departures disclosed and explained in the financial statements.
Prepare the financial statements on the going concem basis unless it is inappropriate to
presume that the charity will continue in business.

HEALS OF MALMESBURY
TRUSTEES ANNUAL REPORT
FOR THE PERIOD ENDED 1st APRIL 2025
The trustees are responsible for keeping proper accounting records that disclose with
reasonable accuracy at any time the financial position of the charity and to enable them to
ensure the financial statements comply with the Charities Act 2011, the applicable Charities
(Accounts and Reports) Regulations, and the provisions of the trust deed. They are also
responsible for safeguarding the assets of the charity and taking reasonable steps for the
prevention and detection of fraud and other irregularities.
The trustees are responsible for the maintenance and integrty of the charity and financial
infomiation included on the charity's website. Legislation in the United Kingdom governing
the preparation and dissemination of financial statements may differ from legislation in other
jurisdictions.
APPROVED BY THE TRUSTEES AND SIGNED BY
Gavin Grant, Chair of Trustees
oz

HEALS OF MALMESBURY
INDEPENDENT EXAMINER'S REPORT
FOR THE PERIOD ENDED 1st APRIL 2025
I report on the accounts of the company for the period ended 1st April 2025, which are set
outonpages8to11.
Respective responsibllltles of trustees and examiner
The trustees (who are also the directors of the company for the purposes of company law)
are responsible for the preparation of the accounts. The trustees consider that an audit is not
required for this year under section 43(2) of the Charities Act 1993 (the 1993 Act) and that
an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is
eligible for independent examination, it is my responsibility to:
examine the accounts under section 43 of the 1993 Act;
follow the procedures laid down in the general Directions given by the Charity
Commission under section 43(7)(b) of the 1993 Act; and
state whether particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general Directions given by the
Charity Commission. An examination includes a review of the accounting records kept by the
charity and a comparison of the accounts presented with those records. It also includes
consideration of any unusual items or disclosures in the accounts and seeking explanations
from you as trustees concerning any such matters. The procedures undertak6n do not
provide all the evidence that would be required in an audit and consequently no opinion is
given as to whether the accounts present a 'true and fair view, and the report is limited to
those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
which gives me reasonable cause to believe that in any material respect the
requirements: to keep accounting records in accordance with section 386 of the
Companies Act 2006. and to prepare accounts which accord with the accounting
records, comply with the accounting requirements of section 396 of the Companies Act
2006 and with the methods and principles of the Statement of Recommended Practice:
Accounting and Reporting by Charities have not been met. or
which in my opinion. attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
Simon Nuttall FCA, Partner
Monahans
14a High Street
Malmesbury
Wiltshire
SN16 9AU
Date: 29101126

HEALS OF MALMESBURY
STATEMENT OF FINANCIAL ACTIVITIES
FOR THE PERIOD 2nd April 2024 TO 1st APRIL 2025
2024125 2023124
Opening Funds
Income
Donations I
Fundraising
Grant Income
Interest Received
Total Income
73 101 73 071
42,836 38,462
31,600 29,480
1,330
709
75 766 68 651
Expenses
Project Expenses
Administration
Total Expenses
73.205 59,914
5,806
8,707
79 011 68 621
Net Lossllncome
30
Total Funds Carried
Forward
69 856 73 101

HEALS OF MALMESBURY
BALANCE SHEET
AS AT 1ST APRIL 2025
2024125
2023124
Fixed Asset8
Computer Equipment
Less Accumulated Depreciation
Total Flxed Assets
593
(148)
445
Current Assets
Bank
Totsl Current Assets
Totsl Assets
69,411
73,101
Current Liabllltles
Net Current Assets
69,856
73,101
Total Charity Funds as at 1$t
Aprll 2025
The financial ststements were approved by the Board of Trustees on 10 December
2025
Gavin
Chair o
nt
rustees
Dale:
£c>76

HEALS OF MALMESBURY
NOTES TO THE ACCOUNTS FOR THE PERIOD 2ND APRIL 2024 TO 1ST
APRIL 2025
1) AcGountlng Policies
Basis of Preparation
The financial statements are prepared under the historical cost convention and in
accordan￿ with the Statement of Recommended Practice, "Accounting and Reporting by
Charities" published in March 2005, applicable accounting standards, the Financial
Reporting Standard for Smaller Entities (effective April 2008) and the Companies 2006.
Depreciation of Fixed Assets
The fixed assets are computer equipment which are shown at cost and reduced by 250h per
annum on a reducing balance basis.
Incoming Resources
Income from donations and grants, including capital grants is included in incoming resources
when receivable except as follows..
Vvhen donors specify that donations and grants given to the charity must be used in
future accounting periods, the income is deferred until those periods.
Vvhen donors impose conditions which have to be fulfilled before the charity becomes
entitled to use such income. the income is deferred and not included in incoming
resources until the pre-conditions for use have been met.
When donors specify that donations and grants, including capital grants, are for
particular restricted purposes, which do not amount to pre-conditions regarding
entitlement, this income is included in incoming resources of restricted funds when
receivable.
Gifts and services in kind are included at their estimated open market valuation.
Resources expended
The financial statements are prepared under the historical cost convention and in
accordance with the Statement of Recommended Practice, "Accounting and Reporting by
Charities" published in March 2005, applicable accounting standards, the Financial
Reporting Standard for Smaller Entities (effective April 2008) and the Companies 2006.
Income from donations and grants, including capital grants is included in incoming resources
when re￿1vable except as follows:
Expenditure is included when incurred.
Costs which are identified as relating to restricted activities are allocated directly to those
activities.
Costs which relate to the general running of the charity are allocated against unrestricted
funds. Where costs have been allocated, this has been done on a basis of staff time
spent on each activity.
Govemance costs are those relating to the charty's compliance with constitutional and
statutory requirements.
Irrecoverable VAT is allocated to the expenditure heading to which it relates.
io

HEALS OF MALMESBURY
NOTES TO THE ACCOUNTS FOR THE PERIOD 2ND APRIL 2024 TO 18T
APRIL 2025
2) Voluntary Income
2024125 2023124
GiftslDonationslGrantsl
Interest
Total
75,766
68,651
3) Project Costs
2024125 2023124
Project Costs
Rent & rates
Travel
Staff
Service User Support
Other Project Expenses
Fundraising
Totsl
1,474
1,080
32,729 27,303
4,348
5,020
32,197 25,035
2,457
1,476
4} Adminlstratlon Costs
2024126 2023124
Administration Costs
Office
General Admin costs
CRM System
Total
3,098
1,916
792
2,882
1,121
4,704
Note 5 - Trustees Expenses
None
Note 6- Employees
Sara Garrison Wllllams (Co General Manager) 15 hours per week contracted plus overtime,
left 0811112024
Lisa Hepworth (Co General Manager) 16 hours per week contracted plus overtime - full year
Joanne MacLeod (Case Worker) 22.5 hours per week contracted pSus overtime - joined
0610112025, left 2810212025
Julie Gardlner (Office & Events Administrator) 22.5 hours per week contracted plus overtime
joined 2010112025
li

Noté7 -Tangible A886ts
Office Equlpment
Totsl
Cost
At2Apri12024
Additions
Disposals
At l April.2025
Depre¢latSon
At 2 April 2024
Charge for the year
Eliminated on disposal
At l April 2025
Carryins Amount
At l April 2025
At 2 April 2024
593
593
593
593
148
148
148
148
445
445
12