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2025-02-28-accounts

Annual report 2024/2025

Prepared by Sarah Hext-CEO

Introduction and Overview

We are thrilled to share our annual report for 2024/2025.

In the face of a challenging economic landscape and continuous changes in the country, our organization has remained committed to assisting bereaved families in Bristol and beyond.

We take pride in showcasing the impact and progress we have made throughout this report.

In the year ending March 31, 2025, there were 3,492 deaths among children aged 0 to 17 in England, equating to an estimated rate of 28.7 deaths per 100,000 children.

While some areas provide bereavement services and hospice care for ongoing support, others offer limited assistance. Unfortunately, sibling support is frequently overlooked due to financial constraints. At the Harvey Hext Trust, we offer personalized memory boxes to children who have lost a parent or sibling, allowing them to craft a personal narrative through photographs and images. These memory boxes honor the lives of the deceased child or parent, giving children a place to preserve their belongings and maintain a connection to their memories. Our memory bears enable children to carry a cherished item that belonged to their loved one, providing comfort and a sense of closeness.

Distribution of Our Memory Boxes and Memory bears

Our Memory Boxes are exclusively distributed through charities and bereavement services. This approach has proven effective in ensuring that families meet our criteria. We have partnered with several reputable charities, both locally and nationally, to provide Memory Boxes and bears to families in need.

We continue to foster and maintain strong relationships with various organizations, both local and national. We frequently receive inquiries from new agencies interested in offering our services to their clients.

We are dedicated to sustaining these relationships and look forward to establishing new partnerships in the year ahead.

In September 2023, we were incredibly proud to unveil our latest initiative: Harveys Holdalls. These holdalls offer a compassionate way for parents to transport their child's belongings home after their passing. Traditionally, hospitals provide only plastic bags to grieving parents, and our goal was to enhance this experience. The response to Harveys Holdalls has far surpassed our expectations; since launching in September 2023, we have distributed over 400 bereavement holdalls.

We foresee a steady demand for Harveys Holdalls as more hospital and hospice staff become aware of our service. Our holdalls are now filled with bereavement support items, including fingerprint kits, wooden hearts for caskets, as well as practical items like notebooks, pens, and tissues.

Increasing Awareness of Our Small Charity and Its Unique Services

Our small charity has been gaining traction through social media and word of mouth as we continue to promote our bespoke Memory box and Holdall services. To our knowledge, no other charity provides the type of service’s we share.

Expanding Our Services Across the Country. We plan to expand our services to bereavement organisations across the nation and expect a busy2025/2026

Financial Assistance for Bereaved Families Like many charities, we've adapted our services, providing emergency grants totaling £1,800 to bereaved families.

Local Support Thanks to the support of local businesses we have provided families with passes to four well-known fabulous family venues in Bristol. This allows families to spend some quality time together in the fresh air. The Wild Place -£302.40 Noah's Ark-£460.68 We the curious -PAYG Puxton Park -£700

We hope to offer Walk and talk coffee mornings for bereaved parents in the future, working with other bereavement services, this will enable us to build ourlocal familiy connections once more, enabling families to support each other

Fundraising Initiatives We are thrilled to announce that The National Lottery has generously made another significant contribution to support our mission.

Commitment to Continuous Learning and Development We are committed to expanding our knowledge and understanding. This year, we took part in training sessions to gain new skills and insights into challenging situations. Furthermore, we collaborated with bereavement services through focus groups to improve the effectiveness of these support services.

Contributing to Group Efforts in Support of Bereaved Families

The Harvey Hext Trust has joined forces with other Bristolbased charities and professional organizations to develop a database for bereaved families and professionals in the area. The goal is to connect these individuals with the right support as needed. We are proud to be part of this collaboration and convene with fellow members on a quarterly basis .

ObjectivesOver the past eight and a half years ,

The Harvey Hext Trust has provided memory boxes to bereaved children nationwide. We aim to achieve the following outcomes for the families we work with:

Supporting the whole family to improve children's emotional development

Reducing social isolation and improving social andsupport networks

Raising awareness about child bereavement and available support

Enhancing care and services for families who have lost a child. Demonstrating the impact and value of The Harvey Hext Trust's services.

Over time, we have seen a noticeable increase in the number of services that refer families to our charity. This is in line with the rise in demand for our services and the fact that we are now offering Memory boxes to children who have lost a parent, as evidenced by the growing number of families we work with. Our aim is to provide Memory Boxes to children while also offering ongoing support to bereaved families, included offering bereaved parents Harvey’s holdalls.

We recognise to achieve our goals and services, we need to expand our team by hiring a full-time employee to manage dayto-day operations, plan events, fundraise, and manage Memory Box orders and other services offered by the charity.

To date the charity has provided 828 bespoke high quality Memory boxes to bereaved children.

Annual accounts Our annual account for the supporting period are attached Sarah Hext Chair of Trustees 27/12/2025

The Harvey Hext Trust The Harvey Hext Trust The Harvey Hext Trust The Harvey Hext Trust
Receipts andpayments accounts CC16a
For the period
from
~~a~~
For the period Period start date
401/03/2023
~~ee ~~
To
~~ee~~
Period end date
28/02/2025
Section A Receipts and payments Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Restricted Endowment
funds
Total funds Last year
to the nearest
£
to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 55 165 55 165 - - - 55 165 62 280
Grant 20 000 20 000 - - - 20 000 20 000
Interewst received 154 154 - - - 154 48
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
- - - - - - -
Sub total(Gross income for
AR)
(Gross income for
AR)
75 319 75 319 - - - 75 319 82 329
A2 Asset and investment sales,
(see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 75 319
-
-
75 319
82 329
~~——————~~
A3 Payments
MemoryBoxes and Support Costs 24 847 24 847 - - - 24 847 20 053
Merchandise 8 100 8 100 - - - 8 100 8 182
Rent 3 060 3 060 - - - 3 060 3 060
Computer Expenses 2 549 2 549 - - - 2 549 682
Event Costs 19 343 19 343 - - - 19 343 14 337
Wages 6 240 6 240 - - - 6 240 6 240
Professional Fees 254 254 - - - 254 471
Postage, printing& stationery 538 538 - - - 538 815
Telephone 721 721 - - - 721 678
General Expenses 643 643 - - - 643 888
Just GivingCharges - - - - 562
Travel 1 183 1 183 - - - 1 183 1 874
Grants - - - - 3 211
**Sub total ** 67 478 67 478 - - - 67 478 61 052
A4 Asset and investment
purchases, (see table)
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments
67 478
-
-
67 478
61 052
~~—————~~
Net of receipts/(payments)
7 841
-
- 7 841
21 277
A5 Transfers between funds
-
- -
-
-
A6 Cash funds last year end
48 189
- -
48 189
26 912
Cash funds this year end
56 030
-
- 56 030
48 189
~~===>>~~

CCXX R1 accounts (SS)

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Bank accounts
Details
Details
Details
Signature
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
56 030
-
-
-
-
-
56 030
-
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
S Hext
Endowment
funds
to nearest £
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
S Hext

CCXX R2 accounts (SS)

2

CHARITY COMMISSION FOR ENGLANO AND WALIS Independent examiner's report on the accounts Sectlon A Independent Examlner'8 Report Report to the trustees The Harvey Hext Trust On accounts for the year ended 2810212025 Charlty no (If any) 1168844 Set out on pages 1to2 I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended 2810212025 As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). Responsibilitles and basis of report I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act. or the accounts did not accord with the accounting records; I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Slgned: Date: 2411212024 Name: M Strong Relevant professlonal qualification(s) or body (if any): AAT Address: 86 Shirehampton Road Stoke Bishop Bristol

Sectlon B Dlsclosure Only complete if the examiner needs to highlight material matters of con￿rn (see CC32, Independent examination of charity accounts: directions and guidance for examlner8). Give here brlef detall8 of any items that the examiner wlshes to disclose.