CHARITY COMMISSION FOR ENGLAND AND WAIES Trustees. Annual Report for tho period Frorn 1¥t April 2022 to 31st March 2023 Charlty name: Purple H•art Wi8h Charity registration number: 1171534 Objectlves and Activitles S(P ref•renc• Pam 1.17 Summary of the purp08e8 of the ch8rlty as sel out In rts governing docum8nt Th• obJoctlve8 of the charlty are to rolievo adult patl8nts $ufferlng from tsmilnal illno85, by onabllng th• reallsatlon of dr•am8 and wl•hes in order to crnate speclal memorhg for th• patl•nts and thèlr fami11g•. Summary ofthe maln actlvitl88 In ralation to th088 purpose8 for Ihe publlc benefit, In particular, the activrtle8, projects or lorvlces identified in the accounts. Por• 1.17 and 1.19 For th yMr •ndlng 31 Mah 2023 th• charlty oxporlonced a contlnuéd upturn In revgnu•, In p•rtlcular, contlnued funds from the ¢onc•oslon stand• at th• Etlhad •tadlum, •nd also supportlng evont• run by lh• Warehou•• prolKt In IAan¢he•tsr. Thls ¢nabd It to contlnu• to gmnt wi•ho6 to patients with teThnlnal Illnesseg, over 100 wl8hes b•lng Mntsd durln tho 12 months. Statem8nt conflm)Ing whether Ihe trustees have had regard to the guldan issued by the Charity Commisslon on PU1¢ ben8fil Pr• 1.18 Addltlonal Inlonnatlon (optlonal) You ma choose to Include further statements where relevant al)out'. SORP rnf8renc nla Paia 1.38 Policy on grant maklng P4r• 1.38 Policy on social inveslmenl including prograrn related inveslmenl The charity relies solely on volunteers togu ort fvndralsln acdviligs and
Contribution made by volunteers Par• 1.38 also 8ourGlng and grantlng wishes for patlents. Other Achievements and Performance S(JIP rnferene For th• year gndlng 31•t March 2023, th• Charity contlnued to grow at a steady pace a9alnst its objoctlves, wlth turnov•r In¢roaslng from c£16,000 In y1• 2022. to c£45,000 In y1• 2023. Th18 incr•aJ•d Income has enabled the charity to granl many mor• wl8ho$ for adult patlents wlth temilnal Illness - wlth ovèr 100 wlshes grant•d In th• year (from 20 th• prnviou• y•ar>. Summary of the main achlevèm8nts of the charity, identifying the differencE th charlty'$ work has made to the circumstances of Its beneficiaries and any wider benefits to society as whole. P•r• 1.20 Addftlonal Inforniallon {optlonal You ma choose to include further statements where relevant about: The obJectlve8 of tho charlty ar• to r•lleve adult Paents 8uff•ring from lemilnal Illnoss, by such means as th• tru3te63 see flL to enable the reall8ation of dreams and wlsho8 In ord•r to creato gPo¢lal memorlos for th? patlénts and th•lr famillè8. Achievement8 agalnsl obj&ctfves $8t Pw• 1.41 By grantlng In •x¢es8 of 100 wijhes durfng the year, the trusees f••1 that the ectlv63 are beln meL Fundraising ha$ ¢ontlnued to Increase at a similar pace to the Increaso In wIBhes granted. In particular, continued Income from tho ¢oncesslon al the Etihad ¥tadium, and the association with the Warehouse Project In Manchester, have gupported tho increosgd fund nla Performance of fundraising activities against objectives set Par4 1,41 Investmgnt performance against objeGlives Paro 1.41
Olher
Financial Review Review of the charity's financial position at Ihe end of the period Para 1.21 The charlty is in a secure financlal poshlon at the yr ènd. wlth £23,000 rAgh funds avollablo in bank accoun( and a secur6 ravenue Stream tosu ort It's on oln ectlv•8. The trusl0è8 contlnue to monitor th• sh held, and maintsin the tsrgot of at least £10,000 reserv to be in pla¢8 at any glvan polnt to on$uro it can remaln offectivè in Its o ons. £23 000 nla Statement explaining the policy for holding reserves stating why they are held Paf• 1.22 Amount of reserves held Reasons for holding zero reseryes Details of fvnd materially in deficit Explanation of any unGertainti8s about the charity ¢ontlnuing a¥ a going concern Para 1.22 Ptyrn 1.22 P4rn124 P1r• 1.23 None Addltlonol Informatlon (optlonal) Ytyj ma ch008e to Include further 8tstements where relevant aboul: Fundraising through: Indivldual donatlons and events Corporats Support Irom thè Etlhad stadium {M8n¢hg$1or) and th• warehou8• ProJ•ct. The charRy's prlneSpal 80urces of fund8 (Sncluding any fundra181ng) Pwi 1.47 nla Inv8Stment pollcy and oblectlV66 including any soc1915nve8tment policy adopted Parn 1.48 A description of tho principal rlsk8 faang the charfty Rl8k• of maln fundral•lnglr•venu• 8tre8m• no longer b•lng avallable P*r• 1.48 Other
structure. Governance and Management Descripb'on of charity's trusts: Type of governing document PBr8 1.25 Constltution d>fir' ro" How is the charity constituted? In,11 IOrporated 1.25 Charjtsble Incorporated Oryanisotion Tru8ts8 selection methods indudlng detsils of any constitutional provisions e.g. 818ction to post or name of any Ferson or body entitled to appoint one or more tru8tees Parz 1.25 Aside from the orfglnal trustM3. any newladditlonal trust••s will be appointed by a convened rneollng of tha •xi8tlng tst8•S Addltional Infornlallon loptlonal) You ma choose to Include further statement8 whorn relevant about.. Polldos and procedur adopted for the lThducllon and tralnlrTrg of trustees P•r• 1.51 The ¢harlty'8 organlsational 8tructure and any wider netr40rk wlth which thè charity work8 P•m 1.sl Relatlonship wlth any relatéd parties P•rn 1.51 Other Reference and Adm inistrative details Charlty name Pur le Heart Wlshe8 Other name the charil uses Re istered charit number Ch8rty'S prfndpal address 1171534 7 Berkeley C108e South Cemey Ciren*ster G17 SUN
Names of tho charity tru$ts•s who manage tho charlty TrWIt nam• oinee lif #ny) Oat•s actod 11 not forwhole aar Trustee Name of per8on lor body) entltled olnt tru6ts• sf an Toni Bemadette Kemp Gary Bryan Hammond Sean Anthony Titley Jill Barbara Kirt(ham Luke Cameron Susan Roughlon Margaret Powell Irram Kaleem Trustee Trustao Tru8tee Trustee Chairperso Tmstèg TrLBtee 10 11 12 13 14 15 16 17 18 19 20 Co or8te trustees - names of the dir8Ctors at tho dat8 the re Dlrector n•m• ortwasa roved Name of trustees holdlng title to property belonging to tho Charity nla
Funds held as Gustodian trustees on behalf of others Description of the assets None held in this capacily Name and objects of the charity on whose behalfthe assets a held and ho4V thls falls within the custodian charty's objects Detalls of arrangements for safe custody and segregation of such ass•ts from the charty'8 own assots Addltional Inforniatlon loptlonal} Nam•s and addresses of advlsors (Optlon•l Inforniallon> Typo of Name Addre88 advIr Name of chlef exo¢ullv• or nam08 of 80nlor •t4ff m•rnb•r8 {Optlonal Inlomiatlonl Exemption8 from dl3c108ure Re880n for non-disclosure of kg r8onn•l details other o tional Informatlon
Declarations The trustses declarn that th•y hav? approved the trustees, report above. Slgn¢d on bohalf of the charfty. tru8te•s 81gnaturg1• Full namo18> Posltlon (eg Secretaryi Chalr, etsl 6- Date
CHARITY COMMISSION FOR ENGLAND AND WALES Chadty N8m Purple HgortWl8h•8 No Ilf anyl 1171534 Receipts and pa ments accounts CC16a Forthe p•rlod from Perd start dato Pwiod eThJ datè 31103123 To 01104r2022 Section A Receipts and payments Unrg8trl¢tpd fvnd¥ R¢¥trlGtsd fvnd¥ Endowm8nt fund• Toi•l lund• to tho n•w••tt t• Y•ii••r••iÉ toih• n•thit£ Al R•ul 19 1rt Fundr•wn o¥•nL8 161 Sub totsl(Gmss Incom& for AR) 47,lJ7 47,117. A2A••et and ImiMtm•nt 1••. Sub total InJurtnc• iuo 19.4 $t¥ BS Sub total 14705. A4 Asa•t and Inv•stm•nl urcha• é• tabl• Sub tolal Tot•lpaymènts 56.461 14YOS Not of receIp(paYm•ntsJ AS TransfewB bBtsveen lund8 A6 Cash fund$ la¥t yoar end Cash fund$ Ihi$ end 9.324 CCXX R1 acc¢unt8 ISSI 26n1r2024
Section B Statement of assets and liabilities at the end of the period Unreslrl¢t•d fund• tonMr••t£ Categorl•s Rntrlct•d lund• Endowm•nt fundj to nwrn•t£ Dotal rotsl cash funds plmP1 Error OK UnMtrlct•d R1Cl•d fund• fund• OK Endowm•nt fund Detsll• D•tAI Pundtowl4Eh Ton D•iall• Fund towhkh ¢¢•tlopUon•ll ¢urrnrttV 84 A•••t• rnt*ln•d for th• eh•rlty• 4y•m u Detalls Fund to whl¢b Whqn du• BS Llabllltl•s Slgned bywe cl1 tru5te88 on beh8lf of •ll the trLMt8 Sfgnalure ptht Name Dafe of roval ol CXX F2 acceunt8 ISSI 2BK)112024
Independent Examiners report
Due to issues obtaining accountancy services, this report is not yet available. The examination will be undertaken during February 2024, and submitted ASAP thereafter.
Thanks
Gary Hammond Trustee on behalf of Purple Heart Wishes