CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 1st April 2023 to 31st March 2024 Charfty name: Purplo Heart Wishes Charity registration number: 1171534 Objectives and Activities SORP referenc Para 1.17 Summary ofthe purposes of the charty as sel out in its goveming document The objectives of the charlty are to relleve adult patlents Suffering from termlnal Illne$$, by enabling the reallsatlon of dreams and wlshos In orderto create speclal rnemorles for the patSents and thelr famllles. Summary of the main activities in felation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounls. Para 1,17 For the yaar endlng 31rt March 2024 the charlty experlenced a contlnued uptllfn Sn revenue, In partlcular, continued funds from the conce88lon 8tsnds attho Etihadstsdlum, and supportSng ovonts run by the Warehouse project In Manchester. This enabled It to contlnue to grant wlshes to patients wlth temiinal Illness88. around 100 wlshes belng rant8d durln thè 12 months. Statement confimiing whether the Iruslees have h8d regard to the guidance issued by the Charty Commission on public benef Par81.16 Addltlonal Information loptlonal You ma choose lo include further statements where relevant about.. SORP reference nla Para 1.38 Policy on grant making nla Para 1.38 Policy on social investment including program related investment The charity relies solely on volunteers tosu ort fundraisin activltieg and
Conlribulion made by volunteers Para 1.38 also sourcing and granting vAshe$ for patients. Other Achievements and Performance SORP reference For the year endlng 31•t March 2024, the charity contlnued to grow at a steady pace against its objectives, wlth turnover increasing from c£47.000 in yle 2023. to c£89,000 in ylo 2024. Thls Increased Income has enabled the charity to grant many more vA5hes for adult patlents wlth termSnal Illness- wlth >100 wlshes granted In the yèar. Summ8ry of the main achievements of the charity, identifying the difference the charity's work has made to the circumstances of ils beneficiaries and any wider benefits lo society as a whole. Par8 1.20 Addltlonal Informatlon loptlonal) You ma choose to include further slatements where relevant about.. The oblectlves of the charlty are to rolleve adult patients sufferlng from terminal Illness, by such mean3 as the trustee3 see flt, to enable the reallsation of dreams and wlshes in order to create speclal memorSes for the patlonts and thelr lamllle8. A¢hievementS 8g8inst objeclives set Pirn 1.41 y granting in excess of 100 wlshes during the year, the trustees feel that the ob'octives are bein full met. Fundraising has conUnued to increase at a similar pace to the increase In wishes granted, In particular, continued income from thè concesslon atthe Etihad stadlum, and the assoclatlon with the Warehouse Prolect in Manchester, have sUPPOrted the Increased funds. nla Performance of fundraising activrties against objectives set Par4 1.41 Investmenl perfomiance against objectives Para 1.41
Other
Financial Review Review of the charity's financial position at the end of Ihe period Para 1.21 The charity is in a securè financial posltlon at the year end, wlth c£40,000 cash funds avallable In the bank account at most times, and a secure revenue ¥tream to support It's ongolng ob e¢tlves. The trustsès continue to monltor the Gash held, and maintain the target of at least £10,000 reserves to be in place at any glven polnt to ensuré it can remain effective In bts o erations. £40 000 Statement explaining the policy for holding reserves stating why they are held Par8 1.22 Amount of reserves held Reason5 for holding zero reserves Details of fund materialty In deficit Explanation of any uncertainties about the charity continuing as a golng concern Pfirg 1.22 Para 1 22 Para 1.24 Para 1.23 None Addltlonal Inforniatlon loptlonall You ma choose lo include further statements wher8 leVant about: Fundralsing through: Indlvldual donation5 and events Corporate Support from the Etlhad stadlum {Manche8ter) and tho warehouse ProJecL The charity's principal sources of funds (including any fundraising) P•r4 1.47 nl• Investment policy and objectives includlng any social investment pol adopted P•r• 1.46 Rlsk8 of maln fundralslnglrevenue 8tream8 no longer belng avallable A description of the prfnripal risks facing Ihe charity Parn 1.46 Other
Structure, Governance and Management Description of charity's trusts". Type ofgoveming document Ilrust deed. ro al charter How is the charity constituted? (- g unincorporated association CIO Trustee selection melhods including details of any constitutional provisions e,g. election lo post or name of any person or body enlitkd to appoint one or more Irustees Pa 1.25 Constilution Parfi 1.25 Charllable Incorporated Organ13ation Par8 1.25 Aslde from the orlglnal tfUSte8s. any newladditional trustees will be appolnted by a convenod meetlng of tha existing trustees Addltlonal Informatlon loptionall You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and training of trustees P•r8 1.51 The charity's organisational slructure and any WKler network with which the charity works Para 1.51 Relationship wrth any related parties P•r* 1.51 Other Reference and Administrative details Charity name Pur le Heart Wishes other name the chari uses istered chari number Charity's principal address 1171534 7 Berkeley Close South Cerney Cirencester G17 SUN
Names of the charity trustees who manage the charity Date8 acted Ir not for whole Offlc• Ilf any) ear Name of por80n lor body) entitled toa olnt tru¥t8e Trustee name Toni Bernadette Kemp Gary Bryan Hammond Sean Anthony Titley Jill Barbara Kirkham Trustee Trustee Trustee Trust88 Neil Fagleman Trus188 Susan Roughton Maw Margaret Powell Irram Kaleem Emma Jones Jordan Street Chalrperson Trustee Trustee Trustee Trustee 10 12 13 14 15 16 17 18 19 20 Co orate trustees- names of the d1CtorS at the date the re Dlr•ctor narng nla ortwasa roved Name of trustees holding title to propety belonging lo the charity Dats8 a¢t•d If not lorwhole Trust•e name nla
Funds held as custodian trustees on behalf of others Description of the assets None held in this Capacity Name and objects of the charity on whose behaW the assets are held and how this falls within the custodlan charity's objects Details of arrangemènts for safe custody and segregation of such assets from the chanty's own assels AddStlonal Informatlon {optlono1) Names and addresses of advlsars (Optlonal Inforniatlon) Type of Name Addre88 advi8èr Namo of chlef exocutlve or names of senlor staff members Ioptlonal Informatlon) Exemptions from disclosure Reason for non-disGlosure of ke &rsonnel details Other o tional infomiation
Declarations The trustees declare that they have approved the trustees, report abovo. Signed on behalf of tho ¢harity's trustees Signature(s) Full name(s) Posltlon (eg Secretary, Chalr, etc) Dats eL4th4
CHARIIY COMMISSION FQI INGLAt4DANDWALE5 Purple Heart Wi5he5 Receipts and payments accounts CC16a For the period from 3n7n02 Section A Receipts and payments Unr¢striGd lund• to th• n•af•it Rc5trictod lund Ertdowment fund• Tothi •tyur t<+th• ng•fg•tÉ A1 RK•l ZJ.020 82.1J6 1.504 34.101 1.028 knde 1,304 lotBI(Gms8 m8 for 89.• 17,137 AR) A2 A••wAnd Iw••lm•nlq•l••, Sub total 89,018 47,lJ7 A3P $82 512 2D.122 31707 150 19.421 2$,$73 ZO.U73 2•6 14.7 Mlltholiv9 IMerhaDdl Sub lotsl 73.Ot8 A•••t and InvMtmen¢ Sub lotal Totalpayments 73,018 7J.810 ,461 Net ofwe1ptslyMOntsj AS Trntsf•ri betswn funds A6 Cash funds la•typar end Cash funds rhis year•nd 10N711 16h70 15,47 18.470 CCXX R1 thnta¢S8) 12118r2024
Section B Ststement of assets and liabilities at the end of the period Unrfystricted R?strlctod lunds to nrtst£ Endowment lundB tOn&éro•t£ Caiogorios tu Trp•rostt B1 Cuh funds Totèl eash funds Unr8strl¢t¢d lund8 Endowment lund• fund¥ oir•st¢ Fd towhKh Cjrr•ntv4l 83 Inv•stmont ¥$Mt• Fund towhkh Its•1 bol Co•tlopur•ni B4 A8881s r•talned forth• ch•rfty'• own u8• t¥wnh Detal Am¢untd %•n du• BS Ll8bllttJ•s Sn ty ¢ieOrtw0trt•11Qn IhEtruSt Sna Prfnl Narr Date ol 81 CCX¥ R2 ISSI 11111024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independenl Examiner's Report Report to the trustsesl members of Purp18 Heart Wlshes On gccounts for the year ended 3110312024 Chartty no {If any) 1171534 Set out on pag05 If(4mRmb¥r to he.liith...'i;. I report to tha trustees on rny examlnation of the acojunts of tha above charity {'ihe Trust") for Ihe y8ar end8d i "I , Responslbilltles and As the charity trustees of the Twst, you are responsiblè for th8 preparation basls of report of the accounts in accordance with the requirem6nts of th8 Chariti88 Act 2011 ('th8 Act.). I report in resp8Ct of my examinatlon of the Trust's accounts carried out under section 145 of the 2011 Act and in c8rying out my examination, I have followed the appllcablg Directions giv8n by the Charity Commission under section 145(5)(b} of the Act. I have completed My 8xamination. I wnfirm that no material matters have com8 to my attention (other than that disclosed below ') In connection with the examlnation whith gives me caus8 to bell8ve that in. any materlal respect: accountlng records were.not kept In acrdanCe sectton 130 of the Act or the accounts do nol accord with the accounting records Independent examinerfs statement I hav8 no concems and have come across no other matters in connection wlth the examinatlon to which attention should be drawn in order to enable propar understandlng of the accounts to be reached. Pleas8 d818ta the words in the br8ckets if they do not apply. 2711112024 Slgned. Name: Galina Manders G&M Bookk8eplng & Accounting Ltd Relevant professlonal quallficatlon{s) or body (If any): ICB membership number 412494 Practice licence number 24188 Address.. 31 Lentworth Drive Worslay M28 3EX IER October 2018
Section B Disclosure Only complete rf the exarninèr needs to highlight rnatters of concem (see CC32: Independent 8xarninatlon of charity accounts: directions ahd guidanc8 for examiners). Glvè hero brief detalls of any items that tho examiner wlshes to dlsclose. IER October 2018