OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2025-03-17-accounts

Providing Bucket List as events for people with secondary cancer . . % ~~‘d —_~~ Fs 2 % " ; 4 Tek J f 6 4 is ‘ Pe a .= . aeiye. qLz 4 >‘ieynyis. 3& 5 aeAn a y ¥ 7 . . % P | aeoe “ Lomimt 5 \ Sey ’ ' eeae We . bes dy YOLO JO’S CHARITY ANNUAL REPORT* ' RS ee > i jae 2025

www.yolojoscharity.co.uk email: contact@yolojoscharity.co.uk

Registered Charity Number 1172793

bd bt ; ~ > Sai . “‘ Report of the Board of Trustees for the Year ended 31st December 2025 ~~“ ‘ Sin SMe. .~~ . ~~: LS “ NSi a ‘ ad. See~~

Trustees and Members YeLan if é Ls . oSg A x Vebe.| wy ‘ ; m ae . - 2 ¥ ASeea & *Poa‘ , oR - —, ‘ eu a. SOS, “ ASS Ee a

The Members of the charity are its Trustees for the purpose of its Foundation model. Charitable Incorporated a ale ile: oy \ he 9 ia Beste Se Organisation or CIO and who throughout this report are collectively referred to as the Trustees. c: Sao aS ca WEE SAP le

The three Trustees are as follows:

All Trustees give their time voluntarily and receive no benefits from the charity. Any expenses that are reclaimed from the charity are set out in the notes to the accounts. No serious incidents or other matters that Trustees need to report to the Charity Commission have occurred during this reporting period. e“ ¥ fs 4 Se aM , In addition to the 3 Trustees, we felt that we needed more help in certain areas so decided to form a committee for the everyday running of the charity. So we have the help of Sarah, when times get busy. = ae 2 - Ax

In addition to the 3 Trustees, we felt that we needed more help in certain areas so decided to form a committee for the everyday running of the charity. So we have the help of Sarah, when times get busy. = ae 2 - Ax

Legal Structure and Governance

The registered head office is:-

11 Stockton View Gainsborough Road Warrington WA4 6BJ Git ata

The charity is governed by its Constitution, which will be reviewed annually and revised if necessary in line with Charity Commission guidance and approval. The charity is incorporated through the legal status of a CIO, which means if the CIO is wound up, the Trustees of the CIO have no liability to contribute to its assets and no , e* A Neon, = personal responsibility for settling its debts and liabilities. . 7 +eo= . -ee 1s i.oe

C . “ a Ek @ fet Third Party Indemnity Insurance : ah it a geist ine atc S The Charity is covered by a public indemnity insurance supplied by the following:Zurich Insurance Ltd. pre E,% .

Risk Management eis

The charity does not employ any staff. All work by committee members is voluntary. Prete. PREP eee “4 The current registered address and operating premises are the home address of Trustee David Williams. This is the following:-

eo hoe 11 Stockton View ‘i NS prt rs = bye i" oe. ri easRede Gainsborough Road Se Re Raa Pisce Sa ae ie Bere eats Warrington WA4 6BJ

The charity does use a PO Box address for official correspondence. es Et Paras a Pig Spies rom : Yolo Jo’s Charity PO Box 1318 Bere etek| : WARRINGTON WA4 9SW he es mis Beta ri

OM <aQD aN \e\ 4/ ~ bs/ a.Se “a oa ‘Se‘ The financial risk of the charity is extremely low, with just the following annual outgoings which are essential in ea. ae a SRA t My ~ ’ the promotion and everyday running of the charity. Our two main running costs are Public Liability Insurance “\ at . * 4 ce ek : " RN at Na and our PO Box from Royal Mail. Our Zurich ~ \ insurance increased AS Sao % SS slightly X . from last years - A £109.48 to £111.41 X ik ee Our PO Box from Royal Mail annual fee went up with inflation to +a6y eeABETea<3an; & RANWYaeSY , x: .Aak a . £424.20 SN. " . ._"Ee wy on4 3 ¥, uFesL s , Faeed ~ . " a - wale Se x ‘ wt . a SYS eS rhe ert " Xe, i o 3 : SS a ae ba Se wate" ae amy afoo ~ ‘ ; A <> it Objectives and Activities* Soa:" % 8 ile:my $yA be : Ye Se at Bs = Sh, > ET The principle activity of the charity is to fund and organise memorable “Bucket List” events for people suffering i ——e— SeSee =a : : j i PSet Bie“aat~ from diagnosed “secondary/terminal cancer.” 7 ~ —_ = ™ & he The Charity was initiated by our Founder Mrs Joanne Williams and her husband David Williams. Joanne had Wass il 4% been suffering from terminal breast cancer herself for over 5 years. During this time “Jo and Dave” lived life i, =. . to the full, experiencing as many “Bucket List” events as possible. These included once in a lifetime holidays, e.,e weekends away, theatre shows, music concerts, etc. All these experiences provided Jo with many things to look forward to and enjoy. She truly believed the anticipation and excitement of them kept her going in the relentless fight against terminal cancer. Jo tried at all times to live life as normal as possible, with literally hundreds of 7 1 fe hospital visits interrupting this life. But Jo was always planning her next “special treat” which made her smile and come as a relief from the many treatments she underwent. Jo and Dave had already been supporting for 4 years the Marina Dalglish Foundation, another Liverpool based cancer charity. Jo had met Marina whilst having treatment on her first diagnosis at Aintree hospital in 2009.But sadly as Jo started to become extremely poorly at the start of 2017, she and Dave decided it was time to ~ start their own charity. The whole ethos would be the treat people in her own position and to put smiles on their faces too. So “Yolo Jo’s Charity” was founded and registered with the Charities Commission in January 2017. a ait

The main focus for the first 12 months were the following:-

tte aa ay Progress and Achievements +t oe 8 erSer ds" A The Brand

One of the first tasks was to design a Logo and all associated branding. Thankfully a close friend of Jo’s was 7 i able to help with this task. After some to and fro with Jo, the logo was signed off. We were very happy that Jo saw the logo for the charity named after her before she passed away.This logo and associated pink, black and white colour scheme was used across the whole brand, including the website, letterheads, business cards, posters and application form. cienaalSGere+ a a4oe 5PEPnite CtyPatent fine : —er cee 4 ai aaa a 50 ae MEE Pes ie)

Raising Funds

continue arranging "bucket list" events for new applicants. However we have decided that we are not going to tryAs we stated in last years Charity report, we have decided to use the funds we have already in the bank, to, i to raise any further funds. With the view of winding down when our current funds are exhausted. The charity has ee ae ais[Ge] at SSE OER done some amazing work and put lots of smiles on faces helping people make some incredible memories. at); tema a eo However everything comes to an end eventually, however we estimate at current spend rate our funds should still last another 3 years, so plenty more events to be booked before then.

Applicants and Events

We have had an amazing response from everybody who hears of the charity, saying what a wonderful idea \ - era Oo it is to just try and put smiles on faces. It has been refreshing to be able to create such a personal link with - \ AS qe applicants. Rather than the funds raised going into a huge pot, which is more often than not untraceable as to where these funds help the larger charities ie Cancer Research, Marie Curie and the likes. ? oe * RS are.i SSYa NS Tehe 3 mL oe ; we e, rg ‘3 * 4 Soe SN

We had a busy year again in 2025 , with 1 5 applications and 9 completions. So two of these applicants did not progress to fulfilling their event, sadly passing before getting chance to complete their event , which is all expected with a terminal illness charity. 5 events are booked and ongoing into the new year. a ~ _— =i ee ~ This is a sample list of events we have organised in 202 5 :- . 5 hes ae 4% — • 3 night cottage stay in Blackpool ¥ ¢ Z • Family of 4 break to Butlins Skegness ,3.[§] % • A hotel break for 2 to Galloway 4. row • Family of 4 break to Alton Towers • Lakes weekend break se ‘ ee • Edinburgh long weekend break

The feedback we have received from successful applicants that have been on their “Bucket List” event has been

So aaah+ elec eeaeer ee as SETA) cin 2 eae aa Progress and Achievement Collaboration oN eee ia ee Ca)

202 Donna Murray and her team, Michelle Cross and Heather Stevens. 5 saw a continued collaboration with the Cancer care hospitals in Liverpool. The care nurses at Aintree, q «STR Seng Neat ce tes, Our collaboration has also continued with “Breast Mates” group for ladies recovering from breast cancer based near St. Helens. We hope to receive more applications from them during 202 6 .

eer ay"

FACEBOOK

Our main platform for reaching the public continues to be Facebook Social Media. It has proved very successful in spreading the word of Yolo Jo’s Charity. Applicants have been posting reviews of the events they have attended and this helps to promote further applicants to get involved with the charity. Also providing “happy memories” for their friends and family to view. We plan on continuing with this platform, as it isworldwide and also free at point of use. PE BSI Pn oa -

Financial Review

4 A statement of financial activities provides a summary of our income and expenditure for Ry ee MORO AN 2024-25 “Se . We have incurred costs of £123.40 . We have income from donations of bbe4 ’ - bt . _- \ s\ 4, 5 ¥SesO\ . aay‘as‘ I~ . oe ng >. sSaSy“, £229 . . The total expenditure on ~~‘a>° -&. \y.. .~ * te~~“355% “ee applications for Bucket list events is ce)is ty.ee £7536. fag Bank balance as of end of year is ‘ . eeNe: y~~ x“ hs - J ‘ae> £39,083 Ys NE . ; Be r See3 . f =ae

Financial Outlook

After 9 full years of the charity being in existence, we find ourselves in the strong position financially. This means due to the nature of their illness, there is a very small window of opportunity for applicants to achieve ~wh ae ee ~~ . their bucket list event. So we will continue to concentrate on spending more on applications and also finding more applicants. Funds are still almost £40,000, which means at current rate of spend we srtill have enough funding for at least another 4 years at current rate of spend.

Future Plans

The coming year we will continue all our current collaborations as they all provided combined a really healthy q “ ¥ fs 4 supply of applicants. We have also achieved a few applications from personal contacts of friends and family too. We will conitune to persue new leads for applications during 2026

Dave Williams

Chair of Trustees Signed on behalf of the Trustees

YOLO Jo Charity

YOLO Jo Charity harity
Receipts
Donations
Donations Funeral
Donations tfer
Benevity Donation
Total
Payments
Internet
PO Box
Website
Printing
Insurance
Purchase
Catering
Bucket list
Media
Other
Total
Net of receipts/payments
Cash
Donations
Donations Funeral
Donations tfer
Benevity Donation
Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
0
0
0
0
0
0
0
0
0
0
0
0
0
0
68
0
0
0
0
26
0
0
0
0
24
0
0
0
0
5
0
0
0
0
105
0
0
0
0
0
0
0
0
0
228.62
0.00
0.00
0.00
Total 0 0 0 1 0 0 68 26 24 5 105 0 228.62
0
0
(12)
0
0
0
0
(464)
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
(1,279)
0
0
0
0
0
0
0
0
0
0
(1,453)
0
0
0
0
0
0
0
0
0
0
512
0
0
0
0
0
0
0
0
0
0
(984)
0
0
0
0
0
0
0
0
0
0
(2,460)
0
0
0
0
0
0
0
0
0
0
504
0
0
0
0
0
0
0
0
0
0
(629)
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
(111)
0
0
(1,183)
0
0
0
0
0
0
0
0
0
0
(100)
0
0
0
0.00
0.00
(11.99)
0.00
(111.41)
0.00
0.00
(7,536.29)
0.00
0.00
Total (476.39) 0.00 (1,278.86) (1,452.95) 511.86 (984.04) (2,459.94) 504.04 (628.80) 0.00 (1,294.61) (100.00) (7,659.69)
Net of receipts/payments (476.39) 0.00 (1,278.86) (1,452.17) 511.86 (984.04) (2,391.60) 529.60 (605.00) 4.86 (1,189.33) (100.00) (7,431.07)
Cash 46,037.99 46,037.99 44,759.13 43,306.96 43,818.82 42,834.78 40,443.18 40,972.78 40,367.78 40,372.64 39,183.31 39,083.31
A1
A3
Receipts
Payments
Cost of fundraising
Cost of bucket list events
Cost of events - Other
Internet
PO Box
Insurance
Media/Website
Total Payments
2023 2024 2025
EndingMar 2023 EndingMar 2024 EndingMar 2025
9,249.76
(1,200.63)
(5,227.06)
0.00
0.00
(378.00)
(107.99)
(11.99)
4,285.58
(262.45)
(4,527.05)
(490.00)
0.00
(396.00)
(109.48)
0.00
228.62
0.00
(7,536.29)
0.00
0.00
0.00
(111.41)
(11.99)
(6,925.67) (5,784.98) (7,659.69)
Surplus/Defecit 2,324.09 48,013.78 (1,499.40) 46,514.38 (7,431.07) 39,083.31