THE CINDY APPLEYARD FOUNDATION Registered Charity Number: 1175084 FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 OCTOBER 2023
THE CINDY APPLEYARD FOUNDATION INDEX PAGE NUMBER CONTENTS TRUSTEES ANNUAL REPORT INDEPENDENT ELAMINERS REPORT STATEMENT OF FINANCIAL ACTIVITIES BALANCE SHEET STATEMENT OF CASH FLOWS 9-13 NOTES TO THE ACCOUNTS
The andy Appleyard Foundation Report of the trustees for the year ended 31 October 2023 The trustees present their annual report and financial statements of the charity for the year ended 31" Ottober 2023. The financial statements have been prepared in accordance with the accounting policies set out in note I to the accounts and comply with the charit¢5 trust deed. the Charities Att 2011 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard Applicable in the UK and Republic of Ireland published IFRS 102) (effective l January 20191. Reference and administrative information Charity Narne.. The Cindy Appleyard Foundation Charity Number: 1175084 Strurture, governano and management The Charity is a registered charitable incorporated organisation and is constituted under trust deed dated 10 October 2017. Trustees Emily Lyons Emma Collin5 Emma Fiedler Helen Tate Helen Bidwell Richard Lyons Nick Appleyard Chair & Treasurer Principal Office 12 Park Avenue Levenshulme M3nche5ter M19 2EE Independent Examiners Community Accountancy Service Limited The Gran8e Pilgrim Drive Beswick Manchester MII 3TQ Bankers Lloyds TSB PO Box 1000 Andover BXI ILT
The Cindy Appleyard Fnd*lOn Objectives and activities The Cindy Appleyard Foundation provides small grants to families who have a child in a hospital for an extended period of time, often far away from home. The purpose of the grants is to help familie5 meet costs such as temporary accommodation near their child. travelling to and from the hospital and taking time off work. The Cindy Appleyard Foundation launched on 15 February 2018 and gave out its first grant to a family with a sick child in Great Ormond Street Hospital in April 2018. From then until the end of October 2023, the charity has given £87,375 out in grant5 to families Wlth children in hospitals across the UK including The Freeman Hospital in Newcastle and Great Ormond Street Hospital- grants range from £ICM) to £300 depending on need. Over the last year. grants have been given to families in GOSH and many from the Young Lives v5 Cancer support team there and at other sites across the country. The grant5 have alleviated the financial hardship experienced by parents who have a child in a specialist hospital unit. The specialist unit maybe a significant distance from the family home so a family has been uprooted - extra travel costs are incurred. loss of earnings as one or both parents gives up work to be with their child, ongoing bills to pay. Many families are suffering severe financial hardship. they often have other children in the family so financing childcare also an issue. Since the charity began up until end Ort 2023, we have provided financial support to over 360 families residing in the UK. The children have been aged from one month to 16 and have predominantly been in patients with life-threatening or life-limiting conditions. A review of our achievements and performance.. How our artivitie5 delivered public benefit The charity has close links with The Freeman Hospital in Newcastle, and particularly Great Ormond Street Hospital in London. And, we have been working with and supporting the charity 'Young Lives vs Cancer, who are based at various hospitals in the UK. At these hospitals there is good awareness of the charity among family liaison officers and other social support staff and we regularly receive grant applications on behalf of parents whose children are being treated at them. The grants have alleviated the financial hardship experienced by families at these hospitals. We receive many thank you emails from support workers such as: Thank you so much for all your supportfor ourfomilies this yeor. You hove mode such o huge difference to them and we are extremely gmtefulfor what you do.- In 2023 we had our website re-designed by WeDo as a donated service. Financial review The management committee have reviewed the accounts and consider them to be satisfactory.
The Clndy Appleyard F(wndatlon Investment powers and policy The trustees. having regard to the liquidity requirements of operating the charity, will keep available funds in an interest bearing deposlt account should reserves become substantial. Reserves policy and going concern The balance held in unrestricted reserves at 31# October 2023 was £6,090 all of which are free reserves. The trustees aim to maintain free reserves in unrestritted funds at a level which equates to approximately three months of unrestricted charitable expenditure. The trustees consider that this level will provide sufficient funds to respond to applications for grants and ensure that support and governance costs are covered. Risk management The trustees have conducted a review of the major risks to which the charity is exposed and systems have been established to mitigate those risks. Plans for Future Periods The charity will continue all efforts in general fundraising from all avenues- event fundraising, challenge fundraising, relationship fundraisin& corporate fundraising. All of which have been successful so far. More efforts will be channelled. particularly, into Corporate Fundraising as we feel we have unique offer for CSR programmes. Appolntment of trustees New trustees are appointed by existing trustees and serve for three years after which they may put themselves forward for r&appointment. The Trust Deed provides for a minimum of three trustees, to a maximum of twelve trustees. At the half yearly trustee Meetings, the trustees agree the broad strategy and areas of activity for the Charity, including investment. reserves and risk management policies and performance. The day to day administration of the Charty is delegated to Emily Lyons. Trustee induction and trainin8 The trustees are looking at accessing some free online training. Trustees responsibilities in relation to the financial statements The charity trustees are responsible for preparing a trustees, annual report and financial statements in accordance with applicable law and United Kingdorn Accounting Standards (United Kingdom Generally Accepted Accounting Prattice}. The law applicable to charities in England and Wales requires the charity trvstees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statements, the trustees are required to- Selert suitable accounting principles and then apply them consistentlv,. Observe the methods and principles in the applicable Charities SORP; Make judgments and estimates that are reasonable and prudent;
The Cindy Appleyard Foundatlon State whether applicable accounting standards have been followed, subject to any material departures that must be disclosed and explained in the financial statements- Prepare the financial statements on a going concern basis unless it is appropriate to presume that the charity will continue in business. 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 that the financial statements comply with the Charities Act 2011. the applicable Charities IAccount5 and Reports) Regulations. and the provision 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. Approved by the trustees on 20 March 2025 and signed on their behalf by: Emily Lyons CHAIR OF TRUSTEES
INDEPENDENT EXAMINERS REPORT TOTHE TRUSTEES OF THE CINDY APPLEYARD FOUNDATION REGISTERED CHARITY NO. 1175084 I report on the accounts of the charity: forthe Ycar Ended 31" October 2023 which are set out on pages 6 10 13. Respeetive Responsibilitie5 of Trustees and Examiner Th¢ charity s irusiees are responsible for the preparation of the accounts. The charity tnle¢S consider thai audit is noi requir¢d for this year under section 144(2) of th¢ Charities Act 2011 (the 2011 Act) and ihat an independent ¢xamiiiation is needed. The charit), is preparing accrued accounts and l am qualified to undertake the examinaiion by being a qualified member of the Association of Chartered Ccrtified Accouniani5. li is m}." responsibility lo: Examine the accounts under S¢Ciion 145 of the 2011 Act; follo the procedures laid do in the general Directions given by the Charity Commission undcr seciion 145{5}Ib) of the 2011 Act- and To stalc i%'h¢iher panicular matt¢rs havc come io my attention. Basi5 of Indcpendeni F.xaminers Report My exdminatioIi Ivas C<wried out in accordance with the General Directions given by the chilY Commission. An examinaiion includes a reNieNs' of the accounting records kepi bj th¢ charity and a comparison ofthe accounts presenled with those records. It also includes consideration of any unusual items or disclosures in ihe account5. and seeking explanations from )'ou as ISteeS concerrttng ans. such matters. The prOcureS undertaken do noi provid¢ all the ¢iiid¢nce thai would be required in an audil. and consequently no opinion is given as to whether the accounts presenl a ':true and fair %'ieTh and the report is limited to those matters set oui klow. Independent Examiner's Slatement Except as disclosed below. in connection with my ¢xamiDaliofy no mattr has com¢ to my attcntion: { l } ,hICh gil'es me r¢asonable cause to beliei'e that in an) material respcct the rcquirements.. to keep accounting rccords haN'¢ in accordance with seciion 130 of the 2011 Act; and to prepare accounts H'hich accord with the accounting records and to comply 1th the accounling requirements of the 2011 Acl. hai'c not been met. or {2} to which, in m! opinion. attenlion should be drall in order to enable a proper understanding of the aLLountS Ic) be reaLhed. SÈgn¢d.. A.M King FCCA Dale: 20, March 2025 Community Accountancy Scrvicc I.td The Grange, PilgriTn Drive, BeswiLk, Manchester. M l 1 3TQ
Thè Cindy Appleyanl Foundati¢ STATEMENT OF FINANCIAL AcnvmES FOR THE YEAR ENDED 31 OCTOBER 2027 induding inccrfne & eX[mIrtu(e aryount) Total Funds Total Funds Year Ended Yèar Ended Unre¥trictsd Rostrictsd 31 October 31 Octobèr Funds Funds 2023 2022 Further Detsils Iorn? frryn: DOnatS and legaryes Totsl {31 32.845 32.845 32.845 32.845 15.861 15,861 Expenditure on: Raising Funds CharitaNe Activrties Total 132 14.504 14,636 141 22,767 29.767 22.767 29,767 Nel gainslllosse51 on Investm15 Net incomellexpenditurg) 3.078 3.078 1.225 Tfansl8rs between funds {101 Nèt movemÈnt in funds 3.078 3,078 1,225 Reconciliation of funds Totsl lunds broughl forward iioi 3.012 3.012 1,787 Total funds carried forward 110) 3.012 The statement of ffinancaal tivS indudes all gains and losse5 in the year. All incoming resources and resources exped derNe Ixth)uing adNilie5. The notes on pages 9 to 13 form part of these aco)unts.
The Glndy Appleyard FO BALANCE SHEET AS AT 31 OCTOBER 2023 2023 2022 Current assets.. Dèbtors Cash at Bank 8 in Hand Tol81 ¢uttent assets {81 72 6.342 6,450 3,372 Liabilities- Creditor5.' Amounts falling due wthin e year (91 Net CLbrrent assets or liabdities 6.0 3,012 Tot assets less current Iia.1rts 6,0 3,012 Totsl t #ts or liabilities 6.09) 3,012 The funds ofthe charity: Reslricteil income ftJrKI$ 1101 UnrestrKted in¢on* fund$ {10) 3,012 Total charity funds 6.0 3,012 Approved on behalf of the Tfustees. Emity Lyons Chair Date.. 20th March 2025 The notes on pages 9 to 13 fom part of these accounts.
The CiThty Appley•fd Fijundation Statement of Cash Flows forthe yr •nded 31 October 2023 Reconcillation of net movement in funds to net cash Ilow from operatlnB arthitles Totsl Fund¥ Totsl Funds Year Ended Year Ended 31 October 31 Octobèr 2023 2022 Net mo*ement In lunds Decreasellincrease) in deblors Inc¥easelldecTeasel In crediiors Net Cash used in operating artivities 3,078 136) 1.225 55 3.042 1.280 Inueaselldecreasel in cash and cash equNalents during the year 3,042 1,280 Cash and cash equivalents brought foThMrd 2.020 Cash and cash equivalents Carried forward 6.342
The Cindy Appleyard FrjatiOn Nottrs to the accounts for the year end•d 31 October 2023 l. Accounting policie5 (al Basis of preparati and as¥essment of goin8iorKem The accounts Ifinanoal slatementsl have been preparet1 under the histr)rical cost convenb.gn 1th items reco9nised al cosl or Ifansadion value unless otherwise stated in the Telewant Te$ to these accounts. The finanri81 stslements have been prepared in accordance wrth the Stslement of Recommended PraGbce'. Accounting and Reporting by chaiiti.es preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK an¢J Republic ol Irdand IFRS 1021 issued on 1st January 2019 and thé Finaftl Reportsng Standard applicable In the unled Kingdcrfn and Republic of IreLand IFRS 12) and the Charities Act 2011. The thanty conslrtules a public benefft enbty as detvd by FRS 1(T2. {bl Funds Strueture RestrKted funds are funds which 8re to be used in acuNdance ilh SFeafic re5triction5 NnK)sed by the ()n¢)r or trust deed. There a no restricted funds. Unre51ri¢ted irKoffle funds compnse ttwxe funds which the trustees are free to use for any purpose in furtherance of the tharItab objects. Unrestricled funds indwje desgnaled wheie the trustees, al Iheir discreb'on, have Created 8 nd for 8 purpose. (cl Incomè reco8nitlon All income is recognised once the charty has entillement to the income, rt is probable th the in¢ome will bè received and the amount of incorne recebvable can be measured reliably. DonatirS are ieco9nised when the tharity has beerb notified in [fig of t]oth the amount and $eltlement date. In the event Ihat a donation is subject to ¢onditi(Trn$ that requi a level of perf0mn(£ before the charity is entitled lo the fund5. the bncome Is dèferred and nol recognised untl either ihose conditions are fully met, or the fulfilmenl of those conditions is wholly Vthhin the contr¢4 of the charity and it is probable that those conditions will b fulfilled in the reporting pen¢)d. Interest on funds hdd on depowt is incbjded wn recetvabk and the am(yJtt can be measured rdiably by the charity.. this is normally upon notification of Ihe interest pahl or payable by the bank. Diwdends are recognised once the dividend has been dedared and notffjcabon has been received of the divKlend due. Idl Expenditurè Recognition abilrties are recognised as expenditure as sc¥Jn as there 15 a kgal or conslnJctNe obligation commrtting the chaw to that expendrture. rt is wobable that 8ettienwl ryll be required and Ihe amount of the oblallOn can be measured liab. All expenditure 15 accounted for on an 8ccwals basis. Al expenses induding support costs and gtsvemance sts are 8lk)c2ted or apports'L¥d to the applI(3b eXpeTh1 headtngs. Fw inf0mts"0n on this attribub.on refer to note ID bdow. lel Irretoverable VAT lrrecoverale VAT is charged against the eXprtU hèading ftK whith rt %Ya$ incurred. 111 Allocatlon of support and governance costs Support costs have been allocated belween govemance costs and other SUPF(fft costs. Governance costs comprise all costs invofving the publi¢ acvtabl1ty of Ihe tharity and ils cxynpliance wlh regulation and good practice. These costs inclijde costs reL3ted to independent examinatK)n ad legal fees together Mth an apportionment of overhead and support cosls. Governance cos15 and supwrt costs ielating to (kn2ritable activities have been appOrtiOr base(1 type of expense. The allcution of supp(xt and govemance costs is analysed in note 4. Igl Costs of ralslng funds The Costs as$wated wth raising fvThJs a Just Giwng fees. rnaratI entry fees and marathon l-shhrt priniiThJ. Ihl Charltable Activities Cosls of ¢harrt8ble adivthes Indje govern8n( costs an aFWrtK)rnYw)t of supwrt cxssts as shts in note 5.
Th• Cindy Appleyafd Found•t Nots¥ to the a¢¢ounts for yrendd 31 October 2023 lil Tanglble fixed assets and depreciation All assets costing rlloie than £500 are caprtalised and val1 at historic81 MSL (11 Rèalised gains arKt losses All gains and losses are taken to Ihe Statemenl of FwwK3al Acbwbes as Ihey arise. Rèalised gains ar¥J losses on investments are calculated 8s the drffere¥K ben sales proceeds and their ¢)pening cafrying value or their purchase value if acquired subsequent lo the first day of the finanual year. unalISed gains and tjsses are calculated as the drfference belween the fail value al the year end and their varying Value. Realised and unrealised investment gains and losses are cornned in the StateThwt of Finanoal Acbvthes. {kl Pensions charity currenlty doe5 nol operate a pension sthme. 111 Debtors Trade and other dÈbtOfS are recogntsed al the setVennt am after any trade discount offered. Pfepayments are valued at the amount wepahd net of any trade discounts due. Iml Creditors and Provisions Cieditors and provisigns are recognised where the Cha has a present obligation reSU"n9 from a past event that will probabty result in the transfer ol the funds to a third party and the amount due to Sett ihe OblatrOn can be measured or eslimated rellaY Credrtors and proonS are nomalty recoanised at th'r settent amount afier allowing for any irade discounts due. Inl Grant Making Grants ale awarded by a panel in line wlh the charitable objects and a made to indivTrdual families suffering hardship as a SUtt of their children needing hosprtal treatment in speualist hosprtals. These hosprtals are often ted far away from the thikl's h(xne. An NHS worker 8SSKJne(I to Ihe family wll recommend Ihat the tsmily applies foi the grarkt and will sign the grant application form to confim) eligit41ty. 2. Related party transactions and trustèes. eXns•S and rwnunwation The trustees all gi¥e freely their time and eXpe'Se without any forn of rernuneratK)n or other benefft in cash or nd. Expenses paid to the trustees in the perK)d lola1 £rMI12022.. £rwl). 3. Donations and Legacies Unrestricted Restrictèd Totsl Funds Totsl Funds Totsl Funds Tolal Fund$ Ye¥r Endtd Yèar Ended Ygar End•d 31 31 O¢tob•r 31 October October 2023 JJ23 2023 Donati(x)$ Donakn"ons in Ksnd Indi¥ridual Donations 25.483 25,483 362 32.845 32,84 Prior Y•ar Unr•strlcted RKtrlct•d Tolal Fund$ T¢tsl Funds Total Funds Totsl Funots Year Ended Year Ended Yoar Ended 31 31 (ktober 31 October October 2022 2022 2022 Donaknons Individual Donatyon 15.621 240 15.861 15.621 240 15.861
The Cindy Apthrd Foundation 11 Notss to thè accounts for the Y•aTty 31 Octobw 2023 4. Expendlture Total Funds Tolal Fund Year Ended Year Enthd 31 October 31 OctoL*r 2023 2022 Charitablg Activitles Empendlture on ralsing funds: Website Marathon Entry Fees & T-shirts 132 132 7.Th)0 Totsl Funds Total FurKIs Year Endèd Yoar Ended Charltable 31 October 31 O¢tobgr Activitses 2023 2022 ExpendltUTe on charitable a¢tivities: Grants Awarded to Families Governance Miscellaneous Expenses Support Costs 22.175 22.175 14.ClWJ 29 203 22.767 203 22.767 14,504 29,767 14,636 2023 2022 Restricted FU1$ UnresthCte(l Funds 29,767 29,767 14,636 14,636 5. Allocatlon of governante and support tosls The breakdo of support costs and how these re alkKated behn governan¢e and other support costs is shown belrw.. Genèrnl Support Govem?nce Total 2023 Totsl 2022 360 A¢xountarw Fees In5ufance Website Costs 24 179 203 24 179 360 504
The Cindy Applryard Foundatlon 12 Motes to the accounts for the y¢ar•nded 31 October 2023 6. Grant Maki Analysis of grants paid lirKluded IA cost of charltsble activillesl Grants to Granls to institirtions Individua Support Costs T<)ts12023 Toial 2022 Hardship Grants 22,175 22.175 22,175 22,175 14.ClXI 14,CX)O Hardship grants are awarded to indiwdual familie5 in lirE wrth the th"e¢bves of the cty. A total of 57 grants were awarded in the perl2021:50}. 7. Indendefit Erdminor Fe¢s Total Funds Total Funds Ygar End Year Endèd 31 Octobpr 31 Octsb•r 2023 2022 Indep8ndent examination f 360 8. Analysis of debtors Total Funds T¢>tal Funds Year Ended Year Ended 31 October 31 October 2023 2022 Piepayments 108 108 72 Prepayments lor the year et)ding 2023 and the year 2022 re18te to Unrestri ftJnd5. 9. credit5. amounts falling due withln one ar lotsl trund5 lotal frurK YÈar Ended Year Erhded JI Ortober 31 Ottober 2023 2022 Accfuals 360
The Cin(ty Appbtyard Foundation 13 Notrs to th• aceounts for the year ended 31 October 2023 10. Analysi$ of ¢haritsbl* funds Analysis ol m¢ements in unr¢stricted funds Bakince at 31 October 2023 Balance at 1 Incomi Resource¥ P4ovèmb•r 2022 ResoutrM Expended Transfer In Gener81 Fund 3.012 3,012 32,845 32.845 29.76 29.76 6.090 Prior Year Analysis of movements in unrestricted funds Bal¥ncp at 31 October 2022 Balane• at 1 Novèmbèr 2021 Incomin9 Resources Resour Expènd•d Trnnsfor In Gen•r81 Fund 1.787 1.787 15.861 15.861 {14.636 114.6361 3.012 3.012 N•me of UntrJ¢ted lund.. General Fund Dgscfiption, natyrn and purpose of the fund The free Teserves. 11. Anatysis of net assets b•tw•en funds funds Totsl 2023 Cash al bank and in hand Other nel current assetsllliabilities) Total 6.342 12521 6,342 12521 6,0 Prior Year funds Totsl 2022 Cash at bank and in hand Othei net currenl assetsllliabilrtiesl Totsl 3,012 3.012 12. Financial In$trum¢nts The charity only has financial assets and liabile5 Ot a knnd that qualfy as finan¢ial in$twfflents. Basic ffinancial instrumenls are inrtially iecognised on a transathon ¥alue a1 subsequenuy TraSured at their settlement value Vth the exception ol bank loans which aye subsequenuy measured at an amortised c051 using the effedive InteS1 rnetd.