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 F￿nd*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 tn￿le¢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 Ctal 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. credit￿5. 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 Un￿trJ¢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$trum¢nts The charity only has financial assets and liabil￿e5 Ot a knnd that qualfy as finan¢ial in$twfflents. Basic ffinancial instrumenls are inrtially iecognised on a transathon ¥alue a￿1 subsequenuy Tr￿aSured at their settlement value V￿th the exception ol bank loans which aye subsequenuy measured at an amortised c051 using the effedive Inte￿S1 rnet￿d.