Trustees’AnnualReportfortheperiod
From02.04.2022Periodstartdate To01.04.2023Periodenddate
Charityname:LittleWillow’sWish
Charityregistrationnumber:1181150
ObjectivesandActivities
| SORP reference |
||
|---|---|---|
| Summaryofthe purposesofthecharity assetoutinits governingdocument |
Para1.17 | Toprovideitems,goodsandfinicalsupporttoeasethe sufferingorassistinthetreatmentandrecoveryof criticallyillchildrenfromacrosstheSouthWestof England. |
| Summaryofthemain activitiesinrelationto thosepurposesforthe publicbenefit,in particular,theactivities, projectsorservices identifiedinthe accounts. |
Para1.17 and1.19 |
Thetrusteeswithinourorganisationcreateanddeliver supplyboxesforfamiliesstayingawayfromhomewhile theirchildreceivescareinhospital.Theseboxesare packedfullofeverydayessentialslikefood,toiletries, washingpowderandmuchmore.Theseareitemsmany familiesdon’thavetimetosourcethemselvesbecause theyareneededattheirchild’sbedsideorsimplycan’t affordthem.Wealsoofferadditionalfinancialsupport forthosefamilieswhorequirehelpwithfoodorfuel expensesthroughourpersonalreferralsystem |
| Statementconfirming whetherthetrustees havehadregardtothe guidanceissuedbythe CharityCommissionon publicbenefit |
Para1.18 | Trusteeswithinourorganisationhavebeenadvised whenrepresentingandrunningourcharitytheymust carryoutourcharity’ spurposesforthepublicbenefit andhaveregardtothecharitycommissionerspublic benefitguidewhenplanningeventsduringtrustee meetings |
Additionalinformation(optional) Youmaychoosetoincludefurtherstatementswhererelevantabout:
SORP reference Grantsaremadeinaccordancewithcharitylaw,our constitutionandthewishesofdonors.Whenmaking grants,weaskforrelevantinformationanddirectfunds Para1.38 towardsareastheytellusaremostinneed.Duringthe Policyongrant year2021-2022,weissuednogrants. making
| Policyonsocial investmentincluding programrelated investment |
Para1.38 | None | ||
| Contributionmadeby volunteers |
Para1.38 | Allourtrustee’ sarevolunteerswithinourorganisation. Dutiesofwhichincludeoptionalvolunteeringat fundraisingevents.Allvolunteeringisunpaidandoftheir ownfreewill.Anyfinancialcontributionsaretreatedasa donationwithnogaintotheindividualmakingthe donation. |
||
| Other | None | |||
| AchievementsandPerformance | ||||
| SORPreference | ||||
| Summaryofthemain achievementsofthecharity, identifyingthedifferencethe charity’sworkhasmadeto thecircumstancesofits beneficiariesandanywider benefitstosocietyasa whole. |
Para1.20 | Duringtheperiodofthisreportourcharity hassuccessfullyfundraisedandsecured fundingtomeetthetargetsfirstoutlinedat thebeginningoftheperiodmakingour operationsviable. Weconsideritagreatachievementthatwe havebeenabletoremainstablethrough suchanunprecedentedtime. Ourcharityhassuccessfullycreatedand delivered42supplyboxes(eachofwhich providesenougheverydayessentialstolast overtheperiodofoneweek)tofamiliesof criticallyillchildren. |
Wealsoachievedalongtermgoalof obtainingourownvehicletotransportthe boxeswesupplysetoutasagoalatthe beginningoftheyear.
Additionalinformation(optional) Youmaychoosetoincludefurtherstatementswhererelevantabout:
| Achievementsagainst objectivesset |
Para1.41 | Ourmainobjectivefortheyearwasto successfullysecureavehicletoallowusto makemoreregularsupplyboxdropsto reachmorefamiliesofcriticallyillchildren. WhichIampleasedtoreportwehavebeen abletodo.Thishasvastlyimprovedhowour charitycreatesanddeliversthesupplyboxes wesend.Thismeanswehavebeenableto providemoreboxesinonetripthenbefore andatmorenecessarytimesratherthen relyingonrentalvans.Thisalsomeanswe havebeenableprovidemoreboxesthen previouslytoo,helpingmorefamiliesand spreadingawarenessofourcause.Ithas alsomeantwehavebeenabletousethevan duringthecreatingprocessoftheboxesfor shopping/collectingtheitemswesendas wellasstreamliningtransportforeventsand fundraisingbyusingonevehicleinsteadof several. |
|---|---|---|
| Performanceoffundraising activitiesagainstobjectives set |
Para1.41 | DuetotheCoronaviruspandemic,wehadto bewearyofourpublic,facetoface fundraisingevents.Instead,ourtrustees restructuredourfundraisingtobecome mostlyvirtualandminimalfacetoface fundraisingeventsinkeepingwithsocial distancing.Oureffortshadtosignificantly increaseinordertostillachieveourtarget outlinedatthebeginningoftheoperational period.Howeverwewerestillableto successfullyachievedthistarget. |
None Investmentperformance againstobjectives Para1.41 None Other
FinancialReview
| FinancialReview | ||
|---|---|---|
| Reviewofthecharity’ s financialpositionattheend oftheperiod |
Para1.21 | Remainsinastrongfinancialpositionwith nofinancialdeficit. |
| Statementexplainingthe policyforholdingreserves statingwhytheyareheld |
Para1.22 | Thereservesourcharityholdisinvestedinto additionalfundraisingactivitiesifneededor allocatedtowardsadditionaloperational costs.Ourreservesareallocatedtowards ourpersonalreferralsystemforfinancialaid asreferralsareunrestrictedandcan fluctuateindemand. |
| Amountofreservesheld | Para1.22 | £500 |
| Reasonsforholdingzero reserves |
Para1.22 | Reservesareheld. |
| Detailsoffundmateriallyin deficit |
Para1.24 | None |
| Explanationofany uncertaintiesaboutthe charitycontinuingasagoing concern |
Para1.23 | Theonlyuncertaintyweface,inmyopinion, isthepossibilityofDisposableincomes reducingduetounemploymentandtherise incostoflivingofourpotentialdonor’sas werelyheavilyonpublicdonations.To overcomethiswecanfocusoureffortsinto securefundingfrombusinesses,grants, fundraisingsponsorshipsandfundraising events. |
Additionalinformation(optional) Youmaychoosetoincludefurtherstatementswhererelevantabout:
| Thecharity’ sprincipal sourcesoffunds (includingany fundraising) |
Thecharity’ sprincipal sourcesoffunds (includingany fundraising) |
Para 1.47 |
Ourmainsourceoffundingisthroughfacetoface fundraisingeventsandindividualsobtainingsponsorships inwaydonations.Howeversomefundraisinghas continuedinwaysofvirtualfundraisinganddonations mainlythroughoursocialmediaplatforms. Muchofourfundingcamefromdonationsandfundraising activitiesatalocalshoppingcentre,AffinityDevon.The centreallowedustobeanexclusivecharityforayear allowingourcollectionpotsandfreespacetoholdevents. AlocalCo-opshopalsoraisedsignificantfundsforusand otherlocalcommunitygroupsinstoreprovidingvaluable fundsandpublicity. Wealsohadsupportfromlocalbusinessesdonatingraffle prizesanddisplayingourcollectionpots. |
|---|---|---|---|
| ThelocalCouncilcommunitygrantalsoawardeduswitha |
ThelocalCouncilcommunitygrantalsoawardeduswitha
| grantfor£300. | ||||
| None | ||||
| Investmentpolicyand | ||||
| objectivesincludingany | ||||
| socialinvestmentpolicy | Para | |||
| adopted | 1.46 | |||
| Oneoftherisksfacingthecharitywouldbenotbeingable | ||||
| tofundraiseenoughtogeneratethefundstooperate | ||||
| sufficientlyandcontinuesustainably.Ifeelconfidentthat | ||||
| Adescriptionofthe | thispossesaminorrisk. | |||
| principalrisksfacingthe | Para 1.46 |
|||
| charity | ||||
| None | ||||
| Other | ||||
Structure,GovernanceandManagement
| Descriptionofcharity’ strusts: |
Reliefofthoseinneed.The preventionorreliefofpoverty. |
|
|---|---|---|
| Typeofgoverningdocument (trustdeed,royalcharter) |
Para 1.25 |
ConstitutionofaCharitable IncorporatedOrganisationwho’sonly votingmembersareitscharity trustees. |
| Howisthecharityconstituted? (e.gunincorporatedassociation,CIO) |
Para 1.25 |
Constitutionofacharitable incorporatedorganisation(CIO). |
| Trusteeselectionmethodsincludingdetails ofanyconstitutionalprovisionse.g.election topostornameofanypersonorbody entitledtoappointoneormoretrustees |
Para 1.25 |
Trusteesareelectedbyexisting votingcharitytrustees. Anytrusteewithaconflictofinterest willbeunabletovoteonanymatters whichrelyupontrusteesmajority decisionorunanimousdecision. |
Additionalinformation(optional) Youmaychoosetoincludefurtherstatementswhererelevantabout:
| Policiesand proceduresadopted fortheinductionand trainingoftrustees |
Para 1.51 |
Allourtrustee’ sarevolunteerswithinourorganisation.Duties ofwhichincludeoptionalvolunteeringatfundraisingevents.All trainingforeventsisgivenpriortoeachindividualevent dependingonitstypeandtheexpectedactivitiesofthe volunteer.Eachtrusteeisgivenacopyofourgoverning documentspriortobecomingatrustee,whichoutlineshis/her powersaswellasproceduresandcompliances.Eachtrustee isaskedtoundertakeannualtrainingprovidedinourhealth andsafetymanagementfolderinregardstoheavylifting,fire safetyect. |
|---|---|---|
| Thecharity’ s organisational structureandany widernetworkwith whichthecharity works |
Para 1.51 |
None. |
| Withinourgroupoftrustees,someofwhicharerelatedtoeach other.Incircumstanceswherethismaybecomeaconflictof interest,oranyothermatter,affectedpartieswillbeunableto |
| Relationshipwith anyrelatedparties Para 1.51 |
voteonanymatterswhichrelyupontrusteesmajoritydecision orunanimousdecisionandbeexemptfromdisclosureto |
||
|---|---|---|---|
| enableunbiasedopinionsandoutcomes. | |||
| None. | |||
| Other | |||
| ReferenceandAdministrativedetails | |||
| Charityname | LittleWillow’ sWish |
||
| Othernamethecharityuses | |||
| Registeredcharitynumber | 1181150 | ||
| Charity’ sprincipaladdress |
5Velatorclose,BrauntonEX332DT | ||
Namesofthecharitytrusteeswhomanagethecharity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trusteename | Office(ifany) | Datesactedifnotforwhole year |
Nameofperson(orbody)entitledto appointtrustee(ifany) |
|---|---|---|---|---|
| TylerJames Maddock |
Foundingmember | |||
| SophieWhiting | CharityChair | Foundingmember | ||
| HollyWhiting | Foundingmember | |||
| DannyWhiting | Foundingmember | |||
| AbigailJennifer Vickery |
Foundingmember | |||
| LaurenElizabeth Johnston |
13.12.2018–03.10.2022 | Foundingmember | ||
| NicolaMarieDunn | Votedinbyalltrustees | |||
| CarolAnneMorgan | Votedinbyalltrustees | |||
| CaraMaryGifford | Votedinbyalltrustee | |||
| ClaireJoanne Hutchings |
Votedinbyalltrustee | |||
– Corporatetrustees namesofthedirectorsatthedatethereportwasapproved
Directorname
Nameoftrusteesholdingtitletopropertybelongingtothecharity
Trusteename Datesactedifnotforwholeyear
Fundsheldascustodiantrusteesonbehalfofothers
Descriptionoftheassets None. heldinthiscapacity Nameandobjectsofthe None. charityonwhosebehalfthe assetsareheldandhowthis fallswithinthecustodian charity’sobjects
Detailsofarrangementsfor None. safecustodyand segregationofsuchassets fromthecharity’sown assets
Additionalinformation(optional)
Namesandaddressesofadvisers(Optionalinformation)
Typeof Name Address adviser Nameofchiefexecutiveornamesofseniorstaffmembers(Optionalinformation)
Exemptionsfromdisclosure
- Reasonfornondisclosureofkeypersonneldetails
None.
Otheroptionalinformation
Declarations
Thetrusteesdeclarethattheyhaveapprovedthetrustees’reportabove.
Signedonbehalfofthecharity’strustees
Signature(s) Fullname(s) SophieWhiting
Position(egSecretary, CharityChair Chair,etc) Date 24.11.2023
----- Start of picture text -----
Charity Name No (if any)
Little Willow's Wish 1181150
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 02.04.2022 01/04/2023
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 5,069 - - 5,069 -
Fundraising / Events 4,912 - - 4,912 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 9,981 ] - - 9,981 -
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 9,981 - - 9,981 -
A3 Payments
Fundraising / Events 511 - - 511 -
Hire - - - - -
Supplies 194 - - 194 -
Financial Aid - - - - -
Fees and services 101 - - 101 -
The main purpose of the charity (Supply
Boxes) 1,175 - - 1,175 -
Rent 2,700 - - 2,700 -
Transport 6,602 - - 6,602 -
- - - - -
Sub total [ 11,283 ] - - 11,283 -
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments [ 11,283 ] - - 11,283 -
Net of receipts/(payments) - 1,302 - - - 1,302 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - 1,302 - - - 1,302 -
----- End of picture text -----
CCXX R1 accounts (SS)
28/11/2023
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Sophie Whiting Tyler James Maddock |
Endowment funds to nearest £ - - - |
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 28.11.2023 28.11.2023 |
CCXX R2 accounts (SS)
28/11/2023
2