Trustees’ Annual Report for the period
From 02.04.2023 Period start date To 01.04.2024 Period end date
Charity name: Little Willow’s Wish
Charity registration number: 1181150
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide items, goods and finical support to ease the suffering or assist in the treatment and recovery of critically ill children from across the South West of England. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The trustees within our organisation create and deliver supply boxes for families staying away from home while their child receives care in hospital. These boxes are packed full of everyday essentials like food, toiletries, washing powder and much more. These are items many families don’t have time to source themselves because they are needed at their child’s bedside or simply can’t afford them. We also offer additional financial support for those families who require help with food or fuel expenses through our personal referral system. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees within our organisation have been advised when representing and running our charity they must carry out our charity’s purposes for the public benefit and have regard to the charity commissioners public benefit guide when planning events during trustee meetings. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Grants are made in accordance with charity law, our constitution and the wishes of donors. When making grants, we ask for relevant information and direct funds towards areas they tell us are most in need. During the year 2023-2024, we issued 3 grants in form of financial aid. |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | All our trustee’s are volunteers within our organisation. Duties of which include optional volunteering at fundraising events. All volunteering is unpaid and of their own free will. Any financial contributions are treated as a donation with no gain to the individual making the donation. |
| Other | N/A |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During the period of this report our charity has successfully fundraised and secured funding to meet the targets first outlined at the beginning of the period making our operations viable. We consider it a great achievement that we have been able to remain stable through such an unprecedented time. Our charity has successfully created and delivered 42 supply boxes (each of which provides enough every day essentials to last over the period of one week) to families of critically ill children. We have been lucky enough to have Celebrated 5 years as a registered charity this year. To commemorate the occasion we the trustees set out for it to be our biggest year to date. We held bigger events to maximise fundraising and promote our cause. Our most successful events being ‘walk for willow’ which encouraged people to walk 100 miles throughout the month of April and our first ever ‘murder mystery night’ which brought community together to enjoy an evening of good food and theatre. Beyond individual beneficiaries, the charity’s work inspires community involvement, strengthened support networks around us with collaborations with other local groups and highlights the power of kindness, creating a ripple effect that promoted empathy and generosity across our local community. |
Additional information (optional)
| You may choose to include further statements | You may choose to include further statements | where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | All objectives were successfully met and throughout the year we exceeded expectations and targets set out at the beginning of the financial period. Our aims were to reach more families in need of our help, increase public awareness and promote our cause and deliver a sustainable financial position. All of which were achieved and delivered before the end of the period outlined. Little Willow’s Wish trustees went above and beyond in every way possible to ensure this year was a huge success and definitely one to remember. Our team are incredibly proud of our achievements and it has shown we can do more then we thought imaginable. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Each and every fundraising activity this year has been a huge success, far exceeding our projections. We stepped out of our comfort zone in a bid to celebrate 5 years as a registered charity and aimed to the top in everything we did. Hard work, determination and team work paid off to make the year very successful in multiple areas. This also enabled us to get a head start for the next year as well which enabled security as well as ambition to keep up momentum. |
| Investment performance against objectives |
Para 1.41 | N/A |
| Other | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Remains in a strong financial position with no financial deficit. This financial period has seen Little Willow’s Wish succeed in having the strongest financial year since becoming a registered charity, achieving 160% of the necessary target for financial stability and to meet its financial obligations. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The reserves our charity hold is invested into additional fundraising activities if needed or allocated towards additional operational costs. Our reserves are allocated towards our personal referral system for financial aid as referrals are unrestricted and can fluctuate in demand. |
| Amount of reserves held | Para 1.22 | £500 |
|---|---|---|
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | No deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | The only uncertainty we face, in my opinion, is the possibility of Disposable incomes reducing due to unemployment and the rise in cost of living of our potential donor’s as we rely heavily on public donations. To overcome this we can focus our efforts into secure funding from businesses, grants, fundraising sponsorships and fundraising events. Is has been a concern for some time, however we continue to find ways around it and prove these concerns are minimal while still remaining aware and prepared. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our main source of funding is through face to face fundraising events and individuals obtaining sponsorships in way donations. However some fundraising has continued in ways of virtual fundraising and donations mainly through our social media platforms. Tesco also issued a significant grant for us and other local community groups in store providing valuable funds and publicity through the Tesco blue token scheme. We also had support from local businesses donating raffle prizes and displaying our collection pots. This year consisted of a huge support from the local community. From community groups, schools and local businesses to local event management letting us switch on the town Christmas lights and partake in the town Carnival. We have been overwhelmed by the community’s efforts to help support our cause and assist in generating funds. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | One of the risks facing the charity would be not being able to fundraise enough to generate the funds to operate sufficiently and continue sustainably while meeting our financial obligations. I feel confident that this posses a minor risk. To ensure all financial risks are considered, Little Willow’s Wish conducts an annual financial risk assessment in which all |
trustees are responsible for. None Other
Structure, Governance and Management
| Description of charity’s trusts: |
Relief of those in need. The prevention or relief of poverty. |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution of a Charitable Incorporated Organisation who’s only voting members are its charity trustees. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Constitution of a charitable incorporated organisation (CIO). |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are elected by existing voting charity trustees. Any trustee with a conflict of interest will be unable to vote on any matters which rely upon trustees majority decision or unanimous decision. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | All our trustee’s are volunteers within our organisation. Duties of which include optional volunteering at fundraising events. All training for events is given prior to each individual event depending on its type and the expected activities of the volunteer. Each trustee is given a copy of our governing documents prior to becoming a trustee, which outlines his/her powers as well as procedures and compliances. Each trustee is asked to undertake annual training provided in our health and safety management folder in regards to heavy lifting, fire safety ect. Information is also made available to each trustee in regards to commission policies such as ‘public benefit’ and ‘know your donor’s’. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | Little Willow’s Wish organisational structure consists of a board of trustees each responsible for the management and general operations of the charity. One member of the trustees is appointed Charity Chair form whom is responsible for day to day activities and team leadership. In terms of a wider network, Little Willow’s Wish works along side‘Ronald McDonald |
| houses’ which help us distribute our supply boxes to those in need and help us to identify beneficiaries who require a more tailored support. |
||
|---|---|---|
| Relationship with any related parties |
Para 1.51 | Within our group of trustees, some of which are related to each other or know each other on a personal capacity. In circumstances where this may become a conflict of interest, or any other matter, affected parties will be unable to vote on any matters which rely upon trustees majority decision or unanimous decision and be exempt from disclosure to enable unbiased opinions and outcomes. |
| Other | None |
Reference and Administrative details
| Charity name | Little Willow’s Wish |
|---|---|
| Other name the charity uses | Little Willow’s Wish Charity |
| Registered charity number | 1181150 |
| Charity’s principal address | 5 Velator Close, Braunton, North Devon, England EX332DT |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Tyler James Maddock |
Founding member | |||
| Sophie Maddock | CharityChair | Foundingmember | ||
| HollyWhiting | Foundingmember | |||
| Dannywhiting | Foundingmember | |||
| Abigail Jennifer Vickery |
Founding member | |||
| Nicola Marie Dunn | Voted in byall | |||
| Claire Joanne Hutchings |
Voted in by all | |||
| Cara MaryGifford | Voted in byall | |||
| Carol Anne Morgan | Voted in byall | |||
15 16 17 18 19 20
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
None None None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
|
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Sophie Maddock Position (eg Secretary, Charity Chair Chair, etc) Date 11.12.2024
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 4/2/2023 4/1/2024
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 7,143 Fundraising/ Events 9,079 - - - - - - 16,222 - - Sub total - Total receipts 16,222 A3 Payments Fundraising/ Events 2,064 Hire - Supplies 32 Financial Aid 250 Fees and services 494 1,171 Rent 2,848 Transport 1,355 Sub total 8,214 - - Sub total - Total payments 8,214 Net of receipts/(payments) 8,008 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 8,008 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). The main purpose of the charity (Supply Boxes) A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 7,143 9,079 - - - - - - 16,222 - - - 16,222 2,064 - 32 250 494 1,171 2,848 1,355 - 8,214 - - - 8,214 8,008 - - 8,008 |
Last year to the nearest £ |
| - - - - - - - - - |
7,143 | - | ||
| 9,079 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 16,222 | - | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 16,222 | - | ||
| - - - - - - - - - - |
2,064 | - | ||
| - | - | |||
| 32 | - | |||
| 250 | - | |||
| 494 | - | |||
| 1,171 | - | |||
| 2,848 | - | |||
| 1,355 | - | |||
| - | - | |||
| 8,214 | - | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 8,214 | - | ||
| - | - - - - |
8,008 | - | |
| - | - | - | ||
| - | - | - | ||
| - | 8,008 | - |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Sophie Whiting Tyler James Maddock Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
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| - | |||
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| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| Sophie Whiting | 7/8/2024 | ||
| Tyler James Maddock | 7/8/2024 |