## **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**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Sophie Whiting|**7/8/2024**| |||Tyler James Maddock|**7/8/2024**|