2025-04-05-accounts

CHARITY REGISTRATION NUMBER: 1183645

The Will Garvey Trust Foundation Unaudited Financial Statements

31 March 2025

The Will Garvey Trust Foundation

Financial Statements

Year ended 31 March 2025

	Page
Trustees' annual report	1
Independent examiner's report to the trustees	7
Statement of financial activities	8
Statement of financial position	9
Notes to the financial statements	10
The following pages do not form part of the financial statements
Detailed statement of financial activities	16

The Will Garvey Trust Foundation

Trustees' Annual Report

Year ended 31 March 2025

The trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2025.

Reference and administrative details

Registered charity name The Will Garvey Trust Foundation Charity registration number 1183645 Principal office 1 Newdigate Street West Hallam Ilkeston DE7 6GZ The trustees K Garvey P Jackson I P Eckloff H Vickers H Trueman K Edwards J Cook J Garvey B Murdoch Independent examiner WKM Accountancy Services Castledine House 5 Heanor Road Ilkeston Derbyshire DE7 8DY

1

The Will Garvey Trust Foundation

Trustees' Annual Report (continued)

Year ended 31 March 2025

Structure, governance and management

The Will Garvey Trust Foundation (WTF) has a constitution. WTF is a Charitable Incorporated Organisation and became a registered charity in May 2019.

Trustees were appointed in the first instance by putting themselves forward, and receiving two nominations from within the group. Trustees are appointed on a three-year tenure. At each AGM a Trustee can be nominated and seconded by other Trustees to continue in the post for a further three years.

We now have a Trustee Declaration form which all trustees must sign and abide by for the 3 year tenure of the post. Trustees must also complete the 'Conflict of Interest' record.

We have successfully appointed a Chair, Safeguarding Lead, Volunteer Co-ordinator, Care Pack Coordinator as outlined above.

Objectives and activities

The Will Garvey Trust Foundation exists to preserve and protect the mental health of individuals, their families and friends impacted by suicide and mental health conditions, including those individuals who are at risk of suicide, but not exclusively through:

A) The provision of support/signposting, financial assistance, education and advice;

B) Increasing awareness of mental health issues and suicide by engaging with the local community including schools and other organisations;

C) Educating professionals and promoting good practice when discussing suicide and mental health issues with individuals, their families and friends.

2

The Will Garvey Trust Foundation

Trustees' Annual Report (continued)

Year ended 31 March 2025

Achievements and performance

During the year 2024-2025, the COED and Board of Trustees has ensured that the services delivered have been of the highest quality and developing relationships with key partners has been integral to this success.

We appointed a new Chair of Trustees, Jodie Cook, who comes with vast experience in mental health as well as many years' experience as a trustee ad Chair of other organisations. The application process was as follows: an application form completed, invited for interview with the COED and one other trustee. References sought.

Becky Murdoch and Joanna Garvey stepped down from their roles as trustees and we appointed three new trustees, one of whom is 23 years old. The trustees completed an application form and met with the COED and Chair in informal interview to discuss their roles and contribution. As one of the newly appointed trustees is 23 we have appointed a mentor to support him through the first year of the role, and further should this be required (though he does have considerable experience as trustee of a local charity).

We have appointed a new Safeguarding Lead. The post was advertised as a voluntary position, an application form completed, interview and references sought.

We also appointed a Volunteer Co-ordinator and admin support who manage the induction process for new volunteers and we have a single central record for all data stored within the parameters of our GDPR policy.

We have recognised that our appointment process needs to be improved and we plan to formalise this process in the next 12 months. There has been increasing interest in becoming a Trustee with WTF and we need to ensure our processes are robust, equitable, and safe. We will produce an induction park for Trustees in the next 12 months.

Here is a summary of the activities taken place in relation to the public benefit and our goals and objectives:

A) The provision of support/signposting, financial assistance, education and advice

Website

The WTF website is managed by one of our trustees and he has been supported by an intern from Nottingham Trent University. We continue to update resources on the Help Me pages so they offer the most up to date and reliable advice. Young volunteers support this process. The pop up on the opening of the website continues to provide direct access to emergency support and advice before entering the website itself. In a recent review of the website with young people, they commented this was a useful addition to the website.

Over 319 updates have been in the year 2024-25. The number of Facebook users has increased to over 600. And we have much greater alignment between Facebook and our other social media platforms.

Wellbeing libraries

We added four new settings to our Wellbeing Library portfolio. This means that a significant number of young people now have easy access to the information they need in the place they spend most of their

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The Will Garvey Trust Foundation

Trustees' Annual Report (continued)

Year ended 31 March 2025

time - at school. This also means that as part of the Wellbeing Library project, WTF is able to talk with greater numbers of young people about the project, and how it can be improved.

This year we have begun our Youth Voice project which aims to garner up to date views from young people about their views on mental health provision and what changes they would like to see made. We expect this process to continue until the end of the academic year 2026. Once the results have been analysed, we aim to share the results with the Suicide Prevention Team for Derby and Derbyshire and to implement any activities that are within our capacity and within the scope of our charitable aims stated in our constitution.

Wellbeing Care Packs

The care pack includes a range of toiletries, a personal item, and relevant resources and is delivered to vulnerable young people, or those experiencing a challenging time.

Referrals are made through our partner organisations: CAP (Christians Against Poverty), EMA Training, and we also now partner with the Young People's Social Prescribers in Erewash and Amber Valley. We have appointed a volunteer co-ordinator to liaise with our partner organisations and to ensure those who need it most benefit from the project.

The care pack project is very much needed and the response from recipients, and those who care for them, has been very positive.

We delivered 33 care packs this year.

We are planning to expand this project to our partner schools, once we are able to increase capacity.

B) Increasing awareness of mental health issues and suicide by engaging with the local community including schools and other organisations;

WTF continues to build on existing partnerships to offer a wider range of workshops and talks.

We have added the following schools and organisations to the list:

• " Long Eaton School

• " Wilsthorpe School

• " Ilkeston Ormiston Academy

• " Erewash Rotary Club

• " St John Ambulance

• " Umbrella

• " Derby College (The Roundhouse, and Joseph Wright sites)

• " Esteem staff CPD

• " DW Collaborative

Workshops and talks now cover; anxiety, bereavement, exam stress, mental health awareness, and self-care. We also deliver secondary staff with training which examines the need for improvement within each school, current provision, and how improvement might be made within their setting.

The feedback from the WTF Wellbeing Workshops continues to be overwhelmingly positive: over 97% of participants strongly agree that the workshops were helpful, relevant, and engaging, and 97% strongly agree they would recommend the workshop to their friends or colleagues.

We continue to work within our local community at a range of events including:

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The Will Garvey Trust Foundation

Trustees' Annual Report (continued)

Year ended 31 March 2025

• " 5k Memorial Run

• " Baton of Hope

• " Bilborough College MH Week & Volunteer week

• " CAHMS MH Awareness Day

• " Charity Football Match at Ilkeston Town FC

• " Charity Race Night

• " Quiz nights

• " Well dressing

• " Winter Ball

• " Derby Pride

In expanding the range of events we host and attend ensures that we are able to reach greater numbers of people who may be in need of our support, or who are needing signposting to other local services. Building 'talking communities' is at the heart of what we do and attending and hosting events enables this to happen.

We continue to attend various meetings that focus on mental health and wellbeing in Derbyshire (Erewash Children and Young People's Mental Health and Emotional Wellbeing Network, Derbyshire Mental Health Forum, for example) and have added DW Collaborative.

C) Educating professionals and promoting good practice when discussing suicide and mental health issues with individuals, their families and friends.

12 volunteers attended Induction training in January and learned about:" Mental health awareness

" Roles and responsibilities

• " Safeguarding

• " WTF: its vision and mission

8 volunteers attended 2 day Mental Health First Aid Training delivered by MHFA which allows us to provide at least one Mental Health First Aider at every event we host or attend.

Understanding our role and the public benefit

All trustees have read and understand the Charity Commission guidance on public benefit.

All trustees have completed Safeguarding training provided by SAFE and 'Understanding the role of Trustees' provided by NCVO.

5

The Will Garvey Trust Foundation

Trustees' Annual Report (continued)

Year ended 31 March 2025

Financial review

Our Reserves Policy states that we will always hold at least 6 months' 'Core Expenditure', plus any exceptional items of expenditure, in reserve at all times. This is reviewed every quarter and reported to the board of Trustees. The aim of our Reserves Policy is to ensure that WTF has money in reserve to cover emergencies, unexpected events, and loss of income.

The unaudited Trustee's Report and Accounts to 31st March 2025 showed: - Cash held at 1st April 2024: £28,180.72 Cash held at 31st March 2025: £23,401.19 (Unrestricted Funds £19,042.23 and Restricted Funds £4,358.96)

The trustees' annual report was approved on 20 January 2026 and signed on behalf of the board of trustees by:

Kevin Edwards Treasurer

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The Will Garvey Trust Foundation

Independent Examiner's Report to the Trustees of The Will Garvey Trust Foundation

Year ended 31 March 2025

I report to the trustees on my examination of the financial statements of The Will Garvey Trust Foundation ('the charity') for the year ended 31 March 2025.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

2. the financial statements do not accord with those records; or

3. the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Mariah Tompkins WKM Accountancy Services Independent Examiner

Castledine House 5 Heanor Road Ilkeston Derbyshire DE7 8DY

20 January 2026

7

The Will Garvey Trust Foundation

Statement of Financial Activities

Year ended 31 March 2025

			2025		2024
		Unrestricted	Restricted
		funds	funds	Total funds	Total funds
	Note	£	£	£	£
Income and endowments
Donations and legacies	4	7,499	5,250	12,749	4,343
Charitable activities	5	1,647	–	1,647	47
Other trading activities	6	12,676	–	12,676	22,614
		-	-	-	-
Total income		21,822	5,250	27,072	27,004
		=	=	=	=
Expenditure
Expenditure on raising funds:
Costs of other trading activities	7	9,531	6,441	15,971	6,284
Expenditure on charitable activities	8,9	12,169	–	12,169	16,805
		-	-	-	-
Total expenditure		21,700	6,441	28,140	23,089
		=	=	=	=
		-	-	-	-
Net (expenditure)/income and net
movement in funds		122	(1,191)	(1,068)	3,915
		=	=	=	=
Reconciliation of funds
Total funds brought forward		27,735	–	27,735	22,977
		-	-	-	-
Total funds carried forward		27,857	(1,191)	26,666	26,892
		=	=	=	=

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 10 to 15 form part of these financial statements.

8

The Will Garvey Trust Foundation

Statement of Financial Position

31 March 2025

		2025	2024
	Note	£	£
Fixed assets
Tangible fixed assets	14	1,748	1,824
Current assets
Debtors	15	1,758	–
Cash at bank and in hand		23,401	28,180
		-	-
		25,159	28,180
Creditors: amounts falling due within one year	16	240	3,112
		-	-
Net current assets		24,919	25,068
		-	-
Total assets less current liabilities		26,667	26,892
		-	-
Net assets		26,667	26,892
		=	=
Funds of the charity
Restricted funds		(1,191)	–
Unrestricted funds		27,857	26,892
		-	-
Total charity funds	17	26,666	26,892
		=	=

These financial statements were approved by the board of trustees and authorised for issue on 20 January 2026, and are signed on behalf of the board by:

Kevin Edwards Treasurer

The notes on pages 10 to 15 form part of these financial statements.

9

The Will Garvey Trust Foundation

Notes to the Financial Statements

Year ended 31 March 2025

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is 1 Newdigate Street, West Hallam, Ilkeston, DE7 6GZ, Derbyshire.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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 (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. Its financial statements are consolidated into the financial statements of (enter name of group financial statements) which can be obtained from (enter detail). As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

10

The Will Garvey Trust Foundation

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

• income from donations or grants is recognised when there is evidence of entitlement to the gift, receipt is probable and its amount can be measured reliably.

• legacy income is recognised when receipt is probable and entitlement is established.

• income from donated goods is measured at the fair value of the goods unless this is impractical to measure reliably, in which case the value is derived from the cost to the donor or the estimated resale value. Donated facilities and services are recognised in the accounts when received if the value can be reliably measured. No amounts are included for the contribution of general volunteers.

• income from contracts for the supply of services is recognised with the delivery of the contracted service. This is classified as unrestricted funds unless there is a contractual requirement for it to be spent on a particular purpose and returned if unspent, in which case it may be regarded as restricted.

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

• expenditure on raising funds includes the costs of all fundraising activities, events, noncharitable trading activities, and the sale of donated goods.

• expenditure on charitable activities includes all costs incurred by a charity in undertaking activities that further its charitable aims for the benefit of its beneficiaries, including those support costs and costs relating to the governance of the charity apportioned to charitable activities.

• other expenditure includes all expenditure that is neither related to raising funds for the charity nor part of its expenditure on charitable activities.

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

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The Will Garvey Trust Foundation

Notes to the Financial Statements (continued)

Year ended 31 March 2025

3. Accounting policies (continued)

Tangible assets (continued)

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Fixtures and fittings	-	20% reducing balance
Equipment	-	20% reducing balance

4. Donations and legacies

	Unrestricted	Restricted	Total Funds
	Funds	Funds	2025
	£	£	£
Donations
Donations	6,927	–	6,927
Gifts
Gifts type 1	572	–	572
Grants
Grants	–	5,250	5,250
	-	-	-
	7,499	5,250	12,749
	=	=	=
	Unrestricted	Restricted	Total Funds
	Funds	Funds	2024
	£	£	£
Donations
Donations	–	–	–
Gifts
Gifts type 1	–	–	–
Grants
Grants	4,343	–	4,343
	-	-	-
	4,343	–	4,343
	=	=	=

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The Will Garvey Trust Foundation

Notes to the Financial Statements (continued)

Year ended 31 March 2025

5. Charitable activities

		Unrestricted	Total Funds	Unrestricted	Total Funds
		Funds	2025	Funds	2024
		£	£	£	£
	Other income	1,586	1,586	47	47
	Other income - Interest	61	61	–	–
		-	-	-	-
		1,647	1,647	47	47
		=	=	=	=
6.	Other trading activities
		Unrestricted	Total Funds	Unrestricted	Total Funds
		Funds	2025	Funds	2024
		£	£	£	£
	Fundraising events	12,676	12,676	22,614	22,614
		=	=	=	=
7.	Costs of other trading activities
			Unrestricted	Restricted	Total Funds
			Funds	Funds	2025
			£	£	£
	Purchases		2,303	6,441	8,743
	Event costs		7,228	–	7,228
			-	-	-
			9,531	6,441	15,971
			=	=	=
			Unrestricted	Restricted	Total Funds
			Funds	Funds	2024
			£	£	£
	Purchases		2,125	–	2,125
	Event cost		4,159	–	4,159
			-	-	-
			6,284	–	6,284
			=	=	=
8.	Expenditure on charitable activities by fund type
		Unrestricted	Total Funds	Unrestricted	Total Funds
		Funds	2025	Funds	2024
		£	£	£	£
	Activity type 1	12,169	12,169	16,805	16,805
		=	=	=	=
9.	Expenditure on charitable activities by activity type
			Activities
			undertaken	Total funds	Total fund
			directly	2025	2024
			£	£	£
	Activity type 1		12,169	12,169	16,805
			=	=	=

13

The Will Garvey Trust Foundation

Notes to the Financial Statements (continued)

Year ended 31 March 2025

10. Net (expenditure)/income

	Net (expenditure)/income is stated after charging/(crediting):
		2025	2024
		£	£
	Depreciation of tangible fixed assets	415	456
		=	=
11.	Independent examination fees
		2025	2024
		£	£
	Fees payable to the independent examiner for:
	Independent examination of the financial statements	240	–
		=	=
12.	Staff costs

The total staff costs and employee benefits for the reporting period are analysed as	The total staff costs and employee benefits for the reporting period are analysed as	follows:
	2025	2024
	£	£
Wages and salaries	6,631	7,680
Social security costs	–	3,480
	-	-
	6,631	11,160
	=	=

The average head count of employees during the year was 1 (2024: 1).

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

13. Trustee remuneration and expenses

During the year, J Garvey (trustee) received remuneration of £6,631.25(prior year: £7,680.00) for services provided to the charity. The payment was made in accordance with the charity's governing document and was considered reasonable and in the best interests of the charity.

14. Tangible fixed assets

	Fixtures and
	fittings	Equipment	Total
	£	£	£
Cost
At 1 April 2024 and 31 March 2025	1,714	2,909	4,623
	=	=	=
Depreciation
At 1 April 2024	813	1,647	2,460
Charge for the year	163	252	415
	-	-	-
At 31 March 2025	976	1,899	2,875
	=	=	=
Carrying amount
At 31 March 2025	738	1,010	1,748
	=	=	=
At 31 March 2024	901	1,262	2,163
	=	=	=

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The Will Garvey Trust Foundation

Notes to the Financial Statements (continued)

Year ended 31 March 2025

15.	Debtors
				2025	2024
				£	£
	Prepayments and accrued income			1,258		–
	Other debtors			500		–
				-		-
				1,758		–
				=		=
16.	Creditors: amounts falling due within	one year
				2025	2024
				£	£
	Accruals and deferred income			240		–
	Social security and other taxes			–	1,080
	Other creditors - desc in a/cs			–	446
	Other creditors			–	1,586
				-		-
				240	3,112
				=		=
17.	Analysis of charitable funds
	Unrestricted funds
						At
		At			31 March	20
		1 April 2024	Income	Expenditure		25
		£	£	£	£
	General funds	27,735	21,822	(21,700)	27,857
		=	=	=		=
						At
		At			31 March	20
		1 April 2023	Income	Expenditure		24
		£	£	£	£
	General funds	22,977	27,004	(23,089)	26,892
		=	=	=		=
	Restricted funds
						At
		At			31 March	20
		1 April 2024	Income	Expenditure		25
		£	£	£	£
	Restricted Fund	–	5,250	(6,441)	(1,191)
		=	=	=		=
						At
		At			31 March	20
		1 April 2023	Income	Expenditure		24
		£	£	£	£
	Restricted Fund	–	–	–		–
		=	=	=		=

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The Will Garvey Trust Foundation

Detailed Statement of Financial Activities

Year ended 31 March 2025

	2025	2024
	£	£
Income and endowments
Donations and legacies
Donations	6,927	–
Gift Aid	572	–
Grants	5,250	4,343
	-	-
	12,749	4,343
	-	-
Charitable activities
Other income	1,586	47
Other income - Interest	61	–
	-	-
	1,647	47
	-	-
Other trading activities
Fundraising events	12,676	22,614
	-	-
	-	-
Total income	27,072	27,004
	=	=
Expenditure
Costs of other trading activities
Purchases	8,743	2,125
Event costs	7,228	4,159
	-	-
	15,971	6,284
	-	-
Expenditure on charitable activities
Wages and salaries	6,631	7,680
Employer's NIC	–	3,480
Rent	275	–
Insurance	129	744
Legal and professional fees	240	–
Other office costs	2,059	660
Depreciation	415	456
Training	920	1,285
Subscriptions & licences	247	951
Advertising	824	713
Travel expenses	–	115
General Expenses	354	67
Computer expenses	–	443
Bank charges	75	211
	-	-
	12,169	16,805
	-	-
	-	-
Total expenditure	28,140	23,089
	=	=

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The Will Garvey Trust Foundation

Detailed Statement of Financial Activities (continued)

Year ended 31 March 2025

	2025	2024
	£	£
	-	-
Net (expenditure)/income	(1,068)	3,915
	=	=

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