Charity Registration No. 1188931 (Englènd & W8lesl THE HANNAH WHrrLEY FOUNDATION CIO TRusfEES' REPORT AND UNAUDITED ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2024
Charity Registration No. 1188931 (England & W8lesl THE HANNAH WHrrLEY FOUNDATION CIO LEGAL AND ADMINISTRATIVE INFORMATION Trustees Nicola Jane Simmons Chelsea Maher Gareth Jones Clare Broomhead Charity Number 1188931 Principal Address Clarke Nicklin LLP 4 Brooks Drive Cheadle Royal Business Park Cheadle Cheshire SK8 3TD
Charity Registration No. 1188931 (England & W8lesl THE HANNAH WHrrLEY FOUNDATION CIO CONTENTS Page Trustee5' report Statement of financial activities Balance Sheet Notes to the accounts
Charity Registration No. 1188931 (England & Wales) THE HANNAH WHrrLEY FOUNDATION CIO TRUSTEES, REPORT FOR THE YEAR ENDED 31 DECEMBER 2024 The trustees present their report and accounts for the year ended 31 Decemter 2024. Theaccounts have prepared in accordancewiththe accounting policies set out in note I to the accounts and comply with the charity'sgoverning d(xument, charitiesArt20118nd the Charity (Accounts and Reports) Regulations 2008. It is also reskKinsible for safeguarding the assets of the Charity and group and hence fc tsking reasonable steps for the prevention and detecb.on of fraud and other irregularib"e5. Struthrei governance and management The Hannah Whijey Foundation CIO Trustees during 2024 Nicola Jane Simmons Chelsea Maher Gareth l)nes Clare Br(x)mhead Obiertives, activities and achievements The Hannah Whidey Foundation CIO was estsblished in April 2020 by Hannah's mother, Nicola Simmors after Hannah passed away in tragic circumstsnces whilst on a dream trip travelling Asia in 2017. Hannahs mum want to offer everyone the chance to participate in yooa acbvities to aid the emotions of orief. TF Hannah Whiuey Foundation CIO believes that yoga is a great healer and therapy to aid in the grievrg process. The objecbves of The Hannah Whidey Foundation CIO as set out in the governing document are.. The relief of persons suffering from sickness ,mentsl or emotional distress including ,but not limited to ,that arising from bereavement through the loss of a person lor anticipated Ioss thereof), throuoh the practi of yc4]a; The preservation and promlion of good health for the public benefit through the practice of yoga. To provide free yoga classes weekly to those suffering from grief, stress and anxiety To provide free yoqa classes weekly al Maoqie's lo those affected by cancer The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake. The charity has continued to run y(YJa classes during the year, which are held weekly at the studio toqether with weekly classes provided at Christie's hospitsl. Some comments by attendees include.. Tt is so om02ing how you just cume into my life ot this moment in time. Ifeel very lucky hoving this s(Jpport to deul with my grief this time round~ "I discovered this very 5peciol founLlution in My councillorfs waitirjg room. Aflyer cuught my eye allLI it was just whut I had been lookingfor. I hudsought coun5ellingfollowing the death of my belovedfuther und I knew that I WU5 goirjg to need something more thun just tolking to See me through."
Charity Registration No. 1188931 (England & Wales) Financial Review The Hannah Whivey Foundation CIO has major funding streams.. public donations and donations frcm class participants. SFending during 2024 has funded the costs of yoga instructors and equipmentto teach our classes as wel as offitt overheads to ensure that the administration of courses is effective and efficient. The charity has £7,497 in cash reserves at the year end. Rlsk Management The trustees have assessed the major risksto which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks. Plans for Future YEAR The Hannah Whidey Foundation CIO will continue to provide free weekly y(a classes and is also continue iys outreaching to the local community. On behalf of the board of trustees Trustee Dated: .........................
Charity Registration No. 1188931 (England & Wales)
Charity Registration No. 1188931 (England)
THE HANNAH WHITLEY FOUNDATION CIO
STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 DECEMBER 2024
| Notes INCOMING RESOURCES Incoming resources from generated funds Donations and legacies 2 Investment income 3 Income resources from charitable activities 4 Total incoming resources RESOURCES EXPENDED 5 Cost of generating funds Costs of generating voluntary income Fundraising trading: costs of goods sold NET INCOMING RESOURCES AVALIABLE Charitable activities Yoga classes Charitable expenditure Governance costs Total resources expended NET MOVEMENT IN FUNDS TOTAL FUNDS BROUGHT FORWARD TOTAL FUNDS CARRIED FORWARD |
Unrestricted Funds 2024 £ 1,976 - 147 |
Total Funds 2024 £ 1,976 - 147 2,123 - - - 2,123 2,688 2,871 - 5,559 (3,436) 10,934 7,497 |
Unrestricted Funds 2023 £ 1,767 - 221 |
Total Funds 2023 £ 1,767 - 221 |
|---|---|---|---|---|
| 2,123 | 1,988 | 1,988 | ||
| - - |
- - |
- - |
||
| - | - | - | ||
| 2,123 2,688 2,871 |
1,988 3,072 2,936 |
1,988 3,072 2,936 |
||
| - | - | - | ||
| 5,559 | 6,008 | 6,008 | ||
| (3,436) | (4,020) | (4,020) | ||
| 10,934 7,497 |
14,953 10,934 |
14,953 10,934 |
3
Charity Registration No. 1188931 (England)
THE HANNAH WHITLEY FOUNDATION CIO
BALANCE SHEET AS AT 31 DECEMBER 2024
| Note FIXED ASSETS Tangible assets 8 CURRENT ASSETS Stock Cash and bank CREDITORS: Amounts due within one year TOTAL ASSETS LESS CURRENT LIABILITIES THE FUNDS OF THE CHARITY Unrestricted funds TOTAL CHARITY FUNDS ON BEHALF OF THE TRUSTEES |
2024 £ - - 7,497 7,497 - 7,497 7,497 7,497 - |
2023 £ 18 185 10,731 |
|---|---|---|
| 10,916 - |
||
| 10,934 | ||
| 10,934 | ||
| 10,934 | ||
| - |
……………………………………………………… Trustee - Miss N Simmons
Date: ……………………………………………..
4
Charity Registration No. 1188931 (England)
THE HANNAH WHITLEY FOUNDATION CIO
NOTES TO THE FINANCIAL STATEMENTS
1 ACCOUNTING POLICIES
Basis of preparation
The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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 (FRS 102) (effective 1 January 2015)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.
Income
All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy.
Resources expended
Expenditure has been charged to the income and expenditure account on the accruals basis. The irrecoverable element of VAT is included with the item of expense to which it relates.
Charitable expenditure comprises these costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Governance costs include those costs associated with meeting constitutional and statutory requirements of the charity and include the fees and costs linked to the strategic management of the
Stock
Stock is valued at the lower of cost and net realisable value.
Tangible fixed assets and depreciation
Tangible fixed assets are stated at cost less depreciation. Depreciation is provided at rates calculated to write off the cost less estimated residual value of each asset over its expected useful life.
Office Equipment 20% Straight line
| 2 DONATIONS AND LEGACIES Donations and gifts 3 INVESTMENT INCOME Interest receivable |
2024 £ 1,976 2023 £ - |
2023 £ |
|---|---|---|
| 1,767 | ||
| 2022 £ |
||
| - |
5
Charity Registration No. 1188931 (England)
THE HANNAH WHITLEY FOUNDATION CIO
NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024
| 4 INCOMING RESOURCES FOR CHARITABLE ACTIVITES Fundraising events Merchandise sales 5 TOTAL RESOURCES EXPENDED Staff costs Costs of generating funds Costs of generating voluntary income Fundraising trading: costs of goods sold Total Charitable activities Activities undertaken directly Charitable expenditure Governance costs - |
4 INCOMING RESOURCES FOR CHARITABLE ACTIVITES Fundraising events Merchandise sales 5 TOTAL RESOURCES EXPENDED Staff costs Costs of generating funds Costs of generating voluntary income Fundraising trading: costs of goods sold Total Charitable activities Activities undertaken directly Charitable expenditure Governance costs - |
Depreciation 18 18 |
Other costs - - |
2024 £ 147 - |
2023 £ 221 - |
|---|---|---|---|---|---|
| 147 | 221 | ||||
| Total 2024 £ - - |
Total 2023 £ - - |
||||
| - 2,688 2,853 - |
- 2,688 2,871 - |
- 3,072 2,936 - |
|||
| - | 5,541 | 5,559 | 6,008 |
6 TRUSTEES
None of the trustees (or any persons connected with them) received any remuneration during the year.
6
Charity Registration No. 1188931 (England)
THE HANNAH WHITLEY FOUNDATION CIO
NOTES TO THE FINANCIAL STATEMENTS
7 EMPLOYEES
| Number of employees | 2024 | 2023 | ||
|---|---|---|---|---|
| The average monthly number of employees during the year was: | - | - |
| Employment Costs Wages and salaries Social security costs |
- - |
- - |
|---|---|---|
| - | - |
There were no employees whose annual remuneration was £60,000 or more.
| 8 TANGIBLE FIXED ASSETS Cost Disposals Additions At 31 December 2023 Depreciation Eliminated on disposal Charge for the period At 31 December 2023 Net Book Value At 31 December 2023 |
Office Equipment £ 98 - - 98 60 - 38 98 |
Total £ 98 - - |
|---|---|---|
| 98 | ||
| 60 - 38 |
||
| 98 | ||
| - | - |
7