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