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2024-03-31-accounts

ANNUAL REPORT 2023-24

ALFIESWISH.ORG.UK

CONTENTS

2 ALFIE’S WISH ANNUAL REPORT 2023-24

MESSAGE FROM THE FOUNDERS

As we look back over the past year, we are incredibly proud of the strides Alfie’s Wish has made and how much our charity continues to grow. Our mission has always been to support families facing the unimaginable challenge of a child’s cancer diagnosis, and we know how overwhelming this can be—especially during a cost-of-living crisis.

For families grappling with hospital visits, treatments, and the daily emotional toll of caring for a sick child, the opportunity to create cherished memories can often fall to the bottom of the priority list. The stress of juggling hospital life with everyday responsibilities, all while worrying about finances, can leave families physically, mentally, and emotionally drained.

This is where Alfie’s Wish steps in. We are dedicated to tipping the balance, helping families not only survive these difficult times but also find moments of joy, connection, and memorymaking along the way. We’ve seen firsthand the profound impact these experiences have on children and their loved ones, and it’s why we do what we do. In the face of uncertainty, making memories becomes even more precious—because when your child has cancer, every day is important.

Thanks to the incredible generosity of our supporters, we’ve been able to continue this vital work. Whether through donations, fundraising, or simply spreading awareness, your help is invaluable. Together, we are making a real difference for families who need it most, and for that, we are deeply grateful.

The Founders of Alfie’s Wish

James & Charlotte Butler (Alfie’s Parents)

3 ALFIE’S WISH ANNUAL REPORT 2023-24

VISION AND MISSION

4 ALFIE’S WISH ANNUAL REPORT 2023-24

HIGHLIGHTS AND SUCCESSES

This report covers the period April 2023 to March 2024. During the year we received 159 referrals (up from 129 referrals 2022-23). We arranged 141 special experiences for families living with cancer (up from 131 2022-23). The top memory-making locations continue to be theatre shows, zoo visits and major theme parks and attractions.

5 ALFIE’S WISH ANNUAL REPORT 2023-24

PRIORITIES

Alfie’s Wish was formed with the simple goal of making memories. Helping families through their darkest hours by enabling them to create moments of happiness.

6 ALFIE’S WISH ANNUAL REPORT 2023-24

PRIORITY 1 MAKING MEMORIES

It’s why we’re here

Helping families living with cancer create magical memories through experiences at a range of attractions and events.

Alfie’s Wish exists to support as many families as possible.

So far, we’ve been able to fund and support the ever-growing number of referrals received.

Since our beginnings in 2020, we have received over 300 referrals and provided support to over 275 families from across the country. Whilst most referrals originate from London and the Southeast, Alfie’s Wish has a national footprint which takes in referrals from Plymouth to Liverpool, Manchester to Newcastle.

Our families have visited top attractions such as Legoland, Warner Brothers Studio, various London theatres, Alton Towers, zoos and safari parks across the country – to name just a few.

What it means to our families…

7 ALFIE’S WISH ANNUAL REPORT 2023-24

PRIORITY 2 PROFILE RAISING

A strong profile is essential for our continuing success

Raising our profile is important because it helps raise awareness of childhood cancer and the work we do to help families living with it. A strong profile helps to:

Funders - grow relationships with existing funders and to develop new ones.

General public - raise the awareness of childhood cancer and the work we are doing to help.

Beneficiaries - helps spread the positive messages received from families we’ve supported and connect us with future beneficiaries.

Supporters - inspire current supporters and attract new ones.

Profile raising actions

Relationship building – it has been a busy year in terms of developing new relationships. Cultivating new charity partners, and ever-growing army of fundraising volunteers, new business networks and collaborative events with other cancer charities.

Corporate partnerships present a new and developing area to explore in future. We were extremely proud to work with our first partner this year. Their efforts throughout the year and the Spinnaker Tower abseil event really showcased the power of corporate collaboration.

Our website and social media channels continue to develop and are seen as integral elements of our approach to grow our presence and raise awareness.

Visual identity – we managed to forge a partnership with new merchandise partners – The So Studio - during the year. It was also a watershed moment when our new mascot was unveiled in March 2024. Wishy (pictured on page 5) was an instant hit and does an effective job of putting smiles on faces and raising the charity’s profile.

8 ALFIE’S WISH ANNUAL REPORT 2023-24

PRIORITY 3 A SECURE FUTURE

Creating a sustainable outlook

Cancer isn’t going away anytime soon. We want to put Alfie’s Wish on a sound footing so we can create memories and help families today, tomorrow, and well into the future.

People

Our volunteers and helpers are at the heart of everything we do. We understand that to grow and develop, we need to cultivate a growing network of volunteers and supporters to help us achieve our aims. This was a priority last year and it remains so now.

Leadership

The board of trustees meet quarterly along with the Operational Manager to ensure that charity activity is progressing as planned, that new challenges are addressed and opportunities identified and that all regulatory obligations are met.

During the year, the Operational Manager post became full time having previously been part time. This was in response to growth in all aspects of operations – referrals, funded activities and fundraising events.

This year there has been much work in policy development and refining operational procedures. This work puts the charity on a sound footing both now and into the future.

Finances

The leadership team regularly review the financial position to ensure our pipeline of referral and funded activity are in alignment with our fundraising activities and reserves.

We can moderate our activities such that this balance is soundly maintained.

A robust reserves policy means we always have enough to cover the most challenging of circumstances. The maintenance of these reserves in the face of fluctuating financial winds also reflects good financial management.

9 ALFIE’S WISH ANNUAL REPORT 2023-24

FUTURE PLANS

Opportunities

Challenges

10 ALFIE’S WISH ANNUAL REPORT 2023-24

OUR TRUSTEES AND KEY

PERSONNEL

Our key personnel comprise Trustees, management, and our crucial army of volunteers.

TRUSTEES AND OPERATIONAL MANAGEMENT

During the year the following Trustees continued to serve on the Board and there were no Trustee changes. In January 2024, the operational manager post changed from part-time to full-time. All Trustees and charity management have due regard for the Charity Commission’s public benefit guidance.

11 ALFIE’S WISH ANNUAL REPORT 2023-24

FUNDRAISING HIGHLIGHTS

Events

A multitude of events and contributions defined a vibrant fundraising year. Some highlights are presented below. We take this opportunity to thank all our fundraisers – we could not make memories without you.

April 2023: The ABP Southampton marathon, the Paris marathon and the London marathon helped raise over £10,000.

June 2023: Our first ‘adrenaline’ event saw brave fundraisers abseil down the Spinnaker tower in Portsmouth. Our charity partner helped raise £13,000.

July 2023: We hosted our 2[nd] Golf Day at the Ampfield golf club. A staggering £20,000 was raised.

August 2023: Hedge End Rangers under 9’s chose Alfie’s Wish as kit sponsors.

September 2023: Childhood cancer awareness month. We joined eight other local children’s cancer charities and held our first ‘Charities Unite’ event. Romsey Chamber of Commerce chose us as their nominated charity.

January 2024: We appointed a full time Operational Manager.

March 2024: We did a Parkrun takeover at Romsey Ganger Farm. This month also saw the arrival of ‘Wishy’ our hotly anticipated mascot.

Partnership building

Our three priorities of making memories, raising our profile and operating sustainably are best done working in partnership with others who share our goals and values.

During the year, partnerships were cultivated and relationships formed. Alfie’s Wish is proud to acknowledge the help and support received from corporate and other sponsors.

Southampton Archery club and Cim Software helped raise another £10,000.

Stroud School and Romsey Chamber of Commerce also helped raise significant funds.

Dragon Boat racing helped generate enormous fun and £3,000 in funds.

December 2023: The Tudor Rose pub in Romsey hosted a Christmas grotto and raised over £1,000.

12 ALFIE’S WISH ANNUAL REPORT 2023-24

FINANCIAL SUMMARY: INCOME

2023-24 £112,815

13 ALFIE’S WISH ANNUAL REPORT 2023-24

FINANCIAL SUMMARY: EXPENDITURE

2023-24 £97,272

14 ALFIE’S WISH ANNUAL REPORT 2023-24

CHARITABLE ACTIVITIES: REFERRALS

15 ALFIE’S WISH ANNUAL REPORT 2023-24

CHARITABLE ACTIVITIES: FUNDED

16 ALFIE’S WISH ANNUAL REPORT 2023-24

ALFIESWISH.ORG.UK

Charity registration number: 1191020 Alfie’s Wish is a charitable incorporated organisation Principle address: 6 Minchin Road, Romsey, Hampshire SO51 0BL

17 ALFIE’S WISH ANNUAL REPORT 2023-24

Alfies Wish CC16a
For the period
from
01/04/2023 To
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
33,595
79,172
-
48
-
-
-
-


112,815
-
-
-
112,815
42,520
19,782
283
3,047
1,430

1,342
936
608
80
54
339
26,851
97,272
-
-
-
97,272
15,542
-
98,700
114,243
Restricted funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-

-
-
-
-
-
-
-
-
-
-
-
-
-
-

-
-
-

-
Total funds
to the nearest £
33,595
79,172
-
48
-
-
-
-
112,815
-
-
-
112,815
42,520
19,782
283
3,047
1,430
1,342
936
608
80
54
339
26,851
97,272
-
-
-
97,272
15,542
Last year
to the nearest £
Donations 33,595 27,133
Fundraisingevents 79,172 59,100
Commission on sales - -
Interest on deposit accounts 48 8
- -
- -
- -
- -
Sub total(Gross income for
AR)


112,815
86,241
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
86,241

Charitable activities
42,520 56,254
Cost of fundraisingevents 19,782 15,460
Insurance 283 257
Advertising,Marketign and Networking 3,047 247
Pension contributions 1,430 328
Printing. postage, stationery and computer
supplies

1,342
2,002
Professional fees and Subscriptions 936 341
Telephone,internet 608 231
Business Entertaining 80 -
General Expenses 54 -
Travel and Subsistence 339
Wages,salaries and national insurance 26,851 7,542
**Sub total ** 97,272 82,662
A4 Asset and investment
purchases (see table)
, -
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
82,662
15,542
-
3,579
- - -
98,700
-
98,700 - 95,121
114,243
-
114,243 98,700

CCXX R1 accounts (SS)

28/12/2024

1

Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period Section B Statement of assets and liabilities at the end of the period
Categories
B4 Assets retained for the
charity’s own use
B5 Liabilities
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
Details
Current accounts
Personal accounts surplus balances
Personal accounts deficit balances
Details
Total cash funds
(agree balances with receipts and payments account(s))
Details
Details
Details
Unrestricted
funds
to nearest £
114,243
-
-
114,243
OK
Unrestricted
funds
to nearest £
-
-
-
-
-
-
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Restricted funds
to nearest £
-
-
-
-
OK
Restricted funds
to nearest £
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
Amount due (optional)
-
-
-
Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
When due
(optional)
Signed on behalf of the charity's trustees
Signature(s)
Full name(s)
Position (eg Secretary, Chair, etc
Date
James Sturgess
Treasurer
James Butler James Sturgess
Chair Treasurer
28/09/2024

CCXX R2 accounts (SS)

28/12/2024

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of ALFIES WSH On accounts for the year ended 311312024 Charity no (if any 1191020 Set out on pages ID incluae Ihe page nurnbers of addilional sheei¢ I report to the trustees on my examination of Ihe accounts of the aly)ve charity {'the Trust°} for the year ended 3110312024. Responslbllltles and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the account5 in accordance wrth the requirements of the Charities Act 2011 {'the Acf). I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying OLrt my examination, have followed the applicable Directions given by the Charity Commission under section 145(5}{b) of the Ad. I have completed my examination. I confinn that no material matters have come to my attention ( ") in connection wtth the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordan￿ with section 130 of the Ad or the accounts do not accord with the accounting records Independent examinevs ststement I have no concems and have come across no other matters in connection wrth the examination to which attention should be drawn in order to enable a proper understanding of the accounls to be reached . Please delete the worfs in the brackets rfthey do not apply. Slgned: Date: 17112r2024 Name: LEY COUSENS Relevant professional qualification{s) or body lif any): FCCA Dip PFS Address: 2a Poles Copse, Poles Lane, Otiert)oume, S0212DZ IER October 2018

Section B Disclosure Only complete if the examiner needs lo highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidan￿ for examiners). Glve here brief details of any Items that the examiner wishes to dTsclose. IER October 2018