2024-05-31-accounts - Emmett's Genies

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees’ Annual Report for the period

From 1 June 2023 To 31 May 2024

Charity name: Emmett’s Genies CIO

Charity registration number: 1192340

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To relieve the needs of children and families affected by potentially life-limiting or terminal conditions through the provision of bespoke and innovative services, activities, accommodation and unique experiences
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	Our Charity continues to be run entirely by volunteers. During this year we have again significantly increased our fundraising and charity awareness activities alongside delivering our first free of charge ‘Year in a Day’ (‘YIAD’) beneficiary event. We hired parts of the Guttmann Sports Centre at Stoke Mandeville for the activities and meals and the nearby Olympic Lodge to accommodate beneficiary families overnight. The event provided more than 20 beneficiary children and their families (some 80 + persons) with a condensed version of the experience we hope to offer once our Wish Village is up and running. The YIAD event incorporated a typical year's major celebrations in 24 hours. Starting with an arrival Valentine’s lunch, Easter, Summer, Halloween and Christmas themed activities and meals, that also gave our families some quality time together and among those going through similar personal and/or health experiences. We also tried out VR headsets using a variety of apps to allow the attending children/young people aged 3 – 17 to escape the boredom of hospital treatment, isolation at home or distract them from their uncomfortable treatments. This trial was well received. We also continued to increase our outreach via different organisations that have contact and provide services to our potential future beneficiaries, alongside continuing to

		provide and enhance our boredom-busting packs. Our increased financial and volunteer resources also enabled us to commit to another YIAD event planned for September 2024 at the same location.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Yes

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	We do not make financial grants to qualifying beneficiaries. Boredom Busting Packs are provided free of charge. Personalised gifts are provided as part of the Christmas experience at the YIAD event. Our unique experiences and accommodation at the YIAD and other events are provided at no charge. The Boredom Busting Packs are delivered via our partnered NHS and other specialist professionals to eligible children.
Policy on social investment including program related investment	Para 1.38	We did not make any specific social investment. However, our services provide immeasurable social value to beneficiaries, their families, volunteers and other stakeholders
Contribution made by volunteers	Para 1.38	During the period, the Charity continued to have no paid staff and was managed by a Board of independent trustees who volunteered extensive time to fulfil our charitable responsibilities and tasks. Our sub-committee organised with involvement of trustees and a group of volunteers is very proactive in outreach and fundraising events and working with potential sponsors and donors. Trustees remained responsible for health and safety, as well as event oversight. During this period, we managed to recruit another trustee, Gemma Hall to the Board.
Other		Technology remains an important part of our development strategy and delivering parts of the aims of our Charity. Alongside the benefits of leveraging digital technologies – website and social media – to increase the reach and profile of the Charity, we see technology as a bridge from where we are now, towards the Charity’s end goal of a physical venue. We envisage using technology to facilitate

designing and updating the structure and contents of a virtual village, thus fulfilling our stated aims of providing respite to children with life-limiting or terminal conditions and their families. We plan to gradually create a Virtual (‘on-line’) Wish Village, built and changed over time from the varied imagination, skills and input of our beneficiary children, their families and friends aligned with that of our volunteers, empathetic organisations and other contributors of all types. During the period we purchased additional Virtual Reality headsets with appropriate apps that we feel help us to bring to our beneficiary children both ‘escapism’ and ways of experiencing the world and activities that might seem impossible to them given their medical prognosis.

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	The greatest achievement was holding a first ever, innovative and all encompassing ‘Year in a Day’ event for our charity beneficiaries. The ‘Year in a Day’ event took place on the 9thand 10thSeptember at the Stoke Mandeville Stadium, with overnight accommodation provided on-site in the Olympic Lodge. The aims of this event were to: • Provide children with life-limiting or life-threatening conditions and their families opportunities to have fun and make amazing memories, • Meet other families in similar situations and, • Experience a 'potted version' of the Emmett’s Genies, to be, Wish Village. With a team of dedicated volunteers, we transformed a Sports Hall into a season- themed journey consistent with the wish village our charity envisages creating. The event commenced with a Valentines' lunch and quickly moved on to Easter with many Easter-themed displays, activities, treats and attractions. This was followed by Summer-themed displays, activities, treats and ice cream. We provided both indoor and outdoor activities, including the use of an indoor heated swimming pool for those able to participate. In the evening, we held a Halloween-themed supper, followed by displays, a costume wardrobe and a

spooky disco, again with lots of themed activities. The first day finished with an outdoor fire display and performance. Overnight, whilst the beneficiaries rested with a letter from Father Christmas and Christmas storybooks provided to them, our volunteers worked through the night to transform the hall into a Christmas Wonderland for the final morning. After a Christmas breakfast, children and their families made Christmas cookies with Mrs Christmas, partook in Christmasthemed crafts and activities, including artificial snowball fights and visited Father Christmas's grotto where each family member received a Christmas present, stocking and treats, which had been selected based upon the results of a form sent before the event which requested information about likes and dislikes, ambitions and what makes a perfect day. The local Rock Choir provided a festive singalong and the event concluded with a musical performance and singing and dancing with a Disney-type character (Elsa from 'Frozen'). Each season's theme had a leader and deputy who planned, organised and managed the theme. Each theme was supported by a local company/s. All activities and attractions were designed to be inclusive and appeal to a range of abilities and ages. During the event, we also provided some VR Headset experiences applicable to the attendees. Beneficiary children and their siblings ranged in age from 2 to 21. Some beneficiary children had learning disabilities and/or special needs. 22 families attended this event. Unfortunately, one child was too sick to attend. Three beneficiary children were on end-of-life pathways and sadly have since died. The families of these children have all written to us to thank us for being included in this event and for giving them time to simply enjoy themselves and make their final lasting memories. Emmett's Genies CIO provides everything free of charge to the families and the whole event is arranged using only volunteers. 5 Trustees, EG ambassadors, 30 volunteers and 20 Army Cadets helped to make this event a huge success. Event itinerary, and event photographs (please note all photos are used with the express consent of parents/guardians), and event feedback can be supplied. Event Outcomes

•	The YIAD event offered beneficiary
	families a free social event:
•	Provided beneficiary children with
	life-limiting or life-threatening
	conditions and their families
	opportunities to have fun and make
	amazing memories,
•	An opportunity for beneficiary
	children and their family to meet
	other families in similar situations,
	outside of a hospital setting and
	experience a 'potted version' of our
	envisaged future Wish Village
	activities.
•	Volunteers found this event life-
	affirming.
•	Younger volunteers were able to
	use this experience and other
	volunteering opportunities with
	Emmett's Genies to extend or gain
	new skills and knowledge.
•	Engagement with local companies
	by a local charity and mainly a
	group of local beneficiaries

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	In general, we have made good progress in the second phase of our Charity’s development (years 3-7) in terms of fundraising, reach, stakeholder engagement and the delivery of meaningful services.
Performance of fundraising activities against objectives set	Para 1.41	This year has seen continued support and contributions from a greater range of individual donors and via our regular teddy tombolas etc. Furthermore, we have had significant success in increasing awareness and contributions in terms of donations and sponsorships for YIAD from various organisations. This has now enabled us to commit to the significant outlay for our second ‘Year in a Day’ event for beneficiaries and their families in September 2024.
Investment performance against objectives	Para 1.41	Not applicable. We place most of our financial donations into an interest-bearing bank account
Other		Fundraising Activities • 10thJune The Wombles 24-hour litter pick • 11thJune Becky Heron (an EG volunteer) ran a half marathon for us • 16thJune Haddenham Scarecrow Festival

•	17thJune Chartwell Manor Care
	Home summer festival, with teddy
	tombola
•	30thJune – Superhero fundraising
	day at Ashmead School
•	1stJuly Teddy Tombola at Elmhurst
	school Fete
•	2ndJuly – donation from Steve Cook
	(Emmett’s Genis Volunteer) of
	penguin teddies for an Emmett’s
	Genies tombola’s. 2 of the penguins
	were then purchased with a large
	donation
•	8thJuly Elmhurst School donation
•	10thJuly went to Knit & Natter and
	collected 300 knitted items for the
	YIAD event and donations
•	9thand 10thSeptember Emmett’s
	Genies Year in a Date event
	supported by 27 local companies,
	organisations and individuals.
	Sponsors included Glass Crocodile;
	Volunteer family and Nita- Mistry
	Chef sponsored accommodation; an
	individual volunteer sponsored fire
	eater display; Waitrose
•	12thNovember Bierton 5 & 10km
	run
•	At the Bierton run we were
	presented with a donation from
	Saxon Masonic Lodge
•	2ndDecember – Chartwell Manor
	Christmas craft Fayre
•	Helen Lewis (EG supporter) sold
	Teddy themed Christmas gifts to
	raise funds
•	9thDecember Bierton Santa float
•	13thDecember – Foxhills Café
	raised and donated
•	22ndDecember – funeral of a YIAD
	beneficiary raised over £4,000
	which was donated to Emmett’s
	Genies in his memory
•	Primary Pressure collected old
	Christmas trees and to raise funds
•	30thDecember Emmett & Ida
	Scullard completed their 50 miles
	walking in December to raise funds
•	14thFebruary Valentines Raffle at
	Chartwell Manor raised funds
•	11thMarch Emmett’s High Five for 5
	year in remission fundraiser
•	14thMarch Chartwell Manor bike-a-
	thon

•	23rdMarch – Bierton Quiz Night
•	30thMarch – Breakfast with the
	Easter Bunny at The Bell Hotel
•	Easter weekend – Easter egg hunt
	sponsored by Limitless Tutoring
	raised over £1,200 with 161 children
	involved including 3 beneficiary
	families who were given free tickets.
•	Easter raffle raised over £650
•	7thApril Friars Square Teddy
	Tombola
•	28thMarch – Foxhills Café
	presented Emmett’s Gemies with
	fundraising
•	21stApril Mike Pearse ran the
	London Marathon for Emmett’s
	Genies & raised over £2300
•	3rdMay Quiz night & raffle at Legacy
	Funeral Services, money raised was
	split between Emmett’s Genies &
	Wombles
•	5thMay Friars Square teddy tombola
	Engagement Activities
•	5thJune 2023 Emmett’s Genies
	‘How we started’ video went online
	via YouTube
•	12thJune Legacy Funeral Services
	becomes a donation drop off point
	for us. This was shared on social
	media and website.
•	1stJuly Teddy Tombola at Elmhurst
	school Fete. Emmett cut the ribbon
	with the headmaster
•	10thJuly went to Knit & Natter and
	recruited many members as
	volunteers
•	19thJuly collection raised by the
	Haddenham Scarecrow Festival
	shared on social media
•	9th& 10thSeptember = 1stYear in a
	Day event
•	22ndSeptember signed up with
	Easyfundraising
•	28thOctober Emmett’s Genies
	Children’s Halloween fundraising
	disco. Beneficiary families were
	given free tickets. The event was
	SEND friendly.
•	25thNovember – Emmett’s Genies
	volunteers thank you party
•	27thNovember Emmett’s Genies
	took part in the Aylesbury Town
	Council Christmas Illumination
	parade. The Emmett’s Genies

	banner was paraded around
	Aylesbury Market Square. Photos
	included on social media posts
•	Beginning of December, we
	delivered chocolate advent
	calendars to Stoke Mandeville
	Hospital and community oncology
	services. They were donated to us
	by Global Infusion Group. Thanked
	Global Infusion and promoted
	Emmett’s Genies work via social
	media
•	10thDecember – Haddenham
	Christmas Tree Festival. Emmett’s
	Genies dressed a Christmas tree
	with teddy bears because the
	charity is well known for its teddy
	tombola’s and photos of
	beneficiaries with their favourite
	teddys, that helped them through
	treatment. Celebrated on social
	media
•	19thDecember – collected toys
	donated to the Bucks Radio Toy
	Appeal. Bucks radio thanked for
	their contribution to our Year in a
	Day event
•	13thJanuary 2024 Trustee meeting
	with newly elected Trustee Gemma
	Hall
•	Jan/Feb Our beneficiaries Ryleigh
	and Sebastian passed away
•	16thMarch Emmett & Dan’s 5 year
	remission party
•	Easter weekend – Easter egg hunt
	promoted and celebrated via social
	media
•	27thApril Emmett’s Genies Neon
	Party promoted and celebrated via
	social media
•	14thMay volunteer Rob (volunteer)
	passed away remembered and
	thanked via social media
•	28thMay delivered 65 Boredom
	Busting Packs to Kamrans Ward,
	John Radcliffe. Posted on social
	media
•	31stMay 2024 Friars Square Charity
	Partnership launch event, Fair in the
	Square, celebrated on social media
	Emmett’s Genies has 5 trustees, 5
	ambassadors and 35 Volunteers.
	35 volunteers and 20 Army Cadets
	supported the Year in a Day event.

30 local companies supported the Year in a day event either through donations or by providing displays, Christmas presents or decorations.

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity’s financial position continued to improve significantly during the period due to more than £ 32,000 of donations (46% from individuals and 54% from organisations) and through sponsorship and volunteering support, managing almost to offset beneficiary event costs. Once again our operating/administration costs were minimised by the work undertaken by our volunteers and nearly 80% of our outgoings relate to storage for our ‘re- usable’ event materials etc, particularly relating to YIAD. Our reserves and liquidity are considered to be healthy.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	By the end of this period we were able to grow our Capital & Reserves to nearly £60,000 represented 97% by accumulated cash funds. These reserves will ensure we can deliver the financial outlays for YIAD 2024 & 2025 ahead of any sponsorship and provided our volunteer base remains loyal and willing to assist. It also provides a reserve/contribution towards building up a future VR Headset ‘lending library’ for beneficiaries. We have also provisionally doubled to £ 20,000 the earmarked retained earnings as ‘unrestricted’ reserves to cover the future planning and investment costs into provision of both the virtual and physical wish villages in the medium to longer term.
Amount of reserves held	Para 1.22	Over £52,000 of our total cash fund (reserves) were held in an interest-bearing bank account as they are not expected to be used within 90 days.
Reasons for holding zero reserves	Para 1.22	Not applicable
Details of fund materially in deficit	Para 1.24	None
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Through significant efforts by the Trustees, volunteers and our widened group of donors and supporters, our Charity has moved well into the next phase of development. Apart from the possible negative impact on us maintaining current fundraising levels and expected increased operational and event costs from the uncertainties surrounding the UK economy, the Trustees do not have material concerns in the short term about the Charity continuing as a going concern.

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	The Charity has diversified its donation sources between individuals and organisations. We have also been successful in offsetting many of our event and beneficiary gift/experience costs through sponsorship and some grant applications. Accordingly, we are not considering any borrowings.
Investment policy and objectives including any social investment policy adopted	Para 1.46	The Investment Policy is to place funds only with banks authorised by the PRA and protected by the FSCS.
A description of the principal risks facing the charity	Para 1.46	In the short term, our Charity is not envisaging having to face any significant financial risks. However, the principal financial risk is the potential magnitude of future costs in establishing the virtual and physical wish villages and providing other related experiences for beneficiaries such as the ‘Year in a Day’ event versus our fundraising capabilities. We rely heavily on individual donations and those from community benevolent organisations, whose resources may become stretched by the UK Economy. Therefore, we envisage our greatest risk to be human resources in that we might not have adequate trustees, volunteers and other supporters to enable us to deliver the envisaged services and maintain the Charity without incurring significant operating costs.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	The Charity is primarily governed according to its founding constitution and the Trustees refer to Governance guidance issued by the Charity Commission
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	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	It is intended that the Trustee selection method and process continue to follow our Constitution and general guidance issued by the Charity Commission

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	An outline is undergoing enhancements as the scope of activities and plans of our Charity continue to grow.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The Charity is organised and overseen by a Board of Trustees. There are no paid managers or staff. Volunteers are involved via a sub-committee headed by Trustees, primarily focussed on events and fundraising. Two Trustees are designated and authorised concerning management of the Charity’s bank accounts and payments. The Charity is actively building a network of ‘partner’ organisations and individuals in order to provide reach to its ultimate beneficiaries and the wider public community
Relationship with any related parties	Para 1.51	The Charity does not have any relationships with any related parties. There are no ongoing contracts with any other organisations or suppliers other than those that may be required for storage and for us to deliver the ‘Year in a Day’ or specific fundraising events.
Other		Trustees all have DBS certificates. DBS checks are also carried out for Volunteers directly involved with children activities at YIAD.

Reference and Administrative details

Charity name	Emmett’s Genies CIO
Other name the charity uses	(None)
Registered charity number	1192340

Charity’s principal address 56 Isis Close, Aylesbury HP21 9LY

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
AmyScullard	Chair
Graham Pettit
David Chang
Zoe Scullard	CharitySecretary
Gemma Hall		Appointed 5/12/23
Theresa Cherry		Appointed 29/10/24
Joe Purnell		Resigned 29/10/24

– 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 Not Applicable held in this capacity 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)

None

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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) Position (eg Secretary, Chair, etc) Date
	Graham Martin Pettit
	Trustee
	11 March 2025
	11 March 2025

	Emmett's Genies CIO Charity Name	Emmett's Genies CIO Charity Name	Emmett's Genies CIO Charity Name	Emmett's Genies CIO Charity Name	CC16a
	For the period from	01/06/2023 Period start date	To

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 14,984 17,330 9,524 780 - - - - 42,618 - - - 42,618 179 96 88 813 223 1,811 4,112 10,127 - 17,449 1,755 - 1,755 19,204 23,414 - 34,158 57,572	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £	Total funds to the nearest £ 14,984 17,330 9,524 780 - - - - 42,618 - - - 42,618 179 96 88 813 223 1,811 4,112 10,127 - 17,449 1,755 - 1,755 19,204 23,414	Last year to the nearest £
Individual Donations	14,984		- - - - - - - - -		20,740
Organisation Donations	17,330				1,083
Event Fundraising	9,524				2,502
Bank Interest	780				123
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	42,618				24,448

A2 Asset and investment sales, (see table).
	-		- - -
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
			-		24,448

IT charges	179		- - - - - - - - - -		144
Insurance	96				96
Bank Charges	88				103
General Expenses	813				395
FundraisingCosts	223				216
Purchases for Beneficiaries	1,811				594
Rent	4,112				-
Event costs	10,127				-
	-				-
**Sub total **	17,449				1,548

A4 Asset and investment purchases (see table)
, Computer Equipment & Headsets	1,755		- - -		-
	-
**Sub total **	1,755				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
			-		1,548

	23,414		-		22,900
	-		- -	- 34,158	-
	34,158				11,258
	57,572		-	57,572	34,158

CCXX R1 accounts (SS)

28/03/2025

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Details Computer equipment and headsets Bank Current Account Bank Deposit Account Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 5,557 - 52,015 - - - 57,572 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) Unrestricted 1,755 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Graham Pettit	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Graham Pettit	11/03/2025

CCXX R2 accounts (SS)

28/03/2025