Alane and James Harvey Memorial Charity
Registered Charity Number 1193455
Annual Report from the Trustees
Period 1[st] April 2023 to 31[st] March 2024
Introduction
Oue third year of operation, 2022 to 2024, was our second year of activity and we were able to feel that we were making progress, albeit slowly. We have been grateful for the encouragement and support we have received from people around us, family, friends, and others. Including offering advice and donations of items which we can sell to raise funds.
The economic climate was still bleak and as a charity we remained virtually unknown to most people. We realised that, where possible, activities should attract attention and well as raise funds.
We have still not made any charitable donations but believe we will be able to begin to do that in the coming year.
Activities
One of our Trustees, Andrew Harvey, undertook a sponsored walk along the length of Hadrian’s Wall. This obtained publicity in our local press and, with the cooperation of family and friends, was very widely circulated on social media with an explanation of what our charity is seeking to do. The walk raised a very worthwhile amount of money, exceeding our original estimate.
Many other activities were also undertaken which enabled us to engage with people and explain our aims as well as raise funds. We are continuing in this way and believe that momentum is building up as we push forward.
Required information
Income and spending – Total income in the financial year 2023-24 is confirmed as £1,669.28
Serious incidents – There were no serious incidents during this period.
Raising funds from the public – The charity did and does raise funds from the public. No professional fundraisers were used and none are currently engaged with the charity in any way. Equally, no commercial participators were or are involved with the charity.
Grants – The charity did not make any grants, nor did it receive any grants from national or local government or any other public or private body.
Income from outside the UK – None received or expected.
Income from Government contracts – AJHMC has no contracts with central or local government
Page 1 of 2
Operating area – The charity did not operate outside of England and Wales.
Trustee payments – No payments have been made to any trustee for any reason and no trustee intends to make any claims for any payments for any activity undertaken on behalf of the charity in this period. No trustee has received or been promised any other benefit from the charity.
Employees – The charity has no employees.
Volunteers – The charity had seven volunteers during this period, the three trustees plus four others who, with the trustees, discuss and plan activities and then put them into operation.
Financial controls – The trustees have discussed financial controls and believe they are adequate for the current activities of the charity. They will be reviewed again during the coming year as funds will we hope see further growth and then expect to keep them regularly under review.
This report and the accompanying accounts have been reviewed by the trustees and agreed.
……………………………………
Page 2 of 2
| Charity Name Alane and James Harvey Memorial Charity |
Charity Name Alane and James Harvey Memorial Charity |
Charity Name Alane and James Harvey Memorial Charity |
No (if any) | CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1st April 2023 |
To | Period end date 31st march 2024 |
||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 90 Legacies - Charitable Activities 1,401 Other tradingactivities 178 Investments - Other income - - - 1,669 - - Sub total - Total receipts 1,669 A3 Payments Insurance 377 Room hire 47 - - - - - - - Sub total 424 - - Sub total - Total payments 424 Net of receipts/(payments) 1,245 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 1,245 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 90 - 1,401 178 - - - - 1,669 - - - 1,669 377 47 - - - - - - - 424 - - - 424 1,245 - - 1,245 |
Last year to the nearest £ |
|
| - | 90 | 173 | |||
| - | - | - | |||
| - | 1,401 | 417 | |||
| - | 178 | 221 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 1,669 | 811 | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 1,669 | 811 | |||
| - | 377 | - | |||
| - | 47 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 424 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 424 | - | |||
| - | - | 1,245 | 811 | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 1,245 | 811 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Cash at bank Details none Details None Details None Details None Signature Christopher Harvey Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 2,186 - - - - - 2,186 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) 0 - - - - - Cost (optional) 0 - - - - - - - - - 0 - - - - - Print Name Christopher Harvey Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Endowment funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| Christopher Harvey | Christopher Harvey | 1/14/2025 | |