**The Hillery Family Foundation** Charity registration No: 1199083
**Trustees' report and unaudited nancial statements**
**For the year ended 31 August 2025**
## **The Hillery Family Foundation**
## **Legal and administrative information**
## **Trustees**
Melissa Hillery Colin Joseph Morris Mark James Hillery
**Charity number** 1199083 **Principal address** 122 Home Park Road London SW19 7HU
**Independent examiner**
Julie Mutton FCA S&W Audit Chartered Accountants Cumberland house Southampton Hampshire SO15 2BG
## **The Hillery Family Foundation**
## **Contents**
||**Page**|
|---|---|
|Trustees' report|1 - 4|
|Independent examiners' report|5|
|Statement offnancial activities|6|
|Balance sheet|7|
|Notes to the accounts|8 - 10|
**The Hillery Family Foundation**
## **Trustees' report for the year ended 31 August 2025**
The trustees present their report along with the fi nancial statements of the Charity for the year ended 31 August 2025.
## **OBJECTIVES AND ACTIVITIES**
## **The purpose of the Charity**
The objects of the Charity, as set out in the constitution, are: “for the public bene fi t, to advance the health and wellbeing of people in need in any part of the world, who are or have been socially excluded from society, by the provision of health and wellbeing activities/services. For the purpose of this clause, socially excluded means being excluded from society or parts of society as a result of one or more of the following: unemployment; fi nancial hardship; youth or old age; ill health (physical or mental); substance abuse or dependency including alcohol/drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation, gender reassignment, poor educational skills or attainment, relationship and family breakdowns; poor housing; crime (either as a victim of crime or as an offender rehabilitating into society)”.
## **Activities in the year**
The Charity advances its charitable objectives by providing accessible wellbeing, educational and community-building activities, which are offered on a free or voluntary donation basis wherever possible.
During the year, the Charity delivered a range of support groups, wellbeing events and community activities for members of the public. Bene fi ciaries included individuals experiencing stress, anxiety, trauma, grief and loss; those working in helping professions such as carers, teachers, healthcare workers and therapists who may be vulnerable to overwhelm or burnout; people experiencing loneliness or social isolation; and those seeking greater connection, belonging and purpose within their communities.
The Charity believes that wellbeing is strengthened through connection, community, self-awareness and simple, sustainable lifestyle practices. Its activities are designed not only to support people through periods of dif fi culty, but also to promote resilience, belonging and long-term wellbeing for individuals and communities.
The Charity's activities welcomed people from a wide range of socio-economic backgrounds, cultures and beliefs. All events were designed to foster an atmosphere of openness, respect, inclusion and mutual support. Through shared experiences, learning opportunities and community connection, participants reported improvements in wellbeing, increased self-awareness, greater self-compassion and a stronger sense of connection with others.
In addition to its public programmes, the Charity provided wellbeing support for staff at a local school. This included a range of wellbeing activities available to all staff members, together with individual wellbeing awards for selected staff to support their personal health and wellbeing.
Towards the end of the reporting period, the Trustees began exploring opportunities to extend the Charity's impact through collaboration with other registered charities whose aims and values closely align with those of HFF. The Trustees identi fi ed charitable giving and partnership working as an important area for future development, with the intention of supporting organisations that share HFF's commitment to improving wellbeing, strengthening communities and supporting vulnerable individuals.
## **Public bene t**
The Trustees have had regard to the Charity Commission’s guidance on public bene fi t and will consider that guidance in their future activities.
As described above, the wellbeing events that the Charity runs are free to attend, although some attendees choose to make voluntary donations. Currently the activities are largely word of mouth and are fully subscribed. The Trustees would like to create more capacity and are exploring ways to do this.
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## **The Hillery Family Foundation**
## **Trustees' report for the year ended 31 August 2025**
## **FINANCIAL REVIEW**
## **Financial performance**
The fi nancial performance of the charity is shown in the accompanying fi nancial statements. The income of the charity comprised donations and donations in kind. The donations in kind were primarily the free use of studio space.
The cost of charitable activities related to the direct costs of running the events held in the year, including the notional value of the donated services, together with indirect costs, including governance costs.
The Trustees are satis fi ed with the fi nancial performance. As at the year end, the Charity has cash on hand to enable it to undertake its planned future work.
## **Reserves**
As the charity has minimal outgoings, the Trustees have determined that it is unnecessary to set a reserves policy. It is intended that the reserves generated to date will be used to fund future activities.
## **Future developments**
The Charity will commence to undertake the following activities in the coming nancial year:
- Most of The Charity's resources will be utilised in continuing its provision of wellbeing services to staff at a local school.
- The Charity will also continue its initiative of "support for supporters". Targeted groups include wellbeing support for teachers, therapists, carers and parents.
- The Charity will continue to provide wellbeing support to the greater public including classes, workshops and retreats.
- The Charity will seek to create the infrastructure needed to create more capacity for bene fi ciaries.
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing Document**
The charity is a Charitable Incorporated Organisation, and its governing document is its Constitution; dated 25 May 2022.
The charity was formally registered with the Charity Commission on 25 May 2022.
## **Appointment of trustees**
Apart from the fi rst charity trustees, every trustee must be appointed (for a term of two years) by a properly convened meeting of the charity trustees.
In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills knowledge and experience needed for the effective administration of the CIO.
## **Management**
The charity has no staff and is managed by its trustees.
## **Risk management**
The trustees have assessed the major risks to which the charity is exposed, in particular those related to the activities and fi nances of the charity, and are satis fi ed that they have adopted appropriate policies and implemented systems to mitigate those risks.
- 2 -
**The Hillery Family Foundation**
## **Trustees' report for the year ended 31 August 2025**
## **REFERENCE AND ADMINISTRATIVE INFORMATION**
## **Name and Registered Number of Charity**
The Charity is registered as “The Hillery Family Foundation” and its registered number is 1199083.
## **Principal Address**
The principal address of the Charity is 122 Home Park Road, London, UK, SW19 7HU.
The Charity’s email address is: info@hilleryfamilyfoundation.com.
## **Names of Trustees**
The Trustees who acted during the year and subsequently were as follows:
- Melissa Hillery
- � Colin Joseph Morris
- Mark James Hillery
## **Fundraising**
The Charity raises funds from its trustees and those who have attended the wellbeing events. As such, it doesn’t undertake public fundraising and hence has not subscribed to any fundraising standards.
## **Grant making policy**
Trustees aim for the Charity’s grant making processes to be transparent and to address the interests of the applicants. To this end, all eligible grant requests will go through a four stage application process.
In awarding grants, the trustees will apply the following principles: the trustees have ultimate responsibility for all grant making decisions in line with The Charity’s objectives;
- The trustees will carry out suf fi cient due diligence to ensure the applicant's request meets the charitable purposes.
- Organisations or individuals from any geographical area within the UK and overseas will be considered.
- The trustees reserve the right to not approve a grant if it determines that the resulting grant would not be charitable or would con fl ict with the charity's stated policies or damage its reputation.
The trustees will normally award grants to fund or support one or more of the following:
- Expert organisations that provide support or services to individuals who are or have been socially excluded from society to help unblock access to wellbeing services.
- A network of professionals who are fully accredited in their professional fi elds, who will be able to provide services to both individuals and organisations. These services may be in the form of: support groups (such as 12 step programmes), wellbeing programmes (such as yoga or mindfulness), and training where health issues are explored and resources provided for self-care.
- A community of individuals and organisations who are part of our network to provide space and place for connection to fl ourish, another important part of addressing the needs of the socially excluded.
- Any other projects or initiatives which, from time to time, the Trustees may decide.
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## **The Hillery Family Foundation**
## **Trustees' report for the year ended 31 August 2025**
## **TRUSTEES' RESPONSIBILITIES STATEMENT**
The Trustees are responsible for preparing the Trustees’ Report and the fi nancial statements in accordance with applicable law and regulations.
The law applicable to charities in England and Wales requires the trustees to prepare financial statements for each fi nancial year in accordance with United Kingdom Generally Accepted Accounting Practice (United Kingdom Accounting Standards and applicable regulations). Under that law the Trustees must not approve the fi nancial statements unless they are satis fi ed that they give a true and fair view of the state of affairs of the Charity and of the incoming resources and application of resources of the Charity for that year.
In preparing these nancial statements, the Trustees are required to:
- Select suitable accounting policies and then apply them consistently;
- Observe the methods and principles in the Charities SORP;
- Make judgements and accounting estimates that are reasonable and prudent;
- State whether applicable accounting standards have been followed; and
- Prepare the fi nancial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue in business.
The Trustees are responsible for keeping proper accounting records which are suf fi cient to show and explain the Charity’s transactions and disclose with reasonable accuracy at any time the fi nancial position of the Charity and enable them to ensure that the fi nancial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008 and the provisions of the constitution. They are also responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
On behalf of the board of trustees
Melissa Hillery (Jun 25, 2026 23:06:15 GMT+1)
..................................................................
## **Melissa Hillery**
Chair of the Trustees
25/06/2026 Date: ....................................................
- 4 -
## **The Hillery Family Foundation**
## **Independent examiner's report**
I report to the trustees on my examination of the fi nancial statements of the The Hillery Family Foundation for the year ended 31 August 2025 which comprise the Statement of fi nancial activities, the Balance sheet and the notes to the fi nancial statements, including a summary of signi fi cant accounting policies.
## **Respective responsibilities of trustees and examiner and basis of report**
As the charity's trustees you are responsible for the preparation of the fi nancial statements in accordance with the requirements of the Charities Act 2011 ('the Act').
I report in respect of my examination of the charity's fi nancial statements carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I con fi rm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
**1.** accounting records were not kept in respect of the charity as required by section 130 of the Act; or
**2.** the nancial statements do not accord with those records; or
**3.** the fi nancial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the fi nancial statements give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the fi nancial statements to be reached.
## Julie Mutton
Julie Mutton (Jun 26, 2026 07:48:56 GMT+1)
## **Julie Mutton FCA**
Fellow of The Institute of Chartered Accountants in England and Wales S&W Audit Chartered Accountants Cumberland House Southampton Hampshire SO15 2BG
Date:
26/06/2026
- 5 -
## **The Hillery Family Foundation**
## **Statement of nancial activities for the year ended 31 August 2025**
|**2025**
**Total**
**Notes**
**£**
**Income**
Donations
**66,873**
Donations in kind
**11,400**
Gift Aid recoverable
**16,630**
Gift Aid interest
**637**
Total income
**95,540**
**Charitable expenditure**
Charitable activities
**4**
**101,000**
Total expenditure
**101,000**
**Net movement in funds**
**(5,460)**
Total funds brought forward
**153,880**
**Total funds carried forward**
**148,420**|2024
Total
£
88,593
12,000
16,250
669|
|---|---|
||117,512|
||69,607|
||69,607|
||47,905
105,975|
||153,880|
- 6 -
## **The Hillery Family Foundation**
## **Balance sheet as at 31 August 2025**
|**Notes**
**Current assets**
Debtors
5
Cash at bank and in hand
**Creditors: amounts falling due within**
**one year**
6
**Net current assets**
**Total net assets**
**Income funds**
Unrestricted funds|**£**
**16,630**
**135,633**
**152,263**
**(3,843)**|**2025**
**£**
**148,420**
**148,420**
**148,420**
**148,420**|£
16,250
141,265
157,515
(3,635)|2024
£
153,880|
|---|---|---|---|---|
|||||153,880|
|||||153,880|
|||||153,880|
The fi nancial statements were approved by the Trustees, authorised for issue and signed on their behalf by:
## Melissa Hillery (Jun 25, 2026 23:06:15 GMT+1)
**.............................. Melissa Hillery, Chair of Trustees Trustee**
Date: 25/06/2026
The notes on pages 8 to 10 form part of the nancial statements.
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## **The Hillery Family Foundation**
## **Notes to the accounts for the year ended 31 August 2025**
## **1 Accounting policies**
## **1.1 General information**
The Hillery Family Foundation (“the Charity”) is a CIO governed by its constitution dated May 2022. The charity number is 1199083. Its principal address is 122 Home Park Road, London, UK, SW19 7HU.
## **1.2 Basis of preparation**
The fi nancial statements have been prepared in accordance with The Financial Reporting Standard applicable in the UK and Republic of Ireland (“FRS 102”) including Section 1A, and with the Statement of Recommended Practice applicable to charities preparing their fi nancial statements in accordance with FRS 102 (effective 1 January 2019). The fi nancial statements are also prepared in accordance with the Charities Act 2011.
The charity is a public bene t entity as de ned by FRS 102.
## **1.3 Fund accounting**
General funds are unrestricted funds which are available for use at the discretion of the trustees in furtherance of the general objects of the charity and which have not been designated for other purposes.
## **1.4 Going concern**
The trustees are con fi dent that the Charity will continue to be a going concern and the fi nancial statements have been prepared on this basis.
## **1.5 Income**
All incoming resources are included in the Statement of Financial Activities when the Charity is legally entitled to the income, when its receipt is probable and when it can be measured with reasonable certainty.
Donations are recognised on receipt.
Donations in kind relate to services provided to the Charity without charge. The value of the services is estimated as being the expenses that the Charity would otherwise have to incur. No value is attributed to volunteers’ time.
## **1.6 Expenditure**
All expenditure is accounted for on an accruals basis.
## **1.7 Financial instruments**
Financial assets and fi nancial liabilities are recognised in the balance sheet when the Charity becomes a party to the contractual provisions of the instrument.
Trade and other creditors are classi fi ed as basic fi nancial instruments and measured at initial recognition at transaction price. Creditors are subsequently measured at amortised cost using the effective interest rate method.
Cash and cash equivalents are classi fi ed as basic fi nancial instruments and comprise cash in hand and at bank and short-term deposits with an original maturity of three months or less.
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**The Hillery Family Foundation**
**Notes to the accounts for the year ended 31 August 2025**
## **1 Accounting policies**
## **(Continued)**
## **1.8 Taxation**
The Charity is exempt from tax on income and gains falling within sections 524 to 536 of the Income Taxes Act 2007 or section 256 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objects.
## **2 Employees**
There were no employees during the year (2024 - none).
## **3 Trustees**
None of the trustees (or any persons connected with them) received any remuneration during the year (2024 - none).
## **4 Charitable activities**
|Service provider cost
Studio use
Food and beverage
Other costs
Accountancy fees (governance costs)
Independent examiner's fees (governance
costs)
Administration fees
HMRC penalty
**5**
**Debtors**
Amounts falling due within one year:
Gift Aid debtor|**2025**
**£**
**76,941**
**7,600**
**3,800**
**5,622**
**2,562**
**1,281**
**3,094**
**100**
**101,000**
**2025**
**£**
**16,630**
**16,630**|2024
£
44,214
8,000
4,000
4,208
2,315
1,320
5,550
-|
|---|---|---|
|||69,607|
|||2024
£
16,250|
|||16,250|
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## **The Hillery Family Foundation**
## **Notes to the accounts for the year ended 31 August 2025**
## **6 Creditors: amounts falling due within one year**
|**Creditors: amounts falling due within one year**|||
|---|---|---|
|Accruals|**2025**
**£**
**3,843**
**3,843**|2024
£
3,635|
|||3,635|
## **7 Related parties**
Cash donations totalling £45,000 (2024: £80,000) were made to the charity by Melissa Hillery and Mark Hillery, who are both trustees. There were no special conditions attached to the donations. They also provided donations in kind valued at £11,400 (2024: £12,000) for studio use and food and beverage costs.
- 10 -