Trustees’ Annual Report for the period
From 01/04/2024 Period start date To 31/03/2025 Period end date Charity name: The Harvey McWilliams Foundation
Charity registration number: 1202495 Companies House number: CE031824
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purposes of The Harvey McWilliams Foundation are to advance health and education by promoting community participation in sports. We aim to make sport affordable and accessible to all by providing essential equipment and kits for sports activities, primarily football. We ensure inclusivity in sports to foster a healthy and active community. |
| 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 |
The Harvey McWilliams Foundation conducts a variety of activities aimed at achieving our mission. Our main activities include: • Running a boot library to loan out boots and other sports gear. • Raising funds through the sale of donated sporting memorabilia and organizing fundraising events like sponsored walks. • Distributing donated equipment, such as boots, nets, and sports kits, to people and clubs in need. • Sending kits to hard-to-reach communities and collaborating with charities supporting international communities. These activities are designed to support community participation in sports, ensuring that financial barriers do not prevent individuals from engaging in healthy recreational activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees of The Harvey McWilliams Foundation confirm that they have had due regard to the guidance on public benefit published by the Charity Commission. In line with this guidance, the trustees have ensured that all |
activities and initiatives undertaken by the charity are aimed at benefiting the public and fulfilling the charity's purposes.
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Not applicable at this time |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable at this time |
| Contribution made by volunteers |
Para 1.38 | The Harvey McWilliams Foundation greatly benefits from the dedication and hard work of its volunteers. Their contributions are invaluable to the success of our mission and activities. Our volunteers assist in various aspects of our operations, including: • Fundraising Activities: Organising and participating in fundraising events such as sponsored walks, marathons, sales of donated memorabilia, and other initiatives to raise essential funds. • Equipment Collection and Distribution: Gathering, sorting, and distributing donated equipment, including boots, nets, sports kits, and other gear to individuals and communities in need. |
| Other |
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 Harvey McWilliams Foundation has continued to make significant strides in promoting access to sports and fostering community participation. We have received over 1122 pairs of boots tin the reporting period. Our key achievements include: Provision of Sporting Equipment: We have successfully donated • 498 boots • 301 socks • 82 goalkeeper gloves • 288 shinpads • 87 Footballs • 2101– kits, including shorts, shirts and coats. All areas have seen a 100% increase from our first year as the charity is better known and opening the premises are open more frequently. The continues to allow individuals and clubs have the necessary gear to participate in sports, particularly football. Support to Underprivileged Communities: By gathering and distributing donated equipment, we have reached hard-to-reach communities and individuals who may otherwise be unable to afford sporting gear. We have also provided football kits unsuitable for distribution due to advertising restraints, to different charities which have then been passed on. Fundraising Success: Through various fundraising activities, including the sale of donated memorabilia, a charity football match, marathons sponsorship PayPal and sponsored events, we have raised essential funds to support our mission. These efforts have enabled us to continue providing resources and support to those in need. None of these fundraisers were professional or outside of the UK. Community Engagement: |
Our initiatives have strengthened community bonds and encouraged participation in sports. We have broken down barriers such as gender, disability and racial segregation by supplying boots, kits and equipment to encourage participation in girls grass roots football, disability footballing groups and immigration support. We have become an integral part of the football community supplying equipment for those who need it most. We also stepped in when a local grass root football club needed funds to continue to support men with mental and physical health issues. This has not only benefited individual participants but also promoted a sense of community and collective well-being.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The key objectives this period were: - • Sourced a building for the charity • Collection points at local school • Continuing donation of boots, kit and equipment • To look for sponsorship of girls grass roots to encourage diversity • To continue to promote awareness of the charity. All of last years objectives were and new objectives have been set. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | The key fundraising objectives this period were: - • To secure funds for the day to day running of the charity • To continue fundraising to ensure reserves could be achieved. • To continue to raise money to cover merchandise to generate further funds. All of last years objectives have been achieved. |
| Investment performance against objectives |
Para 1.41 | The only investment for the period was for merchandise to be sold to further generate funds. This was achieved – please refer to funds breakdown. |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The review period for this report is the start-up year for The Harvey McWilliams Foundation. The charity's overall financial position is promising with new financial support offered moving into the new financial year. The total income generated during this period amounted to £22937 primarily derived from donations, sales of merchandise, and fundraising activities. Expenditure was carefully managed, with total expenses reaching £14742 which now includes premises expenses, as well as merchandise outlay and fundraising costs. Two local business men continue to donate £100 per month, for the continuation of the foundations use of a unit to have a base and regular hours. The charity has £500 as a reserve moving into the next financial year to help mitigate any potential risks and uncertainties in the upcoming period. The trustees remain committed to maintaining transparency and accountability in financial reporting and will continue to monitor and manage the charity's finances to ensure ongoing stability and the effective delivery of charitable activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | This is our first full year as a charity and we have now established a reserve of £500, this will cover the rent should donations slow down. Moving forward the charity will review income raised and will consider holding reserves of three months’ rent plus 10% of any funds raised for the year to be a suitable amount, subject to a review after a full years charitable fundraising, for the following reasons:- Ensuring operational continuity of the foundation, in the event of unforeseen circumstances or a shortfall in funding. Risk management – to manage fluctuations income or expenses ensuring we remain resilient and responsive to challenges. Future projects and growth – to assist with any initiative that expands and aligns with the foundation’s missions and growth. Emergency fund – to support any urgent needs in the local community. |
| The trustees will regularly review the level of reserves held to ensure they are sufficient and appropriate for the Foundation's needs. The reserves policy is designed to balance the need for financial prudence with the commitment to maximize the impact of the Foundation’s resources for the benefit of the community. |
||
|---|---|---|
| Amount of reserves held | Para 1.22 | £500 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
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 principal source of funding is donations and fundraising. Two local business men both donate £50 per month to enable the charity to rent a unit and increase its reach. There are no professional fundraisers or monies raised from outside of the UK.. The local community have raised funds through various means for the foundation including, sponsored marathons, concerts, raffles and birthday funds. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | The only investment has been to purchase merchandise to sell to raise further funds. |
| A description of the principal risks facing the charity |
Para 1.46 | Principal Risks Facing The Harvey McWilliams Foundation. 1) Funding and Income Risks: Dependence on Donations and Fundraising: The Foundation relies heavily on donations and fundraising activities to generate income. Any downturn in donation levels or the failure of key fundraising events could significantly impact financial stability and the ability to deliver services. Economic Conditions: Economic fluctuations and downturns can affect donors' ability to contribute, impacting overall funding levels. |
2. Operational Risks: Equipment Availability: Ensuring a steady supply of donated sporting equipment is crucial. Any disruption in donations could affect the Foundation’s ability to provide resources to those in need. Volunteer Dependence: The Foundation relies on volunteers for various tasks, including fundraising and equipment cleaning and distribution. A shortage or loss of volunteers could hinder operations and impact service delivery. 3. Compliance and Governance Risks: Regulatory Compliance: The Foundation must comply with charity regulations and standards. Failure to adhere to these can result in legal and financial repercussions. Governance and Management: Effective governance and management are essential to ensure the Foundation runs smoothly. Any deficiencies in these areas could lead to operational and strategic challenges. 4. External Risks: Reputational Risks: Maintaining a positive reputation is vital. Any negative publicity or issues related to the Foundation’s activities could damage its reputation and impact donor and public trust. Partnerships and Collaborations: The Foundation collaborates with various organisations and communities. Any breakdown in these partnerships could affect the delivery of services and resources. 5. Strategic Risks: Achievement of Objectives: Ensuring that the Foundation continues to meet its mission and objectives is critical. Any deviation from strategic goals or inability to adapt to changing circumstances could impact effectiveness and success. By identifying these principal risks, The Harvey McWilliams Foundation can develop strategies to mitigate them, ensuring the continued success and sustainability of its mission and activities.
Other
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 |
Constitution |
| 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 | Every charity trustee must be a natural person. No individual may be appointed as a charity trustee of the CIO: if he or she is under the age of 16 years; or if he or she would automatically cease to hold office under the provisions of clause [12(1)(e)]. No one is entitled to act as a charity trustee whether on appointment or on any re-appointment until he or she has expressly acknowledged, in whatever way the charity trustees decide, his or her acceptance of the office of charity trustee. [(d) At least one of the trustees of the CIO must be 18 years of age or over. A new trustee can only be nominated by a current trustee, and all trustees must agree on the appointment – in the case of a split decision – the chair has the deciding vote. |
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 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | The Harvey McWilliams Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1202495 |
| Charity’s principal address | 5 Whessoe Road, Darlington, Co Durham DL3 0QP |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Michael McWilliams |
Chair | |||
| KellyMcWilliams | ||||
| Allison Pearson | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name Michael McWilliams
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A | ||
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity N/A Name and objects of the charity on whose behalf the N/A assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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)
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 |
M. McWilliams | |
|---|---|---|
| Michael McWilliams | ||
Chair |
||
| 20/01/2026 | ||
| 20/01/2026 |