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2025-04-05-accounts

THE MITCHY FOUNDATION

Registered Charity No. 1205790

Charitable Incorporated Organisation (CIO)

Annual Report and Accounts

For the year ended 5 April 2025

Trustees' Annual Report

Reference and Administrative Details

Reference and Administrative Details
Charity Name The Mitchy Foundation
Charity Number 1205790
Legal Form Charitable Incorporated Organisation (CIO)
Financial Year End 5 April 2025
Registered Address 15 Cedar Rise, South Ockendon, RM15 6RB

Trustees

The following individuals served as trustees during the year:

Name Role
Bobby Badnall Chair
Romilly Marshall Trustee
Hollie Badnall Trustee
Louise Evans Trustee
Kinny Morrissey Trustee

Structure, Governance and Management

The Mitchy Foundation is a Charitable Incorporated Organisation (CIO), registered with the Charity Commission for England and Wales. The charity is governed by its constitution and managed by a board of trustees who are responsible for the overall direction and oversight of the charity's activities.

Trustees are appointed in accordance with the charity's governing document. New trustees receive an induction covering the charity's aims, governance responsibilities, and current activities.

Objectives and Activities

The Mitchy Foundation exists to promote and protect heart health and cardiovascular wellbeing. The charity's principal activities during the year included:

All activities are carried out in direct furtherance of the charity's charitable purposes and for the public benefit.

Achievements and Performance

During the year ended 5 April 2025, The Mitchy Foundation continued to build on its established programme of fundraising and charitable delivery. Key highlights included:

Financial Review

The charity's income for the year ended 5 April 2025 totalled £27,358, derived primarily from donations and fundraising activities. Total expenditure for the period was £13,997, resulting in a net surplus of £13,361.

The trustees are satisfied that the charity's financial position remains sound and that adequate reserves are held to support ongoing activities.

Reserves Policy

The trustees aim to maintain free reserves sufficient to cover a minimum of three months' operating costs. This provides a financial buffer to ensure continuity of the charity's activities in the event of unforeseen circumstances.

Plans for Future Periods

The trustees intend to continue and expand the charity's cardiovascular screening programme, deliver further CPR training events, and sustain the fundraising calendar. The trustees will continue to explore opportunities to broaden the charity's reach and impact across the community.

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the Trustees' Annual Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards. The trustees confirm that:

Approved by the trustees and signed on their behalf: SIGN

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Bobbv Badnall- Chair Date.. 19 April 2026

Statement of Accounts

For the year ended 5 April 2025

Receipts and Payments Account

RECEIPTS £
Donations and legacies 19,373
Fundraising events (Three Peaks, black tie, golf days, football,
auctions)
7,985
TOTAL RECEIPTS 27,358
PAYMENTS £
Event costs (Yorkshire Dales guide, transport, accommodation) 8,519
Charitable activity costs (cardiovascular screening, CPR training) 1,500
Trustee and volunteer expenses 3,582
Insurance (Zurich) 50
Bank charges 25
Other charitable payments (L M Smith) 200
TOTAL PAYMENTS 13,876
NET SURPLUS FOR THE YEAR 13,482
Statement of Balances Statement of Balances
Cash at bank — Virgin Money (82-12-08 / 20049903) £26,208
TOTAL FUNDS AT 5 APRIL 2025 £26,208

Independent Examiner's Report

To the trustees of The Mitchy Foundation (Registered Charity No. 1205790)

Report on the Accounts

I report to the trustees on my examination of the accounts of The Mitchy Foundation for the year ended 5 April 2025, which are set out on the preceding pages.

Respective Responsibilities of Trustees and Examiner

As the trustees of the charity, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011. You consider that the audit requirement of section 144(2) of the Charities Act 2011 (the Act) does not apply. It is my responsibility to examine the accounts as required under section 145 of the Act and to state whether particular matters have come to my attention.

Basis of Independent Examiner's Report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes considering any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters.

The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair' view and the report is limited to those matters set out in the statement below.

Independent Examiner's Statement

In connection with my examination, no matter has come to my attention:

Signed: _______ Henry Hands

Name: _______ Henry Hands

Address: _______ 2 Canterbury Close Rayleigh Essex SS6 9

Date.. 19 April 2026