Finance Score: -8

Governance Score: -5

Support Score: 5

Accounts overdue -5
Volatile income: -3
No PartB

Only 4 Trustees: -1
Narrow trustee age band: -2
Very static board: -5
Gender balanced board: +3

Grant maker support: +5

Overall GiG Score: -8

THE CYSTIC FIBROSIS HOLIDAY FUND

The charity was placed into Members Voluntary Liquidation (solvent) on 23 December 2022 and Hugh Jesseman of Antony Batty & Company LLP was appointed as Liquidator. The charity is no longer trading.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are only 4 trustees
The Board composition appears to be very static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
Income has been volatile recently

Established: 23 years

www.cfholidayfund.org.uk

info@cfholidayfund.org.uk

02076161300

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/21	£126	£107	£20	n/a	n/a	n/a	n/a	n/a	0
31/12/20	£199	£157	£42	n/a	n/a	n/a	n/a	n/a	0
31/12/19	£335	£332	£3	n/a	n/a	n/a	n/a	n/a	2
31/12/18	£317	£301	£16	£0	£0	£0	n/a	0	2
31/12/17	£281	£274	£7	£0	£0	£0	n/a	0	2
31/12/16	£104	£99	£5	£0	£0	£0	n/a	0	0
31/12/15	£109	£138	£-29	£0	£0	£0	n/a	0	0
31/12/14	£124	£105	£19	£0	£0	£0	n/a	0	0
31/12/13	£104	£135	£-31	£0	£0	£0	n/a	0	0
31/12/12	£145	£120	£25	£0	£0	£0	n/a	0	0
31/12/11	£118	£133	£-15	£0	£0	£0	n/a	0	0
31/12/10	£93	£124	£-31	£0	£0	£0	n/a	0	0
31/12/09	£100	£118	£-18	£0	£0	£0	n/a	0	0
31/12/08	£114	£117	£-3	£0	£0	£0	n/a	0	0
31/12/07	£128	£117	£11	£0	£0	£0	n/a	0	0
31/12/06	£107	£120	£-13	£0	£0	£0	n/a	0	0
31/12/05	£96	£107	£-12	£0	£0	£0	n/a	0	0
31/12/04	£94	£104	£-11	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Makes Grants to Individuals
Provides advocacy/advice/information

Where it operates

Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Other Defined Groups
People With Disabilities

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Joseph Levy Foundation - Core funding contribution
£100,000	20/07/2021	Core contribution to support the organisation’s work to provide holidays, short breaks and other support to families with one or more children who has CF
Joseph Levy Foundation - Core funding contribution
£10,000	09/11/2020 12	Core contribution to support the organisation’s work to provide holidays, short breaks and other support to families with one or more children who has CF
Joseph Levy Foundation - Core funding
£105,000	20/07/2020 12	Core contribution to support the organisation’s work to provide holidays, short breaks and other support to families with one or more children who has CF
Joseph Levy Foundation - Core funding contribution
£5,000	13/01/2020 12	Core contribution to support the organisation’s work to provide holidays and breaks to families with one or more children who has CF
The Shears Foundation - Cystic Fibrosis Holiday Fund
£3,500	30/04/2019	Respite Break Grants for Children in Tyneside, Teeside and Yorkshire
Joseph Levy Foundation - Fundraising database and associated costs
£10,000	18/01/2019	To fund a new fundraising/relationship management database and contribute to other fundraising costs

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-61

DANIEL ELLISON Appointed: 2003, Occupation: Legal Executive

JAMES PAUL JASON (Chair) Appointed: 2001, Occupation: Company Director, Other trusteeships: THE JANE JASON CHARITABLE TRUST, THE SIDNEY JASON CHARITABLE TRUST, JOSEPH LEVY FOUNDATION,

JACKIE FRANCIS Appointed: 2016, Occupation: Nurse

RACHAEL HUTSON Appointed: 2016, Occupation: Charity Director

Legal constitution

Charitable company registered in England & Wales on 27/09/2001, number: 1088630
Registered at Companies House on 02/04/2001, number: 04192424

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

18 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE PORTSMOUTH LIONS CLUB BENEVOLENT FUND on 19/01/2022

Main office

Antony Batty & Company LLP
3 Field Court, Gray's Inn
London
WC1R 5EF

Objectives

1) THE OBJECTS OF THE CHARITY ARE THE RELIEF OF SICKNESS OF THOSE SUFFERING FROM CYSTIC FIBROSIS OR ITS AFFECTS IN THE UNITED KINGDOM OR ELSEWHERE;2) WITHOUT PREJUDICE TO THE GENERALITY OF THE OBJECTS, THE OBJECTS ARE TO BE ACHIEVED IN PARTICULAR BY THE PROVISION OF HOLIDAY AND ANCILLARY FACILITIES TO THOSE UNDER THE AGE OF 25YEARS SUFFERING FROM CYSTIC FIBROSIS

Defined Area of Benefit:

UNITED KINGDOM AND ELSEWHERE

Data Sources