Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 01 2023 To 31 12 2023
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1122197
THE FRED FOUNDATION
Charity's principal address 20 Morella Road London Postcode SW12 8UH
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 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 (ifany) |
|---|---|---|---|---|
| Mr Jonathan Vandermeer |
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| Mrs Felicity Ellacombe |
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| Mr Charles Vallance |
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| Mrs Suzanne Thompson |
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| Mr Gilbert Ellacombe |
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| Mrs Rebecca Goldbart |
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| Mr Matthew Pope | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
TAR
1
July 2024
Names and addresses of advisers (Optional information) Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
The Trust Deed Dated May 2007 Type of governing document (eg. trust deed, constitution)
How the charity is constituted
Trust
- (eg. trust, association, company)
Trustee selection methods
Appointed by existing Trustees
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
TAR
2
July 2024
The funding of Specialist Education for Children with Autism.
Summary of the objects of the charity set out in its governing document
One trustees meeting was held this year and the trustees have taken into consideration the guidance from the charities commission on public benefit. To that end, during the year, the Trustees continued marketing and publishing the Fred Foundation to a wider public both using our website and regular blog, through specific events and targeted meetings with other charities. In total we helped 26 families over the whole year 2023.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
TAR
3
July 2024
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
TAR
July 2024
4
Section D Achievements and performance
Summary of the main achievements of the charity during the year
During 2023 the charity continued to fund raise in a difficult economic climate.
Our fundraising activities have included , funruns, performance events and various smaller events. Personal donations still make up the greatest portion of income to the charity.
Much time is spent supporting those contacting the charity requesting funds. Sadly we cannot provide aid to all those we would wish to, but we have been extremely pleased this year to add to the number of families we have funded and hence benefited from all the hard work and generosity of our supporters.
TAR
July 2024
5
Section E Financial review
The charity has a policy on reserves, keeping a minimum cash balance of Brief statement of the £1000. charity’s policy on reserves
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
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)
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Felicity Ann Ellacombe
Trustee
TAR
6
July 2024
Date 0710712024 TAR July 2024
THE FRED FOUNDATION (CHARrrY NO.. 112219n ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023
THE FRED FOUNDATION Trustee• Mr Jonathan Vandemeer Mrs Felicity Ellacombe Mr Gilbèrt Ellacomb8 Mr Charles Vallance Mrs Suzanne Thompson Mrs Rebecca Goldbart Mr Malthew Po Prlnclpal address 20 Morella Road London SW12 8UH Charfty number 1122197 Contsnt of accounts Independent examine¢s report Receipts and payments accounts ststement of assets and Ilabllftlos
INDEPENDENT EXAMINER'S REpoirr TO THE TRUSTEES OF THE FRED FOUNDATION (CHARITY NO: 1122197) I report to the trustees on my examinatsn ofthe accounts of The Fred FOund80n for the year ended 31 De¢ember 2023. Ro•ponslbllltlo8 and ba81• of report As th8 charfty trustees of Ihe Trust you are responslble for the preparatlon of the accounts in accordance wlth the reqU1ments of the Charities Act 20111"the Acr'i. I report In respect of my examlnatlon ol the trust aOUnts carrled out under séctton 145 of the 2011 Act and in carrying out my examination I have followed all the applicable dlrectlons glven by the Charfty Commls8lon und8r sectlon 14515)(bl of the ACL Ind•pondont •xamln•rf8 Statomont I have completed my examlnallon. I conflrm that no mateTSal matters have com? trj my attgnllon In connecllon with the examlnatlon glving m& cause to bellev& that In any malerfal raspect.. accountlng records werè not kept in respect of th6 Trust 88 requlrèd by $e¢tlon 130 of the Act., or {21 the accounts do not accord wlth those records. I have no ¢on¢ems and have come a¢ro85 no other matters In connecllon wlth the examlnatton to whlch attentlon Should be drawn In thls report In order to enabl8 a proper understandlng of the accounts to be reached. Andrew Lllllngston (Chartered Accountant> 13 Hudingharn Studlo8 Ranelagh Gardens London SW8 3PA Date If 2¢lV
THE FRED FOUNDATION CHARrrY NO: 1122197 Rg¢olpts and payments accounts for the perlod from l January 2023 to 31 December 2023 Unrostrl¢tod funds Yoar ended 31 Dacember 2022 ended 31 December 2023 Recolpts Donations Fund raising activiks Gift aid refund Interest recerrfed 20.894 7.153 21.927 4.824 515 Total receipts 28.847 27.266 Paymonts Payments to swiafist educalional wolessi Costs of fuThdraising A¢¢ountsnt Expenses Just giviTr3 Insurance 35,725 104 21.000 59 500 216 156 216 166 Totsl payments 21.931 Net of receipts l (Paents) 17.864) 5,335 Cash funds $t year end 13.995 Cash lunds at this year WKI 6.131 13.995
THE FRED FOUNDATION CHARrrY NO: 1122197 Statomont of assots and Ilabllllle• a$ at 31 D•C•Mr 2023 Unre•trlGted funds funds 31 Do¢ombor 2023 31 Do¢•mbor 2022 Ca•h funds Bank balances 6.131 13.995 Total cash funds Oth•r monotary a•8•ts None None Inv•stm•nt aB••t• Nona None s•t8 rotsln•d for th• ch•rW• own u None None Llabllltl•• None None These aoUnts have been apwoved: Isllb/24, Mr Gllbert Ellawnbe Trustee
THE FRED FOUNDATION (CHARrrY NO.. 112219n ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023
THE FRED FOUNDATION Trustee• Mr Jonathan Vandemeer Mrs Felicity Ellacombe Mr Gilbèrt Ellacomb8 Mr Charles Vallance Mrs Suzanne Thompson Mrs Rebecca Goldbart Mr Malthew Po Prlnclpal address 20 Morella Road London SW12 8UH Charfty number 1122197 Contsnt of accounts Independent examine¢s report Receipts and payments accounts ststement of assets and Ilabllftlos
INDEPENDENT EXAMINER'S REpoirr TO THE TRUSTEES OF THE FRED FOUNDATION (CHARITY NO: 1122197) I report to the trustees on my examinatsn ofthe accounts of The Fred FOund80n for the year ended 31 De¢ember 2023. Ro•ponslbllltlo8 and ba81• of report As th8 charfty trustees of Ihe Trust you are responslble for the preparatlon of the accounts in accordance wlth the reqU1ments of the Charities Act 20111"the Acr'i. I report In respect of my examlnatlon ol the trust aOUnts carrled out under séctton 145 of the 2011 Act and in carrying out my examination I have followed all the applicable dlrectlons glven by the Charfty Commls8lon und8r sectlon 14515)(bl of the ACL Ind•pondont •xamln•rf8 Statomont I have completed my examlnallon. I conflrm that no mateTSal matters have com? trj my attgnllon In connecllon with the examlnatlon glving m& cause to bellev& that In any malerfal raspect.. accountlng records werè not kept in respect of th6 Trust 88 requlrèd by $e¢tlon 130 of the Act., or {21 the accounts do not accord wlth those records. I have no ¢on¢ems and have come a¢ro85 no other matters In connecllon wlth the examlnatton to whlch attentlon Should be drawn In thls report In order to enabl8 a proper understandlng of the accounts to be reached. Andrew Lllllngston (Chartered Accountant> 13 Hudingharn Studlo8 Ranelagh Gardens London SW8 3PA Date If 2¢lV
THE FRED FOUNDATION CHARrrY NO: 1122197 Rg¢olpts and payments accounts for the perlod from l January 2023 to 31 December 2023 Unrostrl¢tod funds Yoar ended 31 Dacember 2022 ended 31 December 2023 Recolpts Donations Fund raising activiks Gift aid refund Interest recerrfed 20.894 7.153 21.927 4.824 515 Total receipts 28.847 27.266 Paymonts Payments to swiafist educalional wolessi Costs of fuThdraising A¢¢ountsnt Expenses Just giviTr3 Insurance 35,725 104 21.000 59 500 216 156 216 166 Totsl payments 21.931 Net of receipts l (Paents) 17.864) 5,335 Cash funds $t year end 13.995 Cash lunds at this year WKI 6.131 13.995
THE FRED FOUNDATION CHARrrY NO: 1122197 Statomont of assots and Ilabllllle• a$ at 31 D•C•Mr 2023 Unre•trlGted funds funds 31 Do¢ombor 2023 31 Do¢•mbor 2022 Ca•h funds Bank balances 6.131 13.995 Total cash funds Oth•r monotary a•8•ts None None Inv•stm•nt aB••t• Nona None s•t8 rotsln•d for th• ch•rW• own u None None Llabllltl•• None None These aoUnts have been apwoved: Isllb/24, Mr Gllbert Ellawnbe Trustee