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5 >weetpea
z= Charity
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The Sweetpea Charitable Trust ACCOUNTS
For the year ended
5‘ April 2025
Charity Number 11122815
CHALMERS HB LTD Chartered Accountants 20 Chamberlain Street Wells Somerset BA5 2PF
THE SWEETPEA CHARITABLE TRUST
ACCOUNTS
YEAR ENDED 5 APRIL 2025
CONTENTS
Independent Examiner's Report
Trustees' annual report
Receipts and Payments Accounts
Supplementary Notes to the Accounts
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| CHARITY COMMISSION
aeEe| FOR ENGLAND AND WALES
SectionA
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, Independent examiner's report on the accounts
Independent Examiner’s Report
Report to the trustees/ members of | he Sweetpea Charitable Trust
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On accounts for the year | 5" April 2025
ended
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Charity no | 11122815
(if any)
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| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 05/04/2025.
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Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
| report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
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Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: e accounting records were not kept in accordance with section 130 of the Act or
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e the accounts do not accord with the accounting records
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Relevant professional | ICAEW & ACCA qualification(s) or body (if any):
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Address: | Chalmers HB Ltd
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20 Chamberlain Street, Wells, Somerset. BA5 2PF
Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose.
Cliney Trustees’ Annual Report for the period COMMISSION. Period start date Period end date A : | From 06 April 2024 To 05 April 2025 Section A Reference and administration details
Charity name| The Sweetpea Charitable Trust
Other names charity is known by |Sweetpea Charity
Registered charity number (if any)[1i22815 si
Charity's principal address |2-2A Bond Street, Edenfield
Names of the charity trustees who manage the charity
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1 |MrA Dodd Char|
Names of the trustees for the charity, if any, (for example, any custodian trustees)
[Name CCSCSCdCDattes tctted if not for whole errr
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Names and addresses of advisers (Optional information)
Type of adviser Name Address Chalmers HB 20 Chamberlain Street, Wells, Somerset. BAS 2PF Name of chief executive or names of senior staff members (Optional information)
Section B
Structure, governance and management
Description of the charity’s trusts
Type ; The charity was registered in February 2008 under a Trust Deed dated of governing document 45!" February 2008. How the charity is constituted Charttable Trust
Trustee eslection methods The existing Trustees have the power to appoint new trustees
Additional governance issues (Optional information)
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lavant. about The trustees are appointed by the Board of Trustees, without restriction on
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rome, the length of time they may serve the trust. e policies and procedures . adopted for the induction and_ | Related Parties training of trustees; No related party transactions have occurred during the year.
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e the charity’s organisational structure and any wider Major Risks network with which the charity |The trustees have considered the major risks facing the charity and taken works; steps to lessen these risks.
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e relationship with any related parties;
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e trustees’ consideration of major risks and the system and procedures to manage them.
Section C
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Section C Objectives and activities
The objectives of the charity are set out in the trust deed dated 15"
February 2008, which states that funds are to be used to:
Summary of the objects of the | “Relieve sickness and preserve and protect the good health of children
charity set out in its under the age of 18, who are resident in the UK in particular but not
governing document exclusively, those who are suffering or who may suffer from a congenital
illness or who are in need of medical treatment or care in such ways as
the Trustees shall think fit”
Summary of the main. Our objectiveecm. is to spend as much; of our income, on as many; charities
activities undertaken for the at ay Ne ee eee aah we can. we this end, we were
public benefit in relation to vive’ hens EE SS PET A SIAN EL ee
“ies ae hasie (include within The trustees confirm that they have complied with the duty in section
thls Rechon the statutory 17(5) of the Charities Act 2011 to have d d to the public benefit
declaration that trustees have > an erie bli or ai 7 C a SEVE 26S Tegan iO Uist PUBIC DENG
had regard to the guidance guidance published by the Commission.
issued by the Charity
Commission on public
benefit)
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Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
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e policy on grantmaking;
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e policy programme related investment;
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¢ contribution made by volunteers.
TAR
2
March 2012
Section D Achievements and performance Summary of the main Many small charities like Sweetpea are still having to manage in a difficult achievements of the charity financial environment. During the past twelve months there have been during the year some significant changes both in the United Kingdom and further afield, including the election of Donald Trump in the US, conflict in the middle-east, war in Ukraine, political unrest in some European countries and a newly elected government in the United Kingdom. These have affected individuals, businesses and, of course, charities. Many charities are still recovering from the effects of the COVID-19 pandemic. Some of the largest and, one would have thought, most financially secure charities have advised their employees of potential redundancies. This not only impacts on their ability to fundraise but, more importantly, their ability to deliver services. Even those charities where crucial services are supported by government funds* are not immune as funding has reduced. For example, in 2021-22 government funding to the whole voluntary sector made up 26% of its total income. This was down from 30% in the previous year. With pressure on government spending, this downward trend is likely to continue into the foreseeable future. Why is the above important and what does it mean for the Sweetpea Charitable Trust? Sweetpea Charity was founded by the parents of Milly in 2009. Milly was brain damaged at birth and as a result was profoundly disabled. Following Milly’s death aged nine in 2008, her parents set up The Sweetpea Charitable Trust to relieve sickness and preserve and protect the good health of children up to 18 years of age living in the United Kingdom and to ensure that children in similar situations to Milly could be supported and enabled to live life to the best of their abilities. As a small charity, operating on an entirely voluntary basis, the trustees want to ensure that they meet these aims as effectively and efficiently as practicable. The Trust’s main source of income is dividends from investments. These are ably managed by investment adviser Stephen Talboys at EFG Harris Allday. While the costs associated with running the Sweetpea Charity are de minimis, the trustees are conscious of their responsibilities. They regularly monitor income and expenditure, and follow guidance from professional advisers. This, along with an understanding of the needs of charities providing services for children with disabilities, means that funds are better directed and spent more efficiently. The trustees are pleased to report that during the year twenty-four small charities operating throughout the United Kingdom, providing often life-changing and life-affirming services to children with disabilities, received a grant of £1,000 each. Given the high costs associated with the care and provision of equipment and services to children with disabilities, the trustees will continue their stated aim of giving grants of at least £1,000. Where charities demonstrate their need for support for a longer term, or for a specific item of equipment or care with a higher cost, the trustees will give those applications due consideration. Applying on an annual basis, many charities have had more than one grant.
As in previous years the trustees received more applications for funds than they were able to provide.
The trustees are also extremely grateful to a small but loyal group of regular donors whose gifts by standing order are very helpful. Thank you. In closing | wish to thank my fellow trustees Patricia and Simon for their continued support, guidance and commitment to the Sweetpea Charitable Trust.
Alan Dodd MSc. FRSA Chair of Tristees
22nd June 2025
*Government funding is a complicated issue as it comes from different departments and covers contracts — services deemed necessary but those the government does not wish to carry out itself, and grants - where voluntary organisations compete for a share of a pot of money. Please see: www.civilsociety.co.uk article by Kirsty Weakley, “Which charities get government grants? 23 September 2021.
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Section E
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Financial review
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Brief statement of the Reserves Policy charity’s policy on reserves The Trust's reserves policy is to maintain a sufficient level of reserves necessary to generate the income required to run the trust on a day-to-day basis and to allow for and short-term contingencies or emergencies where possible.
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Details of any funds materially in deficit Further financial review details (Optional information) . Youadditional information,may choose to includewhere Investment Policy. ’ ; ralavart about The trustees review the investment strategy and the investments and are ST happy with the suitability of these in accordance with the Trustees Act
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e the charity’s principal 2011. sources of funds (including any fundraising); Summary of Results
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e how expenditure has , supported the key objectives Income generated totalled £25,318 (2024: £21 ,777) and expenditure of the charity; totalled £30,650 (2024: £24,631) so expenditure exceeded income by £5,332 (2024: deficit of £2,854).
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e investment policy and objectives including any After taking into account the sale and purchase of investments, there was ethical investment policy an overall cash deficit of £736 (2024: Deficit of £6,308). adopted. Section F Other optional information
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Section G Declaration
The trustees declare that they they have approved the trustees’
Signed on behalf of the of the the charity’s trustees
ee
Fullname(s)) ALAN “ert
Position (eg Secretary, Chair,
Date IS“ Nw wisia202 4
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The trustees declare that they they have approved the trustees’ report above.
Signed on behalf of the of the the charity’s trustees
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a Receipts and payments accounts CC16a For the period To from 06/04/2024 05/04/2025 Section A Receipts and payments Unrestricted Restricted Endowment Last funds funds funds a acalaacad _ = . to the nearest[£] to the nearest£ to the nearest£ to the nearest£ Ai Receipts es | esee © eses ee | 6 es ee|[‘17,463] | eeee |ee |eS| oe | eeee |eS |es |SS | reee |es |ee |a |ee LO | eS CY esSub 2eS |NS |se | total (Gross income for 26,318 21777 AR) A2 Asset and investment sales, (see table). aSale of investments |[17,324] | eee |[et] Sub total|__17,321| |[3836] | A3 Payments Accountancy[GrantsDonationsmadeand || Ci2000] [|tT C “‘ dCdCYTC(‘;S C CC‘“‘(SC~CYTSCSC«dSCES C *s C C#AO822C«étA«0 IBankFeesCC]ti |C“‘CCWiLTSOOOOOCiY ‘| |[833] ltegalFeesTe E81| [Subscriptions TO |C“‘CW‘LTSOOOOOUOUOUOCOC-dYTC™~~“‘CBOOCYYYTCOCC‘“‘CS™SC#iSS'‘| [Phone&intemetcostslinvestmentFees| Sa TC dCS Adminepenses| a} TCdT T™~“‘t~‘dCYESC‘“‘(‘#S#N#N’N#SCRn] | 4,092 | es| OT TC‘dCTCCC“‘CWCWLTSCOOC*C#C#C#O‘d ee |es |eS |a |ee Subtotal[|_sosso} {CLC ew A4 Asset and investment purchases, (see table eePurchase ofinvestments | _12,728 | ptgan | Sub ey =e | total] ___ 12,725 | Total payments [ave][____] TZ] Net of receipts(payments) A5Transfersbetweenfunds |+ SSS A6Cashfundslastyearend | __ 9,693 Cash funds this yearend| _8,957
Section B Statement of assets and liabilities at the end of the period
Unrestricted Restricted Endowment funds funds funds to nearest£ to nearest£ to nearest £ | ase [ Total | es |es (agree balances with receipts cashand fundspayments peiaiaaeea |pram account(s)) Unrestricted Restricted Endowment funds funds funds talis to nearest£ to nearest£ to nearest£ _ Fund to which Current value Wetais asset belongs Gost inetanes ‘optiona’ Fund to which Current value asset be! Cost (optional) optiona BA Assots retained forthe es | Fund to which Amount due When due a aH liability relates optiona optiona - Signed by one or two trustees on . : Date of behalf of all the trustees Signature Print Name aruei Sins bl ALAN “Dae _ | [16whole fogbces