## **Trustees' Annual Report for the period**
Period start date Period end date 1[st] APRIL 2022 31[st] MARCH 2023
**From**
**To**
## Section A Reference and administration details
**Charity name** ADAM STANSFIELD FOUNDATION **Other names charity is known by Registered charity number (if any)** 1140579 **Charity's principal address** 6 BICTON STREET EXMOUTH **Postcode EX8 2RT**
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||SHAUN PARKIN||||
||MARIE
STANSFIELD||||
||ANDY COLE|CHAIRMAN|||
||GIG STANSFIELD|TREASURER|||
||ANDREA PARKIN||||
||KEITH STONE||||
||ADRIAN SHAND|VICE CHAIRMAN|||
||SARAH WOODES||||
||GARY WOODES||||
||ROGER
STANSFIELD||||
||||||
||||||
||||||
||||||
||||||
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||||||
||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**||||
||**Name**||**Dates acted if not for whole year**||
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
|**Type of adviser**|**Name**
**Address**|**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**
Deed Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Elected by Trustees Trustee selection methods (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;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
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|**Summary of the objects of the**
**charity set out in its governing**
**document**
**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)**|Promote community participation in healthy recreation for the benefit of
children and young people up to the age of 18 residing in Devon,
Herefordshire and Somerset. This is done by providing grants, facilities
and educational support which will help enable them or others to
participate in football and promote a healthy lifestyle. To actively promote
and raise awareness of bowel cancer nationally.|
|---|---|
||The Foundation actively raises awareness of Bowel Cancer and the
symptoms using social media such as Facebook and Twitter.|
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
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You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
## Section D Achievements and performance
The charity has supported numerous different organisations over this **Summary of the main** accounting period and provided grant and equipment in excess of **achievements of the charity** £19000. These have included running football coaching and refereeing **during the year** courses with local professional football clubs and county football associations within the charity’s operational areas whereby football training equipment has been provided. The charity has also supported several youth football clubs through the provision of football kits and training equipment.
## **Section E Financial review**
March **2012**
**TAR**
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The Charity holds a reserve of £15,000 for additional security.
## **Brief statement of the 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:
- the charity’s principal sources of funds (including any fundraising);
- 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)**
**Date**|Andrew James Cole|Adrian Shand|
|---|---|---|
||Chair|Vice-Chair|
||24thJanuary 2023||
||24thJanuary 2023||
March **2012**
**TAR**
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TAR
March 2012
**----- Start of picture text -----**
Section A Receipts and Payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 59,778 - - 59,778 47,435
Gift Aid - - - - -
Charity Shop - - - - 1,500
Other income - - - - -
Investment income 29 - - 29 -
- - - - -
- - - - -
- - - - -
- - 59,806 48,935
Sub total (Gross income for AR) [ 59,806 ]
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 59,806 - - 59,806 48,935
A3 Payments
Grants Payable 19,369 - - 19,369 40,242
Stock for charity shop - - - - 1,122
Charity shop expenses 1,127 - - 1,127 893
Fund raising expenses 1,025 - - 1,025 10,782
General Expenses 645 - - 645 776
Professional fees - - - - -
- - - - -
- - - - -
- - - - -
Sub total 22,166 - - 22,166 53,814
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total - - - - -
Total payments 22,166 - - 22,166 53,814
Net of receipts/(payments) 37,640 - - 37,640 - 4,880
A5 Transfers between funds - - - - -
A6 Cash funds last year end 140,945 - - 140,945 145,825
Cash funds this year end 178,585 - - 178,585 140,945
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**|**Details**
Treasurers Account
Interest account
Paypal account
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**to nearest £**
**163,507**
**15,078**
**-**
**178,585**
OK
**Unrestricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**
**funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|---|---|---|---|---|
|||||**-**|
|||||OK|
|||||**Endowment**
**funds**
**to nearest £**|
|Signed by one or two trustees on behalf
of all the trustees
Signature
**B5 Liabilities**
**Details**
**Details**
**B4 Assets retained for the**
**charity’s own use**
**Details**
**B3 Investment assets**
**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
Unrestricted
**-**
Unrestricted
**-**
Unrestricted
**-**
Unrestricted
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**412**
**386**
**292**
**600**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval|
|---|---|---|
Please see attached the Foundations accounts for last year.
The headline figures are:
## **Income £59,806**
**Expenditure £22,166** (Of which £19,396 was grants)
## **Surplus £37,640**
I haven't had much time to look at what other interest accounts are available but would recommend that you could easily move £100k to the interest bearing account you currently have. At current rates this would give about £1,500 interest if it stayed there all year.
Doing what you do is great and nearly £20k in grants is really impressive but if you are bringing in more than that annually (which is even more impressive) you might want to consider some different approaches on top of what you already do.
It's quite possible that you and the Trustees already have these conversations and don't need my input but if you are considering options and want an outside opinion re risk or how it fits with the objectives, I'm happy to support.
It would also be an opportunity to talk about cleaning up the assets which still show in your accounts.
Regards,
David.
David Gateshill