## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 1st January 2024 **To** 31st December 2024
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1141655
Halcyon Training Foundation
**Charity's principal address** Unit 6, Moy Road Business Centre
|
Unit 6, Moy Road Business Centre|
Unit 6, Moy Road Business Centre|
|---|---|
|||
|Taffs Well||
|Cardiff||
|**Postcode**|**CF15 7QR**|
**Names of the charity Trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Paul Bennett|Chair of Trustees|||
||Steve Reed|Trustee|||
||Richard Flemming|Trustee|||
||Julia Furguson|Trustee|||
||||||
||||||
||||||
||||||
||||||
||||||
**Names of the Trustees for the charity, if any, (for example, any custodian Trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**
**Name**
**Address**|||
|**Bank**|CAF Bank|25 Kings Hill Avenue|
|||West Malling|
|||Kent|
|||ME19 4TA|
## **Name of chief executive or names of senior staff members (Optional information)**
**TAR**
1
2024
**Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
> [Trustee Deed ]
How the charity is constituted
- (eg. trust, association, company)
> [By Trustee Deed ]
Trustee selection methods
- (eg. appointed by, elected by)
> [Appointed ]
## **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.
Halcyon is a small charity with a simple organisational structure.
The charity is run on a full-time basis by the Charity Manager, Paul Murphy, supported by Assistant Manager Dr Jo Caddy, with occasional administrative support if required.
To enhance and compliment the core Parent Support Programme and training the charity employs, on an ad hoc basis, Mark Flagg [an educationalist], an occupational therapist, a play therapist and a specialist educational support teacher as the need arises to provide additional, support to clients.
The Trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. Risks to which the charity is exposed have been identified and are regularly monitored, with mechanisms in place to mitigate them.
Halcyon Trustees give of their time voluntarily and none have a beneficial interest in the charity or any conflicts of interest.
Halcyon values diversity as an important factor in accountability and public confidence. As a result, to ensure strong governance, we acknowledge the need to appoint Trustees from a variety of backgrounds, to bring an assortment of skills, knowledge and experience to the Board.
Halcyon Trustees meet on average four times a year. These meetings review all aspects of the day-to-day running of the charity, the financial health of the charity and determine the strategic planning for the charity’s future. Trustees ensure that the charity’s activities remain in line with its core charitable purpose and that all legal requirements and policies are adhered to.
The trustees all have regular informal conversations with Paul Murphy and Dr Jo Caddy to maintain awareness of ‘day to day’ issues and their welfare.
Recruitment and appointment of new Trustees: when a position becomes vacant any replacement would be considered at Trustees’ meetings, as appropriate. Trustees will initially consider approaches from people who have expressed an interest in our work. If we are unable to find a suitable candidate we would then advertise in the appropriate media.
**TAR**
2
2024
The following procedure is used to select and assess a candidate's suitability for the role:
- Undertake a skills audit to assess current skills and to identify if there are any skills gaps.
- Ensure all trustees are aware of the legal rules in respect of eligibility to serve in the position.
- Follow charity commission guidance on our obligations to check the eligibility of new trustee.
We have processes in place to identify and manage conflicts of interest and ensure new Trustees are aware of these arrangements.
If Trustees require any training, we will make the necessary arrangements for this to be completed.
Trustees are provided with a copy of the charity’s governing document, along with Charity Commission publications on trustee's legal duties and responsibilities.
Joe Boyle, one of the original trustees, resigned last year. The trustees and staff feel it is important to recognise the huge commitment, knowledge, enthusiasm and wise counsel he gave throughout his time as a trustee, especially during early years of the charity.
Halcyon has re-registered with the Information Commissioners Office for 2024/25
**TAR**
3
2024
## **Section C Objectives and activities**
|**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)**|Halcyon Training Foundation aims to provide accredited and non-
accredited training to
community
groups,
businesses,
statutory
organisations, families and carers who deal with people presenting
challenging and difficult behaviour. There is a specific focus on people
living with neurodevelopmental conditions.
Halcyon Training Foundation aims to deliver training in conflict resolution
to community groups, families and carers and especially those who fall
outside the reach of education and work place training.
The charity aims to provide accredited and non-accredited educational
training and qualifications to enhance lifelong learning, aid personal
development and assist in lowering conflict between individuals and
communities.|
|---|---|
||The charity places public benefit at the heart of its activities as it seeks to
fulfil its charitable aims, ensuring compliance with the Charity
Commission’s guidance.
People who have neurodevelopmental conditions deserve the right to
enjoy a full and fruitful life. They should have equal access to all the
facilities and services as is possible.
To achieve this, it is essential that individuals and the organisations they
live, work and interact with, have insight into neurodevelopmental
conditions, this will improve outcomes for all and help to reduce possible
conflict.
Halcyon’s activities are therefore intended to provide individuals with the
necessary understanding and skills to prevent conflict from occurring in
the first place.
In meeting this public benefit, the main activities of the charity are:
•
One-to-one or small group training sessions, supporting families
and/or carers who are awaiting a diagnosis, those with existing
neurodevelopmental diagnosis or other related conditions.
•
Families and/or carers need information and/or training and
support in strategies for dealing with challenging behaviour.
•
Training sessions with larger groups of business employees,
statutory services and charities. The training provides participants
with insight into neurodevelopmental conditions, the causes of
challenging behaviour and good practice to minimise the
likelihood challenging behaviour from occurring in their settings.|
**TAR**
2024
4
**Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
2024
5
2024 has been yet another busy year for Halcyon with demand for its services at an all-time high. Halcyon’s support for families and professionals continues unabated during a time of unprecedented demand on all statutory services and the third sector. **Summary of the main achievements of** The charity relocated its office to a purpose built, modern office development. The new premises and their professional management ensure both predictable expenditure and **the charity during** a greatly enhanced environment for Halcyon’s staff and clients. **the year** Halcyon staff adapted have well to new working practices and new technologies, ensuring that optimal support provided is available to all clients, with online or face to face meetings available according to their needs and preference.
Throughout 2024 Halcyon delivered all its support and training sessions at no cost to families and/or carers regardless of their circumstances, in accordance with its charitable objectives.
## **Totals 2024**
**----- Start of picture text -----**
1200
730
1000
800
600
400
200
170
17
0
PSP Training Days Learners
**----- End of picture text -----**
## PSP - Parents’ Support Programme
730 contact hours completed (two or more parent carers per hour).
Training Days Delivered organisations:
Calon Foster Care, RCT Foster Care Service, Barnardos, Families First, Tonyrefail Community School Parent/carers group
**TAR**
6
2024
## **Testimonial 1**
_I really don’t know where to start._
_Halcyon helped us to help ourselves, to understand our child, to unpick situations and allow what must in the moment._
_It’s ok to simply “be” and being in that moment is actually ok._
_We were referred to Paul and Jo at Halcyon in December 2024 by our Paediatrician at Ysbyty Cwm Cynon, 2 days before Christmas to be exact. I didn’t expect to hear from anyone so quickly, but just into 2025 Jo called and took a detailed and quite frank overview of our situation and where we found ourselves. She didn’t judge, she didn’t even seem shocked, she listened…… she paused……… and what followed was total acceptance without judgement and so much compassion and understanding._
_Sessions soon started with Paul, who I must say takes everything in his stride, there is not a story he hasn’t heard before and not a situation he hasn’t personally come across of experienced. When you feel in the depths of despair, distraught at what life had become he was there with a torch and words that you’ll hold for a lifetime._
_Autism, ADHD, PDA, OCD, Behavioural Issues, any neurodivergence fractures families, it breaks parents after years of wear and tear. Halcyon comes in and helps you see you’re not alone, you’re not that different and in fact things will be ok, you’ve just got to go through this little rough patch to get to the good stuff._
_He has helped two parents realign, he has helped our family back together, he has helped to calm our home and give us an understanding of our ---- that marries without conflict. Life isn’t perfect, it’s not meant to be, but we can live in our moments happy._
_Halcyon is invaluable._
_I thank my lucky stars every day I walked into that hospital appointment with my ----, breaking down, not knowing if I could go on or where to turn for help and our Paediatrician listened, saw and offered Halcyon. Halcyon who I’d never heard of, yet I’ve been an “autism mum” for 23 years, that one referral, that one click of a button changed all our lives and gave us a hope we had lost._
**TAR**
2024
7
## **Testimonial 2**
_We were referred to Halcyon as we have been struggling to cope as a family_ _**.**_
_Paul has helped us to understand our ----- mind and the reasons behind why --does and says certain things._
_At times we can become totally overwhelmed and having someone to talk through these situations helps us to feel less isolated and helps us to understand that we are making the right decisions._
_He’s helping to direct us in the correct ways to deal with situations which we have battled with for a long time._
_Talking to someone who completely understands and relates to how we feel is invaluable. It is a great help to know that Paul has personally gone through almost all of the experiences/challenges that we are experiencing. He’s not just another counsellor/coach that has learned his skill from a text book, he’s actually lived it. Each session feels like a safe place where you can open up and share personal challenges. Paul maintains a non-judgemental and respectful attitude throughout._
_We would highly recommend Halcyon to other families in the same situation._
**TAR**
8
2024
## **Section E Financial review**
**Brief statement of the**
There is a formal policy on reserves and financial management. The charity reserve of £18,000 covers yearly liabilities and closure costs.
**charity’s policy on reserves**
**Details of any funds materially** There are no funds in deficit. **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;
The charity has successfully delivered support and training to a wide range of individuals, organisations and companies. It has met its charitable objectives of delivering Parent Support Programmes, ASD and Neurodevelopmental skills and training.
The Halcyon staff, volunteers and Trustees have worked hard to ensure the budget was targeted at delivering training courses and support. This has allowed us to deliver our training and support at no cost to families.
- investment policy and objectives including any ethical investment policy adopted.
**TAR**
9
2024
**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**
**TAR**
10
2024
||**Halcyon Training Foundation**
**Charity Name**|**Halcyon Training Foundation**
**Charity Name**|**Halcyon Training Foundation**
**Charity Name**|**1141655**
**No (if any)**|**1141655**
**No (if any)**|**CC16a**|
|---|---|---|---|---|---|---|
||**For the period**
**from**|01/01/2024
Period start date|**To**|31/12/2024
Period end date|||
||||||||
|**Section A Receipts and payments**|||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**133**
**10,217**
**78,565**
**40**
**-**
**-**
**-**
**88,955**
**-**
**-**
**-**
**88,955**
**414**
**991**
**2,188**
**108**
**2,525**
**103**
**907**
**310**
**15,740**
**51,072**
**20,014**
**94,372**
**332**
**-**
**94,372**
**- 5,417**
**-**
**26,332**
**20,915**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**133**
**10,217**
**78,565**
**40**
**-**
**-**
**-**
**88,955**
**-**
**-**
**-**
**88,955**
**414**
**-**
**991**
**2,188**
**108**
**2,525**
**103**
**907**
**310**
**15,740**
**51,072**
**20,014**
**94,372**
**-**
**94,372**
**5,417**||**Last year**
**to the nearest £**|
|Donations|**133**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**133**||**174**|
|TrainingCentre Fees|**10,217**|||**10,217**||**6,632**|
|Grants/PSP|**78,565**|||**78,565**||**68,772**|
|Bank Interest|**40**|||**40**||**66**|
||||||||
||**-**|||**-**||**-**|
||**-**|||**-**||**-**|
||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**88,955**|||**88,955**||**75,644**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||**-**
**-**
**-**|**-**|||
||**-**|||**-**||**-**|
|**_Sub total_**|**-**|||**-**||**-**|
|**_Total receipts_**
**A3 Payments**|||**-**||||
|||||||**75,644**|
||||||||
|TrainingExpenses|**414**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**414**||**625**|
|OT,InspLearners etc costs||||**-**||**1,580**|
|BT Phone,Mobiles & Broadband|**991**|||**991**||**2,029**|
|Office Supplies & IT|**2,188**|||**2,188**||**1,283**|
|Website & Email Hosting|**108**|||**108**||**388**|
|Insurance|**2,525**|||**2,525**||**2,350**|
|Bank Charges|**103**|||**103**||**113**|
|Staff Exp& CPD|**907**|||**907**||**2,076**|
|Vol Exp||||||**408**|
|payroll|**310**|||**310**||**432**|
|HMRC|**15,740**|||**15,740**||**13,328**|
|Wages&Pensions|**51,072**|||**51,072**||**51,010**|
|Rent&Electricitycosts|**20,014**|||**20,014**||**12,094**|
|**_Sub total_ **|**94,372**|||**94,372**||**87,716**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
|**x2 computers**|**332**||**-**
**-**
**-**|||**368**|
||**-**|||**-**|||
|**_Sub total_**||||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||**-**||||
|||||||**87,716**|
||||||||
||**- 5,417**|**-**|**-**
**-**
**-**
**-**|
**5,417**||**- 12,072**|
||**-**|**-**||**-**|||
||**26,332**|**-**||**26,332**||**38,404**|
||**20,915**|**-**||**20,915**||**26,332**|
CCXX R1 accounts (SS)
01/09/2025
1
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
at bank
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
**Details**
**Details**
x2 computers|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**20,915**
**-**
**-**
**-**
**-**
**-**
**20,915**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
332
**900**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||||
|||||
CCXX R2 accounts (SS)
01/09/2025
2
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees**
Charity Name Halcyon Training Foundation
**On accounts for the year Charity no** 1141655 **ended** 31/12/2024 **(if any) Set out on pages** (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/12/2024 **DD / MM / YYYY** .
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I 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, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** [The charity’s gross income exceeded £250,000 and I am qualified to **examiner's statement** undertake the examination by being a qualified member of [insert name of applicable listed body]]. _Delete_ [ ] _if not applicable._
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- _Please delete the words in the brackets if they do not apply._
**Signed: Name:** Mary Williamson **Relevant professional** AAT
**Date:** 15/8/2025
1
**Oct 2018**
**IER**
## **qualification(s) or body (if any):**
**Address:**
7 Ty Draw Road Cardiff CF23 5HA
## **Section B Disclosure**
Only complete if the examiner needs to highlight material 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** .
2
**Oct 2018**
**IER**