TRUSTEES ANNUAL REPORT FOR THE PERIOD I SEPTEMBER 2023-31 AUGusf 2024 'Peterson's Fund for Children, is a registered local charity that SUPPOrts young people in Surrey, and its surrounding areas, who struggle with severe mentsl / physical disabilities. It provides financial and other assistsnce to families with children, and other young per- sons who are unfortunately faced with this situation, by providing funding to: enable custom therapy obtain specialised equipment organise care workers and other professionals otherwise unavailable under public as- sistance. The aim of the charity is to help as many young people in need as possible in the hopes of improving their quality of life and offering them opportunities in order to maximise their individual growth and potential. The charity started nearly 17 years ago. It began small with a weekly food concession stand at a local sports field. and helping one child, and has since grown to include several large fundraising projects throughout the year enabling it to help 7 young people plus some 'one-off opportunities when feasible to do so. The charity is supported by many friends and sponsors that donate generously of their time, services, talents, resources and money and we are very grateful for their assistance. We are a relatively small charity, however this does not mean the we do not have an im- pact. The charity provides hope for families; hope that the future for these wonderful young people will be enhanced and full of possibility and opportunity. Whether it is week- ly therapy sessions or the purchase of equipment. we aim to provide the resources to fur- ther their development and enrich their lives. It does not take much, but it means so much. We do not provide the therapy but fundraise so the children we help can afford the best care. For the year from September 2023 to August 2024, the charity was less involved with fundraising events and more with the evolvement of our charity costume shop and focus- ing on the mental and physical wellbeing of our families as they have been struggling: BMS Berkeley continues to support us with a monthly donation of £lOO. Gocardless raised £360 for our charity. Twist Teas grant of £lOOO. Donations amounting to £1700. Suite 109 Costurnes, our charity Costume shop brought in £50,238 in its seventh year
of operations. We were fortunate, with the money raised through these donations, to provide £36,934 in grants to the young people who we support, during this time period. The vast majority was spent on respite, supplements and crucial health evaluations, mentoring, rehab thera- pies, horse-riding, and music therapy. All the money we raise goes to these young people, since the Fund has no salaried employees or overhead expenses. We would like to thank the following sponsors, who have contrlbuted to the charity: Twist Teas We look fonvard to another exciting year in the charity and hope to increase our funds, our exposure and awareness and, most of all, our ability to help those in need. Peterson's Fund for Children 33A Broadwater Close Walton-on-Thames, Surrey KT12 5DD Reg # 1141737 Trustees: Charlene Peterson, Tim Peterson, Hannah Peterson, Lauren Rahlson and Kim Vo DECLARATION: The trustees declare that they have approved the Trustees Annual Report above Signed on behalf of the charitvs trustees Charlene Peterson 09, June 2025
CHARITY COMMISSION FOR ENGLANO AND WALES P81•r7.# Fund for Children Receipts and payments accounts CC16a For th• p10d from er To 01W2023 3110W24 Section A Receipts and payments UnrestrÉcted fund8 Restrictsd fund4 Endowrnent funds Total fund• Last yoar to M•r••t £ toll nF•rMt£ to Ith• to th• n••mt e to th• Mirn8t£ A1 R•¢•l RocaFts from cbanty srp. gifta. gr¥O. lft 8KI 8nd othorfvnd raisnq Kb 69,865 Sub tot•l(Gmss Income for AR) A2 A•8•t and Inv••trn•nt •alM, 69.080 Sub tot•1 Total r•¢•lpts 54,50 69,865 A3Pa •nts Exwnge¥ rolated ¢0 èv)11 Shcp Grnts 32,066 31.934 32,068 36,934 55.S21 19.429 Sub tot•1 09.000 74,900 A4 Aw••t and Invmtment pur¢ho•••.1••o tabl•} Sub tot•1 69,000 69,0(K) 74,950 Net Ofr•ceiPt<paYrnwtsJ . AS Transfgrs between funds A6 Cash funds last year end Cash lunds thls year end 14.492 2,785 66.116 $4,409 14,492 2,785 66,116 54,409 5,085 8,998 62.203 66.116 CCXX R1 aCcots ISSI 091LW2026
Section B Statement of assets and liabilities at the end of the period Unrestdcted funds to r•rnsl£ Restrfieted funds to near•t E Endowment funds to nvar•st£ Gategori¢$ Details B1 Caeh fund8 HSBC 55,UO PayP 831 Total ¢ash fiinds 54.409 Unrnstrfcted fund• to Mv•¥t£ Ro•trlcted fund• tg E Endowrnent fund¥ to t)•orest E Detalls Fund to whlch t b•lo ¢um?nt vlu• 1Son•l D•talls ¢0 whlc Curr•nt ¥8lu• Oeto11¥ B4 A•••ts r•taln•d for th• charlty's own u•• Fund towhlch Imib Amouffl du• YOMI Whgn du• on•1 Details BS Llabilitl 340 13062 2785 SbJned by one ormt) trustees on haw of all the Irust Date of roval Snate Print N8rne 0110512025 CCXX R2 aC0ts ISSI 091W2025
Independent examiner's report to the trustees of the Peterson Fund for Children Trust
I report on the accounts of the Trust for the year ended 31 August 2024.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to:
examine the accounts under section 145 of the 2011 Act; to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act; and state whether any particular matters have come to my attention.
Basis of independent examiner's report
My examination was carried out in accordance with the general directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no matter has come to my attention:
- (1) which gives me reasonable cause to believe that in any material respect the requirements:
o to keep accounting records in accordance with section 130 of the 2011 Act; and o to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or
- (2) to which, in my opinion, attention should be drawn in order to enable a proper understan
g of the accounts to be reached.
Ashley Harrow FCCA
Galleons Lap, Greenhayes, Shipton Gorge, Dorset. DT6 4LU Date: 14 May 2025