Trustees’ Annual Report for the period
From 01/07/23 Period start date To 30/06/24 Period end date
Charity name:Freezone Retreat
Charity registration number:1151125
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote good mental health for the public benefit through the provision of residential therapeutic retreats |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
We primarily hold therapeutic retreats for people in abstinence based recovery. We also hold a fundraising festival every year offering meditation,yoga, and other holistic workshops that enables us to raise funds in line with our mission statement. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes the trustees have read the public benefit rules for charities |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making | |
| Para 1.38 | |
| Policy on social investment | |
| including program related | |
| investment | |
| Para 1.38 | |
| Contribution made by | |
| volunteers | |
| Other |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We are in the business of relapse prevention. Guests come along to our retreats and learn holistic ways to deal with living with the stress of life on life’s terms. We offer truly non profit retreats we charge how much they cost, (all our staff and facilitators are volunteers supporting the aims of Freezone),we try and make our events as inclusive as possible. The benefits to our guests are numerous. Weve had people arrive on the edge of a relapse (divorce, bereavement etc) who have experienced the empathy and support at a Freezone event and gone home with hope in their heart. Weve had many people experience the benefits of mindfulness/meditation /yoga and it becoming a daily practice for them with the obvious benefits. Over the years there’s grown a community of Freezoners who keep in contact and support each other. Theres many more but space is limited |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | After many years of just breaking even and trying for funding (only to be knocked back)we decided to hold a fundraising festival that has really helped our finances. We have purchased new marquees and equipment for our charity. We have a better website, We have a van to transport the infrastructure for the events. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold an unrestricted reserve of £1200 .The remainder we hold as designated reserves as we wish to purchase a small piece of woodland to hold even cheaper events thus making us even more accessible. We would also like to expand our scope to people who are not in recovery but would benefit from what we offer . |
| Amount of reserves held | Para 1.22 | £20000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The retreats just break even as we sell them for what they cost. Our main source of funding for the admin and other costs is the fundraiser festival ( freezone festival) |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Articles of association and memorandum |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Company limited by guarantee |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are selected informally involving a meeting with each trustee and a collective vote on suitability |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Freezone Retreat |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1151125 |
| Charity’s principal address | 1 Wilderness wood Quarr farm Rd Swanage BH193DY |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 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) |
|---|---|---|---|---|
| Carl Simmons | ||||
| Marko Redulovic | ||||
| Bryan Jack | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name Carl Simmonds Marko Redulovic Bryan Jack
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Brian Grant Full name(s) Brian Grant
Position (eg Secretary, manager Chair, etc)
Date
24/04/25
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CHARITY COMMISSION FOR ENGLAND AND WALES ••• Independent examiner's report on the accounts Section A Independent Examiner's Report Ff£eLfno Charlty i4ame Report to the trusteesl members of JLJrk(L MLV On accounts for the year ended Charity no (if any) Set out on pages (remernber ID incliide Ihe age numbers of addillonal shoets) Responsibilities and basis of report I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended DDIMMIyl. As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acf). 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examiner's statement I have completed my examination. I confirm that no materiaf matters have come to my attention (other than that disclosed below ') in connection with the examination which gives me cause to believe that in, any material respect: I 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. * Please delete the words in the brackets if they do not apply. LJdL2 Signed: Date: Relevant professional qualification(s) or body (If any): IER October 2018