## **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
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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)**| |---|---|---|---|---| ||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 N)6 LS Ip4J Ll)LS4 Fop•t> i J•1•￿IllI11llll [ I•l•￿IllI￿lI11II L40 t)0 L4 rt) zCc> 4vr40 K*71￿1￿ tr-IV 81, VA ¢> Yort* )IJ￿* el )A 40 1360 JL i< qo qo 64 ,l¢S Iro ST4f .Sf E* T SttsCLIY Iro Sc>C) 91 r)IÈsoL ts3 YJ (* srf4( sThp gr £TIi)E6 tss raJ a￿lP Zz L4 Is 72 Zw 24 041 ¢z*tr>t y ¥) b4 •?n*>3 ill v•1 +7 sprL IH* QL IVJ 9• os r) ->Fa rvd f)9 zz ¥14 •0 L? D4J? ¢J 12J 19 Fliqs IIJ ia4 I stro sraLT 11 ?( 31