Trustees. Annual Report for the period PericJ start date Oayffi M04rrth Y8af2024 erK(l end date MI104 Year2025 From Section A Reference and administration details Charfty name 90 DEGREES SOUTH FOUNDATION Othèr namos ¢harlty18 known by Registered charity number (rf any) 1163898 Charity's principal addr•ss 30a Cowl Street Shepton Mallet Somerset Postcode BA4 SER Names of the charity trustees who manage th• charlty Dates •ct•d 11 not for whole Tru•t• n*m• Offie•111 any) Name of per8on lor body) errtltl•d olnt tru8tse Ifan Naorni Kay Tom Oavis Chair Jamie Davis 10 12 13 14 15 16 17 18 19 20 Names of the trnstees for the charity. rf any, (for example, any custodian trustees) Name Dates acted if not for wholo ear TAR March 2012
Namos and addrosses of advisors (Optional inforniati of adviser Name Address Namè of ehiéf èx•eutivè or namès of sènior staff Mamr$ Ioptional infonnation) Section B Structure, overnance and mana ement Descrlptlon of the charlty's trusts Type of goveming document 'J knVI IDI'.IVIIVFI I How the charty 13 constituted AsaCIO Trustee selection methods The Trustee8 set up the tharlty arwj there will be no changes. Addltlonal governance Issues (Optlonal Infomiatlon) You may choo80 to indude addilional infoThation, where relevant, about.. policies and procedures adopted for the Induction and training of trustees., th8 charity's organisational structure and any wider network wrth which the charity works., relationship with any related parties.. trustees, consideration of major risks and tha system and procedures to manage them. Section C Ob-ectives and activities To make grants to worthy causes and to wot* wrth other charities to provide support for indtvidual8. Summary ofthe objects of th8 charity set out in its governing document TAR March 2012
The purpose of the chanty continued to be the making of grants to deserving causes bul also to work with other chanties to provide spe¢ifi¢ support as appropriate Vthilst the Ttustees continued to consider applications for grants by deserving causes rt was decided that. subj'ect to receiving an exceptional request, working with other charities was a better use of resources. The events that took pla during the year confirmed that view. The Trustees confirm they have regard to the guidance issued by the Charrty Commission on public benefit. Summary ofthe main activities undertaken for the public benefit in relatlon to these objects (include withln thls section the statutory declaration that trustees have had regard to the guidance Issued by th8 Charlty Commission on publlc benefitl Addltlonal detalls of objecllves and aclivltles (Optional inforniation) You may Ghoose to include further stalements, where relevant, about.. policy on grantmaking., policy programme related Inveslment.. ontribution made by volunteers. TAR March 2012
Section D Achievements and performance During the year the charity worked wrth another local charity to provide an event for a signfficant number of people who regulady use the local charty. The event was a success a¢¢ording to the feedback received. Summary of the main achievements of the charity during the year TAR Mard) 2012
Section E Financial review The charity will always seek to retain sufficient reserves as required for it to fulfil tt's aims. Brief statement of the charity's policy on reserves Detail3 of any funds materlally In d8fl¢it Not applicat4e Furthèr flnancial revlow detalls (Optional infomiallon) You may choosè to include additional information, where relevant al)out'. the charity's pnncipal sources of funds (including any fundraising)., how expenditure has supported the key objectives ofthe charty" Investment policy and objectives including any elhical 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 chaiity's trustees Slgnaturo(s) Naomi Kay Full namels) Position leg Secretary. Chair. etc) Naomi Kay Chair Dat• 11.1.2026 TAR March 2012
| CHARITY COMMISSION I FOR ENGLANO AND WALES Receipts and payments accounts Forthe period CC16a To 6.4.2024 5.4.2025 Section A Receipts and payments unTtr$¢t•d fvnlts lund• Total fvnd• Last •r to lh• nMmt£ A1 R•¢01 ts Sub total(Gmss Income for AR) A2 A•••t and InwTr8tm•nt sAI••. {••• t•bhl. Sub tolal Tot•1 re¢pts A3Pa •nts 5.797 5,797 7A28 Sub tot•1 5.797 5,797 7,426 A4 Asset )nd inv•stm•nt urch•8•8. tsbl• Sub total 5.797 5,797 7.426 Net of recelpts/(paym•nts} A5 Transfers beiween funds A6 Cash funds last year end Cash funds this yearend 5.79 S.797 7.426 22.580 Il783 16.783 7.426 CCXX R1 aC£¢Xts ISSI
Section B Statement of assets and liabilities at the end of the period UnTrsiwl¢t•d fund5 Endowment funds Galegorle¥ Details fund5 nDarvvt£ B1 Cash fund$ Totsl ea$h fund$ 16.7B3 Unrestrfcted fvnds Restrlct•d funds Endowrnent funds to neimt£ Detsi18 Fund to wN¢h Cwr•rrt vAIu• D•talt8 D•tai18 CL¥t lop0) turr4nl v4lu• B4 Assets r•tsln•d for th• Cha own u•• Fut)d 1OTwhkh ount du• kina bYh•n du• Deta115 B5 Llablllti Syjned by one of InJs18es on behalf oral th& IruS$ Dale of roval .01.2026 CCXX R2 wunts ISSI