Trustees' Annual Report for the period
From
Period start date Period end date 01 01 2023 31 12 2023 To
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1166093
The Courage Foundation UK
Charity's principal address 2 Bursledon Road
Southampton
Postcode SO19 7LW
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 (if any) |
|---|---|---|---|---|
| Ruth Palmer | Chair | |||
| TonyPalmer | Treasurer | |||
| Simon Vargeson | ||||
| Ellen Vargeson | ||||
| Mark Vargeson | ||||
| BethanyVargeson | ||||
| Matthew Long | ||||
| Rebekah Long | ||||
| John White | ||||
| Claire White |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution)
Constitution
CIO How the charity is constituted
(eg. trust, association, company)
Trustee selection methods
Appointed by trustees
(eg. appointed by, elected by)
Section C Objectives and activities
TAR
October 2023
1
The object of the CIO is for the public benefit to relieve the mental and physical sickness and distress of children and families suffering from bereavement living Summary of the objects of the in England by providing such support as the trustees deem appropriate for such charity set out in its persons in particular (but not exclusively) through the provision of family days governing document out at theme parks. What • GENERAL CHARITABLE PURPOSES Summary of the main • THE ADVANCEMENT OF HEALTH OR SAVING OF LIVES activities undertaken for the • RECREATION public benefit in relation to • OTHER CHARITABLE PURPOSES these objects (include within this section the statutory Who declaration that trustees have • CHILDREN / YOUNG PEOPLE had regard to the guidance • OTHER DEFINED GROUPS issued by the Charity How Commission on public • OTHER CHARITABLE ACTIVITIES benefit)
Section D Achievements and performance
This year the charity has spent considerable time seeking to explore Summary of the main additional revenue streams – grant applications, fund raising events and achievements of the charity general raising awareness of the charity with local(ish) businesses. during the year We have continued to support many families with annual passes and days out, clearing much of the application backlog caused by Covid. We are excited to see how things develop further in the future and being able to re-open the application process.
Section E Financial review
As yet the charity has not had need to put together such a policy.
Brief statement of the charity’s policy on reserves
Section F Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
TONY PALMER Signature(s) RUTH PALMER Tony Palmer Full name(s) Ruth Palmer Position (eg Secretary, Chair, Chair Treasurer etc) Date 27/10/23
TAR
October 2023
2
Charity Name No (if any) The Courage Foundation UK 1166093 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/01/2023 31/12/2023
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 18,806 4,203 - 24 - - - - 23,033 - - - 23,033 1,008 1,625 19,308 - - 66 - - - - 22,008 - - - 22,008 1,026 - 8,787 9,813 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 18,806 4,203 - 24 - - - - 23,033 - - - 23,033 1,008 1,625 19,308 - - 66 - - - - 22,008 - - - 22,008 1,026 |
Last year to the nearest £ |
|
| Donations | 18,806 | 12,529 | ||||
| Income from merchandise | 4,203 | 3,780 | ||||
| Building gifts | - | - | ||||
| Interest | 24 | 6 | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
23,033 | 16,315 | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| 16,315 | ||||||
| Cost of fundraisingactivities | 1,008 | 1,229 | ||||
| Merchandise | 1,625 | 2,471 | ||||
| Purchasing of annual passes for families | 19,308 | 26,807 | ||||
| Website and media | - | - | ||||
| Building& office construction | - | - | ||||
| Bank charges | 66 | 93 | ||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 22,008 | 30,600 | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| 30,600 | ||||||
| 1,026 | - | - | 1,026 |
- 14,285 | ||
| - | - | - | - | - | ||
| 8,787 | - | - | 8,787 | 23,072 | ||
| 9,813 | - | - | 9,813 | 8,787 |
CCXX R1 accounts (SS)
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 |
RUTH PALMER Signature TONY PALMER Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 8,787 - - - - - 8,787 - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name TONY PALMER RUTH PALMER |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
|||
| Date of approval |
|||
| TONY PALMER | TONY PALMER | 27/10/2024 | |
| RUTH PALMER | RUTH PALMER | 27/10/2024 |
CCXX R2 accounts (SS)
2