Trustees’ Annual Report for the period
From 1 April 2024 Period start date To 31 March 2025 Period end date
Charity name: Butterflies-Haven
Charity registration number: 1168333
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The relief of children and young persons affected by the complex Autism Spectrum (with or without diagnosis) or with a development delay, by the provision of support, facilities and services for them and their families. This service is provided to families from Bath and North-East Somerset, Bristol, South Gloucestershire, North Somerset, Somerset and Wiltshire. |
| 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 |
The charity’s primary objective is to provide inclusive, supportive sessions for families, offering opportunities for interaction, engagement, and community support. In setting these objectives, the trustees have had due regard to the Charity Commission’s guidance on public benefit. During the year ending 31 March 2024, the charity delivered its sessions consistently and expanded its activities to meet growing demand. Regular coffee mornings continued, held in conjunction with Bristol Autism Support, to provide support for families. In addition, monthly Sunday sessions were introduced at We the Curious in Bristol. These sessions were extremely well received and enjoyed by all who attended. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Butterflies Haven assists the children and young people to engage in community involvement and social inclusion by accessing facilities enjoyed by other non-Autistic members of the community. Trustees have introduced a fee waiver policy to ensure that financial difficultyis not a barrier to |
membership.
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Volunteers contnued to play a central role in the delivery of the charity’s services. The trustees acknowledge and thank all volunteers for their commitment and enthusiasm, without which the charity would not be able to operate efectvely. Volunteer numbers remained steady, refectng the natural turnover experienced by many charites. Recruitment eforts were successful in atractng several enthusiastc younger volunteers, partcularly from local schools and colleges,bringingfresh energyand ideas. |
| 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 | April 2024 to March 2025 was a period of growth for the charity. Session delivery remained strong throughout the year, providing valuable and reliable support to families. The charity strengthened partnerships with local educatonal organisatons including Wellsway School, Oasis Academy, and St Brendan’s Sixth Form College, all of which supported the charity through volunteer and student involvement. The relatonship with Fosseway School also deepened, providing important training opportunites for volunteers while enhancing the support available to families. The charity sustained and grew partnerships with Bath and NE Somerset Council, Keynsham Town Council,Communityat 67,and St Francis |
Church. A series of sessions delivered at the Keynsham Town Council Youth Centre provided a dedicated and welcoming space to engage directly with young people in the local community. A key development has been the move to a new IT service, which has greatly improved the efficiency of our operations. By streamlining communication, record-keeping, and administrative tasks, this system has enabled us to manage the charity more effectively and freed up valuable time and resources to dedicate to supporting our members. These improvements, combined with the stability of our trustee team, have put us in a strong position to plan for the future with confidence. A major development in January 2025 has been the opening of our new central office. This step marks an important milestone in our growth and stability. Along with a new Session Leader, we employed an administrator to help coordinate the day-to-day running of the charity, ensuring that our operations are well organised and sustainable. This new structure provides a strong foundation for the future.
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
Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
Additional information (optional)
| Additional information (optional) | Additional information (optional) | 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 | |
| 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
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|---|---|---|
|Description of charity’s|
|trusts:|
|Type of governing document|Para 1.25|
|(trust deed, royal charter)|BF|
|NEW|constitution|
|(2).pdt|
|Constitution|
|How is the charity|Para 1.25|CIO|
|constituted?|
|(e.g unincorporated|
|association, CIO)|
|Trustee selection methods|Para 1.25|Trustees are appointed in accordance with the|
|including details of any|charity’s governing document. New trustees are|
|constitutional provisions e.g.|recruited as required to ensure the Board|
|election to post or name of|maintains an appropriate balance of skills,|
|any person or body entitled|
|knowledge and experience.|
|to appoint one or more|Vacancies are widely advertised and recruitment|
|trustees|
|follows safer recruitment principles.|
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Additional information (optional) You may choose to include further statements where relevant about:
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|---|---|
|Policies and procedures|
|adopted for the induction and|Para 1.51|
|training of trustees|
|The charity’s organisational|
|structure and any wider|Para 1.51|
|network with which the|
|charity works|
|Relationship with any related|Para 1.51|
|parties|
|Other|
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Reference and Administrative details
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|---|---|
|Charity name|Butterflies-Haven|
|Other name the charity uses|none|
|Registered charity number|1168333|
|Charity’s principal address|20 Temple Street|
|Keynsham|
|Bristol|
|BS31 1EH|
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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) |
|---|---|---|---|---|
| Callum Lee | Chair | |||
| Chris Jorgensen | Secretary & Vice Chair |
|||
| Claudia Barton | Treasurer | |||
| Adrian Inker | ||||
| Gwenna Ewing | ||||
| Matt Hunt | ||||
| Marc Purkiss | ||||
| Keith Burchell | 1.4.24 - 30.11.24 | |||
– Corporate trustees names of the directors at the date the report was approved Director name None
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| None | ||
Funds held as custodian trustees on behalf of others
Description of the assets n/a 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
n/a
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) Full name(s) Callum Lee
Position (eg Secretary, Chair Chair, etc)
Date 26.1.26
| Butterflies-Haven | 1168333 | 1168333 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||||||||||
| For the period from ~~ee ~~ |
4/1/2024 To ~~ee ~~ |
3/31/3025 ~~ee~~ |
|||||||||
| Section A Receipts and payments | |||||||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | |||||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||||
| A1 Receipts | |||||||||||
| Subscriptions | 5,635 | - | - | 5,635 | 7,167 | ||||||
| Grants | 7,226 | 15,781 | - | 23,007 | 55,635 | ||||||
| Event Income | - | - | 528 | ||||||||
| Donations | 3,610 | - | 3,610 | 15,579 | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| - | - | - | - | - | |||||||
| Sub total(Gross income for AR) | 16,471 (Gross income for AR) |
15,781 | - | 32,252 | 78,909 | ||||||
| - - - - - - - - - Sub total - - - - - Total receipts 16,471 15,781 - 32,252 78,909 A2 Asset and investment sales, (see table). ~~——_——=——~~ |
|||||||||||
| A3 Payments | |||||||||||
| Payroll/Services | 2,431 | 15,783 | - | 18,214 | 18,958 | ||||||
| Venue Costs | 1,819 | 2,424 | - | 4,243 | 3,665 | ||||||
| Session Costs | 1,453 | 951 | - | 2,404 | 1,232 | ||||||
| Equipment | 6,866 | - | 6,866 | - | |||||||
| IT/Phone Costs | 2,915 | - | - | 2,915 | 2,251 | ||||||
| Office Rent | 1,875 | - | - | 1,875 | - | ||||||
| Insurance | - | - | - | 308 | |||||||
| Sundries/Refreshments | 326 | 326 | 159 | ||||||||
| Expenses Reimbursement | - | 93 | |||||||||
| Toys | - | - | |||||||||
| Training | 333 | 333 | - | ||||||||
| Professional Fees | 7,424 | 7,424 | 975 | ||||||||
| Volunteer/Trustee Expenses | 970 | 970 | 258 | ||||||||
| Events & Other Expenditure | 979 | 979 | 1,589 | ||||||||
| **Sub total ** | 20,525 | 26,024 | - | 46,548 | 29,489 | ||||||
| - - - - - - - - Sub total - - - - - Total payments 20,525 26,024 - 46,548 29,489 A4 Asset and investment purchases, (see table) ~~—————~~ |
|||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end **Cash funds this year end ** |
- 4,054 - 10,243 - - 14,297 49,419 - - - 39,501 30,743 - 70,244 20,824 35,447 20,500 - 55,947 70,243 ~~SSS—~~ |
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | Endowment | |||||
|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | funds | |||
| to nearest £ | to nearest £ | to nearest £ | |||||
| B1 Cash funds | Working Balance (Metro) 8,641 - - Reserves (Santander) 47,307 - - - - - 55,947 - - Total cash funds ~~————~~ |
||||||
| (agree balances with receipts and payments account(s)) |
(agree balances with receipts and payments | Agreement Error | Agreement Error | OK | |||
| Unrestricted | Restricted | Endowment | |||||
| funds | funds | funds | |||||
| Details | to nearest £ | to nearest £ | to nearest £ | ||||
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - - ~~—=>=~~ |
||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| B3 Investment assets | - - - - - - - - - - ~~—~~ |
||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||
| B4 Assets retained for the charity’s own use |
- - - - - - - - - - - - - - - - - - ~~==555~~ |
||||||
| Fund to which | Amount due | When due | |||||
| Details | liability relates | (optional) | (optional) | ||||
| B5 Liabilities | - | ||||||
| - | |||||||
| - | |||||||
| - | |||||||
| - | |||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Print Name | Date of approval |
|||
| C Barton | 29/01/2026 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name Butterflies-Haven
31[st] March 2025
On accounts for the year ended Charity no (if any)
1168333
Set out on pages
(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity for the year ended 31[st] March 2025
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Charity’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 material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
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.
Signed:
Date
29th January, 2026
1
October 2018
IER
Name:
John Robert Eke
Relevant professional qualification(s) or body (if any):
Fellow of the Association of Charity Independent Examiners
Address:
Soarview, 4 Stable Court
Malborough
Devon TQ7 3FB
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER