## **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** **----- Start of picture text -----**
|||| |---|---|---| |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.| **----- End of picture text -----**
**Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
||| |---|---| |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| **----- End of picture text -----**
## **Reference and Administrative details** **----- Start of picture text -----**
||| |---|---| |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| **----- End of picture text -----**
## **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)**| |---|---|---|---|---| ||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**