|||**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|**Trustees' Annual Report for the period**|
|---|---|---|---|---|---|---|---|---|
||**From**|Period start date|||**To**|Period end date|||
|||1st|11|2022||31st|10|2023|
Section A Reference and administration details
**Charity name** Oscar’s Wish Foundation **Other names charity is known by** OWF **Registered charity number (if any)** 1169892 **Charity's principal address** 23 Tulip Tree Road Worthing **Postcode** BN13 3FZ
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**|
|---|---|---|---|---|
||Gemma Kybert|2016-2024|||
||Nick Rawlinson|2022-2024|||
||Kara Davey|2022-2024|||
||Emily Nisbet-
Hawkins|2022-2024|||
||||||
||||||
||||||
||||||
||||||
||||||
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
|**Type of adviser**|**Name**
**Address**|**Name**
**Address**|
|---|---|---|
|**Treasurer**|Lucinda Watkinson||
|**Accountant**|Paul Tolhurst||
|**Book Keeper**|Aggie Standing||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
Gemma Kybert
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution
Type of governing document (eg. trust deed, constitution) Constituiton How the charity is constituted (eg. trust, association, company) Elected by Trustee selection methods (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
We have policies and procedures that outline how we elect and induct out trustees.
- policies and procedures The Charity has a strong organisational structure. The team work well adopted for the induction and together and we have created a supportive network within the wider training of trustees; community.
- the charity’s organisational In brief we feel that our governance is firm and suitable for the charities
- structure and any wider needs and the guidance set out for small charities.
- network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
## **- Our Charities purpose**
**Summary of the objects of the** "To relieve the suffering and emotional distress amongst parents and **charity set out in its** families who have experienced the loss of a baby through Miscarriage, **governing document** Stillbirth or neonatal death, in particular but not exclusively by, supporting newly bereaved parents by the provision of bereavement packs, support, raising awareness and providing a support network".
March **2012**
**TAR**
2
## **Summary**
- Provide support through Bereavement Packs given to families at the hospital or received through the post
-
- Raise awareness and Break the silence associated with this experience
-
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- To help relieve the suffering and distress experienced by parents, families and siblings who have lost their baby through miscarriage, stillbirth, multiple loss, neonatal death
- Provision of online support through information and a message board on social media
- By organising and holding community and fundraising events to support and raise funds/awareness
- To reduce the feeling of loneliness, depression, anxiety and isolation felt by grieving through support workshops
- The development of a support Network for parents by increasing contact with other families who have experienced a similar loss
- Support for parents, families and siblings who have experienced a pregnancy or birth loss with the donation of our "Love-a-Bear" program
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## **Grant Making**
We have a grant making policy which we developed in 2023 to enable us to access grants and do more fundraising now that we are actively recovering from the global pandemic.
It has become very obvious that being able to “Bid” successfully or apply to available “Funding pots” or grants is increasingly difficult as so many more charities/ groups and CIC’s are bidding for the same funds.
Accessing grants to further develop the charity will help support our families better and we will endeavour to continue making these applications especially as we are facing the cost of living crisis.
## **Contribution made by Volunteers**
The vital contribution that our volunteers make to OWF is imperative to our work as a small charity. We are only able to achieve all that we do because of volunteers support.
Volunteers support OWF to-
- Run small projects
- Physically make resources or facilitate small groups of volunteers to make resources
- Continue to help us to raise awareness and necessary funds to
March **2012**
**TAR**
3
support or work.
|Section D|Achievements and performance|Achievements and performance|
|---|---|---|
|**Summary of the main**
**achievements of the charity**
**during the year**|||
|||**Summary of the main achievements of the charity during the year**
Being awarded Community Champion at the AMEX Stadium
Brighton & Hove, Sussex
Meeting targets for bereavement support across the two UH
Sussex sites
Developing new relationships with networks of people/teams who
will continue to support and follow our charities work
We have a streamlined, supportive team of Trustees and
volunteers supporting our work|
|**Section E Financial review**|**Section E Financial review**|**Section E Financial review**|
|---|---|---|
|**Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially**
**in deficit**
**Further financial review details**
You**may choose**to include
additional information, where
relevant about:
the charity’s principal
sources of funds (including
any fundraising);|||
|||**2024 Finance Policy- Defining Reserves**
Reserves are funds that are available to spend on any of the charity’s purposes.
They need to be either:
**Restricted**- These are funds that are “ear Marked” or “kept ring fenced”
for a particular project or these might have come from a funding application
where specifically applied for items/projects must be purchased with that money.
**Unrestricted**– funds that the charity trustees are able to use for any of
the charity’s purposes.
**Cash**(or things easily converted to cash, like debtors) – not long-term
assets like buildings that you use in your work.
**Reserves**enable a “buffer” against uneven and unpredictable income or
spending. This will help us to plan for the future, as it gives us time to take action
intentionally. We have a £15,000 minimum buffer at all times. This means that
there must always be £15,000 (minimum) in our Charity account.
Reserves are our charities bridge to the future, enabling our social impact for
years to come. Therefore it is sensible to look at these as a ‘rainy day’ savings
fund for an emergency which accountants want to hold onto ensuring the
“financial safety” of the charity in the short term.|
|||Not applicable|
||**(Optional information)**||
|||**Our principal sources of funds (including Fundraising & Donations)**
Between the 1.11.22 and 31.10.23 we received no funding applications
from local or central government nor did we received funding from any
organisation.|
March **2012**
**TAR**
4
- how expenditure has Our principal costs and those costs of running services to our community are vital to support all aspects of our work. However we will review this
- supported the key objectives of the charity; quarterly to ensure that we are aware and being proactive regarding accounts.
- investment policy and objectives including any We did however receive donations from families and small local business ethical investment policy who wanted to provide support.
- adopted. A number of fundraising events were held and these boosted our charity funds.
**Expenditure supporting Key objectives**
Between the 1.11.22 and 31.10.23 our monthly expenditure exceeded the funds that were available on a monthly basis. Because of this we made some sensible restrictions budgeting and reduced the number of families that we provide counselling to from 110 down to 100. This has help our bank account.
**We do not need, nor do we have an investment policy**
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Miss Gemma Jayne Kybert Kybert **Full name(s)** Gemma **Position (eg Secretary, Chair,** CEO and Charity Founder/ Trustee **etc) Date** 10.7.24
March **2012**
**TAR**
5
**Oscars Wish Foundation 1169892 Receipts and payments accounts CC16a For the period** 11/1/2022 10/31/2023 **To from**
## **Section A Receipts and payments**
|**Section A Receipts and payments**|||||
|---|---|---|---|---|
|**A1 Receipts**
**52,889**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**52,889**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 52,889**
**A3 Payments**
**47,861**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ 47,861**
**-**
**-**
**_Sub total_ -**
**_Total payments_ 47,861**
**_Net of receipts/(payments)_ 5,028**
**A5 Transfers between funds**
**-**
**A6 Cash funds last year end**
**35,321**
**_Cash funds this year end_ 40,349**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**52,889**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**52,889**
**-**
**-**
**-**
**52,889**
**47,861**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**47,861**
**-**
**-**
**-**
**47,861**
**5,028**
**-**
**35,321**
**40,349**|**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**52,889**|**38,331**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**52,889**|**38,331**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**|**-**|
||||**-**|**-**|
||||||
|||**-**|**52,889**|**38,331**|
||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**47,861**|**40,514**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**-**|**-**|
||||**47,861**|**40,514**|
||||||
|||**-**
**-**
**-**|**-**||
||||**-**||
||||**-**|**-**|
||||||
|||**-**|**47,861**|**40,514**|
||||||
||**-**|**-**
**-**
**-**
**-**|**5,028**|**- 2,183**|
||**-**||**-**|**-**|
||**-**||**35,321**|**37,504**|
||**-**||**40,349**|**35,321**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**|**Details**
**Details**
**Details**
**Details**
Cash balance b/f
**Details**
Owed paye and other
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**40,349**
**-**
**-**
**40,349**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
41083
734
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**to nearest £**
**-**
**-**
**-**
**-**
OK
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Restricted**
**funds**
**Restricted**
**funds**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|---|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||OK|
|||||**to nearest £**
**Endowment**
**funds**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**Current value**
**(optional)**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**-**|
|||||**When due**
**(optional)**|
||Owed paye and other|734|**-**||
||||**-**||
||||**-**||
||||**-**||
||||**-**||
Signed by one or two trustees on behalf of all the trustees
|Signature
Ms G Kybert|Print Name
Ms G Kybert- Trustee|Date of
approval|
|---|---|---|
|Ms G Kybert|Ms G Kybert- Trustee|11/10/2023|
||||
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name Oscars Wish Foundation **members of On accounts for the year** To 31 October 2023 **Charity no** 1169892 **ended (if any) Set out on pages** As in Section B Disclosure (remember to include the page numbers of additional sheets)
**Report to the trustees/ members of**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31 / 10 / 2023**
**Responsibilities and basis of report**
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 Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** [The charity’s gross income exceeded £25,000 and I am qualified to **examiner's statement** undertake the examination by being a qualified member of MAAT
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
- _Please delete the words in the brackets if they do not apply._
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**|Paul Tolhurst|09/11/2023|
|---|---|---|
||||
||Mr P Tolhurst Maat||
||||
||MAAT||
||||
||Organic Accountancy Services, The Glade, Newick Hill, Newick, BN8 4QR||
||||
||A t/name of Organic Property Co Ltd||
1
**Oct 2018**
**IER**
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the** There are no areas of concern. **examiner wishes to disclose** .
2
**Oct 2018**
**IER**