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The Beau Halo Trust Charity Number: 1171777

Trustees' Annual Report and Financial Statements for the Period 1 October 2022 to 30 September 2023

6[th] July 2024

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The Beau Halo Trust

Trustees' Annual Report for the Period Ended 30[th] September 2023

Reference & Administration Details

Charity name: The Beau Halo Trust

Other name(s) charity is known TBHT by:

Charity number: 1171777 Charity's operating address: 4 Kingswood Place, Knowle, Fareham, Hampshire PO17 5FG

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The Beau Halo Trust

Trustees' Annual Report for the Period Ended 30[th] September 2023

Names of the Charity Trustees who Manage the Charity

Trustee Name

Appointed

1: Hannah Henriques 23[rd] February 2017 2: Allan Packer 23[rd] February 2017 3: Deborah Stevens 23[rd] February 2017 4: Joanne Snell 23[rd] February 2017

Names & Addresses of Advisors

Name Address & Postcode

Bank: 20-24 High Street, Lloyds Bank Gosport, Hampshire, PO12 1DE

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The Beau Halo Trust Trustees' Annual Report for the Period Ended 30[th] September 2023

Names of Senior Staff with Delegated Responsibilities

Name Role 1: Hannah Henriques Charity Chairperson 2: Deborah Stevens Treasurer/Fundraising Lead 3: Joanne Snell Public Relations/Marketing Lead

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The Beau Halo Trust

Trustees' Annual Report for the Period Ended 30[th] September 2023

Structure, Governance & Management

Description of the Charity's Trusts

Type of Governing Document: Constitution

How the Charity is Constituted: Charitable Incorporated Organisation

Trustee Selection Methods: Through an advert and interview process; if and when a candidate demonstrates interest, the candidate will be provided with TBHT’s Trustee Handbook (which provides necessary and useful information regarding the application and induction process). The candidate will then attend (observing only) a quarterly Trustee Meeting to gain further understanding and insight into the Trusts’ objectives and activities. In addition, the candidate will be able to ascertain how the Trust (and Committee) operates on a day-to-day basis. The candidate will then be required to undertake a Trustee Skills Audit Form to aid the Committee in their decision to proceed with an application, this process aids to ensure an adequate skill mix exists within the Trust and Committee.

Once the candidate and Committee are both satisfied to proceed with the candidate’s application, respectively, references will be requested and confirmed and induction into TBHT will be undertaken accordingly (referring to our induction procedure and implementing relevant policies at all times). In addition, and where required (as per our DBS procedure), a DBS will be requested and confirmed via our local supporting voluntary sector organisation.

How New Trustees are Through the provision of mandatory training, the reading of Inducted and Trained: organisational policies and procedures, one-to-one training and shadowing of other Trustees, Volunteers and Staff Members.

Objectives & Activities

Summary of the Objects of the Charity as set out in its Governing Document

The preservation and protection of physical and mental health of parents and families, who have suffered a bereavement of a child or young person under 18 years of age by:

(A) The provision of services including, but not exclusively, the provision of counselling, support and practical advice and by any other means which the trustees deem fit;
(B) Raising awareness of the public in relation to the effect that a bereavement or loss can have on families and others.

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The Beau Halo Trust Trustees' Annual Report for the Period Ended 30[th] September 2023

Summary of the Main Activities Undertaken for the Public Benefit in Relation to the Charity's Objects

Emotional

Volunteer led ‘bereavement-buddy’ system that offers frontline contact, support and ‘inhour-of-need’ services
24/7 volunteer led phoneline that offers a ‘listening-ear’ service
The provision of counselling through our financial grant service

Practical

Signposting to other resources, organisations etc. that can offer further or more appropriate support
A comprehensive website offering advice, useful contacts, factsheets and other relevant information
Frontline volunteer service to provide practical advice and physical support

Financial

Financial grant-making service to provide financial support to beneficiaries with such expenses as funeral arrangements, memorials, counselling sessions and other expenses associated with the death of a child
Signposting to other organisations that can assist with associated costs where the TBHT cannot provide grants

Achievements & Performance

Statutory Declaration

The trustees declare that they have complied with their duty to have due regard to the guidance on public benefit published by the commission in exercising their powers or duties.

Summary of the Main Achievements of the Charity for the Year

Ongoing distribution of literature and other material for beneficiaries, benefactors and healthcare professionals
The provision of counselling services for bereaved families (including siblings)
The provision of financial grants for bereaved parents and their families to support with funeral costs, memorials, loss of earnings and other associated expenses
Continued marketing in order to maintain and establish new and relationships with Hospitals, organisations and other Charities
Fundraising activities continued in order to support with charitable activities (although reduced significantly as a direct result of COVID-19 – Reserve Policy to be noted)

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The Beau Halo Trust

Trustees' Annual Report for the Period Ended 30[th] September 2023

Financial Review

Brief Statement of the Charity's Policy on Reserves

To ensure the Trust does not encounter future risk and/or insolvency, the Committee will agree annually on an amount for Reserves (it was agreed and documented by the Committee that our Reserve [for October 2022 – September 2023] would be set at £30,000 for the annum in view of the current and ongoing COVID-19 pandemic).

This amount will be reviewed on an ongoing basis (in view of the current and ongoing COVID-19 pandemic) to ensure proper and accurate assessment that considers the annual income relevant at that time.

The agreed amount (subject to change pending on service user requirement) will be decided during TBHT’s quarterly Trustee Meetings.

The agreed amount will be documented within the Meeting Minutes until further notice.

Details of Any Funds Materially in Deficit

N/A

Statutory Notes to the Accounts

Particulars of Any Outstanding Guarantee Given by the CIO

N/A

Particulars of Any Outstanding Debt

N/A

Other Optional Information

N/A

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The Beau Halo Trust Trustees' Annual Report for the Period Ended 30[th] September 2023

Declaration

The Trustees declare that they have approved the Trustees' Report above.

Signed on behalf of the Charity's Trustees

Signature(s): Full Name(s): Hannah Kate Henriques Position(s): Charity Chair Date: 06/07/2024

Independent Examiner’s Report on the Accounts

N/A

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