# **The Beau Halo Trust Charity Number: 1171777**
# **Trustees' Annual Report and Financial Statements for the Period 1 October 2023 to 30 September 2024**
16[th] May 2025
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**The Beau Halo Trust** Trustees' Annual Report for the Period Ended 30[th] September 2024
## **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 2024
## **Names of the Charity Trustees who Manage the Charity**
_**Appointed**_
_**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 2024
## **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 2024
## **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 2024
## **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 (particularly with the rising cost of living in the UK)
- 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
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**The Beau Halo Trust**
Trustees' Annual Report for the Period Ended 30[th] September 2024
reduced significantly – Reserve Policy again to be noted)
## **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 2023 – September 2024] would be set at £30,000 for the annum in view of the current and ongoing fundraising challenges).
This amount will be reviewed on an ongoing basis 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 2024
## **Declaration** ~~es~~
## **The Trustees declare that they have approved the Trustees' Report above.**
Signed on behalf of the Charity's Trustees
**Signature(s):** ae **Full Name(s):** Hannah Kate Henriques **Position(s):** Charity Chair **Date:** 16/05/2025
**Independent Examiner’s Report on the Accounts** ~~ee~~
N/A
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## **The Beau Halo Trust**
## **Receipts and Payments Accounts**
## **For the period from 1[st] October 2023 to 30[th] September 2024**
|**Section A Receipts and Payments**
**A1 Receipts**
Donations
Non-Fundraising Income
Organised Events
**A2 Asset and Investment Sales**
**A3 Payments**
Charity Insurance
Charity Services (Including Family Grants
and Memorials)
**A4 Asset and Investment Purchases**
Net of Receipts/Payments
Balance B/Fwd from Previous Year
Fund Balance Carried forward|**2023-2024**
**(12 Months)**
270
120
3,422|**2023-2024**
**(12 Months)**
270
120
3,422|
|---|---|---|
||232
5,100|3,812
|
|||5,332
-1,520
63,755|
|||62,235|
**The Beau Halo Trust**
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**Statement of Assets and Liabilities**
**For the period from 1[st] October 2023 to 30[th] September 2024**
## **Section B Statement of Assets and Liabilities at the end of the period**
||**2023-2024**|
|---|---|
||**Cost**|
|**B1 Cash Funds**||
|Lloyds Bank|62,235|
|**B2 Other Monetary Assets**|0|
|**B3 Investment Assets**|0|
|**B4 Assets Retained for Charity own use**|0|
|**B5 Liabilities**|0|
|**Total of Assets less Liabilities**|62,235|
## **Signatures**
(Signed by one or two trustees on behalf of all the trustees)
|**Signature**
~~ee~~
~~,~~|**Print Name**
~~ee~~
|**Approval Date**
~~ee~~
|
|---|---|---|
|~~,~~|HANNAH HENRIQUES
|16/05/2025
|
|~~,DTK~~|DEBORAH STEVENS
~~DTK~~|16/05/2025
~~DTK~~|
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