Trustees’ Annual Report for the period
From: 02 April 22
To: 01 April 23
Charity name: FAB – Families’ Activity Breaks
Charity registration number: 1178108
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 young people up to and including the age of 19 who have suffered the loss of a serving parent or family member whilst serving in the British Armed Forces by the provision of fun and challenging activity breaks for bereaved military families in order to provide relief from the effects of bereavement to such young people. |
| 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 |
Provision of fun and challenging activity breaks for bereaved military families. We provided 2 x camps: 29 July 2022 - 5 August 2022 (Newlands) 7 - 14 August 2022 (Stamford) |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A |
| Policy on social investment including program related investment |
Para 1.38 | N/A |
| Contribution made by volunteers |
Para 1.38 | The volunteers support our families on the camps. They give up a week of their time as well as time for training. On this occasion it was 2 days. A total of 9 days. |
| Other | N/A |
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 | The families attending have benefited from therapeutic and challenging activities. These assist in building confidence but key is the peer support gained by being there with other families who are in similar circumstances to them. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set. |
Para 1.41 | Delivered two successful camps. |
|---|---|---|
| Performance of fundraising activities against objectives set. |
Para 1.41 | We do not have fundraising objectives. The committee are working to recruit a fundraising member to support this function. Donations and grant applications were successful. |
| Investment performance against objectives. |
Para 1.41 | N/A |
| Other. | N/A |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period. |
Para 1.21 | The charity is in a good financial position. The charity did not make funding applications over the COVID period due to the sum of money that was in the account. |
| Statement explaining the policy for holding reserves stating why they are held. |
Para 1.22 | Reserves are limited. |
| Amount of reserves held. | Para 1.22 | £30,000 |
| Reasons for holding zero reserves. |
Para 1.22 | N/A |
| Details of fund materially in deficit. |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern. |
Para 1.23 | N/A |
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
| Description of charity’s trusts: | Description of charity’s trusts: | Description of charity’s trusts: |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO - FOUNDATION Registered 26 Apr 2018 |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustee selection is based on those individuals who can bring a different and varied perspective. From a family and volunteer point of view and the chair is an experienced trustee who provides guidance to all. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | - |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | - |
| Relationship with any related parties | Para 1.51 | - |
| Other | - |
Reference and Administrative details
| Charity name | FAB–Families’Activity Breaks |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 1178108 |
| Charity’s principal address | 22 Grants Crescent Paisley RENFREWSHIRE PA2 6BD |
| Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | Names of the charity trustees who manage the charity | |
|---|---|---|---|---|---|
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
||
| 1 | Ian Lamberton | N/A | Karen Tait | ||
| 2 | Jennifer Birdsall | N/A | Karen Tait | ||
| 3 | Alison Sabiston | N/A | Karen Tait |
Corporate trustees – names of the directors at the date the report was approved:
Director name N/A
Name of trustees holding title to property belonging to the charity:
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| N/A |
Funds held as custodian trustees on behalf of others:
| Description of the assets | Description of the assets | N/A | ||
|---|---|---|---|---|
| held in this capacity. | ||||
| Name and objects of the | N/A | |||
| charity on whose behalf the | ||||
| assets are held and how this | ||||
| falls within the custodian | ||||
| charity’s objects. | ||||
| Details of arrangements for | N/A | |||
| safe custody and | ||||
| segregation of such assets | ||||
| from the charity’s own | ||||
| assets. | ||||
| ditional information (optional) | ||||
| Names and addresses of advisers (Optional information) | ||||
| Type of adviser | Name | Address | ||
| N/A | N/A | N/A | ||
| Name of chief executive or names of senior staff members (Optional information) | ||||
| Miss Karen L Tait MBE |
Additional information (optional)
Exemptions from disclosure
Reason for non-disclosure of key personnel details:
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees
| Signature(s) | K.Tait | |
|---|---|---|
| Full name(s) | Miss Karen L Tait MBE | Miss Alison Sabiston |
| Position (eg Secretary, Chair, etc) | CEO | Trustee |
| Date | 25 January 2024 | 25 January 2024 |
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Families' Activity Breaks 1178108
Receipts and payments accounts CC16a
For the period from 01-Apr-22 To 01-Apr-23
Section A Receipts and payments
Unrestricted funds Restricted funds Endowment funds fundsTotal Last year
to the nearest £ to the nearest £ to the nearest £ nearest £to the to the nearest £
A1 Receipts
- - - - -
Transfer YHA (previous donations) - - - - -
Donations 6,879 - - 6,879 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) 6,879 - - 6,879 -
(see table).
- - - -
- - - - -
Sub total 6,879 - - 6,879 -
Total receipts 6,879 - - 6,879 -
A3 Payments
- - - - -
CAMP EXPENSES 91,924 - - 91,924 -
TRAVEL EXPENSES 788 - - 788 -
IT/WEBSITE 1,593 - - 1,593 -
MARKETING 779 - - 779 -
BANK FEES 84 - - 84 -
TRAINING 995 - - 995 -
STORAGE 414 - - 414 -
- - - - -
Sub total 96,576 - - 96,576 -
A4 Asset and investment
DEPOSITS - 1,033 - - - 1,033
WEBSITE ADDITIONS - - - -
Sub total 95,543 - - 95,543 -
Total payments 95,543 - - 95,543 -
Net of receipts/(payments) - 88,664 - - - 88,664 -
A5 Transfers between funds - - - - -
A6 Cash funds last year end - - - - -
Cash funds this year end - 88,664 - - - 88,664 -
Section B Statement of assets and liabilities at the end of the period
Categories Details Unrestricte Restricted Endowment funds
to nearest £ to nearest £ to nearest £
B1 Cash funds BANK BALANCE 78,224 - -
- - -
- - -
Total cash funds 78,224 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricte Restricted Endowment funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
B3 Investment assets Details asset belongsFund to which - (optional)Cost - Current value (optional)
- -
- -
- -
- -
asset belongsFund to which (optional)Cost Current value (optional)
Details
B4 Assets retained for the LAPTOP 1 UNRESTRICT - -
charity’s own use LAPTOP 2 UNRESTRICT - -
LAPTOP 3 UNRESTRICT - -
LAPTOP 4 UNRESTRICT
WEBSITE UNRESTRICT - -
- -
- -
- -
- -
- -
Details Fund to which Amount due When due (optional)
B5 Liabilities CAMP DEPOSITS UNRESTRICT 1,033
-
-
-
-
Signed by one or two trustees on behalf Signature Print Name Date of approval
K TAIT KAREN TAIT 25/01/2024
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