2024-03-01-accounts

Trustees’ Annual Report for the period

From 01.03.22 Period start date To 28.02.23 Period end date

Charity name: Harley Jae South

Charity registration number: 1180185

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 sickness of children (people under the age of 18) and their families living in London or the south of England, who are suffering from a life limiting or life changing condition in particular but not exclusively by the provision of equipment, respite in the community (paying for support staff from an agency) or purchasing holidays on their behalf
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	• Provide equipment • Grant wishes • Provide holidays to families
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	To confirm the trustees have guidance issued by the Charity Commission on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38

Contribution made by volunteers 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	The charity's achievements reflect our commitment to making a meaningful difference in the lives of our beneficiaries and society at large. Among our notable accomplishments, we've directly impacted individuals by providing essential items tailored to their needs. For instance, we've ensured the comfort and mobility of an individual by funding a chair, bringing immediate relief and enhancing their quality of life. Additionally, our efforts extend to brightening the days of those facing adversity, such as individuals spending time in hospitals. Through funding holidays and providing toys and gifts, we've brought joy and comfort to those in challenging circumstances, fostering hope and resilience during difficult times. These initiatives not only address immediate needs but also have wider benefits for society. By promoting well- being and inclusivity, we contribute to the creation of a more compassionate and supportive community. Furthermore, our actions inspire others to join in our mission, amplifying the positive impact and nurturing a culture of generosity and empathy. In summary, our achievements highlight the tangible differences we've made in the lives of our beneficiaries, from providing essential items to spreading joy and hope. Moreover, our work contributes to building a more caring and connected society, where everyone has the support and resources they need to thrive.

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

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The charity held reserves at this point as qualifying referrals had not been made my organisations or individual families.
Amount of reserves held	Para 1.22	8, 667
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	None

Additional information (optional)

You may choose to include further statements where relevant about:

Fundraising by individuals. The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust Deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Trust
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

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and 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

Reference and Administrative details

Charity name	Harley Jae South
Other name the charity uses
Registered charity number	1180185
Charity’s principal address	52 Sutherlands Court Hampshire SO532QB

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Teresa Blanchard
	Sarah Jane Nixon-Sommerville
	GeoffreyHo

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

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)

Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)	Names and addresses of advisers (Optional information)
Type of adviser Name Address
Volunteer	Lucy Blanchard	28 Empire Square South, SE14NF
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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) T.J.Blanchard Full name(s) Teresa June Blanchard Position (eg Secretary, Primary Trustee Chair, etc) Date 04.05.24

John Parker & Co Accountants

61 The Glebe, Lawshall, Bury St Edmunds, Suffolk. IP29 4PN Tel: [phone] Email: [e-mail]

HARLEY JAE SOUTH

ANNUAL ACCOUNTS FOR THE PERIOD 1 MARCH 2022 TO 28 FEBRUARY 2023

£ Surplus Funds Available 1 March 2022 Add: Donations & Events Less: MarkeDng, General Overheads & Fundraising Costs Surplus Funds Available 28 February 2023 £	£ 15,917 13,410 20,660 8,667

I can confirm that all figures pertaining to Harley Jae South are accurate and true as per the records supplied.

Yours faithfully,

Sam Parker

JOHN PARKER & CO

John Parker & Co Accountants

61 The Glebe, Lawshall, Bury St Edmunds, Suffolk. IP29 4PN Tel: [phone] Email: [e-mail]

HARLEY JAE SOUTH

ANNUAL ACCOUNTS FOR THE PERIOD 1 MARCH 2023 TO 29 FEBRUARY 2024

£ Surplus Funds Available 1 March 2023 Add: Donations & Events Less: MarkeDng, General Overheads & Fundraising Costs Surplus Funds Available 29 February 2024 £	£ 8,667 1,471 6,842 3,296

I can confirm that all figures pertaining to Harley Jae South are accurate and true as per the records supplied.

Yours faithfully,

Sam Parker

JOHN PARKER & CO