## **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: 01284 830300 Email: sam@johnparkerandco.co.uk ## **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: 01284 830300 Email: sam@johnparkerandco.co.uk ## **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