## **Trustees’ Annual Report for the period** ## **From 30/09/2020 Period start date To 30/09/2021 Period end date** ## **Charity name: Help A Squaddie** ## **Charity registration number: 1182523** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**Our aim is to help develop the capacity and**
**skills of the socially and economically**
**disadvantaged community of ex-military and**
**their families within the Staffordshire and**
**South Derbyshire area.**| |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|**1. Organised regular successful**
**drop-in sessions for veterans.**
**2. Rehoused a number of homeless**
**veterans.**
**3. Intervened successfully in suicide**
**interventions through our veterans**
**helpline.**
**4. Organised bushcraft/Gardening**
**and magnet fishing activities.**
**5. Assisted veterans in household**
**items.**
**6. Assisted veterans with children to**
**purchase Christmas gifts for their**
**children.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We have had regard to the guidance issued for
public benefit and have met this by facilitating
Drop in sessions, running a mental health
helpline and veterans foodbank.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making |||| |---|---|---| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|Volunteers have helped run regular drop-in
sessions for veterans and their families and run a
successful veterans food bank as well as walking
and other outdoor activities. We have started
making plans to train more volunteers in Military
MHFA so they have a better understanding of
the issues that veterans face.| |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||**2021 saw veterans face many challenges**
**with The Covid pandemic still affecting**
**the whole world and mental health**
**conditions worsening but nothing could**
**of prepared us for the fallout of from the**
**fall of Afghanistan.**
**We were successful in running online**
**sessions and when the country opened**
**up we restarted our drop in sessions**
**which were welcomed by all.**
**Our helpline was busier than ever and we**
**were able to offer comfort and support to**
**veterans in crisis. We also assisted**
**police and paramedics in similar**
**situations.**
**Case Studies**
M was referred via Tils. He was sofa surfing
with his young daughter and his mental
health was suffering as a result. We assisted
him with his housing application and
supported him while permanent housing was
found. Once this was secured we assisted
him to furnish his daughters bedroom and
offered further support when needed.
B came to us via a call to our helpline, he
was homeless and hadn’t eaten for a
number of days. We arranged food for the
short term, we then secured accommodation
for him and offered ongoing support.| J came to our attention via the local council and police. He had recently been discharged from hospital after suicidal thoughts and Alcohol addiction. Unfortunately, J was not a priority for our local council even though he was having severe withdrawals from alcohol, he was asked to leave council funded accommodation after a few nights and this was done at very short notice so we had to act extremely fast to signpost J to suitable accommodation in Liverpool. We transported J via train under our supervision due to his health condition at the time, Once there we paid a months rent up front and paid for food and other essential items. **Other Activities** We have managed to run regular dropping sessions for veterans and their families as well as outdoor activities which included walking cycling magnet fishing and camping. Our veteran’s food bank has been successful in securing funding for the next 12 months we also have a fantastic relationship with our local Morrisons who regularly donate food. Help A Squaddies Christmas appeal was a huge success and we managed to help over 50 families with things such as Christmas food and gifts for their children. ## **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|**The charity has been affected by the**
**pandemic financially although we are**
**financially sound.**| |Statement explaining the
policy for holding reserves
statingwhytheyare held|Para 1.22|**We aim to keep £20000 in reserve at all times**
**so we can keep the charity running efficiently**
**and cover all our overheads.**| |Amount of reserves held|Para 1.22|**£20000**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**We like many other charities have faced**
**uncertainties financially because of the impact**
**of the covid 19 pandemic.**| |**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|**Various grants and fundraising**
**events/activities.**| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**| |A description of the principal
risks facing the charity|Para 1.46|**None at this time.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Charitable incorporated organisation with**
**constitution.**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Constitution**| |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|**Any New Trustee is selected by current**
**board of trustees and the CEO. We are**
**constantly trying to find any gaps in the**
**skillset of the board and we will advertise**
**through our local support organisation**
**Support Staffordshire if and when**
**needed. We ask for references and**
**previous experience of a trustees role.**
**We also prefer to have trustees with lived**
**experience of Veterans issues.**| |**Additional information (optional)**
You may choose to include further statements|**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|**Help A Squaddie**| |---|---| |Other name the charity uses|| |Registered charity number|**1182523**| |Charity’s principal address|**11 Anson Street**
**Rugeley**
**Staffordshire**
**WS152BG**| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Cameron Urquhart|Chairperson||| ||Mike Aston|||| ||Martin Jackson|||| ||Eben Tatam|||| ||Ayden Fessey|Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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 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)** **Type of Name Address adviser** **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) Full name(s)** Cameron Urquhart **Position (eg Secretary,** Chair **Chair, etc) Date** 23/03/21 Income and Ex 1st Octo ndl re Account mber 2021 Incomg Collection, Donations & Events Sales Fundraising Donation from Staffordshire Regiment Prior year adjuslmenl to income Resliicted Income 3.770.78 5.582.98 5.990.05 4,710.86 314.30 1,500.00 3.413.36 18,650.C 20,000.00 £37.407.17 £26,526.16 Exyndfturo Officè Costs Cllent Dropln Centre EquipmenVFund Ralsing co$t$ Client Support Restricted Fun¢Js Spent Insurance Trainin9 & Subscriptions Post, printing & statsonery Workwear Accounts Travel co818 Equipment for Office Web¥ile Other 966.05 1,463.51 3.11940 3,414.85 18,173.92 936.52 628.22 1.310.83 33.950.54 248.18 0.00 201.03 305.83 540.00 620.30 299.48 107.18 38.98 723.57 29.47 168.00 240.00 278.03 446.84 251.31 29.89 £29,304.84 £39,183.06 8urplu• I ID•flclt) £8.102.3J £12,667.89 Current Account Opening 8alance as Surplus I IDefi¢itl for the Year Movement Summary 1 Oct 2020 39.625.91 8.102.33 É47.728.24 52,283.80 12,857.89 £39,626.91 Current Account Closing 8alance a8 Debtor Owed to Kerry Urquhart 30 Sept 2021 47,573.24 200.00 45.00 £47,728.24 43,345.31 -306.24 £43,039.07 Funds Summa Restricted Funds - Lotto Reslrided Funds - Govemment Restricted Funds - J Jukes Garden Restricted Fund$ - One$top Unreslricled Funds 13.82S.99 3.592.16 SS.93 199.71 30,054.25 £47.728.04 28,484.56 4,857.71 55.93 199.71 8,028.00 £39.625.91 NTANT The abgve Income & Expenditure account for thg year ending 301h September 2021 has been prepared wthout full audrt from books, records, infrymth'¢)n and explanation8 Supplied and is in accordanrE therev￿th ntsn Ltrl. Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the tru8ts0s1 memborn of Helpa-squaddie On accounts for the year endod 30th September 2021 Charlty no (If any) 1182523 Respectlve The charity's trustees a￿ responsible for the p￿paratIon of the account8. rnsponslbllltles of The charity's trustees consider that an audit is not required for this year trust￿* •nd examln•r under seclion 144 of the Charities Act 2011 (the Charrties Act) and that an independent examination is needed. It is my responsibilty to.. examine the a¢￿Unts urKIw 8edion 145 of th• Chantw Act, to follow the procedures laid down in the general Directions given by the Chanty Commission (under section 145{51(b) of the Charities Ad, and to state whèther particular matter8 have come to my attention. Basls of Indop•ndent My examination was carried out in accordance with general Directions given •xaminef s statemeirt by the Charrty CommissFon. An examinalion includes a review of the accounting record8 kept by the charrty and a comparison of the account8 presented wrth th08e records. It also includes consideration of any unusual items or disclosures in the accounts. and seeking explanalions from the truslees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is grven as to whether the accounts present a Irue and fair, view and the report is limited to those matters set out in the Statement bolow. Independont In connection wrth my examination. no matter has come to my attention •xam1no￿S •tatomont lother than that disclosed below "} 1. which gives me reasonable cau88 to believe that in, any matorial respect, the requirements". to keep accounting records in accordance with s•ction 130 of the Chafities Act: and to prepare account$ which accord with the accounting records and comply wrth the ac￿UntIng requirements of the Charities Act have not been met: or 2. to which, in my opinion. 8tterrtion should be dravm in order to enabk proper understanding of the accounts to b8 reached. . He8se delete the ￿)rdS in the br8ck8ts rfthey do not apply. Slgn•d: Date: 10th March 2021 Name: Midfael James MJ Accountancy Ltd Addrnss: Suites 2 & 3 Bow Street Chamber 'A Bow Street Rugeley. Staffs WS15 28T IER Ala￿h 2012