2022-09-30-accounts

Trustees’ Annual Report for the period

From 30/09/2021 Period start date To 30/09/2022 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. Assisted veterans in household items. 5. Assisted veterans with children to purchase Christmas gifts for their children. 6. Started Canoeing and cycling sessions for veterans and their families. 7. Extended our veterans food bank to help more people. CASE STUDIES N PETER LAWSON P was referred to Help A Squaddie by Op Courage. P was struggling around Christmas time financially. The Charity stepped in and purchased Christmas gifts for P’s two children, and bought

		Christmas dinner for the family. To help P further, the Charity purchased a two food shops which enabled P to become a little more financially stable. N N started at the Breakfast Drop Ins in 2019, and was struggling with alcohol dependency issues. N wasn’t ready to tackle his issues, and it took until 2022 for him to ask for help from the Charity. A caseworker was assigned to N, and they supported N with travel to and from appointments to seek guidance and help for a detox. N eventually went in to a detox programme, and continued his recovery in a two year Rehabilitation Programme. N is now in a better place in life, and has gone on to mentor other veterans with substance abuse problems.
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
Policy on grant making	Para 1.38
Policy on social investment including program related investment	Para 1.38
	Para 1.38	Volunteers have helped run regular drop-in sessions for veterans and their families and run

Contribution made by volunteers		a successful veterans food bank as well as walking and other outdoor activities. All volunteers are now trained 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	Help A Squaddie has fast become well known within the UK. The Charity now receive calls from Veterans, their families, and also other Charities for advice and support. The Charity works well with other Charities, to ensure that the very best wrap around care is given to all who get referred or make a self referral.

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 stating why they are 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	At the moment we face no uncertainties as we are financially stable and aim to be even more stable when we purchase The Russell Aston Home For Veterans.

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 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 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 (if any)
	Cameron Urquhart	Chairperson
	Mike Aston
	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 23/05/23

uaddle Income and Ex nditurg 181 October 2020 . 30th S• un •m￿r 2022 .2022. -2021- Income Colle¢D'on, t)onatws & Events Sales Fundraising Donation from staffordth.re Rwment Piior year 8djustrnent to incryr 3,396.65 1.692.52 5,114.56 3,770.78 5.582.98 5.99J.05 3,413.36 18,650.CIJ 66,896.57 m.100.3Q £37A07.17 Expendltyre offi￿ Costs Client Dfopin Centre Equiwe17trFLtnd Rai&ng costs Client Suppjrt Restn"cted Funds Spent Insuranc Training & Subscriptions Post, printing & ststs.on 4.167.78 5.202 86 4.ffi5.21 9,697.88 26,948.03 246.16 1.150.(XJ 1.463.51 3,119.40 3.414.85 18.173.92 723.57 29.47 168.(X) 240.C Ac￿￿nts Profession81 Fee's Travel costs Equipment Web5it8 Bad Debt DepretsalKJn 1.892.85 278.03 341.29 251.31 $16.97 207.49 29.89 £55.956.52 £29,304.84 Surplu8 I ID•ficltl 1.143.78 £8.102.33 h••t a• th• Year E b•r 2022 Currènt Account Opening BalaThx as Surptus I (Deficrt" I for Ihe Year 1 Od 2021 47.n824 21.143.78 £68m2.02 39.825.91 8,102.33 £47,728.24 Curren¢ Account Closing Balarte as Comput8r Equipment Balan￿ as Fixlwes 8 Frtlings 8alance as Debtor Owod to K•rry Urqvhart 30 Sept 2021 30 Sept 2022 30 S8Pt 2022 67,540.02 432.iX) 47.573.24 45.IX> £47,728.24 £68,872.02 s Summ Restricted Funds- Lotto Restrict￿ Funds- Go¥emFr Restricaed Funds- J Juks Garden Restricted Funds- On8Stc Unrestricted Funds 9,357.35 3.552.37 13,825.99 3,592.16 55.93 199.71 30,054.25 £47,728.04 199.71 55,7C6.66 £68,872.02 £D.oD NTAN S REPORT The above Income & Eyndrfure aca)unl ts the en¢Ang 3CMh Sewember 2022 has and is in aC£Ordan￿ therewth MJ Accounta

Independent examiner's report on the accounts Se¢tion A Independent Examinerfs Report Report to the trusteesl members of Help-a-squaddie On accounts for the year ended 30. September 2021 Charity no lif anyl 1182523 Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity's trustees consider that an atsdil is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. 11 is my responsibility to". examine the accounts under section 145 of the Charities Act, to follow the procedures laid down in the general Directions given by the Charity Commission {under section 145{Sllbl of the Charities Act, and to slate whether particular matters have come lo my attention. Basis of independent My examination was carried out in accordance with general Directions given examiner's statement by the Charity Comfflission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the Iruslees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as lo whether the accounts present a 'lrue and fair. view and the report is limited lo those matters sel out in the statement below. Independent In connection with my examination, no matter has come to my allenlion examiner's ststement lolher than that disc105ed below") which gives me reasonable cause to believe thal in, any material respect. the requirements". lo keep accounting records in accordance with seclion 130 of the Charities Act; and lo prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act have not been mel.. or 2. to which. in my opinion. attention should be drawn in order to enable proper understanding of the accounts lo be reached. Please delete the words in Ihe brackets if they do not apply. Signed: Date: 12. May 2022 Name: Philippa Johnson MJ Accountancy Ltd Address: Suites 2 & 3 Bow Street Chamber 'A Bow Street Rugeley. Staffs WS15 28T IER March 2012

Section B Dis¢losuro Only complete if the examiner needs lo highlight material problems. Give here brief details of any items that the examiner wishes to disclose. No other matters arise at this time. IER March 2012