## **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
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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 (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 Juk*s 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