Trustees’ Annual Report for the period
From 30/09/2022 Period start date To 30/09/23 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. Provided Fresh/ambient Food Parcels and provided online food shops for veterans and their families. 2. Assisted veterans in Mental Health Crisis with emergency therapy and NHS (Tils) ongoing therapy. 3. Hosted a monthly breakfast for veterans and their families. 4. Opened The Russell Aston Home For Veterans. 5. Organised various water sports activities including canoeing/paddleboarding and a water-based obstacle course. 6. Organised veterans walking and cycling activities. 7. Paid for veterans to attend bushcraft weekends. 8. Provided Christmas gifts and food. 9. Paid for hotels and food for homeless veterans. 10. Provided clothing for veterans. 11. Social care for elderly isolated veterans including transport. |
| 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 as well as opening The Russell Aston Home For Veterans. |
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 | January 2023 The Charity opened The Russell Aston Home For Veterans, with the official opening 24th June 2023 to commemorate the 20th anniversary year of Cpl Russell Astons passing. The home has gone on to provide accommodation to 8 homeless veterans so far, which has led to the property being at full capacity, and now with a waiting list. Case studies J being a young veteran, finding himself homeless sleeping in his car, contacted The Charity via a Social Prescriber from his GP. The Charity provided J with immediate emergency accommodation, also providing emotional and social support. The Charity liaised with the Local Council, and J has gone on to permanent housing, and is now in a better position in his life. S was referred to The Charity by his friend, after S became homeless over night. The local Council provided S accommodation in a hotel, however S hadn’t any cooking facilities. The Charity stepped in and provided meals |
daily for 2 months, until S was eventually placed in to permanent accommodation. M rang The Charity Caseworker after he was unfortunately subjected to DV, which led to him having to leave his property immediately for his safety. The Charity housed M and provided strong emotional support day and night, until M felt strong enough to move on to his own home. Support with M is ongoing. R being an elderly veteran became socially isolated, and struggled with anxiety and depression. The Charity visit R weekly and give daily phone calls to ensure that he is well. R now attends social events accompanied by a volunteer for The Charity, with the volunteer providing transport. Recently R was unwell, and The Charity have supported R with his medical appointments.
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 | The Charity are now in a fortunate position that the general public and businesses now fundraise on behalf of the charity. We also have our own merchandise. |
| 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 | 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 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Like All Charities money is uncertain but we now have a steady stream of income. |
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 |
Public fundraising. Business fundraising. National lottery grants. Various other grants. Rental income. |
|---|---|---|
| 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 | No immediate risk. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable incorporated organisation with 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 |
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 | Help A Squaddie |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1182523 |
| Charity’s principal address | St Johns Church Hednesford Road, Cannock. WS12 3DZ |
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) |
|---|---|---|---|---|
| Cameron Urquhart | Chairman | |||
| Ayden Fessey | Treasurer | |||
| Mike Aston | ||||
– 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, CEO Chair, etc)
Date 09/06/2024
Help a Squaddie Income and Expenditure Account 1st October 2022 - 30th September 2023
| Income Collection, Donations & Events 2,896.09 3,396.65 Sales 30.00 1,692.52 Fundraising 6,332.64 5,114.56 Rental Income RAHFV 18,867.89 - Grants 19,320.00 - Restricted Income 339,460.02 66,896.57 £386,906.64 £77,100.30 Expenditure Salary Expenses 12,600.00 0.00 Office Costs 4,056.07 4,167.78 Client Drop-in Centre 2,384.96 5,202.86 House upkeep 8,099.02 0.00 Equipment/Fund Raising costs 3,675.57 4,665.21 Client Support 13,014.54 9,697.88 Restricted Funds Spent 31,502.85 26,948.03 Insurance 866.97 246.16 Training & Subscriptions 0.00 1,150.00 Post, printing & stationery 16.31 5.00 Accounts 250.00 250.00 Professional Fee's 0.00 400.00 Travel costs 652.80 1,892.85 Website 0.00 341.29 Bad Debt 0.00 265.00 Depreciation 443.96 516.97 Phones 904.35 0.00 Other 360.30 207.49 £78,827.70 £55,956.52 Surplus / (Deficit) £308,078.94 £21,143.78 Balance Sheet as the Year Ended 30th September 2023 Current Account Opening Balance as @ 1 Oct 2022 68,872.02 47,728.24 Surplus / (Deficit) for the Year 308,078.94 21,143.78 Movement Summary £376,950.96 £68,872.02 Current Account Closing Balance as @ 30 Sept 2022 69,428.76 67,540.02 Computer Equipment Balance as @ 30 Sept 2023 288.02 432.00 Fixtures & Fittings Balance as @ 30 Sept 2023 600.02 900.00 Property Balance as @ 30 Sept 2023 306,880.84 Creditors 246.68 - £376,950.96 £68,872.02 Funds Summary Restricted Funds - Lotto 4,429.04 9,357.35 Restricted Funds - Government 1,454.40 3,552.37 Restricted Funds - J Jukes Garden 0.00 55.93 Restricted Funds - Onestop 0.00 199.71 Restricted Funds - Know your Neighbor 8,563.17 0.00 Restricted Funds - Crowdfunder 728.01 0.00 Restricted Funds - Morrisons Garden 3,164.66 0.00 Restricted Funds - Charitable giving Amazon 11.28 0.00 Restricted Funds - RAHFV Grant 1,010.47 0.00 Unrestricted Funds 357,589.93 55,706.66 £376,950.96 £68,872.02 - 2022- - 2023- |
2,896.09 3,396.65 30.00 1,692.52 6,332.64 5,114.56 18,867.89 - 19,320.00 - 339,460.02 66,896.57 - 2022- - 2023- |
2,896.09 3,396.65 30.00 1,692.52 6,332.64 5,114.56 18,867.89 - 19,320.00 - 339,460.02 66,896.57 - 2022- - 2023- |
2,896.09 3,396.65 30.00 1,692.52 6,332.64 5,114.56 18,867.89 - 19,320.00 - 339,460.02 66,896.57 - 2022- - 2023- |
|---|---|---|---|
| £386,906.64 £77,100.30 12,600.00 0.00 4,056.07 4,167.78 2,384.96 5,202.86 8,099.02 0.00 3,675.57 4,665.21 13,014.54 9,697.88 31,502.85 26,948.03 866.97 246.16 0.00 1,150.00 16.31 5.00 250.00 250.00 0.00 400.00 652.80 1,892.85 0.00 341.29 0.00 265.00 443.96 516.97 904.35 0.00 360.30 207.49 |
|||
| £78,827.70 £308,078.94 68,872.02 308,078.94 £376,950.96 69,428.76 288.02 600.02 306,880.84 246.68 - £376,950.96 4,429.04 1,454.40 0.00 0.00 8,563.17 728.01 3,164.66 11.28 1,010.47 357,589.93 £376,950.96 |
£55,956.52 | ||
| £21,143.78 | |||
| 47,728.24 21,143.78 |
|||
| £68,872.02 | |||
| 67,540.02 432.00 900.00 |
|||
| £68,872.02 | |||
| 9,357.35 3,552.37 55.93 199.71 0.00 0.00 0.00 0.00 0.00 55,706.66 |
|||
| £376,950.96 | £68,872.02 |
ACCOUNTANT'S REPORT
The above Income & Expenditure account for the year ending 30th September 2023 has been prepared without full audit from books, records, information and explanations supplied and is in accordance therewith.
Rugeley, Staffs 6th June 2024
MJ Accountancy Ltd.
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Help-a-Squaddie On accounts for the year 30[th] September 2023 Charity no 1182523 ended (if any) Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit 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.
It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. 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 trustees 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 to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent In connection with my examination, no matter has come to my attention examiner's statement (other than that disclosed below *)
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which gives me reasonable cause to believe that in, any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
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have not been met; or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
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Please delete the words in the brackets if they do not apply.
| Signed: Name: Address: |
P Johnson | 6thJune 2024 |
|---|---|---|
| Philippa Johnson | ||
| MJ Accountancy Ltd | ||
| Suites 2 & 3 Bow Street Chamber | ||
| ½ Bow Street | ||
| Rugeley, Staffs WS15 2BT |
IER
March 2012
1
Section B Disclosure
Only complete if the examiner needs to 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
2