Trustees’ Annual Report for the period
From 03/01/2024 Period start date To 03/01/2025 Period end date
Charity name: Smiling Families
Charity registration number: 1183860
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To provide support, friendship and arranged activities to help families affected by serious/terminal illness or disability, giving a chance to smile and spend quality time together |
| 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 |
Arranging support sessions, therapeutic activities, wish making small grant offering and special events/respite breaks and days out. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | ll trustees are aware of the commission guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | The charity has a policy in place for grant making. All grants are viewed and discussed by trustees. Before a decision is made following a previously set criteria. |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | We have a small number of committed volunteers who undergo regular safeguarding training. |
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 | We continued our monthly activity boxes to aid mental health issues from isolation, our online impact helped families to feel included reducing feelings of isolation. We arranged respite breaks and days out for families in need of convalescence. Support sessions and group project materials and individual gift boxes. We were able to award cash grants to families in vulnerable positions. (To purchase white goods/end of life family activities/garden accessibility for disabled children. We were able to purchase soft play/adapted and sensory equipment for use in a toy lending library for families unable to access local facilities and those who suffer financial hardship as such items can be expensive. We held a hugely popular mobile grotto for those families isolated and unable to visit activities locally or nationally. We have also begun a project delivering Fist Aid courses at subsidised costs to carers, families we support and other community groups through the help of volunteers and local businesses. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | This was a very disappointing year for fundraising and grant application acceptance. As Kerry was unwell for a large part of the year this had a knock on affect to the applications and also the ability to fundraise efeectivley. Its decided that the responsibility to apply for support should be shared with at leas wo other volunteers and we should reach out to local council for direction from support team. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Whilst we were successful in raising furnds for our two main activities, the support sessions and individual activoes were scaled back. |
| Investment performance against objectives |
Para 1.41 | |
|---|---|---|
| Other | It is decided that a bigger push on raising funds through First Aid courses will be essential for fundraising next year. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Fundraisimg has been difficult and has had a huge impact on the support offered, a good plan for moving forward has been reached and a better division of responsibility and support in place. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | As a small charity it was decided by the trustees to hold a small reserve to ensure the basics of the support sessions could be covered should the charity be in difficulty due to lack of funding or support, an agreed amount of £2000. |
| Amount of reserves held | Para 1.22 | £2000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | The charity relies on grants, donations and fundraising such as Summer fun days, car boot sales, bake sales and raffles |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | Obviously, the current financial cliam continues to hamper a number of our fundraising efforts, we also need to secure more volunteer help to ensure larger activities and support sessions are possible with correct ratios. |
| 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 | Foundation CIO |
| 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 | An additional trustee has been added to bring a further dimension and ideas for moving the charity focus forward, The trustees are nominated and then voted by those trustees already sitting. |
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 | Abigger push on fundraising activities is needed to prevent a low income year such as this again. |
Reference and Administrative details
| Charity name | Smiling Families |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1183860 |
| Charity’s principal address | 4 Peace Court Hampton in Arden Solihull B920AW |
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) |
|---|---|---|---|---|
| Kerry Martin Beades |
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| Paul Martin- Beades |
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| Owen Martin Beades |
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| Mark Loveland | ||||
– 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) Position (eg Secretary, Chair, etc) Date |
Kerry Martin Beades | Paul Martinj Beades |
|---|---|---|
| Kerry Martin Beades | Paul Martin Beades | |
Chair |
||
| 28/10/25 | ||
| 28/10/25 |
Charity Name No (if any) Smiling Families 1183860 Receipts and payments accounts CC16a For the period Period start date Period end date To from 02/01/2024 01/01/2025
| Section A Receipts and payments | Section A Receipts and payments | |||||
|---|---|---|---|---|---|---|
| A1 Receipts | Unrestricted funds to the nearest £ 19,460 30 14,000 - - - - - 33,490 - - - 33,490 2,500 250 1,100 1,200 800 500 4,500 12,500 3,400 26,750 2,500 29,250 - - |
Restricted funds to the nearest £ 2,000 - - - - - - - 2,000 - - - 2,000 - - - - - - - - - 2,000 - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - - - - - - - - 2,500 - |
Last year to the nearest £ |
|
| donations andgrants | 19,460 | |||||
| interest on account | 30 | - | ||||
| fundraisingevents | 14,000 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
33,490 | |||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| cost of fundraisingevents | 2,500 | - | ||||
| room hire | 250 | - | ||||
| telephone,internet,postage | 1,100 | - | ||||
| insurance | 1,200 | - | ||||
| office supplies/advert | 800 | - | ||||
| grants and donationspaid | 500 | - | ||||
| travel costs | 4,500 | - | ||||
| charitable activities | 12,500 | - | ||||
| activityboxes | 3,400 | - | ||||
| **Sub total ** | 26,750 | |||||
| A4 Asset and investment purchases, (see table) |
||||||
lending library toys |
2,500 | |||||
| - | ||||||
| A4 Asset and investment purchases, (see table) Total payments |
||||||
| - | ||||||
| - | - | - | - | - | ||
| - | - | - | - | |||
| - |
CCXX R1 accounts (SS)
02/11/2025
1
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Signature k martin beades |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - 1,000 2,000 ok Agreement Error Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name kerryMartin-Beades |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| k martin beades | kerryMartin-Beades | 28/10/2025 | |
CCXX R2 accounts (SS)
02/11/2025
2