## **Trustees’ Annual Report for the period**
**From 01/04/2021 Period start date To 31/03/2022 Period end date**
**Charity name:** Ailsa’s Aim
## **Charity registration number:** 1188783
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 The object is to relieve the needs of
purposes of the charity persons living in England and Wales
as set out in its who are suffering from cancer or
governing document gestational diabetes or who have
experienced premature and
problematic childbirth and their
families and carers in particular but
not exclusively by the provision of
support, items and services and
signposting to other relevant and
appropriate services.
Summary of the main Para 1.17 and Supplying essential items to patients
1.19
activities in relation to undergoing difficult diagnosis
those purposes for the including that of cancer, difficulty in
public benefit, in childbirth and parents of babies in
particular, the activities, special care.
projects or services
identified in the
accounts.
Statement confirming Para 1.18
whether the trustees Trustees have all had such
have had regard to the regard.
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
All funds raised through grants are
Para 1.38 used 100% for the benefit of
Policy on grant making beneficiaries, via essential care packs
and provisions.
We aim to be at the heart of the
Para 1.38 communities within which our
Policy on social beneficiaries live and are treated.
investment including
program related
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investment
Occasional donations of funds are
Para 1.38 made by volunteers and trustees at
Contribution made by 100% for charity purposes. Occasional
volunteers voluntary services, such as packing
care packs or delivering goods are
done/provided, free of charge, by
volunteers and trustees. There is no
obligation for anyone to give or offer
services or funds and all are for 100%
charity beneficiary benefit.
We have independent accountant and
Other auditors and make less than
£250,000. Restricted funds, such as
those from dedicated grant makers,
and unrestricted funds, such as those
through fundraising campaigns are all
signposted for accounts purposes.
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## **Achievements and Performance**
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SORP reference
Ailsa’s Aim has had a successful year,
organising various large fundraising
events, such as charity abseils and
Summary of the main fayres.
Para 1.20
achievements of the The charity has grown in terms of the
charity, identifying the number of beneficiaries and the
difference the charity’s amount of care items donated each
work has made to the year, as well as in terms of the reach
circumstances of its of its care services.
beneficiaries and any The charity is successfully improving
wider benefits to society the social, mental and physical health
as a whole. of beneficiaries and carers.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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All objectives have been met and
exceeded in comparison with
Achievements against Para 1.41 objective statement and previous
objectives set year’s plans.
All objectives have been met and
exceeded in comparison with
Performance of objective statement and previous
fundraising activities Para 1.41 year’s plans.
against objectives set
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All funds invested in anything by
Ailsa’s Aim go directly to securing
Investment performance Para 1.41 provisions and charity supplies for the
against objectives donation of essential care packs.
Objectives as set out are being met
and the reach has broadened
successfully.
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 Ailsa’s Aim is financially secure and in
financial position at the a better position at the end of the
end of the period financial year than the beginning. This
is owing to good voluntary work by
volunteers and trustees and to
successful fundraising events, grant
applications and ongoing public
support.
Statement explaining Para 1.22 All funds are for provision of essential
the policy for holding care packs to beneficiaries. Only the
reserves stating why funds still available in the account are
they are held as reserves – and are not set aside as
specific fund reserves.
Amount of reserves held Para 1.22 N/A – Zero – (with exception of
£10720.62 in bank account as at
01/04/2022).
Reasons for holding zero Para 1.22 Rent is paid annually and has already
reserves been sorted, all workers are unpaid
and voluntary, stocks are bought and
stored at low prices and for long-term
use and are in plentiful supply, office
equipment and furniture etc. is only
bought as needed and is already
available. All funds go directly to care
pack provision as and when required.
Details of fund materially Para 1.24 N/A – (with exception of Government
in deficit Covid-19 Bounce Back Loan remaining
balance of £7000.00).
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Ailsa’s Aim receives funds through
fundraising (charity collection pots,
The charity’s principal social media promotion, online
sources of funds Para 1.47 fundraising drives), event
(including any organisation and attendance
fundraising) (Christmas fayres, charity abseiling
events), donations and subscriptions.
n/a – with exception of providing
essential care packages to
Investment policy and beneficiaries and being at the heart of
objectives including any Para 1.46 the care and social communities.
social investment policy
adopted
Busy schedules of deliveries and
administration, requiring additional
A description of the Para 1.46 full-time support of staff member in
principal risks facing the near future.
charity
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other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Charity incorporation objects as CIO.
document
(trust deed, royal
charter)
How is the charity Para 1.25 CIO in England and Wales
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 All trustees have a say in a vote about
methods including who is suitable to remain as/ become
details of any a Trustee.
constitutional provisions AGMs and 6-monthly governance
e.g. election to post or meetings are the official forums for
name of any person or this.
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures This takes place via:
adopted for the Para 1.51 1) AGM discussion/vote
induction and training of 2) Informal chat
trustees 3) Formal meeting with all
Trustees
4) On-site voluntary work period
at office/storage and packing
premises
5) Familiarisation activities with
care, staffing, child protection,
IT, behavioural policies.
6) On-delivery shadowing with
Niven Whatley.
7) On-role training with Sara
Whatley at Ailsa’s Aim.
Liaison with accounts teams, hospital
partners, networking groups,
volunteers.
Founding Trustees are Sara Jane
Whatley and Niven Campbell Whatley.
The charity’s Additional Trustees are Kenneth
organisational structure Para 1.51 Langley and Dean Sygrove.
and any wider network [Prospective Trustee (as from
with which the charity 11/04/2022) was Georgia Waite.]
works There are a number of ad hoc
volunteers who pack care bags and
help at charity events, but who are
neither paid nor officially enrolled as
organisers of the charity work.
Faculty Room Limited is a business
run by Sara and Niven Whatley. This
Relationship with any Para 1.51 business occasionally makes
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related parties charitable donations or promotes
Ailsa’s Aim voluntarily.
Ailsa’s Aim also attends networking
groups, such as Busy Women’s
Network and MK Charities Trust. This
is all purely as networking and
business development.
Other
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## **Reference and Administrative details**
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Charity name Ailsa’s Aim
Other name the charity
uses
Registered charity 1188783
number
Charity’s principal
address 61 High Street, Higham Ferrers, Northamptonshire,
NN10 8DD.
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Niven Campbell Founding Trustee
1
Whatley
Sara Jane Founding Trustee
2
Whatley
Kenneth John Trustee Sara Whatley / Niven
3
Langley Whatley
Dean Sygrove Trustee Sara Whatley / Niven
4
Whatley
(Georgia Waite Trustee 11/04/2022- date of Sara Whatley / Niven
5
submission Whatley
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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**
Niven Campbell Whatley Sara Jane Whatley Kenneth John Langley Georgia Waite
## **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)**
Niven Campbell Whatley / Sara Jane Whatley
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
**N/A**
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees** Niven Whatley (signed) **Signature(s)** Sara Whatley (signed) Niven Campbell Whatley **Full name(s)** Sara Jane Whatley **Position (eg** Founding Trustee Founding Trustee **Secretary, Chair, etc)**
**Date** 05/02/2023
(HARITY (OMMISSION
FOR ENGLAND AND WALE5
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Independent examiner's
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Section A
Independenl Examiner's Report
R•port io th• Iru*e
monknrs of
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On •c¢ounts lor Ihe y
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I report lo tho InBtees my examlnatkjn of the E*xounts of the above
arrty {e Tnjsn for th8 year eThJed
Re•pon•lblllts• and As the tharlty tru8te8s ol the TNX you are mponsible for the preparation
basls of report of the accounts kn accordance with the wuirerronts of the Charilies Acl
2011 (Ihe Affj.
I report in re8pecl of my examlnallon of the Trust's acUnts carrfod o
urnler sectlon 145 of the 2011 Act and In carrylng out My examinatlon, I
have ft)llowl the akylicable DIrtIonS given by Iha Charity Commlssion
under sectlon 14515)(b) of the Act.
I have Complotl my examlnatlon. I nfirM that M moterfal matters have
come to rny attentlon (other than that disdosed below ') in connection whh
the examinat whK* gives mo Gause to belleve that In, any rnatertal
h)dependont
•xamln8Vs 8tatOlllont
accounlwig recoth were not k•pt In aCCoance Twlth soctlon 130 of
the Act or
the acUnts do nol accord vAth the ac(¥>untlNJ records
I have no concems have come a£ross no other matters In LX)nnectlon
ith the examlnatM?n lo which attention should be drawn in ordgr to enable a
proper understandffy of the ants to be read.
. Pbase delete the in the bMd(ets rf they not awty.
Slgn•d:
Dat•:
3110112023
Bianca Permaj FCA
Relevant profes•lornl
quollfiutlon(•) or body
Ilf any):
ICAEW
4 Ckjklge Qlurt. Lower KJngs Road
Bethamsted, H8rtfordthtre
HP4 2AF
IER
October 2018
Seclion B
Disclosure
Only (x>rnplete rf the examiner needs to hIgh1ht matters ol concem (see CC32,
Indepermjwn examlnation of (*wlty accwnts: diralOn$ and guKlance for
examiners).
Gfve here brief delalls of
any Item8 that the
oxamlner wl8he8 10
dlsclo80.
IER
Octob8r 2018
(HARITY (OMMISSION
FOR ENGLAND AND WALE5
Recelpts and payments accounts
CC16a
Forth• p•rfod
To
Section A Receipts and payments
Jnd•
nd•
lund•
A1 R•ea
17.7S7
P4
17
17
AA)
27,n•
••1•
Tol•lr•c•
A3P•
(yrK• Rwt
74•
8•1
DlItrtsAr
910
¥10
774
Try
Su*rt
Sub io
A4 Aso•1 and Inv••tmMt
rc
••• l•b
7A1
A5 Trnn#f•M b•lwwi fund•
A6 C••h funds l••t •nd
Seclion B Statement of asseis and liabilities at the end of the period
Catogoriè•
D•tsl
nd•
Endowmenl
nd•
to r•w••tt
B1 Calh knd•
744
11744
Endownwil
D•lall•
D•tsl
Dèt*ll•
B4 A•••ts Mtslrnd for th•
Detal
85 UablMU••
SW•J tyan•LY
Nam•
D•1• of
31m1f2QJ
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independenl Examiner's Report
R•port io th• Iru*e
monknrs of
Allsa's Alm
On •c¢ounts lor Ihe y
Clwrlty no
(11 wry)
1188783
e4 e* *t
P&9
I report lo tho InBtees my examlnatkjn of the E*xounts of the above
arrty {e Tnjsn for th8 year eThJed
Re•pon•lblllts• and As the tharlty tru8te8s ol the TNX you are mponsible for the preparation
basls of report of the accounts kn accordance with the wuirerronts of the Charilies Acl
2011 (Ihe Affj.
I report in re8pecl of my examlnallon of the Trust's acUnts carrfod o
urnler sectlon 145 of the 2011 Act and In carrylng out My examinatlon, I
have ft)llowl the akylicable DIrtIonS given by Iha Charity Commlssion
under sectlon 14515)(b) of the Act.
I have Complotl my examlnatlon. I nfirM that M moterfal matters have
come to rny attentlon (other than that disdosed below ') in connection whh
the examinat whK* gives mo Gause to belleve that In, any rnatertal
h)dependont
•xamln8Vs 8tatOlllont
accounlwig recoth were not k•pt In aCCoance Twlth soctlon 130 of
the Act or
the acUnts do nol accord vAth the ac(¥>untlNJ records
I have no concems have come a£ross no other matters In LX)nnectlon
ith the examlnatM?n lo which attention should be drawn in ordgr to enable a
proper understandffy of the ants to be read.
. Pbase delete the in the bMd(ets rf they not awty.
Slgn•d:
Dat•:
3110112023
Bianca Permaj FCA
Relevant profes•lornl
quollfiutlon(•) or body
Ilf any):
ICAEW
4 Ckjklge Qlurt. Lower KJngs Road
Bethamsted, H8rtfordthtre
HP4 2AF
IER
October 2018
Seclion B
Disclosure
Only (x>rnplete rf the examiner needs to hIgh1ht matters ol concem (see CC32,
Indepermjwn examlnation of (*wlty accwnts: diralOn$ and guKlance for
examiners).
Gfve here brief delalls of
any Item8 that the
oxamlner wl8he8 10
dlsclo80.
IER
Octob8r 2018