Trustees' Annual Report & Financial Statements for the Period 1[st] April 2024 – 31[st] March 2025
Table of Contents
Reference & Administration Details
Charity Details
Structure, Governance & Management
Names of the Charity Trustees who manage the charity Type of Governing Document: How the Charity is Constituted Trustee Selection Methods How New Trustees are Inducted and Trained:
Objects, Activities, Achievements & Performance
Statutory Declaration on Public Benefit Activities, Achievements and Performance
Financial Review
Statement of the Charity's Policy on Reserves State of the Charity’s Finances Opening Balances Income and Credits Outgoings and Expenses Financial Totals / Summary Particulars of Any Outstanding Guarantee Given by the Charity Particulars of Any Outstanding Debt
Declaration
Reference & Administration Details
Charity Details:
Name(s): Bluesky Retreat Number: 1191587
Address: 8 Leonard Cheshire close, Amesbury, Wiltshire, SP4 7RN
Names of the Charity Trustees who manage the charity
Natalie Brannon Founder and Chair of Trustees Samantha Buchanan Co-Founder and Trustee Katie Hughes Trustee and head of Fundraising Lee Newnham Trustee and Treasurer
All trustees manage the governance and finances until further Trustees are appointed.
Structure, Governance & Management
Type of Governing Document:
Constitution.
How the Charity is Constituted:
Charitable Incorporated Organisation, Foundation.
Trustee Selection Methods:
(1) Apart from the first charity trustees, every trustee must be appointed for a term of 3 years by a resolution passed at a properly convened meeting of the charity trustees.
(2) In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO.
How New Trustees are Inducted and Trained:
The charity trustees will make available to each new charity trustee, on or before his or her first appointment:
(a) a copy of the current version of the constitution.
- (b) a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts and
(c) a copy of the Charity Commission CC3 ‘ The essential trustee: what you need to do and what you need to know’ .
Objects
The objects of the CIO are
To assist in the relief, care and rehabilitation of families in the UK that are bereaved following the death of a child including (without limitation) by providing or assisting in the provision of: (a) a residential retreat; or
- (b) counselling and support for members of such families who are suffering mental or physical sickness resulting from bereavement or loss.
Statutory Declaration on Public Benefit
The trustees declare that they have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers or duties.
Activities, Achievements & Performance
The early part of the financial year saw some modest donations made but also some cash in hand which was paid in. Taptap giving had donations made in may and June but this then ceased. Paypal payments also stopped as of June 2024.
The trustees met in August 2024 to discuss the future of the charity. It was decided that (due to a number of reasons) the charity would wind down and close.
This decision was not made lightly but was unanimously decided by the Trustees and that the funds we had on account would be distributed as per our constitution. It was decided that these funds would go to Julias House, as we felt this was the most closely aligned charity to ourselves and felt that all donators would appreciate this decision.
Financial Review
Statement of the Charity's Policy on Reserves
The charity has two bank accounts, one for restricted funds and the other for expenses if needed. The cash plus account was closed in 2024 and the funds transferred in March 2025 to the Unity account.
State of the Charity’s Finances
Opening Balances
The opening balances as at 1[st] April 2024 were as follows:
Cash Plus (unrestricted funds) = £19409.79 Unity Trust Bank (restricted funds) = £15008.54 Total Funds Carried forward = £34418.33
Income and Credits
The total inflow into the bank accounts was £2234.04
No fundraising events has taken place so this financial year has been very minimal in terms of raising funds and income.
Outgoings and Expenses.
The total amount of expenses for the year total £425.71 This was made up of normal administrative expenses mainly, account fees and some funds were spent towards the care packages that we started to create, of which there were a number of recipients.
Financial Totals / Summary
Opening Balance/Total = £34418.33
Closing Balance/Total = £36226.66
TOTAL PROFIT/LOSS for 2024/2025 = £1808.33
BANK BALANCES
CashPlus (unrestricted funds) – £0(closed account, funds transferred to Unity) Unity Trust Bank (restricted funds) = £36226.66 Total Funds as of 31[st] MARCH 2025 = £36226.66
Particulars of Any Outstanding Guarantee Given by the Charity
The Trustees declare that the charity has given no guarantee where potential liability is outstanding at the date of the statement of assets & liabilities.
Particulars of Any Outstanding Debt
The Trustees declare that the charity has no outstanding debts which are secured by an express charge on any of the assets of the charity at the date of the statement of assets & liabilities.
NOTES: As previously mentioned, the Trustees met in August 2024 and decided to wind down the charity and close. We felt this was for the best of all. Unfortunately, due to numerous personal circumstances of the Trustees, this closure was not actioned before the end of the financial year, ending 31[st] March 2025.
Therefore, during the year financial year of 1[st] April 2025 to 31[st] March 2026, the charity will be officially closed, and this will be the charities last full set of year accounts.
Declaration
The Trustees declare that they have approved the above report and authorised that it be signed on their behalf.
Full Name: Lee Newnham
Position: Treasurer
Date: 29/01/2026
Signature:
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