
## **Trustees’ Annual Report for the period** 

**From  17[th] November 2020 To  31[st] December 2021** 

**Charity name: Sophie’s Stars** 

## **Charity registration number: 1192369** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|To relieve the needs of those who have<br>been diagnosed with cancer and their<br>families through the provision, in particular<br>but not exclusively of advice, support,<br>guidance and a peer-to-peer forum.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Despite the restrictions imposed by Covid a<br>number of fund raising events did take<br>place in the period.<br>Covid has limited our ability to carry out<br>some of our planned activities but we have<br>continued to build our network with clients,<br>hospitals, GPs and hospices. In addition to<br>this we have provided a number of services<br>to benefit the public, which are detailed<br>below (Achievements and Performance)|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The wider public have benefitted in a<br>number of ways through the work of<br>Sophie’s Stars. In its initial operating year<br>the charity has been establishing its self in<br>the market, and making positive<br>relationships with healthcare providers and<br>other organisations. Collaborative working<br>in this regard has allowed referral of work<br>across discipline, benefitting both<br>organisation and the public. For example,<br>Macmillan nurses from an NHS trust refer<br>people to our services. The trustees are<br>satisfied that work of the charity directly<br>benefits the general public by providing a<br>level of peer support otherwise not<br>available. This will have a direct impact on<br>their cancer experience.|



**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|This statement reports on our first<br>operating year. The charity has had many<br>achievements in this period despite the<br>restrictions imposed by covid.<br>The development and launch of our<br>website offers information, resources and<br>details of upcoming events. There is also<br>links to a support forum and a closed<br>Facebook group for users. Details of our<br>consultation services with dedicated,<br>volunteer Star Workers are on the website.<br>This individual online support has been the<br>service in most demand, and it appears<br>continuing this online support beyond covid<br>restrictions will be of great benefit to the<br>public. The charity has spent time engaging<br>with organisations such a GP practices,<br>hospices and schools in referring people to<br>our services, and has plans to offer<br>educational sessions about our offer.<br>Alongside this we have been planning an<br>exercise class as an additional support to<br>our users, which we plan to grow in<br>multiple locations across the UK.<br>The fundraising events that have taken<br>place have worked to raise funds for our<br>operation, but also serve to raise<br>awareness of what we do.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

Achievements against Para 1.41 objectives set 



||||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Cash balances at 31stDecember 2021<br>were £13,000. At that date £2500 is<br>payable to the Charity’s founder who<br>covered the initial expenses. This will be<br>repaid in 2022.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We have minimal running costs as all<br>officials and helpers are unpaid volunteers,<br>there are no premises costs. Reserves are<br>to cover basis running costs such as<br>website hosting, insurance and financial<br>management software. The reserves will<br>cover 12 months of running costs.|
|Amount of reserves held|Para 1.22|£1,250|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|None|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|None|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution dated 16thNovember 2020|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Sophie’s Stars is a Charitable Incorporated<br>Organisation (CIO) whose voting members<br>are its charity Trustees|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Future Trustees will be appointed by a<br>majority decision of the existing Board of<br>Trustees, who will take account of the skills<br>needed to run the charity.|



## **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|**SOPHIE’S STARS**|
|---|---|
|Other name the charity uses|**N/A**|
|Registered charity number|**1192369**|
|Charity’s principal address|**2 RYBROOK DRIVE**<br>**WALTON-ON-THAMES**<br>**2 RYBROOK DRIVE**<br>**KT12 3DZ**|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (if any)**|
|---|---|---|---|---|
||**Emma Murphy**||||
||**Dr Asha Patel**|**Chairperson**|||
||**Richard Allam**|**Treasurer**|||
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## – Corporate trustees names of the directors at the date the report was approved 

**Director name None** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**None**|||
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## **Funds held as custodian trustees on behalf of others** 

Description of the assets **None** held in this capacity Name and objects of the **None** charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for **None** 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**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|**Type of**<br>**adviser**<br>**Name**<br>**Address**|
|---|---|---|
||**None**||
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|**Name of chief executive or names of senior staff members (Optional information)**|||
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## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

**None** 

## **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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Dr Asha Leena Narendra Patel||
||<br>Chair||
||26/10/2022||
||26/10/2022||





CHARITY COMMISSION
FOR ENGLAND ANtI WAIES
SOPHIE8 STARS
Receipts and payments accounts
CC16a
For pèrlod
To
17111r2020
Section A Receipts and payments
Unrestri¢t•d
lunth
Restricted
fvnd•
Endowment
lund•
Total lund•
L••t y••r
A1 Rec•lpts
DONATIONS
FUND FWSING ACTIVITIES
lJ.111
Sub total(Gross income for
AR)
18379
14279
A2 Asut •nd Inw•tm•nt salu.
tats￿l.
Sub total
Total r•celpts
16.279
1627•
•nts
COST OF FUNDRASING
WE8SITEIINTERNET
ThAARKETING
HARITABLE ACTIVITIES
S17
517
Sub total
3J5•
3,3
A4 A8Set and Inv68tm•nt
urchas•s.
8•• tsbl•
Sub total
3,359
Net of r•ceipts/(paymontsJ
AS Trnn8f•¥s betwo•n fvnds
A6 Cash fvnds last y•ar •nd
Cash thls ye•r•nd
12,920
12.920
12.920
12,920
CCXX R18CC￿￿1$ ISSI
0311112022

Section B Statement of assets and liabilities at the end of the period
Unrestri¢t&d
funds
* nbar•Bt£
Restricted
funds
to near•st£
Endowment
lund$
atÈgoriès
Dètails
to nqar•st£
B1 Cash funds
B•nk b•l•nce
Total cash ffunds
12,920
Unr•strlet•d R•strlet•d
nd¥
funds
to n•¥•¥t£
Endowment
fvndty
to n•rnt £
Di.,t.3',
B2 Oth8r monetary ass•ts
l• *t*h
CLmnl valu•
Dptr•ll*
CO￿
83 Inmtm•nt assets
Fund to whlch
Cun•nt v4lu•
84 Assets rotaln•d lor th•
charlty's own us•
FuThJto whith
*4nount du•
du•
BS Llablllti8•
Swjtwd by ono or knJsiees on
beh4fof 811 the Iwstees
Prknt Name
Date of
rov81
CCXX R2 &0)Lmts ISSI
0311112022