Trustees’ Annual Report for the period
From 01/04/2022 Period start date To date
31/03/23 Period end
Charity name: Sophie’s Stars
Charity registration number: 1192369
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve the needs of those who have been diagnosed with cancer and their families through the provision, in particular but not exclusively of advice, support, guidance and a peer-to-peer forum |
| 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 |
Sophie’s Stars provided a support service to family members and friends of those with cancer. We did this through one to one conversations, coffee meet ups and group walks. We conducted some education activities and fundraising activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes, trustees are aware of the charity 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 | Sophie’s Stars does not have a policy on grant making. |
| Policy on social investment including program related investment |
Para 1.38 | We do not have a policy on social investment or programme related investment. New projects are set out in a full business case and presented to trustees at board meetings. |
| Contribution made by volunteers |
Para 1.38 | We have two volunteers helping us with our work. They volunteer a few hours a month of time to help with social media guidance and project work. |
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 | As a small charity, Sophie’s Stars continues to build awareness of its purpose and benefit to the community. This has been achieved through education, and fundraising events. We have provided a listening ear to families and friends of those with cancer, acknowledging how difficult it can be to support others through cancer. We have made some connections in our community so people feel less alone when navigating this space. This has been achieved through individual connection, but also group walks and events. We have also achieved this via use of our website, and raising awareness via our social media platforms. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
As outlined above |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | As a small charity our current level of fundraising is sufficient to maintain our purpose |
| Investment performance against objectives |
Para 1.41 | We are fully supported by fundraising and donations at present |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Cash balances at 31stMarch 2023 were £11,341. During the year monies due to the founder were repaid. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We have a reserves policy outlining that the charity will retain at least £2,500 in reserves to ensure that key outgoings are able to be met. |
| Amount of reserves held | Para 1.22 | £2,500 |
| Reasons for holding zero reserves |
Para 1.22 | NA |
| Details of fund materially in deficit |
Para 1.24 | NA |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | We do not have any concerns about the charities progress or performance |
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 |
We are solely funded by fundraising and donations. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | NA |
| A description of the principal risks facing the charity |
Para 1.46 | We have a risk register which is reviewed at every board meeting. Risks are known and not urgent/ can be controlled. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trustdeed,royalcharter) |
Para 1.25 | Constitution dated 16th November 2020 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Foundation model. Sophie’s Stars is a Charitable Incorporated Organisation (CIO) whose voting members are its charity Trustees |
| 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 | Standard trustee recruitment process |
Additional information (optional)
You may choose to include further statements where relevant about:
This is something we are looking to set up. Currently this is managed locally. Policies and procedures adopted for the induction Para 1.51 and training of trustees NA The charity’s organisational structure and any wider Para 1.51 network with which the charity works NA Relationship with any Para 1.51 related parties Other
Reference and Administrative details
| Charity name | Sophie’s Stars |
|---|---|
| Other name the charity uses | NA |
| Registered charity number | 1192369 |
| Charity’s principal address | 2 Rybrook Drive Walton On Thames Surrey KT12 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) |
|---|---|---|---|---|
| Richard Allam | ||||
| Martin Highe | September 2023 | |||
| Leanne Griffiths | January2024 | |||
– 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 NA held in this capacity
Name and objects of the NA charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for NA 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
NA
Other optional information
Declarations The trustees declare that they have approved thè trustees, report above. ty's trustses Signed on behalf of the cha Signature(s) Full namds) Position leg Sècretary, Chair, etc) Rlchard Allam Chair Date
CHARITY COMMISSION FOR ENGLAND AND WALES SOPHIVS STARS 1192369 Receipts and payments accounts CC16a For th• sxrlod To 01W022 3110Y2023 Section A Receipts and payments Untsstrfct•d Restrlcled Endowment nd Totsl lund• Last yoar toth• e to nwr••t£ A1 Recel ts OONATIONS FUND RSING ACTIVITIES 1262 3,110 ub total (Gross incvme for AR) 2,821 1821 16.279 A2 A•••t •rKI InvMtrn•nt •41M. Sub fot•l 16,279 A3P• ent• COST OF FUNDRAISING EBSITEI INTERNET MARKETING INSURANCE MISCELLANEOUS CHthITA8LE ACTMTIES 713 1,117 737 n2 713 17 737 762 952 517 1,670 220 Sub tot•1 41WJ 4100 3,369 A4 Asset and Inwstm•nt urcha8•8. 8e• Lgbl• Sub lotal 4.11KI 4.ltyj 3,359 Net of recelpts/(paymants) . A5 Tramfera between funds A8 Cash funds l•st year end Cash funds this y•ar 1.579 11920 11,341 11.341 12,920 CCXX R1 xcounts ISSI (fI0112024
Section B Statement of assets and liabilities at the end of the period Unre5trict•d fund• Rèstrictèd lunds to fi•arnst E Endowmènt funds tts ntr•rptst£ Categories De1311s 81 Cash lund8 11.341 Unrn•trletsd fund• R•strl¢t•d fund$ Endowmont fund$ to n•arvt£ Details Cumnt on•1 D•tlls 83 Inv•8tm•nt a8••ts Fthd to whkh Cury•ntv•lu• De1311s B4 A880ts rots1n for th• ¢h•rity'• own u•• I111- Fund totffth Whpn du OMI Details B5 Llabllltl•8 Slgned by onè or 0 trtee8 L beha01 all the trust$ snature Print N8me Dale of roval CCXX R2 atctyjnts ISSI C610112024