## **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
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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 R￿SING 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 Cum*nt on•1 D•t*lls 83 Inv•8tm•nt a8••ts Fthd to whkh Cury•ntv•lu• De1311s B4 A880ts rots1n￿ for th• ¢h•rity'• own u•• I111- Fund tot*fft*h Whpn du OMI Details B5 Llabllltl•8 Slgned by onè or ￿0 tr￿tee8 L beha￿01 all the trust￿$ s￿nature Print N8me Dale of roval CCXX R2 atctyjnts ISSI C610112024