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

**From 29/07/21** _(period start date)_ **To 28/07/22** _(period end date)_ 

## **Charity name: The Daisy Cave Foundation** 


## **Charity registration number: 1193216** 

## **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 children and young<br>people in England and Wales with a<br>physical disability in particular but, not<br>exclusively by the provision of adapted<br>mobility equipment, grants, advice and<br>support.|
|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|Loan of specialist equipment, primarily all<br>terrain/beach wheelchairs.<br>Individual needs-based grants.|
|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|All trustees have had regard to the Charity<br>Commission’s guidance on public benefit.|



## **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|Achievements have been limited during this<br>time due to the Coronavirus pandemic and<br>associated lockdowns.<br>Lockdowns have drastically prevented<br>children from being able to make use of the<br>all-terrain/beach wheelchairs.<br>Similarly, the lockdowns have reduced<br>fundraising opportunities which has limited<br>the number of grants able to be made.<br>Despite this, we have been able to provide<br>advice and guidance for children and<br>families with disabilities navigating the<br>lockdowns.|





We have also granted 4 grants and supported 5 children with the use of specialist equipment. 

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Despite the impact of the coronavirus, the<br>charity remains in a stable position.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The charity is holding a small number of<br>reserves to ensure the running costs for the<br>charity (insurance and storage of<br>equipment, website running costs etc).|
|Amount of reserves held|Para 1.22|£2500|
|Reasons for holding zero<br>reserves|Para 1.22|Na|
|Details of fund materially in<br>deficit|Para 1.24|Na|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|There are no uncertainties about the charity<br>continuing. We have held reserves which<br>will cover the running costs for the next<br>financial year whilst fundraising begins<br>again post-lockdown.|



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document|Para 1.25|The Daisy Cave Foundation is governed by<br>a constitution.|
|How is the charity<br>constituted?|Para 1.25|Charitable Incorporated Organisation|
|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|Apart from the first charity trustees, every<br>trustee must be appointed for a term of<br>three years by a resolution passed at a<br>properly convened meeting of the charity<br>trustees. (2) In selecting individuals for<br>appointment as charity trustees, the charity<br>trustees must have regard to the skills,<br>knowledge and experience needed for the<br>effective administration of the CIO.|



## **Reference and Administrative details** 

|Charity name|The Daisy Cave Foundation|
|---|---|
|Other name the charity uses|Na|
|Registered charity number|1193216|
|Charity’s principal address|1 The Orchards<br>Longfield Road<br>Tring<br>Herts<br>HP23 4DZ|





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>|**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)**|
|---|---|---|---|---|
||DaisyCave||||
||Phoebe Lovering|||DaisyCave|
||Joshua Boyle|||DaisyCave|
||Emma Cave|||DaisyCave|
||Nick Cave|||DaisyCave|



– 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<br>held in this capacity|Na|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|Na|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>assets|Na|



## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

Na 

## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

|**Signed** **on behalf of the charity’s trustees**<br>**Signature(s)**<br>**Full name(s)**Daisy Cave<br>Phoebe Lovering<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>Chair<br>Secretary<br>**Date**  27/07/23|**Signed** **on behalf of the charity’s trustees**<br>**Signature(s)**<br>**Full name(s)**Daisy Cave<br>Phoebe Lovering<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>Chair<br>Secretary<br>**Date**  27/07/23|**Signed** **on behalf of the charity’s trustees**<br>**Signature(s)**<br>**Full name(s)**Daisy Cave<br>Phoebe Lovering<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>Chair<br>Secretary<br>**Date**  27/07/23|
|---|---|---|
||||
||Daisy Cave|Phoebe Lovering|
||<br> <br>Chair|Secretary|
||27/07/23||
||27/07/23||



**Signed on behalf of the charity’s trustees** 

