## **Trustees’ Annual Report for the period** **From** 30/07/23 _**Period start date**_ **To** 29/07/24 _**Period end date**_ ## **Charity name: The Daisy Foundation** ## **Charity registration number: 1193216** ## **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 children and young
people in England and Wales with a
physical disability in particular but, not
exclusively by the provision of adapted
mobility equipment, grants, advice and
support.| |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|Loan of specialist equipment, primarily all
terrain/beach wheelchairs.
Individual needs-based grants.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All trustees have had regard to the Charity
Commission’s guidance on public benefit.| ## **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
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|**Families of children with physical**
**disabilities have received advice,**
**guidance, and support, helping them**
**navigate systems that have led to**
**increased independence for their**
**children.**
**Specialist equipment, including all-**
**terrain wheelchairs, has been loaned to**
**enable children and young people to**
**access a wider range of environments.**
**Personal, needs-based grants have**
**been provided to help children and**
**young people purchase specialist**
**equipment—primarily wheelchairs and**
**mobility aids—that offer a higher level**
**of independence than standard NHS**
**provision.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity remains in a stable position.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The charity is holding a small number of
reserves to ensure the running costs for the
charity (insurance and storage of
equipment, website running costs etc).| |Amount of reserves held|Para 1.22|£5000| |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|There are no uncertainties about the charity
continuing. We have held reserves which
will cover the running costs for the next
financial year whilst fundraising.| ## **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|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|The Daisy Foundation is governed by a
constitution.| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Incorporated Organisation| |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|Apart from the first charity trustees, every
trustee must be appointed for a term of
three 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.| ## **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|The Daisy Foundation|| |---|---|---| |Other name the charity uses|NA|| |Registered charity number|1193216|| |Charity’s principal address|1 The Orchards|| ||Longfield Road|| ||Tring|| ||Herts|| ||HP23 4DZ|| **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)**| |---|---|---|---|---| ||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 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**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**| |---|---|---| |||| |||| |||| |||| |**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 the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**||| |---|---|---| ||Daisy Cave|Phoebe Lovering| ||
Chair|Secretary| ||29/07/24|| ||29/07/24||