FOCUS FOUNDATION (Registered Charity No. 1194519)
REPORT AND ACCOUNTS
YEAR ENDED 30 NOVEMBER 2022
FOCUS FOUNDATION
INDEX TO THE ACCOUNTS YEAR ENDED 30 NOVEMBER 2022
| Page | |
|---|---|
| Trustees annual report | 1-4 |
| Independent examiner's report | 5 |
| Section A Receipts & payments | 6 |
| Section B Statement of assets and liabilties at the end of the period | 7 |
FOCUS FOUNDATION CHARITY NUMBER: 1194519
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 30 NOVEMBER 2022
REFERENCE AND ADMINISTRATION DETAILS
Name of Charity
Focus Foundation
Charity's principle address
Focus House Ham Road Shoreham-by-Sea West Sussex BN43 6PA
Names of the charity trustees who manage the charity
Trustee name Office Christopher Goodman Chairman David Hill Heidi Skerritt Emma Stroude Elaine Goodman
Dates acted if not for the whole period Ceased acting 27th April 2022
STRUCTURE, GOVERNANCE AND MANAGEMENT
Type of governing document Constitution
How the charity is constituted Association
Trustee selection methods
Elected at convened meeting of charity trustees
Additional governance issues (optional information) None
1
FOCUS FOUNDATION CHARITY NUMBER: 1194519
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 30 NOVEMBER 2022
OBJECTIVES AND ACTIVITIES
The trustees have considered the Charity Commission’s guidance on public benefit, including the guidance 'public benefit: running and charity (PB2)'.
The official ‘objects’ of Focus Foundation as per our constitution documents are: to advance such charitable purposes (according to the law of England & Wales) as the charity trustees see fit from time to time.
Focus Foundation is an independent grant-giving charity funding a wide range of programmes across the UK, and a philanthropic arm of Focus Group (www.focusgroup.co.uk)
Our mission is to Connect communities to make a positive and lasting difference to people’s lives
Our core funding is directed at charities who support either underprivileged children & young people, or mental health, with a focus on grass roots charities where even small grants can make a huge difference to people's lives.
Our Grant Committee consider grant applications that meet our core criteria:
-
The charity or community group must support one of our three core pillars;
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Socially or economically underprivileged children or young people (24 or under)
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Mental Health charities and initiatives
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Charitable or community projects, local to one of Focus Group’s regional offices
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The charity or community group needs to have an annual income of less than £2m
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The grant should be for a tangible project with clear and measurable benefits
They then assess the application looking at:
Efficiency. What proportion of its income is spent on core costs?
Governance. Is there clear direction, reporting and accountability?
Scope. Are the aims & objectives of the project clear, with measurable benefits? Tangibility. Is the project funding something that directly benefits someone?
Impact. How many direct or indirect beneficiaries are there?
Budget. Is the project well costed and planned?
Sustainable. Are there long-term benefits to the community?
In summary we assess the scale, efficiency, governance of the charity, and the scope budget and impact of the project – we ensure the money is spent on something tangible, with measurable benefits, and we look for projects that offer a sustainable impact on people and the community.
2
FOCUS FOUNDATION CHARITY NUMBER: 1194519 TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 30 NOVEMBER 2022
ACHIEVEMENT AND PERFORMANCE
In the year to 30th Nov 2022 our nascent charity introduced a series of fundraising initiatives and began to receive a significant number of grant applications. We saw total income of £242,728.05 and issued grant payments of £73,532.79 to 16 successful grant applicants.
Significant Activities
The year’s total income of £242,728.05 was made up of fundraising (£142,728.05) and income from Focus Group (£100,000).
The most notable fundraising activities included the Focus Group Golf Day which raised £64,783.38, a charity ball organised by South West Comms which raised £48,124.01. We also held a series of fundraising challenges including skydiving, climbing Ben Nevis, paddleboarding and a kids summer charity challenge.
In the second half of the year in collaboration with Focus Group, we launched Payroll Giving. We saw over 100 of their staff opt to become regular donors and these funds are matched by Focus Group. The scheme raised £11,100 between June and November 2022.
In terms of grants, we approved and paid 16 grants in year, totalling £73,532.79. This saw an average grant size of £4,595.80. Based on the information provided by the grant applicants, these funds positively impacted a total of 6463 beneficiaries.
Achievements against Objectives
The charity continues to go from strength to strength in delivering it’s mission of Connecting Communities to help Change Lives. In the year to November 2022 we can report the following:
| Total no. of grants approved or issued: | 15 |
|---|---|
| Total sum of grants approved or issued: | £73,533 |
| Total direct beneficiaries: | 1,699 |
| Total indirect beneficiaries: | 4,764 |
| As at September 2023 we can report the following: | |
| Total no. of grants approved or issued to date: | 53 |
| Total sum of grants approved or issued to date: | £273,343 |
| Total direct beneficiaries to date: | 14,363 |
| Total indirect beneficiaries to date: | 32,661 |
These grants have been evenly spread across our primary pillars of Mental Health, Underprivileged Children & Young Adults and Local Community Projects.
We are also pleased to confirm that Focus Group continues to fund 100% of the running costs of the charity.
3
FOCUS FOUNDATION CHARITY NUMBER: 1194519
TRUSTEES ANNUAL REPORT FOR THE YEAR ENDED 30 NOVEMBER 2022
FINANCIAL REVIEW
Significant Events
In the financial year our total income was £242,728.05.
16 grants were paid during the financial year totalling £73,532.79. Total costs of £19,407.87 were incurred by the charity.
Reserves
The trustees aim to maintain free reserves in unrestricted funds at a level which equates to approximately three months unrestricted charitable expenditure. The trustees consider that this level will provide sufficient funds to respond to application for grants and ensure that here are sufficient funds available to cover support and governance costs.
Pay Policy for senior staff
In the financial year, Focus Foundation had no paid employees, only volunteers.
DECLARATION
The trustees declare that they have approved the trustees' report above.
Signed on behalf of the charity's trustees
Signature(s) Full name(s) Christopher Goodman Position Chairman
Date 29 Sep 2023
4
FOCUS FOUNDATION CHARITY NUMBER: 1194519
Independent examiners' report to the trustees of Focus Foundation
I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the period ended 30 November 2022 set out on pages 5 and 6.
Responsibilities and basis of report
As the charity trustees, you are responsible for the preparation of the accounts in accordance with the Charities Act 2011 ("the Act")
I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all applicable Directions given by the Charity Commission under section 145(5)(b) of the Act
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause o believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other then any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
SJ Moore
Signed by Mr Stephen J Moore FCCA (Independent Examiner)
Address: 30-34 North Street Hailsham East Sussex BN27 1DW
Date: 29 Sep 2023
5
FOCUS FOUNDATION CHARITY NUMBER: 1194519
FOR THE YEAR ENDED 30 NOVEMBER 2022
| SECTION A STATEMENT OF FINANCIAL ACTIVITIES | |
|---|---|
| Unrestricted Restricted Endowment Total funds funds funds funds £ £ £ £ A1 Incoming Resources Events 114,367 - - 114,367 Donations 117,261 - 117,261 Payroll giving scheme 11,100 11,100 - - - Sub total 242,728 - - 242,728 Total incoming resources 242,728 - - 242,728 A3 Resources Expended Charitable activities Grants awarded 71,533 - - 71,533 Cost of generating funds Fundraising fees 9,658 - - 9,658 Governance costs IT system costs 10,749 - - 10,749 - - - Sub total 91,940 - - 91,940 Total resources expended 91,940 - - 91,940 Net movement in funds 150,788 - - 150,788 A5 Transfers between funds - - - - Funds brought forward 51,189 - - 51,189 Total funds carried forward 201,977 - - 201,977 |
Last year £ 53,225 - |
| 53,225 | |
| 53,225 | |
| 2,000 36 - |
|
| 2,036 | |
| 2,036 | |
| 51,189 | |
| - | |
| 51,189 |
6
FOCUS FOUNDATION CHARITY NUMBER: 1194519
FOR THE YEAR ENDED 30 NOVEMBER 2022
SECTION B STATEMENT OF ASSETS AND LIABILITES AT THE END OF THE PERIOD
| B1 Current assets: Cash at bank Prepaid expenditure Total cash funds B5 Current Liabilities Grants awarded not yet paid Signed by one or two trustees on behalf of all trustees |
Unrestricted Restricted Endowment Total funds funds funds funds £ £ £ £ 133,397 - - 133,397 68,580 - - 68,580 - 201,977 - - 201,977 Fund to which Amount When liability relates due due Unrestricted - < 1 year - - - - - - - - - - - - - - - - 201,977 Signature Print name Date of approval Chris Goodman 29 Sep 2023 |
|---|---|
7
Issuer
Issuer Watson Associates Document generated Fri, 29th Sep 2023 13:12:37 UTC Document fingerprint 56ee9181c1b93d66322e1c9503bce307
Parties involved with this document
Document processed Party + Fingerprint Fri, 29th Sep 2023 17:54:57 UTC Chris Goodman - Signer (1c77a075148299e5bed198069bd37419) Fri, 29th Sep 2023 19:03:10 UTC Stephen Moore - Signer (5a75b03eed936f68fb836d7d27fc4b51)
Audit history log
Date
Action
Fri, 29th Sep 2023 19:03:10 UTC Stephen Moore viewed the envelope. (51.155.44.241) Fri, 29th Sep 2023 19:03:10 UTC This envelope has been signed by all parties (51.155.44.241) Fri, 29th Sep 2023 19:03:10 UTC Stephen Moore signed the envelope (51.155.44.241) Fri, 29th Sep 2023 19:02:50 UTC Stephen Moore viewed the envelope. (40.94.93.98) Fri, 29th Sep 2023 19:02:43 UTC Stephen Moore viewed the envelope. (51.155.44.241) Fri, 29th Sep 2023 17:55:02 UTC Document emailed to rose.cruttenden@watsons.co.uk (18.132.198.202) Fri, 29th Sep 2023 17:54:58 UTC Chris Goodman viewed the envelope. (82.132.245.157) Fri, 29th Sep 2023 17:54:57 UTC Sent the envelope to Stephen Moore (rose.cruttenden@watsons.co.uk) for signing (82.132.245.157) Fri, 29th Sep 2023 17:54:57 UTC Chris Goodman signed the envelope (82.132.245.157) Fri, 29th Sep 2023 17:52:13 UTC Chris Goodman viewed the envelope. (82.132.245.157) Fri, 29th Sep 2023 13:19:09 UTC Chris Goodman opened the document email. (18.135.9.17) Fri, 29th Sep 2023 13:19:06 UTC Document emailed to chris.goodman@focusgroup.co.uk (35.178.153.61) Fri, 29th Sep 2023 13:19:04 UTC Sent the envelope to Chris Goodman (chris.goodman@focusgroup.co.uk) for signing (51.155.44.241) Fri, 29th Sep 2023 13:16:44 UTC Stephen Moore has been assigned to this envelope (51.155.44.241) Fri, 29th Sep 2023 13:16:44 UTC Chris Goodman has been assigned to this envelope (51.155.44.241) Fri, 29th Sep 2023 13:16:09 UTC Document generated with fingerprint 56ee9181c1b93d66322e1c9503bce307 (51.155.44.241) Fri, 29th Sep 2023 13:12:37 UTC Envelope generated by Rose Cruttenden (51.155.44.241)