Advocates and Angels
Report and Financial Statements For the Year Ended 31 March 2022
Charity number 1195239 CIO - FOUNDATION Registered 21 Jul 2021
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Page of Contents
Objectives and activities……………………………………………………………………………………………… 3 Achievements and performance…………………………………………………………………………………… 4 Financial Review ……………………………………………………………………………………………………….. 7 Structure, governance and management……………………………………………………………………..10 Reference and administrative details……………………………………………………………………………11 Board of Trustees………………………………………………………………………………………………………11
2
Objectives and activities
SORP reference Para 1.17: Summary of the purposes of the charity as set out in its governing document
The object of the cio is: for the public benefit, to relieve the needs of sick or disabled children and by extension their families and carers and any other individual involved in the provision of caregiving without remuneration, including those suffering from bereavement by the death of a person they care for, in particular but not exclusively by the provision of appropriate information, resources, advice and support.
Our main objectives are
-
Provide dignity during emergency hospital admissions
-
Building a community to introduce families to others in the same or similar situation
-
Provide resources to organise and navigate the complex care and support at home
-
Show the bereaved that their child is not forgotten
Identifying Charitable Need
SORP reference Para Para 1.17 and 1.19 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.
We welcome those in the SEND community to become a beneficiary, we are not exclusive and do not turn anyone away. We explain what we can offer and the individuals can decide if our support groups are for them. Some families self-refer, and others are referred by friends and families. The beneficiaries have a conversation with me to see how we can help and we go from there. The hospitals we provide the ‘Chrysalis Care Packages’ to have high dependency children ward which in turn identifies that they are families/individuals that we can help.
We aim to support families at all stages so that we are there every step of the way. Advocates and Angels began as the symbolic life of a butterfly to illustrate the different stages that families are at and the different levels and types of support that they need.
-
Chrysalis – Diagnosis, Pregnancy
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Caterpillar - Disability, SEN, PICU and Tube Feeding
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Butterfly - Child loss and Bereavement
Our beneficiaries are the families we support, this includes, parents, carers, advocates, children and siblings. They are at the forefront of what we do any why we do it. Our purpose is to support them step by step and help them to navigate the world of disabilities and palliative care, long term hospital admissions and child loss. Our purpose is to make sure that nobody goes through this alone and we can provide guidance and support to empower the beneficiaries to be the best advocates for their children that they can be whilst feeling a sense of belonging in a community of likeminded people.
We apply the Charity Ethical Principles in everything we do. We constantly ask for feedback from our beneficiaries and this has enabled us to develop the support and resources that we offer.
3
Achievements and performance
SORP reference Para 1.20: 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.
Advocates and Angels engage with the public on a daily basis via social media, Providing charity updates and news. Useful information and recognition of others who are advocating equality and inclusion in the world of SEND are sent out daily. We do not solely rely on Social Media, we also have the following methods of engagement;
We have 251 members signed up to our website mailing list
Currently support 259 members in our online support groups
Social Media – analytics present our current reach of 71k for 2021
300 Chrysalis Care Packages have been given to families during emergency hospital admissions
50 Bereavement acknowledgement and resource packs have been sent out
Sent out 250 printed resource packs including Advocates and Angels Medical Binder
A quarterly magazine is produced for the community; in accessible formats
We have a Live chat box on our Website to offer quick responses to questions, queries and support required
Hold weekly online social activities for 20 families
By doing this we are able to deliver and carry out Advocate and Angels purpose. Putting this into practice for the public benefit and continuously developing and improving what we do.
The scope of what we provide
Following is a list of current deliverables
| Deliverable | |
|---|---|
| Chrysalis Care Packages | During a hospital admission it is easy to forget the essentials and when on a high dependency ward to during an emergency admission it is not as simple as popping to the shop to get things. The packages offer an essential collection of items that provide dignity in a time of distress. They can include, flannel, sanitary products, deodorant, toothpaste, toothbrush, comb, shower gel, hair band and pin. |
| Support Groups | The three groups offer open conversation for the communities to talk and discuss concerns, hot topics, and provide peer support Family social activities Online, so can be accessible to people all over the country / world Increase confidence when stepping into a medical setting Empowered to make decisions |
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| Advocates and Angels Medical Binder |
One place to keep all the relevant information required for hospital admissions, medical appointments and daily care tasks at home Downloadable and printable inserts available Ever-growing library of contents |
|---|---|
| Bereavement acknowledgement and Support |
Packs include a card, personalised bear and butterfly to remind loved ones that their child is not forgotten Feeling heard and recognised |
| Quarterly Magazine | A chance for siblings to and family members to take part in activities Useful information for the SEND world Stories and articles about current affairs Signposting to agencies, businesses and projects that could offer additional support |
| Online family events | Weekly quizzes Online competitions Raffles Sibling cooking activities |
SORP reference Para 1.38: Contribution made by volunteers
What we have done so far has been as a result of our volunteers and donations. No profit has been made from the activities that we have carried out and we do not intend to make profit. We want to provide our resources, support and packages for free and will be exclusively charitable. All donations raised are allocated to charitable activities and the running costs of the charity.
Donations have been supplied by a number of different businesses for this charity. For Advocates and Angels to succeed we rely on donations as well as grants. We like to work collaboratively with others and have been lucky enough to received donations from the following companies
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Companies who have donated so far
Morrisons Tubie Doodles
Tubie Cheeks Welsh Brew
Farmfoods Caru Bach
Rivers Boutique Joxie Studios
Not Everyone’s Cup of Tea Snap Wax Melt
Name a Star Candy Free Kids
Whizzknits Amazing Grace Brows
Mary Margaret Mix
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SORP reference Para 1.18: Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit
All of the Advocates and Angels trustees have had regard to and have read and understood the guidance issued by the charity commission on public benefit.
6
Financial review
SORP Reference Para 1.21: Review of the charity’s financial position at the end of the period
Section A Statement of financial activities (including summary income and expenditure account)
| Recommended categories by activity Income Income and endowments from: Donations and legacies Charitable activities Other trading activities Investments Separate material item of income Other Total Expenditure Expenditure on: Raising funds Charitable activities Separate material expense item Other Total Net income/(expenditure) before tax for the reporting period Tax payable Net income/(expenditure) after tax before investment gains/(losses) Net gains/(losses) on investments Net income/(expenditure) Extraordinary items Transfers between funds |
Unrestricted funds £ |
Restricted income funds £ |
Endowment funds £ |
Total funds £ |
Prior year funds £ |
|---|---|---|---|---|---|
| 2,924 | 10,000 | 14,769 | 2,445 | ||
| 7,633 | |||||
| 1844 | |||||
| 4,768 | 10,000 | 14,769 | 10,078 | ||
| 1,623 | 1,740 | 3,363 | - | ||
| 2,343 | 8,000 | 10,343 | - | ||
| 543 | 543 | ||||
| - | |||||
| 4,509 | 9,740 | 14,249 | - | ||
| 259 | 260 | 520 | 10,078 | ||
| - | |||||
| 259 | 260 | 520 | 10,078 | ||
| - | |||||
| 259 | 260 | 520 | 10,078 | ||
| - |
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| Other recognised gains/(losses): Gains and losses on revaluation of fixed assets for the charity’s own use Other gains/(losses) Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward |
|
|---|---|
| - | |
| - - - - - |
|
| 259 260 - 520 10,078 |
|
| - - - 10,078 - |
|
| 259 260 - 10,598 |
Balance sheet
| Fixed assets Intangible assets Tangible assests Heritage assets Investments Total fixed assets Current assets Stocks Debtors Investments Cash at bank and in hand Total current assets Creditors: amounts falling due within one year Net current assets/(liabilities) Total assets less current liabilities |
Unrestricted funds Restricted income funds Endowment funds Total this year Total last year £ £ £ £ £ |
|---|---|
| - - - - - |
|
| - - - 569 778 |
|
| - - - - - |
|
| - - - - - |
|
| - - - 569 778 |
|
| - - - - - |
|
| - - - - - |
|
| - - - - - |
|
| - - - 520 10,078 |
|
| - - - 520 10,078 |
|
| - - - - - |
|
| - - - 520 10,078 |
|
| - - - 1,089 10,856 |
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| Creditors: amounts falling due after one year Provisions for liabilities Total net assets or liabilities Funds of the Charity Endowment funds Restricted income funds Unrestricted funds Revaluation reserve Fair value reserve Total funds |
- - - - |
- |
|---|---|---|
| - - - 2,000 |
- | |
| - - - 3,089 |
10,856 | |
| - | - | |
| - - |
10,078 | |
| - 520 |
||
| - | ||
| - - - 520 |
10,078 |
SORP reference Para 1.22: Statement explaining the policy for holding reserves stating why they are held
Trustees have decided that the £2,000 will be held back this financial year to support the payment of rent in the following financial year to secure 4 months of office space. No other funds will be held in reserve for any other reason.
SORP reference Para 1.22: Amount of reserves held
£2,000 from the donations received within this financial year.
SORP reference Para 1.47: The charity’s principal sources of funds (including any fundraising)
Advocates and Angels main source of funds have come from a mixture of;
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Direct donations from individuals
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National Lottery Grants
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Raffles on Instagram & Facebook
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Selling donated items at a craft fair
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Sponsored events
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Bucket collections
SORP reference Para 1.46: A description of the principal risks facing the charity
As a charity we feel there is an extremely low risk of the charity facing any financial problems as we work on the basis of securing funds before spending anything.
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Structure, governance and management
SORP reference Para 1.25: How is the charity constituted?
CIO registered
SORP reference Para 1.25: 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
Eligibility for trusteeship
a) Every charity trustee must be a natural person.
b) No individual may be appointed as a charity trustee of the CIO:
- if he or she is under the age of 16 years; or
● if he or she would automatically cease to hold office under the provisions of clause 12(1)(e).
c) No one is entitled to act as a charity trustee whether on appointment or on any re-appointment until he or she has expressly acknowledged, in whatever way the charity trustees decide, his or her acceptance of the office of charity trustee.
d) At least one of the trustees of the CIO must be 18 years of age or over. If there is no trustee aged at least 18 years, the remaining trustees may only act to call a meeting of the charity trustees, or appoint a new charity trustee.
Number of charity trustees
a) There must be at least three charity trustees. If the number falls below this minimum, the remaining trustee or trustees may act only to call a meeting of the charity trustees, or appoint a new charity trustee
b) There is no maximum number of charity trustees that may be appointed to the CIO.
Appointment of charity trustees
1) Apart from the first charity trustees, every trustee must be appointed 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.
SORP reference Para 1.51: Policies and procedures adopted for the induction and training of trustees
Information for new charity trustees
The charity trustees will make available to each new charity trustee, on or before his or her first appointment:
a) a copy of the current version of this constitution; and
b) a copy of the CIO’s latest Trustees’ Annual Report and statement of accounts
c) full induction of charity policy and procedures to be given
d) all trustees to have a full DBS check
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Reference and administrative details
Advocates and Angels, not known by any other names.
Registration number: 1195239
Registerd address: Unit 1, 270 Cockett Road, Cockett, Swansea, SA2 0FN. Key holder nominated trustee Bethan Germon
Board of Trustees
Bethan Germon
Janine Massey Claire Baker (Resigned October 2021)
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Advocates and Angels Charity No 1195239 Company No Annual accounts for the period Period end Period start date To 21.7.2021 date 31.03.2022
Section A Statement of financial activities (including summary income and expenditure account)
| Section A Statement of fnancial activities (including summary income and expenditure account) |
Section A Statement of fnancial activities (including summary income and expenditure account) |
Section A Statement of fnancial activities (including summary income and expenditure account) |
Section A Statement of fnancial activities (including summary income and expenditure account) |
Section A Statement of fnancial activities (including summary income and expenditure account) |
Section A Statement of fnancial activities (including summary income and expenditure account) |
|---|---|---|---|---|---|
| Recommended categories by activity Guidance Note Total funds £ £ £ £ £ Income (Note 3) F01 F02 F03 F04 F05 Income and endowments from: Donations and legacies S01 2,924 10,000 14,769 2,445 Charitable activities S02 7,633 Other trading activities S03 1844 Investments S04 Separate material item of income S05 Other S06 Total S07 4,768 10,000 14,769 10,078 Expenditure (Notes 6) Expenditure on: Raising funds S08 1,623 1,740 3,363 - Charitable activities S09 2,343 8,000 10,343 - Separate material expense item S10 543 543 Other S11 - Total S12 4,509 9,740 14,249 - S13 259 260 520 10,078 Tax payable S14 - S15 259 260 520 10,078 S16 - Net income/(expenditure) S17 259 260 520 10,078 Extraordinary items S18 Transfers between funds S19 - S20 - Other gains/(losses) S21 - - - - - Net movement in funds S22 259 260 - 520 10,078 Total funds brought forward S23 - - - 10,078 - Total funds carried forward S24 259 260 - 10,598 Unrestricte d funds Restricted income funds Endowment funds Prior year funds Net income/(expenditure) before tax for the reporting period Net income/(expenditure) after tax before investment gains/(losses) Net gains/(losses) on investments Other recognised gains/(losses): Gains and losses on revaluation of fxed assets for the charity’s own use Reconciliation of funds: |
|||||
| - | |||||
| - | - | - | - | - | |
| 259 | 260 | - | 520 | 10,078 | |
| - | - | - | 10,078 | - | |
| 259 | 260 | - | 10,598 |
Advocates and Angels
Charity No 1195239 Company No
Section B Balance sheet
| Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
Guidance Note £ £ £ £ £ Fixed assets F01 F02 F03 F04 F05 Intangible assets (Note 15) B01 - - - - - Tangible assets (Note 14) B02 - - - 569 778 Heritage assets (Note 16) B03 - - - - - Investments (Note 17) B04 - - - - - Total fxed assets B05 - - - 569 778 Current assets Stocks (Note 18) B06 - - - - - Debtors (Note 19) B07 - - - - - Investments (Note 17.4) B08 - - - - - Cash at bank and in hand (Note 24) B09 - - - 520 10,078 Total current assets B10 - - - 520 10,078 B11 - - - - - Net current assets/(liabilities) B12 - - - 520 10,078 Total assets less current liabilities B13 - --1,089 10,078 B14 - - - - - Provisions for liabilities B15 - - - 2,000 - Total net assets or liabilities B16 - - - 3,089 10,078 Funds of the Charity Endowment funds (Note 27) B17 - - B18 - - 10,000 Unrestricted funds B19 - 520 78 Revaluation reserve B20 - Fair value reserve B21 Total funds B22 - - - 520 10,078 Unrestricte d funds Restricted income funds Endowment funds Total this year Total last year Creditors: amounts falling due within one year (Note 20) Creditors: amounts falling due after one year (Note 20) Restricted income funds (Note 27) |
|---|---|---|---|---|---|
| - | - | ||||
| - | - | 10,000 | |||
| - | 520 | 78 | |||
| - | |||||
| - | - | - | 520 | 10,078 |
The company was entitled to exemption from audit under s477 of the Companies Act 2006 relating to small companies.
The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The directors acknowledge their responsibilities for complying with the requirements of the Companies Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to small companies subject to the small companies regime and in accordance with FRS102 SORP.
Date of Signed by one or two trustees/directors on behalf of all the Print Name approval trustees/directors dd/mm/yyyy Janine Massey 12/27/2022
CC17a (Excel)
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12/31/2022
| Signature of director authenticating accounts being sent to Companies House |
Signature | Date dd/mm/yyyy |
|---|---|---|
| B.Germon | 12/27/2022 | |
| Bethan Germon | Print name |
CC17a (Excel)
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