2023-02-28-accounts

Trustees’ Annual Report for the period

From: 22 February 2022 To: 28 February 2023

Charity name: The Tantam Family Charitable Foundation

Charity registration number: 1198009

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance such charitable purposes as the trustees see fit, in particular, providing grants.
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	The Foundation intends to focus its attention on the advancement and support of the performing arts, including but not limited to music, dance and drama.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have had regard to the guidance issued by the Charity Commission 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	The trustees welcome applications or requests for funding. There is no formal application process. The Trustees meet X times a year to consider the merits of applications and to make awards if appropriate which are in line with the Foundation’s objectives.
Policy on social investment including program related investment	Para 1.38
Contribution made by volunteers	Para 1.38
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	There have been no grants made in the first period of reporting.

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 donation in the first period of accounts was £1,000 and no grants have been made in the period. Cash at the period end was £971.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Trustees have decided that the holding of reserves is unnecessary and that they will only distribute income as grants up to the amount of donations available in the year. Any donations not distributed at the end of the year will be rolled over into the next financial period.
Amount of reserves held	Para 1.22	None
Reasons for holding zero reserves	Para 1.22	As detailed above
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

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	The principal funding source in the year was a donation of £1,000.
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:		The Foundation was established under a trust deed on 22 February 2022.
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO - Foundation
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

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other

Reference and Administrative details

Charity name	The Tantam Family Charitable Foundation
Other name the charity uses
Registered charity number	1198009
Charity’s principal address	Cherry Tree Cottage Castle Square Bletchingley RH1 4LB

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Mark Tantam	Chair
	Louise Tantam	Trustee

– 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 held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for 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	Name Address
Accountant	Parkes & Swan Limited	The Officers’ Mess, Coldstream Road, Caterham, CR3 5QX

Name of chief executive or names of senior staff members (Optional information)

Lisa Swan

Exemptions from disclosure

Reason for non-disclosure of key personnel details

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