## **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
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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)**| |---|---|---|---|---| ||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**