Trustees’ Annual Report for the period
From: 1 March 2023 To: 31 March 2024
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 2 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
----- Start of picture text -----
SORP reference
Summary of the main One grant has been made in the period to
achievements of the charity, Stopgap Dance Company for £3,250.
identifying the difference the Stopgap Dance Company is a integrated
charity’s work has made to Para 1.20 dance company (made up of professional
the circumstances of its dancers with and without disabilities) that
beneficiaries and any wider delivers dance workshops and creative
benefits to society as a training and gives professional dance
whole. performances across the UK and abroad.
Through dance, Stopgap promotes the
possibilities of a society where people
with disabilities are fully integrated.
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
----- End of picture text -----
Financial Review
----- Start of picture text -----
Review of the charity’s Para 1.21 The donation in the period of accounts
financial position at the end was £8,000 and one grant has been made
of the period in the period of £3,250. Cash at the
period end was £5,674.
Statement explaining the Para 1.22 The Trustees have decided that the
policy for holding reserves holding of reserves is unnecessary and
stating why they are held 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 Para 1.22 As detailed above
reserves
Details of fund materially in Para 1.24 N/A
deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a going
concern
----- End of picture text -----
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 £8,000. |
| 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
----- Start of picture text -----
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
----- End of picture text -----
Names of the charity trustees who manage the charity
----- Start of picture text -----
Name of person (or body)
Dates acted if not for whole
Trustee name Office (if any) entitled to appoint trustee
year
(if any)
1 Mark Tantam Chair
2 Louise Tantam Trustee
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
– 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 | Name | Address |
|---|---|---|
| adviser | ||
| 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) Mark Tantam Position (eg Secretary, Trustee Chair, etc) Date 28/10/2024
----- Start of picture text -----
The Tantam Family Charitable Foundation No (if any)
Receipts and payments accounts CC16a
For the period 01/03/2023 31/03/2024
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Tantaam Receipt 8,000 - 8,000 -
Interest 9 - - 9 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
8,009 - - 8,009 1,001
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 8,009 - - 8,009 1,001
A3 Payments
Grant - Stopgap Dance 3,250 - - 3,250 -
Bank charges 55 - - 55 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 3,305 ] - - 3,305 30
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 3,305 - - 3,305 30
Net of receipts/(payments) 4,704 - - 4,704 971
A5 Transfers between funds - - - - -
A6 Cash funds last year end 971 - - 971 -
Cash funds this year end 5,675 - - 5,675 971
----- End of picture text -----
CCXX R1 accounts (SS)
31/10/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 5,675 - - - - - 5,675 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Mark Tantam |
Endowment funds to nearest £ - - - |
|---|---|---|---|
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 28/10/2024 |
CCXX R2 accounts (SS)
31/10/2024
2