## **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
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## **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
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|**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
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**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
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– 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
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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