Trustees’ Annual Report for the period
From: 1 April 2024 To: 31 March 2025
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
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | A grant of £1,000 was made in the year to Stopgap Dance Company, a dance company using dance as an instrument for change, employing diverse artists (including disabled and non-disabled) to build an inclusive world (www.stopgapdance.com) . A payment of £3,100 was made to Big Give in the year. Of this £2,500 went to Dancers Career Development, which helps professional dancers transition out of dance into new careers (www.thedcd.org.uk); £278 to Polka Theatre, which creates world-class theatre to entertain and inspire your audiences (www.polkatheatre.com); and the remaining £322 was made to Big Give. A grant of £1,025 was made to Bloomin Arts, a charity based in Lingfield which offers creative arts courses to learning disabled, physically disabled and neurodiverse adults (www.bloominarts.org.uk). |
| 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: |
|---|---|---|
| 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
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Review of the charity’s Para 1.21 The donation income in the year was
financial position at the end £4,500 (2023: £8,000) and total grants
of the period made in the year were £5,125 (2023:
£3,250). Cash at the year-end was £5,003
(2023: £5,675).
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 £4,500. |
| 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
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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
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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 03/10/2025
The Tantam Family Charitable Foundation No (if any) Receipts and payments accounts CC16a For the period 01/04/2024 31/03/2025 To from
Section A Receipts and payments
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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 4,500 - 4,500 8,000
Interest 13 - - 13 9
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
4,513 - - 4,513 8,009
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 4,513 - - 4,513 8,009
A3 Payments
Grants 5,125 - - 5,125 3,250
Bank charges 60 - - 60 55
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 5,185 ] - - 5,185 3,305
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 5,185 - - 5,185 3,305
Net of receipts/(payments) - 672 - - - 672 4,704
A5 Transfers between funds - - - - -
A6 Cash funds last year end 5,675 - - 5,675 971
Cash funds this year end 5,003 - - 5,003 5,675
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CCXX R1 accounts (SS)
23/10/2025
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 B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 5,003 - - - - - 5,003 - 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 03/10/2025 |
CCXX R2 accounts (SS)
23/10/2025
2