## **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**
**----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|**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**
**----- Start of picture text -----**
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
**----- 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 £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**
**----- 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** 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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
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