## **Commentary on the model Trustees’ Annual Report and accounts: The Phoebe Hoskin Trust**
The charity had an income of £3050 in the year and is eligible for independent examination. As the charity is below the larger charity threshold it may also prepare a simple annual report (refer to CC15d Charity Reporting and Accounting: The essentials and the Charities (Accounts and Reports) Regulations 2008). An example report by the charity’s the independent examiner (see ‘CC32- Independent Examination of Charity Accounts’ for further examples of examiner’s reports) is also included.
## **The trustees’ annual report CC16b pro forma**
Trustees do not have to use the pro forma to write their annual report but the form includes all the information trustees must provide and gives an opportunity to provide further optional information if the trustees so wish.
The ‘ **Summary of the main activities undertaken’** also includes confirmation that the trustees have had regard to our guidance on public benefit when planning the charity’s activities. Further information about is provided in a **‘Summary of the main achievements** ’ Additional voluntary information is provided about the contribution made by volunteers, collaboration with other organisations and details of the charity’s main policies and future plans. In addition, the report confirms that the trustees received no remuneration or other benefits from the charity.
## **The accounts CC16a pro forma (in original form as a separate excel document)**
The accounts pro forma is suitable for comparatively straightforward accounts. Before using the pro forma please read the completion notes. We also recommend that a bank reconciliation is prepared to reconcile the closing balance at bank before completing the form. Also charities with several restricted funds or more complex affairs may need to summarise their information before using the pro forma or alternatively use it as a tool to assist in the design of their own accounts.
The statement of assets and liabilities includes online banking
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## **Trustees' annual report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 04 2023 **To** 10 09 2024
## Reference and administration details
**Charity name**
_The Phoebe Hoskin Trust_
> **Other names charity is known by** _Na_ **Registered charity number (if any)** _1199081_
> **Charity's principal address** _54 Horsham Lane_
_Plymouth_ **Postcode** _PL5 4NP_
## **Names of the charity trustees who manage the charity**
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17|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||_Jade Hoskin_|_Chair_|||
||_Joe Howell_|Trustee|||
||_Michaeal_
_Howell_|_Trustee_|||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
|**Name**|**Dates acted if not for wholeyear**|
|---|---|
|Jade Hoskin||
|Joe Howell||
|Michael Howell||
## **Names and addresses of advisors (Optional information)**
|**Ty**|**pe of advisor**
**Name**
**Address**|**pe of advisor**
**Name**
**Address**|**pe of advisor**
**Name**
**Address**|
|---|---|---|---|
||**Bank**|_Co-operative_
_Bank_|_1 Balloon St, Manchester M60, 4EP_|
|||||
|||||
|||||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Structure, governance and management**
## **Description of the charity’s trusts**
|Type of governing document
(eg. trust deed, constitution)
How the charity is constituted
(eg. trust, association, company)
Trustee selection methods
(eg. appointed by, elected by)|_Constitution 25 May 2022_|
|---|---|
||_Unincorporated association_|
||_Trustees are appointed, No trustees have been_
_reappointment during this time,_|
## **Additional governance issues (Optional information)**
|You**may choose**to include
additional information, where
Policies and procedures
adopted for the induction and
The charity’s organisational
structure and any wider
network with which the
charity works
Relationship with any related
parties
Trustees’ consideration of
major risks and the system
them
relevant, about:
training of trustees
and procedures to|_The Phoebe Hoskin Trust aims to support families that_
_have lost a child or have a child with terminal illness_
_between the ages of 1-4 years of age_
_There is a safeguarding policy in place if there is a child_
_in danger, this would be reported to safeguarding_
_following the policy,_
_The Phoebe Hoskin supplies memory boxes and NG tube_
_boxes to the NHS and to children hospices around the_
_Uk, free of charge,_
_Ng Tube boxes and memory boxes are supplied to the_
_community across the Uk if they have requested via the_
_website or social media,_
_The trustees of the charity have not have any mandatory_
_training as this is not need at this time._|
|---|---|
3
## **Objectives and activities**
|**mmary of the objects of the**
**rity set out in its governing**
**ument**
**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects**|TO RELIEVE THE SUFFERING AND EMOTIONAL DISTRESS
AMONGST PARENTS AND FAMILIES WHO HAVE EXPERIENCED
PRE AND POST LOSS OF A BABY OR INFANT, IN PARTICULAR BUT
NOT EXCLUSIVELY BY;
A) THE PROVISION OF MEMORY BOXES EITHER THROUGH
HOSPITALS, HOSPICES OR DIRECTLY TO THE AFFECTED
FAMILIES
B) ) PROVIDING SUPPORT AND ADVOCACY TO BEREAVED
PARENTS BY THE PROVISION OF SUPPORT ACTIVITIES WITH
OTHER BEREAVED PARENTS
C) C)ANY OTHER MEANS AS THE TRUSTEES DETERMINE|
|---|---|
||_In planning our activities for the year we kept in_
_mind the Charity Commission’s guidance on public_
_beneft at our trustee meetings._
_The main activities are as follows:_
_Three Peaks across Wales and Scotland_
_Designed a new NG tube boxes for children_
_that need support with feeding._
_To develop a memory garden at Derriford_
_Hospital_
_These activities beneft families and terminal_
_children by developing their self-confdence with a_
_feeding tube and the memory garden has supported_
_families with grief after losing a child, this also_
_provides a safe area for families to memory their_
_child andpersonal circumstances._|
**Summary of the objects of the charity set out in its governing document**
## **Additional details of objectives and activities (Optional information)**
_We are grateful for the many hours volunteers,_ You **may choose** to include _including our trustees who have spent time_ further statements, where _listening and encouraging our families to_ relevant, about: _understand their grief. Without this valuable_ Policy on grantmaking _contribution of time, energy and expertise we would not have been able to achieve so much._ Policy programme related investment Contribution made by Volunteers
4
Achievements and performance
## **Summary of the main achievements of the charity during the year.**
Tamerton Carnival Saturday 13 May- and 11[th] May 2024
The Phoebe Hoskin held a stall to share the charities amins and goals, during this event £120 was donated. During this event families would ask the charity to supply memory boxes for families
The first of may the first year of the charity 25 May 2023 Second Year of being a charity 25may 2024 24th June 2023 Forever and always Graden at Derriford Hospital opening day, During the event families have come to see the work that has been done by our volunteers, this has shown the beautiful place that gives families somewhere to grieve,
1 July 2023 The man vs coast 23 mile Cornwall run, This event was done by two of our supporters, they came 47[th] in the race and have raise money for the Phoebe Hoskin trust, This has helped us to raise money and has also supported the charity by raising awareness to the cause of the charity, 17[th] October 2023
The Phoebe Hoskin teamed by with the Luna fund to create an event for October memory walk, Families attended this event and lit a candle in memory of their children, this has support families to come together to remember their children and be around other families that have gone though the same situation,
Crownhill conservatories LTD- December have donated a Christmas tress to the forever and always garden for families to place a decoration on it for their child , They kindly donated £200 along side this
## 1[st] February 2024-
The Phoebe Hoskin trust created a NG tube box, This has support children to not feel scared of a feeding tube that they need to ensure that they are receiving supplements and food. This has also supported families to help understand what an NG tube is.
5
## **Financial review**
Cash at bank at 8/9/2024 was £833.87 in unrestricted **Brief statement of the** funds. The main financial fund have been donations or raised via a charity **charity’s policy on reserves** event, there has not been a loss of the financial year, The funds are held to cover 9 months operational costs in the event of a loss of income and to meet any unforeseen expenditure that may occur. **Details of any funds materially** Not applicable **in deficit**
## **Further financial review details: (Optional information)**
You **may choose** to include _Our main source of funds this year has been,_ additional information, _donations, raising money at event that the charity_ where relevant about: _has held via volunteers raising money,_ The charity’s principal sources of funds (including any fundraising). _The charity has had a small income for Go fund me and selling raffle tickets to win an item,_ How expenditure has supported the key objectives of the charity. Investment policy and objectives including any ethical investment policy adopted.
## **Other optional information**
## _Future Plans_
_The coming year will see a continued support families that are grieving, we will also be supporting children that have a terminal illness, This year we will be planning some event that will support our charity to raise fund to ensure that the charity is able to continue to support this cause_
## **Declaration**
**The trustees declare that they have approved the trustees’ report above. Signed**
**on behalf of the charity’s trustees**
> **Signature(s)** _J Hoskin_ **Full name(s)** Jade Hoskin
> **Position (eg secretary,** _Chair_ **chair, etc)**
> **Date** 08/09./2024
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**Independent examiner's report on the accounts**
**Report to the trustees/** Charity Name **members of** _The Phoebe Hoskin Trust_ **On accounts for the year** _08/09/2024_ **ended Set out on pages** _9 and 10_ I report to the trustees on my examination of the accounts for the year ended 31 December 2016. As the charity trustees of the Trust, you are responsible for the preparation of **Responsibilities and basis of** the accounts in accordance with the Charities Act 2011 (“the Act”). **report**
I report in respect of my examination of the Trust’s accounts carried out under s145 of the Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under s145(5) (b) of the Act.
I have completed my examination. I confirm that no material matters have **Independent examiner's** come to my attention in connection with the examination which gives me **statement** cause to believe that in, any material respect:
accounting records were not kept in accordance with section 130 of the Act; or the accounts do not accord with the accounting records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached _._
> **Signed:** _Jhoskin_ **Date:** 08/09/2024 **Name:** Jade Hoskin **Relevant professional qualification(s) or body (if any): Address:** _54 Horsham lane Plymouth Pl5 4Np_
7
## **Disclosure section**
Only complete if the examiner needs to highlight material problems.
**Give here brief details of any items that the examiner wishes to disclose** .
_None to report_
8
|**Receipts and payments accounts**
**for the period**
Period start date
_01/01/2016_
**To**
Period end
date
_8/9/24_
**A1 Receipts**
**A2 Asset and investment**
**sales, etc.**
**_Total receipts_**
**A3 Payments**
Charity Name
**Unrestricted**
**funds**
**to the nearest**
**£**
**Restricted funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
**Endowment**
**funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
_-_
_-_
**Total**
**funds to**
**the**
**nearest £**
_2667_
_0_
_133_
_250_
_0_
_0_
**No (if any)**
_999xx9_
**Charity Name**
_The Phoebe Hoskin Trust_
3050
0
**Section A Receipts and payments**
0
3050
_Grants & Donations_
_2667_
_Membership_
_subscriptions_
_0_
_Fundraising:_
_133_
_Activities_
**250**
_Interest_
_0_
_Gift aid receipts_
_0_
**_Sub total_**
**-**
**-**
**-**
**-**
_NG boxes_
_320_
_Memory Boxes_
_450_
_Adverting_
**290**
_Royal Mail_
_74_
_Canva_
_132_
_Insurance_
_188_
_New Garden Project_
_-_
_Administration_
**_Sub total_**
_1454_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_0_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_320_
_450_
**290**
_74_
**132**
_188_
_-_
_-_
**1454**|**Receipts and payments accounts**
**for the period**
Period start date
_01/01/2016_
**To**
Period end
date
_8/9/24_
**A1 Receipts**
**A2 Asset and investment**
**sales, etc.**
**_Total receipts_**
**A3 Payments**
Charity Name
**Unrestricted**
**funds**
**to the nearest**
**£**
**Restricted funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
**Endowment**
**funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
_-_
_-_
**Total**
**funds to**
**the**
**nearest £**
_2667_
_0_
_133_
_250_
_0_
_0_
**No (if any)**
_999xx9_
**Charity Name**
_The Phoebe Hoskin Trust_
3050
0
**Section A Receipts and payments**
0
3050
_Grants & Donations_
_2667_
_Membership_
_subscriptions_
_0_
_Fundraising:_
_133_
_Activities_
**250**
_Interest_
_0_
_Gift aid receipts_
_0_
**_Sub total_**
**-**
**-**
**-**
**-**
_NG boxes_
_320_
_Memory Boxes_
_450_
_Adverting_
**290**
_Royal Mail_
_74_
_Canva_
_132_
_Insurance_
_188_
_New Garden Project_
_-_
_Administration_
**_Sub total_**
_1454_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_0_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_320_
_450_
**290**
_74_
**132**
_188_
_-_
_-_
**1454**|**Receipts and payments accounts**
**for the period**
Period start date
_01/01/2016_
**To**
Period end
date
_8/9/24_
**A1 Receipts**
**A2 Asset and investment**
**sales, etc.**
**_Total receipts_**
**A3 Payments**
Charity Name
**Unrestricted**
**funds**
**to the nearest**
**£**
**Restricted funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
**Endowment**
**funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
_-_
_-_
**Total**
**funds to**
**the**
**nearest £**
_2667_
_0_
_133_
_250_
_0_
_0_
**No (if any)**
_999xx9_
**Charity Name**
_The Phoebe Hoskin Trust_
3050
0
**Section A Receipts and payments**
0
3050
_Grants & Donations_
_2667_
_Membership_
_subscriptions_
_0_
_Fundraising:_
_133_
_Activities_
**250**
_Interest_
_0_
_Gift aid receipts_
_0_
**_Sub total_**
**-**
**-**
**-**
**-**
_NG boxes_
_320_
_Memory Boxes_
_450_
_Adverting_
**290**
_Royal Mail_
_74_
_Canva_
_132_
_Insurance_
_188_
_New Garden Project_
_-_
_Administration_
**_Sub total_**
_1454_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_0_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_320_
_450_
**290**
_74_
**132**
_188_
_-_
_-_
**1454**|**Charity Name**
_The Phoebe Hoskin Trust_|**Charity Name**
_The Phoebe Hoskin Trust_|**Charity Name**
_The Phoebe Hoskin Trust_|**Charity Name**
_The Phoebe Hoskin Trust_|**Charity Name**
_The Phoebe Hoskin Trust_|**No (if any)**
_999xx9_|**No (if any)**
_999xx9_|**No (if any)**
_999xx9_||**CC16a**|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
||||||**Receipts and payments accounts**||||||||
||||**for the period**||Period start date
_01/01/2016_||**To**||Period end
date
_8/9/24_||||
||||Charity Name|||||||||**Last year**
**to the**
**nearest**
**£**|
||||||**Restricted funds**
**to the nearest £**||**Endowment**
**funds**
**to the nearest £**
_-_
_-_
_-_
_-_
_-_
_-_|||**Total**
**funds to**
**the**
**nearest £**|||
||
_Grants & Donations_||_2667_||_-_||_-_|||_2667_|||
|||||||||||||_2667_|
||_Membership_
_subscriptions_||_0_||_-_||_-_|||_0_|||
|||||||||||||_0_|
||_Fundraising:_||_133_||||_-_|||_133_|||
|||||||||||||_133_|
||_Activities_||**250**||_-_||_-_|||_250_|||
|||||||||||||_250_|
||_Interest_||_0_||_-_||_-_|||_0_|||
|||||||||||||_0_|
||_Gift aid receipts_||_0_||_-_||_-_|||_0_|||
|||||||||||||_0_|
||**_Sub total_**||||||_-_||||||
||||||||||||||
||**A2 Asset and investment**
**sales, etc.**
**_Total receipts_**
**A3 Payments**||||||0
**-**
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_
_-_||||||
||||||**-**|||||**-**|||
||||**-**||||||||||
|||||||||||||**-**|
||||||||||||||
||||||||||||||
||||||0||||||||
||||3050|||||||3050|||
|||||||||||||3050|
||||||_-_
_-_
_-_
_-_
_-_
_-_
_-_
_0_||||||||
||_NG boxes_|_320_|||||_-_|||_320_|||
|_Memory Boxes_||_450_|||_-_||_-_||_450_||||
|_Adverting_||**290**|||_-_||_-_||**290**||||
|_Royal Mail_||_74_|||_-_||_-_||_74_||||
|_Canva_||_132_|||_-_||_-_||**132**||||
|_Insurance_||_188_|||_-_||_-_||_188_||||
|_New Garden Project_||_-_|||_-_||_-_||_-_||||
|_Administration_|||||_-_||_-_||||||
|**_Sub total_**||_1454_|||_0_||_-_||_-_||||
||||||||||||||
||||||||||**1454**||||
9
|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**A4 Asset and investment purchases,**
**etc.**
**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers Between**
**Funds**
**A6 Cash funds last year**
**end**
**_Cash funds this year_**
**Section B Statement of assets and liabilities at the end of the period**
**-**
_0_
_0_
_-_|**-**|**-**|**-**|_0_|
|---|---|---|---|---|---|---|---|---|---|
|||||||||||
|||||||||||
|||||||||||
|||||||_-_|||_)_|
|||||||_-_||_-_|_-_|
|||||||_-_||||
|||_0_||_-_||_-_|||_0_|
||**Section B Statement of assets and liabilities at the end of the period**|||||||||
**----- Start of picture text -----**
Unrestricted Restricted Endowment
Details
Categories funds funds funds
to nearest £ to nearest to nearest £
£
B1 Cash funds Cash at Bank
833.87
- -
-
- -
Total cash funds - -
(agree balances with receipts and
payments account(s))
B2 Other monetary assets - -
-
- -
Fund to which Cost Current value
asset belongs (optional) (optional)
B3 Investment assets
- -
- -
Fund to which Cost Current value
asset belongs (optional) (optional)
B4 Assets retained for the
charity’s own use - -
Unrestricted
-
Unrestricted
Unrestricted
- -
Fund to which liability Amount When due
relates due (optional)
(optional)
B5 Liabilities Unrestricted
-
Signed (on behalf of all
the trustees)
J
Ja
**----- End of picture text -----**
10