## Fletchers Foundaton’s TAR Report – Financial year 22/23
## Fletchers Foundaton overview
- Charity no. 1199774
- Registered address - 34 Hoghton Street, Southport PR9 0PU
- Trustees:
- Adrian Denson
- Irene Afful
- Richard Fraser
- Professor Paul May
## Actvites and objectves of the Foundaton
- We registered in July 2022 and launched our Grant Programme in January 2023.
- The objective of Fletchers Foundation is the relief of sickness, of conditions of need, hardship and distress arising as the result of medical accidents and personal injury by the provision of grants.
- In the first 3 months of launching, we supported 6 individuals with grants.
- We also had a launch party in March 2023, to raise awareness of the charity.
## Structure
- We are managed by our Director of the Foundation, who manages the day-to-day operations.
- The Director reviews all grant applications and makes a recommendation to the trustees, who have final decision (majority rules) on the application.
- We are currently not looking for anymore trustees, however if we were, the first step would be to meet our director to talk about the charity and its aims. Then the person would have a call with the Trustees who would look at is the person bringing something that the current trustees are missing. There would then be a vote at the board of trustees meeting.
## Achievement
- In the first 3 months of launching, we approved 6 grants.
## Fletchers Founda on’s TAR Report – Financial year 22/23
## Fletchers Founda on overview
- Charity no. 1199774
- Registered address - 34 Hoghton Street, Southport PR9 0PU
- Trustees:
- § Adrian Denson
- § Irene A ul
- § Richard Fraser
- § Professor Paul May
## Ac vi es and objec ves of the Founda on
- We registered in July 2022 and launched our Grant Programme in January 2023.
- The objec ve of Fletchers Founda on is the relief of sickness, of condi ons of need, hardship and distress arising as the result of medical accidents and personal injury by the provision of grants.
- In the rst 3 months of launching, we supported 6 individuals with grants.
- We also had a launch party in March 2023, to raise awareness of the charity.
## Structure
- We are managed by our Director of the Founda on, who manages the day-to-day opera ons.
- The Director reviews all grant applica ons and makes a recommenda on to the trustees, who have fi nal decision (majority rules) on the applica on.
- We are currently not looking for anymore trustees, however if we were, the fi rst step would be to meet our director to talk about the charity and its aims. Then the person would have a call with the Trustees who would look at is the person bringing something that the current trustees are missing. There would then be a vote at the board of trustees mee ng.
## Achievement
- In the rst 3 months of launching, we approved 6 grants.
Adrian Denson
01/05/2024
**Charity Name No (if any) Fletchers Foundation 1199774 Receipts and payments accounts For the period** Period start date Period end date **To from** 25/07/2022 30/04/2024
## **CC16a**
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**1,924**
**23,060**
**165**
**1,494**
**-**
**-**
**-**
**-**
**26,644**
**-**
**-**
**-**
**26,644**
**50**
**72**
**9,752**
**-**
**-**
**-**
**-**
**-**
**-**
**9,875**
**-**
**-**
**-**
**9,875**
**16,769**
**-**
**-**
**16,769**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**1,924**
**23,060**
**165**
**1,494**
**-**
**-**
**-**
**-**
**26,644**
**-**
**-**
**-**
**26,644**
**50**
**72**
**9,752**
**-**
**-**
**-**
**-**
**-**
**-**
**9,875**
**-**
**-**
**-**
**9,875**
**16,769**|**Total funds**
**to the nearest £**
**1,924**
**23,060**
**165**
**1,494**
**-**
**-**
**-**
**-**
**26,644**
**-**
**-**
**-**
**26,644**
**50**
**72**
**9,752**
**-**
**-**
**-**
**-**
**-**
**-**
**9,875**
**-**
**-**
**-**
**9,875**
**16,769**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Just GivingDonations|**1,924**|||||**-**|
|Fletchers Donations|**23,060**|||||**-**|
|Fund toward Hydrotherapyservice|**165**|||||**-**|
|Other Donations|**1,494**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**26,644**|||||**-**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**-**|
||||||||
|Accountancycosts(Xero Sub)|**50**|||||**-**|
|Subscriptions - Justgiving|**72**|||||**-**|
|Charitycosts|**9,752**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**9,875**|||||**-**|
||||||||
|**A4 Asset and investment**
**purchases, (see table)**|||||||
||**-**||||||
||**-**||||||
|**_Sub total_ **|**-**|||||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
|||||||**-**|
||||||||
||**16,769**|**-**|**-**|**16,769**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**16,769**|**-**|**-**|**16,769**||**-**|
CCXX R1 accounts (SS)
01/05/2024
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**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|(agree balances with receipts and payments
account(s))
**Details**
Fletchers Bank Account
**_Total cash funds_**
**Details**
**Details**
**Details**
**Details**
Accounts Payable - Invoice
Signature
Adrian Denson|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**16,769**
**-**
**-**
**-**
**-**
**-**
**16,769**
**-**
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)**
240
**-**
**-**
**-**
**-**
**-**
Print Name|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
||||**18 May 2023**|
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||Adrian Denson||01/05/2024|
|||||
CCXX R2 accounts (SS)
01/05/2024
2
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name Fletchers Foundation **members of**
**On accounts for the year** 30 April 2023 **Charity no** 1199774 **ended (if any) Set out on pages** 1-3 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** .
- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the examination which gives me 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.
* _Please delete the words in the brackets if they do not apply._
|**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**||01/05/2024|
|---|---|---|
||||
||Ceri Dixon BSc (Hons) ACA||
||||
||ICAEW||
||||
||PM+M Solutions for Business LLP||
||New Century House||
||Blackburn. BB1 5QB.||
**October 2018**
1
**IER**
**Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**October 2018**
2
**IER**
## Fletchers Foundation
Final Audit Report
2024-05-01
Created: 2024-05-01 By: Ceri Dixon (ceri.dixon@pmm.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAX0LIp7Auiwu0SBw3_cJZGueKLdkljRaE
## "Fletchers Foundation" History
Document created by Ceri Dixon (ceri.dixon@pmm.co.uk)
2024-05-01 - 10:47:17 AM GMT
Document emailed to adriandenson@fs.co.uk for signature
2024-05-01 - 10:49:21 AM GMT
Email viewed by adriandenson@fs.co.uk
2024-05-01 - 11:08:12 AM GMT
Signer adriandenson@fs.co.uk entered name at signing as Adrian Denson 2024-05-01 - 11:09:41 AM GMT
Document e-signed by Adrian Denson (adriandenson@fs.co.uk)
Signature Date: 2024-05-01 - 11:09:43 AM GMT - Time Source: server
Document emailed to Ceri Dixon (ceri.dixon@pmm.co.uk) for signature 2024-05-01 - 11:09:44 AM GMT
Email viewed by Ceri Dixon (ceri.dixon@pmm.co.uk) 2024-05-01 - 11:10:34 AM GMT
Document e-signed by Ceri Dixon (ceri.dixon@pmm.co.uk) Signature Date: 2024-05-01 - 12:33:31 PM GMT - Time Source: server
Agreement completed.
2024-05-01 - 12:33:31 PM GMT