## **THE SAMMY-SIZED GAP CIO**
## **Trustees’ Annual Report**
**For the year ended 31 March 2025**
**(Charity No: 1208756)**
## 1 **. Reference and Administrative Details**
**Charity name** : The Sammy-sized Gap CIO **Principal office** : Wales **Financial year** : 1 April 2024 – 31 March 2025
**Trustees during the year** :
Clare Sturman Melanie Pallas Elizabeth Williams Charlotte Matthews Dale Etchells Trustees who resigned during the year: Alan Woods Trish Woods David Ball
## **Independent examiner / accountant** :
Kathryn Geary BA (Hons) AFA MIPA Kathryn Geary & Co. Ltd, Bryntirion, Llanddewi Velfrey. Narberth. SA67 8UR
## 2. **Structure, Governance and Management**
The charity is a Charitable Incorporated Organisation (CIO) operating under a “Foundation Model” constitution amended 31 January 2024.
The only voting members of the CIO are its charity trustees.
Trustees are appointed for a term of three years in accordance with the constitution and receive an induction that includes the governing document and latest annual report.
The trustees are responsible for strategic direction, governance, safeguarding, compliance and oversight of operational delivery. Decisions may be taken at meetings or by written resolution. The charity maintains the required registers, accounts and minutes.
The trustees may delegate activities to committees or individuals, provided at least one committee member is a trustee and all decisions are reported back to the board.
The trustees have assessed the major risks to which the charity is exposed, including safeguarding, financial sustainability and operational capacity, and have established policies and procedures to mitigate these risks. Safeguarding remains a standing agenda item at trustee meetings.
## 3. **Objectives and Activities**
Objects (as per constitution):
1. To preserve and protect the health of people experiencing or affected by poor mental health and suicidal behaviour or ideation in Pembrokeshire.
2. To promote public understanding of suicide and poly-drug use.
3. To provide support, intervention and counselling for those affected by suicide or suicidal behaviour.
4. To liaise with agencies, including government, on mental-health policy matters.
## _**Public Benefit Statement**_
The trustees confirm that the charity has complied with the duty to have due regard to the Charity Commission’s guidance on public benefit. All activities undertaken during the year further the charity’s stated objects and provide clear public benefit to individuals, families, young people and communities affected by mental health challenges, suicide and substance use.
## _**Summary of Activities**_
During the year the charity delivered:
- Postvention support for individuals, families and workplaces following suicide.
- Youth resilience and education programmes.
- Drug and alcohol harm-reduction education.
- Community wellbeing sessions and public engagement events.
- Volunteer training and overdose-prevention (naloxone) training.
## 4. **Achievements and Performance (Output Summary)**
## _**Support & Postvention**_
7 families supported following bereavement by suicide.
- 2 companies supported following the suicide of a staff member.
## _**Youth and Prevention**_
18 participants completed the Yaki Da Boi programme.
6 youth drug and alcohol education talks delivered.
## _**Training & Capacity Building**_
4 naloxone training sessions delivered.
- 6 new volunteers recruited and trained.
## _**Community Engagement**_
Over 500 attendees participated in community sessions (running, swimming, circus, Sammy-sized Day Out, etc).
## _**General Governance Progress**_
- Strengthened oversight arrangements.
- Improved structure for volunteers and community delivery.
Feedback from beneficiaries and partners indicates that the charity’s postvention and prevention work has reduced isolation, improved coping skills, and strengthened community responses to suicide and substancerelated harm.
## 5. **Financial Review**
## **Income**
Total income for the year: £40880
Breakdown:
Grants: £19970
Donations: £13700
Fundraising/events: £2710
Other income: £4500
## **Expenditure**
Total expenditure for the year: £13485
Breakdown (categories as per accounts):
Marketing/Services: £7594
Tshirts for challenges: £1331
Yaki Da Boi Project (Hywel Dda): £4500
Governance Fees: £60
## **Funds and Reserves**
Total funds at year end: £27395
Restricted funds: £0
Unrestricted funds: £27395
## **Reserves policy** :
The trustees aim to hold reserves equivalent to two months of core operating costs.
During the year the charity monitored cashflow closely and remained able to meet its liabilities as they fell due.
## **Financial Position**
The CIO remains financially stable and continues to operate within its charitable objects.
## 6. **Plans for the Future (2025–26)**
Confirmed priorities:
1. Expansion of community wellbeing sessions.
2. Increased youth education and harm-reduction work.
3. Growth of the volunteer programme.
Additional development priorities:
4. Strengthened postvention pathway for families and workplaces.
5. Wider partnership work with schools, businesses and statutory services.
6. Securing multi-year grant funding.
7. Potential expansion of the Yaki Da Boi programme to additional communities.
7. Trustees’ Responsibilities Statement
The trustees are responsible for preparing the Trustees’ Annual Report and financial statements in accordance with the Charities Act 2011 and applicable regulations.
In preparing this report, the trustees have ensured that:
- the accounts give a true and fair view of the charity’s financial activities,
- proper accounting records are maintained,
- the CIO complies with statutory reporting and filing requirements.
This report was approved by the trustees on 14/01/2026
Signed:
Melanie Pallas
For and on behalf of the Board of Trustees
**Sammy Sized Gap 1208756 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/04/2024 31/03/2025
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**13,700**
**2,710**
**19,970**
**-**
**-**
**-**
**-**
**-**
**36,380**
**-**
**-**
**-**
**36,380**
**7,594**
**1,331**
**60**
**-**
**-**
**-**
**-**
**-**
**-**
**8,985**
**-**
**-**
**-**
**8,985**
**27,395**
**-**
**-**
**27,395**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**4,500**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**13,700**
**2,710**
**19,970**
**4,500**
**-**
**-**
**-**
**-**
**40,880**
**-**
**-**
**-**
**40,880**
**7,594**
**1,331**
**60**
**4,500**
**-**
**-**
**-**
**-**
**-**
**13,485**
**-**
**-**
**-**
**13,485**
**27,395**|**Total funds**
**to the nearest £**
**13,700**
**2,710**
**19,970**
**4,500**
**-**
**-**
**-**
**-**
**40,880**
**-**
**-**
**-**
**40,880**
**7,594**
**1,331**
**60**
**4,500**
**-**
**-**
**-**
**-**
**-**
**13,485**
**-**
**-**
**-**
**13,485**
**27,395**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Donations|**13,700**|||||**-**|
|Events|**2,710**|||||**-**|
|Lotteryfunding|**19,970**|||||**-**|
|Hywel Dda|**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**36,380**|||||**-**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**|||||**-**|
|**_Sub total_**|**-**|||||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
|||||||**-**|
||||||||
|Marketing/Services|**7,594**|||||**-**|
|Tshirts for challenges|**1,331**|||||**-**|
|Fees|**60**|||||**-**|
|Yaki Da Boi Project(Hywel Dda)|**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**8,985**|||||**-**|
||||||||
|**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_**|||||||
|||||||**-**|
||||||||
||**27,395**|**-**|**-**|
**27,395**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**27,395**|**-**|**-**|**27,395**||**-**|
CCXX R1 accounts (SS)
14/01/2026
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
Mrs M J Pallas
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**27,395**
**-**
**-**
**-**
**-**
**-**
**27,395**
**-**
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
Melanie Jane Pallas|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||Mrs M J Pallas|Melanie Jane Pallas|14/01/2026|
|||||
CCXX R2 accounts (SS)
14/01/2026
2
Kathryn Geary & Co. Ltd
Accountsnts
IF
INSTITUTE OF
FINANCIAL
ACCOUNTANTS.
AMEM*koFThEIPA6RL
Indepandent Examlner's Report
To the Trustees of The Sammy-sized Gap CIO
(Charity number". 1208756)
I r8POrt to the trustees on my examination of the accounts of Tho Sammy-sized Gap
CIO (the charity) for the year ended 31 March 2025.
Responsibilities and basls of report
As the charity's trustees, you are responsible for the preparation of the accounts in
accordance with the requirements of the Charities Act 2011 ('the Act.).
I report in respect of my examination of the charity's accounts carried out under sectlon
145 of the Act and in carrying out my examination I have followed the applicable
Directions given by the Charity Commission under section 14515){b) of the Act.
Independent examlner's statement
I have completed my examination. I confim that no material matters have come to my
attention in connection with the examination giving me cause to believe that in any
material respect:
1. accounting records were not kept in respect of the charity as required by section
130 of the Act., or
2. the accounts do not accord with those records,. or
3. the accounts do not Gomply with the applicable requirements concerning the fom
and content of accounts set out in the Charities {Accounts and Reports)
Regulations 2008 other than any requirement that the accounts give a Yrue and
fairf, view, which is not a matter considered as part of an independent
6xamination.
I have no concerns and have come across no other matters in connection with the
examination to which attention should be drawn in this report.
Kathryn Geary BA (Hons) AFA MIPA
Company Registration.. 11642298
Registered Address.- Bryntirion, Llanddewi Velfrey. Narberth, Pembrokeshire. SA67 8UR
Telephone.. 07913 9989631 Email.. kathryngearyaccountant@btinternet.com
Independent examiner
Name.. Kathryn Geary BA (Hons) AFA MIPA
Address.. Bryntirion, Llanddewi Velfrey, Narberth. SA67 8UR
Signed:
TH
Date: 13 January
25