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2024-11-01-accounts

The Chayse West Legacy

Registered Charity No.: 1207928

Legal Structure: Charitable Incorporated Organisation (CIO) Address: 8 Empire Walk, Alresford, CO7 8FQ

Website: www.thechaysewestlegacy.com

Trustees’ Annual Report for the Year Ended Date – 01/11/2024

1. Objectives and Activities

The Chayse West Legacy is a charitable organisation established to provide financial support to bereaved parents and carers who have experienced the loss of a child/ young person (18-25).

Our mission is to ease the financial burdens associated with bereavement, such as funeral and memorial costs, while raising awareness of the emotional and practical challenges faced by grieving families. We aim to create a compassionate community, reduce stigma around grief, and ensure that no family feels alone during such a painful time.

Who benefits from our work?

Primarily, bereaved parents and carers across the UK are the beneficiaries of our services.

2. Achievements and Performance

Fundraising Events

Over the past year, the charity successfully hosted several fundraising events:

These events helped raise awareness of our mission while generating essential funds for our work.

Support Provided

We were proud to provide direct financial assistance to 3 families during the year, helping them navigate the practical costs of bereavement.

Partnerships and Outreach

3. Public Benefit

Through our fundraising efforts and public engagement, we deliver significant public benefit by:

We meet the Charity Commission’s public benefit requirement by directly aiding individuals in need and promoting broader social understanding around child bereavement.

4. Structure, Governance and Management

The Chayse West Legacy is governed by a Board of Trustees , responsible for overseeing operations, compliance, and strategy. The trustees are supported by a group of volunteers who assist in delivering events and outreach.

Trustee Appointment:

Trustees are appointed by the existing board , based on their alignment with the charity’s aims and their ability to contribute meaningfully.

Sub-committees or advisory groups:

None at present.

5. Financial Review

Summary:

Income Sources:

Main Expenditure Areas:

At the end of the financial year, the charity held funds across two bank accounts: a current account for day-to-day operations and a separate savings account. The savings account is used to hold reserve funds not required for immediate use, helping to ensure the long-term sustainability of the charity. As of 01 November 2024, the balance in the savings account was £800.00. This was not added to the final figure as there was no space on the Annual return for this.

The charity remains in a healthy financial position and is committed to using its funds responsibly and transparently.

6. Risk Management

The main risks identified include:

We mitigate these risks through:

These strategies support the sustainability of the charity and help increase our reach to those most in need.

7. Plans for the Year Ahead

For the upcoming year, The Chayse West Legacy is planning several initiatives:

These activities aim to raise vital funds, grow our community, and ensure families know support is available when they need it most.

8. Trustees

Current trustees as of the date of this report:

No changes to the board of trustees occurred during this reporting period.

Please note: Submission of this report and accompanying accounts was delayed beyond the Charity Commission deadline due to delays in finalising the independent examination. Measures have been taken to ensure timely filing in future years.

9. Declaration

The trustees declare that they have approved this report and confirm that it complies with the requirements of the Charities Act 2011 and the guidance of the Charity Commission for England and Wales.

Signed on behalf of the Board of Trustees:

Name: Leah West Position: Trustee

Date: 01/09/2025

Receipts & Payments Account

For the Year Ending

Receipts Amount (£) (Income) Donations Fundraising 32300 Events

Total Receipts

38,070

Payments Amount (£) (Expenditure) Event Costs 18,000 Marketing & Advertising 6,635 Total Payments 24,635

| Net Movement in Funds | 13,435 |

| Opening Balance | 0 |

| Closing Balance | 13,435 |

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE CHAYSE WEST LEGACY

Charity Number: 1207928

Year Ending: 01 November 2024

I report on the accounts of the charity for the year ended 01 November 2024.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts in accordance with the Charities Act 2011 (“the Act”).

The charity's trustees consider that an audit is not required for this year under section 144(2) of the Act and that an independent examination is required.

It is my responsibility to:

Basis of independent examiner’s statement

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters.

The procedures undertaken do not apply provide all the evidence that would be required in an audit, and consequently, no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out below.

Independent examiner’s statement

I have completed my examination, no matter has come to my attention:

  1. which gives me reasonable cause to believe that in any material respect the requirements:

  2. a. to keep accounting records in accordance with section 130 of the Act; and

  3. b. to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Act have not been met; or

  4. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Name: Carrie-Anne Smith

AAT Relevant professional qualification or body (if any):

Address: 83 Speedwell Road, Colchester, Essex, CO28DN Date: 04.09.25