Section C: Notes to the accounts Trustees’ annual report for the period
2 ~~4 / 06 / 2024 24 /~~ 0 ~~6 / 2025~~
Period end date
The James Foundation
The James Foundation ~~1208785~~ Th Charity No Charity name (if any)
| Objectives and Activities | Objectives and Activities | Objectives and Activities | |
|---|---|---|---|
| SORP reference |
|||
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Our baby loss charity is dedicated to supporting families who have experienced the profound grief of losinga child. |
|
| Summary of the main activities in relation to those purposes for the public beneft, in particular, the activities, projects or services identifed in the accounts. |
Para 1.17 and 1.19 |
Our purpose is to provide compassionate support, create awareness about baby loss, and ensure that families never feel alone. |
|
| Statement confrming whether the trustees have had regard to the guidance issued by the Charity Commission on public beneft |
Para 1.18 | The Trustees have taken regard to the guidance issued by the Charities Commission. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The fund raising is undertaken predominately by volunteers. The charity has a policy on volunteer management. |
Charity Accounts templates – Trustees’ annual report for the period
October 2016
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| SORP reference |
||
|---|---|---|
| Summary of the main achievements of the charity, identifying the diference the charity’s work has made to the circumstances of its benefciaries and any wider benefts to society as a whole. |
Para 1.20 |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| 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 | ||
| SORP reference |
||
| Review of the charity’s fnancial position at the end of theperiod |
Para 1.21 | Income for period ended 30.06.2025 was £7,446, Expenses £4,331. |
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October 2016
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| 3 of 8 | ||
|---|---|---|
| Statement explaining the | Para 1.22 | The charity has plans for a memorial |
| policy for holding reserves statingwhytheyare held |
and is allocating funds to this ned. | |
| Amount of reserves held | Para 1.22 | £3,115 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in defcit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| The charity’s principal sources of funds (including anyfundraising) |
Para 1.47 | The principal source of funds is fundraising. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Funds are currently held in high interest deposit accounts (that are FCA protected) |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
| Description of charity’s trusts: |
SORP reference |
|
|---|---|---|
| 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 | The charity is a CIO. |
| Trustee selection methods including details of any |
Para 1.25 |
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October 2016
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constitutional provisions
e.g. election to post or name of any person or body entitled to appoint one or more trustees
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference |
||
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | Trustee conficts of interest policy and procedures. |
| The charity’s organisational structure and any wider network with which the charityworks |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
| Charity name | The James Foundation |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1208785 |
| Charity’s principal address | 139 CAVELL ROAD CHESHUNT WALTHAM CROSS EN7 6JH |
Names of the charity trustees who manage the charity
| Trustee name | Ofce (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Natalie Gosling | |||
| Louise Hughes | |||
| Amanda Clark |
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October 2016
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| 5 of 8 | ||||
|---|---|---|---|---|
| Kelly Thompson | ||||
| James Ireton | 13.01.2025 | |||
| Joanna Sofocleous | 08.10.2025 | |||
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October 2016
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Reference and Administrative details
(cont)
Corporate trustees – names of the directors at the date the report was approved
Director name
n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for wholeyear |
Dates acted if not for wholeyear |
||
|---|---|---|---|---|
| n/a | ||||
| Funds held as custodian trustees on behalf of others | ||||
| Description of the assets held in this capacity |
n/a | |||
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian |
n/a |
Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian
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October 2016
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charity’s objects Details of arrangements for n/a 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 adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
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
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October 2016
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Signature(s) Full name(s)
FCMA Nigel clark
Nigel Clark
Accountant Position (eg Secretary, Chair, etc)
Date 20.04.2026
Charity Accounts templates – Trustees’ annual report for the period
October 2016