## 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.|
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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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|---|---|---|
|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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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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|5 of 8|||||
|---|---|---|---|---|
|Kelly Thompson|||||
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|James Ireton||13.01.2025|||
|Joanna Sofocleous||08.10.2025|||
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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|||||
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|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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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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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