FAMILY SOCIETY

Charity number: 1129095
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Family Society is an adoption agency which prepares and approves potential adoptive parents and supports families with adopted children.

Income and expenditure

Data for financial year ending 31 March 2024

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England

Governance

Registration history:
  • 09 April 2009: Standard registration
  • 24 May 2022: Funds received from 213692 FAITH IN FAMILIES
Organisation type:
Charitable company
Other names:
  • ADOPTION FOCUS (Working name)
  • Triangle Project (Working name)
Company number:
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Trustee conflicts of interest policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Helen Ruth Child Trustee 14 April 2023
None on record
Mark Gregory Tobin Trustee 13 June 2022
None on record
John Charles Gerard Bale Trustee 04 February 2022
None on record
Sanjeev Kumar Trustee 04 February 2022
None on record
Dr GRAHAM HARWOOD Trustee 04 December 2020
TRIANGLE PROJECT
Received: On time
Anthony George Lawton OBE Trustee 30 October 2013
LANGTON COMMUNITY HALL CHARITY
Received: On time
HANBURY CHARITY
Received: On time
MS JANET FOSTER Trustee 27 September 2012
None on record
BENJAMIN DAVID JAMES Trustee
TRIANGLE PROJECT
Received: On time
Intisar Foundation
Received: On time
THE PRINCE'S REGENERATION TRUST
Received: On time
THE PRINCE'S FOUNDATION FOR BUILDING COMMUNITY
Received: On time
DARTMOOR ZOOLOGICAL SOCIETY
Received: On time
INTERNATIONAL HOUSE WORLD FOUNDATION
Received: On time
WORLD HOPE INTERNATIONAL UK
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £1.69m £2.35m £2.37m £3.26m £2.62m
Total expenditure £1.65m £1.77m £2.11m £2.57m £2.59m
Income from government contracts £1.69m £2.14m £1.77m £3.16m £1.86m
Income from government grants N/A £132.05k £240.21k N/A N/A
Income - Donations and legacies £3.36k £203.09k £251.82k £101.09k £27.10k
Income - Other trading activities £0 £0 £0 £0 £375.00k
Income - Charitable activities £1.69m £2.14m £1.81m £3.16m £2.57m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £0 £0 £124 £6.82k £6.82k
Income - Other £498 £86 £312.33k £0 £2.84k
Income - Legacies £0 £0 £0 £74.23k £0
Expenditure - Charitable activities £1.65m £1.77m £2.08m £2.55m £2.54m
Expenditure - Raising funds £0 £0 £32.21k £24.39k £47.04k
Expenditure - Governance £14.41k £0 £14.89k £44.59k £4.06k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £1.98k £2.71k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £10.28k £54.26k £48.86k £31.22k £17.37k
Long-term investments £8.47k £50.77k £316.62k £494.86k £661.04k
Other assets £888.46k £1.45m £1.52m £2.01m £1.93m
Defined benefit pension scheme asset or liability -£104.00k -£156.00k -£95.00k £43.00k £25.00k
Total liabilities £71.66k £145.03k £223.57k £241.62k £223.17k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 30 January 2025 On Time
Accounts and TAR 31 March 2024 30 January 2025 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Annual return 31 March 2022 30 January 2023 On Time
Accounts and TAR 31 March 2022 30 January 2023 On Time Download Open in new window
Annual return 31 March 2021 29 April 2022 88 days late
Accounts and TAR 31 March 2021 29 April 2022 88 days late Download Open in new window
Annual return 31 March 2020 28 January 2021 On Time
Accounts and TAR 31 March 2020 28 January 2021 On Time Download Open in new window
Submit annual return Open in new window

Contact information

Address:
Family Society Adoption Focus
Ts3
Pinewood Court
Coleshill Road
Marston Green
BIRMINGH
Phone:
02077696741