THE SHANNON BRADSHAW TRUST
ANNUAL REPORT
FOR THE YEAR ENDED 31 MARCH 2023
Charity No. 1113368
THE SHANNON BRADSHAW TRUST
ANNUAL REPORT FOR THE YEAR ENDED 31 MARCH 2023
CONTENTS
Page
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3 Charity Information
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4 Report of the Trustees
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6 Independent Examiner’s Report
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7 Receipts and Payments Accounts
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8 Statement of Assets and Liabilities
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9-10 Notes forming part of the accounts
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THE SHANNON BRADSHAW TRUST
CHARITY INFORMATION
TRUSTEES Patti Bradshaw Alan Bradshaw Danielle Pomfrett Peter Pinnington Alana Bradshaw Barry Roberts (Resigned 31[st] March 2023) Kate Roberts (Chairperson) Chelsey Murdoch
MAIN OFFICE
20 Reaper Close Great Sankey Warrington Cheshire WA5 1DX
ACCOUNTANTS
Mattocks Grindley 18 Mulberry Avenue Turnstone Business Park Widnes Cheshire WA8 0WN
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THE SHANNON BRADSHAW TRUST
TRUSTEES REPORT FOR THE YEAR ENDED 31 MARCH 2023
The trustees of The Shannon Bradshaw Trust present their annual report for the year ended 31 March 2023
TRUSTEES
The trustees throughout the year were:
P Bradshaw A Bradshaw D Pomfrett P Pinnington A Bradshaw B Roberts (Resigned 31[st] March 2023) K Roberts (Chairperson) C Murdoch
STATUS
The trust was registered as a charity on 21 March 2006 under ref: 1113368
OBJECTIVES
The relief and care of children, young people and their families living with life threatening conditions by the provision of support, equipment or services (including financial support to alleviate hardship at the discretion of the trustees).
HOW OUR ACTIVITIES DELIVER PUBLIC BENEFIT
We provide help and support to families with children with life threatening conditions, helping with financial costs of running back and forth to the hospital, paying the rent and bills if they run into difficulty whilst being out of work due to having a sick child in and out of hospital, topping up a child’s phone so they can keep in touch with their friends and family while they are in hospital. The main purpose is to help families when they are in difficulty due to their child’s illness. The requests for help vary depending on need, most families need advice, financial help and rest, depending on funds we offer help.
We are continually in touch with the Warrington newspapers and Facebook to keep the community up to date with our events and charity awareness. Our Charity website is also kept up to date.
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THE SHANNON BRADSHAW TRUST
TRUSTEES REPORT FOR THE YEAR ENDED 31 MARCH 2023 (cont'd)
REVIEW OF DEVELOPMENTS, ACTIVITIES AND ACHIEVEMENTS
Quite a busy year really, lots of donations come in from different people and companies, people organizing their own fundraising events too. On the whole, 2022 was a very productive year. Friends organised a family fun day at Tetley Walkers club and raised £4000.
Alana organized our Annual Ball 2023 and it was a complete success, along with a wonderful donation on the night from Metal Box Car company in Scarborough, she raised almost £8000. A friend, Tony Walsh, organised a charity bike ride, split between four charities, and raised a massive £8000 for our charity.
We have helped a few children and their families, with Special car seats, weekends away to theme parks and one family a lovely holiday to Disneyland Paris, daughter Isla aged 7 has a life limiting condition and only given 12 months so they wanted to make special memories. We also purchased a special needs bed for a little boy Hugo aged 3 which has made his and his family’s lives so much better.
Alana has also organized a few ladies’ nights which have been put into the pot to continue to help children.
Sadly, we said goodbye, in March 23, to one of our trustees Barry Roberts, due to other commitments.
We have had a new website built for the Trust.
We have now closed the Shannon Bradshaw Community Centre (with a heavy heart) on the 28/4/2023.
PLANS FOR THE FUTURE
We are now concentrating on this year’s events and with the Annual Ball 2023 now over we will concentrate on the ladies’ night in November, a charity boxing night is planned for the end of August, we will also be having another charity football match or It’s a knockout, date to be arranged, probably next year now, 2024? We are also in the process of helping a few more children and their families.
Alana has already started to organize next year’s Annual Ball 2024 which will take place next July 20[th] , at the Village hotel. We will also be celebrating our 20[th] Anniversary of the Charity.
We have just purchased a special needs bike for a little girl, not arrived yet, and a new bench for Shannon’s Garden at her school.
REVIEW OF FINANCIAL TRANSACTIONS
The accounts as set out on pages 7 to 10 summarise the transactions of the charity during the year to 31 March 2023.
…………………………………..
P Bradshaw President of Trustees 31 August 2023
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INDEPENDENT EXAMINERS REPORT
To the Trustees
of THE SHANNON BRADSHAW TRUST
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 March 2023 which are set out on pages 7 to 10.
Responsibilities and basis of report
As the charity trustees of the Trust, 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 Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
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the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair' view which is not a matter considered as part of an independent examination
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
G Mattocks FCA Independent Examiner Mattocks Grindley 18 Mulberry Avenue Turnstone Business Park Widnes WA8 0WN
31 August 2023
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THE SHANNON BRADSHAW TRUST
Receipts and Payments Accounts for the year ended 31 March 2023
| Unrestricted | Unrestricted | Restricted Total Funds | Restricted Total Funds | Total Funds | |
|---|---|---|---|---|---|
| Funds | Funds | 2023 | 2022 | ||
| Note | £ | £ | £ | £ | |
| RECEIPTS | |||||
| Charity Events | 11220 | - | 11220 | 5271 | |
| Donations | 24394 | - | 24394 | 3154 | |
| _____ | _____ | _____ | _____ | ||
| TOTAL RECEIPTS | 35614 | - | 35614 | 8425 | |
| _____ | _____ | _____ | _____ | ||
| PAYMENTS | |||||
| Direct Charitable Expenditure | 3 | 14218 | - | 14218 | 6637 |
| _____ | _____ | _____ | _____ | ||
| TOTAL PAYMENTS | 14218 | - | 14218 | 6637 | |
| _____ | _____ | _____ | _____ | ||
| NET RECEIPTS FOR THE YEAR | 21396 | - | 21396 | 1788 | |
| Transfers between funds | - | - | - | - | |
| Cash and Bank Balances at 1 April 2022 | 8328 | - | 8328 | 6540 | |
| _____ | _____ | _____ | _____ | ||
| Cash and Bank Balances at 31 March 2023 | 4 | 29724 | - | 29724 | 8328 |
| ===== | ===== | ===== | ===== |
The notes on pages 9 and 10 form part of these accounts
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THE SHANNON BRADSHAW TRUST
STATEMENT OF ASSETS AND LIABILITIES AT 31 MARCH 2023
| Note | 2023 | 2022 | |
|---|---|---|---|
| MONETARY ASSETS | £ | £ | |
| Cash at bank and in hand | 4 | 29724 | 8328 |
| _____ | ____ | ||
| CURRENT LIABILITIES | 5 | 570 | 570 |
| ____ | ____ | ||
| NET ASSETS | 29154 | 7758 | |
| ==== | ==== |
K Roberts Trustee 31 August 2023
The notes on pages 9 and 10 form part of these accounts.
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THE SHANNON BRADSHAW TRUST
NOTES FORMING PART OF THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023
1. ACCOUNTING POLICIES
The accounts have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (Charities SORP (FRS 102)) and the Charities Act 2011. The principal accounting policies adopted are:
ACCOUNTING FOR INCOME
Cash donations, fundraising events and interest are treated as income in the year in which they are received.
EXPENDITURE
All revenue expenditure is accounted for when incurred. Purchases of equipment, vehicles and improvements to properties are charged to revenue in the year of purchase.
2. EMPLOYEES AND TRUSTEES
Expenses reimbursed to trustees totalled nil.
3. DIRECT CHARITABLE EXPENDITURE
| Unrestricted | Restricted Total Funds | Restricted Total Funds | Total Funds | |
|---|---|---|---|---|
| Funds | Funds | 2023 | 2022 | |
| £ | £ | |||
| Fundraising | 6320 | - | 6320 | 3131 |
| Premises Expenses | 525 | - | 525 | 498 |
| Donations/Support | 4573 | - | 4573 | 1150 |
| General Admin. Expenses | - | - | - | 72 |
| Motor Expenses | 20 | - | 20 | - |
| Advertising & Promotions | 2210 | - | 2210 | 216 |
| Professional Fees | 570 | - | 570 | 570 |
| Management Charges | - | - | - | 600 |
| Equipment | - | - | - | 400 |
| _____ | _____ | _____ | _____ | |
| 14218 | - | 14218 | 6637 | |
| ==== | ==== | ==== | ==== |
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THE SHANNON BRADSHAW TRUST
NOTES FORMING PART OF THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023
| 2023 | 2022 | |
|---|---|---|
| £ | £ | |
| 4. CASH AND BANK BALANCES | ||
| Cash and bank balances are allocated as follows: | ||
| Unrestricted Funds | ||
| Lloyds Bank Account | 28359 | 8318 |
| Lloyds Ticket Sales Bank Account | 1365 | 10 |
| Petty Cash | - | - |
| _____ | _____ | |
| Total Funds | 29724 | 8328 |
| _____ | _____ |
5. CURRENT LIABILITIES
Accountancy Accrual 570 570 _ ___
6. RELATED PARTIES
The Shannon Bradshaw Community Centre (registered Charity 1151775) shares some of the Trustees with The Shannon Bradshaw Trust. During the year the Trust paid a total of £600 for the
from The Shannon Bradshaw Community Centre.