## **The Beer-Harris Memorial Trust (formerly The Dominic Beer Memorial Trust)**
## **Trustees Annual Report and Accounts for the year 6th April 2024 to 5th April 2025**
**Registered Charity Number:** 1155652
## **Charity's Principle Address:**
Stockland House, Low Road, Church Lench, Evesham, Worcestershire WR11 4UH
## **Trustees:**
Charles Beer Miranda Harris Joshua Beer Georgina Szanto Roy Harris
## **Governing document**
Trust deed dated 03/05/2013 as amended by deed dated 28/01/2014, by deed dated 27/02/2018 & by deed dated 18/05/2020
## **Charitable Objects:**
(1) The relief of sickness, particularly but not exclusively, mental illness including (a) supporting the provision for the public benefit of advice and counselling with particular but not exclusive focus on the marginalised and the most vulnerable, and (b) supporting research into mental illness and ways of enhancing the health and well-being of patients
(2) To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society by supporting organisations that promote social inclusion or by supporting research into the areas of mental health and social exclusion
(3) To support projects and research in the mental health field that reflect the values and principles held by the Trust’s namesakes, namely inclusivity, integrity, compassion, respect, gratitude and hope.
## **Background**
In 2013, Dr Dominic Beer, psychiatrist and leading light in the field of ‘Challenging Behaviour’ (patients suffering severe mental illness) died. This charity was set up in his name and among our trustees was Dominic’s nephew, Joseph Harris. Joseph was a young man who cared passionately for justice and especially for those suffering from mental illness. He was one of the Trust’s main fundraisers until his tragic death in November 2017. As a tribute to his memory, and in recognition of his service to the Trust and his aspirations for what the Trust might achieve the trustees agreed to change the name of the Trust from the Dominic Beer Memorial Trust to the Beer-Harris Memorial Trust.
## **Review of the year - Achievements and performance**
The Trust initiated a wide range of successful fundraising activities during the year. It continues to makes grants either to community based projects or to research projects that are for the benefit of patients with mental health problems with an emphasis (but not exclusive) on patients suffering from severe mental illness. The board met to discuss the distribution of funds to various projects. Grants were made to the following projects: Arise, Beder, Break, Grow for Life, Hope into Action, Just Life, Listening Centre, Music in Hospital, Oakleaf Enterprises, Recovery, SLTH, Soundwell, Taste Life and The Harbour. .
## **Financial Review**
The Trust raised funds of £36,867 during the year and spent £28,165 as detailed below. Cash funds at the end of the year were £45,158 all of which was unrestricted.
The Trust hasn't yet set a Reserves policy, but the trustees are confident that the funds held are more than sufficient to continue to meet its own running cost as well as to continue making grants as detailed above.
The Trustees have had regard to the guidance issued by the Charity Commission on public benefit.
Approved by the trustees and signed on their behalf by
Miranda Harris Trustee & Trust Administrator Date:
Nov-25
## **The Beer-Harris Memorial Trust**
## **Receipts and Payments Accounts for the year 6th April 2024 to 5th April 2025**
|**2025**
**Unrestricted Restricted**
**Total**
**Funds**
**Funds**
**Funds**
£
£
£
**Receipts**
Donations (including Gift Aid reclaimed)
10,992
10,992
Income from fundraising events
25,875
25,875
Sales
0
0
**Total**
**36,867**
**0**
**36,867**
**Payments**
Grants made
20,150
20,150
Fundraising costs
6,067
6,067
Administrative, media & accounting expenses
1,948
1,948
**Total**
**28,165**
**0**
**28,165**
**Receipts minus Payments**
**8,702**
**0**
**8,702**
**Cash funds at 6th April 2024**
36,456
0
36,456
**Cash funds at 5th April 2025**
**45,158**
**0**
**45,158**
**Statement of assets and liabilities at the end of the year**
**2025**
**2024**
£
£
Cash Funds:
Cash in bank
45,103
36,452
PayPal account
55
4
**45,158**
**36,456**
Other assets: gift aid due
**43**
**633**
due from JustGiving
**375**
**1,008**
Liabilities: fees & expenses due
**475**
**550**
**Total**
**44,726**
**36,914**|**2024**
**Total**
£
25,391
5,978
0
**31,369**
22,655
4,164
2,139
**28,958**
**2,411**
36,456
**38,867**|
|---|---|
Approved by the trustees and signed on their behalf by
Miranda D Harris Trustee & Trust Administrator
Date: ….. November 2025
## **Report Of The Independent Examiners To The Trustees of The Beer Harris Memorial Trust**
I report to the charity trustees on my examination of the accounts of the charity for the year ended 5th April 2025
## **Responsibilities and basis of report**
As the charity's trustees 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 charity's accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner’s statement**
Your attention is drawn to the fact that the charity has prepared the financial statements in accordance with Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) in preference to the Accounting and Reporting by Charities: Statement of Recommended Practice on 1 April 2005 which is referred to it the extant regulations but has now been withdrawn.
I understand that this has been done in order for the financial statements to provide a true and fair view in accordance with Generally Accepted Accounting Practice effective for reporting periods beginning on or after 1 January 2015.
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
- 1 accounting records were not kept in respect of the charity as required by section 130 of the Act or
- 2 the accounts do not accord with those records: or
- 3 the accounts 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.
Mr William Bailey Almswood Advisory Services Limited 7 Abbey Lane Court Abbey Lane Evesham Worcestershire WR11 4BY
Date: ….... November 2025