**The Isabel Baker Foundation** Registered Charity Number: 116529 ## **133 Barrack Road Christchurch** ## **Dorset BH23 2AW** Telephone 07990 740 773 ## **ANNUAL REPORT 2020/2021** The Isabel Baker Foundation, registered charity in England and Wales (1166529). Registered office: 133 Barrack Road, Christchurch, Dorset, BH23 2AW **The Isabel Baker Foundation Report and Financial Statements Year ended:** 31[st] March 2021 **Charity No:** 1166529 ## **Reference and administrative information** ## **Trustees** K Fox, Chair of Trustees L Chambers, Secretary A Gray J Simpson T Tanner-Wood N Coleman L Darke ## **Principal Office** 133 Barrack Road, Christchurch, Dorset, BH23 2AW Facebook.com/theisabelbakerfoundation Instagram.com/theisabelbakerfoundation ## **The Isabel Baker Foundation is committed to financially assisting families affected by Childhood Cancer** The Isabel Baker Foundation, registered charity in England and Wales (1166529). Registered office: 133 Barrack Road, Christchurch, Dorset, BH23 2AW ## **1. Structure, Governance and Management** - 1.1 The type of governing document that The Isabel Baker foundation uses is a ‘Constitution of Charitable Incorporated Organisation whose only voting members are its charity trustees’. - 1.2 Trustees are selected when there is a need due to a vacancy through resignation or increase in workload. They are recruited for their continued interest and commitment to improving and expanding The Isabel Baker Foundation. They could also have a specific skill which is needed to help run the charity more effectively. The whole board of trustees’ remains in full control of the decisions made when recruiting a new trustee. - 1.3 Due to being a small charity, the organisational structure of The Isabel Baker Foundation focuses on teamwork. All trustees work together to ensure the smooth running and continuous improvement of the charity to expand and help as many families as possible. - 1.4 Outside of the trustees, The Isabel Baker Foundation works closely with CLIC Sargent, now rebranded as Young Lives vs Cancer. Young Lives vs Cancer social workers are in the best position to know which families living with children with cancer are experiencing financial hardship and refer them accordingly. Once families have been referred and their applications have been accepted by the trustees, the charities then extend its help directly to the families in need. This is usually via direct payments, vouchers, or dry suits. - 1.5 The trustees of The Isabel Baker Foundation are considerate of the major risks that small charities face. A decline in funding and donations and ultimately having to turn down applications is the biggest risk facing the charity. The Isabel Baker Foundation has no regular guaranteed income. The trustees continually try and generate funds by holding events and trying to generate public interest. - 1.6 To avoid inadequate insurance cover, the charity ensures its public liability is renewed on time and is careful to check the cover is appropriate before any events. - 1.7 To help prevent fraud, the charity encourages donations via reputable fundraising companies such as Just Giving. - 1.8 Furthermore, applications for grants and vouchers are only accepted when completed and signed by a health care professional such as a Young Lives vs Cancer Social Worker. - 1.9 Damage to reputation is another concern. To protect our reputation all trustees act within a professional manner at all times when representing The Isabel Baker Foundation. The trustees also regularly send feedback questionnaires to professionals they have worked with to see If there is any way they can improve the service. ## **2. Objects and activities** - 2.1 The objectives of The Isabel Baker Foundation include relieving financial hardship by providing grants to bereaved parents of children with cancer, in England, in the months after their child’s death, as well as, providing food vouchers to families on reduced income whilst their child is receiving treatment for cancer. In addition to this, the charity provides The Isabel Baker Foundation, registered charity in England and Wales (1166529). Registered office: 133 Barrack Road, Christchurch, Dorset, BH23 2AW dry suits to children with Central Venous lines fitted to allow them to safely enjoy water and improve their physical and mental wellbeing. - 2.2 The charities main activity is providing grants to bereaved parents of children with cancer, experiencing financial difficulty, in England, during the months after their childs death. An example of what this money can be used for is Funeral Costs, Headstone Costs or to allow the parents time off work to grieve for their child. All trustees are mindful of the guidance issued by the Charity Commission on public benefit. This benefits the public by reducing financial hardship as well as stress, at crisis point. - 2.3 Grants are provided to bereaved parents of children with cancer in England during the months after their child’s death to relieve financial hardship. Grants are applied for by Young Lives vs Cancer Social Workers on behalf of the bereaved families. Trustees shall then decide if the applicant has been successful in their application. If the applicant is successful, the grant shall be made by bank transfer or cheque directly to the bereaved family. ## **3. Achievements and Performance** - 3.1 During this financial year, The Isabel Baker Foundation provided a total of 181 grants to families experiencing financial hardship whilst their child was in hospital for a long period of time receiving treatment from cancer, bereaved families, and dry suits. This relieved financial hardship and stress as well as increasing physical and mental health and wellbeing. This is an increase on families helped in the previous year (141). The reason for the increase in applications could be because of more families needing financial support due to the global pandemic, as well as the opportunity to apply for our new dry suit fund. ## **4. Financial Review** - 4.1 Total income for the year was £45,484.44 (2020 - £38,682.43) primarily made up from donations received. Approximately 93% of the income was made up from people donating outside of sponsored events, such as donation pages set up on Facebook and monthly Standing Orders. The reason for this huge rise in donations outside of events is due to the inability to hold any physical events during the global pandemic - 4.2 The Isabel Baker Foundation does not reserve funds. We pay out the funds to grants for families living with childhood cancer where appropriate. The trustees feel it would be inappropriate to reserve funds instead of paying them out to families who desperately need them. - 4.3 The Isabel Baker Foundation fundraised by applying for grants from organisations such as the Talbot Village trust, as well as holding online events and raffles. - 4.4 The charity’s principal source of funds is money from donations. - 4.5 The charity’s main expenditure, aside from the grants and food vouchers, is administration costs. This supports the keys objectives of the charity by allowing the charity to raise further funds and support even more families. Without this expenditure the charity would not have been able to help as many families as it did. The Isabel Baker Foundation, registered charity in England and Wales (1166529). Registered office: 133 Barrack Road, Christchurch, Dorset, BH23 2AW **5. The Year Ahead** - 5.1 We hope to again increase our income through holding online events (considering the global pandemic), as well as more physical events now the restrictions are beginning to lift in the U.K - 5.2 We hope to expand our services by funding a holiday home for families of children with cancer - 5.3 We intend to continue raising awareness of Childhood Cancer, as well as The Early Signs & Symptoms, through social media and events. Signature: V L E Turner Full name: Vicky Turner Position: Charity Founder and CEO Date: 30.01.2022 The Isabel Baker Foundation, registered charity in England and Wales (1166529). Registered office: 133 Barrack Road, Christchurch, Dorset, BH23 2AW Date: 1510112022 rime: 15:36:26 The Isabel Baker Foundation Profit and Loss From: Bmught forward Month 12, March 2021 Chart of Accounts: Defau￿ Lay£￿ of Accounts Perlod Year to Date Saks Donations R￿1Ved Swnsorship and Events 42.439.86 2,744.57 180.01 120.00 42,439.86 2,744.57 180.01 120.00 Other sales 45,484.+1 45,484.44 Purd￿Se$ Grants and Wishlist Items Vouchers Fundraising Costs Volunteer Welfare Other Direct Expenses 13,627.57 6,524.LK) 1,148.60 54.63 130.00 13,627.57 6,524. 1,148.60 54.63 130.00 21,484.80 23,999.64 21,484.80 23,999.64 Gross Profitl(Loss): Overheads Admlnistration Fees Advertising Gifts Rent, Rates afKi In5 Travelling and Ent￿kInMent Printing, Postage and Ststionery Telephorre ènd Intemet Charges WebS￿e Charges Computer ExpEnse5 Professional Fee5 Vehicle Leasing Costs Maintenance Bank Charges and Inte￿t Depreciation Training Subscriptions Licences Sundry 12,423.71 190.19 83.18 402.62 173.66 406.00 620.46 489.58 299.17 362.50 3,407.12 60.00 12,423.71 190. 19 83.18 402.62 173.66 406.00 620.46 489.58 299.17 362.50 3,407.12 60.00 167.99 197. 247.96 40.00 167.99 197.00 247.96 40.00 19,577.17 19,577.17 Net ProfitllLoss): 4,422.47 4,422.47 Date.. 1510112022 rime: 15.'37:14 The Isabel Baker Foundation Balance Sheet From: Brought fornard To: Month 12, March 2021 Chart of &lccounts: Default Layout of Accounts Perlod Year to Date Flxed Assets Office Equipment 168.C() 168,00 168,00 168.00 Current Assets Isabel Treasures Ltd Bank Account 4,419.26 2,778.97 4,419.26 2,778.97 7,198.23 7,198.23 Current Llabllltles 0.00 0.00 7,198.23 7,366.23 Current Assets less Curnnt Llabilities: 7,198.23 7,366.23 Totsl Assets less Currert Llabllltle&' Long TernT Liabilities 0.00 7,366.23 0.00 Total Assets less Total Liabilities: 7,366.23 Capltal & Resems Reserves P & L Account 2,943.76 4,422.47 2,943.76 4,422.47 7,366.23 7,366.23 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Réport to the trusteesl membws of The Isabel Baker FourKJation On accounts for the year ended 31 March 2021 Charity no (if any) 1166529 Set out on pages I r8POrt to the trust8es on my examination of the 8ccounts of the above charity (Ihe Trusv) for the year ended Responslbllllles and As the charity twstees of the Trust, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act'l. I report in respect of my examination of the Trusl'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 seclion 145(5llb} of the Act. I have completed my examination. I confimi thal no material matters have come to my attention ') in connection with the examination which gives me cause to believe that in. any material respect.. accounting records were not kept in a¢¢ordance with sectton 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concerns and have come across no other matters in connection with the examination lo which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Dato: 2.02L Name: Brett Keel Relevant professional quallflcatlon(sl or body {if any): ACA Address: 21 Chtjrch Road Poole Dorset, BH14 8UF IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examinalion of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018