OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-10-31-accounts

Be More Bailey Charitable Foundation Unaudited Financial Statements

31 October 2023

Charity Registration Number 1173355

Be More Bailey Charitable Foundation

Financial Statements

Period from 1 May 2022 to 31 October 2023

Pages
Trustees' annual report 1 to 3
Independent examiner's report to the trustees 4
Statement of financial activities 5
Statement of financial position 6
Notes to the financial statements 7 to 15
The following pages do not form part of the financial statements
Detailed statement of financial activities 17

- 1 -

Be More Bailey Charitable Foundation

Trustees' Annual Report

Period from 1 May 2022 to 31 October 2023

The trustees present their report and the unaudited financial statements of the charity for the period ended 31 October 2023.

Reference and administrative details

Registered charity name

Be More Bailey Charitable Foundation

Charity registration number 1173355 Principal office Beacon Court Plumtree Farm Industrial Estate Bircotes Doncaster

The trustees

Independent examiner

B Matthews (Appointed 12 December 2022) J Hardcastle (Resigned 21 November 2022) J Matthews D N Jackson L M Stocks K E L Dodds (Resigned 21 November 2022) Tom Darby FCCA 7 Spring Gardens Gainsborough Lincolnshire

Structure, governance and management

Governing Document

Be More Bailey Charitable Foundation is a Charitable Incorporated Organisation. The charity is governed by its constitution which was adopted on 12th June 2017.

Recruitment and Appointment of Trustees

There must be at least three charity trustees of which at least one, but not more than half, must be a family member of Bailey Matthews. Family member trustees serve indefinitely. Other trustees are appointed for a term of 3 years for a maximum of 3 terms.

Trustees are selected and appointed based on their individual skills, expertise and knowledge relating to the aims of the charity and to ensure that the charity operates efficiently and effectively.

Risk Management

The trustees regularly review the progress and requirements of the charity to assess and identify any areas where it would be beneficial to introduce additional trustees to the board.

The trustees regularly review the specific requirements and expertise of the board in order to assess and identify areas where training may be required.

- 2 -

Be More Bailey Charitable Foundation

Trustees' Annual Report (continued)

Period from 1 May 2022 to 31 October 2023

Objectives and activities

The trustees confirm that they have referred to guidance contained in the Charity Commission's public benefit guidance when reviewing the charity's aims and objectives.

The objects of the charity are for the relief of children and young people under the age of 25 who are in need by reason of disability.

The charity was established to promote and increase the participation of disabled children and young people under the age of 25 in amateur sport, by the provision of grants for specialist equipment, promoting opportunities for disabled children and young people to participate in amateur sport, recreation and sporting events alongside able bodied participants and through the organisation of amateur sporting events that enable disabled participation.

Achievements and performance

The Charity has continued to work hard to raise awareness of its aims and objectives and has continued to build and strengthen relationships with other relevant organisations and individuals with which the Charity has shared goals.

During this period the Charity has continued to promote the availability of equipment grants to potential beneficiaries. Grants have continued to be issued to disabled children and young people under the age of 25 years old, with many families benefitting from funding towards specialist equipment to enable them to participate in sporting activities.

The Charity has continued with the project to support the establishment of new Frame Running clubs around the UK, and is incredibly proud to have provided funding during this period to support the development of 2 further Frame Running Clubs, one in Norfolk, and one in Edinburgh. This takes the total number of Frame Running Clubs that have been established with the support of the Be More Bailey Charitable Foundation, to 5. We have also during this period approved funding to cover the cost of 6 Running Frames to facilitate the establishment of a Frame Running club that will be based at Loughborough University, and this club will be launched in early 2024.

The Charity has also continued to provide funding towards specialist floatation and swimming equipment. This has been incredibly popular with special education settings and inclusive swimming clubs and organisations. The feedback from these organisations has been very positive, and the equipment has enabled them to provide safe and effective water activities for many disabled children and young people.

The 'Be More Tri' project that was launched in early 2020 has continued throughout this period, and the junior triathlon club continues to provide fully inclusive opportunities.

In the upcoming 12 months, and as the Frame Running Club project draws to a close, having achieved its target of supporting the development of 6 new Frame Running Clubs around the UK, the Charity will be looking to identify opportunities to develop additional projects that will continue to further its aims and objectives.

Financial review

Reserves Policy

The Charity's current policy sets out a reserve of 12 months running costs plus any approved grants.

- 3 -

Be More Bailey Charitable Foundation

Trustees' Annual Report (continued)

Period from 1 May 2022 to 31 October 2023

The trustees' annual report was approved on 29 August 2024 and signed on behalf of the board of trustees by:

J Matthews Trustee

- 4 -

Be More Bailey Charitable Foundation

Independent Examiner's Report to the Trustees of Be More Bailey Charitable Foundation

Period from 1 May 2022 to 31 October 2023

I report to the trustees on my examination of the financial statements of Be More Bailey Charitable Foundation ('the charity') for the period ended 31 October 2023.

Responsibilities and basis of report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 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

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 financial statements do not accord with those records; or

  3. 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 this report in order to enable a proper understanding of the accounts to be reached.

Tom Darby FCCA Independent Examiner

7 Spring Gardens Gainsborough Lincolnshire

29 Aug 24

- 5 -

Be More Bailey Charitable Foundation

Statement of Financial Activities

Period from 1 May 2022 to 31 October 2023

Year to
Period from 1 May 22 to 31 Oct 23 30 Apr 22
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 4 9,738 75,500 85,238 7,294
   
Total income 9,738 75,500 85,238 7,294
   
Expenditure
Expenditure on raising funds:
Costs of raising donations and
legacies 5 7,585 7,585 954
Expenditure on charitable activities 6,7 5,351 57,228 62,579 46,098
   
Total expenditure 12,936 57,228 70,164 47,052
   
   
Net income/(expenditure) and net
movement in funds (3,198) 18,272 15,074 (39,758)
   
Reconciliation of funds
Total funds brought forward 15,785 15,922 31,707 71,465
   
Total funds carried forward 12,587 34,194 46,781 31,707
   

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 7 to 15 form part of these financial statements.

- 6 -

Be More Bailey Charitable Foundation

Statement of Financial Position

31 October 2023

31 Oct 23 30 Apr 22
Note £ £
Fixed assets
Tangible fixed assets 13 1,117 1,551
Current assets
Debtors 14 105
Cash at bank and in hand 46,579 30,651
 
46,579 30,756
Creditors: amounts falling due within one year 15 915 600
 
Net current assets 45,664 30,156
 
Total assets less current liabilities 46,781 31,707
 
Net assets 46,781 31,707
 
Funds of the charity
Restricted funds 34,194 15,922
Unrestricted funds 12,587 15,785
 
Total charity funds 17 46,781 31,707
 

These financial statements were approved by the board of trustees and authorised for issue on 29 Aug 24, and are signed on behalf of the board by:

J Matthews Trustee

The notes on pages 7 to 15 form part of these financial statements.

- 7 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements

Period from 1 May 2022 to 31 October 2023

1. General information

The charity is a public benefit entity and a registered charity in England and Wales and is unincorporated. The address of the principal office is Beacon Court, Plumtree Farm Industrial Estate, Bircotes, Doncaster.

2. Statement of compliance

These financial statements 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.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

- 8 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

- 9 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

3. Accounting policies (continued)

Tangible assets (continued)

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Equipment - 20% reducing balance

Impairment of fixed assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

For the purposes of impairment testing, when it is not possible to estimate the recoverable amount of an individual asset, an estimate is made of the recoverable amount of the cashgenerating unit to which the asset belongs. The cash-generating unit is the smallest identifiable group of assets that includes the asset and generates cash inflows that largely independent of the cash inflows from other assets or groups of assets.

For impairment testing of goodwill, the goodwill acquired in a business combination is, from the acquisition date, allocated to each of the cash-generating units that are expected to benefit from the synergies of the combination, irrespective of whether other assets or liabilities of the charity are assigned to those units.

Financial instruments

A financial asset or a financial liability is recognised only when the charity becomes a party to the contractual provisions of the instrument.

Basic financial instruments are initially recognised at the amount receivable or payable including any related transaction costs.

Current assets and current liabilities are subsequently measured at the cash or other consideration expected to be paid or received and not discounted.

Debt instruments are subsequently measured at amortised cost.

Where investments in shares are publicly traded or their fair value can otherwise be measured reliably, the investment is subsequently measured at fair value with changes in fair value recognised in income and expenditure. All other such investments are subsequently measured at cost less impairment.

- 10 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

3. Accounting policies (continued)

Financial instruments (continued)

Other financial instruments, including derivatives, are initially recognised at fair value, unless payment for an asset is deferred beyond normal business terms or financed at a rate of interest that is not a market rate, in which case the asset is measured at the present value of the future payments discounted at a market rate of interest for a similar debt instrument.

Other financial instruments are subsequently measured at fair value, with any changes recognised in the statement of financial activities, with the exception of hedging instruments in a designated hedging relationship.

Financial assets that are measured at cost or amortised cost are reviewed for objective evidence of impairment at the end of each reporting date. If there is objective evidence of impairment, an impairment loss is recognised under the appropriate heading in the statement of financial activities in which the initial gain was recognised.

For all equity instruments regardless of significance, and other financial assets that are individually significant, these are assessed individually for impairment. Other financial assets are either assessed individually or grouped on the basis of similar credit risk characteristics.

Any reversals of impairment are recognised immediately, to the extent that the reversal does not result in a carrying amount of the financial asset that exceeds what the carrying amount would have been had the impairment not previously been recognised.

Defined contribution plans

Contributions to defined contribution plans are recognised as an expense in the period in which the related service is provided. Prepaid contributions are recognised as an asset to the extent that the prepayment will lead to a reduction in future payments or a cash refund.

When contributions are not expected to be settled wholly within 12 months of the end of the reporting date in which the employees render the related service, the liability is measured on a discounted present value basis. The unwinding of the discount is recognised as an expense in the period in which it arises.

4. Donations and legacies

Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Donations
Donations 9,738 9,738
Grants
Grants receivable 75,000 75,000
Sponsorship
Be More Tri Club Sponsorship 500 500
  
9,738 75,500 85,238
  

- 11 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

4. Donations and legacies (continued)
Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Donations
Donations 5,794 5,794
Grants
Grants receivable
Sponsorship
Be More Tri Club Sponsorship 1,500 1,500
  
5,794 1,500 7,294
  
5. Costs of raising donations and legacies
Unrestricted Total Funds Unrestricted Total Funds
Funds 2023 Funds 2022
£ £ £ £
Costs of raising funds 7,585 7,585 954 954
   
6. Expenditure on charitable activities by fund type
Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Provision of specialist equipment 50,601 50,601
Promoting participation in amateur sport 84 6,627 6,711
Support costs 5,267 5,267
  
5,351 57,228 62,579
  
Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Provision of specialist equipment 35,243 35,243
Promoting participation in amateur sport 5,576 2,281 7,857
Support costs 2,998 2,998
  
8,574 37,524 46,098
  

- 12 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

7. Expenditure on charitable activities by activity type

Activities
undertaken Grant funding Total funds Total fund
directly of activities Support costs 2023 2022
£ £ £ £ £
Provision of specialist
equipment 50,601 986 51,587 35,873
Promoting participation
in amateur sport 6,711 1,315 8,026 8,696
Governance costs 2,966 2,966 1,529
    
6,711 50,601 5,267 62,579 46,098
    

8. Analysis of grants

Period from
1 May 22 to Year to
31 Oct 23 30 Apr 22
£ £
Grants to institutions
Provision of specialist equipment 26,273 24,253
Grants to individuals
Provision of specialist equipment 24,328 10,990
Promoting participation in amateur sport 270
 
24,328 11,260
 
Total grants 50,601 35,513
 

Recipients of institutional grants:

2023 - Claire House Children's Hospice - £2,141, Norfolk Frame Running Club - £12,920, Meadow Wood Special School - £1,418, Bambers Inclusive Swimming - £1,541, Heel and Toe - £1,000, Temple Moor High School - £1,043, Ochil House School - £1,661, The Bridge School - £456, Corstorphine Frame Running Club - £3,250, The Penguin Foundation - £842.

2022 - North Devon Athletics Club - £10,854, Sport for Confidence - £1,968, Ickburgh School - £993, Chamwell Centre - £1,716, Manchester Frame Running Club - £6,244, Bath Frame Running Club - £2,478.

9. Net income/(expenditure)

Net income/(expenditure) is stated after charging/(crediting):

31 Oct 23 30 Apr 22
£ £
Depreciation of tangible fixed assets 434

271


- 13 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

10. Independent examination fees

Period from
1 May 22 to Year to
31 Oct 23 30 Apr 22
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 702 600
 

11. Staff costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

Period from
1 May 22 to Year to
31 Oct 23 30 Apr 22
£ £
Wages and salaries 5,408
Employer contributions to pension plans 115
 
5,523
 
The average head count of employees during the period was Nil (2022: 1). The average number
of full-time equivalent employees during the period is analysed as follows:
31 Oct 23 30 Apr 22
No. No.
Charitable activities 1
 

No employee received employee benefits of more than £60,000 during the year (2022: Nil).

12. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

13. Tangible fixed assets

Equipment
£
Cost
At 1 May 2022 and 31 October 2023 2,049

Depreciation
At 1 May 2022 498
Charge for the period 434

At 31 October 2023 932

Carrying amount
At 31 October 2023 1,117

At 30 April 2022 1,551


- 14 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

14. Debtors

31 Oct 23 30 Apr 22
£ £
Trade debtors 105
 
15. Creditors: amounts falling due within one year
31 Oct 23 30 Apr 22
£ £
Trade creditors 255
Accruals and deferred income 660 600
 
915 600
 

16. Pensions and other post retirement benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £Nil (2022: £115).

17. Analysis of charitable funds

Unrestricted funds

At
At 31 October 2
1 May 2022 Income Expenditure 023
£ £ £ £
General funds 15,785 9,738 (12,936) 12,587
   
At At
1 May 2021 Income Expenditure 30 April 2022
£ £ £ £
General funds 19,519 5,794 (9,528) 15,785
   
Restricted funds
At
At 31 October 2
1 May 2022 Income Expenditure 023
£ £ £ £
Restricted Funds 15,922 75,500 (57,228) 34,194
   
At At
1 May 2021 Income Expenditure 30 April 2022
£ £ £ £
Restricted Funds 51,946

1,500

(37,524)

15,922


- 15 -

Be More Bailey Charitable Foundation

Notes to the Financial Statements (continued)

Period from 1 May 2022 to 31 October 2023

18. Analysis of net assets between funds

Unrestricted Restricted Total Funds
Funds Funds 2023
£ £ £
Tangible fixed assets 1,117 1,117
Current assets 12,385 34,194 46,579
Creditors less than 1 year (915) (915)
  
Net assets 12,587 34,194 46,781
  
Unrestricted Restricted Total Funds
Funds Funds 2022
£ £ £
Tangible fixed assets 1,551 1,551
Current assets 14,834 15,922 30,756
Creditors less than 1 year (600) (600)
  
Net assets 15,785 15,922 31,707
  

- 16 -

Be More Bailey Charitable Foundation

Management Information

Period from 1 May 2022 to 31 October 2023

The following pages do not form part of the financial statements.

- 17 -

Be More Bailey Charitable Foundation

Detailed Statement of Financial Activities

Period from 1 May 2022 to 31 October 2023

Period from
1 May 22 to Year to
31 Oct 23 30 Apr 22
£ £
Income and endowments
Donations and legacies
Donations 9,738 5,794
Grants receivable 75,000
Be More Tri Club Sponsorship 500 1,500
 
85,238 7,294
 
 
Total income 85,238 7,294
 
Expenditure
Costs of raising donations and legacies
Purchases 6,111 107
Repairs and maintenance 10 12
Telephone 278 113
Other office costs 558 388
Depreciation 130 81
Subscriptions 324 216
Charges and fees 174 37
 
7,585 954
 
Expenditure on charitable activities
Grants made 50,601 35,513
Wages and salaries 5,408
Pension costs 115
Activity costs 6,350 2,038
Insurance 2,264 929
Coaching and training 82
Marketing, advertising and promotion 302
Accountancy fees 702 600
Telephone 649 263
Other office costs 1,302 959
Bank charges 23 84
Depreciation 304 189
 
62,579 46,098
 
 
Total expenditure 70,164 47,052
 
 
Net income/(expenditure) 15,074 (39,758)
 