## **Trustees' Annual Report for the period**
Period start date Period end date 01 October 2020 30 Septembe 2021 r
**From**
**To**
## Section A Reference and administration details
**Charity name** Above & Beyond Cancer Foundation
**Other names charity is known by Registered charity number (if any)** 1173983 **Charity's principal address** 3 The Rowlands Biggleswade Beds **Postcode SG18 8NY**
Above & Beyond
**Registered charity number (if any)** 1173983
## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Karen Chin Head of
1
Operations
2 Jayne Proctor Head of Trustees
3 Julie Morrison Finance Manager
4 Susannah King Oct 20 – Aug 21
5 Liz Roe
Melinda Oct 20 – Dec 20
6
Bettsworth
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
**Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution Type of governing document
- (eg. trust deed, constitution)
Association How the charity is constituted (eg. trust, association, company)
Trustee selection methods
By appointment
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Procedures File**
We did an overhaul of all of our Policies and Procedures making them consistent and aligned.
- We updated the following policies
- A&BCF Safe Working Practice Policy
- We put in in place the following new policies A&BCF Equality Policy
- A&BCF Financial Controls Policy
- We also put in place a couple of guidance documents: A&BCF Holistic & Wellbeing Treatments
- A&BCF Wyboston Lakes Booking Procedure
We also updated our Welcome Letter and & GDPR to include Covid-19 measures undertaken during the pandemic in the running of the charity.
All the above policies and documents were overseen and agreed by all trustees.
March **2012**
**TAR**
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## **Section C Objectives and activities**
To promote and protect good health for the public benefit, living with or affected by cancer by;
**Summary of the objects of the charity set out in its governing document**
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
- A) offering a safe and confidential network of support in which people with a cancer diagnosis, their carers and family members can exchange experiences, meet others and develop a network of support and mutual aid and;
- B) providing practical advice and sensitive information and support including access to complimentary therapies, including but not exclusively limited to, aromatherapy, reflexology, massage, skincare, and relaxation techniques.
## **Summary of Main Activities:**
- a) meeting up with cancer patients and/or loved ones to talk over their diagnosis and how the diagnosis is affecting their day to day living. Due to the pandemic these have been less than in ‘normal years’ but as restrictions eased in-person support has resumed, albeit not to its normal numbers as many patients still felt uneasy meeting in public places.
- b) To explain and establish the objectives of the charity and how it can help them and their loved ones
- c) Provide a space where cancer patients and loved ones can talk to someone with a lived and shared experience.
- d) Once their needs have been established (if any), pathways are put in place to assist and support
- e) Offering access and funding to complimentary/holistic therapies (if needed/wanted). Trustees/members will approach therapists on their behalf and arrange for communication between the two parties for the treatments to take place. These are offered by local therapists/beauticians,
- f) Once or twice a year organising and funding a Wellbeing/Pamper Day, which we now call Holistic & Wellbeing Days are run exclusively and funded by Above & Beyond Cancer Foundation at a local venue. This event normally takes place on a Sunday, within the months of May/June & November. Due to the pandemic we have not been able to hold this event since Dec 2019
- g) Organising ‘resource bundles’ and gifts of encouragement.
- h) During this accounting period the charity has helped 81 cancer patients, plus their loved ones as families.
- i) Have taken on supporting 18 new cancer patients and 2 bereaved spouses known to the charity.
- j) Provided over 1000 points of support, including 1 to 1 face to face meet ups, phone calls, texts (not including holistic treatments or counselling)
At the beginning of the accounting period the charity was overseen by 6 Trustees and 1 non-voting committee member. In Dec 2020 due to health challenges one Trustee, Melinda
Bettsworth felt it was in the best interest of the charity to step down. In August 2021, it was deemed in the best interest of the charity that Susannah King step down as Trustee to focus on the Operational side of the charity and assist Karen Chin in event organising.
March **2012**
**TAR**
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Due to Covid-19 we have not been able to hold any in-person committee meetings and therefore these have taken place over zoom. We have held 4 Committee meetings and 2 Trustee meetings. During the course of the year, it became apparent that it had become necessary to separate the trusteeship and the operational sides of the charity. Since our inception, trustees and committee members have been one and the same, except for 1 non-voting member. This had worked well until this year however, our meetings were becoming drawn out, covering too many items in such a short timescale. We would cover all operational issues as well as Trustee issues within the same meeting. It was agreed that a restructure of the charity should be considered. The restructure involves, Karen Chin, Jayne Proctor, Julie Morrison and Liz Roe remaining as Trustees. Jayne Proctor becoming Head of Trustees and stepping away from the day to day running of charity and providing remote support for Karen Chin, becomes Head of Operations. This means that Susannah King has stepped down as Trustee moved into an operational role alongside Karen to help with event organising. Susannah King was offered the opportunity to remain as a Trustee, but she felt that for the betterment of the charity it was best that she focused her efforts in the operational side of the charity as this is where her strengths lay. All of the discussions and procedures have all been recorded and agreed throughout the course of the accounting period.
A trustee’s meeting was held during the middle part of the year to discuss what the charity needed in order for its charitable activities to be discharged. Discussions ensued as to whether it was now time that the charity take the step into employing Karen Chin on a part-time basis, due to the ever-increasing workload that she was facing. It was decided that the charity would pay Karen Chin £10.00 an hour and that she would record her hours on a timesheet and submit this to our Finance Director, Julie Morrison and Head of Trustees, Jayne Proctor.
At each meeting at least 4 members have been present and minutes have been drawn up and agreed after each sitting. Items on the Agenda include, but not limited to Fundraising, funding opportunities, financial overview of expenditure and income since the previous meeting. Reports are given with regards to how many people are being helped and what if any action needs to be taken with regards to their support.
The Trustees, in making decisions, have had due regard to the commission’s public benefit guidance when exercising any powers or duties to which the guidance is relevant.
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
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Due to the nature of the pandemic and those that the charity seeks to support, we were unable to hold any of our Holistic & Wellbeing Days for the period.
You **may choose** to include further statements, where relevant, about:
However, once the restrictions were eased and therapists and beauticians were able to work face-to-face once more, we were able to fund holistic treatments for those that felt confident enough to attend/receive these treatments.
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
March **2012**
**TAR**
5
Section D Achievements and performance
## **Summary of the main achievements of the charity during the year**
## **SUMMARY OF MAIN ACHIEVEMENTS**
## **FUNDRAISING EVENTS**
Due to the pandemic, the fundraising activities were impacting on a very large scale. Thankfully, once restrictions were lifted, many members of the local community got in touch to offer their support in participating/organising fundraising events on our behalf. These are outlined below **:**
a) Through our partnership with Primark and their commitment to us, the team voted to continue their commitment to us. This meant that during the year, they held a sponsored walk from Bedford to Northampton and raised over £800.00.
b) A team comprising of 5 runners entered the Brighton Marathon, that was run in September 2021. 3 participated and completed the marathon itself and 2 participated and completed the 10K course. Altogether, they raised nearly £3,000.
c) A couple decided to Cycle for Cancer in the month of July. They cycled over 300km and raised over £700 d) Coffee mornings were held monthly by a lady who has been helped by the charity in the past. She held these in her home, every month on a Thursday. She held 5 during the accounting year and raised just under £1,000
e) A group of 9 cyclists undertook to cycle 100 miles from Ilfracombe to Plymouth in September. This was organised by a partner of someone we had helped and had been moved to raise funds on our behalf. To-date, the team raised just under £7,500. A celebration evening was arranged and attended. f) In remembrance of a gentleman that we had supported during the last few years of his life, friends and family undertook some fundraising in his name. Three friends walked 100 miles in the month of May and a large group of family and friends participated and completed The Great North Run also in his memory.
g) Abigail MacKenzie a young lady, who helps us with delivering holistic treatments to our patients undertook the Virgin London Virtual Marathon and raised just over £750. Even though the event took place on the 3[rd] October 2021 and therefore went over into our Year 9 accounting year, much of the money raised was banked in this accounting period.
**NEWSLETTER** Due to the pandemic and not having such a visible presence we decided to start a Newsletter. Our first issue came out in February 2021 and each issue comes out every 3 to 4 months. We use this newsletter to inform the community on what we are doing, signposting and encouragement. We also advertise fundraising events.
## **NETWORKING AND FORMING PARTNERSHIPS**
We have been able to maintain our existing partnerships and have built new ones with local therapists, particularly owners of holistic practices. We have also become more prominent within local councils and trusts within the area.
**FUNDING**
March **2012**
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Section D Achievements and performance
Karen and Jayne were able to secure just over £17,000 in grants and these are detailed in Section E.
March **2012**
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Section D Achievements and performance
**9**
## **Section E Financial review**
March **2012**
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Reserves are held in the form of cash at bank. For this
## **Brief statement of the charity’s policy on reserves**
accounting period, there were restricted reserves of £1,250 from Co-op Community Fund, which was awarded for our next Holistic and Wellbeing Day. As stated previously, this was not able to take place due to the pandemic, but we are due to hold one in November 2021.
There is also a restricted amount of £250 donated from a family in memory of a loved one and they would like us to specifically use this with regards to buying ‘end of life’ products.
**Details of any funds materially in deficit**
Not applicable
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
The main source of funds during the year were from fundraising activities organised by the community and donations from individuals and local companies, which we have highlighted in the Section D. This accounting year is the first year that we have been able to secure funding from local and national grant makers
## **NOTABLE DONATIONS**
We were humbled to receive cheques during the Christmas period from family and friends of patients that had sadly passed away. One family donated £1,500 and another family member in honour of the same patient, gave £100 **.**
These kind of donations always mean so much as it reflects the gratitude that family and friends feel towards the charity, which obviously in turn is an endorsement that the support we provide is meeting the needs of not only the patient but their loved ones also.
## **FUNDING**
As mentioned in Section D, due to the pandemic and the charity being hit financially due to the lack of fundraising, Karen & Jayne undertook to try and secure funding from local and national grant-makers, trusts and lotteries. Other than receiving some money from Co-op Community Fund or local supermarket community funds, the charity has not applied for received any other funding.
We were able to secure the following funding for core costs, for this accounting period:
National Lottery (6month Covid Emergency Grant) £8,000 The Wixamtree Charitable Trust £2,000 St Neots Roundtable £250 Shefford Town Council £200 The Harpur Trust £1,000 Bedfordshire Charitable Trust £1,000 The Gale Family Trust £2,000 We also secured the following funding for holistic treatments: National Lottery £2,000
The income of this reporting year was just over £40,500 and this has helped us maintain our presence within the local cancer community and have continued to offer the services that have become a lifeline to cancer patients during this reporting year. Our expenses for this reporting year, were just over £20,500. It is worth noting that our expenses, except for the funding for K.Chin, is much lower than in recent years because of the pandemic and the effect it had on us being able to deliver our full support during the whole of the accounting period.
March **2012**
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Our Main expenditure costs were:
- a) As mentioned in Section B, the charity took the vote to employ K. Chin on a part time basis, in order that the objectives of the charity could be met.
- b) Funding holistic/complimentary treatments and wellness packages to cancer patients and their loved ones.
- c) Patient support; including, but not limited to flowers, gifts of encouragement, brunches and resource bundles etc
- d) Expenses and Mileage in meeting the needs of the patients that the charity is supporting.
The Charity investment objective is to raise enough funds to support the continued operation of the charity to enable it to meet it’s objectives.
## **Section F Other optional information**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s) Position (eg Secretary, Chair, etc) Date** 24 March 2022
March **2012**
**TAR**
10
TAR
li
March 2012
**N**
**Charity Name**
## **Above and Beyond Cancer Foundation**
**Receipts and payments acco For the period** Period start date **To from** 10/1/2020
## **Section A Receipts and payments**
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Unrestricted Restricted Endowment
funds funds funds
to the nearest
to the nearest £ to the nearest £
£
A1 Receipts
Fund Raising 17,544 - -
Donations 5,916 -
Grants 15,707 1,500 -
- - -
- - -
- - -
- - -
- - -
Sub total (Gross income for AR) 39,167 1,500 -
A2 Asset and investment sales, (see
table).
- - -
- - -
Sub total - - -
Total receipts 39,167 1,500 -
A3 Payments
Stationery 201 - -
Fundraising Expenses 767 - -
Client Ente Gifts & Flowers 3,300
Pamper Day & Treatments 3,455 - -
Misc Exp inc mileage/welcome bag 1,504 - -
Funding Support 11,220 - -
- - -
- - -
- - -
- - -
Sub total [ 20,447 ] - -
A4 Asset and investment purchases,
(see table)
Privacy Boards - -
- - -
Sub total [ - ] - -
Total payments 20,447 - -
Net of receipts/(payments) 18,720 1,500 -
A5 Transfers between funds - - -
A6 Cash funds last year end 16,086 - -
Cash funds this year end 34,806 1,500 -
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the pe**
**Unrestricted Categories Details funds to nearest £ B1 Cash funds** Bank Account **34,806** Petty Cash **-** _**Total cash funds**_ **34,806** (agree balances with receipts and payments account(s)) OK **Unrestricted funds Details to nearest £ B2 Other monetary assets - - - - - - Fund to which Details asset belongs B3 Investment assets Fund to which Details asset belongs B4 Assets retained for the charity’s** Privavy Boards **own use Fund to which Details liability relates B5 Liabilities** Signed by one or two trustees on behalf of all the Signature Print N
Signed by one or two trustees on behalf of all the trustees
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No (if any)
ounts CC16a
Period end date
9/30/2021
**----- End of picture text -----**
|**Total funds**
**Last year**
**to the nearest £**
**to the nearest £**
**17,544**
**11,129**
**5,916**
**7,793**
**17,207**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**40,667**
**18,922**|**Total funds**
**Last year**
**to the nearest £**
**to the nearest £**
**17,544**
**11,129**
**5,916**
**7,793**
**17,207**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**40,667**
**18,922**|
|---|---|
|**17,544**|**11,129**|
|**5,916**|**7,793**|
|**17,207**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**-**|**-**|
|**40,667**|**18,922**|
**----- Start of picture text -----**
-
- -
- -
40,667 18,922
201 4
767 21
3,300 1,621
3,455 4,885
1,504 747
11,220 7,062
- -
- -
- -
- -
20,447 14,340
**----- End of picture text -----**
**----- Start of picture text -----**
- -
-
- -
20,447 14,340
20,220 4,582
- -
16,086 11,504
36,306 16,086
**----- End of picture text -----**
## **eriod**
**----- Start of picture text -----**
Restricted Endowment
funds funds
to nearest £ to nearest £
1,500 -
- -
- -
1,500 -
OK OK
Restricted Endowment
funds funds
to nearest £ to nearest £
- -
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
- -
- -
- -
- -
- -
Current value
Cost (optional)
(optional)
250 250
- -
- -
- -
- -
- -
- -
- -
- -
Amount due When due
(optional) (optional)
-
-
-
-
-
Date of
Name
approval
**----- End of picture text -----**
CHARITY COMMISSION
FOR ENGLANO AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the trustee
members of
Above and Beyond Cancer Foundation
On accounts for the year
ended
3010912021
Charity no
lif any
//732f3
Set out on pages
I report to the trustees on my examination of the accounts of the above
charity ("the Trust.) for th6 year ended
Responsibilities and
basis of report
As the charity's twstees, you are SPonSible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
{'ttr Act.)
I report in respect of my examination of the Trust's accounts carried OLrt
under section 145 of the 2011 Act and in carying OLrt my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 145(5)(b) of the A¢t.
Independent tThe charity's gross income exceeded £250,000 and l am qualffied to
examinerfs statement undertake the examination by being a qualsfied member of Iinsert name of
applicable listed body]l. Delete [ l rfnot appliGabl8.
I have completed my examination. I confim that no material matters have
come to my attention in connection wrth the examination (olher than that
disclosed below") which gives me cause to believe that in, any material.
respect."
the accounting records were not kept in accordance with section 130
of the Charities Act.. or
the accounts did not accofd with the accounting records., or
the accounts did not comply with the applicable requirements
conceming the fon and content of accounts set out in the Charities
{Accounts and Reports) Regulations 2008 other Ihan any requirement
that the accounts give a Irue and fairf view which is not a matter
considered as part of an independent examination.
I have no COnmS and have come across no other matters in connection
with the examinats'on to which attention should be drawn in this report in
order to enable a proper understsnding of the accounts to be reached.
Please delete the words in the brackets rfthey do not apply.
Dats:
Signed:
Name:
Relevant professional
IER
Oct 2018
quallficationls) or body
(if any):
Address:
Section B
Dis¢losure
Only complete if the examiner needs to highlight material matters of conrn
(see CC32, Independent examination of charity accounts.. directions and
guidan for examiners).
Give hère brf details of
any items that the
examiner wishes to
disclose.
IER
Oct 2018