||**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**Trustees' Annual Report**|**for theperiod**|**for theperiod**|**for theperiod**|
|---|---|---|---|---|---|---|---|---|
||**From**|Period start date|||**To**|Period end date|||
|||01|October|2022||30|September|2023|
## Section A Reference and administration details
**Charity name** Above & Beyond Cancer Foundation
**Other names charity is known by Registered charity number (if any)** 1173983
Above & Beyond
**Charity's principal address** 3 The Rowlands Biggleswade Beds **Postcode SG18 8NY**
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
11
12
13
14|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Karen Chin|Head of Operations|||
||Jayne Proctor|Head of Trustees|||
||Julie Morrison|Finance Manager|||
||Liz Roe|Chair of Trustees|||
||||||
||||||
||||||
||||||
||||||
||||||
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **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**
March **2012**
**TAR**
1
## **Description of the charity’s trusts**
Type of governing document (eg. trust deed, constitution) How the charity is constituted
Constitution
Association
- (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.
## **Policies & Procedures File**
The policies outlined below were updated and approved all trustees.
A&BCF GDPR Policy – August 2023
## **Organisational Structure**
In our previous year (Year 9) it was reported that we had amended our structure to show division between the operational side and strategic and trusteeship of the charity. Due to the nature of the charity and it’s fundraising/events activities it has now been deemed that having a dedicated organisational committee has become unnecessary and that those members of the organisation committee have moved sideways in becoming volunteers. Due to workloads and personal commitments Susannah and Diane who were members of this committee (along with Karen, the trustee) found that they could only commit to organising quiz nights throughout the year and unable to commit any more time than the organisation of these events.
We do not believe that this will in anyway alter the running of events for the foreseeable future due to the nature of many fundraising/events are organised by supporters, donors of the charity.
The Trustees will monitor this, and should they feel that this change then the charity will look into putting together another committee to meet these needs, should they arise.
## **Jayne Proctor**
Due to the increase in patient numbers and the associated work within the charity It was decided by the trusteeship that Jayne was putting in more and more hours and after 10 years it was time for her to be remunerated. These discussions took place in March and April of 2023 without Jayne being present.
In our minutes dated the 14[th of] March 2023, it was agreed and minuted that Jayne would be remunerated at the same rate of pay as Karen for 36 hours per month. This employment began at the beginning of April 2023.
March **2012**
**TAR**
2
## **Section C Objectives and activities**
|**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)**|To promote and protect good health for the public benefit, living with or
affected by cancer by;
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 this affects their day-to-day living.
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 of a cancer diagnosis.
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/counsellors and hypnotherapists.
f)
In this operating year we were able to organise and fund one Holistic
& Wellbeing Event at a local spa resort, hiring out a training suite and
inviting patients and their loved ones to attend either morning or
afternoon appointments. This event was held on 28thNovember 2022.
g) Organisation of two mini holistic & wellbeing days held at the Happy
Body Project in Wilstead for patients and their loved ones.
h) Organising ‘resource bundles’ and gifts of encouragement.
i)
Writing funding applications to help fund projects and operating costs.
j)
Holding celebratory 10thanniversary afternoon tea for trustees,
previous committee members and therapists
At the beginning of the accounting period the charity was overseen by 4
Trustees.
We have held one operational meeting and two full trustee meetings as
well as a mini trustee get together throughout this period. As stated in
previous section the operational meetings have not entirely met the
purpose for which it was established due to personal workloads of the
two non-voting members of this committee. In Year 10 our meetings were
held online as this helps with everyone’s workload. The trustee meetings
took place on 10thOctober 2022 and the 14thMarch 2023.
The operational aspects of the charity are discussed at these meetings.
Agenda points including but not limited to;
patient and financial overview, policies and procedures,
upcoming events and discussions regarding Income and
expenditure throughout the year.
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.|
March **2012**
**TAR**
3
**Additional details of objectives and activities (Optional information)**
## **Contribution by Volunteers**
At our holistic and wellbeing events many local therapists took time out of their busy schedule to volunteer their time and expertise to deliver wellbeing treatments to patients and their loved ones.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
At our event at Wyboston Lakes (November 2022),13 therapists gave up their day to offer their services without remuneration as well as one volunteer who has been supported by the charity and helped with making refreshments and talking to the attendees.
At our two events held at the Happy Body Project (March & September 2023)) we had 7 therapists give up their time without remuneration and one volunteer who has been supported by the charity and helped with making refreshments and talking to the attendees at one of these events.
## **Investment**
At the March 2023 Trustee Meeting it was agreed that the charity should investigate investing £20,000 as funds were remaining steady in our bank account. In April 2023 it was deemed that Cambridge & Counties offered competitive rates and £20,000 was deposited for a 12-month period with a return of 3.5%. It is the intention to use the interest earned to part fund holistic and wellbeing events.
## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
## **SUMMARY OF MAIN ACHIEVEMENTS**
## **During this operating period**
- a) We received 45 new referrals.
- b) We held approximately 141 face-to-face appointments with patients and their loved ones.
- c) We have supported 125 patients and their families at the end of this operating year.
- d) Offered over 1147 points of supports including, but not limited to phone calls, meet ups and texts.
- e) Funded and organised nearly 255 holistic treatments. f) Able to offer end of life resource bundle to one patient.
## **Holistic & Wellbeing Day (H&WD) – 28[th] November 2022 Summary of the Day:**
- **a)** 10th holistic & wellbeing evet held by A&BCF at a cost of £4,050.33.
- **b)** held at The Salix Suite, Wyboston Lakes Resort, Wyboston, St Neots.
- **c)** 24 Cancer Patients & 19 loved ones attended the day.
- **d)** 13 holistic/complimentary therapists donated their time and services on the day.
- **e)** The day comprised of morning and afternoon appointments with each cancer patient having at least three treatments and if a loved one came with them, they had at least one treatment.
- **f)** The treatments on offer on the day were, Reflexology, Full Facials, Reiki, Manicure & Pedicures, Back Massages, and Indian Head Massage.
- **g)** Tea & coffee and refreshments were offered throughout the day and lunch was provided for the therapists.
- **h)** 104 appointments were available on the day.
March **2012**
**TAR**
4
Section D Achievements and performance
|**i)**|At the conclusion of the event both attendees and therapists were|
|---|---|
||invited to give feedback on their evaluation of the day. Cancer|
||patients that attended indicated a significant improvement in their|
||general wellbeing after the event and the therapists indicated how|
||organised and well run the event was.|
|**j)**|The event was run with some covid protocols still in place. These|
||included patients wearing masks if they felt more comfortable to|
||do so. Seating arrangements were set out so there was space|
||between patients as well as having hand santisers on tables.|
|**k)**|Excluding the co-founders that organised and ran the event there|
||was one more volunteer to help with serving refreshments as well|
||as helping with the set up and dressing down of the venue. This|
||volunteer had previously been supported by the charity and|
||wanted to help with this event to give back to the charity.|
|**Holistic & Wellbeing Event – 12th March 2023**||
|**Summary of the day:**||
|a)|First one on this scale to be held.|
|b)|Held at The Happy Body Project in Wilstead, Beds|
|c)|14 patients attended the event, spread out over morning and|
||afternoon appointments.|
|d)|6 holistic/complimentary therapists donated their time and|
||services on the day.|
|e)|Each treatment was 45 minutes and each patient had two|
||treatments.|
|f)|Refreshments and cakes provided on the day.|
|g)|The event cost £635.52.|
|**Holistic & Wellbeing Event – 10th September 2023**||
|a)|Second one on this scale to be held.|
|b)|Held at The Happy Body Project in Wilstead, Beds|
|c)|12 patients attended the event, spread out over morning and|
||afternoon appointments.|
|d)|6 holistic/complimentary therapists donated their time and|
||services on the day.|
|e)|Each treatment was 45 minutes and each patient had two|
||treatments.|
|f)|Refreshments and cakes provided on the day.|
|g)|The event cost £709.39.|
|**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 also established links with the following:||
|**Mon Paradis Salon & Wholesome Holistics**||
|**Songbird Hypnotherapy**||
|**10th ANNIVERSARY CELEBRATIONS**||
|This operating year saw the charity celebrate 10 years of its inception.||
|After discussions the co-founders and trustees agreed that the best way||
|to celebrate this milestone was to honour those that have volunteered for||
|us. Therefore, the people that we invited to the event consisted of the||
|following:||
||Therapists, including hypnotherapists and counsellors that have|
||offered their services free of charge at our holistic and wellbeing|
||events.|
||Volunteers who have organised our quiz nights.|
March **2012**
**TAR**
5
Section D Achievements and performance
- Original trustees of the charity.
The event was held at a local garden centre and consisted of an afternoon tea. The co-founders spent some time thanking the attendees and acknowledging what the support of those in attendance had meant to them and more importantly to the patients that they have helped.
## **FUNDRAISING ACHIEVEMENTS**
- During this operating year the following fundraising events took place.
- 2 quiz nights. One held in November 2022 and July 2023. Both held at Great Barford Village Hall and together raised approximately £1600.
- 100-mile Bike Ride. A group of 10 local men, several being partners/husbands of patients that the charity has supported. They rode 100 miles over a weekend throughout Bedfordshire and Cambridgeshire and raised over £3,300.
- Andrea McGrellis who is a patient that we are supporting ran a half marathon and raised over £460.00.
- Amelia Winter another patient who we are supporting organised a coffee morning at her workplace and held a raffle. The event raised just under £400.00. A local café in Baldock, makes treats for dogs and have one of our donation cans on their premises. They raised over £200.00.
- A disco was organised by a patient and her family. Held in Luton, this event raised just over £1,000.
- What has become an annual event organised by family who sadly last their mum/sister to cancer a few years ago and we supported her, held a disco with a raffle and raised just over £1,500.
- A patient held a knit and Natter event and raised £325.00. A son of a patient, who is a musician in his spare time, organised an music event in a local pub one Sunday afternoon in the summer and raised £654.00.
- This operating year saw our youngest ever fundraiser at the age of 9 complete a scooter ride around a local landmark and raised £1,000 when her goal was to raise £100.00.
- A patient and his wife organised a coffee morning in the back garden, inviting their local walking group and held a raffle. This event raised over £500.00.
- We received a donation of nearly £800.00 from Bradworth Young Farmers Club that had organised a Pie and Wine evening.
## Section E Financial review
Reserves are held in the form of cash at bank. Brief statement of the charity’s policy on reserves **Details of any funds materially** Not applicable **in deficit**
## **Further financial review details (Optional information)**
March **2012**
**TAR**
6
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.
## **NOTABLE DONATIONS**
We received over £8,700 in donations gathered outside of any fundraising event. A very large proportion of this sum is due to the charity being nominated by a patient’s family when they have sadly passed away. This money has been raised either at their funeral or by separate GoFundMe pages. As a charity we are always constantly humbled when we have been chosen by the family and their expression of the gratitude, they feel towards the small part that the charity has played in their care and wellbeing during their diagnosis and treatment.
Nearly £1,300 was received from business donations.
Our fundraising total for the year was £27,365.55. This included all fundraising amounts from our fundraising platforms and fundraising events outside of our platforms.
## **FUNDING – NATIONAL LOTTERY COMMUNITY FUND**
- In February 2022, much time and energy were spent in trying to secure operating costs from The National Lottery Community Fund. Six months of work was dedicated to this, working closely with the local NL community funding officer. The charity was successful in its application and received its first funding amount in October 2022.
- The total amount awarded for three years is £75,000.
- The funding that was awarded would cover the operating costs of the charity for the next three years.
- The first year’s funding amounted to just over £25,000.
This funding goes to support the following:
- Salary and employment costs associated with employing CoFounder Karen Chin to fulfil the charity objective.
- Operating Costs, such as patient resources including but not limited to resource gifts and flowers.
- Mileage
- Stationery
- Volunteer Expenses
- Equipment
- Digital Costs
## **OTHER NOTABLE FUNDING SUCCESSES**
- We were successful in receiving £3,000 in operating costs from The Wixamtree Charitable Trust.
- We were successful in receiving £1,000 in operating costs from Beds Charitable Trust
- We were successful in receiving £1600 from Harpur Trust to cover operating costs.
Wixamtee, BCT and Harpur Trust funding amounts have gone towards the salary costs incurred for Jayne Proctor (co-Founder) to assist in the running of the charity, specifically with administrative tasks, social media and patient support. This amount will cover the funding for 12 months from April 2022 to April 2023.
March **2012**
**TAR**
7
## **INCOME & EXPENDITURE - INCOME**
The income of this reporting year was just over £62,563.97.
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.
We received over £10,000 through our fundraising platforms: Paypal, GoFundMe, CAF and Easy fundraising.
## **INCOME & EXPENDITURE - EXPENDITURE**
Our expenses for this reporting year, were just over £70,921.85.
Our main expenditure costs were:
- Salary for K. Chin & J. Proctor on a part time basis, in order that the objectives of the charity could be met. This was a total expenditure of £24,790.56 including NIC payments.
- Funding holistic/complimentary treatments and wellness packages to cancer patients and their loved ones. This totalled just over £11,300.00. This provided over 250 treatment sessions to help patients with side effects of their treatment and diagnosis as well as being able to offer counselling and/or hypnotherapy sessions to deal with the mental health aspects of dealing with a diagnosis and loss in the case of those that have to deal with grief.
- We assisted with a contribution towards cleaning costs to a muchneeded patient who had become bedbound due to her surgery and treatment.
- Patient support; including, but not limited to flowers, gifts of encouragement, brunches and resource bundles etc.
- 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 its objectives.
## **Section F Other optional information**
March **2012**
**TAR**
8
## **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** 9th January 2024
March **2012**
**TAR**
9
**Charity Name No (if any) Above and Beyond Cancer Foundation 1173983 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 10/1/2022 9/30/2023
## **Section A Receipts and payments**
|**Section A Receipts and payments**||||||
|---|---|---|---|---|---|
|**A1 Receipts**
Fund Raising
**19,909**
Donations
**9,888**
Grants
**32,513**
**-**
**-**
**-**
**-**
**-**
**62,310**
**-**
**-**
**_Sub total_ -**
**_Total receipts_ 62,310**
**A3 Payments**
PatientResources
**4,566**
H&W Treatments & Counselling
**11,300**
H&W Days
**6,059**
OperationalCosts
**3,952**
Funding Support
**24,791**
**-**
**-**
**-**
**-**
**_Sub total_ 50,668**
**Privacy Boards**
**-**
**_Sub total_ -**
**_Total payments_ 50,668**
**_Net of receipts/(payments)_ 11,642**
**A5 Transfers between funds**
**- 18,500**
**A6 Cash funds last year end**
**32,303**
**_Cash funds this year end_ 25,445**
**Unrestricted**
**funds**
**to the nearest £**
**_Sub total_**_(Gross income for AR)_
**A2 Asset and investment sales,**
**(see table).**
**A4 Asset and investment**
**purchases, (see table)**|**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**18,500**
**1,500**
**20,000**
**Restricted**
**funds**|**to the nearest £**
**Endowment**
**funds**|**Total funds**
**to the nearest £**
**19,909**
**9,888**
**32,513**
**-**
**-**
**-**
**-**
**-**
**62,310**
**-**
**-**
**-**
**62,310**||**Last year**
**to the nearest £**|
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**19,909**||**21,154**|
||||**9,888**||**9,734**|
||||**32,513**||**4,000**|
||||**-**||**-**|
||||**-**||**-**|
||||**-**||**-**|
||||**-**||**-**|
||||**-**||**-**|
||||**62,310**||**34,888**|
|||||||
|||**-**
**-**
**-**|**-**|||
||||**-**||**-**|
||||**-**||**-**|
|||||||
|||**-**|**62,310**||**34,888**|
|||||||
|||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**4,566**||**3,842**|
||||**11,300**||**7,809**|
||||**6,059**||**2,806**|
||||**3,952**||**2,148**|
||||**24,791**||**20,786**|
|||||||
||||**-**||**-**|
||||**-**||**-**|
||||**-**||**-**|
||||**-**||**-**|
||||**50,668**||**37,391**|
||||**-**
**-**
**-**
**50,668**
**11,642**
**-**
**33,803**
**45,445**|||
|||**-**
**-**
**-**|**-**||**-**|
||||**-**|||
||||**-**||**-**|
|||||||
|||**-**|**50,668**||**37,391**|
|||||||
||**-**|**-**
**-**
**-**
**-**|**11,642**||**- 2,503**|
||**18,500**||**-**||**-**|
||**1,500**||**33,803**||**36,306**|
||**20,000**||**45,445**||**33,803**|
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**Details**
Bank Account
Petty Cash
**Details**
**Details**
**Details**
Privacy Boards
**Details**
Signature
JMorrison
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**to nearest £**
**25,446**
**20,000**
**-**
**-**
**-**
**25,446**
**20,000**
Agreement Error
OK
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**250**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
Print Name
Julie Morrison
**Unrestricted**
**funds**
**Restricted**
**funds**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**|**to nearest £**
**Endowment**
**funds**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**250**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
||JMorrison|Julie Morrison|3/3/2024|
|||||
CHARITY (OMMISSION
I OR INGIAND AND WALLS
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trusteesl
members of
Above and Beyond CaneEr Foundation
On accounts for the yoar
ended
3010912023
Charity no
lif anyl
1173983
Set out on pages
I report lo the trustees on my examinalion of the accounts of the above
charity I'the Trust") for the year ended
Responsibilities and
basis of report
As the chai'ity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
I'the Act")
I report in respect of my examination of the Trust's accounts cariied out
under section 145 of the 2011 Act and in carrying OLII my examination, I
have followed all the applicable Directions given by the Cliarily Commission
under section 14515llbl of the Act.
Independent tThe charity's 9ross income exceeded £250,000 and l am qualified to
examiner's statement undertake the examination by being a qualified membpr of Iinsert name of
applicable listed bodyll. Delete I l if not applicable.
I have completed my examination. I confirm that no material mallers have
cime lo my attention in connection with the examination (other Ih8n that
disclosed below ') which gives me cause lo believe that in, any material
respect,.
the accounting iecords were not kept in accordance with %ection 130
of the Charities Act", or
the accounts did not accord with the accounting record8', or
the accounts did not comply with the applicable requirements
concerning the form and content of accounts sel out in the Charities
IAccoLJn15 and Reports} Regulations 2008 other than any reqLJirement
that the accounts give a 'true and fair, view which is not a maller
considered as part of an independent examination.
I have no concerns and have come across no other mallers in connection
with the examination lo which attention should be drawn in this report in
order lo enable a proper understanding of the accounts to be reached.
delele the words in the brackets if they do not apply.
Signed:
Date:
Name.,
Relevant professional
qualification(s) or body
IER
Oct 2018
(if any)..
Address:
11 k"V.T
Section B
Disclosure
Only complclc if ihe exdimiiiei iieeds lo liigl)li95)1 i-llcilerial IMalle(8 ol LOllbèi-i-I
(see CC32, Independent examination of charity accounts,. direclions and
guidance for examiners).
Give here brief details of
any items that the
examiner wishes to
dF5close.
IER
Oct 2018