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2024-09-30-accounts

Trustees' Annual Report for the period

Period start date Period end date 01 October 2023 30 September 2024

From

To

Section A Reference and administration details

Charity name

Above & Beyond Cancer Foundation

Other names charity is known by

Above & Beyond

Registered charity number (if any)1173983
Charity's principal address3 The Rowlands
Biggleswade
Beds
Postcode SG18 8NY
~~——~~
Registered charity number (if any)1173983
Charity's principal address3 The Rowlands
Biggleswade
Beds
Postcode SG18 8NY
~~——~~
Registered charity number (if any)1173983
Charity's principal address3 The Rowlands
Biggleswade
Beds
Postcode SG18 8NY
~~——~~
Registered charity number (if any)1173983
Charity's principal address3 The Rowlands
Biggleswade
Beds
Postcode SG18 8NY
~~——~~
Registered charity number (if any)1173983
Charity's principal address3 The Rowlands
Biggleswade
Beds
Postcode SG18 8NY
~~——~~
Names of the charity trustees who manage the charity Names of the charity trustees who manage the charity
Trustee name Office (if any)
Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
1 Karen Chin Head of Operations
2 Jayne Proctor Head of Trustees
3 Julie Morrison Finance Manager
4 Liz Roe Chair of Trustees
5 Caroline Thursfield Trustee
01/03/2024
6

Names of the charity trustees who manage the charity

11 12 13 14

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)

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Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution

How the charity is constituted

Association

Trustee selection methods

By appointment

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Policies & Procedures File

The policies outlined below were updated and approved all trustees.

A&BCF GDPR Privacy Notice – August 2024

A&BCF Safe Working Practice & Safeguarding – August 2024 A&BCF Volunteer Policy – March 2024

A&BCF Equality Policy – July 2024

Organisational Structure

At the beginning of this operating year (01.10.23) discussions took place with regards to increasing our trusteeship as well as gaining clarity with regards to the organisational set up of the charity.

A meeting took place with David Brewer at our local CVS (Community Voluntary Services) offices in Bedford on the 22[nd] November 2023. Jayne Proctor & Karen Chin attended this meeting to discuss the following:

The outcome of the above points are laid out below:

Caroline Thursfield was appointed Trustee on the 1[st] March 2024. Caroline has been a patient supported by the charity over the previous 5 years and brings a wealth of patient experience to the board.

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The trustees agreed to change those original objects to the following:

To promote and protect good health for the public benefit, for those persons living with or affected by cancer by.

The request for this change was submitted to the Charities Commission in January 2024 and confirmation was received by the charity in June 2024 that the change could be implemented.

At the trustees meeting held on the 12[th of] July 2024 a resolution was signed by all trustees indicating this change in the charity’s objects.

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Section C Objectives and activities

As mentioned previously our new objects are as follows:

To promote and protect good health for the public benefit, for those persons 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)

Summary of Main Activities:

The operational aspects of the charity are discussed at these meetings. Agenda points including but not limited to:

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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)

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:

At our event at Wyboston Lakes (November 2023),15 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 three events held at the Happy Body Project (March, June & September 2024) we had 7 therapists give up their time without remuneration at each event 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

In the previous report it was stated that the charity had invested £20,000 with Cambridge & Counties. This matured on 17[th] April 2024, with interest earnt in the sum of £747.95. The Trustees made the decision to reinvest the same amount of money for a further year. With an interest rate of 5%.

Section D Achievements and performance

Summary of the main achievements of the charity during the year

SUMMARY OF MAIN ACHIEVEMENTS

During this operating period

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Section D Achievements and performance

Holistic & Wellbeing Day (H&WD) – 19th November 2023 Holistic & Wellbeing Day (H&WD) – 19th November 2023
Summary of the Day:
a) 14th holistic & wellbeing event held by A&BCF at a cost of
£4,762.51
b) held at The Salix Suite, Wyboston Lakes Resort, Wyboston, St
Neots.
c) 34 Cancer Patients & 18 loved ones attended the day.
d) 15 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.
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) 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 – 17th March 2024
Summary of the day:
a) 3rdevent to be held at this venue.
b) Held at The Happy Body Project in Wilstead, Beds
c) 14 patients attended the event, spread out over morning and
afternoon appointments.
d) 7 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) Funding was gained for this event by Asda Foundation in the sum
of £655.00
h) The event cost £670.97
i) Cost to the charity was £15.97.
Holistic & Wellbeing Event – 9th June 2024
a) 4thevent 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

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Section D Achievements and performance

afternoon appointments.

Holistic & Wellbeing Event – 8[th] September 2024

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 established connections with 38 local therapists and salons.

FUNDRAISING ACHIEVEMENTS

During this operating year the following fundraising events took place.

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Section D Achievements and performance

i) A bridge group raised over £2,000 by holding a charity bridge
night. We support a daughter of one of the members.
j) £23.74 was raised via a fundraising can of a local crafter.
k) The charity held its first Nearly New Sale. Many items of clothing
and bric-a-brac were donated to the event. It was held at a local
hall that donated the venue for free. £1,600 was raised from the
event with a local company (Strictly Beds & Bunks) donating
£500.00 towards the sale. The leftover items were donated to a
local homeless charity and local charity shops.
l) A local primary school raised £800.00 by holding a charity event
for parents and local residents to attend. Two of the mothers
whose children attend the school are supported by the charity.
m) Two local gentlemen took on the screwball rally. This event
consisted of taking a rally car over 2000 miles, covering 7
countries in 5 days.
n) £300 was raised by a patient and their family by holding a raffle
and afternoon tea
o) A local café that holds one of our fundraising cans raised £166.00
by making and selling doggy treats for their canine friends.
p) A patient we have supported over the years organised a local 70’s
& 80’s disco for family, friends and the local community in
Dunstable and raised just over £500.
q) A local running group chose Above & Beyond Cancer Foundation
as their charity of choice and have been raising money in various
events throughout the year. We will receive the fruits of this
fundraising in our next operating year.
r) A patient we supported organised a cancer charity event with a
disco, raffle and silent auction raising funds for A&BCF as well as
the Primrose Unit in Bedford Hospital. £1,040.00 was raised.
s) Two local businessmen hold an annual fireworks display. In 2023
they chose Above & Beyond Cancer Foundation as the recipient
of this year’s fundraiser. £2,500 was raised.
Section E Financial review Section E Financial review
Brief statement of the charity’s
policy on reserves
Details of any funds materially
in deficit
Further financial review details
Youmay chooseto include
additional information, where
relevant about:

the charity’s principal
sources of funds (including
any fundraising);

how expenditure has
supported the key objectives
Reserves are held in the form of cash at bank and within the investment
currently held at Cambridge & Counties
Not applicable
(Optional information)
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 just over £5,000 in donations gathered outside of any
fundraising event. £200.00 was donated via a small equestrian
organisation who were closing their doors. We support a woman who
has connections to the organisation. As mentioned above we are also

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of the charity;

very grateful to Mr Andrew Buchan of Strictly Beds & Bunks who donated £500. A portion of this money was also raised from families that have requested that the charity be in recipient of funeral tributes when a loved one that we have supported has sadly passed away.

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.

Our fundraising total for the year was £20,277.35. This included all fundraising amounts from our fundraising platforms and fundraising events outside of our platforms. Individual donations amounted to £2,550.97.

FUNDING – NATIONAL LOTTERY COMMUNITY FUND

During the monitoring process of this funding period it was discussed with the National Lottery Community Fund Officer, the aspect of the salary that Karen Chin was being remunerated. Discussions began about legacy and sustaining the charity in the future. It was deemed that should Karen Chin ever get to the position of wanting, or needing to step away from the day to day running of the charity that it would be very difficult to employ someone with the level of remuneration that Karen was currently receiving, especially as the needs of the charity are increasing year on year. The trustees of the charity then commenced discussions and undertook benchmarking exercises to establish the appropriate rate of pay for the position that Karen Chin was currently serving. It should be noted that Karen Chin was not involved in these discussions at any point.

With these discussions in place, the trustees of the charity then approached the National Lottery Community Funding Officer to see if the National Lottery would consider covering the uplift in the salary.

After a period of discussion, the National agreed to fund this uplift. The uplift consisted of the following.

For the remaining of the funding period (April 2024 – 30 September 2025) the National Lottery will cover the salary of Karen Chin in full. The uplift in the salary amounted to a further £18,865 in funding. It was agreed that the salary increase would commence from the 1[st] April 2024. Due to the National Lottery covering this uplift it was deemed appropriate for the charity to find other funding streams to cover the operating costs that the original grant had covered (i.e. mileage, volunteer expenses, digital costs and patient resources).

OTHER NOTABLE FUNDING SUCCESSES The Wixamtree Charitable Trust.

Since 2020 we have been incredibly grateful to the support of the above charitable Trust. Every year we have been successful in receiving funding from them. When we put in our application in April 2024, they felt

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that it was important that the chairman of the trustees meet us in person to find out more of the charity objects.

In June 2024, Karen Chin and Caroline Thursfield met with the chair of Wixamtree Charitable Trust and spend an hour or so over coffee talking about the impact and effect the charity is having on the local community. Caroline was able to offer her perspective of a patient and a newly appointed trustee. Mr Whitbread left the meeting having more information and perspective of the charity and its financial liabilities as well as the beneficiaries that it helps.

In July 2024 we were informed that the trust had agreed to continue funding and in fact, were so impressed with the impact, structure and running of the charity that they increased our requested funding amount and agreed to put a three-year multi-year funding programme in place.

We were also successful in our funding applications to the following: Albert Hunt - £5,000 Arnold Clark Community Fund - £1,000 Harpur Trust -£ 400 (it should be noted that we were awarded this sum in our previous operating year, but it was paid into our charity account in Sept 2024)

The above 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, funding applications and patient support.

We were also successful in receiving the following grants to help cover some of our project costs incurred by our holistic and wellbeing events that are held throughout the year.

The Gale Family Trust - £2,000

This funding amount went towards the costs of our H&WD held at Wyboston lakes in November 2023.

Asda Foundation - £655

This funding amount helped cover the costs of our H&WD held at The Happy Body Project in March 2024

Co-op Community Fund - £1,020.35

INCOME & EXPENDITURE - INCOME

The income of this reporting year was £70,218.27.

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. This income has been spent in the interest of the public benefit set our in our charity objects.

We received just under £12,000.00 through our fundraising platforms: PayPal, GoFundMe, CAF, Easyfundraising and Enthuse.

INCOME & EXPENDITURE - EXPENDITURE

Our expenses for this reporting year, were £66,685.45.

Our main expenditure costs were:

 Salary for K. Chin & J. Proctor on a part time basis, in order that

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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

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)

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Position (eg Secretary, Chair, etc)

Date 8[th] January 2025

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Charity Name No (if any) No (if any)
Above and Beyond Cancer Foundation 1173983
Receipts andpayments accounts CC16a
For the period
from
~~ee~~
Period start date
To
Period end date
10/1/2023
9/30/2024
~~e~~
~~ee~~
Section A Receipts and payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Fundraising
20,277
- - 20,277 19,909
Donations
2,551
- 2,551 9,888
Grants
46,642
- 46,642 32,513
Interest
748
- - 748 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) (Gross income for AR) 70,218
(Gross income for AR)
- - 70,218 62,310
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 70,218
-
-
70,218
62,310
A2 Asset and investment sales,
(see table).
~~——————~~
A3 Payments
PatientResources 5,767 - - 5,767 4,566
H&W Treatments & Counselling 18,951 - - 18,951 11,300
H&W Days 7,252 7,252 6,059
OperationalCosts 4,161 - - 4,161 3,952
Funding Support 30,554 - - 30,554 24,791
- -
- - - - -
- - - - -
- - - - -
- - - - -
**Sub total ** 66,685 - - 66,685 50,668
Privacy Boards
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total payments 66,685
-
-
66,685
50,668
A4 Asset and investment
purchases, (see table)
~~——————~~
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
**Cash funds this year end **
3,533
-
-
3,533
11,642
-
-
-
25,445
20,000
-
45,445
33,803
28,978
20,000
-
48,978
45,445
~~==>>>~~

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 £
28,978
20,000
-
-
-
28,978
20,000
OK
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 3/10/2025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Above and Beyond Cancer Foundation On accounts for the year ended 3010912024 Charity no (if any) 1173983 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended 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 Trust's accounts 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 Thhe charity's gross income exceeded £250,000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]l. Delete [ ] if not applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other 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 accord with the accounting records. or the accounts did 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. Please delete the words in the brackets if they do not apply. Signed: Date: Name: IS i Arnj k I¥TrJ (U Relevant professional qualification(s) or body IER Oct 2018

{if any): Address: "Dlsclosure.:. Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charily accounts.. directions and guidance for examiners). jiie here brief details of a11y Items that the L&xaminer wishes to loclose. IER Oct 2018