2021-03-31-accounts - The Brun Bear Foundation

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Trustees’ Annual Report for the period

From 1 April 2020 Period start date To 31 March 2021 Period end date

Charity name: The Brun Bear Foundation

Charity registration number: 1174159

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	1. TO MAKE GRANTS AND DONATIONS TO CHARITIES THAT ARE REGISTERED IN ENGLAND AND WALES AND WHICH CARRY OUT MEDICAL RESEARCH FOR THE PURPOSES OF: A. THE RELIEF OF SICKNESS AND PRESERVATION AND PROTECTION OF GOOD HEALTH THROUGH MEDICAL RESEARCH INTO INFANT AND CHILDHOOD ILLNESSES; AND B. THE PREVENTION OF CRUELTY AND SUFFERING, AND THE CONSERVATION, PRESERVATION AND PROTECTION OF ANIMALS, WITH PARTICULAR EMPHASIS ON BEARS. 2. TO MAKE SUCH GRANTS AND DONATIONS TO SUCH CHARITIES THAT ARE REGISTERED IN ENGLAND AND WALES OR TO SUPPORT THE CHARITABLE WORK OF OTHER ORGANISATIONS THAT ARE ESTABLISHED FOR THE BENEFIT OF THE PUBLIC IN THE LONDON BOROUGHS OF BROMLEY AND LEWISHAM FOR ANY OR ALL OF THE FOLLOWING PURPOSES: A. THE RELIEF OF POVERTY, SICKNESS AND DISTRESS; B. THE PRESERVATION AND PROTECTION OF GOOD HEALTH; AND C. THE PROVISION OF RECREATIONAL FACILITIES IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.

Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	Main activities – see para 1.20 for added detail. 1. Launch of second children’s book 2. Launch of BAME Maternity project 3. Responding to COVID 4. Expanded volunteer programme And the following donations: 1. Animals in Asia 2. The Albany 3. Kings Meadow
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Confirmed: The Trustees are familiar with and have regard to the Charity Commission Guidance as detailed in: “Public Benefit: running a charity (PB2)”

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by Para 1.38 volunteers Other

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	Launch of Second Children’s Book Our second children’s book – Trouble At The Zoo! – successfully launched. This has provided much needed fundraising income and also supports our programme of book readings which promote good citizenship, identity and social cohesion. BAME Maternity launched. First Annual event Pursuant to our charitable objective to relieve sickness and preserve and protect good health through medical research into infant and childhood illness, the charity launched BAME Maternity. This is an initiative that highlights maternity issues facing diverse communities; the programming has been led by Helen Knower, Director of Midwifery, Lewisham and Greenwich NHS Trust. In this, its first year, a number of well-received webinars were delivered, a website launched and a first annual online conference delivered. This promoted shared learning and best practice and was attended by an audience spanning midwifery, the wider medical profession, Maternity Voice Partnerships, policy makers, social workers, charities and, crucially, a diverse range of communities from within the Boroughs of Lewisham and Bromley and far beyond. Simon Shades Scholarship The Simon Shades Scholarship was pivoted for online delivery. COVID disrupted plans for a live event and delayed delivery of the project element of the Scholarship. At the end of the reporting period, we had coalesced significant local support and were building momentum for June delivery of the event. The event’s goal is to unite Lewisham youth with Lewisham alumni in open conversation on food and future pathways. A successful event will see connections made across generations, cultures and backgrounds. Book readings Continued book readings promoting good citizenship, identity and social cohesion. Netted £80 from ticket sales to one such event where our book readings were part of a wider Halloween themed fun day. Grant making activities Grants were made to a mix of animal welfare and community causes. Through

our BAME Maternity initiative we promoted knowledge sharing in support of our charitable objective and grossed £2,080 which will be used to further our charitable objectives including establishing an annual bursary.

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	Achievements against objectives set	Para 1.41	We are proud of what we have achieved this year: We are proud of our response to the COVID pandemic. We made plans to pivot the first Simon Shades Scholarship project online. Our BAME Maternity initiative which spanned webinars and an annual event was delivered online. Our BAME Maternity project has delivered the means to create a new bursary scheme and fund related work.

We are proud to have undertaken book readings promoting good citizenship, identity and social cohesion. We were able to offer an increased number of volunteering opportunities with the Foundation. The volunteers made outstanding contributions and have given favourable reviews of their experience, including citing it as invaluable in taking their next professional step. We have managed to maintain a generous grant programme against the backdrop of severely impacted annual revenues.

		Awareness campaigns We continue to invest considerable time in promoting community cohesion through our various activities.
Performance of fundraising activities against objectives set	Para 1.41	Our fundraising activity grossed approximately one third of what was achieved in the previous year. We were impacted by COVID which nullified our ability to organise and participate in live events, including community and cultural events and epic adventures. Live events have been a major fundraising source. Offsetting this has been our successful pivot online, especially re: our BAME Maternity initiative and the encouraging initial sales of our second children’s book. As a charity we are not reliant on any one big event and have diversified streams of income.
Investment performance against objectives	Para 1.41	N/A
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Cash at the end of the year was £17,074
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The current level of reserves (~£17k) is being maintained to meet existing commitments including funding an annual scholarship and bursary programme; projects delayed by reasons of Covid-19 and the costs of running future events. The Trustees consider the amount is suitably prudent and ensures the Foundation’s ability to meet any unexpected call on its funds to meet an emergency in one of the sectors it supports.
Amount of reserves held	Para 1.22	Cash as above
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional)

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The charity’s principal sources of funds (including any fundraising)	Para 1.47	All funds are raised through donations. In ordinary times the charity’s principal fundraising activities include sports and communal events, dinners, sales of books and associated merchandise, and epic challenges. The pivot online has opened a new fundraising stream: an annual online BAME Maternity Conference.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A - All funds are reserved in cash for future projects
A description of the principal risks facing the charity	Para 1.46	Key person risk – the day-to-day activities principally fall on the Trustees as we have no staff.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	CIO Foundation Registered 13.03.2017
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	We are small and have to intention of taking on additional trustees and therefore have not formulated a procedure in this regard

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Policies and procedures adopted for the induction and training of trustees	Para 1.51	When relevant we will formalise the process for the appointment of new trustees
The charity’s organisational structure and any wider network with which the charity works	Para 1.51
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name	The Brun Bear Foundation
Other name the charity uses	N/A
Registered charity number	1174159
Charity’s principal address	Flat 5 Legion House Old Bromley Road Bromley Kent BR1 4LB

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee(if any)
	Edwin Lampert
	DorothyLampert
	Peter French
	Simon Dartford

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signed on behalf of the charity’s trustees	charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date 2 02/01/2022 Edwin Lampert Edwin Lampert Founder	Edwin Lampert	D Lampert
	Edwin Lampert	Dorothy Lampert
	Founder	Trustee
		03/01/2021

CC16a

The Brun Bear Foundation 1174159 Receipts and payments accounts

For the period from	01.04.2020	To	31.03.2021

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 738 11 180 25 2,080 430 12 100 3 80 3,659 - - - 3,659 232 1,254 997 1,000 236 224 149 510 288 2,332 525 7,747 - - - 7,747	Last year to the nearest £
Book Sales	738	604
Elbi Online Fundraising	11	8
General donations	180	744
Donations from corporates		3,250
MotherBear! FamilyFun Day!		350
BBF Dinners		3,790
Kemnal Manor Memorial Day		621
Gift Aid	25	528
BAME Online Conference	2,080	-
Crowdfunder for second book	430	380
Downham Triple Challenge	12	554
Walk	100	60
Bag	3	-
Book ReadingTicket Sales	80	-
*Sub total*(Gross income for AR)	3,659	10,889

A2 Asset and investment sales, (see table).
	-
	-	-
*Sub total*	-	-
*Total receipts* A3 Payments
		10,889

Postage	232	14
Donation - Animal Asia	1,254	-
Donation - The Albany	997	-
Donation - Kings Meadow	1,000	-
Domain renewal BBF	236	-
Domainpurchase BAME Maternity	224	-
Online transaction charges inc card reader	149	209
Legal/IP services	510	-
BAME Logo Design	288
2ns bkprintingand delivery	2,332
Triple Challenges		72
Travel		5
Illustrator - second book		2,061
Donation - Scholarship		1,000
Donation - Medical Education Trust		1,000
Donation - GOSH		200
Donatin - CommunityFit Bus		250
MotherBear! Admin support & domain costs		574
BBF Ambassador Bear Costume		29
BBF Dinners		3,225
Volunteers	525	-
**Sub total **	7,747	8,639

A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-	-
*Total payments* accounts (SS)
		8,639
		1/3/2022

CCXX R1 accounts (SS)

- 4,088	-	-	- 4,088	2,250
-	- -	- -	- -	- -
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- 4,088	-	-	- 4,088	2,250

CCXX R2 accounts (SS)

1/3/2022

Section B Statement of assets and liabilities at	Section B Statement of assets and liabilities at	the end of the period	the end of the period
Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	How much in account as at 31.03.2021 Details Details *Total cash funds* (agree balances with receipts and payments account(s))	Unrestricted funds to nearest £	Restricted funds to nearest £	Endowment funds to nearest £
		17,074	-	-
		-	-	-
		-	-	-
		17,074	-	-
				OK
				Endowment funds to nearest £
		-	-	-
		-	-	-
		-	-	-
		-	-	-
		-	-	-
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	Signature E Lampert Details Details Details	Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name EDWIN L LAMPERT		Current value (optional)
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				Current value (optional)
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				When due (optional)






				Date of approval
	E Lampert	EDWIN L LAMPERT		03.01.2022

CCXX R3 accounts (SS)

1/3/2022