2022-03-31-accounts

Trustees’ Annual Report for the period

From 1 April 2021 Period start date To 31 March 2022 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. Continued sales of children’s books 2. BAME Maternity project/Conference 3. Support delivery of monthly early pregnancy evenings at Lewisham Hospital 4. Responding to Covid-19 5. Expanded volunteer programme 6. Second Simon Shades Scholarship Awarded 7. Overseas and other Epic Adventure Fundraising Programmes developed And the following donations: 1. Wellbeing Wallets 2. Kings College Maternity Award 3. WildBear Award Established
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	Children’s Book Sales Continue Sales of our two children’s books provided much needed fundraising income and also supports our programme of book readings which promote good citizenship, identity and social cohesion. BAME Maternity Online Academy project initiated. Second Annual event delivered. Volunteer on a monthly basis to support delivery of Lewisham Hospital Early Pregnancy Evenings Pursuant to our charitable objective to relieve sickness and prevention of good health through medical research into infant and childhood illness, the charity continued to deliver and expand its BAME Maternity programme. This initiative highlights maternity issues facing diverse communities with programming led by Helen Knower, Director of Midwifery, Lewisham and Greenwich NHS Trust. In its second year, a number of well-received webinars were delivered, work began on delivery of an online academy and a second annual online conference delivered. Time on a monthly basis is also given to support delivery of monthly online early pregnancy evenings. This work promotes shared learning and best practice and reaches 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 second Simon Shades Scholarship awarded. This saw a cocktail event held at Oxford University which raised funds and promoted awareness of the charity. It also created a volunteering opportunity for a Lewisham based student who continues to volunteer. Book readings Continued book readings promoting good citizenship, identity and social cohesion. Grant making activities Grants were made in support of wellbeing wallets at Lewisham Hospital and the Kings College Maternity Award funded which recognised outstanding undergraduate research into issues facing marginalised and vulnerable communities.

The WildBear Award was established in partnership with NGO WildLabs and the first award made in support of a Canadian based project, the unanimous choice from a shortlist of 17 high-level applications.

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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 continued response to the Covid-19 pandemic and that we not only sustained our charitable programmes but sought to extend our reach, notably through the WildBear Award, participation in communal activities such as Lewisham Hospital’s Online Early Pregnancy Evenings and continued to innovate, prime example being the work begun on the online academy and epic adventures.

We are especially proud to have undertaken book readings promoting good citizenship, identity and social cohesion. And that 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 was more or less in line with the previous year. Both years felt the impact of Covid-19 which compromised 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 sales of our books and continued innovation when it comes to fundraising initiatives and charitable giving in line with our objects. 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 £17,352
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The current level of reserves (~£17k) are being maintained to meet existing commitments including funding an expanded programme of annual awards; 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

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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 streams which we expect to make a positive contribution as they come online in parallel with a return to live events.
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 15.01.2023 Edwin Lampert Edwin Lampert Founder	Edwin Lampert	Dorothy Lampert
	Edwin Lampert	Dorothy Lampert
	Founder	Trustee
		03/01/2021