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





|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Main activities – see para 1.20 for added<br>detail.<br>1. Continued sales of children’s books<br>2. BAME Maternity project/Conference<br>3. Support delivery of monthly early<br>pregnancy evenings at Lewisham<br>Hospital<br>4. Responding to Covid-19<br>5. Expanded volunteer programme<br>6. Second Simon Shades Scholarship<br>Awarded<br>7. Overseas and other Epic Adventure<br>Fundraising Programmes developed<br>And the following donations:<br>1. Wellbeing Wallets<br>2. Kings College Maternity Award<br>3. WildBear Award Established|
|---|---|---|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|Confirmed: The Trustees are familiar with<br>and have regard to the Charity Commission<br>Guidance as detailed in: “Public Benefit:<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Children’s Book Sales Continue**<br>Sales of our two children’s books provided<br>much needed fundraising income and also<br>supports our programme of book readings<br>which promote good citizenship, identity and<br>social cohesion.<br>**BAME Maternity Online Academy project**<br>**initiated. Second Annual event delivered.**<br>**Volunteer on a monthly basis to support**<br>**delivery of Lewisham Hospital Early**<br>**Pregnancy Evenings**<br>Pursuant to our charitable objective to<br>relieve sickness and prevention of good<br>health through medical research into infant<br>and childhood illness, the charity continued<br>to deliver and expand its BAME Maternity<br>programme. This initiative highlights<br>maternity issues facing diverse communities<br>with programming led by Helen Knower,<br>Director of Midwifery, Lewisham and<br>Greenwich NHS Trust. In its second year, a<br>number of well-received webinars were<br>delivered, work began on delivery of an<br>online academy and a second annual online<br>conference delivered. Time on a monthly<br>basis is also given to support delivery of<br>monthly online early pregnancy evenings.<br>This work promotes shared learning and<br>best practice and reaches an audience<br>spanning midwifery, the wider medical<br>profession, Maternity Voice Partnerships,<br>policy makers, social workers, charities and<br>crucially a diverse range of communities<br>from within the Boroughs of Lewisham and<br>Bromley and far beyond.<br>**Simon Shades Scholarship**<br>The second Simon Shades Scholarship<br>awarded. This saw a cocktail event held at<br>Oxford University which raised funds and<br>promoted awareness of the charity. It also<br>created a volunteering opportunity for a<br>Lewisham based student who continues to<br>volunteer.<br>**Book readings**<br>Continued book readings promoting good<br>citizenship, identity and social cohesion.<br>**Grant making activities**<br>Grants were made in support of wellbeing<br>wallets at Lewisham Hospital and the<br>Kings College Maternity Award funded<br>which recognised outstanding<br>undergraduate research into issues<br>facing marginalised and vulnerable<br>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. 

## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

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**<br>We continue to invest considerable time in<br>promoting community cohesion through our<br>various activities.|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|Our fundraising activity was more or less in<br>line with the previous year. Both years felt<br>the impact of Covid-19  which<br>compromised our ability to organise and<br>participate in live events, including<br>community and cultural events and epic<br>adventures. Live events have been a<br>major fundraising source. Offsetting this<br>has been our successful pivot online,<br>especially re: our BAME Maternity initiative<br>and sales of our books and continued<br>innovation when it comes to fundraising<br>initiatives and charitable giving in line with<br>our objects. As a charity we are not reliant<br>on any one big event and  have diversified<br>streams of income.|
|Investment performance<br>against objectives|Para 1.41|N/A|
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Cash at the end of the year was £17,352|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|The current level of reserves (~£17k) are<br>being maintained to meet existing<br>commitments including funding an<br>expanded programme of annual awards;<br>projects delayed by reasons of Covid-19<br>and the costs of running future events. The<br>Trustees consider the amount is suitably<br>prudent and ensures the Foundation’s<br>ability to meet any unexpected call on its<br>funds to meet an  emergency in one of the<br>sectors it supports.|
|Amount of reserves held|Para 1.22|Cash as above|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|All funds are raised through donations. In<br>ordinary times the charity’s principal<br>fundraising activities include sports and<br>communal events, dinners, sales of books<br>and associated merchandise, and epic<br>challenges. The pivot online has opened a<br>new fundraising streams which we expect<br>to make a positive contribution as they<br>come online in parallel with a return to live<br>events.|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46|N/A - All funds are reserved in cash for<br>future projects|
|A description of the principal<br>risks facing the charity|Para 1.46|Key person risk – the day-to-day activities<br>principally fall on the Trustees as we have<br>no staff.|
|Other|||





## **Structure, Governance and Management** 

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



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51|When relevant we will formalise the<br>process for the appointment of new<br>trustees|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any<br>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<br>Old Bromley Road<br>Bromley<br>Kent BR1 4LB|





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Edwin Lampert||||
||DorothyLampert||||
||Peter French||||
||Simon Dartford||||
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## – 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<br>held in this capacity|N/A|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>from the charity’s own<br>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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**<br>2<br>15.01.2023<br>Edwin Lampert<br>Edwin Lampert<br>Founder|<br>Edwin Lampert|Dorothy Lampert|
||<br>Edwin Lampert|Dorothy Lampert|
||<br>Founder|Trustee|
|||03/01/2021|



