Trustees’ Annual Report for the period
From 1 April 2022 Period start date To 31 March 2023 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. Entered into collaboration with Royal College of Midwives to highlight unsung heroes on the maternity frontline 5. Supporting literacy and creative writing for school pupils in Lewisham 6. Responding to COVID 7. Expanded volunteer programme 8. Overseas and other Epic Adventure Fundraising Programmes developed 9.Resumption of supper club programme 10. Annual Golf Day launched And the following donations: 1. Great Ormond Street Childrens Hospital 2. Time and expertise in the Borough 3. Groundwork to develop revenue streams in support of enhanced grant making as the world emerges from Covid |
|---|---|---|
| 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. Entered into collaboration with Royal College of Midwives to highlight unsung heroes on the maternity frontline 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. It delivered a number of well-received webinars. Work continued on development of an online academy, which has had to be re-started from scratch, with an entirely new team, after the original site was hacked and compromised. Late payments relating to the second annual online conference were recovered. 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. The charity was invited by the Royal College of Midwives to join the judging panel for two Race Matters Unsung Hero Awards, which honour and celebrate extraordinary individuals from diverse and vulnerable communities that work in the field of maternal health. Candidates include – but are not limited to – midwives, student midwives, maternity support workers and higher education institution staff. These individuals often go above and beyond the call of duty and deserve recognition for their hard work and dedication. These awards ultimately recognise exemplary service delivery, education that promotes collaborative and culturally sensitive working |
that results in higher standards of care for all service users throughout pregnancy, birth and the postnatal period. Book readings/supporting literacy and creative writing in for school pupils in Lewisham Continued book readings promoting good citizenship, identity and social cohesion. We were invited by a Lewisham based community centre to deliver a creative writing workshop for local school children Grant making activities Grants were made in support of Great Ormond Street Hospital. Overseas and other Epic Adventure Fundraising Programmes developed We announced our first overseas Epic Adventure to Albania and fielded strong interest. However, COVID and apprehension travelling post COVID meant that the trip had to be deferred. We also worked with a volunteer to develop an Epic Adventure to the west coast of Scotland and completed a dry run in preparation for launching. Other ideas continue to be incubated and there is optimism that as the world comes out of COVID they will come to fruition. Resumption of Supper Clubs Following a lengthy COVID-induced hiatus the period saw us hold a sold out vegetarian gourmet supper club in partnership with a former Great British Bakeoff winner. Annual Golf Day launched In anticipation of a post-COVID world – and the fact golf is one of the few COVID friendly activities – the charity launched an annual golf day to take place June 2023. Advanced sales during the reporting period were steady and augur well for the event.
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 pandemic and that we not only sustained in the face of unprecedented COVID challenges but sought to extend our reach, notably through the partnership with the Royal College of Midwives and our continued participation in communal activities such as Lewisham Hospital’s Online Early Pregnancy Evenings as well as deliver of a creative writing workshop for young people in Lewisham. We continued to innovate, prime example being the work on the online academy and epic adventures. We are proud to have been able to offer 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 shown tremendous resilience against the backdrop of severely impacted annual revenues. Uptake of the March Supper Club as well as pre-sales for the newly launched Annual Golf Day augur well for the future. |
| 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 heavily impacted by COVID 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 continued work to develop online offerings, collaboration with the Royal College of Midwives and sales of our books and determination to continue to innovate 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. Uptake of the March Supper Club and pre-sales in support of the June 2023 Annual Golf Day augur well for the future. |
| Investment performance against objectives |
Para 1.41 | N/A |
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 £17,341 |
| 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 |
Additional information (optional)
You may choose to include further statements where relevant about:
| 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 new fundraising potential 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: |
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|---|---|---|
| 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 |
Additional information (optional)
You may choose to include further statements where relevant about:
| 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 03.01.2024 Edwin Lampert Edwin Lampert Founder |
Edwin Lampert |
Dorothy Lampert |
Edwin Lampert |
Dorothy Lampert | |
Founder |
Trustee | |
| xx/xx/202X |
1174159
The Brun Bear Foundation
Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts
Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a For the period 01.04.2022 31.03.2023 To from
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 582 - 120 - 289 - 1,695 1,700 28 270 - - 187 - 10 5 4,886 - - - 4,886 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 582 120 - 289 - 1,695 1,700 28 270 - - 187 - 10 5 4,886 - - - 4,886 |
Last year to the nearest £ |
|---|---|---|---|---|---|
| Book Sales | 582 | 215 | |||
| Albania Epic Adventure(later cancelled) | - | 1,500 | |||
| Scotland Epic Adventure | 120 | - | |||
| Elbi Online Fundraising | - | - | |||
| General donations | 289 | 303 | |||
| Donations from corporates | - | - | |||
| Oxford Cocktail Event | 404 | ||||
| Supper Club | 1,695 | ||||
| Annual Golf DayUK | 1,700 | ||||
| Gift Aid | 28 | ||||
| BAME Online Conference | 270 | 1,640 | |||
| Crowdfunder for second book | - | ||||
| Downham Triple Challenge | - | ||||
| Walk | 187 | 6 | |||
| Bag | - | ||||
| Postage | 10 | 6 | |||
| Book ReadingTicket Sales | 5 | ||||
| Sub total(Gross income for AR) |
4,886 | 4,074 | |||
| A2 Asset and investment sales, (see table). |
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| - | |||||
| - | - | ||||
| Sub total | - | - | |||
| Total receipts | |||||
| 4,886 | - | - | 4,886 | 4,074 |
A3 Payments
| A3 Payments | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Postage | 21 | - | - | 21 | 23 | ||||
| Epia Adventure Albania Refund | 1,500 | - | - | 1,500 | - | ||||
| Donation - Animal Asia | - | - | - | - | |||||
| Donation - The Albany | - | - | - | - | |||||
| Donation - Kings Meadow | - | - | - | - | |||||
| Domain renewal BBF | 236 | - | - | 236 | 236 | ||||
| Domainpurchase BAME Maternity | 528 | - | - | 528 | - | ||||
| CRM Software | 119 | - | - | 119 | - | ||||
| Online transaction charges inc card reader |
115 | - | - | 115 | 150 | ||||
| Legal/IP services | - | - | - | - | |||||
| Staionery | 13 | - | - | 13 | - | ||||
| BAME Logo Design | - | - | - | - | |||||
| 2ns bkprintingand delivery | - | - | - | - | |||||
| Triple Challenges | - | - | - | - | |||||
| Oxford Travel,Subsistence,Hotel | - | - | - | 182 | |||||
| Oxford eventposters | - | - | - | 44 | |||||
| Donation - Scholarship | - | - | - | 1,000 | |||||
| Donation - WellbeingWallets | - | - | - | 400 | |||||
| Donation - GOSH | 701 | - | - | 701 | - | ||||
| Annual Golf DayOutgoings | 214 | - | - | 214 | - | ||||
| Supper Club outgoings | 760 | - | - | 760 | - | ||||
| Scotland Epic Adventure Outgoings | 190 | - | - | 190 | - | ||||
| Kings College MaternityPrize | - | - | - | 150 | |||||
| Online AcademySoftware | - | - | - | 118 | |||||
| WildBear Award | - | - | - | 1,000 | |||||
| Volunteers | 500 | - | - | 500 | 400 | ||||
| **Sub total ** | 4,897 | - | - | 4,897 | 3,703 |
CCXX R1 accounts (SS)
1/3/2024
1
| A4 Asset and investment | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| purchases, (see table) | ||||||||||
| - | - | - | - | |||||||
| - | - | - | - | |||||||
| **Sub total ** | - | - | - | - | - | |||||
| Total payments | 4,897 | - | - | 4,897 | 3,703 | |||||
| Net of receipts/(payments) | - 11 | - | - | - 11 | 371 | |||||
| A5 Transfers between funds | - | - | - | - | - | |||||
| A6 Cash funds last year end | 17,352 | - | - | 17,352 | - | |||||
| Cash funds this year end | 17,341 | - | - | 17,341 | 371 |
CCXX R2 accounts (SS)
1/3/2024
2
| Section B Statement of assets and liabilities at | 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 | the end of the period | the end of the period | |
|---|---|---|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Total cash funds (agree balances with receipts and payments account(s)) How much in account as at 31.03.2023 Details |
Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
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| 17,341 | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| 17,341 | - | - | |||||
| OK | |||||||
| Endowment funds to nearest £ |
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| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| - | - | - | |||||
| Details Details Details Signature Edwin Lampert |
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 LAMPERT |
Current value (optional) |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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| Edwin Lampert | EDWIN LAMPERT | 03.01.2024 | |||||
CCXX R3 accounts (SS)
1/3/2024
3