2024-03-31-accounts - The Brun Bear Foundation

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Trustees’ Annual Report for the period

From 1 April 2023 Period start date To 31 March 2024 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. Support delivery of monthly early pregnancy evenings at Lewisham Hospital 3. Entered into collaboration with Royal College of Midwives to highlight unsung heroes on the maternity frontline 4. Continued with the volunteer programme 5. Annual Golf Day delivered 6. Walks to promote charity/charity ethos/ raise funds for charity And the following donations: 1. Great Ormond Street Childrens Hospital 2. Time and expertise in the Borough 3. Donation to One Hand One Dream initiative for Lewisham amputee to rehabilitate / realise dream to become a jockey 4. First tranche of Simon Shades Scholarship Awarded 5. Groundwork to develop revenue streams in support of enhanced grant making
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)”

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SORP reference Policy on grant making Para 1.38 Policy on social investment Para 1.38 including program related investment Contribution made by volunteers Para 1.38 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 continues. Volunteer on a monthly basis to support delivery of Lewisham Hospital Early Pregnancy Evenings. Collaboration with Royal College of Midwives to highlight unsung heroes on the maternity frontline continues Pursuant to our charitable objective to relieve sickness and preservation and protection 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. Work continued on development of an online academy. Time 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 continues its work with 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. Successful delivery of inaugural golf day which delivered funds and raised awareness of the charity and its charitable activities.

Donation to One Hand One Dream initiative for Lewisham amputee to rehabilitate / realise dream to become a jockey First tranche of Simon Shades Scholarship Awarded

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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 coming out the otherside of the COVID pandemic intact and that we continue 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. We continued to innovate, prime example being the work on the online academy and the golf day. 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 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 started to revive having been heavily impacted by COVID which compromised our ability to organise and participate in live events, including community and cultural events and epic adventures. Notable achievements were delivery of two walks and the inaugural annual golf day. The period also saw 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 Annual Golf Day augurs 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 £8,311
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The current level of reserves (~£8k) is being maintained to meet existing commitments and in anticipation of expanded programmes and activities. 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	Funds are raised through donations and delivery of events and book sales. The pivot online has opened new fundraising potential which we expect to make a positive contribution as they come online.
Investment policy and objectives including any social investment policy adopted	Para 1.46	An annual bond of £5,000 was taken out in November 2023. Matures November 2024. The Brun Bear Foundation also established a trading entity in May 2023. The charity injected £5,000 into the new entity.
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:

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	The period saw the resignation of one trustee, and the appointment of a replacement. 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 maychoose to include further statementswhere relevant about:
Policies and procedures adopted for the induction and training of trustees	Para 1.51
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
	Luke Ellis		Appointed November 2023

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

igned on behalf of the	charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc)	Edwin Lampert	Dorothy Lampert
	Edwin Lampert	Dorothy Lampert
	Founder	Trustee

Date

27 December 2024

27/12/2024

The Brun Bear Foun

For the period from

Section A Receipts and payments

A1 Receipts Unrestricted funds to the nearest £	A1 Receipts Unrestricted funds to the nearest £
Book Sales	78
Scotland Epic Adventure	-
General donations	868
Supper Club	-
Annual Golf DayUK	5,583
Gift Aid	226
BAME Online Conference	-
Bank Compensation	125
Walks	224
Postage	-
Book ReadingTicket Sales	-
Sub total(Gross income for AR)	7,104


A2 Asset and investment sales, (see table).
	-
	-
*Sub total*	-
Total receipts 7,104 A3 Payments
Postage	10
Epia Adventure Albania Refund	-
BAMEpromotional leaflets	55
Golf Day promotional leaflets	54
Golf DayTrophies	86
Domain renewal BBF	236
Domainpurchase BAME Maternity	324
CRM Software	72
Online transaction charges inc card reader	91
Golf DayVenue Hire	3,807
Staionery
Golf DayVenue Deposit 2024	250
Four book Sales Tranferred aspaid into wrongaccount	46
Donation One Hand One Dream	202
Oxford Travel,Subsistence,Hotel	-
Oxford eventposters
Donation - Scholarship	500
Donation - GOSH	401
Annual Golf DayOutgoings
Supper Club outgoings	-
Scotland Epic Adventure Outgoings	-
Online AcademySoftware	-
WildBear Award
Volunteers
	-
	-



	-
**Sub total **	6,134

One year fixed bond of £5000year fixed bond of £5000ear fixed bond of £5000 5,000 £5000 capital investment to establish Two Special Bears Trading Ltd Trading Subsidairy ital investment to establish Two Special Bears Trading Ltd Trading Subsidairy ecial Bears Trading Ltd Trading Subsidairy Ltd Trading Subsidairy Subsidairy 5,000

£5000 capital investment to establish Two Special Bears Trading Ltd Trading Subsidairy

A4 Asset and investment purchases, (see table) One year fixed bond of £5000year fixed bond of £5000ear fixed bond of £5000

10.000

A5 Transfers between funds

A6 Cash funds last year end

Total payments 16,134 Net of receipts/(payments) - 9,030 - - Cash funds this year end - 9,030

Section B Statement of assets and liabilities at the end of the period

Categories

Details

B1 Cash funds

Money in accounty 31.

To

(agree balances with

Details

B2 Other monetary assets

Money in one year bon

Details

B3 Investment assets

£5000 capital injection

Details

B4 Assets retained for the charity’s own use

Details

B5 Liabilities

Balance of Simon Shad Future WildBear Award Future RCM Award Future Simon Shades A

Signed by one or two trustees on behalf of all the trustees Signa

ndation

1174159

eceipts and payments accounts

pts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a 01.04.2023 31.03.2024

to the nearest £ - - - - - - - - - - - Restricted funds	Endowment funds to the nearest £ - - - - - - - - - - -	Total funds to the nearest £ 78 - 868 - 5,583 226 - 125 224 - - 7,104	Last year to the nearest £
-	-	78	582
-	-	-	120
-	-	868	289
-	-	-	1,695
-	-	5,583	1,700
-	-	226	28
-	-	-	270
		125
-	-	224	187
-	-	-	10
-	-	-	5
-	-	7,104	4,886

-	-	-
-	-	-	-
-	-	-	-

-	-	7,104	4,886

-		-		10	21
-		-			1,500
				55
				54
-		-		86	-
				236	236
				324	528
				72	119
				91	115
				3,807
					13
-		-		250	-
-		-		46	-
-		-		202	-
-		-			-

				500
				401	701
					214
-		-			760
-		-			190
-		-			-

					500
-		-			-
-		-			-



-		-		-	-
-		-		6,134	4,897

	-		-	5,000
	-		-	5,000

10,000 -

-	16,134	4,897

- - - -	- 9,030 - - - 9,030	- 11
		-
		17,352
		17,341

	Unrestricted funds		Restricted		Endowment
	to nearest £		to nearest £		to nearest £
03.2024		8,311		-	-
		-		-	-
		-		-	-
*tal cash funds*		8,311		-	-
h receipts and payments account(s))		8310	OK		OK

03.2024 *tal cash funds*	Unrestricted funds to nearest £	to nearest £ Restricted	to nearest £ Endowment
	8,311 - - 8,311	- - - -	-
			-
			-
			-
h receipts and payments account(s))	8310	OK	OK
nd 31.03.2024 for subsidiary des Award d Award	Unrestricted funds to nearest £ 5,000 - - - - - Fund to which asset belongs Unrestricted funds Fund to which asset belongs Fund to which liability relates Unrestricted funds Unrestricted funds Unrestricted funds Unrestricted funds	to nearest £ - - - - - - Cost (optional) 5,000 - - - - Cost (optional) - - - - - - - - - 500 800 500 1,000 - Restricted funds Amount due (optional)
			to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
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			When due (optional)

ture Piint Name Date of