## **Charity Commission** ## Charity Commission Annual Return 2021 ## **THE JAMES BURKE FOUNDATION** Charity registration number: 1177836 **Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2021.** ## **Financial period** ## **Financial period start date** 06/04/2020 ## **Financial period end date** 05/04/2021 ## **Income and spending** ## **Income £** £3,242 ## **Spending £** £6,677 **Fundraising - professional fundraiser** **Did your charity raise funds from the public?** Yes ## **Did the charity work with any professional fundraisers?** No ## **Fundraising - commercial participator** ## **Did your charity work with any commercial participators?** No ## **Government contracts** **During the financial period for this annual return, d, id the charity receive income from contracts (other than grant agreements) with central government or local authorities?** No ## **Government grants** **During the financial period for this annual return, did the charity receive income from grants from central government or local authorities?** No ## **Income from outside the UK** **Did your charity receive income from outside the UK ?** No **Spending outside England & Wales** **Did your charity operate outside England and Wales?** No ## **Trading subsidiaries** ## **Did the charity have any subsidiaries?** No ## **Trustee payments** **Did any of the trustees receive any remuneration, payments or benefits from the charity other than refunds of legitimate trustee expenses?** No **Did any of the trustees resign and then take up employment with the charity?** No ## **Employees' salaries** **Did any of your charity's staff receive total employee benefits of £60,000 or more? Select No if your charity does not have any staff , or does not pay any staff.** No **For your highest paid member of staff only, what was the total value of their employee benefits?** **(For example if your highest paid member of staff received £35,000 enter 35000). If you do not have any staff or did not pay any staff, enter 0 (zero)** £0 ## **Volunteers** **How many UK volunteers, excluding trustees, did the charity have during the financial period?** 11 ## **Financial controls** ## **Did your charity review its internal financial controls?** Yes ## **Privacy statement** **Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:** - **you have consented to their release; or** - **we are legally obliged to disclose them; or** - **we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.** **We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:** - **we can lawfully do so; and** - **we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest** **Information we collect about you** **We will use this information:** **To enable us to carry out our statutory functions and duties;** **This will include the following actions:** - **(a) update, consolidate, and improve the accuracy of our records;** - **(b) undertake crime detection and prevention and law enforcement and assist the third** **parties specified above to investigate or prevent crime and carry out law enforcement;** - **(c) data analysis, testing, research, statistical and survey purposes** **Information we receive from other sources.** **Information we receive from other sources** **We may combine this information with information you give to us and information we collect about you.** **We may use this information and the combined information for the purposes set out** ## **above (depending on the types of information we receive).** **We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.** **The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals. As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.** **Please check back frequently to see any updates or changes to our privacy policy.** ## **Declaration** **Your role at the charity (select one):** ⊠ Trustee Sharon **Given names** Burke **Family name** 07967193956 **Telephone number Email** Sharon@thejamesburkefoundation.com 03/02/2022 **Date submitted** **It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.** CHARITY COMMISSION ' FOR ENGLAND AND WALES Receipts and payments accounts CC16a For tho perlod from To 0610412020 0510412021 Section A Receipts and payments Unrestrlctod funds R85trlcted funds Endowment fund8 Total fund5 Last yoar to th• noar88t to the nearast f tD nearest £ to tho nqar•8t £ to tho n•&rfr•l £ Al Recelptg LMDRU FC 606 1,750 349 387 150 606 1,750 349 387 150 Ben Stephens J K￿rnI$ Gupta ross Income or AR) 3,242 3,242 4.5BO 08et an nv85 ment sa es, Total recelpts 3,242 A3Pa ent8 81£ Spac Blz Space Blz Space Nu¢0 Burke Blz Swce 498 498 1.157 414 24U 49ll 3B4 2,988 488 1,157 414 240 498 384 2,588 Blz Sp4¢ Sub total 6,677 6,077 50 A4 Asset and Investm•nt urGha8e8 8eè toblg Sub total 6,67T ,677 50 Net of reGelpts/(paymentsJ A5 Tr&nsfers between fund8 A6 Cash funds last year end Cash funds this year end 3,435 3,435 4,530 3,435 3,435 4,530 CCXX R1 aGcoun15 ISSI 0511212024 Section B Statement of assets and liabilities at the end of the period UnTe5tricted funds to noorfr9t£ RestTi¢ted funds to nearo8t £ Cat&gorio.8 Endowment fund5 lo noaroit£ Deta115 B1 Cash funds Total cash funds 19,066 lagreebBl8nEuswlth rgcglpi8and 4ULYJrtlsll UnM$trlctod funds to noaM&t£ Ro8trlcled funds to nparo¥1 £ Endowment funds to no¥r•st É D@tAII8 B2 Other monètary assets Fund to whloh Ill•1 bfjlon Dotalls Cost lopllovall C￿rront valu4 DotHIIy Fund towhl¢h ••ol belon urronl valu& ¢oBI Iopiity)•ll 84 A88ets r8talnod for thg ¢harlty'$ own usa Delalls Fund to whlcfv mla Amount du8 Wlipn du B5 Llabilitlgs Slgned by one or tru51ees on b&h811 of all the truste&8 Signature Print Name Oate ol roval Paul Abraham Sharon Burke CCXX R2 8CCDunts ISSI 0511212024