Trustees, Annual Report Period Start Date 06106123 Period end date 05.04.24 Charity Name: James Burke Foundation R6gistered Charity Number.. 117736 1. Objeclives and Actlvltles The James Burke Foundation exists to promote the physical and mental health of individuals experiencing mental health difficulties. Our mission is delivered Ihrough: Providing support, education, and practical advice to individuals, families, and carers Raising awareness of mental health issues to reduce stigma and encourage understanding Educating the general -public to foster a more compassionate and informed society All of our activities are aligned with our governing documents and designed to deliver public benefit. 2. Summary of the Maln Actlvltle8 During the reporting period, the James Burke Foundation delivered a range of Impactful activities designed to support individuals and communities in underslanding, managing. and responding effectively to mental health challenges. Highlights from the year include: Held g community mental heallh and stigma awareness workshops, reaching over 200 people Delivered 4 public presentations to raise awareness of the impact of mental health issues and suicide Provided 7 one-to-one support sessions to individuals, families, and carers affected by mental health difficulties or bereavement Collaborated with 4 external organisations to deliver early intervention talks and
training Facilitated 5 mental health awareness training courses, recruiting and supporting attendees to increaso knowledge and confidence These actlvities have played a significant role In reducing stigma. improving resilience, and building stronger support networks throughout our community. Feedback from particlpants has been ovemhelmingly positlve, with many people reporting increased confidence, understanding. and emotional wellbelng because of their involvem@nt. Moreover, these efforts have enabled recipients to seek medical Intervention at an earlier stage, helplng to reduce the progression of illness. Many individuals have also applied the knowledge gained to support friends, family, and others wlthin their wider communities, amplifying the posltive impact of our work. In all the work carrled out, full regard was and contlnues to be paid to the Equality Act 2010. Our community-based approach has enabled us to build meaningful relatlonships wlth mlnoritlsed communities who are typically less likely to access fonnal mental health service8, helping to close gaps In access. trust, and understanding. The Trustees have kept in mind and fully adhered to the Charity Commission's guidance on publlc benefit at all trustee meetlngs and In all activities carried out by the Foundation. Looklng ahoad, our strategic prlorities for the coming year include: Expanding early intervention training into sGhools, colleges, and communlty organisations Developing new p8er-support programmes Strengthening partnerships with local services Securing additional funding to support long-term suslainability Recrulting and tralnlng additional volunteers Theso goals will guide our next steps as we continue to respond to growing ommunity needs and deepen our Impact across all areas of our work.
2A. Respondlng to the Ongoing Impact of COVID-19 Although the aGUte phase of the COVID-19 pandemic has passed, its long-term effeGts continue to impact individuals and communities, particularly in relation to mental health and emotional wellbeing. Throughout the reporting period, the James Burke Foundation has responded to these ongoing needs by: Creating aGcessible opportunities for people to reconnect, share experiences, and build resilience Supporting individuals experiencing delayed trauma, grief, and anxiety resulting from isolation, loss, or servico disruption during the pandemic Engaging with communities disproportionately affected by both the pandemic and wider systemic barriers to mental health support These actions have helped reduce isolation, provided vltal early support to those at risk, and fostered a greater sense of hope and connection. Many individuals reached through our programmes reported that Ihey had not engaged with any other services since the pandemic, highlighting the importance of our local, approachable, and inclusive delivery model. Thls targeted support continues to be a vital element of our work, and we remain committed lo meeting the evolving needs of our communities as they navigate recovery. 3. Financlal Review Income and Expenditure: During the year, the Foundation received a total income of £2,574, which supported the delivery of programmes, resources, and outreach. Expenditure remained in line with our charitable objectives and was used primarily for direct project costs and essential support to beneficiaries. Reserves Policy.. We aim to maintain unrestricted reserves to ensure the continuily of our services. At year end, our free reserves stood at £9,575, which provides a modest but stablo foundation as we seek to grow and expand our impact in the coming year. Funding Sources: We are deeply grateful to our funders and supporters who made our work
possible in 2024-25. These include: Individual donors and community fundraising contributors Volunleers who generously gave their time and energy- whelher by running events, gaining sponsorships, growing moustaches, or walking to raise funds for our cause Your dedication and generosily are at the heart of everything we do. 3A. Revlew of the Charlty's Flnanclal Posltlon at the End of the Perlod At the end of the reporting period, the James Burke Foundation remains in a stable financial position, with a y6ar-end balance of £9,575 in free reserves. Th15 reflects careful management of resources and effective fundraising activity throughout the year. The total income received during the period was £2,574, generated through individual donations, community fundraising, and the generous support of volunteers. All funds were directed toward delivering charitabl@ activities in line with our objectives. All funds raised hav@ been used to further the charitable objectives of the organisation. The Foundation continues to oporate with low overheads, ensurlng that the majority of funds are directed to frontline impact. The Trustees are satisfied that the charity remains financially viable and capable of meeting its short-temi obligations. They also recognise the importance of securing additional income lo support sustainability, service growth, and volunteer development. The Trustees will continue to review the charity's financial position regularly and take all necessary sleps to safeguard its future. Statement on Reserves Policy: We do not have a formal reserves policy. The charity currently has no financial liabilities other Ihan one month's notice for the office rent, which is expected to be terminaled in the coming year.
- Structure, Governance and Management The James Burke Foundation is constituted as a Charitable Incorporated Organisation (CIO) and operates under a Foundation Constitution Document. Type of Governing Document.. Foundation Constitution Document How is the charity constituted? The charity is Gonstituted as a Charitable Incorporated Organisation (CIO). Trustee Selection Methods: Trustees are elected on a rolling Ihree-year basis and can serve more than one term. The Chair has the authority to appoint trustees outside the nom181 election cycle when there is an additional need. This allows the Foundation to bring in specific skills or expertise as required.
- R18k Management The Board regularly reviews strategic 8nd operational risks. Key risks this year have included: Sustainable funding, addressed through active grant-seeking and donor engagement Volunteer wellbeing and r8tention, supported through training and flexible roles Safeguarding and governance, maintained through up-to4ate policies and regular review All policles are in place and reviewed annually to ensur8 safely and accountability.
- Plans for the Future Our strategic priorilies for the coming year include.. Expandlng early intervention training into schools, colleges, and community organisations Developing new peer-support programmes to offer lived-exporience-led support for those affected by mental health issues Strengthening partnerships with local services to enhance community reach and referral pathways
Securing additional funding to support long-lerm sustainability and the growth of our impact Recruiting and training additional volunteers to ensure we can meet increasing demand for our services These goals reflect our commitment to building capacity, deepening our impact, and ensuring that everyone affected by mental heallh challenges can access timely, compassionate, and practical support. 7. Statement of Trustees, Re8ponsibilitie8 Th8 Trustees are responsible for preparing the Trustees, Annual Report and Financial Stalements in accordance with the Charities Acl 2011 and the charity's constitution. They confirm that the financial slalements give a true and fair view of the charity's affairs and have been prepared in line with relevant guidance. 8. Trustees and Reference Informatlon Board of Trustees during the year: Sharon Burke - Ann Preston Bridget Pearson- Treasurer Paul Abraham - Secretary12nd Treasurer - Warren Smith Gina Greonley Paul Ratcliffe- Chair - Adam Forber Registered Address.. Available on request Independent ExaminerlAuditor'. Not applicable
- Declarations The Trustees declare that they have approved the Trustees, Annual Report. Signed on behalf of the Trustees: Signature: FullName: . Position: 6 Date: Signature.. Full Name.. Posllion: Date:
(HARITY COMMISSION I.'OR ENGLAND ANO WALES Receipts and payments accounts CC16a For the perlod from To 0610412023 orJ10412024 Section A Receipts and payments Unrestrlctad funijs R85trl¢ted funds Endowment funds Total fund5 Last year lo tho nTrDroBt lo tho iitsAr081 £ to tlie ngarost E A1 Rgcelpts Amazon Europe Wilh Our Compllmfrnis18arcl8y51 en $1gvoilS Paul Glv• as YO Ll 13 700 200 205 1.456 Yoo 200 205 1,456 ross Income AR? Z,574 2,5Y4 4500 8set an (See tablg1- nvestment sa Total recelpts Z,574 A3Pa gnls l.oed. Clly Counr.11 Rlr.oh Mayfslr Group 230 430 4.9ty5 230 43B Sub total 5.G63 A4 A8set and Investment urchases se& tab18 Sub total Totol payments 5,663 5,fj63 50 Net of reCeIpt[payMentS) A5 Transfer8 bgtwoon funds AF ¢8sh funds last yoar end Cash funds thls year end 3,089 3,00 4,530 3,089 3,089 4, Jf30 CGXX R1 accounts ISSI 2010512025
Section B Statement of assets and.liabilities at the end of the period Unrestricted funds to noarast £ Restricted funds to nr&t £ Endowment funds to nearest £ Categorie5 Detalls B1 Cash funds Total cash funds 9,575 lagreg bH1once9w 1pcalp19A1 aCc4un5jl Unrestrlcted funds to n•8rfr81 £ Ro¥lricted fundg Endowmènt funds to Maro6t£ Detalls lo nearest£ B2 Other monetary assèts Fund towhl¢h Detall8 Co81 Iopiionall Curroni valuo Fund lo whlch ats8•t bolon Dèt&lls Coat loptlonall Current valug B4 A86et$ rgtolned for th• charlty's own use Fnd lo whlch relate Amount dué onal Whbr* du• Detalls B5 Liabilitiés Slgn8d by one or two Irusteeg On b8half of all the trustees SkJnature Print Name Dale of roval Paul Abraham Sharon Burke CCXX R2 accwnts Issi 2010512025