**The Steve Burne Charitable Trust**
# **Trustees Report and Financial Statements for the year ended 31 May 2021**
## **Registered Charity Number: 1178959**
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**The Steve Burne Charitable Trust**
## **Contents**
Trustees and Administrative Details ........................................................................... 1 Structure, Governance and Management .................................................................. 2 Public Benefit ............................................................................................................. 2 Objectives and activities ............................................................................................. 2 Financial Review ........................................................................................................ 2 Plans for the Future .................................................................................................... 2 COVID-19 ................................................................................................................... 2 Reserves .................................................................................................................... 3 Trustees’ responsibilities in relation to the financial statements ................................. 4 Independent Examiners Report to the Trustees of the Steve Burne Charitable Trust 5 Receipts and Payment Accounts for the year ended 31 May 2021 ............................ 6 Statement of Assets and Liabilities as at 31 May 2021 .............................................. 7 Notes to the accounts ................................................................................................. 8
**The Steve Burne Charitable Trust**
## **Trustees and Administrative Details**
## **Trustees**
Lisa Poole Daniel Burne Adam Burne Eduard Bredenhann Ian Desmond Sherry
## **Registered Office**
26 Hazelwood Road Wilmslow Cheshire SK9 2QA
## **Bankers**
NatWest 19 Market Street Manchester M1 1WR
## **Solicitors**
JMW Solicitors LLP 1 Byrom Place Spinningfields Manchester M3 3HG
## **Independent Examiners**
Beyond Profit Ltd G104 Bolton Arena Arena Approach Horwich Bolton BL6 6LB
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**The Steve Burne Charitable Trust**
## **Structure, Governance and Management**
The charity is a registered charity and is overseen by a Board of Trustees which meets at least three times a year. Trustees are appointed by resolution passed at a special meeting.
## **Public Benefit**
The charity was founded in 2018. The object of the charity is for such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the Trustees may from time to time determine.
In planning and delivering the charitable aim, the Trustees confirm that they have complied with the duty in Section 4 of the Charities Act 2011 to have due regard to public benefit guidance by the Charity Commission in delivering the activities undertaken by the Charity.
## **Objectives and activities**
The charity was founded by Stephen Burne in February 2018 and has general charitable purposes. The key aim of the Trust is to enable Stephen’s family and friends to keep his legacy alive by raising money and supporting the charities he held close to his heart.
These charities are mainly Ronald McDonald House Manchester and the Christie Hospital where Stephen was cared for so well during the whole time he was undergoing gruelling treatment. Manchester Food Bank was also supported this year in response to their special appeal due to COVID.
During the year the charity gave out five donations totalling £38,300.
## **Financial Review**
At the year end the charity had total funds of £42,379. During the year it received donations of £32,740 from both organisations and individuals. Trustees would like to thank all those who donated.
## **Plans for the Future**
Future plans for fund raising are very much in the air due to COVID restrictions. It is hoped to hold another Golf Day at some time and a Ladies Lunch in October or November 2022.
## **COVID-19**
Fund raiding events were severely affected by COVID restrictions but apart from several on-line efforts by individuals, the charity organised an on-line ‘March for March’ event during March 2021 with donations mainly being given through Just Giving. A limited capacity ‘Golf Day’ was also held on 8[th] October 2020 at Mere Golf Club. Other planned fund raising events had to be put on hold.
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**The Steve Burne Charitable Trust**
## **Reserves**
At the end of the financial year the Trust held reserves of £42,379. It is the Trustees intention that a minimum level of reserves be held as the charity has no ongoing expenses or commitments and plans to distribute all income generated with the exception of the amount required to ensure that proper running of the charity.
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**The Steve Burne Charitable Trust**
## **Trustees’ responsibilities in relation to the financial statements**
The charity trustees are responsible for preparing a trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).
The law applicable to charities in England and Wales requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources, of the charity for that period. In preparing the financial statements, the trustees are required to:
- select suitable accounting policies and then apply them consistently;
- observe the methods and principles in the applicable Charities SORP;
- make judgements and estimates that are reasonable and prudent
- state whether applicable accounting standards have been followed, subject to
- any material departures that must be disclosed and explained in the financial statements;
- prepare the financial statements on the going concern basis unless it is
- inappropriate to presume that the charity will continue in business.
The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provisions of the Trust deed. They are also responsible for safeguarding the assets of the charity and taking reasonable steps for the prevention and detection of fraud and other irregularities.
The trustees are responsible for the maintenance and integrity of the charity and financial information included on the charity’s website in accordance with legislation in the United Kingdom governing the preparation and dissemination of financial statements.
Approved by the trustees on 15/03/2022 and signed on their behalf by:
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**The Steve Burne Charitable Trust**
## **Independent Examiners Report to the Trustees of the Steve Burne Charitable Trust**
I report to the trustees on my examination of the accounts of the Steve Burne Charitable Trust (the Charity) for the year ended 31 May 2021.
Responsibilities and basis of report
As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. The accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
## **Kirsty Thomas**
Beyond Profit Ltd G104 Bolton Arena Arena Approach Horwich Bolton BL6 6LB
Date: 30/03/2022
**The Steve Burne Charitable Trust**
## **Receipts and Payment Accounts for the year ended 31 May 2021**
|**Notes**
**Receipts:**
Donations
2|**Unrestricted**
**funds**
**Total funds**
**£**
**£**
32,741
**32,741**
**31 May 2021**|**Unrestricted**
**funds**
**Total funds**
**£**
**£**
71,849
**71,849**
**31 May 2020**|
|---|---|---|
|Other
**_Total_**
**Payments:**
Cost of raising funds|-
**-**
**32,741**
**32,741**
1,016
**1,016**|-
**-**|
|||**71,849**
**71,849**|
|||9,094
**9,094**|
|Direct Charitable Expenditure
3|42,549
**42,549**|69,030
**69,030**|
|Management and Administration
4|540
**540**|2,490
**2,490**|
|**_Total_**
**Net receipts/(payments)**
**_Cash funds at 31 May 2020_**
Transfers between funds
**_Cash funds at 31 May 2021_**
5|**44,105**
**44,105**
**(11,364)**
**(11,364)**
53,743
**53,743**
-
**-**
**42,379**
**42,379**|**80,614**
**80,614**|
|||**(8,765)**
**(8,765)**
62,508
**62,508**
-
**-**|
|||**53,743**
**53,743**|
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**The Steve Burne Charitable Trust**
## **Statement of Assets and Liabilities as at 31 May 2021**
|**Statement of Assets and Liabilities as at**|**31 May 2021**||
|---|---|---|
||**31 May 2021**
**Unrestricted**
**funds**
**Total**|**31 May 2020**|
|**Notes**||**Unrestricted**
**funds**
**Total**|
||**£**
**£**|**£**
**£**|
|**Cash Funds**|||
|Cash at bank|42,379
42,379|53,743
53,743|
||**42,379**
**42,379**|**53,743**
**53,743**|
||||
|**_Represented by:_**|||
|Unrestricted funds
6|42,379
42,379|53,743
53,743|
||**42,379**
**42,379**|**53,743**
**53,743**|
The financial statements were approved by the Board of Trustees on 15/03/2022 and signed on their behalf:
## Chair
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**The Steve Burne Charitable Trust**
## **Notes to the accounts**
## **1) Receipts and Payment accounts**
Receipts and payments accounts are statements that summarise the movement of cash into and out of the organisation during the financial year. In this context "cash" includes cash equivalents, for example, bank accounts where cash can be readily withdrawn to pay for debts as they become due.
## **2) Grants and Donations**
|Corporate donations
Ladies Lunch
Woodland Wobble
Golf Day
General
Individual donations
Ladies Lunch
Woodland Wobble
March Through March
General|**Unrestricted**
**funds**
**2021**
**Total funds**
**2020**
**Total funds**
**£**
**£**
**£**
-
-
27,248
-
-
19,800
6,120
6,120
-
-
-
5,787
-
-
-
-
-
9,412
-
-
1,618
18,634
18,634
-
7,987
7,987
7,984|**Unrestricted**
**funds**
**2021**
**Total funds**
**2020**
**Total funds**
**£**
**£**
**£**
-
-
27,248
-
-
19,800
6,120
6,120
-
-
-
5,787
-
-
-
-
-
9,412
-
-
1,618
18,634
18,634
-
7,987
7,987
7,984|
|---|---|---|
|||**32,741**
**32,741**
**71,849**|
## **3) Donations given**
|**3) Donations given**|||
|---|---|---|
|Ronald McDonald House Manchester
Cash4Kids
Manchester Food Bank
Christie Hospital|**2021**
**Unrestricted**
**funds**
**£**
33,300
-
-
5,000
**38,300**|**2020**
**Unrestricted**
**funds**
**£**
67,660
370
1,000
-|
|||**69,030**|
## **4) Charity Management and Administration**
|Advertising
Accountancy Fees
Printing and postage
Purchases|**Unrestricted**
**funds**
**Restricted**
**funds**
**2021 Total**
**funds**
**£**
**£**
**£**
-
-
-
540
-
540
-
-
-
-
-
-
**540**
**-**
**540**|**2020**
**Total funds**
**£**
353
450
294
1,393|
|---|---|---|
|||**2,490**|
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**The Steve Burne Charitable Trust**
## **5) Details of certain items of expenditure**
|**5) Details of certain items**|**of expenditure**|
|---|---|
|Independent Examination
Accounts Preparation|**£**
270
270|
||**540**|
## **6) Funds**
|Unrestricted funds
**Total Funds**
Unrestricted funds
**Total Funds**|**Balance at 1**
**June 2020**
**Incoming**
**Resources**
**Resources**
**Expended**
**Balance at**
**31 May**
**2021**
**£**
**£**
**£**
**£**
53,743
32,741
(44,105)
42,379|
|---|---|
||**53,743**
**32,741**
**(44,105)**
**42,379**|
||**Balance at 1**
**June 2019**
**Incoming**
**Resources**
**Resources**
**Expended**
**Balance at**
**31 May**
**2020**
**£**
**£**
**£**
**£**
62,508
71,849
(80,614)
53,743|
||**62,508**
**71,849**
**(80,614)**
**53,743**|
## **7) Trustees**
The Trustees received no remuneration nor claimed any expenses during the year (2020: nil) There is no Trustee Indemnity policy in place.
## **8) Related Party Transactions**
There were no related party transactions.
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