**The Steve Burne Charitable Trust**
# **Trustees Report and Financial Statements for the year ended 31 May 2023**
## **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 Reserves .................................................................................................................... 2 Trustees’ responsibilities in relation to the financial statements ................................. 3 Independent Examiners Report to the Trustees of the Steve Burne Charitable Trust 4 Receipts and Payment Accounts for the year ended 31 May 2023 ............................ 5 Statement of Assets and Liabilities as at 31 May 2023 .............................................. 6 Notes to the accounts ................................................................................................. 7
**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. Local charities were also supported during 2022/2023 and these were Cloverlea Primary School, The Joshua Tree, Cash for Kids, two local Food Banks and Wood Street Mission.
During the year the charity gave out donations totalling £83,794.
## **Financial Review**
At the year end the charity had total funds of £34,396. During the year it received donations totalling £127,383 from organisations, individuals and fund-raising events. The Trustees would like to thank all those who have donated.
## **Plans for the Future**
It is hoped to hold another Golf Day during 2024 and a Ladies Lunch or Gala Dinner in early 2025. Other fundraising events will take place throughout the year but details of these are not yet confirmed.
## **Reserves**
At the end of the financial year the Trust held reserves of £34,396. 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 22 November 2023 and signed on their behalf by:
## Lisa Poole
Lisa Poole (Dec 8, 2023 14:42 GMT)
**Lisa Poole** Chair
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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 2023.
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.
## **Emma Willder, FCMA, CGMA, CG(Affiliate)**
Beyond Profit Ltd G104 Bolton Arena Arena Approach Horwich Bolton BL6 6LB
Date: 8 December 2023
**The Steve Burne Charitable Trust**
## **Receipts and Payment Accounts for the year ended 31 May 2023**
**----- Start of picture text -----**
31 May 2023 31 May 2022
Unrestricted Unrestricted
Notes funds Total funds funds Total funds
£ £ £ £
Receipts:
Donations 2 127,383 127,383 79,714 79,714
Total 127,383 127,383 79,714 79,714
Payments:
Cost of raising funds 3 46,096 46,096 27,588 27,588
Direct Charitable Expenditure 4 83,794 83,794 53,873 53,873
Management and Administration 5 1,211 1,211 2,518 2,518
Total 131,101 131,101 83,980 83,980
Net receipts/(payments) (3,718) (3,718) (4,266) (4,266)
Cash funds at 31 May 2022 38,114 38,114 42,379 42,379
Transfers between funds - - - -
Cash funds at 31 May 2023 7 34,396 34,396 38,114 38,114
**----- End of picture text -----**
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**The Steve Burne Charitable Trust**
## **Statement of Assets and Liabilities as at 31 May 2023**
**----- Start of picture text -----**
Section B
Balance sheet 31 May 2023 31 May 2022
Unrestricted Unrestricted
Notes funds Total funds Total
£ £ £ £
Cash Funds
Cash at bank 34,396 34,396 38,114 38,114
34,396 34,396 38,114 38,114
Represented by:
Unrestricted funds 7 34,396 34,396 38,114 38,114
34,396 34,396 38,114 38,114
**----- End of picture text -----**
The financial statements were approved by the Board of Trustees on 22 November 2023 and signed on their behalf:
## Lisa Poole
Lisa Poole (Dec 8, 2023 14:42 GMT)
## **Lisa Poole** 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
Golf Day
Individual donations
March Through March
Insider Award|**Unrestricted**
**funds**
**2023 Total**
**funds**
**2022**
**Total funds**
**£**
**£**
**£**
737 737 3,445
33,373 33,373 3,990
83,178 83,178 38,313
10,095 10,095 29,911
-
- 635
-
- 3,420
**127,383 127,383 79,714**
**#REF!**
#REF!|
|---|---|
## **3) Cost of raising funds**
|General donations
Ladies Lunch
Golf Day
March Through March
Insider Award||**2023**
**2022**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**£**
**£**
1,008 1,192
10,592 3,488
34,496 22,720
- 17
-172|
|---|---|---|
||||
||||
||||
||||
||||
|||**46,096 27,588**|
## **4) Donations given**
|Ronald McDonald House Manchester
Cash4Kids
The Joshua Tree
Christie Hospital
Cloverlea Primary School
Hope Central
Trafford South Foodbank
Wood Street Mission|**2023**
**2022**
**Unrestricted**
**funds**
**Unrestricted**
**funds**
**£**
**£**
56,000 37,000
794 1,373
1,500 1,500
20,000 10,000
2,000 4,000
1,000
-
1,000
-
1,500
-|
|---|---|
||**83,79453,873**|
## **5) Charity Management and Administration**
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## **The Steve Burne Charitable Trust**
|Advertising
Accountancy Fees
Printing and postage|**Unrestricted**
**funds**
**2023 Total**
**funds**
**2022 Total**
**funds**
**£**
**£**
**£**
385
385 1,535
720
720 720
106
106 264|
|---|---|
||**1,211**
**1,211 2,518**|
## **6) Details of certain items of expenditure**
|Independent Examination
Accounts Preparation|360
360|
|---|---|
||**720**|
## **7) Funds**
|Unrestricted funds
**Total Funds**
Unrestricted funds
**Total Funds**|**Balance at 1**
**Incoming**
**Resources**
**Balance at 31**|**Balance at 1**
**Incoming**
**Resources**
**Balance at 31**|
|---|---|---|
||**June 2022**
**Resources**
**Expended**
**May 2023**
**£**
**£**
**£**
**£**
38,114
127,383
(131,101)
34,396||
||**38,114**
**127,383**
**(131,101)**
**34,396**||
||||
||**Balance at 1**
**June 2021**
**Incoming**
**Resources**
**Resources**
**Expended**
**Balance at 31**
**May 2022**
**£**
**£**
**£**
**£**
42,379
79,714
(83,980)
38,114||
||**42,379**
**79,714**
**(83,980)**
**38,114**||
## **8) Trustees**
The Trustees received no remuneration in this financial year (2022: nil)
Lisa Poole has claimed £1,653 over two separate expense claims during the year for event costs and grant giving. (2022: £1,219). Daniel Burne has claimed £1,760 over five separate expenses claims for costs in relation to the Golf Day (2022: £nil). Adam Burne has claimed £90 on one expense claim for costs relating to the golf day (2022: £nil)
There is no Trustee Indemnity policy in place.
## **9) Related Party Transactions**
There was a grant given to Cloverlea Primary School that would fall under the related party transaction definition.
A grant of £2,000 (2022: £4,000) was given for the purchase of computer equipment, several of the trustee's have familial links to the school community.
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2023-12-08
## SBCT Annual Report fye 31 May 2023 v1
## Final Audit Report
Created: 2023-12-08 By: Emma Willder (emma@beyondprofituk.co.uk) Status: Signed Transaction ID: CBJCHBCAABAAxhM1mMDjBGm64xpOVSc3l5S26lSAFpSU
## "SBCT Annual Report fye 31 May 2023 v1" History
Document created by Emma Willder (emma@beyondprofituk.co.uk)
2023-12-08 - 1:02:05 PM GMT- IP address: 212.139.0.30
Document emailed to Lisa Poole (lisa.poole5@btinternet.com) for signature
2023-12-08 - 1:02:08 PM GMT
## Email viewed by Lisa Poole (lisa.poole5@btinternet.com)
2023-12-08 - 2:40:49 PM GMT- IP address: 82.24.188.227
## Document e-signed by Lisa Poole (lisa.poole5@btinternet.com)
Signature Date: 2023-12-08 - 2:42:18 PM GMT - Time Source: server- IP address: 82.24.188.227
Agreement completed.
2023-12-08 - 2:42:18 PM GMT