The Stev6 Burne Charltable Trust itydJ The Steve Bume CHARITA8Le TAUST Trustees Report and Financial Statements IT ..Jl for the year ended 31 May 2024 Registered Charity Number: 1178959 The Steve Burne Charltable Trust Contents Trustees and Administrative Details........................................................................... Structure. Govemance and Management.................................................................. Public Benefit..... Objectives and activltles. Flnanclal Revlew. Plans for the Future.................................................................................................... Reserves...................................................................................... Trustees, responsibilities in relation to the financial statements................................. Independent Examiners Report to the Truste88 of th8 Steve Burn8 Charitable Trust 4 Recelpts and Payrnent Accounts for the year ended 31 May 2023............................ statemont of Assets and Llabilltl8s as at 31 May 2023............................................., Notes to the accounts.. The Stov• Burne Charltabh Trust Trustees and Administrative Details .r.k Trustees Lisa Poole Daniel Bume Adam Bume Eduard Bredenhann lan Desmond Shery Registsred Office 26 HazeFwood Road Wilmslow Cheshire SK9 2QA Bankers Natwest 19 Market Street Manchester M11WR rog Jl4i.?-. Solicitors JMW Solicitors LLP 1 Byrom Place Spinningfields Manthesler , M3 3HG Ilj iuq'4J2 IJYS ".ien.J"71 lis '4Jeai4anS!I 9-. /Y .-JPk cilsin_c isjj i".JN ljj ,ki} Independent Examiners Beyond Profit Ltd G104 Bolton Arena OC,.- 0,1] rffl,'"IIElvi af40 Arena Approach HO￿lich Bolton BL6 6LB 11 rt76? * 1,. .Xii8j".)A yJi- ".rl- iJ( 56jV3}I IGS IJ iirs GLliJ¥l.lor.' ,4.%)L 9vC. .n rr-( .' l. Gi'j dEJ£'. IUiu4 J.: J 251bsJ ,- 01sb Ll-,.I c.. .'gk *•. 976 .Q:'4121 il ))'IO Qn .Sl':"(Ab 3rlJ KL L.. , r &r,'. 4nl In rJninn.i ti The Steve Burne Charitabk Trust Structuro, Governance and Management The charity is a regist8r8d charity arKJ is overseen by a Board of Trustees which meets at least three times a year. Trustees are appointed by resolution passed at a Special meets"ng. Public Benefit The charity was f￿nded in 2018. The object of the d)arity is for such charitable purposes for the public benefft as are exdusivety charitable according to the laws of England and Wale8 as the Trustees may from time to time detemine. In planning and delivering the charitsble aim. Ihe Trustees confirm that they have corn￿1ed with the duty in Section 4 of the Charilies Act 2011 to have due regard to public benefrt guidance by the Charity Commission in de5ivering the activities undertaken by the Charity. Objectives and activities The charity was founded by Stephen Bume in Febwary 2018 arKI has general charitsble 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 mainty Ronald McDonald House Manthester and the Christie Hospital where Stephen was (2red for so well during the whole time he was undergoing gruelling treatment. LoGal charities were also supported during 202312024 and these were The Joshua Tree. Cash for Kids. Bliss (National Charity for Newbom) and Hope Central a local Food Bank During the year the charity gave out donations totalling £70,200. Financlal Revlew At the year end the charity had total furKls of £25,545. During th8 year it received donations totalling £101.194 from organisations. individuals and fun&raising events. Trustees would like to thank all those hav8 d(￿ated. Plans for th• Future It Is hop8d lo hold anolher Golf Day durirvJ 2024 and a Ladies Lunch or Gala Dlnn8r in early 2025. Other fundraising events will take place throughout the year but detsils of these are not yet confimed. Reserves At the end of the financial year the Trust held reserves of £25.545. It is the Trustees intcntion that a minimum Icycl of rcJcrY¢) k h¢ld t4? Ihc Ghurity haa no on90in9 expenses or commitrnents and plans to distribute all income generated with the exception of the amount required to ensure that proper running of the tharity. The Steva Burne Charltabl• Trust Trustees, responsibilltles in relation to the financial statements The charity trustees are responsible for preparing a trustees, annual report and financial statements in accordan￿ with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounts'ng Practice). The law applicable to chariti@s in England and Wales requires the charity trustees to prepare financial statements for each year whlch give a true and fair vlew of the stale of affairs of the charity and of the incoming resources and application of resoU￿es, of the charity for that perlod. In preparing the financial statements. the trustees are required to: select suitable accountlng pollcles and then apply them conslstently., observe the methods and principles in the applicable Charities SORP; make judgements and estimates that are reasonable and prudent state whether applicable accountlng standards have been followed, subject to any material departures that must be disdosed and explained in the financial statements; prepare the financial statements on the going concem basis unless it Is inappropriate to presume th8t the charity will contlnue in business. The trustees are responsible for keeping proper accounting records that disdose with reasonable accuracy at any time the financial position of the chartty and to enable them to ensure that the finan¢lal statements cornply with the Charities Act 2011, the applicable Charities (Accounts and Reports) Regulations, and the provislons of tha Trust deed. They are also r8sponslble for safeguarding the ass8ts of the charity and taking reasonable steps for the prevention and detection of fraud and other Irregularltl88. The trustees are responslble for the maintenanc8 and Integrlty of the charity and financial Infonnatlon Included on the charity's webslte in accordance with leglslation in the United Klngdom governing the preparation and dissemination of financial statements. Approved by the trustees on I q. l . and signed on their behalf by: Llsa Poolé Chair Tho Stova Bume Charftable Trust Independent Examiners R8port to the Trustees of the Steve Burne Charitable Trust I report to the trustees on my axamination of the accounts of the Steve Burne Charitabla Trust (th8 Charity) for the year ended 31 May 2024. Responsibilltlès and basls of report As the charity trustees of the Trust you are responsible for the preparatlon of the accounts in accx)rdance with the requirements of the Charities Act 2011 (Ihe Acf). I report in respect of my examlnation of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed 811 the applicable Directions given by the Charity Commission under section 145(51(b) of the Act. Independent examiner's ststement I have completed my 8xamlnatlon. I confirm that no materlal matt8rs hsv8 come to my attention in connectlon wlth the examination giving me cause to believe that in any materlal respect: Accounting records were not kept In respect of the Trust as required by sectlon 130 of the Act., or The accounts do not accord with those records. I have no concems and have come across no 0th8r matters In connectlon wlth the examination to whlch attention should be drawn in this report in order to enable proper understandlng of the accounts to be reached. Emma Wllld•r, FCMA, CGMA, CG(Afflllate) Beyond Profit Ltd G104 Bolton Aren8 Arena Approach Horwich Bolton BL6 6LB Date.. 22/112c25 The Steve Burne Charftabl• Trust Recelpts and Payment Accounts for the year ended 31 May 2024 31 2024 31 2023 funds Dcnatlons Tot•1 101216 101.210 101210 127.383 Cost ￿ raI￿￿j fuwJB Direct Charitat4tr Ewthtyre agerrth atmj Adrrinlstraoon Tof•l .181 ¥181 70,21XI 46.￿ K096 1,211 131,101 110.066 110.066 131101 Nèt rK01￿(PlY1IWnts1 11850) 117181 147181 Cash fimt* •t 31 May 2022 Cash •t31 Al4y 2023 34,396 ¥396 38.114 30.114 The Stsve Burno Charitable Trust Statement of Assets and Llablllties as at 31 May 2024 *)24 31 2023 N*Xo6 ￿nd0 Cash Fund• Cash at ba 25.546 34,3 34,396 34.396 The flnanclal statements wer6 approved by the Board of Trustees on I q . I. and signed on th 'r behalf: Ll8a P Chair Tha Steve Burne Charftable Trust Notes to the accounts 11 Re¢elpts and Payment accounts Receipts and paymenls acc*)unls are ststements that summarise the movement of cash into and out of th8 organisation during the financial ygor. In this contexl"cash' includes cash gqulva1￿ts. for example, bank aeeounls ￿ere ¢#sh can be readily bmthdrawn lo pay for debts os they become due. 2) Grants and Oonatlons Unrestrlthd fvnds 2024 Total fund8 2023 Total fund• Corporate donatic Ladle$ Lunch Golf Day Indlvidual donatlon8 737 33.373 83,178 19,149 68,249 19,149 68,249 13,818 101216 101218 127 383 3) Cost of rnl•lng fund¥ 2024 2023 , Unregtrfcled Unrestrfd•d fund# L,ri fund8 General donatic Ladle8 Lunch Golf Day 679 1,622 1,008 10,592 34 496 rl urJ%oJI x3 bDL$4 IBln r 41 Donatlon$ gl¥•n 2024 2023 Unrastrlcted Unrnstrlcted funds funds 0*1 'Il VJ, ,1 46,000 pi I vii-. I￿1￿)1(1 I 1,500 1sL.L 1,5CK) Jrty,. 1,500 10,0(X) oy K 20,000 2.000 1,000 Ronald McDonald Hou8e Manthg$t8r Ca8h4Kids The Joshua Treo Chrlstle H￿pital Cl(w8dea Primary SchLTh)I Hopg Central BLISS Trafford South FLX)dbank WcKxl Street Mlsslon Imii, juè 1,(hXI 11 Ythi 200 1,000 91A4¥ .11 5) Charity Management and ￿MInIstratIon The Steve Burne Charltable Trust UnrgstriGtod funds 2024 Totsl funds 2023 Totsl funds Advertr6iThJ Accountancy Fees prtntlng and wstage Merchandise Oth8r Adminlslration 285 720 106 720 720 50 1.2S6 1.659 1,256 1,659 6) Dotalls of certaln ltsms of expendltur• Independent Examlnatlc Accounts Preparab'on 360 720 n Funds Balance •t 31 May 2024 In￿rnIng R•sourc EX￿nded Jun• 2023 Unr•slrict8d fvnds Total Funds 101 216 101216 Balanca at 31 May 2023 8alanc• at 1 Jun• 2022 Incomlng Ro￿urC RI￿UrG•S EX￿ndfjd Unre8lrfcted fund8 Tolal Fund¥ 127 383 127 383 131 101 131101 n TIu8t••8 The Tru81ees rece￿*8￿ no remuneratlon In th18 fln8nclal yaar12023.' nlll Liso Poole has claimed £2,329 over fiv6 8eparal& &xpen8e claims during tha year for event costs and grant g6vlng.12023: £1,653). Daniel Bume has d8imed £276 over three separate expenses laims for costs in relallon lo the Golf Day12023." £1,760). Ad￿ Bume has daimed £109 on one expense claim for costs relating lo th9 goff day {2023.' £901. lan Shrfry has daimed £1,117 on one expanse ciairn for ￿sIS In relatlon to the Golf Day {2023'. £nil). There is no Trustee Ind8mnlty policy in place. 8) R•l•¢gd Party Tran8actlon8 There were no relate(I paty tran8actions in year pertod (2023.. £2,000)