2025-05-31-accounts

The Steve Burne Charitable Trust

Trustees Report and Financial Statements for the year ended 31 May 2025

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 .................................................................................................................... 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 2025 ............................ 6 Statement of Assets and Liabilities as at 31 May 2025 .............................................. 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.

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. A local charity was also supported during 2024/2025 and this was Cash4Kids £1000.

During the year the charity gave out donations totalling £57,000.

Financial Review

At the year end the charity had total funds of £45,649. During the year it received donations totalling £132,845 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 2026 and a Ladies Lunch in May 2026. Other fundraising events will take place throughout the year but details of these are not yet confirmed.

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The Steve Burne Charitable Trust

Reserves

At the end of the financial year the Trust held reserves of £45,319. 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

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 and signed on their behalf by: 10/02/26

Lisa Poole (Feb 10, 2026 14:30:38 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 2025.

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 F114 Bolton Arena Arena Approach Horwich Bolton BL6 6LB

Date: 10/02/26

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The Steve Burne Charitable Trust

Receipts and Payment Accounts for the year ended 31 May 2025

May 2025
		Restated
	31 May 2025	31 May 2024
Notes	Unrestricted funds Total funds	Unrestricted funds Total funds
	£ £	£ £
Receipts:
Donations 2	132,845 132,845	102,114 102,114
Total	132,845 132,845	102,114 102,114
Payments:
Cost of raising funds 3	55,208 55,208	36,181 36,181
Direct Charitable Expenditure 4	57,000 57,000	70,200 70,200
Management and Administration 5	1,432 1,432	3,685 3,685
Total	113,640 113,640	110,066 110,066
Net receipts/(payments)	19,205 19,205	(7,952) (7,952)
Cash funds at 31 May 2024	26,444 26,444	34,396 34,396
Cash funds at 31 May 2025 6	45,649 45,649	26,444 26,444

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The Steve Burne Charitable Trust

Statement of Assets and Liabilities as at 31 May 2025

Restated

								Restated
	Section B Balance sheet							31 May 2024
			Notes					Unrestricted funds Total
								£ £
	Cash Funds
	Cash at bank							26,444 26,444
					45,649 45,649			26,444 26,444
					45,649 45,649
	Represented by:
	Unrestricted funds		7					26,444 26,444
					45,649 45,649			26,444 26,444

The financial statements were approved by the Board of Trustees on and signed on their behalf:

Lisa Poole (Feb 10, 2026 14:30:38 GMT)

Lisa Poole Chair

10/02/26

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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	Unrestricted funds 2025 Total funds 2024 Total funds £ £ £ - - - 45,435 45,435 19,149 78,179 78,179 68,249 9,231 9,231 14,716
	132,845 132,845 102,114

3) Cost of raising funds

General donations Ladies Lunch Golf Day		2025 2024 Unrestricted funds Unrestricted funds £ £ 550 679 16,943 1,622 37,715 33,880
		55,20836,181

4) Donations given

Ronald McDonald House Manchester Cash4Kids The Joshua Tree Christie Hospital Cloverlea Primary School Hope Central BLISS Trafford South Foodbank Wood Street Mission	2025 2024 Unrestricted funds Unrestricted funds £ £ 51,000 56,000 1,000 1,500 - 1,500 5,000 10,000 - - - 1,000 - 200 - - - -
	57,000 70,200

5) Charity Management and Administration

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The Steve Burne Charitable Trust

Advertising Accountancy Fees Printing and postage Merchandise Other Administration	Unrestricted funds 2025 Total funds 2024 Total funds £ £ £ - - - 780 780 720 - - 50 652 652 1,256 - -1,659
	1,432 1,4323,685

6) Details of certain items of expenditure

6) Details of certain items of	expenditure
Independent Examination Accounts Preparation	£
	390
	390
	780

7) Funds

7) Funds
Unrestricted funds Total Funds Unrestricted funds Total Funds	Balance at 1 June 2024 Incoming Resources Resources Expended Balance at 31 May 2025 £ £ £ £ 26,444 132,845 (113,640) 45,649
	26,444 132,845 (113,640) 45,649
	Restated Balance at 1 June 2023 Incoming Resources Resources Expended Balance at 31 May 2024 £ £ £ £ 34,396 102,114 (110,066) 26,444
	34,396 102,114 (110,066) 26,444

7) Trustees

The Trustees received no remuneration in this financial year (2024: nil).

Lisa Poole has claimed £3,825 over nine separate expense claims during the year for event costs and grant giving. (2024: £2,329). Daniel Burne has claimed £60 over one expense claims for costs in relation to the Golf Day (2024: £276). Adam Burne has claimed £86 on one expense claim for costs relating to the golf day (2024: £109). Ian Sherry has claimed £1,043 on one expense claim for costs in relation to the Golf Day (2024: £1,117).

There is no Trustee Indemnity policy in place.

8) Related Party

Transactions

Janet Burne (Step-parent to Lisa Poole) was reimbursed £120 relating to the golf day. There were no other related party transactions in year period (2024: £nil)

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SBCT Trustees Annual Report and Accounts FYE 31 May 2025

Final Audit Report

2026-02-10

Created: 2026-02-10 By: Emma Willder ([e-mail]) Status: Signed Transaction ID: CBJCHBCAABAAxpv8uwjIQxSgYz8Il13q2T_ROsf-unup

"SBCT Trustees Annual Report and Accounts FYE 31 May 2025 " History

Document created by Emma Willder ([e-mail])

2026-02-10 - 11:41:19 AM GMT

Document emailed to Lisa Poole ([e-mail]) for signature 2026-02-10 - 11:41:24 AM GMT

Email viewed by Lisa Poole ([e-mail])

2026-02-10 - 2:28:25 PM GMT

Document e-signed by Lisa Poole ([e-mail])

Signature Date: 2026-02-10 - 2:30:38 PM GMT - Time Source: server

Document emailed to Emma Willder ([e-mail]) for signature 2026-02-10 - 2:30:39 PM GMT

Email viewed by Emma Willder ([e-mail]) 2026-02-10 - 2:33:49 PM GMT

Document e-signed by Emma Willder ([e-mail]) Signature Date: 2026-02-10 - 2:34:08 PM GMT - Time Source: server

Agreement completed.

2026-02-10 - 2:34:08 PM GMT