OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-03-31-accounts

TRUSTEES’ REPORT AND ACCOUNTS FOR THE YEAR ENDED 31[st] MARCH 2024

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Bardet-Biedl Syndrome UK

Contents

Administration Details ....................................................................................................................... 3 Bardet-Biedl Syndrome ..................................................................................................................... 4 Vision, Mission, Values ..................................................................................................................... 4 Structure, Governance and Management ......................................................................................... 4 Additional Governance...................................................................................................................... 6 Objectives and Activities ................................................................................................................... 8 Report from the Chair of BBS UK ..................................................................................................... 9 Achievements and Performance ..................................................................................................... 10 Fundraising Review ........................................................................................................................ 15 Treasurer’s Report .......................................................................................................................... 17 Declaration ..................................................................................................................................... 18 Accounts for year ended 31[st] March 2024 ....................................................................................... 19

Page 2 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Administration Details

Main Address: 43 Balton Way , Harwich , Essex , C012 4UP Web: www.bbsuk.org.uk Email: admin@bbsuk.org.uk

Registered Charity in England and Wales: 1181244

Bankers: Barclays Bank PLC

Independent Accounts Examiner: Amicus Accountancy Ltd

President: Professor Philip Beales BSc LMSSA MD FRCP

Board of Trustees:

Chair: Laura Dowswell Vice-Chair: Chetan Meshram Secretary: Dianne Hand Treasurer: Tazeem Abbas Trustee: Liam Wilkie Trustee: Rachael Foley Trustee: Stefan Crocker Trustee: Dr Shehla Mohammed Trustee: Gareth Owens Trustee: Azrat Mirza (Resigned 25/1/24)

Page 3 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Bardet-Biedl Syndrome

Bardet-Biedl syndrome is a rare, recessively inherited disorder which affects approximately 1 in 100,000 babies born. Features of the Syndrome include Rod-Cone Dystrophy, an eye disorder, characterised by tunnel vision and night blindness, which often leads to blindness; obesity; renal abnormalities; developmental delay; speech and language difficulties; extra fingers and/or toes and learning difficulties.

Not all of the features are always present in those diagnosed as having BBS and each one can vary in severity and appearance. The variability in presentation and severity of the Syndrome together with the rarity of the condition (there are approximately 650 diagnosed individuals known to us in the UK) can mean a delayed diagnosis and lack of adequate local health care.

Vision, Mission, Values

Vision: Our unique experience, knowledge and understanding of Bardet-Biedl syndrome, will ensure that everyone who accesses our services is supported, connected and informed about BBS and empowered to achieve the best possible outcome.

Mission: We are committed to promoting positive health and wellbeing within the BBS community; to improving knowledge and understanding amongst those affected, the medical and educational professionals and the wider public; and to supporting research and raising awareness of Bardet-Biedl syndrome.

Values :

Structure, Governance and Management

Bardet-Biedl Syndrome UK (BBS UK), charity number 1181244 is a Charitable Incorporated Organisation (CIO) and was registered with the Charity Commission on the 18/12/2018. BBS UK is the only registered charity supporting people with Bardet-Biedl syndrome, their families and carers in the UK. The governing document of the Charity is a constitution. The CIO formally represents the incorporation of the unincorporated charity, Bardet-Biedl Syndrome UK (1027384), formerly known as Laurence-Moon-Bardet-Biedl Society and LMBBS which was established in 1993. The CIO is the successor body to the original Charity which was entered into the register of mergers on the 23/12/2020. The Board of Trustees is responsible for the governance of the Charity. The Charity now supports over

Page 4 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

650 individuals living with BBS, their families and carers, and also the professionals supporting them across health, education and social care. Full membership of the Charity is open to any adult who has Bardet-Biedl syndrome and his/her family and any family with one or more affected children, including their grandparents and carers.

Trustees

Trustees are elected during the Annual General Meeting (AGM) of the Charity. Trustees serve three-year terms and a trustee who has served for two consecutive terms of three years each may not be re-appointed for a third consecutive term unless approved by members but may be reappointed after an interval of at least three years. The members or the Trustees may at any time decide to appoint a new trustee in place of a trustee who has retired, been removed or as an additional trustee.

New trustees are given an opportunity to observe a board meeting, meet with the Chair of the Board of Trustees and Operations Manager. They are supported with an induction process and are provided with the following:

The Honorary Officers of the Charity hold office for one year but are eligible for re-election annually. All trustees give their time freely and receive no remuneration or other benefits, however, reasonable incurred expenses are reimbursed as appropriate.

The Board seeks to be representative of the people with whom the Charity works and individual trustees have sufficient knowledge, both of trusteeship in general and of the Charity's activities, to enable them to carry out their role and to represent the Charity.

Trustees are expected to undertake training to ensure they remain up to date with information and procedures. Courses attended have focused on developing governance skills, and include safeguarding, GDPR, recruitment and equality, diversity and inclusion training. The Charity Trustees will make available to each new trustee: a copy of the constitution and any amendments made to it; and a copy of the CIO’s latest Trustees’ Annual Report and Statement of Accounts.

BBS Clinics NHS Contract

Bardet-Biedl Syndrome UK has a contract with NHS England to facilitate the specialist multi-disciplinary clinics, which take place in Great Ormond Street Hospital and St Thomas’ Hospital, London and Birmingham Children’s Hospital and Queen Elizabeth Hospital, Birmingham. The requirements of the contract with the National Specialised Commissioning Team include:

Page 5 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

To achieve the above, information and support is provided to the patients and their families/carers before, during and after clinics. Accommodation is organised for patients when needed and assistance is given with travel arrangements. This service provision ensures patients, and their families are well informed about the syndrome and feel well supported to attend their clinic appointment. BBS UK has a presence at each clinic, offering emotional and practical support to patients and their families and ensuring they are aware of all relevant benefits and social support services. Post clinic, ongoing support and liaison services are available.

Additional Governance

Policies and Procedures

BBS UK has the following policies in place:

Page 6 of 40

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Bardet-Biedl Syndrome UK

BBS UK has the following Information Security policies in place:

BBS UK has the following handbooks in place:

Additional quality assurances

BBS UK has Cyber Essentials Certification which is an official UK wide government-backed scheme that provides protection against the most common cyber threats and demonstrates our commitment to cyber security.

BBS UK has completed and published NHS Digital’s Data Security and Protection Toolkit, an online self-assessment tool that allows organisations to measure their performance against the National Data Guardian’s 10 data security standards and to provide assurance they are practising good data security and personal information handling.

BBS UK has achieved PIF TICK accreditation following a thorough application and assessment process. The PIF TICK is a mark of quality and demonstrates that our health information has been through a professional and robust production process.

Disclosure and Barring Service checks (DBS) are carried out prior to commencement of employment, trusteeship, and volunteering duties. DBS checks are carried out regularly in line with statutory requirements. Child Protection Training and Safeguarding Vulnerable Adults Training is undertaken by those working or volunteering with children, young people and/or vulnerable adults, their line managers and their governing board.

Page 7 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

How we look after and safeguard information

BBS UK aims to provide members and patients with the highest quality support and information and to do this we need to collect, process and store information.

BBS UK processes and stores information in accordance with:

BBS UK maintains compliance via:

For this reporting period, BBS UK reported no breaches in security and no ‘near misses’.

Objectives and Activities

BBS UK strives to bring together through our projects and services, support to our members. BBS UK Trustees have regard to the Charity Commission's public benefit guidance when exercising any powers or duties to which the guidance is relevant. The Trustees always ensure that the projects and services we undertake are in line with our charitable aims and objectives.

The main objectives of Bardet-Biedl Syndrome UK are:

  1. To preserve and protect the health and promote the welfare of persons affected by Bardet-Biedl syndrome and their families.

  2. To advance the education of the medical and educational professions and the general public on the subject of Bardet-Biedl syndrome and its implications for the family, and to promote research for the public benefit in all aspects of that subject and to publish the useful results.

Page 8 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

The main activities the charity undertakes in pursuance of its objectives for the public benefit are:

Report from the Chair of BBS UK Laura Dowswell, Chair

Like many smaller charities, BBS UK has continued to face challenges in the tough economic times we now find ourselves facing. The Board of Trustees and staff team have worked incredibly hard to meet those challenges, not only to maintain the delivery of the Charity’s vital services, and to ensure that the Charity continues to be sustainable, but to develop our services to meet the increased needs of our community.

We have seen some positive changes and are delighted to welcome Samantha Serido to the staff team, in the role of Fundraising and Communications Officer.

Azrat Mirza left the Board of Trustees and we thank him for his contribution in the time served.

The BBS UK Advice Service continues to provide high quality support with accessing local services across housing, social care, benefits, and education; the work that is being undertaken and the outcomes that are being achieved, continue to show that this is an essential core service and a primary funding focus for BBS UK.

The Clinics Support Service Team have continued to provide excellent support to the NHS highly specialised multi-disciplinary service, and to patients attending the face to face and telemedicine clinics. Our NHS colleagues are very clear that the service could not run

Page 9 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

without the work undertaken by the BBS UK team, and we were delighted to secure a further four year contract at the end of this reporting period.

There have been a number of projects undertaken during the last year, which included rebuilding the website and increasing our reach across social media platforms, both of which should help increase awareness of BBS UK’s services and improve accessibility.

We supported the development of the first Patient Information Day in Ireland, with many of the team attending and forging good links with patients, families and professionals alike. We received excellent feedback, which highlighted that families really appreciated the opportunity to get together with professionals to learn more about Bardet-Biedl syndrome.

The Board of Trustees and the staff team held a two-day workshop to start the process of reviewing and updating BBS UK’s strategy for 2025-2028; a working party was formed to take this forwards.

On behalf of the Board and personally, I would like to offer sincere thanks, firstly to the staff team, who as always work incredibly hard to support so many families, and also to my fellow trustees who willingly give up their free time. Also, to all those who have continued to fundraise throughout the year, and to those who have regularly contributed through the Friends scheme.

Team BBS UK is made up of trustees, staff, volunteers, members, supportive professionals, fundraisers, donors, campaigners, supporting charities and organisations, and that is how we have managed to continue our growth and provide the support and information services that our community needs: by continuing to work together and by developing new ways of working, in order to improve the lives of all those living with Bardet-Biedl syndrome.

Achievements and Performance

Tonia Hymers, Operations Manager

Introduction

In 2022, BBS UK published its three-year strategy following an extensive consultation process involving trustees, staff and the BBS community. Our three-year strategy sets out our vision, mission and values and establishes our aims and objectives for the period, which are:

  1. Improve communication with our service users

  2. Develop our support services and reduce isolation

  3. Empower our membership to achieve

  4. Strengthen governance and raise our profile

  5. Support research and understanding of BBS

Following, is an overview of progress made towards these targets:

Improve communication with our service users

Page 10 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Database: It is important to us that we reach all members of our community in ways that are accessible and acceptable to them, in line with our data protection responsibilities, and in support of this, we have continued to develop our use of Charitylog (data management system) across all services. This has supported and improved internal and external communications and has improved the quality and accuracy of our data.

Social Media : We have increased our engagement and reach on social media:

• Facebook Page Followers: 1026 (up 151%)
• Facebook (Closed) Group Members: 431 (up 13%)
• Instagram Followers: 228 (up 88%)
• X (Twitter) Followers: 495 (up 8%)
• Linkedin Followers: 173 (up 41%)

Newsletters: We have produced two bumper paper editions, also available on CD and in PDF, Word and Plain Text formats. Looking ahead we are considering other ways of reaching our community including the introduction of e-newsletters.

Website management: The BBS UK website has undergone a rebuild and is now fully supported and accessible.

Develop our support services and reduce isolation

This aspect of our work is of vital importance and following are some of the ways we have met our targets across the year:

Advice Service: Since its creation in 2020, demand for support from the BBS UK Advice Service has increased rapidly. This year has seen our team support 141 Advice Service users in a variety of areas including: navigating the increasingly complex social care system, education, housing, benefits, and future planning. They have completed 927 contacts to ensure that adults and children with BBS get the support that they are entitled to.

In partnership with the London Metropolitan University, the team completed their second student social worker placement, supporting a Year 1 student with a 70-day placement as part of their degree in social work.

Looking forward, the team will continue to work in partnership with the Clinics Support Service team, to support adults and families across areas such as transition, social care, and education. They will continue to form positive working relationships with local authorities, to ensure they have knowledge and understanding of Bardet-Biedl syndrome.

Clinics Support Service: Across the reporting year, the clinics support service team, logged 3022 actions/contacts for over 507 service users and provided support and facilitation services at approximately 63 clinics (virtual and face-to-face) across Birmingham and London. Our team’s work is consistently highly regarded by our NHS colleagues and NHS England, and they are regularly cited as being essential to the running of the BBS clinics service.

Page 11 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

This year saw the introduction of an extended transition service, which included a group site visit and Q&A, followed by a social activity, to better prepare young people for their first clinic in adult services.

Patient evaluation data is also consistently high, with 97% of patients rating the information and support received as ‘Good’ or ‘Very Good’. Comments received include:

Conference 2023: The annual family conference at the Hilton Hotel, Northampton, was a significant success:

Workshops on health and wellbeing, including sessions with a dietitian, clinical psychologist, and British Blind Sports, were well received.

Regional Group Ireland: We supported our Regional Group: Ireland to organise an Information Day in Belfast in May, 2023, closely modelled on the BBS UK Annual Conference. For many, this was the first time that they had connected with others with BBS or with BBS UK, and the day enabled them to share their experiences with each other and learn more about the syndrome.

An attendee told us, “we were made to feel so welcome and seeing how it was set up, all the information available, it was brilliant. Really informative and supportive. Certainly helped us as we felt completely lost after the diagnosis but meeting everyone and seeing other families at our first conference was an absolute blessing and helped us move forward as a family “

Page 12 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

A Regional Group member told us, “the regional group in Ireland has been life changing for us. When we received our daughter’s diagnosis two years ago, we knew of one other person in the country with BBS. Now, thanks to the group, we know over 30 families”.

The group are now formalising their structure, leadership board and future plans. A significant concern for the group is the difficulty that those who live in the south are having, with accessing the BBS clinics service and a key aim is to advocate for and support the development of a multi-disciplinary service in the Republic of Ireland to ensure comparable care.

Counselling Project: During the reporting period, our pilot with The Maypole Project to provide counselling sessions for those struggling with social isolation came to a close. The outcomes from this project demonstrated that there is an ongoing need for this area of support and, on the recommendation of our BBS clinics colleagues, we will be taking this forward with RareMinds, a non-profit specialising in rare disease counselling.

IT Equipment Project: Our IT Equipment Project has continued to provide devices to those who have limited or no access to technology. Initially we support applicants to seek funding elsewhere and where this is unsuccessful, BBS UK will then fund and provide a computing device, which may be a laptop or tablet. This scheme has supported individuals to access education, medical appointments, and social opportunities.

Slimming World on Referral: Our partnership with Slimming World came to a close and, although we have been impressed with the determination and positive outcomes, take-up has been very limited and we will not be taking this project forward in the coming year.

Empower our membership to achieve

Employment: In addition to the above projects, our Advice Service team continue to evaluate the support that is available with gaining employment and are signposting and referring our service users as appropriate. We are following up these referrals and monitoring progress with the aim of seeking out the most appropriate schemes for potential collaboration and to better support our service users going forwards.

Health and Wellbeing: Those living with BBS are likely to experience difficulties maintaining a healthy weight and often struggle with their mental health and general wellbeing and therefore BBS UK has a responsibility to encourage a culture of positive health and wellbeing throughout its projects and services. During Conference 2023, we offered workshops with a dietitian and clinical psychologist and built a programme around the ‘Five Ways to Wellbeing’ for the children and young people in attendance, including a trip to an indoor activity centre and a session with British Blind Sports. Our main fundraising campaign has focused on being active, in whatever way suits the individual, with participants working together to achieve the goal of Carrying the Gene from John O Groats to Land’s End.

Service User Advisory Group: We have established a Service User Advisory Group, to ensure that the voice and needs of the wider BBS community are accounted for and can directly feed into strategy and service improvements. The group meets every 2-3 months and consists of up to six BBS patients and six parents with experience of using BBS UK services.

Page 13 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Strengthen governance and raise our profile

We have continued growing and developing our Board of Trustees, with a focus on filling gaps identified in a skills audit. The Board now includes professional experience and skills across management/leadership, finance, project management, contract management, education, medical/genetics, human resources, and marketing/media/PR. We currently have two spaces unfilled and are seeking skills and experience as follows:

We have a representative on the board of the Ciliopathy Alliance (CA) and BBS International (BBSI) and have represented the Charity at Queen Alexandra College’s Sight Village, Birmingham and Retina UK Conference, London.

We attended Rare Disease Day events at St Thomas’ Hospital, London and Queen Elizabeth Hospital (QEH), Birmingham, exhibiting at both and speaking with interested medical and research professionals about BBS UK and our services. It was the first event held at QEH and we were the only rare disease charity to attend, making it onto the hospital website and newsletter.

Support research and understanding of BBS

Our Scientific Advisory Board meets two to three times a year and ensures we are kept up to date with the latest scientific developments. It also provides a useful mechanism for ensuring oversight of research and pharma collaboration and feeds into relevant projects including our annual conference and the development and review of publications.

We have engaged with NICE in support of the appraisal process for Rhythm’s application for Setmelanotide, completing submissions and attending meetings as required. We were delighted to see the treatment receive approval for prescribing in those aged 17 years and under and will continue working with NICE and Rhythm to support its approval for use in adults.

Our continued presence on the boards of BBSI and the CA ensure we are aware of current research developments and are best placed to support and ensure our community is involved where appropriate.

Summary

In conclusion, the past year has been one of significant progress and achievement for BBS UK, demonstrating our commitment to the goals outlined in our three-year strategic plan. We have made positive strides in improving communication, enhancing support services, empowering our members, strengthening governance, and supporting vital research.

Our database and website development and comprehensive newsletters ensure our community stays informed and connected, and increased social media engagement have

Page 14 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

improved our reach and accessibility. Our IT Equipment Project has provided the technology needed to connect socially, educationally and medically.

Our support services have grown, with the BBS UK Advice Service providing invaluable support to individuals in navigating complex systems and our clinics support team providing excellent clinic facilitation and patient support, and maintaining high levels of patient satisfaction. Successful events, such as the annual conference and regional information day, have fostered a stronger sense of community and reduced isolation.

Governance improvements have strengthened our Board of Trustees, ensuring robust oversight and strategic direction. Our involvement in professional networks and research initiatives keeps us at the forefront of scientific developments, directly benefiting our community.

Our deepest gratitude goes to our dedicated staff, trustees, and volunteers. Their collective efforts have enabled us to provide exceptional services and move forward with confidence and optimism. As we look to the future, we remain focused on continuous improvement and sustainability, ensuring we meet the evolving needs of our community.

Fundraising Review

Samantha Serido, Fundraising and Communications Officer

Introduction

The macroeconomic climate, including the cost-of-living crisis, has presented significant challenges to fundraising efforts, as reported by Charity Digital and other third-sector researchers. Despite these obstacles, most UK charities, including ours, have experienced more growth than decline in income compared to the previous year. This positive outcome is largely attributed to one exceptionally successful fundraising campaign. Additionally, we continue to benefit from multi-year, statutory funding from the National Health Service, although these funds are restricted to supporting our Clinics Support Service.

Fundraising Goals and Strategy

A primary objective for the year was to diversify income streams and develop a robust fundraising strategy to align with BBS UK's three-year strategic plan. With the addition of a new Fundraising and Communications Officer, we have made significant progress towards this goal.

We successfully formulated a comprehensive fundraising strategy for the upcoming financial year, focusing on expanding our income sources. This strategy includes developing a pipeline of grants and trusts, some of which offer multi-year funding. Such funding will be crucial for our intended expansion of our Advice Service and initiating new projects, including a Wellbeing Support Service and a Transition Support Service.

Community Fundraising

Our community has once again demonstrated immense support through various fundraising activities such as walking, running, cycling, knitting, baking, and holding quizzes. We extend our heartfelt gratitude to each participant, recognising them as BBS UK heroes. Special thanks go to those who supported the following key initiatives:

Page 15 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

‘Carry the Gene’ Campaign: This BBS UK campaign united the community as participants carried the BBS gene baton from John O’Groats to Land's End, via Scotland, England, Northern Ireland, Ireland, and Wales, emphasising activity and exercise with a fundraising target of £10K. The campaign more than surpassed expectations, raising over £80,000. It was inspiring to witness so many dedicated fundraisers – friends, family members, colleagues, and more – achieve such a remarkable feat for our community.

Friends of BBS UK: The Friends of BBS UK initiative continues to grow, generating £6,025 over the year. This reliable income stream is vital for maintaining BBS UK's core services, which are essential to our community. Promoting this scheme remains a key focus for the coming months and years.

Pharmaceutical Industry

Maintaining cooperative relationships with industry partners, including the pharmaceutical sector, is crucial for BBS UK. These relationships are managed transparently and ethically, adhering to the guidelines of the Association of the British Pharmaceutical Industry (ABPI) and our internal policies.

We are deeply grateful to Rhythm Pharmaceuticals for their £10,000 contribution towards our annual family conference weekend, which unites families across the UK to share the latest advancements in BBS management and potential treatments from leading researchers.

Trusts and Foundations

We extend our deepest gratitude to the following organisations for their support this year:

Fundraising Income and Expenditure

The table below outlines the prioritised income streams for the previous financial year. Complete income figures are available in our audited accounts within this report.

2023-2024
Individual Giving/Events/Campaigns £ 97,695.39
Gift Aid £ 3,930.50
Regular Giving £ 9,956.18
Grants and Trusts £ 18,500.00
Corporate Giving (Event Funding) £ 10,000.00
Statutory Funding £171,107.79
Other £ 4,596.85
Total £315,786.71

Impact and Future Plans

The generous support from our donors and fundraisers has enabled BBS UK to sustain its core programmes and services, significantly supporting our beneficiaries, as detailed in this report. Additionally, we have initiated steps towards registering with the Fundraising Regulator, ensuring our fundraising practices meet the highest ethical standards.

Page 16 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Our Heartfelt Thanks

The Bardet-Biedl Syndrome UK community continues to inspire us each year. Despite representing a relatively small population, the impact of our community members' fundraising efforts is monumental. We also extend our gratitude to the organisations that recognise and support the value of our work, contributing to supporting the best possible life outcomes for our rare-disease community.

Treasurer’s Report

Tazeem Abbas, Treasurer

BBS UK’s financial period runs from the 1[st ] April 2023 – 31[st] March 2024. The financial accounts are prepared on the accrual basis.

The Trustees provided support from designated funds during the financial year:

Reserves Policy and Going Concern

Trustees regularly review the budget and the level of reserves, which are monitored monthly and reported at the quarterly board of trustee meetings to ensure that the appropriate levels are maintained considering the main risks to the organisation and future developments. Trustees have agreed unrestricted free reserves should be sufficient to cover six months expenditure.

The following designated reserves are set aside at year-end as follows:

Page 17 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

The remaining reserves of £190,948 are held in the General fund as free reserves and represent 6.6 months of expenditure.

The trustees have reviewed the circumstances of the Charity and consider that adequate resources continue to be available to fund its activities for the foreseeable future. The trustees are of the view that the charity is a going concern.

Management of risk

The Trustees have identified that the main risks to the charity are:

Declaration

The Trustees approve this annual report and accounts.

Signed on behalf of the Board of Trustees:

Laura Dowswell Position: Chair Date: 17[th] October 2024

Page 18 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Accounts for year ended 31[st] March 2024

BARDET-BIEDL SYNDROME UK
Charity
No		 BARDET-BIEDL SYNDROME UK
Charity
No		 BARDET-BIEDL SYNDROME UK
Charity
No		 BARDET-BIEDL SYNDROME UK
Charity
No		 1181244 CC17a
Annual accounts for the period
Period
start
date		 01-Apr-23 To Period
end date		 31-Mar-24
Section A Statement of financial activities
Recommended categories by
activity
Incoming resources (Note 3)
Income and endowments
from:
Donations and legacies
Charitable activities
Other trading activities
Investments
Other
Total
Resources expended (Note 5)
Expenditure on:
Raising funds
Charitable activities
Total
Net income/(expenditure)
before investment
gains/(losses)
Net gains/(losses) on
investments
Net income/(expenditure)
Net movement in funds		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
£
£
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
£
£
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
£
£
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
£
£
£
£		 Prior year
funds
£
130,082 - - 130,082
56,265
181,107 - - 181,107
169,357
2,534 - - 2,534
3,311
664 - - 664
13,499
1,400 - - 1,400 349
315,787 - - 315,787
242,781
1,094 - - 1,094
3,470
277,783 288 - 278,071
246,671
278,878 288 - 279,165
250,141
36,909 -
288		 - 36,621
- 7,360
- - - - -
36,909 -
288		 - 36,621
- 7,360
36,909 -
288		 - 36,621
- 7,360

Page 19 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Reconciliation of funds:
Total funds brought forward
Total funds carried forward
161,968
3,078
-
165,046
172,406
198,877
2,790
-
201,667
165,046

Section B Balance sheet

Fixed assets
Tangible assets (Note 10)
Total fixed assets
Current assets
Debtors (Note 11)
Cash at bank and in hand (Note 12)
Total current assets
Creditors: amounts falling due
within one year (Note 13)
Net current assets/(liabilities)
Total assets less current liabilities
Total net assets or liabilities
Funds of the Charity
Restricted income funds (Note 14)
Unrestricted funds (Note 15)
Total funds		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
£
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
£
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
£
£
£		 Total this
year
£		 Total last
year
£
3,241
-
-
3,241
1,145
3,241
-
-
3,241
1,145
19,861 -
19,861
34,378
191,153
3,078		 -
194,231
139,561
211,014
3,078		 -
214,092
173,939
15,666
-
-
15,666
10,038
195,348
3,078		 -
198,426		 163,901
198,589
3,078		 -
201,667
165,046
198,589
3,078		 -
201,667
165,046
2,790 2,790
3,078
198,877
-
198,877
161,968
2,790
198,877
-
201,667
165,046

Page 20 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Signed by one or two trustees on Laura Dowswell 03/10/2024 behalf of all the trustees

Section C Notes to the accounts

Note 1 : Basis of preparation

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial • and with ✓ Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 the Financial Reporting Standard applicable in the United Kingdom and • and with Republic of Ireland (FRS 102)

The charity constitutes a public benefit entity as defined by FRS 102.*

✓

1.2 Going concern

If there are material uncertainties related to events or conditions that cast significant doubt on the charity's ability to continue as a going concern, please provide the following details or state "Not applicable", if appropriate:

An explanation as to those factors that support Not applicable - There are no material the conclusion that the charity is a going uncertainties about the charity's ability to concern; continue. Disclosure of any uncertainties that make the Not applicable going concern assumption doubtful; Where accounts are not prepared on a going Not applicable

Where accounts are not prepared on a going concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as a going concern.

Page 21 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

1.3 Change of accounting policy

The accounts present a true and fair view and the accounting policies adopted are those outlined in note

{ }.

----- Start of picture text -----
Yes ✓
 -Tick as appropriate
No
Please
disclose:
Not applicable
(i) the nature of the change in accounting policy;
Not applicable
(ii) the reasons why applying the new accounting policy
provides more reliable and more relevant information; and
(iii) the amount of the adjustment for each line affected in Not applicable
the current period, each prior period presented and the
aggregate amount of the adjustment relating to periods
before those presented, 3.44 FRS 102 SORP.
----- End of picture text -----*

1.4 Changes to accounting estimates

No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).

----- Start of picture text -----
Yes ✓
 -Tick as appropriate
No
Please disclose:
(i) the nature of any changes; Not applicable
(ii) the effect of the change on income and expense or
Not applicable
assets and liabilities for the current period; and
(iii) where practicable, the effect of the change in one or Not applicable
more future periods.
----- End of picture text -----*

1.5 Material prior year errors

No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).

----- Start of picture text -----
Yes ✓
 -Tick as appropriate
No
Please disclose:
Not applicable
(i) the nature of the prior period error;
----- End of picture text -----*

Page 22 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

(ii) for each prior period presented in the accounts, the
Not applicable
amount of the correction for each account line item
affected; and
(iii) the amount of the correction at the beginning of the
Not applicable
earliest prior period presented in the accounts.
1.6 Fund accounting
Unrestricted funds are available for use at the discretion of the trustees to further any of the charity
purposes.
Designated funds are unrestricted funds earmarked by the trustees for particular future project or
commitment.
Restricted funs are subjected to restrictions of their expenditure declared by the donor or through the
terms of an appeal and fall into one of two sub-classes: restricted income funds or endowment funds.
1.7 Disclosure exemptions
Under charities SORP (FRS102) the Charity is classes as a small charity and has therefore taken the
exemption from the requirement to prepare a cashflow statement.
Note 2:Accounting policies
2.2 INCOME
This standard list of accounting policies has been applied by the charity except for those ticked "No" or "N/a".
Where a different or additional policy has been adopted then this is detailed in the box below.
Recognition of income
These are included in the Statement of Financial Activities (SoFA)
when:
• the charity becomes entitled to the resources;
· it is more likely than not that the trustees will receive the
resources; and
• the monetary value can be measured with sufficient
reliability.
Offsetting
There has been no offsetting of assets and liabilities, or income
and expenses, unless required or permitted by the FRS 102
SORP or FRS 102.
Grants and donations
Grants and donations are only included in the SoFA when the
general income recognition criteria are met (5.10 to 5.12 FRS102
SORP).
In the case of performance related grants, income must only be
recognised to the extent that the charity has provided the specified
goods or services as entitlement to the grant only occurs when the
performance related conditions are met (5.16 FRS 102 SORP).
Legacies
Legacies are included in the SOFA when receipt is probable, that
is, when there has been grant of probate, the executors have
established that there are sufficient assets in the estate and any
conditions attached to the legacy are either within the control of
the charity or have been met.		 Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓

Page 23 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Government grants
The charity has received government grants in the reporting
period
Tax reclaims on
donations and gifts
Gift Aid receivable is included in income when there is a valid
declaration from the donor. Any Gift Aid amount recovered on a
donation is considered to be part of that gift and is treated as an
addition to the same fund as the initial donation unless the donor
or the terms of the appeal have specified otherwise.
Contractual income
and performance
related grants
This is only included in the SoFA once the charity has provided
the related goods or services or met the performance related
conditions.
Donated services and
facilities
Donated services and facilities are included in the SOFA when
received at the value of the gift to the charity provided the value of
the gift can be measured reliably.
Donated services and facilities that are consumed immediately are
recognised as income with an equivalent amount recognised as
an expense under the appropriate heading in the SOFA.
Support costs
The charity has incurred expenditure on support costs.
Volunteer help
The value of any voluntary help received is not included in the
accounts but is described in the trustees’ annual report.
Income from interest,
royalties and dividends
This is included in the accounts when receipt is probable and the
amount receivable can be measured reliably.
Membership subscriptions which gives a member the right to buy
services or other benefits are recognised as income earned from
the provision of goods and services as income from charitable
activities.
Settlement of
insurance claims
Insurance claims are only included in the SoFA when the general
income recognition criteria are met (5.10 to 5.12 FRS102 SORP)
and are included as an item of other income in the SoFA.
2.3 EXPENDITURE AND LIABILITIES
Governance and
support costs
Support costs have been allocated between governance costs
and other support. Governance costs comprise all costs involving
public accountability of the charity and its compliance with
regulation and good practice.
Support costs include central functions and have been allocated to
activity cost categories on a basis consistent with the use of
resources, eg allocating property costs by floor areas, or per
capita, staff costs by the time spent and other costs by their
usage.
Deferred income
No material item of deferred income has been included in the
accounts.
Creditors
The charity has creditors which are measured at settlement
amounts less any trade discounts		 Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓
Yes No N/a
✓

Page 24 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Basic financial
instruments
The charity accounts for basic financial instruments on initial
recognition as per paragraph 11.7 FRS102 SORP. Subsequent
measurement is as per paragraphs 11.17 to 11.19, FRS102
SORP.
Yes
No
N/a
✓
2.4 ASSETS
Tangible fixed assets
for use by charity
These are capitalised if they can be used for more than one year,
and cost at least
They are valued at cost.
Yes
No
N/a
✓
The depreciation rates and methods used are disclosed in note
10.2.
Tangible fixed assets for use by the charity are capitalised if they
can be used for more than one year, and cost at least £300.
Debtors
Debtors (including trade debtors and loans receivable) are
measured on initial recognition at settlement amount after any
trade discounts or amount advanced by the charity.
Subsequently, they are measured at the cash or other
consideration expected to be received.
Yes
No
N/a
✓
POLICIES ADOPTED ADDITIONAL TO OR DIFFERENT FROM THOSE ABOVE
Raising funds
These are costs incurred in attracting voluntary income and those incurred
intrading activities that raise funds.
Charitable Activities
Charitable expenditure comprises those costs incurred by the charity in the
delivery of its activities and services for its beneficiaries. It includes both costs
that can be allocated directly to such activities and those costs of an indirect
nature necessary to support them.		 Yes
No
N/a		 Yes
No
N/a		 Yes
No
N/a
✓
Yes
No
N/a
✓
Yes
No
N/a
✓

Note 3: Analysis of income

Donations
and legacies:
Charitable
activities:		 Analysis Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
Prior
year
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
Prior
year
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
Prior
year
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
Prior
year
£
£		 Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total
funds
Prior
year
£
£
Donations and gifts 97,695
-
-		 97,695
39,555
Gift Aid 3,931
-
-		 3,931
7,238
Regular Giving 9,956
-
-		 9,956
9,472
General grants provided by
government/other charities		 18,500
-
-		 18,500
-
Total 130,082
-
-		 130,082
56,265
Event Funding 10,000
-
-		 10,000
7,000
NHS - Commissioned Services 171,107
-
-		 171,107
162,357
Total 181,107
-
-		 181,107
169,357

Page 25 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Other trading
activities:
Fundraising Proceeds
Sale of Merchandise
Total
Income from
investments:
Interest income
Dividend income
Total
Other:
Other
Total
TOTAL INCOME		 Fundraising Proceeds 1,592
-		 - 1,592
2,207
Sale of Merchandise 941
-		 - 941
1,104
Total 2,534
-		 -
2,534
3,311
Interest income 664
-		 - 664
123
Dividend income - -
-
13,376
Total 664
-		 -
664
13,499
Other 1,400
-		 - 1,400
349
Total 1,400
-		 -
1,400
349
315,787
-		 -
315,787
242,781

Note 4: Analysis of receipts of government grants

Government grant 1
Other
Government grant 1
Other		 Description This year
£
-
-
Total -
Description Last year
£
-
Total -

Page 26 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 5: Analysis of expenditure

Analysis
Expenditure
on raising
funds:		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£		 This year
Last year
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
Un-
restricted
funds
Re-
stricted
income
funds
Endowm
ent funds
Total
funds
£
£
Incurred
seeking
donations		 289
-
-
289		 1,268
-
-
1,268
Advertising,
marketing,
direct mail and
publicity		 -
-
-		 201
-
-
201
Other trading
activities		 805
-
-
805		 2,001 2,001
Total
expenditure
on raising
funds		 1,094
-
-
1,094
3,470
-
-
3,470
Expenditure on charitable activities:
Advice Service 24,613
-
-
24,613		 11,256
10,000
-
21,256
NHS -
Commissioned
Services		 163,428
-
-
163,428		 149,314
-
-
149,314
Events 26,357
288
-
26,645		 19,968
-
-
19,968
Chris
Humphreys
Memorial Fund		 1,407
-
-
1,407		 995
-
-
995
Information
Support		 5,189
-
-
5,189		 4,037
-
-
4,037
IT Equipment
Fund		 2,178
-
-
2,178		 947
-
-
947
Regional
Groups		 7,247
-
-
7,247		 1,565
-
-
1,565
Wellbeing
Support
Service		 -
-
-		 3,000
-
-
3,000
Jeans 4
Genes		 -
-
-
-
-
-
-
-
Breaking
Down Barriers		 -
-
-
-
-
-
-
-
Support Costs
(Note 6)		 47,364
-
-
47,364		 45,632 -
45,632
Total
expenditure
on charitable
activities		 277,783
288
-
278,071
236,714
10,000
-
246,714

Page 27 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Other

Other
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total other
expenditure
TOTAL
EXPENDITUR
E		 -
-
-
-
-
-
-
-
278,877
288
-
279,165		 240,184
10,000
-
250,184

Other information: Analysis of expenditure on charitable activities

Activities
undertak
en
directly		 This year This year Last year Last year
Activity or
programme		 Grant
funding
of
activities		 Support
Costs		 Total this
year		 Activities
undertak
en
directly		 Grant
funding
of
activities		 Support
Costs		 Total last
year
£ £ £ £ £ £ £ £
Advice Service 24,613
-
-
24,613		 21,256
-
-
21,256
NHS -
Commissioned
Services		 163,428 163,428 149,314 149,314
Annual Family
Weekend &
Conference		 26,645 26,645 19,968 19,968
Chris
Humphreys
Memorial Fund		 1,407 1,407 955 955
Information
Support		 5,189 5,189 4,034 4,034
IT Equipment
Fund		 2,178 2,178 947 947
Regional
Groups		 7,247 7,247 1,565 1,565
Wellbeing
Support
Service		 - - 3,000 3,000
Jeans 4
Genes		 - -
-		 -
Breaking
Down Barriers		 -
-
-
-
-
-
-
-
Support Costs
(Note 6)		 -
-
47,364
47,364
-
-
45,632
45,632
Total 230,707
-
47,364
278,071
201,039
-
45,632
246,671

Page 28 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 6: Support Costs

Support cost Support
Costs		 Grand
total
2024		 Total
2023
£ £ £
Accountancy Fees 2,672
2,672
3,479
IT security/support 1,798
1,798
2,169
Database 150
150
650
Exhibition Fees 928
928
300
Finance Fees 5,280
5,280
5,814
Governance 3,110
3,110
767
Insurance 495
495
365
Postage, Stationary, Advertising 344
344
1,795
Staff costs 26,734
26,734
26,990
Subscriptions 1,120
1,120
793
Sundry 398
398
348
Telephone 822
822
745
Travel 534
534
163
Website 1,550
1,550
416
Partial Exemption VAT disallowed 1,429
1,429
838
Other -
-
-
Total 47,364
47,364
45,632

Note 7: Details of certain items of expenditure

Fees for examination of the accounts

Fees for examination of the accounts
Independent examiner’s fees
Assurance services other than audit or
independent examination		 This year
£		 Last year
£
-
-
-
-

Page 29 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Tax advisory fees
Other fees (for example: financial advice,
consultancy, accountancy services) paid to
the independent examiner		 -
-
2,672
3,479

Note 8: Paid employees

8.1 Staff Costs

Salaries and wages
Social security costs
Pension costs (defined contribution scheme)
Other employee benefits
Total staff costs		 This year
£		 Last year
£
167,127
155,017
14,331 13,625
8,642 7,368
-
-
190,099
176,010

Please give details of the number of employees whose total employee benefits (excluding employer pension costs) fell within each band of £10,000 from £60,000 upwards. If there are no such transactions, please enter 'true' in the box provided.

No employees received employee benefits (excluding employer
pension costs) for the reporting period of more than £60,000		 No employees received employee benefits (excluding employer
pension costs) for the reporting period of more than £60,000		 0 0
Band Number of employees
This year Last year
£60,000 to £69,999 - -
£70,000 to £79,999 - -
£80,000 to £89,999 - -
£90,000 to £99,999 - -
£100,000 to £109,999 - -
8.2 Average head count in the year
The parts of the charity in which the
employees work
This year
Number		 Last year
Number
Fundraising - -
Charitable
Activities		 9 10
Governance - -
Other - -
Total
9		 10

Page 30 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 9: Defined contribution pension scheme or defined benefit scheme accounted for as a defined contribution scheme.

Amount of contributions recognised in the SOFA as an expense

This year Last year
£ £
8,642 7,368

Note 10: Tangible fixed assets

10.1 Cost or valuation

At the beginning of the year
Additions
Revaluations
Disposals
Transfers *
At end of the year		 Fixtures, fittings
and equipment		 Total
£
£
1,145
1,145
2,096
2,096
-
-
-
-
-
-
3,241
3,241

10.2 Depreciation and impairments

10.2 Depreciation and impairments
*Basis*SL or RB (Straight Line or Reducing Balance)
 Rate
At beginning of the year
Disposals
Depreciation
Impairment
Transfers
At end of the year
10.3 Net book value*
Net book value at the beginning of the year
Net book value at the end of the year		 SL SL
33.30% 33.30%
- -
- -
- -
- -
- -
- -
1,145
1,145
3,241
3,241

Page 31 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 11: Debtors and prepayments

Analysis of debtors
This year
Last year
£
£
Trade debtors
17,867
32,893
Prepayments and accrued income
1,994
1,485
Total
19,861
34,378
Note 12:Cash at bank and in hand
This year
Last year
£
£
Cash at bank and on hand
194,231
139,561
Total
194,231
139,561
Note 13:Creditors and accruals
Analysis of creditors
Amounts falling due within
one year
Amounts falling due after
more than one year
This year
Last year
This year
Last year
£
£
£
£
Trade creditors
2,768
2,535
-
-
Business credit card
1,835
-
Taxation and social security
11,063
7,503
-
-
Total
15,666
10,038
-
-		 Analysis of debtors
This year
Last year
£
£
Trade debtors
17,867
32,893
Prepayments and accrued income
1,994
1,485
Total
19,861
34,378
Note 12:Cash at bank and in hand
This year
Last year
£
£
Cash at bank and on hand
194,231
139,561
Total
194,231
139,561
Note 13:Creditors and accruals
Analysis of creditors
Amounts falling due within
one year
Amounts falling due after
more than one year
This year
Last year
This year
Last year
£
£
£
£
Trade creditors
2,768
2,535
-
-
Business credit card
1,835
-
Taxation and social security
11,063
7,503
-
-
Total
15,666
10,038
-
-		 Analysis of debtors
This year
Last year
£
£
Trade debtors
17,867
32,893
Prepayments and accrued income
1,994
1,485
Total
19,861
34,378
Note 12:Cash at bank and in hand
This year
Last year
£
£
Cash at bank and on hand
194,231
139,561
Total
194,231
139,561
Note 13:Creditors and accruals
Analysis of creditors
Amounts falling due within
one year
Amounts falling due after
more than one year
This year
Last year
This year
Last year
£
£
£
£
Trade creditors
2,768
2,535
-
-
Business credit card
1,835
-
Taxation and social security
11,063
7,503
-
-
Total
15,666
10,038
-
-		 This year
Last year
£
£
17,867
32,893
1,994
1,485
19,861
34,378
This year
Last year
£
£
194,231
139,561
194,231
139,561		 This year
Last year
£
£
17,867
32,893
1,994
1,485
19,861
34,378
This year
Last year
£
£
194,231
139,561
194,231
139,561		 This year
Last year
£
£
17,867
32,893
1,994
1,485
19,861
34,378
This year
Last year
£
£
194,231
139,561
194,231
139,561
Amounts falling due within
one year		 Amounts falling due after
more than one year
This year
£		 Last year
£		 This year
£		 Last year
£
2,768
2,535
-
-
1,835
-
11,063
7,503
-
-
15,666
10,038
-
-

Page 32 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 14: Charity funds

14 Details of material funds held and movements

Restricted Funds

Fund names At 1st April
2023
£		 Income
£		 Expenditure
£		 Transfers
£		 Gains and
losses
£		 At 31st
March 2024
£
Advice Service -
-
-
Jeans 4 Genes 3,078 -
288

-
-
2,790
Other funds -
-
-
-
-
-
Total Funds 3,078 -
-
288
-
-
2,790
Fund names At 1st April
2022
£		 Income
£		 Expenditure
£		 Transfers
£		 Gains and
losses
£		 At 31st
March 2023
£
Advice Service 10,000
-
-
10,000

-
-
-
Jeans 4 Genes 3,078
-
-
-
-
3,078
Other funds -
-
-
-
-
-
Total Funds 13,078 -
-10,000		 -
-
3,078

Advice Service

Restricted donation set aside to support the development and growth of this new integral BBS service.

Jeans 4 Geans

Funding to faciliate our transition work with Young People

Page 33 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Note 15: Charity funds

Details of material funds held and movements

Unrestricted Funds

Fund names At 1st
April
2023
£		 Income
£		 Expenditure
£		 Transfers
£		 Gains
and
losses
£		 At 31st
March
2024
£
General Funds 129,600 315,787 -251,342 -3,096 -
190,949
Chris Humphreys Memorial Fund 3,000 -1,407 1,000 -
2,593
Conference Weekend 25,000 -23,951 -
1,049
IT Equipment Fund 3,223 -2,178 -
1,045
Advice Service - -
-
Fixed Assets 1,145 2,087 -
3,232
Office Equipment 9 9
Other funds -
-
-
-
-
-
Total Funds 161,968 315,787
- 278,878
-
-
198,877
Fund names At 1st
April
2022
£		 Income
£		 Expenditure
£		 Transfers
£		 Gains
and
losses
£		 At 31st
March
2023
£
General Funds 121,203 242,781 -212,316 -22,068 -
129,600
Chris Humphreys Memorial Fund 955
-
-955		 3,000 -
3,000
Conference Weekend 24,045 -
-19,968		 20,923 -
25,000
IT Equipment Fund 7,170
-
-947		 -3,000 3,223
Advice Service 5,955
-
-5,955		 -
-
-
Fixed Assets -
-
-
1,145		 1,145
Total Funds 159,328 242,781
-240,141		 -
-
161,968

General Funds

General funds are donations and other incoming resources receivable or generated for the objects of the charity without a specific purpose and which the charity may use for its own purpose at its discretion.

Chris Humphreys Memorial Fund

This subsidy fund was set up in 2020 to support newly diagnosed individuals and their families to access our events.

Page 34 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Conference Weekend

Events includes the BBS UK conference, which brings together over 200 service users and interested professionals.

IT Equipment Fund

This fund was set up in 2021 in response to an increasing need for people with BBS to access services through means of digital technology based upon an assessment of need.

Advice Service

Core service set up In 2020 to support service users with accessing local health, education and social care services.

Fixed Assets

Fixed Assets which cannot be used to fund expenditure without being sold.

Note 16: Transactions with trustees and related parties

If the charity has any transactions with related parties (other than the trustee expenses explained in guidance notes) details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box or "False" if there are transactions to report.

16.1 Trustee remuneration and benefits

This year

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

TRUE

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Name of trustee Legal
authority (e.g.
order,
governing
document)		 Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value
Remuneration
Pension
contribution		 Redundancy
(including
loss of
office)/ex
gratia		 Other TOTAL
£ £ £ £ £
- - - - -
- - - - -

Please give details of why remuneration or other employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

Page 35 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Last year

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

TRUE

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Name of trustee Legal
authority (eg
order,
governing
document)		 Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value Amounts paid or benefit value
Remuneration
Pension
contribution		 Redundancy
(including
loss of
office)/ex
gratia		 Other TOTAL
£ £ £ £
- - - - -
- - - - -

Please give details of why remuneration or other employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

16.2 Trustees' expenses

If the charity has paid trustees expenses for fulfilling their duties, details of such transactions should be provided in this note. If there are no transactions to report, please enter “True” in the box below. If there are transactions to report, please enter "False".

No trustee expenses have been incurred (True or False) FALSE
Type of expenses reimbursed This year Last year
£ £
Travel 438 -
Subsistence - -
Accommodation - -
TOTAL 438 -

Page 36 of 40

Bardet-Biedl Syndrome UK

Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

Please provide the number of trustees reimbursed for expenses or who had expenses paid by the charity

4

16.3 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter 'true' in the box provided.

This year

This year This year This year This year This year This year
There have been no related party transactions in the reporting period (True or False) TRUE
Name of the
trustee or
related party		 Relationship
to charity		 Description
of the
transaction(s)		 Amount Balance at
period end		 Provision for bad
debts at period end		 Amounts
written
off
during
reporting
period
£ £ £ £

In relation to the transactions above, please provide the terms and conditions, including any security and the nature of any payment (consideration) to be provided in settlement.

For any related party, please provide details of any guarantees given or received.

Last year

There have been no related party transactions in the reporting period (True or False)

Name of the
trustee or
related party		 Relationship
to charity		 Description
of the
transaction(s)		 Amount Balance at
period end		 Provision for bad
debts at period end		 Amounts
written
off
during
reporting
period
£ £ £ £

In relation to the transactions above, please provide the terms and conditions, including any security and the nature of any payment (consideration) to be provided in settlement.

Page 37 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Statement of Financial Activities for the year ended 31[st] March 2024.

For any related party, please provide details of any guarantees given or received.

Page 38 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Stalement ol Financial Activities for the year ended 31, March 2024. CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independeni Examiner's Report Rvport to th¢ truste•sl momb•ri of 8ARDET-BIEDL SYNDROME UK (BBS UK} On accounts forth• y•ar end•d 31 MARCH 2024 Charty no (If •ny> 1181244 Set out on p#gBS 18 TO 22 OF THE CHAIR'S REPOqT AND ACCOUNTS I report to Ihe In￿let8 on my examinal•Jn oftr a¢eounts ofthe above charity Trusfi for th8 p￿d ended 31103r2024. ResponsIbili￿5 and As th8 thorlty tru8tees of the Tnjsl, you aro respon8ble for the p￿paral basi¥ of rnport ol the accounts in 8CCOTdanG8 with the iequlremtrnt8 of Ihe Charitvas Act 2011 fthe Aor). I report In r8gped of my examination ofth8 Trust'8 accounts carried out under section 145 olthe 2011 A¢t and in catyrg out my 8xamlnatlon, I have folowed th8 appfic4trA8 Directions gwen by the Charlty ComMi86￿n undw 88Ction 1445llbl oftho Ac. IndèpBndont I have rny ex¥Th￿n8tkln. I conftrm that no matsTkl matter8 have •x•mln•rfs stat•m•nt to my ait¢ntion in cs)nnection wilh the 9xaminati￿ whlth rne cause to bgleve Ihal in, any mater￿1 resp accounlirvJ T￿yd$ not kept in a￿dance ￿th 130 of Ihg Act or the ￿CuJnts do not acwl wrfh the aLwunting recrx I hav8 no ¢fjncom8 and have come ￿rO$S no thr matters In ¢omedkTrn with thg 9￿mina￿On to whK attention ¥hould be drawn In orferto enabk a prop8r undtrrstanding ofthe accounts lo be read￿d. Slgn•d: IT 10 N•rna'. MICHAEL BANNISTER Relevant pr¢f•8slonal quallflcatlonl•l or body (If any): Director. Aml¢us AcC￿ntancY Ltsl Chartered CgrtifK8d Accountan¢ts Addr•s5: ThE ￿￿TABLES, GOBLANDS rAR￿1 BUSINESS bEtfi RE. CEMEfERY LANE. HAOLOW. KENT, TN11 OLT Sectioii Disclosure Onty (#Anplgte rfthe exJniner ngeds to lighlvJM matter5 of aJn￿rn Is8e CC32, Independent ox))In*tion of ¢harity acccMJnts'. dlreclions And guidgn¢e for examlMr¥l. IER 17 Octr•b•r 2018 Page 39 of 40

Bardet-Biedl Syndrome UK Report of the Trustees and Stalement ol Financial Activities for the year ended 31, March 2024. Glve hef• brltsf detall* ot any ittms that the examlner wl$hg• to dlsclose. IER 17 Octob•r 2L118 Page 40 of 40