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2021-03-31-accounts

Charity Registration no: 1182525

SADIE BRISTOW FOUNDATION

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

ANNUAL REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2021

CONTENTS

Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 – 8
Independent Examiner's Report 9
Income and Expenditure Account 10
Statement of Assets and Liabilities 11

SADIE BRISTOW FOUNDATION

LEGAL & ADMINISTRATIVE INFORMATION FOR THE YEAR ENDED 31 MARCH 2021

Trustees

C Bristow E Ashley K Matthews C Moore L Donald (resigned 26 October 2020) P Dear (resigned 26 October 2020)

C Kitson (appointed 26 October 2020, resigned 1 September 2021) D Proctor (appointed 26 October 2020) C Huggett (appointed 19 January 2022) C Pennells (appointed 19 January 2022)

Charity registered number

1182525

Principal office

24 The Crescent Chartham Canterbury Kent CT4 7PX

Ambassadors

Kati Rust Thalina Houghton

Bankers

Barclays Bank Plc 9 St George’s Street Canterbury Kent CT1 2JX

Page 1

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

The Trustees present their annual report together with the financial statements of the charity for the year ended 31 March 2021. The Trustees confirm that the annual report and financial statements of the charity comply with the current statutory requirements and the requirements of the company's governing document.

Objectives and Activities

a. Policies and objectives

In setting objectives and planning for activities, the Trustees have given due consideration to the Charity Commission published guidance on the operation of the Public Benefit requirement.

The charity's main objects are:

Sadie Bristow Foundation meets the definition of a Public Benefit entity under FRS 102.

Achievements and performance

a. Review of activities

The Foundation engaged in two principal activities during the year in line with its above stated objectives 1 & 2:

  1. The Sadie Bristow Foundation continued operations in two schools in East Kent, which included providing the “Sadie Way” fitness and tennis coaching programme. The programme continues to be tailored to match the individual schools requirements and facilities. We continue to provide fully trained instructors/coaches equipment and technical resources to both schools. We on average spent 10 man hours per week and provided lessons for all ages and abilities. The programme was provided free of charge to the schools, however the Covid -19 pandemic did suspend these activities during lock down but resumed thereafter.

  2. The Sadie Bristow Foundation has worked extensively to raise awareness in the community of the issues regarding Allergies and Anaphylaxia which endangers so many lives.

Page 2

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

a. Review of activities (continued)

The Sadie Bristow Foundation has set up the East Kent Allergies Group which meets at various locations around the county and invites mother and their children to attend a safe environment and discuss their issues. The Covid-19 pandemic has suspended these meetings until that situation changes.

School Tennis Programme

The emergence of the COVID-19 pandemic during the year, which as for many organisations, led to disruption to our activities. Our Schools tennis programme was modified during the year whilst schools in the UK were required to close. This included creating a series of online weekly videos which were distributed to children through our Social Media accounts, and encouraged children to continue to be active whilst the nation were asked to stay at home.

Following the relaxtion of Government restrictions, and the reopening of schools, we were able to return to this schools and continued to deliver our programmes in Kent schools, providing physical activity and development of sporting fundamentals to primary school children.

Adapting to regulations, in our sessions we were able to continue providing opportunities; a sense of engagement; enjoyment and education via activity; wellbeing and a sense of achievement.

Page 3

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

School Holiday Activities

This year we ran several activity days for primary school aged children during the school holidays, to continue offering them opportunities for physical activity and development of sporting fundamentals, and supplment our schools athletics programme.

This included the tennis fesitval day held in August 2020 which included tennis, athletics and games for children aged 4 – 11 years. The day was provided free of charge to the children.

Fundraising Activities

Despite the complications arising from the pandemic, and the resulting Government restrictions, we adapted our fundraising activities where possible to be held safely or run online using our Social Media accounts. We are grateful for the help and support given to the charity throughout the year, which has supported the services provided by the charity.

Fundraising events held by the charity during the year included:

The 2.6 Challenge – activities included:

Stewart, Sadie’s Dad, undertook a 2.6 challenge formed of 26 activities over 26 hours, split over 2 days. The activities included 26 push ups, 26 star jumps, 26 tennis volleys, 26 minutes of netball and a 26km bike run.

Charity Ambassador, Kati Rust, undertook 26 miles cycling on an exercise bike.

Daisy, Sadie’s best friend, undertook 26 acrobatic and dance exercises, including 26 push ups, 26 handstands and planking for 26 seconds.

The Wilson family completed 26 miles via laps of their home and garden. In total, across the various 2.6 challenges, £2,500 was raised for the foundation and a variety of charities!

Page 4

SADIE BRISTOW FOUNDATION

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

Tennisathon 2020

On Sunday 11th October, Sadie’s Dad, Stewart took to the court at Bridge Tennis Club for 16 hours. He was partnered with Jake Wilson (aged 13), who was a good friend of Sadie’s and her training buddy for over 3 years. Together they took on a different pair every half hour from 6am until 10pm.

All slots were taken and there were so many people there to support their marathons. There was also minitennis on offer, refreshments, a great raffle with some fantastic prizes including:

Financial review

For the period ended 31 March 2021, income amounted to £23,020 (2020: £54,868), and expenditure amounted to £6,005 (2020: £37,362).

As a result of the above movements, a surplus of £17,015 (2020: £17,506) was reported for the year. Funds carried forward total £34,521 (2020: £17,506), of which £31,571 (2020: £17,506) are unrestricted funds and £2,950 (2020: £Nil) are restricted funds.

a. Going concern

After making appropriate enquiries, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the Accounting Policies.

At the time of signing the accounts the Trustees are aware of the potential economic and social effects of the Covid-19 virus outbreak. The full impact of the pandemic on the UK economy is yet to be seen, but the charity will continue to seek to mitigate this risk by following the UK Government’s guidelines and adapting/developing its own internal strategy.

Page 5

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

b. Principal risks and uncertainties

The trustees have assessed the major risks to which the charity is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

c. Reserves policy

The trustees aim to maintain reserves at a level they deem sufficient for the future needs of the charity and are aiming to maintain reserves at a level sufficient to support 10 months of expenditure, which, based on the average annual expenditure since the charity was established would amount to £14,750. As at 31 March 2021, the free reserves amounted to £34,521 (2020: £17,506) and therefore this policy has been achieved this year.

d. Material investments policy

Investment activities are managed in line with the requirements of the Trustee Act 2000. The trustees, having regard to the liquidity requirements of operating the charity and to the reserves policy, will operate a policy of keeping available funds in interest bearing deposit accounts and seek to achieve a rate of deposit which matches or exceeds inflation as measured by the Retail Prices Index.

Page 6

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

SADIE BRISTOW FOUNDATION

Structure, governance and management

a. Constitution

The charity is a Charitable Incorporated Organisation registered on 30 November 2018. The registered number is 1182525. The governing document is a Constitution dated 30 November 2018.

b. Method of appointment or election of Trustees

The management of the charity is the responsibility of the Trustees who are elected and co-opted under the terms of the Constitution.

The governing document prescribes that there shall be a minimum of three trustees and a maximum of twelve. Every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. In selecting trustees, the charity must have regard to the skills, knowledge and experience needed for the effective administration of the charity.

Prospective trustees are recommended by existing trustees to join the board of trustees, or advertisements are placed in the local press.

c. Policies adopted for the induction and training of Trustees

The charity makes available to each new trustee, on or before his or her first appointment:

(a) a copy of the current version of the Constitution; and

(b) a copy of the charity's latest trustees' annual report and statement of accounts.

d. Organisational structure and decision making

The trustees consider the trustees to compromise the key management personnel of the charity in charge of directing, controlling, running and operating the charity on a day to day basis. All trustees give their time freely and no trustee received remuneration in the year for services as a trustee.

Any trustee may call a meeting of the trustees. Decisions are made by a simple majority of votes cast at a meeting. In the case of an equality of votes, the person who chairs the meeting shall have a second or casting vote. No decision shall be taken at a meeting unless a quorum is present. A quorum is three trustees, or the nearest number to one third of the total number of trustees, whichever is the greater, or such larger number as the trustees may decide from time to time.

A meeting may be held by suitable electronic means agreed by the charity trustees in which each participant may communicate with all the other participants. Any charity trustees participating at a meeting by suitable electronic means agreed by the charity trustees in which a participant or participants may communicate with all the other participants shall qualify as being present at the meeting. Meetings held by electronic means must comply with rules for meetings, including chairing and the taking of minutes.

Page 7

SADIE BRISTOW FOUNDATION

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 MARCH 2021

Trustees' responsibilities statement

The Trustees are responsible for preparing the Trustees' Report and the 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 & Wales requires the Trustees to prepare financial statements for each financial 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 these financial statements, the Trustees are required to:

The Trustees are responsible for keeping proper accounting records that are sufficient to show and explain the charity's transactions and disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

This report was approved by order of the members of the board of Trustees on 21 March 2022 and signed on their behalf by:

................................................ C Bristow Trustee

Page 8

SADIE BRISTOW FOUNDATION INDEPENDENT EXAMINERS REPORT FOR THE YEAR ENDED 31 MARCH 2021

Independent Examiner's Report to the Trustees of Sadie Bristow Foundation (the 'charity')

I report to the charity Trustees on my examination of the accounts of the charity for the year ended 31 March 2021.

This report is made solely to the charity's Trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008. My work has been undertaken so that I might state to the charity's Trustees those matters I am required to state to them in an Independent Examiner's Report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the charity and the charity's Trustees as a body, for my work or for this report.

Responsibilities and Basis of Report

As the Trustees of the charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the 2011 Act').

I report in respect of my examination of the charity'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 2011 Act.

Independent Examiner's Statement

I have completed my examination. I can confirm that no 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 charity as required by section 130 of the 2011 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination.

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.

Signed:

Dated: 21 March 2022

A. S. Joiner 10 Hillcrest Road Littlebourne Canterbury Kent CT3 1TJ

Page 9

SADIE BRISTOW FOUNDATION FOR THE YEAR ENDED 31 MARCH 2021

Income and Expenditure Account

RECEIPTS
Charitable activities
Trading
Voluntary income
Fundraising
Investment income
Grants
Bank interest
Loan
Total receipts
PAYMENTS
Direct Payments
Trading costs
Fundraising costs
Costs of generating voluntary income
Costs of charitable activities
Deliverance of objectives
Total Direct Costs
Indirect Payments
Governance
Capital equipment
Donations
Legal fees
Loan repayments
Total Indirect Costs
Total Payments
Net income for year
FUNDS
Funds brought forward
Funds carried forward		 Unrestricted
2021
£
149.00
924.51
8,340.18
10,655.57
-
-
0.41
-
20,069.67
940.93
98.15
-
15.60
4,520.00		 Restricted
2021
£
-
-
-
-
-
2,950.00
-
-
2,950.00
-
-
-
-
-
-
-
-
-
-
-
-
-
2,950.00
-
2,950.00		 As Restated
Total
Total
Period Ended
2021
31/03/2020
£
£
149.00
11,498.97
924.51
646.05
8,340.18
16,966.01
10,655.57
21,977.86
-
-
2,950.00
1,500.00
0.41
-
-
2,278.94
23,019.67
54,867.83
940.93
2,910.00
98.15
3,612.62
-
6,427.32
15.60
522.99
4,520.00
19,664.54
5,574.68
33,137.47
277.69
862.45
152.40
1,082.95
-
-
-
-
-
2,278.94
430.09
4,224.34
6,004.77
37,361.81
17,014.90
17,506.02
17,506.02
-
34,520.92
17,506.02
5,574.68
277.69
152.40
-
-
-
430.09
6,004.77
14,064.90
17,506.02
31,570.92

Page 10

SADIE BRISTOW FOUNDATION FOR THE YEAR ENDED 31 MARCH 2021

Statement of Assets and Liabilities As at 31 March 2021

ASSETS
Cash at bank and in hand
Cash in hand
Bank current account
Fixed assets
Computer equipment
Stock
Trading costs
TOTAL ASSETS		 Unrestricted
2021
£
302.35
34,218.57
34,520.92
1,235.35
2,942.93
38,699.20		 Restricted
2021
£
-
-
-
-
-
-		 As Restated
Total
Total
2021
2020
£
£
302.35
179.78
34,218.57
17,326.24
34,520.92
17,506.02
1,235.35
1,082.95
2,942.93
3,502.00
38,699.20
22,090.97

The charity did not have any liabilities as at 31 March 2021 (2020: £Nil)

The comparatives have been restated following identification of previously unrecognised cash receipts. Consequently, income for the period ended 31 March 2020 has been increased by £558.80.

No remuneration or other payments have been made to the Trustees' for their services as board members in the period.

No trustees' were reimbursed expenses in the period.

During the period, the charity engaged the tennis coaching services of Stewart Bristow, co-founder of the charity and husband of trustee, Clare Bristow. In the period, the total payments for his services were £3,000 (Period ended 31 March 2020: £11,162).

There were no other related party transactions.

The financial statements were approved by the Trustees on 21 March 2022 and signed on their behalf by:

…........................................ C Bristow Trustee

Page 11