SADIE BRISTOW FOUNDATION UNAUDITED TRUSTEES, REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024 FOUNDATION
SADIE BRISTOW FOUNDATION ANNUAL REPORT AND FINANCIAL STATEr8 FOR THE YEAR ENDED 31 PAARCH 2024 FOUIIDATIQ copirENTS Independent Exwninorfs Report Slatwngrt of Assets and Lknblltties 10 11
SADIE BRISTOW FOUNDATION LEGAL & ADMINISTrAllVE INFORMATION FOR THE YEAR ENDED 31 MARCH 2024 FOUNDATION E Ashley K Matthews {ragnwJ 7 AUgt 2024) C Lgett (resign 20 May 2024) J S Jordan (appcAnbJ 28 November 21Y23) Dr K E HaMrtolVe$t (4)pointed 27 Fe 2024) M A M Femand82 lappointsj 7 August 2024) A S1 {appointed 7 Awust 2024) Chaiity reglstered numbor 118252S Princyal oifK• 24 The Crescent Chartham C8nterbury CT4 7PX AmtA$sO Thalina Hcrfwh Banke Bardays Bat* PIC 9 St Gwe's Street CT12JX Page 1
SADIE BRISTOW FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2024 FOUNDATIOII The Tntste8s present they annual rerA)rt tcgethw with the Statem of the charity for the year ended 31 Marth 2024. The Trustees confimi that the annual report and financof Statem ofthe chorty ¢onyty wlh the current stautw requirempnts and Ihe of the companrfs go¥emiv¥J doGwnerL In seth.ng 0ectI and pnIng fix acvibos, tho Trustees have grRn du8 ConsideratK to Ihe CharY Commission published guidance on the cwatm ofthe P1¢ Benefft requirement The charitYs man thiects are.. (1) F the benefft ofthe to athance in lrfe and help chren and yourvj peopl& by ¢xganisww c provKliry facili8s whth wll gn)le and encourage them to wtiupate in actwities. in pariicular bLrt exthswety tennis or mini tennis. with the of inwroving their ccrfKlitns of Ife and devel¢JpirvJ ther skd15, capaoties arKI (iditie5 to enaAe them to wli(yte in ¥ocEty as mwe and resp)nsibk tridividu$. {2) The relrel arvj the pre5erWaiQ aTrJ proteclK)n cl g(KwJ hedth in PartlaT but not ex¢kBNdy by.. (a) providing infomth al)oul $eVe allgiC corKlilkins aKI where prthl help support (an be fwnd: (b) making grants to chwlies to fund research intothe Garo OfsevO allergi IrlionS (WOV the useful resuhs of sh reseah is pthbshod); (c} making grants cther finar11 Provision for Ih8trainirvJ of nurses and other m&JKal staff inv(Jl¥ed in the cwe and tre8tr))ent of p8opl8 Serfere 8gi¢ conditiorn. Sad Bristow Foundati) moets the definitKm ofa Pubk Benefft entity uThJer FRS 11r2. Revlow of acllvMIgS The Foundation engaged n iwo princpal aaivitses during the yew in Inewith its abo stated obied1 1 & 1" 1. Th Sadie Brist(pN FoundalK continued operati(Th li iwj sclKwJls n East Kert irKILwJed pn>vklirg the"SOd Way. fftness and tenni5 Coaching Prcgramme. The progranme continu8S to be taik)r&J to match the irtdNidual schools requIrents and fKilibes. We conlinue to PVle ful trained instructorsleoaches equiwnent and technical resources lo both schools. We C average spent 10 man hows per week and provwjed lessons for all ages and The WegrMe was provvjed free of Gharge to the sthTr)1s. l The Sadie Brist(yw Foundalion has orked exlensivety to rdkse ¥Waren in th& c(Ymiunty ofthe igsues regardllig Alies and Anaphylaxia which endangers so many lives. Pe2
SADIE BRISTOW FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2024 FOUNDATIO a. Review of activities (conllnued) The Sats Bri8t(M Foundati Iw s& up parents to peer support groups. whith ran once a heJ by Clare Bristow in ilthtsta)le. Your rrMMey was able to pay fc our nthv bowd member and paediatric clintsl psychokyJi8t FnCesca Sawyer to prov¥Je diled guwjance on h(w to support pwts and Chdren with aMety relabj to social situatNM& Clare continugs to secure the nue ftrfree so tIt your efftirts go into trtsd supwt WS1Onal sh as F School Tanni8 Progrnnrn• The charity ntinued ilh ijur s1$ tennis prc#3ramme durng the yoar, and the charliy have c¢)mp 4 years al Bridge sc in Kert Sm ofthe high1m$ frixn the pwramme in the last Year Our tennis groups errtered th8 county sGFKX)Is quaifws at Cantwbury Polo Fami with 30 chiklren tskiThJ parL Across three ¢gorbes. 10 childron qualifiwj for the county finals in BMW. h was by everyone and a fwrtasli¢ experierKe all around for the children. Well done to every took part. We all super proLMJ. Free Cline SIrgY awareness sessi( ts SE8 clth and fhe3.. A t S$. whhth also led SBF me travelling to leistef f)Iball dub to delpr in PsOn SOSS to over 50 coth8. Ow coaches Contire to amend and tsil(Y sessi($ baY Up fee(back tr¢ the children. Alleryy AvAr•ness Activitias Th8 chority continuedto raise thvarefte ofalk8s and share alvKeith pargnts to hthwn idertify potenlial 8llery8n8 hcmy to manage them. A fffiy otthese xti¥8S in th8 yearwwe.. Trustee ClaTr Bristthv devek)p&l an for the unr¥eisity teaching hjsprtal at SouthwTVton. After having atten¢ th8 BSACI 0)nferen last year. she vras asked to prepare the MalwlS for hirwJ student nurses, ¢overiru a parenys liviThJ with allerg. Thi8 ¥fdS thefyst mod Running a nuffthr of online Support sesslons with support frcn guest speakers WUl1g Dr Francesca Sawer. a clinwal psyctthgisL Taks heJ 100 parents, iUded. ti)s on h(Mr to marwe gnxi wtrn kids we stsying away sthTr)I residenbal Help with OIT o do you start to introd9 fld y¢)u your thild ¥houhJ bg safe with bth you resti1 their digt xTr much as you fear evwthing o ttping Mec115m$ as a parent that suffers wthh anxiety Htyw to discuss with children {with akrgies) seriou8 Ilw are but K)Ut scarwu them. SupFxxt for mull mums with babies with a16$ Suggestion supwtng anxth in tewb with food all•r9y Shared contert online fLY aety in teen$ cowing topu whith help young people reeognke . teachiry coping skills. and understandirg the drfference between allwgic reacknns and anxi resrM)nses. This is aChj through the us& of the charitys social medk3 channeles and IncoOrating sharing of thg work and insJhts of eyFvts including Dr. Leth Ku9ekw and Odile Stherrer. Ctinwl Page 3
SADIE BRISTOW FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2024 Coibto FOUNDATION Aleryy M•nagom•nt Fund Laun The ne Sadie &istiyw FourMJalw)n AllgY Fund wil be used to support argy f8mkn with evwday lile as they come to tems wilh tha inp8ct of a diwosis. Vlth waftiry lists for rderrals somelimes being &12 months on the NHS, and fLthw LP appointments often being that or k)ngef, with a118rgies, e(2ema. and asthma are often left to * eVdaY Ife C Iheir n. Thts is where the Dr Helen Alergy'menknhip, inio play. Togdher we to fill In the gaps, tPK)se questpJns Ilmt WOU dhepwise wait Unt your next appointment. help you be heard rf struggling fc a referral or trealrn, l yw navigate evwyday lrfewith the uncertainty that these ¢ditiOnS can bring. hatsu ortis rovided? Thre9 m¢)nth's wCh of daty supp(xt from Helen (GP and Algryy Speci). Supwt frn a dietician. dermatokSyln nurse and a clwiKa psychok>3isL Exdusive re8¢wr, a back cat&)gue of Q&As. plu8 eXP8rt SP8akw taks M a wide oftrpic& Intr0thIng kn Orzel. a remakth ski racor prwjty rewting Team GB. D88pk f&ing mulliple Ir thr&ning rext10 due to his nut allgrgy, Adan remains urKlelerred. His unwaverlng dedicalion to wasing allerw awareness has led hin I0)1n us as a pastsKinate Ajthssador for Tee. from Allergies in Bohl and Foundatim Amba8wlor, intervi&ved Adam. They del¥ed into his personal joumgy vlith algrgies, discussuig how he navigates his corKlibon whilg cIMnpoting w an intomati(K)al stage GB, and what mcivated him to become an Ambassador. You Can catch the fvll Adam on ourwebsits.. htt .'Ilw.tsadiebri&¢hvfoundatK)n.or .ukl...lr..J lov1 sking with Iw Dad, zoc¥ning d(Mn sk)p8s for over 80kms a day. We're incredknly proud to hav Adam ryresent Salig on sbpes as part of ourteam. You can k>)k foArd io Adan's contributions arKI insights a5 an athlete. sh&kling lJht on hcA¥ sports can bolster the confidence of thiklren with 4lergies, arKI shafiry his str9w for managing akrgies le cell1j internaionaly. whith wll undothtadly be irNaluable for youw pewkn and families nwgali allw9ies. Fundrablng Athltlol We are grateful for he4) and support given to the clwlty througlKul the year, whkh ha8 $pOrted the Fundr8isiry events hokj by the charity duTirvJ the year induded.. Party in the Garden at Haywaw) P> in Brwnling, which rKludvJ fve music. karaoke aKI a rafi. raising £1,094 for thg ¢h8rty The charivs annual Tennisathon at Bridge Tennis dub. rsing £1.140 forthe charity A number ofworKlerful volunteer5 completed the Three Pes Challry rsir9 an incredble £6.761 for the charity Peak Wal Paddle- On Jung 2 2023, wilh their D in tvH, Jake and Ph(th trekkgj up and over the talt mountain in Englandmmes. Sn¢ywdon, fobjwed by a bko ride io lh8 crf the lryst l*e in Wales. Ln Tegid (Bala). and finaly completing the challenge by using paddleboards & kayaks to paddle the length of the lake. finishin9 before the sun w1 dcA¥n. The rdised an amazllw £1.582 for the chaity Page 4
SADIE BRISTOW FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2024 Ciibtfj FOUNDATION The bcd oftrusts woukl le to thank all ofthose th have given thrtiM0 and donaèj tcwards the chIty'S w(x Flnanclal r•vitraT Forthe year end8J 31 Mh 21y24, inc(¥ne amounted t¢ £28.037 (2023: £12.9301. and eXditUre 8nv)unted to £18.025121r22: £22,859). As a result ofthe thve moveme. a SuU5 of£8.012 {2023: defiot of£9,930) was reported forthe yoar. Cash reserves wied foThvard total £34.412 (2023.. Q6,4001, £24.56212023.. £26.270) unTtriCted fvnds. £8.CM)012023.. £Nd) e desvJnd funds and £1.850 (2023.. £130) are restrith funds. a Golng concom After ning appropriate enquwies. the trustg9s hwe a reasonable expectalm Ihat the charity has adgquate resources to continue in (ywat81 existence for the foreseeable future. For this reas they continue to adt the goirw conwi basis in Fwring fin181 statrts. b. Principal risks and uncertainti•s The trustees have asses8ed the mèior risks to thg dwrfy is exp08ed. and e sisfd that systems arg in pkn to mitigate exposure to the nw ri8k8. The tteeS aim to maintain reseNes at a they deem suttwt for t1 future needs of the chity and are aimirvJto rnaln1n reserves ata level suffKiefrtto support 10 rr#)nthsof expeNJitur•. based on the avwe annual since the chanty was established woukl aUnt to £15,021. As at 31 March 2024. the free TeSWV¢S •Th)unted to £32, (2023: r26.27Q) and therefrye this polw has been nla1nj in thi6 year. d. Pjalerfal Investsnents poll¢y regard to Ihe IiquKIty requirennts of opèrating thè charity and to thè reseNes pICy. wll a poltcy of keepirvJ avaikble fvnds wi interest bearing deposit accounts and seek to xhieve a re of depositvthich mat orexceeds infi&ion as measured by the Retail PrKes Ind8 e. Futurn plans Th8 tK>ard of lrn$tees' ¥e keen to expand upc#) the the chwity. partipjlwty In the charity's alleryy •Men8ss arKI support woth. Currentty a limiting factor #i the CharS abilty io deliver Up tyjr obj&tives for raising allergy wwar8n8ss suptM)rt in Kent is the Charity's reliance U1 V(4unteers. Ith18t the charity values the amazing ¢(lbUl)n th its volunteets make. the board of trust feel that the charity will be able to cale WO through the appointsnent of an employee. Thus. the board plan to seek 4)propriatè fvnding to enabk to charity to apFw)inl a CEO. which WILI to help drive f(xward tho board'$ v75iw for the Additionaly. the charity has wenty Lqunched the Alttgy Management Fund and are plannlng to dev a psycwy online course, both of wll expand the charity pmvi5ion of SLPPOrt to Indldual5 arnl families affd by amwgies. in addthon to helping furth Ihe rE¥th in Constltutlon The charity 15 a Charilable Incorwred Oryanisathx) regi8ternJ on 30 November2018. The registered number is 1182525. The govemirvj dnent a Consttubon dated 30 November 2018. Pag8 5
SADIE BRISTOW FOUNDATION TRUSTEES. REpoirr FOR THE YEAR ENDED 31 MARCH 2024 FOUNOATIOII The Magrent ofth8charity 18 the re¥Jnsibilty ofthe Tnt$O weelecled and cTropW uThJerthetem of the Constitutb)n. The goveming durnet presctbes that there shal bg a mtnimum ofthree trustees a maximum oflwelve. Every truslee must be appointed tsatemi ofthree Y6 by a re8dutKJn passed at a OF convened meeting ofthechanty trustees. In sewing trLtstO8s, the ¢harrty must have regard to the skills. kr• and experi reded for the effective adminLstratw)n ofthe charity. pked in the kxal pSs. Polici8$ adoptsd for the Inductlon and tralning of Tru8S The charty makes availthle to 8h nff4V trustee. on or before1%5 or herfirst 4)pointment {a) a copy of the current vwwn of the Conslituth)n,' and {b) a copy of the charivs latest trtees, annual rwl and Statem ofaceount& d. Oryanisational stnKturn and deGi5ion making The Intee$ considw the trustees to corremiSe the key management perSne1 of the tharity in charge of directing. contrc41ing. runnirKJ and operatirwJ the clwity on a day to day basbs. Al tnth give their time fT Ary trustee may ¢41 a of the trustees. Dec1sK$ ate a swry)te maioriiy of vcles cast & a meeting. In Ihe case of an equa of votes, the person tK) (Jwirs the rr8tiNJ shau have a sec(xMI or casting vote. No Shall be tsken at a meeting unless a quorum is pSeDL A quorum is three trustees, or th& nearest nurtier to one third of the tolal number of truslees, whthever is the greaker, or such larger number as A meeting may be hehl by suitatle eIPLtrcfft means agreed by the chartytrustees in vthich each partpant may CommUnte with all the other porticipants. Any charity tfustees partKpatsng * a meding by suitabk electronic nwns 8gr*J by the chwity trl in which a participant (Y partKipants communKate with all the (ther participants shall qualrfy as being presenl at the meeting. Medirvjs hek1 by elKtronic must compty with rulEs for meetings. Inc1j1n9 chawiryj and the tskiry of minutes. Page 6
SADIE BRISTOW FOUNDATION TRUSTEES. REPORT FOR THE YEAR ENDED 31 MARCH 2024 Ciibto FOVIIOATION Tno1e•s' Mponsibiliti•s stat•m•nt Trusiees ¥e responsible for preparing the Trustees. Rwrt and the ffftanual Statem in &eordance WT pIKle and Urtrted Krydryn Accounting Skndards (United Jfjrydom Gw)eya1 Accepbj AccountiTrJ Ptice1. The lthv 4)klKableto Char•S in England & Wal8s wuires Ihp Tn b prgpwe finla1 statements for eath fin¥Kial year which gbve a true fair Vi of the stale of affairs of Ihe charity and of in¢oming reSOue3 and alcatiOn of res(rCeS ofthe charty for thal per. In prepwing these fina91 statements. the Trustees are required to.. Select 8uitabk accourting policKs aThl then ¥pty them CAMtsterity; make and unlIng estimates Ihat are reasonable and pnthnt.. prepare the finarla1 staterws on the wivj c¥)ncem ba8 unl886 it is inappwriate to presu that the charity wll eontinue in operat•]n. The Tnthes ave ponSIble for keepirKJ rKoper 8uuntiThJ réccdy that ar9 ¥Uffint to sh and explain Ihe h1$ transactions and disckxe with r}nknIe accuw at any bme the financi posKJn ofthe charity and ab them to ensure that the financial slatemerts c(¥npty wlth the charit Ad 2011. the Charity (Accounts and Reports) Reguktic$ 2008 provisions ofthe tntst deJ. They are also reSW>nsib for safeguardi Ihe assets of the and hence for tskg reasonable Steps for tha praventkin and detin of fraud and hgr irregularit. 3010112025 This rwt was apwowj by order ofts merr8[S ofthe l>)ard olTntstee& on ....................... and svJned on their behalfby: C Brlstow
SADIE BRISTOW FOUNDATION INDEPENDEKf EXAMINERS REPORT FOR THE YEAR ENDED 31 MARCH 2024 Ciifyto FOUNDATION Indgpwdent Eumins Report to the Trustms of Sadle Brfstow Fwndalion (l'¢harIty I rq)ort to the Ghaiity Trustees on my examtion of the &CnIS ofth8 ¢hwty for the year eThJed 31 2024. This rfjprt is made soldylolhechwis Trustees. as a tM)Jy. in rdanC8Wrth Part 4 dthe Chwilies (Accounts and Reports) Regulations 2¢))8. My has bgen uThlertaken so that I might state to th9 charitys Tnsstees ltrwxe mailers l am required to state to them in an Independent Examir)erfs Rept)rt and for no othw purp. To Ihefullest exlent pemNtted by I, I do pt or a$sme responsiblty to anyone IAh¥ thpn Ihe chwity and the ch8riVs Trusteeg as a br. for my work iforthis rgwL R8sponslblMllos and Basis of R•port AS the Tnjstees of the charity you arg responsible for the preparah)n of the acconlance wilh the requirements of the Charth8sAct 2011 2011 Acr). I report in rospt of my exanmnation ofthe ch¥ty's accounts canied out under sect 145 ofthe 2011 Act and in carrying out my examinath)n I havefolkAved all DI[11( given ty Ihe Chwity Commission under section 145(5)Ibl of the 2011 Ad. I have compknw myexwnination. I can confim)thatM maters have (x)m8to ry attention in cnnnection wnh th8 examination gr¥ing mp (xuse to believe Ihat in any materid reSPt accounting rJrdS were not ke0 in re8pect ofthe tharity ay requir&J by seclion 130 of Ihe 2011 Act: or accounts do not CorlYwith the wlicle requireThts corwning the fom and content ofaccounts set wt in the ChariiEs (Aco)unts wd Rewrts) Regulations 2008 rAher than any requirement tr1 the xcounts and fair nota malter Cls1dered as partofan irmlepdeftt examination. I have no concerns WKI have I>eaC0Ss no cther matters in Connect wtth the exarrllnation towhith attenlion shDuld be drawn in this rewt orderto enable a propw undeTsIwKlry ofthe accounts to be reached. Sfj9ned: Dane John Vknrks Gordon Ro&1 CT13PP
SADIE BRISTOW FOUNDATION FOR THE YEAR ENDEO al MARCH 2024 Iwome and Expenthure Attount FOIJ14DA TIQW T¢Xal 2024 Totul 2023 2024 2024 2024 RECEIPTS Charitable artivities Trading Voluntsry incorne Fundraisi Grants Bank interest 3,817.60 1.108.34 10,489.87 8.620.96 3A17.60 1.108.34 10.489.87 8.620.96 2.(W.OD 1.264.71 25.1YJ 5.645.81 5.993.98 2.CiKI. Total receipts 24.036.Tl 2JXKI.I)0 2671 12.929.50 PAYMEKrs Dirert Paymerbts TrddirE costs Fundraising costs Costs of generating voluntary Incorne Costs of charitable artivitles Dellverance of objettbves Research grant 68.1 4,012.23 3.626.38 2.342.78 1,814. 2.342.78 1,814.¢XI 377.46 7.668.71 5.CLMIIxi 377.46 7.948.71 5.IXK). 628.70 I392.26 Total Dirert Costs 17202.95 280.00 17.482.95 ZZ7.63 Indirert Payments Governance Capital equipment 541.97 541.97 631.58 Totsl Indlrert Costs 541.97 541.97 631.58 Totsl Payments 17.744.92 110.00 14024.92 2l859.21 Net lexpeThliure)fincomefrY year 6291.85 720.1)0 8JJll.85 (9.929.71) FUNDS Funds brought forward Trdnsfe FNIS canied foThvard 24270.06 18.IXKI.00) 24,561.91 130.00 26.4rKJ.06 36.329.77 8.(X)Q.00 8,000.(KI 50.00 34.411.91 26A(X).OG Page g
SADIE BRisfow FOUNDATION FOR THEYEAR ENDED 31 MARCH 2024 Ciibtott Statern of Assets and Llablltles As at 31 M•rth 2024 FOIIIIDA TION 2024 Z024 Cash at bank and in hand Cash in hand Bank current account 24.561.91 8,(.1)0 1,850. 34.411.91 26,41.06 2491 &850.(MI 34411.91 26AOO.( Computer equipment 1.60&55 1,608.55 1.60&55 Trading costs 2&65 26.65 250.[) 26J97.11 8.IXKJ.(XI I.00 367.11 30A5&61 The financ1 statements of the chailty. whith is a public benefft entity. have been prepared on the receipts and payments basts. The tharity had liabilities of £Nil as at 31 March 202412023.. £Nil) Desi8Trated fund5 as at 31 March 2024 were forn of the follows: Allergy Managefflent Fund Psythology Course The tharity have des jned £5.(MK> towards the establishment ofthe Aller8y Mana8ement Fund. whirh will be used to support 30 allew families with everyday life as they come totemis with the impall of a diagnosis. Thls fvnd is èlso intended to be used towards fundln8 $earth Into alleryles. The pSYd course Is a module to be developed as on online course whlch will be made available for psytholo8ists ènd other health profes5ionafs to take. wrth the aim of imwo¥in8the skills available in the health care profession to support the needs of the individuaLs and families afferted by allergies. Restricted funds relate to a Kent Comrnunity Foundath)n grant of £2.000, wecel¥ed to fund the opeTatlon of peei to peer support groups. to provide help to families and individuals affected by allergies. As at 31 March 2024. £15Q of the had been 5penL No remuneratlon or other payments have been made to the Twstees, for thelr servkes as board membets in the period. Page 10
ME BR15TOW FOU14DATh)N FOR THE YEAR ENDED 31 MARCH 2024 POiINDA TION Note5 to the Accwnts (continued) During the year. e¥pense5 of £Nil12023: £41.77) were reimbuwsed to nil12023: 11 trustees. Ouring the perlod. the chaiity engaged the tennis coachIa ser4ices of Stewart Bristow. ctrfounder of the charity and husband of trustee, Clare Bristow. In the period, the total payments for his serVe5 were £5.140 {2023.' £4.5401. There were no other relaied party transaalons. 3010112025 The financial ateMents were approved bythe Trustees on ........................................ and signed on their behalf by: C 1$¥ Page 11