Trustees’ Annual Report for the period
From April 2023 to March 2024
Charity name: Eastbourne BreatheEasy
Charity registration number: 1186901
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | For the public benefit to preserve and protect good health among and relieve the needs of, people who are suffering from Chronic Pulmonary Lung Disease, their families and carers in Eastbourne, East Sussex and the surrounding area. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Providing support groups which provide information, advice and organised activities which promote a healthier lifestyle, such as social meetings, a specially adapted disabled person’s allotment and pulmonary rehabilitation exercise maintenance programmes. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have had regard to the guidance issued by the Charity Commission on public benefit and have all had copies of the relevant documentation. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | n/a |
| Policy on social investment including program related investment |
Para 1.38 | n/a |
| Contribution made by volunteers |
Para 1.38 | There have been ongoing contributions made by volunteers such as providing our disabled allotment, an annual outing to a place of interest and Christmas Lunch. Our volunteers run monthly group meetings in Eastbourne and are involved in officiating at weekly pulmonary rehabilitation exercise |
maintenance programmes at three different locations that run throughout the year. Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | The charity holds monthly meetings for its members where they enjoy listening to invited speakers, partake in a lively fun general knowledge quiz with prizes, an hour-long seated yoga session and a bumper raffle to raise money for the charity. Our monthly meetings are also an opportunity for our members to socialise with other service users to reduce the feeling of isolation. These meetings have become a very important of their social calendar. Our continued arrangement continues with the Physiotherapy Department at the University of Brighton whereby students on a PhD course provide their expertise in pulmonary rehabilitation exercise. This enables the students to understand pulmonary disease and help our members carry out the right exercise for their conditions. The pulmonary rehabilitation exercise maintenance programmes have proved to be a major success with all our participants reporting a marked improvement in their wellbeing and general health. We have also set up a ‘Home Visiting’ pulmonary rehabilitation programme whereby a qualified physiotherapist visits service users at home to carry out their exercises. This has been running very successfully for a few months now and helps to reduce isolation, increases mobility and service user’s general well-being. Our chairperson sits on the Asthma and Lung UK Task Force and their Board for Diagnosis. She also sits on the Commissioning Board for our local Area Health Authority for pulmonary health. |
We also have a Support Telephone Line which operates three days a week – 9 till 5.
Additional information (optional)
| Additional information (optional) | Additional information (optional) | Additional information (optional) |
|---|---|---|
| You may choose to include further statements where relevant about: | ||
| Achievements against objectives set |
Para 1.41 | We consider that we have achieved our objectives set for this year. Our Pulmonary Rehabilitation programmes have operated very successfully. Our charity now also works well with in partnership with the local NHS Trust. |
| Performance of fundraising activities against objectives set |
Para 1.41 | Our fundraising performance has been reasonably successful. We have had a 70% success rate on funding bids. Our summer fair events have raised useful funds as have the monthly raffles at our monthly meetings. The funds will be shown in the accounts section. |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | n/a |
| Amount of reserves held | Para 1.22 | n/a |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | No uncertainties currently, the pulmonary rehabilitation exercise programme is being expanded & we will increase fundraising applications and events as opportunities allow. |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Our principal sources have been from obtained grants from a number of funding organisations as well as a grant from local district council. We do have monthly meetings where funds are raised from a raffle, and we do raise funds with a tombola stall at an annual three day summer music event in Eastbourne. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | n/a |
| A description of the principal risks facing the charity |
Para 1.46 | Volunteer recruitment is always difficult. Lack of funding would be problem since we rely 100% on that as an income stream. E nergy costs have influenced our ability to keep our premises open for longer periods. Rising inflation is likely to squeeze potential donors’ budgets in the medium-term. This will undoubtedly have an impact on the money we can raise. |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is a Charitable Incorporated Organisation (CIO) who’s only voting members are its charity trustees. |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
All trustees are provided with the relevant documentation from the Charities Commission. All trustees undergo an induction programme, and all are provided with copies of the charity’s policies and procedures. Training is provided as required. |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity is run by the Trustees which hold monthly Trustee meetings with minutes taken by the Secretary at every meeting. Trustees are all volunteers, and all have a role within the organisation. |
| Relationship with any related parties |
Para 1.51 | We have an ongoing working relationship with the physiotherapy department at the University of Sussex. We are also affiliated with Asthma and Lung UK. We also have an excellent working relationship with the local NHS Commissioners. |
| Other |
Reference and Administrative details
| Charity name | Breatheasy Eastbourne |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1186901 |
| Charity’s principal address | 52 Anderida Road Eastbourne BN22 0PX |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Kimberlee Cole | Chairperson | Trustees Committee | ||
| BeverleyOwen | Welfare Officer | “ | ||
| Louisa Anderson | Treasurer | “ | ||
| Steven Banks | Volunteer | “ | ||
| Yvonne Schofield | Volunteer | July2004 onwards | “ | |
– Corporate trustees names of the directors at the date the report was approved Director name n/a
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| n/a | ||
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity n/a Name and objects of the charity on whose behalf the assets are held and how this n/a falls within the custodian charity’s objects Details of arrangements for safe custody and n/a segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) K Cole
Full name(s) Kimberlee Cole
Position (eg Secretary, Chair Chair, etc)
Date
02/12/2024
Charity Name No (if any) BreatheEasy Eastbourne Receipts and payments accounts CC16a For the period Period start date Period end date To from 01.04.23 31.03.24
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 19,691 485 6,803 2,160 - - - - 29,139 - - - 29,139 4,140 7,673 7,072 851 904 - - - - 20,640 - - - 20,640 8,499 - 6,222 14,721 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ 19,691 485 6,803 2,160 - - - - 29,139 - - - 29,139 4,140 7,673 7,072 851 904 - - - - 20,640 - - - 20,640 8,499 |
Total funds to the nearest £ 19,691 485 6,803 2,160 - - - - 29,139 - - - 29,139 4,140 7,673 7,072 851 904 - - - - 20,640 - - - 20,640 8,499 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations & Fundraising | 19,691 | - | ||||
| MeetingIncome | 485 | - | ||||
| PulmonaryRehab | 6,803 | - | ||||
| Rent | 2,160 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
29,139 | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - | - | |||||
| Sub total | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Rent | 4,140 | - | ||||
| Expenses | 7,673 | - | ||||
| PulmonaryRehabilitation | 7,072 | - | ||||
| Mobiles | 851 | - | ||||
| Utilities | 904 | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | 20,640 | - | ||||
| A4 Asset and investment purchases, (see table) |
||||||
| - | ||||||
| - | ||||||
| **Sub total ** | - | - | ||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
||||||
| - | ||||||
| 8,499 | - | - | 8,499 |
- | ||
| - | - | - | - | - | ||
| 6,222 | - | - | 6,222 | - | ||
| 14,721 | - | - | 14,721 | - |
CCXX R1 accounts (SS)
16/07/2024
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature L Anderson Details Running machines Treadmills Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Details Laptops Greenhouse |
Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - Agreement Error OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name L ANDERSON |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| L Anderson | L ANDERSON | 16.07.24 | |
CCXX R2 accounts (SS)
16/07/2024
2
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF BREATHEASY EASTBOURNE Indgpendent examiner's report to the trustges of Breatheasy Eastboume I report lo the charity trustees on my examination of the accounts for the year ended 31 March 2024 Responsibilities and basis of report The charity's trustees are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section144121 of the Charities Act 2011 (the 2011 Act), and that an independent examination is needed. l am qualif1ed lo undertake the examination by being a qualified member of the Institute of Chartered Accounlanls in England and Wales. Having satisfied myself that the charity is not subject lo audit under charity law and is eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 I'the 2011 Acl'l. In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145151 Ibl of the 2011 Act. Basis of Independent examlnerfs statement My examination was carried out in accordance with Ihe General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. 11 also includes consideration of any unusual items or diselosures In the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required In an audit and consequently no opinion is given as to whelher the accounts present a 'true and fair view and the report is limited to those matters set out in the statement below. Independent examinerfs statement In connection with my examination, no matter has come to my attention.. which gives me reasonable cause to believe that in any material respect the requirements.. lo keep proper aecounling records in accordance with section 130 of the 2011 Act." and lo prepare accounts which accord with the aecountsng records, comply with the accounting requirements of Charities (Accounts and Reportsl Regulation 2008 and with the methods and principles of the Stslement of Recommended Practice.. Accounting and Reporting by Chaflties have not been mel, or to which, in my opinion. attention should be drawn In order lo enable a proper undeTstsnding of the accounts to be reached. Peter D Hill Dominic Hill Associates Limited Archer House Brilland Estate Northbourne Road Eastbourne BN22 8PW Date..