
## **Trustees’ Annual Report for the period** 

**From April 2021                 Period start date   To     April 2022** 

**Period end date** 

**Charity name: Stanley Beau Foundation Charity registration number: 1188995** 

## **Objectives and Activities** 


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SORP reference<br>Summary of the purposes Para 1.17 To relieve the needs of children<br>of the charity as set out  and young people aged between<br>in its governing  0-19 years with life limiting or life<br>document threatening conditions and their<br>families.<br>Summary of the main  Para 1.17 and  Providing financial assistance in<br>1.19<br>activities in relation to  the provision of holidays and<br>those purposes for the  activities.<br>public benefit, in  Providing support and advocacy.<br>particular, the activities,  Any other means as the trustees<br>projects or services  determine.<br>identified in the<br>accounts.<br>Statement confirming  Para 1.18 All of our trustees have had regard<br>whether the trustees  to the guidance issued by the<br>have had regard to the  Charity Commission on public<br>guidance issued by the  benefit.<br>Charity Commission on<br>public benefit<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

SORP reference **We have a grant making policy.** Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by 



volunteers Other 

## **Achievements and Performance** 


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SORP reference<br> We have provided 20 holidays to<br>children with life limiting<br>conditions and their families and<br>Summary of the main  those recently bereaved of their<br>Para 1.20<br>achievements of the  child.<br>charity, identifying the  Feedback from our beneficiaries<br>difference the charity’s  tells us that these holidays benefit<br>work has made to the  the whole family. The location is<br>circumstances of its  local therefore families can have<br>beneficiaries and any  their carers/nurses join them for<br>wider benefits to society  night shifts with their poorly child<br>as a whole. so parents can sleep and day shift<br>carers to ensure siblings get to<br>spend time with their parents too.<br>This makes a holiday much more<br>viable for many of our families.<br>Families love the access to the hot<br>tub providing hydrotherapy for<br>their seriously ill child and a<br>chance to relax for the rest of the<br>family.<br>We are often told the breaks away<br>are a welcome rest from the<br>everyday life of hospital<br>appointments, paperwork and care<br>where the family can just be<br>together and make special<br>memories.<br>We are well supported and used<br>by local services such as the local<br>childrens hospice, paediatric<br>complex care team and community<br>nurse team.<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


**----- Start of picture text -----**<br>
Achievements against  Para 1.41<br>objectives set<br>Performance of<br>**----- End of picture text -----**<br>





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fundraising activities  Para 1.41<br>against objectives set<br>Investment performance  Para 1.41<br>against objectives<br>Other<br>**----- End of picture text -----**<br>




## **Financial Review** 

Review of the charity’s Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held Amount of reserves held Para 1.22 Reasons for holding zero Para 1.22 reserves Details of fund materially Para 1.24 in deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern 

## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other 



## **Structure, Governance and Management** 


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Description of charity’s<br>trusts:<br>Type of governing  Para 1.25 Constitution<br>document<br>(trust deed, royal<br>charter)<br>How is the charity  Para 1.25  CIO<br>constituted?<br>(e.g unincorporated<br>association, CIO)<br>Trustee selection  Para 1.25 Vote by all existing trustees<br>methods including details<br>of any constitutional<br>provisions e.g. election to<br>post or name of any<br>person or body entitled<br>to appoint one or more<br>trustees<br>**----- End of picture text -----**<br>


## **Additional information (optional)** 

You may choose to include further statements where relevant about: 


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Policies and procedures<br>adopted for the induction Para 1.51<br>and training of trustees<br>The charity’s<br>organisational structure  Para 1.51<br>and any wider network<br>with which the charity<br>works<br>Relationship with any  Para 1.51<br>related parties<br>Other<br>**----- End of picture text -----**<br>


## **Reference and Administrative details** 


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Charity name Stanley Beau Foundation<br>Other name the charity<br>uses<br>Registered charity  1188995<br>number<br>**----- End of picture text -----**<br>




||Charity’s principal<br>address|22 Albert Terrace, Newton Abbot, Devon, TQ12 2BE||
|---|---|---|---|
|||||





## **Names of the charity trustees who manage the charity** 


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Name of person (or body)<br>Dates acted if not for<br>Trustee name Office (if any) entitled to appoint trustee<br>whole year<br>(if any)<br>1 Emma Murphy<br>2 Kelly Davis<br>3 Stephen Brown<br>4 Katie Cavanna<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>**----- End of picture text -----**<br>


Corporate trustees – names of the directors at the date the report was approved **Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



**Funds held as custodian trustees on behalf of others** 

Description of the assets held in this capacity 

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and 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) Full name(s)** Emma Murphy Kelly Davies Stephen Brown Katie Cavanna **Position (eg** Trustees **Secretary, Chair, etc) Date** 02/02/2023 



**Charity no** 

## **Stanley Beau Foundation Receipts and Payments Account for the Year Ended 1st April 2022** 

|**Year Ended 1st April 2022**||||
|---|---|---|---|
||2022|2021||
|**_Receipts_**||||
|Donations and fund raising|19669.78|8000.14||
|**_Total Receipts_**|**_19699.8_**|**_8000.14_**||
|**_Payments_**||||
|Holidays and goods|9046.71|1423.75||
|Website|286.52|||
|Bank charges|96.00|39.00||
|Set up costs|0|873.79||
|Computer equipment|0|349.00||
|**_Total Payments_**|**_9429.23_**|**_2685.54_**||
|Excess of Income over Expenditure|10240.55|5314.60||
|Bank balance at start of year|5314.60|0.00||
|Bank balance at end of year|15555.15|5314.60||
|**Stanley Beau Foundation**|||**Charity no**|
|**Statement of Assets and Liabilities**||||
|**At 1st April 2022**||||
||**2022**|**2021**||
|Cash at bank|15555.15|5314.60||



The trustees confirm, in accordance with the Charitable Incorporated Organisations (General) Regulations 2012, that at the year end the CIO did not have any outstanding guarantees to third parties nor any debts secured on the assets of the CIO. 

Approved by the trustees 



D. 1188995
D. 1188995

|**Stanley Beau Foundation   01/04/22**|**Stanley Beau Foundation   01/04/22**|**Stanley Beau Foundation   01/04/22**||||
|---|---|---|---|---|---|
||Income|Expenditure|Charges|Charity|Website|
|04/21|720.22|235.92|8|227.92||
|05/21|1079.27|1049.11|8|927.11|114|
|06/21|1000.61|394.42|8|386.42||
|07/21|337.25|2010.15|8|2002.15||
|08/21|628.38|8|8|0||
|09/21|10378.36|453.58|8|445.58||
|10/21|511.01|2097.17|8|2089.17||
|11/21|3577.64|1205.98|8|1197.98||
|12/21|907.83|543.52|8|463.66|71.86|
|01/22|495.96|626.98|8|518.32|100.66|
|02/22|311.23|495.44|8|487.44||
|03/22|146.73|733.67|8|725.67||
||_20094.49_|_9853.94_|_96_|_9471.42_|_286.52_|
|refund|-424.71|||-424.71||
||_19669.78_|||_9046.71_||



