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2021-04-05-accounts

REGISTERED CHARITY NUMBER: 1190380

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021 FOR

BETH'S WISHES FOUNDATION

BETH'S WISHES FOUNDATION

REPORT OF THE TRUSTEES FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

The trustees present their report with the financial statements of the charity for the period 23 April 2020 to 5 April 2021. The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2005.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1190380

Principal address

D'Oyleys Farmhouse The Green Stadhampton Oxfordshire OX44 7UB

Trustees

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes an unincorporated charity.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objective of the Trust is to establish a fund to assist in financing the cost of support workers with health care experience and qualifications, to support young people aged under 26 (i.e. until the young person's 26th birthday) who are undergoing stem cell therapy or similar treatment for autoimmune disease in England & Wales.

Approved by order of the board of trustees on 24 June 2021 and signed on its behalf by:

Trustee

Page 1

BETH'S WISHES FOUNDATION STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

Unrestricted
fund
Notes
£
INCOMING RESOURCES
Incoming resources from generated funds
Voluntary income
28,587
Activities for generating funds
2
3,190
Total incoming resources
31,777
RESOURCES EXPENDED
Costs of generating funds
Costs of generating voluntary income
425
Charitable activities
Fundraising - Raffle
47
Other resources expended
88
Total resources expended
560
NET INCOMING RESOURCES
31,217
TOTAL FUNDS CARRIED FORWARD
31,217

The notes form part of these financial statements

Page 2

BETH'S WISHES FOUNDATION BALANCE SHEET AT 5 APRIL 2021

Unrestricted
fund
Notes
£
CURRENT ASSETS
Debtors
4
381
Cash at bank
30,836
31,217
NET CURRENT ASSETS
31,217
TOTAL ASSETS LESS CURRENT
LIABILITIES
31,217
NET ASSETS
31,217
FUNDS
5
Unrestricted funds
31,217
TOTAL FUNDS
31,217

The notes form part of these financial statements

continued...

Page 3

BETH'S WISHES FOUNDATION BALANCE SHEET - CONTINUED AT 5 APRIL 2021

The financial statements were approved by the Board of Trustees on 24 June 2021 and were signed on its behalf by:

Trustee Trustee Trustee Trustee Trustee

The notes form part of these financial statements

Page 4

BETH'S WISHES FOUNDATION NOTES TO THE FINANCIAL STATEMENTS FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

1. ACCOUNTING POLICIES

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities Act 2011 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. ACTIVITIES FOR GENERATING FUNDS

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||| |---|---| |£| |Fundraising events|3,190|

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3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the period ended 5 April 2021.

Trustees' expenses

There were no trustees' expenses paid for the period ended 5 April 2021.

4. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

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||| |---|---| |£| |Other debtors|381|

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Page 5

BETH'S WISHES FOUNDATION NOTES TO THE FINANCIAL STATEMENTS - CONTINUED FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

5. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Net
movement in
funds
£
31,217
At 5.4.21
£
31,217
TOTAL FUNDS 31,217 31,217
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Incoming
resources
£
31,777
Resources
expended
£
(560)
Movement in
funds
£
31,217
TOTAL FUNDS 31,777 (560) 31,217

Page 6

BETH'S WISHES FOUNDATION DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

INCOMING RESOURCES
Voluntary income
Donations
Gift aid
Activities for generating funds
Fundraising events
Total incoming resources
RESOURCES EXPENDED
Costs of generating voluntary income
Sundries
Charitable activities
Postage and stationery
Sundries
Support costs
Finance
Bank charges
Total resources expended
Net income
£
25,865
2,722
28,587
3,190
31,777
425
7
40
47
88
560
31,217

This page does not form part of the statutory financial statements

Page 7

BETH'S WISHES FOUNDATION CONTENTS OF THE FINANCIAL STATEMENTS FOR THE PERIOD 23 APRIL 2020 TO 5 APRIL 2021

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Page
Report of the Trustees 1
Statement of Financial Activities 2
Balance Sheet 3 to 4
Notes to the Financial Statements 5 to 6
Detailed Statement of Financial Activities 7
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