Trustees’ Annual Report for the period
From 1/8/2020 Period start date To Period end date
31/7/2021
Charity name: Blue Bear Family Foundation
Charity registration number: 1191975
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve the needs of orphaned children with special education needs and/or disability by providing financial support to individuals and families who are adopting children with SEND from countries that are signatories to the Hague Convention on Adoption |
| 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 |
By providing financial assistance in later stage of their adoption process, they are able to meet the onerous travel and legal fees. |
| 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 taken advice to ensure all activities meet the constitution and are deemed charitable activities |
Achievements and Performance
SORP reference In this financial period, the charity successfully incorporated and raised funds to assist our grant giving, and were able to Summary of the main distribute our first US$1,500 to a family Para 1.20 achievements of the charity, adopting a little girl with Down syndrome identifying the difference the from an orphanage. charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We finished the year with £4076.41 in our main bank account and £196 in PayPal account |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold £1000 in case of unexpected fees |
| Amount of reserves held | Para 1.22 | £1000 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 source of funds is from connected businesses to the Chair (Kate Griffiths), Minimum World ltd and Blue Bear Ventures ltd. 90% of our funds have been raised through these vehicles, and 10% has come from charitable fundraising through school fêtés |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | Our largest risk was that international adoption during the period was Covid-19 shutting borders making international adoption not feasible |
| Other |
Structure, Governance and Management
| Description of charity’s |
||
|---|---|---|
| ~~t~~ ~~t~~ Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| 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 | All trustees must be over 18 and natural persons, and can serve for a minimum of 3 years before election |
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 keep updated on changes to the charity commission guidance |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity is run by 3 trustees, with a volunteer supporting on the administration of grants. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Blue Bear Family Foundation |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1191975 |
| Charity’s principal address | Station Yard Ind. Estate Corwen LL21 OEE |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Kate Griffiths | |||
| Sarah Burton | ||||
| Melissa Green | ||||
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
Dates acted if not for whole year
Trustee name
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) Kate Griffiths Position (eg Chair Secretary, Chair, etc)
Date 23/3/22
| Blue Bear Family Foundation | Blue Bear Family Foundation | Blue Bear Family Foundation | Blue Bear Family Foundation | Blue Bear Family Foundation | No(if any) | No(if any) | CC16a | ||
|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | |||||||||
| For the period from |
1/8/20 | To | 31/07/2021 | ||||||
| Section A Receipts and payments | |||||||||
| Unrestricted funds |
Restricted funds | Endowment funds |
Total funds | Last year | |||||
| to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||||
| A1 Receipts | |||||||||
| Tombola | 420 | - | - | 420 | - | ||||
| Book Sales donation | 178 | - | - | 178 | - | ||||
| Minimum World | 3,600 | - | - | 3,600 | - | ||||
| Initial deposit | 1,000 | - | - | 1,000 | - | ||||
| Application fees | 288 | - | - | 288 | - | ||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| Sub total_(Gross income for AR) _ | 5,486 |
- | - | 5,486 | - | ||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | - 0 | |||||
| Sub total | - 0 |
- 0 | - 0 | - | - 0 | ||||
| **Total receipts ** | 5,486 |
- 0 | - 0 | 5,486 | - 0 | ||||
| A3 Payments | |||||||||
| Grant payment | 1,082 | - | - | 1,082 | - | ||||
| Bank charges | 40 | - | - | 40 | - | ||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| - 0 | - | - | - | - | |||||
| **Sub total ** | 1,122 |
- | - | 1,122 | - | ||||
| A4 Asset and investment purchases,(see table) |
|||||||||
| - 0 | - 0 | - 0 | - | ||||||
| - 0 | - 0 | - 0 | - | ||||||
| **Sub total ** | - 0 |
- 0 | - 0 | - | - 0 | ||||
| **Totalpayments ** | 1,122 |
- 0 | - 0 | 1,122 | - 0 | ||||
| **Net of receipts/(payments) ** | 4,364 |
- | - | 4,364 | - | ||||
| A5 Transfers between funds | - 0 | - | - | - | - | ||||
| A6 Cash funds lastyear end | - 0 | - | - | - | - | ||||
| **Cash funds thisyear end ** | 4,364 |
- | - | 4,364 | - | ||||
| Section B Statement of assets and liabilities at the end of the period | |||||||||
| Categories | Details | Unrestricted funds |
Restricted funds | Endowment funds |
|||||
| to nearest £ | to nearest £ | to nearest £ | |||||||
| B1 Cash funds | 4,364 | - | - | ||||||
| - | - | - | |||||||
| - | - | - | |||||||
| Total cash funds | 4,364 | - | - | ||||||
| (agree balances with receipts and payments account(s)) |
OK | OK |
CCXX R1 accounts (SS)
24/03/2022
1
| Unrestricted funds |
Restricted funds | Endowment funds |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| Details | to nearest £ | to nearest £ | to nearest £ | ||||||
| B2 Other monetary assets | - | - | - | ||||||
| - | - | - | |||||||
| - | - | - | |||||||
| - | - | - | |||||||
| - | - | - | |||||||
| - | - | - | |||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||||
| B3 Investment assets | - | - | |||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||||||
| B4 Assets retained for the charity’s own use |
- | - | |||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| Details | Fund to which liability relates |
Amount due (optional) |
When due (optional) |
||||||
| B5 Liabilities | - | ||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| - | |||||||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval | ||||||
| Kate Griffiths | 23/3/22 | ||||||||
CCXX R2 accounts (SS)
24/03/2022
2