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

**From 01.12.2022    Period start date   To 02.12.2023    Period end date** 

## **Charity name: Little Beam Foundation** 

## **Charity registration number: 1192658** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To advance in life and help young**<br>**people through:**<br>**a) The provision of recreational and**<br>**leisure time activities provided in**<br>**the interest of social welfare,**<br>**designed to improve their**<br>**conditions of life;**<br>**b) Providing support and activities**<br>**which develop their skills,**<br>**capacities and capabilities to**<br>**enable them to participate in**<br>**society as mature and**<br>**responsible individuals.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**Little Beam Foundation was established**<br>**in 2020, to raise the funds needed to**<br>**support children and young adults with**<br>**their mental health and wellbeing**<br>**through the areas of arts, music,**<br>**education, health, sports and play.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**When the charity was formed in 2020,**<br>**the charity trustees read and**<br>**understood the Charity Commissions’**<br>**guidance on public benefit. They have**<br>**continued to have regard to this**<br>**guidance when exercising any powers**<br>**or duties to which the guidance is**<br>**relevant throughout the project**<br>**execution.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference 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** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**We are incredibly pleased to have been**<br>**able to support every child that has**<br>**applied and qualified for our grants**<br>**scheme.**<br>**See our website for full details.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||





Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Little Beam Foundation is in a positive**<br>**position.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**Little Beam Foundation does not have a**<br>**reserves policy.**|
|Amount of reserves held|Para 1.22|**N/A**|
|Reasons for holding zero<br>reserves|Para 1.22|**N/A**|
|Details of fund materially in<br>deficit|Para 1.24|**Little Beam Foundation does not have**<br>**any funds materially in deficit.**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**Little Beam Foundation continues to**<br>**thrive.**|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

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





## **Structure, Governance and Management** 

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



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

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



## **Reference and Administrative details** 

|Charity name|Little Beam Foundation|
|---|---|
|Other name the charity uses||
|Registered charity number|1192658|
|Charity’s principal address|48 Ratcliffe Drive<br>Huncote<br>Leicester<br>LE9 3BA|





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

|1<br>2<br>3<br>4<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|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||KerryHearsey||||
||Val Lawrence||||
||TraceyLawrence||||
||Emma Watson||||
||Constance Towl||||
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## – 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 No custodians trustees 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)** Kerry Hearsey 

**Position (eg Secretary,** Charity Trustee **Chair, etc) Date** 23.08.2024 

