## Charity Trustees’ Financial Report Template In Accordance with Charity Commission Regulations (UK & Ireland) ## 1. Charity Details - Charity Name: Little Beam Foundation - Registered Charity Number: 1192658 - Address: The Stables, Cosby Lane, Cosby, Leicester, LE9 1RT - Reporting Period: 02/12/2023 - 01/12/2024 - Trustees/Committee Members: Val Lawrence – Trustee, Emma Watson – Trustee, Tracey Lawrence - Trustee ## 2. Reference and Administrative Details Bankers: Lloyds Bank ## 3. Structure, Governance and Management Little Beam Foundation is a registered charity run by a set of trustees. Decisions are made at trustee meetings which are held monthly. Trustee recruitment is completed through application, and the trustees seek those with skills that will strengthen the groups. The Little Beam Foundation has a constitution which can be found on the Charity Commission website. ## 4. Objectives and Activities To advance in life and help young people through: (a) The provision of recreational and leisure time activities provided in the interest of social welfare, designed to improve their conditions of life; (b) Providing support and activities which develop their skills, capacities, and capabilities to enable them to participate in society as mature and responsible individuals. ## 5. Achievements and Performance Little Beam Foundation continues to offer experiences and activities for young people desired to improve their conditions of life. Activities offered this financial year including (but not limited to) horse riding, music lessons, sensory sessions, outdoor learning opportunities and more. This allowed for young people to develop their skills on an equitable basis and met the objectives of our charity. ## 6. Financial Review - Overview: Little Beam Foundation’s accounts remain in a healthy position with the charity run solely by volunteers. - Income: Little Beam Foundation’s income is mainly down to donations and fundraising. We receive some smaller grants from local supporters. - Expenditure: Most expenditure is on charitable activities. Some expenditure goes towards fundraising, but this is always made back in income from fundraising. - Reserves Policy: We do not have sufficient funds for a reserves policy. ## 7. Risk Management The main risk within the charity is the amount of demand vs the funds we have. As a charity, we have discussed the need for a CEO that can drive the charity in a stronger direction that we can as volunteers. ## 8. Plans for Future Periods To appoint a CEO to drive the charity and expand where possible. ## 9. Statement of Trustees’ Responsibilities The trustees are responsible for ensuring the charity keeps proper accounting records, prepares financial statements, and adheres to relevant legal and regulatory requirements. ## 10. Declaration This report, including the financial statements, was approved by the trustees on 01/10/25 and signed on their behalf by: Signature: _T.Lawrence___________________ Name: Tracey Lawrence Position: Trustee ## **Charity Commission** ## Charity Commission Annual Return 2024 ## **LITTLE BEAM FOUNDATION** Charity registration number: 1192658 **Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2024.** ## **Financial period** ## **Financial period start date** 02/12/2023 ## **Financial period end date** 01/12/2024 ## **Income and spending** ## **Income £** £24,017 ## **Spending £** £27,658 **Number of contracts from government** **How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?** 0 ## **Number of grants from government** **How many grants did your charity receive from central government or a local authority during the financial period for this return?** 0 **Income breakdown** ## **Donations and legacies (excluding Endowments Received)** £0 ## **Charitable activities** £24,017 ## **Other trading activities** £0 ## **Investments** £0 ## **Other** £0 **Grantmaking** **Is grant making the main way your charity carries out its purposes?** No **Recipients of grants** ## **Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals** £3,000 ## **Other charities** £0 **Other organisations that are not charities** £0 ## **Grant recipients related parties** **Are any of the grant recipients related parties to the charity?** No ## **Trustee payments** **Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?** ⊠ e. None of the trustees have been paid **Did any of the trustees resign and take up employment with your charity in the financial period of this return?** No ## **Income from outside the UK** **Did your charity receive income from outside of the United Kingdom in the financial period of this return?** No **Delivering activities outside the United Kingdom** **Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?** No ## **Spending outside of the United Kingdom** **Did your charity spend funds outside of the United Kingdom in the financial period of this return?** No **Trading subsidiaries** ## **Does the charity have any trading subsidiaries?** No ## **Charity contact details correct** ## **Is the contact address displayed from the Register of Charities, correct?** Yes **Charity headquarters details correct** **Is this the same address that you use as your charity's administrative headquarters?** Yes ## **Charity contact address** The Stables Cosby Lane Cosby LEICESTER LE9 1RT ## **Charity Headquarters address** The Stables Cosby Lane Cosby LEICESTER LE9 1RT ## **Membership type** **Is your charity part of a wider group structure with a parent body and subsidiary bodies?** no, the charity is not part of a wider group structure ## **Employment contract types** **People were permanently employed by your charity** 0 **People were on fixed-terms contracts with your charity** 0 ## **Self-employed people were working for your charity** 0 ## **Governance policies** **Internal charity financial controls policy and procedures** Yes ## **Safeguarding policy and procedures** Yes ## **Financial reserves policy and procedures** Not applicable ## **Complaints policy and procedures** Not applicable ## **Serious incident reporting policy and procedures** Not applicable ## **Internal risk management policy and procedures** Not applicable ## **Trustee expenses policy and procedures** Not applicable ## **Trustee conflicts of interest policy and procedures** Not applicable ## **Investing charity funds policy and procedures** Not applicable ## **Campaigns and political activity policy and procedures** Not applicable ## **Bullying and harassment policy and procedures** Not applicable ## **Social media policy and procedures** Not applicable ## **Engaging external speakers at charity events policy and procedures** Not applicable **Safeguarding** **Has your charity provided services to children and/or adults at risk in the financial period of the return?** No ## **Serious Incidents** **Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?** There were no incidents to report ## **External risk and impact** ## **Donations,** Negative ## **Other income - grants** Negative ## **Other income - contracts** Negative ## **Other income - investment** Negative ## **Expenditure on charitable activities** Negative ## **Expenditure on overheads** Negative ## **Number of volunteers** Negative ## **Number of employees** Negative ## **Number of trustees** Negative **Fundraising activities** Negative ## **Capacity to deliver services** Negative ## **Total service demand** Negative ## **Volunteers** **Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?** 5 ## **Privacy statement** **Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:** - **you have consented to their release; or** - **we are legally obliged to disclose them; or** - **we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.** **We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:** - **we can lawfully do so; and** - **we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest** **Information we collect about you** **We will use this information:** **To enable us to carry out our statutory functions and duties;** **This will include the following actions:** ## **(a) update, consolidate, and improve the accuracy of our records;** **(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;** - **(c) data analysis, testing, research, statistical and survey purposes** **Information we receive from other sources.** **Information we receive from other sources** **We may combine this information with information you give to us and information we collect about you.** **We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).** **We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.** **The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.** **As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.** **Please check back frequently to see any updates or changes to our privacy policy.** ## **Declaration** ## **Your role at the charity (select one):** |⊠Trustee|| |---|---| |**Given names**|Kerry| ||| |**Family name**|Hearsey| ||| |**Telephone**|07708366455| |**number**|| ||| |**Email**|info@kerryhearsey.com| ||| |**Date submitted**|02/10/2025| **It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.**