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2022-10-31-accounts

Trustees’ Annual Report for the period

From November 1[st] 2021 To October 31[st] 2022

Charity name: BEXCEPTIONAL FOUNDATION

Charity registration number: 1192745

Objectives and Activities

Objectives and Activities
SORP
reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 The object of the CIO is:
To preserve and protect the mental health and
wellbeing of and relieve the needs of women and
people who identify as female who have
experienced mental health problems due to sexual,
emotional, physical or mental abuse.
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		 The main activities to achieve the above purpose
and objectives are the provision of:
a) grants of financial assistance to access
counselling;
b) support, activities and opportunities designed to
build confidence and raise self-esteem thereby
empowering them to establish healthy relationships
and live safer happier lives;
c) a signposting service to support available from
other relevant organisations.
In this reporting period the main activities of the
charity have been:point a (grants of financial
assistance to access counselling) and point c (a
signposting service to support available from other
relevant organisations.).
Point B is an activity that is scheduled for the next
reporting period (2022-2023) and was unfortunately
not safe to undertake during this reporting period
due to the ongoing pandemic and changing UK
government guidance on covid-19. The trustees
acted in accordance with UK government guidance
at all times and believed that to keep the
beneficiaries and all others involved as safe as
possible, it was best to postpone such activities till
restrictions were lifted and guidance encouraged
such activities again.
Statement confirming whether
the trustees have had regard		 Para 1.18 At the establishment of the charity (December
2020)the trustees all read and confirmed
to the guidance issued by the
Charity Commission on public
benefit		 understanding of charity commission guidance on
running and managing a charity and being a trustee.
The guidance is drawn upon when needed, and was
a key resource in designing the activities, purpose
and delivery of the charity goals. This guidance was
re-read, discussed and confirmed as understood
between the trustees duringthis reporting period.

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

SORP reference
Policy on grant making Para 1.38 The charity has a documented process that is
followed for every request for funds for a
beneficiary – ensuring that funds are properly
allocated and managed. This is clearly
communicated to our partner counsellors
verbally and in writing, with a signature of
understanding and agreement to follow the
process obtained before any partner counsellor
begins working with the charity.
The trustees managing the grants and funds
allocated are also all trained on the policy and
process, and enact this on an ongoing basis.
Where there are challenges (e.g. when funds
are running low), there are ‘special
circumstance’ clauses that come into place
when agreed upon by all three trustees, and
are again clearly communicated to all partner
counsellors. Written confirmation of
understanding is received.
The grant making policy requires partner
counsellors to submit a completed beneficiary
request form, which details:
•
Basic – yet anonymous – information about
the potential beneficiary
•
Their CORE score (a score used to assess
the state of an individual’s mental health)
•
The presenting symptoms
•
The understood causes of the symptoms
and CORE score and why they meet the
criteria to be a beneficiary of the charity
•
The funding request and number of mental
health counselling sessions being
requested
•
Justification for funding request
Policy on social investment
including program related
investment		 Para 1.38 NA
Contribution made by
volunteers		 Para 1.38 During this reporting period the charity had no
volunteers, all voluntary time was undertaken
by trustees.
This time includes:
•
Managing the website and social media
channels
•
Responding to requests for help from
beneficiaries
•
Managing the partner counsellor team
•
Agreeing and allocating funds to approved
beneficiaries
•
Regular trustee meetings and review of
progress, goals and finances
•
Working on the growth plan for the charity
going forwards
This is around 5 hours per trustee per month
for the reporting period.
Other NA

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to the
circumstances of its
beneficiaries and any wider
benefits to society as a whole.		 Para 1.20 In the reporting period the charity has made
progress against its goals, and has identified
areas for improvement and growth for the next
reporting period. We are still a small, trustee
run charity and aim to continue our growth in
the coming years in a sustainable, step-by-step
fashion. The trustees are proud of the
achievements of the charity in this reporting
period and thank our continued and new
supporters for their fundraising and support on
social media.
Under main activity a) to provide ‘grants of
financial assistance to access counselling;’ the
main achievements of the charity in this
reporting period are:
•
Providing quick access to and funding for
52 specialist counselling or assessment
sessions to 9 beneficiaries, one of whom
was an existing beneficiary. The other 8
were all new beneficiaries to the charity in
the reporting period.
•
Providing approved beneficiaries with
approval for partially funded counselling,
and access to that counsellor, on average
within one week. This was while the
average waiting time for NHS counselling
reported in our beneficiary applications
was over 6 months, and in some place over
12 months.
• The mental health of these beneficiaries
was documented to have improved
following the completion of sessions, with
their CORE scores reducing (demonstrating
improved state of mental health)
• Maintaining a team of 11 partner
counsellors throughout England who were
fully vetted and able to deliver mental
health counselling to beneficiaries with
partial funding from the charity. The team
also added a further new counsellor to our
team bringing the number to 12.
Under charity activity c) provide “a signposting
service to support available from other relevant
organisations”:
•
The charity developed an active social
media network, with signposting and
sharing of information with other
relevant charities in the female mental
health space, including Mind, Women’s
Aid, Shelter and local women’s aid and
refuge charities.
•
The charity also began conversations
with other female orientated mental
health organisations to establish
partnerships and referral mechanisms,
including Safe Gigs for Women.
•
The charity social media accounts had
the following number of followers at
the time of writing the report:
o Instagram – 179
o Facebook – 57
o LinkedIn – 62
o Twitter – 20

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 As above
The charity aimed to raise £3,000 during this
reporting period). We were able to raise £2,053
– 68% of target.
Performance of fundraising
activities against objectives set		 Para 1.41 This figure was raised through a range of
fundraising activity, including sponsored
physical activity events where
participants/fundraisers undertook activities in
their own time and gathered sponsorship, and
donations from private individuals who want to
support the charity.
It is important to note that for part of this
reporting period (November 2021-October
2022) there were still restrictions in place on
many public activities – such as fundraising
events, gatherings of people beyond bubbles
and family members. There had also been an
increased cost of living as people recover from
the economic impact of covid-19, which we
believe has affected our ability to raise more
funds. This has been considered for the 2022-
2023 approach.
Despite this – the trustees organised a remote
fundraising event in May 2022 ‘100 miles in
May’ – this raised over £590 for the charity
through participants undertaking sponsored
walks/cycles/swims/runs and sharing their
progress on social media.
Investment performance
against objectives		 Para 1.41 NA
Other NA

Financial Review

Financial Review
Review of the charity’s
financial position at the end of
the period		 Para 1.21 During the reporting period, the charity had a
total income of £2,052.76.
The outgoings in this financial period were a
total of £2,073.40.
This left the charity at a balance of £224.36.
The income and outgoings are at a similar ratio
to year 1 of the charity (2020-2021), but
around half the value. The trustees have
analysed this and believe that this shows:
•
The models the charity uses to predict
income and outcome are fit for
purpose
•
The charity’s method to balance agreed
grant values to beneficiaries versus
actual and predicated income are fit for
purpose
•
Higher income in the future (through a
variety of sources) will enable the
charity to support more beneficiaries,
as our outgoing costs are not expected
to increase vastly in the next reporting
period. This ratio in year 3 is expected
to improve.
The trustees agree that a passive, regular
source of income would be beneficial to the
charity to help us to grow. Work is underway to
establish this through a variety of fundraising
methods foryear 3.
Statement explaining the
policy for holding reserves
statingwhytheyare held		 Para 1.22 NA
Amount of reserves held Para 1.22 £200
Reasons for holding zero
reserves		 Para 1.22 During this reporting period there was no
formal policy for holding reserves. However,
based on the previous year’s report and charity
performance, the trustees decided to keep
£200 as reserve at any one point in time. This
was to ensure that in the event of a lack of
income – the basic operational costs required
by the charity (website, insurance etc.) would
be covered for a 6-month period, enabling the
trustees to operate a legally compliant charity
whilst raising new/additional funds. The
trustees managed cashflow and decisions over
grants to beneficiaries as such, to ensure that
the charity did not over-commit to beneficiary
outgoings without confirmation that income
was guaranteed for that period.
In practice, the charity did not have to put into
action any‘special measures’ – such aspaused
beneficiary funding – during this period as
there was no time where cashflow was an
issue, or where it appeared the bank balance
wouldget close to the reserve amount.
Details of fund materially in
deficit		 Para 1.24 NA
Explanation of any
uncertainties about the charity
continuingas agoingconcern		 Para 1.23 NA

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 NA
Investment policy and
objectives including any social
investment policy adopted		 Para 1.46 NA
A description of the principal
risks facing the charity		 Para 1.46 NA
Other NA

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 The charity has a foundation model
constitution, approved in December 2020 by
the CharityCommission of England and Wales.
How is the charity constituted?
(e.g. unincorporated
association,CIO)		 Para 1.25 The charity is a 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 Trustees are selected by existing trustees. A
call for new trustees is made by the existing
trustees, and applications are received.
Following checks to ensure they meet the
criteria to be a trustee (section 9,2 in our
constitution), an interview will take place. If
the applicant is determined suitable the
existing trustees will vote on their
appointment.
All founding ‘first’ trustees have equal vote and
right to appoint new trustees.

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 Will provide in the next annual report
The charity’s organisational
structure and any wider
network with which the charity
works		 Para 1.51 Will provide in the next annual report
Relationship with any related
parties		 Para 1.51 Will provide in the next annual report
Other NA

Reference and Administrative details

Charityname Bexceptional Foundation
Other name the charityuses NA
Registered charitynumber 1192745
Charity’s principal address Bexceptional Foundation,
Box 180
151 Trafalgar Road,
Greenwich,
London
SE10 9TX

Names of the charity trustees who manage the charity

1
2
3
4		 Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to
appoint trustee(if any)
Rebecca Hall Chair of Trustees and
Founder - remote		 Whole year – ongoing Group decision between three
trustees – equal vote
Alice Palmer Trustee - remote Whole year – ongoing Group decision between three
trustees – equal vote
Marina el-Hasni Trustee remote Whole year – ongoing Group decision between three
trustees – equal vote

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

Director name None

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for wholeyear
None

Funds held as custodian trustees on behalf of others

Description of the assets held None in this capacity Name and objects of the None charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for None safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

ames and addresses of advisers (Optional information) ames and addresses of advisers (Optional information) ames and addresses of advisers (Optional information)
Type of
adviser
Name
Address
None

Name of chief executive or names of senior staff members (Optional information) None

Exemptions from disclosure

Reason for non-disclosure of key personnel details

None

Other optional information

None

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)
Position (eg Secretary, Chair,
etc)
Date
Rebecca Hall


Chair of Trustees

11/08/2023

11/08/2023

Name No (if any) Bexceptional Foundation 1192745 Receipts and payments accounts CC16a For the period 11/1/2021 10/31/2022 To from

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
Fundraising 2,053 - - 2,053 -
Balance in bank account at end of
previous financialyear		 245 - - 245 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total(Gross income for AR) 2,298
 - - 2,298 -
Section A Receipts and payments Section A Receipts and payments
A1 Receipts
Fundraising
2,053
245
-
-
-
-
-
-
2,298
Unrestricted
funds
to the nearest £
Balance in bank account at end of
previous financialyear
Sub total(Gross income for AR)		 to the nearest £
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £		 Last year
to the nearest £
Fundraising 2,053 -
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-		 2,053
245
-
-
-
-
-
-
2,298		 -
Balance in bank account at end of
previous financialyear		 245 -
- -
- -
- -
- -
- -
- -
Sub total(Gross income for AR) 2,298
 -
-
-
Sub total -
Total receipts 2,298
A3 Payments
Counsellorpayments
1,135
Insurance
87
Operatingcosts
852
-
-
-
-
-
-
Sub total 2,074
-
-
Sub total -
Total payments 2,074
Net of receipts/(payments) 224
A5 Transfers between funds
-
A6 Cash funds last year end
-
Cash funds this year end 224
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)
-
-
-		 -
-
-		 -
-
-
-
-
2,298
- - -
-
-
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-
-		 1,135
87
852
-
-
-
-
-
-
2,074		 -
-
-
-
-
-
-
-
-
-
-
-
-		 -
-
-		 -
-
-
-
- - 2,074 -
-
-
-
-		 -
-
-
-		 224
-
-
224		 -
-
-
-

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Details
Details
Details
Details
Signature
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
-
-
-
-
-
-
Agreement Error
OK
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Cost (optional)
-
-
-
-
-
Cost (optional)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Print Name
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
-
-
-
-
OK
to nearest £
Endowment
funds
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval