## **Steven Beech Be Better Foundation Charity No: 1195298** ## **Trustees’ Annual Report & Statement of Financial Activity for the period 26 July 2021 to 31 May 2022** ## **Trustees** George Beech Margaret Beech Marilyn Lees Stephen Lees Elizabeth Ryan Ben Keen Peter Luxton Craig Hoskins ## March 2023 _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **1** of **13** Steven Beech Be Better Foundation." Trustees, Annual Report & Financial Statements Page 2 of 13 **Steven Beech Be Better Foundation** ## **Trustees’ Annual Report & Statement of Financial Activity for the period 26 July 2021 to 31 May 2022** ## **Contents** |1|Introduction.....................................................................................................4| |---|---| ||1.1
Charitable Objects.....................................................................................4| ||1.2
Overview (Executive Summary)................................................................4| ||1.2.1
Activities.............................................................................................4| ||1.2.2
Achievements:....................................................................................4| ||1.2.3
Public Beneft:.....................................................................................4| |2|Activities & Achievements...............................................................................5| ||2.1
Outputs & Outcomes.................................................................................5| ||2.2
Policies on Grant-Making and/or Social Investments.................................5| ||2.3
The Roles & Contributions of Volunteers...................................................5| |3|Financial Review..............................................................................................6| ||3.1
Financial Position.......................................................................................6| ||3.2
Details of Any Funds Materially in Defcit..................................................6| ||3.3
Policy on Reserves.....................................................................................6| ||3.4
Remuneration of Trustees.........................................................................6| ||3.5
Statutory Statements on Liabilities...........................................................6| |4|Reference and Administration Details.............................................................7| ||4.1
Charity Name & Registration.....................................................................7| ||4.2
Charity’s Principal Address........................................................................7| ||4.3
Names of the Trustees Who Manage the Charity......................................7| |5|Structure, Governance & Management...........................................................8| ||5.1
Type of Governing Document....................................................................8| ||5.2
Statutory Declaration................................................................................8| ||5.3
Trustee Selection Methods........................................................................8| |6|Receipts and Payments Accounts....................................................................9| _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **3** of **13** Steven Beech Be Better Foundation." Trustees, Annual Report & Financial Statements Page 4 of 13 ## **Trustees’ Annual Report & Statement of Financial Activity for the period 26 July 2021 to 31 May 2022** ## **1 Introduction** ## **1.1Charitable Objects** The objects of the CIO, for the public benefit, are: To advance such charitable purposes (according to the law of England and Wales) as the trustees see fit from time to time in particular, but not limited to those set out below:  The advancement of education, in particular in scientific subjects, by making grants and awards to students in full time education and to those in educational research establishments in the UK and USA for research in those areas and to publish the useful results of such research.  To relieve the distress and suffering of the UK based families of murder victims (wherever in the world the murder takes place) by providing or assisting in the provision of advice and assistance, and by providing payments for items, services or facilities which are calculated to meet their needs.  The saving of lives by raising awareness and educating the public on organ donation and making grants available for research in the UK and USA about organ donation and ensuring the publication and dissemination of the useful results of that research. - To relieve the suffering of animals in need of care and attention through - grants to animal care charities, and shelters in the UK and USA who provide appropriate care, protection, treatment and security for animals. - To advance amateur sport for the public benefit in particular but not - exclusively by providing, or assisting in the provision of, facilities for playing football and rugby. ## **1.2Overview (Executive Summary)** ## **1.2.1 Activities** Fundraising continued to be impacted by Covid 19 restrictions. However, a small team was able to complete the Manchester 10K Run in September 2021. _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **5** of **13** ## **1.2.2 Achievements:** The Charity established The Steven Beech “Be Better” Prize in the School of Biosciences at the University of Birmingham. Steven obtained his degree from the School of Biosciences in 2001. ## **1.2.3 Public Benefit:** The Trustees have given due regard to the guidance on Public Benefit issued by the Charity Commission. The summary of the Charity’s main activities for the public benefit are set out above. ## **2 Activities & Achievements** ## **2.1 Outputs & Outcomes** Events provided the major source of fundraising, donations for the team in the Manchester 10K Run (September 2021) and Manchester Marathon (now postponed due to Covid and injury) accounted for 60% of total income. The balance of fundraising came from merchandise sales (20%), monthly donations (12%) and miscellaneous others (8%). The Charity is also working with Baines School (Poulton-le-Fylde) who have raised funds from sports competitions within the school. Steven attended the school from 1990-1997. The Charity established The Steven Beech “Be Better” Prize in the School of Biosciences at the University of Birmingham in December 2021. The first awards are to be made in July 2022 with summer internships for two undergraduates to obtain research laboratory experience through a project in one of the Bioscience School’s Research Groups, for a period of six weeks. This award accounted for 50% of the expenditure in 2021/22, the balance being largely for merchandise purchases, revenue from which will impact 2022/23 fundraising to support the charity’s objects. The Prize is in place for 2022/2023 with the selection of students underway for internships in July 2023. ## **2.2 Policies on Grant-Making and/or Social Investments** The Trustees ensure proper governance of the Charity’s grant-making in three ways. - Through grant-making principles which ensure that, even where there is - donor or funding partner involvement, decisions are ultimately made by the Charity’s trustees. These principles clarify that funds given are the Charity’s asset, albeit with degrees of restriction on their use, and that, where they are involved, donors are recommending grants, not awarding them. - Through published grant-making criteria which set out the activities the - trustees wish to support in furtherance of the Charity’s charitable objectives. The criteria also include activities which the trustees do not wish to support because they do not consider them to be in line with the Charity’s purpose. The trustees accept that they will on some occasions make grants outside _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **6** of **13** published criteria but that in all such cases the activity supported will be charitable in law. - Through grant-making processes which set out how decisions are reached - for awarding grants from different types of funds at the Charity. ## **2.3The Roles & Contributions of Volunteers** Volunteers play a critical role in the success of small charities. The Charity's trustees are all volunteers who contribute their time, skills, and expertise to support the organisation's objectives. The partners of our trustees and friends of Steven also volunteer and are invaluable, raising funds and awareness of the Charity’s work. All the Charity’s volunteers are essential, providing valuable contributions that help to achieve its objectives and make a positive impact. Their dedication and commitment are greatly appreciated. ## **3 Financial Review** ## **3.1 Financial Position** The Charity ended its first year as a CIO with a cash balance of £5,487. Total receipts for the year were £4,330 and total payments were £6,493. ## **3.2 Details of Any Funds Materially in Deficit** The Charity has no funds which are materially in deficit. ## **3.3 Policy on Reserves** The Charity’s trustees are committed to managing the charity’s resources responsibly and acting with reasonable care and skill with regard to financial matters. The Charity's reserves are held to cover the costs of unforeseen events or expenses, and to support the Charity's ongoing activities. ## **3.4 Remuneration of Trustees** All Trustees act in a voluntary capacity and receive no remuneration or other material benefits from their services to the Charity. Out-of-pocket expenses necessarily and reasonably incurred by Trustees in promoting the purposes of the Charity are reimbursed at cost. ## **3.5 Statutory Statements on Liabilities** The Trustees declare that: _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **7** of **13** The Charity has given no guarantees where potential liability under the guarantee is outstanding at the date of this statement. The Charity has no debt outstanding at the date of this statement which is owed by the CIO and which is secured by an express charge on any assets of the CIO. _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **8** of **13** ## **4 Reference and Administration Details** ## **4.1 Charity Name & Registration** **Name of the Charity:** Steven Beech Be Better Foundation **Charity No:** 1195298 **Registered with HM Revenue & Customs:** Yes ## **4.2 Charity’s Principal Address** 21 Windmill Close, Staining, Blackpool, FY3 0EB e-mail: info@stevenbeechbebetterfoundation.org website: www.stevenbeechbebetterfoundation.org ## **4.3 Names of the Trustees Who Manage the Charity** **----- Start of picture text -----**
Name Office Appointe Resig
d ned
George Chair 04 May
Beech 2019
Margaret Trustee 04 May
Beech 2019
Marilyn Lees Trustee 04 May
2019
Stephen Treasur 04 May
Lees er 2019
Elizabeth Trustee 04 May
Ryan 2019
Ben Keen Trustee 04 May
2019
Peter Luxton Trustee 04 May
2019
Craig Trustee 04 May
Hoskins 2019
**----- End of picture text -----**
_Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **9** of **13** ## **5 Structure, Governance & Management** ## **5.1 Type of Governing Document** Steven Beech ‘Be Better’ Foundation Constitution. Charitable Incorporated Organisation (CIO) whose only voting members are its charity trustees. ## **5.2 Statutory Declaration** The Trustees confirm that they have paid due regard to the guidance issued by the Charity Commission on public benefit in deciding what activities the charity should undertake. ## **5.3 Trustee Selection Methods** There must be at least three charity trustees. If the number falls below this minimum, the remaining trustee or trustees may act only to call a meeting of the charity trustees, or appoint a new charity trustee. There is no maximum number of charity trustees that may be appointed to the CIO. Apart from the first charity trustees, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. Approved by the Trustees and signed on their behalf. 31 March 2023 George Beech (Chair) Stephen Lees _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **10** of **13** Receipts and Payments Accounts Receipts & Payments for the Financial Year Ended 31￿ay-22 Current Financial Year, Jun'214day'22 Unreslrfd Restricted Funds £ Funds £ Total £ Last Year Total £ A1- RECEIPTS Vduntary Income Inc￿ne Generati Invesbnents Income Charitable Income Olher Rec￿pts 3,202 1,C66 3,202 1.CE6 1, 745 584 43 43 4.330 4,330 2,329 A2-ASSETS & INVESTMENTS Sale of Investments Sale of Assets TOTPL RECEIPTS 4330 4330 Z329 A3 - PAYMENTS Generating Funds Charitable Activf(ies Support Cc61s other Payments -3,164 -3,￿0 -315 -3,164 -3,C￿0 -315 324 142 -14 -14 ,493 .493 466 A4-ASSETS & INVESTMENTS Purchase of Investments Purchase ofA55ets TOTPL PAYMENTS ,493 -6.493 466 NET OF RECEIPTS4>AYMENTS -2,163 -2,163 Z795 A5- Transfers Between Funds NET PFTER TRANSFERS -2,163 -2,163 Z795 Steven Beech Be Better Foundation." Trustees, Annual Report & Financial Statements Page 11 of 13 Allocation of Actual Funds for the Financial Year To 314aay-22 Current Financial Year. UnrEStrfd Re5tricl8 Funds £ Funds £ Last Year ToLIl £ Total £ Actual Funds Br￿ght Fo￿ard )v&nent After Transfers 7.650 7,650 -2.163 5,487 4,854 2, 795 7,650 -2,163 5.487 Total Funds Carried Forward Agency Funds (Hthc & NESTJ Total Cash Carried FcTherd 5.487 5,487 7,650 Movements in Actual Funds for the Financial Year To 31-May-22 Cash Assets P*d at 01JuTr21 F¥¢8iKIs in Period Pasmerts in Pericd Trartsf8rs Period CrfP*dat 314Aay.22 Cagh at Bank & in Hand B8nk, Cuttent Account Cash Accwnt PayPal Accounl Bank, Dwsit Account Total Cash Held 7.445 4.019 6.15 281 -149 337 93 5A87 Cash hdd as agtht Current Cash Assets 5,487 Owed ID Charity {O%wdue Rocei Owed by Charity {oVerd￿ Pèymenis} Net Cash Funds 5,487 Steven Beech Be Better Foundation." Trustees, Annual Report & Financial Statements Page 12 of 13 statement of Asset & Liabilkies as at 314lay-22 Current Financial Year. Genera Restrict￿1 Funds £ Funds £ 5.487 Last Year B1- Cash Assets Total £ Total £ Gene ral Fund Net Payments in Advance Deggnaled Funds Other 7,650 Totsl Unrestricted Funds $487 7,650 Re51ricted Funds RF-l4￿her Total Restricted Funds Cu￿ent Totsl Ca4) Assets 5,487 7,650 Money Held as Agenl {eg.' HhffC,NESTI Current Charitble Cash Assets 5,487 B2 - Money Owed to the Charity I(¥￿rI￿etaryAsSets} Gift Aid clwm Other B5 - Money Owed by the Charity Oiabilitiesj Independent Examinaticffl Fee Other Charitable Cash Assets INet of Liknilities) 5,487 7,650 B3 - Investsnent assets B4 - Assets retained for charity's own use. F￿edASsetS st￿ks of G¢nls for Sa 1.250 1.250 1,250 Total Current Funds 6.737 6,737 8,900 8,900 Total Funds (net of liabilib"es) Steven Beech Be Better Foundation." Trustees, Annual Report & Financial Statements Page 13 of 13