**Steven Beech Be Better Foundation Charity No: 1195298** ## **Trustees’ Annual Report & Statement of Financial Activity for the period 1 June 2022 to 31 May 2023** ## **Trustees** George Beech Margaret Beech Marilyn Lees Stephen Lees Elizabeth Ryan Ben Keen Peter Luxton Craig Hoskins Vanessa Keen March 2024 _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **1** of **9** ## **Steven Beech Be Better Foundation** ## **Trustees’ Annual Report & Statement of Financial Activity for the period 1 June 2022 to 31 May 2023** ## **Contents** |1|Introduction....................................................................................................................................4|Introduction....................................................................................................................................4|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 Benefit:.................................................................................................................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 Deficit|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 **2** of **9** ## **Trustees’ Annual Report & Statement of Financial Activit y for the period 1 June 2022 - 31 May 2023** ## **1 Introduction** ## **1.1 Charitable 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. ## **1.2 Overview (Executive Summary)** ## **1.2.1 Activities** A year of fitness challenges by our Trustees. Maz and Ste ran the Manchester Marathon in April 2023. Vanessa ran the London Marathon in April 2023, Ben and Vanessa completed Ride London, a 100 mile bike ride in May 2023. An absolutely amazing achievement by everyone. ## **1.2.2 Achievements:** The Charity established The Steven Beech “Be Better” Improvement in Sports Award with Baines School in Poulton-le-fylde, the first of which to be awarded in July 2023. ## **1.2.3 Public Benefit:** _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **3** of **9** 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. Overall donations are up over £1,000 on the previous year. Donations for the team events of the Manchester Marathon and the London Marathon accounted for 63% of total income (Ride London donations in period 2023/24). The balance of fundraising came from merchandise sales (23%) and monthly donations (14%). The Charity continues to work with Baines School (Poulton-le-Fylde) who have raised funds from sports competitions within the school. Steven attended the school from 1990-1997. The Steven Beech “Be Better” Prize in the School of Biosciences at the University of Birmingham was awarded 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. The prize will continue for another year, due for awarding in July 2023. This “Be Better” science award accounted for 80% of the expenditure in 2022/23, the balance being for Rufus the Welfare Dog at Baines schools plus minimal merchandise purchases, revenue from which will impact 2023/24 fundraising to support the charity’s objectives. The Prize is in place for 2023/2024 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 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. ## **2.3 The 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. _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **4** of **9** ## **3 Financial Review** ## **3.1 Financial Position** The Charity ended its second year as a CIO with a cash balance of £8,300. Total receipts for the year were £6,261 and total payments were £3,782. ## **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: 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 **5** of **9** ## **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** |**Name**|**Office**|**Appointed**|**Resigned**| |---|---|---|---| |George Beech|Chair|04 May2019|| |Margaret Beech|Trustee|04 May2019|| |Marilyn Lees|Trustee|04 May2019|| |Stephen Lees|Treasurer|04 May2019|| |Elizabeth Ryan|Trustee|04 May2019|| |Ben Keen|Trustee|04 May 2019|| |Peter Luxton|Trustee|04 May2019|| |Craig Hoskins|Trustee|04 May 2019|| |Vanessa Keen|Trustee|01 May2023|| _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **6** of **9** ## **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. 30 March 2024 Stephen Lees (Chair) _Steven Beech Be Better Foundation: Trustees’ Annual Report & Financial Statements_ Page **7** of **9** Receipts and Payments Accounts Receipts & Payments for the Financial Year Ended 314lay.23 Cuirent Financial Year, Jun'22th1a Unrestr'd Restricled Fund5 £ Funds £ .23 LasÉ Ye&r Total £ Total £ A1 - RECEIPTS Voluntary Income Income Ikneratson Investrnents Income Chantable Income Other Receipts 4817 1364 4.817 1.364 3.201 1086 80 80 6261 6261 4287 A2 - ASSETS & INVESTMENTS Sale of Investments Sale of Assets TOTAL RECEIPTS 6.261 6.261 4.287 A3 - PAYMENTS Generating Furvjs Chantable Activ￿eS Support Costs Other Payments -197 -3.375 -210 -197 -3 375 -210 324 142 -3 782 -3 782 466 A4- ASSETS & INVESTMENTS Purchase of Investments Purchase of Assets TOTAL PAYMENTS .782 -3.782 466 NET OF REcEIPT￿AyMENTs 2,479 2,479 4,753 A5 - Transfers Between Funds NET AFTER TrANSFERS 2.479 2,479 4,753 Current Financial Year. Reslricted Funds £ Last Year Unrestr'd Funds £ S.￿21 Total £ Total£ Actual Funds Brougm F￿[d Movement After Transfers 5,821 2.479 8.300 7.068 2.479 4. 753 Total Funds Carried Foryrdrd Agency Funds IHI!RG & A,ESD Total Cash Carried Forward 8,300 5.821 8300 8300 5821 Steven Beech Be Better Foundution.- [￿stee5'AnnUul Report& Finunciulstatements Page8of9 Movements in Actual Fund5 for ts Fknanclal Year To 314*•23 Cash Assets Cash at Bank & in Hand Bank. CUrr￿t Account Cash Account PayPal Accwnl Bank Deposit Account BfFwd ai 11lJun Receipts Payment5 Transfer5 In Pofwx1 Cd'F** ai 5.487 6.135 -3.778 334 127 456 Total Cash Held 5,821 6261 4.782 8.300 Cash he￿ as agent Current Cash Assets 5,821 8,300 {￿ed io Charity {OveTdue gec￿0￿) (tr*ed by CharAy {Oierdue a8￿￿￿￿13., N*t Cash Funds $.821 8.300 Statsmont of Asset & Liabilities as at 314qay-23 Current Financial Year. Restrict Funds £ Last Year B1- Cash Assets General Funds { 8.300 Total £ Tot81 £ General Fund Nei Payments in Advance De$ignoied Funds Other 5,821 Tothl Unresirlcted Funds 5,821 Restricted Funds RF-1-Other Total Restricted Funds Current Total Cash Assets 5,821 Money Held as Ageni {eg HMRC,I'ESP, Current Charitble Cash Assets 8,300 5,821 B2 - Money Owed to the Chartty Ioffter IfonetaryAssetsJ Gift dairn Other B5 - Money Owed by the Charity Daoilitpes} Independent Exam￿ati0Th Fee Other Charltable Cash Assets INetof Liabilities) 8,300 5.821 83 - Investment assets 84- Assets retained for charity's own use. FixedAssets Stocks of Gcc