Trustees’ annual report (including Directors’ report) for the period
From: 10/01/2022
To: 31/03/2023
Charity name: Beatasthma
Charity registration number: 1197399
Company number: n/a
Objectives and activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the CIO are the advancement of health and the saving of lives by ensuring that all children, young people and their families have access to excellent asthma care meeting national recommendations, in particular (but not exclusively) by: 1. supporting education around asthma to children, young people, and their families as well as healthcare and non- healthcare professionals; 2. supporting cross boundaries working between diferent health and education services; 3. raising awareness of the important issues around childhood asthma. |
| 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 |
Update of the website to include resources specific to young people as well as resources translated into the 6 most common none english languages. Completion of the education module for healthcare professionals Increasing monthly use of the website of over 1K users per month, nationwide Working with schools in noth East England to develop BeatAsthma Friendly Schools |
| Statement confirming whether the trustees have had regard to the guidance |
Para 1.18 | All trustees have had regard to the guidance issued by the Charity Commission on public benefit |
issued by the Charity Commission on public benefit
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference n/a Para 1.38 Policy on grant making n/a Para 1.38 Policy on social investment including program related investment n/a Para 1.38 Contribution made by volunteers Other
Achievements and performance
| 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 | The charity has maintinaed and improved the resources on the website which has allowed children, young people and families to understand their asthma better and therefore manage it better with better outcomes. The development of new resource sspecific to young people has allowed this difficult to access group better suited infomration. Th translation of resources into 6 different languages has allowed populations subject to health inequalities to have better access to infomramtion.These resources are being used nationwide. The website also support healthcare and non-healthcare professioanls care for children with asthma by developing easy to use templates and easy too read up to date information. The completion of the education module will promote better care nationwide in paediatrc |
|
|---|---|---|---|
The completion of the education module will promote better care nationwide in paediatrc
asthma. It has had nearly 1000 enrollments since its launch in Sept 2022.
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The charity has continued to support education as described above. By working with schools, the cahrity is supporting cross-boundaries working. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | Small fundraising done by member of the public has allowed the improvements stated above. |
| Investment performance against objectives |
Para 1.41 | n/a |
| Other | n/a |
Financial review
| Financial review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Total funds at year end = £ 12379 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity does not have a policy on reserves |
| Amount of reserves held | Para 1.22 | No reserves are held |
| Reasons for holding zero reserves |
Para 1.22 | There are no fluctuations in receipts and or payments to require reserves. Activities are only pad for when there are sufficient fuds in the account |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | There are no concerns |
Additional information (optional)
You may choose to include further statements where relevant about:
Adhoc fundraising
Para 1.47
The charity’s principal sources of funds (including any fundraising) n/a Para 1.46 Investment policy and objectives including any social investment policy adopted n/a Para 1.46 A description of the principal risks facing the charity Other
Structure, governance and management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document: for example,trust deed, memorandum and articles of association etc |
Para 1.25 | Constitution |
| How is the charity constituted? for example limited company, unincorporated association, CIO |
Para 1.25 | 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 | Every charity trustee must be a natural person. No individual may be appointed as a charity trustee of the CIO: if he or she is under the age of 16 years; or if he or she would automatically cease to hold ofice under the provisions of clause 12.1.5. 6 No one is entitled to act as a charity trustee whether on appointment or on any re- appointment until he or she has expressly acknowledged, in whatever way the charity trustees decide, his or her acceptance of the ofice of charity trustee. |
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.
Additional information (optional) You may choose to include further statements where relevant about:
Para 1.51 Policies and procedures adopted for the induction and training of trustees Para 1.51 The charity’s organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Other
Reference and administrative details
| Charity name | BeatAsthma |
|---|---|
| Other name the charity uses | n/a |
| Registered charity number | 1197399 |
| Charity’s principal address | 34 King Edward Rd, Tynemouth, NE302RP |
Names of the charity trustees who manage the charity
| Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (ifany) 1 Jennifer Townshend Chair/TReasurer 2 David Townshend Secretary 3 Sally Matthews Volunteer Co- ordinator 4 Guyu clements Safeguarding 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Corporate trustees–names of the directors at the date the report was approved Director name |
Trustee name | Office (if any) | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|---|
| Jennifer Townshend |
Chair/TReasurer | ||||
| David Townshend | Secretary | ||||
| Sally Matthews | Volunteer Co- ordinator |
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| Guyu clements | Safeguarding | ||||
| 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 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)
| Names and | addresses of advisers (optional information) | addresses of advisers (optional information) |
|---|---|---|
| Type of adviser |
Name Address |
|
| 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 company has taken advantage of the small companies’ exemption in preparing the report above.
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
Signature(s) Full name(s)
Position (for example Secretary, Chair, etc)
Date
| Charity Name | No (if any) | No (if any) | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||||||||
| For the period from |
Period start date | To | Period end date | ||||||
| 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 | |||||||||
| Donations | 2,596 | - | - | 2,596 | 374 | ||||
| Grant | 8,000 | - | - | 8,000 | 14,500 | ||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| - | - | - | - | - | |||||
| Sub total(Gross income for AR) | 10,596 |
- | - | 10,596 | 14,874 |
| Charity Name |
Charity Name |
Charity Name |
Charity Name |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date | To | |||
| Section A Receipts and payments | |||||
| A1 Receipts Donations 2,596 Grant 8,000 - - - - - - 10,596 Unrestricted funds to the nearest £ 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 £ |
|
| Donations | 2,596 | - - - - - - - - - |
- - - - - - - - - |
2,596 8,000 - - - - - - 10,596 |
374 |
| Grant | 8,000 | 14,500 | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Sub total(Gross income for AR) | 10,596 |
14,874 | |||
| - - Sub total - Total receipts 10,596 A3 Payments Website update hours 3,200 Stationary 520 IT services 250 4,830 refund for courses not done 100 - - - - Sub total 8,900 - - Sub total - Total payments 8,900 Net of receipts/(payments) 1,696 A5 Transfers between funds - A6 Cash funds last year end 10,741 Cash funds this year end 12,437 A2 Asset and investment sales, (see table). Course development (travel, hours spent, illustrator, videos) A4 Asset and investment purchases, (see table) |
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| - - - |
- - - |
- - - |
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| - | |||||
| - | |||||
| 10,596 | |||||
| - | - | 14,874 | |||
| - - - - - - - - - - |
- - - - - - - - - - |
3,200 520 250 4,830 100 - - - - 8,900 |
- | ||
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- - - |
- - - |
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| - | - | 8,900 | - | ||
| - - - - |
- - - - |
1,696 - 10,741 12,437 |
14,874 | ||
| - | |||||
| - | |||||
| 14,874 |
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 £ - - - - - - 12,380 - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Jennifer Townshend David Townshend 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 |
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| - | |||
| - | |||
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| - | |||
| - | |||
| Current value (optional) |
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| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Jennifer Townshend | 11-May | ||
| David Townshend | 11-May |