
## **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<br>the charity as set out in its<br>governing document|Para 1.17|The objects of the CIO are the<br>advancement of health and the<br>saving of lives by ensuring that<br>all children, young people and<br>their families have access to<br>excellent asthma care meeting<br>national recommendations, in<br>particular (but not exclusively)<br>by:<br>1. supporting education<br>around asthma to children,<br>young people, and their<br>families as well as<br>healthcare and non-<br>healthcare professionals;<br>2. supporting cross<br>boundaries working<br>between diferent health<br>and education services;<br>3. raising awareness of the<br>important issues around<br>childhood asthma.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|Update of the website to include resources<br>specific to young people as well as<br>resources translated into the 6 most<br>common none english languages.<br>Completion of the education module for<br>healthcare professionals<br>Increasing monthly use of the website of<br>over 1K users per month, nationwide<br>Working with schools in noth East England<br>to develop BeatAsthma Friendly Schools|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance|Para 1.18|All trustees have had regard to the guidance<br>issued by the Charity Commission on public<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The charity has maintinaed and improved<br>the resources on the website which has<br>allowed children, young people and families<br>to understand their asthma better and<br>therefore manage it better with better<br>outcomes. The development of new<br>resource sspecific to young people has<br>allowed this difficult to access group better<br>suited infomration. Th translation of<br>resources into 6 different languages has<br>allowed populations subject to health<br>inequalities to have better access to<br>infomramtion.These resources are being<br>used nationwide.<br>The website also support healthcare and<br>non-healthcare professioanls care for<br>children with asthma by developing easy to<br>use templates and easy too read up to date<br>information.<br>The completion of the education module will<br>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<br>objectives set|Para 1.41|The charity has continued to support<br>education as described above.<br>By working with schools, the cahrity is<br>supporting cross-boundaries working.|
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41|Small fundraising done by member of the<br>public has allowed the improvements stated<br>above.|
|Investment performance<br>against objectives|Para 1.41|**n/a**|
|Other||**n/a**|



## **Financial review** 

|**Financial review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Total funds at year end = £ 12379**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**The charity does not have a policy on**<br>**reserves**|
|Amount of reserves held|Para 1.22|**No reserves are held**|
|Reasons for holding zero<br>reserves|Para 1.22|**There are no fluctuations in receipts and**<br>**or payments to require reserves.**<br>**Activities are only pad for when there are**<br>**sufficient fuds in the account**|
|Details of fund materially in<br>deficit|Para 1.24|**n/a**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>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<br>trusts:|||
|---|---|---|
|Type of governing document:<br>for example,trust deed,<br>memorandum and articles of<br>association etc|Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>for example limited company,<br>unincorporated association,<br>CIO|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Every charity trustee must be a<br>natural person.<br>No individual may be appointed<br>as a charity trustee of the CIO:<br>if he or she is under the age of<br>16 years; or<br>if he or she would automatically<br>cease to hold ofice under the<br>provisions of clause 12.1.5. 6<br>No one is entitled to act as a<br>charity trustee whether on<br>appointment or on any re-<br>appointment until he or she has<br>expressly acknowledged, in<br>whatever way the charity<br>trustees decide, his or her<br>acceptance of the ofice of<br>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**<br>**Office (if any)**<br>**Dates acted if not for whole**<br>**year**<br>**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**<br>1<br>Jennifer<br>Townshend<br>Chair/TReasurer<br>2<br>David Townshend<br>Secretary<br>3<br>Sally Matthews<br>Volunteer Co-<br>ordinator<br>4<br>Guyu clements<br>Safeguarding<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20<br>Corporate trustees–names of the directors at the date the report was approved<br>**Director name**|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|---|
||Jennifer<br>Townshend|Chair/TReasurer||||
||David Townshend|Secretary||||
||Sally Matthews|Volunteer Co-<br>ordinator||||
||Guyu clements|Safeguarding||||
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|**Director name**||||||
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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**<br>**adviser**|**Name**<br>**Address**||
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|**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**<br>**from**||Period start date||**To**||Period end date|||
|**Section A Receipts and payments**||||||||||
||**Unrestricted**<br>**funds**||**Restricted**<br>**funds**||**Endowment**<br>**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**<br>||**-**||**-**||**10,596**||**14,874**|



||**Charity Name**<br>|**Charity Name**<br>|**Charity Name**<br>|**Charity Name**<br>|**CC16a**|
|---|---|---|---|---|---|
||**For the period**<br>**from**|Period start date|**To**|||
|||||||
|**Section A Receipts and payments**||||||
|**A1 Receipts**<br>Donations<br>**2,596**<br>Grant<br>**8,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**10,596**<br>**Unrestricted**<br>**funds**<br>**to the nearest      £**<br>**_Sub total_**_(Gross income for AR)_||**to the nearest £**<br>**Restricted**<br>**funds**|**to the nearest £**<br>**Endowment**<br>**funds**|**Total funds**<br>**to the nearest £**|**Last year**<br>**to the nearest £**|
|Donations|**2,596**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**2,596**<br>**8,000**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**10,596**|**374**|
|Grant|**8,000**||||**14,500**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
||**-**||||**-**|
|**_Sub total_**_(Gross income for AR)_|**10,596**<br>||||**14,874**|
|**-**<br>**-**<br>**_Sub total_                               -**<br>**_Total receipts_                  10,596**<br>**A3 Payments**<br>Website  update hours<br>**3,200**<br>Stationary<br>**520**<br>IT services<br>**250**<br>**4,830**<br>refund for courses not done<br>**100**<br>**-**<br>**-**<br>**-**<br>**-**<br>**_Sub total_                        8,900**<br>**-**<br>**-**<br>**_Sub total_                                -**<br>**_Total payments_                    8,900**<br>**_Net of receipts/(payments)_                    1,696**<br>**A5 Transfers between funds**<br>**-**<br>**A6 Cash funds last year end**<br>**10,741**<br>**_Cash funds this year end_                  12,437**<br>**A2 Asset and investment sales,**<br>**(see table).**<br>Course development (travel, hours spent,<br>illustrator, videos)<br>**A4 Asset and investment**<br>**purchases, (see table)**||||||
|||**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**||
||||||**-**|
||||||**-**|
|||||**10,596**||
|||**-**|**-**||**14,874**|
|||||||
|||**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**|**3,200**<br>**520**<br>**250**<br>**4,830**<br>**100**<br>**-**<br>**-**<br>**-**<br>**-**<br>**8,900**|**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
||||||**-**|
|||||||
|||**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**||
|||||||
||||||**-**|
|||||||
|||**-**|**-**|**8,900**|**-**|
|||||||
|||**-**<br>**-**<br>**-**<br>**-**|**-**<br>**-**<br>**-**<br>**-**|**1,696**<br>**-**<br>**10,741**<br>**12,437**|**14,874**|
||||||**-**|
||||||**-**|
||||||**14,874**|





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

|**Categories**<br>**B1 Cash funds**<br>**B2 Other monetary assets**<br>**B3 Investment assets**<br>**B5 Liabilities**<br>**B4 Assets retained for the**<br>**charity’s own use**<br>Signed by one or two trustees on<br>behalf of all the trustees|**Details**<br>**Details**<br>**Details**<br>**Details**<br>**Details**<br>Signature<br>**_Total cash funds_**<br>(agree balances with receipts and payments<br>account(s))|**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**12,380**<br>**-**<br>Agreement Error<br>OK<br>**to nearest £**<br>**to nearest £**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**Cost (optional)**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>**-**<br>Print Name<br>Jennifer Townshend<br>David Townshend<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Unrestricted**<br>**funds**<br>**Restricted**<br>**funds**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**asset belongs**<br>**Fund to which**<br>**liability relates**<br>**Amount due**<br>**(optional)**|**to nearest £**<br>**Endowment**<br>**funds**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**<br>**Endowment**<br>**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**<br>**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**<br>**(optional)**|
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||||Date of<br>approval|
|||Jennifer Townshend|11-May|
|||David Townshend|**11-May**|



