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2024-03-31-accounts

Trustees’ annual report (including Directors’ report) for the period

From: 01/04/2023

To: 31/03/2024

Charity name:

Charity registration number:

Company number:

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;
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 website with new videos
and resources including those to
support the management of pre-
school wheeze for both families
and health-care professionals.

Began work on the translation of
the most popular resources into
easyread format.

Began work to create a package of
resources to deliver a face-to-face
version of the already available
online e-module. This will be freely
available to eligible health care
professionals to deliver not-for-
profit courses nationwide.

Increasing use fo the website from
1K users per month last year to 5K
users per month this year.

Creation of BeatAsthma
promotional running tops to
support fundraising activities
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 All trustees have had regard to the guidance
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 n/a Other

Achievements and performance

condition with clear guidance for referral.

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 of both families, young people
and healthcare professionals as
described above. The easyread resources
will help reach a different cohort of
patients and families.
Performance of fundraising
activities against objectives
set		 Para 1.41 The donation from the arbour foundation,
together with fundraising activities of
families will support these objective
listed 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 = £ 26655
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
appointedtothe 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

1
2
3
4
5
6		 Trustee name 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
GuyClements Safeguarding

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

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)

Type of Name Address adviser 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) Jennifer Townshend

Position (for example Chairperson Secretary, Chair, etc)

Date

08/10/24

BeatAsthma No (if any) Receipts and payments accounts CC16a For the period 4/1/2023 3/31/2024 To from

Section A Receipts and payments

Section A Receipts and payments
A1 Receipts
donations
10,000
grant
-
fund raising
5,161
-
-
-
-
-
15,161
-
-
Sub total -
Total receipts 15,161
A3 Payments
Website update hours
522
Stationary
39
IT services
-
Course development
-
refund for courses not done
-
promotional clothing
381
-
-
Sub total 942
-
-
Sub total -
Total payments 942
Net of receipts/(payments) 14,219
A5 Transfers between funds
-
A6 Cash funds last year end
12,437
Cash funds this year end 26,656
Unrestricted
funds
to the nearest £
Sub total(Gross income for AR)
A2 Asset and investment sales,
(see table).
A4 Asset and investment
purchases, (see table)		 to the nearest £
Restricted
funds		 to the nearest £
Endowment
funds		 Total funds
to the nearest £		 Last year
to the nearest £
-
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-		 10,000
-
5,161
-
-
-
-
-
15,161		 2,596
8,000
-
-
-
-
-
-
10,596
-
-
-		 -
-
-		 -
-
-
-
-
- - 15,161 10,596
-
-
-
-
-
-
-
-
-
-		 -
-
-
-
-
-
-
-
-
-		 522
39
-
-
-
381
-
-
-
942		 3,200
520
250
4,830
100
-
-
-
-
8,900
-
-
-		 -
-
-		 -
-
-
-
- - 942 8,900
-
-
-
-		 -
-
-
-		 14,219
-
12,437
26,656		 1,696
-
10,741
12,437

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 £
-
-
-
-
-
-
26,655
-
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
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Jennifer Townshend 10/7/2024
David Townshend 10/7/2024