## **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**
- **Preschool wheeze is very common affecting 1 in 3 chldren at some point in the first 5 years. Update of**
- Summary of the main Para 1.20 **website with resources to support** achievements of the charity, **the management of pre-school** identifying the difference the **wheeze has benefited both** charity’s work has made to **families, by educating and** the circumstances of its **empowering them to self manage** beneficiaries and any wider **the condition, and health-care** benefits to society as a **professionals, by offering an** whole. **agreed structured approach to the management of this common**
## **condition with clear guidance for referral.**
- **There are significant health inequalities in asthma, with those from the most deprived deciles of society having 4 times worse outcomes than those fromt he least deprived Lack of access to easy to understand information can be a barrier to improved outcomes. We were approached several times to develop easy read versions of our most popular resources and began work on the in the last quarter.**
- **We were repeatedly approached to support the adaptation of the nationally accredited tier 3 CYP asthma online module into a face to face format. 3 pilot courses have been run and the charity has begun to support the development of a national package of resources and the support the delivery of 5 pilot courses using this package nationwide.These courses will be run by eligible health care professionals and must be not-forprofit courses.**
- **Increasing use of the website from 1K users per month last year to 5K users per month this year.**
- **The creation of BeatAsthma promotional running tops helps to raise awareness of the charity and supports fundraising activities**
## **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**|