2023-12-31-accounts - The Being Foundation

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2023

The Being Foundation

REPORT AND UNAUDITED ACCOUNTS

Trustees’ Annual Report

The Being Foundation

(Charity Registration Number – 1201892)

From 9[th] February 2023 to 31[st] December 2023

Objectives and Activities

The Being Foundation (“the Charity”) exists as a secure charitable foundation, supporting projects that have impact and legacy across generations.

Several of the trustees have been closely involved with Manchester Children’s Hospital and also Colorado Children’s Hospital in residential camps for burn survivors.

Our objective in to continue to improve the care, rehabilitation and psychological wellbeing of these children through summer and winter residential camps, single day activities and overseas exchange programmes.

Achievements and Performance

injuries the opportunity to travel to the French Alps to participate in a week-long ski trip with a strong support group of volunteers and ski instruction provision. This experience provided most of the children on the trip their first opportunity to travel by air, to be in a snowy mountainous environment and to learn how to ski as a new skill.

This was such a successful expedition a subsequent trip is planned for 2025.

Financial Review

During this period, receipts of £71,683 were received from over separate twenty donors and numerous fundraising activities. The only expenses incurred during his financial period were related to the planning visit and actual ski trip and totalled £51,185. The expenses included as flights, accommodation, food and beverage, ski instruction, ski passes and other incidental payments.

receipts less the expenses. Reserves are retained to contribute towards other activities and experiences for eligible beneficiaries of the Charity.

Payments Accounts” template provided by The Charity Commission of England and Wales.

and the Trustees are confident that the Charity will remain as a going concern.

Structure, Governance and Management

The Charity is governed by its Constitution as a Charitable Incorporated Organisation (“CIO”) whose Trustees are the only voting members. There have been no amendments to the Constitution since the registration of the charity on 9[th] February 2023.

Additional policies will be put in place accordingly depending on relevance and risk to the Charity’s operations.

The Charity is managed by a group of nine trustees providing a wide range of experience to support and manage the charity.

Reference and Administrative Details

Charity name: The Being Foundation

Registered Charity Number: 1201892

Principal Address: 24 Moss Lane, Alderley Edge, SK9 7HN

Trustee Name	Ofice	Date of Appointment	Date of
			Resignation
Anna Anderson	-	9/2/23	n/a
Ruth Ardern	-	5/5/23	n/a
Nigel Bale	Chair	9/2/23	n/a
Peter Fitzpatrick	-	9/2/23	n/a
Ian Melville	Vice Chair	9/2/23	n/a
Jennie Potts	-	9/2/23	n/a
Simon Ryder	-	9/2/23	n/a
Matthew Townsend	-	9/2/23	n/a
Janet Young	Treasurer	4/4/23	n/a

Funds Held as Custodian Trustees on Behalf of Others

The Charity does not hold any funds on behalf of others.

Exemptions from Disclosure

The Charity has disclosed all key personnel details.

Page 3

Declarations

The Trustees declare that they have approved the Trustees’ Report above.

Signed on behalf of the Trustees

Signatures: Full Names: Nigel Andrew Bale Janet Ann Young Position: Chair Treasurer

Date: 22[nd] October 2024

Page 4

Independent examiner’s report to the trustees of The Being Foundation

I report to the trustees on my examination of the accounts of The Being Foundation (the Trust) for the period from 9 February 2023 to 31 December 2023.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

in connection with the examination giving me cause to believe that in any material respect:

accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
the accounts do not accord with those records; or
the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: S Weighell (Oct 29, 2024 08:17 GMT)S Weighell

Name: Susan Weighell

Address: 3 Wellgreen Close, Hale, Altrincham, WA15 8PT

Date: 29/10/24

Page 5

1201892

The Being Foundation

Receipts and payments accounts

CC16a

For the period 09/02/2023 31/12/2023 To from

Section A Receipts and payments

A1 Receipts	Unrestricted funds to the nearest £ 51,683 20,000 - - - - - - 71,683 - - -	Restricted funds to the nearest £ - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - -	Total funds to the nearest £ 51,683 20,000 - - - - - - 71,683 - - - 71,683 33,507 17,678 - - - - - - - 51,185 - - - 51,185 20,498	Last year to the nearest £
Donations	51,683				-
Grants	20,000				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	71,683				-

A2 Asset and investment sales, (see table).
	-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
	71,683	-	-	71,683	-
	33,507 17,678 - - - - - - -	- - - - - - - - -	- - - - - - - - -
Charitable Activities	33,507	-	-	33,507	-
Fundraisingcosts	17,678	-	-	17,678	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*	51,185	-	-	51,185	-
	- - - 51,185 20,498 - - 20,498	- - - - - - - -	- - - - - - - -
A4 Asset and investment purchases, (see table)
	-
	-
*Sub total*	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*
					-

	20,498	-	-	20,498	-
	-	-	-	-	-
	-	-	-	-	-
	20,498	-	-	20,498	-

Page 6

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

J A Young Signature N Bale Details Details Cash held Details Details *Total cash funds* (agree balances with receipts and payments account(s)) Details	Unrestricted funds to nearest £ 20,498 - - 20,498	Restricted funds to nearest £ - - -	Endowment funds to nearest £
	20,498	-	-
	-	-	-
	-	-	-
	20,498	-	-
	OK		OK
			Endowment funds to nearest £
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			Current value (optional)
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			Current value (optional)
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			When due (optional)






			Date of approval
N Bale	Nigel Bale		21/10/2024
J A Young	Jan Young		21/10/2024

Page 7

Final report 2023

Final Audit Report

2024-10-29

Created: 2024-10-29 By: Sue Weighell (sue@delta-solutions.org.uk) Status: Signed Transaction ID: CBJCHBCAABAAkiGn3CD2z3PTj39I4OTkFerDlLyKGHus

"Final report 2023" History

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