THE BOBBY & STEVE FOUNDATION
THE BOBBY & STEVE FOUNDATION
TRUSTEES’ REPORT AND FINANCIAL STATEMENTS
FOR THE PERIOD ENDED 01 APRIL 2025
THE BOBBY & STEVE FOUNDATION
LEGAL AND ADMINISTRATIVE INFORMATION
Registered charity number 1205895
Trustees
Robert Laviniere Sylma Laviniere Marilla Miles-Wilson Stuart Austrie Geraldine Vickers
Registered Office
Raffingers LLP Unit 19-20 Bourne Court Unity Trading Estate Southend Road Woodford Green IG8 8HD
THE BOBBY & STEVE FOUNDATION
CONTENTS
| Page | |
|---|---|
| Trustees’ Report | 1 - 3 |
| Independent Examiner’s Report | 4 |
| Statement of Financial Activities | 5 |
| Statement of Assets and Liabilities | 6 |
| Notes to the Statement of Financial Activities | 7 - 8 |
THE BOBBY & STEVE FOUNDATION
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TRUSTEES REPORT FOR THE PERIOD ENDED 01 APRIL 2025
The Trustees present their annual report and financial statements for the period ended 01 April 2025.
Aims and objectives
The principle objectives of the Bobby & Steve Foundation are;
Providing support for those in need suffering with acute haemorrhagic leukoencephalitis and other neurological conditions through the provision of:
i) awarding grants to other charities, community interest companies, and community groups who support those suffering from neurological conditions.
ii) awarding grants for treatment and medical equipment for individuals experiencing neurological conditions.
iii) peer support via online community, email support for individuals and their families experiencing neurological conditions
In addition to the above The Bobby & Steve Foundation aims to support individuals diagnosed with neurological conditions. One of the areas of focus is offering support to families who are caring for a loved one that has experienced sudden onset conditions following traumatic brain injury (TBI). TBI may mean that the individual ends up in a prolonged disorder of consciousness. The Bobby & Steve Foundation aim to support families by providing information to help navigate the social care system, as well as offer financial support to individuals and or other charities.
The Trustees have referred to the Charity Commission’s general guidance on Public Benefit when reviewing the Charity’s aims and objectives.
Trustees
The Trustees who served during the period were as follows:
Robert Peter Laviniere Sylma Laviniere Marilla Miles-Wilson Stuart Anthony Austrie Geraldine Ann Vickers
Organisation and decision-making procedures
The Trustees meet regularly to discuss priorities for support including;
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Potential individuals who would benefit from the Foundation’s support
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Potential benefactors
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Decision making and discussion for further grant awards
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All administrative duties and financial responsibility
THE BOBBY & STEVE FOUNDATION
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TRUSTEES REPORT FOR THE PERIOD ENDED 01 APRIL 2025
Development, activities and achievements
This is the first period in which the Foundation existed following its creation and The Trustees feel that they have been successful in setting up policies in accordance with the objectives of the Foundation.
The Foundation has considered the Charity Commission’s guidance on public benefit. During the period, the Trustees focused on building relationships with related charities who support people with brain conditions. The Trustees are happy to report that the Foundation now has an association with Encephalitis International, and we see this as a positive step and a public benefit building awareness of the support the Foundation can offer.
Our association with Encephalitis International means that we have access to a larger database of individuals needing help. A case has been presented to us for an individual who could benefit from therapy sessions. The Trustees are considering the proposition of offering our first grant to this individual to cover the payment of the therapy sessions.
The Trustees intend on continuing to build and expand our knowledge in the area of neurological conditions by attending related conferences and workshops with like-minded charities. The Trustees expectation is this will provide networking opportunities and bring to our attention clients who may have suffered, or have family who have suffered from brain injuries, those who may need our help and support or who may benefit from our grants, we see this as a major public benefit.
In order to build awareness of the Bobby & Steve Foundation we intend on hosting a dinner and dance event. We will work with other charities such as Headway and Different Strokes who also support brain injury survivors. Our aim is to schedule several fund-raising events to enable us to start and continue to offer grants to individuals and families who may benefit from our charity.
The Trustees confirm that activities were carried out in line with the charity’s objectives.
Financial review
The total incoming resources of the Foundation during the period amounted to £5,104 of this total £4,982 related to donations received and £122 related to the sale of T-shirt merchandise.
The total resources expended in the period amounted to £1,930 leaving a net credit of £3,174
Funds
No part of the funds of the Foundation is under any form of restriction
Future developments
The Trustees intend to continue with the same policies in the future.
Grant Making policy
The Trustees meet on a regular basis during the year and consider which individuals could benefit from the Foundation’s support. The Trustees’ policy is to distribute funds to a range of well-deserving individuals in accordance with the objectives of the Foundation.
Reserves policy
The Foundation is a grant making charity. It has received donations from the general public.
The Foundation has not incurred any administration costs.
REpoirr OF THE TRusfEES {COPmNUED) FOR THE PERIOD ENDED 01 APRIL 2025 The FourthtKin tEser¥es to me& its (Cnts at th& tkn e¥h financwl year whth gi¥E a true fair view of the 51ate cl of the Charity arnl of the surFAus or it of the Qwrity for that pelic. In Firon(ial statthnts the Tnts Uld folknv trEst pr&tKEs and are req1 to.. statE wlEttEr applM2ble accountiro skn(L)rds have be folkn¥, subptt to any mattrbl depthJ ep3re the financial StateJnents on trt goiNJ corKem b3Sis unless it is Inaii)IDpriats to [Krne that the Charity will continue in 1Ksir. The Trus are re5px)ns1b for keepirnj prov cOuntirj records bthich th10se with reAwnable a(£urdCy at arry the firwKial p)gb'on of the (rty arKI to enat t11 to ensure tt%)t FinarKial Statements (nMY with the CJkirits A£t 2011. are also resp)nsible for safeguarding the assets of the Charity arxd Indepdent Examlner The Tnkn aprolnt&J Ms Clwnnair* Thornpg. a qlwlir memter of the As9xiation of Chartered CertJ"r Accountsnts to u1ke ro of IFtythIt Examiner for o)veryl accounts as an audtt Vdas t rqulred by the knv. on behalf of the Charivs Tntstees: Rotert LavirETe Lwtniere Ttustee 01 Febnwy 2026
THE BOBBY & STEVE FOUNDATION
INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF THE BOBBY & STEVE FOUNDATION
Independent examiner’s report to the trustees of The Bobby & Steve Foundation
I report on the accounts of the Foundation for the period ended 01 April 2025, which are set out on pages 5 to 6 together with the associated notes on pages 7 to 8.
Respective responsibilities of trustees and examiner
The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) to the Charities Act 2011 (the Act)) and that an independent examination is needed.
It is my responsibility to:
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examine the accounts under section 145 of the 2011 Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under section 145(1)(a) of the 2011 Act; and
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to state whether particular matters have come to my attention.
Basis of independent examiner’s report
My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
Independent examiner’s statement
In connection with my examination, no matter has come to my attention:
(1) which gives me reasonable cause to believe that in any material respect the requirements:
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to keep accounting records in accordance with the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
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have not been met; or
(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Name: Charmaine Thompson FCCA
Relevant professional qualification or body: Association of Chartered Certified Accountants Address: 24 Gilbert Street, Enfield, Middlesex, EN3 6PE
Date: 01 February 2026
THE BOBBY & STEVE FOUNDATION
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STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD ENDED 01 APRIL 2025
| Notes Incoming resources Donations 2 Merchandise Sales Total Incoming resources Resources expended Charitable activities 3 Governance costs 4 Investment management costs Total resources expended Net incoming resources before other recognised gains/(losses) Net movement in funds Funds brought forward Funds carried forward |
Unrestricted Funds 2025 £ 4,982 122 5,104 (1,930) - - (1,930) 3,174 3,174 - 3,174 |
|---|---|
Alltransactions are derived from continuing activities All recognised gains and losses are included in the statement of financial activities
BALANCE SHEEr 01 APRIL 2025 202S Bank aThJ thsh balan Crdftors: Arnounts falli due within one year CrlItors. knTr)unts falliTr3 due after rn0 one FUNDS Unrestricted fund5 finala1 statewts b%ve apwo4Ed ty the Tr 01 February 2026 anu yined on rt5 bthr ty:. Robert Laviniwe Sylma Laviniue Trnstse
THE BOBBY & STEVE FOUNDATION
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1 Accounting policies
1.1 Accounting convention
The Financial Statements have been prepared in accordance with both the Charities Act 1993, Section 42(3) on the Receipts and Payments basis, and the Church in England and Wales Accounting Regulations.
1.2 Funds
Unrestricted funds are those which are available for use at the discretion of the Trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.
1.3 Income
Voluntary donations and any associated tax claim are accounted for when the donation is received by the charity.
1.4 Grants payable
Donations to charitable causes will be accounted for as they are paid or when donations have been committed to by the Trustees. No grants have been made in this period but will be in the future.
1.5 Resources expended
All expenditure is accounted for on a Receipts and Payments basis and has been classified under headings that aggregate all costs related to that category.
1.6 Governance costs
Governance costs include all expenditure not directly related to the charitable activity and are included in the Statement of Financial Activities on a Receipts and Payments basis.
2 Voluntary income
| Donations (Unrestricted) 3 Charitable activities Individual grants |
2025 £ 4,982 4,982 2025 £ - |
|---|---|
Grants made to registered charities in the United Kingdom amounted to £ Nil There were no grants to individuals during the year.
THE BOBBY & STEVE FOUNDATION
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4 Staff costs
The Foundation has no employees.
5. Governance costs
The Foundation did not incur any governance costs in the period
6. Investments
The Foundation has made no investments to date
7. Debtors
The Foundation has no Debtors in the period
8. Creditors
The Foundation has no Creditors in the period
9. Trustees’ remuneration
No remuneration was received during the year by the Trustees, neither were any expenses reimbursed to them.