## **Trustees’ Annual Report for the period**
## **From 1 Jan 2020 Period start date To 31 Dec 2020 Period end date**
## **Charity name: Jeremy and Kim White Foundation**
## **Charity registration number: 1091332**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 TO SUPPORT DISADVANTAGED
purposes of the charity YOUNG PEOPLE TO TRAIN IN THE
as set out in its PERFORMING ARTS
governing document
Summary of the main Para 1.17 and SERIES OF ONLINE CLASSES
1.19
activities in relation to DURING COVID OFFERING
those purposes for the PROFESSIONAL TRAINING TO
public benefit, in YOUNG PEOPLE IN BALLET
particular, the activities,
projects or services
identified in the
accounts.
Statement confirming Para 1.18 THE TRUSTEES HAVE REGARD TO
whether the trustees THE CCs GUIDANCE
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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SORP reference
CASE BY CASE REVIEW BY
Para 1.38 TRUSTEES
Policy on grant making
N/A
Para 1.38
Policy on social
investment including
program related
investment
LIMITED VOLUNTEERING DURING
Para 1.38 COVID
Contribution made by
volunteers
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Other
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## **Achievements and Performance**
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SORP reference
RAN DOZENS OF ONLINE CLASSES
DURING COVID AS IT WAS NOT
POSSIBLE TO DO LIVE
Summary of the main PERFORMANCES BY SUPPORTED
Para 1.20
achievements of the STUDENTS
charity, identifying the
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
N/A
Achievements against Para 1.41
objectives set
THE CHARITY AIMS TO COVER ITS
RUNNING COSTS FROM
Performance of DONATIONS.
fundraising activities Para 1.41
against objectives set
ACHIEVED
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 THE ASSETS OF THE FOUNDATION
financial position at the INCREASED SLIGHTLY DURNING
end of the period THE YEAR MAINLY FORM STOCK
MARKET INVESTMENTS THAT
INCREASED
Statement explaining Para 1.22 THE FUNDS HELD BY THE CHARITY
the policy for holding ARE A PRIVATE DONATION FROM
reserves stating why THE TRUSTEES
they are held
Amount of reserves held Para 1.22 £200,000
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
Additional information (optional)
You may choose to include further statements where relevant about:
FUNDS FROM TRUSTEES. FEES
FROM NON SUPPORTED
The charity’s principal STUDENTS
sources of funds Para 1.47
(including any
fundraising)
EXCESS FUNDS INVESTED IN
LONG TERM ETFs INVESTED IN UK
Investment policy and AND US LARGE CAP EQUITIES
objectives including any Para 1.46
social investment policy
adopted
None
A description of the Para 1.46
principal risks facing the
charity
Other
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## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 TRUST DEED
document
(trust deed, royal
charter)
How is the charity Para 1.25 TRUST
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 APPOINTED BY TRUSTEES
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
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
N/A
Policies and procedures
adopted for the Para 1.51
induction and training of
trustees
N/A
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
None
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Jeremy and Kim White Foundation
Other name the charity
uses
Registered charity 1091332
number
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Charity’s principal 76 Jermyn Street
address London SW1Y6NP
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Jeremy Nigel
1
White
2 Kim Marie White
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
## **N/A**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
N/A
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## **Funds held as custodian trustees on behalf of others**
Description of the assets N/A 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 N/A**
**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**
## **THIS IS A SMALL PRIVATE CHARITY**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s)** Jeremy Nigel WHITE
**Position (eg** Secretary **Secretary, Chair, etc)**
**Date** 21 Aug 2021
**Jeremy and Kim White Foundation**
**No (if any)**
## **Receipts and payments accounts**
**For the period from**
Period start date
**To** 1-Jan-20
Period end date
31-Dec-20
## **Section A Receipts and payments**
**Unrestricted funds**
**Restricted Endowment Total funds funds funds**
**to the nearest**
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to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 61,724 - - 61,724
Interest Income - - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
61,724 - - 61,724
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 61,724 - - 61,724
A3 Payments
Grants Made - - - 52,517
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 52,517 ] - - 52,517
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 52,517 - - 52,517
Net of receipts/(payments) [ 9,207 ] - - 9,207
A5 Transfers between funds - - - -
A6 Cash funds last year end - - -
Cash funds this year end
9,207 - 9,207
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## **Section B Statement of assets and liabilities at the end of the period**
|||**Unrestricted**||**Restricted**|
|---|---|---|---|---|
|**Categories**|**Details**|**funds**||**funds**|
|**B1 Cash funds**|**_Total cash funds_**
(agree balances with receipts and payments
account(s))|**to nearest £**
**9,207**
**-**
**-**
**9,207**
OK|
OK|**to nearest £**
**-**
**-**
**-**
**-**|
|||**Unrestricted**||**Restricted**|
|||**funds**||**funds**|
|**B2 Other monetary assets**|**Details**
Metro Bank Current account|**to nearest £**
**27,392**
**-**
**-**
**-**
**-**
**-**|
|**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B3 Investment assets**|**Details**
Killik & Co Investment account|**206376**
**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||
|**B4 Assets retained for the**|**Details**
N/A|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||
|**charity’s own use**|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|**B5 Liabilities**|**Details**
None|**Fund to which**
**liability relates**|
|**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**|
|Signed by one or two trustees on
behalf of all the trustees|Signature|Print|Name||
|||Jeremy Nigel White|||
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CC16a
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## **Last year**
**to the nearest £**
**36,108 5,576 - - - - - - 41,684**
**41,684**
**22,034 - - - - - - - - 22,034**
**22,034 19,650 - - 19,650**
**Endowment funds to nearest £ - -** OK
**Endowment funds to nearest £ - - - - - -**
**Current value (optional)**
**-**
**Current value (optional)**
**When due (optional)**
Date of approval
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
**Report to the** Charity Name **trustees/ members** The Jeremy and Kim White Foundation **of**
31 December 2020 **Charity** 1091332 **On accounts for the no (if year ended any)**
**Set out on pages**
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** .
**Responsibilities and** As the charity trustees of the Trust, you are responsible for the **basis of report** 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 the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material **examiner's** matters have come to my attention (other than that disclosed **statement** below *) in connection with the examination which gives me cause to believe that in, any material respect:
accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* _Please delete the words in the brackets if they do not apply._
**Date:** 12/08/2021 **Signed: Name:** James Bell
**Relevant** ICAEW (Ref: 2214209) **professional**
1
**IER**
**October 2018**
**qualification(s) or body (if any):**
**Address:** 8 Springwell Court Leeds LS12 1AL
## **Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
2
**IER**
**October 2018**
## **Give here brief details of any items that the examiner wishes to disclose** .
3
**IER**
**October 2018**