Trustees’ Annual Report for the period
From 1 Jan 2021 Period start date To 31 Dec 2021 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 purposes Para 1.17 TO SUPPORT DISADVANTAGED
of the charity as set out YOUNG PEOPLE TO TRAIN IN THE
in its governing PERFORMING ARTS
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
Achievements and Performance
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)
You may choose to include further statements where relevant about:
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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 the Para 1.22 THE FUNDS HELD BY THE CHARITY
policy for holding ARE A PRIVATE DONATION FROM
reserves stating why they THE TRUSTEES
are held
Amount of reserves held Para 1.22 £280,000
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
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Additional information (optional)
You may choose to include further statements where relevant about:
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FUNDS FROM TRUSTEES. FEES
FROM NON SUPPORTED STUDENTS
The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
EXCESS FUNDS INVESTED IN LONG
TERM ETFs INVESTED IN UK AND
Investment policy 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
Additional information (optional)
You may choose to include further statements where relevant about:
N/A
Policies and procedures
adopted for the induction Para 1.51
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)
1 Jeremy 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 1 May 2022
Charity Name No (if any) Jeremy and Kim White Foundation
Receipts and payments accounts
Period start date Period end date To 1-Jan-21 31-Dec-21
For the period from
Section A Receipts and payments
Unrestricted Restricted Endowment funds funds funds
Total funds
to the nearest £
to the nearest £
to the nearest £ to the nearest £
A1 Receipts
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Donations 32,030 - - 32,030
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
32,030 - - 32,030
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 32,030 - - 32,030
A3 Payments
Grants Made 44,652 - - 44,652
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
Sub total [ 44,652 ] - - 44,652
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 44,652 - - 44,652
Net of receipts/(payments) - 12,622 - - - 12,622
A5 Transfers between funds - - - -
A6 Cash funds last year end - - - -
Cash funds this year end - 12,622 - - - 12,622
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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 | Metro Bank Pay Pal |
Total cash funds | to nearest £ 1,750 1,099 - 2,819 |
to nearest £ - - - - |
|
| (agree balances with receipts and payments account(s)) |
Agreement Error | OK | |||
| Unrestricted | Restricted | ||||
| funds | funds | ||||
| B2 Other monetary assets | Details | to nearest £ - - - - |
to nearest £ - - - - - - |
||
| B3 Investment assets | Details Kilik & Co investment account |
282774 Fund to which asset belongs |
Cost (optional) - - - - - |
||
| B4 Assets retained for the | Details | Fund to which asset belongs |
Cost (optional) - |
||
| charity’s own use | - - - - - - - - |
||||
| B5 Liabilities | Details | Fund to which liability relates |
- - - - - Amount due (optional) |
||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | |||
| Jeremy Nigel White |
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CC16a
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Last year
to the nearest £ 61,724 - - - - - - 61,724
61,724
52,517 - - - - - - - - 52,517
52,517 9,207 - - 9,207
Endowment funds
to nearest £ - - - -
OK
Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional)
When due (optional)
Date of approval 15-Jun-22
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name
Jeremy and Kim White Foundation
On accounts for the year ended
31 December 2021
Charity 1091332 no (if any)
Set out on pages
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 December 2021 .
As the charity's trustees, 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
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did 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:
Date: 12/07/2022
Name: James Bell
1
Oct 2018
IER
Relevant ICAEW (Ref: 2214209) professional qualification(s) or body (if any):
Address: 8 Springwell Court Leeds LS12 1AL
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
Oct 2018
IER
IER Oct 2018