## **Trustees’ Annual Report for the period** **From Period start date: Ist January 2023 Period end date: 31[st] December 2023** ## **Charity name: THE HELEN FOUNDATION** ## **Charity registration number: 1113860** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To encourage and support young people**
**in Teignbridge, South Devon to**
**experience hands-on high-quality**
**quality arts workshops**| |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|**1.**
**Working closely with Daisi**
**(Charity No.1071762), to provide**
**experienced and qualified arts**
**practitioners for school-based**
**workshops, with the costs**
**heavily subsidised by The Helen**
**Foundation.**
**2.**
**Make The Helen Foundation Arts**
**Awards available to all schools in**
**Teignbridge at no cost to**
**themselves.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**Trustees have confirmed (May 2024) that**
**they have regard to the Charity**
**Commission guidance on public benefit.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: ||SORP reference|| |---|---|---| |Policy on grant making|Para 1.38|**Grants (subsides for arts workshops)**
**are available each year to state-funded**
**schools in Teignbridge.**| |Policy on social investment
including program related
investment|Para 1.38|| |Contribution made by
volunteers|Para 1.38|**All the activities of the charity are**
**carried out by volunteers.**| Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the 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.|Para 1.20|**1457 young people across 27 schools**
**benefited from participating in the**
**charity’s arts workshops.**
**90%+ approval that**
**a) they learned something new**
**b) they enjoyed the experience**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|**As shown in the annual accounts, the**
**charity shows a strong balance sheet.**| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Balance carried in the current accounts**
**are sufficient to fund work for the year**
**ahead.**
**Any surplus is invested to produce a**
**steady reliable income to the charity**| |Amount of reserves held|Para 1.22|**£35,000– reviewed annually**| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |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|**Trustees keep the charity’s future under**
**constant review.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
The charity’s principal
sources of funds (including
any fundraising)|
Para 1.47|
**Collecting boxes**
**Regular donations**
**Charity auctions**
**Legacies**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**Charity investments are only invested in**
**ethical and sustainable funds.**| |A description of the principal
risks facing the charity|Para 1.46|**Ageing trustees and key volunteers.**
**Trustees conscious of need to keep the**
**charity’s sustainability under regular**
**review.**| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Declaration of Trust dated 2006**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable status granted 2006**
**No. 1113860**| |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|**Trustees collectively decide on size and**
**skill-set of trustees, recruiting as**
**needed.**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |
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|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|THEHELEN FOUNDATION| |---|---| |Other name the charity uses|THF| |Registered charity number|1113860| |Charity’s principal address|3 BROADLANDS
SHASLDON
TQ14 0EH| ||| ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Anne Kirk|||| ||Roger Kirk|Chair||| ||Alexander Kirk|||| ||Thomas Kirk|||| ||Ben Galloway|||| ||Nicola Cruickshank|||| ||Leon Winston|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – 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 trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** Roger Malcolm Kirk **Full name(s)** Anne Dulce Kirk **Position (eg Secretary,** Trustee Trustee and Chair **Chair, etc) Date** 26 May 2024 I7￿21 g(L (KJE 120 CCXX R2 accounts ISS) 2410712024 (HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Roport to the trustaes THE HELEN FOUNDATION On accounts for the year Ondod 31 DECEMBER 2023 Charlty no {If any} 1113860 Set out on page8 I report to the trustees on my examination of the accounls of the above charity (Ihe Trust-) for the year ended Responslbllltles and basls of report As the charitys truste8s. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 I'the Act-). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Ad and in carrying out my examination. I have followed all the applicable Directions given by th8 Charity Commission under seCt￿n 1495Xb) of the Act. Independent trhe charity's gross income exceeded £250.000 and l am qualified lo oxamlnerfs statement undertake the examination by being a qualifi8d member of linsert name of applicable listed bodyll. Del8te l ] rfnot applicabl8. I have completed my examination. I confim) that no material matters have come to my attention in connection with the examination {olher than that disclosed below '} which gives me cause to believe that in. any mal8ri81 respect.. the accounting records vffjre not kept in accordance with sttlion 130 of the Charities Act.. or the accounts did not accord with the accounting récords.. or the accounts did not comply with the applicable requirements concerning the fom and content of accounts sel 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 concems and have come across no other matters in conneclion with the examination to which attention should be drawn in this report in order to enabl proper understanding of the accounts to be reached. words in the brackets rfthey do not apply. . Please del Slgn•d: 19 Namo: Rolevant profosslonal quallficatlon{sl or body FA (Josrf¢lJ4" IER Oct 2018 (rf any): Addross: Dawlish Busines." aw Is evon Section B Disclosure Only complete if the examiner needs lo highlight material mallers of concern (see CC32. Independent examinalion of charity accounts. directions and guidance for examiners). Glve here brlef detalls of any items that tho examiner wishes to dlscloso. IER Oct 2018