2024-12-31-accounts - The Helen Foundation

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Trustees' Annual Report for the period

Period start date Period end date 01 01 2024 31 12 2024

From

Section A Reference and administration details

Charity name Other names charity is known by Registered charity number (if any) 1113860

THE HELEN FOUNDATION

Charity's principal address 3 BROADLANDS SHALDON Postcode TQ14 0EH

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Nicola Cruickshank
	Ben Galloway	FoundingTrustee
	John Head	Treasurer
	Alexander Kirk	FoundingTrustee
	Anne Kirk	FoundingTrustee
	Roger Kirk	Founding Trustee Chairman
	Thomas Kirk	FoundingTrustee
	Leon Winston

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

March 2012

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Charitable Trust

(eg. trust deed, constitution)

How the charity is constituted

(eg. trust, association, company)

Trustee selection methods

Appointed by current Trustees

(eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

policies and procedures adopted for the induction and training of trustees;
the charity’s organisational structure and any wider network with which the charity works;
relationship with any related parties;
trustees’ consideration of major risks and the system and procedures to manage them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

In relation to the arts, to advance the educational, to promote the participation of and to develop the talents of young people age between seven and 18 years within the geographic area covered by Teignbridge District Council in South Devon

March 2012

TAR

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.

Make The Helen Foundation Arts Awards available to all schools in Teignbridge at no cost to themselves.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

Grants (subsides for arts workshops) are available each year to state-funded schools in Teignbridge.

All the activities of the charity are carried out by volunteers.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

1458 young people across 28 schools benefited from participating Summary of the main in the charity’s arts workshops. achievements of the charity 83 young people participating in performances supported by The during the year Ella Philp Fund (nested within the funds of The Helen Foundation) 90%+ approval of all young people surveyed that a) they learned something new b) they enjoyed the experience

March 2012

TAR

Section E Financial review

Brief statement of the charity’s policy on reserves Details of any funds materially in deficit Further financial review details Youmay chooseto include additional information, where relevant about: • the charity’s principal sources of funds (including any fundraising); • how expenditure has supported the key objectives of the charity; • investment policy and objectives including any ethical investment policy adopted.	Trustees have established a Reserves Policy within the context of the financial and other risks that are charity faces. The Reserves Policy is to maintain financial cash reserves at a level that will enable the charity to manage the risks associated with variations year-on-year in its fund raising ability. Trustees take the view that a cash balance of at least 24 months of operation running at current levels of expenditure would ensure that short-term fluctuations in income and unexpected operational expenditure can be covered satisfactorily with no loss of benefit to young people served by the charity.
	None
	(Optional information)
	Balance carried in the current accounts are sufficient to fund work for two years ahead. Any surplus is invested to produce a steady reliable income for the charity. The principal sources of funding are regular donations, occasional supportive donations, collecting boxes and income from investments in ethical and sustainable funds. The charity is determined that such investments as are chosen uphold ethical and sustainable principles in line with the principles outlined by UKSIF: https://uksif.org/learn/what-is-sustainable- investing/

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date

March 2012

TAR

THE HELEN FOUNDATION

No (if any) 1113860

CC16a

Receipts and payments accounts

For the period Period start date Period end date To from 01.01.2024 31.12.2024

Section A Receipts and payments Unrestricted Restricted Endowment Total funds Last year funds funds funds to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts Grants & Donations 10,258 - - 10,258 10,933 Bequest 35,414 - - 35,414 - Interest 744 - - 744 501 Investment Income 4,189 - - 4,189 4,031 Fund Raising 15,679 - - - - - - - - - - - - - - - ~~=====~~ Sub total (Gross income for AR) 50,605 - - 50,605 31,144 A2 Asset and investment sales, (see table). ~~=~~ - Sub total [ - ] - - - - ~~————=~~ Total receipts 50,605 - - 50,605 31,144 A3 Payments Grants & Bursaries 26,084 - - 26,084 20,525 Financial Expenses 216 - - 216 216 Stationery & Trustee Expenses 834 - - 834 221 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ~~eee~~ Sub total 27,134 - - 27,134 20,962 A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - ~~—~~ Total payments ~~————=~~ 27,134 - - 27,134 20,962 Net of receipts/(payments) 23,471 - - 23,471 10,182 A5 Transfers between funds - - - - - A6 Cash funds last year end - - - - - Cash funds this year end 23,471 - - 23,471 10,182 Section B Statement of assets and liabilities at the end of the period ~~————~~ Unrestricted Restricted Endowment Categories Details funds funds funds to nearest £ to nearest £ to nearest £ B1 Cash funds Santander Bank 94,872 - Co-op Bank 27,618 - - Paypal Account 2,876 - - Total cash funds_ 125,366 - - ~~===—~~ (agree balances with receipts and payments account(s)) Agreement Error OK OK

B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees	Details Details Eden Tree Aviva Platform Aviva Platform Aviva Platform Aviva Platform Details Details Signature	to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) Managed Inc 80,000 Baillie Gifford 10,000 Rathbone 20,000 Royal London 10,000 Cash - Cost (optional) - - - - - - - - - - - - - - Print Name Roger Kirk Anne Kirk Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
			-
			-
			-
			-
			-
			-
			Current value (optional)
			76,798
			14,022
			16,974
			8,016
			18
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Roger Kirk
		Anne Kirk

(HARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees THE HELEN FOUNDATION On accounts for the year ended 31 DECEMBER 2024 Charity no (if any) 1113860 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 3111212024. Responsibilities and basis of report 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 Ihe 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5Xb) of the Act. Independent trhe charity's gross income exceeded £250.000 and l am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] rf not applicable. I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordan 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 fomi 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 fairf 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 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. . Pleas t the words in the brackets if they do not apply. Signed: Date: 1411012025 Name: Graham Bird Relevant professional qualification(s) or body Institute of Financial Accountsnts IER Oct 2018

(if any): Tel n Accountancy Service Address: DJwlish Busiiiess Park Dawlish, Devon EX7 ON 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. IER Oct 2018