Trustees, Annual Reoprt for the period CHARITY COMMISSION Fro To li E]W Section A Reference and Administration Details Charity Name Registered Charity Number The Samantha Sykes Foundation Trust 1161175 Charity Principle Address 20 Combs Road Dewsbury West Yorkshire Postcode Names ol theTrustees who manage the charity Trustee Name Name of Pe￿onI0r body? entitled to appoint Wholeyear Wholeyear Benjamin Sykes Medi Wholeyear WholeYe3r Leanne Warren Karinlark50n Wholeyeir Communication5 LEzd WholeYe3r Martin Joeseph Joyce Communications Wholeyeir New Trustee 0110412023 Name Address Name of executroe or nitne5 of5enior5tiff membe15 loptional i rm NOT APPL Section B Structure, Governance and Management Description olthecharity's trusts Type of governing document Constitution Originzl Trustees werethe people who initialtyfDrrned thesarnantha Sykes Foundation. three mDrewereidd2d Paullne Garnettwas added as a Trustee and on April 1st 2023 MartinJoY￿ was bdded You rnay rhr>r>5eto include additional Informaiion. where relev311t. about The general control 3nd mana8ementof the charity 15 provided by the Tru5teeswho8wÈ the1rtimef￿eIY and recewe no retnuneration orotherfinan(ial benefits. NONE NONE nd any wider Tretwurkwith whiih th2 [hzritywor￿. NONE NONE and the 5Y51em 3nd procedure5to manage them. Section C Jectives an ctivities Sumtnaryof the objECtsuf th2 chirity The advancement of Èdutation forthe publit benefitof Young people, belowtheageof 25,who have previouslyor re currentty 5ubiecttothe care system. Summatyof the tnain 3ttwitiÈS The Samantha Sykes Foundation TtU51 engage5 in variou5 activities lo achieve its charitable objective5. One of our Trustees. Karin Jad(son, consistently hosts a market stall which betsme our largesl Sour￿ of Incorf* for 2023124. All fu￿$ raised 8re donated, with only nacessary ¢o$ls lo tha Local Aulhorify or evénl host deducted. We continue lo receive support from the local Gommunty, as well as from the Smile Bar & Venue in Hvdder5field. In 2023124. our events induded a Festival and Ra￿ Night at The savi￿ Arm5 in Thornhill. Wakefpld., a second Ra￿ Night hgsled by Abmec Mining., a Christmas choir Night ory¥n￿e¢ by Truslee P8uline Garnett in Thirsk", a Onesie Day hosted by Karen M¢Gill", a Com6dy Aftemoon ptssfrnted by Smile Bar & Venue, Marie Harrison, and Richard Harrison. We also have ￿tel¥*￿ donations from the Local Mayor. which is used 10 fund tharapyto young pèopl&. details can be reviewed in our accounts submilled. You may thtstss@tO InElude additional Information. where relevant. a￿ut pollcy programme related Investment-, contribution rnade by volunteers-, Section D Achievements & Performance Summaryof the main achievÈmentsof the charity duringthe yeèr varyingeventformA15, Includinggroup funding. voucher5 facilitate icces5to heilth and educatlDnal appointmEnts, empDwering young Individua15to pursue higher 3 sm311 voluntaryorganiS3tion, we pride DufsefvÈs on CtrnSider3blE athievements, thanks to our dedicated volunteers 3nd supporters. Ourseventru5tees, who recerie nofinanc131 remuneration. contribute theirtime freely. We collaborate withTerriaryEducation provider5. e¥pandingour reach io sO￿h & North Yorkshire. supporting Comtnunityand InstitutlDnal sUPWrt remzin 5tron& with SmilE Bir & VenuE in Hudder5field being a notable Remarkably. manybeneficlarles have achleved irnpre55kve academic re5uhs. Includlng degree5 and even a M35te¢s. Section E Financial Review In order to support second and Ihird-year students, we m81ni8in bank 8¢counl reserves of approximalely £20,000, unthsngéd sincè 201812019. These funds 8nsure we tovér 8ny ongoing financial needs, allowiw students to complete their ed￿￿tiOn. Applications for various types of support are invited throughout Ihe year and are m81ched againsi our chsrity's uikria. Esch applicant is then noiified whether their appli￿110￿ meets our standards. policy on reserves Fundlw declsions are msde following a maeling or emall vola byTruslees to assess tha applicallon's validity- Applications can be subTnitted through ourwebsile or by emailing for an appliGalion form. which was upd¥led in June 2019 for consistency The new system h85 been functioning very well Individuals up to the age of Iweniy-five 8r6 all91￿6 10 apply. We Ireal all applications equally not require names or gender information. To maintain anonymity and ensurè eou81 opportunities, payments are made directly 10 the profe$sion81 body prowding education, therapeutic intervention. or ￿e￿SsaryeqUiprnent. In rare cases where personal identifiable infomialion is needed, Il Is only sh8red with one of our DBS-checked clinic81 professional Truslees. ONE inform3tion, wherÈ rÈlÈv3nt, Èbout How expeThdlture has supported the Investment poliryand oblectries dopted. Section F Other Optional Information NONE Section G Declaration The Tru5tee5 declare that they have approved the tru5tee5 report3bDve Ivlie Warren Syke5 Eric Sykes le4. Chair, SeC￿3ty etc.) Ch3irperson Treasurer Date: ntha Sykes Foundation Trust **Annual Statement** elieve & Be Inspired Charity Commission Registered – No: 1161175 ## Insert Your Logo Date: Statement # No.8 March 30, 2024 8th Year Expenditure Page 1 of 1 |||**Account Summary**|| |---|---|---|---| ||Starting Balance March|31 2023|£153,290.97| ||Funds Raised Inc Donations|2023-2024|£79,428.73| ||Expenditure 2023-2024||£22,532.74| |**Current Balance April 1st 2024**|||£210,186.96| **----- Start of picture text -----**
Date Description Debits
2023-2024 Value Of Assets < £100 No Assets
Balance Brought Forward £153,290.97
2023-2024 Donations & Fund Raising £79,428.73
Expenditure Information Santander Bank Source
01/04/2023 Post Office Card Payment £3.35
01/04/2023 Charity Toy Purchase Card Payment £7.00
02/04/2023 Post Office Card Payment £6.70
04/04/2023 Refund for Smartrike Toy Faster Payment £20.00
17/04/2023 Post Office Card Payment £3.49
18/04/2023 Pounland (Toy Batteries) Card Payment £8.50
18/04/2023 Leeds United (2022 Ball Balance Payments) Faster Payment £347.69
19/04/2023 Post Office Card Payment £3.49
24/04/2023 Post Office Card Payment £3.49
03/05/2023 Post Office Card Payment £3.49
03/05/2023 B&M (Chocolate Oranges) Card Payment £18.00
03/05/2023 Charity Toy Purchase Card Payment £2.00
08/05/2023 Post Office Card Payment £1.15
16/05/2023 Charity Toy Purchase Card Payment £5.00
18/05/2023 Post Office Card Payment £3.49
19/05/2023 ASDA (Chocolate Oranges) Card Payment £28.50
19/05/2023 Pounland (Toy Batteries) Card Payment £4.00
20/05/2023 Post Office Card Payment £3.49
21/05/2023 Post Office Card Payment £3.49
22/05/2023 Pounland (Toy Batteries) Card Payment £4.00
23/05/2023 Post Office Card Payment £3.49
23/05/2023 Beacause Potential Matters (Music Therapy R344) Faster Payment £250.00
28/05/2023 Post Office Faster Payment £3.49
02/06/2023 Pounland (Toy Batteries) Card Payment £4.00
03/06/2023 Post Office Card Payment £3.49
06/06/2023 Amazon (MacBook) Card Payment £1,585.92
18/06/2023 Hudderfield University (Travel Costs) Faster Payment £400.00
18/06/2023 M Poulain (Mentoring) Faster Payment £500.00
23/06/2023 Beacause Potential Matters (Music Therapy R349) Faster Payment £250.00
26/06/2023 Pounland (Toy Batteries) Card Payment £7.00
21/06/2023 Currys (Laptop) PayPal £190.00
13/07/2023 Amazon (Beauty Case) Faster Payment £168.00
17/07/2023 Post Office Card Payment £6.98
18/07/2023 Delivered Social Card Payment £66.73
21/07/2023 CMITA (Market Insurance) Card Payment £59.00
21/07/2023 Pounland (Toy Batteries) Card Payment £8.00
24/07/2023 Post Office Card Payment £3.49
25/07/2023 Post Office Card Payment £8.98
26/07/2023 Post Office Card Payment £3.49
29/07/2023 Amazon (SumUp Terminal) Card Payment £39.92
12/08/2023 Amazon Prime Card Payment £8.99
15/08/2023 Pounland (Toy Batteries) Card Payment £10.00
22/08/2023 Post Office Card Payment £17.45
23/08/2023 Post Office Card Payment £3.49
24/08/2023 Post Office Card Payment £3.49
25/08/2023 Tesco (Oranges) Card Payment £18.00
01/09/2023 Post Office Card Payment £1.15
01/09/2023 Charity Toy Purchase Card Payment £4.50
02/09/2023 Post Office Card Payment £3.49
04/09/2023 Pounland (Toy Batteries) Card Payment £6.00
12/09/2023 Amazon Prime Card Payment £8.99
23/09/2023 Amazon (Books) Card Payment £32.00
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03/10/2023 Pounland (Toy Batteries) Card Payment £6.00
06/10/2023 Post Office Card Payment £3.49
12/10/2023 Amazon Prime Card Payment £8.99
14/10/2023 Post Office Card Payment £3.49
17/10/2023 Post Office Card Payment £3.49
27/10/2023 Post Office Card Payment £3.49
30/10/2023 Pounland (Toy Batteries) Card Payment £14.00
02/11/2023 Amazon (Books) Card Payment £138.94
02/11/2023 Amazon (Laptop) Card Payment £289.95
02/11/2023 Amazon (Laptop) Card Payment £787.23
03/11/2023 Charity Toy Purchase Card Payment £4.50
06/11/2023 Post Office Card Payment £3.49
06/11/2023 Amazon (Books) Card Payment £29.99
08/11/2023 Iceland (Choc Oranges) Card Payment £33.75
12/11/2023 Amazon Prime Card Payment £8.99
13/11/2023 Huddersfield University (Travel Costs) Card Payment £400.00
01/11/2023 Iceland (Choc Oranges) Card Payment £16.20
17/11/2023 Iceland (Choc Oranges) Card Payment £16.20
17/11/2023 Post Office Card Payment £3.49
18/11/2023 Iceland (Choc Oranges) Card Payment £18.00
21/11/2023 Morrisons (Choc Oranges) Card Payment £9.00
22/11/2023 Amazon (Laptop) Card Payment £797.97
22/11/2023 Morrisons (Choc Oranges) Card Payment £12.00
26/11/2023 Pounland (Toy Batteries) Card Payment £4.00
28/11/2023 Costco Online Card Payment £26.40
29/11/2023 Amazon Card Payment £19.24
30/11/2023 Maple Park Cafe (Butterfly Supper) Faster Payment £2,376.00
10/12/2023 Charity Toy Purchase Card Payment £4.00
11/12/2023 Hudderfield Uni (Accom) Faster Payment £2,997.00
12/12/2023 Amazon Prime Card Payment £8.99
21/12/2023 Amazon (Art Supplies) Card Payment £29.99
22/12/2023 Amazon (Art Supplies) Card Payment £89.98
24/12/2023 Pounland (Toy Batteries) Card Payment £8.00
27/12/2023 Kindlink Subscription Card Payment £9.99
02/01/2024 Iceland (Choc Oranges) Card Payment £9.00
08/01/2024 Post Office Card Payment £3.49
11/01/2024 Amazon Prime (Subscription) Card Payment £8.99
15/01/2024 Post Office Card Payment £6.98
21/01/2024 Currys Laptops Card Payment £2,145.00
22/01/2024 Post Office Card Payment £3.49
26/01/2024 Pounland (Toy Batteries) Card Payment £6.00
02/02/2024 Ebay Laptops Card Payment £498.00
02/02/2024 Amazon (Laptop) Card Payment £2,283.97
02/02/2024 Charity Toy Purchase Card Payment £3.00
06/02/2024 Pounland (Toy Batteries) Card Payment £6.00
06/02/2024 Maddison Poulain Mentoring Card Payment £500.00
11/02/2024 Amazon Prime (Subscription) Card Payment £8.99
11/02/2024 Charity Toy Purchase Card Payment £1.50
12/02/2024 Pounland (Toy Batteries) Card Payment £4.00
13/02/2024 PayPal Batteries Card Payment £11.38
14/02/2024 Iceland (ChocEggs) Card Payment £9.00
17/02/2024 John Lewis (Laptop) Card Payment £1,818.97
18/02/2024 Morrisons (Choc Eggs) Card Payment £7.50
19/02/2024 Pounland (Toy Batteries) Card Payment £2.50
19/02/2024 Morrisons (Choc Eggs) Card Payment £9.00
22/02/2024 Amazon (Therapy) Card Payment £129.41
01/03/2024 Pounland (Toy Batteries) Card Payment £6.00
11/03/2024 Post Office Card Payment £3.49
12/03/2024 Amazon Prime (Subscription) Card Payment £8.99
15/03/2024 Post Office Card Payment £6.98
18/03/2024 Post Office Card Payment £3.49
18/03/2024 Sainsburys (Chocolate Oranges) Card Payment £18.00
20/03/2024 Huddersfield University (Mentoring) Faster Payment £2,100.00
22/03/2024 Amazon Card Payment £98.54
26/03/2024 Kindlink Subscription Card Payment £9.99
27/03/2024 Mind Check One Two CIC (R31 Music Therapy) Faster Payment £450.00
30/03/2024 Pounland (Toy Batteries) Card Payment £5.00
Total Expenditure 2023/2024 £22,532.74
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**Annual Statement** es Foundation Trust elieve & Be Inspired Charity Commission Registered – No: 1161175 **----- Start of picture text -----**
Insert Your Logo
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March 30, 2023 8th Year Expenditure Date: Statement # No.8 |Page 1 of 1|| |---|---| |**Account Summary**|| |Starting Balance March 31 2023|£3,386.90| |Funds Raised Inc Donations 2023-2024|£3,777.28| |Expenditure 2023-2024|£2,586.80| |**Current Balance April 1st 2024**|£4,577.38| **----- Start of picture text -----**
Date Description Debits
2023-2024 Value Of Assets < £100 No Assets
Balance Brought Forward £3,386.90
Credits £3,777.28
Expenditure Information PayPal Source
23/07/2023 Ebay Laptops PayPal Balance £2,125.00
30/07/2023 Ebay (Light Bottles) PayPal Balance £21.36
03/08/2023 Ebay (Light Batteries) PayPal Balance £9.02
04/11/2023 Ebay PayPal Balance £16.18
05/11/2023 Matalan (Clothing for Applicant) PayPal Balance £177.00
06/11/2023 Argos (Laptop) PayPal Balance £202.95
10/11/2023 Ebay PayPal Balance £3.29
22/11/2023 M Carter Printers PayPal Balance £32.00
PayPal Expenditure £2,586.80
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**Annual Statement** es Foundation Trust elieve & Be Inspired Charity Commission Registered – No: 1161175 Insert Your Logo ## _**Therapy @**_ Date: March 30, 2023 Statement # No.2 2nd Year Expenditure Page 1 of 1 **Account Summary** Starting Balance March 31 2023 £2,843.74 Funds Raised Inc Donations 2023-2024 £7,355.00 Expenditure 2023-2024 £6,326.44 **Current Balance April 1st 2024 £3,872.30** **----- Start of picture text -----**
Date Description Debits
2023-2024 Value Of Assets < £100 No Assets
Balance Brought Forward £2,843.74
Credits £7,355.00
Expenditure Information Therapy Source
Therapy CP £245.00
Therapy CP £210.00
Therapy LW £1,105.44
Therapy CP £105.00
Therapy & Associated Products £175.00
Therapy CP £105.00
Therapy CP £350.00
Therapy CP £245.00
Room Hire SBV £1,200.00
Therapy CP £490.00
Therapy LW £350.00
Therapy CP £420.00
Therapy CP £420.00
Therapy LW £210.00
Therapy CP £385.00
Room Hire SBV £400.00
Therapy LW £156.00
Total Expenditure £6,116.44
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SAMANTHA SYKES FOUNDATION TRUST
3 1 0 3 2 4
1 1 6 1 1 7 5
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Seition B Disclosure Only complete il the exatniner needs to highlight material piobleffls Give here brief details ol any items that the examinei wishes to disclose Nothing to disclose IER March 2012