-SAMEE
CHARttY
SAMEE- Annual Report 2025
Annual Report and Independently Examined Financial Statements
For the Period Ending 30 November 2025
SAMEE
Charity Registration Number 1170328
SAMEE Annual RÈport 2025

SAMEE~ Charity Registralion Number 1170328
Report of the Trustees for the Year Ending 30th November 2025
th
The Board of Trustees have pleasure in presenting their Annual Report for the year ending 30 November
2025.
l. Chair of Trustees Report
Welcome to the SAMEE 2024125 Annual Report reflecting on the year, highlighting significant achievements,
challenges, and our vision moving forward.
SAMEE has enjoyed an extended period of increasing growth under the guidance of our new Chair and two
Vice Chairs of Trustees. In September we welcomed a new member to the SAMEE Trustee Board with an
extensive background and active expertise in training which will play a significant part in enhancing the
training needs of the entire SAMEE team. The Board has continued to provide sage guidance to the Senior
Leadership Team ISLT) as SAMEE charity has continued to scale operational delivery particularly in the area
of youth provision which has resulted in significant team growth to support programme delivery.
Over the last year, SAMEE has continued its commitment to enable and support disabled people to explore
self-employment by evolving our services, expanding our reach, and creating new meaningful stakeholder
partnerships.
All of the Trustees are proud of the progress being made with our award-winning SAMEE Supported Self-
Employment Internship programme. There is now a Year l and Year 2 cohort with both intern groups making
excellent progress exploring their business ideas and further developing independent living skills. The
Trustees are looking forward to seeing the Year 2 cohort businesses launch and thrive.
Over the last 12 months, the charity has started to co-create a new Level 2 qualification for its award-winning
Steps Into Self-Employment qualification with the future ambition of progressing the Supported Self-
Employment Internship programme to an additional two years of provision. This would mean that disabled
young adults will be able to explore their self-employment ideas and receive quality careers guidance for an
initial 12 months via our Getting Ready for Tomorrow programme; before progressing onto the 24-month
Supported Self-Employment Internship programme.
In July 2025, SAMEE moved to a brand-new premises with two levels to accommodate the growing staff
team plus classroom for the Year 2 interns. The Getting Ready for Tomorrow cohort and Year I learners of
the Supported Self-Employment Internship programme start their journey with SAMEE based at the
Marsham Court hotel, and then the Year I cohort progress to our new Richmond Gardens site to continue
their learning a5 Year 2 interns.
Across all of our programmes the SAMEE team has delivered significant social impact results in ongoing
challenging 50cio-economic times, making a transformational difference to the lives of disabled people
throughout the South West region and beyond via successful self-employment start up support.
The SAMEE team and Trustees have started over the last 12 month5 to work in accordance to the new 3-
year strategy with the following aims:
Continue to promote self-employment as a viable alternative to traditional employment for
disabled people
Create geographical pockets of excellence for our bespoke Self-Employment programmes and
Supported Self-Employment Internships
SAMEE Annual Report 2025

Explore a regional Volunteering programFfie to enFiarice +he opportunities aiiailable to disabled
people
Develop a peer-mentoring programme for beneficiaries, their families and wider circles of support
The new 3-year strategy objectives are currently being worked towards in the following areas:
Awareness and Education - focusing on raising awareness of the daily challenges disabled people
face and how self-employment is an achievable option to help support independent living
Reach and Support- focusing on meeting the bespoke needs of our beneficiaries through our
delivery model, provision and increasing geographical reach
Advocacy and Enablement- focusing on the daily delivery of high-quality services and our ability to
influence, mentor and share best practice with others
2. Key Achievements in 2025
SAMEE team growth- operational delivery has expanded over the last 12 months particularly in the area of
our Supported Self-Employment Internship, so the SAMEE team has grown accordingly. We have welcomed
a new Wellbeing and Careers team to SAMEE, as well as a dedicated SENCO. Adult provision has also grown
with two new Mentors joining SAMEE which ha5 grown the entire team to 43 staff members.
The 2025 Zero Project Award The whole team are incredibly proud that our innovative practice wa5
formally recognised as SAMEE won a Zero project 2025 award in the category of Innovative Solutions in
Inclusive Employment and Information and Communication Technology. Our Supported Self~Employment
Internship supports young people with disabilities to develop the skills needed to run their own self-
employed ventures, combining training in all aspects of self-employment alongside rotating work
placements, mentoring support and gaining our accredited Steps Into Self-Employment level l {and 500n to
be level 21 qualification. From 90 countries across the world, our programme was chosen from a total of 522
nominations. Our CEO was invited to Vienna and was presented the award at the United Nations building,
met two British Ambassadors and also delivered a speech at the Austrian parliament in front of a packed
house of Austrian M.P.s.
Lighthouse exhibitlon
for two weeks in October, the Year l and Year 2 interns of our Supported Self-
Employment organised, set-up and exhibited their self-employed product/service ideas at the Lighthouse
theatre in Poole, Dorset. The exhibition took up an entire floor of the theatre with all the interns attending
the launch day event which was attended by the public and local M.P.
British Association of Supported Employment (BASE) UK our CEO and CXO attended the annual BASE
conference in November and presented a self-employment skills workshop to supported employment
coaches from across the UK. During the rest of the conference, both CEO and CXO actively networked with
delegates from a diverse range of backgrounds which helped SAMEE to gain recognition for our
groundbreaking, innovative and impactful work supporting disabled people in a truly inclusive and accessible
way.
Strategic Partnerships: SAMEE expanded its partnership working in the community with local charity the
Crumbs project teaching food hygiene to our interns, and we continued to enhance our partnership with
Marsham Court hotel who are offerine valuable work experience opportunities for our intern5
3. Advocacy and Policy Influence:
SAMEE Annual Report 2025

Odr SLT continues to actirfety engage Miith pulicy-making bodies, contributing 10 iegisiation aiscussions on
employment and disability rights, and our CEO continues in her voluntary role a5 Chair of the South West
Regional Stakeholder Network within Disability Unit in the Cabinet office. This ongoing valuable work has
enabled SAMEE to raise its profile, and being mentioned in Parliament in September has resulted in more
invitations to take part in various discussion panels at a number of high-profile disability sector events.
4. Our Programmes and Impact
We are proud of the holistic impact our programmes are having on the lives of the disabled people we are
supporting:
Disabled Entrepreneur5 Business Start-up Service (DEBSS) Our core adult support programme has
supported 372 new customers this year with 93 starting new self-employment. We have successfully
received grant funding to deliver DEBSS beyond Dorset, enabling us to scale our adult support and impact
higher numbers of disabled people across a wider geographical area.
Steps Into Self-Employment (SISE) - Our award-winning Level I programme that supports young disabled
people to gain an accredited self-employment skills qualification continues to scale as a Level 2 is being co-
produced and should be ready to launch in 2026.
Supported Self-Employment Internship With a Year l and Year 2 cohort currently onboard, our
groundbreaking programme, supporting neurodiverse young people to explore 5elf-employment continues
to thrive. The successful elements of the programme include business mentoring, relevant and relatable
work-placernents, education and holistic support; plus, work towards the accredited Steps Into Self-
Employment Level I qualification currently impacts a cohort of 22 learners.
Slnce the charity Started in 2016, we have had 1929 disabled adults referred to us for support with 26Y.
working in sustainable self-employment. In addition, a further IO% of our disabled adults are now working
in traditional employment roles. This demonstrates the lasting impact that support from SAMEE has on the
Ilves of the disabled people that access our services.
We thank our dedicated staff, volunteers, funders, and partners who have been integral to our success.
S. Reference and Administrative Information
SAMEE was registered as a charity on the 23rd of November 2016, with the charity number 1170328. The
registered off ice 15 36 Heather Road, Bournemouth, BHIO SEE. The charity trades from 8 Richmond Garden5,
Bournemouth, Dorset, BHI IJE.
6. Trustees, SLT and Principal Adviser
Trustee5:
Mr Mike Lammas- Chair
Mr Sak Awan-vice Chair
Mrs Debbie Porter- Vice Chair
Mr Mark Everard
Ms Jacqueline Shave
Ms Elaine Collinson
Mrs Carly 5idebottom
Ms Sara Brown - Treasurer and Charity Accountant
SAMEE Ani2ual Report 2025

SLT:
The Chief Executive of the Charity is Mrs Samantha Everard
The Chief Impact Officer of the Charity is Mr Wayne Ingram
The Chief Experience Officer of the Charity is Miss Sianell White
Principa l Adviser:
Accountants- Clear Vision Accountancy Group, Mr Matthew Rogers
7. Governing Document
SAMEE is a registered charity and operates under a signed and agreed Constitution.
8. Trustee Recruitment, Induction and Training
Trustees are sought to bring in a variety of skills, specialisms and knowledge to support the management
and governance of the charity. The Trustee board has the authority to co-opt members to its numbers at any
time. Members of the board will be elected/re-elected at the AGM.
All new Trustees will be given a pack containing the constitution and policies/procedures of the charity along
with the strategic plan, the Charity Commission guide 'The Essential Trustee" and the latest statements
pertaining to the charity.
9. Trustee Organisational Structure
SAMEE Board of Trustees must have a minimum of 3 members. Currently there are 8 Trustees. The Trustee
board delegate the day to day running of the charity to the Chief Executive Officer and Senior Leadership
Team and through them to the Staff and volunteers. Budgetary control sits with the Chief Executive Officer
and Accountant,
The Board of Trustees meets quarterly, or as often as is needed. Meetings take place on a hybrid basis with
a mix of in-person and virtual.
10. Risk Management
The Chair of Trustees has supported the charity in a comprehensive review of the risk register which is
regularly reviewed by the Senior Leadership Team to ensure risk is being mitigated and potential/actual
emerging risks identified.
The charity has in place quality management systems that support timely policy review and updates. The
charity has in place appropriate policies and procedures that safeguard our beneficiaries, staff, volunteers
and Trustees.
11. Objectives
The Purpose and Objects of the CIO are:
The prevention or relief of poverty, or financial hardship, in Dorset and beyond for the public benefit, by
providing and assisting with the provision of education, training and all the necessary support designed to
enable individuals to generate a sustainable income and be self-sufficient by:
SAMEE Annual Report 2025

PrO.￿ldir1E a learning cenire in Boiirnemouth to Supply unemployed iind disciavantaged people witn
mentoring support, interview techniques, office facilities, free internet and subsistence
providing information and guidance about the different entry routes to the labour market
providing opportunities for work experience, shadowing and volunteering opportunities through
working with local employers, charities and educational establishments
providing interview skills and practice, cv guidance and otherguidance support local people back into
employment
providing support to the educational establishments within their careerfs guidance programmes
to provide life skill training to support the public with transferable skills
12. Financial Review
th
The Statement of Financial Activities (SOFA) for SAMEE and the Balance sheet at 30 November 2025,
together with the associatf d explanatory notes are given separate to thi5 report.
13. Strategic Priorities,lor the Coming Year
Over the next 12 months the charity plans to develop a new innovative programme for disabled adults aged
over 25 based on our Supported Self-Employment Internship model. The charity recognises that when EHCP
support terminates when a young person reaches 25 years old, the support for them falls off of a cliff edge.
We believe there is a need for a similar type of structured support that our current internship offers for those
aged over 25. We will seek funding over the next 12 months to support the research, development, roll-out
and ongoing delivery of this new proposed programme.
A5 per our strategic plan the charity intends over the next 12 months to:
Continue to promote self-employment as a viable alternative to traditional employment for
disabled people
Create more geographical pockets of excellence for our bespoke Self-Employment programmes and
Supported Self-Employment Internships
Explore and secure corporate sponsorship, alongside a regional volunteer mentor programme, to
enhance the opportunities available to disabled people
Develop a peer-mentoring programme for beneficiaries, their families and wider clrcles of Support
The overall vision for the SAMEE charity is to continue to expand the delivery of our bespoke programme5
on a national level, reaching increasing numbers of disabled people, while using our leverage to influence
and advocate on their behalf.
14. Public Benefit
The charity acknowledges its requirement to demonstrate clearly that it must have charitable purposes that
are for the public benefit. The Trustees confirm that they have paid due regard to the Charity Commission
guidance on public benefit before deciding what activities the charity should undertake. They do not
consider that any of the charity's activities cause any significant detriment or harm and believe that any
private benefit arising from the activities is incidental.
This report was approved by the Board on I, December 2025.
SAMEE Annval Report 2025

Unrestricted
Funds
Restrtcled
Funds
Frthwmp.nt
Funds
Prior Year
Fund5
Total Funds
IncomlnE Resources
Income and endowments frorn:
Donatlons & Legacies
Charitable Activitie5
£26,642.17
£0.00
£293.278.41
£0.00 £319,920.58
£0.00 £439,040.22
£298.238.96
2439.040.22
£286.084.95
Other Trading Actlvlties
Investments
£0.00
£0.00
£0.
£0.00
£0.00
EO.00
£0.00
EO.00
£0.00
£0.00
Separate Material Item of Incorne
Other
£0.00
£0.00
£0.00
EO.00
£0.00
£4.435.47
£0.00
£0.00
£4,435.47
E3.885.38
Total
£31,077.64
£732,318.63
£0.00 £763,396.27
£588,209.29
Resources Expended
Expendituye on:
Ralsln& Funds
Charllable A¢tlvities
£O.(K)
£0.00
EO.00
£0.00
£14,731.11
£528.50
£649,395.06
£0.00 £664,126.17
£548,789.96
£1,924.69
£0.00
Separate Materlal Item of Expense
Other
£1.722.46
£0.00
£0.00
£2,250.96
£0.00
ÉO.(K)
£0.00
Total
£15.259.61
£651,117.52
È0.00 £668.377.13
£55D,714.65
Net Income lexpendlturel
Net galn Ilossesl
Net Income lexpendlturel
£15.818.03
£81.201.11
£0.
£0.00
97.019.14
£37.494.64
Éo.00
£0.00
go.00
£0.00
£15,818.03
£81.201.11
£o,00
£97.019.14
£37.494.64
Exlraordlnary Items
Tfansfers between funds
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
Éo.00
£o.N)
£0.00
Other recognised galns Ilossesl
Gains and lossès on revaluation of
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
fixed assets for the charlty's own use
Other galn5 Ilossesl
Net movement In funds
£0.00
£0.00
£0.00
£0.00
£0.00
.00
£0.00
Éo.00
£0.00
£0.00
£15,818.03
£81,201.11
£0.00
£97,019.14
£37,494.64
Reconclllation of funds
Total funds brought forward
Total funds carried forward
£44,099.83
£59,917.86
£175,094.92
£256,296.03
£0.00 £219,194.75
£0.00
£0.00 £316,213.89
É219,194.75
Resource5
Expended
Maln Grants
Incomlng Resour￿S
Carrylnio25126
Albert Gubay
£17.5￿).00
É17.500.00
Awards lorAII
£19.$48.00
È8.$1&00
£13,032.00
CABWI
É14.195.00
£11.830.(K)
£2.365.00
Claire Miln&Tru5t
Éio.ooo.(K)
£3.IXKI.00
É7.0￿.(￿>
Peoples P05tGode Lottery
Powpll FamilyTru5t
£23208.00
£13￿38.00
£9.670.00
£13.270.00
£2,211.66
£11.058A4
The Foie
£1S.000.OD
E15.QUO.(10
Éo.00
The Natlonal Lottery
É115.613.00
£86.709.75
E28.903.25
Wonible Boiid Dlcklnson Foundailon
È4.￿7.00
£3.320.00
É1.647.00
SAMEE AnAual Report 2025

FIH13nr.F. Shget
30th November 2025
ASSETS
Fixed Assets
Total Fixed Assets
£0.00
Current A55ets
Bank Accounl
E278,525.63
Paypal
Total Assets
£12.57
£278.538.20
LIABILITIES
Smallwood Grant Trust Fund
£5.693.23
PAYE Payable
Pension Payable
.É157.24
É122.32
Total Llabilities
£5,658.31
DEBTORS
Account Recelvable
£43.334.
Total Due
£43.334.00
Total Net Asset5
£316,213.89
EQUITY
Net Prolit / Loss Ipt40r yearlsll
Net Protit / Los5 Icurrent year)
E37.494.64
£97.019.14
Accounting Pollcies
Charity Information
SAMEE is a Charitable Incorporated Organisation (CIO), registered with the Charities Commission under
number 1170328. The registered office is 36 Heather Road, Bournemouth, Dorset, BHIO SEE.
Accounting Convention
The financi31 statements have been prepared in accordance with the Charity's constitution and *Accounting
and Reporting by Charities". Statement of Recommended Practice applicable to charities preparing their
accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland
IFRS 1021 ' (as amended for accounting periods commencing from ljanuary 2016). SAMEE is a Public Benefit
Entity as defined by FRS 102.
SAMEE has taken advantage of the provisions in the SORP for charitie5 applying FRS 102 Update Bulletin I
not to prepare a Statement of Cash Flows.
The financial statements are prepared in sterling, which is the functional currency of SAMEE.
The financial statements have been prepared under the historical cost convention, modified to include the
revaluation of freehold properties and to include investment properties and certain financial instruments at
fair value. The principal accounting policies adopted are set out below.
SAMEE Annual Report 2025

Going Concern
At the time of approving the financial statements, the Trustees have a reasonable expectation that SAMEE
has adequate resources to continue in operational existence for the foreseeable future. The Trustees
continue to adopt the going concern basis of accounting in preparing the financial statements.
Charitable Funds
Unrestricted funds are available for use at the discretion of the Trustees in furtherance of their charitable
objectives unless the funds have been designated for other purposes.
Restricted funds are subject to specific conditions by donor5 as to how they may be used. The purpose5 and
uses of the restricted fund5 are set out in the notes to the financial statements where necessary.
Incoming Resources
Income is recognised when SAMEE is legally entitled to it after any performance conditions have been met,
the amounts can be measured reliably, and it is probable that income will be received.
Donations are recognised on receipt. Qther donations are recognised once SAMEE has been notified of the
donation unless performance conditions require deferral of the amount.
Resource5 Expended
Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing
SAMEE to that expenditure, it is probable that a transfer of economic benefits will be required in settlement,
and the amount of the obligation can be measured reliably.
Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all
costs related to the category. Where costs cannot be directly attributed to particular headings, they have
been allocated to activities on a basis consistent with the use of resources.
Costs of charitable activities comprise the costs of providing facilities for self-ernployment support,
employment support, workshops, and education, together with its associated support cost5.
Other costs, noted as Separate Material Item of Expense," are those functions that assist the work of SAMEE
but do not directly undertake charitable activities. These include back-office costs, repairs and maintenance
Costs, finance, ett., which support the charity's activities.
Trustees
None of the Trustees personally received any remuneration or benefits from SAMEE during the year.
Reserves Policy
The reserves of the SAMEE charity fall into two different categories: Unrestricted Funds; Restricted Funds.
Unrestricted Funds represent those balances that can be used for any purpose that allows the SAMEE charity
to achieve its stated objectives. The income is received with no restrictions placed by the giver a5 to how it
may be used.
Restricted Funds show income awarded to the SAMEE charity for specific projects and purposes, as stated
by the funder.
The SAMEE charity Trustees believe the reserves are more than adequate to maintain the charity through a
month period. There are enough reserves to support the ongoing costs of the two admin employees and
head office, should all projects cease and no further income be received. The Trustees are aware that the
SAMEE Annual Report 2025

Ciiarity currenLlI runs ori ¢ pfoject-by-pi'ojecl bdSiS and the costs associaiea with tnose are covere(i by the
restricted grants coming in.
The Trustees keep the sltuation under review and will act to implement any changes that become necessary
to ensure the continuation of the Charity.
SAMEE Annual Report 2025

(HARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's report on the
accounts
Section A
Independent Examlnerfs Report
Report to the trustee5
Chaiily Name
The Samee Charity
On account5 for the year
ended
30 November 2025
Charity no
(if any)
1170328
Set out on pages
9t012
Iremen)ber lo iiiblude the page i)umbers ol addilioiial slièelsl
I report to the trustees on my examination of the accounts of the above
charity ("the Trust.) for the year ended 3011112025
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 the 2011 Act and in carrying out my examination, I
have followed all the applicable Dircctions given by the Charity Commission
under section 145(5)(b) of the Act.
Independent IThe charity's gross income exceeded £250,000 and l am qualified to
examiner's statement undertake the examination by being a qualified member of The Association
of Chartered Certified Accountants.
I have completed my examination. I confirm 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 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.
Please del
te the words in the bracl(ets il they do not apply.
Signed:
Date:
16.3,26
Name:
Matthew R
ers
Relevant professional
qualification(s} or body
FCCA
IER
Oct 2018

(if any):
Address:
1 Abacus House
Newlands Road
Coraham. Wiltshire, SN13 OBH
Sectlon 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