Trustees’ Annual Report for the period
From 6[th] April 2023 Period end date
Charity name: SIMON COOPER FOUNDATION
Charity registration number: 1174106
Objectives and Activities
| Objectives and Activities | Objectives and Activities | Objectives and Activities |
|---|---|---|
| SORP reference | ||
| Summary of the purposes of the charity as set out in its governing document Para 1.17 To apply the income and all such parts of the capital of the Trust, at such time or times and in such manner to, or for the benefit of, such exclusively charitable objects and purposes in any part of the world as the Trustees may in their discretion think fit. |
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| 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 The Foundation held fund raising events during the year and published the Foundation’s aims primarily via social media. The Foundation made donations in line with its objectives following applications made to and considered by the Trustees. |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had regard to the guidance issued by the Charity Commission 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 |
| Policy on social investment including program related investment |
Para 1.38 |
Contribution made by Para 1.38 volunteers Other
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | The Foundation raised money for specialist medical care providers and hospices associated with Cancer, Cystic Fibrosis and life limiting conditions. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | The Foundation received net income of £5,000 during the year. |
| Statement explaining the policy for holding reserves statingwhytheyare held |
Para 1.22 | The Foundation retains such funds as the Trustees consider appropriate to minimise its ongoingcosts. |
| Amount of reserves held | Para 1.22 | £19,094 |
| 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 | N/A |
| Additional information (optional) You may choose to include further statements |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | TRUST DEED DATED 03.08.17 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | TRUST |
| 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 | APPOINTED BY TRUSTEES |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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
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Charity name SIMON COOPER FOUNDATION
Other name the charity uses N/A
Registered charity number 1174106
Charity’s principal address 1 TYNEDALE, LONDON COLNEY, ST ALBANS, HERTS, AL2 1TF
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 JENNY ARWAS CHAIR
2 NIGEL KINGSLEY TREASURER
3 ANGELA COOPER
4 PAUL COOPER
5 REBECCA WOOLFE
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 N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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
N/A
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) " )_-— 7 PAUL COOPER Full name(s) NIGEL KINGSLEY Position (eg Secretary, TREASURER TRUSTEE Chair, etc) ~~|eee~~ Date 03.11.24 ~~|~~
Charity Name No (if any) SIMON COOPER FOUNDATION 1174106 Receipts and payments accounts CC16a For the period Period start date Period end date To from 06/04/2023 05/04/2024 ee
| For the period ee |
For the period ee |
Period start date | Period start date | Period start date | Period start date | Period end date | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| For the period from ee |
For the period ee |
06/04/2023 | To | 05/04/2024 | |||||||||
| Section A Receipts and payments Unrestricted funds to the nearest £ A1 Receipts ee |
to the nearest ee |
Restricted funds to the nearest £ |
Restricted to the nearest £ |
Endowment funds to the nearest £ |
Endowment | Total funds to the nearest £ |
Last year to the nearest £ |
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| FUND RAISING 10,504 |
- | - | - | - | - | - | 10,504 | 8,717 | 8,717 | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| Sub total(Gross income for AR) 10,504 |
- | - | - | - | - | - | 10,504 | 8,717 | 8,717 | ||||
| A2 Asset and investment sales, (see table). - - - - - - - - - Sub total - - - - - Total receipts 10,504 - - 10,504 8,717 A3 Payments ————_~~——~~ |
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| DONATIONS AND GRANTS MADE 6,050 |
- | - | - | - | - | - | 6,050 | 13,959 | 13,959 | ||||
| EVENTS 1,963 |
- | - | - | - | - | - | 1,963 | 1,264 | 1,264 | ||||
| BANK CHARGES 8 |
- | - | - | - | - | - | 8 | 4 | 4 | ||||
| SUBSCRIPTIONS 77 |
- | - | - | - | - | - | 77 | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| - | - | - | - | - | - | - | - | - | - | ||||
| Sub total 8,098 | - | - | - | - | - | - | 8,098 | 15,227 | 15,227 | ||||
| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 8,098 - - 8,098 15,227 Net of receipts/(payments) 2,406 - - 2,406 - 6,510 A5 Transfers between funds - - - - - A6 Cash funds last year end 11,688 - - 18,198 18,198 Cash funds this year end 14,094 - - Cross Add Error 11,688 ———_—~~——~~— ======> |
CCXX R1 accounts (SS)
05/02/2025
1
Section B Statement of assets and liabilities at the end of the period
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|---|---|---|---|---|
|Unrestricted|Restricted|Endowment|
|Categories|Details|funds|funds|funds|
|to nearest £|to nearest £|to nearest £|
|B1 Cash funds|BANK ACCOUNTS|14,094|-|-|
|-|-|
|-|-|
|Total cash funds|14,094|-|-|
|—|
|(agree balances with receipts and payments|
|account(s))|OK|OK|OK|
|Unrestricted|Restricted|Endowment|
|funds|funds|funds|
|Details|to nearest £|to nearest £|to nearest £|
|B2 Other monetary assets|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|===>|
|Fund to which|Current value|
|Details|asset belongs|Cost (optional)|(optional)|
|B3 Investment assets|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|—====|
|Fund to which|Current value|
|Details|asset belongs|Cost (optional)|(optional)|
|B4 Assets retained for the|-|-|
|charity’s own use|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|====|
|Fund to which|Amount due|When due|
|Details|liability relates|(optional)|(optional)|
|B5 Liabilities|-|
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|-|
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|===|
|Signed by one or two trustees on|Date of|
|behalf of all the trustees|Signature|Print Name|approval|
|NIGEL KINGSLEY|05/02/2025|
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CCXX R2 accounts (SS)
05/02/2025
2