2023-04-05-accounts - The Helen Bailey Trust

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You ma	choose to include further statements		where	relevant about:
		SORP reference
Policy on	grant making	Para 1.38	The Trustees have developed, agreed and
			implemented a policy on grant making.
			Such	grants are provided at the complete
			discretion ofthe Trustees who will judge
			applications on the following criteria:
			~	Complying with the status ofthe
				objects ofthe Charity;
			~	Taking a fresh and imaginative
				approach;
			~	Being realistic and practicable;
			~	Going beyond the limits ofthe
				everyday curriculum;
			~	Encouraging young persons to see
				themselves as creative writers; and
			~	Including routes to share good
				practice with a wide audience.

				SORP reference
Summary	ofthe main			Para 1.20	In recognising the importance of 'on the
achievements		ofthe charity,			ground' expertise when working in this field,
identifying	the	difference the			The Helen Bailey Trust continues to work in
charity's	work	has made to			partnership with Seven Stories (The National
the circumstances			of its		Centre for Children's Books)a registered
beneficiaries and			any wider		charity whose mission is to collect, champion
benefits to society as a					and celebrate children's literature.
whole.
					The principles and primary objectives ofthis
					ongoing and successful partnership are to
					deliver innovative learning programmes that
					inspire and enable young people and their
					teachers in the North East of England to take
					diverse approaches to creative writing by
					sparking empathy with the creative process,
					develop increased confidence, imagination
					and stamina in creative writing and to enable
					them to begin to see themselves as writers.
					Following discussions between Seven
					Stories and the Trustees ofThe Helen Bailey
					Trust, it was agreed to continue to support
					Welbeck Academy (located in Walker in the
					East End of Newcastle upon Tyne) together
					with and additional school (St.Lawrence RC
					Primary School in Byker) with programmes
					which were then developed and delivered	by
					Seven Stories.
					Priority approaches for these programmes
					included:
					~ Delivering an innovative learning
					programme that inspired young
					people in the North East ofEngland
					and their teachers with a diverse
					approach to creative writing;
					~ Sparking young people's empathy
					with the creative process and enable
					them to see themselves as writers;
					and
					~ Using the unique Seven Stories
					collection, expert practitioners and
					contacts within the creative
					professions to give young people and
					their teachers a deeper
					understanding ofthe thoughts and
					ideas that shape an author' s
					...cont/

storytelling and encouraging their
free thinking by inviting them to
explore personal, social, civic and
environmental questions ofrelevance
to them.
The activities undertaken during the autumn
and spring terms ofthe 2021/22 academic
year were outlined in the Trustees annual
report for that period, however as the
summer term ofthese programmes fell
within the current reporting period we outline
the activities undertaken in them below.
Pupils from Welbeck Academy explored the
story "My Dad's a Birdman" written by David
Almond and illustrated by Polly Dunbar,
sharing a few chapters ofthe bird each week
and taking part in discussion sessions which
included illustrations and authors notes from
the book held in the Seven Stories
collection, some ofwhich were original items
brought in by their archivist for the pupils to
'white glove' handle. In later sessions pupils
were inspired to take part in creative writing
activities inspired by the book and to create
their own characters for inclusion in collages
they designed for inclusion in colourful
folders for them to display and share their
work at the end ofterm with their families.
Meanwhile, pupils at St. Lawrence's RC
Primary School took part in several creative
writing exercises inspired by their earlier visit
to Seven Stories, exploring the collection
and the genesis of how stories come about
as well as reading the book "Don't Cook
Cinderella" written by Francesca Simon and
illustrated by Tony Ross. At the end ofthe
summer term James Harris (author of "The
Unbelievable Biscuit Factory")visited the
school and delivered an assembly and
workshops which focussed on what had led
to him becoming an author, taking questions
and answers from the pupils and helping
them create new illustrations and stories
based upon these. At the end ofthe term
pupils held a sharing event in the school hall
to celebrate their achievements from the
programme and to present them to parents,
family and friends.
...cont/

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Achievements against	Para 1.41
objectives set
Performance offundraising	Para 1.41
activities against objectives
set
Investment performance	Para 1.41
against objectives
Other

Review ofthe charity's	Review ofthe charity's		Para 1.21	The charity retained	sufficient funds to meet	sufficient funds to meet
financial position at	the end			all current and anticipated		future expenditure
ofthe period				on an ongoing basis.
Statement explaining	the		Para 1.22	The charity does not	have	a policy on
policy for holding reserves				reserves (see below).
statin wh the are	held
Amount ofreserves	held		Para 1.22	None.
Reasons for holding	zero		Para 1.22	The charity is run on	a purely voluntary
reserves				basis, it does not therefore		have a policy on
				reserves as the Trustees retain sufficient
				cash funds on deposit to cover the minimal
				running costs and its	grant	making activities.
Details offund materially		in	Para 1.24
deficit
Explanation ofany			Para 1.23
uncertainties about	the
charity continuing as a going
concern

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The charity's principal
sources offunds (including	Para 1.47
any fundraising)
Investment policy and
objectives including any	Para 1.46
social investment policy
adopted
A description ofthe principal	Para 1.46
risks facing the charity
Other

Type of governing document	Para 1.25	Constitution.
fl
How is the charity	Para 1.25	Charitable	Incorporated	Organisation	(CIO).
constituted?
Trustee selection methods	Para 1.25	New Trustees are selected by the existing
including details ofany		Trustees.
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees

any person or body entitl to appoint one or more trustees	any person or body entitl to appoint one or more trustees	any person or body entitl to appoint one or more trustees	ed	ed
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Policies	and	procedures
adopted	for the induction		and
training	oftrustees
The charity's structure and		organisational any wider		Para 1.51
network	with	which the
charity works
Relationship		with any related		Para 1.51
parties
Other

Type of	Name	Address
adviser

~				~		~			~	~	~	~ ~
									Unrestricted			Restricted		funds	Endowment
	Categories	Details								funds					funds
										to nearest	8		to nearest 8		to nearest 6
B1Cash	funds	Held	in bank current			account					2,241
		Held	in managed		investment		portfolio				16,224
						Total	cash	funds		18,464
		(agree	bslarces wilh		receiph and peymenh			acccrsrt(s))
									Unrestricted			Restricted		funds	Endowment
										funds					funds
		Details								to nearest	8		to nearest 8		to nearest 8
B2Other	monetary assets	None
									Fund to which		asset				Current value
		Details								bsl					lonal
B3Investment assets		Equities investment		and Fixed ortfolio		Income Bonds - managed				Unrestricted				203,483	185,092
									Fund to which		asset				Current value
		Details								bala					ional
B4Assets retained for the
charity's	own use
										Fund to which			Amount	dua	When dua
		Details							liabili relates				ional		onal
B5Liabilities		None
Signed by one or two trustees on behalf ofat the trustees					Signature						Print	Name			Date ofapproval
										John Charles			Bailey
										Geoffrey		John	Court