## ## |Additional|information|(optional)||| |---|---|---|---|---| |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/| |Additional
information|(optional)|(optional)|| |---|---|---|---| |You ma
choose to include||further statements|where relevant about:| |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||||||| |Additional
information|(optional)|(optional)|| |---|---|---|---| |You ma
choose to include||further statements|where relevant about:| |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|| |---|---|---|---|---|---| |Additional
information|||(optional)||| |You ma|choose to include further statements||||where relevant about:| |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||| ## ## ## ## |~||e|~|~|||~||~|||~|~|~|~ ~|||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||||||||||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|||