Trustees' Annual Report for the period
Period start date Period end date 1 January 2020 31 December 2020
From
To
Section A Reference and administration details
Charity name Other names charity is known by Registered charity number (if any) 1177924
The Sam West Foundation
Charity's principal address Two Temple Place London Postcode WC2R 3BD
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Chris West | Chair | |||
| Michelle West | ||||
| Isabelle Irani | ||||
| Dineli Charlesworth | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document
Constitution
- (eg. trust deed, constitution)
How the charity is constituted
CIO
- (eg. trust, association, company)
Trustee selection methods
Appointed by the Board of Trustees
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
The Board of the Foundation has approved policies relating to safeguarding, Conflicts of Interest, Ant-Bribery and Corruption, and Risk Management, and reviews these on a regular basis.
The Foundation is a member of the Steering Committee of the National Children’s Bureau “Partnership for Mental Health and Wellbeing in Schools”.
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
The objects of the CIO are, for the public benefit;
Summary of the objects of the charity set out in its governing document
1) The relief of sickness and preservation of health, for the public benefit, by promoting awareness, diagnosis and treatment of mental health issues in young people through the provision of grants to organisations with a track record of working in these areas.
2) To advance education for the public benefit of young people in music and arts by making grants to organisations with a track record of working in these areas.
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The Trustees have, with due regard to the guidance issued by the Charity Commission on public benefit, continued to raise monies to further the charity’s objects to promote awareness, diagnosis and treatment of children, young adults and their families affected by mental ill health.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The Charity is furthering these objects by providing grants to organisations with a track record, competence and evidence base of working in areas related to mental ill health as it affects children and young adults, and to this end has conducted research and due diligence on organisations that the Charity will proactively choose to work with, and has disbursed funding to those organisations during the year.
Additional details of objectives and activities (Optional information)
The Foundation Board has approved selection criteria as the basis for a proactive approach to selecting which organisations to support.
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
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Section D Achievements and performance
Summary of the main achievements of the charity during the year
In June 2019, the Board approved a three year strategy to further its objects for the public benefit. In line with this strategy, the Charity has supported the following activities during 2020:
In-school support for Mental Health
The Charity continued its multi-year support to the delivery of counselling and mental health provision to students at teachers in Cranbrook Grammar school through a partnership with Place2Be.
The Charity supported the delivery by Place2Be of a Mental Health Champions course to the senior leadership team of The Kemnal Academy Trust (TKAT) - which oversees 45 primary and secondary schools in Kent, Essex and Sussex.
The Charity provided support to TKAT to develop and implement a mental health strategy across all schools.
The Charity supported Innovating Minds deliver the “Healing Together” programme, which has a focus on training teachers in how to support children affected by metal ill health due to being victims of domestic abuse.
Mental Health training and awareness
The Charity supported the delivery of several Youth Mental Health First Aid (YMHFA) training courses by accredited trainers to adults (including teachers and parents) who interact on a regular basis with teenagers.
The Charity also set up and supported a Parent-Carers group in mid Kent to offer advice to parents of children suffering mental ill health.
Music and Arts
The Charity supported after-school tuition for Year 10 students studying GCSE music at local schools in the Cranbrook area.
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Section E Financial review
The Charity’s policy on reserves is to hold at least one year’s Brief statement of the administration costs, alongside any grant commitments made, in free charity’s policy on reserves reserves. This policy is reviewed annually.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include The Charity derives its funding solely from donations provided by additional information, where individuals or organisations with shared objectives. The Charity commits relevant about: to use 100% of all donations received in support of its objects.
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Chris West Full name(s) Chris West Position (eg Secretary, Chair, Chair etc) Date 27/10/21
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees/ members of On accounts for the year ended Set out on pages Responsibilities and basis of report |
Charity Name The Sam West Foundation |
Charity Name The Sam West Foundation |
Charity Name The Sam West Foundation |
|---|---|---|---|
| 31 December 2020 | Charity no (if any) |
1177924 | |
| 1-2 (remember to include the page numbers of additional sheets) |
|||
| I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 12 / 2020. 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 Directions given by the Charity Commission under section 145(5)(b) of the Act. |
Independent I have completed my examination. I confirm that no material matters have examiner's statement 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:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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• 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 delete the words in the brackets if they do not apply.
| Signed: Name: Relevant professional qualification(s) or body (if any): Address: |
29/10/21 | |
|---|---|---|
| Tiffany King | ||
| ACA | ||
| 70 Clock House Road | ||
| Beckenham BR3 4JT |
Oct 2020
1
IER
Section 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 .
Oct 2020
2
IER
| Charity Name | No (if any) | ||||
|---|---|---|---|---|---|
| The Sam West Foundation | 1177924 | ||||
| Receipts andpayments accounts | CC16a | ||||
| For the period from |
01/01/2020 | To | 31/12/2020 |
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ 43,938 - 815 - - - - - 44,753 - - - 44,753 36,163 562 - - - - - - - 36,725 - - - 36,725 8,028 - 128,817 136,845 |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|---|---|---|---|---|---|
| Donations | 43,938 | - - - - - - - - - |
- | 43,938 - 815 - - - - - 44,753 |
87,678 |
| Grants | - | - | - | ||
| Charitable activities | 815 | - | 520 | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - - |
- | |||
| Sub total(Gross income for AR) |
44,753 |
88,198 | |||
| A2 Asset and investment sales, (see table). |
|||||
| - | - - - |
- | - - - |
||
| - | - - |
- | |||
| Sub total | - | - | |||
| Total receipts A3 Payments |
|||||
| - | - | 44,753 | 88,198 | ||
| Programmes | 36,163 | - - - - - - - - - - |
- | 36,163 562 - - - - - - - 36,725 |
44,277 |
| Administration | 562 | - | 331 | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - - |
- | |||
| **Sub total ** | 36,725 | 44,608 | |||
| A4 Asset and investment purchases, (see table) |
|||||
| - | - - - |
- | - - - |
||
| - | - - |
||||
| **Sub total ** | - | - | |||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
36,725 | ||||
| - | - | 44,608 | |||
| 8,028 | - | - |
8,028 | 43,590 | |
| - | - - |
- | - 128,817 |
- | |
| 128,817 | - | 85,227 | |||
| 136,845 | - | - |
136,845 | 128,817 |
28/10/2021
CCXX R1 accounts (SS)
1
| Section B Statement of assets and liabilities at the end of | Section B Statement of assets and liabilities at the end of | Section B Statement of assets and liabilities at the end of | the period | |
|---|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
(agree balances with receipts and payments account(s)) Details Cash at bank Total cash funds Details None Details None Details Details None Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 136,845 - - - - - 136,845 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - Print Name Chris West |
Endowment funds to nearest £ |
|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| Endowment funds to nearest £ |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
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| Date of approval |
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| Chris West | 27/10/2021 | |||
28/10/2021
CCXX R2 accounts (SS)
2