## **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**
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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||||
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
**TAR**
March **2012**
1
## **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:
- policies and procedures adopted for the induction and training of trustees;
- 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”.
- relationship with any related parties;
- 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.
**TAR**
March **2012**
2
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:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
March **2012**
3
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.
**TAR**
March **2012**
4
## **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.
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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
**TAR**
March **2012**
5
**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:
- 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 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)**|
||||||
||||||
||||||
||||||
||||||
||||||
|||||Date of
approval|
|||Chris West||27/10/2021|
||||||
28/10/2021
CCXX R2 accounts (SS)
2