Trustees' Annual Report for the period
Period start date Period end date 1 January 2022 31 December 2022
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
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.
In addition, the Charity supports the delivery of Mental Health First Aid training to parents and carers.
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 with grant funding.
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 line with the approved strategy, the Charity has supported the following activities during 2022: In-school support for Mental Health Based on the success of the delivery of counselling and mental health provision to students and teachers at Cranbrook Grammar school, the charity both maintained this support as well as extended the provision of support by Place2Be to other primary schools in the Cranbrook area.
The Charity maintained support for the development and implementation of a mental health and well-being strategy by The Kemnal Academy Trust (TKAT) - which oversees 45 primary and secondary schools in predominantly deprived areas located in Kent, Essex and Sussex. This included piloting a Well-being Ambassador programme developed by Worth-It.
The charity also provided an unrestricted donation to Dandelion Time in order to assist their social prescribing efforts to support children with significant emotional issues. Mental Health training and awareness
The Charity supported the delivery of Youth Mental Health First Aid (YMHFA) training courses by accredited trainers to adults (including teachers and parents) who interact on a regular basis with children and young adults. The Charity maintained support for 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 27/10/23
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 Independent examiner's statement |
Charity Name The Sam West Foundation |
Charity Name The Sam West Foundation |
Charity Name The Sam West Foundation |
|---|---|---|---|
| 31 December 2022 | 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 / 2021. 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. I have completed my examination. I confirm that no material matters have 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: |
27/10/23 | |
|---|---|---|
| Tiffany King | ||
| ACA | ||
| 70 Clock House Road | ||
| Beckenham BR3 4JT | ||
TAR
March 2012
6
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 .
TAR
March 2012
7
----- Start of picture text -----
Charity Name No (if any)
The Sam West Foundation 1177924
Receipts and payments accounts CC16a
For the period
To
from 01/01/2022 31/12/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Donations 61,328 - - 61,328 40,771
Grants - - - - -
Charitable activities 620 - - 620 353
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 61,948 ] - - 61,948 41,124
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 61,948 - - 61,948 41,124
A3 Payments
Programmes 62,936 - - 62,936 45,499
Administration 238 - - 238 446
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 63,174 ] - - 63,174 45,945
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 63,174 - - 63,174 45,945
Net of receipts/(payments) - 1,226 - - - 1,226 - 4,821
A5 Transfers between funds - - - - -
A6 Cash funds last year end 132,024 - - 132,024 136,845
Cash funds this year end 130,799 - - 130,799 132,024
----- End of picture text -----
05/11/2023
CCXX R1 accounts (SS)
1
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 B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds |
Signature Details Details None Details None Details None Cash at bank Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 130,799 - - - - - 130,799 - 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 26/10/2022 |
05/11/2023
CCXX R2 accounts (SS)
2