2023-12-31-accounts - The Sam West Foundation

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Trustees' Annual Report for the period

Period start date Period end date 1 January 2023 31 December 2023

From

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

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; Anti-Bribery and Corruption; Equality, Diversity and Inclusiveness; 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

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

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 2023: 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. Place2Be continue to verify the benefit of providing this support to children affected by mental ill health in these schools.

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. To date support to develop in-house capacity within TKAT in Mental Health First Aid training has benefitted over 700 staff.

The Charity provided a grant to the National Association on Social Prescribing (NASP) to enable them to recruitment a staff member to research the evidence base for social prescribing for children and young adults as the basis of policy and funding related discussion with the NHS.

Mental Health training and awareness

The Charity supported the delivery of Youth Mental Health First Aid (YMHFA) training courses by accredited trainers to adults who interact on a regular basis with children and young adults. To date the charity itself has trained over 1000 people as Mental Health First Aiders - mainly comprising teachers, education support staff, coaches and parents.

TAR

March 2012

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 None in deficit

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

TAR

March 2012

	Charity Name The Sam West Foundation	Charity Name The Sam West Foundation	Charity Name The Sam West Foundation	No (if any) 1177924	CC16a
	For the period from	01/01/2023	To	31/12/2023

Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 33,181 - 339 - - - - - 33,520 - - - 33,520 49,126 270 - - - - - - - 49,396 - - - 49,396 - 15,876 - 130,799 114,922	Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -	Total funds to the nearest £ 33,181 - 339 - - - - - 33,520 - - - 33,520 49,126 270 - - - - - - - 49,396 - - - 49,396 - 15,876 - 130,799 114,922	Last year to the nearest £
Donations	33,181				61,328
Grants	-				-
Charitable activities	339				620
	-				-
	-				-
	-				-
	-				-
	-				-
*Sub total*(Gross income for AR)	33,520				61,948

A2 Asset and investment sales, (see table).
	-				-
	-				-
*Sub total*	-				-
*Total receipts* A3 Payments
					61,948

Programmes	49,126				62,936
Administration	270				238
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
	-				-
**Sub total **	49,396				63,174

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*
					63,174

	- 15,876	-	-	- 15,876	- 1,226
	-	-	-	-	-
	130,799	-	-	130,799	132,024
	114,922	-	-	114,922	130,799

28/10/2024

CCXX R1 accounts (SS)

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 £ 114,922 - - - - - 114,922 - 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 ChrisWest	Endowment funds to nearest £

			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
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			-
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			When due (optional)






			Date of approval
		ChrisWest	28/10/2024

Signed by one or two trustees on behalf of all the trustees

28/10/2024

CCXX R2 accounts (SS)

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Charity Name The Sam West Foundation	Charity Name The Sam West Foundation	Charity Name The Sam West Foundation

31 December 2023	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 / 2023. 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:		28/10/24

	Tiffany King

	ACA

	70 Clock House Road
	Beckenham BR3 4JT

Oct 2022

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 2022

IER