## **Trustees' Annual Report for the period**
Period start date Period end date 1 January 2024 31 December 2024
**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)**|
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||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**
March **2012**
**TAR**
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;
- relationship with any related parties;
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”.
During 2024, a charitable donation of £2,000 was received from Sumerian Partners Ltd, a related party as two of the Trustees of the charity are also directors of Sumerian Partners Ltd.
- 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.
March **2012**
**TAR**
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.
March **2012**
**TAR**
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 2024:
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.
## 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.
March **2012**
**TAR**
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** 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**
March **2012**
**TAR**
5
**----- Start of picture text -----**
Charity Name No (if any)
The Sam West Foundation 1177924
Receipts and payments accounts CC16a
For the period
To
from 01/01/2024 31/12/2024
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 37,390 - - 37,390 33,181
Grants - - - - -
Charitable activities 320 - - 320 339
Investment Income 136 - - 136 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
AR) [ 37,847 ] - - 37,847 33,520
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 37,847 - - 37,847 33,520
A3 Payments
Programmes 48,710 - - 48,710 49,126
Administration 216 - - 216 270
Charitable Activities 2,317 - - 2,317 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 51,243 ] - - 51,243 49,396
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 51,243 - - 51,243 49,396
Net of receipts/(payments) - 13,396 - - - 13,396 - 15,876
A5 Transfers between funds - - - - -
A6 Cash funds last year end 114,922 - - 114,922 130,799
Cash funds this year end 101,526 - - 101,526 114,922
**----- End of picture text -----**
29/10/2025
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 £**
**101,526**
**-**
**-**
**-**
**-**
**-**
**101,526**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
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**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
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**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
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**-**
Print Name
Chris West||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**|
|||||**-**|
|||||OK|
|||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
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**-**
**Current value**
**(optional)**
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**-**
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**-**
**When due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Date of
approval
29/10/2025|
29/10/2025
CCXX R2 accounts (SS)
2
**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 2024|**Charity no**
**(if any)**|1177924|
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||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 / 2024.
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.
**Signed: Date:** 29/10/25 **Name:** Tiffany King **Relevant professional** ACA **qualification(s) or body (if any): Address:** 70 Clock House Road Beckenham BR3 4JT
1
**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** .
2
**Oct 2022**
**IER**