Trustees’ Annual & Finance Report 2020/2021 **Period from 1[st] July 2020 to 30th June 2021** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## Table of Contents _**Overview ......................................................................................................................... 3 Objectives and Activities .................................................................................................. 4 Achievements and Performance ....................................................................................... 5 Financial Review .............................................................................................................. 5 Structure, Governance and Management ......................................................................... 6 Reference and Administrative details ............................................................................... 6 Declarations .................................................................................................................... 7 Appendix A: Activities, Services and Projects delivered ..................................................... 8 Appendix B: Application for Future Steps Award..............................................................10 Appendix C: Application for Future Steps Programme ......................................................12 Appendix D: Trustees’ Financial Report 2020/2021 ..........................................................14**_ Page **2** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **Overview** A difficult year in terms of the impact of COVID on the delivery and fundraising for the Foundation. Grants we could apply for were limited for COVID related projects and shielding meant access to young people was difficult for both the WMF and the schools. We did apply for a lottery grant to launch The Will Mills Centre, but this was rejected as a capital project and not permitted under COVID rules. The WMF successfully bid for a £400 Neighbourly Fund bid. This was provided to the ‘Bewdley In Kind’ COVID Support Gr oup in order to provide PPE and stock a food bank to be available for young people with Wyre Forest who were in need due to the COVID pandemic. Our aims for the year were: 1. To open The William Mills Centre, as a legacy to Will and a location from which to deliver and extend our charitable work 2. To increase our activity with young people once COVID-19 allows 3. To increase donations via standing order 4. To increase the diversity and number of our volunteer trustees 5. To reinstate our fundraising events once COVID-19 allows. In terms of **objectives 2 and 5** , I don’t think anyone could have predicted that the impact would be so long-lasting. In any event, these became difficult, although we adapted our provision by extending The Mindful Tribe and volunteers did deliver some remote fundraising activity. We very nearly achieved **objective 1** and hope to achieve this by October 2021. We acknowledge the kind assistance and donations by Matthews Construction. Without the enthusiasm and commitment of Rob Matthews this journey would have been harder still. COVID-19 restrictions did slow this process down. However, the main obstacle was the County Council reluctance to engage and their very slow processes. We acknowledge this as a future risk to our achievement and development of our provision. We achieved **objective 3.** Our donations via standing order increased by over 100%, resulting in an average of £341 pcm. This meant our running costs, The Mindful Tribe and the awards made were paid for, with an increase in £300 cash in the bank over the whole year. We supported two applications for awards during this period but were sadly unable to deliver the Future Steps Programme due to COVID-19 restrictions. Page **3** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 We continued to provide the Facebook page, The Mindful Tribe Wyre Forest, to – support 11 18-year-olds across the Wyre Forest with yoga, mindfulness and emotional well-being. See Appendix A: Activities, Services and Projects delivered for details. Our volunteers have continued to show wonderful support in undertaking individual events and increasing donations. In addition, we have kept our running costs as low as last year’s levels. This allows us to end the year in a healthy financial position for a charity of our size and longevity, and confident that we will remain resilient and able to operate in the years ahead and in a post-COVID-19 environment. We achieved **objective 4** and were delighted to welcome Jack Tillett and Cameron Taylor as trustees to the WMF. In doing so we acknowledged advice from the Charity Commission in reflecting diversity within our committee by enrolling two men in their 20’s. Jack and Cameron have already made impact in terms of fund raising and suggestions for future events. ## **Objectives and Activities** |**Statement**|**SORP1**
**reference**|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|_To advance in life and help young people_
_who are socially, physically or_
_economically disadvantaged in_
_Worcestershire through the provision of_
_awards to support activities which develop_
_their skills, capacities and capabilities to_
_enable them to participate in society as_
_mature and responsible individuals_| |Summary of the main
activities in relation to those
purposes for the public
benefit.|Para 1.17 and
1.19|Refer toAppendix Abelow for details| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|_The objective of the charity, as set out in_
_as it’s purpose above, wasfinalised upon_
_advice from the Charity Commission_.| |Policy on grant making|Para 1.38|Refer to Appendix B: Application for
Future Steps Award below
Refer to Appendix C: Application for
Future Steps Programme below| > 1 The Charity Commission SORP is its Statement of Recommended Practice, to which this Annual Report complies. Page **4** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 |Contribution made by
volunteers|Para 1.38|_Our Board and trustees are volunteers_
_who have contributed all year to attend_
_meetings, approve awards and deliver_
_programmes and events._
_Other volunteers have contributed to fund_
_raising events by personally undertaking:_
•
_Application for Neighbourly fund to_
_support families though COVID._
•
_Online Poker tournament._| |---|---|---| ## **Achievements and Performance** |**Statement**|**SORP**
**reference**|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Refer to Appendix A: Activities, Services
and Projects delivered| ## **Financial Review** |**Financial Review**||| |---|---|---| |**Statement**|**SORP**
**reference**|| |Review of the charity’s
financial position at the end
of the period.|Para 1.21|Refer to Appendix D:Trustees’Financial
Report 2020/2021| |Amount of reserves held|Para 1.22|Refer toAppendixD:Trustees’Financial
Report 2020/2021| |Details of fund materially in
deficit|Para 1.24|_None_| |Explanation of any
uncertainties about the
charity continuing as a
going concern|Para 1.23|_None_| |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|_The majority of funds in 2020/2021 were_
_from donations. In terms of fundraising,_
_Will’s university friends panned. An online_
_poker tournament and raised £225._
_Other planned events had to be cancelled_
_due to COVID 19 pandemic._
Refer toAppendix D:Trustees’
Financial Report 2020/2021for more
details.| |A description of the principal
risksfacing the charity|Para 1.46|•
_We are unable to undertake our main_
_fund-raising activities as they involve_| Page **5** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ||_groups of people. We have replaced_| |---|---| ||_some of these with individual_| ||_endeavour, but this has resulted in_| ||_reduced donations since lockdown._| |•|_Lack of volunteers as time moves on._| ||_Current volunteers already work very_| ||_hard to manage current level of fund_| ||_raising._| |•|_Less energy and desire to donate as_| ||_all charities compete for donations_| ||_and time passes since William died._| ## **Structure, Governance and Management** |**Statement**|**SORP**
**reference**|| |---|---|---| |Type of governing
document|Para 1.25|_Charitable Constitution_| |How is the charity
constituted?|Para 1.25|_Charitable Incorporated Organisation_| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|_The charity has a chair, a treasurer, a_
_secretary and 5 trustees._
_It works with the Bewdley School & Sixth_
_Form Centre to identify young people for_
_awards and the programme._
_It also is supported by and works with the_
_Far Forest Society (reg charity 205210)_
_and Rock Sports Football Club._| ## **Reference and Administrative details** |**Charity Name**|_The William Mills Foundation_| |---|---| |**Other names the charity**
**uses**|_None_| |**Registered charity number**|_1179790_| |**Charity’s principal address**|_7 Kingswood Grange, Babylon Lane, Lower Kingswood._
_KT20 6UY_| ## **Names of the charity trustees who manage the charity** |**Trustee Name**|**Office (if any)**|**Dates acted if not**
**for the whole**
**year**|**Name of person (or**
**body) entitled to**
**appoint trustee (if**
**any)**| |---|---|---|---| |1. Gould, Gabriella|Trustee||N/A| |2. Mann, Stephen|Trustee||N/A| |3. Mills, Elizabeth|Secretary||N/A| |4. Moore, Sarah|Trustee||N/A| |5. Taylor, Cameron|Trustee||N/A| |6. Thom, Alex|Treasurer||N/A| Page **6** of **17** ## Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 |7. Tillett, Jack|Trustee||N/A| |---|---|---|---| |8. Willis, Victoria|Chair to the Trustees||N/A| ## **– Corporate Trustees names of the directors at the date the report was approved** **Name of person (or Dates acted if not body) entitled to Trustee Name Office (if any) for the whole year appoint trustee (if any)** None ## **Name of trustees holding title to property belonging to the charity** **Name of person (or Dates acted if not body) entitled to Trustee Name Office (if any) for the whole year appoint trustee (if any)** None **Funds held as custodian trustees on behalf of others** |**Description of the assets held in this**
**capacity**|None| |---|---| |**Name and objects of the charity on**
**whose behalf the assets are held and**
**how this fall within the custodian**
**charity’s objects**|N/A| |**Details of arrangements for safe custody**
**and segregation of such assets from the**
**charity’s own assets**|N/A| ## **Declarations** **The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees :** **Signature: …………………………………………………….** **Full name: … Victoria Willis ……………………………… ..** **Position: …… Chair to the Trustees ………………………** **Date: ……… 09/08/2021 …………………………………… ..** Page **7** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **Appendix A: Activities, Services and Projects delivered** ## **The Mindful Tribe Wyre Forest** The Mindful Tribe page has been up and running since April 1st. We have 42 members on the page. They receive a live zoom yoga session every week. All members can access every session numerous times, as well as on the live session as they are kept posted on the page. We have dip sampled the sessions and they have built wonderfully from beginners to really different styles. The yoga instructor is patient and gives modifications all the way through. The members tend to be shy to engage but are definitely using the resources. In addition to the live sessions we also posted: - Introduction Video - Beginners Yoga Video, - Learn to Relax reading, - Why Yoga (intro) - Introduction to Pranayama, Meditation/Relaxation - Square Breathing - Daily challenges (Self-Esteem) - Bonus Video: Crow Pose - Guided Meditation (Chakra Balancing) - Vinyasa with a Twist - Full Body relaxation - Stand Tall Mini Yoga Flows - Monthly Affirmation I have sought feedback from the members and received the below comment, notably from parents: "My daughters & wife have done the sessions together each week - lots of giggles & creaking joints, but they have enjoyed working together! Thank you for this opportunity." "Hi, my daughter completed the box breathing yoga class to help with anxiety. She has used the method that this class taught several times to help control her worries and to help her stay calm when she has started to panic. It has been super useful and is something I know she will continue to use throughout her life. Thank you x” We intend keeping this Facebook during COVID-19, so into our next financial year, as we have limited means in which we can actively support young people with face-to-face sessions. **Future Steps Awards** are made to individual young people. These awards are made upon recommendation for young people who have potential shown in relation to a particular skill or life skill, but something within their life presents a barrier to their development or achievement. Generally, these awards are up to £250. We have made two awards, relevant to this annual report since July 2020. The awards made have allowed one young person to: - Buy equipment to support enrolment at Birmingham Ormiston Academy for digital, Creative and Performing Arts. Page **8** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 - Provided PPE and food for a Food Bank in Wyre Forest to support families with COVID. Each young person awarded has some barrier or difficulty. Some of these are physical, some emotional and some practical. They may be caused by illness, disability, family breakdown or bereavement, for example. We use the knowledge and expertise of school staff to nominate young people for our awards. We evaluate the effectiveness of our awards by asking the young people what they think they will achieve and why this will help them in their future life. We then set timelines for this feedback. The young people are then also seen and spoken to at some point during their award pathway by trustees from The WMF to assess progress towards these goals. The **Future Steps Programme** did not operate in FY2020-2021. ## **The Will Mills Centre:** We have worked with Bewdley School throughout 2020 and 2021 to finally manage to agree a 25-year lease with Worcestershire County Council for the youth centre attached to Bewdley Leisure Centre, Stourport Road, Bewdley. Whilst we had hoped to complete refurbishment and have this open by the end of this FY, the legal aspects of this process meant this could not occur. Bewdley School have partly refurbished the centre. We have submitted a joint bid for lottery funding and are awaiting a decision on this for further development of the centre. In relation to the youth work within the centre, the WMF is now represented at the Wyre Forest District Schools and Police Panel and the Wyre Forest Suicide Prevention Schools Panel. Page **9** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **Appendix B: Application for Future Steps Award** Page **10** of **17** Trustees, Annual Report 2021 The William Mills Foundation The William Mil Foundatyon Registered Charity No. 1179790 The William Mills Foundation Application for a Future Steps Award ItWO¢ ¢h¥tyNo 11787 Schooll (Wi9abOn.' Contact No. u emal meet 81 crteria to Q￿rty￿)raTh ￿8rd. Crfterf4 Youno oeorle%*ho are $￿ir￿10 r￿th￿r tential partoJkrfy those %•therEINs rr￿ be e to eYrKTrbonal thallervjes ThtssÉ né8d a hol Th￿ nèÈd a ith guthrtsand ment TFK)se Chi￿ren *tK)find nw) stre8m*wn thalknqe Famaies v*V>qenWr￿y((yJ￿J not afvd batt￿S ta roach th8Yful t￿fid&r￿ ana lrfèthan(*i 11-18 yèarsdd Jrrylefjno ihr6 YI N Q1." Awmd *pwo¥•d.. YI Page11 of17 Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **Appendix C: Application for Future Steps Programme** Page **12** of **17** Trustees, Annual Report 2021 The William Mills Foundation The William Mil Foundatyon Registered Charity No. 1179790 The William Mills Foundation Application for a place on the Futur8 Steps Programme Rty*l￿dch￿ No. 117&79D txt Lyerna Rdationship io YouTh rneelall to foran a￿d. Y(¥Jw pec¥le hI￿are stru4Wno tthnbal rwbe thddtsn need a h• chiklren fiThY mahi stseam ￿arn challenqe Fatnilias whD g8nuin8￿￿￿1d nDla￿ Ihs to tsath tr￿1r￿lI tK)t£ntA *thitst confidenc* sknlls And lrfe ¢hdn(*s 11-18 ￿ar$ Fyease tK* the bpxe¥ lo (xythrmts 5W8nwts rrodg". l undqtstand *ithinlh8 rwt 12 tn(th. mèatKrt &lln•d". Page 13of17 Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 **Appendix D: Trustees’ Financial Report 2020/2021** ## Quarterly Summary Income and Expenditure 2019/2020 summary included for comparison purposes only. ## **Period from 1[st] July 2020 to 30[th] June 2021** Page **14** of **17** Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **William Mills Foundation Summary 2020/21** ||**Q1**|**Q2**|**Q3**|**Q4**|**Total**| |---|---|---|---|---|---| |**Opening Cash Balance**|**44,142**|**44,407**|**44,873**|**44,895**|| |**Income**|||||| |Amazon Smile|-|12|10|7|29| |Ball 18|-|-|-|-|-| |Ball 19|800|-|-|-|800| |DD Donations|336|341|341|341|1,359| |Donations|25|70|-|-|95| |Footy 19|-|-|-|-|-| |Grants|400|-|-|-|400| |Prog 19|-|-|-|-|-| |Prog 20|-|504|-|-|504| |Poker 21|-|-|225|-|225| ||**1,561**|**927**|**576**|**348**|**3,412**| |**Expenditure**|||||| |Awards|436|-|-|-|436| |Ball 19|460|-|40|-|500| |Footy 19|-|-|-|-|-| |Insurance|32|32|32|21|118| |Mind Balance|320|400|453|490|1,663| |Misc|-|-|-|-|-| |Prog 19|-|-|-|-|-| |Prog 20|-|-|-|-|-| |Website|48|29|29|259|365| ||**1,297**|**461**|**554**|**771**|**3,082**| |**Closing Cash Balance**|**44,407**|**44,873**|**44,895**|**44,473**|| |**Closing Balance per STM**|44,407|44,873|44,895|44,473|| |**Difference**|-|-|-|-|| AJT 30/07/2021 Page **15** of **17** Trustees, Annual Report 2021 The William Mills Foundation The William Mil Foundatyon Registered Charity No. 1179790 William Mills Foundatlon Summa 2019 20 Total Openin8 Cash Balance 24.148 27.726 33.135 34310 Income B31118 B31119 DD Donations Donations Footy 19 Grant5 Pro8 19 Pro8 20 550 71X) 1,750 13.705 645 13,592 375 750 71 102 2.522 65 1.962 30 10.783 195 342 30 750 195 9.918 255 1.370 71 102 5.251 12.954 2A17 IQJfj8 30.989 Expendfture Awards 8all 19 Footy 19 Insurance Mind Balance Misc 320 199 1.023 39 iio 7.357 249 679 7,556 1,023 118 29 29 20 23 19 42 Prog 19 Prog 20 Webslte 22 22 935 29 935 342 48 29 236 1.673 7y4 1242 536 10.994 Closingcash Balan 27.726 33.115 34.310 44.142 Balance per sfm Dlfferen¢e Page 16of17 Trustees’ Annual Report 20 21 The William Mills Foundation Registered Charity No. 1179790 ## **Funds held as custodian trustees on behalf of others** |**Description of the assets held in this**
**capacity**|**Description of the assets held in this**
**capacity**|Nil|Nil| |---|---|---|---| |**Name and objects of the charity on**
**whose behalf the assets are held and**
**how this fall within the custodian**
**charity’s objects**||N/A|| |**Details of arrangements for safe**
**custody and segregation of such**
**assets from the charity’s own assets**||N/A|| ||||| |**Statement**|**SORP**
**Reference**||| |**Review of the charity’s**
**financial position at the**
**end of the period.**|Para 1.21||See separate Financial Report issued
by charity treasurer| |**Amount of reserves**
**held**|Para 1.22||Nil| ## **Declarations** **The Treasurer declares that this is an accurate statement of the charity’s financial position, as at bank 30/06/21** **Signed by the charity’s treasurer:** ## **Signature: A. Thom** **Full name:** Alex Thom ## **Position:** The William Mills Foundation Treasurer ## **Date:** 20/08/21 **The Trustees declare that they have approved the treasurers’ report above** **Signed on behalf of the charity’s trustees:** ## **Signature:** ## **Full name: Victoria Willis** ## **Position: Chair to the Trustees** **Date: 09.08.2021** Page **17** of **17**