Openmind.Ed CIO
registered charity (England & Wales) 1185048 24 Somerset Street, Bristol BS2 8LZ
Trustees’ Report 2020
In 2020 the Trustees and Members of Openmind.Ed CIO (“the Charity”) were:
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Chair: Luke Menzies
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Trustee and CEO: Clare Short
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Trustee and Secretary: Robin Herbert
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Trustee and Treasurer: Isabel de Salis
The Charity, a CIO, is governed by its Constitution as approved by the Charity Commission. The Charity operates on a simple and informal basis, run by its board of trustees. It delivered its charitable activities (services to clients) during 2020 through the voluntary work of its CEO, Treasurer and Secretary and one fee-paid Associate.
The Charity is governed and managed through periodic trustee meetings and occasional less formal meetings, including peer supervision discussions. The CEO leads on matters of policy and direction. Financial affairs are handled by the Treasurer and governance oversight provided by the Chair. The Secretary is responsible for correspondence and records of trustee meetings. All management and administrative activities are carried out by the trustees. No new trustees were recruited during the year and the Charity has not yet developed a recruitment or appointment policy for new trustees.
The Charity’s work focusses on undertaking and funding activities to promote good mental health and wellbeing amongst those in Education, with a current focus on school students and university students in Bristol. This includes working with school staff, students and their parents. The work includes facilitation of reflective practice groups, running workshops, providing one-to-one mentoring, speaking at school assemblies and holding discussion sessions with parents of students. In addition, the Charity provides occasional funding to small projects aimed at improving mental health and wellbeing of young persons.
2020 was the Charity’s first full year of operation, during which time it worked to establish its operations and set up a website. The intention was to continue working with clients in the manner that trustees had previously done in a more informal manner prior to inception of the Charity. However, the COVID-19 pandemic halted the normal functioning of school clients early on in the year and consequently relatively little could be achieved, compared with those planned, for the remainder of the year.
The main achievements of the Charity in 2020 were:
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Provision of reflective practice and supervision to secondary schools in Bristol including members of the senior leadership and pastoral team
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Provision of online training to school nurses on the theme of attachment and mental health, as well as pragmatic ways to work with young people and families.
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Provision of online training opportunities for Bristol University medical students on the theme of play in clinical practice.
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Provision of placements to Bristol University medical students to look at themes of loneliness and ways to connect to enhance well-being
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More recently the provision of consultation to secondary schools and collaborating with members of the pastoral team to open discussions with families and young
people where things had become stuck within the educational setting for that young person
The Charity was able to achieve its intended public benefit through its delivery of the above activities, on the basis that these activities directly relate to the Charity’s charitable objectives. The trustees have had regard to the Charity Commission’s guidance on public benefit.
The Charity’s plans for the future are to continue in its current work.
Financial
In financial terms, the Charity received income of 7,493 through donations and client fees. Expenditure was £2,356, resulting in a surplus of £5,137. There were no creditors or debtors at year end. The Charity’s plans are to normally expend most income received over a year on delivering its services and making grants, and it was largely as a consequence of the pandemic during 2020 that this not possible and such a comparatively large surplus was accumulated at year end.
The COVID pandemic, which severely hampered the Charity’s ability to delivery its intended volume of services. However, this had no significant detrimental effect on the Charity’s finances or viability. There were no material risks or uncertainties worthy of note.
The Charity’s principal source of fundings are donations from private individuals; donations from other organisations; and client fees from the educational institutions it works with. There are no restricted funds and the Charity’s policy is not to accept any restricted funds.
The Charity does not, and never has, employed any person, and has no plans to do so. Any Associates engaged to assist in the delivery of the Charity’s services will be engaged on a self-employed, fee-paid basis.
The Charity has no reserves policy and no plan to accumulate substantial reserves. No funds were held by any custodian trustee.
Luke Menzies
Chair of Trustees 28 October 2021
| Openmind.Ed CIO | 1185048 | |||
|---|---|---|---|---|
| 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 £ 5,193 2,300 - - - - - - 7,493 - - - 7,493 6 146 309 360 585 200 750 - - 2,356 - - - 2,356 5,137 - - 5,137 |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ 5,193 2,300 - - - - - - 7,493 - - - 7,493 6 146 309 360 585 200 750 - - 2,356 - - - 2,356 5,137 |
Total funds to the nearest £ 5,193 2,300 - - - - - - 7,493 - - - 7,493 6 146 309 360 585 200 750 - - 2,356 - - - 2,356 5,137 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| Donations,legagies &grants | 5,193 | - - - - - - - - - |
5,193 | - | ||
| Fees for charitable services | 2,300 | 2,300 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| - | - | - | ||||
| Sub total(Gross income for AR) |
7,493 | 7,493 | - | |||
| A2 Asset and investment sales, (see table). |
||||||
| - | - - - |
- | ||||
| - | - | - | ||||
| Sub total | - | - | - | |||
| Total receipts A3 Payments |
||||||
| - | 7,493 | - | ||||
| Bank charges | 6 | - - - - - - - - - - |
6 | - | ||
| Regulatorycompliance | 146 | 146 | - | |||
| Insurance | 309 | 309 | - | |||
| Cost of charitable activities | 360 | 360 | - | |||
| Grants & donations | 585 | 585 | - | |||
| Training | 200 | 200 | - | |||
| Other | 750 | 750 | - | |||
| - | - | - | ||||
| - | - | - | ||||
| **Sub total ** | 2,356 | 2,356 | - | |||
| 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 |
||||||
| - | 2,356 | - | ||||
| 5,137 | - | - | 5,137 |
- | ||
| - | - | - - |
- | - | ||
| - | - | - | - | |||
| 5,137 | - | - | 5,137 | - |
CCXX R1 accounts (SS)
29/10/2021
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 B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Cash in bank account Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 5,137 - - - - - 5,137 - 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 Luke Menzies |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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| Luke Menzies | 28.10.21 | ||
CCXX R2 accounts (SS)
29/10/2021
2