2023-12-31-accounts - The Sophie Clarke Foundation

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of The Sophie Clarke Foundation On accounts for the 31[st] December 2023 Charity no 1195972 period ended (if any) Set out on pages (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 period ended 31[st] December 2023 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 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 which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 25/09/2024 Name: Amy Sole FCA Relevant professional Fellow member of the Institute of Chartered Accountants England & Wales qualification(s) or body (if any): Address: Phillips Frith LLP 9 Tregarne Terrace, St Austell, Cornwall. PL25 4DD

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

April 2022

IER

Give here brief details of N/A any items that the examiner wishes to disclose .

April 2022

IER

	The Sophie Clarke Foundation	The Sophie Clarke Foundation	The Sophie Clarke Foundation	The Sophie Clarke Foundation	CC16a
	For the period from	Period start date 01/01/2023	To	Period end date 31/12/2023

Section A Receipts and payments
Unrestricted funds to the nearest £ A1 Receipts Donations & fundraising 100,158 Other income - Bank Interest - Compensation - - - -		Restricted funds to the nearest £	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Donations & fundraising	100,158	-	-	100,158	175,398
Other income	-	-	-	-	2,198
Bank Interest	-	-	-	-	8
Compensation	-	-	-	-	200
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
	-	-	-	-	-
*Sub total*(Gross income for AR)	100,158	-	-	100,158	177,804


A2 Asset and investment sales, (see table).
	-	-	-	-
	-	-	-	-	-
*Sub total*	-	-	-	-	-
*Total receipts* A3 Payments					177,804
	100,158	-	-	100,158

Payment to charities	33,815	-	-	33,815	70,916 313 - 14,826 3,895 748 704 79
Just Givingfees	562	-	-	562
Accountancyfees	2,220	-	-	2,220
Exhibition costs	-	-	-	-
Art commission	-	-	-	-
Auctioneer fees	-	-	-	-
Printing& stationery	-	-	-	-
Equipment hire	-	-	-	-
*Sub total*	36,597	-	-	36,597	91,481
	- -
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*					91,481
	36,597	-	-	36,597
	63,561 -
	63,561	-	-	63,561	86,323
	-	-	-	-	-
	86,323	-	-	86,323	-
	149,884	-	-	149,884	86,323

CCXX R1 accounts (SS)

23/09/2024

Section B Statement of assets and liabilities at the end of the period

Details	Unrestricted funds to nearest £	Restricted funds to nearest £	Endowment funds to nearest £
Bank balance	149,884	-	-
	-	-	-
	-	-	-
*Total cash funds* (agree balances with receipts and payments account(s)) Details	149,884	-	-
	OK	OK	OK
	Unrestricted funds to nearest £ - - - - -	Restricted funds to nearest £ - - - - -	Endowment funds to nearest £ - - - - -





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Details Details	Fund to which asset belongs Fund to which asset belongs	Cost (optional) - - - - - Cost (optional)	Current value (optional)
			- - - - -
			Current value (optional)
		-	-
		-	-
		-	-
		-	-
		-	-
		-	-
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	Fund to which liability relates		-
			When due (optional)





Signature Rupert(Sep24,2024 17:08 GMT+1)
Signature			Date of approval 24/09/24
Rupert(Sep24,2024 17:08 GMT+1)

CCXX R2 accounts (SS)

23/09/2024

Trustees’ Annual Report for the period

From 01.01.23 Period start date To 31.12.23 Period end date

Charity name: The Sophie Clarke Foundation

Charity registration number: 1195972

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The objects of the charity are the promotion of good mental health and relief of need of those who are at risk of suicide principally through providing funding support for charities promoting a positive mental health environment and working to prevent suicide, in particular for young people, children and their immediate families.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The Charity did not undertake any major events this year. We received funds from various activities run in memory of Sophie Clarke, with individual and collective donations being made to the Charity. Savills hosted a golf day which resulted in a £15,000 donation, and the charity also received much smaller donations generated from; - a friend’s “wedding list” - a friend’s record sales - Christmas fairs - a friend’s surf map sales.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have regards to the guidance issued by the Charity Commission on public benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference

Policy on grant making	Para 1.38	On receipt of an application it is circulated to all trustees to confirm if they believe it would be a good fit for the charities objectives.
Policy on social investment including program related investment	Para 1.38	n/a
Contribution made by volunteers	Para 1.38	Friends and family have volunteered their time and efforts all in return for zero compensation. For the avoidance of doubt the trust has NOT paid out any compensation to any volunteers.
Other

Achievements and Performance

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	BederReceived £2500 from the Foundation to match fund on The Big Give, Wilfrid’s Housesupporting this charity with £10,000. They offer essential counseling in mental health and grief counselling to those that cannot afford much and are unable to access NHS counselling. £15,000 Emergency Fund toWilfrid’s House,directly supporting families who have suffered very traumatic incidents and require immediate grief management and mental health counselling.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	The charities listed above all match our objectives of providing funds to charities that promote good mental health, suicide prevention particularly in young people, children and their immediate families.
Performance of fundraising activities against objectives set	Para 1.41	The fundraising money that The Sophie Clarke Foundation have provided to these charities have created opportunities to talk about mental health and suicide prevention.
Investment performance against objectives	Para 1.41	The money received by the chosen charities have all had a positive and impactful return and have been used in a way that match The Foundation’s criteria.
Other

Financial Review

inancial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Surplus of £63,561
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We continually identify and assign funds for specific projects with individual charities; current and upcoming.
Amount of reserves held	Para 1.22	£149,884
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

Additional information (optional)

You may choose to include further statements where relevant about:


The charity’s principal sources of funds (including any fundraising)	Para 1.47	Fundraising and donations
Investment policy and objectives including any social investment policy adopted	Para 1.46	n/a
A description of the principal risks facing the charity	Para 1.46	Lack of resources. The charity does not employ anyone to maintain the function and development - the charity is run solely through the trustees and volunteers.
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Rupert Clarke - Lead trustee

Additional information (optional) You may choose to include further statements where relevant about:


Policies and procedures adopted for the induction and training of trustees	Para 1.51	n/a - no new trustees
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	n/a
Relationship with any related parties	Para 1.51	n/a
Other

Reference and Administrative details

Charity name	The Sophie Clarke Foundation
Other name the charity uses
Registered charity number	1195972
Charity’s principal address	23 Killieser Avenue, London, SW2 4NX

Names of the charity trustees who manage the charity

	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1	Rupert Clarke	-	-	-
2	Sara Clarke	-	-	-
3	Georgia Clarke	-	-	-
4	Tara Clarke	-	-	-
5	Jonathan Feroze	-	-	-
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20

– Corporate trustees names of the directors at the date the report was approved

Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	n/a
Name and objects of the charity on whose behalf the assets are held and how this falls 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

Additional information (optional)

Names and addresses of advisers (Optional information)

	Type of adviser Name Address	Type of adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
	n/a

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

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Signature(s)
Rupert (Sep 24, 2024 17:08 GMT+1)
Full name(s) Rupert Clarke
Position (eg
Trustee
Secretary, Chair, etc)
Date 24/09/24
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