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|Namesofthe Trusteeswho|Namesofthe Trusteeswho|managethecharity:|||
|---|---|---|---|---|
|
Trustee name|||
Office (ifany)|
Datesacted(if not forwhole year)|
|
JeffSteninger||
Chair||
Appointed on 12/05/2021|
|
RobSilk||
Secretary
||
Appointed on 12/05/2021
|
|
Rachael Martin||
Treasurer
||
Appointed on 12/05/2021
|
|
Kevin Forbes||
||
Appointed on 11/05/2021
|
|
Dean Robertson||
||
Appointed on 12/05/2021
|
|
Allan Cruse||
||
Appointed on 12/05/2021
|
|
Giles Wellington||
||
Appointed on 08/09/2022
|
|
LindsayArnold|
/|
||
Appointed on 08/09/2022
|
|
Abigail Stidworthy||
||
Appointed on 08/09/2022
|
|
EmmaTurner||
||
Appointed on 08/09/2022
|
|
Daniel Parkin||
||
Appointed on 08/09/2022
|
|STRUCTURE, GOVERNANCEAND MANAGEMENT|STRUCTURE, GOVERNANCEAND MANAGEMENT|
|---|---|
|
Type ofgoverningdocument
|
Trust deed dated 12 May 2021 and amended on 22 March 2022
|
|
Howisthe charityconstituted?|
Charitable Trust, unincorporated association|
|
|
Advisers and staff at Strategic Solutions have all been offered the opportunity to|
|Trustee selection method
|
become Trustees.
Individuals are encouraged
to volunteer and
are appointed|
|
|
following completion ofa DBS check.
|
||
OBJECTIVESANDACTIVTIES|
|
Summaryofthe objects ofthe
charitysetout in itsgoverning
document|
To advance such charitable purposes (according to the law of England and Wales) as
the trustees see fit from time to time.|
||
The organisation provides welfare and public benefit by raising funds from the
|
||advisers and employees of Strategic Solutions Chartered Financial Planners. The
|
||charitable trust was set up to enable members of the firm to enhance their local
|
||communities and thoseless fortunate through regulardonations from income.
|
||Fundsare distributed viathe charity’sapproved grant-makingpolicywiththe intention
|
|Summaryofthe mainactivities
|
ofsupporting the local community.
|
|undertakenforthe public benefit
in relation tothese objectives
|
Distributions are usually made to small charities and organisations located in the UK,
ideally local to Strategic Solutions clients, advisers and families. The majority of
|
|
|
operations for the SSCF are in Dorset, Devon, Hampshire, Wiltshire, West Sussex and
|
|
|
Kent.
|
|
|
The SSCF aims to improve our local communities by promoting the welfare of our
|
|
|
community members, either directly or through a specialist charity or organisation
|
|
|
which meets our duediligence requirements.
|
|
|
ACHIVEMENTSAND PERFORMANCE
|
|
|
The main aim for the charity this year has been to support our local communities,
|
||specifically education in finance. Funds are donated by employees and advisers of
|
||Strategic Solutions Chartered Financial Planners and therefore, the Trustees believe
|
||financial education is extremely important.
|
|
Summaryofthe main
achievementsofthe charity
duringtheyear|
In this regard, one ofthe main achievements ofthe charity this year was supporting
the ‘AFC Bournemouth Community Sports Trust Money Management’ programme.
AFC Bournemouth, the Premier League football club local to SSCF’s principal address,
|
||
have been running workshops
in
local schools to
highlight the importance of
|
||
promoting sensible finance and enhancing the knowledge andfinancial well-being of
|
||
students and their futures.
|
||
We ran a’12 days of Christmas’ initiative, whereby we donated £1,000 to 12 worthy|
|---|---|
||causes in the run up to Christmas. This included donations to a charity dedicated to|
||supporting young carers; a community garden; a foodbank and a leukaemia support|
||charity.|
||In addition to financial education, the trustees think it is very important to promote|
||
health and mental wellbeing in the community. We have supported various sports|
||
organisations including a hockey club and a wheelchair rugby club. We have also|
||
supported hospices and charities providing counselling services.|
||
The trustees have also purchased and installed defibrillators in several locations,|
||
whichis a subject close to the charity’s heart.
|
||
FINANCIAL REVIEW|
||
Cash at bank as at 315' March 2023 was £12,921.29 in unrestricted funds.|
||The main financial risk to the charity is loss of donations from Strategic Solutions|
||Chartered Financial Planners, which currently makesupall ofthe charity’s income.|
|Briefstatementofthe charity’s|The charity does not have any operational costs. The trustees are all volunteers, who|
|policyon reserves|give their time without being remunerated. Therefore, there is no requirement to|
||keep reserves in the bank account.
|
||The trustees do nottend to pledge funds unlessthese are immediatelyavailable in the
|
||bank account. However, it is worth noting that donations are made from Strategic
|
||Solutions on a weekly basis, meaning the accountis keptrelatively liquid at all times.
|
|
Details ofanyfunds materials in
deficit
|
N/A
|
|
|
As mentioned previously, the charity’s principal source of funds this year has been
|
||
donationsfrom the advisers and employeesofStrategic Solutions Chartered Financial
|
||
Planners. Donationsfrom advisers are matchedbythe StrategicSolutions partnership,
|
||
to be distributed at the discretion ofthe trustees.
|
||
The trustees believe that the donations made this year have supported the key
|
||
objectives of the charity, which are to promote welfare and improve the local
|
|
Furtherfinancial review details|
communities ofStrategicSolutions’ advisers, employees, clientsand families.We have
aimed
to support
smaller,
often
grassroots
organisations which
don’t
receive
|
||
Government grants or funding (or these make up a small portion of their overall
|
||
income). The trustees also aim to donate to causes wherethere is an immediate
|
||
benefit to the community, so the trustees and donors can see how and where the
|
||
moneyis being spent.
|
||
The funds are
all unrestricted, as we have not received (and do not anticipate
|
||
receiving) any unrestricted funds in the year underreview.
|
##
|||
The coming yearwill see a continued emphasis on donating to small, grassroots|
|---|---|---|
|Future plans||organisations within the local communities. Aswith this year, the particularfocus
for the coming year will be on financial education and mental and physical
|
|||wellbeing, particularly ofchildren and young adults.
|
||
INDEPENDENT EXAMINER’S REPORTONTHEACCOUNTS||
|
Report madeto thetrusteesof:
||
Strategic Solutions Community Foundation
|
|
On accounts forthe yearended||
315' March 2023|
|
Setouton pages(below)||
5 and6|
|||
| report to the trustees onmyexamination ofthe accountsforthe yearended|
|||315March 2023.|
|||As the charity trustees ofthe Trust, you are responsiblefor thepreparation of|
|||the accounts in accordance with the CharitiesAct2011 (the Act).|
|Responsibilities and basis ofreport||| report in respectofmyexamination ofthe Trust’s accounts carriedoutunder|
|||5145 oftheActand in carrying outmyexamination, |havefollowedthe|
|||applicable Directions given by the Charity Commission unders145(5)(b) ofthe
|
|||Act.
|
|
||
|have completedmyexamination.
|confirm thatno materialmatters have
|
|||cometomy attention in connection with the examination which givesme cause
|
|||to believe that in, anymaterial respect:
|
|||e
Accounting records were notkept in accordance with section 130 ofthe
|
|Independent examiner’sstatement
||Act; or
e
The accounts do notaccordwith the accounting records.
|
||||have no concerns andhave comeacrossno othermatters in connection with
|
|||the examination to which attention shouldbe drawnin ordertoenable aproper
|
|
||understanding ofthe accounts to be reached.
|
|
||
INDEPENDENT EXAMINER’S DECLARATION
|
|
Signed
|
|
Goryss Meds Lf
|
|Name
||Alexander Baker
|
|
Date
||
26.01.2024
|
|
Relevant professional
or body(ifapplicable)
|
qualification(s)|
ACA(Institute ofChartered Accountants in England & Wales)
|
|
Address||
Burgess Hodgson LLP, Camburgh House, 27 New DoverRoad, Canterbury, Kent,
CT1 3DN
|
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