-1 strategic 8 0 L u r i o N 8 COMMUNITY FOUNDATION REFERENCE AND ADMINISTRATION DETAILS Charity Name Strategic Solutions Community Foundation Other names the charity 15 known by SSCF Registered charity number 1198318 Suite 2, Hamilton Court House 1-3 Alum Chine Road Bournemouth Dorset BH4 8DT Charity'5 principal addres5 Names of the Trustees who manage the charlty: Trustee name Office lif any) Dates acted lif not for whole yearl Jeff Steninger Chair Appointed on 12/05/2021 Rob Silk Secretary Appointed on 1210512021 Rachael Martin Treasurer Appoirbted on 1210512021 Kevin Forbes Appointed on 1110512021 Dean Robertson Appointed on 1210512021 Allan Cruse Appointed on 1210512021 Giles Wellington Appointed on 0810912022 Lindsay Arnold Appointed on 0810912022 Abigail Stidworthy Appointed on 08109/2022 Emma Turner Appointed on 0810912022 Daniel Parkin Appointed on 0810912022 rhe Strategic Solutions Community Foundation hos no appointed advisers or members of stoff. Pagelof7
Strategic O L U T l O N 8 COMMUNITY FOUNDATION STRUCTURE, GOVERNANCE AND MANAGEMENT Trpe of governing document Trust deed dated 12 May 2021 and amended on 22 March 2022 How 15 the charlty constltuted? Charitable Trust, unincorporated association Advisers and staff at Strategic Solutions have all been offered the opportunity to become Trustees. Individuals are encouraged to volunteef and are appointed following completion of a DBS check. Trustee selection method OBJECTIVES AND ACTIVTIES Summary of the objects of the charity set out in its governing document To advance such charitable purposes laccording 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 those less fortunate through regular donations from income. Funds are distributed via the charity's approved grant-making policy with the intention of supporhng the local community. Summary ofthe main aCVitieS undertaken for the public benefit In relation to these 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 forthe SSCF are in Dorset, Devon, Hampshire, Kent, Somerset, West Sussex and Wiltshire. 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 due dili ence re uirements. ACHIVEMENTS AND PERFORMANCE A5 Wlth last year, our main aim for the charity has been to support our local communities, specifically promoting education in finance and mental health. The following quote has been taken from the Money & Pensions Service website.. "Evidence confirms the existence of the relotionship between money and mental he(ylth. People who experience mentol health issues Gre particul(Jrly susceptsble to experiencingfinoncial difficultie5 - and people in fi'noncial difficulty often also experience challenges to their mentol health.. Summary ofthe main achlevements of the charity during the year As funds are donated by employees and advisers of Strategic Solutions Chartered Financial Planners, the Trustees understand how important tinancial education is for our wider community. PaEe2of7
I strategic S D L U T l Q N S COMMUNITY FOUNDATION We renewed our contract this year with 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 and financial well-being of students and their futures. In addition to this, we also supported a project called 'Lights On Wellbeing, which is delivered by motivational speaker and qualified Mental Health First Aid Trainer, Oly Newton. Oly visits schools to run mental health workshops, discussing mental health and coping mechanisms with the children. We have also donated towards another motivational speaker- Andrew Findley. Andrew is a veteran of some of the world's toughest endurance challenges and VlSlts schools on an adhoc bas15 to talk about resilience. We believe these areas are vital parts of education and hopefully provide children with the tools they need to become confident, happy, healthy and financially aware adults. Following the succe55 of last year's Christma5 initiative, we continued the tradition of making festive donations. This year, we ran a 'Christmas Cracker, campaign, which focused on m3king sure that children from disadvantaged social backgrounds still received Christmas presents. Organisations included- Christchurch Foodbank, The Salvation Army, Dorset Children's Foundation and Amelia's Rainbow. We also donated sleeping bags for the homeless via We Are Human. One of our notable successes this year were our contributions to St Michael's Primary School's 'Midweek Meals, campaign, which offers a meal and a safe, warm space for socialising, playing Eames and listening to Stories for less affluent families. Our donations are used to buy the ingredients to make the meals and these are offed free of charge. We have continued to 5UPPOrt a range of community sports organisations this year, includinE Oakmedians Rugby Club, Newton Abbot Tennis Club and Teignmouth RFC. FINANCIAL REVIEW Cash at bank as at 31" March 2024 was £2,460.04 in unrestricted funds. The main financial risk to the charity is loss of donations from Strategic Solutions Chartered Financial Planners, which currently makes up all of the charity's income. Brief statement of the charity's policy on reserves The charity does not have any operational costs. The trustees are all volunteers, who give their time without being remunerated. Therefore, there is no requirement to keep reserves in the bank account. Page3of7
.111 strategic g O L U T l O N COMMUNITY FOUNDATION When comparing yearly figures, our cash holdings at March 2024 are noticeably lower than our cash holdinES at March 20231£12,921.291. We donate funds to charities and organisations as and when applications are received and approved by trustees, therefore we are comfortable with this figure fluctuating. Our income is relatively consistent and we only donate the funds we have available at the time. The trustees do not tend to pledEe funds unless these are immediately available in the bank account. However, it is worth noting that donations are made from Strategic Solutions on a weekly basis, meaning the account is kept relatively liquid at all times. Detai55 of any funds materials in deficit NIA As mentioned previouslyi the charity's principal source of funds this year has been donations from the advisers and employees of Strategic Solutions Chartered Financial Planners. Donations from advisers are matched by the Strategic Solutions partnershipi to be distributed at the discretion of the trustees. The trustees believe that the donations made this year have supported the key objective5 of the charity, which are to promote welfare and improve the local communities of Strategic Solutions, advisers. employees, clients and families. We have aimed to support smaller, often grassroots organisations which don't receive Government grants or funding lor these make up a small portion of their overdll income). The trustees also aim to donate to causes where there is an immediate benefit to the community, so the trustees and donors can see how and where the money 15 being spent. Further financial review details The funds are all unrestricted, as we have not received land do not anticipate receiving) any unrestricted funds in the year under review. We will continue to prioritise small and grassroots organisations within communities local to our advisers, employees and clients. Our particular focus remains on financial education and mental and physical wellbeing, particularlv for children and young adults. Future plans Page4of7
I strategic S O L U T l O N 8 COMMUNITY FOUNDATION INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS Report made to the trustees of: StrateEiC Solutions Community Foundation On accounts for the year ended 31" March 2024 Set out on pages Ibelow) 6and7 I report to the trustees on my exominotion Df the tyccounts for the yeur ended 31" Morch 2024. As the charity trustee5 of the Trust, you are responsiblefor the preparation of the accounts in occordance with the Choritses Act 2011 (the Actj. Responsibilities and basis of report I report in respect of my exuminotion of the Trust's accounts carrAed out under s145 of the Act (Jnd in c(Jrrying out my exomination, I havefollowed the upplicoble Directions given by the Charity Commission under $14515)(b) of the Act. I h(Jve completed my ex(Jminotion. I confirm thut no material matters hove come to my uttention in connection with the exominotion which gives me cause to believe thot in, any m(Jteri(Jl respect.- Accounting records were not kept in accordonce with section 130 of the Act,. or The (Jccounts do not accord with the accounting records. Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which t7ttention should be drawn in order to enuble a proper underst(ynding of the (yccounts to be reoched. INDEPENDENT EXAMINER'S DECLARATION Signed Name Alexander 83ker Date 27.01.2025 Relevant professional qualificationl51 or body (if applicable) ACA Iinstitute of Chartered Accountants in England & Wales) Burgess Hodgson LLP, C8mburgh House, 27 New Dover Road, Canterbur Kent, CTI 3DN Address Page5of7
Strategic O L U T l O N COMMUNITY FOUNDATION RECEIPTS AND PAYMENTS ACCOUNTS Charity name For the perlod Strategic Solutions Community Foundation l April 2023 to 31" March 2024 SECTION A- RECEIPTS & PAYMENTS Receipts Unrestrlcted funds £44,611.96 £64.86 £102.00 Restrlrted funds Endowment funds Totsl funds Strategic Solutions donations Donations made via Amazon Smile Donations made via individuals Sub total £44,778.82 TOTAL RECEIPTS £44,779 Payments Unrestricted funds £54,790.71 £246.00 £203.39 Restricted funds Endowment funds Total funds Grants made to charities or organisations Accountancy invoice DBS checks for Trustees- initial admin charges Sub total £55.240.10 TOTAL PAYMENTS £55,240 Section A Summary Net recelpts I Ipaymentsl Cash funds as at I" April 2023 brought forward Cash funds as at 31, March 2024 to carry forward 1£10,4611 £12,921 £2,460 Page6of7
.1 strategic IL 8 0 L U T l O N COMMUNITY FOUNDATION SECTION B- STATEMENT OF ASSETS AND LIABILITIES AS AT 31" MARCH 2024 Cash fund5 Bank account balance as at 31 March 2024 £2,460.04 Agrees with receipts and payments account balance on page 6 Other monetary assets None Investment assets None Assets retained for the charity's own use None Liabilities None TRUSTEE DECLARATION SIEned {on behalf of all the trustees) Name Rachael Martin Date 2310112025 Page7of7