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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.
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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 aC￿VitieS
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.
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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 offe￿d 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.
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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
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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
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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
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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
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