I strategic
8 O L U T l O N S
COMMUNITY FOUNDATION
REFERENCE AND ADMINISTRATION DETAILS
Charity Name
Strategic Solutions Community Foundation
Other names the charity Is known bv
SSCF
Registered charity number
1198318
Suite 2, Hamilton Court House
1-3 Alum Chine Road
Bournemouth
Dorset
BH4 8DT
Charlty's principal addres5
Names of the Trustees who manage the charlty:
Trustee name
Office lif any)
Dates acted Ilf not for whole yearl
Jeff Steninger
Chair
Appointed on 1210512021
Rob Silk
Secretary
Appointed on 12105/2021
Rachael Martin
Treasurer
Appointed on 1210512021
Kevin Forbes
Appointed on 1110512021
Dean Robertson
Appointed on 1210512021
Allan Cruse
Appointed on 1210512021
Gile5 WellinEton
Appointed on 0810912022
Lindsay Arnold
Appointed on 0810912022
Abigail stidworthy
Appointed on 0810912022
Emma Turner
Appointed on 0810912022
Daniel Parkin
Appointed on 0810912022
The Strategic Solutions Community Foundation has no (Jppointed advisers or members of staff.
Pagelof8

.,1 strategic
S O L U T l O N S
COMMUNITY FOUNDATION
STRUCTURE, GOVERNANCE AND MANAGEMENT
Type ofgovernlng document
Trust deed dated 12 May 2021 arkd amended on 22 March 2022
How is the charlty consdtuted?
Charitable Trust, unincorporated association
Advisers and staff at Strategic Solutions have all been offered the opportunity
to become Trustees. Individuals are encouraged to volunteer and are
appointed following completion of a DBS check.
Trustee selection method
OBJECTIVES AND ACTIVTIES
Summary of the object5 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 Planner5. The
charitable trust was set up to enable members of the firm to enhance their local
communities and those less foltunate through regular donations from income.
Funds are distributed via the charity's approved grant-making policy with the
intention of supporting the local community.
Summary of the maln actlvltfes
undertaken for the public benefit in
relation to these objectives
Distributions are usually made to small charitie5 and organisations located in the
UK, ideally local to Strategic Solutions clients, advisers and familie5. The Tnajority
of operations for the 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
oreanisation which meets our due diligence requirement5.
Page2of8

I strategic
S O L U T l O N S
COMMUNITY FOUNDATION
ACHIVEMENTS AND PERFORMANCE- YEAR ENDED 31" MARCH 2025
As with last year, our main aim for the charity has been to support our local
communities. This year, a significant amount of our donations have been made
towards children's charities and organisations supporhng mental and physical
health.
This year, we ran our third consecutive Christmas Campaign
Christmas
Kindness, where we supported 15 causes looking to spread festive cheer and
kindness over the Christmas period. This included supporting foodbBnks and
homelessness charities (Crawley Open House, HITS food delivery, Teignbridge
Homelessness Action Today, Bournemouth foodbankl,. as well as providing
Christmas presents to varioLJS groups
from children to the elderly (Amelia's
Rainbow, Dorset Mums - gifts for the elderly campaign, Piam Brown Ward at
Southampton Hospital).
We also supported some very well-deservirig local causes, such as= Mosaic Family
Support, who provide counselling services to bereaved children and young
people,. and The Crumbs Project, who provide professional hospitèlity-based
training and life skills for adults with disabilities or mental health conditions
We have supported many new cause5 this year, including installing a new heating
system in local community hub Carey Hall,. 5ubsidising counselling sessions
through Counselling Together and the extremely worthwhile Making Memories
scheme, run by charity'YounEer People With Dementia,.
Summary of the main achievements
of the charity during the year
We have also continued some existing relationships. One in particular is Andrew
Findley, who visits schools on an adhoc basls to talk about his experiences
completing some of the world's toughest endurance challenges. We believe it is
very important to work with schools to supplement their curriculums, bv
engaging with young people about important life skills such as resilience.
We have a150 continued to collaborate with St Michael's Primary School,
supporting their 'Midweek Meals, campaiEn. The support lower income
households by offering a meal and a safe, warm space for socialisingi playing
games and listening to stories. Our donations are used to buy the ingredients,
which can then be offered free of charge.
In line with our continued focus on mental and physical health, especially in
children, we have a Supported range of grdssroots sports clubs this year, includinE
Pulborough Rugby Club, Phoenix Youth Football Club and Poole Cricket Club.
Page3of8

I strategic
L U T l O N S
COMMUNITY FOUNDATION
FINANCIAL REVIEW- YEAR ENDED 31" MARCH 2025
Cash at bank as at 31" March 2025 was £8,651.81 in unrestricted funds. The mairb
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.
The charity does not have any operational costs and very limited administrative
expenses lincluding accountancy fees). Trustees are all volunteers, who give their
time without being remunerated. Therefore, there is no requirement to keep
reserves in the bank account.
Brief statement of the ¢harity's policy
on reserves
We donate funds to charities and organi5ation5 as and when applications are
received and approved by trustees, therefore we are comfortable with this figure
fluctuating. OLtr income is relatively con515tent and we only donate the funds we
have available at the time.
The trustees do not tend to pledge funds unless these a￿ 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
atalltimes.
Details of any funds materials in
deficit
NIA
Analysis of cash at bank
When comparing yearly figures, our cash holdings as at 31" March 2025 are
noticeably higher than last year12024'. £2,460.04). However, our holdings the
vear before on 31" March 2023 were £12.921.29, $0 this year's figures are in line
with expectations.
Analysis of receipts
As mentioned previously, the charity'5 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 partnership, to be distributed at the discretion of the trustees.
Further financial review details
Receipts in from Strategic Solutions advisers and the Partnership are calculated
based on a percentage of the lirm's income, so although donations are paid to us
regularly, the exact amounts will vary with each payment. The total donations for
20251£52,835.351 are higher than last year's12024'. £45,345.32) which is to be
expected.
Analysls of donations out
The Trustees note that our donations paid out this year12025'. £46,637.42) are
lower than last year12024.' £54,790.71). The higher receipts and lower donations
out explains our increase in cash at bank at 31, March 2025, compared to 31,
March 2024.
Page4of8

.1 strategic
S O L U T l O N 8
COMMUNITY FOUNDATION
One of the reasons for our donations out reducing this year is that we have not
supported any large contracts or tours12024.' the AFCB Community Sports Trust
Money Management Programme and Oly Newton Lights On Wellbeing tourl.
Instead, we focused on funding individual causes and helpinE Wlth their needs.
Summarv
The trustees believe that the donations made this year have supported the kev
objectives 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
overall 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 is being spent.
The funds are all unrestricted, as we have not received land do not anticipate
receiving) any unrestricted fund5 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 linancial education and mental and physical wellbeing, parhcularly
for children and young adults.
As mentioned above, we have not funded any school tours or contracts in the
year under review. Instead, we prioritised smaller organisations that reached out
to us with their own funding requirements. We have already committed to
working Wlth Oly Newton to deliver another school tour next year (during the
year ending 31" March 20261. Oly will speak to local schools about identifying
and living with mental health condition5. This is a large expense, so the cash at
bank as at 31" March 2025 has made it possible to commit to this significant
donation for next year, as well as our usual pledges and contributions to smaller
organisations in our local communities.
Future plans
Page5of8

.. I strategic
B O L U T l D N
COMMUNITY FOUNDATION
INDEPENDENT EXAMINER'S REPORT ON THE ACCOUNTS
Report made to the trustees of:
Strategic Solutions Community Foundation
31" March 2025
On accounts for the year ended
Set out on pages Ibelowl
7(Jnd8
I report to the trustees on my ex(Jmination of the accounts
for the year ended 31" March 2025.
As the charity trustees of the Trust, you are responsiblefor
the preparation of the accounts in accordonce with the
Chrjrities Act 20111the Act).
Responsibilities and basis of report
I report in respect of my exumination of the Trust's accounts
carried out unders145 of the Act and in crjrrying out my
examination, I havefollowed the opplicoble Directions given
by the Ch(Jrity Commission unders145{5J{bJ of the Act.
I hove completed my examinotion. I confi'rm thot no
muterial matters have come to my attention in connection
with the exominution which gives me cause to believe thot
in, uny muteriol respect..
Accounting records were not kept in accordance
with section 130 of the Act,. or
The accounts do not accord with the accounting
records.
Independent examiner's ststement
I hove no concerns and have come across no other motters
in connection with the examination to which attention
should be drjwn in order to ent7ble o proper understt7nding
of the occounts to be reached.
INDEPENDENT EXAMINER'S DECLARATION
Signed
yus
Name
Alexander Baker
Date
05.01.2026
Relevant professional qualificationl5) or body lif applicable)
ACA Iinstitute of Chartered Accountants in England & Wales)
Burgess Hodgson Limited, Camburgh House, 27 New
Dover Road, Canterburyi Kent, Ctl 3DN
Addre55
Page6of8

.rl strategic
S O L U T l O N S
COMMUNITY FOUNDATION
RECEIPTS AND PAYMENTS ACCOUNTS
Charity name
For the perlod
Strategic Solutions Community Foundation
I" April 2024 to 31, March 2025
SECTION A- RECEIPTS & PAYMENTS
Receipts
Unrestricted
fund5
£52,854.33
£74.62
£225.00
Restricted
funds
Endowment
funds
Strategic Solutions donations
Donations Made via Easy Fundraising
Donations made via individuals
Sub total
£53,153.95
TOTAL RECEIPTS
£53,153.95
Payments
Unrestricted
funds
Restricted
funds
Endowment
funds
Grants made to charities or organisations
Accountancy invoice
Admin charges- big cheque for Christmas presentations
£46,637.42
£288.00
£36.76
Sub total
£46,962.18
TOTAL PAYMENTS
£46,962.18
SECTION A SUMMARY:
Net receipts I Ipaymentsl
Cash funds as at I" April 2024 brought forward
Cash funds as at 31, March 2025 to carry forward
£6,192
£2,460
£8,652
Page7of8

I strategic
S O L U T l D N S
COMMUNITY FOUNDATION
SECTION B- STATEMENT OF ASSETS AND LIABILITIES AS AT 31" MARCH 2025
Cash funds
Bank account balance as at 31" March 2025
£8,651.81
Agrees with Receipts & Payments section on page 7
Other monetary assets
None
Investment assets
None
Assets retained for the charity's own use
None
Llabilities
None
TRUSTEE DECLARATION
Signed lon behalf of all the Trustees)
Name
Rachael Martin
Date
5, January 2026
Page8of8