Trustees’ Annual Report for the period
From: 1 April 2022 Period start date To: 31 March 2023 Period end date Charity name: Acland Burghley School Trust
Charity registration number: 1002280
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the Trust is to advance the education of pupils at Acland Burghley School. (i) Provide and assist in the provision of facilities for the education of the school (not normally provided by the local education authority) (ii) Engage in activities which support the school and advance the education of pupils attending it. |
| 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 main activities and campaigns have been: To continue to fundraise in support of the school’s plan to refurbish and improve of the Grade II listed school hall, restoring it to its original high standard performance space. Support for Y11 parents in their fundraising for the students’school prom. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confirm that they have had 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 Para 1.38 Policy on grant making Para 1.38
Policy on social investment including program related investment Para 1.38 Contribution made by 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 | The charity has not undertaken any significant activities or projects but has continued to support the school in its campaign to raise funds for the refurbishment of the school hall. The Trust has benefited from a major donation from the Horne Foundation. This is reserved as £200k to fund free or subsidised tickets to live arts events or performances for students who are disadvantaged (those qualifying for free school meals now or at any time n the last 6 years); and £25k for building/refurbishment work of the drama/dance/music practice rooms. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity has ended the year in a sound financial position. Income increased significantly due to a one-off donation of £225k from the Horne Foundation. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity does not have any specific policy on reserves. |
| Amount of reserves held | Para 1.22 | The balance on 31stMarch in CAF Cash Accounts was £280,700 and in CAF Gold Account was £10,027. |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| 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 | Charitable Trust |
| 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 | Nominated (3) by Acland Burghley School, Acland Burghley School PTA, Acland Burghley School Governing Body. Remaining are Appointed Trustees. |
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 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Acland Burghley School Trust |
|---|---|
| Other name the charity uses | - |
| Registered charity number | 1002280 |
| Charity’s principal address | Acland Burghley School 93 Burghley Road London Nw5 1UJ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Kat Miller | Acland BurghleySchool | |||
| Claire Melamed | Term end 4/11/2022 | |||
| Madeline Holt | ||||
| Celia Grace | Treasurer/Secretary | |||
| Tim Longfoot | ||||
| Samuel Parkes | Chair | Acland BurghleySchool PTA | ||
| Sebastian Camisuli | Term end 21/1/2023 | Acland Burghley School GoverningBody |
||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of | Name | Address |
|---|---|---|
| adviser |
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
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
||
|---|---|---|
Celia Jane Grace |
Samuel Parkes | |
Secretary/Treasurer |
Chair | |
| 3 September 20223 | ||
| 3 September 20223 |
Tot FurAs thd YurXI NolPrOi¢ Fwndathn ABBS DTvh PMThTum Rethip 022 771 225X 135.916 jLtIe•Au¢(¥I GhftAld L125 1.555 261 261 74 lThterES1 C35h lThterllJtGD Cas stnp 4807 22SIX41 PeTr and Yeirll Prn ((Su1(VIAB5I 47,561 s.i* 550 4550 Profe5HDnal Tat41 Payn•rtS 372 57.755 47 115WJ 147 231.tto 37J17 TrKknk•Lw4qnlunds SJ65 56.370 5fy) 679 59,467 29J.727 I250 59AI6
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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 Acland Burghley School Trust On accounts for the year 31 March 2023 Charity no 1002280 ended (if any) Set out on pages 1-2 (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 year ended 31 March 2023.
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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 ( ~~other than that disclosed below~~ *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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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.
- Please delete the words in the brackets if they do not apply.
Date: 06/09/2023 Signed: Name: Gary Worsdell FFA FIPA Relevant professional Fellow member of Institute of Financial Accountants qualification(s) or body (if any): Address: 9 Maundeville Crescent, Christchurch, Dorset BH23 2EW
1
October 2018
IER
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).
Give here brief details of None matters to note. any items that the examiner wishes to disclose .
2
October 2018
IER