2025-04-05-accounts - The Bennett Memorial Diocesan School Charity

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Cuaery. Trustees’ Annual Report for the period Oh MISSION Period start date Period end date | 6 April 2024 5 April 2025 A From pl To P

Section A

Reference and administration details

Charity name The Bennett Memorial Diocesan School Charity

Registered charity number (if any) | 1061647

Charity's principal address |Bennett Memorial Diocesan School

Culverden Down

Tunbridge Wells

Names of the charity trustees who manage the charity

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1 | Dr K Brookes Headteacher P Ex officio
2 Mrs S Curling now School Leadership Team
Taylor
3|MrsBHolden |Chair |
4 | Mrs $ Ellery ee eee
5|MrsSBarker | |
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
The Incorporated Rochester Diocesan
Board of Education
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TAR

October 2022

Names and addresses of advisers (Optional information)

Type of adviser Name Address Independent Examiner (Graeme Kingshott 17 Edgehill Road Sheffield S7 1SP

Name of chief executive or names of senior staff members (Optional information)

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Section B Structure, governance and management
Description of the charity’s trusts
Type . Deed of Trust dated 4 March 1997 subject to a Supplemental Deed dated
of governing document 24 September 2013 and a further amendment on 15 July 2015 and 19
February 2024
How the charity is constituted Trust
(eg. trust, association, company)
Tsiee, selection. elie Hm e adtmb e racher of the of sc t h eool Bennettcommunity Memorial Diocesan nominated by School the School’s (ex officio),Leadershipa
Team, and three trustees who are appointed by the existing Trustees from
people who are Trustees of the school’s local governing body at the time
of their appointment.
Additional governance issues (Optional information)
You may choose to include
ws : : As trustees, governors of the school or members of school staff, the
additional information, where . _. i : ys
relevant, [about:] . trusteesnaar have received training and are familiar with the charity's aims and
objectives.
e policies and procedures ; ; ;
adopted for the induction and The trustees do not believe the charity, as a grant-making body, is subject
training of trustees: to any substantial risk beyond the liabilities disclosed in this report.
e the charity's organisational
structure and any wider
network with which the charity
works;
e relationship with any related
parties;
e trustees’ consideration of
major risks and the system
and procedures to manage
them.
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Section C
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Objectives and activities
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TAR

October 2022

	The object ofthe trust is to advance the education ofstudents attending
Summaryofthe objects ofthe charitysetout in its governingdocument	the BennettMemorial Diocesan School, TunbridgeWells, Kentbymaking paymentstothe school leadershipteam and others forsuch purposesas the trustees maydetermine.
	The trust raises funds primarily through donations from parents of
	students at the school. These funds are used to make grants to the
	school for activities or costs which are not covered by public funding.
	This enables the school to enhance the educational experience of
	students, particularly supporting the Christian ethos ofthe school and the
	wider curriculum.
	As all ofthe trustees are governors ormembers ofthe school, they are
	able to see how the charity money benefits the teaching and learning of
	students and therefore achieving the charity's objectives.
Summary ofthe main activities undertaken forthe	The trustees have considered charity commission guidance on Public
oublic benefit in relation to Benefit and believe thatas an academy serving the community this is eseobjects (includewithin	clearly met.
this section the statutory
declaration that trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit)

Additional details of objectives and activities (Optional information)

TAR

October 2022

You may choose to include further statements, where relevant, about:

e policy on grantmaking;
e policy programme related investment;
e contribution made by volunteers.

Section D

Achievements and performance

TAR

October 2022

Section D

Achievements and performance

Summary of the main . ; . . . achievements of the charity ms year the charity made donations to provide the following for the during the year 00". e Video camera for recording of timings for sport activities e A video to share with the school community explaining the role of the charity and how donations are spent following the introduction of the Just Giving process. This is to make donating an easier process in an attempt to increase the amount of donations.
e Netball dresses for school teams

The trustees have also continued to support the cost of the Chaplaincy.

TAR

October 2022

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Section E Financial review
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Brief statement of the The trustees acknowledge that funds raised should be expended as soon charity’s policy on reserves as possible on the objectives of the school charity. Although the funds held by the charity are at times substantial, they are essentially of a short-term nature since they are always available to meet requests from the school to finance projects for the advancement of the education of its students. Details of any funds materially in deficit Further financial review details (Optional information) You may choose to include . . . , vgs : : The trustees have decided this year to continue to prepare receipt and additional information, where ane ralovanit about payments accounts rather than accrual accounts. This simplified form of e co ct accounting is allowed under section 133 of the Charities Act 2011 the charity's principal provided the charity’s gross income is not over £250,000. sources of funds (including any fundraising); The charity is fully cash-based and dependent on the support of parents e how expenditure has and others in order to achieve its main objectives. The trustees are very supported the key objectives grateful for the generous support still given by so many parents. of the charity; ; _ ; Parents usually give support through regular giving and at 5 April 2025 ¢ investment policy and there were 160 donors through gift aid. The claim was submitted after the objectives including any end of the financial year. ethical investment policy adopted. Regular monthly income from parents averaged £2,700 down from £3,600 in 2023. A new and refined donations procedure via just Giving has been introduced, in an attempt to reverse this trend. The trustees consider that as a grant making trust they are a going concern. No trustee received remuneration or expenses during the year (2024) - nil)

Section F

Other optional information

TAR

October 2022

Section G

Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

|||Full name(s)| M&S|SHELA TAYLOR|Pe KAEEN Bkagices| |---|---|---|---|---| |Position|(eg|Secretary,Chair,|;||

TAR

October 2022

(a3?x | FORCHARITY ENGLAND COMMISSION AND WALES

Receipts and payments accounts

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CC16a
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from

Section A Receipts and payments Unrestricted Restricted Endowment Last funds funds funds Total funds ast yoar tothe nearest £ to the nearest£ to the nearest£ to the nearest£ to the nearest£ A1 Receipts [Donations andGifts | C“(tiéiSSSBB] || |C[|B] GiftAidTax4B] | | 4583| es | | as 7: |es || |[38,295] RestrictedIncome | | 5812| a) sn 0(Os es by0 pS Oo a) py On Oe esSub total (Gross income for ee | es|ees lti AR)

A2 Asset and investment sales, (see table). eeey aub es total A3 Payments [DonationstoBennettMemorial Ta TCT TTSC~SdSCSE(C (NTTC~—stBSYdXCOESC~SC—SS BankCharges | iSGZBI] [CCT ™~—~SSC AdministrationOS Contribution | | TC|[S™~<“—é~SCdCCEC“C‘#({*N’__] 4,20 | a OS Ee eersee)(SOi SS| SSi| as pe ee || |r a es ee os 0 Subtotal] _—esosco] |[ff] Aé4 Asset and investment purchases, (see table ee) ee aSubtotal] es =e Net of[receipts/payments)] A5 Transfers between funds ae | S| |ii AG Cash funds last yearend |[144,250)] Cash funds this year end|___136,583 S578 142,461

CCXX R1 accounts {SS}

6/13/2025

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|||||||||||| |---|---|---|---|---|---|---|---|---|---|---| |Section|B|Statement|of assets|and|liabilities|at|the|end|of the|period| |Categories|Details|Unrestrictedfunds|Restrictedfunds|Endowmentfunds| |to|nearest £|to|nearest £|to|nearest £| |ee) ee| || ||es| |Pe| |(agree|balances with receipts and|payments| |account(s))| |Unrestricted|Restricted|Endowment| |B2 Other monetary assets|Details|to nearest|[£]|to nearest£|to nearest£| |B3|Investment|assets|E|=eRil|Cost|(optional)|tein| |charity’sB4 Assets own retained use|for the|Details|[|Fund—— to|which|[CdCost (optional)|TOCurrent— value| |||Cis|ee| |B5 Liabilities|Details|Fund|towhich|Amount due|When due| |Signed|by one|or two|trustees|on|=| |behalf of of|all|the|trustees| |Signature|Print Name|Date|of| |||approval| |S.A Tox|lov|M2S|SHEILA|TANLOR|IO ~i~25)| |CCXX|C0|LEAF|MACE)|SOOKE|/| |R2 accounts (SS)|KE|a LA|OK|6/13/2025|

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behalf of of all the trustees

Independent examiner's report on the accounts

Section A

Independent Examiner’s Report

Report to the |The Bennett Memorial Diocesan School Charity trustees/directors/ members of

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On accounts for the year | 5 April 2025
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ended

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Charity no.: 1061647 Fo
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Set out on pages

1-5

Respective The trustees are responsible for the preparation of the accounts. The responsibilities of charity’s trustees consider that an audit is not required for this year under trustees and examiner section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed.
It is my responsibility to: _ ¢ examine the accounts under section 145 of the Charities Act, * to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
e to state whether particular matters have come to my attention.
Basis of independent My examination was carried out in accordance with general Directions given examiner's statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
Independent _!n connection with my examination, no matter has come to my attention to
examiner's statement _ indicate that: * accounting records have not been kept in accordance with section 386 of the Companies Act 2006;
the accounts do not accord with such records:
where accounts are prepared on an accruals basis, whether they fail to comply with relevant accounting requirements under section 396 of the Companies Act 2006, or are not consistent with the Charities SORP (FRS102)
any matter which the examiner believes should be drawn to the attention of the reader to gain a proper understanding of the accounts.

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Signed: OF | Tl Date: | 13 June 2025
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IER

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Name: | Graeme Paul Kingshott
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Relevant professional |ACA - ICAEW qualification(s) or body

(if any):

Address: | 17 Edgehill Road

Sheffield S7 1SP

Section B

Disclosure

Give here brief details of any items that the examiner wishes to disclose.