## **Trustees' Annual Report for the period**
Period start date
01 April 2023 **From**
Period end date
**----- Start of picture text -----**
||||
|---|---|---|
|31|March|2024|
|To|
**----- End of picture text -----**
## Section A Reference and administration details
## **Charity name**[Someries Infant School and Early Childhood Education Centre ] Charity Fund
**Other names charity is known by**
**Registered charity number (if any)** 1080329
**Charity's principal address** Someries Infant School and Early Childhood Education Centre
Wigmore Lane Luton **Postcode** LU2 8AH
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
|||
|---|---|
|Dates acted if not for whole|Name of person (or body) entitled|
|Trustee name|Office (if any)|
|year|to appoint trustee (if any)|
|1 Michael William Scott|
|2 David Millington|
|3 Paula Murgatroyd|
**----- End of picture text -----**
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
> [Trust Deed dated 13th March 2000 ]
How the charity is constituted
- (eg. trust, association, company)
> [Trust ]
Trustee selection methods
Trustee selection methods Appointed by the Governing Board of Someries Infant School and Early (eg. appointed by, elected by) Childhood Education Centre
**TAR**
March **2012**
1
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To enhance the provision offered by Someries Infant School and Early Childhood Education Centre through funding additional educational resources and opportunities to pupils that are not funded through the school's delegated budget.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
Someries Infant School and Early Childhood Education Centre Charity Fund enables Someries Infant School and Early Childhood Education Centre to purchase uniform items for pupils attending the school at cost price. This subsequently means that parents and carers can purchase uniform items for their child directly from the school at the same cost price and prevents parents and carers having to pay the increased cost of purchasing school uniform from external suppliers.
This charitable function means that the cost of children’s school uniform items is not an inhibiting factor for families.
Someries Infant School and Early Childhood Education Centre Charity Fund also enables Someries Infant School and Early Childhood Education Centre to provide uniform items and Hobby School Programmes to disadvantaged pupils’ families at no cost.
**TAR**
March **2012**
2
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
Someries Infant School and Early Childhood Education Centre Charity **Summary of the main** Fund enables Someries Infant School and Early Childhood Education **achievements of the charity** Centre to purchase uniform items for pupils attending the school at cost **during the year** price. This subsequently means that parents and carers can purchase uniform items for their child directly from the school at the same cost price and prevents parents and carers having to pay the increased cost of purchasing school uniform from external suppliers.
This charitable function means that the cost of children’s school uniform items is not an inhibiting factor for families.
Someries Infant School and Early Childhood Education Centre Charity Fund also enables Someries Infant School and Early Childhood Education Centre to provide uniform items and Hobby School Programmes to disadvantaged pupils’ families at no cost.
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The charity does not have a reserves policy.
**Details of any funds materially in deficit**
None.
**TAR**
March **2012**
3
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## ~~eee~~ **Section F Other optional information**
## **Section G Declaration** ~~ee~~
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Michael William Scott David Millington ~~ee~~ **Position (eg Secretary, Chair, etc)** ~~ee~~[Trustee ] Trustee **Date** Monday 14 October 2024 ~~|~~
**TAR**
March **2012**
4
## **Trustees' Annual Report for the period**
Period start date
01 April 2023 **From**
Period end date
**----- Start of picture text -----**
||||
|---|---|---|
|31|March|2024|
|To|
**----- End of picture text -----**
## Section A Reference and administration details
## **Charity name**[Someries Infant School and Early Childhood Education Centre ] Charity Fund
**Other names charity is known by**
**Registered charity number (if any)** 1080329
**Charity's principal address** Someries Infant School and Early Childhood Education Centre
Wigmore Lane Luton **Postcode** LU2 8AH
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
|||
|---|---|
|Dates acted if not for whole|Name of person (or body) entitled|
|Trustee name|Office (if any)|
|year|to appoint trustee (if any)|
|1 Michael William Scott|
|2 David Millington|
|3 Paula Murgatroyd|
**----- End of picture text -----**
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Type of governing document
- (eg. trust deed, constitution)
> [Trust Deed dated 13th March 2000 ]
How the charity is constituted
- (eg. trust, association, company)
> [Trust ]
Trustee selection methods
Trustee selection methods Appointed by the Governing Board of Someries Infant School and Early (eg. appointed by, elected by) Childhood Education Centre
**TAR**
March **2012**
1
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
**Summary of the objects of the charity set out in its governing document**
To enhance the provision offered by Someries Infant School and Early Childhood Education Centre through funding additional educational resources and opportunities to pupils that are not funded through the school's delegated budget.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
Someries Infant School and Early Childhood Education Centre Charity Fund enables Someries Infant School and Early Childhood Education Centre to purchase uniform items for pupils attending the school at cost price. This subsequently means that parents and carers can purchase uniform items for their child directly from the school at the same cost price and prevents parents and carers having to pay the increased cost of purchasing school uniform from external suppliers.
This charitable function means that the cost of children’s school uniform items is not an inhibiting factor for families.
Someries Infant School and Early Childhood Education Centre Charity Fund also enables Someries Infant School and Early Childhood Education Centre to provide uniform items and Hobby School Programmes to disadvantaged pupils’ families at no cost.
**TAR**
March **2012**
2
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
Someries Infant School and Early Childhood Education Centre Charity **Summary of the main** Fund enables Someries Infant School and Early Childhood Education **achievements of the charity** Centre to purchase uniform items for pupils attending the school at cost **during the year** price. This subsequently means that parents and carers can purchase uniform items for their child directly from the school at the same cost price and prevents parents and carers having to pay the increased cost of purchasing school uniform from external suppliers.
This charitable function means that the cost of children’s school uniform items is not an inhibiting factor for families.
Someries Infant School and Early Childhood Education Centre Charity Fund also enables Someries Infant School and Early Childhood Education Centre to provide uniform items and Hobby School Programmes to disadvantaged pupils’ families at no cost.
## **Section E Financial review**
**Brief statement of the charity’s policy on reserves**
The charity does not have a reserves policy.
**Details of any funds materially in deficit**
None.
**TAR**
March **2012**
3
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## ~~eee~~ **Section F Other optional information**
## **Section G Declaration** ~~ee~~
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)** Michael William Scott David Millington ~~ee~~ **Position (eg Secretary, Chair, etc)** ~~ee~~[Trustee ] Trustee **Date** Monday 14 October 2024 ~~|~~
**TAR**
March **2012**
4
Someries Infant School
Financlal Roport of School Fund
Aprfl 2023 - Mar¢h 2024
)pening Balance
lepresenled 8y,'
"urrent Account statement 17.3.23
2,874.75
2,874.75
ncome and Expenditure for period V4123 to 3113124
NCOME
EXPENDITURE
7.764.72
5,976.34
6,040.36
9,014.80
i.iii.
4.808.90
8.624.86
5,285.72
6.921.20
5.494.59
10,105.36
9,645.85
April
May
June
July
August
September
October
November
December
January
February
March
8178.52
1323.29
10,222.68
10,513.11
155.22
920.61
11,189.79
4,541.94
9,274.47
2,142.00
14,268.41
6,657.73
lay
une
uly
ugust
*eptember
)ctober
lovember
lecember
anuary
.ebruary
arch
80.793.85
79,387.77
ovement In Period
1.406.08
"losing Balance
4,280.83
?epresent8d B
"urrent Account Statement 28.3.24
4,280.83
4,280.83
UDITOR'S REPORT
have examlned the accounts of Someries Infant School Fund as presented to me.
am satisfied that there is sufflcient evidence to give reasonable assurance that the account5 are
ree from mis-statement or other irregularity.
n my oplnion the financial statements give a true and falr picture of the financial position as at
Ilst March 2024 and of the balan for the year then ended.
22nd September 2024
ligned
Ars C Cleaver. MAAT
Carmelite Road
ton
Sedfordshire
.U40NH