2021-08-31-accounts

Trustees’ Annual Report for the period

From Sept 2020 Period start date To Aug 2021 Period end date

Charity name: A S Neill Summerhill Trust

Charity registration number: 1089804

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the education of the public in the educational philosophy, ideas, life and writings of Alexander Sutherland Neill (1883-1973), especially in the aims of educating children to be happy, sincere, balanced and sociable.
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	To offer bursaries to poorer families of children already attending Summerhill School. To promote all aspects of the school and A S Neill through the websites, books articles and the media. To regularly facilitate the translation and publication of any of the books of A S Neill’s and of Zoë Neill Readhead into other languages; to raise funds for the Trust through these translations. To specifically promote and work towards the school’s Centenary year in 2021. To fund students’ occasional extra- curricular activities in the school (metalwork/music etc).
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	During the year under review (2020-2021), all the Trustees have been informed of, and had regard to, the guidance on public benefit issued by the Charity Commission.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment

N/A Para 1.38 Contribution made by volunteers N/A 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	During the year under review (2020-2021) the running the school and the work of the Trust was strongly affected by the first year of the coronavirus pandemic. Nevertheless, the trustees continued comprehensive discussions and preparations for the planned 2021 school centenary events, which, as the year progressed, it became clear would be postponed until 2022. The discussions included a new book about the Summerhill experience written by Zoë Neill Readhead, Principal for the past 36 years and titled “Barefoot in November. Parenting the Summerhill way”; the Trust agreed to publish the book and to bankroll the printing and production costs (£6,500) in anticipation of future sales and overseas translations, which it was estimated would more than reimburse the initial outlay and soon lead to further income for future bursaries. Another project which the Trustees agreed to commit future funds to (£10,000) was a major centenary art exhibition (open to the public) to celebrate the work of 10 alumni artists/writers and other creative careers to be held at the Institute of Education at University College London in 2022; this project launched a new long-term educational collaboration between Summerhill and the IoE. The school’s five-year Reunion and the Festival of Childhood (both now arranged to be held in the summer of 2022) were also discussed extensively and supportively during 2020-2021. One effect of the pandemic was an increase in the number of requests to the Trust for bursaries from families with children already in the school during 2020- 2021; see accounts for the number of bursaries awarded. The Trust’s bursaries have secured the continuing education at

school of a number of children whose families informed us that their dire financial circumstances during the pandemic would otherwise have meant withdrawal from Summerhill. At the end of the year under review (2020-2021) the six Bursary Trustees discussed the protocol for awarding bursaries, and it was unanimously agreed that the current protocol remains fully appropriate for its purpose.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	N/A
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	This was undertaken during a meeting of the trustees held in November 2021.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	We do not have a policy.
Amount of reserves held	Para 1.22	0
Reasons for holding zero reserves	Para 1.22	We make spending decisions which ensure a healthy bank balance.
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional) You may choose to include further statements	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	N/A
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	It is a “Declaration of Trust constituting the A S Neill Summerhill Trust”, dated April 2001.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	As a registered Charitable Trust, governed by the Trustees. It is not a registered Company.
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	When a Trustee leaves, the remaining Trustees discuss potential candidates and discuss whether to replace them, and vote on the appointment of the new Trustee.

Additional information (optional) You may choose to include further statements	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	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	N/A
Other

Reference and Administrative details

Charity name	The A S Neill Summerhill Trust
Other name the charity uses	N/A
Registered charity number	1089804
Charity’s principal address	c/o Zoë Neill Readhead, Trustee, Hill Farm, Leiston, Suffolk IP16 4TD.

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 (ifany)
	Mark Vaughan OBE	Secretary
	Steve Fawdry	Treasurer
	Zoe Readhead
	TonyReadhead
	Mark Griffiths
	Stephen Southgate
	Nathalie Gensac
	Martha Neighbors
	HenryReadhead
	Neill Readhead		Sept 2020 – Nov 2021

– Corporate trustees names of the directors at the date the report was approved

Director name The Trustees are not directors, corporate or otherwise. N/A

Name of trustees holding title to property belonging to the charity

Trustee name	**Dates acted if not for whole year **
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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 adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
N/A
Name of chief executive or names of senior staff members (Optional information)
N/A

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

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		Steve Fawdry
	Mark Vaughan	Steve Fawdry
	Secretary	Treasurer
	May 19, 2022.
	May 19, 2022.

The A S Neill Summerhill Trust

Registered charity number 1089804

ACCOUNTS FOR THE YEAR ENDING 31 AUGUST 2021

INCOME £’s EXPENDITURE £’s Donations 30,546.00 Trustee Expenses 102.40 Royalties 3,852.05 Paypal for Festival 2,353.38 Paypal for Festival 2,353.38 Bursaries Paid 14,083.00 Gift Aid Claim 0.00 Extras/Lessons 1,017.40 Zoe’s new book 125.87 *TOTAL INCOME: £36,751.43 TOTAL EXPENSES: £17,682.05

BALANCES

Opening balance 01.09.2020 £39,766.31 Income £36,751.43 Expenditure £17,682.05 Closing Balance 31.08.2020 £58,835.69

Accounts prepared from bank records

Lynn Kersey Date: 03.09.2021 Checked by Steve Fawdry (Treasurer) 20 July 2022

Notes to accounts:

** 14.4.21 & 1.6.21 –PayPal monies to Trust are for Festival & been transferred 13.7.21 (following Trust meeting).

*** Gift Aid Claim of £30.15 made 16.4.21 = £0.00 as £48.90 owed to HMRC, Net figure of £18.75 owed to HMRC.

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