## **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. TrFASIIDIII 5umn*thlilTDJ5t Accounting servI￿s ThèASP4*115uththèrhlllTru5t IndePendentEN3Mn￿rf￿5tlt¢rnent Reportando￿n &1 to be Tpathed. Th•AS Ndll SuwrnthlnTruAt Slgned:. CRASL