**Trustees' Annual Report for the period** Period start date 01 04 2024 Period end date 31 03 2025 |||**From**||||||**To**|||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|Section A Reference and administration details|||Section A Reference and administration details||||||||| ||||||||||||||||| |||**Charity name**|||||The Charles Semon Educational Foundation||||||||| ||||||||||||||||| |**Other names charity is known by**|||**Other names charity is known by**|**Other names charity is known by**||||||N/A|||||| |**Registered charity number (if any)** 1095912
**Charity's principal address** City of Bradford MDC
Finance, 5thFloor, Britannia House, Hall Ings, Bradford,
West Yorkshire
**Postcode**
**BD1 1HX**
~~——~~|||||||||||||||| |**Names of the charity trustees who manage the charity**|**Names of the charity trustees who manage the charity**||||||||||||||| ||**Trustee name**||**Office (if any)**|||||**Dates acted if not for whole**
**year**||||**Name of person (or body) entitled**
**to appoint trustee (ifany)**|||| |1|City of Bradford
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Education/training. Children / young people. Makes grants to individuals and organisations. March **2012** **TAR** 2 Charitable object is “Promote the education of persons who are under 25, are in need of financial assistance, are resident of Bradford Metropolitan District, have at any time attended as a pupil any school within the area of benefit.” Area of benefit (i.e. area the charity can operate in, as set out in its governing document) is Bradford Metropolitan District. **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)** The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Trust’s aims and objectives and in planning future activities and setting the grant-making policy for the year. ## **Additional details of objectives and activities (Optional information)** N/A You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main** At a meeting as Trustees, of the City of Bradford MDC’s Regulatory and **achievements of the charity** Appeals Committee, on 29.02.2024, the trustees considered The Charles **during the year** Semon Educational Foundation Trust and the allocation of grant funding. The Strategic Director of Children’s Services submitted a report to the meeting which provided an update on the current position and intended grant allocations from The Charles Semon Educational Foundation Trust. Established in 2003, following sale of a convalescent home and associated land, the income generated from this sale, as stipulated in the deeds of the then owners, was split between Bradford Girls School, Bradford Grammar School and the Local Education Authority. The above report focused on the Local Education Authority element of the fund. The trustees resolved: (1) that members acknowledge and approve the proposals outlined in Appendix A to Document I for the allocation of grant funding from The Charles Semon Educational Foundation Trust for 2023-24 and 2024-25. (2) that members receive an updated report in February 2025 that reports back to the committee the outcomes from the proposal and that further outlines the intended allocation of grant funding from The Charles Semon Educational Foundation Trust for the future. Financial grants of £83,000 were awarded by The Charles Semon Educational Foundation Trust in 2024-25. At a meeting as Trustees, of the City of Bradford MDC’s Regulatory and Appeals Committee, on 07.08.2025, the trustees considered The Charles Semon Educational Foundation Trust and the allocation of grant funding. The Strategic Director of Children’s Services submitted a report to the meeting which provided an update on the current position and the future grant allocations from The Charles Semon Educational Foundation Trust. The trustees resolved: (1) that members acknowledge the proposals and benefits achieved for some of the district’s most vulnerable children by the utilisation of funding from the Charles Semon Educational Foundation Trust. (2) that the Council and the Children and Families Trust continue to work collaboratively to deliver further outdoor education opportunities in line with the underpinning principles by the Charles Semon Educational Foundation Trust. (3) that members receive an updated report in 12 months’ time that reports back to the committee the outcomes from the future delivery and outlines the intended allocations of grant funding from the Charles Semon Educational Foundation Trust for the future. March **2012** **TAR** 4 ## **Section E Financial review** **Brief statement of the charity’s policy on reserves** N/A **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: N/A - 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. ## **Section F Other optional information** N/A ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** City of Bradford MDC City of Bradford MDC **Full name(s)** City of Bradford MDC City of Bradford MDC **Position (eg Secretary, Chair, etc)**[Corporate Trustee ] **Date** 29.01.2026 Corporate Trustee March **2012** **TAR** 5 CHARITY COMMISSION FOR ENGLAND ANO WALES e Chailes Semon EducaQional Foundalion 11195912 Receipts and payments accounts CC16a For the period from To Section A Receipts and payments Unre8ir•cted fund$ Restricted fund• Endowmenl funds ToL•l fund* Lasi yeaf Qo Qhe newesl £ lo Ihe aewesl £ A1 Receipts lTrcorne From ￿$¢m?￿S Bank Intw*st 15.12• 14.566 15.12• 14.566 Sub ioial(Gro&s income for AR) 29.686 29.686 A2 Asset and investment sales. {see table). R•¢*i ts liom s* OF fftv*stn)*rts Sub zozal 29.686 29.686 A3P ment$ anis io h$1*￿10n$ 83.0110 83.000 Sub ioial 83.0110 A4 A$$et and inve•tment purchases, (see lable) Sub zozal T0￿paymentS 83.tKKI tJ.000 Net of receiptsl(paymenTS) AS Transfers between funds A6 Cash fund$ *st year end Cash funds year end 53.314 53.314 292.437 239.123 292.437 239.123 TAR March 2012 Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted fund$ io *•ai•si £ Endowment funds io ￿￿1*$1 £ Categorie$ Detsils oo £ B1 Cash funds CashF 239.123 Tozal Gqsh funds 239.123 Unrestricted funds Re8trided funds io #e*i*si É Endowmenl funds io Mai*si £ Deiails to thtar*si £ io ¥hi¢h •ss b*lorb e$u￿ted Cosi C•Jri*ni v•lu• iioThal Detsils B3 Investment assets 368.000 F•d io ¥hieh asso¢ Cosl ional CurieTrl valu ional Details B4 Assets retained for the charity's own use lo vhi¢h liability Amounl du* lio*al Vhen due Details or* or twotrustees c behatf of al tho iiusiws S4nature Pmt Naff Date of approval c4 c4dMe 28.012026 TAR March 2012 **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** The Charles Semon Educational Foundation **members of On accounts for the year** 31.03.2025 **Charity no** 1095912 **ended (if any) Set out on pages** 1 to 5, inclusive I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/03/2025** . **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: - accounting records were not kept in accordance with section 130 of the Act or - 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._ **Signed:** Helen Keith **Date:** 29.01.2026 ~~Ps |~~ **Name:** Helen Keith ~~Ps~~ **Relevant professional** Chartered Institute of Public Finance and Accountancy (CIPFA) **qualification(s) or body (if any): Address:** 5[th] Floor, Britannia House, Hall Ings, Bradford, West Yorkshire, BD1 1HX March **2012** **TAR** 8 **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 any items that the examiner wishes to disclose** . March **2012** **TAR** 9