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2024-12-31-accounts

The Derek Shutleworth Educatonal Trust

(A Company Limited by Guarantee)

Trustees’ Report

For the Year Ended 31 December 2023

The Trustees present their annual report together with the financial statements of the Company for the 1 January 2023 to 31 December 2023. The Annual Report serves the purposes of both a Trustees’ report and a directors’ report under company law. The Trustees confirm that the Annual Report and financial statements of the charitable company comply with the current statutory requirements, the requirements of the charitable company’s governing document and the provisions of the Statement of Recommended Practice (SORP)

applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the Company qualifies as small under section 382 of the Companies Act 2006, the Strategic Report required of medium and large companies under the Companies Act 2006 (Strategic Report and Director’s Report) Regulations 2013 has been omitted.

Objectives and activities

a. Objectives and aims

To advance the education of young people in the District of Epping Forest and in particular the areas of High, Magdalen and Little Laver, Moreton, Bobbingworth and Matching Green in the County of Essex, and also the London Boroughs of Hackney and Tower Hamlets.

b. Significant activities

Trustees

During the year Mrs Tina Webb was unable to continue as a trustee and resigned in June 2023. Mr. John Collis who had served the Trust for many years retired as a trustee in February 2023. Lisa Ramsey was also unable to continue as a trustee and resigned in March 2023. Paul Bard who had worked very hard for the Trust as Secretary and Treasurer retired in August 2023. Louise Scantlebury took over the position of Secretary and Treasurer. Three new trustees were appointed during the year. Nigel Cobby, Robert Padfield and Michael Pether were appointed as new trustees. During the year the Trust met three times in person.

Significant Activities

The Trust does not fund raise and mainly relies on its income and gains from its investments to fund applications from students and educational bodies. After lengthy discussions at the meetings it was decided to move the Trust’s investments back to the M&G Investments (Charifund) from Castle Wealth and this was completed in August 2024. Various external factors in world and domestic politics had had quite adverse effects on the trust’s investments and a decision was made by the Trustees to draw down funds to cover grant applications when the investments were switched from Castle Wealth Ltd to M&G Investments. The amount invested with M&G Investments was £668,000.00.

In total grants of £36,750 were made. These were split between the two areas of benefits as follows. To the area of High, Magdalen and Little Laver , Moreton, Bobbingworth and Matching Green a total of £15,000 was made and to the area of the London Boroughs of Hackney and Tower Hamlets a total of £21,750. Further details are given in the financial statements.

a. Investments.

Since transferring the Trust’s investments to M&G in August it has received £13,487.55 in dividend income and will receive further amounts next year. At the end of the year the market value of investments stood at £691,232.32.

In addition the Trust held £27,580.20 in cash funds.

b.Going concern

After making appropriate enquiries , the Trustees have a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable

future . For this reason, they continue to adopt the going concern basis in preparing the financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

Structure, governance and management

a. Governing document

The charity is controlled by its governing document , a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Reference and administrative details of the Company, its trustees and advisers

Trustees P W Bard (Resigned September 2024)

Trustees continued J W Parsons D J Parsons L Ramsey (resigned March 2024) L M Scantlebury , Secretary & Treasurer T K Webb (resigned June 2024) N Cobby M Pether R J Padfield Company registered Number 04937288 Charity registered Number 1100819 Registered Office Little ManwoodFarm Sparrows Lane Matching Green Harlow Essex CM17 0RP Company secretary L M Scantlebury

Approved by order of the members of the board of Trustees on 21 March and signed on their behalf by:

L M Scantlebury

Registered number: 04937288 Charity number: 1100819

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2024

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

CONTENTS

Page
Trustees' Report 1 - 3
Trustees' Responsibilities Statement 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7 - 8
Notes to the Financial Statements 9 - 15

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT FOR THE YEAR ENDED 31 DECEMBER 2024

The Trustees present their annual report together with the financial statements of the Company for the 1 January 2024 to 31 December 2024. The Annual Report serves the purposes of both a Trustees' report and a directors' report under company law. The Trustees confirm that the Annual Report and financial statements of the charitable company comply with the current statutory requirements, the requirements of the charitable company's governing document and the provisions of the Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) (effective 1 January 2019).

Since the Company qualifies as small under section 382 of the Companies Act 2006, the Strategic Report required of medium and large companies under the Companies Act 2006 (Strategic Report and Directors' Report) Regulations 2013 has been omitted.

Objectives and activities

a. Objectives and aims

To advance the education of young people in the District of Epping Forest and in particular the areas of High, Magdalen and Little Laver, Moreton, Bobbingworth and Matching Green in the County of Essex and also the London Boroughs of Hackney and Tower Hamlets.

b. Significant activites

Trustees

During the year Paul Bard who had served for many years as a trustee and secretary resigned as a trustee in September 2024.

The following people continued as Trustees David Parsons, Nigel Cobby, Michael Pether, Robert Padfield and Louise Scantlebury.

It was stated by David Parsons during the year that his father John Parsons would no longer be attending meetings of the Trust due to his ill health in old age.

During the year the Trust met twice in person.

In total grants of £34,000 were made . these were split between the two areas of benefits as follows. To the area of Magdalen , High and Little Laver, Bobbingworth , Moreton and Matching Green a total of £15,000 was made and to the area of the London Boroughs of Tower Hamlets and Hackney a total of £19,000. Further details are given in the financial statements.

Page 1

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024

(continued)

a. Investments review

The Trust’s investments are held with M & G Investments (Charifund)

The dividend income received in the year ended 31 December 2024 was £43,353 and the Trust will receive further amounts next year.

At the end of the year the market value of the investment stood at £709,255.

In addition the Trust held £34,494 in cash funds.

b. Going concern

After making appropriate enquiries , the Trustees have a reasonable expectation that the Company has adequate resources to continue in operational existence for the foreseeable future. For this reason , they continue to adopt the going concern basis in preparing financial statements. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

Structure, governance and management

Reference and administrative details of the Company, its trustees and advisers

J W Parsons D J Parsons N Cobby M Pether R J Padfield L M Scantlebury

Page 2

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2024

Company registered
number 04937288
Charity registered
number 1100819
Registered office Little Manwood Farm
Sparrows Lane
Matching Green
Harlow
Essex
CM17 0RP
Company secretary L M Scantlebury

Approved by order of the members of the board of Trustees on 30 June 2025 and signed on their behalf by:

L M Scantlebury

Trustee

Page 3

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

STATEMENT OF TRUSTEES' RESPONSIBILITIES FOR THE YEAR ENDED 31 DECEMBER 2024

The Trustees (who are also the directors of the Company for the purposes of company law) are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the Trustees to prepare financial statements for each financial . Under company law, the Trustees must not approve the financial statements unless they are satisfied that they give a true and fair view of the state of affairs of the Company and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Company's transactions and disclose with reasonable accuracy at any time the financial position of the Company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the Company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the members of the board of Trustees on 30 June 2025 and signed on its behalf by:

L M Scantlebury Trustee

Page 4

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

INDEPENDENT EXAMINER'S REPORT FOR THE YEAR ENDED 31 DECEMBER 2024

Independent Examiner's Report to the Trustees of The Derek Shuttleworth Educational Trust ('the Company')

I report to the charity Trustees on my examination of the accounts of the Company for the year ended 31 December 2024.

Responsibilities and Basis of Report

As the Trustees of the Company (and its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the Company's accounts carried out under section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the 2011 Act.

Independent Examiner's Statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act other than any requirement that the accounts give a 'true and fair' view which is not a matter considered as part of an independent examination; or

  4. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities [applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)].

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed:

Dated: 30/06/2025

P Thain FCCA

Haslers

Chartered Accountants Old Station Road Loughton Essex IG10 4PL

Page 5

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

STATEMENT OF FINANCIAL ACTIVITIES (INCORPORATING INCOME AND EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31 DECEMBER 2024

Note
Income from:
Donations and legacies
2
Investments
3
Total income
Expenditure on:
Raising funds
4
Charitable activities
Total expenditure
Net income/(expenditure) before net gains on
investments
Net gains on investments
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2024
£
-
43,424
43,424
700
35,308
36,008
7,416
18,020
25,436
718,313
25,436
743,749
Total
funds
2024
£
-
43,424
43,424
700
35,308
36,008
7,416
18,020
25,436
718,313
25,436
743,749
Total
funds
2023
£
750
15,771
16,521
4,960
28,771
33,731
(17,210)
25,925
8,715
709,598
8,715
718,313

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 9 to 15 form part of these financial statements.

Page 6

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee) REGISTERED NUMBER: 04937288

BALANCE SHEET AS AT 31 DECEMBER 2024

Note
Fixed assets
Investments
8
Current assets
Cash at bank and in hand
Net current assets
Total assets less current liabilities
Net assets excluding pension asset
Total net assets
Charity funds
Restricted funds
9
Unrestricted funds
9
Total funds
34,494
34,494
2024
£
709,255
709,255
34,494
743,749
743,749
743,749
-
743,749
743,749
27,078
27,078
2023
£
691,235
691,235
27,078
718,313
718,313
718,313
-
718,313
718,313

Page 7

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee) REGISTERED NUMBER: 04937288

BALANCE SHEET (CONTINUED) AS AT 31 DECEMBER 2024

The Company was entitled to exemption from audit under section 477 of the Companies Act 2006.

The members have not required the company to obtain an audit for the year in question in accordance with section 476 of Companies Act 2006.

The Trustees acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and preparation of financial statements.

The financial statements have been prepared in accordance with the provisions applicable to entities subject to the small companies regime.

The financial statements were approved and authorised for issue by the Trustees on 30 June 2025 and signed on their behalf by:

L M Scantlebury

Trustee

The notes on pages 9 to 15 form part of these financial statements.

Page 8

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

1. Accounting policies

1.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

The Derek Shuttleworth Educational Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

1.2 Income

All income is recognised once the Company has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

1.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources. Central staff costs are allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use.

Expenditure on raising funds includes all expenditure incurred by the Company to raise funds for its charitable purposes and includes costs of all fundraising activities events and non-charitable trading.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Company's objectives, as well as any associated support costs.

Grants payable are charged in the year when the offer is made except in those cases where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

All expenditure is inclusive of irrecoverable VAT.

1.4 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Page 9

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST (A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

1. Accounting policies (continued)

1.5 Financial instruments

The Company only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

1.6 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Company and which have not been designated for other purposes.

Investment income, gains and losses are allocated to the appropriate fund.

2. Income from donations and legacies

Unrestricted
funds
2024
£
Donations
-
Total 2023
750
Total
funds
2024
£
-
750
Total
funds
2023
£
750

3. Investment income

Unrestricted
funds
2024
£
Income from local listed investments
43,353
Investment income - local cash
71
43,424
Total 2023
15,771
Total
funds
2024
£
43,353
71
43,424
15,771
Total
funds
2023
£
15,324
447
15,771

Page 10

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

4. Investment management costs

Unrestricted
funds
2024
£
Administration expenses
700
Total 2023
4,960
5.
Analysis of grants
Grants
made
2024
£
Grants
34,000
Total 2023
25,600
Total
funds
2024
£
700
4,960
Total
funds
2024
£
34,000
25,600
Total
funds
2023
£
4,960
Total
funds
2023
£
25,600

Page 11

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

Detailed analysis of grants

Matching Green C of E Primary School
Moreton C of E Primary School
Ongar (Shelley) Primary School
Matching Green Cricket Club
Queen M ary University of London
Half Moon Young People Theatre
Toynbee Hall
Spitalfields Festival Neighbourhood Schools
Clios Company
Dr Walker's C of E Primary School, Fyfield
Apollo Music
Individual Students
Copped Hall Gardens Project
2024
£
2,000
3,000
-
2,500
3,000
3,000
3,000
3,500
3,000
4,000
3,500
2,500
1,000
34,000
2023
£
-
3,000
3,000
-
-
3,000
3,000
3,000
3,000
3,000
3,000
1,600
-
25,600

6. Support costs

Bank charges
Other support costs
2024
£
72
1,236
1,308
2023
£
121
3,050
3,171

Page 12

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

7. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2023 - £NIL) .

During the year ended 31 December 2024, no Trustee expenses have been incurred (2023 - £NIL) .

8. Fixed asset investments

Cost or valuation
At 1 January 2024
Revaluations
At 31 December 2024
Net book value
At 31 December 2024
At 31 December 2023
Listed
investments
£
691,234
18,020
709,255
709,255
691,234

Page 13

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

9. Statement of funds

Statement of funds - current year

Balance at
Balance at 1 31
January Gains/ December
2024 Income Expenditure (Losses) 2024
£ £ £ £ £
Unrestricted funds
Listed Investment 718,313 43,424 (36,008) 18,020 743,749
Statement of funds - prior year
Balance at
Balance at 31
1 January Gains/ December
2023 Income Expenditure (Losses) 2023
£ £ £ £ £
Unrestricted funds
Listed Investment 709,598 16,521 (33,731) 25,925 718,313

Page 14

THE DEREK SHUTTLEWORTH EDUCATIONAL TRUST

(A Company Limited by Guarantee)

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2024

10. Analysis of net assets between funds

Analysis of net assets between funds - current period

Unrestricted
funds
2024
£
Fixed asset investments
709,255
Current assets
34,494
Total
743,749
Analysis of net assets between funds - prior period
Unrestricted
funds
2023
£
Fixed asset investments
691,235
Current assets
27,078
Total
718,313
Total
funds
2024
£
709,255
34,494
743,749
Total
funds
2023
£
691,235
27,078
718,313

11. Related party transactions

The Company has not entered into any related party transaction during the year, nor are there any outstanding balances owing between related parties and the Company at 31 December 2024.

Page 15

The Derek Shuttleworth Educational Trust Company No: 04937288 (England and Wales)

Haslers

Old Station Road Loughton Essex IG10 4PL

Dear Sirs,

The following representations are made on the basis of enquiries of management and staff with relevant knowledge and experience such as we consider necessary in connection with your audit of the company's financial statements for the ended 31 December 2024. These enquires have included inspection of supporting documentation where appropriate. All representations are made to the best of our knowledge and belief.

GENERAL

ASSETS AND LIABILITIES

DIRECTORS BENEFITS: ADVANCES, CREDIT AND GUARANTEES

TRANSACTIONS WITH RELATED PARTIES

INTERNAL CONTROL AND FRAUD

LAWS AND REGULATIONS

GOING CONCERN

SUBSEQUENT EVENTS

ACCOUNTING POLICIES

ACCOUNTING ESTIMATES

ADJUSTED JOURNALS

UNADJUSTED ERRORS

We acknowledge our legal responsibilities regarding disclosure of information to you as auditors and confirm that so far as we are aware, there is no relevant audit information needed by you in connection with preparing your audit report of which you are unaware.

Each director has taken all the steps that he ought to have taken as a director in order to make himself aware of any relevant audit information and to establish that you are aware of that information.

Yours faithfully,

Signed on behalf of the Board of Directors

L M Scantlebury___

Dated: 30/06/2025