## **Trustees' Annual Report for the period**
||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
||Day|Month|Year||Day|Month|Year|
|**From **|1st|August|2020|**To**|31st|July|2021|
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1163654
QEHS FOUNDATION (GAINSBOROUGH)
**Charity's principal address** QEHS, Morton Terrace,
Gainsborough Lincolnshire **Postcode DN21 2ST**
**Names of the charity trustees who manage the charity**
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15|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
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||Rick Eastham|||Julian White|
||Julian White|||Pete Harrison|
||Pete Harrison|||Rick Eastham|
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
|**Name**|**Dates acted if not for whole year**|
|---|---|
|David Allsop|01.08.20 – 31.12.20|
|Neil Allan & Peter Russell|01.01.21 – 31.03.21|
|Rick Eastham|01.04.21 – 31.07.21|
|Julian White||
|Pete Harrison||
**TAR**
March **2012**
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## **Names and addresses of advisers (Optional information)**
|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser **
**Name**
**Address**|||
|**Legal**|James Conduit|Sills and Betteridge, Marshall’s Yard, Gainsborough|
|**Financial**|Kerry Peaker|QEHS, Morton Terrace, Gainsborough|
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**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
Constitution
(eg. trust deed, constitution)
How the charity is constituted
CIO
- (eg. trust, association, company)
Trustee selection methods
Ex-Officio
(eg. appointed by, elected by)
## **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;
The charity operates within the context of a school but sits separately to the main school accounts. The charity is overseen by the Resources Committee of the Governing Body and trustees report to the Resources Committee and their work is scrutinised by that committee.
With the departure of Headteacher, David Allsop, in December 2020, the acting Headteachers, Peter Russell and Neil Allan, fulfilled the trustee role in the interim period until new Headteacher, Rick Eastham, was appointed in April 2021.
- 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**
The Charity aims to support and assist the students of Queen Elizabeth’s High School by funding activities and events not covered by the school budget share and offering financial assistance to students of families on low incomes
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March **2012**
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The trustees are aware of and have due regard to the Public Benefit clause and have written their aims, as outlined above, with these in mind. QEHS is a maintained school and the intention of the charity is to either ensure it benefits as many members of the school as possible which in this case the trustees take as the ‘public’.
The trustees have no benefit from the charity save that which may occur if they have children in the school and those children in the school benefit from the activities of the charity.
**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)**
## **Additional details of objectives and activities (Optional information)**
The charity is always grateful to those individuals who act as trustees in giving freely of their time to ensure the charity carries out its aims.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
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March **2012**
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Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
- The charity has supported a number of projects this year including: provision of student rewards
- resources and refurbishment of the school’s counselling/welfare space
- part-funding towards a laser cutter for the technology department
- instruments and storage provision for the music department
The fund continues to maintain the school’s lockers which benefit all students and also ensure an income stream for the fund.
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March **2012**
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## **Section E Financial review**
During this financial year the fund did not have a reserves policy. **Brief statement of the** However, since then we have a policy which is to only plan to spend a **charity’s policy on reserves** maximum of 50% of assets in any given year.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
The charities principal sources of funding are parental donations and locker rentals.
Parental donations remained low during this period.
- 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**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Signed electronically **Full name(s)** Rick Eastham **Position (eg Secretary, Chair,** Trustee and Head of the School **etc)**
**Date** 22nd April 2022
**TAR**
March **2012**
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