Trustees’ Annual Report for the period
From 01/04/2023 Period start date To 31/03/2024 Period end date
Charity name: English Martyrs’ Leicester Development Trust
Charity registration number: 1176648
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 1. The enrichment of the individual student experience in the extra-curricular and co- curricular programme of the school, particularly through the provision for sport, the arts (in which the school has a special status) and character building activities (including retreats, personal challenges and outdoor pursuits). 2. The future development and enhancement of the school through both the provision of additional facilities, art and equipment, as well as the maintenance of existing specialist facilities and equipment over and above that provided for the curriculum. 3. Supporting other student and staf initiatives as may from time to time be brought to the attention of the charity’s trustees. |
| 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 |
The Trust exists to fund educational opportunities, beyond what is provided in regular lessons especially in the arts (music, dance, drama, art, and design), sports and other activities, exclusively for students of English Martyrs’ Catholic Voluntary Academy, Leicester. It will also support the purchasing of new equipment for the school to ensure |
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that the school’s facilities are
continually enhanced.
Statement confirming Para 1.18 Yes we have had regard to this
whether the trustees have guidance.
had regard to the guidance
issued by the Charity
Commission on public
benefit
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Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference
In place
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
Para 1.38
Contribution made by
volunteers
Other
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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 | The charity has supported a number of projects for our young people. We provided reading books for Year 7 and instrumental music lessons - £3,200. |
| Additional information (optional) You may choose to include further statements where relevant about: |
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| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | The regular giving commitment from parents and alumni continues to grow and now provides a regular monthly income of £2,792.00 |
| Investment performance against objectives |
Para 1.41 | Poor. Trustees looking to find better. |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity is building its reserves and funding small projects at this time. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Bids against the funds are received from the school. Covid 19 meant a reduction in the kind of activities which require this funding. |
| Amount of reserves held | Para 1.22 | £0 |
| Reasons for holding zero reserves |
Para 1.22 | No fnancial commitment beyond grants. |
| 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 where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 |
Other
Structure, Governance and Management
| Description of charity’s trusts: |
English Martyrs Leicester Development Trust only |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorporated Organisation. |
| 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 | A Board of Trustees elected annually at the Annual General Meeting (AGM) shall manage the Group.The Board shall consist of a maximum of eleven voting members |
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 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 |
Other
Reference and Administrative details
| Charity name | English Martyrs Leicester Development Trust |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1176648 |
| Charity’s principal address | English Martyrs Catholic School Anstey Lane Leicester LE4 0FJ |
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) |
|---|---|---|---|---|
| Benrnadette Mulligan-Cant |
Board | |||
| Ruth Inman | Board | |||
| Robert Vincent | Board (Treasurer) | |||
| Nkeiruka Onya | Board | |||
| Edward Hayes | Board (Chair) | |||
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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 Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
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) Edward Hayes
Position (eg Secretary, Chair Chair, etc) Date 27/11/2024
| Charity Name English Martyrs Leicester Development Trust |
Charity Name English Martyrs Leicester Development Trust |
Charity Name English Martyrs Leicester Development Trust |
No (if any) | CC16a | |
|---|---|---|---|---|---|
| For the period from |
4/1/2023 | To |
Period end date 3/31/2024 |
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| Section A Receipts and payments | |||||
| A1 Receipts Donations 2,792 Bank Interest 26 - - - - - - 2,818 - - Sub total - Total receipts 2,818 A3 Payments Bank Charges 150 Grants and donationspaid 3,200 - - - - - - - Sub total 3,350 - - Sub total - Total payments 3,350 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end 26,925 Cash funds this year end 26,378 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases,(see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 2,792 26 - - - - - - 2,818 - - - 2,818 150 3,200 - - - - - - - 3,350 - - - 3,350 26,925 26,378 |
Last year to the nearest £ |
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| - | 2,792 | 3,539 | |||
| - | 26 | 123 | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
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| - | 2,818 | 3,662 | |||
| - | - | ||||
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| - | 2,818 | 3,662 | |||
| - | 150 | 150 | |||
| - | 3,200 | 3,200 | |||
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| - | 3,350 | 3,350 | |||
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| - | - | ||||
| - | - | - | |||
| 3,350 | 4,486 | ||||
| 26,925 | 17,036 | ||||
| 26,378 | 26,925 |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Details Signature Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ - - - - - - - - Agreement Error OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
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| OK | |||
| to nearest £ Endowment funds |
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| Current value (optional) |
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| When due (optional) |
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| Date of approval |
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