## **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|
**----- Start of picture text -----**
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
**----- End of picture text -----**
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **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:|||
|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
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5
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8
9
10
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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)|
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## – 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||
|||||||
|**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 £**|
||||**-**|**2,792**|**3,539**|
||||**-**|**26**|**123**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**2,818**|**3,662**|
|||||||
||||**-**|**-**||
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
|||||||
||||**-**|**2,818**|**3,662**|
|||||||
||||**-**|**150**|**150**|
||||**-**|**3,200**|**3,200**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**-**|**-**|
||||**-**|**3,350**|**3,350**|
|||||||
||||**-**|**-**||
||||**-**|**-**||
||||**-**|**-**|**-**|
|||||||
|||||**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**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**to nearest £**
**Endowment**
**funds**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||||
|||||