The Emerson Trust
Trustees, Annual Report & Financial Ststements
for the Financial Period
from 6th April 2024 to 5th April 2025

The Emerson Trust
Reference & Administrative Details
Charity Details
Name .
Number:
Address.
The Emerson Trust
1177695
40 Edith Road, London W14 9BB
Trustees
Trustee
Date of appointment
26th March 2018
Date of resignation
nla
Julia Browning
Rachel Langton
Anthony Rice
Lucy Vernall
26th March 2018
nla
26th March 2018
n/a
26th March 2018
n/a
Structure, Governance & Management
Structure and governlng document
Structure
Governing document .
Charitable Incorporated Organisation
Constitution
Appointment of trustees
Trustees are appointed by a resolution passed at a meeting of the charity trustees. There must be at least
three trustees, all of whom must be natural persons aged 16 or more.
Objects and Activities
Object of the charity
The object of the CIO is to advance the education of primary school children who have special educational
needs ("SEN') that are not separately or fully addressed by the children's school(s).
Activities of the charity
The charity achieves its object by providing grants to help fund qualified specialist tuition for SEN children
whose parent(s) or other responsible adult(s) could not otherwise afford the fees. The charity's policy Is to
require a contribution from the parent(s) / responsible adult(s). The charity also funds group sessions for SEN
children from local schools.
The charity has an arrangement with Emerson House LLP ('EH"), a special needs learning centre, whereby
EH has committed, regardless of demand for places from elsewhere, to provide at least two places each term
to children funded by the Charity and to give a 20 % discount on the fees for such places.
Notwithstanding this, the Charity is open to funding places at other special needs schools where appropriate
andlor more cost-effective.
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The Emerson Trust
Achievements during the year
The charity continues to fund "Catch up Clubs" where small groups of children from a local school who are
behind in either literacy and/or mathematics attend Emerson House one afternoon a week during term time.
The Trustees believe these clubs have been very successful and consider them very good value for money.
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 charity's objects and policies in respect of the making of grants
The trustees agreed on a series of actions and policies in order to ensure public benefit in the disbursement
of the initial funds available to the charity, Including.
agreeing a process for identifying suitable pupils for support and for applying financial means-testing
of the pupil's family or alternative sources of support;
giving guidance to parents and other applicants for support towards obtaining state support for their
child's special needs;
ensuring that the charity follows best practice in critical areas including safeguarding and privacy,
deciding to identify and approach a primary school local to EH with the intention of establishing a
partnership arrangement with the school to provide funding of groups of pupils in touch typing andlor
literacy tuition,
negotiating with EH of a further significantly discounted rate for Its teaching services for the specialist
tutoring of Individual or groups of pupils;
agreeing to seek a longer term programme of funding for the charity once it had established a track
record in the individual pupil and local school partnership programmes.
Financial Review
Summary of finances for the year (and the previous period)
Total receipts in the year were £16,795 (£21,028)
Total payments were £13,512 (£9,923), of which £56 was spent on administration, £1,250 paid to HMRC
and £12,206 was spent directly on funding the programmes at Emerson House.
At the year end, the Charity had £35,095 in cash (£46,812).
Statement of the Charity's Policy on Reserves
The Charity has de minimis recurring income or overheads. Reserves at each year end are therefore calculated
taking into account existing accrued obligations, the coming year's anticipated overheads, and any existing
commitments to grantees. At 51h April 2025, Reserves were £20,469.
The Trustees have set a Reserves Target of £5,000.
Details of Any Funds Materially in Deficit
The charity had no funds which were matenally in deficit at the date of the statement of assets & liabilities.
Status of the Charity's Finances
The Charity had no restricted or designated funds at the year end.
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The Emerson Trust
Particulars of Any Outstanding Guarantee Given by the Charity
The charity has given no guarantee where potential liability was outstanding at the date of the statement of
assets & liabilities.
Particulars of Any Outstanding Debt
At the date of the statement of assets and liabilities, the charity had an amount outstanding under a loan
agreement with a supporter of £10,000. The loan is due to be repaid on or before 5th April 2026. It Is unsecured.
Declaration
The Trustees declare that they have approved the above report and authorised that it be signed on their behalf.
Anthony Rice
Date . 19 November 2025
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The Emerson Trust
The Emerson Trust
Registered charity number 1177695
Receipts and payments accounts
For the period from 06-4)r-24
05-Apr-25
Section A . Recelpts and payn*nts
Unrestricted
funds
Restrlcted
funds
Endowment
funds
Total funds
Last yoar
to th• n•ar••t £
to th• n•ar•st £
to th• n•ir•st £
to th• n•ar•st £
A1 Recei
ts
Donabons from kne
ub￿C
Tax recO￿red from HMRC
Interest Inco￿
Bank co
nsatson
74
74
135
Sub total (Gross Inc¢>ne AR)
A2 Asset and Investment sales
see tsble
loans recelved.
Loan
Sub total
rotal receipts
16,795
16,795
46,028
A3Pa
ments
ants made
Bank char
es
Informabon ComrTrssioner fees
L alEn
Idenbfier fees
Tax re
aid to FK4RC
21
35
21
35
115
222
Sub total
13,512
13,512
9,923
A4 Asset and Investment
urchases loans re
aid
Loan repay￿￿nI
Sub total
15,000
1 S,OCrfY
rotal payments
28,512
28,512
9,923
Net of recelpts/(payments)
AS Transfers between funds
A6 Cash funds last year end
Cash funds this year end
(11,717)
(11,717)
36,105
46,812
46,812
10,707
35,095
35,095
46,812
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The Emerson Trust
Section B . StateThnt of assets and liabilities at the end of the perlod
UnrestrScted
Rostrlcted
funds
funds
to n•ar••t É
to n•ar•8t £
Endowment
funds
to n•ar•st £
Categories
D•tailg
B1 Cash funds
Cash In bank •cc¢xJnts
36.095
Totsl ush fun(ts
36,096
Unrestricted
funds
to n•ar••l £
Restricted
funds
to n•ar••t £
Endowment
funds
to n•ar•st £
Dotallq
Fund to
a8s•t b•lon
Details
Coot (optjonal)
Curr•nt valu•
onal
B3 Investment assets
Fund to hthlch
•M•t b•lon
Details
Cost (optlonaQ
Curr•nt valu•
B4 Assets retalned for the
charity's own uso
Fund to ￿ttIch
Iirount du•
onal
•n du•
Deiails
85 Llablllties
Loan from supporter
LknrestricÈd
Sig(￿d by one (x trustees iyi
behaff ol al ts trustees
Pnnt Na￿
Date of
roval
Signature
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