**To**
## **Trustees' Annual Report for the period**
Period start date Period end date 1st April 2022 31st March 2023
**From**
## Section A Reference and administration details
**Charity name**
Furness Education & Skills Partnership
**Other names charity is known by Registered charity number (if any)** 1183085
**Charity's principal address** c/o Barrow Island Primary School
Trinity Street Barrow-in-Furness, Cumbria Postcode LA14 2SJ
## **Names of the charity trustees who manage the charity**
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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)**|
|---|---|---|---|---|
||Jayne Moorby|Chair|||
||Janet Dixon|Treasurer|||
||Simon Craig|Secretary|12/07/22 -present||
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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**
**TAR**
January 2024
1
## **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**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution
Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted
- (eg. trust, association, company)
Elected by Board of Trustees Trustee selection methods
(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;
- 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’s objects (‘the objects’) are: To act as a resource for young people living in Furness and the surrounding areas by providing advice and assistance and organising programmes of physical, educational and other activities as a means of: (a) advancing in life and helping young people by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals; (b) advancing education; (c) relieving unemployment.
**TAR**
January 2024
2
The charity’s activities are designed to:
- equip local young people with knowledge, skills and aspirations relevant to a competitive 21st century market-place
- - enable and drive enterprise, innovation and long-term growth in the local, regional and national economy
## Our activities
- build a balanced and effective local education and business partnership
- raise awareness of potential career pathways for young people, not only in the minds of young people themselves, but also in the
- **Summary of the main** minds of their teachers and their parents through projects and
- **activities undertaken for the** activities delivered in partnership with local employers (eg
- **public benefit in relation to** Building My Skills programme from Key Stage 1 – Key Stage 4)
- **these objects (include within** - increase young people’s aspirations by making learning
- **this section the statutory** experiential, thus removing barriers such as lack of self-belief,
- **declaration that trustees have** lack of professional voice etc (e.g. Happy & Healthy Lifestyles
- **had regard to the guidance** Project)
- **issued by the Charity** - provide current, real-world applied learning opportunities for
- **Commission on public** young people in all three education phases which increases
- **benefit)**
- provide current, real-world applied learning opportunities for young people in all three education phases which increases engagement as learning has purpose (eg Barrow & District Association of Engineers Prize Scheme)
- develop those transferable skills which will aid young people at key transition points in their education and into the world of work (eg underpin activities in all projects with key learning and employability skills)
- aid in the development of well-informed, work-ready and employable young people and provide them with a portfolio of valuable experiences and a professional vocabulary
When planning and prioritising projects, trustees reviewed the guidance issued by the charity commission on public benefit.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**TAR**
January 2024
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
Our charity worked with schools in each of the five wards in Barrow in Furness that fall within the 10% most deprived areas in England. We regularly work with 25 primary schools, 6 secondary schools and 1 college.
Furness Education & Skills Partnership (FESP) has continued to build partnerships with many local schools and education providers as well as the business community, with the involvement of many new organisations in project delivery.
The FESP team operate at the forefront of innovative thinking and have continued to work with national partners and the Department for Education in terms of research, project design and best practice delivery. Much work has also been undertaken on governance and policies & procedures to ensure excellence in all we do, this work has enabled the charity to secure multiyear core funding to continue the sustainable delivery of key programmes.
It has been a year of incredible success in delivery, the team is proud to have 100% of secondary schools and 80% of primary schools locally working with us and collectively FESP has delivered 6,328 learning outcomes. Programmes such as Build My Skills, the Barrow Engineering Project and the BDAE bursary scheme have continued successfully and the new Step up and Play programme, enabling children from four schools in the central ward of Barrow to access sports has been a huge success, even winning a ‘Cumbria Sport Award’.
UlverSTEM and the Furness STEM show remain annual highlights with over 2,500 attendees across the two events in Ulverston and Barrow. Feedback for these events is extremely positive from young people, schools and parents and support from the business community delivering hands on activities and careers information continues to grow. By delivering the Barrow Engineering Project we provided funding for 11 primary schools and 6 secondary schools to participate in Tomorrow’s Engineers Week and British Science Week.
**TAR**
January 2024
4
## **Section E Financial review**
Any reserves accumulated are being used to ensure future sustainability.
## **Brief statement of the**
**charity’s policy on reserves**
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
The principle source of funds is from grants to support specific projects. The grants relate to the objectives of the charity.
All grants have KPIs and these in turn are related to the charity’s objectives. The charity reports on the KPIs to the funders. Without the support of the funders the charity would not be able to achieve its objectives.
The expenditure is directly related to the grant KPIs.
The charity has no investments but if it did in the future, it would adopt an ethical investment policy.
- 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)**
**Full name(s)**
**Position (eg Secretary, Chair,**
**etc)**|||
|---|---|---|
||Victoria Jayne Moorby|Janet Dixon|
||
Chair (during the reporting period)|Treasurer|
**Date** 25-1-2024
**TAR**
January 2024
5
TAR
January 2024
||**Furness Education & Skills Partnersip**|**Furness Education & Skills Partnersip**|**Furness Education & Skills Partnersip**|**1183085**|**1183085**|**CC16a**|
|---|---|---|---|---|---|---|
||**For the period**
**from**|01/04/2022|**To**|31/03/2023|||
||||||||
|**Section A Receipts and payments**|||||||
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**9,363**
**-**
**9,363**|**Restricted**
**funds**
**to the nearest £**
**136,202**
**-**
**136,202**
**-**
**-**
**-**
**136,202**
**157,901**
**1,043**
**8,239**
**-**
**167,183**
**-**
**-**
**-**
**167,183**
**(30,981)**
**(9,363)**
**64,009**
**23,665**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**136,202**
**-**
**-**
**136,202**
**-**
**-**
**-**
**136,202**
**157,901**
**1,043**
**8,239**
**-**
**167,183**
**-**
**-**
**-**
**167,183**
**(30,981)**||**Last year**
**to the nearest £**|
|Donations & Grant Income|**-**||**-**
**-**
**-**
**-**|**136,202**||**182,475**|
||**-**|||**-**||**-**|
||**-**|||**-**||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|
**-**|||**136,202**||**182,475**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||**-**
**-**
**-**|**-**|||
||**-**|||**-**||**-**|
|**_Sub total_**|
**-**|||**-**||**-**|
|**_Total receipts_**
**A3 Payments**|||||||
||||**-**|**136,202**||**182,475**|
||||||||
|
Project costs|**-**||**-**
**-**
**-**
**-**
**-**|**157,901**||**134,758**|
|Support costs|**-**|||**1,043**||**772**|
|Grant Clawback|**-**|||**8,239**||**4,240**|
||**-**|||**-**||**-**|
|**_Sub total_**|**-**|||**167,183**||**139,770**|
||||||||
|**A4 Asset and investment**
**purchases (see table)**|||||||
|**,**|**-**||**-**
**-**
**-**|**-**|||
||**-**|||**-**|||
|**_Sub total_**|**-**|||**-**||**-**|
|**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||
||||**-**|**167,183**||**139,770**|
||||||||
||**-**|**(30,981)**|**-**|**(30,981)**||**42,705**|
||**9,363**|**(9,363)**|**-**
**-**|**-**||**-**|
||**-**|**64,009**||**64,009**||**21,304**|
||**9,363**|**23,665**|**-**|**33,028**||**64,009**|
CCXX R1 accounts (SS)
29/01/2024
1
|**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**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**B5 Liabilities**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**|**Details**
**Details**
**Details**
Cash at bank
**Details**
Signature
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**9,363**
**23,665**
**-**
**-**
**-**
**-**
**9,363**
**23,665**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
Print Name
Victoria Jayne Moorby
Janet Dixon|**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
||||Date of
approval|
|||Victoria Jayne Moorby|25/01/2024|
|||Janet Dixon|25/01/2024|
CCXX R2 accounts (SS)
29/01/2024
2
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Section A
Independent Examiner's Report
Report to the tru8tee81
member8 of
FURNESS EDUCATION & SKILLS PARTNERSHIP
On accounts for the year
ended
3110312023
Charlty no
Ilf any)
1183085
Set out on pages
I report lo the trustees on my examination of the accounts of the above
¢harity I'lhe Trust'l for the year ended 3110312023.
Re8pon81bSlltle8 and As the charity trustees of the Trust, you are responsible lor the preparation
bas18 of report of the accounts in accordance with the requirements of the Charities Act
2011 1"the Acl'l.
I report in respect of my examination of the Trust's accounts carrfed out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed the applicable Directions given by the Charity Commission
under section 14515llbl of the Act,
I have completed my examination. I confirm that no material matters have
come lo my attention lother than that disclosed below ') in connection with
the examination which gives me cause lo believe that in, any material
respect..
accounting record8 were not kept in accordance with 8eclion 130 of
the Act or
the acoounts do not accord with the accounting records
Indopondent
oxamlner'8 statsment
I have no concems and have come acr088 no other matters in connection
with the examination lo which attention should be drawn in order lo enable
proper understanding of the accounts to be reached.
Please delete the words in tha bra¢k81$ rf they do not apply.
Slgnod:
Date:
Name:
J F Hornby. FCA
Relevanl professlonal
quallflcatlonlsl or body
Ilf any):
ICAEW
Address:
J F Hornby & Co, Chartered A¢¢ountsnts
The Towef, Dallongate Business Cenlre, Daltongate, Ulverston,
Cumbria, LA12 7AJ
IER
October 2018
Section B
Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32.
Independent examination of charity accounts.. directions and guidance for
examinersl.
Glvo here brief dètall8 of
any items that thè
examlner wishes to
disclose.
IER
October 2018