Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 04 2022 To 31 03 2023
Section A Reference and administration details
Charity name SEND Monitoring Group
Other names charity is known by SEND MG
Registered charity number (if any) 1193547
Charity's principal address The Grainger Suite Dobson House Newcastle - upon - Tyne Postcode NE3 3PF
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) |
|---|---|---|---|---|
| Saphire Took | ||||
| Christine Meleady | ||||
| Susan Straw | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
TAR
March 2012
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) | ||
| Saphire Took - CEO |
Section B Structure, governance and management
Description of the charity’s trusts
CIO Constitution Type of governing document (eg. trust deed, constitution) Charitable Incorporated Organisation. How the charity is constituted (eg. trust, association, company) New trustees are voted in by trustees. Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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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 object of the CIO is to relieve the needs of persons aged up to 25 years who have or may have special educational needs (SEN) or additional support needs (ASN) and the primary carers of these persons by the following means: 3.1 by providing support and guidance to such persons; 3.2 by tackling discrimination affecting such persons; 3.3 by gathering evidence and undertaking research regarding the needs of such persons 3.4 by signposting other sources of help; and 3.5 by such other means (being charitable in law) as the trustees may from time to time consider appropriate.
TAR
March 2012
2
Carrying out of training workshops such as “Know your Rights” which empowers parents to know more about the rights of children with SEN, and “What assessment?” to demystify the assessment process for SEN. Research in a range of topics, this year we have had a focus on children categorised as having Social, Emotional, and Mental Health (SEMH) needs who have undiagnosed Cognitive and Communication needs. Mentoring families where appropriate.
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)
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
TAR
March 2012
3
Section D Achievements and performance
This year we have delivered several workshops which have empowered Summary of the main families to know and enforce the rights of their children. This has led to achievements of the charity families submitting and winning appeals at tribunal for their children in during the year order to secure appropriate education provision. Several children categorised as SEMH have been reassessed and have had their real SEN discovered and supported.
TAR
March 2012
4
Section E Financial review
It is our aim to build up and/or maintain 6 months of reserves from Brief statement of the unrestricted funds. 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:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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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)
Christine Meleady Full name(s) Saphire Hannah Alice Took Position (eg Secretary, Chair, Trustee etc)[Chair of Trustees ] Date 19/10/2023
TAR
March 2012
5
SEND Monitoring Group 1193547
Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts
Receipts and payments accountspts and payments accountsts and payments accountspayments accountsayments accountsyments accountsments accounts CC16a For the period Period start date Period end date To from 1st April 2022 31st March 2023
Section A Receipts and payments
| A1 Receipts | Unrestricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Restricted funds to the nearest £ - - - - - - - - - - - 625 1,725 2,340 - - - - - - 4,690 - - - 4,690 - 4,690 - 7,591 2,900 |
Endowment funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Total funds to the nearest £ - - - - - - - - - - - - - 625 1,725 2,340 - - - - - - 4,690 - - - 4,690 - 4,690 |
Total funds to the nearest £ - - - - - - - - - - - - - 625 1,725 2,340 - - - - - - 4,690 - - - 4,690 - 4,690 |
Last year to the nearest £ |
|---|---|---|---|---|---|---|
| - | ||||||
| - | ||||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| Sub total(Gross income for AR) |
- | - | ||||
| A2 Asset and investment sales, (see table). |
||||||
| - | ||||||
| - |
- | |||||
| ~~Sub total~~ | - | - | ||||
| Total receipts A3 Payments |
||||||
| - | ||||||
| Freelance Professional | - | |||||
| Admin/Stationery/Misc. | - | |||||
| Training | - | - | ||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| - | - | |||||
| **Sub total ** | - | - | ||||
| 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 |
||||||
| - | ||||||
| - | - 4,690 | - | - 4,690 |
- | ||
| - | - | - | - | - | ||
| - | 7,591 | - | 7,591 | - | ||
| - | 2,900 | - | 2,900 | - |
CCXX R1 accounts (SS)
20/10/2023
1
| Section B Statement of assets and liabilities at | Section B Statement of assets and liabilities at | the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Cash in Bank Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ - 2,900 - - - - - 2,900 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 Saphire Took Christine Meleady |
Endowment funds to nearest £ |
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
|||
| Saphire Took | 19/10/2023 | ||
| Christine Meleady | 19/10/2023 |
CCXX R2 accounts (SS)
20/10/2023
2