**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**
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10
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12
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14
15
16
17
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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||||
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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**
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**|||
||||
||||
||||
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|**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:
- 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 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:
- policy on grantmaking;
- policy programme related investment;
- 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:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- 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)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||Saphire Took|19/10/2023|
|||Christine Meleady|19/10/2023|
CCXX R2 accounts (SS)
20/10/2023
2