## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year **From** 01 04 2023 **To** 31 03 2024
## Section A Reference and administration details
**Charity name Other names charity is known by Registered charity number (if any)** 1193547 **Charity's principal address**
SEND Monitoring Group CIO
SEND MG
9 Lime Street Amble Northumberland **Postcode NE65 0AD**
## **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||||
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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)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**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) 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 continued our focus on children categorised as having Social, Emotional, and Mental Health (SEMH) needs who have undiagnosed Cognitive and Communication needs, and are seeing lots of looked after children with this categorisation, and so will be focussing on that next year. 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
Delivery of workshops which have empowered families to know and **Summary of the main** enforce the rights of their children. This has led to families submitting and **achievements of the charity** winning appeals at tribunal for their children in order to secure **during the year** appropriate education. 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 6 months reserves from unrestricted funds.
**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;
- 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)**
SUSAN STRAW **Full name(s)** SAPHIRE TOOK **Position (eg Secretary, Chair,** CHAIR **etc) Date** 10/09/2024
**TAR**
March **2012**
5
**SEND Monitoring Groupg Group Groupp**
**SEND Monitoring Groupg Group Groupp 1193547 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01/04/2023 31/03/2024
## **Section A Receipts and payments**
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**300**
**1,000**
**-**
**-**
**-**
**-**
**-**
**1,300**
**-**
**-**
**-**
**1,300**
**1,222**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,222**
**-**
**-**
**-**
**1,222**
**78**
**-**
**-**
**78**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**1,875**
**1,025**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**2,900**
**-**
**-**
**-**
**2,900**
**- 2,900**
**-**
**2,900**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**300**
**-**
**1,000**
**-**
**-**
**-**
**-**
**-**
**1,300**
**-**
**-**
**-**
**1,300**
**1,875**
**2,247**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**4,122**
**-**
**-**
**-**
**4,122**
**- 2,822**|**Total funds**
**to the nearest £**
**300**
**-**
**1,000**
**-**
**-**
**-**
**-**
**-**
**1,300**
**-**
**-**
**-**
**1,300**
**1,875**
**2,247**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**4,122**
**-**
**-**
**-**
**4,122**
**- 2,822**|**Last year**
**to the nearest £**|
|---|---|---|---|---|---|---|
|Traded|**300**|||||**-**|
|Grants||||||**-**|
|Donations|**1,000**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**1,300**|||||**-**|
||||||||
|**A2 Asset and investment sales,**
**(see table).**|||||||
||**-**||||||
||**-**
|||||**-**|
|~~**_Sub total_**~~|**-**|||||**-**|
|**_Total receipts_ **
**A3 Payments**|||||||
|||||||**-**|
||||||||
|Freelanceprofessionals||||||**-**|
|Admin/Misc.|**1,222**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
||**-**|||||**-**|
|**_Sub total_ **|**1,222**|||||**-**|
||||||||
|**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_**|||||||
|||||||**-**|
||||||||
||**78**|**- 2,900**|**-**|
**- 2,822**||**-**|
||**-**|**-**|**-**|**-**||**-**|
||**-**|**2,900**|**-**|**2,900**||**-**|
||**78**|**-**|**-**|**78**||**-**|
CCXX R1 accounts (SS)
11/01/2025
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 £**
**78**
**-**
**-**
**-**
**-**
**78**
**-**
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
SAPHIRE TOOK|**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||SAPHIRE TOOK|10/09/2024|
|||SAPHIRE TOOK|10/09/2024|
CCXX R2 accounts (SS)
11/01/2025
2