## **Trustees’ Annual Report for the period** **From** 01.04.2022 **To** 31.03.2023 **Charity name:** Poulner Infant School Nursery Trust ## **Charity registration number:** 1196301 ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To enhance the development and
education of children primarily under
statutory school age by encouraging
parents to understand and provide for the
needs of their children through community
groups.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Poulner Infant School Nursery Trust
provides funds to enhance the Early Years
education of children attending Poulner
Infant School Nursery.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|Due regard has been given to public
benefit guidance.| **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|Poulner Infant School Nursery Trust
became a registered charity in March 2021,
with 6 trustees in post. Since the Trust was
established, it has provided funding for
Early Years resources, including:
•
Good quality,‘real life’dressing up
clothes and other resources to further
develop the Curiosity Approach to
teaching Early Years.
•
Storage equipment to enable children
to be independent in their choices of
materials and resources.
•
Items to enhance the‘home from home’
feel of the Nursery environment.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |||| |---|---|---| |Achievements against
objectives set|Para 1.41|| |Performance of fundraising
activities against objectives
set|Para 1.41|| |Investment performance
against objectives|Para 1.41|| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|On 31stMarch 2023, Poulner Infant School
Nursery Trust held £28,143 in its business
current account.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Trust does not ringfence funds as a
reserve.| |Amount of reserves held|Para 1.22|0| |Reasons for holding zero
reserves|Para 1.22|The holding of reserves is deemed to be
unnecessary as the Trust has no regular
financial commitments. Any amounts paid
to Poulner Infant School Nursery are for
items or events outside of the school
budget, so are not relied upon by the
school for ongoing costs.| |Details of fund materially in
deficit|Para 1.24|None| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|None| **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document|Para 1.25|Trust Deed adopted 26thMarch 2021.| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Charitable Trust| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Trustees are appointed or reappointed at
the Annual General Meeting held in
November. The first trustees will hold office
for a period of 3 years, newly appointed
trustees will hold office for a term of 2
years.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Poulner Infant School Nursery Trust| |---|---| |Other name the charity uses|None| |Registered charity number|1196301| |Charity’s principal address|Poulner Infant School and Nursery
North Poulner Road
Ringwood
BH24 3LA| ## **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(if any)**| |---|---|---|---|---| ||Joe Moorhouse|Chairperson|26.3.2021 - present|Trustees| ||Michael Chase|Secretary|26.3.2021 - present|Trustees| ||Michelle Buckler|Treasurer|26.3.2021 - present|Trustees| ||Jo Conner||26.3.2021 - present|Trustees| ||JeremyHeron||26.3.2021 - present|Trustees| ||Sam Titley||26.3.2021 - present|Trustees| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets ## **Additional information (optional)** ## **Names and addresses of advisers (Optional information)** |**Type of**|**Name**|**Address**| |---|---|---| |**adviser**||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** ## **Declarations** **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)**
**Date**||| |---|---|---| ||
Joseph Richard Moorhouse|Michael David Chase| ||
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