Trustees’ Annual Report for the period
From April 6[th] 2024 Period start date To April 5[th ] 2025 Period end date Charity name: East Anglian Education Trust
Charity registration number: 1198250
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | a. the advancement of education for the public benefit in East Anglia (the “area of benefit”) including but without limitation by the provision and assistance in the provision of grants and programmes to support schools, colleges, educational settings and charities to benefit children and young people up to the age of 25 including, but not limited to, those from vulnerable and disadvantaged backgrounds; and a. to act as a resource for children and young people up to the age of 25 within the area of benefit, by providing assistance and organising programmes as a means of advancing in life and helping children and young people by developing their skills, capacities, expectations and capabilities to enable them to participate in society as independent, mature and responsible individuals and to improve their chances of accessing a wide range of careers. |
| 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 |
The charity has identified grant making activities during 2024-25 while in the set up phase. Case study project to be the focus of next stage of set-up. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trustees have regard to Charity Commission guidance and access guidance via the charity website during set up phase |
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 | Whilst in set up phase, the charity has worked on relevant policies and secured a domain name for developing a website. The charity has a trustee body with a range of trustee skills. The charity has been in an exploratory phase in conversation with potential delivery partners and potential funders to ensure we create strong programmes to support the objects of the charity. The charity is proposing a test case for a delivery programme to test assumptions prior to delivery phase. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 |
|---|---|
| Performance of fundraising | Para 1.41 | |||
| activities against objectives | ||||
| set | ||||
| Investment performance | Para 1.41 | |||
| against objectives | ||||
| Other | ||||
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity continues to hold some set up expenditure funding The charity also hold a small seed fund to establish a case study for delivery as part of set up to test assumptions about our proposed delivery model. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We hold no reserves at this point and will develop a policy for when we do hold reserves |
| Amount of reserves held | Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | In set up phase no reserve funding at this point |
| Details of fund materially in deficit |
Para 1.24 | 0 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a we are in set up phase |
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 (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
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 | Elect Trustees to post following an initial interview process with founding trustees including the Chair of trustees. |
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 | East Anglian Education Trust |
|---|---|
Other name the charity uses |
EAST3T |
| Registered charity number | 1198250 |
Charity’s principal address |
c/o Robert Arkenstall Primary School Camping Close Haddenham Ely Cambs CB6 3UA |
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 Nam e of pers on (or bod y) entit led to app oint trust ee (if any) |
|---|---|---|---|
| Penelope Walkinshaw |
Chair | ||
| Kate Bonney | |||
| Patricia Pritchard | |||
| Gillian Beasley | |||
– 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
Dates acted if not for whole year
Trustee name
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
None |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
Additional information (optional)
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) | Names and addresses of advisers (Optional information) |
|---|---|---|---|
| Type of adviser Name Address |
|||
| Name of chief executive or names of senior staff members (Optional information) | |||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
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) Penelope Walkingshaw Position (eg Secretary, Chair Chair, etc) Date 29/01/2025
East Anglia Education Trust Balance sheet For the year ended 5 April 2025
2023/2024 |
2023/2024 |
2024/2025 |
|---|---|---|
| INCOME £ £ |
||
| Core Funding Donation from Fenland and East Cambs | ||
| DfE Opportunity Area June 22 0.00 |
0.00 | |
| Charitable Activities Grant Oct 22 0.00 |
0.00 | |
| Total Income 0.00 |
0.00 | |
| Total Income EXPENDITURE |
||
| Logo Design 0.00 |
0.00 | |
| Website URL Purchase 0.00 |
0.00 | |
| Website hosting monthly charge 120.00 |
437.69 | |
| Admin Support 0.00 |
0.00 | |
| ICO 0.00 |
40.00 | |
| Insurance 96.00 |
56.00 | |
| Total Expenditure (216.00) |
(533.69) | |
| NET BALANCE FOR THE YEAR 7832.89 |
7299.20 |
The East Anglian Educational Trust (EAST3T) Charity No: 1198250
Registered address: c/o Robert Arkenstall School, Camping Close, Haddenham, CB6 3UA