
## **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<br>the charity as set out in its<br>governing document|Para 1.17|a. the advancement of education for the<br>public benefit in East Anglia (the “**area**<br>**of**<br>**benefit**”)<br>including but without<br>limitation<br>by<br>the<br>provision<br>and<br>assistance in the provision of grants<br>and programmes to support schools,<br>colleges,<br>educational<br>settings<br>and<br>charities to benefit children and young<br>people up to the age of 25 including,<br>but not limited to, those from vulnerable<br>and disadvantaged backgrounds; and<br>a. to act as a resource for children and<br>young people up to the age of 25 within<br>the area of benefit, by providing<br>assistance and organising programmes<br>as a means of advancing in life and<br>helping children and young people by<br>developing<br>their<br>skills,<br>capacities,<br>expectations and capabilities to enable<br>them to participate in society as<br>independent, mature and responsible<br>individuals<br>and<br>to<br>improve<br>their<br>chances of accessing a wide range of<br>careers.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|**The charity has identified grant making**<br>**activities during 2024-25 while in the set**<br>**up phase. Case study project to be the**<br>**focus of next stage of set-up.**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Trustees have regard to Charity**<br>**Commission guidance and access**<br>**guidance via the charity website during**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**Whilst in set up phase, the charity has**<br>**worked on relevant policies and secured**<br>**a domain name for developing a**<br>**website. The charity has a trustee body**<br>**with a range of trustee skills. The charity**<br>**has been in an exploratory phase in**<br>**conversation with potential delivery**<br>**partners and potential funders to ensure**<br>**we create strong programmes to**<br>**support the objects of the charity. The**<br>**charity is proposing a test case for a**<br>**delivery programme to test assumptions**<br>**prior to delivery phase.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41|
|---|---|





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|---|---|---|---|---|
||Performance of fundraising|Para 1.41|||
||activities against objectives||||
||set||||
||Investment performance|Para 1.41|||
||against objectives||||
||Other||||
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## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity continues to hold some set**<br>**up expenditure funding**<br>**The charity also hold a small seed fund**<br>**to establish a case study for delivery as**<br>**part of set up to test assumptions about**<br>**our proposed delivery model.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We hold no reserves at this point and**<br>**will develop a policy for when we do**<br>**hold reserves**|
|Amount of reserves held|Para 1.22|**0**|
|Reasons for holding zero<br>reserves|Para 1.22|**In set up phase no reserve funding at**<br>**this point**|
|Details of fund materially in<br>deficit|Para 1.24|**0**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>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<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||
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## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Trust Deed**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|<br>Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Elect Trustees to post following an**<br>**initial interview process with founding**<br>**trustees including the Chair of trustees.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

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|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||
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## **Reference and Administrative details** 

|Charity name|East Anglian Education Trust|
|---|---|
|<br>Other name the charity uses|<br>EAST3T|
|Registered charity number|1198250|
|<br>Charity’s principal address|c/o Robert Arkenstall Primary School<br>Camping Close<br>Haddenham<br>Ely<br>Cambs<br>CB6 3UA|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**<br>**Nam**<br>**e of**<br>**pers**<br>**on**<br>**(or**<br>**bod**<br>**y)**<br>**entit**<br>**led**<br>**to**<br>**app**<br>**oint**<br>**trust**<br>**ee**<br>**(if**<br>**any)**|
|---|---|---|---|
||Penelope<br>Walkinshaw|Chair||
||Kate Bonney|||
||Patricia Pritchard|||
||Gillian Beasley|||
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– 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<br>held in this capacity|None|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>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**<br>**adviser**<br>**Name**<br>**Address**||||
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|**Name of chief executive or names of senior staff members (Optional information)**||||
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## **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** 

|<br> <br>2023/2024|<br> <br>2023/2024|2024/2025|
|---|---|---|
|**INCOME**<br> <br>**£**<br>**£**|||
|Core Funding Donation from Fenland and East Cambs|||
|DfE  Opportunity Area  June 22<br> <br>0.00||0.00|
|Charitable Activities Grant Oct 22<br> 0.00||0.00|
|Total Income<br>0.00||0.00|
|Total Income<br>**EXPENDITURE**|||
|Logo Design<br> <br>0.00||0.00|
|Website URL Purchase<br>0.00||0.00|
|Website hosting monthly charge<br>120.00||437.69|
|Admin Support<br> <br>0.00||0.00|
|ICO<br>0.00||40.00|
|Insurance<br> 96.00||56.00|
|Total Expenditure<br> (216.00)||(533.69)|
|**NET BALANCE FOR THE YEAR**<br>**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 

