## **Trustees’ Annual Report for the period** ## **From 1 January 2024 (Period start date) To 31 December 2024 (Period end date)** ## **Charity name: ORCHARD HOUSE SCHOOL EDUCATIONAL TRUST** ## **Charity registration number: 1198567** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|(a) To advance the charitable education
of pupils at Orchard House School
of 16 Newton Grove London W4
1LB in such manner as the trustees
shall think fit so long as the same
shall be charitable and in particular
through the award of bursaries,
scholarships, exhibitions, prizes and
grants to such pupils, and by
making such payments as they shall
in their absolute discretion
determine for the development of
the said school, its grounds and
buildings (including the provision of
recreational areas and facilities), for
the purchase of books (or any other
educational publications) and
equipment (including musical
instruments) for the said school, and
by funding specialist teaching posts
at the said school.
(b) To support such charity or charities
or for such charitable purposes as
the trustees shall from time to time
in their absolute discretion
determine.| |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 raised funds through
donations, mainly from parents at Orchard
House School and the owner of the school,
Dukes Education, and used those
donations to fund means-tested bursaries
for children at Orchard House School.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|In planning our activities, the trustees have
given careful consideration to the Charity
Commission’s guidance on public benefit,
and in particular to its supplementary public
benefit guidance on advancing education.| ## **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|The charity continued to fund the fees of
pupils at Orchard House School, giving the
pupils access to educational facilities which
those pupils would not otherwise have
been able to access, and providing a
variety of opportunities for those pupils’
development. One bursary student
completed their time at Orchard House
School, going on to secure a full bursary at
their future secondary school. Recruitment
for a new bursary student took place during
the year, with an offer made to two
students who commenced at the school,
one in Year 3 and the other in Year 4, in
September 2024.
Four of the charity’s trustees remained in
place throughout the year, providing it with
continuity of leadership and skills. In
addition, three new trustees were
appointed in March, bringing additional
marketing and communication skills.
The charity has continued to forge
relationships with the leadership team at
Orchard House School, the Orchard House
School Parents Association and the
ownership group of Orchard House School,
Dukes Education.| **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|There were net incoming resources of
£59,092.46 during the period, resulting in a
healthy end-of-year net asset figure of
£197,758.18.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The trustees review the finances of the
Trust at each meeting and have regard to
the available cash reserves and likely
future income in deciding the ability to grant
bursaries. The guiding principle is to hold a
minimum of two terms’ fees per bursary
student on reserve. At present, our excess
over this amount is not a concern.| |Amount of reserves held|Para 1.22|£197,758.18| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |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|
School based fundraising and parental
donations are the principal source of funds.| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|Not applicable.| |A description of the principal
risks facing the charity|Para 1.46|(a) Identifying suitable candidates for
bursaries.
(b) Fundraising to ensure sufficient
resources to support bursaries
granted.| |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|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 interviewed upon application.
Candidates’ skills sets and biographies are
circulated to all trustees, and the board
then votes on appointments.| ## **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|
All trustees receive copies of relevant Trust
documents and financial statements. New
trustees have access to existing trustees in
the event of any queries.| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The trustees split the roles of fundraising,
marketing and bursary student liaison
between them. The Chair typically liaises
with the school heads and owners and
there is a Treasurer to deal with finances.| |Relationship with any
related parties|Para 1.51|The owner, Dukes Education, discounts the
school fees of the scholar by 50% per
financial year.| |Other||| ## **Reference and Administrative details** |Charity name|Orchard House School Educational Trust| |---|---| |Other name the charity uses|| |Registered charity number|1198567| |Charity’s principal address|16 Newton Grove
London
W4 1LB| ||| ## **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)**| |---|---|---|---|---| ||KimberlyGroat|Trustee||| ||Alicia Heeneman-
Wong|Trustee||| ||ChipHorne|Chair||| ||Sarah Roberts|Trustee|18.03.24 – 31.12.24|| ||Mina Sokmen-
Kossoras|Trustee|18.03.24 – 31.12.24|| ||Lina Tebbs|Trustee|18.03.24 – 31.12.24|| ||TracyYam|Hon Treasurer||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## – Corporate trustees names of the directors at the date the report was approved **Director name** None Name of trustees holding title to property belonging to the charity |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |None||| |||| |||| |||| ## **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** |**Orchard House School Educational Trust**
**Registered Charity Number 1198567**
**Accounting Statement**
**Receipts and Payments Basis forperiod 1January 2024 - 31 December 2024**|**Orchard House School Educational Trust**
**Registered Charity Number 1198567**
**Accounting Statement**
**Receipts and Payments Basis forperiod 1January 2024 - 31 December 2024**| |---|---| |**Incoming Resources**
Donations
Fundraising Income
**Total Incoming Resources**
**Resources Expended**
Charitable Activities
Cost of Generating Funds
Costs of Fundraising (including advertising for bursary students)
Administrative Costs/Other Costs
**Total Resources Expended**
**Net Incoming/(Outgoing) Resources**
Cash Funds at 1 January 2024
Cash Funds at 31 December 2024
**Statement of Assets and Liabilities for 2024**
**Cash Funds**
Metro Bank
**Other Monetary Assets**
Amount due from Fundraising Activities in 2025
Secured Donations in 2025
**Liabilities**
Commitments made for Charitable Activities in 2025
**Net Assets**|**2024**
**£**
**£**| ||29,804
29,290
**59,093**
(23,805)

(964)
0
**(24,770)**
**34,324**
**163,734**
**197,758**
197,758
**197,758**
0
4,265
**4,265**
(23,988)
**(23,988)**
**178,035**| |All the trust's funds are unrestricted funds.
Tracy Yam
Hon Treasurer
We approve the accounts and acknowledge our responsibility for them, and for providing all information and explanations necessary for their compilation.
Signed on behalf of the Trustees|| Independent examinerfs report to the trustees of Orchard House School Educational Trust I report to the trustees on my examination of the accounts of the Orchard House School Educational Trust (the Trust) for the year ended 31 December 2024. Responsibilities and basis of report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act,). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent examinerfs statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: accounting records were not kept in respect of the Trust as required by section 130 of the Act; or 2. the accounts do not accord with those records. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Name: O PlA￿D(-Lov Relevant professional qualification or membership of professional bodies (if any): I LA Address: IGL LQorLOV wiy e,ui Date: ItlosIIs