Trustees' Annual Report for the period
Period start date Period end date 22 07 2022 31 03 2023
From To
Section A Reference and administration details
Charity name The 1887 Alfred Sharp Bingley Educational Trust
Other names charity is known by
N/A
Registered charity number (if any) 1199830
| Charity's principal address | City of Bradford MDC | City of Bradford MDC |
|---|---|---|
| Finance, 5thFloor, Britannia House, Hall Ings, Bradford, | ||
| West Yorkshire | ||
| Postcode | BD1 1HX |
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) |
|---|---|---|---|---|
| City of Bradford MDC |
N/A | N/A | N/A | |
| Russell Brown | N/A | N/A | ||
| Mohammed Shafiq | N/A | N/A | ||
| Doreen Lee | N/A | N/A | ||
| Zafar Ali | N/A | N/A | ||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
March 2012
TAR
1
Names and addresses of advisers (Optional information) Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Section B Structure, governance and management Description of the charity’s trusts Type of governing document (eg. trust deed, constitution)[Constitution] How the charity is constituted (eg. trust, association, company)[Charitable Incorporated Organisation (CIO)] Trustee selection methods Corporate Trustee - current members of City of Bradford MDC’s (eg. appointed by, elected by) Regulatory and Appeals Committee
Additional governance issues (Optional information)
-
You may choose to include N/A
-
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
March 2012
TAR
2
To advance the education of children and adults in the former Bingley Improvement District in such ways as the charity trustees think fit, including by awarding financial grants to individuals and/or schools and Summary of the objects of the other educational organisations in the area. charity set out in its governing document Education/training. Helps other charities or voluntary bodies. Makes grants to individuals and organisations. The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Trust’s aims and objectives and in planning future activities and setting the grant-making policy for the year. 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)
March 2012
TAR
3
N/A
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
Section D Achievements and performance
March 2012
TAR
4
Section D Achievements and performance
Summary of the main The 1887 Alfred Sharp Bingley Educational Trust was registered with the achievements of the charity Charity Commission as a Charitable Incorporated Organisation (CIO) on during the year 27.07.2022. At a meeting as Trustees, of the City of Bradford MDC’s Regulatory and Appeals Committee, on 27.10.2022, the trustees considered the options for the process for providing grant funds to institutions and groups in Bingley, including a Community Chest model and a Transformation Fund method. It was agreed that the meeting should be adjourned to 24.11.2022, to allow Council officers to respond to questions from the trustees. At a meeting as Trustees, of the City of Bradford MDC’s Regulatory and Appeals Committee, on 24.11.2022, the trustees resolved: (1) That the Trust Grant be allocated within the Bingley Improvement District. (2) That the six schools, which includes, Myrtle Park Primary, St. Joseph Primary, Trinity All Saints Primary, Priestthorpe Primary, Beckfoot School and Hazelbeck School, within the Bingley Improvement District be invited to bid for up to £30,000 for projects. (3) That other Educational Institutions, within the Bingley Improvement District be invited to bid from the discretionary fund for local projects. (4) The 1887 Alfred Sharp Bingley Educational Trust Panel be established, comprising, Bingley Ward Members, Bingley Rural Member, representative from Bingley Town Council and a Non-Voting Ward Officer. (5) That the terms of reference to be drafted which sets out the objectives of The 1887 Alfred Sharp Bingley Educational Trust Panel; and (6) The 1887 Alfred Sharp Bingley Educational Trust Panel submit a report annually to the Regulatory and Appeals Committee. At a meeting as Trustees, of the City of Bradford MDC’s Regulatory and Appeals Committee, on 15.12.2022, the trustees considered the application forms drafted by the Ward Officer Bingley and Baildon Wards and resolved: (1) That the maximum funding amount for the discretionary element be set at £5,000, for any applications over this amount, matched funding is encouraged and the applicant/organisation be asked to contact the Ward Officer for Bingley and Baildon Wards to discuss the application further. (2) That there be two application rounds for the discretionary element and that applicants be advised that repeat applications will not be encouraged. No financial grants were awarded by The 1887 Alfred Sharp Bingley Educational Trust in 2022-23.
Section E Financial review
March 2012
TAR
5
Brief statement of the N/A charity’s policy on reserves Details of any funds materially N/A in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
N/A
-
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
N/A
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) City of Bradford MDC City of Bradford MDC Full name(s) City of Bradford MDC City of Bradford MDC Position (eg Secretary, Chair, etc) Corporate Trustee Corporate Trustee Date 20.12.2024 |
Signature(s) City of Bradford MDC City of Bradford MDC Full name(s) City of Bradford MDC City of Bradford MDC Position (eg Secretary, Chair, etc) Corporate Trustee Corporate Trustee Date 20.12.2024 |
Signature(s) City of Bradford MDC City of Bradford MDC Full name(s) City of Bradford MDC City of Bradford MDC Position (eg Secretary, Chair, etc) Corporate Trustee Corporate Trustee Date 20.12.2024 |
|---|---|---|
| Corporate Trustee | Corporate Trustee | |
| 20.12.2024 | ||
| 20.12.2024 |
March 2012
TAR
6
The 1887 Alfred Sharp Bingley Educational Trust
1199830
Receipts and payments accounts
22.07.2022 31.03.20023
For the period from To
Section A Receipts and payments
| Section A Receipts and payments | |||
|---|---|---|---|
| Unrestricted funds to the nearest £ A1 Receipts Bank Interest 5,392 - - - - - - - 5,392 - - Sub total - Total receipts 5,392 A3 Payments - - - - - - - - - Sub total - - - Sub total - Total payments - Net of receipts/(payments) 5,392 A5 Transfers between funds - A6 Cash funds last year end 224,526 Cash funds this year end 229,918 Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
Restricted funds to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
| - - - - - - - - - |
5,392 | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| 5,392 | |||
| - - - |
- | ||
| - | |||
| - | |||
| - | 5,392 | ||
| - - - - - - - - - - |
- | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - - - |
- | ||
| - | |||
| - | |||
| - | - | ||
| - | - - - - |
5,392 | |
| - | - | ||
| - | 224,526 | ||
| - | 229,918 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Cash Funds (agree balances with receipts and payments account(s)) Details Details Details Details Signature Cityof Bradford Metropolitan District Council Total cash funds |
Unrestricted funds to nearest £ to nearest £ 229,918 - - - - - 229,918 - OK OK Unrestricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates - - - - - Print Name Restricted funds Restricted funds Amount due (optional) |
to nearest £ Restricted funds |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| to nearest £ Restricted funds |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Cost (optional) | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Cost (optional) | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Amount due (optional) |
|||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Cityof Bradford Metropolitan District Council | Cityof Bradford Metropolitan District Council | ||
CC16a
Last year
to the nearest £
-
-
-
-
----- Start of picture text -----
Endowment
funds
to nearest £
-
-
-
-
----- End of picture text -----
----- Start of picture text -----
OK
----- End of picture text -----
Endowment funds to nearest £
----- Start of picture text -----
-
-
-
-
-
-
----- End of picture text -----
----- Start of picture text -----
Current value
(optional)
-
-
-
-
-
----- End of picture text -----
Current value (optional)
When due (optional)
Date of approval 20.12.2024