
## **Trustees’ Annual Report for the period** 

**From February 24 2023 Period start date To August 31 2023   Period end date** 

## **Charity name: The Gaudete Trust** 

## **Charity registration number: 1202070** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**The advancement of the Catholic**<br>**religion. The provision, maintenance,**<br>**carrying on, oversight and development**<br>**of Catholic schools in England and**<br>**Wales conducted in accordance with the**<br>**teachings and Canon Law of the**<br>**Catholic Church.**|
|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 carries out a range of**<br>**activities in pursuance of its charitable**<br>**aims.**<br>**Collaborative work with trustees of 18**<br>**schools to write and publish a Charter**<br>**with Vision of education statement for**<br>**these schools; Conference of Members,**<br>**trustees, with Headteachers, Chairs of**<br>**governors for commissioning and**<br>**commitment ceremony; Strategic**<br>**Planning day conference; collaborative**<br>**planning for establishing a Catholic**<br>**Multi Academy Trust inspired by the**<br>**Education Vision of Gaudete.**|
|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|**The activities in these first six months of**<br>**the charity provide benefit to the**<br>**schools and their communities.**|



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

SORP reference **N/A** 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|**The trust has enabled 18 schools to be**<br>**supported in developing and sustaining**<br>**their ethos; for governors to be**<br>**supported in their work for the schools;**<br>**for Headteachers and staff to find a**<br>**wider source of support and co-**<br>**operation.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
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Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**NIL**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**N/A**|
|Amount of reserves held|Para 1.22|**NIL**|
|Reasons for holding zero<br>reserves|Para 1.22|**Bank account not yet set up and no**<br>**funds deposited.**|
|Details of fund materially in<br>deficit|Para 1.24|**N/A**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**N/A**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>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|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|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|**Between 5 and 15 Charity Trustees are**<br>**appointed by the Members.**<br>**Up to 2 co-opted Charity Trustees may**<br>**be appointed by the Charity Trustees.**<br>**A minimum of two-thirds of the Charity**<br>**Trustees are to be Foundation Trustees.**|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction<br>and training of trustees|<br>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|||



## **Reference and Administrative details** 

|Charity name|The Gaudete Trust|
|---|---|
|Other name the charity uses||
|Registered charity number|1202070|
|Charity’s principal address|St Aloysius Convent<br>32 Phoenix Road,<br>NW1 1TA|
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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**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||BRENDA<br>WALLACE|Chair||Members|
||MAURA REGAN|||Members|
||JANE MAUREEN<br>MEE|||Members|
||ROISIN MAGUIRE|||Members|
||FRANCIS<br>THOMAS DAVIS|||Members|
||MICHAEL<br>RUSSELL||May 15 2023 to<br>August 31 2023||
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## – Corporate trustees names of the directors at the date the report was approved 

**Director name N/A** 

Name of trustees holding title to property belonging to the charity 

|**Trustee name**|**Dates acted if not for whole year**||
|---|---|---|
|**N/A**|||
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## **Funds held as custodian trustees on behalf of others** 

Description of the assets NIL 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)** BRENDA MARY WALLACE 

**Position (eg Secretary,** CHAIR **Chair, etc) Date** 28 June 2024 

