**Trustees' Annual Report for the period** ||Period start date|Period start date|||Period end date|| |---|---|---|---|---|---|---| |**From **|08|January|2025|**To**|01
January|2026| ## Section A ## Reference and administration details **Charity name** SUSSEX CATHOLIC EDUCATION TRUST **Other names charity is known by Registered charity number (if any)** 1211602 **Charity's principal address** ST PAULS CATHOLIC COLLEGE JANE MURRAY WAY BURGESS HILL WEST SUSSEX **Postcode** RH15 8GA ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Alasdair Shaihk|Chair||First trustee| ||TimothyFeast|Secretary||First trustee| ||John Brotherton|Treasurer||First trustee| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **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**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**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** Charity Incorporated Organisation foundation registered 08 January 2025 Type of governing document - (eg. trust deed, constitution) Charity Incorporated Organisation How the charity is constituted (eg. trust, association, company) Appointed by trustee board Trustee selection methods Plus, the Catholic Diocese of Arundel and Brighton may appoint two (eg. appointed by, elected by) trustees - (eg. trust, association, company) ## **Additional governance issues (Optional information)** You **may choose** to include 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** to maintain, support, sustain, service, carry on and develop Catholic **Summary of the objects of the** education in Sussex so that pupils and students thrive and are not left **charity set out in its** behind **governing document** March **2012** **TAR** 2 The Charity complies with the duty in the Charities Act 2011 section 17 to have due regard to public benefit guidance published by the Charity Commission in determining the activities undertaken by the Charity. **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)** The public benefit provided by the Charity includes advancing education in Catholic state maintained schools by granting funding for providing and/or upgrading facilities where they do not exist or are not of an acceptable standard eg for nursery provision, post 16 education, sporting facilities, cultural facilities etc. The Charity will also support education by providing resources for activities and strategies which underpin pupils and students' personal development including their well-being and positive mental health. In 2025, the Charity made a grant to fund a student to go on the Lourdes pilgrimage run through the Diocese of Arundel and Brighton. This will aid their spiritual development and wellbeing. The Charity also made a grant towards funding the improvement of early years facilities at St Wilfrids Primary School in Angmering. This will upgrade facilities to an acceptable standard. ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 ## Section D Achievements and performance **Summary of the main achievements of the charity during the year** In this first year, the Charity raised £11,143 in unrestricted funds and £2,225 in restricted funds – a total of £13,368. The total amount comprised donations £11,586, Gift Aid tax rebates £1,763 and bank interest £18. There were various setting up costs – Zurich public liability insurance £69, registration with Fundraising Regulator £60, Information Commissioner’s Office £47 and the website £36. These will be recurrent annual charges of £212. The Bananaprint costs £200 were essentially one-off expenses for fundraising materials. The online donation charges £4 are incurred when we receive donations through the SCET website. The Charity paid out two grants this year, both from the restricted funds raised. Donations of £1,600 were received for funding two students to go on the Diocesan Lourdes Pilgrimage with the youth Red Shirts. One student was funded in 2025 and the balance is carried forward to fund a student going on the 2026 Pilgrimage. A further donation of £625 was received as a contribution towards improving the Early Years facilities in St Wilfrid’s Primary School in Angmering. The trustees decided to allocate a total of £10,000 from the unrestricted funds as grants toward projects in Sussex Catholic schools. This will be disbursed in 2026. At year end, the Charity carried forward £10,753 in unrestricted funds and £800 in restricted funds – total £11,553. These funds are held across bank accounts with the Co-Operative Bank and Shawbrooks Bank in order to generate interest benefiting our schools and students. The charity set up a website which gives information about the charity and can process donations and Gift Aid. See: https://sussexcatholiceducationtrust.org.uk/ In October 2025, the charity was formally launched at a reception at the Cathedral Centre in Arundel. This was very well received with several donations following on. March **2012** **TAR** 4 ## **Section E Financial review** The level of reserves required is based on an assessment, on the best **Brief statement of the** evidence reasonably available, of the likelihood of a shortfall arising **charity’s policy on reserves** which means that reserves are necessary, and the potential consequences for the charity of not being able to make up the shortfall. **Details of any funds materially in deficit** None ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - 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** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** John Fergus Brotherton **Full name(s)** Alasdair Shaikh **Position (eg Secretary, Chair,** Chair Treasurer **etc) Date** 13/03/2026 March **2012** **TAR** 5 ||**Charity Name**
**SUSSEX CATHOLIC EDUCATION TRUST**|**Charity Name**
**SUSSEX CATHOLIC EDUCATION TRUST**|**Charity Name**
**SUSSEX CATHOLIC EDUCATION TRUST**|**Charity Name**
**SUSSEX CATHOLIC EDUCATION TRUST**| |---|---|---|---|---| ||**For the period**
**from**|Period start date
**08/01/2025**|**To**|Period end date
**01/01/2026**| ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**9,486**
**19**
**1,638**
**-**
**-**
**-**
**-**
**-**

**11,143**
**-**
**-**
**-**
**11,143**
**69**
**35**
**47**
**4**
**200**
**36**
**-**
**-**
**-**
~~**390**~~
**-**
**-**
**-**|**Unrestricted**
**funds**
**to the nearest £**
**9,486**
**19**
**1,638**
**-**
**-**
**-**
**-**
**-**

**11,143**
**-**
**-**
**-**
**11,143**
**69**
**35**
**47**
**4**
**200**
**36**
**-**
**-**
**-**
~~**390**~~
**-**
**-**
**-**|**Restricted funds**
**to the nearest £**
**2,100**
**-**
**125**
**-**
**-**
**-**
**-**
**-**
**2,225**
**-**
**-**
**-**
**2,225**
**-**
**25**
**-**
**-**
**-**
**-**
**1,400**
**-**
**-**
~~**1,425**~~
**-**
**-**
**-**|**Restricted funds**
**to the nearest £**
**2,100**
**-**
**125**
**-**
**-**
**-**
**-**
**-**
**2,225**
**-**
**-**
**-**
**2,225**
**-**
**25**
**-**
**-**
**-**
**-**
**1,400**
**-**
**-**
~~**1,425**~~
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~**-**~~
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~**-**~~
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**11,586**
**19**
**1,763**
**-**
**-**
**-**
**-**
**-**
**13,368**
**-**
**-**
**-**
**13,368**
**69**
**60**
**47**
**4**
**200**
**36**
**1,400**
**-**
**-**
~~**1,815**~~
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**11,586**
**19**
**1,763**
**-**
**-**
**-**
**-**
**-**
**13,368**
**-**
**-**
**-**
**13,368**
**69**
**60**
**47**
**4**
**200**
**36**
**1,400**
**-**
**-**
~~**1,815**~~
**-**
**-**
**-**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---|---|---|---| |**Donations**|**9,486**||||||||**-**| |**Bank interest**|**19**||||||||**-**| |**Gift Aid tax rebate**|**1,638**||||||||**-**| |**Fundrasing**|**-**||||||||**-**| ||**-**||||||||**-**| ||**-**||||||||**-**| ||**-**||||||||**-**| ||**-**||||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**11,143**||||||||**-**| ||||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||||||||| ||**-**||||||||**-**| |~~**_Sub total_**~~|**-**||||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||||| ||||||||||**-**| ||||||||||| |**Insurancepremium**|**69**||||||||**-**| |**Fundraising Regulator**|**35**||||||||**-**| |**ICO registration**|**47**||||||||**-**| |**Online donation charges**|**4**||||||||**-**| |**Bananaprint materials**|**200**||||||||**-**| |**Website registration**|**36**||||||||**-**| |**Grantspaid**|**-**||||||||**-**| ||**-**||||||||**-**| ||**-**||||||||**-**| |**_Sub total_**|~~**390**~~||||||||**-**| ||||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||||| ||**-**||||||||| ||**-**||||||||| |**_Sub total_**|**-**||||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||||| ||**390**||**1,425**||**-**||**1,815**||**-**| ||||||||||| ||**10,753**||**800**||**-**||**11,553**||**-**| ||**-**|
|**-**|

|**-**||**-**||**-**| ||**-**||**-**||**-**||**-**||**-**| ||**10,753**||**800**||**-**||**11,553**||**-**| CCXX R1 accounts (SS) 30/01/2026 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**NOTES**
**Co-op instant access savings**
**Shawbrook CAF 60 day (#8)**
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**
CCXX R2 accounts (SS)|**1.15%**
**22/10/2025**
**3.30%**
**15/07/2025**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments account(s))
**Gift Aid tax rebate due 2025**
**Co-op current account**
**Co-op deposit account instant 1.15%**
**CAF Shawbrook 60 day deposit 3.30%**
**Details**
**Details**
**School grants**
**Details**
**Zurich Insurance premium**
**Launch costs**
Signature
2|**Unrestricted**
**funds**
**to nearest £**
**349**
**4,404**
**6,000**
**10,753**
OK
**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**
**349**
**4,404**
**6,000**
**10,753**
OK
**Unrestricted**
**funds**
**to nearest £**|**Unrestricted**
**funds**
**to nearest £**
**349**
**4,404**
**6,000**
**10,753**
OK
**Unrestricted**
**funds**
**to nearest £**| |---|---|---|---|---| |||**14**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| |||**-**||**-**| **Co-op instant access savings Shawbrook CAF 60 day (#8)** CCXX R2 accounts (SS) 30/01/2026 ## **Statement on Guarantees and Debts** The Charity has committed to making grants totalling £10,000 towards school projects in 2026. This will be funded from reserves carried forward. The invoice for the catering costs for the Launch of the Charity in October 2025 has not been received. It is uncertain whether it will be. A third party has given a guarantee to the Charity that this cost will be covered on the Charity’s behalf.