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2025-12-31-accounts

Trustees’ Annual Report for the period

From 01/01/2025 Period start date To 31/12/2025 Period end date Charity name: ARCHBISHOP TENISON’S SCHOOL (CROYDON) DEVELOPMENT TRUST

Charity registration number: 282496

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To raise and to hold sums of money or
other assets so as to advance the
education of pupils at Archbishop Tenison’s
School Croydon.
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		 Improved facilities for education at the
School is the public benefit that the
Development Trust provides.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 In forming its objectives the Trustees have
given due regard to the Charities
Commission published Guidance on public
benefit.

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

SORP reference
Policy on grant making Para 1.38
Policy on social investment
including program related
investment		 Para 1.38
Contribution made by
volunteers		 Para 1.38
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 As in previous years the Development
Trust has covered the full cost of the
School’s required contribution to the
Southwark Diocesan Maintenance Fund
(£14,475).
This annual sum accounted in 2025 for
around 90% of the current normal regular
income of the Charity. There continue to be
significant maintenance requirements,
given the age of the buildings, and the
School benefits significantly from this
scheme, receiving greater value of works
completed than the payment made.
During 2025 there were three grants made
to the school covering the planning for a
new classroom (planning application and
the necessary supporting ecology and flood
risk assessments).
In addition, it was decided this year to fund
the installation of window blinds in the 6th
form centre, and the purchase of maths
and geography books.
Total grants amount was £10,571.
All these matters improve the facilities
available for the education of all pupils
attending Archbishop Tenison’s School
Croydon.

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

Achievements against
objectives set		 Para 1.41 Various improvements have been made in
buildings and books to facilitate learning for
all students.
Performance of fundraising
activities against objectives
set		 Para 1.41 Regular voluntary donations made by
parents and carers have again reduced
further during this year, and the trend is still
downwards, and so yet further actions are
required to stabilise regular income.
Given that a high proportion of parents and
carers make no financial contribution to the
school a more strident appeal was made at
the start of the new school year in
September. This resulted in a small number
of annual payments made by
parents/carers not previously contributing.
It also resulted in some criticism of the trust
because of the nature of the wording.
However, the funding situation is now very
serious and needs these further actions.
The demographic of the school continues
to change, with a steadily increasing
number of pupils eligible for free school
meals, which tends to indicate continuing
reduction in the number of parents/carers
able to contribute to the school financially.
Reclaiming of gift aid continues to be
quarterly and up to date, within a few
weeks of end of quarter.
The programme of contacting parents and
carers of children in the school, to inform
them about the work of the trust and the
necessity of funding it, continues, to
endeavour to raise both regular and one-off
donations.
Partway through the year the Head
Teacher initiated a new fundraising
initiative, Vision 312, to raise £1 million for
the school, to fund major building works.
This fundraising effort is aimed at those
outside the school, such as trusts,
businesses, philanthropic organisations,
who might be able to contribute
substantially bigger amounts than we have
typically sought from parents and carers.
To this end a fundraiser was employed to
drive these external interactions. The
Development Trust held the contract for the
fundraiser. The funding for the fundraiser
came in the form of a loan from the school
for £32,250. The loan repayment was
underwritten by the sister charity to the
Development Trust, the Archbishop
Tenison Foundation Trust. Therefore, the
Development Trust carried no liability in this
initiative but was the vehicle for contracts,
payments and receipts associated with the
Vision 312 initiative.
At the end of 2025 the Trust accounts held
£1,780 remaining from the loan, and
£27,190 of donations. These funds will be
administered directly by the school after a
transfer is made from the trust to the school
at a convenient point during 2026.
Para 1.41 During this year there has been a ~5%
decrease in the value of the small
investment (£18172 at start of year) held by
Investment performance
against objectives		 the trust, due to market fluctuations. This is
kept as a reserve, whilst also separately
generating quarterly income of nearly £200.
Other

Financial Review

Review of the charity’s
financial position at the end
of the period		 Para 1.21 After the increase in Trust’s unrestricted
cash funds in 2024 the decision was made
to make more grants (previously listed) to
the School during 2025. Therefore, the
cash funds have been reduced somewhat
during the year by ~£5000, making £45942
available at year end.
Regular income and expenditure continue
to be out of balance as regular income
decreases, although a suitable reserve is
retained and expenditure tightly managed.
The trust continues to retain the COIF fund,
containing ~£17303, held as assets, at end-
2025.
As described earlier the Trust also holds
accounts for the Vision 312 project which
contain £28,970.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The Charity continues to seek to build up
some reserves to allow it to support more
significant projects, particularly where
provision of Development Trust funds will
be needed by the School to meet the
contribution (normally 10%) to significant
capital projects required by the Diocese.
Reserves can also be used to make grants.
The policy for minimum reserve amount is
to cover 2 years of maintenance grant
payments (£30,000) to give time to respond
to any major and sudden loss of income.
Amount of reserves held Para 1.22 £45942 in the current, deposit, and
investment returns accounts and £17303 in
the CCLA charities investment fund, a total
of~£63200.
Reasons for holding zero
reserves		 Para 1.22 The Charity holds reserves.
Details of fund materially in
deficit		 Para 1.24 The trust does not have material deficit.
The Charity has the following known liability
continuing into 2026:-
•
Diocesan Maintenance Fund
Payment for 2026 - £15000.
To offset these liabilities the Trust has total
reserves and assets of ~£63200.
Funds for Vision 312 project are held as
both cash funds and an equivalent liability
as these will be passed on to the school
directly at an agreed time in 2026. These
funds are not counted as reserves held.
At the year-end there was 1 outstanding
Gift Aid claim with HMRC for the quarter
October to December 2025, which is
expected to yield circa £840, an amount in
addition to the reserves and assets sum
referred to above.
Additionally, normal fund raising from
parental giving in 2026 can be expected to
raise circa £15,000.
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 The Trustees believe that, based upon the
statements set out above, as at 31/12/2025
the Charity is in a position to continue as a
going concern.
However, new efforts will be needed during
2026 to solicit funding from sources other
than parents and carers not only for regular
annual expenditure but also for a number of
larger building projects.
Additional information (optional)
You may choose to include further statements		 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 The principal income of the Development
Trust remains regular giving by parents and
carers of pupils at the School, together with
occasional donations from past pupils and
other supporters of the School. Parents are
encouraged to gift aid their giving where
possible such that a tax claim can be made
to HMRC, and this has created a welcome
addition to the income of the charity.
However, the level of normal income that is
gift aided has continued to reduce.
A small amount of money is also raised
from fund raising activities such as sales of
the School History book.
During 2025 the Vision 312 project has
started to put more effort and resources
into soliciting funds from external sources
(grant-making bodies, companies, high
wealth individuals).
Investment policy and
objectives including any		 Para 1.46 Monies not immediately needed are
invested in a Base Rate Tracker account,
together with the sum invested in the CCLA
Investment Fund.
social investment policy
adopted
A description of the principal
risks facing the charity		 Para 1.46 Challenges in the school’s budget leading
to a greater demand on the Charity’s funds
to support school projects.
Further reduction of voluntary parental
contributions, and the associated reduction
in gift aid reclaim, leading to less income.
Decision-making regarding any building
capital projects has in recent history been
made by school and governors, but with the
trust as the principal source of funds to pay
10% of the capital cost. Whilst there is
communication between trust and
governors this can still be improved further
so that trustees are involved in decision-
making on final financial commitments, to
better manage risk of over commitment.
Other

Structure, Governance and Management

Description of charity’s
assets:		 All assets are cash at the Bank, except a
sum of ~£18000 held in the CIOF Charity
Investment Fund
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 normally parents of present
and former pupils and are normally
selected through consultation with the
Governors of the School and the School’s
Parents Association. Trustees are
nominees of current trustees, the
headteacher, the Governors of Archbishop
Tenison’s Foundation and the Committee
of Archbishop Tenison’s Parents
Association.

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

Policies and procedures adopted for the induction Para 1.51 and training of trustees

The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 The Trust is increasingly conducting its
business through remote meetings, secure
messaging, and electronic voting. It uses a
rolling notetaking system using the Notion
app.
A new trustee was appointed in February,
and a further prospective new trustee was
brought to the trust in 4Q for interview and
discussions with likely appointment in 1Q
2026.
Further recruitment effort is required for
one and possibly two more trustees, with a
longstanding trustee planning to step down.
Relationship with any
related parties		 Para 1.51 Whilst the Development Trust is a wholly
independent body managed and controlled
by its Trustees (some of whom are
nominated by the Governors of the School),
it nevertheless works with other bodies
connected with governance and funding of
Archbishop Tenison’s School Croydon.
These are the Governing Body (the
Governors of the School), and the School
Foundation (controlled by the Governors as
trustees) which holds some relatively
limited financial assets on behalf of the
School.The school Governing Body has
four types of Governors, those appointed
by the Archbishop of Canterbury, the
Diocese and the Croydon Deanery (who
are all known as Foundation Governors),
Ex-Officio governors, Co-Opted Governors
and those appointed by the Local
Education Authority and Parents.
Other Some trustees are also donors to the trust,
giving a total of £500 in the year. The
trustees do not use their contributions for
any influence and in any case the amount
given in 2025 is not material to the trust
income and expenditure.
Regular communication is undertaken with
the chair of governors, particularly
regarding proposals for work on the
buildings.

Reference and Administrative details

Charity name ARCHBISHOP TENISON’S SCHOOL (CROYDON) DEVELOPMENT
TRUST
Other name the charity uses
Registered charity number 282496
Charity’s principal address Archbishop Tenison’s C E High School Croydon, Selborne
Road, Croydon CRO 5JQ

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)
Melvin Asare Chair
Simon Smith
Trevor Hill Treasurer
Martin Hann
Kieron Chapman
Oyebode
Oluwasanmi		 From 12 February 2025

– Corporate trustees names of the directors at the date the report was approved Director name There are no corporate Trustees

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
The Trust holds no property

Funds held as custodian trustees on behalf of others

Description of the assets No funds are held as custodian Trustees on behalf of held in this capacity others 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
adviser
Name
Address		 Type of
adviser
Name
Address		 Type of
adviser
Name
Address
There are no advisors

Name of chief executive or names of senior staff members (Optional information)

The Charity has no staff. The Charity pays for no financial, secretarial or other support, and all such activities are undertaken by either the Trustees or parents or friends of the School on a voluntary basis.

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

Declarations The trustoes dKlaro that they havo approv￿ the trustees. report abov•. Slgned on beh•lf of th• charlty'8 trustees Slgnatur•l$) Full namds) P￿Illon (eg Secretsry. Chalr, etc) Trevor Hill Oyebode OILwasanmi Treasurer and trustee Trustee Dat• 2 July 2026

CHARITY COMM15510N FOR ENGLAND AND WALES Recei tsand ments accounts CC16a FN the perlod 1 125 31 12.25 Section A Receipts and payments fvThJ Totsl furKIs L••t y•ar toth•M•r••tÉ A1 R•co1 GMtAvJ Donlons 249t4 Fundr4i$lfWJ•¥eM8 B•nk Irttttt GmAkl y• 2024 30 GhlAkl 2024 4QGhlAhY 2025 Ql Gm Ahy aoim t)2 Ghl A￿￿11￿1 ?025 Q2 ￿ GrftA￿ 2￿5 QS GMtAld 879 •Ji 707 Attouniiry corr•#knn L¢￿I￿rn ABT￿￿ 32.200 776 Sub total(Gr￿ incort￿ for ARJ .912 11.•t2 A2 A•¥ot and In¥•8kn•nt •ths, Sub totsi 81.912 •1,M2 20,243 1447 14476 14,•10 BlhYBftythh ImrMI Irth 1A12 Plinrinu tA12 4112 29.022 1J76 FurOralwtI￿ VlslThi 312vidao I*￿21 1,27J VI￿onal2 grathk• d￿1 Vilion 312 DthwKJnioABTtrwwt day Fourtorfs C>ay sup 1.fy76 1917 Sub tot•1 57.148 22.Q8

A4 Assel and Imie5tment purGhas¢s. tsb￿l Sub total 57,148 N•t ofr•¢eIpW(￿Yrne￿ts} A5 Transf8rn bBts¥qg0 fiJnd5 2476 24,31B A6 Cash fund8 la8ty8ar end Cash fund* thls ywr•nd 50.148 447 $1441

Section B Statement of asset5 and liabilities at the end of the period LlnrtstrictÈd R8strScted EndowmeTrt Categor Oetsl B1 Ca•h fund• 312 •x￿j 27,190 Totsl ¢ash fund¥ 7<911 Unrnstrkl•d ft•Str￿d Endowm•nl fund• furK Detalls B2 Othw mon•try •Mts Details B3 In¥￿1M•nt a•••t• C¢rfF Ch•flty Fw 17,3fy) Detsl 84 A••èl• rntsln•d lor th• eharlty'• own u Detai18 Bb Llablllti 18Tlay2021 by om orknlnMleeJc haWol•l Ihe tru$l801 Sgnure Pmt N•m• Dale of approval BOD&￿UlA$￿I￿I 02n712026

adventus accounting solutions Supporting Charitable Organisations

7 July 2026

Independent Examiner’s report to the Trustees of The Archbishop Tenison's School Development Trust, Charity commission number 282496

I report on the accounts for the year ended 31 December 2025 which were set out on the documents provided to me.

Respective responsibilities of the Trustees and Independent Examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed.

It is my responsibility to

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

adventusaccounting@btinternet.com 07523 622979 www.adventusaccounting.wixsite.com/website

Independent Examiner’s statement

In connection with my examination, no matter has come to my attention:

Yours sincerely

Martyn Burt

B.Sc.(Hons), ACMA, CGMA

adventus accounting solutions 10 Walnut Lane Laceby Grimsby DN37 7BY

e-mail: adventusaccounting@btinternet.com

Telephone: 07523 6229679

adventusaccounting@btinternet.com 07523 622979 www.adventusaccounting.wixsite.com/website