## **NATIONAL SCHOOL WITH MARY TOUCHET’S CHARITY 307185** ## **Annual Report 2020** ## **Summary** An Educational Charity for the benefit of residents of the parishes of West Meon and Warnford in Hampshire, governed by a Scheme of 1961 set up by the Minister of Education, amended in 1997. Working within the scheme the trustees continued to support the work of West Meon C of E Primary School with a significant grant. Individual grants to support those undertaking courses and training were made, these were largely to applicants in further and higher education. Four trustees are by appointment of Church of England, Hampshire County Council, West Meon Parish Council and Warnford Parish Meeting. The remainder are co-opted with an emphasis on local knowledge and commitment representing an appropriate skill mix. Induction of new trustees is undertaken by the administrator. The trustees meet twice per year with decisions otherwise being made by e-mail. The administrator works with the Head Teacher of West Meon C of E Primary School to identify ways in which the charity can support the work of the School. During 2020 the School received funding towards a refurbishment of the Outdoor Early Years Play Area, Grants to both the School and other organisations were challenging during 2020 due to the restrictions and difficulties in planning resulting from the COVID-19 pandemic. The administrator works with at least one other trustee to establish eligibility for individual grants, no means test is applied and annual grant limits are set. One trustee has responsibility for reviewing investments, all held in specialist Charity Funds, while another trustee oversees the one remaining property which is let. The trustees aim is to grant the annual income while remaining mindful of maintenance requirements of the property. Policies are reviewed regularly. ## **Trustees** Councillor Roger Huxstep Mr Malcolm Edwards (acting Chair) Mr Jeremy Barber Mrs Lorraine Harriott Mrs Barbara Shaw (Administration) Rev Mary Jepp (from 04.09.20) ## **Contact Address** Broadview West Meon Petersfield GU32 1JZ ## **Relevant Connections** CAF Bank Ltd 25 Kings Hill Avenue Kings Hill West Malling Kent ME19 4JQ BlakeMorgan(Solicitors) New Kings Court Tollgate Chandlers Ford Eastleigh SO53 3LG Philip Jarrett (Examiner of Accounts) Bridge House West Meon Petersfield GU32 1JG ## **Policies** **Property:** the remaining cottage known as 3 Station Road, West Meon continued to be let managed by Hellards (Letting Agent). **Investments:** Capital remains in specialist Charity Accounts with COIF and M&G. The trustees are developing an Investment and Reserves Policy. **Equal Opportunities:** a policy written and adopted in 2006 remains, and has been reviewed. **GDPR** : Obligations have been complied with. The trustees declare that they have approved the trustees’ report above Signed on behalf of charity’s trustees _(agreed by email and to be signed at next Trustees Meeting)_ Malcolm Edwards Acting Chair Date Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds En(lowment funds to neare3t£ Categories Details 81 Cash fund8 COIF cha[￿e5 E*Kwir F￿a 4T,I)77 CAF 29.417 Total cash fvnds 76,493 s)) Unrestricted funds to nèarÈst£ Restricted funds trj £ Endowment funds to nparest£ Details Fund to which Currentvalue tional Details C(XF In%*sthwt UrH Cost(oplionoQ 83 Invgstment assots 498,022 COIF Irrtertti Unr 80.429 COIF Prcm Fl￿ Uni Urnestntta tutKIs 55,856 M&G Chariknrxl Irwne UTrts 130.463 Fund to*thlch Details t(￿ ¢op￿Dna Currentvalue ¢)nal B4 Assets retained for the charity's own use FUNI tot*hith ount dup orba en due onal BS Liabilities Signed by one or two trust888 on behalf of all the trustees Signature Print Name Date of roval CCXX R2 accounts ISSI 2910312021 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesl members of National School wrth Mary Touchet's Chartty On accounts forthe year ended 31 December 2020 Charity no (if any) Set out on pages I report to the trustees on my examination of the accounts of the above Gharity (￿he Trusf) for the year ended 31112 12020. Responsibilities and As the chaw trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (tthe Acr). I report in respect of my examination of the Trust's accounts carried out under seclion 145 ofthe 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under sertion 145(5)(b) of the Act_ I have completed my examination. I confimi that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material resped: a￿oUnting records V￿re not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's ststement I have no con￿M$ and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 29 March 2021 Name: Philip Jarrett Relevant professional qualification{s) or body (if any): nla Address: Bridge House, West Meon Hampshire GU32 1JG IER October 2018