## NATIONAL SCHOOL WITH MARY TOUCHET’S CHARITY 307185 ## Annual Report 2023 ## 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. 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. It was with sadness that the trustees accepted the resignation of Lorraine Harriott who was not only born in the village and attended school her, but also taught there for many years. She has now moved away from the area. At the end of the year an appointment was made to the position of Priest covering the parishes of West Meon and Warnford. As the year ended his available time to accept a role as a trustee was to be clarified. 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 2023 the School received funding including for replenishing the Library and to support Music within the School. The Mother and Toddler Group, meeting in West Meon Village Hall continues to flourish with the charity meeting the costs of hiring the venue. Individual grants were awarded to those in post-16 education and also to support such activities as sport and drama. 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 Hugh Lumby Mr Malcolm Edwards (acting Chair) Mr Jeremy Barber Mrs Lorraine Harriott (resigned Nov 2023) Mrs Jane Waller Mrs Barbara Shaw (Administration) 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 by email Signed on behalf of charity’s trustees Malcolm Edwards Acting Chair Date (to be signed at Nov 23 meeting) Section B Statement of assets and liabilities at the end of the period Unrestricted funds to naarest£ Restricted funds to n¢ar•st £ Endowment funds to nearest £ Categorfes Details B1 Cash funds COIF chari1￿ Cy*)*t Furxl 60,054 CAF Bank 31797 Total cash funds 92.851.42 Unrestrleted Restrleted fund$ funds to n￿r•st £ tr• n•ar•st e Endowment funds to n￿rn$t£ Detalls Fund towhkh ass•t unrtrslnQ￿ lur¥Js Curr•nt valu• onal 136,396 Cost loptlonall B3 Investment a888ts M&G Ch•nfrJrvJ Units COIF Flx•J Intwest Units 09,386 COIF 1rNe8th￿rt Unrts Unre8tyK*&J fund8 $49,811 COIF ProF*rty F[W￿ Un Unrts8trieW fiJTrJ8 63.633 Fund to whlch •8set t>•lo Curr•nt valu• tlonal Details cost lopuonall 84 Assets retalned for the charity's own u80 Fund to Ythlch Arnount du• OMI Wh•n du• onal Detallg B5 Liabilities Signèd by one or tPkn￿ trustees on behalf of all tho tJuste85 Signature Print Name Date of roval BRpJ3tKPA Sl4ft tu 24.0￿.z CCXX R2 accounts ISS} 2010412024 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of National School with Mary Touchet's Charity On accounts for the year ended 31 December 2023 Charity no (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity (°the Trusf) for the year ended 31112 12023. Responslbllltles and As the charity trustees of the Trust. you are responsible for the preparation basls of report of the accounts in accordan￿ with the requirements of the Charities Act 2011 (llhe Acr) I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charty Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect.. accounting ￿CordS were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner'8 Statement I have no concems 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. Slgned: Date: 5th April 2024 Name: Philip Jarrett Relevant professional qualification(s) or body (If any): nla Address: Bridge House, West Meon Hampshire GU32 1JG IER October 2018