2026-03-31-accounts - The Chipping Sodbury Endowed School Foundation

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#	Trustees' Annual Report					for theperiod
	From	Period start date			To	Period end date
		01	04	2024		31	03	2025

Section A Reference and administration details

Charity name Chipping Sodbury Endowed School Foundation Other names charity is known by Registered charity number (if any) 311700

Charity's principal address 32 The Street Didmarton Gloucestershire Postcode GL9 1DS

Names of the charity trustees who manage the charity

1 2 3 4 5 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
	Alistair Gregson			SodburyTown Council
	Adrian Rush			South Glos. Council
	Stephen Young			Co-opted
	Michelle Parsons			Co-opted
	Kate Pearce			Co-opted
	BeckyRomaine			South Glos. Council
	Ian Hodgson			Co-opted

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

April 2009

TAR

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

Type of governing document

Trust Deed

(eg. trust deed, constitution)

Endowed Foundation How the charity is constituted

(eg. trust, association, company)

4 appointed by resolution of governors. Trustee selection methods 2 appointed by South Glos. Council (eg. appointed by, elected by) 1 appointed by Sodbury Town Council

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 provide special benefits for Chipping Sodbury School and provide students with educational grants. The benefits to School are not the kind provided by the LEA. Summary of the objects of the Students who benefit must be aged 25yrs or under and have attended charity set out in its Chipping Sodbury School for not less than two years or whose parents governing document live in the ancient parish of Chipping Sodbury

April 2009

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Awarding financial grants to Chipping Sodbury School and to students in line with the governing document of the Foundation – clauses 19 and 20

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)

Additional details of objectives and activities (Optional information)

Grants are awarded if applicants meet the following criteria:-

Under the governing scheme of this Foundation you can either apply for funding if you are in FULL TIME further education over the age of 18 yrs (maximum age to claim is 25yrs) or apply for apprenticeship funding.

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

If you are applying for apprenticeship funding you can only apply if the course is an official apprenticeship which would have to meet the following criteria;

a) Applicants must be working for a recognized company b) The course is not LEA funded
c) Applicants must submit a letter stating the course is officially an apprenticeship and detailing start up costs

Apprenticeship funding is towards start up costs is a one off payment and will not be awarded each year.

April 2009

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

The Governors have continued to maximize the benefits the Foundation can offer to both students and Chipping Sodbury School.

The level of grant aid to individual students is £300 for this financial year.

During the year the Foundation has continued to work alongside Chipping Sodbury School to offer financial support in line with its governing documentation.

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Section E Financial review

Brief statement of the charity’s policy on reserves

Reserves Policy – income not applied in any one year may be retained for application the following year. Any cash sums not required as working balances shall be treated as capital and invested.

Details of any funds materially

in deficit

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;

With regard to ethical investing:-

The Trustees agreed not to adopt a formal ethical policy but they agreed to review all investments (individual stocks and collective funds) on an annual basis to ensure that they met with the Trustees’ principles and ethical criteria. If any investment is considered not to be appropriate, an instruction will be made by the Trustees to Smith & Williamson to sell the relevant investment(s) and re-invest the proceeds appropriately.

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) S \young Full name(s) Stephen Young Position (eg Secretary, Chair, Chair etc) 16/07/2026

April 2009

TAR