Trustees’ Annual Report for the period
From January 2021 Period start date To 30 December 2021 Period end date
Charity name: Stretton on Dunsmore Charities
Charity registration number: 507021
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote and support the education of persons who are under the age of 25 years and are in need of financial assistance and have at any time attended the school in the area ofbenefit. |
| 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 |
Financial support is given upon application, to individuals living in the area of benefit or who have attended the Primary School in the said area. The Primary School may apply for financial support from the Charity to benefit individual or groups of pupils. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees always adhere to the guidelines as set out in the CC document |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | Applicants apply in writing for financial support. Where appropriate the applications are supported by the Head Teacher. Evidence of spend estimates are required. The Head Teacher applies for any resources required by the school. |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable |
| Contribution made by volunteers |
Para 1.38 | Not applicable |
| 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 | The Charities have supported the school with the purchase of books and learning material. Grants have also been given to young people to support the purchase of laptops, tesxtbooks and higher educational training. |
| Additional information (optional) You may choose to include further statements |
where relevant about: | |
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The Capital Reserves give support with educational grants and donations. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Prudent investments enables the Charity to support applications throughout the next two year period. Grant applications are considered and supported only if sufficient reserves are maintained. To be in a position to refurbish and maintain properties owned by the Charity and reinstate reserves spent. |
| Amount of reserves held | Para 1.22 | **£37561 ** |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Structure, Governance and Management
| Description of charity’s trusts: |
Herbert Educational Foundation | |
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Charity Commission Scheme, registered 1 December 2003. Case 162707 |
| 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 | A 'Trustee Handbook' giving full detail of how the Charities were founded and all current information, eg., banks, investments, solicitors, advisors. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Stretton on Dunsmore Charities |
|---|---|
| Other name the charity uses | HerbertEducational Foundation |
| Registered charity number | 507021 |
| Charity’s principal address | 8A School Lane Stretton on Dunsmore Rugby CV23 9NB |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 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) |
|---|---|---|---|---|
| Paul Mabey | Chair | |||
| Robert Kennedy | ||||
| Paul Whitby | ||||
| Barbara Clutton | ||||
| CathyLisztwan | ||||
| Neil Thompson | ||||
| Vanessa Braithwaite |
||||
| Victoria Deasley | ||||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
| Trustee name | **Dates acted if not for whole year ** | |
|---|---|---|
| Paul Howard Mabey | ||
| David Cambridge | ||
| Paul Whitby | ||
| Robert Hume | ||
Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable 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 Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) VC Ward Full name(s) Veronica Christine Ward Position (eg Secretary, Clerk Chair, etc) Date 07/10/2022
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