2022-12-31-accounts

Trustees’ Annual Report for the period

From 01.01.2022 Period start date To 31.12.2022 Period end date

Charity name: Stretton on Dunsmore Charities, Herbert Educational Foundation

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 25 years and are in need of financial assistance and have at any time attended the school in the area of benefit.
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 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/equipment required by the school. Proof of purchase required before funds issued.
Policy on social investment including program related investment	Para 1.38	Not applicable
	Para 1.38

Contribution made by volunteers		Not applicable
Other		Not applicable

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 a reading scheme, and other equipment to benefit their students. Several other students had received part funding towards books, laptops etc to further their education.

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

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
Amount of reserves held	Para 1.22	£27653.
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 any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
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 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	The Trustee Handbook giving full details of how the Charities were founded and all the current information, eg, banks, investments, advisors, solicitors

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	Herbert Educational Foundation
Other name the charity uses	Stretton on Dunsmore Charities
Registered charity number	507021
Charity’s principal address	8A School Lane, Stretton on Dunsmore, Rugby, 23 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	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	Paul Mabey		Chair
	Paul Whitby
	Barbara Clutton
	CathyLisztwan
	Neil Thompson
	Vanessa Braithwaite
	Victoria D	easley
	Robert Kennedy

– 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

6/10/2023

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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 rA2n3 On accounts for the year ended Charity no (if any) 070?r Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Responsibilities and As the charity 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 ("the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity 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 records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's 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. Please delete the words in the brackets if they do not apply. Signed: Date: Name: 5 NOVI Relevant professional qualification(s) or body (if any): Address: RdFkT5 CV 3gÈZ IER October 2018