2024-12-31-accounts

Trustees’ Annual Report for the period

From 01/01/2024 Period start date To Period end date

31/12/2024

Charity name: 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 education of persons who are under 25 years and 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 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

	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 is required before funds are released.
Policy on social investment including program related investment	Para 1.38	Not applicable
Contribution made by volunteers	Para 1.38	Not applicable

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 renewing reading material and equipment. School trips have also been funded to benefit the child.

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 enable the Charity to support applications
Amount of reserves held	Para 1.22	£243,208
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:		Charity Commission Scheme registered 2003. Case 1626707
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25
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	Trustee Handbook gives full details of how the Charities were founded and the current information, eg. Banks, investments, advisors, solicitors etc.

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 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 (ifany)
	CathyLisztwan	Chair
	Paul Mabey
	Robert Kennedy
	Barbara Clutton
	Neil Thompson
	Victoria Deasley
	Paul Whitby
	Vanessa Braithwaite

– 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

Funds held as custodian trustees on behalf of others

Description of the assets The capital reserves give support with educational grants held in this capacity and donations.

Name and objects of the Prudent and managed investments enables the Charity to charity on whose behalf the support applications. assets are held and how this falls within the custodian charity’s objects

Details of arrangements for 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)

Full name(s)

Position (eg Secretary, Chair, etc)

Date

0￿0 (T) I7)￿ F- o* txi COrTt (￿ ( TJ ￿ (u LUCCQ 0￿0 (DO P-

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sèction A':-"' Independent Examiner's Report Report to the trustees Stretton on Dunsmore Charities On accounts for the year ended 31st December 2024 Chartty no 217992 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 31 St December 2023. As the charity's trustees, you are responsible for the preparation 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 carying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent I have completed my examination. I confim that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charities Act; or the accounts did not accord with the accounting records. or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Responsibilities and basis of report Date: 1610112025 Signed: Name: Joanne Jarman Relevant professional qualification(s) or body (if any): Address: 33 Macbeth Close Rugby CV22 6LP IER Oct 2018