Trustees’ Annual Report for the period
From 01.01.2023 Period start date To 31.1.2023 Period end date
Charity name: Frodsham Church of England Primary School Educational Foundation (525844)
Charity registration number: 525844
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | to support with financial help, where appropriate, the work of the Church of England School. |
| 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 |
We receive applications from the School for financial support for various items /activities. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | No |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
Achievements and Performance
----- Start of picture text -----
SORP reference
----- End of picture text -----
| Achievements and Performance | Achievements and Performance | 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 | Supporting staffing costs througout the year. We also provide Bibles for those pupils leaving the school to move onto higher education and Prayer Cubes for the new intake of Primary School children each school year. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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 | Independant examination |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | ZERO |
| Reasons for holding zero reserves |
Para 1.22 | All income is donated to the school |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
| Additional information (optional) You may choose to include further statements |
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: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated association |
| 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 | Upon death or resignation of an elected trustee, recommended replacements are submitted to the Annual Parish Meeting at which a replacement is elected. |
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
----- Start of picture text -----
Charity name Frodsham Church of England Primary School Educational
Foundation (525844)
Other name the charity uses Feoffees
Registered charity number 525844
Charity’s principal address Rev Elaine Atack
The Vicarage
Vicarage Lane
Frodsham
Cheshire
WA6 7DU
----- End of picture text -----
Names of the charity trustees who manage the charity
----- Start of picture text -----
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Betty Rutter Chairman Other Trustees
2 Rev Elaine Atack Other Trustees
3 William Cook Other Trustees
4 Christine Wilding Other Trustees
5 Terence Hayes Other Trustees
6 Andrew Rudd Other Trustees
7 Clare Harvey Other Trustees
8 Joanna Aycliffe Resigned 01.01.2023 - 22.11.2023
9
10
11
12
13
14
15
16
17
18
19
20
----- End of picture text -----
– 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 held in this capacity Name and objects of the charity on whose behalf the 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 |
B RUTTER |
|---|---|
| BETTY RUTTER | |
CHAIRMAN |
|
| 20.02.2024 | |
| 20.02.2024 |
?00 riti
(HARITY COMMISSION FOR ENGIANO AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to Ihe trustees On accounts for the year ended Charity no (If any) at, 11, 23, Set out on pages I report to the trustees on my examination of the accounts of the above tharity {Ihe Trusf) for the year ended Re5ponslbilities and basis of report As the charitys trustees. you are responsible for the preparation of the accounts in accordance wilh the requirements of the Charities Act 2011 (Ihe Acr). I report in resped of my examination of the Trust's accounts carrled under Secti( 145 of the 2011 Act and in carying out my examination. I have followed all the applicable Directions given by the Charity Commission under Secti 145(5Xb) of the Act. Independent examinerfs statement -athl. Debte [ ] rfnot applicabk. I have c(Mnpleted my examlnatkjn. l )nf7 that no matsrial matters have come to my attention in conn8Ction wtlh th8 examination £gth8kU 416d0) gives me cause to believe that in. any matsrial respect the a(xounling reoyds were not kem in accordance vrith section 130 of the Charities Act or the accounts did not ac{xd with the arxounting records., or the accounts did not compty wilh the applicable requirements concemiry the form and content of accounts set (l in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts gNO a 'true and fairf view which is not a matter COndered as part of an independent examination. I have no conceFTrS and have com8 awss no olher matters in conneclion wtth the examination to which attention Should be drawn in this report in order to enable a proper understsnding of the accounts to be reached. . Please delete the words in the brad(ets rf they do not apply. Slgned: Date: i¥.Z,2h- Name: IC RO¥t Er( Relevant professlonal qualificatlon{s) or body YoFr LtuFfiQéb) IER Oct 2018
Ilf any): Address: g £Lfi c->bQ Section B Disclosure Only C(nplete if the examiner needs to highlight malerial matters ol concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). Glve here brlef detalls of any items that the axamlner wlshes to dlsclose. IER Oct 2018