## **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