2024-12-31-accounts - Scargill's Educational Foundation

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01 0 1 2 4 Scargill's Educational Foundation

31 1 2 2 4

5 2 7 0 1 2

Provision of Special Benefits to Schools in Area of Benefit and promoting education of� persons under 25 in such Area� Provision of grants to Schools and individuals Trustees are so aware of the guidance and have regard to same in carrying out their charitable activities�

In these difficult financial times the Trustees believe the grants have helped the Schools in the Area of Benefit and individuals in respect of grants for Higher and Further Education

There is continuing increase in income generated by the Investment Portfolio All land and certain elements of the Investment Portfolio are Permanent Endowment Broad policy to hold in cash £25,000 to £30,000 to meeting 12 months grants and ~~costs~~ Not Applicable Not Applicble None at present

Charity Commission Scheme sealed 20th January 1982 Unincorporated Association As per the above Scheme

SCARGILL'S EDUCATIONAL FOUNDATION None 527012 Ashly House, Green Lane, Southwick, Trowbridge BA14 9NF

Rev. Phil Selby Trustee ex officio Elizabeth Campbell Trustee ex officio Alan Cooper Chair West Hallam PCC Carol Hart Trustee West Hallam PC Christopher Holwell Trustee Derby Diocesan BofE Richard Sewell Trustee 1/8 to 31/12 Mapperley PC Robert Flatley Trustee 1/8 to 31/12 Derbyshire CC John Mazillius Trustee 1/8 to 31/12 Stanley PCC

6 018 Reference and Administrative details (cont) Corporate trustees - name5 of the directors at the date the report was approved Director name Name of trustees holding title to property belonging to the charity Truslee name Dates acted if not for whole year Official Custodian of Charities Chaiiiy Accounts iemplales Tiusiees, annual repoil loi the period October 2016

None None Not Applicabler

Financial Fiscal Engineers 22a The Ropewalk, Nottingham NG1 5PT

8 018 Declarations The Iruslees declaie Ihal Ihey have appioved the Iluslees, ieporl above. Signed on behalf of the charity's trustees Signature(s) Full name(s) MARSHALL STEPHEN FRANCIS Position (eg Secretary, Chair, etc) CLERK Date 11 September 2025 Charity A(counls templates Tiusiees, annuol repoil loi the period October 2016

Statement of Assets and Liabilites

as at 31st December 2024

Secton 1 FREEHOLD

Description

Scargill CofE Primary School, Beech Lane, West Hallam The Village Hall, The Village, West Hallam Agricultural land at Eastwood

Term Held or Leased £

Acreage Tenant Name Term Held or Leased £ 3.3.32 Derby Diocesan Academy Trust Lease dated 30.8.2017 125 years West Hallam Village Hall Charity Lease dated 29.11.2023 35 years £500.00 25.3.32 Grass Let - A. Atkins £500.00

Secton 2 INVESTMENTS

Description

Investments with Transact (managed by Fiscal Engineers Ltd)

£1,548,923.00

Secton3 BANK BALANCES

NatWest Bank Holdings

Secton 4 LIABILITIES

£14,508.00 £0.00

Independent examiner's report on the accounts

Section A Independent Examiner’s Report	Section A Independent Examiner’s Report
Report to the trustees On accounts for the year ended Set out on pages	Charity Name Charity no (if any) (remember to include the page numbers of additional sheets) Scargill's Educational Foundation 31st December 2024 527012 1-2
	(remember to include the page numbers of additional sheets) 1-2

I report to the trustees on my examination of the accounts of the above December charity (“the Trust”) for the year ended DD / MM / YYYY 31 December 2024.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent [The charity’s gross income exceeded £250,000 and I am qualified to xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Delete [ ] if not applicable.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that xxxxxxxxxxxxxxxx disclosed below *) which gives me cause to believe that in, any material xxxxxxxxxxxxxxxx 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.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body		01/09/2025

	Joanna Madeley

	solicitor

Oct 2018

IER

(if any):

Address: 22 Ludlow Close,Frome BA11 2ES

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

IER