Trustees’ Annual Report for the period
From 01 October 2020 To 30 September 2021
Charity name: Coleridge Families
Charity registration number: 1001997
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objective of Coleridge Families is to advance the education of the pupils of Coleridge Primary School in the London Borough of Haringey by providing and assisting in the provision of facilities for education at the school (not normally provided by the Education Authority). As an ancillary thereto and in furtherance of this object Coleridge Families may: A) encourage co-operation between the staff, parents and all others associated with the school; B) engage in activities (including fund-raising activities) which support the school and advance the education of the pupils attending it; and C) encourage parents to be interested in the education of their children and the activities of the 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 |
In the 2020 AGM, Coleridge Families adopted a new constitution, using the Parentkind model constitution. As a result of the new governance structure, a number of new committee members were appointed as trustees. Several long- standing members stood down as their children graduated from the school. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | 2020/21 was a year of substantial donations from parents to the newly launched school’s Coleridge Voluntary Fund, which has been used to provide £40,000 of ICT equipment, invest £12,000 in training and development of the school’s staff, purchase £5,000 of new art supplies, purchase £12,750 of new classroom supplies, deliver school’s counselling service worth £25,000, invest £6,000 in new reading books, and spend £2,500 on new dining tables for the infants. WHAT DID THE CHARITY FUND IN 2020/21? A total of around £37,000 spent on investment including: - £15,000 on improving toilets - £12,000 on Year 6 garden |
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| - £7,000 on Clean Air Coleridge initiative |
|---|
| which involved installation of green |
| screens on Coleridge East |
| - £2,600 on a new SEND base |
| SUMMARY OF FUNDRAISING |
| Coleridge Families raised around £64,000 in the |
| course of the year including: |
| - £25,000 via donations (incl. Gift-aid) |
| - £6,750 raised through the sponsorship of |
| Martyn Gerrard, the local estate agents |
| - £2,600 from silent auction |
| Please see the full details later in this document. |
| The accounts presented within this report were |
| approved by the membership in the 2021 AGM |
| held in November. |
| 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: |
|---|---|---|
| SORP reference |
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| Other | Coleridge Families is a very inclusive PSA. Involvement in event organisation is encouraged by an allocation of 2 fundraising events to each year group. In addition there is a network of class reps (representatives) who generate participation in events, fundraisers and help distribute information to the parents. The charity was operating in a constrained fund- raising environment due to the COVID-19 pandemic throughout 2020/21 and as such many of our event fixtures have been put on hold. The committee and energised parents are continually seeking ways to innovate and adapt by running events on-line and running different types of events that are suited to virtual participation. Some of the new fundraising activities that we ran in 2020/21: - Coleridge Cookbook that resulted in CF first major publication, with over 170 recipes submitted from within the school and the community - Pumpkin and Easter Trails - Online Quiz - Online Music Bingo - Coleridge Jokebook – our second publication, with over 200 submissions, including comic strips - Coleridge Pet Show with over 270 entries from across the school community The aims and ethos of CF as a parent-staff association and registered charity is to work in partnership with the School and Governors towards a whole school community with the key elements being involvement and participation from all and keeping all events |
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accessible to all families. It has as an equal aim fundraising to provide the extras to advance the education of the children by providing facilities at the school that the Local Authority does not normally provide.
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 | 2020-2021 was a year of more limited activities due to the COVID-19 pandemic and yet still very significant fund-raising and development projects made possible by Coleridge Families. - Major improvement to the school loos facilities - Installation of green screens on the East site of the school - Significant contributions from parents via donations - Significant contributions from Martyn Gerrard our sponsor Looking ahead, the charity has earmarked c £157,000 for specific grants to Coleridge Primary school. This includes: - c £105,000 towards Coleridge Voluntary Fund (incl. Gift Aid) - £17,000 to continue planned redevelopment of the playground areas, making this a safer and more useful area for children and building on c. £59,000 already invested. - There is £10,000 held aside to replace the turf on the multi-use games area (sports pitch). - There is a further £11,600 dedicated to provide financial support to the school, funded from voluntary financial contributions via donations towards the Learning Enhancement and Voluntary funding of the school. These funds will be deployed when needed to fund areas of the School Development Plan (SDP). Some money will also be used to cover essential school running costs, for example educational resources and premises costs. The Resources Committee of the school’s Governing Body will scrutinise spending and will hold the Senior Leadership Team to account, ensuring that the fund is appropriately spent to provide maximum impact. - c £4,400 for SEND projects - Finally there is £1,500 dedicated to projects to improve the air through the students Clean Air Coleridge project. |
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Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See pages 9-10 for the summary of the charity’s financial activities over the year and the position at 30 September 2021. An Independent Examiner has reviewed the annual accounts and the resulting report is included on page 8. It may be noted that the charity held funds raised for the Coleridge Voluntary Fund, that were to be passed directly to the school. The funds available for the charity to spend once all funds restricted for specific purposes or projects has been set aside is detailed on page 9. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Coleridge Families keeps a minimum of £8,000 in reserve to deal with unexpected costs and cash flow. Large expenditure plans are discussed at the AGM with ongoing expenditure discussed in open committee meetings |
| Amount of reserves held | Para 1.22 | £8,000 |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional)
You may choose to include further statements where relevant
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Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g. unincorporated association, CIO) |
Para 1.25 | 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 | Elected at the AGM |
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 | Coleridge Families |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1001997 |
| Charity’s principal address | Coleridge Primary School Crouch End Hill LONDON N8 8DN |
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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 21 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee(if any) |
|---|---|---|---|---|
| Elizabeth Mackie | Chair | 01/10/2020-14/12/2020 | Coleridge Families AGM | |
| Ayla Us | Co-Chair | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Joanna Shakhmin | Co-Chair | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Andrew Day | Secretary | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Peter Salerno | Treasurer | 01/10/2020-14/12/2020 | Coleridge Families AGM | |
| James Merryweather | Co-Treasurer | 14/07/2021-30/09/2021 | Coleridge Families AGM | |
| Kai Simmons | Co-Treasurer | 14/07/2021-30/09/2021 | Coleridge Families AGM | |
| Cristina Aldea | Co-Treasurer | 14/07/2021-30/09/2021 | Coleridge Families AGM | |
| Marielle Drier | Co-Treasurer | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Enrico De Vita | Co-Treasurer | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| CindyDos Santos | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Nora Zeidan | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Georgina Norton | Link Governor | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Enrico De Vita | Co-Treasurer | 14/12/2020-30/09/2021 | Coleridge Families AGM | |
| Victoria Roberts | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Susan Jones | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Melanie Solomou | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Sarah Wiley | 14/12/2020-30/09/2021 | Coleridge Families AGM | ||
| Morinade Akinbobola | Coleridge Families AGM | |||
| Kirika Bhatti | Coleridge Families AGM | |||
| Leon Choueke | Head of Coleridge Primary |
Coleridge Families AGM |
– Corporate trustees names of the directors at the date the report was approved
Director name none
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| none |
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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 |
||
|---|---|---|
| Joanna Shakhmin | ||
Chair |
||
| 25/07/2022 | ||
| 25/07/2022 |
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Section A
CHARITY COMMISSION FOR ENGLAND AND WALES
Independent examiner's report on the accounts
Independent Examiner's Report
Report to the trustees/ I members of �?ol_e_rid_g e _F_am_ili_e_s_______ �
On accounts for the year 30 September 2021 ended
Charity no 1001997 (if any)
Set out on pages
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I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended
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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.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention ( other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
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accounting records were not kept in accordance with section 130 of the Act or
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the accounts do not accord with the accounting records
I have no concerns 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: Name: Relevant professional qualification(s) or body (if any): Address: |
Please de I~~�~~'[ |
|---|---|
| C /1 1\, f1-. C - L L � , � \ � � (vVL I t'•7, r 0 vt� |
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| �- |
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| ~~:~~ |
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Coleridge Families Accounts – 30-Sep-21
- Inv 45 received for £6,140.28 on 18[th] Nov. (£4k Sensory Things, £1.7k Allotment, £0.4k other)
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2020-2021 CF Accounts- Income/Expense Detail RECEIPTS CVF Recei ts Donation5 CVF Gift Aid - CVF Total EXPENSES Ex enditure relatin School Halls (1005) V6 Garden Clean Air Coleridge SEND Base School Ha15 Indusion Reading Books General Total to Pro ects 99,333 3,006 102,339 (15,307) (12,122) {7,055) {2,559) (444) (138) (90) (37,714) Donation5 CF Midsummer's Night Dream - DVD/downloads Sponsorship Y6 Fundraising Gift Aid- CF Coleridge Cookbook Slent Auction Paypal Coleridge Merchandise Y6- Play Photos Christmas Cards Coleridge Joke Book Other Coleridge Fame5 Pet Show Loikdown Quiz Night Pumpkin Tral The Chaiities Trust Easyfundraising Amazon Giving Donations Piano Mustcal Bingo Stikin Labels 20,000 6,928 6,750 5,973 4,900 4,898 2.288 2,114 1,544 1,271 1,269 1,204 1,169 755 605 444 405 405 392 Ex enditure relatin YO Play Year 6 End of School Partv Coleridge Cookbook YO Fundraising Coleridge Families Website Renewal End of Year d5 Entertainment Mid5urnrner'5 Night Drearll - DVD/downloads Coleridge Jokebook Reception Bookbags Tiiket Talor Leaving Gift - Committee Members Y6- Play Photos Coleridge Merchandise General ent Auction Musli License Musical Bingo to fundratsin events other (7,637) {4.804) {3,837) {2,279) {1,428) {1,350) (800) (705) (672) (414) (300) (270) (231) (123) (149) (76) (25) (25,098) 300 280 168 04,122 Grand Total 166,461 Grand Total (62,812)