Trustees’ Annual Report for the period
From 01 October 2023 To 30 September 2024
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 |
Several events and projects took place throughout the year: Money was spent on projects identified in collaboration with the school, including Multi Use Games Area refurbishment, number of workshops for children and talks for adults, exploring the project of refurbishing schools’ playgrounds. Coleridge Families collects donations via the Coleridge Voluntary Fund, which is passed directly to the school with Gift Aid claimed on donations where possible. Coleridge Families sells merchandise, some of which raises money specifically for Year 6 activities (for example school- branded clothing), and some of which contributes to general funds raised. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | 2023/2024 saw some reduction to donations by parent community towards the Coleridge Voluntary Fund (CVF). We received c.£ 36,000 in donations towards that appeal. The amount was down on previous year (c.£48,000) due to many significant regular donors leaving the school, and the uptake among new families being low, reflecting changing economic climate. Coleridge Families embarked on organising well-loved community fundraising events, as well as introducing some new ones. Year started slowly, with many new trustees of the charity getting used to managing events. However, soon the academic year was in full swing with School Play, Christmas events and Summer Fair organised as in previous years. A new event was introduced this year – a Fun Run – community running event held in local Finsbury Park, staffed by volunteers but underpinned by professional evets company Run Through. With the hope of Fun Run becoming an annual fixture, a specific fundraising goal of funding the refurbishment of school playgrounds was assigned to the run. With this event being held very much within the local community, it was recognised at our AGM in March 2024 that it has very important secondary goals – promoting the school within the local community at the time of decreasing demand for school places and promoting active, healthy lifestyle, inclusivity and resilience. Coleridge Families’ trustees decided to cover the cost of the event from general Coleridge Families’ reserves, with the entire income being devoted to the playground project. The run was a great success, raising GBP 22,000 gross, and greatly enjoyed by the participants. School’s Christmas Play was successful and well attended. DVD/Download sales and photos generated net income of GBP 3,200. Year 6 leavers’ events and fundraising like the Silent Disco and many cake sales were also enjoyed and well attended, leading to Year 6 leavers donating a surplus of over GBP 5,000 to school, after all the leavers’ events and free leavers’ Year Books issued to year 6 community were funded. |
|---|---|---|
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| Annual Summer Fair was also well |
|---|
| attended. This year we’ve had a |
| performance from a local musician and |
| school’s own extra-curricular clubs like |
| gymnastics club. Fair raised around GBP |
| 11,000, with silent auction raising nearly |
| GBP 5,000 of this amount. |
| This year we continued to move towards |
| higher proportion of cashless payment |
| collections with the use of pre-paid tokens |
| and Zettle app and readers. We have |
| observed additional benefits of introducing |
| these tools: |
| - children greatly enjoyed the |
| independence of spending tokens |
| whilst parents maintained control |
| over their spending; |
| - Zettle app allows any volunteer to |
| collect payments on their own |
| phones, making the process fast, |
| modern and stress-free, which we |
| hope will encourage more event |
| volunteers. |
| Throughout the year CF remained |
| committed to working in partnership with |
| the School and the governing body, |
| focusing on involvement and participation. |
| All the events were very well attended. CF |
| remained committed to supporting families |
| that are less well off, by providing free |
| tickets to events and tokens for activities for |
| the children eligible to Free School Meals. |
| Introduction of tokens in particular had a |
| positive effect on uptake and participation |
| of families who might otherwise choose not |
| to. |
| The accounts presented in this report have |
| been approved by the membership at an |
| AGM held in June. |
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
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| Contribution made by volunteers |
Para 1.38 | Coleridge Families does not have any paid employees. All the committee members are volunteers, including the school’s Head Teacher who acts in voluntary capacity for Coleridge Families. Events carried out in the year are staffed by parents of children at the school who volunteer their time. A network of class representatives (Reps) also volunteer to serve as a link between school and parents via WhatsApp throughout the year. |
| Other | Coleridge Families is inclusive PSA. Involvement in event organisation is encouraged by class representatives who act as volunteers’ “recruiters”. 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 engagement, with the key elements being involvement and participation from all and keeping all events 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 | What did the charity fund in 2023/2024: Coleridge Families (‘CF’) funded the refurbishment of the surface of the schools’ Multi Use Games Area. CF funded few workshops and awards like African Drumming workshop for children, Other items that were funded were sound equipment for the school’s stage at GBP 1,000, additional art supplies at GBP 300, gardening supplies for nursery children at GBP 700, ParentHub platform subscription for 2 years at over GBP 3,000, costs towards art exhibition inspired by the art of Lubaina Himid, anti-racism talk for parents and staff by Mpula Lawton, founder of ARISE. As in previous years CF funded Christmas gifts for all the Nursery to Y2 children -at a cost of £2,0000, and parties (supplied food and drink to all the Year groups) |
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| Looking ahead, the charity has earmarked | Looking ahead, the charity has earmarked |
|---|---|
| c. £71,000 for specific grants to Coleridge | |
| Primary School: | |
| - | c. £14,000 towards Coleridge |
| Voluntary Fund (incl. Gift Aid) | |
| - | c. £11,000 towards Learning |
| Enhancement Fund. 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. | |
| - | £29,000 to continue planned |
| redevelopment of the playground | |
| areas, making this a safer and more | |
| useful area for children | |
| - | £1,500 dedicated to projects to |
| improve the air through the students | |
| Clean Air Coleridge project. | |
| - | c. £1,600 towards creation of |
| outdoor reading area | |
| - | £5,200 towards ParentHub |
| subscription |
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 |
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Other
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | See pages 12-13 for the summary of the charity’s financial activities over the year and the position at 30 September 2024. • The total income recorded in the accounts for 2023-24 was £110,089 • The total expenditure recorded in the accounts for 2022-23 was - £109,087 The funds available for the charity to spend once all funds restricted for specific purposes/projects and reserves had been set aside was £18,369- this is detailed on page 13. An Independent Examiner has reviewed the accounts and the resulting report is included on page 14 It may be noted that the charity held funds raised for the Coleridge Voluntary Fund, that were to be passed directly to the school. |
|---|---|---|
| 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 |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| 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 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 | |
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Other
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 |
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Coleridge Primary School Crouch End Hill LONDON N8 8DN
Charity’s principal address
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Yordanka Yordanova | Chair | 02/02/2024-current | Coleridge Families AGM | |
| Magdalena Watson | Treasurer | 29/02/2024-current | Coleridge Families AGM | |
| Melanie Solomou | Allyear | Coleridge Families AGM | ||
| Sachika Yamawaki | Allyear | Coleridge Families AGM | ||
| Adam Freer | Allyear | Coleridge Families AGM | ||
| CindyDos Santos | Allyear | Coleridge Families AGM | ||
| Ilan Grunfeld | 29/02/2024-current | Coleridge Families AGM | ||
| Natasha Cobain | 02/02/2024-current | Coleridge Families AGM | ||
| JennyFoster | 02/02/2024-current | Coleridge Families AGM | ||
| Judit Santak | 02/02/2024-current | Coleridge Families AGM | ||
| Yo Gomi | 02/02/2024-current | Coleridge Families AGM | ||
| Sarah Wiley | Allyear | Coleridge Families AGM | ||
| Leon Choueke | Head of Coleridge Primary |
All year | Coleridge Families AGM | |
– 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
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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
10
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) |
Signature(s) Full name(s)Yordanka Yordanova ~~ene ~~ ~~a~~ |
Signature(s) Full name(s)Yordanka Yordanova ~~ene ~~ ~~a~~ |
Magdalena Watson ~~ee~~ |
|---|---|---|---|
| Position (eg Secretary, | Chair | Treasurer | |
| Chair, etc) | |||
| Date | 08/07/2025 |
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2023-2024 Coleridge Families Accounts – Income and Expenditure
Income
----- Start of picture text -----
Donations CVF+Gift Aid 36,003
Year 6 Income 24,206
Fun Run 22,095
Summer Fair 16,389
Food Bank collection 3,006
David Astburys Sponsorship 2,250
Christmas Books/Gifts 2,060
General CF 923
Coleridge Families Shop Income 322
Reading Bingo 1,296
Easy Fundraising 215
Other 1,324
Total 110,089
----- End of picture text -----
Expenditure
----- Start of picture text -----
Donations CVF+Gift Aid -40,826
Year 6 Expenses -19,013
Fun Run -11,896
Summer Fair -4,989
Food Bank collection -2,867
MUGA fund -11,207
Christmas Books/Gifts -2,035
Parent Hub -3,488
Drumming Workshops -1,103
School's sound equipment -1,087
New gazebo -1,332
Books/Book Projects -1,102
Other school Projects -2,698
General CF supplies and m -3,072
LEF -697
Reading Bingo -200
Playground Project -305
Other -1,170
Total -109,087
----- End of picture text -----
*Year 6: leavers' hoodies, Christmas Puddings, play DVDs & photos, leavers' parties
**Total sponsorship from David Astburys per year = £2,250
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2023-2024 CF Accounts – Cashflow, Balance and Remaining Available to Spend
----- Start of picture text -----
Item Amount
Opening Bank Balances 1-Oct-23 87,079
CVF Receipts + Gift Aid 36,003
All Other Fundraising Income 74,086
Bank Interest 801
Expenditures: relating to Prior Year -774
Expenditures: CVF + Gift Aid -40,826
In-Year Expenditures relating to fundraising/events/other -67,486
Closing Balance 88,883
Closing Bank Balances 30-Sept-24 88,883
Variance 0
Amounts Accrued 0
Total Funds 88,883
Amounts Held Aside 70,514
Remaining Available To Spend 18,369
----- End of picture text -----
2023-2024 CF Accounts – Detail of Amounts Held Aside
| As at | Amount |
|---|---|
| Amounts held aside | |
| CVF - Coleridge Voluntary Fund Jun- Sept |
8,211 |
| CVF - Coleridge Voluntary Fund Gift Aid |
5,714 |
| CF Capital Reserve | 8,000 |
| Parent Hub 3year subscription | 5,232 |
| Outdoor ReadingAreas | 1,635 |
| MUGA Replacement Fund | 0 |
| LEF - LearningEnhancement Fund | 10,939 |
| Playground | 29,283 |
| SustainabilityFund | 1,500 |
| Amounts held aside total | 70,514 |
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Coleridge Farnilies On accounts for the year ended 30 September 2024 Charity no (if any) 1001997 Set out on pagès 12-13 I report to the trustees on my examination of the accounts of the above charity {°the Trust.) for the year ended 30109 12024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan with the requirements of the Charities Act 2011 (Yhe 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. I have completed my examination. I cOnfin that no material matters have 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: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concems 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. ea delete the words in the brackets if they do not apply. Signed: Date: 0810712025 Name: zabela M Suchomska Relevant professional qualificationls) or body {if any): Chartered Institute of Taxation (191533) Address: 124 Finchley Road London NW3 5JS IER October 2018
Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidan for examiners). Give here brief details of any iteffls that the examiner wishes to disclose. IER October 2018