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2025-08-31-accounts

REGISTERED COMPANY NUMBER: 02598202 (England and Wales) REGISTERED CHARITY NUMBER: 1007707

Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 August 2025

for Hopelands Preparatory School

Hopelands Preparatory School

Contents of the Financial Statements for the Year Ended 31 August 2025

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Cash Flow Statement 8
Notes to the Cash Flow Statement 9
Notes to the Financial Statements 10 to 15

Hopelands Preparatory School

Report of the Trustees for the Year Ended 31 August 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 August 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

Page 1

Hopelands Preparatory School

Report of the Trustees for the Year Ended 31 August 2025

OBJECTIVES AND ACTIVITIES Objectives and aims

Charitable Objects

The Objects of the Charity are set out in the Memorandum of Association and are "to promote and provide for the advancement of education (including social and physical training) and in connection therewith to conduct carry on acquire and develop in the United Kingdom any school or schools for the education of children of either sex or sexes." Within these Objects, the Charity holds restricted and unrestricted funds for special purposes in connection with the development of the schools' facilities, for bursaries and other educational purposes.

Public Benefit Aims and Intended Impact

Within these Objects the Charity's public benefit aim is to provide a first class independent education, both through strong academic tuition and through developing wider sporting, artistic and social skills in all its pupils who are between the age of 3 and 11. This is intended to provide an environment where each pupil can develop and fulfil his or her potential thus to help build self-confidence and inspire a desire to contribute to the wider community. In the furtherance of these aims, the Governors, as the charity trustees, have complied with the duty in S.4 of the Charities Act 2006 to have due regard to the Charity Commission has published general and relevant subsector guidance concerning the operation of the Public Benefit requirement under that Act.

Objectives for the year

Hopelands has always taken great pride in its reputation and continued success in students progressing to local grammar schools at the same time helping and supporting students into both the Independent and state sector schools. Therefore, our continued focus will be to:

  1. Achieve academic excellence for all pupils including those with SEN

We continue to invest in professional development ensuring that all staff are equipped with the skills needed to meet the stated aims and objectives. In addition, we continue to maintain a high teacher-to-pupil ratio, tailoring our curricular and extra-curricular services as appropriate in each case to suit individual needs.

  1. Pupil recruitment and retention

In the Autumn 2023, the school's top priority was the recruitment and retention of pupils into the school, this objective carried through to the Autumn of 2024. In January 2023, the school opened a nursery, which resulted in a much-improved outlook for the school, and pupil numbers remain stable.

  1. Ensuring school infrastructure supports delivery of outstanding education (structure of the school day, building classrooms, ICT & digital educational strategy, MIS & Office software).

In September 2022 the school day was extended from 3.30 to 3.45 and a daily individualised learning programme (IL) was introduced. This was based on support, extension and enrichment and providing further opportunities for pupils to excel academically and in their personal development, this has proved extremely beneficial, so we will continue to build on this.

Goals and future objectives

The Board recognise that the goals set out Autumn 2024 are both short, and medium-term goals. Future objectives will therefore be to build and develop on these goals with the addition of the following:

Bursaries

Families who are in need of financial assistance are invited to undergo a means test which will determine the level of assistance available to them. In assessing means, the school takes several factors into consideration including family income, investments and savings and family circumstances, for example, dependant relatives and the number of siblings.

Social and cultural welfare

Children from all backgrounds are welcome. The school is non-selective, and children are not required to undergo an entrance examination when joining the school although the Head may carry out an assessment to determine a pupil's educational needs to ensure they can fully benefit from the educational provision at Hopelands. We are an equal opportunity organisation and are committed to a working environment that is free from any form of discrimination on the grounds of colour, race, ethnicity, religion, sex, sexual orientation, or disability. We will make reasonable adjustments to meet the needs of staff, pupils and visitors who are or become disabled. The school has a disability and accessibility plan which aims to make the school more accessible to the disabled.

Page 2

Hopelands Preparatory School

Report of the Trustees for the Year Ended 31 August 2025

Our school is committed to safeguarding and promoting the welfare of our pupils; all staff and volunteers share this commitment. Recent ISI inspections praised the provision made for pastoral care.

FINANCIAL REVIEW

Financial review

Total income from charitable activities for the period was £877,820, compared with £834,105 in 2024. This is predominately due to the opening of the nursery and increased pupil numbers in years 4 to 6.

The cost of Charitable activities stood at £868,141 (£832,008 in 2024). Overall, generating a net surplus of £9,679 (a surplus of £2,097 was reported in 2024).

Total bank loans at year end stood at £353,582 (£378,137 in 2024). This loan is associated with the development of the new School hall in 2007 and acquisition of the neighbouring property in April 2012 and conversion to a single building. The School continues to benefit from these investment decisions. The bank loans are secured over the charity's properties. The School also secured the government backed Coronavirus bounce back loan of £50k, which has been paid off in line with the borrowing stipulations.

January 2025 saw the introduction of VAT on Independent School Fees except for nursery places, this has been an extremely difficult time for all Independent Schools with pupil numbers in decline, the main reason being affordability. As a school we worked on several scenarios regarding Labour's policy document, which stated that VAT will apply to Independent School fees from 1st January 2025, as well as the intention to remove the partial exemption from business rates for schools structured as charities. As a small school community, we understood that any changes to school fees must be carefully considered. After extensive financial modelling, the Trustees approved an increase in school fees of 15% effective from January 2025, although VAT is currently charged at 20%, the 5% gap would be mitigated by:

" Goods and services that are provided for the direct use of pupils will remain exempt of VAT. 1% of the fees we charge is in concept of books, tests and educational materials which are exempt from VAT.

" Being registered for VAT we will be able to claim output VAT back on expenditure, this equated to 2%. " We also identified efficiencies of 2% through cost control.

In addition, Labour's policy document specified the removal of the business rate relief from April 2025. This was an additional annual cost of £8,400 for Hopelands.

Reserves policy

The Trustees have established a policy whereby the remaining unrestricted funds not committed or invested in tangible fixed assets ('the free reserves') held by the charity should be between 3 and 6 months of the resources expended. This policy equates to £190,000 to £380,000 in general terms. At this level, the Trustees feel that they would be able to continue the current activities of the charity in the event of a significant drop in funding. It would be necessary to consider how to replace funding or our activities changed. At present, the free reserves, which amount to £135,831, is slightly below this range. The Trustees are working to build the reserves level up to the target policy through several initiatives and will continue to monitor the adequacy of reserves.

STRUCTURE, GOVERNANCE AND MANAGEMENT Governance and Management

All trustees give of their time freely and no remuneration or expenses were paid in the year. No Governor or person connected with a Governor received any benefit from either means tested bursaries or scholarships awarded to our pupils.

The trustees met as a Governing Body seven times during the year, to include but not limited to; budget approval, policy review, the school development plan and finance review.

Governing Document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 1985.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error. The Governors monitor reserve levels by ensuring controls exist over key financial systems, and by examining the operational and business risks faced by the charity, they have established effective systems to mitigate those risks.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

02598202 (England and Wales)

Registered Charity number

1007707

Page 3

Hopelands Preparatory School

Report of the Trustees for the Year Ended 31 August 2025

Registered office

38-40 Regent Street Stonehouse Gloucestershire GL10 2AD

Trustees

Mr R D James Chair of Governors Ms JR Lawry Mr R J Biggs Teacher Mrs L Forsyth HR Business Partner (resigned 31.1.25) Mr S J Antrobus Mr B Middlemiss Mrs B Hoyle

Company Secretary

Mrs T L Benson BA (Hons) CIMA

Independent Examiner

Mark Powell Monahans Chartered Accountants Hermes House Fire Fly Avenue Swindon Wiltshire SN2 2GA

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Mr R D James - Trustee

Page 4

Independent Examiner's Report to the Trustees of Hopelands Preparatory School

Independent examiner's report to the trustees of Hopelands Preparatory School ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 August 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 Act').

Having satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity's accounts as carried out under Section 145 of the Charities Act 2011 ('the 2011 Act'). In carrying out my examination I have followed the Directions given by the Charity Commission under Section 145(5) (b) of the 2011 Act.

Independent examiner's statement

Since your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants of Scotland, which is one of the listed bodies.

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe:

  1. accounting records were not kept in respect of the Company as required by Section 386 of the 2006 Act; or 2. the accounts do not accord with those records; or

  2. the accounts do not comply with the accounting requirements of Section 396 of the 2006 Act 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; or

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

Mark Powell

Monahans Chartered Accountants Hermes House Fire Fly Avenue Swindon Wiltshire SN2 2GA

Date: .............................................

Page 5

Hopelands Preparatory School

Statement of Financial Activities

for the Year Ended 31 August 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
2
211
Charitable activities
4
Direct Activities
877,609
Investment income
3
-
Total
877,820
EXPENDITURE ON
Charitable activities
5
Direct Activities
861,684
Governance Costs
6,457
Total
868,141
NET INCOME
9,679
RECONCILIATION OF FUNDS
Total funds brought forward
797,528
TOTAL FUNDS CARRIED FORWARD
807,207
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
211
877,609
-
877,820
861,684
6,457
868,141
9,679
797,528
807,207
2024
Total
funds
£
2,236
830,619
1,250
834,105
826,875
5,133
832,008
2,097
795,431
797,528

The notes form part of these financial statements

Page 6

Hopelands Preparatory School

Balance Sheet

31 August 2025

Notes
FIXED ASSETS
Tangible assets
10
CURRENT ASSETS
Stocks
11
Debtors
12
Cash at bank
CREDITORS
Amounts falling due within one year
13
NET CURRENT ASSETS
TOTAL ASSETS LESS CURRENT LIABILITIES
CREDITORS
Amounts falling due after more than one year
14
NET ASSETS
FUNDS
17
Unrestricted funds:
General fund
TOTAL FUNDS
Unrestricted
funds
£
1,043,513
50
9,637
225,964
235,651
(99,820)
135,831
1,179,344
(372,137)
807,207
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
1,043,513
50
9,637
225,964
235,651
(99,820)
135,831
1,179,344
(372,137)
807,207
807,207
807,207
2024
Total
funds
£
1,068,157
50
12,984
242,673
255,707
(109,021)
146,686
1,214,843
(417,315)
797,528
797,528
797,528

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 August 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 August 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. Mr R D James - Trustee

The notes form part of these financial statements

Page 7

Hopelands Preparatory School

Cash Flow Statement
for the Year Ended 31 August 2025
2025
Notes
£
Cash flows from operating activities
Cash generated from operations
1
37,175
Interest paid
(26,434)
Net cash provided by operating activities
10,741
Cash flows from investing activities
Purchase of tangible fixed assets
(2,895)
Interest received
-
Net cash used in investing activities
(2,895)
Cash flows from financing activities
Loan repayments in year
(24,555)
Net cash used in financing activities
(24,555)
Change in cash and cash equivalents in
the reporting period
(16,709)
Cash and cash equivalents at the
beginning of the reporting period
242,673
Cash and cash equivalents at the end of
the reporting period
225,964
2024
£
159,333
(26,434)
132,899
(16,772)
1,250
(15,522)
(25,062)
(25,062)
92,315
150,358
242,673

The notes form part of these financial statements

Page 8

Hopelands Preparatory School

Notes to the Cash Flow Statement for the Year Ended 31 August 2025

1. RECONCILIATION OF NET INCOME TO NET CASH FLOW FROM OPERATING ACTIVITIES

Net income for the reporting period (as per the Statement of Financial
Activities)
Adjustments for:
Depreciation charges
Interest received
Interest paid
Decrease in debtors
(Decrease)/increase in creditors
Net cash provided by operations
2025
£
9,679
27,539
-
26,434
3,347
(29,824)
37,175
2024
£
2,097
30,129
(1,250)
26,434
204
101,719
159,333

2. ANALYSIS OF CHANGES IN NET DEBT

At 1.9.24 Cash flow At 31.8.25
£ £ £
Net cash
Cash at bank 242,673 (16,709) 225,964
242,673 (16,709) 225,964
Debt
Debts falling due within 1 year (26,293) 689 (25,604)
Debts falling due after 1 year (351,844) 23,866 (327,978)
(378,137) 24,555 (353,582)
Total (135,464) 7,846 (127,618)

The notes form part of these financial statements

Page 9

Hopelands Preparatory School

Notes to the Financial Statements for the Year Ended 31 August 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Going concern

The trustees assess whether the use of going concern is appropriate i.e. whether there are any material uncertainties related to events or conditions that may cast significant doubt on the ability of the company to continue as a going concern.

The trustees make this assessment in respect of a period of at least one year from the date of authorisation for issue of the financial statements and have concluded that as a result of the above measures the school has adequate resources to continue in operational existence for the foreseeable future and there are no material uncertainties about the school's ability to continue as a going concern, thus they continue to adopt the going concern basis of accounting in preparing the financial statements.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

All fixed assets are initially recorded at cost.

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Freehold property - straight line over 50 years Computer equipment - 20% on reducing balance

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowances for obsolete and slow moving items.

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Page 10

continued...

Hopelands Preparatory School

Notes to the Financial Statements - continued

for the Year Ended 31 August 2025

2. DONATIONS AND LEGACIES

Donations
3.
INVESTMENT INCOME
Deposit account interest
4.
INCOME FROM CHARITABLE ACTIVITIES
Activity
Other incoming resources
Direct Activities
Fees
Direct Activities
5.
CHARITABLE ACTIVITIES COSTS
Direct Activities
Governance Costs
6.
SUPPORT COSTS
Management
Finance
£
£
Direct Activities
15,824
28,303
Governance Costs
-
-
15,824
28,303
7.
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
Depreciation - owned assets
Independent examination fee
2025
£
211
2025
£
-
2025
£
70,923
806,686
877,609
Support
Direct
costs (see
Costs
note 6)
£
£
722,510
139,174
-
6,457
722,510
145,631
Governance
Other
costs
£
£
91,907
3,140
-
6,457
91,907
9,597
2025
£
27,539
3,300
2024
£
2,236
2024
£
1,250
2024
£
75,079
755,540
830,619
Totals
£
861,684
6,457
868,141
Totals
£
139,174
6,457
145,631
2024
£
30,129
3,300

8. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 August 2025 nor for the year ended 31 August 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 August 2025 nor for the year ended 31 August 2024.

Page 11

continued...

Hopelands Preparatory School

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

9. TEACHERS' PENSION SCHEME

TEACHERS' PENSION SCHEME
Wages and salaries
Social security costs
Other pension costs
The average monthly number of employees during the year was as follows:
Management
Teachers
Other
2025
£
539,634
51,297
62,824
653,755
2025
2
12
15
29
2024
£
509,009
31,525
78,731
619,265
2024
2
11
13
26
The number of employees whose employee benefits (excluding employer pension costs) exceeded The number of employees whose employee benefits (excluding employer pension costs) exceeded £60,000 was:
2025 2024
£60,001 - £70,000 1 1

The key management personnel of the charity comprise the Trustees and the Headteacher as listed on page 10. The total amount of employee benefits (including employer pension contributions and employer national insurance contributions) received by key management personnel for their services to the charity during the year was £107,755 (2024:£108,199).

The Teachers' Pension Scheme (TPS) is a statutory, contributory, defined benefit scheme, governed by the Teachers' Pension Scheme Regulations 2014. Membership is automatic for teachers in academies. All teachers have the option to opt-out of the TPS following enrolment.

The school participated in the Teachers' Pension Scheme ("the TPS") for its teaching staff up until 2024 before opting out. The pension charge for the year includes employer's contributions payable to the TPS of £nil (2024: £74,626).

The TPS is an unfunded scheme to which both the member and employer makes contributions, as a percentage of salary - these contributions are credited to the Exchequer. Retirement and other pension benefits are paid by public funds provided by Parliament.

Under the definitions set out in FRS 102, the TPS is an unfunded multi-employer pension scheme. The charity is unable to identify its share of the underlying assets and liabilities of the plan. Accordingly, the charity has taken advantage of the exemption in FRS 102 and has accounted for its contributions to the scheme as if it were a defined contribution scheme.

Page 12

continued...

Hopelands Preparatory School

Notes to the Financial Statements - continued

for the Year Ended 31 August 2025

10. TANGIBLE FIXED ASSETS

10. TANGIBLE FIXED ASSETS
Freehold Computer
property equipment
Totals
£ £ £
COST
At 1 September 2024 1,263,554 142,696 1,406,250
Additions 1,300 1,595 2,895
At 31 August 2025 1,264,854 144,291 1,409,145
DEPRECIATION
At 1 September 2024 221,266 116,827 338,093
Charge for year 20,551 6,988 27,539
At 31 August 2025 241,817 123,815 365,632
NET BOOK VALUE
At 31 August 2025 1,023,037 20,476 1,043,513
At 31 August 2024 1,042,288 25,869 1,068,157
On 12 December 2013 certain land and buildings were valued externally at £1,185,000 as at 31 August 2013 by
James Pullin (MRICS) of Bruton Knowles using the Depreciated Replacement Cost basis. This valuation was
used to revalue the land and buildings in the accounts and on transition to FRS 102 has been used as deemed
cost.
11. STOCKS
2025 2024
£ £
Stocks 50 50
12. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Trade debtors 4,190 4,328
VAT 2,531 -
Prepayments and accrued income 2,916 8,656
9,637 12,984
13. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Bank loans and overdrafts (see note 15) 25,604 26,293
Trade creditors 15,712 1,870
Other creditors 24,917 3,300
Accruals and deferred income 33,587 77,558
99,820 109,021

Page 13

continued...

Hopelands Preparatory School

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

14. CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR

2025 2024
£ £
Bank loans (see note 15) 327,978 351,844
Other creditors 21,809 23,609
Accruals and deferred income 22,350 41,862
372,137 417,315
15. LOANS
An analysis of the maturity of loans is given below:
2025 2024
£ £
Amounts falling due within one year on demand:
Bank loans 25,604 26,293
Amounts falling due between two and five years:
Bank loans - 2-5 years 81,934 84,863
Amounts falling due in more than five years:
Repayable by instalments:
Bank loans more 5 yr by instalment 246,044 266,981
16. LEASING AGREEMENTS
Minimum lease payments under non-cancellable operating leases fall due as follows:
2025 2024
£ £
Within one year 1,008 1,008
Between one and five years 3,024 4,032
4,032 5,040
17. MOVEMENT IN FUNDS
Net
movement At
At 1.9.24 in funds 31.8.25
£ £ £
Unrestricted funds
General fund 797,528 9,679 807,207
TOTAL FUNDS 797,528 9,679 807,207
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 877,820 (868,141) 9,679
TOTAL FUNDS 877,820 (868,141) 9,679

Page 14

continued...

Hopelands Preparatory School

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

17. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

At 1.9.23
£
Unrestricted funds
General fund
795,431
TOTAL FUNDS
795,431
Comparative net movement in funds, included in the above are as follows:
Incoming
resources
£
Unrestricted funds
General fund
834,105
TOTAL FUNDS
834,105
Net
movement
At
in funds
31.8.24
£
£
2,097
797,528
2,097
797,528
Resources
Movement
expended
in funds
£
£
(832,008)
2,097
(832,008)
2,097

18. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 August 2025.

Page 15