## **Trustees’ Annual Report for the period**
**From 31 August 2021 Period start date To August 2022 Period end date**
**31**
## **Charity name: The Friends of Appleford**
## **Charity registration number: 1010066**
## **Objectives and Activities**
SORP reference Summary of the Para 1.17 **To raise funds for Appleford** purposes of the charity **school in order to provide** as set out in its **facilities and support to pupils,** governing document **teachers and parents. To promote dyslexia and special educational needs awareness.** Summary of the main Para 1.17 and **To organise events like a** 1.19 activities in relation to **Christmas fayre, Applefordian** those purposes for the **day, receptions and fundraising** public benefit, in **events.** particular, the activities, projects or services identified in the accounts. Statement confirming Para 1.18 **The trustees have had regard to** whether the trustees **the guidance issued by the** have had regard to the **charity commission.** guidance issued by the Charity Commission on public benefit
## **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**
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SORP reference
The charity has supported the
development of an educational
tool called The Listening
Summary of the main Programme which was requested
Para 1.20
achievements of the by our Occupational Therapists to
charity, identifying the help the children with
difference the charity’s independent thinking and focus.
work has made to the The charity was successful in
circumstances of its obtaining a grant for £20,000 to
beneficiaries and any purchase and install a new
wider benefits to society wooden outdoor classroom to
as a whole. support further both our forest
school and lessons across the
wider school.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 The Friends of Appleford had an
financial position at the income of £36,395.11 and
end of the period expenditure of £33,648.71
resulting in a net income of
£2,746.40
At August 2022, the net assets
were
£61,396.07
Statement explaining Para 1.22 Reserves are held for the
the policy for holding following reasons:
reserves stating why 1. To support a family with one
they are held terms school fee if their
financial situation has
changed temporarily
2. To support a family
financially if they struggle
to pay for a specialist report
3. Annual reoccurring events
4. Agreed projects by the
committee which have not
been completed within the
financial year
Amount of reserves held Para 1.22 Reserved amount at 31 August
2022 is
£28,133.45
Reasons for holding zero Para 1.22
reserves
Details of fund Para 1.24
materially in deficit
Explanation of any Para 1.23
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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The charity’s principal
sources of funds Para 1.47
(including any
fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the Para 1.46
principal risks facing the
charity
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other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Trustees are elected by the
methods including committee members.
details of any
constitutional provisions
e.g. election to post or
name of any person or
body entitled to appoint
one or more trustees
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name The Friends of Appleford
Other name the charity
uses
Registered charity 1010066
number
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Charity’s principal Appleford School
address Elston
Shrewton
Salisbury
Wiltshire
SP3 4HL
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
Carolyn Trustee/Secretary Friends of Appleford
1
Shipstone Committee
Anna Cathrine Trustee/Treasurer Friends of Appleford
2 Dahlqvist Committee
Broome
Camilla Newman Trustee/Chairman Friends of Appleford
3
Committee
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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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**
**FRIENDS OF APPLEFORD**
**STATEMENT OF ACCOUNTS: 1 SEPTEMBER 2020 - 31 AUGUST 2022**
|**PROFIT & LOSS ACCOUNT**
**INCOME**
Parents Reception Evening
Donation - Tesco Groundworks - Horticultural Garden
Cycling Challenge
Old Applefordian Day
School Bus
Christmas Fair
Cake Sales
Easy Fundraising
Gift Aid
Second Hand Uniform
Apple Orchard Fund
Grant - Hacker Young - Hanley Building
Donation - Dr Gardner
**TOTAL INCOME**
**EXPENDITURE**
Contribution towards assessement report
Orchard garden & Horticultural Garden
Contribution towards Summer Ball
Listening programme - OT
Old Applefordian Day
Equipment for Forrest School - Prep School
Donation towards Sport Equipment
Share of Hanley Building
Gazebo - Garfield Weston Grant
Contribution towards Activity Week
Other
**TOTAL EXPENDITURE**
**TOTAL NET INCOME**
**BALANCE SHEET**
**Debtors**- receivables
Total Debtors
_Available to distribute:*_
Cash
HSBC - Bank account
_Reserved for agreed projects:**_
HSBC - Apple Orchard Fund
HSBC - Bank account
**Creditors**-payables
Total Creditors
**NET ASSETS**
Balance sheet brought forward
Net income above
Net assets reconciliation
_* Total available funds_
_** Total reserved funds for agreed projects_|**£**
**£**|**£**
1,445.00
1,000.00
40.00
1,160.26
4,200.00
825.65
187.00
470.25
1,875.00
422.95
1,269.00
20,000.00
3,500.00|
|---|---|---|
|||**36,395.11**|
|||875.00
1,300.00
990.00
2,319.00
150.00
6,375.00
167.79
20,000.00
256.79
1,000.00
215.13|
|||**33,648.71**|
||||
|||**2,746.40**|
||||
||||
|||**61,396.07**|
|||**58,649.67**|
|||2,746.40|
|||**61,396.07**|
|||_33,262.62_
_28,133.45_|
£0.00
These accounts were approved by the Friends of Appleford on the 6th of September 2022
Mrs C Newman
Mrs C Shipstone - Secretary
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report**
**Report to the trustees/** Charity Name **members of** The Friends of Appleford **On accounts for the year** August 31, 2022 **Charity no** 1010066 **ended (if any) Set out on pages** 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **DD / MM / YYYY** .
- **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:
- accounting records were not kept in accordance with section 130 of the Act or
- 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: Date:** 21 June 2023 **Name:** Katrina Sarti **Relevant professional** n/a **qualification(s) or body (if any):**
**Address:** 11 Westbourne Avenue Emsworth PO10 7QT
## **Section B Disclosure**
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**October 2018**
**IER**
1
## **Give here brief details of any items that the examiner wishes to disclose** .
1. Please note I am not a qualified accountant but have experience of signing off accounts through my role in senior NHS post.
2. All the accounts were clear and easy to cross reference with detailed items
3. I confirm that there does not appear to be any material matters to report or disclose
**October 2018**
**IER**
2