CHARITY COMMISSION FOR ENGLAND AND WALES
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Trustees' Annual Report for the period
From 01/09/2023 Period start date To 31/08/2024 Period end date
Charity name: Friends of Ashley Charity registration number: 1024028
| Objectives and Activities | Objectives and Activities | ||
|---|---|---|---|
| SORP reference Summary of the purposes of Para 1.17 the charity as set out in its aovemina document Summary of the main Para 1.17 and 1.19 activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. Statement confirming Para 1.18 whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Additional Information (optional) To enrich the education of the pupils at Ashley Church of England Primary School, Walton-on-Thames Activity focus is to • Develop working relationships with staff, parents/carers and others associated with the school • engage in activities, provide equipment or facilities which support the school and advances the education of the pupils In planning our activities for the year we kept in mind the charity Commission's guidance on public benefit at our trustee meetings. You mav choose to include further statements where relevant about: SORP reference ~~ane~~ |
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| Para 1.38 | |||
| Policy on grant making | |||
| Policy on social investment | Para 1.38 | ||
| including program related | |||
| investment | |||
| A great contribution of time, energy and Para 1.38 expertise is made by member volunteers. |
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| Contribution made by | The achievements of the charity would not | ||
| volunteers | be possible without the many hours of involvement and high levels of support of the |
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| volunteer body. | |||
| Other |
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Achievements and Performance
| SORP reference | ||
|---|---|---|
| Fundralslng Events | ||
| Summary of the main achievements of the charity, identifying the difference the charity's work has made to |
Para 1.20 | The Friends of Ashley held a number of events in the year raising funds to support the school • Christmas Bazaar £6,300 • Summer Feta £13,000 • Fireworks £8,000 |
| the circumstances of its | • May Ball -£2.600 |
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| beneficiaries and any wider | ||
| benefits to society as a whole. |
Other Fundralslng Activities The most significant items were |
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| Sales of Preloved uniform £1,100 | ||
| Christmas card/gifts £600 | ||
| Eco Stall £380 | ||
| Children's Activities and Parent/Carer | ||
| Social Events | ||
| Picnic to celebrate the end of the year and | ||
| thank the school community for their fundraising efforts through the year (aim to |
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| only cover costs). | ||
| Donations & Commissions | ||
| Clothes/toys collection £543 | ||
| Commissions, donations & Interest £570 | ||
| Expenditure | ||
| The Friends of Ashley funded the following | ||
| items in the year | ||
| • Bird Hide £4, 195 |
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| • Reading Dens £6,600 |
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| • Kitchen equipment £1,215 |
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| • Other expenses £4,000 |
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| • PTA costs £2,500 |
Additional Information (optional) You mav choose to include further statements where relevant about' Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other ~~a=~~ · CamScanner Ci
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Financial Review
| Financial Review | |
|---|---|
| Review of the charity's Para 1.21 financial position at the end of the period Statement explaining the Para 1.22 policy for holding reserves stating why they are held v |
There was an increase of surplus funds available at the end of the period from £56,869 to £65,029 mainly due to large expense expected early in the next year. Out of the funds remaining for the year £14,700 has been allocated towards outdoor enhancements, technology, books and sports equipment. The application of the remaining funds is being considered between the school and the committee. A minimum reserve of £5,000 is required to be maintained to honour annual expenditure items with a further £2,000 reserved to cover costs of olannina fundraisina activities. |
| Amount of reserves held Para 1.22 |
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| v Reasons for holding zero Para 1.22 reserves |
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| v Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern |
Additional information (optional)
You mav choose to include further statements where relevant about·
| The charity's principal sources of funds (including |
Para 1.47 |
|---|---|
| any fundraising) | |
| Investment policy and objectives including any |
Para 1.46 |
| social investment policy | |
| adopted | |
| A description of the principal | Para 1.46 |
| risks facing the charity | |
| Other |
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| Structure, Governance and Management |
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| Description of charity's trusts: Type of governing document Para 1.25 Constitution adopted on 18 September 2018 (trust deed, royal charter) How is the charity Para 1.25 Parent-Teacher association with all constituted? parents/carers of children at the school being (e.g unincorporated part of the association and 4 elected posts, association, CIO) Chair, Secretary, Treasurer and Communications. All roles were co-positions except for the Chair in the financial vear. Trustee selection methods Para 1.25 Elected at AGM 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 ~~et~~ |
| Additional Information (optional) You mav choose to include further statements where relevant about· All trustees give their time voluntarily and receive no remuneration or other benefits Policies and procedures adopted for the induction and Para 1.51 training of trustees The charity's organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other ~~=~~ |
| Reference and Administrative details |
| Charitv name Friends of Ashlev Other name the charitv uses FOA |
| Reaistered charitv number 1024028 |
| Charity's principal address AShley Church of England Primary School |
| Ashley Road |
| Walton on Thames |
| KT121HX |
Names of the charity trustees who manage the charity Name ofperson (or body) Dates acted If not for Trustee name Office (If any) whole year entitled to appoint trustee (If anv) 1 Helen Platt Chair 2 Elizabeth Grillo Co-Treasurer 3 Clare Birks Co-Treasurer 4 Louise Wilson Secretary ~~=o~~ 5 Catherine Furber Secretary 6 Sonia Kalsi Communications 7 Sarah Parker Communications 8 9 10 11 12 13 14 16 17 18 20 ~~===~~ - Corporate trustees names of the directors at the date the report was aooroved Director name 19 15
Name of trustees holding title to property belonging to the charity Trustee name Dates acted if not for whole vear ~~————~~
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Funds held as custodian trustees on behalf of others Description of the assets held in this capacity ~~pee~~ pee 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 kev personnel details
Other optional information
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Declarations
The trustees declare that they have approved the trustees' report above.
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Signed on behalf of the charity's trustees
Signature(s)
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Full name(s) EL1U&" Ttl G-/LJLLO
I | craee. BiZKcS I
Secretary, Chair, etc) Position (eg . I Tt.£ A.S1.1 lE1( _________ ....... | ______ _ TeAs-eee I
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CHARITY COMMISSION FOR ENGLAND AND WALES Frfends of Ashl•y Receipts and payments accounts CC16a For the perlod from eriou £;,irl d3ie. le 11912023 311812024 Section A Receipts and payments Unrestrlcted funds Restrlcted funds Endowment funds Total funds Last year to th• n•ar•st lo the n¢ar•st £ to th• n•ar•gt £ to tho n•ar•st £ to th• n•arest £ A1 Recel ts Fundralsin Events Other Fundraisln Aclivifles Parent Sodal Events Childrens Activibes Donatlons and Commisslon Interest Eamed 24.701 2.559 24.701 2.559 24,363 571 571 Sub total(Gross income forAR) A2 Asset and Investment sales, sèe table . 28A74 28,374 27.469 Sub total 28.374 28J74 27,469 A3Pa ments Playground Project Other Charitable Actiwties FOA Admin Eynses Technology Educational Investmenl 4,195 5,213.90 2.527.50 4,195 S214 2.527 1356 CCXX R1 accounts (SS) 2810312025
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Detsils to n•ar•st £ to n•aro•t £ to noar••t £ Fund to whlch as••t b•lory• Details Co•t (opllonal) Current valu• (optlonal) B3 Investment assets Fund to r#thlch ••s•t Details Cost l•*lonal) Currnnt valu• (optlonal) B4 Assets retalned for the charity's own use CCXX R3 accounts {SS) 2810312025
Fund to whSch Ilablllty relat0• Amount duo (optlonal) Whon du• (optlonal) Details B5 Liabllltles Signed by one or tsvo trustees on behalf of all the trustees Signature Print Name Date of approval ELIZ6[ G LL 41412 IF12S CCXX R4 accounts (SS) 2810312025
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trusteesl members of The Friends of Ashley School On accounts for the year ended 3110812024 Charity no (if any) 1024028 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('the Trust") for the year ended Responslbilitles 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 axamination 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 confirm that no mat8rial 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. Ploase delote the words in the braGkets rf they do not apply. Signed: Date: ILÈ 1612 Name.. RHiigKJ •V IER October 2018
Relevant professional qualification(s) or body (if any): Address: LUiLJCl£sT£ 12 QoAJi IkllLToNJ - OKJ . THA£ KTII 22 Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). IER October 2018
Give here brief details of any items that the examiner wishes to disclose. IER October 2018