Trustees’ Annual Report for the period
From 01/10/2023 Period start date To 30/09/2024 Period end date
Charity name: Friends of Old Basing Schools (“F.O.O.B.S”)
Charity registration number: 1027057
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the pupils in the schools. Provide and assist in the provision of such facilities or items for education at the schools as agreed between the Committee and the Headteachers. |
| 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 |
Development of staff and school/parent relationships FOOBS attend new intake meetings to sell 2nd hand uniform We run an Easter event and Summer Fair every year to increase commitment and familiarity within the schools for the whole family Provision of funds and facilities - £28.4k donated across the two schools F.O.O.B.S raises funds through the following activities: 1. FOOBS Lotto 2. Christmas Fair 3. School Discos 4. Bags2School 5. Letters to Santa 7. 2ndHand Uniform 8. Sports Day refreshments 9. Christmas Cards 10. Summer Fair |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | FOOBS aims to make all its activities accessible to all pupils from both schools. |
FOOBS writes a piece for each school newsletter and has implemented its own website to keep parents updated on all events.
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
| 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 | Funds raised were used to provide the following for the two schools supported by this charity: Multi‐use games area, new playground markings, new fixed netball/basketball post, an interactive white board and increasing the selection of poetry books in the junior school library. A summary of the top money‐making activities are listed below: Discos £2,499 Lotto £1,186 Summer Fair £9,921 Easter Fair £1,813 Christmas Markets £1,329 Fun Run £2,932 |
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 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | Financial position at the end of the period was £29,744 allowing more funds to be allocated to the schools at the annual AGM. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | F.O.O.B.S does not have a policy on reserves, but the Treasurer looks to maintain enough money in the bank accounts to fund all forthcomingexpenses. |
| Amount of reserves held | Para 1.22 | We aim to hold reserves of c.£6k to fund any unforeseen expenditure and to allow up front payment of costs for events / activities run by the charity. |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a – no uncertainties |
| Additional information (optional) You may choose to include further statements |
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 | Principal sources of funds for 2022/23 were: Summer Fair Christmas Market Fun Run Lotto Discos Easter fair |
| 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 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution adopted 09‐09‐93 as amended on 13‐10‐09 as amended on 11‐01‐17 as amended on 02‐10‐18 as amended on September 2022 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Standard Registration |
| 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 | Nominated, seconded and voted in for at the AGM and between AGM, co‐opted by Committee by members when relevant |
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 | The Charity F.O.O.B.S. works closely with the two schools: Old Basing Infants and St Marys CofE Juniors and a member of staff from each school attends all committee meetings. F.O.O.B.S. is a member of Parentkind. F.O.O.B.S. holds regular committee meetings, usually 1 per half term but more if specific event is being organised – the sub‐committee would report back to the whole committee as and when convenient. |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charityname | Friends of Old BasingSchools |
|---|---|
| Other name the charityuses | F.O.O.B.S. |
| Registered charitynumber | 1027057 |
Charity's principal address
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 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Lucy Braithwaite | Secretary | AGM | ||
| Denise Connor | AGM | |||
| Janine White | AGM | |||
| Kate Watson | AGM | |||
| Laura Grant | AGM | |||
| Joanna Henry | Chair | AGM | ||
| Gareth Pugh | Chair | AGM | ||
| Katherine Antrobus | AGM | |||
| Clare Warner | AGM | |||
| Georgie Bole | Treasurer | 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
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
n/a
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 |
Georgie Bole |
|
|---|---|---|
| Georgie Bole |
Lucy Braithwaite | |
Treasurer |
Secretary | |
| 24/07/2025 |
Friends of Old Basing Schools Annual accounts Accounting year ended 30/09/2024
| Gross Income Gross Expenses Net Surplus 2024 |
2023 Net Surplus |
|---|---|
| Fun Run 2023 4,026.14 (1,185.24) 2,840.90 Fun Run 2024 2,256.32 (2,165.66) 90.66 Christmas cards 1,989.50 (1,180.20) 809.30 Christmas markets 2,272.86 (943.53) 1,329.33 Letters to Santa 439.59 (165.46) 274.13 Easter fair 2,001.25 (188.16) 1,813.09 Summer fair 14,729.12 (4,807.92) 9,921.20 Discos 3,582.52 (1,083.73) 2,498.79 Movie Night 362.95 (159.74) 203.21 Quiz night 1,828.52 (1,073.96) 754.56 General refreshments and consumables 165.23 (108.09) 57.14 Lotto 1,205.50 (20.00) 1,185.50 Uniform sales 626.72 (2.39) 624.33 Amazon smile - - - Bags to school 196.40 - 196.40 Easy fundraising 266.30 - 266.30 Fireworks 229.00 - 229.00 Dare to be Different 929.17 - 929.17 Year 2 tea towels 692.80 (402.26) 290.54 Costume hire 15.00 - 15.00 Gorilla Gin 15.00 - 15.00 Family donation - - - PTA renewal - (153.00) (153.00) Capital spend - (571.50) (571.50) Donation to schools - (28,411.02) (28,411.02) - - 37,829.89 (42,621.86) (4,791.97) |
1,824.40 893.19 803.45 1,746.72 331.75 1,737.83 14,118.47 2,680.23 145.38 809.36 (94.32) 1,647.25 961.66 377.63 367.00 197.67 272.00 994.08 181.52 6.00 110.00 116.00 (140.00) (192.06) (21,500.00) 8,395.21 |
| Total Net balances at 1 October 2023 34,535.99 Activity in the period (4,791.97) Balances at 30 September 2024 29,744.02 Variance - |
Reserve account/current account and petty cash Reserve account/current account and petty cash |
Section A CHARITY COMMIS510N Independent examinerfs report on the I FOR ENGLAND AND WAiES | accounts Report to th• tnJ¥l••• Ind•pend•nt EJ(•mln•r'• R•port i FnenLl8 Of0 Ba8ing Schoo On •¢counts ffbr th• y•ar i iOIOW2024 •nd8d Set out on p•ge• Charlty no 1027057 '"V I reLh)rt to thè tru$lwE on my tsxaniination of Ine accoun of th• above hanty I"Ihe Trusi") for the year ended 3010912024 As th• charity's trugtees. you are responsible for Ihe pr•paration of the accounts in accordance wrth the rpquirem•nt¥ of th• Charrtio¥ Aet 2011 I"th¥ Ao"). Responsibllitl•s bas18 of report I report in respèct of my gxamination of the Trust's accounts camed out under section 74S ol the 2011 Act and in carrying out my examination I havo followed all tne applicabl¢ Directl¢*ns given by the Charrty Commissic under section 14515llbl ol the Act. Independent I have comtyeled my examination I confim that no matenal rnatt•rq hav• examinerfs statemènt r.omo to my alleiilion In connection with the examination I r•8PèCt which gives me ¢au$e to telieve that in, any matenal the accounting records not kept in accordance %wth sects'on 130 of th¢ Charrtie¥ Act. or the accounts did nol accord wilh Ihe accounting records.. or the accounts ald noi ¢omply with the applicable requirements conceming the form and content of accounts set out In the Chariti•s {Accoui?l¥ and Reponsi Regulation5 2008 other than any requirement that the accounts give a 'lnJe and fair. view which 1$ not a matter considered as part of an Independent examination I have no concems and hav• come acro3s no olher marters In ¢onnecti with the examination lo which attention should be drawn In this Teport in order lo enable a prop•r under8tonding ol IIIE accounis io te reathed. ' He8s6 delele the words in the br8ckets rflhey dr) nol appty. Signed.. Date: 17. 7- 102 Name: Lligo PooT[ A CT Relevant profe$slonal qualification(s) or body lif anyi.. Address: O CothJL P QL 4PIT Oct 2018
Seciion 8 DISclosure only ¢urnfvie If itte txatniDer io highlight malenal matiets of ooncem {see CC32 Indetwwjeni ezafflinaiion of cnarrty 3CC4unis dIreon5 h•r• bw¢l•kn4 1)1 any +i•m Ihaith• •Aamin•rh• to IER Oct201J