Trustees’ Annual Report for the period
Period start date from: 1st September 2023 Period end date to: 31st August 2024
Charity name: Friends of Bishops Waltham Junior School
Charity registration number: 102910
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the association (the objects) is to advance the education of pupils in the school in particular by: 2.1 Developing effective relationships between the staff, parents and others associated with the school 2.2 Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. |
| 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 |
To raise monies for the pupils of Bishop’s Waltham Junior School through fundraising activities, this included community film nights, Easy fundrasing, school lottery, fireworks, christmas fayre, christmas shopping, film night, easter egg hunt, ice cream fridays and a colour run. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I can confirm the trustees have had regard for the guidance issued by the Charity Commission. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| N/A | ||
| Para 1.38 | ||
| Policy on grant making | ||
| N/A |
| Policy on social investment including program related investment |
Para 1.38 | |
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Volunteers contribute by providing their time at fundraising events |
| 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 | Over the reporting period the Charity has been able to provide a new play trail, Science Dome visit, Library Books,Author Visit (Kerry McIntosh), 16x Chrome Books, Money for Library Improvements, Weather Station Equipment, Class Cameras, Leigh Hodgkinson,Artist Visit, Well Being Morning Year 6 Leavers activities and a Library Mural. This has benefited the pupils of all year groups 3-6 years, enhancing their experience at the school. |
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 | |
| Para 1.41 |
Investment performance against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Figure in bank at end of reporting period £10,263.63 |
Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
Amount of reserves held |
Para 1.22 | 0 |
| Reasons for holding zero reserves |
Para 1.22 | Not required |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | None |
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 | |
| 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 | unincorporated |
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 | Trustees are elected at the AGM after expressing an interest in the role. They are voted in with a minimum of 2 votes in their favour. |
| 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 |
Policies include:- code of conduct complaints conflict of interest equal opportunities expenses safeguarding social media volunteering |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The charity operates with 6 trustees who are voted in and a number of additional volunteers. Trustee roles include: Chair Vice Chair Treasurer Vice Treasurer Secretary Vice Secretary |
| Relationship with any related parties |
Para 1.51 | None |
| Other |
Reference and Administrative details
| Charity name | The Friends of Bishop’s Waltham Junior School |
|---|---|
Other name the charity uses |
FOBS |
| Registered charity number | 1029101 |
| Charity’s principal address Bishop’s Waltham Junior School, Oak Road, Bishop’s Waltham, Hampshire SO32 1EP |
|
|---|---|
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 Nam e of pers on (or body ) entitl ed to appo int trust ee (if any) |
|---|---|---|---|
| Quita Walker | Chair | ||
| Carl Chandler | Treasurer | ||
| Zoe Smart | Secretary | ||
| EmilyRothwell | Vice Chair | ||
| Lisa Tibballs | Vice Treasurer | ||
| Jennifer Evans | Vice Secretary | ||
– 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 |
none |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
n/a |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
n/a |
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|---|
| Type of adviser Name Address |
|||
| 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 Carl Chandler Full name(s) Position (eg Secretary, Chair, etc) Treasurer Date 02/06/2025
Friends of Bishops Waltham Junior School
Treasurer's Report 1st September 2023 - 31st August 2024
| Bank Opening Balance 01/09/23 | 21,637.37 | 21,637.37 | |||
|---|---|---|---|---|---|
| Event | Income | Expenditure | Overall Profit/Loss | ||
| £ | £ | £ | |||
| Fundraising Events | |||||
| Community Film Nights | £373.95 | £0.00 | £373.95 | ||
| Easy Fundraising | £179.55 | £0.00 | £179.55 | ||
| School Lottery | £2,407.10 | £20.00 | £2,387.10 | ||
| Fireworks | £12,092.46 | £6,869.10 | £5,223.36 | ||
| Ice Cream Friday Sept 23 | £257.83 | £30.68 | £227.15 | ||
| Wreath Making | £700.47 | £236.88 | £463.59 | ||
| Christmas Fayre | £2,140.82 | £774.09 | £1,366.73 | ||
| Elfridges | £2,902.72 | £2,298.14 | £604.58 | ||
| Children's Film Night | £671.83 | £198.48 | £473.35 | ||
| Easter Trail | £1,170.79 | £501.77 | £669.02 | ||
| Ice Cream Friday | £936.34 | £318.32 | £618.02 | ||
| Colour Run | £5,463.09 | £3,190.14 | £2,272.95 | ||
| Fun Sports Refreshments | £223.10 | £48.00 | £175.10 | ||
| Miscellaneous | £4,108.61 | £1,283.29 | £2,825.32 | ||
| Totals | 33628.66 | £15,768.89 | £17,859.77 | ||
| Recharges (Donations to School) | |||||
| 18/10/2023 | Play Trail | £15,000.00 | |||
| 27/11/2023 | Science Dome | £1,530.00 | |||
| 27/11/2023 | Play Trail | £5,502.40 | |||
| 8/12/2023 | Library Books | £648.64 | |||
| 12/1/2024 | Author Visit (Kerry McIntosh) | £174.75 | |||
| 26/1/2024 | Mental Health Week | £185.00 | |||
| 6/2/2024 | 16x Chrome Books | £3,184.00 | |||
| 6/2/2024 | Library Improvements | £174.13 | |||
| 6/2/2024 | Weather Station Equipment | £62.74 | |||
| 6/2/2024 | Class Cameras | £334.85 | |||
| 3/6/2024 | Leigh Hodgkinson,Artist | Visit | 4.6.24 | £300.00 | |
| 3/6/2024 | Well Being Morning | £369.00 | |||
| 27/6/2024 | Year 6 Leavers | £678.00 | |||
| 5/7/2024 | Library Murals | £1,100.00 | |||
| TOTAL | £29,243.51 | ||||
| Profits From Events | £17,859.77 | ||||
| Yearly Profits after school Donation | -£11,383.74 | ||||
| FIGURE IN BANK AT CLOSE | £10,253.63 | ||||
| Prepared by Carl Chandler | |||||
| Treasurer |
Independent examiner's report on the accounts
Independent Examiner’s Report
Report to the trustees
Charity Name Friends of Bishops Waltham Junior School
On accounts for the year 31 August 2024 Charity no 1029101 ended (if any) Set out on pages 1 (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 31 / 08 / 2024.
Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all 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 in connection with the examination which gives me cause to believe that in, any material respect:
-
the accounting records were not kept in accordance with section 130 of the Charities Act; or
-
the accounts did not accord with the accounting records; or
-
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 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.
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.
Signed: Date: 30 May 2025 Name: Samuel Stapleton Relevant professional ACCA – Association of Chartered Certified Accountants qualification(s) or body AAT – Association of Accounting Technicians (if any): Address: Suite 19 Brambles Business Centre Hussar Court, Westside View
Waterlooville, PO7 7SG
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .