## **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** .