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← Friends Of Scholes Primary

2024-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2023 Period start date To 31/08/2024 Period end date

Charity name: Friends of Scholes Primary

Charity registration number: 1030922

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To provide social events for the wider
school community and raise funds to
provide resources which will enhance the
children's education.
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		 The main activities of the charity are to
put on community events which develop
relationships between staff, parents and
pupils and additionally raise funds which
can be used to benefit the school.
Key projects supported during the year
include the refresh of the school library
books, ongoing work to improve the
school garden and the adventure
playground, and to sponsor school’s
football kits across various year groups.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 The trustees have had regard to the
Charity Commission’s guidance on
public benefit when planning all events
and determining how best to utilise funds
raised.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 N/A
Policy on social investment
including program related
investment		 Para 1.38 N/A
Contribution made by
volunteers		 Para 1.38 FOSP relies on the time and dedication of
its volunteers

Other

N/A

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 The charity ran a number of events
throughout the year including school
discos, easter competition, quiz night,
Santa letters and refreshments for the
school performances. Between them,
these events raised £3,728.86.
The charity managed to secure funding
from the local community fund for £1,500
to contribute towards school’s garden
project.
The charity was also fortunate enough
this year to be given a considerate
amount of fund £27,684.60 from an
organisation that was closed down in
2024.
From all the fundraising amount, the
charity was able to donate £25,775.42 to
the school which had been put towards
the improvement of school playgrounds,
new sport kits, new educational signages
and other projects.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 Whilst no formal objectives are set for
any given period, the Committee are
constantly trying to increase the amounts
that are raised the school on a
year-by-year basis and that was achieved
this year.
Performance of fundraising
activities against objectives
set		 Para 1.41 N/A
Investment performance
against objectives		 Para 1.41 N/A
Other N/A

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 At the year-end of 2024, the charity had
£18,406.53 in the bank of which £10,000
has been put away into a saving account.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 N/A
Amount of reserves held Para 1.22 N/A
Reasons for holding zero
reserves		 Para 1.22 The holding of reserves is deemed to be
unnecessary as the charity has no
regular commitments. Any amounts paid
to the school are for items or events
outside of the school budget, so are not
relied upon by the school for ongoing
costs.
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 Given the strong cash position of the
charity, there is no uncertainty
surrounding the charity continuing as a
going concern.

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
The principal source of funding comes
from parents/carers and members of the
local community who support events that
are organised to raise funds.
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 N/A
A description of the principal
risks facing the charity		 Para 1.46 N/A
Other N/A

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution adopted 12/05/1993 as
amended on 07/10/1993 as amended on
18/10/1996 as amended on 02/11/2011
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Unincorporated association
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 appointed or reappointed
annually at the Annual General Meeting
held in October

Additional information (optional)

Additional information (optional) Additional information (optional) 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 N/A
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 N/A
Relationship with any related
parties		 Para 1.51 N/A
Other The success of the charity is due solely
to the tireless work of countless
volunteers all of whom are striving to
help the Scholes community.

Reference and Administrative details

Charity name Friends of Scholes Primary
Other name the charity uses FOSP
Registered charity number 1030922
Charity’s principal address C/O Scholes (Elmet) Primary School
Station Road
Scholes
Leeds
LS15 4BJ

Names of the charity trustees who manage the charity

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20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (ifany)
Caroline Wilson Chair
Mei-Ling Hsiao-
Hick		 Treasurer
Jane Clay Secretary
Emma Seymour Co-Chair

– 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 N/A held in this capacity

Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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) Mei-Ling Hsiao-Hick Position (eg Secretary, Treasurer Chair, etc)

Date 24 February 2025

Friends of Scholes Primary Friends of Scholes Primary Friends of Scholes Primary Friends of Scholes Primary 1030922 1030922
Receipts andpayments accounts CC16a
For the period
from
~~ee ~~		 For the period
 9/1/2023
To
~~ee~~		 8/31/2024
Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Proceeds from events 5,346 - - - 5,346 4,325
Scholes & Barwick CommunityFund - 1 1,500 - 1,500 4,500
Other fundraising 873 - - - 873 1,521
Donation 27,685 - - - 27,685 132
Matched funding - - - - - 356
- - - - - -
- - - - - -
- - - - - -
Sub total(Gross income for AR) (Gross income for AR) 33,904 1,500 1,500 - 35,404 10,834
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
Total receipts 33,904
1,500
-
35,404
10,834
A2 Asset and investment sales,
(see table).
~~——————~~
A3 Payments
Donations to school 21,275 4 4,500 - 25,775 4,930
Runningcosts 153 - - - 153 140
Cost ofputtingon events 2,187 - - - 2,187 1,748
Cost ofgoods sold 303 - - - 303 573
Bank charges - - - - - 50
- - - - - -
- - - - - -
- - - - - -
- - - - - -
**Sub total ** 23,918 4 4,500 - 28,418 7,441
-
-
-
-
-
-
-
-
Sub total -
-
-
-
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Total payments 23,918
4,500
-
28,418
7,441
A4 Asset and investment
purchases, (see table)
~~—————~~
Net of receipts/(payments) 9,986
- 3,000
-
6,986
3,392
A5 Transfers between funds
-
-
-
-
4,925
A6 Cash funds last year end
9,581
1,840
-
11,421
3,104
Cash funds this year end 19,567
- 1,160
-
18,407
11,421
~~=====~~

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B5 Liabilities
B4 Assets retained for the
charity’s own use
Signed by one or two trustees on
behalf of all the trustees		 Details
Cash at Bank (Lloyds)
Details
Details
Details
Details
Signature
#VALUE!
#VALUE!
Total cash funds
(agree balances with receipts and payments
account(s))		 to nearest £
to nearest £
8,407
10,000
-
-
-
-
8,407
10,000
Agreement Error
Agreement Error
to nearest £
to nearest £
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Cost (optional)
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Cost (optional)
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Print Name
Mei-LingHsiao-Hick
Emma Seymour
Unrestricted
funds
Restricted
funds
Unrestricted
funds
Restricted
funds
Fund to which
asset belongs
Fund to which
asset belongs
Fund to which
liability relates
Amount due
(optional)		 to nearest £
Endowment
funds
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OK
to nearest £
Endowment
funds
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Current value
(optional)
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Current value
(optional)
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When due
(optional)
Date of
approval
#VALUE! Mei-LingHsiao-Hick 2/24/2025
#VALUE! Emma Seymour 2/24/2025

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts ••• Report to the trustees/ members of KL1£￿￿s or Cc401_LS Po/M*£' Charlty no (If any) On accounts for the year ended 1030811 Set out on pages OF cc.16o , I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3 i { o P/ Aolrf 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. I have completed my examination. I confirm that no material 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 examiner's statement 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 t brackets if they do not apply. Signed: Date: 05 20A Name: /-/ M. LLAKfo Relevant professional qualification(s) or body (if any): Address: 3 L YdJ/4LJE£r eLoG g£t40 LES LEEbg: IER October 2018