## **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** |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)**| |---|---|---|---|---| ||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_ -**
**-**
**-**
**-**
**-**
**_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 £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
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**| |---|---|---|---| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**to nearest £**
**Endowment**
**funds**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**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