Trustees’ Annual Report for the period
From 01-09-2022 Period start date To 31-08-2023 Period end date
Charity name: Friends of Beacon Rise
Charity registration number: 1033150
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 is to advance the education of pupils In the school in particular by: - Developing effective relationships between staff, parents and others associated with the school - 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 |
School Discos, All My Own Work (kids design own xmas things such as matts and decorations) Winter and Summer Fayre, Mothers and fathers day secret room, tuck shop, school uniform sales |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes – All the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
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 | Raised £14000 of profit donated to the school They purchased reading equipment, play equipment, PE equipment, Bouncy castle, ice creams, leavers hoodies and outdoor play areas |
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 the period |
Para 1.21 | Bank was showing a balance of £18,000 - £1400 of which was transferred to the school |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to fund any purchases needed to help raise monies. Some events require a spend for supplies etc. This also includes holding money to buy larger items needed like a new freezer. If the charity was to ever close all funds would be transferred to the school |
| Amount of reserves held | Para 1.22 | £4000 |
| 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 – new members/volunteers bought on board each year |
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 |
School Discos, All My Own Work (kids design own xmas things such as matts and decorations) Winter and Summer Fayre, Mothers and fathers day secret room, tuck shop, school uniform sales |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Money paid to the school to spend on advancing the children and accommodating for their needs |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
Governance and Managing: Charities Trust Assuming Beacon Rise |
|
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Unsure – Trust Deed I believe |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Charitable Incorperated Organisation (CIO) |
| 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 | AGM Nominated and seconded by attendees. Head Teacher present to officiate process of nominees to committee Committee chair has final decison |
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 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of beacon Rise |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1033150 |
| Charity’s principal address | Beacon Rise school Hanham Rd, Kingswood, Bristol BS15 8NU |
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) |
|---|---|---|---|---|
| KellyWoolley | Chair | |||
| Karen Beckett | Vice Chair | |||
| Ruth Kane | Secretary | |||
| Calvyn Blay-Field | Treasuer | |||
| Kirsty Phillips- Bailey |
Social Media 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
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
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) K. Woolley Full name(s) Kelly Woolley
Position (eg Secretary, Chair Chair, etc)
Date
29/06/2024
| Friends of Beacon Rise | Friends of Beacon Rise | Friends of Beacon Rise | CC16a | ||
|---|---|---|---|---|---|
| For the period from |
9/1/2022 | To | 8/31/2023 | ||
| Section A Receipts and payments | |||||
| A1 Receipts - Paypal 6,677 Lloyds Bank 17,296 HSBC 1,047 - - - - 25,020 - - Sub total - Total receipts 25,020 A3 Payments - Event spends 11,194 - - - - - - - Sub total 11,194 - - Sub total - Total payments 11,194 Net of receipts/(payments) 13,826 A5 Transfers between funds - A6 Cash funds last year end - Cash funds this year end 13,826 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ - 6,677 17,296 1,047 - - - - 25,020 - - - 25,020 - 11,194 - - - - - - - 11,194 - - - 11,194 13,826 - - 13,826 |
Last year to the nearest £ |
|
| - | - | - | |||
| - | 6,677 | - | |||
| - | 17,296 | - | |||
| - | 1,047 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 25,020 | - | |||
| - | - | ||||
| - | - | - | |||
| - | - | - | |||
| - | 25,020 | - | |||
| - | - | - | |||
| - | 11,194 | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | 11,194 | - | |||
| - | - | ||||
| - | - | ||||
| - | - | - | |||
| - | 11,194 | - | |||
| - | - | 13,826 | - | ||
| - | - | - | - | ||
| - | - | - | - | ||
| - | - | 13,826 | - |
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 funds Details Details Details Details Signature C. Blay-Field Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ to nearest £ 13,826 - - - - - 13,826 - OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Calvyn Blay-Field 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 |
|||
| C. Blay-Field | Calvyn Blay-Field | 30.06.24 | |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name Friends of Beacon Rise members of On accounts for the year 31/08/2023 Charity no ended (if any) Set out on pages
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2023.
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.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention 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
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.
| Signed: Name: Relevant professional qualification(s) or body (if any): Address: |
T Brent Date: |
30/06/2024 |
|---|---|---|
| Tanya Brent | ||
| ACCA qualified | ||
| 15 Wilcox Close | ||
| Bristol | ||
| BS15 8DR | ||
October 2018
1
IER
Section B Disclosure
Only complete if the examiner needs to highlight 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 .
October 2018
2
IER