## **Trustees’ Annual Report for the period** **From 01-09-2023 Period start date To 31-08-2024 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)**|**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 £14500 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 £20880 -**
**£14500 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|**£6380**| |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|**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(if any)**| |---|---|---|---|---| ||AmyVenn|Co-Chair||| ||TracyThompson|Co-Chair||| ||Laura mailer|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)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|C.Blay-Field|| |---|---|---| ||C.Blay-Field|| ||
Treasurer|| ||24/06/2024|| ||24/06/2024|| |**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee|**Section A Receipts and payments**
**Unrestricted**
**funds**
**Restricted**
**funds**
**Endowment**
**funds**
**Total funds**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**A1 Receipts**
**Friends of Beacon Rise**
**Receipts and payments accounts**
**For the period**
**from**
01/09/2023
**To**
31/08/2024
ee ee ee||**Last year**
**to the nearest £**
**CC16a**
-|**Last year**
**to the nearest £**
**CC16a**
-|**Last year**
**to the nearest £**
**CC16a**
-|**Last year**
**to the nearest £**
**CC16a**
-|**Last year**
**to the nearest £**
**CC16a**
-|**Last year**
**to the nearest £**
**CC16a**
-|| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |Pay Pal
**6,895**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**6,895**|**6,895**|||**-**|**-**|**-**|**-**|**-**|| |Lloyds Bank
**20,638**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**20,638**|**20,638**|||**-**|**-**|**-**|**-**|**-**|| ||||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**_Sub total_**_(Gross income for_
_AR)_**27,533**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**27,533**|**27,533**|||**-**|**-**|**-**|**-**|**-**|| |**A2 Asset and investment sales,**
**(see table).**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total receipts_**
**27,533**
**-**
**-**
**27,533**
**-**
**A3 Payments**
**-**
**-**
**-**
**-**
**-**
———~~——~~|||||||||||||||||||||| |Event spends
**13,758**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**13,758**|**13,758**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**-**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**-**|**-**|||**-**|**-**|**-**|**-**|**-**|| |**_Sub total_ 13,758**|||**-**|**-**|**-**|**-**||**-**|**-**|**-**||**13,758**|**13,758**|||**-**|**-**|**-**|**-**|**-**|| |**A4 Asset and investment**
**purchases, (see table)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**_Sub total_ -**
**-**
**-**
**-**
**-**
**_Total payments_**
**13,758**
**-**
**-**
**13,758**
**-**
**_Net of receipts/(payments)_**
**13,775**
**-**
**-**
**13,775**
**-**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**-**
**- -**
**-**
**-**
**_Cash funds this year end_**
**13,775**
**-**
**- 13,775**
**-**
————~~——~~
======|||||||||||||||||||||| CCXX R1 accounts (SS) 24/06/2025 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**|(agree balances with receipts and payments
account(s))
**Details**
Cash funds
**_Total cash funds_**
**Details**
**Details**
**Details**
**Details**
Signature
C. Blay-Field|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**13,775**
**-**
**-**
**-**
**-**
**-**
**13,775**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Calvyn Blay-Field|**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**When due**
**(optional)**
Date of
approval
24.06.25| CCXX R2 accounts (SS) 24/06/2025 2 ## **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** 31/08/2024 **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 31/08/2024. **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** 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: - 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:** T Brent **Date:** 24/06/2025 ~~Ps [|~~ **Name:** Tanya Brent ~~Ps~~ **Relevant professional** ACCA qualified **qualification(s) or body (if any): Address:** 15 Wilcox Close Bristol BS15 8DR 1 **October 2018** **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** . 2 **October 2018** **IER**