Trustees’ Annual Report for the period
From 01/09/2024 Period start date To 31/08/2025 Period end date
Charity name: Belmont Home School Association
Charity registration number: 1035679
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The objects of the Association are: - to advance the education of the pupils of Belmont Primary School by providing and assisting in the provision of facilities for education at the School (excluding finance for staff or to meet other costs of mainstream educational provision); - to foster more extended relationships between the staff, parents and carers and others associated with the School; and - to engage in activities which support the School and advance the education of the pupils attending it. |
| 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 |
During the year the BHSA managed several sources of fundraising (summer and Christmas fairs, bake sales, uniform sales and others), all with the purpose of funding the activities and needs of the pupils of Belmont Primary School, Chiswick. As a result of those fund-raising activities the BHSA was able to provide funds to the school for various purposes which were intended to improve the educational experience of the pupils of Belmont Primary School in line with the objects of the BHSA. The BHSA also this year received funds in the way of voluntary contributions which were transferred to the school upon request. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Through the course of the financial year the Trustees had regard to the guidance on public benefit issued by the Charity Commission. |
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 achieved a great level of fundraising over the year, disbursing significant funds to the school to permit the organisation of workshops and other activities for the children that would otherwise have not been possible financially for the school to afford. |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | At the end of the period, the charity was in a strong financial position with no funds materially in deficit. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Funds are managed in accordance with a bids system, where any future expenditure must be approved by trustees to ensure sufficient funds are available. |
| Amount of reserves held | Para 1.22 | Not applicable |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | No funds are materially in deficit. |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
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 | 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 | Vacancies on the Committee may be filled by the Committee by co-option. Any person so co-opted shall serve only until the next AGM, when they may stand for election. |
Reference and Administrative details
| Charity name | Belmont Home School Association |
|---|---|
| Other name the charity uses | BHSA, Belmont PTA |
| Registered charity number | 1035679 |
| Charity’s principal address | Belmont Primary School Belmont Road London W4 5UL |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|
| Anna Gardo Bennasar |
Chair | ||
| Rosie Elphinstone | DeputyChair | ||
| Mahmoud Elarbi | Secretary | ||
| Paul Tart | Treasurer | ||
| Maja Jankowska | Parent Representative Generalist |
Until 12 Feb 2025 | |
| Ace Xie | Parent Representative Generalist |
||
| Elaine Lacey | Staff Representative | Until 31 Aug2025 | |
| Sarah Boyadjian | Staff Representative | ||
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) Paul Tart Position (eg Secretary, Treasurer Chair, etc)
Date 12/11/2025
| Belmont Home School Association | Belmont Home School Association | Belmont Home School Association | 1035679 | 1035679 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Receipts and payments accounts For the period from 01-Sep-2024 To 31-Aug-2025 ~~a a~~ ~~ee eee~~ |
CC16a | ||||||||||
| 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 | |||||||||||
| Bake Sales | 2,338.9 | - | - | - | 2,339 | 2,547 | |||||
| Bingo night | 72.6 | - | - | - | 73 | - | |||||
| Christmas Fair | 10,422.6 | - | - | - | 10,423 | 14,530 | |||||
| Donation | 846.0 | - | - | - | 846 | 587 | |||||
| Easter EggHunt | 477.0 | - | - | - | 477 | - | |||||
| Interest Income | 357.4 | - | - | - | 357 | - | |||||
| Movie Night | 1,468.3 | - | - | - | 1,468 | 1,847 | |||||
| Quiz Night | 734.1 | - | - | - | 734 | 1,048 | |||||
| Secondhand uniform sales | 899.0 | - | - | - | 899 | 1,246 | |||||
| Summer Fair | 10,896.3 | - | - | - | 10,896 | 13,591 | |||||
| Other income | - | - | - | - | - | 813 | |||||
| VCF | 6,513.7 | - | - | - | 6,514 | 11,602 | |||||
| - | - | - | - | - | - | ||||||
| Sub total(Gross income for | (Gross income for | ||||||||||
| AR) | AR)35,026 | - | - | - | 35,026 | 47,812 | |||||
| A2 Asset and investment sales, (see table). - - - - - - - - - - Sub total - - - - - Total receipts 35,026 - - 35,026 47,812 ~~==———~~ |
|||||||||||
| A3 Payments | |||||||||||
| Bank Fees | 135.4 | - | - | - | 135 | 232 | |||||
| BHSA Expenses | 2,222.1 | - | - | - | 2,222 | 1,834 | |||||
| Reimbursement | - | - | - | - | - | - | |||||
| School Claim | 46,979.8 | - | - | - | 46,980 | 29,634 | |||||
| VCF request-transfer | - | - | - | - | - | 16,000 | |||||
| Year 6 leavers | - | - | - | - | - | 255 | |||||
| - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | ||||||
| - | - | - | - | - | - | ||||||
| **Sub total ** | 49,337 | - | - | - | 49,337 | 47,955 | |||||
| A4 Asset and investment purchases, (see table) - - - - - - - - - - Sub total - - - - - Total payments 49,337 - - 49,337 47,955 ~~——————~~ |
|||||||||||
| Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
- 14,311 - - - 14,311 - 143 - - - - - 41,022 - - 41,022 36,991 26,710 - - 26,710 36,848 ~~=====>~~ |
CCXX R1 accounts (SS)
11/12/2025
1
Section B Statement of assets and liabilities at the end of the period
| Unrestricted Restricted Endowment |
|
|---|---|
| Categories | funds funds funds Details |
| to nearest £ to nearest £ to nearest £ |
|
| B1 Cash funds | 3,314 - - 7,292 - - 16,104 - - 26,710 - - (agree balances with receipts and payments Business Money Manager Account Community Account I Community Account II (VCF) Total cash funds ~~SES~~ |
| OK OK OK account(s)) |
|
| Unrestricted Restricted Endowment |
|
| funds funds funds |
|
| to nearest £ to nearest £ to nearest £ Details |
|
| B2 Other monetary assets | - - - - - - - - - - - - - - - - - - ~~===~~ |
| B3 Investment assets | Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - Details ~~===~~ |
| B4 Assets retained for the charity’s own use |
Fund to which asset belongs Cost (optional) Current value (optional) - - - - - - - - - - - - - - - - - - Details ~~aa~~ |
| Fund to which Amount due When due |
|
| Signed by one or two trustees on behalf of all the trustees B5 Liabilities |
liability relates (optional) (optional) - - - - - Date of approval 26-Oct-24 Details Signature Print Name Paul Tart ~~we~~ |
CCXX R2 accounts (SS)
11/12/2025
2
Independent examiner's report on the accounts
Z| CHARITY COMMISSION| FOR ENGLAND AND WALES
Section A Independent Examiner’s Report Report to the trustees/ members of | Belmont Home School Association On accounts for the year | 31st August 2025 Charity no | 1035679 ended (if any) | report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025. 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”). | 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, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent | have completed my examination. | confirm that no material matters have examiner's statement 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: e accounting records were not kept in accordance with section 130 of the Act or e the accounts do not accord with the accounting records | 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 the brackets if they do not apply. Signed: [| aA SS ~ Date: | 09/11/2025 Relevant professional | Level 3 Diploma in Accounting (Q2022) qualification(s) or body (if any): Address: | W4 2EQ 26 Linden Gardens Upper Floors flat, London, UK
IER
1
October 2018
0Le) 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.
IER
2
October 2018