Trustees' Annual Report for the period
Period start date Period end date From To 1 August 2024 31 July 2025
Section A Reference and administration details
Charity name THE ABOYNE LODGE SCHOOL ASSOCIATION
Other names charity is known by ALSA Registered charity number (if any) 1044678
Charity's principal address ALSA Aboyne Lodge School St Albans Postcode AL3 5EH
Names of the charity trustees who manage the charity
| 1 2 3 4 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Emma Betteridge | Chair | |||
| Ben Cumming | Treasurer | |||
| Clare Jones | Secretary | |||
Names and addresses of advisers (Optional information)
| Type of adviser | Name | Address |
|---|---|---|
| Independent examiner | Wun Ling | Highview Gardens, St Albans AL4 9JX |
Section B Structure, governance and management
Description of the charity’s trusts
Type of governing document (eg. trust deed, constitution)[Constitution, last updated in 2019 ]
How the charity is constituted (eg. trust, association, company)[Unincorporated association ]
Trustee selection methods Trustees are appointed or reappointed annually at the Annual General (eg. appointed by, elected by) Meeting held in September at the beginning of the school year. The trustees meet with parent representatives from each year group every term on a (roughly) 12 week basis, aligning with the school year. Both
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trustees and year reps are volunteers who have children attending the school.
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
The Trustees oversee the day to day running of the charity. The trustees seek the views of the year reps in deciding the events to be run and often create subcommittees to run individual events with at least 1 trustee advising. All events are checked against our Eco policy and Inclusivity policy. All trustees give their time voluntarily and receive no remuneration or other benefits. As per our Constitution, all decisions are made by a simple majority vote cast at a committee meeting.
We work closely with the school, keeping the Head updated with fundraising activities and progress and they provide us with a list of funding requests. We work with a few commercial participators and contracts are in place.
An ongoing risk is the reduction of volunteers for events. This was managed by introducing an online volunteer system and optimised events by reducing the workload and maximising profit. This was done by using wholesale suppliers to purchase stock in bulk rather than make several trips to more costly shops, removing floats from events & going cash free using online payment systems and supporting reps as much as possible.
We are also aware that the cost of living increases is still putting pressure on families so we increased our second hand uniform sales and again provided a second hand Christmas jumper sale with the same profit as a new jumper, helping families feel included while still raising funds for the PTA. We also offered new jumpers to pupils receiving pupil premium anonymously via the office. We also provided funds towards the year 6 leaver books and hooded sweatshirts.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
To advance the education of the pupils of the school by developing effective relationships between the staff, parents & others associated with the school and engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils.
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The objectives of ALSA are set in the context of the broader goals for the school and its pupils. In setting our objectives and planning our activities we have given careful consideration to the Charity Commission’s public benefit guidance.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
The school has a long-term desire to improve the playground facilities and exterior look and feel of the school. After a year of saving, this year we helped the school make some significant improvements to the outdoor play areas, including the purchase of a climbing boulder which was a substantial spend for ALSA. Throughout the year our key objective was to provide continuing support for the pupils’ educational experience by continuing to pay for educational materials and providing funding for transport to and from school trips. We also helped to directly benefit the pupils by contributing to class outings, the Year 6 leavers event and sports day ice lollies
We raised these funds by organising events for the pupils and parents that encouraged a sense of togetherness and community, including sponsored activities, Halloween disco, a grow-a-pound initiative, hosting a quiz night, wreath making, Christmas Hamper raffle, a summer fair and various sales. As this was the 75th year of Aboyne Lodge School, instead of having a separate summer fair and summer festival, we focused on having one special celebratory fair in the summer term. The 75th celebrations are planned to continue into the next reporting period with a special gala and an anniversary book.
Section D Achievements and performance
We had a successful year despite it being challenging at times to support Summary of the main for idea creation and staffing events. We continue to adapt to changing achievements of the charity parent groups and consider feedback carefully. This year we continued during the year with a lower number of events with a focus on more success through gathering feedback about what parents liked and didn’t like about previous events. The most successful events were again the Summer party, a quiz and Christmas fair including the hamper raffle. Our other pupil events like a disco and Easter Bunny Hop raised similar amounts to the prior year. Our fundraising was focused on supplying the school with educational materials, facilities and equipment. We finished the year on 31st July 2025 with available funds of £19,700.
Section E Financial review
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Brief statement of the
charity’s policy on reserves
ALSA holds a reserve of £1,500 which enables us to cover costs of a large event such as a fair and any additional small spending requests by the school.
Details of any funds materially in deficit
N/A
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
The main sources of funds during the year were from our large events and sponsored fundraisers.
Expenditure supported events that contributed to the collective wellbeing and comfort of the pupils or helped to further the education of the children by paying for new chairs, and providing funding for transport to and from school trips plus educational material from Read Write Inc., Twinkl and White Rose.
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Playground equipment including climbing boulder – £26,627
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Pupil experiences - £2,338
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Educational material - £4,317
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Year 6 hoodies and leaver year books for pupil premium plus £500 to subsidise year books / hoodies for rest of class and for leaver party.
Section F Other optional information
Future Plans
To focus on profitability of events and come up with fresh fundraising ideas.
To help school to continue to enhance the outdoor areas while providing meaningful education experiences to the children.
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Section G Declaration
[The trustees declare that they have approved the trustees’ report above. ]
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) |
||||
|---|---|---|---|---|
| Clare Jones | Emma Betteridge | |||
| Position (eg Secretary, Chair, etc) |
Secretary | Chair | ||
| Date | 31 May 2026 |
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Spreadsheet version of CC16a
The Aboyne Lodge School Association No (if any) CC16a
1044678
Receipts and payments accounts
For the period from Period start date To Period end date
1st August 2024 31 July 2025
Section A Receipts and payments
Unrestricted funds Last year
to the nearest £ to the nearest £
A1 Receipts
Fundraising Events 20,366.82 29,424
Fundraising Sales 4,149.46 4,045
Donations 368.30 234
Cash back from commercial partners 308.39 439
Sponsorship 1,000.00
Misc. income 73 101
Sub total(Gross income for AR) 26,265.97 34,243.00
A2 Asset and investment sales, (see table).
0 0
0 0
Sub total 0 0
Total receipts 26,266 34,243
A3 Payments
Cost of Fundraising events 5,465.67 4,884.00
Fundraising costs 1,716.95 1,730.00
licences 20.00
insurance 162.00 153.00
Equipment & facilities 34,886.56 11,612.00
Misc. payment 0.00 683.00
- -
Sub total 42,231.18 19,081.68
A4 Asset and investment purchases, (see table)
0 0
0 0
Sub total 0 0
Total payments 42,231 19,082
Net of receipts/(payments) (15,965) 15,161
A5 Transfers between funds - -
A6 Cash funds last year end 37,199 22,038
Cash funds this year end 21,234 37,199 21,234 0
Section B Statement of assets and liabilities at the end of the period
Categories Details Unrestricted funds Restricted funds Endowment funds
to nearest £ to nearest £ to nearest £
B1 Cash funds 21,234 37,199 - -
Cash in bank 26808 - -
- - -
Total cash funds 26,808 - -
(agree balances with receipts and payments account(s)) OK OK OK
Unrestricted funds Restricted funds Endowment funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which asset belongs Cost (optional) Current value (optional)
B3 Investment assets - -
Categories Details Unrestricted funds Restricted funds Endowment funds
to nearest £ to nearest £ to nearest £
B1 Cash funds - -
Cash in bank 21,234 - -
- - -
Total cash funds 21,234 - -
(agree balances with receipts and payments account(s)) OK OK OK
Unrestricted funds Restricted funds Endowment funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
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| Signed by one or two trustees on behalf of all the trustees |
Signature | Print Name | Date of approval | ||||||
| Signature | Print Name | Date of approval | |||||||
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees
Charity Name The Aboyne Lodge School Association
On accounts for the year 31 July 2025 Charity no 1044678 ended (if any) Set out on pages Page 1 & 2 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 07 / 2025 . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all 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 (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did 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 this report 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: Date: 28 May 2026 Name: Wai Wun Ling Relevant professional Chartered Accountant of ICAEW qualification(s) or body (if any): Address: 21 Highview Gardens St Albans AL4 9JX
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Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of No material matters of concern were found any items that the examiner wishes to disclose .
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