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2023-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/22 To 31/08/2023

Charity name: Friends of Lavant CE Primary School

Charity registration number: 1045268

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The purpose of the Friends of Lavant
Primary School is to:
Develop more extended relationships
between the staff, parents and others
interested within the community.
To Engage in activities which support
Lavant Primary School and advance the
education of the pupils attending it.
To provide and assist in the provision of
such facilities or items for education at the
School {not provided by statutory funds} as
the Committee in consultation with the
Governing Body shall from time to time
determine.
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
Fundraising events involving parents,
teachers and children of Lavant Primary
School throughout the academic year.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The Friends of Lavant Primary School’s
trustees are aware of the guidance issued
by the Charity Commission and have taken
it into account when making decisions to
which the guidance is relevant
If at any time they decide to depart from the
guidance, they have good reasons for
doing so.

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 The Friends of Lavant Primary School charity has made a
remarkable difference to the pupils and staff of Lavant
Primary school during this academic year. Through our
fundraising activities we have been able to provide
resources, fund trips and enhance the life of the pupils at
the school in a manner that they would not otherwise been
able to access.
As a small village school, we have encouraged community
involvement and nurtured a thriving parent/child community
also.
With government budgets being stretched more year on
year, The Friends of Lavant Primary School have been able
to support teachers, parents and children of the school by
providing additional funding to supplement activities, the
cost of which would otherwise have to be passed back to
the parents.

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 Para 1.41

against objectives Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The charity is in a healthy position due to
receiving the donation which was left in the
Will of a gentleman from Lavant Village.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 We have ensured that money has been
kept aside to enable our running costs and
expenditures to be able to hold event.
Amount of reserves held Para 1.22 £2000
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

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
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Our governing document is our Constitution
document
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 At the Annual General Meetng which is held
during the Autumn Term, the Chair shall be
taken by the Chair or in his/her absence the
Vice Chair of the Commitee.
Nominatons are proposed and seconded by
members of the associatbn and have the
consent of the nominee. Nominatons are
done at the AGM, but as per our consttuton,
they can be made at any tme up to the
commencement & duringthe AGM.

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 Lavant Primary School
Other name the charity uses
Registered charitynumber 1045268
Charity’s principal address Lavant Primary School, West Stoke Road, Lavant,
Chichester, PO18 0BW

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)

– 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

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CHARITY COMMISSION FOR ENGIANO AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trustees Friends of Lavant CE Primary Sthool On accounts for the year ended 31 August 2023 Charlty no lif any) 1045268 Set out on pag•s I report to the trustees on my examination of the accounts of the above charty (Yhe Trusf) for the year ended 31 August 2023. AS the charity's trustees, you are responsible for the preparation of the accounts in accordanc8 with the requirements of the Charities Act 2011 ('the Ad.). Résponslbllllios and basis of report I report in respect of my examination of the Trusys account$ carried out under section 145 of the 2011 Act and in carying out my examination, I have followed all the aprAicable Directions given by the Charity Commission under se￿On 145(5){b) of the Acl. Independent I have completed my examination. I confirm that no material matters have examlner's ststement come to my attention in connection with the examination which give8 me cause to believ8 that in, any material respect.. the accounting records V￿re not kept in accordance WFth section 130 of the Charities A&,. or the accounts did not accord with the accounting records., or the a¢¢ounts did not comply v￿h the applicable requirements con¢eming the fomi and content of accounts set out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a Yrue and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection wtlh the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reaGhed. Signed: Date: /A/i/zF Name: Mrs Emma Prin￿ Bsc FCA Relevant professional qualification(sl or body (if any): FCA Address: 101 Westgate. Chichester, P019 3HB IER Oct 2018