
## **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<br>the charity as set out in its<br>governing document|Para 1.17|The purpose of the Friends of Lavant<br>Primary School is to:<br>Develop more extended relationships<br>between the staff, parents and others<br>interested within the community.<br>To Engage in activities which support<br>Lavant Primary School  and advance the<br>education of the pupils attending it.<br>To provide and assist in the provision of<br>such facilities or items for education at the<br>School {not provided by statutory funds} as<br>the Committee in consultation with the<br>Governing Body shall from time to time<br>determine.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|Fundraising events involving parents,<br>teachers and children of Lavant Primary<br>School throughout the academic year.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|The Friends of Lavant Primary School’s<br>trustees are aware of the guidance issued<br>by the Charity Commission and have taken<br>it into account when making decisions to<br>which the guidance is relevant<br>If at any time they decide to depart from the<br>guidance, they have good reasons for<br>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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|The Friends of Lavant Primary School charity has made a<br>remarkable difference to the pupils and staff of Lavant<br>Primary school during this academic year. Through our<br>fundraising activities we have been able to provide<br>resources, fund trips and enhance the life of the pupils at<br>the school in a manner that they would not otherwise been<br>able to access.<br>As a small village school, we have encouraged community<br>involvement and nurtured a thriving parent/child community<br>also.<br>With government budgets being stretched more year on<br>year, The Friends of Lavant Primary School have been able<br>to support teachers, parents and children of the school by<br>providing additional funding to supplement activities, the<br>cost of which would otherwise have to be passed back to<br>the parents.|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Achievements against<br>objectives set|<br>Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance|Para 1.41||





against objectives
Other

## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|The charity is in a healthy position due to<br>receiving the donation which was left in the<br>Will of a gentleman from Lavant Village.|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|We have ensured that money has been<br>kept aside to enable our running costs and<br>expenditures to be able to hold event.|
|Amount of reserves held|Para 1.22|£2000|
|Reasons for holding zero<br>reserves|Para 1.22|N/A|
|Details of fund materially in<br>deficit|Para 1.24|N/A|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|N/A|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Our governing document is our Constitution<br>document|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Unincorporated Association|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|At the Annual General Meetng which is held<br>during the Autumn Term, the Chair shall be<br>taken by the Chair or in his/her absence the<br>Vice Chair of the Commitee.<br>Nominatons are proposed and seconded by<br>members of the associatbn and have the<br>consent of the nominee.  Nominatons are<br>done at the AGM, but as per our consttuton,<br>they can be made at any tme up to the<br>commencement & duringthe AGM.|



## **Additional information (optional)** 

## You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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,<br>Chichester, PO18 0BW|





## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
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## – 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