CARR JUNIOR
SCHOOL
Aim High, Shine Bright
Carr Junior School Fund (Charity No. 1045847)
Trustees, Annual Report and Ststement of Financial Affairs
for the year ended 31st March 2024

Carr Junior School Fund (Charity No. 1045847)
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Carr Junior School Fund (Charity No. 1045847)
Trustees, Annual Report and Statement of Financial Affairs
for the year ended 31°, March 2024
Contents
Pa
eNo.
Trustees, Annual Report
Statement of Financial Affairs
Independent Examinerfs Report
Page 3

Carr Junior School Fund (Charity No. 1045847)
TRUSTEES ANNUAL REPORT forthe period 1° APRIL 2023 to 31" MARCH 2024
Reference and Administration Details
Charity Name
Charity Number
Principal Address
Carr Junior School Fund
1045847
Carr Junior School
Ostman Road
York
Y028 5QA
Trustees
Jennifer Rampling
Kate Smithson
Bankers
Lloyds TSB
Pavement
York
Structure, Governance and Management
Goveming Document
The charity is governed by its Constitution adopted on 14th March
1995 as amended on 16th January 1997.
The charity's trustees are recruited from the governing body and
senior leadership team of the school.
Selection of Trustees
Objectives and Activities
Carr Junior School Fund exists to advan￿ the education of the pupils of the School by providing or
assisting in the provision of facilities not normally provided by Govemment Funding. During the
2023-24 Financial Year the Charity's activities retumed to usual after the Covid-19 Pandemic and
the associated lockdown restrictions. It has conb'nued to raise funds towards the improvement of
school facilities and administer the financial aspects of extra-curricular activities and collections for
other charities. Trustees were extremely grateful to Change Ex Intemational for their Grants towards
the Forest School Project" as well as Garfield Weston and the Foyle Foundation for their Grants
towards the Bookends Cottage Project,. plus the Friends of Carr School and an anonymous donor
for their generous donations to support of various aspects of the charitable objectives of the Fund.
Achievements and Performance
There were trips and visits to Eden Camp at Malton, Filey by Year 3, the Young Voices Concert and
a Virtuality Reality Experience. A wide range of extra-curricular activities and clubs took pla
induding football, hockey, Tennis, Cheer Leading, dan￿ and gardening. Fund raising events
included a School lottery, a Disco, a movie night, a Pea Hunt and the sale of Christmas Cards.
Trustees opted to provide various resources for the School from other general donations re￿ived.
There were also collections and fund raising events run by pupils for other charities namely the York
Food Bank, St Leonard's Hospice, The Island York (a Charity supporting vulnerable children) and
the York Conservation Trust.
Reserves Policy
CarrJunior School Fund currently holds restricted funds of £2,387 towards the Forest School Project.
The balan￿ of reserves (£18,057) will be used to provide facilities not normally provided by the
Govemment Funding to advance the education of the pupils of the School.
Page 4

Carr Junior School Fund (Charity No. 1045847)
South Bank Multi A￿demY Trust, York
CARR JUNIOR SCHOOL FUND
Charity Cofmii5K)n Registered No. 1045847
STATEMENT OF FINANCIAL AFFAIRS
1st April 2023 to 31st March 2024
RECEIPTS AND PAYMENTS ACCOUNT
Receipts
Payments
Balance
2022-23
Charty Collections
Sw•ThThng Pool Repairs & Mairt.
Donat￿nS Received (Restricted)
Trips )r￿lts
Activities
901.74
1,094.24
0.00
(192.50)
0.00
192.9)
0.00
14,100.00
2,839.01
43,826.07 (29,726.07)
7,738.08
(4,899.07)
4.551.25
415.65
4,455.05
445.15
6,176.00
1.603.25
5.858.38
1,624.75
1,187.60
1,203.29
565.64
4,837.&J
ItenB for rtrsale
11,495.831
Fund Raising
EducatK>nal Resources
4,655.09
(565.64)
0.00
5,764.85
0.00
11,314.591
Conxnission Received
0.00
0.00
Donations Received (Unrestricted)
Donations Made
3,826.00
1.580.16
2,245.84
0.00
641.48
0.00
0.00
0.00
Bank Interest Received
3.42
0.00
3.42
4.18
Administration
0.00
210.60
(210.60)
(40.43)
(224.501
Miscellaneous
0.00
40.43
115.10)
Totals
35,307.80
59,070.86
Excess of Receipts over PaYn￿t$
{23,763.1￿)
13,290.79
Balance brought forward from prevK>u$ year
44.206.98
30,916.19
Balance carried forward to next year
20.443.92
44,206.98
STATEMENT OF ASSETS AND LIABILrriES at 31st March
2024
2023
Cash Funds
Lloyds TSB Bank ajc
less unpresented cheques
20,688.86
244.94
20 443.92
45,148.11
1941.171
44,2C6.98
Liabilities
Restricted Funds
Unrestricted Funds
Total Cre(Itors due ￿1th1n a year
1,000.00
50.00
1050.00
192.50
242.50
Signed for and on ljehalf of the Trustees of CARR JUNIOR SCHOOL FUND
Date
Page 5

Carr Junior School Fund (Charity No. 1045847)
INDEPENDENT EXAMINER'S REPORT
to the Trustees of CARR JUNIOR SCHOOL FUND (Charity No. 1045847)
on the accounts for the year ended 31° MARCH 2024
Respective responsibilities of trustees and examiner
As the charity's trustees you are responsible for the preparation of the accounts and you consider
that under section 43(2) of the Charities Act 1993 (the Act) as amended by section 28 of the Charities
Act 2006 an audit is not required for this year but that an independent examination is needed. It is
my responsibility to
examine the accounts (under section 43 of the Act as amended)
follow procedures laid down in the General Directions given by the Charity Commission (under
section 43 (7)(b) of the Act, as amended); and
state whether particular matters have come to my attention.
Basis of Independent Examinerfs Report
My examination was carried out in accordance with General Directions given by the Chanty
Commission. An examination includes a review of the accounting records kept by the charity and a
comparison of the presented with those records. It also includes consideration of any unusual items
or disclosures in the accounts and seeking explanations from the trustees conceming any such
matters. The procedures undertaken do not provide all the eviden￿ that would be required in an
audit and consequently I do not express an audit opinion on the accounts.
Independent Examinerfs Statement
In the course of my examination no matter has come to my attention..
which gives me reasonable cause to believe that, in any material respect, the trustees have
not met the requirements to ensure that
proper accounting records are kept (in accordance with section 41 of the Act), and
accounts are prepared which agree with the accounting records and comply with the
accounting requirements of the Act
or
2. to which, in my opinion, attention should be drawn in order to enable a proper understanding
of the accounts to be reached.
Iwrd.
Date _ 17th November 2024
Paul S Shepherd
29 Westboume Grove
North Yorkshire
Y08 9DG
Page 6

South Bank Multl Academy Trust, York
CARR JUNIOR SCHOOL FUND
Charity Cornmision Rggi¥t9rgd No. 1045647
STATEMENT OF FINANCIAL AFFAIRS
1st April 2023 to 31st March 2024
RECEIPTS AND PAYMENTS ACCOUNT
Unfo$tri¢tsd
Funds
R•$tri¢tod
Funds
Total
2022-23
Recelpts
Charity Cdlections
Swfjmming Pool Repairs & Maint.
Donations Recelved
Trips & Vislts
Activities
Items for r&gale
Fund Raising
Donations Made
Edu¢ational Resources
Commission Re￿Ived
Bank Inler8St Received
Adminislralion
Miscdlaneous
901.74
901.74
0.00
17,926.00
2,839.01
6,176.00
1,603.25
5.858.38
0.00
0.00
0.00
3.42
0.00
0.00
0.00
35,307.80
1,941.99
0.00
14,010.07
3,402.81
9,629.53
2,247.92
6,639.53
0.00
119.60
0.00
4.18
3,826.00
14,100.00
2,839.01
6.176.00
1.603.25
5,858.38
0.00
0.00
0.00
3.42
Told Receipts
Payments
Charity Cdlecllons
Swimming Pool Repalrs & Malnt.
Donations Received
Trips & Visits
Aclivit(es
Item5 for rfrsale
Fund Raising
Donations Made
Educational Resources
Commission Received
Bank Interest Received
Administration
Miscellaneous
17,467.05
17.840.75
37,995.63
1,094.24
1,094.24
1.749.49
0.00
8,913.54
2,957.66
4,791.93
3,743.75
874.68
0.00
1,434.19
0.00
O.DO
224.50
15.10
0.00
24.704.84
1.580.16
43.826.07
7.738.08
45,406.23
7,738.08
1,624.75
1,187.60
1,203.29
0.00
565.64
0.00
0.00
210.60
40.43
0.00
59,070.86
1,624.75
1,187.60
1,203.29
0.00
565.64
0.00
0.00
210.60
40.43
0.00
6,412.47
Total Pa
ments
52,658.39
Net of Receiptsl{Paymentsl
Transfers from Unreslricled to Restricl8d Funds
11,054.
116.921.831
15,867.251 117,895.81) 123,763.061
23,924.25
20,282.73
44.206.98
18,057.00
2,38&92
20.443.92
(34,817.641 (23,763.061
16.921.83
0.00
13,290.79
0.00
SurplusllDeficitl balance this year
Balance brought forward from prewous year
BalanGg urri9d forward to ngxt
13.290.79
30.916.19
ar
44,206.98
STATEMENT OF ASSETS AND LIABILITIES at 31st March
2024
2023
Cash Funds
Uoyds TSB Bank alc
20.688.86
1244.94
20,443.92
45.148.15
1941. 71
44,206.98
less unFYesented cheques
Liabililies
Restricted Funds
Unrestricted Funds
1,000.00
50.00
1,050.00
192.50
50.00
242.50
Totsl Creditors due wlthin a year
Slgned for and on bohalf of the Tru8tse# of CARR JUNIOR SCHOOL FUND