CHARITY COMMISSION
FOR ENGLAND AND WALES
Trustees, Annual Report for the period
From 0110412023 (Period start date) to 3110312024 (Period end date)
Charity name: Sibsey Free School Fund
Charity registration number:1048363
Objectives and Activities
SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17
The school fund exists to provide
additional materials and opportunities to
enhance the learning experiences of
children attendin
the school.
The fund is used to provide items for the
children over and above those provided
through the school's delegated budget.
It is also used for subsidiary funds.
Summary of the main
activities in relation lo those
purposes for the public
benefit, in particular, the
aclivities. projects or
services identified in the
accounts.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.17 and
1.19
Para 1.18
Our trustees are aware of the guidelines
for being a charity trustee and adhere to
this guidanc8 in their roles.
Additional information (optional)
You ma
choose to include further statements where relevant about:
SORP reference
NIA
Para 1.38
Policy on grant making
Records kept accordingly to track all
income and expenditure.
Para 1.38
Policy on social investment
including program related
investment
Contributions to the fund are
predominantly voluntary.
Para 1.38
Contribution made by
volunteers
Other

Achievements and Performance
SORP reference
The main goal of our work is to provide
educational resources and
opportunities for children at the school.
over and above our delegated funds.
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
Additional information (optional)
You ma
choose to include further statements where relevant about:
To improve learning outcomes for the
benefit of all children attending the
setting.
Achievements against
objectives sel
Para 1.41
The trustees ensure that expenditure
does not exceed income. Objectives are
set proportionate to income raised.
Performan￿ of fundraising
activities against objectives
set
Para 1.41
Investment performance
against objectives
Para 1.41
Other

Financial Review
Review of the charity's
financial position at the end
of the
eriod
Statement explaining Ihe
policy for holding reserves
statin
are held
Amount of reserves held
Para 1.21
Accounts audited annually by suitable
external auditor and approved by the
overnin
bod
A small reserve is held in the account
for any unexpected costs.
Para 1.22
Para 1.22
A provisional figure of £1 k is held in
reserve.
Reasons for holding zero
reserves
Details of fund materially in
deficit
Explanalion of any
uncertainties aboul the
charity continuing as a going
con￿rn
Para 1.22
Para 1.24
Para 1.23
nla
Additional information (optional)
You ma
hoose to include further statements where relevant about:
Principal source of income is through
parental contributions and donations to
the school fund.
The charity's principal
sources of funds (including
any fundraising)
Para 1.47
School Fund constitution held on record
detailing examples of expenditure.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
No overdraft facility exists therefore
there is no risk of financial
overspending. Income & expenditure
regularly monitored to avoid the risk of
overspending. Purchases over £250
require the approval of the Chair of the
Governin
Bod
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
Para 1.25
Constitution
How is the charity
constituted?
Para 1.25
A trust
association. CIO)
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
Trustees appointed to post by the
governing body.
Additional information (optional)
You ma
choose to include further statements where relevant about..
Relevant information supplied to
trustees at time of appointment.
Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
Trustees are member of the school's
governing body.
The charity's organisational
structure and any wider
network with which the
charity works
Para 1.51
nla
Relationship with any
lated parties
Para 1.51
Other
Reference and Administrative details
Charit
name
Other name the charit
uses
istered charit
number
Charity's principal address
Sibse
none
1048363
Sibsey Free Primary School
Old Main Road
Sibsey
Lincs PE22 ORR
Free School Fund

Names of the charity trustees who manage the charity
Dates acted If not for whole
ar
Trustee name
Offic8 (if any}
Name of person lor body) entstled
toa
oint trustee
ifan
Sibsey School Goveming
Body
Sibsey School Governing
Body
Paul Cartwright
Chair of Governors
Graeme Wright
Head Teacher
10
12
13
14
15
16
17
18
19
20
Cor
orate trustees - names of the directors at the date the re
Director name
ortwasa
roved
Name of trustees holding title to property belonging to the charity
Dates acled if not for whole
Trustee name
ar

Funds held as custodian trustees on behalf of others
Description of the assels
nla
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
nla
Details of arrangements for
safe custody and
segregation of such assets
from the charity's own
assets
nla
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 ke
ersonnel details
Other o
tional information

Declarations
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s)
G. Wright
Full name(s)
Position (eg Secretary,
Chair, etc)
Paul Cartwright
Chair
Graeme Wright
Head Teacher
Date
1610912024

NOTIFICATION OF AUDITED ACCOUNTS OF THE SCHOOL FUND
TYPE:
CALENDARIFINANCIALIACADEMIC"
YEAR.,
02
I certify that the school fund has been maintained in accordance with the advicel
instructions given by the Director of Education & Cultural Services.
A copy of the audited statement of the fund has been passed lo the Chairman of the
Governors. A copy willlwill not" be displayed on the school noticeboard.
The following information is a correct summary of the transactions during the accounting
period:_
Balance brought forward as at
1 ts '23 (date) ￿. 4S
36191. it
Add Receipts during the accounting period
Less Payments during the accounting period
Balance carried forward as
K rfA4eAw+ (date)
DATE..
SIGNE
DECLARATION BY THE SC
L FUNDAUDITOR
I certify that the statement of account for the school fund for the period ending
has been audited by me in accordance with the
dvice given by the Director of
Education & Cultural Services and that the info
hown above is correct.
f.3.2024
SIGNE
DATE..
Ca th 774rJr
PROFESSION:
DECLARATION BY THE CHAIRMAN OF GOVERNORS
I certify that the statement of account referred to above, with the certificate of the school
fund auditor attached lo it, has been received by the School Governors at their meeting
held on
(date)
SIGNED:
DATE..
qlz
When compleled please return to.. SGhools Finance ream, Education & Cultural
Services Directorate, Lincolnshire County Council, Newland, Lincoln, LN1 1 YG.
Delete as appropriate

CERTIFICATION SHEET
CERTIFICATION OF HEADTEACHER
BALANCES STATEMENT
I certify that the above is a cornplele
summary of the transactions of the
School Fund for the year ending:
Bank Accounl(s}
#REF!
2014
Cash in Hand
#REF!
Headteacher
Total
#REF!
20241202
Date
CERTIFICATION OF CHAIR OF GOVERNORS
BALANCES STATEMENT
I certrfy that the above is a complete
summary of the
sactions of the
School F
rthe
ar ending:
Bank Account(s)
#REF!
Cash in Hand
#REF!
Chair of Governors
Total
#REF!
Date
AUDIT CERTIFICATE
I have examined the above income and expenditure statement with all the books, vouchers and
other accounting records relating thereto and have obtained all the information and explanations
I have required. I certrfy that in my belief the income and expenditure sptement gives a true and
fair view of the income and expenditure for the period endin
according to the best of my information and to the explanations given to me and shown by the
books of the School Fund.
15 rtA(Lctl
School
und Auditor
flo
Date
Certification
SCHFUND4.XLS
1310512024

LINCOLNSHIRE COUNTY COUNCIL- EDUCATION & CULTUFIAL SERVICES
DIRECTORATE
ANNUAL DECLARATION OF SCHOOL FU
DS
COST CODE .
SCHOOL NAME,.
This sAYe of the form must be completed by every school whether a school fund exists
or not.
DECLARATION BY THE H
ADT
1.1 confirm that I havelhave not" got a school fund. (If you have a school fund please
complete section 2).
2. 1 confirm that it is a single comprehensive school fund. The title of the bank account
The TYPE is .
CALENDARJFINANCIALIACADEMIC"
It is for the YEAR
I have received and will adhere to the notes of guidance on the administration and audit
of school funds issued by the Director of Education & Cultural Services (section E of
the Finance Handbook).
SIGNED ..
DATE..
DECLARATION BY THE CHAIR OF GOVER
ORS
I have noted Ihe information above. I will ensure that the Governing Body appoints a
suilable auditor
eno
that (s}he should receive your notes of guidance for
school fund au
to
SIGNED .
DATE:(8
12
Delete as appropriate