Trustees, Annual Report for the period
Period start date
PeThod end dale
From
Section A
Reference and administration details
Charfty name
Willoughby Foundation
Other names charity is known by
Reglstered charlty number (If any)
1057288
Charity's prtncipal address
Willoughby Academy
South Road
Bourne
Postcode
PE10 9JD
Names of the charity trustees who manage tho charity
Dat•s acted If not for whd¢
Tnistse name
Office {if any)
Namo ot lor body) ontitlgd
nt tru$t*tr
ifan
Steve Bills
Ramnath Ramhit
David Conlon
Trustee
Trustee
Trustee
10
12
13
14
15
16
17
18
19
20
Names of the trustees for tho charity, If any, (for example, any Gu$todlan trustees}
Name
Dates acted if not for whole
ear
TAR
March 2012

Names and addresses of advlsers (Optional infomiation)
of adviser
Name
Address
Name of chlef èxecutive or namès of 88nlor staff mambers {Optlonal Infomiationl
Section B
Structure,
overnance and management
Description of the charlty's trusts
Constitution
Type of goveming document
How the charity is constituted
3 Trustees
Trustee selection methods
Trustees
Additional governance issues <Optional inforniatlon)
The charity retsives charitable donations from individuals, clubs or
companies who support Wlloughby SchsX)I.
You may choose to include
additional infofmation, where
relevant, about:
Any financial risks are counteracted by the good practice guidelines and
audit policies set by Lincolnshire County Council and cur auditors.
policies and procedures
adopted for the indudion and
training of trustees;
the charity's organisational
structure and any wider
neI￿Ork with which the chaflty
works,.
relationship with any related
parties.,
trustees, consideration of
maior risks and the system
and procedures to manage
them.
Section C
Ob'ectives and activities
To advance the edLtcation of the pupils at Willoughby Academy by
providing and assisting in the provision of facilities (not required to be
provided by the education authority) for education at the school.
Summary ofthe objects of the
charity set out its
governing document
TAR
Ma¥th 2012

Small scale fundraising events take place but predominantly the charity
accepts donations made from the community.
Summary of the matn
a¢tlvlties undertaken for the
public benefit in relation to
these obje¢ts (include within
this section the statutory
declaration that trustees have
had regard to the guidan¢e
Issued by the Charity
Commlssion on public
benefrt)
Additional details of obJ•ctlves and actlvlties (Optlonal infomiationy
You may choose to include
further statements. where
relevant, about..
policy on grantmaking,.
policy programme related
investment.
contribLrtion made by
volunteers.
TAR
March 2012

Section D
Achievements and performance
Summary ofthe maln
a¢hlevements of the charlty
during the year
The charity has been well supported this year and has continued lo raise
funds for the benefit of pupils of Willoughby Academy.
The most significant expenditure item this year was a contribution to a
new minibus through Varsety Golf. This will benefit all pupils by enabling
visits to the community.
Resources and workshops are also purchased to further the edu¢ation of
pupils that would not be possible if we were reliant upon statutory funding
alone.
TAR
March 2012

Sectlon E
Financial review
The charity's policy is to mainlain a minimum reserve of £3.000. There is
no upper limit as this allows us to build up funds for major projeds.
Brief statement of the
charity's policy on reserves
Dètails of any funds materially
In dèficit
Further flnancial rovlew detsils (Optional infomiation)
Durin9 the year the Len Pick Trust, Cummins and Worldwide Fruit
supported the fund amongst others. Our local fundraisers have also
generated funds from a number of events.
You may choose to include
additional information, where
relevant about..
the charity's principal
sources of funds (including
any fundraising).,
how expenditure has
supported the key objectives
of the chartty.
investment policy and
objectives including any
ethical investment policy
adopted.
Section F
Other optional information
Section G
Declaration
The trustees declare that they have approved the trustees, report above.
Signed on behalf of the charity's trustees
Signature(s)
RRam
Full namels)
Position (eg Secretary, Chair,
R Ramhlt
Chair
Date
14" May 2026
TAR
March 2012

**The Willoughby Foundation Income vs. Expenditure for the Period 01.08.2024 to 31.07.2025** 

## **INCOME EXPENDITURE** 

|Donations|£4,882.55|Donations|£117.00|
|---|---|---|---|
|Miscellaneous|£100.42|Miscellaneous|£121.60|
|Activities and sessions|£0.00|Activities and sessions|£470.00|
|Minibus|£0.00|Minibus|£20,577.00|
|BigBangBursary- Animals UK|£650.00|Animals UK workshop|£798.00|
|Christmas Fayre 2024|£1,690.00|Christmas Fayre 2024|£0.00|
|Summer Fayre 2025|£2,479.37|Summer Fayre 2025|£0.00|
|HappyChicks|£0.00|HappyChicks|£254.00|
|Leavers clothing|£0.00|Leavers clothing|£332.93|
|Book bags|£0.00|Book bags|£139.80|
|Daniel Ingham Donation(Cedar)|£1,500.00|Cedar Class toys & equipment|£841.90|
|Global Givingfor SensorySuite|£16,339.31|Global Givingfor SensorySuite|£0.00|
|Worldwide Fruit|£16,000.00|Worldwide Fruit|£0.00|
|Baston Events|£3,995.00|Baston Events|£0.00|
|Len Pick Trust|£3,400.00|Len Pick Trust|£0.00|
|Spare|£0.00|Spare|£0.00|
|Interest|£118.14|Interest|£0.00|
|Accounts 2023|£0.00|Accounts 2023|£180.00|
|Accounts 2024|£0.00|Accounts 2024|£192.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|Spare|£0.00|Spare|£0.00|
|**TOTAL INCOME**<br>**SURPLUS (+) OR DEFICIT (-)**|**£51,154.79 TOTAL EXPENDITURE**|||
||||**£24,024.23**|
|||||
||||**£27,130.56**|



## **Balance Carried Forward as at   01.08.2024** 

|Balance brought forward<br>as at :   01.08.24<br>Add Total Income<br>during period<br>Less Total Expenditure<br>during period<br>**Balance carried forward**<br>**as at :   31.7.2025**|**CASH**|**BANK**|**TOTAL**|
|---|---|---|---|
||£44.57<br>£2,220.00<br>£2,215.00|£45,994.07<br>£48,934.79<br>£21,809.23|£46,038.64<br>£51,154.79<br>£24,024.23|
||**£49.57**|**£73,119.63**|**£73,169.20**|
|||||






## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

**Report to the trustees** 

Charity Name THE WILLOUGHBY FOUNDATION 

**On accounts for the year** 31 JULY 2025 **Charity no** 1057288 **ended (if any) Set out on pages** (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 July 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 which gives me cause to believe that in, any material respect: 

• accounting records were not kept in accordance with section 130 of the Charities Act; or 

- the accounts do 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 order to enable a proper understanding of the accounts to be reached. 

**Signed:** Colin Tyte **Date:** 12.05.2026 **Name:** Partner at DEXTER & SHARPE **Relevant professional** ASSOCIATION OF CHARTERED CERTIFIED ACCOUNTANTS **qualification(s) or body (if any): Address:** COMMERCE HOUSE, 18 WEST STREET BOURNE, LINCOLNSHIRE PE10 9NE 

**Oct 2018** 

1 

**IER** 



## **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 any items that the examiner wishes to disclose** . 

**Oct 2018** 

2 

**IER**