## **Trustees' Annual Report for the period** 

Period start date Period end date Day Month Year Day Month Year **From** 1 June 2021 **To** 31 May 2022 

## Section A                        Reference and administration details 

**Charity name** FRIENDS OF EWELL GROVE **Other names charity is known by Registered charity number (if any)** 1064755 **Charity's principal address** Ewell Grove Primary and Nursery School West Street, Ewell Epsom, Surrey **Postcode KT17 1UZ** 

FRIENDS OF EWELL GROVE 

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

|1<br>2<br>3<br>4<br>5<br>6<br>7|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Joanna Dickson|Chair|July2022-present||
||Lerryn Reynoldson|Secretary|July2022-present||
||Kellea York|Treasurer|July2022-present||
||Farah Shah|Co-Chair|Until July2022||
||Lara Slater|Co-Chair|Until July2022||
||Emma Sandford|Secretary|Until July2022||
||Marcela Lewis|Treasurer|Until July2022||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

|**Name**|**Dates acted if not for whole year**|
|---|---|
|Kate Keane||
|Lara Slater||
|Joanna Dickson|July2022-present|



## **Names and addresses of advisers (Optional information)** 

## **Type of adviser Name Address** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document 

(eg. trust deed, constitution) 

The present constitution of Friends of Ewell Grove was adopted on 8 July 1997 and last amended in July 2019. 

How the charity is constituted[The charity is constituted as an Association. ] 

**TAR** 

March **2012** 

1 



- (eg. trust, association, company) 

Trustee selection methods 

- (eg. appointed by, elected by) 

The Officers and Committee shall be elected at the Annual General Meeting and shall serve until the commencement of the next Annual General Meeting. 

Any Officer, after two consecutive years’ service, shall resign and will be eligible for re-election. 

The posts of Chair, Secretary and Treasurer shall be held by a parent for a maximum of three years. 

The Committee shall have the power to co-opt a maximum of two members. 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

The object of the Association is to advance the education of the pupils attending the school, by: 

**Summary of the objects of the charity set out in its governing document** 

- Developing more extended relationships between the staff, parents and others associated with the school. 

- Engaging in activities which support the school and advance the education of the pupils attending it. 

- Providing and assisting in the provision of such facilities or items for education at the school (not provided from statutory funds) as the Committee in consultations with the Governing Body shall from time to time determine. 

**TAR** 

March **2012** 

2 



The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Association’s aims and objectives and in planning future activities. 

Friends of Ewell Grove is a group of parents and staff volunteers. This group raises money for the school by running a varied programme of events throughout the school year. 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

Friends of Ewell Grove holds committee meetings at least once each term in which staff, parents and others associated with the school are welcome to participate. 

**Additional details of objectives and activities (Optional information)** 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

**TAR** 

March **2012** 

3 



Section D                      Achievements and performance 

**Summary of the main achievements of the charity during the year** 

Friends of Ewell Grove has had a busy and successful year, making a net income of £22,989 through events like the Christmas Fair, Parents' Panto, School Disco, Parents’ Quiz and Children’s Quiz. 

The Association donated £24,734 to the school during the year including audiovisual and IT equipment such as HD cameras, microphones, Chromebooks and studio acoustic panels. 

**TAR** 

March **2012** 

4 



## **Section E                    Financial review** 

**Brief statement of the** The Association may set aside funds for special purposes or as reserves **charity’s policy on reserves** against future expenditure. 

The total net incoming resources of £22,989, against donations to the **Details of any funds materially** school of £24,734, resulted in a decrease in total assets to £27,301 as at **in deficit** 31 May 2022. 

## **Further financial review details (Optional information)** 

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 charity; 

- 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)**<br>**Full name(s)**<br>**Position (eg Secretary, Chair,**<br>**etc)**<br>**Date**|_Kellea York_|_Joanna Dickson_|
|---|---|---|
||Kellea York|Joanna Dickson|
||<br>Treasurer|Chair|
||20 March 2023||
||20 March 2023||



**TAR** 

March **2012** 

5 



Friends 01
wèil'Grove,':.
RECEipfSAND PAYMENTS ACCOUNT
Charity No.,:i￿75510-.
0110612021 to 3110512022
RECEIPTS
PARENTS QUIZ
CHILDRENS QUIZ
LEAVERS SHOW 2021
1,870.61
139.50
338.41
4,619.43
8.34
874.00
1,328.15
62.19
416.3Z
CHRISTMAS FAIR
LA8EL PLANET
RAFFLE
CHRISTMAS CARDS
EASY FUNDRAISING
SECOND HAND UNIFORMS
MATCH FUNDING
6,740.00
z.io
BANK INTEREST
PANTO
4,799.81
367.ljo
1,890.50
63.00
BAGS 2 SCHOOL
TRAVEL TO TOKYO
NEW PARENTS. BINGO
SCHOOL DISCO
AMAZON SMILE
DONATIONS
JOKE 800K
1,078.00
210.49
365.00
$04.93
SMARTIES CHALLENGE
JUSTGIVING
MEMOR Y GARDEN
1.404.47
19.42
150.00
LEAVERS DISCO & BBQ 2021
SUNDRY
338.50
52.99
TI?TAL RECEIPTS
27,973.16.
PAYMENTS .
LEAVERS SHOW 2021
368.52
PARENTS QUIZ
E45TER EGG HUNT
686.64
16.00
873.70
21.QO
94.82
CHRISTMAS FAIR
SUMMER FAIR
RAFFLE
CHRISTMAS CARDS
16.85
291.03
25Z.QO
952.92
J6.32
391.00
243.71
SUNDRY
ACCOUNTANCY FEE5
PANTO
NEW PARENTS, 81NGO
SCHOOL DISCO
SMARTIES CHALLENGE
MEMORY GARDEN
LEAVERS DISCO & B8Q 2021
BUBBLE BURSTING
32.87
330.55
13.99
8ANK CHARGES
48.25
JOKE BOOK
333.11
'4.Y83.28
'24.734.17
22.989.88
29.046.08
27,301.79
TOTAL PAYMENT5 .
DONATIONSTO EWELLGROVE,-
NET INCOME RAISE D
RETAINED INCOME FROM LAST YEAR
TOTALASSETS LEFT AS OF 3110512022
NET INCOME FOR THE CURRENT YEAR
-1,744.29

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JndepwdentExBmintrs Report to the Tn￿e9 of
Frien&8 of Ew¢ll Grove
Independent examinevy report to the trustees of Friends ofEwell Grove
I report to the charity trustees on my examination of thc ac¢ounts of the Friends of Ewell Grove for the year ended 31 May 2022.
ReSpon￿1)I11tte8 and ba818 of report
Ag the charity trustees of the Trusi you are responsible for the prepardtion of the accounts in accordance with the requirements of the
Charities Act 2011 {'the ACV).
I report in respect of my examination of the Trust's accounts carried ollt under section 145 of the and in carrying out my
examination I have followed all applicable Directions given by the Charity Commission under section 145{5)(b) of the Act.
Independent exarninerfs ststement
I have completed my examination. I confim that no material matters have come to my attention in connection with the examit]ation
giving me cause to believe that in any material respect..
ac¢ounting re¢ords were not kept in respect of the Trust as required by section 130 of the Act. or
the accounts do not accord wth those records- or
the ac¢ount5 do not comply with thc applicable requirements concernints the form and content of accounts s¢t out in the
Charities (Accounts and Reports) Regulations 2008 otlier than any requirement that the accounts give a true and fair view
which 15 not a matter considered as part of an independent exttrnination.
I confirni that there are no orher matters to which your attention should bc drawn to enable a proper understanding of ihe accounts to
be reached.
Ha7.el Day
Bsc (Ilons) FCA DChA
Tlldor John Limitcd
Ni(rhtingale Ilous¢
46-48 East Street
Ep50m
SuTrey
KT17 IHQ
Date..
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