| Object | i | ves and | A | ctivit | ies | ||
|---|---|---|---|---|---|---|---|
| SORP reference | |||||||
| Summary | ofthe purposes of | Friends at Balfour —commonly known as FAB, |
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| the charity as set out | in | its | raise funds to enhance the educational | ||||
| governing | document | experience ofthe pupils at Balfour Primary School |
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| Summary ofthe main activities in relation to those |
Para 1.17and 1.19 |
Over the academic year of2021/22, Friends Balfour have raised funds from a range of |
at | ||||
| purposes benefit, in activities, |
for the public particular, the projects or |
events. We have been able to re-establish some ofour in-person during this year for the first time since 2020. |
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| services identified in accounts. |
the | The primary activities used for fundraising during 2021/22 included summer and |
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| Christmas fairs, the FAB swimming school, |
and | ||||||
| sale ofChristmas Cards and tea-towels |
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| designed by the pupils. |
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| Funds raised are then spent via a donation | to | ||||||
| the school for agreed equipment and activities |
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| which enhance the educational experience for |
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| the children at the school. | |||||||
| Statement | confirming | Para 1.18 | There are currently three roles in the | ||||
| whether | the trustees | have | committee: Chair, Secretary and Treasurer. |
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| had regard to the guidance issued by the Charity Commission on public benefit |
These roles are re-elected annually at the AGM. Additionally two further trustees are in place provide some independence. As we are a "Friends Association", all parents, carers and staff are automatically members. Everyone' s |
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| views, thoughts and ideas are always welcome. |
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| Friends at Balfour holds it's AGM in October | |||||||
| each year, and also meet once a month at | |||||||
| Balfour Primary School where everyone is |
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| welcome to attend. The Friends at Balfour | |||||||
| committee are responsible for making decisions |
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| on how funds are spent, with guidance from |
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| staff at the school. | |||||||
| Sub committees are set up to manage events, |
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| and trustees meet once a quarter to ensure | |||||||
| ovemance is adhered to. |
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| Additional | information | (optional) | |||||
| You ma | choose to include further statements | where relevant about: | |||||
| SORP reference | |||||||
| Para 1.38 |
| Policy on | grant making | grant making | |
|---|---|---|---|
| Policy on | social investment | Para 1.38 | |
| including | program | related | |
| investment | |||
| Contribution made |
by | Para 1.38 | |
| volunteers | |||
| Other |
| SORP reference | |||||
|---|---|---|---|---|---|
| The committee raised over f17,000™ during the |
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| year through the activities and events put on |
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| during the year. | |||||
| Summary ofthe main achievements ofthe charity, identifying the difference the charity's work has made to |
Para 1.20 | The committee was able to donate f10,700to help fund new equipment, school trips and activities which further the children's education. |
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| the circumstances ofits beneficiaries and any wider benefits to society as a |
Significant donations for 2021/22 academic year were: |
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| whole. | OPAL outdoor play E2,920 |
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| Library Refurbishment E1,770 |
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| Year Group spends: E 5,800 |
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| The donation to the school relating to 2021/22 | |||||
| activities was paid over in 2022/23 Academic | |||||
| year. During 2021/22, a payment off25,909 |
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| was paid in relation to 2020/21 activities. |
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| "817,000is the net amount raised in 2021/22, | |||||
| ignoring donations paidldue to the school but |
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| including other fundraising liabilities owed but not |
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| aid until 2022/23 | |||||
| Additional | information | (optional) | |||
| You ma | choose to include further statements | where relevant about: | |||
| Achievements | against | Para 1.41 | |||
| objectives | set | ||||
| Performance | offundraising | Para 1.41 | |||
| activities against objectives | |||||
| set | |||||
| Investment | performance | Para 1.41 | |||
| a ainst ob ectives | |||||
| Other |
| 2022/23 and f13,300able to donate to the | 2022/23 and f13,300able to donate to the | 2022/23 and f13,300able to donate to the | |||||
|---|---|---|---|---|---|---|---|
| school | in future | ears. | |||||
| Reasons for | holding zero | Para 1.22 | n/a | ||||
| reserves | |||||||
| Details offund materially | in | Para 1.24 | n/a | ||||
| deficit | |||||||
| Explanation | ofany | Para 1.23 | None | ||||
| uncertainties | about the | ||||||
| charity continuing | as a going | ||||||
| concern |
concern |
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|---|---|---|---|
| Additional information |
(optional) | ||
| You ma choose to include |
further statements | where relevant about: | |
| The charity's principal |
Para 1.47 | ||
| sources offunds (including | |||
| an fundraisin |
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| Investment policy and |
Para 1.46 | ||
| objectives including any |
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| social investment policy |
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| ado ted | |||
| A description ofthe principal |
Para 1.46 | ||
| risks facin the chari |
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| Other |
| Description ofcharity's |
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|---|---|---|
| trusts: | ||
| Type ofgoverning document |
Para 1.25 | NCPTA Model Constitution |
| How is the charity | Para 1.25 | Parent Teacher Association |
| constituted? | ||
| Trustee selection methods | Para 1.25 | Election by Committee |
| including details ofany |
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| constitutional provisions e.g. |
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| election to post or name of | ||
| any person or body entitled | ||
| to appoint one or more | ||
| trustees |
| Additional information |
(optional) | (optional) | |
|---|---|---|---|
| You ma choose to include |
further statements | where relevant about: | |
| Policies and procedures | Para 1.51 | ||
| adopted for the induction | |||
| and trainin oftrustees |
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| The charity*s organisational | Para 1.51 | ||
| structure and any wider |
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| network with which the |
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| chari works |
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| Relationship with any |
Para 1.51 | ||
| related arties |
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| Other |
| Funds held as custodian trustees on behalf ofothers | Funds held as custodian trustees on behalf ofothers |
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| Description ofthe assets |
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| held in this capacity | |
| Name and objects ofthe | |
| charity on whose behalf | the |
| assets are held and how | this |
| falls within the custodian | |
| charity's objects | |
| Details ofarrangements | for |
| safe custody and | |
| segregation ofsuch assets |
|
| from the charity's own |
|
| assets |
| Na | mes and addresses | ofadvisers (Optional informat |
ion) | |
|---|---|---|---|---|
| Type of | Name | Address | ||
| adviser | ||||
| Name of | chief executive or names ofsenior staff members | (Optional | information) |