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|Object|i|ves and|A|ctivit|ies|||
|---|---|---|---|---|---|---|---|
||||||SORP reference|||
|Summary||ofthe purposes of||||Friends at Balfour —commonly
known as FAB,||
|the charity as set out|||in|its||raise funds to enhance the educational||
|governing||document||||experience ofthe pupils at Balfour Primary
School||
|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.||
|services identified
in
accounts.|||the|||The primary
activities used for fundraising
during 2021/22 included
summer
and||
|||||||Christmas
fairs, the FAB swimming
school,|and|
|||||||sale ofChristmas
Cards and tea-towels||
|||||||designed
by the pupils.||
|||||||Funds raised are then spent via a donation|to|
|||||||the school for agreed equipment
and activities||
|||||||which enhance the educational
experience for||
|||||||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.||
|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||
|||||||views, thoughts
and ideas are always welcome.||
|||||||Friends at Balfour holds it's AGM in October||
|||||||each year, and also meet once a month at||
|||||||Balfour Primary School where everyone
is||
|||||||welcome to attend. The Friends at Balfour||
|||||||committee are responsible
for making decisions||
|||||||on how funds are spent, with guidance
from||
|||||||staff at the school.||
|||||||Sub committees
are set up to manage events,||
|||||||and trustees meet once a quarter to ensure||
|||||||ovemance
is adhered to.||
|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|
||||||year through
the activities and events put on|
||||||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.|
|the circumstances
ofits
beneficiaries
and any wider
benefits to society as a|||||Significant donations
for 2021/22 academic
year were:|
|whole.|||||OPAL outdoor play
E2,920|
||||||Library Refurbishment
E1,770|
||||||Year Group spends:
E 5,800|
||||||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|
||||||was paid
in relation to 2020/21 activities.|
||||||"817,000is the net amount raised in 2021/22,|
||||||ignoring
donations
paidldue
to the school but|
||||||including
other fundraising
liabilities owed but not|
||||||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||||
|---|---|---|---|
|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||||
|Investment
policy and||Para 1.46||
|objectives
including
any||||
|social investment
policy||||
|ado ted||||
|A description
ofthe principal||Para 1.46||
|risks facin
the chari||||
|Other||||
##
|Description
ofcharity's|||
|---|---|---|
|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|||
|constitutional
provisions e.g.|||
|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||||
|The charity*s organisational||Para 1.51||
|structure
and any wider||||
|network
with which the||||
|chari
works||||
|Relationship
with any||Para 1.51||
|related
arties||||
|Other||||
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|Funds held as custodian trustees on behalf ofothers|Funds held as custodian trustees on behalf ofothers|
|---|---|
|Description
ofthe assets||
|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)|
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