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w"y| CHARITY COMMISSION (gt? FOR ENGLAND AND WALES

Trustees’ Annual Report for the period

From 01/09/2024 To 31/08/2025

Charity name: Friends at Balfour

Charity registration number: 1070234

Objectives and Activities	Objectives and Activities
	laren Summary ofthe purposes of	Para1.17 Friends at Balfour— commonly known as
the charity as set out In its		FAB, raise funds to enhance the
governing document		educational experience of the pupils at
		Balfour Primary School.
Summary of the main activities in relation tothose	Para 1.17 and	**°
purposes for the public		range of events.
benefit, in particular, the
activities, projects or		The primary activities used for fundraising
services identified in the		during 2024/25 included Summer and
accounts.		Christmas fair, the FAB swimming school,
		Happy Circus, Quiz Night, Sponsored
		Spring Challenge, sale of Christmas Cards
		and tea-towels designed by the pupils, as
		well as parent donations.
		Funds raised are then spent via donation to
		school for agreed equipment, trips and
		other activities which enhance the
		educational experience for the children at
		the school.
Statement confirming	Para 1.18	There are currently five roles in the
whether the trustees have		committee: chair, vice chair, co-secretaries
had regard to the guidance		and treasurer. These roles are re-elected
issued by the Charity		annually at the AGM. Additionally one
Commission on public		further trustee was in place during the year
benefit		to provide a strong link with the school and
		manage transition. 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 its 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
		guidancefromstaffattheschool.

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Sub committees are set up to manage events, and trustees meet once a quarter to ensure governance is adhered to.

Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about:
eee eee ee : Para 1.38 — mep
	Para 1.38
Policy on social investment
including program related
investment
	Para 1.38
. ; Contribution made by
volunteers

Achievements and Performance

		The committee raised £21,514* during the
		yearthrough activities and events put on
		during the year. With a further £2,090
Summary ofthe main achievements ofthe charity,	aan	through parent donations towards girls football.
identifying the difference the
charity's work has made to		The total ofdonations to the school relating
the circumstances of its		to 2024/25 activities was £27,814, with
beneficiaries and any wider		£5,637 paid to the school in the 2024/25
benefits to society as a		Academic year, and £22,177 paid in
whole,		2025/26. Donations to the school exceeded funds raised, using surplus funds raised in
		prior years,
		Significant donations for 2024/25 academic
		year were:
		KS2 Adventure Trail £15,620
		Yr 1 Outdoor space £3,018
		Outdoor Picnic Tables £2,365
		During 2024/25, a payment of £39,890 was
		paidInrelationto2023/24activities.

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£21,514 is the net amount raised in
2024/25, ignoring donations paid/due to the
school but including other fundraising
liabilities owed but not paid until 2024/25.
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Additional information (optional) You may choose to include further statements where relevant about:

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Achievements against Para 1.41
objectives set
Performance of fundraising
activities against objectives | Para 2.41
set
Investment performance Para 1.41
against objectives
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: : : :

Financial Review

Review of the charity's	Para 1.21	The charity has unspent reserves of	The charity has unspent reserves of
financial position at the end		£21,971, ofwhich £3,545 is committed to
of the period		projects in the 2025/26. Therefore unspent
		and un-committed reserves balance is
		£18,426. This includes a £5,000 buffer for
		unexpected expenditure.
Statement explaining the	Para 1.22	The £5,000 buffer is maintained to allow for
policy for holding reserves		unexpected costs or loss ofincome. The
Stating why they are held		level of this buffer is reviewed	annually.
Amount of reserves held	Para 1.22	The reserve of £21,971, which	is made up
		of £5,000 buffer, £3,545 committed to
		projects in 2025/26 and £13,426 able to
		donate to the school in future	years.
reserves
deficit
Explanation of any	Para 1.23	None
uncertainties about the
charity continuing as a going
concern
Additional information (optional)
You may choose to include further statements where relevant about:
The charity's principal sources offunds (including	P44 1-47
any fundraising)
Investment policy and objectives including any	PatAe
social investment policy
adopted
A description ofthe principal	Para 1.46
risks facing the charity
ikMe		Lt

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Structure, Governance and Management

trusts:
Type of governing document		NCPTA Model Constitution
How is the charity		Parent Teacher Association
constituted?
Trustee selection methods	Para 1.25	Election by Committee
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
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures
adopted forthe induction	Paradal
and training oftrustees
The charity's organisational
structure and anywider	Paved
network with which the
charity works
Relationship with any related	Para151
parties
ae	i	eee
ReferenceandAdministrative details
	Friends at Balfour
Other name the charity uses
Registered charity number	1070234
Charity's principal address	Balfour Primary School BalfourRoad Brighton BN16NE

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Names of the charity trustees who manage the charity

					Name of
					person
					(or body)
	Trusteename	eo Fi Office (ifany)		Dates acted if not for whole year	entitled to
					appoint
					trustee
					if an
1	Alysha Luckin	Chair		12 March 2024 to	AGM
				current
9		Sally Appleyard	Vice Chair		8"October2024 to
				current
3		Marlena Jozwik	Treasurer		10 February 2023 to14
				Oct 2025
A	Beth Warner	Co	Secretary	8October2024 to 14	AGM
				Oct 2025
5	Beth Rutter	nia		12 March 2024 to	AGM
				current
6	Gemma Lucas-Kirkwood	Co	Secretary	8October2024 to current	AGM
7	AmyKennedy	Treasurer (current but not trustee in		14
2024/25) a ie a es
1
)
1
nk
1
2
1
3
Z
4
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5
1
6
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4
1
8
1
9
2
0

Corporate trustees — names of the directors at the date the report was approved

Name of trustees holding title to property belonging to the charity

|Trusteename——s———“‘;C*drCX@DaattleSactedifnotforwholeyear| —“<—~‘~;C!O!C~—~™ reeaan i J acereal aaa eee iae eeee |

Funds held as custodian trustees on behalf of others

Description of the assets 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 Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

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 key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity's trustees Signature(s) Out . | { Maen ay | Full name(s)} ALYUSHA LUCKIN) Shum NEHA Position (eg Secretary, Date 21/3/2e . | WISlrbw

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Receipts and payments accounts For the period from To

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CCléa
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Section A Receipts and payments Unrestricted funds Restricted funds Oe Total funds Last year tothe nearest € to the nearest£ to the nearest£ to the nearest£ to the nearest£ Al Receipts lcmrissmascards| eT TO] p[,082] TOS] PCT ECCT] Oza lchrisimasrair | lcommunitybay | Jcorporate Donations ||| E CCTTCCd] CC T CCCdYST C ‘dT#'< CSdY( S s“CdEi‘#$RNN$NN [ta DonationsTCT TCCdC ™~—“CCSdzYCidEC(“#$RN’NYNN’N’NNsts—C~C<‘(YsSédT|<Ss<i“‘(isi‘CSCSCéTOC‘?L&§O Fapooculotnertundrasingactwty|| ots]OT TOT C ]Od] TE C CSBP!:CdC‘idT;S(C(CSCSCéS CR A) A reatowetsswimming || sews]se] TC TCes| UT| TC TCCd CT9| po2,050 ] eee:lvapisco[Gis“(itFootbal Fundrasing | EEOT fCeetC“SYSC‘“SsTTee SCC]Toi a as7(2|| AR) A2 Asset and investment sales, (see table). Subtotall | = = = == Total receipts|_____75es3] [_-] ( A3 Payments lquznightsCTCC—“‘é] TCU TTC Ce lcivistmascards| Cd CE[C—‘idrSG] lchrstmasFarCT sz] |CT | lcommunityOxy Te TC Te—Ci‘idLCSdT=Ci“( | lcorporateDonationsa= | | | TCisd Te CsOS Se : Teleasregghut=ee| | |eSCT ee Cd 681 Jothertundrasingactvityss | Ce] TCT C—“‘iYSWdT:C( IHappycucus,eeTo] S|Cd]en Cdees 2 eee eee e i] 2 De SO Ge S swimmingTt} cc| GCSee[—~dYSCLS][tas][TT] P8822 T eatonels ora |[CT] | | ueaveroscoC2777sa | OeTC( TC“‘“té‘*YSCdE eenSes eeas|| aCY i eS eeES Oya oe Ln "S(T A'S! ON "~] SY Demons Sie re Oe ey Suhi — a eel PSH|

A4 Asset and Investment purchases, (see table

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ASTransfersbetweenfundsNet of receipts(payments)|-_ss 22aaop [Cte [5,09|
[e] {| TC TP Ps
AG Cash funds last year end ae
Cash funds this yearend] 46,623] [-a }]|p LLaTa 88 623 |
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Section B Statement of assets and liabilities at the end of the period
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Unrestricted Restricted funds Endowment Categories Details funds funds to nearest £ to nearest £ to nearest E B1 Cash funds 8 eeee Totalcashfunds [[_46623]][[J]][LO] (agree balances with receipis and payments account(s)) . Unrestricted Restricted funds Endowment funds funds Details to nearest — to nearest — to nearest £ sti—— Oetalls FundpatoSiereswhich asset Cost (optional) Currentenitanalvalue Ear ——— = Details Fund tobelongs which asset Cost (optional) Currentoptionv al ue B4 Assets retained for the Be SS charity's own use ee ee Details7 llabitityFund torelateswhich Amountoptionaldue When due (optional) B5 Liabilities | Signed by one or two trustees on , i f srl! behalf of all the uustees : ! — a J iste

K ' CHARITY COMMISSION Independent examiner's FOR ENGLAND AND WALES report on the accounts

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Section A
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Independent Examiner’s Report
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Report to the trustees/ ae oT | - oe
members of| Friends at Balfour
On accounts for the year 348 August 2025 oo ‘Charity no 1070234
ended (if any)
Set out on pages | l -2 Oe |
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| report to the trustees on my examination of the accounts of the above charity ("the Trust”) for the year ended 31/ 08/2025.
| Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation | basis of report of the accounts in accordance with the requirements of the Charities Act :| 2011 (“the Act”).

| 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, | have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent | have completed my examination. | confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
e accounting records were not kept in accordance with section 130 of the Act or
e the accounts do not accord with the accounting records

| 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.

Please delete the words in the brackets if they do not apply.

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IER

October 2018

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8action B se Disclosure ap SEO GR 8
Only complete if the examiner needs to highlight matters of concern (see CC22,
Independent examination of charity accounts: directions and guidance for
examiners),
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JER