Trustees’ Annual Report for the period
From 01/08/22 Period start date To 31/07/23 Period end date
Charity name: Butlers Court Combined School Fund
Charity registration number: 1079105
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the Trust shall be to advance the education of the pupils of Butlers Court Combined School by providing or assisting in the provision of educational, recreational and other charitable facilities in augmentation of such facilities financed by the Local Authority or Department for Education |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Ensuring that all children in the school have access to a wide range of extra-curricular opportunities and facilities in Sport, the arts, science, technology and the community beyond that funded by government thus developing a love of learning and well balanced individual citizens |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the trusts aims and objectives |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| N/A | ||
| Para 1.38 | ||
| Policy on grant making | ||
| N/A | ||
| Para 1.38 | ||
| Policy on social investment | ||
| including program related | ||
| investment | ||
| N/A | ||
| Para 1.38 | ||
| Contribution made by | ||
| volunteers |
Other
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | lessons have been made more interestng with a range of additonal practcal resources eg eggs hatching in class theatrical and musical performances in school have enabled all children to experience live drama and orchestral productons no child has been prevented from atending trips and residental experiences because of lack of funds extra facilites for science and environmental outdoor learning are being provided |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of theperiod |
Para 1.21 | We hold cash at the bank of £124,195 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Future expenditure from these funds is planned to pay for KS2 computers and an out of date Server. The Daily Mile track to be refurbished to support the physical, emotonal and wellbeing of children regardless of the children’s age and circumstances. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Income is derived from voluntary payments from parents, photograph commission and sponsored events. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Trust Deed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Trust |
| Trustee selection methods 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 |
Para 1.25 | Appointed by Governing Body |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
Charity name Other name the charity uses Registered charity number Charity’s principal address
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mr Stephen Butler | Headteacher | Butlers Court Governing Body | ||
| Mrs June Moon | Deputy Head Teacher | Butlers Court Governing Body | ||
| Mrs Alison O’Dornan | Chair of Governors | Butlers Court Governing Body | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
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) Full name(s) Stephen Butler
Position (eg Secretary, Headteacher Chair, etc)
Date
20/05/24
CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the perlod from To Section A Receipts and payments Unrestricted funds Restricted funds Endowment fLtnds Total funds Last year to th• nèarèst to the nparest È lo tho noar88t to the nearest£ to th8 noarest£ A1 Re¢eipts T)on3lions 6,085 5B,913 5,815 19,916 3,137 2,371 260 1.175 6.065 58,913 5.B15 19.916 3,137 2.371 260 1,175 2,167 69,367 10,504 3(637 Fnd Raising Events Educational Events ealive A¢iivili$8 3.121 Y6 Leavers lrnier A¢cTruni Tpnsf&r Inlerest Income 99 801 91472 801 98.472 Sub total IGross inGome for AR) A2 Asset and Investm•nt 5a185. (See tabl8). 119.920 Sub total Total racaipts 9B,472 91472 119,920 A3Pa ents Clas5 room Resource8 and maintenance School Trips Fund Raisin Even15 Educationa1 Events Sportin AclNIII8S Creaiive AGlivities Collections for Charit188 Bank Cha es Y8 Leavers Inter Account Transfers 6.165 43.129 4,SVI 3.3B3 90.067 90,067 7,443 3.135 84 4.770 3,135 84 4.77D 1,024 136 48 1,952 4.112 4,112 Sub total 109.726 109,726 60.395 A4 Assèt and inv8Stment purchasès. $66 table) Sub total Total payments 109,726 109.726 60.395 Net of receipts/(paymentsJ A5 Transfers been funds A6 Cash funds last yèar 8nd Cash funds thi5 year 11,254 11,254 59.526 135,450 124,195 135,450 124,195 75.924 135,450 CCXX R1 awunts ISSI 1610512024
Section B Statement of assets and liabilities at the end of the period UnreslTlCted funds to n9arest£ Restricted funds to nparest£ Endowment funds lo nearÈ81£ Categorie5 Details 81 Cash funds Current Ac¢1 30.952 Dtrp05il Ac¢1 93,225 Cash Total cash funds 124,195 la9ree ba5WIth reGolpts ano paJmÈnL% accourtl811 Unre$tri¢ted funds to nÈarEsl E Restricted funds Endowm8nt fund5 to nparest£ to nèarègt £ Dne Fund to whloh asspl bglon Details None o$r loptionall Current value B3 Investment ass9ts Fund lo whlch 8888t bolon Current valug Details None Cost loptlonall 84 Assets retained for the charity's own usg Fund to whl¢h re1ales Amount duo Ylhen due B5 Liabilities None Sign8d by one or two tru51ee5 On behalf of all the tru51ees Date of ap rova1 Signatur8 Print Name Ib CCXX R2 a¢sounts ISSI 1610512024
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Butlers Court Combined School fund members of On accounts for the year 31[st] July 2023 Charity no 1079105 ended (if any) Set out on pages 1-2
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2023.
- 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”).
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 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 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.
- Please delete the words in the brackets if they do not apply.
Date: 21.05.24 Signed: ~~ee~~ Name: Caroline Webster FCA ~~Pd~~ Relevant professional Institute of Chartered Accountants in England and Wales qualification(s) or body (if any): Address:[Ross Brooke Ltd Suite I, Windrush Court, Abingdon Business Park OX14 ] 1SY
October 2018
1
IER
Section B Disclosure
Only complete if the examiner needs to highlight 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 .
October 2018
2
IER