## **REPORT OF THE TRUSTEES AND**
**FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2025**
## **FOR**
**BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
**BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **CONTENTS OF THE FINANCIAL STATEMENTS for the year ended 31 JULY 2025**
||**Page**|
|---|---|
|**Charity Information**|**1**|
|**Committee Annual Report**|**2**|
|**Report of the Chair**|**4**|
|**Statement of Financial Activities**|**6**|
|**Balance Sheet**|**7**|
|**Notes to the Financial Statements**|**8**|
|**Income and Expenditure Account**|**11**|
|**Independent Examiner’s Report**|**12**|
**BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **CHARITY INFORMATION for the year ended 31 July 2025**
**COMMITTEE OFFICERS:** Mike Thorne Tom James Bea Longthorp Sarah Robertson Onur Gunce Zainab Dangana **PRINCIPAL ADDRESS:** 11 The Close Salisbury SP1 2ED **CHARITY REGISTRATION NUMBER:** 1081166 **INDEPENDENT EXAMINER:** M C Smith BA (Hons) FCA Fawcetts LLP Chartered Accountants Windover House St Ann Street Salisbury SP1 2DR **BANKERS:** Lloyds Bank plc 38 Blue Boar Row Salisbury SP1 1DB
Page 1
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **COMMITTEE ANNUAL REPORT for the year ended 31 July 2025**
The committee present their report with the financial statements of the charity for the year ended 31 July 2025.
## **COMMITTEE**
Committee officers are elected at the AGM. The Chairman can serve for a maximum period of two years. The committee meet at least once a term. The committee officers during the year under review were:
Mike Thorne - President (appointed 1 September 2025) Matthew Morgan - President (appointed 2 September 2024, resigned 10 December 2024) Stuart Smallwood - Interim President (appointed 1 January 2025, resigned 31 August 2025) Tom James - Chair Bea Longthorp - Secretary Sarah Robertson - Treasurer Zainab Dangana - Assistant Treasurer Onur Gunce - 1000 Club
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
The charity is governed by its constitution document drawn up when the charity became registered on 17 June 1996.
Appointment of committee officers is governed by the constitution document which states that they shall be elected at the Annual General Meeting.
## **OBJECTS AND ACTIVITIES**
The Association’s objective is to have an appropriate level of income reserve and to assist the financial support of the School on a year-on-year basis.
The aims of the Association are:-
- To advance the education of pupils at the School.
- To ensure the fullest possible contact between members and the School.
- To develop and maintain the status, freedom, interest and traditions of the School.
- To raise a fund by voluntary contribution, to be called the “Parents’ Fund”.
The trustees confirm that they have complied with the duty in s17(5) of the Charities Act 2011 to have due regard to the Charity Commission’s guidance on public benefit, including ‘Public benefit: reporting’ [PB3].
## **ACHIEVEMENTS AND PERFORMANCE**
The achievements of the charity for the financial year are included within the Chairman’s Report on pages 4 and 5.
The notes form part of these financial statements
Page 2
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **COMMITTEE ANNUAL REPORT for the year ended 31 July 2025**
## **RESERVES POLICY**
Bishop Wordsworth’s School Parents’ Association is run as an independent charity and is responsible for its internal functions. The charity’s policy is to hold approximately £2,000 in reserves in the eventuality of the charity losing a primary source of income or having to close completely. At 31 July 2025 free reserves amounted to £18,722.
## **ON BEHALF OF THE COMMITTEE:**
**Tom James** - CHAIR
Date: 12 November 2025
The notes form part of these financial statements
Page 3
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **REPORT OF THE CHAIR for the year ended 31 July 2025**
## The BWSPA exists:
- To raise funds for non-budgeted items that will benefit the lives of the BWS students
- To provide a social framework for the parent body
It is a charity, managed by a board of Trustees, supported by a wider group of parents involved in various fundraising initiatives.
Our fundraising is guided by requests from the school. We prefer to support objectives that will be used by most, or all, of the pupils.
## **Review of the Year**
The financial picture this year is almost diametrically opposed to that reported last year. In 2023/24 we were fundraising for our main objective, a new minibus, and paid out comparatively small amounts in grants. By contrast, this year we were able to provide the school with the funds for the minibus; hence our outgoings are rather larger than our income.
In the previous annual report, I paid tribute to the support given by the outgoing Headmaster, Dr Smallwood, to the BWSPA. It was thus a great surprise that shortly before Christmas, events external to the BWSPA meant we welcomed him back as a Charity Trustee and BWSPA President. So once again I would like to thank him for the support he offered the Association this year under difficult circumstances.
The Association has taken the opportunity through the year to refresh the content of our website, provide a more consistent image and message on our printed and presentation materials, recruit a significant number of volunteer helpers for events and trial ideas for new fundraising initiatives. None of this would have been possible without the dedicated support of our committee volunteers, and I would like to thank each one who has led on these objectives.
## **Financial overview**
With the minibus purchased, the BWSPA is not currently committed to any significant fundraising objective. Because of careful choice of a suitable vehicle by the school, the actual price paid for the minibus was around £5,000 lower than we had budgeted.
Funds have been raised from second-hand uniform sales, the 1000 Club and a variety of one-off and regular events. Most of these events represent activities that fit a regular place in the school calendar. Thus, there is no reason why we should not maintain a similar level of fundraising in the coming year. A notable outcome this year is that although our gross income has dropped by around £6,500, our costs of fundraising have fallen by considerably more. The result is that the funds raised that are available to support the school are higher this year than in the previous year.
Recent changes in the senior leadership within the school have meant that requests for new initiatives have not been made, pending the new leadership team assessing their needs for support. Therefore, we ended the year still with significant funds in our account. These funds are available to support initiatives within the school proposed by the Senior Leadership Team and agreed by the BWSPA committee.
## **People**
The work of the BWSPA would not be possible without a dedicated group of parents who give up their time to help run the events and other fundraising schemes. Over the year we have been able to recruit a number of new volunteers to help at events, and this has enabled us to consider some new event ideas which will hopefully come to fruition in 2025/26.
The notes form part of these financial statements
Page 4
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **REPORT OF THE CHAIR (continued) for the year ended 31 July 2025**
We do nonetheless need to bring new volunteers to serve on the committee, to maintain a balance of youth and experience. In particular, succession planning for the key roles of Chair, Secretary, Treasurer and 1000 Club organiser is an important objective for the year ahead.
## **Tom James**
Chair BWSPA (for the year ended 31 July 2025)
.
The notes form part of these financial statements
Page 4
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **STATEMENT OF FINANCIAL ACTIVITIES for the year ended 31 July 2025**
|||**Total**|Total|
|---|---|---|---|
|||**Unrestricted**|Unrestricted|
|||**2025**|2024|
||**Notes**|**£**|£|
|**INCOME FROM:**||||
|**Donations**||
**1,054**
|1,464|
|**Other trading activities**||||
|Fundraising||
**24,857**
|31,024|
|**Investments**|3|
**197**|124|
|**TOTAL INCOME**||**26,108**|32,612|
|**EXPENDITURE ON:**||||
|**Raising funds**||**10,340**|18,689|
|**Charitable activities**||||
|Donations to Bishop Wordsworth’s School||**24,794**|3,523|
|**TOTAL EXPENDITURE**||**35,134**|22,212|
|**NET (EXPENDITURE) / INCOME**|2|**(9,026)**|10,400|
|Total funds brought forward||||
|at 1 August 2024||**27,748**|17,348|
|**TOTAL FUNDS CARRIED FORWARD**||||
|**at 31 July 2025**||**18,722**|27,748|
## **Total recognised gains and losses**
The charity has no recognised gains or losses other than the surplus or (deficit) for the current or previous year.
## **Continuing operations**
None of the charity's activities were acquired or discontinued during the current or previous year.
All of the charity’s income and expenditure arises from unrestricted funds.
The notes form part of these financial statements
Page 6
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **BALANCE SHEET 31 July 2025**
|**Notes**
**CURRENT ASSETS:**
Debtors
4
Cash at bank and in hand
**CREDITORS:**
Amounts falling
due within one year
5
**NET CURRENT ASSETS:**
**TOTAL ASSETS LESS CURRENT LIABILITIES:**6
**FUNDS:**
Unrestricted fund: general
**TOTAL CHARITY FUNDS:**||**2025**|
|---|---|---|
||||
The financial statements were approved and authorised for issue by the Committee on 12 November 2025 and signed on its behalf by:
## **Tom James** - CHAIR
The notes form part of these financial statements
Page 7
**BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **NOTES TO THE FINANCIAL STATEMENTS**
**for the year ended 31 July 2025**
## 1. **ACCOUNTING POLICIES**
## **Accounting convention**
The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011 and UK Generally Accepted Accounting Practice.
The charity does not meet the definition of a larger charity under the Charities SORP and is therefore exempt from the requirement to prepare a cash flow statement.
The financial statements are prepared on a going concern basis. The financial statements are prepared in Sterling (£) which is the functional currency of the charity.
The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.
## **Fund accounting**
Unrestricted funds are available for use at the discretion of the committee in furtherance of the general objectives of the charity and which have not been designated for other purposes.
Designated funds comprise unrestricted funds that have been set aside by the committee for particular purposes. The aim and use of each designated fund is set out in the notes to the financial statements.
## **Income recognition**
All incoming resources are included in the Statement of Financial Activities (SOFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received.
For donations to be recognised the charity will have been notified of the amounts and the settlement date in writing. If there are conditions attached to the donation and this requires a level of performance before entitlement can be obtained then income is deferred until those conditions are fully met or the fulfilment of those conditions is within the control of the charity and it is probable that they will be fulfilled.
No amount is included in the financial statements for volunteer time in line with the SORP (FRS 102).
## **Expenditure recognition**
All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required and the amount of the obligation can be measured reliably. Irrecoverable VAT is charged as an expense against the activity for which expenditure arose.
Page 8
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 July 2025**
## 2. **DETAILED INCOME AND EXPENDITURE ACCOUNT – for the year ended 31 July 2025**
|Donations & covenants
Easyfundraising.org.uk initiative
Interest
Uniform sales
Donations to school
Cricket bash
Rugby tournament
Christmas fayre
Christmas raffle
Website
Parents’ evenings
Skittles & curry evening
Sports day
Smartie tubes
Hustings
Prom
Theatre performance
Quiz night
Bingo night
1000 Club
Miscellaneous
Paypal fees
Independent examiner’s fee
**Surplus / (Deficit) for the period**|**2024/2025**
2023/2024
**Income**
**Expenditure**
**Surplus/**
Surplus/
**(Deficit)**
(Deficit)
**£**
**£**
**£**
£
**1,054**
**-**
**1,054**
1,464
**617**
**-**
**617**
17
**197**
**-**
**197**
124
**6,059**
**-**
**6,059**
4,747
**-**
**24,794**
**(24,794)**
(3,523)
**215**
**431**
**(216)**
525
**407**
**234**
**173**
-
**4,058**
**2,837**
**1,221**
1,047
**1,789**
-
**1,789**
2,740
**-**
**162**
**(162)**
(253)
**449**
**155**
**294**
372
**3,613**
**2,887**
**726**
170
**265**
**59**
**206**
-
**329**
**-**
**329**
10
-
**-**
**-**
260
**157**
**-**
**157**
169
**1,789**
**1,191**
**598**
847
**1,916**
**598**
**1,318**
1,121
**612**
**83**
**529**
-
**2,582**
**661**
**1,921**
1,859
**-**
**242**
**(242)**
(512)
-
**410**
**(410)**
(394)
**-**
**390**
**(390)**
(390)
**26,108**
**35,134**
**(9,026)**
10,400|
|---|---|
## 3. **INCOME FROM INVESTMENTS**
All of the charity’s income from investments arises from an interest-bearing deposit account.
Page 9
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **NOTES TO THE FINANCIAL STATEMENTS for the year ended 31 July 2025**
|4.
**DEBTORS**
**2025**
**£**
Prepayments and accrued income
**206**
**206**
5.
**CREDITORS: AMOUNTS FALLING**
**DUE WITHIN ONE YEAR**
**2025**
**£**
Accruals and deferred income
**390**
**390**
6.
**ALLOCATION OF THE CHARITY NET ASSETS**
The net assets are held as unrestricted funds:
Net Current
Assets
£
General purposes
18,722
**Total**
18,722|2024
£
140
140
2024
£
390
390
**Total**
**£**
**18,722**|
|---|---|
||**18,722**|
## 7. **COMMITTEE COSTS**
The key management personnel of the charity comprise the committee officers. None of the committee officers received any remuneration or reimbursed expenses during the year.
Page 10
## **BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
## **INCOME AND EXPENDITURE ACCOUNT for the year ended 31 July 2025**
||**2025**||2024||
|---|---|---|---|---|
||**£**|**£**|£|£|
|**Income:**|||||
|Donations & covenants|**1,054**||1,464||
|Easyfundraising.org.uk initiative|**617**||17||
|Amazon Smile|**-**||-||
|Uniform sales|**6,059**||4,747||
|Christmas fayre|**4,058**||4,324||
|Christmas raffle|**1,789**||2,740||
|Parents’ evenings|**449**||422||
|Cricket bash|**215**||754||
|Quiz night|**1,916**||2,153||
|Skittles & curry evening|**3,613**||2,380||
|Smarties tubes|**329**||10||
|Prom|**157**||8,303||
|Hustings|**-**||380||
|Theatre performance|**1,789**||2,439||
|Bingo night|**612**||-||
|Rugby tournament|**407**||-||
|Sports day|**265**||-||
|1000 Club|**2,582**||2,344||
|||**25,911**||32,488|
|**Other income:**|||||
|Interest||**197**||124|
|||**26,108**||32,612|
|**Expenditure:**|||||
|Donations to Bishop Wordsworth’s school|**24,794**||3,523||
|Parents’ evenings|**155**||50||
|Skittles & curry evening|**2,887**||2,210||
|Website|**162**||253||
|Smartie tubes|-||-||
|Hustings|**-**||120||
|Prom|**-**||8,134||
|Quiz night|**598**||1,032||
|Cricket bash|**431**||240||
|Bingo night|**83**||-||
|Rugby tournament|**234**||-||
|Sports day|**59**||-||
|Theatre performance|**1,191**||1,592||
|Christmas fayre|**2,837**||3,277||
|1000 Club|**661**||485||
|Independent examiner’s fee|**390**||390||
|Paypal fees|**410**||394||
|Miscellaneous|**242**||512||
|||**35,134**||22,212|
|**NET (EXPENDITURE) / INCOME**||**£(9,026)**||£ 10,400|
This page does not form part of the statutory financial statements
Page 11
## **INDEPENDENT EXAMINER'S REPORT**
## **TO THE TRUSTEES OF BISHOP WORDSWORTH’S SCHOOL PARENTS’ ASSOCIATION**
I report to the charity trustees on my examination of the accounts of Bishop Wordsworth’s School Parents’ Association for the year ended 31 July 2025, which are set out on pages 2 to 10.
## **Responsibilities and basis of report**
As the charity’s trustees you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the charity’s accounts carried out under section 145 of the Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
## **Independent examiner's statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. Accounting records were not kept in respect of the charity as required by section 130 of the Act; or
2. The accounts do not accord with those records; or
3. The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulation 2008 other than any requirement that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
M C Smith BA (Hons) FCA Fawcetts LLP Chartered Accountants Windover House St Ann Street Salisbury SP1 2DR
Date: 21 November 2025
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