Z| CHARITY COMMISSION (as) FOR ENGLAND AND WALES
Trustees’ Annual Report for the period
From 1 September 2023 To 31 August 2024 Charity name: Henleaze Junior School Association
Charity registration number: 1088717
Objectives and Activities
| SORP | rr ae |
||
|---|---|---|---|
| reference | |||
| Summary ofthe purposes of | Para1.17 the charity as set out in its |
||
| governing document | advance the education and well-being ofthe | ||
| pupils | |||
| Provide and assist in the provision of facilities or | |||
| equipment not provided from school funds | |||
| Summary ofthe main activities in relation tothose |
Para1.17 and 1418 |
Social and fund-raising events Support ofschool events |
|
| purposes forthe public | Expenditure on playground facilities and | ||
| benefit, in particular, the | providing support staff | ||
| activities, projects or | Purchase sports equipment | ||
| services identified in the | |||
| accounts. | |||
| Statement confirming | Para1.18 | The trustees confirm thattheyhave had regard | |
| whetherthe trustees have | to the guidance issued by the Charity | ||
| had regard to the guidance | Commission on public benefit when making any | ||
| issued by the Charity | decision it is relevant to | ||
| Commission on public | |||
| benefit | |||
| Additional information (optional) | |||
| You may choose to include further statements where relevant about: |
|||
| Policy on grantmaking | Para 138 | ||
| Policy on social investment | |||
| including program related | Para 1.38 | ||
| investment | HENSAwould like to take this opportunity to | —_! | |
| Contribution made by | para 1.38 | thank allthe peoplewhogave theirtime so generously last year. We are very grateful for |
|
| volunteers | the support of all the families and carerswho | ||
| support our events and give theirtime to help | |||
| the events run smoothly, as well as all the | |||
| volunteers involved in our organising | |||
| committee. We would also like to thank the | |||
| school, community and local businesses for all | |||
| their contributions and support. | |||
| Other |
Achievements and Performance
| “SORP reference] |
“SORP reference] |
— |
|---|---|---|
| The charity has held events for pupils and | ||
| Summary ofthe main achievements ofthe charity, identifying the differencethe charity'swork hasmade to the circumstances of its beneficiaries and anywider benefits to society as a whole. |
Para 4:20 , |
parents this year. School families enjoyed a Christmas Bazaarwith stalls, Santaand donkeys. We also held a very successful crosscampusMay Fair, working with the Henleaze Infant School and Claremont School and involving members ofthe local community. Halloween discoswere held for all year groups. We continue to run second hand uniform sales which are much valued. We organise events and leavers’ hoodies for |
| year6 leavers to markthe completion oftheir time at the school. |
||
| The main expenditure forthe yearwas | ||
| playground improvements including new | ||
| sports facilities such as a basketball net as | ||
| well as providing funding for playground staff | ||
| and a theatre event and providing share of | ||
| the May Fair proceeds to Henleaze Infant | ||
| School and Claremont School. At the time of | ||
| the year end the Trusteeswere in discussion | ||
| with the school about making significant | ||
| experditure on the new library. | ||
| Additional information (optional) You may choose to include further statements |
. where relevant about: |
|
| Achievements against objectives set |
“me wed | |
| Performance offundraising activities against objectives |
Para 1.41 | |
| set | ||
| Investment performance | Para 1.41 | |
| against objectives | ||
| Other Financial Review |
ee | |
| Review ofthecharity’s financial position attheend ofthe period |
Para 1.21 | Attheend of the financialyearthe charity held cash reserves totalling £24,931.33 2023: £12,848.42 |
| Statement explaining the policy for holding reserves Statingwhythey are held |
Para 1.22 | The value ofthe reserve fund is reviewed at theend ofeach financial yearto ensure that there arefunds to coverany planned |
| expenditure | ||
| Reasons forholdingzero reserves Details offund materially in deficit |
Para1.22 ee |
Para1.24 |
| Explanation ofany | Para 1.23 | |
| uncertainties about the | ||
| charity continuing as a going | ||
| concern |
| Additional information (optional) | Additional information (optional) | ||
|---|---|---|---|
| You may choose to include further statements where relevant about: | _ | ||
| The charity's principal | Para 1.47 | ||
| sources offunds (including | |||
| any fundraising) |
|||
| Investment policy and | Para 1.46 | ||
| objectives including any | |||
| social investment policy | |||
| adopted ee |
|||
| A description ofthe principal | Para 1.46 | ||
| risks facing the charit | |||
| Structure, Governance | and Management | ||
| —— trusts: |
|||
| (trust eed, royal charter) | |||
| How isthe charity | Para 1.25 | Association | |
| constituted? | |||
| (e.g unincorporated | |||
| association, CIO) | i | _ | |
| Trustee selection methods | Para 1.25 | Elected by members | |
| including details ofany | |||
| constitutional provisions e.g. | |||
| election to post orname 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 for the induction | |||
| and training oftrustees _ ee __ |
Para1.51 | ||
| The charity’s organisational | |||
| structure and any wider + |
|||
| network with which the | |||
| charity works Remeeeemmaryeed Other |
Para 1.51 wis |
Reference and Administrative details
— Registered charity number 1088717 Charity’s principal address Henleaze Junior School Park Grove Henleaze Bristo} BS9 4LG
Names of the charity trustees who manage the charity
t[MrJonathan Parr [President | 2[MrsLoma SC=~<~sSSS Johns [Treasurer | 3[DrAliesieAlen SSSCS~<“~‘“dCS~“‘CCSCS™™S™S™SCSS | Co-Chaiperson | @Janvay 2024 =~(|~=~S~=~CS~S Blanchard sims _[eewene Jeers Of 5 | Mrs Tamlyn Britton |Co-Chairperson | @January2024 | SS~Y a TE— A CQ a O tof ( 115esPo a a ig od a a OT5 __... 1 a ( ( Corporate trustees — names of the directors at the date the report was approved esoO ho]a ee Po Name of trustees holding title to property belonging to the charity aTrustee name Dates acted ifnotforwholeyear| ™~=~<CSSS PO pTOWWMWTT..] NN...EE O0€.0..]]
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
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Position (eg oti FREASULEL Wepane Od
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. mw
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(ae? FOR ENGLAND AND WALE Receipts and payments accounts CC16a
from To
Section A Receipts and payments
Unrestricted Restricted Endowment Total funds Last year
funds funds funds
tothe nearest £ to the nearest £ to the nearest£ to the nearest£ to the nearest£
At Receipts
ee fs 7 2
[Secondhanduniformsales| SS]: waza} |{|| [CC] ||CCCTCCdS PTtz || [88] 1 8 .46 |
es pe 72
uz C—OCCCCCCYT SCO}3aa7| {TTPP 8827| | 3,597
DonationsrecevedSSCwdYCSCC~C‘“‘;é‘éiIYCY|SC dT] Tt |
HomeclothesdaySCSdYCSCCCSC™~—~—SC|T CT dT TY |8,000 |
TshitsalesSC—~sYSCCd TTC dT
Halloween eventidiscos |SCG] |es P|PP | [88] |
WreathlinterestrecevedmakingeveningS| SSSC—t | TT0p Tt0 T9088|
[Donationsforstaffleavinggitsss C—C<‘RSC“‘C;S| SCTOSB]|OCC J] |
MoneyreceivedinerrorSST STTTCd CCP]TSC | [224 [|]
AR) 33,628 33,628
A2 Asset and investment sales,
(see table).
ee
S| ee
Subtotall
A3 Payments
[ChristmasBazaar CTC es 8
MayerSSCSSSS //B] | [CC] dT [TC]
[Secondhandunifomsales
HesvealS™~—sS]T= «| SCSC™~—SYS44] T[ C T]TE 29 Pt |
earéeventsCC—C—‘“RSC“‘(CS;CC(SS#BBL TO Ps | [8,285] 808 |
QuizeT C—C—C‘CsS es |es |nn2 | |
PeshitsaesI—————— ae ee 0s|peh
HalloweeneventSS C]SCSCA| | Ps | [0]
Fireworks nightstal|G] | ee
[Committeeexpenses]
insuranceSS™~—sSSSSC—C| SSC~CSCSCSCOYT TC]| [CM][ TT] 20 [ Tt] [140]
Fundingforandbookcases Books | CT [SC] |] [TT][ PP] |
campus schools and Uganda Fund
powamnaniewosmarodcross | gal| [|| aa]6,924 [ae] | 7,037
EggraveSSSSSSCSC~dCSC‘C~‘~sOBSdCYYSC‘CSSSCS pres |
[FundingFundingforlifeskils for playground support staff|—s|S CT1,O70] TTC | J]| |—8,530 |
|FundingforTheate es | es
WreathStaff leaving makinggifts evening |L889PCS8 ——— TT esPe ee 8 «482|
[Meettheteacherevent| TTC | [TTC]] [TTC]
[Fundingforenrichmentweek| Cd] |TC | [TC] TLTP|8
Money received in error sn (pT 6s
(Mazi project in 23/24(
|Sub total| 21.548 ||ee ee) | ee
CCX): R1 accounts (SS) : 1 27/04/2025
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A4 Asset and investment
purchases, (see table)
aaeieeeeeeeneiieees Genenaeenere
es
Subtotal]
AS Net of receipts/(payments)[___12083][————=4[+4[_ 1208s
A6 Transfersbetweenfunds [|} |CT [CCdCSSN$NNNNN] -' J J—CCSY
CashCashfunds last year end | |14,437)
funds this yearend| 24.934) [P25 8937
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CCXX R2 accounts (SS)
2
27/04/2025
“ wt _¢
| Section B Statement | ofassets and liabilities at | ofassets and liabilities at | the end ofthe | the | period | ||
|---|---|---|---|---|---|---|---|
| Unrestricted | Restricted | Endowment | |||||
| Categories | Datails | funds | funds | funds | |||
| to nearest£E | tonearest£ | to nearest£ | |||||
| Totalcash funds | [___ma][ | __ | |||||
| , (agree balances |
with receiptsand payments account(s)) |
O« | OR | OR | |||
| Unrestricted | Restricted | Endowment | |||||
| funds | funds | funds | |||||
| Details | tonearest£ | tonearest£ | to nearest£ | ||||
| —_— | |||||||
| _ | Fundtowhich Details assetbelongs —<= |
Cost (optional a le) |
Currentvalue = |
||||
| Bé4Assets retainedforthe ——— |
Details | Fundtowhich assetbelongs |
Cost(optional) Currentvalue P optional ; ft ee |
ee | |||
| Fund towhich | Amountdue | When due | |||||
| - | . Details liability relates —<— |
optional | optional | ||||
| Signed byoneortwo trustees on behalfofallthe trustees |
. Signature |
. PrintName |
Date of approval |
||||
| == ] |
LORNA THIS sonareas paca) |
2ohl25 |
24/4fs | ||||
| accounts(SS) | 3 | 27/04/2025 | 27/04/2025 |
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CCXX R3 accounts (SS)
27/04/2025
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Ko! CHARITY COMMISSION | Independent examiner's report on the
(Sy FOR ENGLAND AND WALES accounts
Section A Independent Examiner’s Report .
Report to the trustees Chatty Nene . :
HENLEAZE JONmiat scHool Assoc: ANY
On accounts for the year ; Charity no
ended Si ANG 24% (if any) \o& e77
Set out on pages ‘COUNTS
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| report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 3b /O'Y: / 202.4.
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Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (‘the Act”).
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| 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
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Independent [The charity’s gross income exceeded £250,000 and | am qualified to
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examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]}. Delete [ ] if not applicable. . | have completed my examination. | confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or
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e the accounts did not accord with the accounting records; or e the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 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.
- | 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.
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Please delete the words in the brackets if they do not apply.
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Signed: | {9 “Romy- BPW
Name:/ §.3. BEASLEY - SLFFOLI
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Date: | 1G (ou\2aLT
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Relevant professional A qualitication(s) or body \CAE Ww (if any): IER 1
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Oct 2018
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Address:
HASBOZY LoAD wes Rove! PAC DLISTOL BSE 7355
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Section B Disclosure
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Only complete if the exarniner needs to highlight material 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.
IER
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Oct 2018
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