2023-08-31-accounts - Friends Of Goldsworth Primary School

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Trustees’ Annual Report for the period

From 01 September 2022 to 31 August 2023

Charity name: Friends of Goldsworth Primary School

Charity registration number: 1100347

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Friends of Goldsworth Primary School is a member of PTA UK. The Friends hold regular commitee meetngs, mostly half-termly and at least once a term. Meetngs are atended by parents and, normally, by at least one member of the teaching staf. Sub-commitees are formed to organise specifc events, reportng back to the main commitee. All trustees give their tme voluntary and received no remuneraton or other benefts.
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	Developing efectve relatonships between the staf, parents and others associated with the school. Engaging in actvites or providing facilites or equipment which support the school and advance the educaton of the pupils. The Friends runs a series of established social and fund-raising events throughout the year for the beneft of the parents and pupils of the school. Events include a Christmas and summer fayre, school discos, cinema night, family camp, tuck shops, quiz nights, year book, curry night and a school dance. As well as achieving our aims of providing facilites and equipment through fund-raising, these events enhance the development of staf, parent and pupil relatonships. The Friends, where possible, also provide refreshments and assistance at school organised events. The Friends contribute to school Christmas and Year 6 leavingcelebratons.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees declare that they have throughout their actvites, had regard to the guidance issued by the charity commission on public beneft.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment 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	Friends of Goldsworth can look back on another hugely successful year of events enjoyed by our community! Over 2022/3 we organised a Diwali Fireworks Festval, the Christmas Fayre, School Disco, Bingo Night, termly Tuck Shop, Uniform Sales, the Summer Fayre, Freeze Pop Fridays, Christmas …all through the hard work of volunteers. Together we raised an amazing amount of funds. This has made a huge diference to all the Goldsworth children and over the year the Friends of Goldsworth has provided… Xmas books from Santa £270 Christmas crackers £272 Inner courtyard furniture £3,175 Library £19,720 £50/class £700 EY Sensory room & YR outdoor equip £1,364 Year 1 outdoor equipment £2,851 Haven books Tune Up £262 £5,130

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 the period	Para 1.21	CC16a 2022
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Friends does not have a policy on reserves, but the treasurer looks to maintain sufficient funds to fund all forthcoming event commitments. At no time in the year was the account overdrawn.
Amount of reserves held	Para 1.22	£17,058
Reasons for holding zero reserves	Para 1.22	n/a
Details of fund materially in deficit	Para 1.24	n/a
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	n/a

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	Fund-raising from parents and friend of Goldsworth Primary School
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	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
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	Trustees are appointed or reappointed at the AGM or at an EGM between AGMs

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	Friends of Goldsworth Primary School
Other name the charity uses
Registered charity number	1100347
Charity’s principal address	Goldsworth Primary School Bridge Barn Lane Woking Surrey GU21 6NL

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Tara Doyle	Co-Chair	Appointed 20 Oct 2022
Victoria Clunis	Co-Chair	Appointed 20 Oct 2022
Johanna Carter	Treasurer	Appointed 20 Oct 2022
Daniella Crosby	Comms Lead	Appointed 20 Oct 2022 Resigned 17 Apr 2023
LucyHoggett	Secretary	Appointed 18 Sep2023
Caroline McLennan	School Trustee	Resigned 26 May2023
Ben Funning	Secretary	Resigned 18 Sep2023
Alex Armani	Vice-chair	Resigned 20 Oct 2022
Rachel Turner	Treasurer	Resigned 20 Oct 2022
Helen Smith	Chair	Resigned 20 Oct 2022
Gill Kozlowski	School Trustee	Appointed 26 May2023
Laura Winter	Comms Trustee	Appointed 18 Sep2023

– 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 n/a held in this capacity

Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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) Johanna Carter Position (eg Secretary, Treasurer Chair, etc) Date __ May 2024

	Friends of Goldsworth Primary School 1	Friends of Goldsworth Primary School 1	Friends of Goldsworth Primary School 1	100437	CC16a
	For the period from	Period start date 9/1/2022	To	Period end date 8/31/2023

Section A Receipts and payments
A1 Receipts Fundraisingincome 35,683 - - - - - - - 35,683 - - Sub total - Total receipts 35,683 A3 Payments Library 19,720 Fundraisingcosts 12,570 Tune Up 5,130 Inner Courtyard furniture 3,175 Outdoor equipment 2,851 Sensoryroom 1,364 Class contributions 700 Xmas 542 Leaver t-shirts 540 Books and book request 263 Read Write Training - Gas cycle cage Bats and Balls Resources for Reception Sub total 46,855 - - Sub total - Total payments 46,855 Net of receipts/(payments) - 11,172 A5 Transfers between funds - A6 Cash funds last year end 28,230 Cash funds this year end 17,058 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 35,683 - - - - - - - 35,683 - - - 35,683 19,720 12,570 5,130 3,175 2,851 1,364 700 542 540 263 - - - - 46,855 - - - 46,855 - 11,172 - 28,230 17,058	Last year to the nearest £
			- - - - - - - - -	35,683	34,070
				-
				-	-
				-	-
				-	-
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				35,683	34,070

			- - -	-
				-	-
				-	-

			-	35,683	34,070

			- - - - - - - - - -	19,720	-
				12,570	6,263
				5,130	1,973
				3,175	-
				2,851	1,298
				1,364
				700	1,050
				542	1,145
				540	450
				263
				-	7,264
				-	210
				-	242
				-	4,511
				46,855	24,406

			- - -	-
				-
				-	-

			-	46,855	24,406

		-	- - - -	- 11,172	9,664
		-		-	-
		-		28,230	18,566
		-		17,058	28,230

Section B Statement of assets and liabilities at the end of the period

Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use	Details Bank balance Cash tin Details Details Details Details *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ 15,259 1,799 - 17,058 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates	to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional)	to nearest £ Endowment funds
				-
				-
				-
				-
				OK
				to nearest £ Endowment funds
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				-
				-
				-
				-
				-
				Current value (optional)
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				-
				-
				-
				-
				Current value (optional)
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				When due (optional)
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			-

Signed by one or two trustees on behalf of all the trustees

Signature

Date of Print Name approval

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ members of

Charity Name

Friends of Goldsworth Primary School

On accounts for the year ended

31 August 2023

Charity no (if any)

1100347

Set out on pages

CC16a 2023

(remember to include the page numbers of additional sheets)

Responsibilities and basis of report

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 August 2022.

As the charity trustees of the Trust, 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 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 examiner's statement

I have completed my examination. I confirm that no material matters have 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.

Signed:

A J Sanderson

12 May 2024 Alison Sanderson

Date: Name: Relevant professional qualification(s) or body (if any):

FCA

October 2018

IER

Address:

20 Fernhill Close

Woking Surrey GU22 0DJ

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

IER