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2023-08-31-accounts

Registered Charity No. 1103401

FRIENDS OF BEACON HILL SCHOOL

ACCOUNTS FOR THE YEAR ENDED

31 AUGUST 2023

FRIENDS OF BEACON HILL SCHOOL

Index

Page
Trustees Report 1
Highlights of the year 3
Independent Examiner’s Report 4
Income and Expenditure Statement 5
Balance Sheet 6
Notes to the Financial Statements 7

FRIENDS OF BEACON HILL SCHOOL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 AUGUST 2023

The Friends of Beacon Hill School (FoBHS) is a registered charity and a member of PTA UK, an annual general meeting was held on the 13 October 2022 and the following trustees were appointed:

Sophie Andrews (Co-Chair) appointed 13 October 2022

Alexis Dixon (Co-Chair) appointed 13 October 2022

Kathryn Ayres (Secretary) appointed 13 October 2022

Sophie Andrews (Treasurer) appointed 13 October 2022

Stephanie Phillips (Trustee) appointed 13 October 2022 (previously Emma O’Sullivan)

Sarah Dinning (Trustee) appointed 13 October 2022

Jackie Gilbert (Trustee) appointed 13 October 2022

Dr Rebecca Neeves (Trustee) appointed 13 October 2022

All members of the trustee retire from office at the Annual General Meeting but may offer themselves for re-election and re-appointment.

Object

The object of the charity is to advance the education of the pupils of Beacon Hill Primary School by:

Developing effective relationships between the staff, parents, and others associated with the school, providing and assisting in the provision of facilities for education at the school.

Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. The association shall be non-party political and non-sectarian.

Review of Actvites and Achievements

The principal activities of FoBHS are to generate funds to donate to Beacon Hill Primary School for specific projects and enhance learning, these funds are generated by holding an extremely active and varied programme of events throughout the year.

Where volunteers are allowed, The FoBHS attend new intake meetings to serve tea, coffee and snacks, and to give parents a chance to see the uniform/book bags e.t.c

The FoBHS run a summer fair, Christmas fair and a Fireworks night, which as well as raising funds for the school, also increases commitment and familiarity with the school for the whole family.

The FoBHS charity works closely with the school and the head teacher or her representative, who attends FoBHS regular meetings.

FRIENDS OF BEACON HILL SCHOOL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 AUGUST 2023

The trustees are very pleased with the level of support and the funds that have been generated in the year, all events have been well supported by parents, children and staff.

During the year 2022/23, FoBHS has funded school trips for all pupils, additional SEN resources, new iPads for the classes in addition to many more items, this allows all the children to experience extra curriculum activities during school.

The 2022/23 year The FoBHS provided to the school and for the use of the whole school

Total school funding for the year amounted to £28,189.59

The FoBHS aims to make all, of its activities accessible to everyone in the school.

The FoBHS issue regular updates and newsletters on funds raised and spent, which is issued to all parents.

Public Beneft

The Trustees confirm that they have referred to the guidance contained in the charity commission’s general guidance on public benefit when reviewing The Friends of Beacon Hill School’s aims and objectives and in planning future activities. The Friends of Beacon Hill School is a group of parent and staff volunteers. The Friends of Beacon Hill School hold regular committee meetings where staff, parents and others associated with the school are always welcome to participate.

Reserves

The charity does not have a policy on reserves, but the Treasurer looks to maintain enough money in the bank accounts to fund all forthcoming expenses such as floats and expenses for events and any commitments to donations to the school. At no point in the year was the account overdrawn.

FRIENDS OF BEACON HILL SCHOOL

HIGHLIGHTS OF THE YEAR ENDED 31 AUGUST 2023

Amounts Raised from Events
Amounts Donated to School
Smart sacks
Class computers
Playground markings
Annual Hants library subscripton
Teacher foats
School productons
VE Equipment
Interactve white board
Christmas lunch gifs
O2 Coach
Handwritng scheme
Cooker
SENCO resources
School trips
Fans for classrooms
iPads
Basketball hoops
Playground wall mural
King’s Coronaton/Queen’s Jubilee decoratons
Easter egg hunt
Hotest day ice-lollies
Total Funds Donated to School
Cash Funds Available at Year End
2023
£
2022
£
21,201 18,881
1,597
6,464
3,145
2,087
1,200
532
-
1,898
97
887
-
-
2,199
3,393
-
3,666
445
313
266
-
-
-
-
2,026
1,200
-
7,245
-
188
702
540
464
500
-
140
-
-
-
27
67
42
28,189 13,141
6,314 12,707

Approved by the Trustees and signed on their behalf by

Alexis Dixon Co-Chair

Date

FRIENDS OF BEACON HILL SCHOOL

INDEPENDENT EXAMINERS REPORT

I report on the accounts of Friends of Beacon Hill School for the year ended 31 August 2022, which comprises the statement of financial activities, balance sheet and related notes.

Respectve responsibilites of Commitee and Examiner

The committee is responsible for the preparation of the accounts. The committee consider that an audit is not required for this year under section 144 of the charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiners report

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. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

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:

Name: Relevant Professional Qualifcaton: Address:

Date:

FRIENDS OF BEACON HILL SCHOOL

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 AUGUST 2023


Income
Gross Income
Expenditure
Surplus from Fundraising Actvites 2
Other Income 3

Donatons Paid to School 4
Other Expenses 5
Net Surplus for the Year
Total Funds Bought Forward
Total Funds Carried Forward
2023
£
31,252
(10,051)
2022
£
27,330
(8,449)
21,201 18,881
989
(28,189)
(252)
1,121
(13,141)
(417)
(6,251) 6,444
14,152 7,708
7,901 14,152

FRIENDS OF BEACON HILL SCHOOL

BALANCE SHEET FOR THE YEAR ENDED 31 AUGUST 2023


Current Account
Deposit Account
Pety Cash
Total Cash and Bank Balances
Prepayments 6

Debtors 7
Stock 9
Total Assets
Creditors 8
Total Funds
2023
£
1,381
3,509
1,424
2022
£
11,537
935
235
6,314 12,707
1,377
-
210
1,327
-
118
7,901 14,152
- -
7,901 14,152

Approved by the board of Trustees of The Friends of Beacon Hill School and signed on its behalf by:

Sophie Andrews (FCCA) Alexis Dixon Co-Chair/Treasurer Co-Chair Date: Date:

FRIENDS OF BEACON HILL SCHOOL

BALANCE SHEET FOR THE YEAR ENDED 31 AUGUST 2023


1.Basis of Accountng

The financial statements have been prepared on the accrual’s basis of accounting.

2. Surplus from Fundraising Events:

Village summer fete
Bonfre night
Christmas lights switch on
Christmas fair/rafe
Christmas card commission
Elfridges
Dare to be diferent
Disco
Summer Fair
Total Surplus from Fundraising Actvites
3. Other Income
Name tag commission
Online shopping commission
Secondhand school uniform
Tea towel sales
Donatons
Sports day/parent refreshments
Bank interest
Total Other Income
2023
50
14,735
(2)
2,502
542
743
-
93
2,538
2022
323
12,459
92
1,102
850
646
390
-
3,019
21,201 18,881
2023
-
214
137
-
367
258
13
2022
37
285
319
20
274
186
-
989 1,121
  1. Donatons Paid to School (School Funding)

2023

2022

Friends Provident International Limited, Singapore Branch Investment-Linked Funds

NOTES TO THE FINANCIAL STATEMENTS

For the financial year/period ended 31 August 2023

Smart sacks
Class computers
Playground markings
Annual Hants library subscripton
Teacher foats
School productons
VE Equipment
Interactve white board
Christmas lunch gifs
O2 Coach
Handwritng scheme
Cooker
SENCO resources
School trips
Fans for classrooms
iPads
Basketball hoops
Playground wall mural
King’s Coronaton/Queen’s Jubilee decoratons
Easter egg hunt
Hotest day ice-lollies
Total Funds Donated to School
5. Other Expenses
PTA UK Membership
Bank and other Charges
General PTA Expenses
Lotery Renewal
Badge maker
Donaton of surplus stock to charity
Tea towel costs from prior year
Total Donatons Paid to School
1,597
6,464
3,145
2,087
1,200
532
-
1,898
97
887
-
-
2,199
3,393
-
3,666
445
313
266
-
-
-
-
2,026
1,200
-
7,245
-
188
702
540
464
500
-
140
-
-
-
27
67
42
28,189 13,141
2023
140
80
12
20
-
-
-
2022
116
61
-
40
120
80
-
252 417

General PTA Expenses consist of refreshments for monthly committee meetings, volunteer set ups, and tidy ups from larger events and other refreshment sale events, printing costs and storage boxes

6. Prepayments

Friends Provident International Limited, Singapore Branch Investment-Linked Funds

NOTES TO THE FINANCIAL STATEMENTS

For the financial year/period ended 31 August 2023

Prepayments consist of stock or services paid for in the financial year end 31[st] August 2023, to be used at fundraising events during 2023/24 school year.

These include:

These include:
Fireworks Night 2023/2022 Deposit carried over
Elfridges 2022 stock pre-purchased
Total Prepayments
2023
1,377
-
2022
1,207
120
1,377 1,327

7. Debtors

There were no outstanding debtor balances at the end of 2023 financial year.

8. Creditors

There were no outstanding creditor balances at the end of the 2023 financial year.

9. Stock

Stock held at the end of the 2023 financial year, is to be carried forward to 2023/24 fundraising events.

Registered Charity No. 1103401

FRIENDS OF BEACON HILL SCHOOL

ACCOUNTS FOR THE YEAR ENDED

31 AUGUST 2023

FRIENDS OF BEACON HILL SCHOOL

Index

Page
Trustees Report 1
Highlights of the year 3
Independent Examiner’s Report 4
Income and Expenditure Statement 5
Balance Sheet 6
Notes to the Financial Statements 7

FRIENDS OF BEACON HILL SCHOOL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 AUGUST 2023

The Friends of Beacon Hill School (FoBHS) is a registered charity and a member of PTA UK, an annual general meeting was held on the 13 October 2022 and the following trustees were appointed:

Sophie Andrews (Co-Chair) appointed 13 October 2022

Alexis Dixon (Co-Chair) appointed 13 October 2022

Kathryn Ayres (Secretary) appointed 13 October 2022

Sophie Andrews (Treasurer) appointed 13 October 2022

Stephanie Phillips (Trustee) appointed 13 October 2022 (previously Emma O’Sullivan)

Sarah Dinning (Trustee) appointed 13 October 2022

Jackie Gilbert (Trustee) appointed 13 October 2022

Dr Rebecca Neeves (Trustee) appointed 13 October 2022

All members of the trustee retire from office at the Annual General Meeting but may offer themselves for re-election and re-appointment.

Object

The object of the charity is to advance the education of the pupils of Beacon Hill Primary School by:

Developing effective relationships between the staff, parents, and others associated with the school, providing and assisting in the provision of facilities for education at the school.

Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. The association shall be non-party political and non-sectarian.

Review of Actvites and Achievements

The principal activities of FoBHS are to generate funds to donate to Beacon Hill Primary School for specific projects and enhance learning, these funds are generated by holding an extremely active and varied programme of events throughout the year.

Where volunteers are allowed, The FoBHS attend new intake meetings to serve tea, coffee and snacks, and to give parents a chance to see the uniform/book bags e.t.c

The FoBHS run a summer fair, Christmas fair and a Fireworks night, which as well as raising funds for the school, also increases commitment and familiarity with the school for the whole family.

The FoBHS charity works closely with the school and the head teacher or her representative, who attends FoBHS regular meetings.

FRIENDS OF BEACON HILL SCHOOL

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 AUGUST 2023

The trustees are very pleased with the level of support and the funds that have been generated in the year, all events have been well supported by parents, children and staff.

During the year 2022/23, FoBHS has funded school trips for all pupils, additional SEN resources, new iPads for the classes in addition to many more items, this allows all the children to experience extra curriculum activities during school.

The 2022/23 year The FoBHS provided to the school and for the use of the whole school

Total school funding for the year amounted to £28,189.59

The FoBHS aims to make all, of its activities accessible to everyone in the school.

The FoBHS issue regular updates and newsletters on funds raised and spent, which is issued to all parents.

Public Beneft

The Trustees confirm that they have referred to the guidance contained in the charity commission’s general guidance on public benefit when reviewing The Friends of Beacon Hill School’s aims and objectives and in planning future activities. The Friends of Beacon Hill School is a group of parent and staff volunteers. The Friends of Beacon Hill School hold regular committee meetings where staff, parents and others associated with the school are always welcome to participate.

Reserves

The charity does not have a policy on reserves, but the Treasurer looks to maintain enough money in the bank accounts to fund all forthcoming expenses such as floats and expenses for events and any commitments to donations to the school. At no point in the year was the account overdrawn.

FRIENDS OF BEACON HILL SCHOOL

HIGHLIGHTS OF THE YEAR ENDED 31 AUGUST 2023

Amounts Raised from Events
Amounts Donated to School
Smart sacks
Class computers
Playground markings
Annual Hants library subscripton
Teacher foats
School productons
VE Equipment
Interactve white board
Christmas lunch gifs
O2 Coach
Handwritng scheme
Cooker
SENCO resources
School trips
Fans for classrooms
iPads
Basketball hoops
Playground wall mural
King’s Coronaton/Queen’s Jubilee decoratons
Easter egg hunt
Hotest day ice-lollies
Total Funds Donated to School
Cash Funds Available at Year End
2023
£
2022
£
21,201 18,881
1,597
6,464
3,145
2,087
1,200
532
-
1,898
97
887
-
-
2,199
3,393
-
3,666
445
313
266
-
-
-
-
2,026
1,200
-
7,245
-
188
702
540
464
500
-
140
-
-
-
27
67
42
28,189 13,141
6,314 12,707

Approved by the Trustees and signed on their behalf by

Alexis Dixon Co-Chair

Date

FRIENDS OF BEACON HILL SCHOOL

INDEPENDENT EXAMINERS REPORT

I report on the accounts of Friends of Beacon Hill School for the year ended 31 August 2022, which comprises the statement of financial activities, balance sheet and related notes.

Respectve responsibilites of Commitee and Examiner

The committee is responsible for the preparation of the accounts. The committee consider that an audit is not required for this year under section 144 of the charities Act 2011 and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiners report

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. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

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:

Name: Relevant Professional Qualifcaton: Address:

Date:

FRIENDS OF BEACON HILL SCHOOL

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 AUGUST 2023


Income
Gross Income
Expenditure
Surplus from Fundraising Actvites 2
Other Income 3

Donatons Paid to School 4
Other Expenses 5
Net Surplus for the Year
Total Funds Bought Forward
Total Funds Carried Forward
2023
£
31,252
(10,051)
2022
£
27,330
(8,449)
21,201 18,881
989
(28,189)
(252)
1,121
(13,141)
(417)
(6,251) 6,444
14,152 7,708
7,901 14,152

FRIENDS OF BEACON HILL SCHOOL

BALANCE SHEET FOR THE YEAR ENDED 31 AUGUST 2023


Current Account
Deposit Account
Pety Cash
Total Cash and Bank Balances
Prepayments 6

Debtors 7
Stock 9
Total Assets
Creditors 8
Total Funds
2023
£
1,381
3,509
1,424
2022
£
11,537
935
235
6,314 12,707
1,377
-
210
1,327
-
118
7,901 14,152
- -
7,901 14,152

Approved by the board of Trustees of The Friends of Beacon Hill School and signed on its behalf by:

Sophie Andrews (FCCA) Alexis Dixon Co-Chair/Treasurer Co-Chair Date: Date:

FRIENDS OF BEACON HILL SCHOOL

BALANCE SHEET FOR THE YEAR ENDED 31 AUGUST 2023


1.Basis of Accountng

The financial statements have been prepared on the accrual’s basis of accounting.

2. Surplus from Fundraising Events:

Village summer fete
Bonfre night
Christmas lights switch on
Christmas fair/rafe
Christmas card commission
Elfridges
Dare to be diferent
Disco
Summer Fair
Total Surplus from Fundraising Actvites
3. Other Income
Name tag commission
Online shopping commission
Secondhand school uniform
Tea towel sales
Donatons
Sports day/parent refreshments
Bank interest
Total Other Income
2023
50
14,735
(2)
2,502
542
743
-
93
2,538
2022
323
12,459
92
1,102
850
646
390
-
3,019
21,201 18,881
2023
-
214
137
-
367
258
13
2022
37
285
319
20
274
186
-
989 1,121
  1. Donatons Paid to School (School Funding)

2023

2022

Friends Provident International Limited, Singapore Branch Investment-Linked Funds

NOTES TO THE FINANCIAL STATEMENTS

For the financial year/period ended 31 August 2023

Smart sacks
Class computers
Playground markings
Annual Hants library subscripton
Teacher foats
School productons
VE Equipment
Interactve white board
Christmas lunch gifs
O2 Coach
Handwritng scheme
Cooker
SENCO resources
School trips
Fans for classrooms
iPads
Basketball hoops
Playground wall mural
King’s Coronaton/Queen’s Jubilee decoratons
Easter egg hunt
Hotest day ice-lollies
Total Funds Donated to School
5. Other Expenses
PTA UK Membership
Bank and other Charges
General PTA Expenses
Lotery Renewal
Badge maker
Donaton of surplus stock to charity
Tea towel costs from prior year
Total Donatons Paid to School
1,597
6,464
3,145
2,087
1,200
532
-
1,898
97
887
-
-
2,199
3,393
-
3,666
445
313
266
-
-
-
-
2,026
1,200
-
7,245
-
188
702
540
464
500
-
140
-
-
-
27
67
42
28,189 13,141
2023
140
80
12
20
-
-
-
2022
116
61
-
40
120
80
-
252 417

General PTA Expenses consist of refreshments for monthly committee meetings, volunteer set ups, and tidy ups from larger events and other refreshment sale events, printing costs and storage boxes

6. Prepayments

Friends Provident International Limited, Singapore Branch Investment-Linked Funds

NOTES TO THE FINANCIAL STATEMENTS

For the financial year/period ended 31 August 2023

Prepayments consist of stock or services paid for in the financial year end 31[st] August 2023, to be used at fundraising events during 2023/24 school year.

These include:

These include:
Fireworks Night 2023/2022 Deposit carried over
Elfridges 2022 stock pre-purchased
Total Prepayments
2023
1,377
-
2022
1,207
120
1,377 1,327

7. Debtors

There were no outstanding debtor balances at the end of 2023 financial year.

8. Creditors

There were no outstanding creditor balances at the end of the 2023 financial year.

9. Stock

Stock held at the end of the 2023 financial year, is to be carried forward to 2023/24 fundraising events.

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