2023-12-31-accounts

THE UK FRIENDS OF AUCKLAND GRAMMAR SCHOOL Charity No: l 111696 TRUSTEES. REPORT AND ACCOUNTS FOR THE YEAR ENDED 31 DECEMBER 2023

THE UK FRIENDS OF AUCKLAND GRAMMAR SCHOOL TRUSTEES, REPORT FOR THE YEAR ENDED 31 DECEMBER 2023 The Trustees present their repoT¢ together with the a(xounts for the puft(Ml to 31 Decemkr 2023. PRNCIPAL AcfiviTY The UK Friends of Auckland Grammar Sch￿1 (the Charity) was established as a chatity Tn 2(M)5. its objects being the advancement and promotion of educ￿10￿ and in ￿rtIcUlar any educational and chaTitable purposes connected with Auckland GrJrnmar School (the School) T￿ludIng sp)rts and cultural pur￿SeS b), any means which sh811 recogmised as charitable and in particular wtthout prejudice to the generality of the foregoing by: The crealion. maintenance and funding of academic and other Staff ￿ltiOnS. visits from a¢ademic and teaching stttial&sts. educationaE re%arch proje¢w educational allowanc￿. awards, scholarships. bu￿leS and endowments. The creation. matntenance and fi￿dIng of edwattonai research projects. ￿￿atIonal allowances, awxrds, holarship& bursaries, endowmeTrt& PTizes. award5 and t)anling fees for the benefit of currenL fornier, and future pupils of the School in order to a5SiSt them in the firthernnce of study or research at thc School or tn any tertiary institutton in New Zealand or in any (Kher country. The publication and dissemination of the results of research. The provision and maInterk￿ce of larf building& research ceTJtre5, lalN)rories, libraries. technical Aid equipment and supplies. The establishmenL Pmlnotioo arml maintenantt of educational facilities, c4)mmunity programm¢y and other educatiorEai facilitie5. The Auckland Grammar School FowTdation Tntst is a charity established in New Zealand with similar objects to the Charity. The trustees inte￿1 to supwrt the activities of the Auckland Grdmmar School Fou]thtion TnLSt should sufficient fuThls t)¢come available. FORMAT OF THE ACCOUNTS The accounts comply wtth the Ststement of Rw)mmend¢d Practice Ac¢iN1nti￿ and Rewrting by Charities and FRSIO2. REVIEW OF FtNANCIAL AcfiviTIES The engagement of WoreTr￿ & A&8(Kiate& Chartered Certified Acc(Amt￿ continu&1 during the year. Income arose through di)llations. Expenditure costs relate to the administration and finan¢ial cortrol of the c￿rity. No tr￿tee5 clatmed reimbursement of expenses for the periiKI from the UK Charity. REVtEW OF ORGANISATtON Funding Policy Funding of the Clwity is achieved through don2tiOA5 and gift Investsnenl Policy There are no fi￿dS invest&l at present

Th¢ Charity is a regist￿￿ Clwity g0Vwn￿ by a tknlaT2tion ofTnL%t dated 14 July 2(￿5. Its )EgiSt￿￿ number is 1111696. The principal office is: 38 Mwlefrf ChT1thwc￿ BH23 3NL UL The trustees ofthe Charity are app)intcd by ￿l￿10n of Trusts￿ Tr Tn￿te¢S ap￿lIrted in this way are appointed for a term of three y¢ar5. The Trtthets during the W￿e. Rosemary Bwhallan Richard Coleman Michael colliA￿n Graham Coop Craig Fenton (Tes1w￿l 12 septem1v2￿23} AnthoTty Khoo (8 February 2023) Peter McN8ughton Tim O'connor Louise Parkin (31 March 2023) Ruiheng Xiao ￿eter) (27 Janw 2022) Wateham & AsS￿la Chartered Certified Aco)untants 38 Mudefi)rd Christchurch BH23 3NL Slgned for and oll behalf ofthe Charity s. iu_

INDEPENDEKf EXAMINERS REPORT t)K Friends of Auekland Grammar S¢h(M)I Registered Charity No." 111696 Ittdependent Enmi4er's Report to theTr¥stee5 of UK Friellds of A¢kla￿ S¢hool I report on the attounts of the Chartty ft¥rthe year 31 Dectllts 2023. requir￿ forthis y¢ar 144 of thecknities AL201 i (the awitie5 Att) Eryl that all examithon is It is my re4M)nsibility to." Examine the acco￿ under $￿tIon 145 of the awiti&% AL 5eLlaon145(5Kb) of the Charities A¢t)" and Basis of indeptndeDt report includcs a review of the a¢cotfflting kq¥t by the thity artd & CA)M￿ of the acl￿nts present¢d with those rxwds. It also includes consid¢ration ofany UM5￿ or d15ck>su￿ irs the and ¢knng expla￿lonS from y¢)u as tnLSte¢s COE]¢¢rning such matte¢& The pr￿ed￿ U[thrt￿¢n do uot ￿￿0vide a]1 the evideace that would be requfftred in al] audi¢ and set out in the #atemeth b¢low. Imdepemdent statement In ronn￿lOn with my examinatiw m8tter my tsli(4L" the Ch#ritte5 Act hav¢ been me¢ or I to which. in my Opinio￿ should be drawD ill (Ydet to £thle Unde￿ing of the acKounts to be Clem¢rt M 38 Mu¢J¢ford ChTi5tchLErth BH23 3NL

Th• UK Friends of Auckland Grammarschool Charlty 1111896 tatom•ntot FlnAndo1 AdvEd•¥ lor the 4r•nded 31 DeMmb•r202¥ Re5trKbJ F 20 Urypstrlcled Fw 22 Il¢)l•¥ X23 2022 v￿L￿tsry I￿￿￿e 126.T27 514.W)9 Ann￿ T(as Net SrWtLS 1 (tK) 126.727 642.313 1515.587) 514.809 514,730

The UK Frlends of Auckland Grdmmar School Charity No: 1111696 Balanea Sheet asat 31 December2023 Current Assets Cash at Bank 1.319 516.935 Net Assets 1,319 516,905 Represented by.. FuThts Ixrxoht FoThvard Net Suryxjsl IDeficiti Funds Carried FOrw￿d 516,gJ5 {515.587) 1.319 2.174 514.730 516,905

The UK Friends ofAuckland Grammarschool harfty No: 1111696 Notss to the Accounts forthe ear ended 31 December 2023 1 Accounting Policies These ￿CountS Lwi Ixw¥ed in &c(xthnce wth Statement of Reccm7men(kd Accountiry Practice.. ACc￿ln11ng arKI Repxjting by Charitie5 SORP {FRs1￿2) Jarxjw 2015 IX AccoLrtirKJ StaTrlarts aFxI the Cr￿paNeS Act 2fMA. 2 The knds ￿trIch ch)￿￿ we as frJl¢yhs.' Acaknic Endrrnment Hardship FurKI 1570 The Qft Aid C￿M relatiry to 202212023 arWigJ to ￿ ￿11￿AIr￿j Acmic Tibbs House 155 125002 125157 Total Income 126727 [t￿at1¢￿$ arKI ift 2￿￿23 to AL￿k[and Grammar Sctrx4 642251