2023-08-31-accounts - The Parents Association Of Beechwood Sacred Heart School

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Trustees’ Annual Report for the period

Period start date Period end date From 1 Sept 2022 To 31 August 2023

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Registered charity number (if any)

Charity's principal address

Names of the charity trustees who manage the charity

Trustee name Office (if any) ae acted if not for whole eslSMa htan entitled 1 Daniel Jude Chair 2 Anne Morriss Secretary 3 Allan Agyemang Treasurer Up to 11/10/2023 4 Olanrewaju Oke Vice-Chair Up to 11/10/2023 5 Oliver Lee-Haswell Vice-Chair From 11/10/2023 6 Stephen Stock Treasurer From 11/10/2023 7 8 fc) 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity, if any, (for example, any custodian trustees) [Name «dates acted ifnotforwhole year sid N/A N/A N/A

TAR

March 2012

Names and addresses of advisers (Optional information)

Type	of	adviser	Name	Address
N/A
N/A
N/A
N/A

Name of chief executive or names of senior staff members (Optional information)

N/A

Description of the charity’s trusts

	Type ofgoverning document	Constitution adopted 2006
	Trustee selection methods	Trustees are appointed or reappointed annually at theAnnual General Meeting.
Additional governance issues (Optional information)
Youmaychoose to include aelditienal information, where relevant. about:		Membership ofthe parents association isopen to all parents and/or guardians ofpupilswho arecurrently enrolled atthe school. The trustees oversee the day to day running ofthe charity. We liaise with ourmembers to decide the activities and events that we run butwe also assist the
e	policies and procedures	school with any requests for support orvolunteering that they require at
	adopted for the induction and
	training of trustees;
e	the charity’s organisational
	structure and any wider
	network with which the charity
	works;
e	relationship with any related
	parties;
e	trustees’ consideration of
	major risks and the system
	and procedures to manage
	them.

To advance the education of pupils in the School in particular by: 1) Developing effective relationships between the staff, parents and Summary of the objects of the others associated with the school. charity set out in its governing 2) Engaging in activities or providing facilities or equipment which document support the school and advance the education of the pupils. Summary of the main activities undertaken for the public Regarding the activities undertaken this academic year 2022-2023, the benefit in relation to these Trustees have run a number of events (listed below) with the ultimate aim objects (include within this of raising funds which are then used to purchase equipment to support the TAR 2 March 2012

section the statutory

section the statutory school in advancement of the education of the pupils and developing declaration that trustees have | effective relationships between the staff, parents and others associated had regard to the guidance with the school ie “the Objects” issued by the Charity Commission on public benefit) |All the Trustees are aware and have regard to the charity’s commission's guidance on public benefit, which we have taken into account when making decisions, exercising any powers or duties to which the guidance is relevant. Fund Raising Activities: - Second Hand School Uniform Shop to assist parents/pupils and supporting the school. - Supported the senior school drama production and separately the cultural show by providing refreshments. - Organised and ran an all school fireworks display, providing food and refreshments. - Organised and ran an all school Christmas Fair, providing activities for all ages and food and refreshments. - Organised and ran an all school Beechwood Day event, providing activities for all ages and food and refreshments. - Raised funds via amazon smile, xmas cards. Purchases to assist in the advancement of education and support of the school: see below

Additional details e e You may choose to include further statements, where relevant, about: policy on grantmaking;

Additional details of objectives and activities (Optional information)

We are grateful to the parents/guardians and teachers that volunteer at our events, without whose help we would not have been able to achieve all that we have over the past year.

policy programme related investment;

contribution made by volunteers.

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Summary of the main ae es ar ll aol erctesip a ne may of be ae nes
achievements of the charity objectives that the new incoming trustees set out to achieve when they
TAR 3 March 2012
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during the year

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took over in September 2022.
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School Community:

Due to the impact of Covid the school community was fragmented and had fallen away, the school gained an number of new pupils and families during this time as families relocated to the local area.

The Trustee’s set about bringing back the sense of community spirit that the School has experienced previously. To achieve this we organised a number of events that would bring together pupils and their families from both senior and prep.

The year began with our annual Fireworks event which was attended by over 350 people (pupils and their families). This allowed new and existing members of the of the association to interact on the school grounds and enjoy the fireworks and refreshments.

This was shortly followed by the Schools Cultural Showcase, an informal evening where pupils showcased their musical, artistic and crafting prowess to around 100 parents.

The Christmas fair took place a few weeks later and was a resounding success. The school was filled with pupils and their families who enjoyed mingling with one another. We had a number of external and internal stall holders were items could be purchased.

In the spring term we had the school drama production which took place over 3 evenings in March. This wasa sell out event and showcased the amazing array of talented pupils that the School has.

The final event of the year was prize giving, an all school event where inflatables and a birds of prey show were provided by the parents association. This event was well attended and allowed parents from both prep and senior school to see the amazing grounds the school has to offer and also continued the growth of the school community.

These events really assisted us in bringing back the sense of community and has increased the participation and input from both pupils and parents in the events that are organised by the Trustees.

Finances: Whilst the events not only achieved our objective of bringing the community back together it also assisted in raising additional funds for the charity. These funds were used to assist the school in purchasing items from their wishlist. This is provided to the trustees to review and vote upon as to whether they meet the criteria of “the Objects” of our charity. We are pleased to say that we supported the school by purchasing the following items:

A brand new retractable cricket net and bowling machine, located on the multiple purpose games surface. Based on the parent feedback from the school drama production and cultural show, the auditorium sound system needed an overhaul. This took place during the summer holidays and ready for the start of term. The drama studio also benefitted from the purchase of some harlequin portable dance mats, permitting the pupils and School to use other areas including outdoors for their lessons. Finally an additional outdoor structure was purchased for the KS1 pupils, this will permit outdoor learning to take place all year round as it provides 4 March 2012

TAR

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Stephen Stock
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t—<“s™s™sOOCC—::CCCSdY Treasurer

21/06/2024

xz CHARITY COMMISSION The Parents Association of Beechwood Sacred Heart School (¥4} FOR ENGLAND AND WALES Charity Registration Number: 1117183 Receipts and payments accounts CC16a For the period 1st September 2022 To 31st August 2023 from re Pe| Section A Receipts and payments Unrestricted : funds Restricted funds Endowment funds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Receipts lCashFloatOY Pe) Ls) es |; [Beachwood Day Juy 2022 SC«dEC(‘CS(S;S™!OOOl( enUOC O|UOUTTTTOC™~™~COCCdSeee eee CC] [feeed ee ee ares ee 67 fs [Cultural Show-November 2022 SSSCdTSSSCSCSC=tBYC|CCSCREALLMECCT[STTTTCTCSCSCSCST] lllRee erJ [EC[SCSC~C~—'] | [TCel~Y Christmas Cards lll jAmazonSmile Tl CU es | Gee: © aa linterest (Bank Account!) | CC‘ TTC CTC(‘(CSOCOCOCCC‘C™iTTee fooeased Beechwood Day linterest (BankSub Account2)July 2023 | ReUT|||MaerPafoo, een total (Gross income for AR) ii ae aie] [|[ee] A2 Asset and investment sales, (see table). IVAed IAT Subtotal]A3 Payments Senior School ProductionMarch 2023 En sll EE SES [esta[{CCC] [Christmas Fair-November 2022 SST[Sat] Cd] CPS Sal [Bank Charges (monthly subscriptionfee) [| OT TC‘| TCTCSSdLCTCTTOCT TC* TC ™C~“‘CSCSCSC~CéCTCSPdE@U:“TC™~CCCCCC TTC(C@$@$NC‘(N’NNNWNOT CCS|| ee ee |e

CCXX R1 accounts (SS)

21/06/2024

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CCXX R2 accounts (SS)

21/06/2024

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

Categories Details

B1 Cash funds

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Unrestricted funds Restricted funds Endowment
funds
to nearest £ to nearest £ to nearest £
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PC |es |
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(agree balances with receipts and payments account(s))

ownB4 Assets retained for the charity’s use

Details

Unrestricted funds Restricted funds Endowment funds to nearest £ to nearest £ to nearest £ [ERR ESSN A | SYDC |RL| eS|Rriek |[Aes] es || eae|2 | Fund to which‘ asset belongs Cost (optional). Current value(optional) aada |cael CEs | ee |Cee es |ce Fund to which- asset belongs Cost (optional). Current(optional) value ae |eee once |ES eS |[ee] po

CCXX R3 accounts (SS)

21/06/2024

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Fund to which liability relates Amount due When due
Details (optional) (optional)
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Signed by oneortwo trustees on behalf of all . ;
the trustees __ Signature Print Name Date of approval
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Stephen Stock
21/06/2024
SSt0ck esOER LEE- HASWECR |
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CCXX R4 accounts (SS)

21/06/2024

Independent examiner’s report to the trustees of The Parents Association of Beechwood Sacred Heart School

I report to the trustees on my examination of the accounts of The Parents Association of Beechwood Sacred Heart School (the Trust) for the year ended 31 August 2023.

Responsibilities and basis of report 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 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:

accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
the accounts do not accord with those records.

I have identified below 2 concerns I have come across in connection with the examination to which attention should be drawn to the Trustees as this has limited my ability to enable a proper understanding of the accounts to be reached:

Bank statements were not available to validate transactions over 12 months old due to restrictive access for the Trustees. Access to these accounts need to be rectified as a matter of urgency;
Prior period account details does not appear to be available to the current Trustees – this has impacted analytical review of the income and expenditure in this years’ accounts to prior period. It is recommended that the Trustees ensure records are maintained and available for future examination. Consideration should be given to utilising accounting software to avoid reliance on manual records that can be misplaced.

Signed:

Name: Craig Walker

Relevant professional qualification or membership of professional bodies (if any): ICAEW Membership number 1295470

Address: 49 Mountain Ash Crescent, Edwalton, Nottingham, NG12 4GS

Date: 19 June 2024