Trustees. Annual Report for the period Period stsrt date 01 Period end date 31 Z022 1 2023 Section A Reference and administration details Charrty name FrierKls of Birchfield School (Albrighton) Other names charity is known by Registered charity number lif any) 1133511 Charity's principal address Birchfield School Harriott Hayes Lane Albrighton I Post¢ode WV7 3AL Names of the charity trustees who manage the charity Oate8 acted if not for W•Ie Trustse name Office lif any) Name of porson lor Wl entitbed int trustse ifan PeneloFe Simkin Cynthia Chbage Raj Kullar Steph Fullwood Sarah Morris Chair Vice Chair Treasurer Secretary General Trustee 10 12 13 14 15 16 17 18 19 20 Names of the trusteos for the charity, if any, {for example, any custodian trustees) Name Dates acted rf not for whole ear TAR March 2012
Narnes and addresses of advlsers (Optional information) e of adviser Name Address Name of chief executive or names of senior stsff members (Optional infomiationl Section B Structure, overnance and mana ement Description of the charity's trusts Constrtvtion d(Kument adopted 2009 Type of governing document How the chartty is constituted Trustee selection meth¢xls led by elect-. d Vote at AGM Additional govornance issues (Optional informationl You may choose to include additional information, where relevant, about.. policies and procedures adopted for the induction and training of trustees., the charrty's organisalional slru¢ture and any wider network with which the chanty works", relationship with any lated parties., truslees, consideration of major risks and the system and procedures to manage them Section C Ob'ectives and activities To advance the education of pupils in the School in particular by: Developing effective relationships Summary of the objects of the between the staff parents and others associated with charity set out in its governing do¢umont i the school; Engaging in activities or providing funds for events which enhances the pupil's journey through the school. TAR Marth 2012
Summary ofthe main activities undortaken for the public benefit in relation to .Ihese objects {include within this section the statutory de¢laration that trustees have had regard to the guidance issued by the Charity Commission on publi¢ benefit) Additional details of objectives and activities (Optional inforniation) You may choose lo indude further statements. where relevant, about.. policy on grantmaking., policy programme related Investmenl., contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year The charity organised various fund raising activities during the year in support of rts objectives and activities. TAR March 2012
Section E Financial review The Trustees consider that the reserves of the Charty are sufficient lo meet the fLrture needs of the chanty Brief ststement of the ¢harity's policy on reserves Details of any funds materially in deficit Further financial review detsils (Optional infonnation) The prinapal SOU of funds continues to be via fund raising events and donations. You may choose to indude additional information, where relevanl about.. the charity's principal sources of funds (including any fundraisingl., how exFendilure has supported the key objectives of the charity.. investment policy and objective5 including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's truats¢* Slgnature(sl Full namo1$1 Penny Simkin Position leg Secretary. Chair. Chair Date 15.11_2_23 TAR Mard) 2012
Charity annual return questions
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Submit your annual return online, once you have the information you need.
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grants’.
If your income is under £10,000 you only need to report your income and spending.
Section: Financial period
You will be asked to confirm the charity's financial period.
Section: Income and spending
all figures to the nearest pound (do not enter decimal points or commas). accounts are only required where group income is more than £1million).
Section: Confirm income and spending
Please check the gross income figure you have entered here is correct.
Section: Serious incidents
Charity Commission, for the period of this return.
Section: Fundraising
Did your charity raise funds from the public?
If you answer 'Yes', you will be asked:
Did the charity work with any professional fundraisers?
Did your charity have a written agreement with each of its professional fundraisers?
Did your charity work with any commercial participators?
Did your charity have a written agreement with each of its commercial participators?
Section: Grant making
Was grant making the main way your charity carried out its purposes?
Section: Income from government contracts
government or local authorities?
If you answer 'Yes', you will be asked:
How many contracts did your charity have with central government or local authorities?
What was the total value of these contracts?
Section: Income from government grants
government grants’.
If you answer 'Yes', you will be asked:
How many grants did your charity receive from central government or local authorities?
What was the total value of these grants?
Section: Income from outside the UK
Did your charity receive income from outside the UK?
Then answer the following questions.
What is the value of income from each country?
Please round all figures to the nearest pound (do not enter decimal points or commas). If your charity did not have any income from the source, please enter 0 (zero).
Specify the source and amount of income from the options below:
-
Overseas government or quasi government bodies
-
Overseas charities, NGOs or NPOs
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Other overseas institutions
-
Individuals resident overseas (for example school fees and memberships)
-
Unknown/Do not know
Notes on income from other overseas institutions and individuals resident overseas
is more than £25,000, only include payments of more than £25,000.
- If you are completing a 2018 annual return, these categories are optional.
Section: Operating and spending outside England and Wales
Did your charity operate outside England and Wales?
covered in the annual return. Then answer the following questions.
If your charity did not spend any money in the country, please enter 0 (zero).
system?
Note: if you are completing a 2018 annual return, this question is optional.
What methods to transfer money did your charity use?
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Cash courier
-
Other charities or NGOs/Non-Profits
-
Money Service Business (e.g. Western Union)
-
Informal Money Transfer Systems
-
Online payment methods (e.g. PayPal)
-
Other
Note: if you are completing a 2018 annual return, this question is optional.
How much money did your charity send outside the regulated banking system in total? Please round all figures to the nearest pound (do not enter decimal points or commas).
Note: if you are completing a 2018 annual return, this question is optional.
England and Wales?
Note: if you are completing a 2018 annual return, this question is optional.
Section: Subsidiaries
Did the charity have any subsidiaries?
If you answer 'Yes', you will be asked:
Were any of the trustees also directors of the charity's subsidiaries?
Section: Trustee payments
If you answer 'Yes', you will be asked:
Did any of the trustees receive payments or benefits for:
- being a charity trustee?
designers, lawyers, for example)?
are paid members of staff
Did any of the trustees resign and then take up employment with the charity?
Section: Employees
Did any of your charity's staff receive total employee benefits of £60,000 or more?
If you answer 'Yes', you will be asked:
Enter the number of staff whose total employee benefits were in each of the following bands:
£60,000 to £70,000 £70,001 to £80,000 £80,001 to £90,000 £90,001 to £100,000 £100,001 to £110,000 £110,001 to £120,000 £120,001 to £130,000 £130,001 to £140,000 £140,001 to £150,000 £150,001 to £200,000 £200,001 to £250,000 £250,001 to £300,000 £300,001 to £350,000 £350,001 to £400,000 £400,001 to £450,000 £450,001 to £500,000 Over £500,000
For your highest paid member of staff only, what was the total value of their employee benefits?
Section: Volunteers
How many UK volunteers, excluding trustees, did the charity have during the financial period?
Section: Financial controls
Did your charity review its internal financial controls?
Section: Safeguarding
roles that are eligible for these checks?
Section: Account type
section is completed by a competent person who is familiar with the charity's accounts.
The information you need to complete this section will generally be found in the statement of financ
When completing this section you may wish to look at Charities SORP.
Does your charity prepare:
Group accounts Charity only accounts
Section: Income and Endowments
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
The information you need to complete this section will generally be found in the Statement of Finan
not enter decimal points or commas.
Donations and legacies
Of the total donations and legacies what amount is Legacies
Of the total donations and legacies what amount is Endowments received
Other trading activity
Investment income
Income from charitable activities
Other income
Total income and endowments
Note: The amount entered for 'Total income and endowments' minus 'Endowments Received' shou 'Income' on the charity Information page. If the charity controls subsidiary undertakings, consolidate accounts where these have been prepared.
Section: Expenditure
The information you need to complete this section will generally be found in the Statement of Finan
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
not enter decimal points or commas.
Expenditure on raising funds
Of total expenditure on raising funds what amount is Investment management costs
Other expenditure
Expenditure on charitable activities
Of the total expenditure on charitable activities what value is Grants to institutions
Of the total expenditure on charitable activities what value is Governance costs
Total expenditure
Section: Other recognised gains/(losses)
The information you need to complete this section will generally be found in the Statement of Finan
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
not enter decimal points or commas.
This figure should be prefixed with the minus symbol if it is a negative value.
Gains/(losses) on revaluation of fixed assets
This figure should be prefixed with the minus symbol if it is a negative value.
Actuarial gains/(losses) on defined benefit pension schemes
This figure should be prefixed with the minus symbol if it is a negative value.
Net gains/(losses) on investments
This figure should be prefixed with the minus symbol if it is a negative value.
Other gains/(losses)
Section: Assets
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
The information you need to complete this section will generally be found in the Balance Sheet.
not enter decimal points or commas.
Total fixed assets
Of the total fixed assets what value is Fixed asset investments
Total current assets
Of the total current assets what value is Current asset investments
Of the total current assets what value is Cash at bank and in hand
Section: Liabilities
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
The information you need to complete this section will generally be found in the Balance Sheet.
not enter decimal points or commas.
Creditors due within one year
Creditors falling due after one year and provisions
Defined benefit pension scheme asset/(liability)
Total net assets/(liabilities)
Section: Funds
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity.
The indented fields may not represent the whole amount.
not enter decimal points or commas.
Endowment funds
Restricted funds
Unrestricted funds
Total funds
Section: Additional information
All fields are mandatory - Enter 0 (zero) if the field does not apply to your charity. Enter figures to the nearest pound and restate them in pounds if the accounts have, for example, be not enter decimal points or commas.
Support costs
Depreciation charge for the year Level of reserves Average number of employees
Section: Send Trustees' Annual Report and Accounts
the time of completing the annual return.
You are required to submit your Trustees' Annual Report and accounts for this financial period.
examiners' / auditor's report.
Privacy Notice
including uploading the charity's accounts and trustees' annual report.
annual report.
beneficiaries.
report meet its obligations under the General Data Protection Regulations 2016 and the Data Prote processed. You will need to take particular care if you are including personal data about children, ad or your charity's trustees have a dispensation from including their name in the accounts.
information.
Select this option if you want to attach one file for all reports - file must not exceed 25MB Do not use special characters when naming the file. For example do not use these characters < >
By selecting this option you confirm that the file includes all of the following: Trustees' annual report Accounts Examiner's / auditor's report
accounting records incomplete?
Section: Check and submit your annual return
provided.
Notes
01/09/2022 - 31/08/2023
£41,663 - Income and £29,720 - spending
No Yes No No No NIA No no nla nla no
nla no
yes nla Charity accounts
£41,663 20727
Insurance & admin expenses 553 Donations & Xmas book gits 8440 29720
28578 26243 360 28218
| Charity Name The Friends of Birchfield(Albrighton) 1 |
Charity Name The Friends of Birchfield(Albrighton) 1 |
Charity Name The Friends of Birchfield(Albrighton) 1 |
Charity Name The Friends of Birchfield(Albrighton) 1 |
CC16a | |
|---|---|---|---|---|---|
| For the period from |
Period start date 1/9/2022 |
To |
|||
| Section A Receipts and payments | |||||
| A1 Receipts Unrestricted funds to the nearest £ |
to the nearest £ Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ |
Last year to the nearest £ |
|
| Summer Ball | 29460 200 1420 6980 53 3550 41663 |
29460 200 1420 6980 53 3550 41663 |
|||
| Cheese and Wine | |||||
| Summer Fete | |||||
| Uniform | |||||
| Winter Ball | |||||
| Amazon | |||||
| Givingmachine | |||||
| Summer Ball 2022 Late income | |||||
| Sub total(Gross income for | |||||
AR) |
A2 Asset and investment sales, (see table). Sub total Total receipts 41663 A3 Payments
41663
| Summer Ball | 14755 332 3165 420 222 1833 140 8440 413 29720 |
14755 332 3165 420 222 1833 140 8440 413 29720 |
||
|---|---|---|---|---|
| Cheese and Wine | ||||
| Winter Ball | ||||
| Disco | ||||
| Prepayments - DJ | ||||
| Prepayments - Winter Ball | ||||
| Insurance | ||||
| Donatons | ||||
| Gifs - Xmas book Admin Expenses |
||||
| Sub total |
A4 Asset and investment purchases, (see table)
Sub total
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
29720 |
29720 | |||
|---|---|---|---|---|---|
11943 14300 26243 |
11943 14300 26243 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds |
Details Bank Account Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ Unrestricted funds |
to nearest £ Restricted funds |
to nearest £ Endowment funds |
|---|---|---|---|---|
| 26243 26243 |
||||
| OK | OK | OK |
| B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use Signed by one or two trustees on behalf of all the trustees |
Details Details Details Details Creditors - AccountancyFees Signature |
to nearest £ to nearest £ Cost (optional) Cost (optional) 360 Print Name PennySimkin Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|
| Current value (optional) |
|||
| Current value (optional) |
|||
| When due (optional) |
|||
| Date of approval |
|||
| PennySimkin | |||
Independent examiner’s report to the trustees of Friends of Birchfield School (Albrighton)
I report to the trustees on my examination of the accounts of the Friends of Birchfield School (Albrighton) for the year ended 31[st] 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 s. 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under s. 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:
(1)Accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
(2)The accounts do not accord with those records.
I 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.
Signed
==> picture [82 x 50] intentionally omitted <==
Name: Elizabeth Silk ACCA on behalf of Onyx Accountants Limited
Relevant professional qualification or body: ACCA
Address: 14 High Street, Tettenhall, WV6 8QT
Date: 21/05/2024