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
This document is to help charities prepare for their annual return by gathering the required information.
Submit your annual return online, once you have the information you need.
There is more guidance on the questions in the online service.
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
- 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.
2. 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?
- 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
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