OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

2024-08-31-accounts

Annual Report 2023/2024

On behalf of the friends of Birchfield School I am delighted to present our annual report for the year 2024. This has been a year of community spirit, successful fundraising and continued support for the enrichment of our children’s education. Our community has once again demonstrated it’s commitment to providing opportunities, resources and experiences that make Birchfield School such a special place.

Activities and Events

This year we organised a wide variety of events that not only raised vital funds but also strengthened our school community.

Highlights include our first Winter Lights Festival which was well attended with stalls and entertainment enjoyed by all. The pre-prep and prep school enjoyed a school disco funded by The Friends of Birchfield which was enjoyed by the children with entertainment and snacks provided. We had a successful Summer Fair, again with stalls and entertainment, the pre-loved uniform shop was open and was very popular. The year ended with the Summer Ball which was held at The Shropshire Golf Club. This event was very well attended with funds being raised for both Birchfield School and the Garden Project on the Children’s Ward at New Cross Hospital with the proceeds from the auction and raffle.

Financial Report

Through the generosity and hard work of our parents, carers, staff and wider community our total income for 2023/24 was £32898.79.

Our income sources included the winter lights festival, summer fair, pre-loved uniform shop and the summer ball ticket sales and proceeds from the auction and the raffle.

Our total expenditure was £23257.66 and focused on enhancing the childrens’s learning and wellbeing including the Halloween disco, wet play boxes, ten pin bowling, authors Natalie Pritchard and Tom Palmer, first aid training, table tennis tables, enterprise day and the summer disco.

Half of the money raised from the raffle at the summer ball, £1700, was donated to The Royal Wolverhampton NHS Trust Hospital Garden appeal.

At year end, the Friends of Birchfield School hold reserves of £35884.65 , which will be reinvested into future projects.

Total income 2023/2024 £32,898.79

Total Expenditure 2023/2024 £23,257.66
Proft £9,641.13
Opening balance as of 01/09/2023 £26,243.52
Closing Balance as of 31/08/2024 £35,884.65

We would like to extend our heartfelt thanks to the staff of Birchfield School for their continues support and collaboration. All parent and carer volunteers who have their time and energy, local businesses and spomnsors for their generous donations and not to forget our wonderful children whose enthusiasm inspires our work everyday.

Future Plans

Next year we hope to build on our success with continuing our much loved annual events and introducting fresh fundraising ideas.

We warmy encourage new parents to get involved, every contribution makes a difference.

Friends of Birchfield School (Albrighton) Year End Accounts for 2023/24

TO August 2024

CONTENT SHEET P&L SUMMARY 2 BALANCE SHEET 3 Charity Number: 1133511

Friends of Birchfield School (Albrighton) PROFIT & LOSS ACCOUNT YEAR ENDED AUGUST 2024

£ £
Turnover
Income Summer Ball 27,131
Income Cheese and Wine -
Income Summer Fete 846
Income Uniform 1,090
Income Winter Ball 3,093
Income Laser show 1,300
Income Amazon -
Income giving machine -
Total Income 33,460
Cost of Sales:
Expenses Summer Ball 11,894
Expenses Cheese and Wine -
Expenses Summer Fete 364
Expenses Disco 662
Expenses Winter Ball 1,979
Expenses Laser Show 1,676
Total Expenses 16,575
Gross Profit 16,885
Gross Profit Margin % 50%
Overheads:
Admin -
Insurance 153
Audit and accounting fees 480
Donations 7,945
Bank Fees 21
Total Overheads 8,599
Net Profit 8,286
Net Profit Margin % 25%

x SIGNED SECURELY30/05/2025 at 1:51:31 PM UTC SIGNED SECURELY

30/05/2025 at 1:51:31 PM UTC

Produced By: Onyx Accountants Ltd

2

Friends of Birchfield School (Albrighton) BALANCE SHEET YEAR ENDED AUGUST 2024

£ £
Fixed Assets -
-
Current Assets
Trade Debtors 1,100
Bank Account 35,885
Prepayments -
Accrued Income
Stock
36,985
Current Liabilities
Trade Creditors
Accrued Expenses ( 480)
(
( 480)
(
Total Assets Less Total Liabilities 36,505
Reserves
Reserves b/f 28,219
P&L Account 8,286
Total Capital & Reserves 36,505

x SIGNED SECURELY30/05/2025 at 1:51:31 PM UTC SIGNED SECURELY 30/05/2025 at 1:51:31 PM UTC [30/05/2025 SIGNED SECURELY30/05/2025 at 1:51:31 PM UTC

Produced By :Onyx Accountants Ltd

3

Trustees' Annual Report for the period

Period start date Period end date 01 09 2023 31 08 2024

From

To

Section A Reference and administration details

Charity name Friends of Birchfield School (Albrighton)

Other names charity is known by

Registered charity number (if any) 1133511

Charity's principal address Birchfield School Harriott Hayes Lane Albrighton Postcode WV7 3AL

Names of the charity trustees who manage the charity

==> picture [520 x 363] intentionally omitted <==

----- Start of picture text -----
|||||| |---|---|---|---|---| |Dates acted if not for whole|Name of person (or body) entitled| |Trustee name|Office (if any)| |year|to|appoint|trustee|(if any)| |1|Penelope Simkin|Chair| |2|Cynthia Chbage|Vice Chair| |3|Raj Kullar|Treasurer| |4|Steph Fullwood|Secretary| |5|Amy Jones|General Trustee| |6| |7| |8| |9| |10| |11| |12| |13| |14| |15| |16| |17| |18| |19| |20|

----- End of picture text -----

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year 1 March 2012 ~~—— <<~~

TAR

Names and addresses of advisers (Optional information)

Type of adviser Name Address

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document

Constitution document adopted 2009

How the charity is constituted

Trustee selection methods

Vote at AGM

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

To advance the education of pupils in the School in particular by: Developing effective relationships between the staff parents and others associated with the school; Engaging in activities or providing funds for events which enhances the pupil’s journey through the school.

March 2012

TAR

2

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

March 2012

TAR

3

Section D Achievements and performance

The charity organised various fund raising activities during the year in Summary of the main support of its objectives and activities. achievements of the charity during the year

March 2012

TAR

4

Section E Financial review

Brief statement of the charity’s policy on reserves

The Trustees consider that the reserves of the Charity are sufficient to meet the future needs of the charity.

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

The principal source of funds continues to be via fund raising events and donations.

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 trustees

Signature(s) Full name(s) Penny Simkin Position (eg Secretary, Chair, Chair etc) Date 19.10.2024

March 2012

TAR

5

TAR March 2012