## **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** 

- [30/05/2025 **SIGNED SECURELY30/05/2025 at 1:51:31 PM UTC** 

Produced By: Onyx Accountants Ltd 

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## **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)<br>(||||
|||||(|480)<br>(|
|||||||
|**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** 


**----- Start of picture text -----**<br>
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|---|---|---|---|---|
|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 -----**<br>


## **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 

- (eg. trust deed, constitution) 

How the charity is constituted 

- (eg. trust, association, company) 

Trustee selection methods 

Vote at AGM 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

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

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **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: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

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. 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives 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 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