**Trustees' Annual Report for the period** Period start date Period end date 01 Sept 2024 31 August 2025
**From**
**To**
## Section A Reference and administration details
**Charity name** Friends of St James School (Weybridge) **Other names charity is known by** n/a **Registered charity number (if any)** 1143694
**Charity's principal address** Grotto Road Weybridge Surrey **Postcode KT13 8PL**
## **Names of the charity trustees who manage the charity**
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Sam Gibbens|Joint Chair|||
||BeckyGibbens|Joint Chair|||
||Eben van Heerden|Treasurer|||
||The above people
were trustees for
the year ended 31
August 2025.||||
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
**----- Start of picture text -----**
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
**----- End of picture text -----**
## **Description of the charity’s trusts**
Constitution Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) The Trustees are elected by the Charity in an annual general meeting. Trustee selection methods Each Trustee shall retire with effect from the conclusion of the AGM next (eg. appointed by, elected by) after his or her appointment but shall be eligible for re-election at that AGM. **Additional governance issues (Optional information)** All Trustees give their time voluntarily to the charity and receie no You **may choose** to include remuneration or other benefits. 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**
March **2012**
**TAR**
2
To advance the education of the pupils of St James C of E Primary School by providing and assisting in the provision of facilities (not required to be provided by the local education authority) for education at **Summary of the objects of the** the school. **charity set out in its governing document** In planning our activities for the year, we keep in mind the guidance issued by the Charities Commission on public benefit. The focus of our fundraising continues to be raising funds for the projects/expenditure that will enhance the experience of all children attending St James School, that would not otherwise be provided by the local education authority.
**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)**
March **2012**
**TAR**
3
A significant contribution is made by the volunteers (parents and teachers) at our various events.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
4
Section D Achievements and performance
The financial year 2024-2025 was a successful fundraising year for the **Summary of the main** Friends of St James School. **achievements of the charity** The Friends of St James School started the year with a cash balance of **during the year** £52,680. and no unpresented cheques. The Gross Income for the year was £43,340.00 with expenses for the various events totalling £26,413 (including a payment of £1,461 relating to the previous year). A total of £13,845 was paid to the school during the period, leading to a carried forward cash balance of £55,760. A summary of the main fundraising activities, and the net profit raised by these events, is provided below: • The Dad’s Camp raised £4,609 • The School Ball raised £4,350 • The School Summer Fair raised £2,993 • The School Disco raised £1,881 • The Raffle and Chocolate Tombola raised £1,141 The Friends spent amongst other (largest items): • £5,808 on a sound system • £6,874 on the playground Viking Ship
## **Section E Financial review**
All funds are held in unrestricted reserves. The charity aims to ensure **Brief statement of the** that funds raised should be spent to benefit the school and cash is **charity’s policy on reserves** accumulated only to save for large items of expenditure rather than being invested over longer periods. The charity will ensure that reserves carried forward are also adequate to cover any short term expenses falling due. **Details of any funds materially** Not applicable **in deficit**
## **Further financial review details (Optional information)**
Most of the funds generated by the Charity arise from cash spent by You **may choose** to include parents and supporters of the school in attending the various events held additional information, where during the school year. This is supplemented by donations and relevant about: sponsorship from local businesses and parents (eg raffle prizes). The • the charity’s principal trustees aim to minimise the expenses incurred in running events in order sources of funds (including to maximise the funds raised to benefit the school. any fundraising);
- how expenditure has supported the key objectives of the charity;
Payments that are to be made by the Friends to the school are agreed by the Friends in their regular meetings, to which all parents/teachers are welcome to attend. All parents of children attending the school are members of the Friends.
- investment policy and objectives including any ethical investment policy adopted.
March **2012**
**TAR**
5
**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)** Eben Andries van Heerden **Position (eg Secretary, Chair,** Treasurer **etc)**
**Date** 1 May 2026
March **2012**
**TAR**
6
|**Friends of St James School (Weybridge)**|**Friends of St James School (Weybridge)**|**Friends of St James School (Weybridge)**|**1143694**|||
|---|---|---|---|---|---|
|**Receipts andpayments accounts**|||||**CC16a**|
|**For the period**
**from**|01-Sep-24
Period start date|**To**|31-Aug-25
Period end date|||
|**Section A Receipts and payments**|**Section A Receipts and payments**|||||
|---|---|---|---|---|---|
|**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**586**
**471**
**1 151**
**3 093**
**2 344**
**7 729**
**594**
**1 224**
**1 080**
**1 088**
**796**
**5 300**
**17 413**
**199**
**272**
**-**
**43 340**
**-**
**-**
**-**
**43 340**
**10**
**1 211**
**1 233**
**3 378**
**-**
**816**
**1 321**
**725**
**10**
**950**
**2 307**
**12 804**
**4**
**1**
**162**
**20**
**1 461**
**500**
**663**
**5 808**
**6 874**
**40 258**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**586**
**471**
**1 151**
**3 093**
**2 344**
**7 729**
**594**
**1 224**
**1 080**
**1 088**
**796**
**5 300**
**17 413**
**199**
**272**
**-**
**43 340**
**-**
**-**
**-**
**43 340**
**10**
**1 211**
**1 233**
**3 378**
**-**
**816**
**1 321**
**725**
**10**
**950**
**2 307**
**12 804**
**4**
**1**
**-**
**-**
**162**
**20**
**1 461**
**-**
**500**
**663**
**5 808**
**6 874**
**-**
**40 258**|**Last year**
**to the nearest £**|
|Muftil Day- Oct 2024|**586**|||||
|Cake Sale|**471**|||||
|Raffle and Chocolate Tombola|**1 151**|||||
|Kids Disco - Fall|**3 093**||||**-**|
|Quizz and Pizza|**2 344**||||**-**|
|School Ball|**7 729**|||||
|Christmas Merchandise|**594**|||||
|Someone Special Gift|**1 224**|||||
|2025 Leavers Yearbook|**1 080**|||||
|Someone Special Gift|**1 088**|||||
|Muft Day4 April 2025|**796**|||||
|Summer Fair|**5 300**|||||
|Dad's Camp|**17 413**|||||
|Weybridge Festival|**199**|||||
|Cake Sale|**272**|||||
||**-**||||**-**|
|**_Sub total_**_(Gross income for_
_AR)_|**43 340**||||**-**|
|||||||
|**A2 Asset and investment sales,**
**(see table).**||||||
||**-**|||||
||**-**||||**-**|
|**_Sub total_**|**-**||||**-**|
|**_Total receipts_ **
**A3 Payments**||||||
||||||**-**|
|||||||
|Raffle and Chocolate Tombola|**10**|**-**|**-**|**10**|**-**|
|Kids Disco - Fall|**1 211**|**-**|**-**|**1 211**|**-**|
|Quizz and Pizza|**1 233**|**-**|**-**|**1 233**|**-**|
|School Ball|**3 378**|**-**|**-**|**3 378**|**-**|
|Christmas Merchandise|**-**|**-**|**-**|**-**|**-**|
|Someone Special Gift|**816**|**-**|**-**|**816**|**-**|
|2025 Leavers Yearbook|**1 321**|||**1 321**||
|Someone Special Gift|**725**|||**725**||
|Muft Day4 April 2025|**10**|||**10**||
|Year 6 Leavers Party|**950**|||**950**||
|Summer Fair|**2 307**|||**2 307**||
|Dad's Camp|**12 804**|||**12 804**||
|Weybridge Festival|**4**|||**4**||
|Cake Sale|**1**|||**1**||
|||||**-**||
|Funds Spent:||||**-**||
|Insurance Renewal|**162**|||**162**||
|Sundry|**20**|||**20**||
|Refund to parents (relating to prior year)|**1 461**|||**1 461**||
|**Donations to St James' School**||||**-**||
|Readingbooks|**500**|||**500**||
|Mini Panto|**663**|||**663**||
|Sound System|**5 808**|||**5 808**||
|Playgound VikingBoat|**6 874**|||**6 874**||
|||||**-**||
|**_Sub total_ **|**40 258**|**-**|**-**|**40 258**|**-**|
CCXX R1 accounts (SS)
1
|**A4 Asset and investment**|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|**purchases, (see table)**|||||||||||
||**-**||**-**|||**-**||**-**|||
||**-**||**-**|||**-**||**-**|||
|**_Sub total_ **|**-**||**-**|||**-**||**-**||**-**|
||||||||||||
|**_Total payments_**|**40 258**||**-**|||**-**||**40 258**||**-**|
|**_Net of receipts/(payments)_**|**3 082**||**-**|||**-**||**3 082**||**-**|
|**A5 Transfers between funds**|**-**||**-**||**-**|||**-**||**-**|
|**A6 Cash funds last year end**|**52 680**||**-**||**-**|||**52 680**||**-**|
|**_Cash funds this year end_**|**55 762**||**-**|||**-**||**55 762**||**-**|
CCXX R2 accounts (SS)
2
## **Section B Statement of assets and liabilities at the end of the period**
|**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|Signature
**Details**
**Details**
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**55 762**
**-**
**-**
**-**
**-**
**-**
**55 762**
**-**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
EA van Heerden|**Endowment**
**funds**
**to nearest £**|
|---|---|---|---|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||OK|
||||**Endowment**
**funds**
**to nearest £**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**Current value**
**(optional)**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**-**|
||||**When due**
**(optional)**|
|||||
|||||
|||||
|||||
|||||
|||||
||||Date of
approval|
|||EA van Heerden|11 May 2026|
|||||
CCXX R3 accounts (SS)
3
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
|**Report to the trustees**
**On accounts for the year**
**ended**
**Set out on pages**|Charity Name
Friends of St James School (Weybridge) Charity|
|---|---|
|||
||31 August 2025
**Charity no**
**(if any)**
1143694|
|||
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||1-2|
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 /09/2025.
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** 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** The charity’s gross income did not exceed £250,000 and I am qualified **examiner's statement** to undertake the examination by being a qualified member the ICAEW _._
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
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.
* _Please delete the words in the brackets if they do not apply._
**Signed: Name:** Craig Varney
**Date:** 11 May 2026
1
**Oct 2018**
**IER**
## **Relevant professional qualification(s) or body (if any):**
ICAEW - 1570675
**Address:** Morgan St Ledger Ltd Suite 99, Carlton House, 19 West St, Epsom, Surrey, KT18 7RL
## **Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
2
**Oct 2018**
**IER**
IER
Oct 2018