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2024-08-31-accounts

Registered Charity Number: - 04479890

DOLPHIN SCHOOL TRUST a Charitable Incorporated Organisation

TRUSTEES’ REPORT AND

FINANCIAL STATEMENTS

FOR THE YEAR END 31 August 2024

106 Northcote Road

London

1

DOLPHIN SCHOOL TRUST

CONTENTS

FOR THE YEAR ENDED 31 August 2024

GOVERNORS’ REPORT .............................................................................................................................................. 3 AUDIT REPORT ........................................................................................................................................................... 9 STATEMENT OF FINANCIAL ACTIVITIES .......................................................................................................... 13 STATEMENT OF CASH FLOWS AND BALANCE SHEET ................................................................................... 14 NOTES TO THE FINANCIAL STATEMENTS ........................................................................................................ 15 1 Accounting Policies ................................................................................................................................................ 15 1.1 Accounting Policies ......................................................................................................................................... 15 1.2 Basis of preparation ........................................................................................................................................ 15 1.3 Going concern ................................................................................................................................................. 15 1.4 Income from charitable activities ................................................................................................................... 15 1.5 Resources Expended........................................................................................................................................ 15 1.6 Tangible fixed assets ....................................................................................................................................... 15 1.7 Taxation ........................................................................................................................................................... 16 1.8 Fund accounting .............................................................................................................................................. 16 2 Income from Donations and Legacies ................................................................................................................... 16 3 Income from Charitable Activities ........................................................................................................................ 16 4 Expenditure on Charitable Activities .................................................................................................................... 17 5 Support Costs ......................................................................................................................................................... 17 6 Tangible Fixed Assets ............................................................................................................................................ 18 7 Debtors: Amounts falling due within one year ..................................................................................................... 18 8 Cash at bank and in hand...................................................................................................................................... 19 9 Creditors: Amounts falling due within one year ................................................................................................ 19 10 Creditors: Amounts falling due after one year ................................................................................................... 19 11 Charity funds ....................................................................................................................................................... 20 11.1 Details of material funds held and movements during the CURRENT reporting period.......................... 20 11.2 Details of material funds held and movements during the PREVIOUS reporting period......................... 20 11.3 Transfers between fund ............................................................................................................................... 21

GOVERNORS’ REPORT

DOLPHIN SCHOOL TRUST

FOR THE YEAR ENDED 31 August 2024

GOVERNORS’ REPORT FOR THE YEAR ENDED 31 AUGUST 2024

The Board of Governors present their annual report for the year ended 31 August 2024 under the Companies Act 2006 and Charities Act 2011, together with the audited financial statements for the year. As Trustees of The Dolphin School Trust, the Governors have adopted the provisions of the Statement of Recommended Practice (SORP) 'Accounting and Reporting by Charities' issued in March 2015.

REFERENCE & ADMINISTRATIVE INFORMATION

The Dolphin School Trust is a charitable company founded in 1986, with the liability of its members limited to £1 each by guarantee. Registered company number: 04479890 (England and Wales) Registered charity number: 1145113 Registered office: 106 Northcote Road, London SW11 6QW

Governors

The Governors of Dolphin School Trust, who are also the Charity Trustees and the Directors of the Company, who served during the year and subsequently are:

P van der Vliet (appointed Chair wef 1/9/23) G

Corera P Dennemont* J Hopkins A Williams D Lusher J Savile J Champness (appointed 1.9.2024) W Colahan (appointed 1.9.2024)

*resigned from the Board since 31 August 2023 Officers

and Professional Advisers

The Headteacher: S Gosden (resigned 31.8.24) L Price (appointed 1.9.2024) The Bursar: L Lonsdale Bankers: NatWest Bank Plc, 280 Bishopsgate, London, EC2M 4RB Auditor: KWSR & Co., 136 Merton High Street, London, SW19 1BA

DOLPHIN SCHOOL TRUST

GOVERNORS’ REPORT

FOR THE YEAR ENDED 31 August 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Company is governed by its Memorandum and Articles of Association.

Governing Body

The Governors, who are required under the Articles to serve as Directors of the Company and Trustees of the Charity, are elected at a full Governors’ Meeting based on recommendations to and discussion with existing Governors and the Headteacher. Prior to being appointed, new Governors are fully briefed on the responsibilities and duties of a School Governor. Governors stand for a term of four years and are eligible to stand for re-election. D Lusher had one child and P Dennemont had grandchildren at the school during the year under review.

Trustee training

Trustee training is provided for all Governors covering their duties as Governors, Trustees and Directors.

Organisational management

The Governors meet as a full Board each term to determine the general policy of the charitable company and review its overall management and control, for which they are legally responsible. The Board is served by several subcommittees responsible for i) Finance and Property ii) Safeguarding, Education, Ethos and Compliance, and iii) Governance and Nominations. The Finance & Property Committee meets before the full Board meeting to review the financial performance of the school.

The day to day running of the school is delegated to the Headteacher who is supported by the Senior Team and together this group are the key management personnel and report to the Governors in their respective areas of education, safeguarding, pastoral support, finance, legal matters, HR, subsidised fees and property issues to ensure the smooth running of the school.

Remuneration of the Headteacher is set by the Board. The appropriateness and relevance of the remuneration policy is reviewed annually including reference to comparisons with other independent schools to ensure that Dolphin School remains sensitive to the broader issues of pay and employment conditions elsewhere. Delivery of the Company’s charitable vision and purpose is primarily dependent on our key personnel, and as staff members are our greatest resource, staffing costs are the largest single element of our charitable expenditure.

Group Relationships

Dolphin School Trust is a member of ISA which works for the promotion and maintenance of independent school standards generally.

We are committed to our local community in London. We supported our local Foodbank with our harvest donations. We also supported the work of Keen London, Restless Development and Young Minds.

GOVERNORS’ REPORT

FOR THE YEAR ENDED 31 August 2024

DOLPHIN SCHOOL TRUST

Principal Risks and Uncertainties

The Governors review the school’s current and planned future activities in the light of any major risks arising from time to time and the effectiveness of systems and procedures designed to manage them. The principal risks and uncertainties currently facing the Company are considered to be the imposition of VAT on school fees which may impact future pupil numbers, the possible impact on pupil numbers as state schools are undersubscribed, the increasing competition for high-quality teaching and other staff, continuing impact from inflation and severe reputational damage in the unlikely event of a high-profile legal action alleging lack of due care over our pupils as vulnerable beneficiaries. Our plans and strategies for managing risk include maintaining effective internal controls, risk registers, incident- reporting and monitoring systems and insurance cover wherever appropriate.

OBJECTS, PUBLIC BENEFIT AIMS, OBJECTIVES AND PRINCIPAL ACTIVITIES

The Object of the Charitable Company is the advancement of education in the United Kingdom and elsewhere with a view to providing a sound Christian and moral basis for all pupils. In furthering this Object, the Governors, as the charity trustees, have complied with the duty in s.17(5) of the Charities Act 2011 to have due regard to the Charity Commission’s published guidance concerning the operation of the Public Benefit requirement under that Act.

Strategic Aim and Intended Effect

The Board’s strategic aim to reach its objective for the public benefit as a charitable Independent School is the attainment of the highest academic levels consistent with our non-selective admissions policy and to help lowerincome families to benefit from our fee-based schooling, whilst allowing all pupils to benefit from our extra- curricular programme. This is intended to draw out their abilities and academic potential, awaken and develop wider interest in life for eventual participation in civil society and motivate them for a successful outcome both at their chosen senior school and in life.

Objectives

To achieve the objectives, the Trust operates one primary school and two pre-school age nursery schools. The school aims to provide a caring Christian environment with dynamic academic provision to children of all ages with a broad range of ability so that their needs can be met and their talents developed. These objectives are pursued by creating an environment where all are welcome, and this is supported by a high level of pastoral care.

Principal activity and income sources

The Trust’s principal activity continues to be the provision of a Day School for 5- to 11-year-old children and of two pre-school age nurseries accommodating pupils from 2 years of age. The principal source of income is from school fees.

GOVERNORS’ REPORT

FOR THE YEAR ENDED 31 August 2024

DOLPHIN SCHOOL TRUST

Public Benefit, grant-making, and access-widening

The Trustees are satisfied that the school’s aims are charitable, and they have also considered the Charity Commission's general guidance on public benefit.

The school has for many years provided a high level of bursaries to allow children from lower income families to benefit from an education at the school. The current level of bursaries is around 14% of gross fees. The school has a Christian foundation, and the Trustees consider that support for low-income families is a positive part of the School's duty.

The school also seeks to keep School fees as low as it possibly can so that the school remains accessible to the widest section of the community possible. School fees at Dolphin School are up to 33% lower than the average school fees of local independent primary schools. The Governors are keen to promote a broad social and ethnic mix.

Dolphin School continues to host two football tournaments, a netball tournament and a hockey tournament for local schools and does this despite not having its own sports pitches.

The school is involved in charitable fund-raising each year, supporting a variety of causes and organisations with local and international focus.

The school was pleased to support Keen London, Restless Development and Young Minds and donated food to the Wandsworth Foodbank through our Harvest Assembly in October.

Volunteers

The Parents of Dolphin, known as ‘The POD’, helped with the school’s fundraising and cultural activities during the year, and the Board would like to take this opportunity to say how much we appreciate their continuing and valuable support for our work.

REVIEW OF ACHIEVEMENTS AND PERFORMANCE FOR THE YEAR –

Operational performance of the school

We strive to offer an excellent education to children of all abilities, focusing on the strengths, interests, and character of each child in our care. We aim to personalise learning, particularly in the foundation subjects of Maths and English. We are a mixed ability school with non-selective entry at Reception, but pupils' academic achievement remains high. Dolphin leavers this year received an average of 3.4 offers each from selective schools including Alleyn’s, Dulwich College, Emanuel, James Allen Girls School, King’s College School, Trinity School and Woldingham. There were ten scholarships awarded across the 16 pupils.

Our individualised approach extends right across the curriculum and into the key area of children's character development. Our annual theme each year injects dynamism into school life. In 2023-24 our theme was Relationships.

The Christian foundation of the school remains the bedrock of daily life, with our weekly Christian assemblies very well attended by parents and extended family members. We continue to build community in our own school through the weekly prayer meeting hosted by the Senior Team and attended by Dolphin parents, with parents attending assemblies each Friday.

DOLPHIN SCHOOL TRUST

GOVERNORS’ REPORT

FOR THE YEAR ENDED 31 August 2024

The important home-school partnership is fostered through many school events including concerts, productions, Family Night and Grandparents' Tea. We hosted a well-attended IT and e-safety evening for parents and information sessions for parents about reading and phonics, and mathematics.

We serve our local community of schools by hosting a football tournament twice a year for local schools. Weekly fixtures are played in sports such as football, touch rugby, hockey, netball, rounders and cricket and we now hire dedicated local pitches, as well as a local netball court and astro turf pitch. Our coaching is detailed and professional, and our results are excellent. Sporting potential is identified and nurtured.

There has been a similar level of activity in the Arts, with Dolphin pupils performing in whole-school dramatic productions as well as instrumental and choir concerts, with the Easter Concert a particular focus. Twice yearly DT (Design & Technology) days across the whole school added an opportunity for pupils to be both inspired by guest speakers and to immerse themselves in various creative projects. Our Year 6 pupils took part in the professional production of The Life of Christ run by the Bible Society on the Wintershall Estate and they ended the year on a high by leading the whole school to perform Matilda the musical. The number of children learning musical instruments remains high, with lessons undertaken on a wider range of instruments and strong numbers of young musicians taking part in concerts and recitals.

The school’s continued investment in IT enables children to make full use of a suite of chrome books and ipads. This is particularly important as the majority of independent secondary schools have moved their entrance exams online. Dolphin School children are able to practise these tests regularly on school provided IT devices.

Successful residential trips were organised for years 4, 5 and 6 to Carroty Wood, Viney Hill and Hooke Court. Other years benefited from day trips to the British Museum, the Natural History Museum, the Science Museum, the Royal Academy, Frozen the musical, The Lion King and various other exciting places. Bursary support is always offered to those who might struggle financially to pay for trips.

We also invited speakers, ranging from ‘Florence Nightingale’, Natalie Costa speaking to the upper years on “power thoughts” to an ornithologist specialising in owls. We regularly work with the local authority and other providers to enhance pupils’ life skills, such as TFL and using the underground or bus network and local streets safely. Co-curricular clubs include a range of sports and art-based activities, and private tuition is offered in a range of musical instruments.

The ongoing development of the STEM room incorporating two 3D printers, a green screen, lego robotics, podcast facilities, upgraded a class set of chromebooks and one set of ipads. The introduction of Mandarin as an extension language option for the Year 6 pupils for the Summer term was a fantastic exposure to a new language, broadening the curriculum offering at Dolphin School.

FINANCIAL REVIEW AND RESULTS FOR THE YEAR

As with other independent schools based in London, we experienced a fall in pupil numbers both during and after the COVID pandemic. We were able to retain our excellent teachers and staff and absorb these costs as a result of holding adequate reserves. We have since seen a very strong recovery in pupil numbers to 118 in the primary school at the date of signing these accounts

The deficit for 2024 totalled £230,729 We finished the year with Unrestricted funds of £897,152 and cash balance of £351,488.

The Board has established a policy whereby sufficient reserves not restricted, committed, or designated be carried to support resources expended at a level enabling the continuation of the current activities of the Charity in the event of a significant drop in School fees and related income.

DOLPHIN SCHOOL TRUST

TRUSTEES' REPORT

FOR THE YEAR ENDED 31 August 2024

Investment policy and objectives

The Governors maintain the policy to put all available retained funds, other than those required for day-to-day cash management, into the higher-yielding Direct Reserve account.

The results for the year and financial position of the Charity are as shown in the annexed financial statements.

FUTURE PLANS

Dolphin continues to see a good inflow of pupil applications driven by the quality of our educational outcomes and secondary school offers, our distinctive culture and approach to each child’s needs and our fees policy. We aim to continue to build the primary school back towards 130 pupils over the next few years.

We have plans to diversify our extra-curricular offering, making use of staff passions and interests. There will also be a reintroduction of specialist computing lessons for pupils aged 6-11 and specialist Science lessons for pupils aged 7- 11.

We continue to invest in IT and STEM resources, ensuring children have access to touch screen chromebooks, iPads and smart screens in all classrooms. We will continue with our refurbishment and modernisation plan for all classrooms with write on cupboards, desks and integrated smart screens.

Other key objectives for the future include continuing to develop the curriculum and further enhancing our outdoor teaching and learning locally and in London. We are seeking to expand our parent talks on matters to include nutrition, sleep, positive mental health and confidence, and a speech & language therapist advice session and more.

RELEVANT AUDIT INFORMATION

Insofar as each of the Directors, as members of the Governing Body, at the date of approval of this report is aware, there is no relevant audit information (information needed by the Company’s auditor in connection with preparing the audit report) of which the Company's auditor is unaware. Each member of the Governing Body has taken all the steps that he or she should have taken as a member of the Governing Body to make him or herself aware of the relevant audit information and to establish that the Company’s auditor is aware of that information.

Approved by the Board of Governors at its meeting on 28th May 2025 and signed on its behalf by:

Petronella van der Vliet Chair (also known as PF West)

The Chair

petronella van der vliet

1[P] :[e] 3[t] 2[ro] p[n] m[e] )[lla Van der Vliet (May 30, 2025,]

28th May 2025

DOLPHIN SCHOOL TRUST

AUDIT REPORT

FOR THE YEAR ENDED 31 August 2024

Independent Auditor’s report to the members and Trustee’s of Dolphin School Trust

Opinion

We have audited the financial statements of Dolphin School Trust (the ‘charitable company’) for the year ended audit year ended 30 August 2024 which comprise the Statement of Financial Activities, balance sheet, the statement of cash flow and notes to the financial statements, including significant accounting policies. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice).

In our opinion the financial statements:

• give a true and fair view of the state of the charitable company’s affairs as at year ended 31[st] August 2024, and of its incoming resources and application of resources, including its income and expenditure, for the year then ended;

• have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

• have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the Auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charitable company in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the Trustee’s use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively may cast significant doubt on the charitable company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the Trustee’s with respect to going concern are described in the relevant sections of this report.

DOLPHIN SCHOOL TRUST

AUDIT REPORT

FOR THE YEAR ENDED 31 August 2024

Other information

The other information comprises the information included in the Trustee’s annual report, other than the financial statements and our auditor’s report thereon. The Trustee’s are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Opinions on other matters prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

• the information given in the Trustee’s report incorporating the strategic report and the directors’ report for the financial year for which the financial statements are prepared is consistent with the financial statements; and

• the strategic report and the directors’ report have been prepared in accordance with applicable legal requirements.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charitable company and its environment obtained in the course of the audit, we have not identified material misstatements in the directors’ report.

We have nothing to report in respect of the following matters in relation to which the Companies Act 2006 requires us to report to you if, in our opinion:

• adequate accounting records have not been kept, or returns adequate for our audit have not been received from branches not visited by us; or

The Trustee’s were not entitled to prepare the financial statements in accordance with the small companies’ regime and take advantage of the small companies’ exemption[s] in preparing the directors’ report and from the requirement to prepare a strategic report.

DOLPHIN SCHOOL TRUST

AUDIT REPORT

FOR THE YEAR ENDED 31 August 2024

Responsibilities of Trustees

As explained more fully in the Trustees’ Responsibilities Statement set out on page 11, the trustees (who are also the directors of the charitable company for the purposes of company law) are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditor’s responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

Identifying and assessing potential risks related to irregularities

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and noncompliance with laws and regulations, our procedures included the following:

GOVERNORS’ REPORT

FOR THE YEAR ENDED 31 August 2024

DOLPHIN SCHOOL TRUST

Because of the inherent limitations of an audit, there is a risk that we will not detect all irregularities, including those leading to a material misstatement in the financial statements of non-compliance with regulation. This risk increases the more that compliance with a law or regulation is removed from the events and transactions reflected in the financial statements, as we will be less likely to become aware of instances of non-compliance. The risk is also greater regarding irregularities occurring due to fraud rather than error, as fraud involves intentional concealment, forgery, collusion, omission or misrepresentation.

A further description of our responsibilities is available on the Financial Reporting Council’s website, at: https://www.frc.org.uk/Our-Work/Audit/Audit-and-assurance/Standards-and-guidance/Standards-andguidance -for-auditors/Auditors-responsibilities-for-audit/Description-of-auditors-responsibilities-for-audit.aspx. This description forms part of our auditor’s report

Use of our report

This report is made solely to the charitable company’s members, as a body, in accordance with Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charitable company’s members those matters we are required to state to them in an auditor’s report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charitable company and the charitable company’s members as a body, for our audit work, for this report, or for the opinions we have formed.

On behalf of KWSR & Co.:

Susan Rahman (May 30, 2025, 2:26pm)

Susan Rahman, BSc FCA (Senior Statutory Auditor)

KWSR & Co. Chartered Accountants & Registered Auditors

136 Merton High Street,

London, SW19 1

DOLPHIN SCHOOL TRUST

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 31 August 2024

Recommended categories
by activity
Notes
Income and endowments from:
Donations and legacies
2
Charitable activities
3
Total
Expenditure on:
Charitable activities
4 & 5
Total
Net income / (expenditure) and
net movements in funds for the
year
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
Restricted
Income
Funds
£
Total Funds
2024
£
Total Funds
2023
£
15,755
-
15,755
37,079
1,916,775
5,415
1,922,190
1,591,558
Unrestricted
Funds
£
Restricted
Income
Funds
£
Total Funds
2024
£
Total Funds
2023
£
15,755
-
15,755
37,079
1,916,775
5,415
1,922,190
1,591,558
1,932,530
5,415
1,937,945
1,628,636
2,164,070
7,425
2,171,315
2,004,790
2,164,070
7,425
2,171,315
2,004,790
(231,540)
(2,010)
1,125,871
4,110
(233,550)
(376,154)
1,129,981
1,506,135
894,331
2,100
896,431
1,129,981

DOLPHIN SCHOOL TRUST

STATEMENT OF CASH FLOWS AND BALANCE SHEET

FOR THE YEAR ENDED 31 August 2024

Recommended categories
by activity
Notes
Fixed assets:
Tangible assets
6
Total fixed assets
Current assets:
Debtors
7
Cash at bank and in hand
8
Total current assets
Liabilities:
Creditors: amounts falling due
within one year
9
Net current assets / (liabilities)
Total assets less current liabilities
Creditors: amounts falling due
after one year
10
Total net assets or liabilities
The Funds of the Charity
Restricted Income Funds
11
Unrestricted Funds
11
Total Funds
Unrestricted
Funds
£
Restricted
Income Funds
£
Total Funds
2024
£
Total Funds
2023
£
1,216,664
-
1,216,664
1,249,472
1,216,664
-
1,216,664
1,249,472
461,083
-
461,083
-
350,064
-
350,064
455,115
811,147
-
811,147
455,115
728,563
-
728,563
147,697
82,584
-
82,584
307,419
1,299,248
-
1,299,248
1,556,890
402,816
-
402,816
426,909
896,431
-
896,431
1,129,981
-
2,100
2,100
4,110
894,331
-
894,331
1,125,871
894,331
2,100
896,431
1,129,981

The financial statements were approved by the Board on 28-May-2025 and signed on its behalf by:

petronella van der vliet

1[P] :[e] 3[t] 2[ro] p[n] m[e] )[lla Van der Vliet (May 30, 2025,] Petronella van der Vliet (also known as Petronella West) Trustee

STATEMENT OF CASH FLOWS AND BALANCE SHEET

FOR THE YEAR ENDED 31 August 2024

DOLPHIN SCHOOL TRUST

Particulars August 31,
2024
August 31,
2023
August 31,
2022
Cash flows from operating activities
Net income/(expenditure) for the reporting period
(as per the statement of financial activities)
Adjustments for:
Depreciation & impairment of fixed assets
(Increase)/decrease in debtors
Increase/(decrease) in creditors
Net cash used in operating activities
Cash flows for investing activities
Purchase of property, plant and equipment
Net cash used in investing activities
Cash flows for financing activities
Change in cash and cash equivalents in the
reporting period
Cash and cash equivalent at beginning of the year
Cash and cash equivalents at the end of the
reporting period
Cash at bank and in hand
(233,550)
39,987
(461,083)
556,772
(376,154)
42,573

-
76,027

(326,788)
44,799

-
16,445
(97,874)
(7,178)

(257,554)
(29,012)

(265,544)
(4,909)
(7,178)
-
(29,012)

-

(4,909)

-
(105,052)
455,116
(286,566)
741,681

(270,453)
1,012,134
350,064
350,064
455,115
455,115
741,681
741,681
-
-

-

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

1 Accounting Policies

1.1 Accounting Policies

The principal accounting policies adopted by the Charity in the preparation of the accounts are as follows.

1.2 Basis of preparation

The charity constitutes a public benefit entity as defined by FRS 102.

These financial statements have been prepared under the historical cost convention, as modified by the inclusion of charitable properties and fixed asset investments and investment properties at market value.

These accounts have been prepared in accordance with “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (effective 1 January 2019) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011 and the Companies Act 2006.

These accounts are presented in pounds sterling and rounded to the nearest pound.

1.3 Going concern

The Trustee’s have prepared financial projections, taking into consideration the current economic conditions and have, at the time of approving these accounts, a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus, they continue to adopt the going concern basis of accounting in preparing the accounts.

1.4 Income from charitable activities

All incoming resources are included on Statement of Financial Activities when the charity is legally entitled to the income and the amount can be qualified with reasonable accuracy.

School fees are recognised when they are due on termly basis and adjustments are made to defer any fees paid in advance. Donations and other fund received by the school are recognised when this event takes place.

1.5 Resources Expended

Expenditure is accounted for on an accrual basis and has been classified under headings that aggregate all cost related to the category. Where cost cannot be directly attributed to headings, they have been allocated to activities on a basis consistent with the use of resources.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of any depreciation and any impairment losses. Depreciation is provided at the following annual rates to write off each asset over the estimated useful life.

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

Land and buildings - In accordance with the property lease (2% reducing balance)
Plant and machinery etc, - 25% on reducing balance
Furnitures & fittings - 15% on reducing balance

1.7 Taxation

The charity is exempt from corporation tax. The organisation is a registered charity and has no liability to income tax or corporation tax on its charitable activities during the year.

1.8 Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the Trustee’s.

Restricted funds can be used for restricted purposes with the objectives of the charity. Restrictions arise when specified by the donor or when funds are raised for restricted purposes.

Designated funds are funds set aside by the Trustee’s out of unrestricted general funds for specific future purposes or projects.

2 Income from Donations and Legacies

Analysis
General grants provided by
Government/other charities
Total funds 2024
Total funds 2023
£
£
15,755
37,079
15,755
37,079

3 Income from Charitable Activities

Unrestricted Restricted Total funds Total funds
Analysis funds income funds 2024 2023
£ £ £ £
Sale of service
1,916,775
5,415 1,922,190 1,591,558
1,916,775 5,415 1,922,190 1,591,558

The income of Dolphin School Trust is classified into two categories: restricted income and unrestricted income. The nature of restricted income is primarily derived from grants that are specifically earmarked for covering school fees and educational expenses for students. This restricted income constitutes a lesser portion of the Trust’s total income, with the majority classified as unrestricted.

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

4 Expenditure on Charitable Activities

Analysis Unrestricted
funds
Restricted
funds
Total funds 2024 Total funds 2023
£ £ £ £
Wages and salaries 1,521,380 - 1,521,380 1,422,433
Staff costs 15,843 - 15,843 9,746
Cost of services - 7,425 7,425 15,890
Donations 691 - 691 988
Advertising and marketing 30,251 - 30,251 29,541
Class books, materials & 63,316 - 63,316 65,936
activities
Office costs 18,364 - 18,364 19,495
Property costs 392,544 - 392,544 322,172
IT Expenses 31,954 - 31,954 42,774
Depreciation of short 23,226 - 23,226 23,700
leasehold properties
Depreciation of fixtures and -
fittings & computer 16,760 16,760 18,873
equipment -
Support Costs 42,316 - 42,316 33,242
2,156,645 7,425 2,164,070 2,004,790
upport Costs
Total funds 2024 Total funds 2023
Analysis £ £
Governance Costs
Accountants’ fees 10,800 10,800
Bank Charges 1,060 1,087
Legal & professional fees 30,456 21,355
42,316 33,242

5 Support Costs

The average number of employees during the year was as follows:

2024 2023
Average number of employees 31 29

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

6 Tangible Fixed Assets

6.1 At cost
At 01 September 2023
Additions
Disposals
Revaluations
Transfers
At 31 August 2024
6.2 Depreciation
At 01 September 2023
Disposals
Depreciation
Impairment
Transfers
At 31 August 2024
6.3 Net book value
At 01 September 2023
At 31 August 2024
Leasehold Land &
Buildings
£
1,469,797
-
-
-
-
Fixtures &
Fittings
£
Computer
Equipment
£
Total of
Assets
£
204,645
257,769
1,932,211
1,970
5,208
7,178
-
-
-
-
-
-
-
-
-
1,469,797 206,615
262,977
1,939,389
308,494
-
23,226
-
-
166,347
207,898
682,739
-
-
-
5,745
11,015
39,987
-
-
-
-
-
-
331,720 172,092
218,914
722,726
1,161,303 38,298
49,871
1,249,472
1,138,078 34,523
44,063
1,216,664

7 Debtors: Amounts falling due within one year

Prepayments & accrued income
Trade Debtors
Total funds 2024
£
Total funds 2023
£
1,520
-
459,563
-
461,083
-

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

8 Cash at bank and in hand

Cash at bank and in hand Total funds 2024
£
Total funds 2023
£
351,488
455,115
351,488
455,115

9 Creditors: Amounts falling due within one year

Taxation and social security
Other creditors
Total funds 2024
£
Total funds 2023
£
73,184
54,939
655,380
92,758
728,563
147,697

10 Creditors: Amounts falling due after one year

Other creditors Total funds 2024
£
Total funds 2023
£
402,816
426,909
402,816
426,909

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

FOR THE YEAR ENDED 31 August 2024

11 Charity funds

11.1 Details of material funds held and movements during the CURRENT reporting period

Fund names
Unrestricted funds
Restricted funds
Total
Fund
balance
brought
forward
£
Gains
Income
Expenditure
Transfer
and
losses
£
£
£
£
Fund
balance
carried
forward
£
1,125,871
1,932,530
(2,164,070)
-
-
894,331
4,110
5,415
(7,425)
2,100
1,129,981
1,937,945
(2,156,645)
-
-
896,431

11.2 Details of material funds held and movements during the PREVIOUS reporting period

Fund names
Unrestricted funds
Restricted funds
Total
Fund
balance
brought
forward
£
Fund
balance
carried
forward
£
1,506,135
1,608,636
(1,988,900)
-
-
1,125,871
-
20,000
(15,890)
-
-
4,110
Gains
Income
Expenditure
Transfer
and
losses
£
£
£
£
1,506,135
1,628,638
(2,004,790)
-
-
1,129,981

FOR THE YEAR ENDED 31 August 2024

DOLPHIN SCHOOL TRUST

NOTES TO THE FINANCIAL STATEMENT

11.3 Transfer between funds

This Year Amount £
Between unrestricted and restricted funds -
Between endowment and restricted funds -
Between endowment and unrestricted funds -
Last Year Amount £
Between unrestricted and restricted funds -
Between endowment and restricted funds -
Between endowment and unrestricted funds -

Issuer

KWSR and Co LTD

Document generated Fri, 30th May 2025 12:50:29 BST

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Petronella Van der Vliet - Signer (f4ed806046b7f150ad4de7cac03a2d95) Fri, Susan Rahman - Signer (4a0baba372c6acf6df1f0b236ba10ca3)

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