**Friends of Waverley Abbey** 


## **Trustees’ Annual Report for the period** 

**From 1st september 2024 To 31st August 2025** 

## **Charity name: Friends of Waverley Abbey (FOWA)** 

## **Charity registration number: 1148144** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|**To fundraise and provide additional**<br>**resources to the school to advance**<br>**learning and create a better learning**<br>**environment.**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Seasonal event such as fetes, fireworks**<br>**Film nghts**<br>**Tuck shop**<br>**Sweepstakes**<br>**Non uniform days**<br>**Competitions**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**All trustees followed the guidance of the**<br>**charity commission to undertake the**<br>**fundraising to benefit the public and**<br>**school community**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making 




**----- Start of picture text -----**<br>
Para 1.38<br>Policy on social investment<br>including program related<br>investment<br>Para 1.38<br>Contribution made by<br>volunteers<br>Other<br>**----- End of picture text -----**<br>


## **Achievements and Performance** 

SORP reference **Main achievements - the building of “the hive” school building to create a learning space for** Summary of the main **Elsa and Sen children.** achievements of the charity, identifying the difference the Para 1.20 charity’s work has made to the circumstances of its **-Furnishing the hive building with SEN items** beneficiaries and any wider benefits to society as a whole. 



|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|**Additional information (optional)**<br>You may choose to include further statements where relevant about:|
|---|---|---|
|Achievements against<br>objectives set|Para 1.41|**-  ran a competition to have FOWA logos**<br>**and branding made by children**|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**The charity has the necessary fund that**<br>**we set out to raise in order to contribute**<br>**to the new school building.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We need a float to run small stalls and**<br>**sales**|
|Amount of reserves held|Para 1.22|**£100**|
|Reasons for holding zero<br>reserves|Para 1.22|**To have available change for small sales**<br>**and stalls**|
|Details of fund materially in<br>deficit|Para 1.24|**none**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**none**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>The charity’s principal<br>sources of funds (including<br>any fundraising)|<br>Para 1.47||
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||





Other

## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Charity Constition**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**As a new charity we were in the process**<br>**of writing the constitution which we are**<br>**basing on parentkinds consition.**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Trustees are selected by self nomination**<br>**which then goes to a vote.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|<br>Policies and procedures<br>adopted for the induction and<br>training of trustees|<br>Para 1.51||
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||





Other 

## **Reference and Administrative details** 

|Charity name|Friends of Waverley Abbey|
|---|---|
|Other name the charity uses|FOWA|
|Registered charity number|1148144|
|Charity’s principal address|Waverley Abbey Junior School,<br>Tilford Street<br>Farnham, Surrey<br>GU10 2AE|





**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates**<br>**acted if**<br>**not for**<br>**whole**<br>**year**<br>**Name of person (or body)**<br>**entitled to appoint trustee**<br>**(if any)**|**Dates**<br>**acted if**<br>**not for**<br>**whole**<br>**year**<br>**Name of person (or body)**<br>**entitled to appoint trustee**<br>**(if any)**|
|---|---|---|---|---|
||Sophie Southwood|Chair|||
||Annie Nunn|Chair|||
||Rebecca Marshall|Trustee|||
||Kerri Constable|Treasurer|||
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## – Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 



## **Funds held as custodian trustees on behalf of others** 

Description of the assets Float held in this capacity Name and objects of the All Trustees charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Float is kept in a steel cupboard on the school grounds safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

**Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 



## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees Signature(s)** S Southwood **Full name(s)** S Southwood **Position (eg** Chair **Secretary, Chair, etc) Date** 23/06/2026 

