## **Trustees’ Annual Report for the period**
**From 01/07/2023 Period start date To 30/06/2024 Period end date**
**Charity name: St Joseph’s Convent Secondary School Ex pupils Association Charity registration number: 1149886**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Supporting the staff and present pupils of
the school, morally and financially;
To create and participate in activities that
will generate funds for the advancement of
education.
To assist and support the school authorities
in maintain the high standards of the
school.
To help with the procurement of
equipment/materials which will benefit all
pupils, e.g.: laboratory and library
equipment.
Maintain a good relationship among ex-
pupils and strengthen the link between the
association and the school.|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|Fundraising is back in full flow kickstarted
with the association’s Annual Luncheon
Sale on Saturday 15thSeptember 2023
which was very well-attended. This was
followed by our Annual Charity Dinner &
Dance on Saturday 2ndDecember and it
was a sold-out event.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|When reviewing SJSS Old Girls
Association aims and objectives, the
Trustees have referred to the Charity
Commission’s general guidance on public
benefit. The guidance is consulted in
carrying out our activities, for example
those pertaining to fund raising. The
trustees consider how planned activities will
contribute to the Association’s aims and
objectives.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|The charity does not offer grants to any
individual or institution. The charity did not
receive any funding from the Government|
|||or other agency. Our funds are generated
from fundraising activities held during the
year.|
|---|---|---|
|Policy on social investment
including program related
investment|Para 1.38|**N/A**|
|Contribution made by
volunteers|Para 1.38|Financial contributions were made by
members towards functions. Food, drinks
and raffle tickets were sold at Luncheon
Sale. The same applies to the Dinner &
Dance.|
|Other||Stakeholder consultations at the school|
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|A Scholarship & Mentor Program was
originally set up to benefit 10 pupils of the
school. Due to the number of applicants,
the Association decided to increase the
number of scholarships. This has caused a
delay in the implementation of the program.
Members have volunteered to mentor
pupils. The vetting process had been
completed with 11 pupils selected to be
recipients of the scholarship. The estimated
start date would be September 2025, at the
start of the academic year.|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|
Achievements against
objectives set|
Para 1.41|
Funds have been carried over to the
financial year and ringfenced to be
disbursed towards the Scholarship &
Mentor programme.|
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|Objective to increase income versus prior
year was achieved.|
|Investment performance
against objectives|Para 1.41||
|---|---|---|
|Other|||
## **Financial Review**
|Review of the charity’s
financial position at the end
of the period|Para 1.21|Performed by an Independent Examiner.
See report.|
|---|---|---|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held in the savings account
for any emergency expenditure.|
|Amount of reserves held|Para 1.22|£49,757|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|The association’s primary means of
generating funds is through fundraising.
The rest of the income comes from
donations made by members and the
public.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|**N/A**|
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Unincorporated Association.|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|The trustees are elected by the members of
the association at the annual General
Meeting. The association is managed by an
elected executive body.|
## **Additional information (optional)**
## You may choose to include further statements where relevant about:
|
Policies and procedures
adopted for the induction
and training of trustees|
Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|The association is an independent UK
charity. It is a membership organisation
with an elected Executive and Trustees|
|Relationship with any
related parties|Para 1.51|The Association continues to collaborate
with other Alumni chapters in the United
States and Sierra Leone**.**|
|Other|||
## **Reference and Administrative details**
|Charity name|St Joseph’s Secondary School Old Girls Association|
|---|---|
|Other name the charity uses|St Joseph’s Ex-Pupils Association (UK Branch)|
|Registered charity number|1149886|
|Charity’s principal address|71 Sycamore Road
Strood
Rochester
Kent
ME2 2PH|
|||
## **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 (ifany)**|
|---|---|---|---|---|
||Akua Leigh-Williams|President||Membershipat election|
||Sandra Floode|Trustee||Membershipat election|
||Lanza Wilson|Trustee||Membershipat election|
||Susan Nicholls|Trustee||Membershipat election|
||Esther Adenuga|Trustee||Membershipat election|
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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 held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for 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 Name Address adviser**
## **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)**
**Full name(s)** Akua Leigh-Williams ~~ee~~ **Position (eg Secretary, Chair, etc)** ~~ee~~ President **Date** 02/05/2025 ~~|p~~
# **St Joseph’s Secondary School Old Girls Association Registered charity number 1149886**
**DIRECTORS REPORT**
**AND**
**ACCOUNTS FOR THE PERIOD FROM 1 JULY 2023 TO 30 JUNE 2024**
**St Joseph’s SS Old Girls Assoc. Accounts for the period from 1 July 2023 to 30 June 2024**
Charity Name St Joseph’s Secondary School Old Girls Association Charity Registration number 1149886 **Independent Examiner** Desmond John FCCA 92 Burdetts Road, Dagenham, Essex, RM9 6XY **Banker** HSBC Bank 56 Tooting High Street, Tooting, London, SE17 0RN
**Independent examiner’s report to the trustees of St Joseph’s Convent Secondary School Ex Pupils Association**
I report to the trustees on my examination of the accounts of the St Joseph’s Convent Secondary School Ex pupils Association for the year ended 30 June 2024 which are set out on pages 11 to 14.
## **Responsibilities and basis of report**
As the charity trustees of the St Joseph’s Convent Secondary School Ex pupils Association, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).
I report in respect of my examination of the St Joseph’s Convent Secondary School Ex pupils Association 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 examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or
2. the accounts do not accord with those records; or
3. the accounts do 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.
Signed:
Name: Desmond John FCCA Date: 2 May 2025
## **St Joseph’s SS Old Girls Assoc. Statement of Financial Activities For the period from 1 July 2023 to 30 June 2024**
||**Unrestricted**|**Restricted**|**Total Funds**|**Total Funds**|
|---|---|---|---|---|
||**Funds Period**|**Funds Period**|**Period Ended**|**Period Ended**|
||**ended**|**ended**|**30 June**|**30 June**|
||**30 June 2024**|**30 June 2024**|**2024**|**2023**|
||**£**|**£**|**£**|**£**|
|**Incoming Resources (note 3)**|||||
|Voluntary income|44,456|2,210|46,666|20,062|
|Investment income|312|-|312|80|
|**Total incoming resources**|**44,768**|**2,210**|**46,978**|**20,142**|
|**Resources Expended (note 4)**|||||
|Charitable actvites|31,000|776|31,776|13,989|
|**Total resources expended**|**31,000**|**776**|**31,776**|**13,989**|
|**Net movement in funds**|**13,768**|**1,434**|**15,202**|**6,153**|
|**Reconciliaton of funds**|||||
|Total funds brought forward|35,989|4,025|40,014|33,861|
|Add: movement in fund|13,768|1,434|15,202|6,153|
|**Total funds carried forward**|**49,757**|**5,459**|**55,216**|**40,014**|
**St Joseph’s SS Old Girls Assoc. Balance Sheet as at 30 June 2024**
||30 June 2024|30 June 2023|
|---|---|---|
||£|£|
|**Fixed Assets**|-|**-**|
|**Current Assets**|||
|Debtors|**-**|-|
|Cash at bank and in hand (Note|||
|5 and 6)|55,216|40,014|
|**Total Current Assets**|**55,216**|**40,014**|
|**Liabilities**|||
|Creditors falling due within one|||
|year|-|-|
|**Net Assets**|**55,216**|**40,014**|
|**Funds of the charity**|||
|Unrestricted Funds (Note 5)|49,757|35,989|
|Restricted Funds(Note 6)|5,459|4,025|
|**Total Funds**|**55,216**|**40,014**|
For the year ending 30 June 2024, the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
- The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476,
- The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies’ regime.
## Chair Akua Leigh-Williams
Date: 2[nd] May 2025
## **St Joseph’s SS Old Girls Assoc.**
## **Notes to the Accounts**
## **Note 1: Accountng Policies**
The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the period.
## Basis of Accountng
The financial statements 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 Standards applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) – (Charities SORP (FRS 102)) and the Charities Act 2011.
## Fund Accountng
Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity. Restricted funds are subjected to restrictions on their expenditure imposed by the donor.
## Incoming resources
All incoming resources are recognised once the charity has entitlement to the resources, it is certain that the resources will be received and the monetary value of incoming resources can be measured with sufficient reliability.
Grants and donations are included in the SoFA when the charity has unconditional entitlement to the resources and incoming resources from tax reclaims are included at the same time as the gift to which they relate.
Investment income is included when receivable.
## Resources expended
Expenditure is recognised on an accrual basis as a liability is incurred.
Costs of generating funds are those costs incurred in attracting voluntary income.
Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its members. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature to support them.
Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include independent examination fees and costs linked to the strategic management of the charity.
All costs are allocated between the expenditure categories of the SoFA on a basis designed to reflect the use of the resource. Costs relating to a particular activity are directly allocated.
**Fixed Assets**
No fixed assets are owned by the charity
## **Note 2: Trustees Remuneraton**
No remuneration was paid to the trustees in the 12 month period ended 30 June 2024.
|||**Total Funds**|**Total Funds**|||**Total Funds**|
|---|---|---|---|---|---|---|
|||**12 month period**|**ended**|
**12**|**month period ended**||
|||**30 June 2024**||||**30 June 2023**|
|||**£**||||**£**|
|**Note 3: Analysis of incoming**|**resources**||||||
|Voluntary Income:|||||||
|Unrestricted donatons||44,456||||16,330|
|Restricted donatons||2,210||||3,732|
|Investment income:|||||||
|Bank interest||312||||80|
|||**46,978**||||**20,142**|
|**Note 4: Analysis of resources**||**12 month period**|||**12 month period**||
|**expended**||**ended 30 June**|**2024**|**ended 30 June 2023**|||
|General Administraton||215||||162|
|Fund Raising Events||21,580||||4,495|
|Accountng Costs||-||||-|
|Charitable Expenditure||9,981||||9,332|
|**Total**||**31,776**||||**13,989**|
|**Note 5: Unrestricted Fund**||**Main Current**|**Savings**|||**Total (£)**|
|||**Account**|**Account (£)**|||**2024**|
|Balance as at 1 July 2023||25,212|10,777|||35,989|
|Receipts during year||44,456|313|||44,769|
|Expenditure during year||(31,001)||-||(31,001)|
|Transfers between accounts||(20,000)|20,000|||-|
|**Balance as at 30 June 2024**||**18,667**|**31,090**|||**49,757**|
|**Note 5: Restricted Fund**|**At 1 July**|**Income**|**Expenditure**|||**At 30 June**|
||**2023**|||||**2024**|
|Goodwill|4,025|2,210|776|||5,459|
|Building Development|---|---|---|||---|
|**Total incoming resources**|**4,025**|**2,210**|**776**|||**5,459**|
## **Goodwill Fund**
The income is from contributions from members, and it is used for payment to members who suffer bereavement, celebrate birthdays and other similar purposes.