AL
Aldwickbury Friends Association (AFA)
Trustees, Report and Financial Statements
Year ended 31 July 2023

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
Contents
Page
Trustees, report:
Administrative information
Structure, governance and management
Aims and activities
Achievements and performan
Financial review
Independent Examiner
Independent Examiner's report
10
Statement of financial activitles
Balance sheet
12
Notes to the financial statements
13

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Flnanclal Statements 2023
Trustees, Report
The Trustees of Aldwickbury Friends Association {"AFA") have pleasure in presenting their
report and financial statemenls for the year ended 31 July 2023.
Aldwickbury Friends Association was established on 28 February 2012. It was registered as
a charity with the Charity Commission for England and Wales (the "Charity Commission") on
30 December 2013. AFA'S charity registration number is 1155137.
The Trustees have prepared their Report and Financial Statemer)ts in accordan￿ with the
Charity Commission guidance app5icable to registered charities and the Charities Act.
Administrative information
Name:
Aldwickbury Friends Association I'AFA")
Aldwickbury School
Wheathampslead Road
Harpenden
Herts
AL5 1AD
Address..
Trustees..
Mr P Symes.. President
Mrs R Issott". Chair
Mrs F Forster.. Treasurer
Mrs R Grant: Secretary
Mr C Schanschieff
Mrs A Baxter
Mrs J Marriott
Mrs C Qualtrough
Mrs K Wenn
Mr M Evans
Mrs H Finnie
Mr R Gurney
Mrs C Procter
Mrs L Sidwell
Mrs R Gupta
Mrs L Sidwell and Mrs R Gupla were appointed as Injslees and Mrs J-M
Franklin and Mrs N Raghavjee resigned as trustees at the start of the y&ar.
Independent Examiner: Mrs Tanya Morris-Jones
Bankers=
Barclays Bank PLC

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
Structure, governance and management
Governing document and membership
Aldwickbury Friends Association is the association of friends of Aldwickbury School,
Harpenden I'the School.). It is an unincorporated association govemed by a constitution.
AFA'S membership comprises all parenls and guardians of pupils at Aldwickbury School, all
staff at the School and the School's Governors. Other persons wishing to offer help or support
to the School may also be admitted to membership.
Recruitment and appointment of Trustees
AFA is administered by a Committee of Trustees, which comprises a President, Chair. Vice-
Chair, Secretary, Treasurer, and up lo fifteen further members. Aldwickbury School may
appoint up to three members. The Board of Governors of Ihe School may appoint one
member. The remaining members are elected from among AFA'S membership at a general
meeting for a ￿0-year term of offi￿.
Induction and trainlng of Trustees
Trustees are provided. upon election or appointment to the Committee. with an induction pack,
which includes=
The Constitution
Role descriptions for AFA officers
Event planning and procedures guidance
Child protection policy guidance
Donations policy
Organlsational structure
A meeting of the full Committee of Trustees takes place a minimum of ￿lce a year - once in
the autumn temi and once in the summer lerm (known as formal meelingsl. The detailed
planning of AFA'S programme of activities and management of administrative matters is
performed on behalf of the Committee of Trustees by a sub-committee comprising all Ihe
elected parent Trustees and one of the School Staff Trustees. This sub-committee meels as
necessary - at least On￿ a temi {known as infom)al meetings). All major decisions made by
this sub-committee are ratified al the subsequent full Committee meeting.
Events are organised by "event sub-committees. These comprise at least one Trustee, with
remaining members being members of AFA who have volunteered lo be on the event sub-
committee.
A team of volunteer year group parent representatives is also formed annually to se￿e for a
school year. This team provides a communication link between the Trustees and AFA'S
membership amongst parents in all the year groups and supports the Trustees in carrying out
the aims of AFA.

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
Relationship with other oryanlsations
AFA is a member of PTA UK, the national charity representing parent teacher associations in
England, Wales and Northem Ireland.
Related party transactions
Any related party transactions will be disclosed in the Financial Statements. Trustees will
declare any related paty interests and will withdraw from discussions and decision-making
regarding any such transactions.
Risk assessment
The Trustees consider health and safety and child protection risks in detail on an event-by-
event basis, producing a risk assessment document for each event, which is signed off by the
Chairman and the President. The risk assessment is part of an extensive event checklist.
which is completed for all evenls organised by AFA and which provides a comprehensive
assessment of the event.
Where other organisalions are used lo run, or supply services for. an event, their risk
assessments and public liability insurance documenls are obtained and examined by the
Trustees.
All appropriate statutory checks, including DBS checks, are conducled as required for the
Iruslees of AFA.
The AFA Finance Procedures document sels out the procedures, which the Trustees have in
place for management of the financial risks to which AFA may be exposed.
Aims and activities
Charitable aims
The aim of AFA is to advance the education of boys in Aldwickbury School, Harpenden, in
particular by:
Bringing together Ihe parents, staff, Governors and boys inlerested in the wellbeing of
the School, through social, cultural and other activities.
Fostering more extended relalionships be￿een the School, parents, the local
community and others associated wilh the School.
Providing facilities and equipment, which support the School and advan￿ the
education of boys in the School.
Supporting the School in promoting the boys, involvement with charitable fundraisin9
and awareness of the needs of others in the community.

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
Public Benefit Statement
The Trustees have tsken due regard to the guidance published by Ihe Charity Commission on
public benefit.
AFA exists to benefit the pupils, parents, teachers and other members of the wider School
community of Aldwickbury School. The beneficiary of funds raised by AFA is Aldwickbury
School Trust Limited, unless funds are raised for a specified external charity as part of AFA'S
aim of promoting the boys, involvement with charitable fundraising. Monies or goods are
donated lo Aldwickbury School Trust Limited at the discretion of AFA'S Trustees and in
accordance with AFA'S aim of advancing the education of boys in the School.
Summary of main activities
The main activities of AFA are:
hosting a range of social, cultural and other activities lo bring together different sections
of the Aldwickbury School community;
supplementing the School's programme of new parent events by holding welcome
coffee mornings for those parents joining the School in years which are not the main
stages of new pupil intake-,
holding cake sales.,
selling second hand uniform to parents..
working with the School in providing pupils with opportunities to be involved with
supporting charities by fundraising and other activities-,
supporting the School at occasional special events.
Achievements and performance
Events
The year lo 31 July 2023 saw AFA fundraising for a wildlife garden as well as supporting the
boys chosen charity. Herts Wildlife Trust.
AFA sought to organise a number of aclivities for individual year groups as well as whole
school activities. Most activities have the dual purpose of fundraising and bringing the school
together. The following activities took place:
The Pre-prep boys had a visit from Santa.
Second hand uniform was sold online throughoul the year.
Cake sales were held for the boys on a Friday ￿lce a term.
AFA collecled winter clothing donations to give lo I￿0 Luton schools with families in
need. AFA also collected Christmas gifts donated by parents to give to the children
at these schools and gifted £4,575 of supermarket vouchers.
A fllm afternoon was held for pre-prep boys.
Fireworks were held for the entire school for the first year and a Spring Bazaar was
held with slalls and activities across the School grounds and was greatly enjoyed by
Aldwickbury families. The Bazaar is the largest fundraising evenl in the year.
Specific events were held for different age groups including a Bushcraft evenl Lazer
Tag, and a Pottery wort(shop.

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
A Quiz and a Wine Tasting event were held for parents.
The dlsco for boys in years 7 and 8 was held with local girls schools.
An informal Summer party was held for parents.
The Trustees are very grateful for the support given to AFA by parents and staff in organising
and running these events.

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
Financial review
The Trustees have elected to prepare the financial statements on an accruals basis.
Financial performance
Many of the events organised by AFA are for the dual purpose of furthering one or more of
the aims of the Associalion and for generating funds, but other events, for example uniform
sales are usually held with the primary purpose of fundraising.
The income generated by fundraising activities during the year totalled £72.722 12022=
£89,249} and was the sole source of funding for the Association. Totsl expenditure incurred
in holding these events (included within the category of 'fundraising trading costs.) was
£77.571 12022.. £70.329), giving net expenditure from fundraising events of £{4,849) (2022..
£18,920). Additionally, voluntary inwme of £nil (2021: £nill was received.
During the year AFA made total funds to be donated of £{5,980)12022: £17,530)). Donations
made to charities arose from net income generated by events where pupils participate in
fundraising activities.
Governan￿ expenses in the year were £1140)12022= £1128)).
Total net funds decreased by £(10.969)12022: increase of £11,2621-
Funds
AFA operales an unrestricted fund, which is categorised as having components..
Unrestricted, designated funds. During Ihe year these wmprised funds raised for
other charities and projects. These funds arise from events where pupils participate in
fundraising activities. The funds raised are allocated to designated funds and then
either paid on to the chosen recipient charity or ring-fenced for futurè projects. Total
designated funds at 31 July 2023 were nil (2022.. £26,600).
General funds. These comprise the remainder of the unrestricted funds necessary to
fund ongoing costs and provide protection against risks to AFA. The general funds are
available for use in furthering any of Ihe aims of AFA. at the discretion of the Trustees.
General funds at 31 July 2023 amounted to £39,17812022: £23,546).
Reseryes
The Trustees review annually Ihe reseNes policy and the level of reserves. This review lakes
into account future funding requests from Aldwickbury School Trusl Limiled, likely future costs
and AFA'S potential liabililies, in addition to ongoing administration costs. This review is linked
to a six-month fotward financial plan.
Reserves may accumulale beyond this level if the Trustees consider it appropriale to set funds
aside for the purposes of possible future large-scale funding projects. Funds in reserves may
also accumulate if admissible funding applications received from Ihe School in a period are
significantly less than net incoming resources in that period. Funding applications are

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
considered admissible if, in the Trustees, opinion, they meet AFA'S aims and Comply with the
donations policy agreed by the Truslees.
As at 31 July 2023 the Trustees believe that the charity has sufficient rese￿e$ on current
projections to meet future requirements.
Independent Examiner
The Independent Examiner, Mrs Tanya Morris-Jones, is seeking re*lection at the AGM.
This report was approved by the Trustees on 2024 and signed on their behalf by..
2o/S/
DATE..................... 2024
Paul
ymes

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
Independent Examiner's Report to the Trustees of
Aldwickbury Friends Association ("AFA")
I report on the trustees on my examiriation of the accounts of AFA for the year ended 31 July
2023, which are set out on pages 11 to 17.
Responsibilities and basis of report
As the charity truslees of the Trust you are responsible for the preparalion of the accounts in
accordan￿ with the requirements of the charities Act 2011 I'lhe Acl,).
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 Chariiy Commission under section 14515)Ib) of the Act.
Independent examinerfs 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..
11 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 Ihe 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 accounls to be reached.
OATE..... ...22IQ.5... 2024
Mrs Tanya Morris-Jones
MJAccountAng SeThices
io

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
Statement of Financial Activities
Year to 31 July 2023
Unrestricted Unrestricted
funds:
funds:
general designated
2023
2023
Current Prior year
year total
total
2023
2022
Note
Incoming resources
Incoming resources from generated funds
Voluntary income
Activities for generating funds
72,722
72,722
89,249
Total incoming resources
72,722
72,722
89,249
Resources expended
Costs of generating funds
Fundraising trading costs
Charltable activities
177,5711
177,571) (70.3291
(5,9801
(7.530)
{1401
(128)
15,980)
(140)
Governance costs
Other resources expended
Total resources expended
{77,571)
(6,120) 183,6911 177.987)
Net (decrease) l increase in funds
Reallocation of funds for designated
projects
Total funds brought forward
(4,849)
(6,120
{6,120) (10.969>
6,120
11,262
50,146
50.146
38,884
Total funds carried fonKard
39,178
39,178
50,146
The notes on pages 13 to 7 7 form an integral part of these financial statements.
li

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
Balance sheet
As at 31 July 2023
2023
2022
Note
Current assets
Deblors
12
Cash at bank and in hand
39,178
66.332
Total current assets
39.178
66,332
Creditors= amounts falling due within one
year
Net current assets
13
{16,1861
39,178
50,146
Provisions for liabilities and charges
Net assets
39,178
50.146
Represented by."
Funds of the Association
Unrestricted funds:
General funds
39,178
23,546
Designated funds
Total funds
26,600
39.178
50,146
The notes on pages 73 to 17 fomi an integral part of these financial statements.
Approved by the Trustees on
2024 and signed on their behalf by:
Rosalind Issott
I Symes
12

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
Notes to the financial statements
1. Basis of preparatlon
These financial statements have been prepared on the basis of historic cost, in
accordance with 'Accounting and Reporting by Charities
ststement of
Recommended Practi￿. ISORPI 2005, with the provisions of Section 1A for "Small
Entities" of Financial Reporting Standard 102 and with the Charities Act.
2. Accounting policies
The principal accounting policies are summarised below. The accounting policies have
been applied consistently throughout the year.
l) Incoming resources
Incoming resources are included in the Statement of Financial Activilies (SOFA) on
an accruals basis, when entitlement to the resources is established. when the
Trustees are virtually certain that Ihey will receive the resources and when the
monetary value G3n be measured wilh sufficient reliability. Where incoming
resources have related expenditure. the incoming reSoUr￿S and related
expenditure are reported gross within the SOFA.
ii) Resources expended
Resources expended are recorded on an accruals basis in the period in which an
obligation to pay has been established.
iiil Fixed assets
Items of equipment wilh a cosl of more than £1.000 and a useful life of more than
one year are capitalised and deprecialed over their useful life.
iv> Stock
Stock is valued at the lower of cost and net realisable value.
3. Funds
General funds are unrestricted funds, whiGh are available for use in furtherance of
AFA'S aims at the discretion of the Truslees.
Designated funds comprise unrestricted funds that have been set aside by the
Trustees for particular purposes, as detailed in the Financial Review section of Ihe
Trustees, Report.
13

ALDWICKBURY FRIENDS ASSOCIATION
Trustees. Report and Financial Statements 2023
4. Incoming resources: voluntary income
2023
2022
Other voluntary donations
5. Incoming resources: activities for generating funds
All events, which generate fundraising income, are included under 'activities for
generating funds" in the Stalemenl of Financial Activities. The corresponding costs of
these events are included in fundraising trading costs (Note 61. However, many of
these events are organised for the purposes of bolh fundraising and furthering al least
one of AFA'S four charitable aims lin particular, bringing parents, staff and boys
together al events and promoting the boys, involvement with charitable fundraising).
Unrestricted Unrestrlcted
funds:
funds:
general
designated
Total
Prior year
2023
2023
2023
2022
Summer Party
Bazaar
Uniform sales
Wine tasling
Fireworks
Disco
Cake Sales
Quiz
Laser Tag
Secret Santa
Bushcraft
Pottery
Winter clothing collectior)
Dragon ride (cancelled event)
Wildlife garden
Lego engineering
Pre-prep film aftemoon
Heartwood Glass workshop
Miscellaneous
29,513
14,156
8,295
4,290
4,047
2,785
1,707
1.705
331
315
295
241
29,513
14,156
8,295
4,290
4,047
2,785
1,707
1,705
331
315
295
241
51,103
11,185
4,982
2,300
2,430
1,027
960
3,345
2,901
1,096
565
260
165
6,931
89,249
5,041
72,722
5.041
72,722
14

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
6. Fundraising tradlng costs
Unrgstricted Unrestrlcted
funds:
funds..
general designated
2023
2023
Total
Prior year
2023
2022
Summer Party
Bazaar
Uniform sales
Wine tasting
Fireworks
Disco
Cake sales
Quiz
Lazer Tag
Secrel Santa
Bushcraft
Pottery
Winter clothing l Lulon schools
Wildlife Garden
Dragon ride (cancelled event)
Lego engineering
Hear￿00d Glass workshop
Pre-prep film afternoon
MIS￿lIaneOUS
123,4561
{3,3051
1686)
13,550)
12,366)
(2,4661
(23,4561
13,3051
16861
13,5501
(2,366)
{2,466)
143,3411
{3,1671
(69)
12,165)
11,773)
181
(2191
12111
11,324)
1560)
13501
(3931
(4,5751
15,1871
12111
11.3241
(560)
(350)
(3931
14.5751
15,1871
1201)
(1,4001
{1,0001
{2,901)
11,060)
14601
1351
112,5301
(70,3291
129,142}
(77.571)
(29.142)
{77.571)
7. Expendilure on charltable activities
Unrestrlcted
funds..
General
2023
Unrestricted
funds:
deslgnated
2023
Tolal Prlor year
2023
2022
Donations to Gharities=
Herts Wildlife Trust
(5,980)
{5,980)
Hospice of St Francis
Total donations
(7.5301
15.9801
(5,980)
17,5301
Total expenditur8 on
charitable activities
{5,980)
(5,9801
17,530)
15

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Flnancial Statements 2023
8. Governance costs
2023
2022
Membership of PTA UK
(140)
(1281
Totals
(140)
{1281
9. Other resources expended
2023
2022
Other
Totals
10. Trustees, expenses and emoluments
The Truslees received no emoluments during the year {2021: £nil). Expenses may be
reimbursed when it is necessary for a Trustee, on behalf of AFA, to pay for goods or
seNices required for the administralion and governance of AFA.
Expenses were reimbursed lo Trustees during the year as follows..
Number of Trustees
reclaimlng
2023
Total cost Number of Trustees
rgclaiming
2022
Total cost
2023
2022
No.
No.
(9.6931
18.6791
11. Related party transactions
There were no related paty transactions during the year.
16

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2023
12. Debtors
2023
2022
other debtors
Totals
13. Creditors
Amounts falling due within one year..
2023
2022
Creditors due within one year
116,186)
Totals
{16,1861
InGSuded in 2022 creditors above is £16.134 of costs which have not yet been
reimbursed to Aldwickbury School.
17