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Aldwickbury Friends Association (AFA)
Trustees, Report and Financial Statements
Year ended 31 July 2025

ALDWICKBURY FRIENDS ASSOCIATION
Trustops, Report and Flnancial Statements 2025
Contents
Page
Trustees, report:
Administrative infomation
Structure, govemance and management
Aims and activities
Achievements and performance
Financial review
Independent Examiner
Independent Examiner's report
10
Statement of financial activities
11
Balance sheet
12
Notes to the financial statements
13

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Financial Statements 2025
Trustees, Report
The Trustees of Aldwickbury Friends Association ("AFA") have pleasure in presenting their
report and financial stalenienls for the year ended 31 July 2025.
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 Statements in accordance with the
Charity Commission guidance applicable to registered charities and the Charities Act.
Administrative information
Name:
Aldwickbury Friends Association ("AFA")
Aldwickbury School
Wheathampstead Road
Harpenden
Herts
AL5 1AD
Address:
Trustees:
Mr P Symes: President
Mrs R Issott: Chair
Mrs H Crockford: Vice Chair
Miss J Hurst: Treasurer
Mrs M Pankhania: Secretary
Mr C Schanschieff
Mrs A Baxter
Mr M Evans
Mr R Gurney
Mrs C Procter
Mrs L Sidwell
Mrs R Gupta
Mrs R Charleston
Mrs L Thomson
Mrs D Stevenson
Mrs K Ogilvie
Mrs S Fuller
Mrs V Finnemore
Mrs C Lamb
Mrs K Ogilvie, Mrs S Fuller, Mrs M Pankhania, Mrs V Finnemore and Mrs C
Lamb were appointed as trustees and Mrs R Grant, Mrs F Pattison and Mrs
O Walker resigned as trustees at the start of the year.
Independent Examiner: Mrs Tanya Morris-Jones
Bankers:
Barclays Bank PLC

ALDWICKBURY FRIENDS ASSociATIoN
Trijqteos, Report ancj Flnancial Statements 2025
Sti"Iicture, goveriiaiice aiid manageiiient
Trust
Governing dociJn7ent and nienibersl?ip
Aldwickbury Friends Association is the association of friends of Aldwickbury School,
Harpenden ("the School"). It is an unincorporated association governed by a COnstitutlOn.
AFA'S membership comprises all parents 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.
Relationship with other organisations
AFA is a member of PTA UK, the national chari
England, Wales and Northem Troland.
Related paty transactions
Any related paty transactions will ￿e disclo
declare ary related paty interests and will wr
regarding any such transactions.
Pisk assessment
Recruitment and appointment of Trustees
AFA is administered by a Committee of Trustees, which comprises a President, Chair, Vice.
Chair, Secretary, Treasurer, and up to fifteen further members. Aldwickbury School may
appoint up to three members. The Board of Governors of the School may appoint One
member. The remaining members are elected from among AFA'S membership at a general
meeting for a two-year term of office. Two tems are permitted.
The Trustees consider health and safety an
event basis. producing a risk assessment doc,
Chairnan and the P-.esKlenL frE risk asse.
which is cornFleted fcr all events Crgan.￿ed
assessment Gf the evenL
Induction and training of Trustees
Trustees are provided, upon election or appointment to the Committee, with an induction pack,
which includes:
Where other crganisations are used to
assessments and public liabilty insurar,ce
Trustees.
The Constitution
Role descriptions for AFA officers
Event planning and procedures guidance
Child protection policy guidance
Donations policy
All appropriate statutory alecks. including
trustees of AF
The AFA Finan￿ F", o&ures document sel
place for manasement of tre financ;al risks
Organisational structure
A meeting of the full Committee of Trustees takes place a minimum of twice a year - once in
the autumn term and once in the summer term (known as formal meetings). 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 the
elected parent Trustees and one of the School Staff Trustees. This sub-committee meets as
necessary - at least once a term (known as informal meetings). All major decisions made by
this sub-committee are ratified at the subsequent full Committee meeting.
Aims and activities,
Charitable aims
The aim of AFA is to advan￿ the *ucat
particular by:
Bringing tcseib,er the parents. SLaff
the Schcol, through social. cultural
Fostering more extep,ded relatic
community and others asscciate
Providing facilities and equipTr,e
education of boys in the School.
Supporting the School in promoti
and awareness of the needs of ot
Events are organised by "event sub-committees" These comprise at least one Trustee, with
remaining members being members of AFA who have volunteered to be on the event su
committee.
A team of volunteer year group parent representatives is also formed annually to serve 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
Trijstees, Report ancl Financial Statements 2025
Relationship with other organisations
AFA is a niember of PTA UK, the national charity representing parent teacher associations in
England, Wales and Northern 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 events organised by AFA and which provides a comprehensive
assessment of the event.
Where other organisations are used to run, or supply services for, an event, their risk
assessments and public liability insurance documents are obtained and examined by the
Trustees.
All appropriate statutory checks, including DBS checks, are conducted as required for the
trustees of AFA.
The AFA Finance Procedures document sets 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 the parents, staff, Governors and boys interested in the wellbeing of
the School, through social, cultural and other activities.
Fostering more extended relationships between the School, parents, the local
community and others associated with the School.
Providing facilities and equipment, which support the School and advance the
education of boys in the School.
Supporting the School in promoting the boys, involvement with charitable fundraising
and awareness of the needs of others in the community.

LDWICKBURY FRIENDS ASSOCIATION
Triistees, Roport and Financial Statements 2025
Piiblic Benefit Statei7?ef?f
Tlie Tnislees Iiave ILgken dLie regard to Ilie guidance published by the Charity Commission On
public L)eiiefit.
AFA exists lo benefit tlie pupils, parents, leacliers 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 to Aldwickbury School Trusl 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 to bring together different sectlons
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 to 31 July 2025 saw AFA supporting the boys chosen charity, Dementia UK, as well
as a number of activities for individual year groups and whole school activities. Most activities
have the dual purpose of fundraising and bringing the school together. The following activities
took place:
A BMX and scooter day was held for the entire school with younger boys on scooters
and older boys on BMXS including an assembly.
The Pre-prep boys had a visit from Santa.
Second hand uniform was sold online throughout the year.
Cake sales were held for the boys on a Friday twice a term.
AFA collected winter clothing donations to give to two Luton schools with families in
need. AFA also collected Christmas gifts donated by parents to give to the children
at these schools and gifted £4,000 of supermarket vouchers.
A Christmas collection from selling pre-worn Christmas jumpers, parents wreath
making and student card making raised £500 for The Salvation Army.
A film afternoon was held for pre-prep boys.

ALDWICKBURY FRIENDS ASSOCIATION
Trijstees, Roport an(J Financial statement.s 2025
Fireworks were held for Ihe entire school and a Spring Bazaar was held with stalls
and activities across Ihe School grounds and was greatly enjoyed by Aldwickbury
families. The Bazaar is the largest fundraising event in the year.
A Quiz and a Wine Tasting event were held for parents.
The disco for boys in years 7 and 8 was held with local girls schools.
A 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
Triisteo8' Report ancj Financifil Statements 2025
Fiiiaiicicql i-eview
Tl)e. Tnjstees Iiave elected to [)repare the financial statement.s on an accruals basis.
Financial peiforniaiice
Many of the events organised by AFA are for the dual purpose of furthering one or more of
the aims of tlie Association and for generating funds, but other events, for example uniform
sales are usually held with Ihe primary purpose of fundraising.
The income generated by fundraising activities during the year totalled £65,122 (2024:
£102,640) and was the sole source of funding for the Association. Total expenditure incurred
in holding these events (included within the category of "fundraising trading costs.) was
£41,672 (2024: £65,913), giving net income from fundraising events of £23,450 (2024:
£36,727). Note this variation in net income is driven by 2024 being a record year for bazaar
profit, a ball year instead of a party (a ball traditionally makes more money) plus the BMX day
run in 2025 increased costs.
During the year AFA made total funds to be donated of £(20,007) (2024: £(18,888)). This
consists of donations to charities.
Governance expenses in the year were £(762) (2023: £(1,353)). Note the increased
governance expenses in 2024 are due to not accruing for expenses in 2022123.
Total net funds increased by £2,682 (2024: increase of £16,486).
Funds
AFA operates an unrestricted fund, which is categorised as having two components:
Unrestricted, designated funds. During the year these comprised funds raised for
other charities and projects. The funds raised are allocated to designated funds and
then either paid on to the chosen recipient charity or ring-fenced for future projects.
Total designated funds at 31 July 2025 were £6,724 (2024: £15,487).
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 the aims of AFA, at the discretion of the Trustees.
General funds at 31 July 2025 amounted to £51,621 (2024: £40,176).
Reserves
The Trustees review annually the reserves policy and the level of reserves. This review takes
into account future funding requests from Aldwickbury School Trust Limited, likely future costs
and AFA'S potential liabilities, in addition to ongoing administration costs. This review is linked
to a six-month forward financial plan.
Reserves may accumulate beyond this level if the Trustees consider it appropriate 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 the School in a period are
significantly less than net incoming resources in that period. Funding applications are

ALDWICKBURY FRIENDS ASSOCIATION
tees, Report and Financial Stat.omentS 2025
ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report and Flnanclal Statements 2025
consldered 8dmlssible if, in tlie Trustees, opinion, Ihey m8el AFA'8 aims and comply with the
donatlons policy agreed by tlie Trusleeg.
cial statements on an accruals basis.
As 8t 31 July 2025 the Trustees believe that the charity has sufficient reserves on current
projections to meel fiiture requirements.
the dual purpose of furthering one or more of
funds, but other events, for example unifomi
of fundraising.
ies during the year totalled £65,122 (2024:
or the Association. Total expenditure incurred
category of Yundraising trading costs") was
from fundraising events of £23,450 (2024:
riven by 2024 being a record year for bazaar
ionally makes more money) plus the BMX day
Independent Examiner
The Independent Examiner, Mrs Tanya MorTiS-Jones, is seeking re-election at the AGfvI.
This report was approved by the Truslees on ....
2026 8nd signed on their behalf by.
onated of £(20,007) (2024: £(18,888)). This
DATE.
2026
762) (2023: £(1,353)). Note the increased
Lruing for expenses in 2022123.
ease of £16,486).
Paul Symes
-gorised as having two components:
the year these comprised funds raised for
raised are allocated to designated funds and
lent charity or ring-fen￿d for future projects.
ere £6.724 (2024: £15,487).
ainder of the unrestricted fvnds necessary to
n against risks to AFA. The general funds are
aims of AFA, at the discretion of the Trustees.
to £51,621 (2024: £40,176).
y and the level of reserves. This review takes
kbury School Trust Limited, likely future costs
ing administration costs. This review is linked
- Trustees consider it appropriate to set funds
cale funding projects. Funds in reserves may
)ns received from the School in a period are
s in that period. Funding applications are

**ALDWICKBURY FRIENDS ASSOCIATION Trustees’ Report and Financial Statements 2025** 

## **Independent Examiner’s Report to the Trustees of Aldwickbury Friends Association (“AFA”)** 

I report on the trustees on my examination of the accounts of AFA for the year ended 31 July 2025, which are set out on pages 11 to 17. 

## **Responsibilities and basis of report** 

As the charity trustees of the Trust 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 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 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. 


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29th May _DATE ……….……..... 2026_ 

Mrs Tanya Morris-Jones _MJ Accounting Services_ 

10 



ICKBURY FRIENDS ASSOCIATION
ort and Financial Statements 2025
ALDWICKBURY FRIENDS ASSOCIATION
Trijstees, Report and Flnancial Statements 2025
stateinent of Fiiiaiicial Activities
Year to 31 July 2025
he Trustees of
AFA")
nts of AFA for the year ended 31 July
Unrestricted Unrestricted
funds:
funds:
general designated
2025
2025
Current Prior year
year total
total
for the preparation of the accounts in
011 ('the Act,).
Note
2025
2024
Incoming resources
Incoming resources from generated funds
Voluntary income
unts carried out under section 145 of
followed all the applicable Directions
b) of the Act.
Activities for generating funds
64,107
terial matters have come to my
cause to believe that in any material
1,015
65.122
102,640
Total incoming resources
64,107
1,015
Trust as required by section 130 of
65,122
102,640
Resources expended
quirements con￿mIng the form and
nts and Reports) Regulations 2008
a 'true and fair view, which is not a
iination.
Costs of generating funds
Fundraising trading costs
Charitable activities
(41,672)
(41,672) (65,913)
(20,007) (20,007) (18,888)
(762)
(1,353)
Governance costs
atters in connection with the
report in order to enable a proper
(762)
Other resources expended
Total resources expended
(42,434)
(20,007) (62,441) (86,154)
DA TE..................... 2026
Net (decrease) l increase in funds
Reallocation of funds for designated
projects
Total funds brought forward
21,673
(10,229)
(18,992)
10,229
2,681
16,486
40,177
15,487
55,664
39,178
Total funds carried forward
51,621
6,724
58,346
55,664
The notes on pages 13 to 17 form an integral part of these financial statements.
10
11

ALDWICKBURY FRIENDS ASSOCIATION
Triiqtp(J8' Roport 1in(l Financial Statements 2025
Balaiice slieet
As at 31 Jiily 2025
2025
2024
Note
Current assets
Debtors
12
500
500
Cash at bank and in hand
58,446
58,946
55,764
Total current assets
Creditors: amounts falling due wilhin one
year
Net current assets
Provisions for liabilities and charges
Net assets
56,264
13
(600)
(600)
58,346
55,664
58,346
55,664
Represented by..
Funds of the Association
Unrestricted funds:
General funds
52,086
40,176
Designated funds
Total funds
6,260
15,487
58,346
55,664
The notes on pages 13 to 17 form an integral part of these financial statements.
Approved by the Trustees on .
2026 and signed on their behalf by:
Hannelore Crockford
Paul Symes
12

ALDWICKBURY FRIENDS ASSOCIATION
Trii8tp,os' Roport an(1 Financial Statements 2025
Notes to tlie financial statements
i. Basis of pieparalion
These financial slalemenls have been prepared on the basis of historic cost, in
accordance wilh 'Accounling and Reporling by Charities
Statement of
Recommended Praclice. (SORP) 2005, wilh the provisions of Section 1A for 'Small
Enlil'ies. ofi Financial Reporting Slandard102 and wilh the Charities Act.
2. Accounting policies
The principal accounling policies are summarised below. The accounting policies have
been applied consistently Ihroughout the year.
i) Incoming resources
Incoming resources are included in the Statement of Financial Activities (SOFA) on
an accruals basis, when entitlement to the resources is established, when the
Trustees are virtually certain Ihal they will receive the resources and when the
monetary value can be measured with sufficient reliability. Where incoming
resources have related expenditure, the incoming resources 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.
40,176
iii) F ixed assets
Items of equipment with a cost of more than £1,000 and a useful life of more than
one year are capitalised and depreciated over their useful life.
15,487
55,664
iy) Stock
Stock is valued at the lower of cost and net realisable value.
3. Funds
General funds are unrestricted funds, which are available for use in furtherance of
AFA s aims at the discretion of the Trustees.
Ir behalfi by..
Designated funds comprise unrestricted funds that have been set aside by the
Trustees for particular purposes, as detailed in the Financial Review section of the
Trustees, Reporl.
es
13
12

ALDWICKBUR Y FRIENDS ASSOCIA TION
Trustees, Report and Financial Statements 2025
4. Incoming resources; voluntary income
2025
2024
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 Statement of Financial Activities. The corresponding costs of
these events are included in fundraising trading costs (Note 6). However, many of
these events are organised for the purposes of both fundraising and furthering at least
one of AFA'S four charitable aims (in particular, bringing parents, staff and boys
together at events and promoting the boys, involvement with charitable fundraising).
Pfe-
Tea
Cake
Misce//
Unrestricted Unrestricted
funds..
funds..
general designated
2025
2025
Total Prioryear
Misce//ane
such as the
2025
2024
7. Expe
Summer Ball
Summer Party
Bazaar
Fireworks
Uniform sales
Wine tasting
Disco
Quiz
Wreaths
Cake Sales
Pre-Prep Film
Christmas Cards
Christmas Jumpers
Tea Towels
Miscellaneous
59,181
20,867
9, 725
6,649
5, 704
4,895
4,567
1,741
1,365
1086
666
20,867
15,985
6,649
5, 704
4,895
4,567
2,206
1,365
1,086
666
446
147
6,260
17,048
6,172
5,300
4, 025
2,878
2,377
2,355
1,072
615
446
139
826
652
102,640
Donations to
465
SANDS
Luton schools
446
147
Salvation Anny
Donation to A/dwi
School
Total donations
540
57,805
540
65,122
7,318
Note.. £6. 725 was transfef
Inancial year
14

ALDWICKBURY FRIENDS ASSOCIATION
Trii8toes' Roport and Financifil Statements 2025
6. Fiiiidraisiiig Irad_iiig costs
Unre8trlcted Unrestrlcted
funds:
funds:
general designated
2025
2025
Total
Prior year
2025
2024
Sumnier Ball
Summer Party
Oisco
Wine tasting
Bazaar
Fireworks
Wreaths
Quiz
Pre-Prep Santa
Uniform sales
Pre-Prep Film
Tea Towels
Cake sales
Miscellaneous
(16,517)
(4,160)
(3,663)
(3,466)
(3,210)
(1,186)
(713)
(226)
(110)
(25)
(50,253)
(16,517)
(4,160)
(3,663)
(3,466)
(3,210)
(1,186)
(713)
(226)
(110)
(25)
(3,140)
(3,376)
(2,211)
(2,970)
(1,923)
(283)
(279)
(191)
(20)
(359)
(30)
(2,232)
(67,267)
(8,396)
(41,672)
(8,396)
(41,672)
Miscellaneous spend in 2025 includes purchase of branded coffee cups to sell at events
such as the school bazaar (£3,370) and the BMX and Scooter day (£4,170)
7. Expenditure on charitable activities
Unrestricted
funds:
General
2025
Unrestricted
funds:
designated
2025
Total Prior year
2025
2024
Donations to charities:
SANDS
(7,812)
(3,970)
(550)
(7,675)
(7,812)
(3,970)
(3,975)
(550)
(1,000)
(7,675) (13,913)
Luton schools
Salvation Army
Donation to Aldwickbury
School
Total donations
(20,007)
(20,007) (18,888)
Note: £6,725 was transfered to the boys chosen charity, Dementia UK in 2025126
financial year
15

ALDWICKBURY FRIENDS ASSOCIATION
Trustees, Report a.nd Financial Statements 2025
8. Governance costs
2025
2024
Membership of PTA UK
(162)
(153)
Independent Examiner
(600)
(1,200)
Totals
(762)
(1,353)
Note: Costs for independent examiner in 2024 is for two years as not accrued in
2022123
9. Other resources expended
2024
2024
Other
Totals
10. Trustees, expenses and emoluments
The Trustees received no emoluments during the year (2024: £nil). Expenses may be
reimbursed when it is necessary for a Trustee, on behalf of AFA, to pay for goods or
services required for fundraising activities or for the administration and governance of
AFA.
Expenses were reimbursed to Trustees during the year as follows:
Number of Trustees
reclaiming
2025
Total cost Number of Trustees
reclaiming
2024
Total cost
2025
2024
No.
No.
(9,143)
(12,687)
11. Related party transactions
16

ALDWICKBURY FRIENDS ASSOCIATION
Trijstoes, Report and Financial Statements 2025
There were no related parly Iransactions during the year.
12. Debtors
2025
2024
Prepayment for 2024135 event
500
500
Totals
500
500
13. Creditors
Amounts falling due within one year:
2025
2024
Creditors due within one year
600
600
Totals
600
600
17