Trustees' Annual Report for the period
| Period start date | Period start date | Period end date | Period end date | ||||
|---|---|---|---|---|---|---|---|
| 01 | Sep | 2021 | 31 | Aug | 2022 | ||
| From | To |
Section A Reference and administration details
Charity name FRIENDS OF RUTHERFORD HOUSE SCHOOL Other names charity is known by FRHS Registered charity number (if any) 1157236 Charity's principal address 217 Balham High Road Balham London Postcode SW17 7BQ
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee any) |
(if |
|---|---|---|---|---|---|
| CATHERINE KING | CO-TREASURER | ||||
| KATE DE WALLE | CO-TREASURER | ||||
| ROSS RENOWDEN |
CHAIR | ||||
| JUDITH HAMILTON |
SECRETARY | ||||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Name of chief executive or names of senior staff members (Optional information) | ||
TAR
June 2022
1
Section B Structure, governance and management
Description of the charity’s trusts
CONSTITUTION Type of governing document
- (eg. trust deed, constitution)
PARENT TEACHERS’ ASSOCIATION How the charity is constituted
- (eg. trust, association, company)
ELECTED AT AGM Trustee selection methods
- (eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
-
policies and procedures adopted for the induction and training of trustees;
-
the charity’s organisational structure and any wider network with which the charity works;
-
relationship with any related parties;
-
trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Summary of the objects of the charity set out in its governing document
The charity is a Parents & Teachers’ Association. It’s main aim is the funding of additional facilities, resources, and equipment for Rutherford House School. The primary sources of income is through school fundraising activities and some external sponsorship
TAR
June 2022
2
The Trustees of the Friends of Rutherford House School have had, and continue to have, regard to the guidance issued by the Charity Commission on public benefit. Namely, the purpose of this charity is the 'Advancement of Education' through support of the work of Rutherford House School.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
Additional details of objectives and activities (Optional information)
You may choose to include further statements, where relevant, about:
-
policy on grantmaking;
-
policy programme related investment;
-
contribution made by volunteers.
TAR
June 2022
3
Section D Achievements and performance
Summary of the main achievements of the charity during the year
As the restrictions of COVID 19 were lifted FRHS was able to resume with some of its main fundraising events, namely the Spring Fling Auction evening and the Summer Fair.
Funds raised this year and those already held in the bank account were used to purchase a new Multi Use Games Area MUGA at a cost of £25,000. Despite this being a large outlay of funds there remains a healthy balance in the bank account to ensure that our ongoing commitments towards Pupil Premium funding of school trips, and contribution to Music, PE, books and IT across the school can be continued.
The balance of unused funds raised this year have been kept as a reserve for the years ahead.
There is a natural turnover of trustees as parents leave the school or have dedicated significant time and effort. The trustees focus is to promote the PTA to new parents and the wider school community and to help people feel involved. The coming year we expect to increase the committee size to ensure good handover and sharing of roles and responsibilities.
TAR
June 2022
4
Section E Financial review
Brief statement of the charity’s policy on reserves
The charity balances shorter term funding with longer term projects. This ensures sufficient cash is held to cover any short term needs, unexpected events or to support fundraising events.
Details of any funds materially in deficit
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
-
the charity’s principal sources of funds (including any fundraising);
-
how expenditure has supported the key objectives of the charity;
-
investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) ROSS RENOWDEN Full name(s) KATE DE WALLE Position (eg Secretary, Chair, CO-TREASURER CHAIR etc) Date 23/06/2022
TAR
June 2022
5
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of FRIENDS OF RUTHERFORD HOUSE SCHOOL On accounts for the year ended 31" AUGUST 2022 Charity no lif any) 1157326 Set out on pages I report to the Irustees on my examination of the accounts of the above charity {'the Trust'l for the year ended Responsibilities and basis of report As the charity's trustees, 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 Ihe 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)Ibl af the Ad. Independent The charity's gross income did not exceed £250,000 and l am qualified to examiner's statement undertake the examination, as a Head of Internal Audit who is independent from the Charity. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records-, or the accounts did not CDmply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 olher 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 GOnrn$ and have come across no other matters in connection with the examination to which altentian should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: 19.06.23 Name: Daniel How Relevant professional qualificationls) or body {if any): NIA Address: 4 Rogers Road IER Sep 21
London SW17 OEA Section B Disclosure Only complete if the examiner needs lo highlight material matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. NIA IER Sep 21