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Trustees’ Annual Report for the period
From 1[st] September 2022 To 31[st] August 2023
Charity name: Friends of Bassett Green Primary School
Charity registration number: 1167778
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of pupils in the school in particular by: developing effective relationships between the staff, parents and others associated with the school; engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. |
| 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 |
Our focus through the year was on fundraising to provide facilities and resources to enhance the school environment and improve access to educational experiences (specifically through raising funds for a school minibus), to benefit all current and future pupils of Bassett Green Primary School. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have regard to the Commission's public benefit guidance when exercising their powers and duties. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
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 number of fundraising events were carried out throughout the school year, including a fireworks evening. Additionally the charity supported school organised events and raised funds through the sale of refreshments. The events contributed to strengthening relationships between the school governors, teachers and parents, fostering a sense of community and a shared goal. A significant amount of funds were raised towards the purchase of a minibus which will facilitate school educational trips and extra-curricular activities that will enhance and supplement the education of all pupils at the school. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The charity raised funds towards a minibus through the year which have not yet been spent and so made a surplus for the year. These are designated funds and aside from these the charity only holds a small amount of reserves in order to continue to carry out its activities. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Friends of Bassett Green Primary School holds sufficient funds to carry out its activities. Any other funds held are those designated towards specific fundraising targets such as the school minibus. |
| Amount of reserves held | Para 1.22 | £3,982.98 |
| 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 |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| 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 (adopted 19 May 2016) |
| 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 | Election at annual general meeting |
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 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of Bassett Green Primary School |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1167778 |
| Charity’s principal address | Bassett Green Primary School Honeysuckle Road Southampton SO16 3BZ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Melanie Pooley | Chair | |||
| Jayne England | Trustee | |||
| Gemma Williams | Trustee | |||
– 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)
| 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) |
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 charlty's trustees Signaturels) Full name(s) Melanie Pooley Jayne England Position (eg Secretary, Chair. etc) Chair Trustee Date 2 October 2024
Profit and Loss
Friends of Bassett Green
For the year ended 31 August 2023
| Profit and Loss Friends of Bassett Green For the year ended 31 August 2023 |
|
|---|---|
| 2023 | |
| Turnover | |
| Autumn Fundraising | 7,120.79 |
| Other Revenue | 2,800.00 |
| Spring fundraising | 2,411.25 |
| Summer fundraising | 850.15 |
| Winter fundraising | 1,241.72 |
| Total Turnover | 14,423.91 |
| Cost of Sales | |
| Autumn Fundraising costs | 3,844.00 |
| Direct Expenses | 105.60 |
| Spring Fundraising costs | 674.31 |
| Summer Fundraising costs | 13.99 |
| Winter Fundraising costs | 414.65 |
| Total Cost of Sales | 5,052.55 |
| Gross Profit | 9,371.36 |
| Administrative Costs | |
| Advertising & Marketing | 44.00 |
| Audit & Accountancy fees | 201.60 |
| Bank Fees | 327.10 |
| Catering costs | 290.84 |
| Charitable and Political Donations | 150.00 |
| Classroom equipment | 443.67 |
| Library Donations | 454.44 |
| Playground equipment | 6,407.65 |
| Postage, Freight & Courier | 126.85 |
| School event donations | 937.11 |
| Subscriptions | 140.00 |
| Total Administrative Costs | 9,523.26 |
| Operating Profit | (151.90) |
| Other Income | |
| Donations | 11,150.66 |
| Total Other Income | 11,150.66 |
| Profit on Ordinary Activities Before Taxation | 10,998.76 |
| Profit after Taxation | 10,998.76 |
Profit and Loss Friends of Bassett Green
25 Sept 2024 Page 1 of 1
| Reportto thetrustees | Reportto thetrustees | Chatity Namc: Friends of Bassett Green Primary School |
|---|---|---|
| On accounts for the year | 31st August 2023 Charity no 1167778 |
|
| ended | (if any) | |
| Set out | on pages | (remember to include he page nun7bers of additionai sheets) |
| I report tothe trustees on my examination ofthe accounts ofthe above | ||
| charity ("the Trust") for the year ended 31/08/2023. | ||
| Responsibilities basis of report |
and | 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 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 (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 |
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| ofthe Charities Act; or | ||
| • the accounts did not accord with the accounting records; or |
||
| • the accounts did 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 noother 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. | ||
| * Please delete the words in the brackets ifthey do not apply. | ||
| Signed: | ||
| Name: | ||
| Relevant professional | ||
| qualification(s) or body | ||
| (if any): | ||
| Address: | Pt-OA) | |
| 1 Oct 2018 |