2022-08-31-accounts - Friends Of Belham

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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ FRIENDS OF BELHAM members of On accounts for the year 31/08/2022 Charity no 1168767 ended (if any)

Set out on pages

(remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2022.

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report 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 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 which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Simon Oliver Relevant professional CIMA (ACMA / CGMA) qualification(s) or body (if any): Address: 9 Langham Place Colchester, Essex CO4 9GB

Date: 23/04/2023

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

October 2018

IER

Friends of Belham Trustees’ Annual Report 2021-2022

Fid f Blh Tt’ Al Rt
rens o eam rusees nnua eor

2021-2022
Period Start date: 01/09/2021
Period End Date: 31/08/2022
Charity name: Friends Of Belham
Charity number: 1168767
Objectives and Activities	1
Achievements and Performance	4
Financial Review	4
Structure, Governance and Management	5
Reference and Administrative details	6
Funds held as custodian trustees on behalf of others	7
Declarations	7


Objectives and Activities
Summary of the purposes of the charity as set out in its governing document	The purpose of Friends of Belham (FoB) is to advance the education of pupils at The Belham Primary School (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.	1. Organising social eventsfor the school community: fun run, school fairs, discos, quiz night, talks, camping weekend. 2. Fundraisingto purchase equipment or services which support the school and the education of the pupils In the year 2021-22, FoB had income of £60,407.62 and expenditure of £61,124.14. Net fundraising income was £28,486.08. The major sources of net fundraising income were: - Sponsored Fun Run (Sep 2021) £5,245.37 - Summer fair (May 2022) £4,534.09

-	Summer fair (Sep 2021) £4,211.77
-	Festive market (Dec 2021) £1,951.07
-	Christmas tree sales (Dec 2021) £1,340.88
-	Camping weekend (Jul 2022) £1,205.68
-	Quiz & Curry Night (Feb 2022) £1,141.15
-	Raffle (Feb 2022) £944.64
-	Christmas cards (Dec 2021) £906.40
-	Easter egg hunt (Apr 2022) £756.38
-	Jess Albarn collaboration bee prints (Jun 2022) £689.35
Other events and initiatives included childrens’ disco, four cake sales,
three uniform sales, four parents’ drinks, two talks, a terrarium
workshop, class tea towels, two velodrome sessions, a walking tour of
Peckham, Y6 yearbooks, hoodies and leavers’ prom, Unicef Ukraine
appeal	£5,559.30
Other revenue and expenditure was £9,013.49

The major item in this category was £9,000 in revenue from the transfer	The major item in this category was £9,000 in revenue from the transfer
from the School into a restricted fund held in FoB’s account for the
purpose of funding STEAM projects and activities.
Other	revenue items include
-	Third-party fundraising (Easyfundraising, Amazon Smile,
	Benevity, Koru Kids) £456.93
-	Parent donations not associated with an event £341.55
-	Income from rental of FoB resources £30.00
Other	expenditure items include:
-	Justgiving monthly subscription £216.00
-	Pre-payment of Tickettailor tickets for 2022-23 £187.20
-	Parentkind membership £123.00
-	One-off purchases/repairs of stock £260.01
-	Zoom subscription £28.78
To further the purpose of FoB to enhance the education of the
pupils, donations to the School totalled £34,903.57
The items that FoB paid for were:
-	Payment of 2020-21 commitments (bee hive upkeep and
	camera, Y6 performance props, library areas, wooden stage
	blocks, megaphone, headphones, lego, books) £13,474.41
-	Makers' Room refurbishment £10,314.36
-	School theatre trips £2,775.00
-	Reception Playground refurbishment* £2,213.15
-	Bee hive upkeep £1,500.00
-	Before-school sports sessions £1,500.00
-	Musical instrument purchase/repair £1,428.00
-	Copleston Garden refurbishment* £603.20
-	Classroom terrariums £432.00
-	Sports Day lollies £388.80
-	Plantings for The Lane £154.65
-	Reading posters £120.00
*The Copleston Garden and Reception playground refurbishments were
carried out on two volunteering days, involving 20+ parents, carers and
teachers on each day.

	FoB also raised money for charities that were aligned with its core purpose £3,312.52 The charities that FoB raised funds for were: - Ignite Hubs £1,387.00 - Dog Kennel Hill Adventure Playground £1,366.23 - Unicef Ukraine appeal £559.29
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	The trustees had due regard to the commission’s public benefit guidance when they exercised their powers and duties. All activities have been in accordance with the charity’s purposes. Social and fundraising events have been open to all members of the school community, and in some cases the wider local community. The charity also conducted fundraising and made donations to two local educational charities that support disadvantaged children in the wider Peckham community and the Unicef appeal supporting children in Ukraine. For all three charities, participants were made aware in advance that their donations or profits from the relevant events would be used for this purpose. Expenditure of funds has been for the benefit of all pupils at the school. There has been no personal benefit to the trustees.
Contribution made by volunteers	Friends of Belham is entirely reliant on the contribution of volunteers, mostly parents and carers of children at the school. All the trustees are volunteers. Class representatives volunteer their time to help coordinate communication and activities in their respective classes, and often attend and contribute to committee meetings. Many volunteers help with the running of events.

FoB also raised money for charities that were aligned with its core
purpose £3,312.52
The charities that FoB raised funds for were:
-
Ignite Hubs £1,387.00
-
Dog Kennel Hill Adventure Playground £1,366.23
-
Unicef Ukraine appeal £559.29

Statement confirming whether
the trustees have had regard to
the guidance issued by the
Charity Commission on public
benefit

The trustees had due regard to the commission’s public benefit
guidance when they exercised their powers and duties. All activities
have been in accordance with the charity’s purposes.
Social and fundraising events have been open to all members of the
school community, and in some cases the wider local community. The
charity also conducted fundraising and made donations to two local
educational charities that support disadvantaged children in the wider
Peckham community and the Unicef appeal supporting children in
Ukraine. For all three charities, participants were made aware in
advance that their donations or profits from the relevant events would be
used for this purpose.
Expenditure of funds has been for the benefit of all pupils at the school.
There has been no personal benefit to the trustees.

Contribution made by volunteers

Friends of Belham is entirely reliant on the contribution of volunteers,
mostly parents and carers of children at the school. All the trustees are
volunteers. Class representatives volunteer their time to help coordinate
communication and activities in their respective classes, and often
attend and contribute to committee meetings.
Many volunteers help with the running of events.

Achievements and Performance

Achievements and Performance	Achievements and Performance
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.	The social events held by Friends of Belham have enhanced the school community, giving parents, carers, pupils and their siblings a chance to meet and socialise. Activities also promote social good, for example through the organisation of the Fun Run promoting sport and healthy exercise. This year extra events were also open to the wider Peckham community by hosting a ‘Belham Lates’ talk and a guided walking tour of the area. Events also promote local volunteerism, for example the organisation of a gardening day and the Reception playground refurbishment. School Fairs held in summer and winter are also open to the wider local community, offering a chance for them to engage with and support the school. Spending of funds has gone towards advancing the education of the pupils through the enhancement of the school environment, facilities and the experience of all pupils; with a minority of funds allocated to charities aligned with FoB’s core purpose (see above). The charity has also aimed to define and promote its values through the creation of an ethical policy. This is now shared on the school website. Ethical values are promoted in all aspects of fundraising activities. This year, this included an emphasis on environmental protection through organisation of multiple second-hand uniform sales. The funding of the Belham Bees has also led to bee-related activities and events, including the Year 4/5 bee art prints with a local artist, which promoted environmental protection. An emphasis has been made on ensuring events are accessible to low-income families by keeping entry fees low or zero. Donations made to the school also subsidise free equipment or activities for pupil premium families (hoodies, yearbooks, Year 6 performance tickets, leavers’ prom). Over two-thirds of FoB's commercial expenditure was with local and/or independent businesses.

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.

The social events held by Friends of Belham have enhanced the school
community, giving parents, carers, pupils and their siblings a chance to
meet and socialise. Activities also promote social good, for example
through the organisation of the Fun Run promoting sport and healthy
exercise. This year extra events were also open to the wider Peckham
community by hosting a ‘Belham Lates’ talk and a guided walking tour
of the area. Events also promote local volunteerism, for example the
organisation of a gardening day and the Reception playground
refurbishment.
School Fairs held in summer and winter are also open to the wider local
community, offering a chance for them to engage with and support the
school.
Spending of funds has gone towards advancing the education of the
pupils through the enhancement of the school environment, facilities
and the experience of all pupils; with a minority of funds allocated to
charities aligned with FoB’s core purpose (see above).
The charity has also aimed to define and promote its values through
the creation of an ethical policy. This is now shared on the school
website. Ethical values are promoted in all aspects of fundraising
activities. This year, this included an emphasis on environmental
protection through organisation of multiple second-hand uniform sales.
The funding of the Belham Bees has also led to bee-related activities
and events, including the Year 4/5 bee art prints with a local artist,
which promoted environmental protection.
An emphasis has been made on ensuring events are accessible to
low-income families by keeping entry fees low or zero. Donations made
to the school also subsidise free equipment or activities for pupil
premium families (hoodies, yearbooks, Year 6 performance tickets,
leavers’ prom).
Over two-thirds of FoB's commercial expenditure was with local and/or
independent businesses.


Financial Review
Review of the charity’s financial position at the end of the period	The charity had cash balances and reserves of £23,523.32 at the year end and no other assets or liabilities.
Statement explaining the policy for holding reserves stating why they are held	Reserves are held to fund future funding requests from the school.
Amount of reserves held	£23,523.32 of which: - £13,514.18 restricted - STEAM restricted fund £8,562.00

	- The Lane restricted fund £4,728.35 - Makers Room restricted fund £223.83 - £10,009.14 unrestricted - Pending payments to school £1,976.17 - Free reserve £8,032.97
Reasons for holding zero reserves	n/a
Details of fund materially in deficit	n/a
Explanation of any uncertainties about the charity continuing as a going concern	n/a

↡


Structure, Governance and Management
Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	PTA-UK Model Constitution for Parent Teacher Associations (England and Wales) (Nov 2011 version) adopted Nov 2015. As of 18 Nov 2020: Parentkind Model Constitution for Parent Teacher Associations in England and Wales (Feb 2018 version, as modified 18 Nov 2020)
How is the charity constituted? (e.g unincorporated association, CIO)	Unincorporated association with wider membership (parents and carers of school pupils and anyone else who has been accepted as a member)
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	Trustees are elected by the members of Friends of Belham at an annual AGM, or may be co-opted to the committee by committee members/trustees at any time, and co-opted committee members/trustees shall serve until the date of the next AGM.

↡

Reference and Administrative details

Reference and Administrative details	Reference and Administrative details
Charity name	Friends of Belham
Other name the charity uses	n/a
Registered charity number	1168767
Charity’s principal address	Belham Primary School 165 Bellenden Road LONDON SE15 4DG

Names of the charity trustees who manage the charity

	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1	Adam Scott	Chair	6 Nov 2019 - 18 Nov 2021	Members of Friends of Belham
2	Shaun Kirby	Treasurer	6 Nov 2019 - 18 Nov 2021	Members of Friends of Belham
3	Hannah Cleaton-Roberts	Secretary	6 Nov 2019 - 18 Nov 2021	Members of Friends of Belham
4	Kathryn Church	Chair (from Nov 2021)	18 Nov 2020 - 23 Nov 2022	Members of Friends of Belham
5	Chantelle Edwards	Deputy Chair	18 Nov 2021 - ongoing	Members of Friends of Belham
6	Douglas Renwick	Treasurer	18 Nov 2021 - ongoing	Members of Friends of Belham
7	Lucy Beedham		18 Nov 2021 - ongoing	Members of Friends of Belham
8	Rachel Noar		18 Nov 2021 - ongoing	Members of Friends of Belham

↡


Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity	n/a
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	n/a
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	n/a

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)	Kathryn Church	Douglas Renwick
Position (eg Secretary, Chair, etc)	Chair	Treasurer
Date	23 Nov 2022	23 Nov 2022

FRIENDS OF BELHAM	FRIENDS OF BELHAM		1168767
Receipts andpayments accounts
For the period from	9/1/2021	To	8/31/2022

CC16a

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £ 23,687 - - - - - - - 23,687 - - - 23,687 33,035 - - - - - - - - 33,035 - - - 33,035 - 9,348 - 19,357 10,009	Restricted funds to the nearest £ 36,720 - - - - - - - 36,720 - - - 36,720 28,089 - - - - - - - - 28,089 - - - 28,089 8,631 - 4,883 13,514	Endowment funds to the nearest £	Total funds to the nearest £	Last year to the nearest £
Total receipts	23,687		- - - - - - - - -	60,408 - - - - - - - 60,408	15,764 - - - - - - -
	-
	-
	-
	-
	-
	-
	-
*Sub total*(Gross income for _AR) _	23,687				15,764

A2 Asset and investment sales, (see table).
	-		- - -	- - -	-
	-
*Sub total*	-				-
*Total receipts* A3 Payments
			-	60,408	15,764

Totalpayments	33,035		- - - - - - - - -	61,124 - - - - - - - - 61,124	31,604 - - - - - - - -
	-
	-
	-
	-
	-
	-
	-
	-
**Sub total **	33,035				31,604

A4 Asset and investment purchases, (see table)
	-		- - -	- - -
	-
**Sub total **	-				-
*Total payments* *Net of receipts/(payments)* A5 Transfers between funds A6 Cash funds last year end *Cash funds this year end*				61,124
			-		31,604

	- 9,348		-	- 717	- 15,840
	-		- -	- 24,240	- 40,080
	19,357
	10,009		-	23,523	24,240

CCXX R1 accounts (SS)

5/4/2023

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets	Signature Details Bank balance Cash box Details *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details	Unrestricted funds Restricted funds to nearest £ to nearest £ 9,887 13,514 122 - - - 10,009 13,514 OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Douglas Renwick	Endowment funds to nearest £
			-
			-
			-
			-
			OK
			Endowment funds to nearest £
			-
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			Current value (optional)
			-
			-
			-
			-
			-
			-
			-
			-
			-
			When due (optional)






			Date of approval
		Douglas Renwick	5/4/2022

CCXX R2 accounts (SS)

5/4/2023