## **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** 1 **Give here brief details of any items that the examiner wishes to disclose** . **October 2018** **IER** 2 ## **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 events**for the school community: fun run,
school fairs, discos, quiz night, talks, camping weekend.
2.
**Fundraising**to 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| 1 |-|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.|| 2 ||**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.| 3 ## 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.| ||| |---|---| |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| 4 ||-
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| ↡ 5 ||| |---|---| |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.| ||| ↡ 6 ## 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| ↡ 7 ||| |---|---| |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| 8 |**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 1 ## **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 2