OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2023-08-31-accounts

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts S•ctlon A Ind•p•nd•nt Eumln•f• R•port R•port to th• tnMl•MI m•mb•r• of On accounf• for th• y￿r •nd•d 31 flvguG-, 111 any) S•t out on pty•• I roport lo InMt•os ￿ my •xwnin•tion of t1￿ •¢¢￿ of Iho •bov• ch•fy (IM Tnmn tsr •nd•d RMpon•lbllltb•• •nd AS lh• ¢hartty tni•tw• of Trwt, you 4r• for tho pryratsm ol b••l• of rnport the accounts n accordanca vAth Iho requhment• ￿ tho cmri1￿ AL 2011 rthe Arf). I report In re•wct ol my •xarn6natlon of the ThAf8 accounts carried out urKlor section 145 ol the 2011 Acl and in out my ox•minatK)n, I havo follo%4d the •pplieAble Direction• gN•n by the Ch•dty C¢mm1M￿n undfrr on 14515)(bl ol t￿ A¢L I ha￿ complèl•d my examin￿lDn. I conflrni Ihat no m•l•rial mattorn have come to my attention (other than that disdoaad ￿1041 ') in conr•ectpDn with •xaminab'w whith glvm coum to b&￿v0 Ih•t In, mat•rial r•8pect.' Independont •xamin•rf• •tat•m•nt tlhl Acl or ' tr ￿¢￿nIS do not •wd with th• accourfw r•cord• I h•v• rK con¢•m• and hav• corm •m• no otw mott•r• in connKMn wrth h examination to which attenlion •hould be lo •nabl• opar undefslanth'rvj of tho accounts to bo Trached. Slgn•d: R•l•vanl yof•Mlon•l qu•lift•tirf•l or b¢)dy (If any). IER O,?d(fyss' IL I_YNnf-Ll) LA,￿e O¢tob•r 2018

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).

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

October 2018

2

IER

Friends of Belham Trustees’ Annual Report 20222023

Period Start date: 01/09/2022 Period End Date: 31/08/2023 Charity name: Friends of Belham Charity number: 1168767

Objectives and Activities 1
Achievements and Performance 4
Financial Review 4
Structure, Governance and Management 6
Reference and Administrative details 7
Funds held as custodian trustees on behalf of others 8
Declarations 8

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 family and parent eventsfor the school
community: fun run, ceilidh, egg hunt, school fairs, disco, quiz
night, camping weekend, community lunch.
2.Fundraisingto purchase equipment or services which support
the school and the education of the pupils, and to support
families of Belham pupils who are experiencing financial
difficulty.
In the year 2022-23, FoB had income of £45,590.02 and expenditure of
£33,049.60.
Net fundraising income was £25,253.91.

1

----- Start of picture text -----
The top 10 sources of net fundraising income were:
- Fun Run (Sep 2022) £6,859.72
- Camping (July 2023) £2,513.15
- Winter Fair (Dec 2022) £2,364.52
- Emergency Support Fund appeal £2,261.89
- Summer fair (Jun 2022) £2,195.65
- Christmas trees (Dec 2022) £1,377.27
- Raffle (Mar 2023) £1,119.62
- School calendar (Dec 2022) £862.89
- Christmas cards (Dec 2022) £753.00
- Ceilidh (Feb 2023) £739.00
Other events and initiatives included an egg hunt, childrens’ disco, bake
sales, uniform sales, parents’ drinks, class tea towels, velodrome
session, Y6 yearbooks, hoodies, Y6 leavers’ prom, zero-waste refill
event (total: £4,207.20)
Other revenue and expenditure was -£200.98
Other revenue items:
- Third-party fundraising (Easyfundraising, Amazon Smile)
£307.37
- Parent donations not associated with an event £86.80
- Donation income from loan of FoB resources £101.49
Other expenditure items:
- Justgiving monthly subscription £216.00
- Parentkind membership £128.00
- One-off purchases/repairs of stock £272.40
- Google workplace subscription £79.70
To further the purpose of FoB to enhance the education of the
pupils, donations to the School totalled £17,512.51
The items that FoB paid for were:
- New library £4,790.53
- SEN equipment £3,353.04
- Y1 playground fencing £1,690.00
- School theatre trips £1,575.39
- Before-school sports £1,450.00
- Emergency Support Fund payouts £1,405.94
- Musical instruments £1,236.25
- Y6 performance (2022) £825.49
- Sports day lollies £499.86
- Glue sticks £199.98
- Meet, Mingle & Munch £139.50
- Repair of hall tables £138.00
- Planting £87.06
- Christmas tree for hall £84.00
- School PA repair £37.47
Statement confirming whether The trustees had due regard to the commission’s public benefit
the trustees have had regard to guidance when they exercised their powers and duties. All activities
have been in accordance with the charity’s purposes.
the guidance issued by the
Charity Commission on public
Social and fundraising events have been open to all members of the
benefit
school community, and in some cases the wider local community.
----- End of picture text -----

2

----- Start of picture text -----
Expenditure of funds has been for the benefit of pupils at the school.
There has been no personal benefit to the trustees.
----- End of picture text -----

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

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, or the organisation of the zero-waste refill event, promoting
sustainability in the community. Events also promote local
volunteerism, with numerous parent volunteers involved across the
year at various events.
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.
The charity has also aimed to define and promote its values through its
ethical policy. This is 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. This year, 76% of the charity’s
commercial expenditure was with local or independent businesses, a 7
percentage point improvement on the previous financial year.
An emphasis has been made on ensuring events are accessible to low-
income families by keeping entry fees low or zero for most events, with
the option to donate. The charity also pays for leavers’ hoodies and
yearbooks for pupil premium families and subsidises the Y6 leavers’
prom.
Financial Review
Review of the charity’s financial
position at the end of the period		 The charity had cash balances and reserves of £31,063.74 at end-year
(31 Aug 2023) 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 £31,063.74 of which:
-
£15,064.23 restricted
-
STEAM restricted fund
£8,562.00
-
The Lane restricted fund
£4,641.29
-
Emergency support fund
£855.95
-
Arts fund
£496.16
-
Bees restricted fund
£285.00
-
Makers Room restricted fund
£223.83
-
£15,999.51 unrestricted
-
Pending payments to school
£1,665.00
-
Free reserve
£14,334.51

4

n/a 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

↡

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

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

----- Start of picture text -----
Trustee name Office (if any) Dates acted if not for whole Name of person (or
year body) entitled to
appoint trustee (if
any)
1 Kathryn Church Chair (until Nov 2022) 18 Nov 2020 – 23 Nov 2022 Members of Friends of
Belham
2 Chantelle Edwards Chair (from Nov 2022) 18 Nov 2021 – ongoing Members of Friends of
Belham
3 Douglas Renwick Treasurer 18 Nov 2021 – ongoing Members of Friends of
Belham
4 Rachel Noar Secretary 18 Nov 2021 – ongoing Members of Friends of
Belham
5 Lucy Beedham 18 Nov 2021 – ongoing Members of Friends of
Belham
6 Rose McDonnell 23 Nov 2022 – ongoing Members of Friends of
Belham
7 Sarah Marien 23 Nov 2022 – ongoing Members of Friends of
Belham
8 Maria Driscoll 23 Nov 2022 – 6 Jun 2023 Members of Friends of
Belham
----- End of picture text -----

*as of end of financial year (31 Aug 2023)

↡

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) Chantelle Edwards Douglas Renwick
Position (eg Secretary,
Chair, etc)		 Chair Treasurer
Date 16 Nov 2023 15 Nov 2023

8

----- Start of picture text -----
FRIENDS OF BELHAM 1168767
Receipts and payments accounts CC16a
For the period 01/09/2022 31/08/2023
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Total receipts 31,870 13,720 - 45,590 60,408
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
13,720 - 45,590 60,408
AR) [ 31,870 ]
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 31,870 13,720 - 45,590 60,408
A3 Payments
Total payments 25,880 12,170 - 38,050 61,124
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 25,880 ] 12,170 - 38,050 61,124
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 25,880 12,170 - 38,050 61,124
Net of receipts/(payments) 5,990 1,550 - 7,540 - 717
A5 Transfers between funds - - - - -
A6 Cash funds last year end 10,009 13,514 - 23,523 24,240
Cash funds this year end 15,999 15,064 - 31,063 23,523
----- End of picture text -----

CCXX R1 accounts (SS)

23/04/2024

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 £
15,992
15,064
7
-
-
-
15,999
15,064
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
23/04/2024

CCXX R2 accounts (SS)

23/04/2024

2