Friends of Belham Trustees, Annual Re ort 2024-2025 Rciends Period Start date: 0110912024 Period End Date: 3110812025 Charity name: Friends of Belham Charity number: 1168767 &elhO Objectives and Activities Achievements and Performance Financial Review Structure, Governance and Management Reference and Administrative details Funds held as custodian trustees on behalf of others Declarations Objèctives 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 events for the school community: ceilidh, black history month cinema, egg hunt, school winter fair and summer fair, disco, quiz night, camping weekend and bake sales. 2. Fundraising to 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 2024-25, FOB had income of £48,919.32 and expenditure of £53,344.05. FOB received donations of £2,695.92 and income from fundraising activities of £46,223.60. Expenses for fundraising activities totalled £22,399.14, with further running costs of £1,883.60.
Spending on charitable activities totalled £29,061.31, most of which related to grants to The Belham Primary School to Teimburse them for various expenditure, such as a theatre trip for every pupil, but also included purchase of items to donate to The Belham Primary School (such as fans for classrooms) and direct spending to benefit pupils of The Belham Primary School. 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. Expenditure of funds has been for the benefit of pupils at the school. There has been no personal benefit to the trustees. 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. Contribution made by volunteers
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 second-hand unrform sales, promoting sustainability in the communty. Events also promote local volunteerism, with numerous parent volunteers involved across the year at various events. School Fairs held in summer and winter and the outdoor cinema are also open to the wider local communty, 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, such as theatre trips. 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 Statement explaining the policy for holding reserves stating why they are held The charity had cash balances and reserves of £33,930 at end-year (31 Aug 2025) and no other assets or liabilities. Reserves are held to fund future funding requests from the school. £33,920 of which: £12,467 restricted STEAM restricted fund £7,602 The Lane restricted fund £4,641 Makers Room restricted fund £224 £21,453 unrestricted Amount of reserves held nla Reasons for holding zero reserves n/a Details of fund materially in deficit
Explanation of any uncertainties about the charity continuing as a going concern n/a I'l
Structure, Governance and Management Description of charity's trusts: Type of governing document (trust deed, royal charter) PTA-UK Model Constrtution 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) Unincorporated association with wider membership (parents and carers of school pupils and anyone else who has been accepted as a member) How is the charity constituted? (e.g unincorporated association, cio) 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 membersnrustees at any time, and co-opted committee membersltrustees shall serve until the date of the next AGM.
Reference and Administrative details Charity name Other name the charity uses Registered charity number Charity's principal address Friends of Belham n/a 1168767 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) Joan Hillman Chair Members of FOB Tristan Pedelty Clemency Hartley Sultana Noon Treasurer Members of FOB Andrew Duncan Rachel Cook Dr Lee Snowden Susanna Wheeldon Emma Pickard 10 Emily Falconer 11 Stephen Rice
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 nla nla nla Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees SignatureLs) MIItrL- fLI{ Joan Hillman Tristan Pedelty Full name(s) Chair Treasurer Position (eg Secretary, Chai , etc) Date Z51oG (IG 251 IPÈ)
CHARITY COMMISSION FOR ENGLAND AND WALES FRIENDS OF BELHAM 1168767 Receipts and payments accounts CC16a For the perlod from To Section A Receipts and payments Unrestrlcted funds to the nearest Restricted funds Endowment funds Total funds Last year to the nearest £ to the nearest £ to the nearest £ to the nearest £ A1 Recelpts Total recei pts 48,919 48,919 49,$88 tota ross Income or AR) 48,919 48,919 49,588 A2 Asset and investment sales, (see table). ota Total receipts 48.919 48.919 49,588 A3Pa ments Total payments 52,384 960 53,344 42,306 Sub total 52,384 960 53,344 42,306 4 Asset and investment urchases see table . Sub total 52,384 960 53,344 42,306 Net of receipts/(payments) 5 Transfers between funds 6 Cash funds last year end Cash funds this year end 3,465 960 4,425 7,282 24,918 21,453 13,427 12,467 38,345 33,920 7,282 CCXX R1 accounts (SS) 2410612026
Section B Statement of assets and liabilities at the end of the period Categories Details Unrestricted funds to nearest £ 8,487 Restricted funds to nearest £ Endowment funds to nearest £ B1 Cash funds Current account balance Savings account balan Cash 12,533 12,467 433 Total cash funds 21,453 12,467 (agree balances with receipts and payments aCcnI(S)) Unrestricted funds to nearest £ Restricted funds to nearest £ Endowment funds to nearest £ Details Fund to whoch asset belon Current value lonal Details Cost (optlonal) B3 Investment assets JA 14, Fund to whlch asset belon Details Cost (optlonal) Current value tlonal B4 Assets retsined for the charity's own use ei Fund to whlch relates Amount due tlonal When due lonal Details B5 Liabilities Signed by one or two trustees on behalf of all the trustees Date of roval Signature Print Name Tristan Pedel CCXX R2 accounts (SS) 2410612026
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 Charity Name Friends of Belham On accounts for the year ended 31 August 2025 Charity no (if any) 1168767 Set out on pages (remember to include the page numbera of additional .qhpetsl I report to the trustees on my examination of the accounts of the above charity ("the Trust.) for the year ended 311812025 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. 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. Independent examiner's statement Date: 181612025 Signed: Name: KIERAN RIX Relevant professional qualification(s) or body (if any): Fellow of the Chartered Institute of Public Finance & Accountancy Address: 9 Elstow Close Eltham SE9 1HZ IER October 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). Glve here brlef detalls of any Items that the examlner wishes to disclose. NONE IER October 2018