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← The Good Shepherd Catholic Primary School Fund

2025-08-31-accounts

THE GOOD SHEPHERD CATHOLIC PRIMARY SCHOOL FUND

Annual Report & Financial Statements

For the year ended

31 Aug 2025

Charity No 1172505

ANNUAL REPORT & FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUG 2025

CONTENTS
Trustees’ Report .............................................................................................................................. 1 – 4
Independent Examiner’s Report ....................................................................................................... 5
Statement of Receipts & Payments................................................................................................... 6
Statement of Assets & Liabilities ...................................................................................................... 7
Notes to the Financial Statements..................................................................................................... 8 - 10

TRUSTEES’ REPORT

FOR THE YEAR ENDED 31 AUG 2025

The trustees present their report and financial statements together with the independent examiner’s report for the year ended 31 Aug 2025.

REFERENCE AND ADMINISTRATIVE DETAILS

Charity Name The Good Shepherd Catholic Primary School Fund

Charity No 1172505 Contact Address Mrs Imogen Lavelle The Good Shepherd RC Primary School 35 Gayford Road London W12 9BY Website Address goodshepherdrc.lbhf.sch.uk Current Trustees Catherine Goacher Chair Imogen Lavelle Treasurer Trustee Gareth Russell (Appointed on 05/11/2024)

Bankers National Westminster Bank Independent Examiner Mark Hill ACMA Living Lightly Ltd 95 Bridge Lanes Hebden Bridge Halifax HX7 6AT

TRUSTEES’ REPORT FOR THE YEAR ENDED 31 AUGUST 2025

The trustees present their report and financial statements, together with the independent examiner’s report, for the year ended 31 August 2025.

Governing Document

The charity is a charitable incorporated organisation (“CIO”) governed by its constitution dated 10 Apr 2017 and granted charitable status by the Charity Commission on that date.

Objects & Activities

The objects of the charity are:

To advance the education of the pupils of the school by assisting in the provision of facilities for education at the school. all money raised is used to provide the school with a wide range of resources from classroom equipment, to security measures, playground enhancement and it provision.

Achievements & Performance

Academic Year 2024–2025

The Trustees of the Good Shepherd School Fund are delighted to present this report outlining the significant impact that parental generosity has made over the past academic year. Your continued support has enabled us to enrich educational provision, enhance learning experiences, and directly contribute to the exceptional outcomes achieved by our pupils.

Curriculum Enhancement Through Specialist-Led Lessons

Thanks to donations to the School Fund, we have been able to expand specialist-led provision across key areas that develop confidence, creativity, and global awareness. This year, pupils benefited from:

These specialist sessions broaden pupils’ skills beyond the core curriculum and strengthen their cultural and social development.

Inclusivity in Music Education

A further achievement has been the subsidising of music lessons and instrument-rental programmes. By reducing financial barriers, we ensured that all children—regardless of background—could access high-quality music tuition. This commitment to inclusion has enriched school life and encouraged more pupils to develop their musical talents.

Exceptional Academic Outcomes at the End of Key Stage 2

We are immensely proud that The Good Shepherd School achieved a national ranking of 6th in England, placing the school within the top 0.3% of all primary schools nationally. This ranking is supported by national league table data Such extraordinary results are a credit to the dedication of our teaching staff, the hard work of our pupils, and the crucial financial support provided through parental contributions.

Investment in State-of-the-Art Technology

The School Fund has enabled the school to continue investing in high-quality digital learning infrastructure, including:

Supporting Well-Being and Mental Health

This year, the School Fund also prioritised well-being and mental health provision. With your donations, we:

This holistic approach recognises that emotional well-being is foundational to academic success.

Continued…

Access to Specialist Teaching and Enrichment Programmes

Your contributions enabled us to provide pupils with specialist teaching, high-quality programmes, and enriched learning experiences that go far beyond the standard curriculum. These opportunities have had a direct and positive effect on pupils’ attainment, confidence, and engagement.

The impact of such opportunities has been felt most strongly by pupils who may otherwise lack access to these experiences.

National Recognition for Outcomes of Disadvantaged Pupils

A particularly proud moment this year came when the school received commendation from the Secretary of State for Education, Bridget Phillipson, recognising the excellent outcomes achieved by disadvantaged pupils at Good Shepherd RC Primary School at the end of the 2024/25 academic year.

Her acknowledgement emphasised that our school’s performance places it “among the very best nationally,” marking this as a significant and commendable achievement for the whole school community.

The Trustees extend heartfelt thanks to every parent and carer who has contributed to the Good Shepherd School Fund this year. Your support has:

Together, we continue to ensure that every child at Good Shepherd receives an exceptional education built upon opportunity, inclusion, aspiration, and faith.

Future Plans

The trustees aim to continue supporting the school in delivering exceptional educational opportunities and enriching the overall experience for its pupils. Potential uses of the school fund in the future include:

Looking ahead to the 2025–2026 academic year, the Trustees of the Good Shepherd School Fund remain committed to maintaining an outstanding educational offer for every child . Our focus continues to be on ensuring that all pupils—regardless of background, need, or starting point—benefit from an enriching, broad, and ambitious curriculum. Our aims for the coming year include:

1. Ensuring Access to a Wide Variety of High-Quality Learning Experiences

We will continue investing in specialist-led opportunities across modern foreign languages, performing arts, sport, digital learning, and creative subjects. By broadening the learning offer, we aim to nurture children’s confidence, curiosity, and cultural development.

2. Enhancing Inclusion and Equity

We plan to expand support that removes barriers to participation, ensuring that all pupils can access music tuition, educational visits, enrichment programmes, and additional academic or pastoral support where needed.

3. Ongoing Investment in Technology and Learning Environments

The School Fund will continue to prioritise the renewal and upgrading of IT equipment, classroom resources, and digital tools. These investments will support high-quality teaching and ensure that pupils benefit from modern, engaging, and accessible learning environments.

4. Strengthening Well-Being and Mental Health Provision

We aim to further develop therapeutic services, well-being initiatives, and pastoral programmes for both pupils and staff. Recognising the vital link between emotional well-being and academic success, we will continue to promote a safe, nurturing, and supportive school environment.

5. Sustaining Excellence in Academic Outcomes

Building on the school’s exceptional national ranking, we will continue supporting initiatives that promote high attainment and strong progress across all pupil groups, including disadvantaged pupils. Our goal is to ensure that every child has the opportunity to achieve their full potential.

The trustees will review these opportunities regularly to ensure alignment with the school’s goals and priorities.

FOR THE YEAR ENDED 31 AUG 2025

TRUSTEES’ REPORT

FINANCIAL REVIEW

Overview

Income has come from membership subscriptions, and donations from individuals. Expenditure was minimal and comprised fixed cost items such as insurance and trustees expenses.

Summary of Receipts & Payments

all figures in £000s
Operating receipts
Operating payments
Net receipts/(payments) for the year
Balance		 2025
2024
2023 2022
2021
£k £k
£k
£k
£k
139.4 145.8
129.6
125.3 73.8
(127)
(162.1)
(107.3) (133.3) (83.7)
12.5 (16.3)
22.3
(8.0) (9.9)
21.0 8.5
24.8 2.5
10.6

Reserves Policy

Trustees consider that it is appropriate to hold minimal cash reserves to allow as much funding as possible for events. Reserves at the year-end, were £21.0k (2024: £8.5k).

This report was approved by the trustees on 27[th] January 2026 and signed on their behalf by:

Catherine Goacher

Chair

INDEPENDENT EXAMINER’S REPORT

FOR THE YEAR ENDED 31 AUG 2025

Independent Examiner's Report to the Trustees

I report on the accounts of the charity for the year ended 31 Aug 2025, which are set out on pages 7 to 11.

Responsibilities and basis of report

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).

You are satisfied that the charity is not required by charity law to have its accounts audited and you have chosen to have an independent examination instead of an audit.

It is my responsibility to examine the accounts under section 145 of the Act. In carrying out my examination, I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner's Statement

Having completed by examination, I confirm that no matter came to my attention giving me cause to believe in any material respect:

I confirm there are no other matters to which your attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Mark Hill, ACMA 27[th] January 2026

STATEMENT OF RECEIPTS & PAYMENTS

FOR THE YEAR ENDED 31 AUG 2025

All Figures in £
Note
Primary Purpose Trading
Charitable Trading Receipts
Uniform income
5a
Event
5b-5g
Misc income
5h
Other income
Total
Charitable Trading Payments
Uniforms
6a
Clubs/Events
6b-6g
Total
Surplus (Loss) on Primary Purpose Trading
Charitable Donations and Expenditure
Receipts
Donations
7a-7f
Capital Funding
8a-8b
Other income
Total
Payments
School Counsellor
9
Curriculum Enrichment/ (Counsellors)
10
Capital Investment
11a-11d
Administration
12a-12q
Governance costs
13a-13b
Donations Made
14a-14b
Other costs
15
Net receipts/(payments)
Balance as at 01 Sept
Balance as at 31 Aug		 Note 2025
2024
2023

7,731
6,425
29,976
64,782
64,516
36,765
-
- (5)
72,513
70,941
66,736
5,114
5,488
3,340
46,308
38,434
42,327
51,422
43,922
45,668
21,091
27,019 21,070
66,838
74,879
62,815
--
2
78
-
-
66,916
74,879
62,818
20,900
20,075
28,305
38,290
18,149
18,404
-
15,471
9,131
7,605
7,730
4,764
1,250
1,600
1,000
7,373
54,728 -
127
472 -
75,545
118,225
61,604
12,462
(16,326) 22,282
8,452
24,778 2,496
20,914
8,452
24,778

All funds are unrestricted.

The above statement includes funds raised for other charities as shown in Note 14

The Notes on pages 8 to 10 form an integral part of these accounts.

STATEMENT OF ASSETS & LIABILITIES

AS AT 31 AUG 2025

Note
2025		 2024 2023
Bank & cash Balances
Bank current account 11,279 18,956 31,460
Bank deposit account Nil Nil Nil
11,279 18,956 31,460
Debtors
Debtors: Overpaid Shooting stars bills 10,885 Nil Nil
Liabilities
Creditors: Accrued /unpaid Accounting (1,250) (1,550) (2,000)
Creditors: Unpaid Shooting stars bill - (8,954) (4,682)
In addition the charity holds discretionary funding for a family in distress of £1500. This will be paid in the forthcoming
financial year.
Funds
Unrestricted Funds
 20,914 8,452 24,778
All funds are unrestricted.

The Notes on pages 7 to 9 form an integral part of these accounts.

These accounts were approved by the trustees on 27[st] January 2026 and signed on their behalf by:

Catherine Goacher

Chair

FOR THE YEAR ENDED 31 AUG 2025

NOTES TO THE FINANCIAL STATEMENTS

1. Basis of Preparation

These accounts have been prepared on the Receipts & Payments basis in accordance with the Charities Act 2011.

2. Fund Accounting

Currently all of the charity’s funds are unrestricted.

3. Taxation

4. Trustee / Related Parties expenses and remuneration

5. Trading Receipts

All Figures in £
5(a) Uniform Income
5(b) Sports + Music Clubs / School Trip
5(c) Ball Tickets and fundraising
5(d) Other Events incl Advertising
5(h) Misc income
Primary purpose trading Payments
6(a) Uniform Payments
6(b) Premises Costs
6(c) School Trips
6(d) Sports and Music Clubs
6(e) Food
6(f) School Ball
6(g) Other events
SURPLUS on Primary Purpose Trading		 2025
2024
2023
7,731
6,425
29,796
59,459
59,018
36,314
5,295
5,498
1
28- 1
-
-
(5)
72,513
70,941
66,736

5,114
5,488
3,340
4,966-
395
-
-
-
23,978
22,665
29,865
2,585
714
485
14,230
10,920
10,003
549
4,135
1,580
51,422
43,922
45,668
21,091
27,019
21,068

6. Primary purpose trading Payments

SURPLUS on Primary Purpose Trading

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUG 2025

7. Donations

7.
Donations
11. Capital Investment
11(a) Playground
11(b) Class Room
11(c) Other Capital Investment
11(d-f) Other Equipment incl. Air-conditioning
7(a) Charity Trust
7(b) Payroll Giving and Commissions Rec’d
7(c) Individual Contributions
7(d) Large Private donations (over £3k)
7(e) Gift Aid
7(f) Onward Donations
8.
Devolved Capital Funding
There was no Devolved Capital Funding this year.
9.
School Counselling for Pupils
9(a) School Counsellor
10. Curriculum Enrichment
10(a) Curriculum enrichment
10(b) Specialist Literacy Teaching		 2025 20252024
2023
3,1241,008 1,821
-274 4,356
50,297
39,948 35,117
5,00016,500 14,275
6,070
12,354 7,245
2,3474,795 1
66,838
74,879 62,815
2025
2024
2023
20,90020,075 28,305
20,90020,07528,305


21,25018,149 18,404
17,040
-
-
~~-~~
 38,29018,14918,404
2024
2023
2022
4,300
9,311
92
-
-
-
-
-
-
1,768
9,131
-
15,471
9,131
-

-
-
-
-
-

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 AUG 2025

12. Welfare Services for staff

All Figures in £
12(b) Welfare Work for staff
12(c) Teaching Materials (additional)
12(i) Postage & delivery
12(j) Office Supplies
12(k) Printing and Reproduction
12(p) Bank charges
12(q) Diocesan Administration
Other
13.
Governance costs
13(b) Independent examiner's fee/Accounting
14. Donations Made
14(a) Donations to the School itself
14(b) Donations to other charities
15.
Other Costs
15 Other costs		 20252024 2023
2,988
50 2,856
3,9216,862 -
-
430
-
634
634
-
-
-
-
-
- - 1
-
204
1,680
62
184 227
7,605
7,730 4,764
1,2501,550 1,000
1,2501,550 1,000
48,500 -
7,3736,228
-
7,373
54,728
-
127472 -
127472 -

.