## _**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
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## **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:
- Modern Foreign Languages taught by specialist educators
- Performing Arts programmes supporting drama, dance, and performance
- Competitive Sports coaching delivered by trained professionals
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:
- New interactive boards in classrooms
- Other essential IT upgrades to ensure pupils have access to modern tools for research, collaboration, and creativity
- These investments have significantly enhanced the teaching environment and supported improved learning outcomes across the curriculum.
## **Supporting Well-Being and Mental Health**
This year, the School Fund also prioritised well-being and mental health provision. With your donations, we:
- Funded therapeutic sessions for pupils needing emotional support
- Introduced targeted interventions that help children build resilience, manage stress, and develop healthy coping strategies
This holistic approach recognises that emotional well-being is foundational to academic success.
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**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:
- strengthened academic excellence,
- expanded opportunities for all pupils,
- enriched the curriculum,
- enhanced technology and well-being provision, and
- helped secure national recognition for our school.
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.
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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
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## **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:
- accounting records were not kept as required by section 130 of the Act; or
- the accounts do not accord with those records.
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
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## **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.
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## **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
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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**
- (a) Unrestricted funds are those that can be expended at the discretion of the trustees in the furtherance of the objects of the charity.
- (b) Restricted funds are those that may only be used for specific purposes. Restrictions arise when specified by the donor, or when funds are raised for specific purposes.
Currently all of the charity’s funds are unrestricted.
## **3. Taxation**
- (a) The charity is not liable to corporation tax nor capital gains tax on its charitable activities.
- (b) The charity is not registered for VAT; thus all costs are shown inclusive of VAT charged.
## **4. Trustee / Related Parties expenses and remuneration**
- (a) There were no related party transactions to report this year.
- (b) No remuneration was paid to trustees during the year or in the previous year.
- (c) The charity's insurance policy includes trustee indemnity insurance cover for all of its trustees. (d) There were no expenses paid to trustees this year.
## **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**
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## **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**||**2025**2024
2023
**3,124**1,008 1,821
**-**274 4,356
**50,297**
39,948 35,117
**5,000**16,500 14,275
**6,070**
12,354 7,245
**2,347**4,795 1
**66,838**
**74,879 62,815**
**2025**
2024
2023
**20,900**20,075 28,305|
||||**20,900**20,07528,305|
|||
|**21,250**18,149 18,404
**17,040**
-
-|
|||~~**-**~~
|**38,290**18,14918,404|
||||2024
2023
2022
4,300
9,311
92
-
-
-
-
-
-
1,768
9,131
-
15,471
9,131
-|
||
**-**
**-**
**-**
**-**|||
||**-**|||
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## **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|**2025**2024 2023
**2,988**
50 2,856
**3,921**6,862 -
**-**
430
-
**634**
**634**
-
-
**-**
-
-
**-** - 1
**-**
204
1,680
**62**
184 227
**7,605**
7,730 4,764
**1,250**1,550 1,000|
|---|---|
||**1,250**1,550 1,000|
||48,500 -
**7,373**6,228
-
**7,373**
54,728
-
**127**472 -|
||**127**472 -|
.
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