## **Trustees’ Annual Report for the period** ## **From 1/4/2020 To 31/3/2021** ## **Charity name: Friends of Loxwood School** ## **Charity registration number: 1179325** ## **Objectives and Activities** ||SORP
reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|Raising money from local community for
helping to provide resources for the benefit
of children at Loxwood School.
The objective of the CIO is to advance the
education of the pupils at Loxwood Primary
School in particular by: 1.Developing
effective relationships between the staff,
parents and others associated with the
school.
2.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.|Para 1.17
and 1.19|The Charity received a donation from a
parent that wished to remain anonymous.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|As future activities are considered regard
will be given to public benefit.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other ## **Achievements and Performance** SORP reference The charity has yet to decide how to spend the parental donation. Summary of the main achievements of the charity, Para 1.20 identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. ## **Additional information (optional)** You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set ||Investment performance
against objectives
Para 1.41
Other| |---|---| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity has £1000 on account| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The reserves are held in a bank account
until a beneficial spend can be identified| |Amount of reserves held|Para 1.22|£1000| |Reasons for holding zero
reserves|Para 1.22|**N/A**| |Details of fund materially in
deficit|Para 1.24|**N/A**| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|**N/A**| ## **Additional information (optional)** You may choose to include further statements where relevant about: |The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Parental and business donation**| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |Other||| **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|**Model constitution for CIO**| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**Charitable Incorporated Organisation**
**(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|Para 1.25|Clause 10 of the constitution
deals with the selection and
requires that regard must be
given to skills, experience and
knowledgefor effective
administration of the CIO.| ## **Additional information (optional)** You may choose to include further statements where relevant about: |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** |Charity name|Friends of Loxwood School| |---|---| |Other name the charity uses|N/A| |Registered charity number|1179325| ||Charity’s principal address
Loxwood Primary School,
Nicholsfield
West Sussex
RH14 0SR| |---|---| **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**|**Name of person (or body)**
**entitled to appoint trustee**
**(if any)**| |---|---|---|---|---|---| ||Wayne
Schofield|Chairman|Whole period||| ||Roger
Newman|Treasurer|Whole period||| ||Anna
McNamara|Secretary|Whole period||| ||Polly Kitson|Other|Whole period||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| Corporate trustees – names of the directors at the date the report was approved **Director name** **N/A** Name of trustees holding title to property belonging to the charity ||**Trustee name**
**Dates acted if not for whole year**
**N/A**| |---|---| ## **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| ## **Additional information (optional)** **Names and addresses of advisers (Optional information)** |**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**|**Type of**
**adviser**
**Name**
**Address**| |---|---|---| |**N/A**||| |||| |||| |||| **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **Other optional information** **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)** Wayne Anthony Schofield **Position (eg** Chair **Secretary, Chair, etc)** **Date** 12/11/22 ## **Charity Commission** ## Charity Commission Annual Return 2021 ## **FRIENDS OF LOXWOOD SCHOOL** Charity registration number: 1179325 **Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2021.** ## **Financial period** ## **Financial period start date** 01/04/2020 ## **Financial period end date** 31/03/2021 ## **Income and spending** ## **Income £** £0 ## **Spending £** £0 ## **Fundraising - professional fundraiser** **Did your charity raise funds from the public?** No ## **Government contracts** **During the financial period for this annual return, d, id the charity receive income from contracts (other than grant agreements) with central government or local authorities?** No ## **Government grants** **During the financial period for this annual return, did the charity receive income from grants from central government or local authorities?** No ## **Income from outside the UK** **Did your charity receive income from outside the UK ?** No ## **Spending outside England & Wales** **Did your charity operate outside England and Wales?** No ## **Trading subsidiaries** **Did the charity have any subsidiaries?** No ## **Trustee payments** **Did any of the trustees receive any remuneration, payments or benefits from the charity other than refunds of legitimate trustee expenses?** No ## **Did any of the trustees resign and then take up employment with the charity?** No ## **Employees' salaries** **Did any of your charity's staff receive total employee benefits of £60,000 or more? Select No if your charity does not have any staff , or does not pay any staff.** No **For your highest paid member of staff only, what was the total value of their employee benefits?** **(For example if your highest paid member of staff received £35,000 enter 35000). If you do not have any staff or did not pay any staff, enter 0 (zero)** £0 ## **Volunteers** ## **How many UK volunteers, excluding trustees, did the charity have during the financial period?** 0 ## **Financial controls** ## **Did your charity review its internal financial controls?** No **Safeguarding** **Has the charity obtained a standard, enhanced or enhanced with barred lists DBS check on all trustees, employees and volunteers who are in roles that are eligible for these checks?** **Select Yes if there are no trustees, employees or volunteers in roles that are eligible for these types of DBS checks.** Yes ## **Privacy statement** **Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:** - **you have consented to their release; or** - **we are legally obliged to disclose them; or** - **we regard disclosure as either (a) necessary so that we can properly carry out our statutory functions or (b) necessary in the public interest.** **We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:** - **we can lawfully do so; and** - **we decide that disclosure is necessary for national security, crime detection, prevention, and law enforcement, or other issues in the public interest** **Information we collect about you** **We will use this information:** **To enable us to carry out our statutory functions and duties;** **This will include the following actions:** - **(a) update, consolidate, and improve the accuracy of our records;** - **(b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement;** - **(c) data analysis, testing, research, statistical and survey purposes** **Information we receive from other sources.** **Information we receive from other sources** **We may combine this information with information you give to us and information we collect about you.** **We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).** **We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.** **The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.** **As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.** **Please check back frequently to see any updates or changes to our privacy policy.** ## **Declaration** ## **Your role at the charity (select one):** |⊠Trustee|| |---|---| |**Given names**|Roger Clive| ||| |**Family name**|Newman| ||| |**Telephone**|01403753140| |**number**|| ||| |**Email**|roger.newman45@yahoo.co.uk| ||| |**Date submitted**|25/12/2021| **It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.**