Trustees’ Annual Report for the period
From 1/4/2023 To 31/3/2024
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 has remained dormant, a review of the charity took place and a decision was made to wind the charity up in June 2022 once the funds had been transferred to the school. Due to changes of staff difficulties in transferring funds are being encountered. |
| 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 Para 1.20 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.
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
| 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) |
|
|---|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Wayne Schofield |
Chairman | Whole period | Loxwood Governing body |
|
| Anna McNamara |
Secretary | Whole period | |||
| Polly Kitson | Trustee | Until 31/12/21 | |||
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
Dates acted if not for whole year
Trustee name
NIA
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 |
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) W A Schofield
Full name(s) Wayne Anthony Schofield
Position (eg Chair Secretary, Chair, etc)
Date 25/05/23
Friends of Loxwood School
No (if any)
CC16a
Receipts and payments accounts
| For the period from |
For the period from |
01/04/2023 | To | 31/03/2024 | ||||
|---|---|---|---|---|---|---|---|---|
| Section A | Receipts and payments | |||||||
| Unrestricted funds |
Restricted funds |
Endowment funds |
Total funds | Last year | ||||
| to the nearest | £ | to the nearest £ | to the nearest £ | to the nearest £ | to the nearest £ | |||
| A1 Receipts | ||||||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
Sub total(Gross income for AR) |
- | - | - | - | ||||
| A2 Asset and investment sales, | ||||||||
| (see table). | ||||||||
| - | - | - | - | |||||
| - | - | - | - | - | ||||
| Sub total | - | - | - | - | - | |||
| Total receipts | - | - | - | - | - | |||
| A3 Payments | ||||||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| - | - | - | - | - | ||||
| **Sub total ** | - | - | - | - | - | |||
| A4 Asset and investment | ||||||||
| purchases, (see table) | ||||||||
| - | - | - | - | |||||
| - | - | - | - | |||||
| **Sub total ** | - | - | - | - | - | |||
| Total payments | - | - | - | - | - | |||
| **Net of receipts/(payments) ** | - | - | - | - | - | |||
| A5 Transfers between funds |
- | - | - | - | - | |||
| A6 Cash funds | last year end |
- | - | - | - | - | ||
| **Cash funds this year end ** | - | - | - | - | - |
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | Endowment | ||||
|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | funds | ||
| to nearest £ | to nearest £ | to nearest £ | ||||
| B1 | Cash funds | 1,000 | - | - |
| - | - | - | |||
|---|---|---|---|---|---|
| - | - | - | |||
| Total cash funds | 1,000 | - | - | ||
| (agree balances with receipts and payments account(s)) |
Agreement Error | OK | OK | ||
| Unrestricted | Restricted | Endowment | |||
| funds | funds | funds | |||
| Details | to nearest £ | to nearest £ | to nearest £ | ||
| B2 Other monetary assets | - | - | - | ||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| - | - | - | |||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||
| B3 Investment assets | - | - | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
||
| B4 Assets retained for the | - | - | |||
| charity’s own use | - | - | |||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| - | - | ||||
| Fund to which | Amount due | When due | |||
| Details | liability relates | (optional) | (optional) | ||
| B5 Liabilities | - | ||||
| - | |||||
| - | |||||
| - | |||||
| - | |||||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | Date of approval |
||
| W Schofield | |||||
| W a Schofield | W | Schofield | 28/11/25 |