## **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|Print||Name|Date of
approval| |W Schofield|||||| ||W a Schofield|W|Schofield||28/11/25|