## **Trustees’ Annual Report for the period** **From 1[st] August 2024 To 31[st] July 2025** ## **Charity name: Sheen Mount Primary School Fund** ## **Charity registration number: 1183219** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|1) To advance the education of the pupils
of Sheen Mount Primary School by
providing or assisting in the
provision of educational, recreational and
sporting services equipment or facilities in
augmentation of such services, equipment
and facilities financed by the Local
Education Authority, which support the
school and advance the education of the
pupils.
2) To further such other charitable
purposes as are charitable within the law of
England and Wales as the
trustees may determine.| |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|£13,000 contribution towards the upgrade
of the school’s WIFI system.
£2,779 to purchase school branded team
sports kits for competitive matches.
£23,006 to provide an upgraded gate entry
and car park entry system.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees confirm that they have had
regard to the Charity Commission's public
benefit guidance. They confirm that:
• they are aware of the guidance;
• they have taken it into account when
making all decisions to which the guidance
is relevant; •any decision to depart from the
guidance will be documented with good
reasons for doing so.| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
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.|Para 1.20|The charity has raised £34,250 in
donations during the school year.
The improvement of the wifi means that all
areas of the school benefits from reliable
wifi service which is vitally important as the
school increasingly relies on educational
resources that are now available only
online. This is for both planning of lessons
and delivery in the classroom.
The Sheen Mount branded kits enable all
children representing the school in sports
events to have appropriate kit. This
investment reflects the importance that the
school places on physical activity and
sport.
The entry gate/ car park system improves
the security of the school site for all users
and supports more efficient and safer
administration of the after school provision
benefitting children, parents and staff.| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|At the end of the year the closing balance
of the bank account was £20,072.
£34,250 was raised in donations during the
school year.
£38,785 was spent on donations to fund
projects.
After the funding of the projects, general
expenses and banking/accounting fees
totalling £868, the net cash movement was
-£5453| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held in order that funding is
available when required. The requirements
of the school and potential projects and
expenditure will be considered at each
Trustee meeting.| |Amount of reserves held|Para 1.22|The trustees agreed to change the
minimum level of reserves held to £1,000.
This was agreed as the charity has minimal
expenses/ commitments and will ensure
that funds can be utilised more proactively
rather than being held as cash reserves.| |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| ## **Structure, Governance and Management** |Description of charity’s
trusts:||Charitable Trust Deed dated 30thApril 2019| |---|---|---| |Type of governing
document
(trust deed, royal charter)|Para 1.25|Trust Deed| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Unincorporated| |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|(1) There must be at least 3 trustees, Apart
from the first trustees, every trustee must be
appointed for a
term of 3years by a resolution of the
trustees, passed at a special meeting called
under clause 15 of
this deed.
(2) ln selecting individuals for appointment
as trustees, the trustees must have regard to
the skills, knowledge and experience
needed for the effective administration of the
charity.
(3) The trustees must keep a record of the
name and address and the dates of
appointment, reappointment
and retirement of each trustee.
(4) The trustees must make available to
each new trustee, on his or her first
appointment:
a. a copy of this deed and any amendments
made to it;
b. a copy of the charity's latest report and
statement of accounts.
No one shall be appointed as a trustee:
a. if he or she is under the age of 18 years;
or
b. if he or she would at once be disqualified
from office under the provisions of clause 11
of this
deed.
No one shall be entitled to act as a trustee
whether on appointment or on any re-
appointment as
trustee until he or she has expressly
acknowledged, in writing or by email to both
the school
(info@sheenmount.richmond.sch.uk) and
the Chair(s) of the School's Board of
Governors
(governors@sheenmount.richmond.sch.uk),
his or her acceptance of the office of trustee
of the
charity.| ## **Reference and Administrative details** |Charity name|Sheen Mount Primary School Fund| |---|---| |Other name the charity uses|The School Fund| |Registered charity number|1183219| |Charity’s principal address|Sheen Mount Primary School
West Temple Sheen
London
SW14 7RT| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Tom Holmes|Trustee||| ||Maria O’Brien|Trustee||| ||Maria Walters|Trustee||| ||Susan Boughton|Trustee||| ||Deborah Canner|Trustee||| ## **Name of trustees holding title to property belonging to the charity** |**Trustee name**|**Dates acted if not for whole year**|| |---|---|---| |**_None_**||| |||| |||| |||| |||| |||| ## **Funds held as custodian trustees on behalf of others** Description of the assets _none_ held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **n/a** ## **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)** Tom Holmes Maria O’Brien **Full name(s) Position (eg Secretary,** Headteacher of Sheen Mount Deputy Headteacher of Sheen **Chair, etc)** Primary School and Trustee Mount Primary School and Trustee **Date** 2[nd] March 2026 Balance Sheet Sheen Mount Primary School Fund As at 31 July 2025 31JUL2025 CurrentAssets Cash atbankand iThhaThd SCHOOLFUND Totalcash atbankaridiThhand 20,07146 TotalcurrefitA￿Qts 20,07Z46 NetCurrentAssets (Liabilities) 2Q,072A6 TotalAssets less Current Liabilities 20,07Z46 NetAssets 20.072A6 ital and Reserves CurrentYearEamings Retsined E3rning5 Totslcapitaland Reservès 15,452.881 2552534 20.07146 zLinc¢Sheet Shten MourtPtharySchoolFund 6 Feb2026 Page L 2124126, 12".08 PM Xèro I Pfoflt ènd Loss | SMPS Fund Profit and Loss Sheen M(wtht Prim8ry Strhtstsi Fund Forthe yearendÈd 31 July2025 2025 Cos¢ ol Salès CDslof S)ods Sold Totsl cosg of Sales Grp5s Profit 23.0￿.00 23,0￿.00 123,006.001 Admini$tr4tivo Costs AUQit &A￿0￿￿r￿￿eEs GènÈTE1Ex￿￿$ T•tsiAdminlslratl¥e CDSts OperttsTrg Profft Othtsr IncornÈ 857.74 5.¥29. 16.696.74 139.70174} 34249.86 34249tsS 1&4S2MI TotalOthÈf Ih¢orne Pr¢fjton Ordlnary B*for•Taxa*on ProfilafterTaxatk>n httpsjlrepthn9￿èro.[￿[nMX￿8k[T1￿llRUnIl2l8 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiners rnport on the accounts Sectlon A Ind•pend•nt Examiner's Report Re ortto mtrmbers of Sheen Mount Primary School Fund On accounts for the year ended 31" July 2025 Charity no Ilf any) 1183219 Set out on pages I r8POrt lo the trustees on my èxaminab'on ofthe alxounts ofthè above eharity I'the Trusfi ft>r the year ended 3110712026 R•spon51blliti•s arKI basls ol report s the charws trustees, you are responsible for preparation ofthe accounts in a(￿¥dan￿ with the requirements oftt* Charities Act 2011 fthe I report in r8spect of my examination of the Trusts ac£ounts cjjnducted under section 145 of the 2011 Act and in coThJucting rny exatnination. I have Ilowed 811 the applicable Direction8 gNen by the Charty C¢)mmission under eetion 14515llbl of the Act. The charwsgross income was £34,250 due to sonle thgh on&off don8fr.ons tot811Ang £16. 160. have ttjmpleted my examinats"on. I confjmi Ihat no mateiial rnatter8 have come to my attention in connection %*th the examinab.on vthich give¥ me cause to believe that In, any material r8spect • the accounltng re￿rdS wer8 not kept in a(￿r￿anee￿th section 130 of the Charities Act,. or • the acLayJnts did not aLtord bwth the ar￿U￿ting r8cord& or • the a¢xounts did not compty wth the appliGqble requirern*nts cor￿mIng Ihe form and content ofaco)unts set out in the Charits'es (Attounts and Reports) Regulth"ons 2008 other than any requirement that the a¢￿Unts give a Yrue and fair, viewwhich is not a matter Oxside￿ as part of an indwndent examinatson. I have no COn(￿rn$ from examining the finanual records and I have come across no other rn8ttets in connection with the examination lo whith attention Should be drawn in this reportto enable a propeT understsnding of the aec£)unts to be reached. Indep•nd•nt •xamin•rfs statom•nt SSoned= Dat¢: ° February 2026 Name: Gail Ledger R¢levant PTofwional qualifiGationlsl or body Irf any1= Fellow of Charter&J Assoaab"on of Certrfied Acwuntants Addres5: 2g RithrnorKI Pa￿ Road London SW14 8JU Se¢tOon 8 Disclosurè Onty complele il the examiner needs to highlight rnalerial matters of corthm (see CC32, Independent exarnination of tharity accounts.. directions and guidance for examinersl. Glve her* briel details of any item5 that th• examlner wishe5 to