## **Trustees' Annual Report for the period**
**From**
Period start date Period end date Day Month Year Day Month Year 01 09 2020 **To** 31 08 2021
**To**
## Section A Reference and administration details
**Charity name** The Bolingbroke Trust **Other names charity is known by** Bolingbroke Academy Parents Association **Registered charity number (if any)** 1184019 **Charity's principal address** 137 Ravenslea Road
London **Postcode SW12 8RT**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Abigail Scott Treasurer
2 Patrizia Gnoato Chair
3 Patrick Forget Trustee
4 Dawn Evans Trustee
5 Nicola Barabino Trustee
6 Linus Halton Trustee
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
## **Names and addresses of advisers (Optional information)**
**Type of adviser Name Address**
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Charitable Constitution with charitable object Type of governing document
- (eg. trust deed, constitution)
CIO-Foundation How the charity is constituted
- (eg. trust, association, company)
Nominated and Appointed by other Trustees Trustee selection methods
- (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
March **2012**
**TAR**
2
**Summary of the objects of the charity set out in its governing document**
TO ADVANCE THE EDUCATION OF PUPILS AT THE BOLINGBROKE ACADEMY IN WANDSWORTH IN PARTICULAR BY ENGAGING IN ACTIVITIES AND PROVIDING OR ASSISTING IN THE PROVISION OF FACILITIES AND EQUIPMENT (NOT REQUIRED TO BE PROVIDED BY THE LOCAL EDUCATION AUTHORITY) THAT WILL SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS.
Fundraise for Bolingbroke Academy. Put on social events for whole school community. Be a channel of communication between parent body and school on any relevant issues.
The trustees have ensured that the charity operates for the public benefit and have taken into account the Charity Commissions guidance on public benefit when making our decisions.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
None
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
March **2012**
**TAR**
4
Section D Achievements and performance
Our main achievements this year have been delivered using **Summary of the main** novel, ‘covid aware’ approaches. **achievements of the charity during the year**
Fundraising & Income
We have raised £37,238 this year which is the most that the Bolingbroke Parents Association have ever raised. Along with many fundraising events held (outlined below) we had a generous donation from The Band Trust for the school music department thanks to one of our parents organising that grant for us and we also had a generous parent donation, also for the music department.
Other income streams included: We partnered with local estate agents Moveli to bring in income through board campaigns. Advertising income through Classlist Parents when they online shopping using Amazon Smile and Easy fundraising options. A reclaim of gift aid from 2019/2020 donations. Second hand uniform sales Provision of events for the school community Despite covid restrictions a number of events have been held helping to keep the Bolingbroke parent community thriving. These include:
- Online Christmas Raffle
- Year 7 Disco for school children Online Yoga classes Fifty:Fifty club Online Quiz Night Second hand uniform sale to existing and new parents Online cheese and wine tasting evening Online Chi Gung classes
We held an online drugs information evening for parents.
This year has also seen the development of a fabulous website for the Parents Association developed by parent volunteers who have been generous with their skills and time. Go to https://www.bolingbrokepa.org
We are proud to have made donations to school of £38,916 this financial year. Highlights include:
- the purchase of a piano
- significant donation towards the refurbishment of a school science lab
food bank provision throughout the year teachers thank you gifts of party and wellbeing funds sports provision of running club, HIT classes, table tennis tables and classes
## **Section E Financial review**
March **2012**
**TAR**
5
## **Brief statement of the charity’s policy on reserves**
Reserves remaining to be carried over to kick start next year are £6168. The charity retain between £5000 to £10000 in a year to cover event and administration expenses for the following year.
**Details of any funds materially in deficit**
None
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objectives of the charity;
- investment policy and objectives including any ethical investment policy adopted.
## **Section F Other optional information**
All the work of the charity is provided by parent volunteers. We would like to thank all of those who have contributed and helped us to support our school community.
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Abigail Scott **Full name(s)** Abigail Scott **Position (eg Secretary,** Treasurer **Chair, etc) Date** 8th September 2021
March **2012**
**TAR**
6
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The Bolingbroke Trust 1184019
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 9/1/2020 8/31/2021
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Music - 12,500 - 12,500 1,190
Teachers thank you - 2,004 - 2,004 1,213
Food Bank - 100 - 100 2,945
General 22,634 - 22,634 9,369
- - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for AR) 22,634 14,604 - 37,238 14,717
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total [ - ] - - - -
Total receipts 22,634 14,604 - 37,238 14,717
A3 Payments
Music 224 12,500 - 12,724 -
Teachers thank you - 1,453 - 1,453 1,327
Food Bank 2,048 1,977 - 4,025 1,068
General 21,678 - - 21,678 1,891
Sport - 1,355 - 1,355 -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total 23,950 17,285 - 41,235 4,286
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 23,950 17,285 - 41,235 4,286
Net of receipts/(payments) - 1,316 - 2,681 - - 3,997 10,431
A5 Transfers between funds - - - - -
A6 Cash funds last year end 6,933 3,232 - 10,165 -
Cash funds this year end 5,617 551 - 6,168 10,431
**----- End of picture text -----**
## **Section B Statement of assets and liabilities at the end of the period**
||||**Unrestricted**|**Unrestricted**|**Restricted**|
**Endowment**|
**Endowment**|
|---|---|---|---|---|---|---|---|
||**Categories**|**Details**||**funds**|**funds**||**funds**|
|**B1**|**Cash funds**|General
Teachers thank you
**_Total cash funds_**
(agree balances with receipts and payments
account(s))|
OK|**to nearest £**
**5,617**
**-**
**5,617**|**to nearest £**
**to**
**-**
**551**
**-**
**551**
OK
OK||**nearest £**
**-**
**-**
**-**
**-**|
||||**Unrestricted**||**Restricted**|
**Endowment**||
|||||**funds**|**funds**||**funds**|
|||**Details**||**to nearest £**|**to nearest £**|**to**|**nearest £**|
**Details**
|**B2 Other monetary assets**||**-**
**-**
**-**
**-**
**-**
**-**|
|**-**
**-**
**-**
**-**
**-**
**-**|
|**-**
**-**
**-**
**-**
**-**
**-**|
|---|---|---|---|---|---|---|
|**B3 Investment assets**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**
**-**
**-**
**-**
**-**||**-**
**-**
**-**
**-**
**-**
**Current value**
**(optional)**||
|**B4 Assets retained for the**|**Details**|**Fund to which**
**asset belongs**|**Cost (optional)**
**-**||**-**
**Current value**
**(optional)**||
|**charity’s own use**|||
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|
|||**Fund to which**|**Amount due**||**When due**||
|**B5 Liabilities**|**Details**|**liability relates**|
**(optional)**|**-**
**-**
**-**
**-**
**-**|**(optional)**||
|Signed by one or two trustees on
behalf of all the trustees|Signature|Print Name|||Date of
approval||
||Abigail Scott|Abigail Scott|||7th September|20|
## **Independent examiner's report on the accounts**
**Section A Independent Examiner’s Report Report to the trustees/** The Bolingbroke Trust **members of On accounts for the year Charity no** 1184019 31st August 2021 **ended (if any) Set out on pages** 1 to 5 (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2021.
**Responsibilities and** As the charity's trustees, you are responsible for the preparation of the **basis of report** accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
**Independent** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
**Signed: Date:** 15th October 2021 **Name:** Sara Cheeseman **Relevant professional** FCA **qualification(s) or body**
**Oct 2018**
1
**IER**
|**(if any):**
**Address:**||
|---|---|
|||
||52 Kyrle Road|
||London|
||SW11 6BA|
**Section B Disclosure**
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
**Give here brief details of any items that the examiner wishes to disclose** .
**Oct 2018**
2
**IER**