2023-08-31-accounts - The Bolingbroke Trust

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Trustees' Annual Report for the period

From Period start date To[Period end date ] Day Month Year Day Month Year 01 09 2022 31 08 2023

Section A Reference and administration details

Charity name

The Bolingbroke Trust

Other names charity is known by Registered charity number (if any) 1184019

Bolingbroke Academy Parents Association

Charity's principal address Bolingbroke Ark Academy

Wakehurst Road

London Postcode SW11 6BF

Names of the charity trustees who manage the charity

Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) 1 Chloe Talberg 2 Naomi Thorley Treasurer 3 Victoria Davies Chair 4 Robert Grimsey 5[Tanya Rayln ] Vice Chair 25/09/2023 Drummond

6 Emel Rizwani 25/09/2023

9 10

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

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

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 Summary of the objects of the EQUIPMENT (NOT REQUIRED TO BE PROVIDED BY THE LOCAL charity set out in its governing EDUCATION AUTHORITY) THAT WILL SUPPORT THE SCHOOL AND document ADVANCE THE EDUCATION OF THE PUPILS.

March 2012

TAR

Fundraise for Bolingbroke Academy.

Put on social events for the whole school community.

Be a channel of communication between parent body and school on any relevant issues.

The Trustees have ensured that the Trust operates for the public benefit and have taken into account the Charity Commission's 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)

None

You may choose to include further statements, where relevant, about:

policy on grantmaking;
policy programme related
investment;

● contribution made by volunteers.

March 2012

TAR

Section D Achievements and performance

Summary of the main achievements of the charity during the year

This year the Trust has started fundraising to refurbish the ‘Butterfly Garden’. £20k has currently been set aside from 2022-23 fundraising efforts for this purpose. The Trust are hoping to raise an additional £40k in 2023-24 so that the school can initiate the first phase of the refurbishment during the summer holidays in 2024.

We raised £44,376 this year. The main income streams were: ● Christmas Fayre ● 2[nd] hand uniform sales ● Club 50/50 monthly lottery ● Summer Raffle ● Moveli boards ● Quiz Night ● Spring Fair
Apart from the Butterfly Garden we funded the following initiatives: ● £10k was donated to support the provision of PE for years 10 and 11 ● Funding for Proms and Soiree ● Funding of Teacher Parties and Teachers Thank you from funds that were raised via a direct appeal to parents at the end of the autumn and summer terms
Funding for new Duke of Edinburgh equipment was raised via a direct appeal.
Donated new school rucksacks for students on pupil premiums ● Covered the cost for a professional Poet to attend the summer poetry slam event

March 2012

TAR

Section E Financial review

At the end of the year £34,540 is in the bank, approx. £20k more than the Brief statement of the previous year. charity’s policy on reserves The Trust continues to commit to supporting sports at Bolingbroke Academy with a payment of £10k to be made annually.

At the end of the year, the Trust needs to have £13k minimum in cash reserves so as to meet this obligation for sports funding plus a minimum level of Reserves of £3k. The additional funds are being set aside to donate to the Butterfly Garden project which is expected to commence in the Summer of 2024.

Details of any funds materially None in deficit

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 Trust 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) Full name(s) Naomi Thorley

Position (eg Secretary, Chair, etc)

Treasurer

March 2012

TAR

Date 1°, April 2024 TAR Maich 2012

	The Bolingbroke Trust	The Bolingbroke Trust	The Bolingbroke Trust	1184019
	For the period from	9/1/2022	To	8/31/2023

Section A Receipts and payments	Section A Receipts and payments
A1 Receipts Teachers Thank You - Duke of Edinburgh collection Club 5050 1,716 General 31,673 Music - Foodbank - Science Lab - Sport - 33,389 - - Sub total - Total receipts 33,389 A3 Payments Teachers Thank You Duke of Edinburgh collection Club5050 720 Sports Provision 10,000 Proms 1,000 General 2,904 Music - Foodbank - Science lab - Sub total 14,624 - - Sub total - Total payments 14,624 Net of receipts/(payments) 18,765 A5 Transfers between funds - A6 Cash funds last year end 12,770 Cash funds this year end 31,535 Unrestricted funds to the nearest £ *Sub total*(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table)		to the nearest £ 5,447 3,892 - - 1,648 - - - 10,987 - - - 10,987 7,768 3,892 - - - - - - - 11,660 - - - 11,660 - 673 Restricted funds	to the nearest £ Endowment funds	Total funds to the nearest £ 5,447 3,892 1,716 31,673 1,648 - - - 44,376 - - - 44,376 7,768 3,892 720 10,000 1,000 2,904 - - - 26,284 - - - 26,284 18,092 - 16,448 34,540	Last year to the nearest £
			- - - - - - - - -	5,447	5,408
				3,892	-
				1,716	1,554
				31,673	38,131
				1,648	1,757
				-	38,131
				-	11,869
				-	999
				44,376	59,718

			- - -	-
				-	-
				-	-

			-	44,376	59,718

			- - - - - - - - - -	7,768	2,400
				3,892	-
				720	483
				10,000	450
				1,000	1,000
				2,904	6,922
				-	1,638
				-	1,750
				-	34,795
				26,284	49,438

			- - -	-
				-
				-	-

			-	26,284	49,438

	18,765	- 673	-	18,092	10,280
	-	-	- -	-	-
	12,770	3,678		16,448	-
	31,535	3,005	-	34,540	10,280

Section B Statement of assets and liabilities at the end of the period

Details General Teachers Thank You Details Details Details Details Signature Naomi Thorley *Total cash funds* (agree balances with receipts and payments account(s))	to nearest £ to nearest £ 31,535 - - 3,005 - - 31,535 3,005 OK OK to nearest £ to nearest £ - - - - - - - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Print Name Naomi Thorley Unrestricted funds Restricted funds Unrestricted funds Restricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates Amount due (optional)	to nearest £ Endowment funds
		-
		-
		-
		-
		OK
		to nearest £ Endowment funds
		-
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		Current value (optional)
		-
		-
		-
		-
		-
		-
		-
		-
		-
		When due (optional)






		Date of approval
Naomi Thorley	Naomi Thorley

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 2023 ended (if any) Set out on pages 1 to 2 (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 31/08/2023.

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: 11th May 2024 Name: Sara Cheeseman Relevant professional FCA, ACA (ICAEW) qualification(s) or body

Oct 2018

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

IER