## **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
- 7
- 8
9 10
11
12
13
14
- 15
- 16
- 17
- 18
19
20
**Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
1
> 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.
2
> 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.
3
> 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
4
> 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**
5
**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**|**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**
|**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B3 Investment assets**
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
Signed by one or two trustees on
behalf of all the trustees|**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**
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**