Trustees' Annual Report for the period From Period start date T Period end date Day Month Year o Day Month Year 01 09 2023 31 08 2024 Section A Reference and administration details
| Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | Trustees' Annual Report for theperiod | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| From | Period start date | T o |
Period end date | ||||||||||||
| Day 01 |
Month 09 |
Year 2023 |
Day 31 |
Month 08 |
Year 2024 |
||||||||||
| 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 | Bolingbroke Ark Academy |
||||||||||||||
| Wakehurst Road | |||||||||||||||
| London | |||||||||||||||
| Postcode | SW11 6BF | ||||||||||||||
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Chloe Talberg | |||
| Naomi Thorley | Treasurer(outgoing) | ||
| Victoria Davies | Chair | ||
| Robert Grimsey | |||
| Tanya Rayln Drummond |
25/09/2023 | ||
| Emel Rizwani | 25/09/2023 - 26/062024 | ||
| David Gregory Costello |
Treasurer (incoming) | From 28/01/2025 | |
| Christelle Renee Jeanine Stopford |
Secretary | From 28/01/2025 | |
| 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. trust, association, company)
-
(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 EDUCATION AUTHORITY) THAT WILL SUPPORT THE SCHOOL AND governing document ADVANCE THE EDUCATION OF THE PUPILS.
March 2012
TAR
2
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 had the most successful fundraising year ever. We raised almost £52k 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 ● A new Enterprise initiative ● Direct sponsorship from local businesses
Initially the Trustees were fundraising to refurbish the ‘Butterfly Garden’. Unfortunately towards the end of the summer term we were informed by the school that a major essential building repair project would be starting in the next school year. This would require storage of equipment in the Butterfly Garden space and meant it was not advisable to proceed with the re-build of the garden during the summer of 2024. As can be seen from the closing cash balance we had successfully raised enough money to fund the first phase of the ‘Butterfly Garden’ project so it was disappointing that the rebuild had to be postponed. Following discussions with the school and the parents association it was agreed that the funds raised to date would be spent on the following whilst also incorporating a scaled down investment in the garden this year until further enhancements can be arranged. The following spend is expected to occur in the next academic year (24/25): ● £10k technology ● £5k+ staff welfare ● £2k pupil welfare ● £2k prizes ● £25k refurbishment of independent study room ● £5k balcony refurbishment ● Estimated £35k Butterfly Garden refurbishment as a contribution from 23/24 which will be added to additional fundraising in 24/25. The hope is that works will be undertaken in the summer of 2025. In addition other spend during the 2023/24 included: ● £10k was donated to support the provision of PE for years 10 and 11 ● Funding for Proms and Soiree (£2,300) ● 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 (£3,846), with additional funds raised not yet spent of £1,621 which will be used for various staff activities during the next school year including the purchase of soup mugs for all staff members and provison of alcohol for celebrations and functions. ● Funding for a new PE High Jump Mat (£4,200, £3,066 of which was raised by a direct appeal to parents).
March 2012
TAR
4
Section D Achievements and performance
Section E Financial review
At the end of the year £84k is held in a current account at Metro Bank, Brief statement of the approx £50k more than the previous year. In addition, balances held in charity’s policy on reserves our PayPal and Stripe account (from Zettle and Website sales) totalled £2.3k.
At the end of the year, the Trust needs to have £2k minimum in cash reserves for any emergency spend requirements. The additional funds were originally being set aside to donate to the Butterfly Garden project but due to the delay in this project, discussions are currently underway to agree how these funds should be used in the meantime.
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 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) Naomi Thorley
Full name(s) Naomi Thorley
March 2012
TAR
5
Position (eg Secretary, Chair, etc) Treasurer
Date 31/05/2025
March 2012
TAR
6
| The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | 1184019 | 1184019 | 1184019 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| For the period from |
9/1/2023 | To | 8/31/2024 | ||||||
| Section A Receipts and payments | |||||||||
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
||||
| General | - 24,964- |
- -- |
- -- |
- 24,964- |
- 22,373- |
||||
| Sponsorship | - 20,599- |
- -- |
- -- |
- 20,599- |
- 2,575- |
||||
| Christmas Events | - 12,994- |
- -- |
- 12,994- |
- 9,132- |
|||||
| Spring Fair | - -- |
- 5,960- |
- -- |
- 5,960- |
- 6,945- |
||||
| Sponsored Walk | - -- |
- 5,773- |
- -- |
- 5,773- |
- -- |
||||
| TeacherThankYou | - -- |
- 5,467- |
- -- |
- 5,467- |
- 5,447- |
||||
| QuizNight | - -- |
- 4,220- |
- -- |
- 4,220- |
- 5,264- |
||||
| RaceNight | - 2,904- |
- 1,205- |
- -- |
- 4,109- |
- -- |
||||
| PE Mat | - -- |
- 3,066- |
- -- |
- 3,066- |
- -- |
||||
| Music / Performing Arts | - -- |
- 2,458- |
- -- |
- 2,458- |
- 1,648- |
||||
| PE T Shirts | - -- |
- 1,833- |
- -- |
- 1,833- |
- -- |
||||
| Club5050 | - 1,426- |
- -- |
- -- |
- 1,426- |
- 1,716- |
||||
| Duke of Edinburgh | - -- |
- -- |
- -- |
- -- |
- 3,892- |
||||
| Sub total(Gross income for AR) | - 49,893- |
- 42,976- |
- -- |
- 92,869- |
- 58,991- |
||||
| A2 Asset and investment sales, (see table). |
|||||||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| Sub total **Total receipts ** |
- -- |
- -- |
- -- |
- -- |
- -- |
||||
| - 49,893- |
- 42,976- |
- -- |
- 92,869- |
- 58,991- |
|||||
| A2 Asset and investment sales, | |||||||||||||||||||||
| (see table). | |||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| Sub total | - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Total receipts ** | - | 49,893- | - | 42,976- | - | -- | - | 92,869- | - | 58,991- | |||||||||||
CCXX R1 accounts (SS)
6/22/2025
1
| A3 Payments | A3 Payments | A3 Payments | |||||||
|---|---|---|---|---|---|---|---|---|---|
| General | - 6,331- |
- -- |
- -- |
- 6,331- |
- 9,794- |
||||
| Christmas Events | - -- |
- 5,551- |
- -- |
- 5,551- |
- 4,361- |
||||
| Spring Fair | - -- |
- 1,199- |
- -- |
- 1,199- |
- 2,188- |
||||
| TeacherThankYou | - -- |
- 3,846- |
- -- |
- 3,846- |
- 7,768- |
||||
| QuizNight | - -- |
- 764- |
- -- |
- 764- |
- 1,069- |
||||
| RaceNight | - 688- |
- -- |
- -- |
- 688- |
- -- |
||||
| PE Mat | - 1,134- |
- 3,066- |
- -- |
- 4,200- |
- -- |
||||
| SchoolFundRaisers | - -- |
- 3,851- |
- -- |
- 3,851- |
- -- |
||||
| PE T Shirts | - -- |
- 1,776- |
- -- |
- 1,776- |
- -- |
||||
| Club5050 | - 633- |
- -- |
- -- |
- 633- |
- 720- |
||||
| Sports Provision | - 10,000- |
- -- |
- -- |
- 10,000- |
- 10,000- |
||||
| Duke of Edinburgh | - -- |
- -- |
- -- |
- -- |
- 4,000- |
||||
| Year 11 & 13 Proms | - 2,302- |
- -- |
- -- |
- 2,302- |
- 1,000- |
||||
| Sub total - 21,088- A4 Asset and investment purchases, (see table) |
- 21,088- |
- 20,053- |
- -- |
- 41,141- |
- 40,900- |
||||
| A4 Asset and investment purchases, (see table) |
|||||||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| Sub total - -- Total payments - 21,088- Net of receipts/(payments) - 28,805- A5 Transfers between funds - -- A6 Cash funds last year end - 31,535- Cash funds this year end - 60,340- |
- -- |
- -- |
- -- |
- -- |
- -- |
||||
| - 21,088- |
- 20,053- |
- -- |
- 41,141- |
- 40,900- |
|||||
| - 28,805- |
- 22,923- |
- -- |
- 51,728- |
- 18,092- |
|||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| - 31,535- |
- 3,005- |
- -- |
- 34,540- |
- 16,448- |
|||||
| - 60,340- |
- 25,928- |
- -- |
- 86,268- |
- 34,540- |
|||||
| Section B Statement of assets and liabilities at the end of the period | |||||||||
| Categories B1 Cash funds |
Details General |
Unrestricted funds to nearest £ - 60,340- |
Restricted funds to nearest £ - -- |
Endowment funds to nearest £ |
|||||
| General | - 60,340- |
- -- |
- -- |
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted funds | Restricted funds | Endowment | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | |||||||||
| to nearest £ | to nearest £ | to nearest £ | ||||||||||
| B1 | Cash | funds | General | - | 60,340- | - | -- | - | -- |
CCXX R2 accounts (SS)
6/22/2025
2
| Butterfly Garden | - 22,638- |
|||||||
|---|---|---|---|---|---|---|---|---|
| Teachers Thank You | - -- |
- 2,859- |
- -- |
|||||
| School Fundraising / PE T Shirts | - -- |
- 431- |
- -- |
|||||
| B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use |
Total cash funds (agree balances with receipts and payments account (s)) Details Details Details |
- 60,340- |
- 25,928- |
- -- |
||||
| OK | ||||||||
| Unrestricted funds to nearest £ - -- - -- - -- - -- - -- - -- Fund to which asset belongs Fund to which asset belongs |
Restricted funds to nearest £ - -- - -- - -- - -- - -- - -- Cost (optional) - -- - -- - -- - -- - -- Cost (optional) - -- - -- - -- |
Endowment funds to nearest £ |
||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| Current value (optional) |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| - -- |
||||||||
| Current value (optional) |
||||||||
| - -- |
- -- |
|||||||
| - -- |
- -- |
|||||||
| - -- |
- -- |
CCXX R3 accounts (SS)
6/22/2025
3
| - | -- | - | -- | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| - | -- | - | -- | |||||||
| - | -- | - | -- | |||||||
| - | -- | - | -- | |||||||
| - | -- | - | -- | |||||||
| - | -- | - | -- | |||||||
| Fund to which | Amount due | When due | ||||||||
| Details | liability relates | (optional) | (optional) | |||||||
| - | -- | |||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| - | -- | |||||||||
| Signature | Name | Date of approval | ||||||||
| Naomi Thorley | Naomi Thorley | 31/05/2025 | ||||||||
B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
CCXX R4 accounts (SS)
6/22/2025
4
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
| Report to the trustees On accounts for the year ended Set out on pages |
The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust |
|---|---|---|---|
| 31stAugust 2024 | Charity no (if any) |
1184019 | |
| 1 to 4 |
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31[st] August 2024. 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: 16/6/2025 Name: Sara Cheeseman Relevant professional FCA, ICAEW qualification(s) or body (if any): Address: 52 Kyrle Road, London SW11 6BA
1
IER
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 .
2
IER