Trustees' Annual Report for the period
From Period start date T Period end date Day Month Year o Day Month Year 01 09 2024 31 08 2025
Section A Reference and administrationA 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 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 | Resigned 16/10/2025 | |||
| Naomi Thorley | ||||
| Victoria Davies | Chair | |||
| Robert Grimsey | Resigned 16/10/2025 | |||
| Tanya Rayln Drummond |
From 25/09/2023 | |||
| David Gregory Costello |
Treasurer (outgoing) | From 28/01/2025 to 14/07/2025 |
||
| Christelle Renee Jeanine Stopford |
Treasurer (incoming) | 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
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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
Type of governing document
Charitable Constitution with charitable object
- (eg. trust deed, constitution)
CIO-Foundation How the charity is constituted
- (eg. trust, association, company)
Trustee selection methods
Nominated and Appointed by other Trustees
- (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 Summary of the objects of the FACILITIES AND EQUIPMENT (NOT REQUIRED TO BE PROVIDED BY THE charity set out in its LOCAL EDUCATION AUTHORITY) THAT WILL SUPPORT THE SCHOOL AND governing document ADVANCE THE EDUCATION OF THE PUPILS.
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Fundraise for Bolingbroke Academy. Put on social events for the whole school community. Act as 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.
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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 £84k (gross) 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 ● Enterprise initiative ● Direct sponsorship from local businesses
Following discussions with the school and the parents association it was agreed that the funds raised to date would be spent on the following:
-
£10k technology
-
● £6,392k staff welfare ● £2k pupil welfare ● £2k prizes ● £25k refurbishment of independent study room ● £12k balcony refurbishment ● £5k on Books
-
£500 Y11 and Y13 Proms
In addition some planning took place for the butterfly garden and the restricted balance for this project is now £21k.
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Section E Financial review
At the end of the year £87k is held in a current account at Metro Bank, Brief statement of the approx £3k 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 £3k.
Brief statement of the
At the end of the year, the Trust needs to have £2k minimum in cash reserves for any emergency spend requirements. And the restricted balance for the Butterfly Garden is £21k.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
None
● 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) Christelle Stopford
Full name(s) Christelle Stopford
Position (eg Secretary, Chair, etc) Treasurer
Date 26/04/2026
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| The Bolingbroke Trust | The Bolingbroke Trust | 1184019 | |||
|---|---|---|---|---|---|
| Receipts and payments accounts | CC16a | ||||
| For the period from |
9/1/2024 | To | 8/31/2025 | ||
| The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | The Bolingbroke Trust | 1184019 | 1184019 | 1184019 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| Section A Receipts and payments | |||||||||
| Unrestricted funds to the nearest £ A1 Receipts |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|||||
| General | - 17,516- |
- -- |
- 17,516- |
- 24,964- |
|||||
| Spring Fair | - 13,257- |
- -- |
- 13,257- |
- 5,960- |
|||||
| Christmas Events | - 16,601- |
- -- |
- 16,601- |
- 12,994- |
|||||
| Quiz Night | - 8,722- |
- -- |
- 8,722- |
- 4,220- |
|||||
| Enterprise | - 8,632- |
- -- |
- 8,632- |
- -- |
|||||
| Sponsorship | - 5,850- |
- -- |
- 5,850- |
- 20,599- |
|||||
| Club 5050 | - 1,114- |
- -- |
- 1,114- |
- 1,426- |
|||||
| Sponsored Walk | - 211- |
- -- |
- 211- |
- 5,773- |
|||||
| Teachers thank you | - 8,458- |
- -- |
- 8,458- |
- 5,467- |
|||||
| Music / Performing Arts | - 2,286- |
- -- |
- 2,286- |
- 2,458- |
|||||
| School Fundraisers | - 1,099- |
- -- |
- 1,099- |
- -- |
|||||
| PE T Shirts | - 778- |
- -- |
- 778- |
- 1,833- |
|||||
| Butterfly Garden | - -- |
- -- |
- -- |
||||||
| Duke of Edinburgh | - -- |
- -- |
|||||||
| Prom | - -- |
- -- |
|||||||
| Race Night | - -- |
- -- |
- 4,109- |
||||||
| Sport | - -- |
- -- |
- 3,066- |
||||||
| Sub total(Gross income for AR) - 71,903- |
- 71,903- |
- 12,621- |
- -- |
- 84,524- |
- 92,869- |
||||
CCXX R1 accounts (SS)
5/6/2026
1
| A2 Asset and investment sales, (see table). |
|||||||||
|---|---|---|---|---|---|---|---|---|---|
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| - -- |
- -- |
- -- |
- -- |
- -- |
|||||
| Sub total- -- Total receipts - 71,903- A3 Payments |
- -- |
- -- |
- -- |
- -- |
- -- |
||||
| - 71,903- |
- 12,621- |
- -- |
- 84,524- |
- 92,869- |
|||||
| Butterfly Garden | - 680- |
- -- |
- 680- |
||||||
| Christmas Events | - 6,133- |
- -- |
- 6,133- |
- 5,551- |
|||||
| Club 5050 | - 426- |
- -- |
- 426- |
- 633- |
|||||
| Enterprise | - -- |
- -- |
- -- |
||||||
| General | - 3,615- |
- -- |
- 3,615- |
- 6,331- |
|||||
| 6th Form Room Refurbishment | - 24,468- |
- 24,468- |
|||||||
| Balcony Refurbishment | - 11,837- |
- 11,837- |
|||||||
| Books | - 5,000- |
- 5,000- |
|||||||
| IT & Tech Equipment | - 10,000- |
- 10,000- |
|||||||
| Prizes | - 2,000- |
- 2,000- |
|||||||
| Pupil Welfare | - 1,000- |
- 1,000- |
|||||||
| Ofsted Drinks | - 175- |
- 175- |
|||||||
| Music / Performing Arts | - -- |
- 2,483- |
- -- |
- 2,483- |
- -- |
||||
| PE Mat | - -- |
- -- |
- 4,200- |
||||||
| PE T Shirts | - -- |
- 778- |
- 778- |
- 1,776- |
|||||
| Prom | - 500- |
- 500- |
- 2,302- |
||||||
| Quiz Night | - 1,881- |
- 1,881- |
- 764- |
||||||
| Duke of Edinburgh | - -- |
- -- |
- -- |
||||||
| School Fundraisers | - 245- |
- -- |
- 245- |
- 3,851- |
|||||
| Sponsored Walk / Race night 2024 | - -- |
- -- |
- -- |
- 688- |
|||||
| Sponsorship | - -- |
- -- |
|||||||
| Sport | - -- |
- -- |
- -- |
- 10,000- |
|||||
| Spring Fair | - 2,857- |
- -- |
- -- |
- 2,857- |
- 1,199- |
||||
| Teachers thank you | - 6,392- |
- -- |
- 6,392- |
- 3,846- |
|||||
| Sub total - 69,892- |
- 69,892- |
- 10,577- |
- -- |
- 80,469- |
- 41,141- |
||||
CCXX R2 accounts (SS)
5/6/2026
2
| A4 Asset and investment | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| purchases, (see table) | ||||||||||||||||||||
| - | -- | |||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | - | -- | |||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Total payments ** | - | 69,892- | - | 10,577- | - | -- | - | 80,469- | - | 41,141- | ||||||||||
| **Net of receipts/(payments) ** | - | 2,011- | - | 2,044- | - | -- | - | 4,055- | - | 51,728- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | 60,340- | - | 25,928- | - | -- | - | 86,268- | - | 34,540- | ||||||||||
| **Cash funds this year end ** | - | 62,351- | - | 27,972- | - | -- | - | 90,323- | - | 86,268- | ||||||||||
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Unrestricted | Restricted funds | Restricted funds | Restricted funds | Endowment | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | |||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | ||||||||||||||||
| B1 | Cash | funds | General | - | 62,351- | - | -- | - | -- | |||||||||
| Butterfly Garden | - | 21,958- | ||||||||||||||||
| Teachers Thank You | - | -- | - | 4,925- | - | -- | ||||||||||||
| School Fundraising / PE T Shirts | - | -- | - | 1,089- | - | -- | ||||||||||||
| Total cash funds | - | 62,351- | - | 27,972- | - | -- | ||||||||||||
| (agree balances with receipts and payments account (s)) |
OK | OK | OK | |||||||||||||||
| Unrestricted | Restricted funds | Endowment | ||||||||||||||||
| funds | funds | |||||||||||||||||
| Details | to nearest £ | to nearest £ | to nearest £ | |||||||||||||||
| B2 | Other | monetary assets | - | -- | - | -- | - | -- | ||||||||||
| - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | |||||||||||||
CCXX R3 accounts (SS)
5/6/2026
3
| B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities Signed by one or two trustees on behalf of all the trustees |
Details | Fund to which asset belongs |
Cost (optional) | Current value (optional) |
|---|---|---|---|---|
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| - -- |
- -- |
|||
| Current value (optional) |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
||||
| - -- |
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| - -- |
||||
| - -- |
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| When due (optional) |
||||
| Date of approval | ||||
| 26/04/26 | ||||
CCXX R4 accounts (SS)
5/6/2026
4
Independent examiner's report on the accounts
| Section A Independent Examiner’s Report |
Section A Independent Examiner’s Report |
|---|---|
| Report to the trustees On accounts for the year ended Set out on pages Responsibilities and basis of report |
The Bolingbroke Trust 31stAugust 2025 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 31stAugust 2025. As the charity's trustees, you are responsible for the preparation of the 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: 4[th] May 2026 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