## **Trustees’ Annual Report for the period**
## **From 09.09.19 Period start date To Period end date**
**Charity name: Friends of Hexham Priory School**
## **Charity registration number: 1185241**
## **Objectives and Activities**
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SORP reference
Summary of the Para 1.17 TO ADVANCE THE EDUCATION OF PUPILS
purposes of the charity AT HEXHAM PRIORY SCHOOL BY
as set out in its SUPPORTING THE SCHOOL AND
ENCOURAGING LINKS WITH THE WIDER
governing document
COMMUNITY; BY PROVIDING AND
ASSISTING IN THE PROVISION OF EXTRA
FACILITIES, RESOURCES AND OTHER
SUNDRIES. TO INCLUDE SUBSIDISING
EXTRA CURRICULUM TRIPS, AND IN-
SCHOOL VISITS WHICH ARE NOT
PROVIDED BY THE LOCAL AUTHORITY.
Summary of the main Para 1.17 and General fundraising through school
1.19
activities in relation to channels – parents and carers and the
those purposes for the general public – where possible due to
public benefit, in Covid restrictions. Applying for
particular, the activities, charitable grants to raise money in
projects or services particular for the purchase of a new
identified in the school minibus.
accounts.
Statement confirming Para 1.18 All Trustees were issued with a copy
whether the trustees of “The Essential Trustee” and have
have had regard to the confirmed they are aware of the
guidance issued by the concept of public benefit.
Charity Commission on
public benefit
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment
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Friends of Hexham Priory School is
Para 1.38 made up of a Board of Volunteer
Contribution made by Trustees and operates similarly to a
volunteers PTA, therefore receives help from
volunteers in the school and wider
community to further our fundraising
efforts. We are very grateful for all the
help we have received since we
formed, especially since the Covid-19
pandemic has made most types of
fundraising extremely challenging.
Other
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## **Achievements and Performance**
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SORP reference
Despite the pandemic, we have been
able to achieve some fantastic
outcomes for the beneficiaries of the
Summary of the main charity. We initially raised money to
Para 1.20
achievements of the provide the types of equipment that
charity, identifying the would not be provided by the Local
difference the charity’s Authority, such as an extra adapted
work has made to the buggy for use within the community
circumstances of its and a set of iPads. As a Board of
beneficiaries and any Trustees we listened to the school and
wider benefits to society agreed that the most pressing issue
as a whole. was to replace the ageing fleet of
minibuses, one of which completely
broke down and needed immediate
replacement. As this was impeding
the aims of the school in allowing
children to access all areas of their
curriculum, we set out to raise the
necessary funds to purchase a brand
new minibus and achieved this within
just over a year. The bus is now on
order and this will mean that the
children of the school will then have
safe and secure transport to be able
to travel to their sports and swimming
lessons, access the wider community,
go to residential trips etc. Staff will
also not have to use their own cars
and social distancing will be more
easily achieved. Staff will also feel
happier that the new vehicle will not
present them with any mechanical
problems, and school will be
reassured by the initial manufacturers
warranty, meaning no more
expensive repair bills.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Objective – raise money for class set
of 10 iPads (partially achieved –
Achievements against Para 1.41 remainder funding found by school)
objectives set Objective – raise money for purchase
of adapted buggy (achieved – buggy
purchased with funds and now in use)
Objective – raise money for purchase
of new 17 seater minibus (achieved –
order has been placed for the new
minibus)
The majority of funds raised has been
via charitable grants and donations.
Performance of We raised c.£800 from Christmas
fundraising activities Para 1.41 raffle, c.£180 from a clothes
against objectives set collection, and similar amounts of
money from bake sales before Covid.
We have had through marketing the
charity charitable donations of £1000
and £3000 from a local Flower Club
and the Upside Down charitable group
and we have raised over £2000 from
a sponsored walk in February 2021.
Local businesses have contributed
small amounts of money and prizes to
hold other small raffles and parents of
the school have kindly carried out
their own fundraising. The remainder
has been raised through applying to
various grant giving organisations and
local Councillors funds.
N/A
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21 31/12/2020
financial position at the
end of the period
Statement explaining Para 1.22 The reserves policy has not yet been
the policy for holding set.
reserves stating why This will be discussed at next trustees
they are held meeting
Amount of reserves held Para 1.22 £26,267 at 31/12/2020
Reasons for holding zero Para 1.22
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)**
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You may choose to include further statements where relevant about:
Fundraising sources include typical
PTA activities around school and in
The charity’s principal the community, charitable donations
sources of funds Para 1.47 from the public and also applying for
(including any larger sums of money via grant giving
fundraising) organisations.
N/A
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
The uncertainty facing other grant
giving organisations means that there
A description of the Para 1.46 is a risk that we may not be able to
principal risks facing the achieve our objectives as quickly as
charity previously hoped. The pandemic
poses a threat to ongoing traditional
fundraising methods since we may
not be able to hold events as we
would have done, and this in turn
makes it more difficult to promote the
charity to the general public.
Other
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## **Structure, Governance and Management**
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Description of charity’s N/A
trusts:
Type of governing Para 1.25 Foundation Model Constitution
document approved the Charity Commission.
(trust deed, royal
charter)
How is the charity Para 1.25 CIO
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 New Trustees are recruited following
methods including discussion within the existing Board,
details of any and particular attention is paid to the
constitutional provisions skill set and links as well as the
e.g. election to post or amount of time they are able to
name of any person or commit to the charity. Full agreement
body entitled to appoint is sought from the Trustees via vote
one or more trustees prior to offering a Trustee position.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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All new Trustees are given a copy of
“The Essential Trustee” and have
Policies and procedures discussions with the Chair to explain
adopted for the Para 1.51 how our charity operates.
induction and training of
trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Friends of Hexham Priory School
Other name the charity N/A
uses
Registered charity 1185241
number
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Charity’s principal Hexham Priory School
address Corbridge Road
Hexham
NE46 1UY
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Katherine Miller Trustee
Elizabeth Trustee
2
Davison
3 Sarah Nixon Trustee
4 Michelle Rivkin Trustee
5 Janet Lowerson Trustee
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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Corporate trustees – names of the directors at the date the report was approved **Director name**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for
whole year
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**Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
**Type of Name Address adviser Fundrai** Liam Conroy **sing Govern** Nick Kennon **ance**
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
As mentioned above, Liam Conroy and Nick Kennon have participated in meetings in an advisory capacity pending full adoption onto the Board of Trustees. We are currently awaiting the paperwork to finalise this; with Nick Kennon being voted in as Chair of Trustees, replacing Katherine Miller who is stepping down.
## **Declarations**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees** M A Rivkin **Signature(s)** K Miller Mrs Michelle Anne Rivkin **Full name(s)** Miss Katherine Miller **Position (eg** Chair Treasurer **Secretary, Chair, etc)**
**Date** 27/10/2021
## **Independent examiner’s report**
**Report to the Trustees of the Friends of Hexham Priory School On the accounts for the period from 9 September 2019 to 31 December 2020**
## **Charity no: 118524**
I report to the charity trustees on the examination of the accounts of the Company for the period from the Company’s registration on 9 September 2019 to 31 December 2020, as attached.
## **Responsibilities and basis of report**
As the charity’s trustees of the Company (who are the directors of the company for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (“the 2006 Act”).
Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (“The 2011 Act”). In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act).
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that accounting records were not kept in accordance with section 386 of the Companies Act 2006.
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.
Geraldine Green Independent examiner October 30, 2021
## **Independent examiner’s report**
**Report to the Trustees of the Friends of Hexham Priory School On the accounts for the period from 9 September 2019 to 31 December 2020**
## **Charity no: 118524**
I report to the charity trustees on the examination of the accounts of the Company for the period from the Company’s registration on 9 September 2019 to 31 December 2020, as attached.
## **Responsibilities and basis of report**
As the charity’s trustees of the Company (who are the directors of the company for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 (“the 2006 Act”).
Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your charity’s accounts as carried out under section 145 of the Charities Act 2011 (“The 2011 Act”). In carrying out my examination, I have followed the Directions given by the Charity Commission (under section 145(5)(b) of the 2011 Act).
## **Independent examiner’s statement**
I have completed my examination. I confirm that no material matters have come to my attention which gives me cause to believe that accounting records were not kept in accordance with section 386 of the Companies Act 2006.
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.
Geraldine Green Independent examiner October 30, 2021