Trustees’ Annual Report for the period
From Jan 2022 Period start date To Dec 2022 Period end date
Charity name: Friends of Hexham Priory School
Charity registration number:
Objectives and Activities
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SORP reference
Summary of the purposes Para 1.17
TO ADVANCE THE EDUCATION OF PUPILS AT HEXHAM
of the charity as set out PRIORY SCHOOL BY SUPPORTING THE SCHOOL AND
in its governing ENCOURAGING LINKS WITH THE WIDER COMMUNITY; BY
PROVIDING AND ASSISTING IN THE PROVISION OF EXTRA
document
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
activities in relation to 1.19 General fundraising through school channels –
parents and carers and the general public –
those purposes for the
where possible due to Covid restrictions.
public benefit, in Applying for charitable grants to raise money in
particular, the activities, particular for the purchase of a new school
projects or services minibus.
identified in the
accounts.
Statement confirming Para 1.18
whether the trustees All Trustees were issued with a copy of “The
Essential Trustee” and have confirmed they are
have had regard to the
aware of the concept of public benefit.
guidance issued by the
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 Friends of Hexham Priory School is made up of a Board of Volunteer Trustees and operates Para 1.38 similarly to a PTA, therefore receives help from Contribution made by
volunteers 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
Achievements and Performance
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SORP reference
We have been able to achieve some fantastic
outcomes for the beneficiaries of the charity.
We have taken delivery of second new bus
which was funded through Stay strong Stu /
Summary of the main Para 1.20 Woodenspoon and ourselves
achievements of the Which means more students can get out for
charity, identifying the trips and therapies off site.
difference the charity’s
work has made to the
circumstances of its
beneficiaries and any
wider benefits to society
as a whole.
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Objective
Take delivery of second bus – achieved
Achievements against Para 1.41
objectives set
Objective
Start fundraising again – achieved but
Performance of not til start of new school year
fundraising activities Para 1.41 September 2022
against objectives set
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 Charity is in good position with small
financial position at the sum of money which has not been
end of the period allocated yet so we have asked staff
for wish list for 2023 so we can benefit
beneficiaries more.
Statement explaining the Para 1.22 Not confirmed as yet
policy for holding
reserves stating why they
are held
Amount of reserves held Para 1.22 N/a
Reasons for holding zero Para 1.22 N/a
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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Fundraising sources include typical PTA
activities around school and in the community,
charitable donations from the public and also
The charity’s principal
applying for larger sums of money via grant
sources of funds Para 1.47
giving organisations.
(including any
fundraising)
N/a
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
N/a
A description of the Para 1.46
principal risks facing the
charity
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 approved my the
document 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
methods including details New Trustees are recruited following discussion
within the existing Board, and particular
of any constitutional
attention is paid to the skill set and links as well
provisions e.g. election to as the amount of time they are able to commit
post or name of any to the charity. Full agreement is sought from
person or body entitled the Trustees via vote prior to offering a Trustee
to appoint one or more position.
trustees
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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 discussions with
the Chair to explain how our charity operates.
Policies and procedures
adopted for the induction Para 1.51
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
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
2 Michelle Rivkin Trustee
3 Sarah Nixon Trustee
4 Janet Lowerson Trustee
Elizabeth Trustee
5
Davison
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
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
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) M A Rivkin Full name(s) Mrs Michelle Anne Rivkin
Position (eg Treasurer Secretary, Chair, etc)
Date
| General fundraising | Minibus fundr | |||
|---|---|---|---|---|
| CR | DR | |||
| 01/22 Lotto | £2.00 | |||
| 02/22 Easy funding | £44.55 | Quilter Cheviot | ||
| Lotto | £2.50 | |||
| 03/22 Lotto | £2.00 | Payment bus | ||
| 04/22 Lotto | £2.00 | |||
| 05/22 Lotto | £2.00 | |||
| 06/22 Lotto | £5.00 | |||
| Easy funding | £17.66 | |||
| 07/22 Lotto | £12.00 | |||
| 08/22 Easy funding | £31.88 | |||
| Lotto | £2.00 | |||
| 09/22 Lotto | £7.50 | |||
| 10/22 Lotto | £9.50 | |||
| 11/22 Easy funding | £38.09 | |||
| Lotto | £3.00 | |||
| Cofee morning | £7.94 | |||
| Hampers | £13.46 | |||
| License | £40.00 | |||
| Rafe tickets | £52.00 | |||
| Panto | £1,368.00 | |||
| 12/22 Lotto | £10.00 |
| Bf from 2021 Balance Money at bank 31/12/22 Money held by hexham Priory Total funds Representing Ipads General Allocated funds/ Accural costs Tyne valley coaches iPad cost Extra tickets theatre Deposit for theatre 2024 Cost of disposable cups Money for classes (money HP have) Accural for money raised (income) |
£191.68 £1,481.40 £5,701.58 Bf from 2021 £4,411.86 Balance £4,331.91 £1,000.00 £5,331.91 £1,000.00 £4,331.91 £5,331.91 £542.00 £891.00 £94.50 £200.00 £30.00 £1,000.00 £2,757.50 £1,140.80 £74.00 |
|---|---|
Christmas Rafe Cofee refreshments |
My child art £41.80 £1,256.60
Not Allocated funds from 2022 £3,831.01
raising CR DR
£2,800.00
-£5,995.00
£2,800.00 -£5,995.00 £3,115.05 £5,915.05 -£79.95