2023-07-31-accounts - Belmont Families

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

				Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	Trustees' Annual Report	for theperiod	for theperiod	for theperiod	for theperiod
				From		Period start date					T o	Period end date
						Day 01	Month Aug			Year 2022		Day 31	Month Jul		Year 2023

	Section A				Reference and administration details

			Charity name					Belmont Families

Other names charity is known by Registered charity number(if any)								Belmont Home School Association
								1187712
								1187712

		Charity's principal address							Belmont Infant Junior School
									Rusper Road

									Postcode					N22 6RA

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Anna-Maria Manjusta Pitman	Chairperson
Catalina Cotoara	Treasurer
KatyTustian	Secretary	Appointed 20 Sep2022
Monica Haile-Selassie
Jennifer Aurora Bellingham
Jennifer Cogan
Laura Vernals








Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

1 Charity Reg.No.1187712

Belmont Families, Rusper Road, N22 6RA

Names and addresses of advisers (Optional information)

Type of Name Address adviser Name of chief executive or names of senior staff members (Optional information) Structure, governance and management

Section B

Description of the charity’s trusts

Constitution adopted 19[th] November 2019 Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Elected by Association members and appointed by The Committee of the Trustee selection methods Association (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.

Trustees are elected by Association members and at a minimum consist of Chairperson, Secretary, Treasurer. The Committee of the Association may appoint such other Trustees as may from time to time be deemed necessary.

All trustees have served throughout the year and will continue until at least the next AGM scheduled for 10[th] October 2023.

The business of the Association is managed by a Committee of 8 members, consisting of:

a) Chairperson

b) Secretary

c) Treasurer
d) Volunteer Co-ordinator
e) Purchasing Co-ordinator f) Local Business Liaison Co-ordinator
g) Grants Secretary h) General Member

The Committee, 7 of whom are also the charity trustees, are responsible for the overall management and control of Belmont Families and are supported by class reps and parent/carer and teacher volunteers. The Association meets approximately 5 times a year and more regularly in smaller Committee working groups for specific events.

Belmont Families, Rusper Road, N22 6RA 2 Charity Reg.No.1187712

Objectives and activities

Section C

The purpose (‘objects’) of the association is to advance the education of all pupils in the school in particular by: a) Raising funds for school enrichment activities, ensuring an equal experience for all children, including those who are disadvantaged. b) Celebrating and promoting our diverse school community to Summary of the objects of the create a friendly, inclusive environment charity set out in its governing c) Providing extra opportunities to have fun at school document d) Developing effective relationships between the staff, parents and others associated with the school Belmont Families exists to support both Belmont Infant School and Belmont Junior School equally. Fundraising A total of £29,702 was raised through events and donations during this financial year. The events included Pyjama Day, a cake, book and fancy-dress sale, a Winter disco, a wreath making workshop, an Ice Skating Disco, Quiz night, Wacky Hair Day, ice-cream sales and a Summer Fair. We were very fortunate to earn £15.5k through the Netflix match funding scheme we were signed up to by a parent. Celebrating and promoting diversity When planning our events, we have tried to make sure that they are inclusive and appealing to a wide range of children and parents. At our events, with the exception of Quiz Night where only adults were invited, we decided not to serve alcohol (so as to not exclude some families) and to make sure there was plenty of vegetarian, vegan and Halal food. Summary of the main activities undertaken for the public Opportunities to have fun at school benefit in relation to these objects (include within this Pyjama Day and Wacky Hair Day were back by popular demand again section the statutory this year! We were very grateful to both schools for hosting the Winter declaration that trustees have disco and Summer Fair at the weekend which enabled the whole school had regard to the guidance community to get together on familiar territory. The money which we issued by the Charity have raised will go a long way to pay for fun activities at school from Commission on public benefit) artist visits to pantomimes. It will mean that the children can go on school trips and that these are enhanced by extra special activities like sailing and pony trekking.

Developing effective relationships Belmont Families have set up and frequently use WhatsApp groups for each class or year group. This helps to communicate what events are taking place and allows parents to interact with each other. We are grateful to the school office staff who have helped us send out communications to parents via email. Staff have helped out at the Winter disco and Summer fair and good relationships between the Headteachers and the Committee have continued.

3 Charity Reg.No.1187712

Belmont Families, Rusper Road, N22 6RA

Statutory declaration

The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Association’s aims and objectives and in planning future activities.

All trustees give of their time freely and no benefit including remuneration or expenses were paid in the year.

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

policy on grantmaking;

We are grateful for the many hours volunteers spent organising events and helping with the running of the charity. Without this valuable contribution of time, energy and expertise we would not have been able to achieve so much.

policy programme related investment;
contribution made by volunteers.

Section D

Achievements and performance

Summary of the main achievements of the charity during the year

Fundraising

We have had an extremely busy and successful year. We have considered what happened in the previous year and made strategic choices which benefited the earnings of the charity. As our volunteers had less time available, we focused on the activities that added the highest value. We purposefully reduced the number of activities to make things more manageable for the volunteers we have.

Fundraising We have had an extremely busy and successful year. We have considered what happened in the previous year and made strategic choices which benefited the earnings of the charity. As our volunteers had less time available, we focused on the activities that added the highest value. We purposefully reduced the number of activities to make things more manageable for the volunteers we have. Date Event Amount 30/09/2022 Pyjama Day £383 26/11/2022 Winter Disco £2,927 12/12/2022 Wreath £207 22/02/2023 Costumes, books, cakes £654 03/03/2023 Quiz night £346 08/06/2023 Wacky Hair £325 10/06/2023 Ice-skating £327 02/07/2023 Summer Fair £7,779 20/07/2023 Ice-cream sales £239 ongoing Easy Fundraising £674 ongoing Charities Trust £300 Partykits £54 Admin costs -£161 PayPal Giving Fund 25 Interest 87.49 Total Raised Year to Date £14,166.35 Netflix donation Mar23 £15,536.00 Total raised 22/23 £29,702.35 To schools -£32,000.00	Fundraising We have had an extremely busy and successful year. We have considered what happened in the previous year and made strategic choices which benefited the earnings of the charity. As our volunteers had less time available, we focused on the activities that added the highest value. We purposefully reduced the number of activities to make things more manageable for the volunteers we have. Date Event Amount 30/09/2022 Pyjama Day £383 26/11/2022 Winter Disco £2,927 12/12/2022 Wreath £207 22/02/2023 Costumes, books, cakes £654 03/03/2023 Quiz night £346 08/06/2023 Wacky Hair £325 10/06/2023 Ice-skating £327 02/07/2023 Summer Fair £7,779 20/07/2023 Ice-cream sales £239 ongoing Easy Fundraising £674 ongoing Charities Trust £300 Partykits £54 Admin costs -£161 PayPal Giving Fund 25 Interest 87.49 Total Raised Year to Date £14,166.35 Netflix donation Mar23 £15,536.00 Total raised 22/23 £29,702.35 To schools -£32,000.00	Fundraising We have had an extremely busy and successful year. We have considered what happened in the previous year and made strategic choices which benefited the earnings of the charity. As our volunteers had less time available, we focused on the activities that added the highest value. We purposefully reduced the number of activities to make things more manageable for the volunteers we have. Date Event Amount 30/09/2022 Pyjama Day £383 26/11/2022 Winter Disco £2,927 12/12/2022 Wreath £207 22/02/2023 Costumes, books, cakes £654 03/03/2023 Quiz night £346 08/06/2023 Wacky Hair £325 10/06/2023 Ice-skating £327 02/07/2023 Summer Fair £7,779 20/07/2023 Ice-cream sales £239 ongoing Easy Fundraising £674 ongoing Charities Trust £300 Partykits £54 Admin costs -£161 PayPal Giving Fund 25 Interest 87.49 Total Raised Year to Date £14,166.35 Netflix donation Mar23 £15,536.00 Total raised 22/23 £29,702.35 To schools -£32,000.00
Date	Event	Amount
30/09/2022	Pyjama Day	£383
26/11/2022	Winter Disco	£2,927
12/12/2022	Wreath	£207
22/02/2023	Costumes, books, cakes	£654
03/03/2023	Quiz night	£346
08/06/2023	Wacky Hair	£325
10/06/2023	Ice-skating	£327
02/07/2023	Summer Fair	£7,779
20/07/2023	Ice-cream sales	£239
ongoing	Easy Fundraising	£674
ongoing	Charities Trust	£300
	Partykits	£54
	Admin costs	-£161
	PayPal Giving Fund	25
	Interest	87.49
	Total Raised Year to Date	£14,166.35

	Netflix donation Mar23	£15,536.00

	Total raised 22/23	£29,702.35

	To schools	-£32,000.00

4 Charity Reg.No.1187712

Belmont Families, Rusper Road, N22 6RA

Section D

Achievements and performance

Section E	Financial review
Brief statement of the charity’s policy on reserves Details of any funds materially in deficit
	There is no policy on reserves. However, the Treasurer maintains enough money in the account to cover forthcoming expenses such as event set up costs, floats and licences. At no point in the year was the account overdrawn. At the beginning of the year, we had total funds of £24,270 across our bank account and cash. During the year we had incoming funds of £29,702 and we paid£32,000 to the two schools. At the end of the year, we had a total cash balance of£21,972available for future distributions.
	There are no funds 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

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) Anna-Maria Pitman

Catalina Cotoara

5 Charity Reg.No.1187712

Belmont Families, Rusper Road, N22 6RA

Position (eg Secretary, Chair Chair, etc)

Treasurer

Date 08/10/2023

6 Charity Reg.No.1187712

Belmont Families, Rusper Road, N22 6RA

Reg. no. 1187712 CC16a

Belmont Families

Receipts and payments accounts For the period 01/08/2022 To from

To 31/07/2023

Section A Receipts and payments

----- Start of picture text -----
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Cycle challenge - 11,039
Fundraising events Autumn 383 383 3,548
Fundraising events Winter 5,050 - - 5,050 6,830
Fundraising events Spring 649 - - 649 4,034
Fundraising events Summer 12,598 12,598 10,549
Corporate donation 15,536 15,536 15,536
Other donations 1,054 1,054 1,722
Interest 87.49 87
-
-
-
Sub total (Gross income for
35,357 - - 35,357 53,258
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 35,357 - - 35,357 53,258
A3 Payments
Cycle challenge - - - - 317
Fundraising events Autumn - - 1,454
Fundraising events Winter 1,263 - - 1,263 2,429
Fundraising events Spring 303 - - 303 1,516
Fundraising events Summer 3,928 3,928 3,193
Corporate donation - - - - -
Other donations - - -
Administrative costs 161 - - 161 520
Donation Belmont Junior 16,000 - - 16,000 13,000
Donation Belmont Infants 16,000 - - 16,000 13,000
- - -
- - - -
Sub total 37,654 - - 37,654 35,429
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total - - - - -
Total payments 37,654 - - 37,654 35,429
Net of receipts/(payments) - 2,298 - - - 2,298 17,829
A5 Transfers between funds - - - - -
A6 Cash funds last year end 24,270 - - 24,270 6,441
Cash funds this year end 21,972 - - 21,972 24,270
----- End of picture text -----

Section B Statement of assets and liabilities at the end of the period

Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities	Details Current account Savings Account PayPal Petty Cash *Total cash funds* (agree balances with receipts and payments account(s)) Details Details Details Details Signature	Unrestricted funds Restricted funds to nearest £ to nearest £ 541 - 20,919 - 140 373 - 21,972 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Anna-Maria Pitman Print Name Catalina Cotoara	Endowment funds to nearest £ - - -
			-
			OK Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - When due (optional) Date of approval 25/09/2023 25/09/2023

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name Belmont Families members of On accounts for the year 31/07/2023 Charity no 1187712 ended (if any) Set out on pages Pages 1 to 6

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2023 .

Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act
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 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 ~~(other than that disclosed below *)~~ in connection with the examination which gives me cause to believe that in, any material respect:

accounting records were not kept in accordance with section 130 of the Act or
the accounts do not accord with the accounting records

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Please delete the words in the brackets if they do not apply.

Signed: Name: Relevant professional qualification(s) or body (if any): Address:		10/02/2024

	Prem Guckool

	ACCA

	5 Mannock Road
	London
	N22 6AT

October 2018

IER

Section B Disclosure

Only complete if the examiner needs to highlight 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 .

October 2018

IER