||||||**Trustees' Annual Report**|**Trustees' Annual Report**|**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**|**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**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body)**
**entitled to appoint**
**trustee (if any)**|
|---|---|---|---|---|
||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|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**£21,972**available
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**
1
**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**
2
**IER**