## The AKS Foundation 

Trustees David Richard Cartmell Judith Anne Cooper Duncan Cowburn Christopher Roy Dickson Shru Morris Registered office AKS Lytham Independent School Clifton Drive South Lytham St Annes FY8 1DT Charity Number 1191646 



The Trustees present their report and the unaudited accounts for the charity for the year ended 30 September 2021. 

## Structure, governance and management 

The Charity was established on (date). The Objects of the Charity are to advance the education of boys and girls by the provision of a or day and boarding school or schools by way of providing bursary awards subject to parental means testing thereby widening access to AKS School, and to improve the infrastructure of AKS School or such other area of benefit within which the Charity Trustees decide to benefit. 

To achieve the above Objects, considerable income must be generated. The Charity does not itself raise funds; rather this is the responsibility of the AKS School, who will aim to achieve this by generating donations to the Charity from alumni and other supporters of AKS. 

The trustees who have served during the year are shown on page 1. Generally Trustees are appointed for a 3 year term, and are selected with regard to the skills, knowledge and experience needed for the effective administration of the charity. Trustees can be reappointed for a maximum of 3 consecutive terms. 

## Activities during the Year 

The charity is not currently in a position to make awards under its Objects, as it currently has no funds. During the last year, AKS has been establishing the necessary infrastructure to start to generate those funds, and is expected in the coming months to appoint a Director of Development whose remit will be further this process. 

In the meantime the Charity has established the operating policies necessary to achieve its Objects. 

## Financial review 

The Charity has had no income, or expenditure during the year.  The Charity has no Capital, nor debt. 

## Plans for the coming year 

The Charity will continue to support AKS in developing its funding infrastructure. 



I FOR INGLANL) ANLI WAIES
Receipts and payments accounts
CC16a
For the period
from
S Ock lQlO
To
311812D2
Section A Receipts and payments
Unre5tricled
funds
ltr ghe nearest
Restricted
funds
Endowment
funds
Total funds
Last yoar
to the ntare5t£
to Ih n¢are•t£
10 Iht nearlst £
lo Ihe n¢areJt
A1 Rocelpts
N¢ri
Sub total(Gro8s income
AR)
or
A2 Ass41 and Investment sales,
l$e* table).
None
Sub total
A3Pa
ents
Nonq
Sub total
A4 A$￿t and inve5tmenl
purchasts,
se• table
None
Sub total
Net of re¢elpts/{payments)
A5 Transfers between funds
A6 Cash fund5 last ytrar end
Cash funds this year end
CCXX R1 a￿0￿)t$ ISSI
1610612022

Section B Statement of assets and liabilities at the end of the period
ilnreslrlcted
Restri¢led
funds
lunds
Endowmènt
funds
to nearestÉ
to n￿rest£
B1 Cash fvnds
lth)Tr*
Total cash funds
[￿￿{6)}
Unrestricte
lunds
r¢$i£
Restrlcled
lunds
lo ne•r¢$t£
Endowment
funds
ton¢arest£
Fundto*hkh
OAtlopllonall
¢uwenlv*l4•
Dotai15
Norn•
B3 Investrnent assets
Fund ID vthlrh
Costlopuonall
CU￿￿ty11￿*
Ilon
B4 Asgetg retalned forthe
¢harlly's own use
Non•
Fund to whlch
relat••
ountdu•
Wh*n
riot,?ils
None
86 Llabllttl•s
Sig￿rt by tx* or￿9 trusl•es on
behalf of all Ihe Iruslees
Date of
rov
Signaturè
Prfnl Name
Chris tickson
11.6.11
CCXX R2 ateounts ISSI