2023-08-31-accounts - Friends Of Dalmain

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Trustees’ Annual Report for the period

From 1 September 2022 To 31 August 2023

Charity name: Friends of Dalmain

Charity registration number: 1192722

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The object of the association is to advance the education of pupils in the school. In particular by: developing effective relationships between the staff, parents and others associated with the school; engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils.
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The main activities of Friend of Dalmin include: running school fairs, bake sales, uniform sales and other fund raising activities to raise money for the school. The funds raised are spent on activities and equipment for the school.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees consider that the public benefit test is met.

Additional information (optional)

You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A – no grants made
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	Friends of Dalmain is wholly run by unpaid volunteers
Other		N/A

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	During the year the charity ran the following successful events: - Winter fair - Quiz night - Music night - Summer fair - Bake sales and uniform sales Additionally funds were spent on: - Reading sheds - Playground furniture - Wildlife garden - Coach - School discos

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set	Para 1.41	Friend of Dalmain’s achievements were in line with the objectives set.
Performance of fundraising activities against objectives set	Para 1.41	Friend of Dalmain’s fundraising activities were in line with the objectives set.
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:	Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set	Para 1.41	Friend of Dalmain’s achievements were in line with the objectives set.
Performance of fundraising activities against objectives set	Para 1.41	Friend of Dalmain’s fundraising activities were in line with the objectives set.
Investment performance against objectives	Para 1.41	N/A
Other		N/A

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	See accounts
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	N/A – no reserves policy
Amount of reserves held	Para 1.22	See accounts
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	Donations and events held at school
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Trust deed
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated association
Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees	Para 1.25	Volunteers at AGM

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	N/A
Other		N/A

Reference and Administrative details

Charity name	Friends of Dalmain
Other name the charity uses	FoD
Registered charity number	1192722
Charity’s principal address	DALMAIN PRIMARY SCHOOL GROVE CLOSE LONDON SE23 1AS

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Jocelyn Turner	Chair	From 9 September 2022
Amy Hester Martha Fox	Trustee	From 9 September 2022
Daniela Schichor	Trustee	From 9 September 2022
Miriam Walden	Trustee	From 9 September 2022
Katharine Whitney	Trustee	From 9 September 2022

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)	Additional information (optional) Names and addresses of advisers (Optional information)
Type of adviser Name Address




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) Full name(s) Position (eg Secretary, Chair, etc) Date

Friends of Dalmain Financial Report Academic year 2022‐23

Registered charity: 1192722

Summary of Accounts

Brought Forward 2021‐22	21,274	Notes
*Incoming 2022‐23*
Christmas Fair Takings	11,191	Includes trees, puddings, tea towels and cards
Summer Fair Takings	8,146
Music night Takings	2,095
Quiz night Takings	1,039
School Sales (uniform, books, bake sales)	1,714
Donations	2,567
	26,751
*Outgoing 2022‐23*
Christmas Fair Expenses	(3,571)
Summer Fair Expenses	(2,763)
Music night Expenses	(866)
Quiz night Expenses	(636)
School sale Expenses	(25)
School Entertainments	(1,420)	Discos, coaches
Fundraising Expenses	(140)
Wildlife Garden	(3,251)
Playground Furniture	(13,530)
Reading Sheds	(1,628)
	(27,830)
Carried Forward 2022‐23	20,195
Floats	80
Carried Forward 2022‐23	20,275

Friends of Dalmain - Trustees' Annual Report & Accounts 2023

Independent Examiner's Report to the Trustees of Friends of Dalmain (1192722)

I report on the accounts of the Friends of Dalmain for the year ended 31 August 2023. The accounts are attached to this document.

Respective Responsibilities of Trustees and Examiner

The charity's Trustees are responsible for the preparation of the accounts. The charity's Trustees consider that an audit is not required for this year, under Section 144(2) of the Charities Act 2016 (the 2011 Act), and that an independent examination is required. The charity's gross income exceeded £25,000 and I am qualified to undertake the examination by being a qualified member of the Chartered Institute of Management Accountants.

It is my responsibility to:

Examine the accounts under Section 145 of the 2011 Act
Follow the procedures laid down in the General Directions given by the Charity Commission (under Section 145(5)(b) of the 2011 Act); and
State whether particular matters have come to my attention.

Basis of Independent Examiner's Report

My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as Trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statements below.

Independent Examiner's Statement

In connection with my examination, no matter has come to my attention:

(1) Which gives me reasonable cause to believe that in any material respect the requirements to:
Keep proper accounting records in accordance with Section 130 of the 2011 Act;
Prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act
(2) To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

In connection with my examination, no matter has come to my attention.

Signed:

Date: 25/03/2024 Details: Kate Taylor, 40 Sunbury House, Swanfield Street, London, E2 7LE.