Trustees’ Annual Report for the period
From 01.04.2022 Period start date To 31.03.2023 Period end date
Charity name: Friends of Harris Primary Academy East Dulwich
Charity registration number: 1193823
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of pupils at Harris Primary Academy East Dulwich through developing effective relationships between the staff, parents and other associated with the school; and engaging in activities and providing facilities and equipment which support the school. |
| 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 |
Raising funds primarily through fundraising activities along with donation drives and ancillary trading activities. These funds are then used to make grants to Harris Primary Academy East Dulwich |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have had regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by
volunteers Other
Achievements and Performance
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SORP reference
The charity has made significant grants
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| Achievements and Performance | Achievements and Performance | Achievements and Performance |
|---|---|---|
| SORP reference | ||
| The charity has made significant grants | ||
| 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 | to Harris Primary Academy East Dulwich including those for upgrades to the school infrastructure being funded, additional books being purchased, school sport equipment being provided, training for staff at the academy being provided, and enrichment activities being funded. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | We raised significant funds from annual fundraising activities and one off initiatives. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Funds being held are for current projects which will require payment in future periods or are reserves for future requests for funding from the school or projected future funding needs for the school. |
| Amount of reserves held | Para 1.22 | £24,170 |
| 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 |
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 | |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution - a model constitution for parent teacher associations in England and Wales provided by Parentkind (edition provided in 2018) and adopted on 24 March 2017. |
| 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 | Trustees are elected at the AGM after nomination and a free vote of all attending members of the charitable association. |
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: |
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 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of Harris Primary Academy East Dulwich |
|---|---|
| Other name the charityuses | FoHPED,FoHPAED |
| Registered charitynumber | 1193823 |
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Charity’s principal address C/O Harris Primary Academy East Dulwich
173 Lordship Lane
London
SE22 8HD
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Laura Heaton Chair Until 08/03/2023
2 Helga Ogier Treasurer Until 08/03/2023
3 Sarah Swolfs
Alexandra
4
Cunnington
5 Benjamin Lim From 08/03/2023
6 Sarah Golbert Chair From 08/03/2023
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
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
| Description of the assets held in this capacity |
None |
|---|---|
| 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) A Cunnington Full name(s) Alexandra Cunnington Position (eg Secretary, Trustee Chair, etc) Date 29.06.2024
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Charity Commission number:
Friends of Harris Primary East Dulwich 1193823
Receipts and payments accounts
For the period from 01/04/2022 To 31/03/2023
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Receipts and Payments
Receipts
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Activity Details Income Sub total income
Investment Income Interest on bank accounts £24.98 £24.98
Donations Amazon Smile £281.26
London Landmarks Half Marathon - April £670.33
Paypal general donations £354.09 £1,305.68
Fundraising Activities Bake and book sale £1,286.26
Easy Fundraising £522.55
FoHPED Pub Quiz 2022 £3,872.60
Fun Run £461.42
Halloween £413.00
Queends Jubilee tea £437.59
Santa Letters £533.34
Summer Fair £6,338.31
Times Table Mural £2,331.37
Xmas fair £6,987.41
Year 6 funding £1,722.68 £24,906.53
Gift aid Gift aid £653.26
Gift Aid Reclaim on Times Tables Mural
Donations £1,140.27 £1,793.53
Trading Trees 2022 £3,520.44
Xmas estate agent boards £1,280.00 £4,800.44
Total receipts £32,831.16
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Payments
| Activity | Details | Costs | Sub total costs | |||||
|---|---|---|---|---|---|---|---|---|
| Fundraising Costs | Bake and book sale | £30.00 | ||||||
| Fundraising Costs | FoHPED Pub Quiz 2022 | £1,335.43 | ||||||
| Fundraising Costs | Summer fair | £1,160.08 | ||||||
| Fundraising Costs | Winter Fair | £1,412.09 | ||||||
| Fundraising Costs | Year 6 fundraising costs | £40.34 | £3,977.94 | |||||
| Grants | to | Harris Primary East Dulwich | General Grants | £4,479.96 | ||||
| Playground | £12,703.60 | |||||||
| Playground | £12,703.60 | |||||||
| Year 6 leavers | £217.32 | £30,104.48 | ||||||
| Office Costs | Parentkind | £128.00 | ||||||
| Storage Sheds | £6.79 | |||||||
| Storage Sheds | £105.41 | |||||||
| Summer fair | £21.00 | |||||||
| Wix | £18.60 | |||||||
| Wix | £74.25 | |||||||
| Xmas fair Licence | £21.00 | £375.05 | ||||||
| Trading Costs | Trees 2022 | £1,927.20 | £1,927.20 | |||||
Total Payments £36,384.67
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Assets and Liabilities
Statement of Assets and Liabilities at the end of the period
Assets
Cash Funds £24,169.97
one gas BBQ - no real value £0.00
one gas cannister - no real value £0.00
assorted paper plates and cups - no real value £0.00
boxes of decorations and left over props - no real value £0.00
one trestle tables - no real value £0.00
Total value of assets £24,169.97
Liabilities
- - -
total Liabilities £0.00
Signed by one or two trustees on Date of
behalf of all the trustees Signature Print Name approval
A Cunnington A.Cunnington 29.06.24
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Friends of Harris Primary Academy East Dulwich
On accounts for the year 31.03.2023 Charity no 1193823 ended (if any)
Set out on pages
(remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2022
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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
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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:
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accounting records were not kept in accordance with section 130 of the Act or
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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: Date: 07/08/2024
Name: Sam Dumonteil Relevant professional qualification(s) or body (if any):
Address: 27 Chesterfield Grove, London, SE22 8RP
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 None any items that the examiner wishes to disclose .
October 2018
2
IER