CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Friends of Burlington School On ac¢ounts forthe year ended 31 Augusl 2024 Charlty no lif any} 1195931 Set out on pages So8 Trustees report and Accounts I report to the trustees on my examlnation of the accounts of the above charity {'Ihe Trust.) for the year ended 31. August 2024 Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 l.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 all the applicable Directions given by the Chaiily Commission under section 14515}{b} of the Act. Independent I have completed my examinalion. I confirm that no material matter$ have examlner's statement come lo my attention in connection with the examination which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act.. or the accounts did not accord with the 8CCOUnting records., or the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports} Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination lo which allenlion should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Signed.. Date: 2310612025 Name: Sarah Jayne Roberts Relevant professional qualificationlsl or body {if any),, Bsc FCA Address: Valley View, Askew Gate Brow Kirkby in Furness Cumbria LA17 7TE IER Oct 2018
Section B Disclosure Only complete if the examiner needs lo highlight material mallers of concern (see CC32, Independent examination of charity accounts.. directions and guidance fr)r ex8rriners). Give here brief details of any Items that the examinerwishes to dlsclosè. IER Oct 2018
Frlehds of Buyllngton School Charity number 1195931 Tru5tee5 annual report for the perlod I" September 2023 to 31, August 2024 Reference ond udmlnlstmllon detulls Friends of Burlington School (charity number 11959311 15 based at 8urlin8ton School, School Road, Kirkby in Furness, Cumbria L417 7UH. Tntstees Rachel Ritchie Alexandra M3sL)n Sarnantha Wllklnson Structure, Governt7nce L7nd Munugement The charity is governed by St5 Con5titufjon as adopted on 31, january 2017 and is administered by trustee5 selected by appolntment. Oblectives The Charity's objective is tD advance the educatton of pupils at Burlington School by developbng effective relationships between the staff, parent5 and others associated with the school and by engaglng Sn activities or providing facilities or equipment whlch support the school. Achlevements and performunce Durlng the year the Frlends of Bijrlington School raised money by running even15 ft>r the puplls such as dlscos, a christmas fair and a talent show. We also received a large donatlon from a local business. The Friends of Burllngton School have supported the school by contrbbuting towards the refurbishment of a classroom, the refit of the playground a5 well a5 smaller outdoor projects and re3dlng resour5. Flnan¢lol revlew The Charity received income of £52,054.12 this year12023 £59,378.16) £48975.50 of this was from a restrlcted dDnafjon. ExpendSture totalled £25125.6512023- £36,942.34). Thi5 created a surplus of £26,948.2712D23- £22,435,841 to be added to the reserves brought forward of £56,982.22. At the year end unrestricted reserves totalled £8,033.38 and resirl¢ted reserves of £75877.31. The reserve pollcy of the Charlty Is to hold sufficient funds to meet its day to day Ilablllties as they fall due. The trustees declare that they have approved the trustees, report above Slgned on behalf of the charity trustees'.- Full name., Rachel Ritchie Position: Treasurer Date.. 1410612025
Frlends ol Burlln8ton School Charlty number., 1195931 Recelpis Payment5 accounts YIE 31stAugust2024 UnrestTlcted funds Restrlcted funrls Toia12024 Total 2023 Income Chrlstmas talr Donation Discos (Halloween and Valentlnesl BurlSTrgtons Got Talent Sale ol equlpmenl Eas5rfundralsinglAmazon Halloween trall sheets Smalldonatlons Cinderella Rockalella event Pre-loved unilorrn sale FESP Donation 420.43 1500.00 194.65 420.43 50475.50 194.65 0.00 597.1 57798.15 48975.50 384.9 98 0.00 20 16.56 16.56 105.91 0.00 146.98 0.00 59 146.98 12.6 302.5 800.00 800.00 3078.62 48975.50 52054.12 59378.16 Expendlture School requests School Irlpsjevenls PTA membership Costs re events 91.98 23515.00 23606.98 36390.04 882.00 882.00 109.00 527.67 2512S.65 109.00 527.67 1610.65 loo 452.28 36942.32 23515.00 Excess ol IncoFne over expenditure 1467.97 25460.50 26928.47 22435.84 Funds brought forward 6565.41 50416.81 56982.22 34546.38 Funds to carryfotward 8033.38 75877,31 83910.69 56982.22
Frlends of Burllngton Sehool Chaylty number: 1195931 statement of assets and Ilabllities YIE 31stAugust 2024 Unrestrlcted funds Restrlcted funds Total 2024 Total 2023 Cash funds Lloyds bank account Santander bank account 8013.42 19.96 75877.31 83890.73 56962.26 19.96 19. Total cash fund5 8033.38 75877.31 83910.69 56982.22 Slgned on behalf ol the charltytrusiees Full name.. Rachel Ritchle Posltlon.. Treasurer Date: 1410612024