## **Trustees' Annual Report for the period**
Period start date 1st October 2024
Period end date
30[th] September 2025
**From**
**To**
## Section A Reference and administration details
**Charity name**
Friends of Gilmorton School
**Other names charity is known by Registered charity number (if any)** 1197706
**Charity's principal address** Gilmorton Chandler Primary School
Church Lane Gilmorton **Postcode LE17 5LU**
## **Names of the charity trustees who manage the charity**
**Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any)** 1 Anita Parkes Chair 2 Rachel Laxton Secretary 3 Melissa Elliott Treasurer 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
March **2012**
**TAR**
1
|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|**Names and addresses of advisers (Optional information)**
**Type of adviser**
**Name**
**Address**|
|---|---|---|
||||
||||
||||
||||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution adopted 26[th] October 2021 as amended on 27[th] January 2022 Type of governing document (eg. trust deed, constitution) Parent Teacher Association How the charity is constituted
- (eg. trust, association, company)
Elected from membership Trustee selection methods
(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.
## **Section C Objectives and activities**
To advance the education of pupils in the school, in particular by:
**Summary of the objects of the charity set out in its governing document**
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.
March **2012**
**TAR**
2
With due regard for the Charity Commission’s public benefit guidance and in line with our objectives, FOGS has run a wide range of events both to fundraise towards the schools “wish list” and to provide social opportunities for the pupils, parents, staff and wider school community. These include events such as our Christmas fair, breakfast mornings, children’s discos, colour run, Circus etc. The committee also welcomes suggestions from the membership and organised one-off fundraising initiatives.
**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
All activities are planned by the committee, drawing on volunteers from the parent membership, school staff and wider community, as appropriate, having regard to safeguarding and risk assessments. The committee is very grateful for the time, expertise and donations given by all involved, without whom FOGS would not be able to achieve so much.
The work of FOGS enables the advancement of pupil’s education by giving money to the school to purchase equipment, resources and other items it would otherwise not be able to afford.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
March **2012**
**TAR**
3
Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
FOGS have had a very successful year of fundraising and building on a strong supportive school community. We have managed to deliver fun, inclusive events for the children and wider community which have been welcomed by all. In this financial year we have supported school with £24664 worth of resources, enhancing children’s education.
We have delivered 2 big community events; the colour run and circus which both were super fun, sell out events with wide community participation.
March **2012**
**TAR**
4
## **Section E Financial review**
## **Brief statement of the**
**charity’s policy on reserves**
The trustees make prudent decisions but do not have a formally agreed reserves policy. The period end unrestricted reserve balance of, NatWest bank account £9600.96 is held in short term reserve for upcoming school expenditure.
**Details of any funds materially 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)** Anita Parkes **Position (eg Secretary, Chair,** Chair **etc)**
**Date** 03/03/2026
March **2012**
**TAR**
5
TAR
March 2012
## **Friends Of Gilmorton School Financial Summary As at Sept 30th 2025**
## **Income**
**Events** 250th ball Movie night Breakfast and Bag2school Elfridges Xms fair Xmas puddings Xmas baubles Breakfast with Santa Wonderlicious bars Colour Run Foam Disco Ice lollie sales and Yr6 performance bar Circus Beer festival sponsorship uniformed easyfundraising ASDA Cashpot scheme
bag2school not received payment lutterworth sports centre circus sponsor not received yet
## **Stock value**
bank opening balance
## **Total income**
## **Expenses**
Core PTA costs
Sumup card fees FundEd membership Lottery licence
Parentkind membership Peoples Fundraiser platform costs first aid kit high vis jackets prosecco cups **Total core costs Event expenses School items**
## **Total Expenditure**
## **Net income**
**FOGS Bank at 01/10/25 cash at year end not banked TOTAL FOGS cash and in bank at 01/10/2025**
|elfridges
colour run
circus
**total stock valu**
9/30/2024|**Total Raised**
**£**|**Expense**
**Proft**
**£**
**£**|**463.04**|
|---|---|---|---|
|||383.99
72.00**1,089.50**
42.66**459.34**
439.36**508.64**
757.00**2,086.00**
101.97**353.53**
142.99**336.51**
595.42**383.58**
371.98**492.02**
1,294.20**3,547.50**
370.70**839.30**
128.38**403.36**
6,009.48**4,814.52**
**250.00**
**22.53**
**16.44**
**122.72**
101.60
237.23
124.21||
||1,274.11|||
||1,161.50
502.00
948.00
2,843.00
455.50
479.50|||
||979.00|||
||864.00
4,841.70
1,210.00
531.74
10,824.00|||
||250.00
22.53
16.44
122.72
- 150.00
- 100.00|||
||**e**|||
||**27,075.74**|||
|||||
|||||
||**45,704.08**|||
|||||
||**-**
60.00
20.00|||
**----- Start of picture text -----**
153.00
-
17.25
38.00
16.99
305.24 305.24
11,173.17 11,173.17
24,664.16 24,664.16
36,142.57
9,561.51
9,561.51
39.45
9,600.96
**----- End of picture text -----**
CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examiner's
report on the accounts
Sedion A
Independent Examiner's Report
Report to the trusteesl
mernbers of
Friends of Gilmorton SdM)oI
On a¢counts for the year
onded
30.09.2025
Charlty no
Ilf any)
1197706
Sot out on pages
I report lo the Ifustees on my examination of the account$ of the above
¢harily I'lhe TnbSt"I lof the year ended 3010912025.
Responslblllties and As the ¢hanty Injslees of the Trust. you are responsible for the preparation
basis of report of the a)UnIS in accordance %wth the requirements of the Charities Act
2011 fihe Acr).
I report in respect of my examination of the Trust's accounls carrie(l o
under section 145 01 Ihe 2011 Aci and in carying out my examination. I
have followed the applicable Directions given by the Charrty Commission
under section 14515llbl of Ihe Acl.
I have eompleled my examination. I confim that no material matters have
come lo my attention in connection wrth the examination which gives me
cause lo believe that In, any fflaterial respect".
accounting records were not kept in accordance with section 130 of
the Act or
Ih? accounts do not awd tplith the •¢counling records
Independent
examiner's statement
I have no concems and ha come a¢ross other malters in Connection
th the examination lo which attention should be drawn in order lo enable
proper understanding of the accounts to be reached.
Slgned:
Dat•:
13.02,2026
Name:
Amy Heighlon MICB PmDip
Relevant prof•8$lonal
quallflcatlonlsl or body
(Sf anyl-
Member of the Institute ol Certthed Bookkeepers
Addr•ss:
18 Chandler Drive. Gilmorton, LE17 5FS
Secllon 8
Dlsclosure
Only complete Il the examiner needs lo highlight matter5 01 concern (see CC32.
Independent examination of charity accounts." directions and guanCe foi
examiners).
IER
October 2018
Give here brief details ol
any items that the
examlner wishes lo
disclosè.
Charity has disclosed a drfference in their records of £14.44- this is deemed
immaterial and no conoms.
Recommendations for the fuiure- would like to advise the Iruslees of the
charity to download the bank statement in excel formal each month, then
allocate income and expenses to relevant categ¢NEs for reGord keeng.
Current fomial has no issue5 as rt has been propedy maintained. however the
above method may prove lo be a simpler approach and less room for error as
the charity grows year on year.
IER
October 2018