2023-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2022 Period start date To 31/08/2023 Period end date

Charity name: Friends of LGS Stoneygate

Charity registration number: 1201638

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The aim of FOLS is to advance the education of the pupils of the school by providing or assisting in the provision of facilities for education at the school (not normally provided by the Leicester Grammar School Trust). This includes:- a) promoting close co-operation and communication between parents and teachers b) studying and discussing matters of mutual interest relating to the education and care of pupils c) engaging in activities which support and advance the education of the pupils attending the school, including fund raising and after school activities d) considering applications for funds put to the FOLS from parents and teachers, and granting funds to support such applications where the request is passed by a majority of the General Committee.
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	FOLS runs numerous fundraising activities throughout the academic year, such as cake sales, flower workshops, quiz nights, and raffles. We also contribute time and resources to school-organised activities, such as by providing aprons for the Food Tech department, or prizes for the sports days.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees are aware of this guidance and agree to adhere to its recommendations.

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

SORP reference N/A Para 1.38 Policy on grant making N/A Para 1.38 Policy on social investment including program related investment All members of FOLS are volunteers Para 1.38 Contribution made by volunteers N/A Other

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	This academic has been a busy one for FOLS. In November, we held a Krispy Kreme donut sale and raised £123.68. FOLS donated £384.80 for gifts and chocolate given to the children in the Santa’s Grotto and at the Fun The Christmas wreaths workshop raised over £600. Continuing the Christmas theme, Cauliflower cards helped bring in £114. Our Pre-prep and Prep Movie Night in February was a great hit with the younger pupils - hotdogs and Sing 2 went down a storm raising £127.40. The Quiz Night in March was incredibly popular and, together with a raffle, we raised almost £575. We have donated around £450 for new outdoor play equipment for the children. Numerous cake and ice cream sales throughout this year have made almost £500. Our uniform sales have also proven successful and have raised around £200.

Additional information (optional) You may choose to include further statements	Additional information (optional) You may choose to include further statements	where relevant about:
Achievements against objectives set	Para 1.41	With all the changes and developments at the school recently, FOLS made a conscious decision not to raise money for a specific project but to build on what we already have. In September 2023, with the

		arrival of the new headteacher, we will have a clear fundraising goal which will benefit the entire school community.
Performance of fundraising activities against objectives set	Para 1.41	N/A
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	We have increased cash assets by £1639, which will be used to fund activities in 2023-24.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	FOLS does not hold reserves.
Amount of reserves held	Para 1.22	None
Reasons for holding zero reserves	Para 1.22	Every penny we generate is contributed back to the school. This has not happened this year due to the school undergoing many changes (building works, new head) and it was agreed that we would hold off buying new assets for the school until they had a forward plan as to how they could best be used.
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 Event ticket sales Uniform sales Cake/icecream sales Raffles
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	Governance – if not enough parents help out and become members we would have to fold. Mitigated by ongoing recruitment throughout the year and succession planning for when parents leave the school
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Charity Commission model constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Charitable Incorporated Organisation (CIO)
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	As detailed in our submitted constitution, there must be at least three charity trustees. Trustees are appointed every year at the AGM after nominating themselves for election (or re-election) and voted upon by the members. Where a trustee has to stand down during the academic year, the members have the right to appoint a new trustee at an EGM.

Additional information (optional) You may choose to include further statements	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	We do not have such policies but will look to include them in future.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	FOLS works closely with the governing body of the school, Leicester Grammar School Trust.
Relationship with any related parties	Para 1.51	All members are parents or have a similar connection with children at LGS Stoneygate.
Other		N/A

Reference and Administrative details

Charity name	Friends of LGS Stoneygate
Other name the charity uses	FOLS
Registered charity number	1201638
Charity’s principal address	LGS Stoneygate 6 London Road Great Glen Leicestershire, LE8 9DJ

Names of the charity trustees who manage the charity

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20	Trustee name	Office (if any)	Dates acted if not for whole **year **	Name of person (or body) entitled to appoint trustee (ifany)
	Jenna Gutteridge	Chair	01/09/2022 -present	Members
	RubyMahal	Secretary	01/09/2022 – 15/09/2023	Members
	Carol Stevenson	Treasurer	01/09/2021 -present	Members

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

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
N/A
Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

N/A

Other optional information

N/A

Declardtlons Signed )n behalf olthe charity's Injslws &gnaturnlsl F•Jll nan￿#) ¢rf Carol Stevenson Position leg S•cretryi Chair, dc) CMAIL Treasurer Slio

Charity Name No (if any) Friends of LGS Stoneygate 1201638 Receipts and payments accounts CC16a For the period Period start date Period end date To from 01/09/2022 31/08/2023

Section A Receipts and payments	Section A Receipts and payments	Section A Receipts and payments
A1 Receipts	Unrestricted funds to the nearest £		Restricted funds to the nearest £		Endowment funds to the nearest £		Total funds to the nearest £		Last year to the nearest £
Donations(this financialyear)	2,865		-		-		2,865		-
Donations (held in bank from previous years before registering with the Charity Commission)	2,953		-		-		2,953		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
Sub total(Gross income for AR)	5,818		-		-		5,818		-
A2 Asset and investment sales, (see table).
	-
	-								-
Sub total	-								-
Total receipts A3 Payments
									-
Cost of sales	805		-		-		805		-
Contributions to LGS Stoneygate	421		-		-		421		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
	-		-		-		-		-
**Sub total **	1,226		-		-		1,226		-
A4 Asset and investment purchases, (see table)
	-
	-
**Sub total **	-								-
Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end
									-
	4,592								-
	-								-
	-								-
	4,592								-

Section B Statement of assets and liabilities at the end of the period

CCXX R1 accounts (SS) Categories B1 Cash funds	1 Cash in the bank (CAF Bank) Details	Unrestricted funds to nearest £ 4,592 - -	Restricted funds to nearest £ - - -	Endowment funds to nearest £
	Cash in the bank (CAF Bank)	4,592	-	-
		-	-	-
	1	-	-	03/10/2023 -

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