## **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•cret*ryi 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
**-**| 4J•2 D*t￿ls rtEt Itfi