OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2023 Period start date To 31/08/2024 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 year has been another
busy one for FOLS. At the beginning of
the school year we held a lolly sale and
another popular Krispy Kreme donut
sale. In December, FOLS donated
almost £720 for gifts and chocolate
given to the children in the Santa’s
Grotto and after the Fun Run.
Christmas activities raised approx.
£300. Our Pre-prep and Prep Movie
Nights with hot dogs and popcorn in
November and February were a great
hit with the children and raised over
£400. Mother’s Day flower workshops
raised £234. The ever-popular Quiz
Night in March raised almost £870. We
organised a Fun Evening for the
seniors in April, supplied refreshments
and paid for an interactive graffiti wall
for the children to design their own
digital art. Our biggest fundraising
success has been our pre-loved
uniform sales which we have held
throughout the year. These have
brought in approx.. £1140. We have
donated around £370 for embroidered

aprons, science lab coats and art coveralls. We have also paid for the amazing inflatables which will be at this year’s Summer Fete.

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 in 2022 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
did not yet have a clear fundraising goal,
however in 2024-25 our exciting new
fundraising goal is to develop the forest
school area and provide a new wooden
shelter 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 slightly increased cash assets by
£158 which will be used to fund activities in
2024-25.
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. Since we were unable
to do this in 2022-23, and there was again
no clear fundraising goal in 2023-24, most
of what was raised this year has been put
into activities that have enriched the school
lives of the children instead.
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
Chitra
Seewooruthun		 Secretary 05/09/2023 - present 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

Declaratlons The tNstees d•cl•re that they h•v• approved th• tnMt•M' rnport abov•. Slgn•d on behalf ol the charlty's trust Slgnaturnls) Full nanwls) LVL E¢1 Positlon leg Secretary. Chair, etcl Dats ISliol3tr

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 01/09/2023 31/08/2024

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest
£
8,939
-
-
-
-
-
-
8,939
-
-
-
8,939
5,026
3,755
-
-
-
-
-
-
-
8,781
-
-
-
8,781
158
-
4,592
4,750		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
8,939
-
-
-
-
-
-
-
8,939
-
-
-
8,939
5,026
3,755
-
-
-
-
-
-
-
8,781
-
-
-
8,781
158		 Total funds
to the nearest £
8,939
-
-
-
-
-
-
-
8,939
-
-
-
8,939
5,026
3,755
-
-
-
-
-
-
-
8,781
-
-
-
8,781
158		 Last year
to the nearest £
Income from charitable activities 8,939 5,818
-
- -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 8,939 5,818
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
5,818
Cost of sales 5,026 805
Contributions to LGS Stoneygate 3,755 421
- -
- -
- -
- -
- -
- -
- -
**Sub total ** 8,781 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
1,226
158 - - 158 4,592
- - - - -
4,592 - - 4,592 -
4,750 - - 4,750 4,592

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

Categories
B1 Cash funds
CCXX R1 accounts (SS)		 Cash in the bank (CAF Bank)
Details
1		 Unrestricted
funds
to nearest £
4,750
-		 Restricted
funds
to nearest £
-
-		 Endowment
funds
to nearest £
Cash in the bank (CAF Bank) 4,750 - -
1 - - -
- - -
Total cash funds 4,750 - -
(agree balances with receipts and payments
account(s)) OK OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
B2 Other monetary assets - - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B3 Investment assets - -
- -
- -
- -
- -
Details Fund to which
asset belongs		 Cost (optional) Current value
(optional)
B4 Assets retained for the - -
charity’s own use - -
- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
B5 Liabilities Catering costs for the Quiz Night Unrestricted 178 Unknown
Play equipment for the school Unrestricted 448 Unknown
Teacher gift - expense unclaimed Unrestricted 7 Unknown
-
-
Signed by one or two trustees on
behalf of all the trustees		 Signature Print Name Date of
approval
Carol Stevenson 06/10/2024

CCXX R2 accounts (SS)

2