CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 0110912024 Period start date To 3110812025 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 relaling to the education and care of pupils cl 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 Ihe 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 contribule time and resources to school-organised activities, such as by providing aprons for the Food Tech department, or prizes for the sports Statement confirming whether the trustees have had regard to the guidan 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 (optionall You ma choose to include further statements where relevant about.. SORP rÈferÈnce NIA Para 1.38 Policy on granl making NIA Para 1.38 Policy on social investment including program related investment All members of FOLS are volunteers Para 1.38 Contribution made by volunteers NIA Olher Achievements and Performance SORP reference This academic year has been another busy one for FOLS. In September, we hosted 8 busy afternoon tea Summary of the main achievements of the charity. identifying the difference the charity's work has made to the circumstan$ of its beneficiaries and any wider benefits to sociely as a whole. Para 1.20 to welcome new parents. We held a Pumpkin Carving competition in November with some impressive entries. In December, FOLS donated gifts and chocolates given to the children In the Santa's Grotto and after the Santa Stroll. Chitra taught us how to make beautiful Christmas wreaths and we raised £430. Continuing the Christmas theme, creative Caulif lower cards helped bring in valuable funds. 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 £345. In the Spring, we held 8 Mother's Day cake and flower sale. Mr
Palmer and Mr Wamer s popular Family Quiz Night in April raised £375. During the Easter holidays, we encouraged pupils to complete chores at home and fill ar) empty Smarties tube with the money earned and win points for their leagues - congratulations to Tadpoles for raising the most moneyl Various ice cream and cake sales throughout the year have raised over £400. Our biggest fundraising success has been our pre-loved uniform sales which we have held throughout the year. These have brought in almost £1730. Your enthusiasm helped us sell plenty of raffle tickets for our Summer Fete Hamper Draw raising over £14001 As well as the wonderful Outdoor Classroom, we have donated £700 for new equipment for the Media Studies students this donation h8s been an invaluable addition to that course. We have contributed towards a brand new set of Djembe drums for the Music Department.. We have also been able to contribute towards the amazing inflatables at the Summer Fete. We think you will 811 agree that 2024-25 has been a successful year for FOLS. We have enjoyed helping to enrich the school community and we could not have done it all without your support. Additional information (optionall You ma choose to include further statements where relevant about.. Achievements against objectives set Para 1.41
NIA Performan of fundraising activities against objectives set Para 1.41 NIA Investment performance against objectives Para 1.41 NIA Other
Financial Review Review of the charity's financial position at the end of the eriod Statement explaining the policy for holding reserves statin are held Amount of reseNes held Reasons for holding zero reserves Para 1.21 We have increased cash assets by £2651 which will be used to fund activities in 2025- 26. FOLS does not hold reserves. Para 1.22 Para 1.22 None Every penny we generate is contributed back to the school. Since we were unable to do this in 2023-24, and there was again no clear fundraising goal in 2024-25 other than what we achieved in the above "achievements and performance" section, most of what was raised will be allocated earl in 2025-26 NIA Para 1.22 Details of fund materially in deficit Explanalion of any uncertainties about the charity continuing as a going conrn Para 1.24 Para 1.23 NIA Additional information (optional) You ma choose to include further statements where relevant about.. Donations Event ticket sales Uniform sales Cakelicecream sales Raffles The charity's principal sources of funds (including any fundraising) Para 1.47 NIA Investment policy and objectives including any social investment policy adopted Para 1.46 Govemance- 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 A description of the principal risks facing the charity Para 1.46 NIA Other
Structure, Governance and Management Description of charity's trusls= Type of governing document trust deed, ro al charter How is the charity constituted? {e.g unincorporated association, 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 Charity Commission model constitution Para 1.25 Charitable Incorporated Organisation (CIO) 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 lo appoint a new trustee at an EGM. Additional informalion {optionall You ma choose to include further statements where relevant about.. We do not have such policies but will look to include them in future. Policies and prOdureS adopted for the induction and training of trustees Para 1.51 FOLS works closely with the goveming body of the school, Leicester Grammar School Trust. The charity's organisational structure and any wider network with which the charity works Para 1.51 All members are parents or have a similar connection with children al LGS Stoneygate. Relationship with any related parties Para 1.51 NIA Other Reference and Administrative details Charit name Other name the charit uses istered charit number Charity's principal address Friends of LGS Stone FOLS 1201638 LGS Stoneygate 6 London Road Great Glen Leicestershire, LE8 9DJ ate
Names of the charity trustees who manage the charity Dates a¢ted if not for whole aar Trustee name Office lif anyl Name of person lor body) entitled to a oint trust•è ifan Jenna Gutteridge Chitra Seewooruthun Chair 0110912022 - present 0510912023 - present Members Secretsry Members Carol Stevenson Treasurer 0110912021 3110812024 0610912024 - present 1811012024 - present 1010612025 Members Philip Morley Jane Davies Treasurer Members Co-chair Members Joanna P Simos Members 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dlrector name ortwasa roved NIA Name of trustees holding tille to property belonging to the charity Trustee name Dates acted if not for whole ear NIA
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objecls of the charity on whose behalfthe assets are held and how this falls within the cuslodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additional information (optional) Names and addresses of advisers (Optional information) Type of Name Address adviser NIA Name of chief executive or names of senior stsff members (Optional information) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details NIA Other o tional infonnation NIA
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(sl Full name(s) Position leg Secretary, Chair, etcl Date
CHARITY COMMISSIO FOR ENGLAND ANO WALE Frlends of LGS Stoneygate Receipts and payments accounts CC16a For thè pèriod from To 0110912024 3110812025 Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to the nearest tothe nearest £ to the nearest £ to the nearest £ tothe nearest £ A1 Recei Income from charitable activities 5.674 5,674 8,939 Sub total[Gross income fo AR) 5.674 5,674 8,939 A2 Asset and investment sales. see table Sub total Total receipts 5,674 A3 Paymènts Cost of sales 586 586 loneygate 37 Sub total A4 Asset and investment purchases, (see table) ub total Totalpayments Netof receipts/(payments) A5 Transfer5 betweèn fund5 A6 Cash funds last year end Cash fiinds thiTS yearend sect.ion. B statem.ent of assets and liabilities at the end of the period
Unrestricted funds Restricted funds Endowment funds Categorie$ Details to nearest £ to nearest £ to nearest £ B1 Cash funds Cash in the bank ICAF Bank) 5,189 Cash In hand 2,211 Total Cash funds 7,400 I89reeb8nces With rectlpts and PAymenis Unrestrlctèd funds R8strlct8d funds Endowment funds Details to nearest £ to nearest £ to nearest £ B2 Other monetaryassets Fundto which 4¥88t bolong¥ Detalls Cost loptionall Current value Ioptionall Fundto whlch assgt belongs current value loptionall Details Cost loptlonall B4 Assets retsingd for the charity's own use Fundto whl¢h liability relates Amount dug loptionall Whon du$ loptionall Details B5 Llabllltles Signed by one or two trustees on beh8lf of all the trustees Signature Print Name Date of approval Morle 0110912025 CCXX R2 sccounls ISSI