SIR WILLIAM BORLASE'S GRAMMAR SCHOOL PARENTS ASSOCIATION Charity registration number: 279085 Trustees, Annual Report for the period from 1 September 2021 to 31 August 2022 Objectives and Activities Summary of thè purposes of the Charity: The advancement of the education of the pupils of the school by providing and assisting in the provision of facilities for education at the school (not nomially provided by the Local Education Authority), and as ancillary thereto and in furtherance of this objective the charity may (1) fosler more exiended relationships behveen the staff, parents and others associated with the school, and (2) engage in activities which support the school and advance the education of the pupils attending ii. Summary of the main activities in relation to those purposes: Social events for parents. friends arKI families with the objective of raising funds for the harity Supporting school events (particulady, bLrt not limited to, in perfomiing arts) by selling refreshments to raise funds for the charity Hosting welcome events for parents who a new to the school Selling second hand uniform to raise funds for the charty Pollcy on grant maklng: The charity provides grants to the sth¢)ol for requests made by the school which are covered by the charity's purposes. Contribution made by volunteers: Volunteers run the charity's committee and organise and staff events. Achievements and Performance Summary of the main achievements of the charity: In the financial year 2021122, the tharity reiVed £41,120 in incomefrom events and second- hand uniform sales. The largest fund-raiser of the year was a Christmas ball which raised £25,315 before expenses. The net amount raised from that event was £16,428. The charity had total expenses in the year of £15.766 so raised a total net amount of £25,355 during the year. The Gharity donated £34,000 to the school in September 2021 which was used to replace the school's theatre seating.
Financial Review Rèview of thè charity's financial position at the end of the period The charity is in a healthy financial position with SLrfFicient reserves to operate properly in the coming financial year. Statement explainlng the policy for holding reserves stating why they are held: The charity holds reserves only for the purposes of ensuring sufficient sums are available for the expenses of running events to raise funds for the charity. Amount of reserves held: £25,670 in bank and rAsh reseThes at 31 August 2022. The charity's principal sources of funds lincluding any fundraising): The charty's principal SoUrS of funds are sales of tickets for fundraising events and refreshments at fundraising and school events. together with sales of second-hand unifom. Structure, Governance and Management Type of governing document: Consttlution Trustee selection methods Including detalls of any constitutional provisions: Any parents or guardians of students currently attending Sir Wlliam Bodase's Grammar School are eligible to undertake a trustee role. One alumni parent trustee role will be offered. All trustees will be nominated and elected by vote ofthe members either attheAnnual General Meeting or if14 days, written notice is given tothe members at a minimum of12 weekly periods from the lastAGM. All elections will take plac£ under the written proposal and seconding rules lasting an initial 2 years seeknng reetection annually thereafter (for a maximum of 4 years in any specific role). Reference and Administrative details Charity name Sir William Bodase's Grammar School Parents Association Other name the charity uses Registered Gharty number Charity's principal address FrierKJs of Borlase 279085 West Street. Marfow, Bucks SL7 2BR Names of the charity trustees who manage the charity: Trustee nam• Office (if any) Dates acted if not for whole year Chrissy Longley Joint Chair Appoint8d 16.9.21 Jason Longley Joint Chair Appointed 16.9.21 Jessica Shaffrey Se¢retsry Karine Attia Treasurer Appointed 16.9.21
Declarations The trustees declare that they have approved the trustees. report above. Signed on behalf of the charity's trustees: Name: Jessica Shaffrey Position: Secretary Date: 091. 61.23
FRIENDS OF SWBGS PARENTS ASSOCIATION 2021/22
Analysis of Receipts and Payments
Treasurer's report for the period 1st Sept 2021 to 31st Aug 2022
| Cash Funds at start of Period Bank a/c Cash a/c PA Events Christmas Ball Borlase events Second Hand Uniform Comedy club night Y7 Welcome BBQ Bar investment PA Admin & Donations Donations PA Admin costs (AGM/Year 6 Leavers/etc) Total Funds Raised Cash Funds at End of Period Bank a/c Cash a/c |
Receipts 2021/22 25,315 5,533 2,718 6,549 1,007 41,120 - 41,120 |
Payments 2021/22 8,886 3,045 2,517 1,348 519 16,315 34,000 278 34,278 50,593 |
34,682 161 34,843 Net contribution 2021/22 16,428 2,488 2,718 4,031 342 - 519 - 24,805 34,000 278 34,278 25,370 25,515 155 25,670 |
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Sir William Borlase's Grammar School Parents Association On accounts for the year ended 31 $1 Augu512022 Charity no {if any) 279085 Set out on pages I report to the trustees on my examination ofthe accounts of the above charity ("the Trust") for the year ended Responsibilities and basis of report As the charity's Iruslees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 {"Ihe Act'}. I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515llbl of the Act. Independent I have completed my examination. I confirm that no material mallers have examiner's statement come lo my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounts did not accord with the accounting records", or the accounts did not comply with the applicable requirements concerning the form and conlenl of accounts sel out In the Charities (Accounts and Reports) Regulations 2008 other than any requirernenl that the accounts give a 'lrue and fair, view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in Gonneclion with the examination to which altenlion should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackels if they do i?ot apply. Signed- Date.. 2116123 Name: Karen Anderson Relevant professional qualificationls} or body lif any): Institute of Chartered Accountants in England and Wales Address: Ruskells Ltd, The Tall House, 29a Wesl Street, Marlow SL7 2LS IER Oct 2018