SIR WILLIAM BORLASE'S GRAMMAR SCHOOL PARENTS ASSOCIATION Charity registration number: 279085
Trustees’ Annual Report for the period from 1 September 2022 to 31 August 2023
Objectives and Activities
Summary of the 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 normally provided by the Local Education Authority), and as ancillary thereto and in furtherance of this objective the charity may (1) foster more extended relationships between 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 it.
Summary of the main activities in relation to those purposes:
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Social events for parents, friends, and families with the objective of raising funds for the charity
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Supporting school events (particularly, but not limited to, in the performing arts) by selling refreshments to raise funds for the charity
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Hosting welcome events for parents who are new to the school
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Selling second-hand uniform items to raise funds for the charity
Policy on grant making:
The charity provides grants to the school 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 2022–23, the charity received £69,448 in income from events and second-hand uniform sales. The largest fundraiser of the year was the Venetian Masked Ball which raised £48,116 before expenses. The net amount raised from that event was £26,915.
The charity had total expenses in the year of £31,253 so raised a total net amount of £38,195 during the year. The charity donated £49,363 to the school – of which £20,000 is ring-fenced funding as agreed by the 2022–23 Emeritus Executive for the 400 project – for refurbishing the counseling room, creating the sensory room, and donating to the Performing Arts department and the Tuscany tour.
Financial Review
Review of the charity’s financial position at the end of the period
The charity is in a healthy financial position with sufficient reserves to operate properly in the coming financial year.
Statement explaining 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: £33,877 in bank reserves at 31 August 2023 – this amount includes £20,000 which has been ring-fenced as agreed by the 2022–23 Emeritus Executive for the 400 project.
The charity’s principal sources of funds (including any fundraising):
The charity’s principal sources of funds are sales of tickets for fundraising events and refreshments at fundraising and school events, together with sales of second-hand uniform.
Structure, Governance and Management
Type of governing document: Constitution
Trustee selection methods including details of any constitutional provisions:
Any parents or guardians of students currently attending Sir William Borlase’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 of the members either at the Annual General Meeting or if 14 days’ written notice is given to the members at a minimum of 12 weekly periods from the last AGM. All elections will take place under the written proposal and seconding rules lasting an initial 2 years seeking re-election annually thereafter (for a maximum of 4 years in any specific role).
Reference and Administrative details
| Charity name | Sir William Borlase’s Grammar School Parents Association |
|---|---|
| Other name the charity uses | Friends of Borlase |
| Registered charity number | 279085 |
| Charity’s principal address | West Street, Marlow, Bucks SL7 2BR |
| Names of the charity trustees who manage the charity: Trustee name Office (if any) Dates acted if not for whole year Chrissy Longley Co-Chair Emerita 16 Sep 2021–20 Jul 2023 Jason Longley Co-Chair Emeritus 16 Sep 2021–20 Jul 2023 Jessica Shaffrey Secretary Emerita Term ended 20 Jul 2023 Karine Attia Treasurer Emerita 16 Sep 2021–20 Jul 2023 Mairéad Kelleher- Monsen Chair Appointed 20 Jul 2023 Judith Hubscher-de Corte Treasurer Appointed 20 Jul 2023 Adrienne Blair Secretary Appointed 20 Jul 2023 |
Names of the charity trustees who manage the charity: Trustee name Office (if any) Dates acted if not for whole year Chrissy Longley Co-Chair Emerita 16 Sep 2021–20 Jul 2023 Jason Longley Co-Chair Emeritus 16 Sep 2021–20 Jul 2023 Jessica Shaffrey Secretary Emerita Term ended 20 Jul 2023 Karine Attia Treasurer Emerita 16 Sep 2021–20 Jul 2023 Mairéad Kelleher- Monsen Chair Appointed 20 Jul 2023 Judith Hubscher-de Corte Treasurer Appointed 20 Jul 2023 Adrienne Blair Secretary Appointed 20 Jul 2023 |
Names of the charity trustees who manage the charity: Trustee name Office (if any) Dates acted if not for whole year Chrissy Longley Co-Chair Emerita 16 Sep 2021–20 Jul 2023 Jason Longley Co-Chair Emeritus 16 Sep 2021–20 Jul 2023 Jessica Shaffrey Secretary Emerita Term ended 20 Jul 2023 Karine Attia Treasurer Emerita 16 Sep 2021–20 Jul 2023 Mairéad Kelleher- Monsen Chair Appointed 20 Jul 2023 Judith Hubscher-de Corte Treasurer Appointed 20 Jul 2023 Adrienne Blair Secretary Appointed 20 Jul 2023 |
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| Trustee name | Office (if any) | Dates acted if not for whole year |
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| Chrissy Longley | Co-Chair Emerita | 16 Sep 2021–20 Jul 2023 | ||
| Jason Longley | Co-Chair Emeritus | 16 Sep 2021–20 Jul 2023 | ||
| Jessica Shaffrey | Secretary Emerita | Term ended 20 Jul 2023 | ||
| Karine Attia | Treasurer Emerita | 16 Sep 2021–20 Jul 2023 | ||
| Mairéad Kelleher- Monsen |
Chair | Appointed 20 Jul 2023 | ||
| Judith Hubscher-de Corte |
Treasurer | Appointed 20 Jul 2023 | ||
| Adrienne Blair | Secretary | Appointed 20 Jul 2023 |
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees:
Name: Adrienne Blair
Position: Secretary
Date: 25 June, 2024
FRIENDS OF SWBGS PARENTS ASSOCIATION 2022/23
Analysis of Receipts and Payments
Friends of SWBGS Parents Association for the period 1st Sept 2022 to 31st Aug 2023
Cash Funds at start of Period
| Bank a/c Cash a/c PA Events Venetian Ball Borlase events Second Hand Uniform Comedy club nights Bar investment Other Donations Sensory room Counselling room Performing art Tuscany tour 400 project refectory PA admin independent audit other Total Funds Raised Cash Funds at End of Period Bank a/c Cash a/c |
Receipts 2022/23 48,116 9,160 3,079 8,741 46 305 69,448 - - 69,448 |
Payments 2022/23 21,201 3,477 - 4,642 1,837 95 31,253 1,370 821 1,389 783 25,000 29,363 300 171 471 61,086 |
25,515 155 25,670 Net contribution 2022/23 26,915 5,683 3,079 4,099 1,790 - 210 38,195 1,370 821 1,389 783 25,000 29,363 300 171 471 8,362 33,877 - 33,877 |
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CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent ExaminÈrfs Report Report to the trustees Sir William Borlase's Grammar School Parents Association On accounts for the year ended 31" August 2023 Charlty no lif any) 279085 Set out on pages I report lo Ihe Irustees on my eXaMinatn of the accounts of the above charity lllhe Trust"} for the year ended Responsibilities and basis of report As the chanty's trustees. you are responsible for the preparalion of the accounts in accordan with the requirements of the Charf(ies Act 2011 lllhe Act"). I report in resped of my examination of the Trust's accounts carried out under section 145 of the 2011 Acl and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515llb} of the Act. Independent I have completed my examination. I confim that no material matters have examlnerfs statement come to ry attention in connection with the examination lother 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 fomi and content of accounts set out in the Charities {Accounls and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination lo which altenlion should be drawn in this report in order to enable a proper understanding of the accounts lo be reached. . Please delete the worfs in the brackets rfthey (k) not 8ppIy. Signed: SAMANTHA BOLGER Date: 23° May 2024 Name: Samantha Bolger Relevant professional qualification{s) or body (If any): Chartered Institute of Management Accountants Address: 3 Toll Gate Cottages. Henley Road, Hurley, Berkshire, SL6 5LJ IER Oct 2018
Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of chairty accounts.. diiections and guidance for examiners). Give here brief details of any items that the examlner wl$he$ to disclose. None. IER Oct 2018