# **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:**
- Social events for parents, friends, and families with the objective of raising funds for the charity
- Supporting school events (particularly, but not limited to, in the performing arts) by selling refreshments to raise funds for the charity
- Hosting welcome events for parents who are new to the school
- 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|
|---|---|---|---|---|
|||**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|
## **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**|
|---|---|---|---|
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