# **SIR WILLIAM BORLASE'S GRAMMAR SCHOOL PARENTS ASSOCIATION Charity registration number: 279085**
## **Trustees’ Annual Report for the period from 1 September 2023 to 31 August 2024**
## **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 2023–24, the charity received £25,419 in income from events and second-hand uniform sales. The largest fundraiser of the year was the Borlase 400 Birthday Bash which raised £5,150 before expenses. The net amount raised from that event was £3,966 .
The charity had total expenses in the year of £10,351 so raised a total net amount of £15,068 during the year. The charity donated £26,314 to the school, including the pre-approved £20,000 ring-fenced funding amount as agreed by the 2022–23 Emeritus Executive for the 400 project, includes 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:** £22,631 in bank reserves at 31 August 2024.
## **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**
Alexander Sayles
Treasurer / Trustee
Appointed on 09 Jun 2025
Abigail Morris
Chair / Trustee
Appointed on 09 Jun 2025
Mairéad
Kelleher-
Monsen
Chair
Appointed 20 Jul 2023
Judith
Hubscher-de
Corte
Treasurer / Trustee
Appointed 01 Sep 2023
Katie Jane Lewis
Secretary / Trustee
Appointed 8 Oct 2024|**Names of the charity trustees who manage the charity:**
**Trustee name**
**Office (if any)**
**Dates acted if not for whole**
**year**
Alexander Sayles
Treasurer / Trustee
Appointed on 09 Jun 2025
Abigail Morris
Chair / Trustee
Appointed on 09 Jun 2025
Mairéad
Kelleher-
Monsen
Chair
Appointed 20 Jul 2023
Judith
Hubscher-de
Corte
Treasurer / Trustee
Appointed 01 Sep 2023
Katie Jane Lewis
Secretary / Trustee
Appointed 8 Oct 2024|**Names of the charity trustees who manage the charity:**
**Trustee name**
**Office (if any)**
**Dates acted if not for whole**
**year**
Alexander Sayles
Treasurer / Trustee
Appointed on 09 Jun 2025
Abigail Morris
Chair / Trustee
Appointed on 09 Jun 2025
Mairéad
Kelleher-
Monsen
Chair
Appointed 20 Jul 2023
Judith
Hubscher-de
Corte
Treasurer / Trustee
Appointed 01 Sep 2023
Katie Jane Lewis
Secretary / Trustee
Appointed 8 Oct 2024|
|---|---|---|---|---|
|||**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|
|||Alexander Sayles|Treasurer / Trustee|
Appointed on 09 Jun 2025|
|||Abigail Morris|Chair / Trustee|Appointed on 09 Jun 2025|
|||Mairéad
Kelleher-
Monsen|Chair|Appointed 20 Jul 2023|
|||Judith
Hubscher-de
Corte|Treasurer / Trustee|Appointed 01 Sep 2023|
|||Katie Jane Lewis|Secretary / Trustee|Appointed 8 Oct 2024|
Declarations
Sl8ned on behalf of the tharws trustees:
Name: AiEXANDER &4YLES
Positlon: TRUSTEE
ZOLS
Unaudited Financial Statements for the Year Ended 31 August 2024
for
Sir William Borlase’s Grammar School Parents Association
Charity number: 279085
## **Profit and Loss Statement**
Sir William Borlase's Grammar School Parents Association Income Statement For the year ended 31 August 2024
||**31.8.24 £**|
|---|---|
|**TURNOVER**|25,418.59|
|COST OF ACTIVITY/EVENTS|(8,389.10)|
|COST OF BAR|(1,468.70)|
|GENERAL EXPENSES|(339.96)|
|INSURANCE|(153)|
|DONATIONS MADE TO SCHOOL|(26,314.05)|
|**PROFIT / LOSS**|**(11,246.22)**|
## **Profit and Loss**
Sir William Borlase's Grammar School Parents Association For the year ended 31 August 2024
|**Account**|**2024**|
|---|---|
|||
|**Turnover**||
|Alumni Carol Service|711.01|
|Autumn Concert|983.12|
|Borlase400 Ball
Borlase400 BirthdayBash
Borlase400Question Time|3,223.66
5,149.78
152.41|
|ComedyNight
Dance Show|7,398.44
964.39|
|FamilyCarol Service
House Drama Finals|431.00
446.34|
|Jazz Night
Rock Show|706.88
494.55|
|Second Hand Uniform sale
Senior Concert April
Senior Musical
StrictlyCome DancingFinals
Summer Concert|1,781.55
685.26
1,273.05
447.33
415.84|
|**Total Turnover**|**25,264.61**|
|**Gross Profit**|**25,264.61**|
|**Administrative Costs**||
|Alumni Carol Service COSTS|98.48|
|Autumn Concert COSTS|267.03|
|Borlase400 Ball COSTS|361.72|
|Borlase400 BirthdayBash COSTS
Borlase400 lunchtime concert COS|1,183.59
317.19|
|Borlase400Question time COSTS|95.51|
|ComedyNight COSTS
FamilyCarol Service COSTS
General Expenses
House Drama Finals COSTS|5,587.74
21.00
339.96
561.81|
|Insurance|153.00|
|Jazz Night Costs
School Donations
Senior Musical COSTS|694.24
26,314.05
21.00|
|StrictlyCome DancingFinals COS
Summer Concert COSTS|280.50
367.99|
|**Total Administrative Costs**|**36,664.81**|
|**Operating Profit**|**(11,400.20)**|
|**Other Income**||
|Donations|153.98|
|**Total Other Income**|**153.98**|
|**Profit on Ordinary Activities Befo**|**(11,246.22)**|
|||
|**Profit after Taxation**|**(11,246.22)**|
## **Balance Sheet**
Sir William Borlase's Grammar School Parents Association As at 31 August 2024
||**Account**|**31 Aug 2024**|
|---|---|---|
|**Current Assets**|||
||**Cash at bank and in hand**||
||SWBGS PARENTS ASS 1
SWBGS PARENTS ASS 2|22,548.96
81.52|
||**Total Cash at bank and in hand**|**22,630.48**|
|**Total Current Assets**||**22,630.48**|
||**Net Current Assets(Liabilities)**|**22,630.48**|
||**Total Assets less Current Liabilities**|**22,630.48**|
||**Net Assets**|**22,630.48**|
|**Capital and Reserves**|||
||Current Year Earnings
Retained Earnings|(11,246.22)
33,876.70|
|**Total Capital and Reserves**||**22,630.48**|
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 Parent Association
On accounts for the year
ended
31 August 2024
Charity no
{if any)
279085
Set out on pages
I report to the trustees on my examination of the accounts oflhe above
charity {'the Trust") for the year ended 3 1 J 0812Ct24.
Responsibilities and
basis of report
As the Charity's Irustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
I'the 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 145{5)Ibl of the A¢1.
Independent I have completed my examination. I confirm that no material m8tler5 have
examiner's statement come to my attention in ¢Dnneclion 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 requirement
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 connection
with the examination to which attention 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 brackets if they do not apply.
Signed:
Date:
518125
Name..
Ildiko Wardle
Relevant professional
qualificationls) or body
lif any):
FCCA
Address:
Ruskells Ltd, The Tall House, 29a West Slreet, Marlow SL7 2LS
IER
Oct 2018
Sectlon B
Disclosure
Only complete if the examiner needs lo highlight material matters of concern
(see CC32, Independent examination of charity accounts.. directions 2nd
guidan for examiners).
Give here brief detalls of
any items that the
examiner wishes to
disclose
IER
Oct 2018