2025-03-31-accounts - The Friends Of Dr South's School

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Trustees’ Annual Report for the period

From 1 April 2024 To 31 March 2025

Charity name: The Friends of Dr South’s School

Charity registration number: 279172

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Objects of the Charity are to advance the education of the pupils at 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 an ancillary thereto and in furtherance of this object the Charity may: (i) foster more extended relationships between the staff, parents and others associated with the school. (ii) 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 for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The Charity provides public benefit by achieving its objects, notably through the following activities: (i) The Charity has provided financial support to the School to help advance pupils’ education and learning, helping the School to fund the following: •books and other educational equipment •enrichment activities for all pupils. •sports and music equipment •transport costs for educational visits •equipment and materials for the Early Years provision. (ii) The Charity hosts and co-hosts events and fundraisers to raise funds to enable financial support to the school in line with its objectives. These activities also foster extended relationships with the staff, parents, and other members of the local community.


Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees of the Charity are mindful of the long- standing requirement to provide public benefit and of the disclosure requirements of the Charities Act 2011. In connection with this the Trustees have monitored closely the general and supplemental guidance produced by the Charity Commission, in particular its public benefit guidance on the advancement of education.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	Money raised is provided to the School in response to requests by staff members (which are approved by the Headteacher and voted on by the Charity committee). The School can make requests at meetings and between meetings to be voted on. The School can also outline longer-term plans that inform requests for funding higher-value items such as multi-year IT refresh projects, playground equipment, which may require the Charity to increase fundraising and reserves over a number of years to fund the plan.
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	All fundraising activities organised by the Friends of Dr South’s are run and managed by volunteers.
Other		N/A

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The net profit from the Charity’s fundraising activities this year is £11,689.99. A significant proportion of this money (£5,696.78) was raised through the Islip Big Bike Ride in May 2024.The most profitable events organised by members of the Charity have been the sale of Christmas trees (£1,802.19) and the Quiz Night (£1,321.32). The Charity has provided a total of £20,601.97 of funding to the School during the year – purchasing valuable resources for use in the classroom as well as enhancing the School’s educational enrichment offering: -Class Resources: Classroom materials and activities. -SEND and Emotional Literacy Resources. -Field Trips: Coaches for visits to museums, theatres, and other educational and enrichment venues. -Music and Drama: Music lessons and school drama productions. -Library Revamp: Refurbishment and equipment for a welcoming new library space. -Technology: Supporting the school's second of a three-year ICT refresh project.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity has raised £11,689.99 this year, which has led to a net decrease in funds of £6,509.95. As a result, the Charity has total assets of £31,172.53.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Charity’s reserves policy is to maintain sufficient free reserves to enable it to meet its financial obligations and commitments to the school for at least a year. Additionally, Charity income varies between years with the biannual Big Bike Ride typically doubling funds raised. Reserves at the end of a year may reflect a planning-ahead to maintain funding levels to the school in a non-Big Bike Ride year. We can also agree to hold larger reserves when the School has expressed an upcoming need and the Charity membership has voted to approve support.
Amount of reserves held	Para 1.22	As explained above, the Charity’s net assets currently amount to £31,172.53. Funding and fundraising forecasts show an upcoming decrease to these reserves, following another non-Big Bike Ride year and the final year of a 3-year ICT refresh funding programme for the School.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	None.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	The Charity’s principal source of funds are volunteer-led fundraising events and activities. This year, these have included May Day celebrations, a ‘Soup Lunch’, Quiz Night and end-of-term discos; the sale of Christmas trees and other Christmas- related events; and sale of second-hand

		clothes/uniform. We also receive regular donations to the ‘Sparkle Fund’ and organise a ‘100 Club’ lottery. This year the Charity also benefitted significantly from the ‘Islip Big Bike Ride’ held in May 2024, which raised money for the Friends of Dr South’s School and St Nicholas Church, Islip. For ease of administration, all the funds raised by the Bike Ride during the year under review (£21,280.37) were paid to the Friends of Dr South’s School, which then passed on to St Nicholas Church the latter’s share of those funds (£11,412.60) under a joint funding agreement.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
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	Elected by parent body

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The management of the Charity is vested in a committee which consists of the President and the following officers (who are elected annually at the AGM of the members of the Charity): a. Chair(s) b. Treasurer c. Secretaries All parents or guardians of children attending the School automatically qualify as members of the Charity. Committee meetings are held at least once per term.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name The Friends of Dr South’s School

Other name the charity uses
Registered charity number	279172
Charity’s principal address	Dr South’s C.E. Primary School Bletchingdon Road Islip Kidlington OX5 2TQ

Names of the charity trustees who manage the charity

1 2 3 4 5 6	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	KimberlyWiles	Chairperson
	Lynne Bustin	Treasurer
	Jo Davies	Co-Secretary
	Melanie Green	Co-Secretary

– Corporate trustees names of the directors at the date the report was approved

Director name

N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

ional information (optional) Names and addresses of advisers (Optional information)	ional information (optional) Names and addresses of advisers (Optional information)	ional information (optional) Names and addresses of advisers (Optional information)
Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

gne on ea o Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	carys rusees	Kimberly Wiles Chair

	Lynne Bustin	Kimberly Wiles
	Treasurer	Chair

	13th January 2026	13th January 2026

The Friends of Dr South's School - Charity Number 279172	The Friends of Dr South's School - Charity Number 279172	The Friends of Dr South's School - Charity Number 279172
Statement of Assets & Liabilities as at 31		March 2025

Cash at Bank and in hand		31-Mar-25	31-Mar-24	Net movement

Treasurers Account(Lloyds)		£ 7,137.96	£ 14,053.44	£(6,915.48)
Business Instant Access(Lloyds)		£ 23,898.57	£ 12.09	£ 23,886.48
Business Savings Account(Barclays)		£ -	£ 23,610.30	£(23,610.30)
Cash		£ 136.00	£ 6.65	£ 129.35

TOTAL ASSETS		£ 31,172.53	£ 37,682.48	£(6,509.95)


Treasurers' Account(Lloyds)
	Income	Expenditure	Net
	£ 37,651.80	£ 44,567.28	£(6,915.48)

Business Instant Access(Lloyds)
Interest received	£ 276.18	£ -	£ 276.18

Trustees’ Annual Report for the period

From 1 April 2024 To 31 March 2025

Charity name: The Friends of Dr South’s School

Charity registration number: 279172

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The Objects of the Charity are to advance the education of the pupils at 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 an ancillary thereto and in furtherance of this object the Charity may: (i) foster more extended relationships between the staff, parents and others associated with the school. (ii) 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 for the public benefit, in particular, the activities, projects or services identified in the accounts.	Para 1.17 and 1.19	The Charity provides public benefit by achieving its objects, notably through the following activities: (i) The Charity has provided financial support to the School to help advance pupils’ education and learning, helping the School to fund the following: •books and other educational equipment •enrichment activities for all pupils. •sports and music equipment •transport costs for educational visits •equipment and materials for the Early Years provision. (ii) The Charity hosts and co-hosts events and fundraisers to raise funds to enable financial support to the school in line with its objectives. These activities also foster extended relationships with the staff, parents, and other members of the local community.


Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees of the Charity are mindful of the long- standing requirement to provide public benefit and of the disclosure requirements of the Charities Act 2011. In connection with this the Trustees have monitored closely the general and supplemental guidance produced by the Charity Commission, in particular its public benefit guidance on the advancement of education.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	Money raised is provided to the School in response to requests by staff members (which are approved by the Headteacher and voted on by the Charity committee). The School can make requests at meetings and between meetings to be voted on. The School can also outline longer-term plans that inform requests for funding higher-value items such as multi-year IT refresh projects, playground equipment, which may require the Charity to increase fundraising and reserves over a number of years to fund the plan.
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	All fundraising activities organised by the Friends of Dr South’s are run and managed by volunteers.
Other		N/A

Achievements and Performance

	SORP reference
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	Para 1.20	The net profit from the Charity’s fundraising activities this year is £11,689.99. A significant proportion of this money (£5,696.78) was raised through the Islip Big Bike Ride in May 2024.The most profitable events organised by members of the Charity have been the sale of Christmas trees (£1,802.19) and the Quiz Night (£1,321.32). The Charity has provided a total of £20,601.97 of funding to the School during the year – purchasing valuable resources for use in the classroom as well as enhancing the School’s educational enrichment offering: -Class Resources: Classroom materials and activities. -SEND and Emotional Literacy Resources. -Field Trips: Coaches for visits to museums, theatres, and other educational and enrichment venues. -Music and Drama: Music lessons and school drama productions. -Library Revamp: Refurbishment and equipment for a welcoming new library space. -Technology: Supporting the school's second of a three-year ICT refresh project.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The Charity has raised £11,689.99 this year, which has led to a net decrease in funds of £6,509.95. As a result, the Charity has total assets of £31,172.53.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Charity’s reserves policy is to maintain sufficient free reserves to enable it to meet its financial obligations and commitments to the school for at least a year. Additionally, Charity income varies between years with the biannual Big Bike Ride typically doubling funds raised. Reserves at the end of a year may reflect a planning-ahead to maintain funding levels to the school in a non-Big Bike Ride year. We can also agree to hold larger reserves when the School has expressed an upcoming need and the Charity membership has voted to approve support.
Amount of reserves held	Para 1.22	As explained above, the Charity’s net assets currently amount to £31,172.53. Funding and fundraising forecasts show an upcoming decrease to these reserves, following another non-Big Bike Ride year and the final year of a 3-year ICT refresh funding programme for the School.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	None.
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	N/A

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	The Charity’s principal source of funds are volunteer-led fundraising events and activities. This year, these have included May Day celebrations, a ‘Soup Lunch’, Quiz Night and end-of-term discos; the sale of Christmas trees and other Christmas- related events; and sale of second-hand

		clothes/uniform. We also receive regular donations to the ‘Sparkle Fund’ and organise a ‘100 Club’ lottery. This year the Charity also benefitted significantly from the ‘Islip Big Bike Ride’ held in May 2024, which raised money for the Friends of Dr South’s School and St Nicholas Church, Islip. For ease of administration, all the funds raised by the Bike Ride during the year under review (£21,280.37) were paid to the Friends of Dr South’s School, which then passed on to St Nicholas Church the latter’s share of those funds (£11,412.60) under a joint funding agreement.
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
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	Elected by parent body

Additional information (optional) You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction and training of trustees	Para 1.51
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The management of the Charity is vested in a committee which consists of the President and the following officers (who are elected annually at the AGM of the members of the Charity): a. Chair(s) b. Treasurer c. Secretaries All parents or guardians of children attending the School automatically qualify as members of the Charity. Committee meetings are held at least once per term.
Relationship with any related parties	Para 1.51
Other

Reference and Administrative details

Charity name The Friends of Dr South’s School

Other name the charity uses
Registered charity number	279172
Charity’s principal address	Dr South’s C.E. Primary School Bletchingdon Road Islip Kidlington OX5 2TQ

Names of the charity trustees who manage the charity

1 2 3 4 5 6	Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
	KimberlyWiles	Chairperson
	Lynne Bustin	Treasurer
	Jo Davies	Co-Secretary
	Melanie Green	Co-Secretary

– Corporate trustees names of the directors at the date the report was approved

Director name

N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

Additional information (optional)

Names and addresses of advisers (Optional information)

ional information (optional) Names and addresses of advisers (Optional information)	ional information (optional) Names and addresses of advisers (Optional information)	ional information (optional) Names and addresses of advisers (Optional information)
Type of adviser Name Address




Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

gne on ea o Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date	carys rusees	Kimberly Wiles Chair

	Lynne Bustin	Kimberly Wiles
	Treasurer	Chair

	13th January 2026	13th January 2026

The Friends of Dr South's School - Charity Number 279172	The Friends of Dr South's School - Charity Number 279172	The Friends of Dr South's School - Charity Number 279172
Statement of Assets & Liabilities as at 31		March 2025

Cash at Bank and in hand		31-Mar-25	31-Mar-24	Net movement

Treasurers Account(Lloyds)		£ 7,137.96	£ 14,053.44	£(6,915.48)
Business Instant Access(Lloyds)		£ 23,898.57	£ 12.09	£ 23,886.48
Business Savings Account(Barclays)		£ -	£ 23,610.30	£(23,610.30)
Cash		£ 136.00	£ 6.65	£ 129.35

TOTAL ASSETS		£ 31,172.53	£ 37,682.48	£(6,509.95)


Treasurers' Account(Lloyds)
	Income	Expenditure	Net
	£ 37,651.80	£ 44,567.28	£(6,915.48)

Business Instant Access(Lloyds)
Interest received	£ 276.18	£ -	£ 276.18

Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusts¢$ The Friends of Dr South's School On a¢¢ounts for the yèar ended Charity no lif any) 3110312025 279172 Set out on pages Friends of Dr StsLrth's Ac¢ounl8 2024-2025 I report lo the Iruslees on my examination of the accounts of the above charity l.the TWSY'I for the year ended 31103 12025 Responsibilities and basis of rgport As the charty's Iruslees, you are responsible for the preparation of the accounts in accordan¢e th the requirements of the Charities Act 2011 l.the Act"). I report in respect of my examin*ion of the Trust's accounts carrled out under section 145 Df the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515}Ibl of the Act. Independent I have completed my examination. I confimi that no material matters have examiner's statement come lo my attention in connection wth the examination lolher than that disclosed below") which gives me cause lo believo that in, any material respe¢t'. 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 applic8ble requirements conceming the form and content of acwunls sel out in the Charities {Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'lrue and fairf 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 wlih the examination lo which 8ttenlion Should be drawn in this report in order lo enable a proper understsnding of the accounts lo be reached. Hease delete the words in the brackets if they do not apply. Signed: Date., Namo: tl-PrJi Q Relevant professional qualifl¢ationlsl or body lif any): Address- IER Oct 2018