## **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.| 1 |||| |---|---|---| |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| 2 ## **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||| 3 ## **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| |---|---|---| 4 |||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||| 5 ## **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 6 |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| 7 **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||| |||| |||| |||| |||| |||| 8 ## **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** 9 ## **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| 10 |**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**|**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**|||| |||||||||| |||||||||| 11 ## **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.| 1 |||| |---|---|---| |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| 2 ## **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||| 3 ## **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| |---|---|---| 4 |||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||| 5 ## **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 6 |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| 7 **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||| |||| |||| |||| |||| |||| 8 ## **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** 9 ## **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| 10 |**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**|**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**|||| |||||||||| |||||||||| 11 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