Trustees’ Annual Report for the period
From 1[st] September 2024 to 31[st] August 2025
Charity name: Flax Bourton School Association
Charity registration number: 293218
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 Association are to advance the education of the pupils of the School by providing and assisting in the provision of facilities for the education at the School. |
| 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 Association arranges and undertakes events at the school throughout the year designed to help enrich the pupils learning and provide an inclusive school 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 and other committee members have always kept in mind the guidance issued by the charity commission on public benefit. Activities and fundraising ideas have this in mind. |
| Contribution made by volunteers |
Para 1.38 | We rely heavily on volunteers to run our fundraising events and are extremely grateful for the huge collective number of hours that many people spend helping us. They donate time, ideas, and enthusiasm. It would not be possible without them. |
1
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 | During the year, the charity supported the school through a number of fundraising and community activities. These included a Fireworks Event, Danceathon, Wealth Making activities and a Christmas Fair, all of which generated funds to support the charity’s objectives while encouraging participation from pupils, families and the wider community. The charity also made a financial contribution towards the development of the Maple Class garden. This has provided an improved outdoor space to support learning and wellbeing for pupils who use the area. Match funding was provided by the Lloyds Foundation. Overall, the charity’s activities have helped to enhance school facilities and resources, benefiting pupils directly and contributing positively to the wider school community. |
2
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | During the year the charities income was £34,385 with expenditure of £42.413 and a deficit for the year of £8,028 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The remaining funds are held to cover expenditure at school over the academic year. This spending is agreed during the year by the committee. |
| Amount of reserves held | Para 1.22 | At the year end reserves are £32,511 which are all free reserves held in cash |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | Not applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Currently there are no concerns the charity is not a going concern |
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | The charities principal funding sources are through donations and surplus from events ran during the year. |
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Any surplus reserves are held in the charities deposit account earning interest. Due to the nature of size of the charity the trustees deem this acceptable. |
| A description of the principal risks facing the charity |
Para 1.46 | Costs of running fundraising events are ever increasing and the margin of profit on these events are therefore being squeezed. We are also, conscious that the school community are being hit by rising costs of living and do not want to increase ticket sale prices for events that we run.Volunteers time is critical to the charity as there are no paid staff. |
3
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document | Para 1.25 | Constitution adoptedNovember2019 |
| How is the charity constituted? |
Para 1.25 | Unincorporated 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 | Trustees are appointed or reappointed annually at the Annual General Meeting held in November. |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | The core committee members currently consist of a chair, vice-chair, treasurer and two secretaries. As per the constitution parents and guardians of all children attending the school are deemed to be members of the association. |
|---|---|---|
| Relationship with any related parties |
Para 1.51 | As per our constitution we work alongside and to provide assistance to, Flax Bourton Primary School. |
Reference and Administrative details
| Charity name | Flax Bourton School Association |
|---|---|
| Other name the charity uses | FBSA |
| Registered charity number | 293218 |
| Charity’s principal address | Flax Bourton Primary School Station Road Flax Bourton BS48 1 UA |
4
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| EmilyGazey | ||||
| Emma Ghent | ||||
| Abigail Henderson | ||||
| Mark Francis | ||||
| Laura Aitken | ||||
| Fiona Furzeland | ||||
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date
5
| Flax Bourton School Association | Flax Bourton School Association | 293218 | |
|---|---|---|---|
| Receipts andpayments accounts | CC16a | ||
| For the period from |
9/1/2024 To |
8/31/2025 |
| Section A Receipts and payments | ||||
|---|---|---|---|---|
| A1 Receipts Donations 10,284 Grants 2,956 Fundraisingfor Events 20,841 Interest Received 304 - - - - 34,385 - - Sub total - Total receipts 34,385 A3 Payments Operating Expenses 455 Costs of Fundrasing Events 41,958 Benefits to school - Carbon Offsetting - - - - - - Sub total 42,413 - - Sub total - Total payments 42,413 Net of receipts/(payments) - 8,028 A5 Transfers between funds - A6 Cash funds last year end 40,539 Cash funds this year end 32,511 Unrestricted funds to the nearest £ Sub total(Gross income for AR) A2 Asset and investment sales, (see table). A4 Asset and investment purchases, (see table) |
to the nearest £ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Restricted funds |
to the nearest £ Endowment funds |
Total funds to the nearest £ 10,284 2,956 20,841 304 - - - - 34,385 - - - 34,385 455 41,958 - - - - - - - 42,413 - - - 42,413 - 8,028 - 40,539 32,511 |
Last year to the nearest £ |
| - - - - - - - - - |
10,284 | 31,589 | ||
| 2,956 | - | |||
| 20,841 | - | |||
| 304 | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 34,385 | 31,589 | |||
| - - - |
- | |||
| - | - | |||
| - | - | |||
| - | 34,385 | 31,589 | ||
| - - - - - - - - - - |
455 | - | ||
| 41,958 | 5,944 | |||
| - | 5,434 | |||
| - | 83 | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| - | - | |||
| 42,413 | 11,461 | |||
| - - - |
- | |||
| - | ||||
| - | - | |||
| - | 42,413 | 11,461 | ||
| - | - - - - |
- 8,028 | 20,128 | |
| - | - | - | ||
| - | 40,539 | - | ||
| - | 32,511 | 20,128 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds B2 Other monetary assets B3 Investment assets B5 Liabilities B4 Assets retained for the charity’s own use |
Details Cash at bank Details Details Details Details Total cash funds (agree balances with receipts and payments account(s)) |
to nearest £ 32,511 - - 32,511 OK to nearest £ - - - - - - Unrestricted funds Unrestricted funds Fund to which asset belongs Fund to which asset belongs Fund to which liability relates |
to nearest £ - - - - OK to nearest £ - - - - - - Cost (optional) - - - - - Cost (optional) - - - - - - - - - - - - - - Restricted funds Restricted funds Amount due (optional) |
to nearest £ Endowment funds |
|---|---|---|---|---|
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| OK | ||||
| to nearest £ Endowment funds |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| Current value (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| When due (optional) |
||||
| - | ||||
| - | ||||
| - | ||||
| - | ||||
| - |
Signed by one or two trustees on behalf of all the trustees
Date of Signature Print Name approval
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Flax Bourton School Association
On accounts for the year ended
31[st] August 2025
Charity no (if any)
293218
Set out on pages
8 and 9
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025 .
As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“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)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the 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 content of accounts set out in the Charities (Accounts 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 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.
Signed:
Date:
3 February 2026
6
Oct 2018
IER
Name:
Lisa Anthoney
Relevant professional qualification(s) or body (if any):
ATT, CIOT/CTA, SRA
Address:
79 Clevedon Road, Failand, Bristol BS8 3UL
Section B Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
Oct 2018
7
IER