Trustees. Annual Report for the period Period start date 01 PerK¥J wvj date 31 2022 2023 From To Section A Reference and administration details Charfty name Friends of Virtoria School Other names charlty Is known by Registered charity number (If any) 512758 Charltys prfnclpal address Vidoria School Speaalist Arts Cdlege Bell Hill, Northfield Bimiingham Postcod• B311LD Names of th• ch•rlty Irustoes who manago tho charfty D•t•• *ct•d rf not forT*IM)l• Tru•l•• nam• c• lrf•nyl N•m• of p•r•on {or body) •nlltl•d Int tru•t•• Iran Mrs C Lane Mrs Sadie 8dton Ms Sara Matthewson Miss Lucy Guppy Mr. Gary Coffey Ms Judi Newman Mrs Pamela Sole Mr Mark Cottam TreaSu￿r Chairperson Secrelary President 10 12 13 14 15 17 18 19 20 Names of the Irustees for the charlty, If any, (for example, any custodlan trustees) Name Datss xted rf not for whole ear TAR arch 2012 Narnes and addresses of advlsers (Optional Information) of advtvr Naffle Addr8SS Lloyds 798 Bristol Road South. Northfield, 8imiingham, B312NP P&W Scci Accountants 10 Nthvent Road, Northfield, 8irniingham, 8312ED Bank Independent Examlner Name of chlof oxecutlve or names of Senlor staff members (Optional infomiatlon) Section B Structure, overnance and mana ement Descrlptlon ofthe chartty's trusts Conslitution adopted 25. November 1998 Type of goveming document How the charity 1$ ¢>)nstituted Association Truslee 8election methods Trustees are appointed annually at the Annual General meetino in November Addltlonal governance Issues {Optlonal Inforniatlon) You may choos• to ind Each trustee has to sign the code of conduct to ensure: additional information, where relevant, about.. •the organisation is effoth'vo. o￿n and accountable.. •the highest standards of integrtty and stewardship are aChie￿d., •the working relationship with Staff and admsers is productive and supportive. policies and procedur8S ad0￿ed for the induction and training of trustees.. the chanty's organisational structure and any wider elwork with which the charity works,. • relationship wtth 8ny related parti8S'. trustees, consideration of major risks and the system and procedures to manage Ihem. The Ofganisation is a member of the Parent Toachers Association UK. (P9rent￿.nd) All Irustees giNe their tim8 vduntary and re￿ve no remuneration or other benefrts. Section C Ob'ectives and activities 1. To advance the education of the pupils at sthool by providing and assists'ng in the promsion of facAlities for education at the s¢hool not nomally promded by the LEA. Summary ofthe objects oftho charity set out in its govorning document 2. To promote the children wtth disabililies at schcol and in the interests of socia welfare and in order to improve their conditions of lrfe to provKle recreational fac41ities for such children. TAR March 2012 3. To foster nvxe extended relationships b8lween staff. parents, carers and otsrs assorjated with the school. 4. To engage in ￿￿[￿1￿85. whith support the school and advance the education and promote the relief of children with disabilities attendirKJ it. In plannirKJ Our &livities fof Ihe year we kept in mind the Charity Commission guidarKe on public beneffts at our trust8e meetings. The Comm￿88 meets to plan fundraising events, lobby on parent and ¢3￿rS ￿haIrS and to discuss sthool bids for funding. We approach other charities for money for projects to benefit the pupils in We endeavwr to ensure that all pupils whatever their age, benefit from the work of Friends CA Victoria School. Summary ofthe maln a¢tivitles undertaken for the publlc benefft In relatlon to these objects (Include wlthln th1$ sectlon the statutory d8claration that trustses hav• had regard to the gtsldance Issued by tho Charlty Commlsslon on publlc benèfrt) Addltlonal detalls of obAeclfv•s and actlvlllos (Optlonal Inforn￿tIOnl TAR March 2012 A great contribution is m&Je by member vcAunteers. We are grateful for the many houls volunteers spend fundraising on our behalf. Wthout Ihis valuable contribution of time. energy and expertise we would not have been able to have achieve so muth. VoSunteers also give of th￿r time to supwrt activities for th8 children such as setting up the Grotto at Christmas. You may ch005e to indude further slatements, where relevant, about.. policy on grantmaking; policy programme related investment., contnbution made by volunteers. Section D Achievements and performance TAR Mareh 2012 Section D Achievements and performance This has been a very unusual year for Fnends of Victona as we have been left a large amount of money as a legacy. We are extremely graleful for this and are lookn'ng at ways of spending this, however we are keen thal it is not all spent on one propd but is used to support projects wisely over the r￿xI few years. This donation also ensures the sustainabiliiy of the Chartty. We have 8Eready allorated £10,000 to the Library project. {See bdow) Summary of the main achievements of the charty during the year Autumn Temi 2022 This year our Santa Speoa Event was able to go ahead for the first time since 2019. ft was extremely well SUPFQrted by families. A huge part of this is the Grotto and our willing helpers created this at the teginning of December over 3 days. As wdl as using it at the Sants Special was also used by each dass during the last week of tenn.11 provides a multi- sensory environment for the children to visit. Each dass was given wrfMey for presents largely in the fomi of new equipment for the children. Friends of Victoria 8180 SUPPOrts the Chrislmas lunch by providing 8•Yditsonal item5 such as crackers. balloons and ch￿1818. Sprlng Terni 2023 During Ihe Spring Tern the school began fundraising for the Library refurbishment project. During this temi Friends re￿l￿d an unexpected legacy and committed £10,IxIO to tss proi&a from that *acy. We also agreed to provide medals for 8 sponsored walk around Bimiingham library's to be completed in the summer temi. We are very grateful to the fOlkn￿n9 organisations for also supporting the Library ProJ￿t. The Patrick Trust The Rowlands Trust Wlliam Cadbury Trust Eveson Trust This propd is due to be ¢])m￿ted Novembaf 2023. Summer Terni 2023 Dunng this temi we supported the sthool in holding a Coronation Party. We purchased r￿alS for all the children. and members of FOV Joined in the celebrations. We held a suttessfvl SumffEr Raffle and Summer Fair. unfortunately the weather was a lrttle unkind to us on this occasion Ixrt it was still an enjoyable day. We would like to thank the followiThJ Chaiities for supporting us this year.. Lions Club Chades Brotherton Trust TAR Marth 2012 Section D Achievements and performance Family Centre As rep)rted last year this propd was unable to go ahead in the planned formal due lo a variety of reasons. Much of the money pledged has been retumed and plans are currently being fin￿lSed for the COMF￿et10n of work with the small funds available. TAR March 2012 Section E Financial review Of the cash we hold at the bank, £5000 is retained to meet unforeseen expendrture. Brief ststement of the harity's policy on resoNos We also hold rn¢￿ey in Reserves at this time of year for expenditu￿ on Christmas activities. At our AGM we will give some considerations lo propcts for the f>)ming ear. D8talls of any funds materialty In deflclt Not apptThble Further flnanclal revlew detalls Ioptlonal Infonnatlon) FurKlraising comprises school acxiviknes e.g. summer fair Annual Raffle and donations from other charities. You may choose to include additional infomats"on, where relevant ab￿t.. the charity's principal sources of funds linduding any fundraising)., how expendrture has supported the key objectives of the charrty; investment policy and objectives including any ethical investment policy adopted. We also run a small weekly lthry through Your School Lottery. Funds are LFsed to provide equipmènt and olher benefits for the pupils and propcts undertaken by Othe￿ on behalf of th8 pupils. Section F Other optional information Section G Declaration The trustses declare that they have approved the tNstees' report above. Slgned on ￿half of the charlty's trusto Signaturels) Full namels) Position (eg Socretsry. Chalr, 15th November 2023 TAR March 2012 CHARITY COMMISSION FOR ENGLAND AND WAIES Receipts and payments accounts CC16a For th• To 01KrJr2tr22 3'10V2023 Section A Receipts and payments Ufiro$tricted fvnd5 Restrfjcted ENdowr￿n1 fund Total funds La$1 year to lh• nw••t£ A1 R•￿1 Donat￿￿$ Chn8trnas klthet TLC Lo YSL Other PJtr¢k ftygt 10.¥7 4.403 1D.947 4,4*13 292 1,434 20.000 CAF 51.mj 51.163 m Tfu8t Sub tot•llGross income for ARJ 10.413 A2 AM•t and Inv••lm•nt ••• tabl•l. Sub total Tot•1 Trc•lpts 10Q.O 20.413 ChnIb￿sS 3.68$ 81• MSI Fbffj• T 13.498 MSI 4n 472 Sub tolal 132•1 472 1),753 2),102 A4 A•••t and Inv•8trn•nt purchaB•s, Sub total 13281 472 13,753 23,102 N•t ofrncelptsl(paym•nts) A5 Transfers betw￿￿ fvnth A6 Cash fund* la$t y•ar •nd Cash lunds thls y#•r ond 66.815 19.5 2,689 tS,207 82,022 29.1 48.697 44,376 130,719 47,066 44.377 CCXX R1 accowts Issi 1411112023 Section B Statement of assets and liabilities at the end of the period Endowment fund• to n••r••t£ funds n•arMiE B1 Ca$h fvnd¥ 5JJ9 Fwr*C•b CATS 5JJl PE J.177 Toe•l funds 12.022 46,09T Unr••trlct•d Endowment funds t• v*4mi É fvnds n••v•*i£ •w•4tÉ Fund lo ¢uvr•rt ¥4 Fund to LlÈtai15 C4)•tIW9r￿ B4 A88•ts r•tsin•d for th• charity'¥ ovm u Fun61• ANwntdu• Oetails Wh•b) d B5 ISSI 1411112023 S¥ned by one or b8h811018H tho InAI••s Dale ol rov¥l )Eo CCXX R3 ISSI 14111r2W23 ## **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** **Report to the trustees/** Charity Name Friends of Victoria School **members of On accounts for the year** 31/08/2023 **Charity no** 512758 **ended (if any) Set out on pages** (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended **31/08/2023** **Responsibilities and basis of report** 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** I have completed my examination. I confirm that no material matters have **examiner's statement** come to my attention in connection with the examination 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:** 28/09/23 **Name:** R B Welch FCA MA **Relevant professional** ICAEW **qualification(s) or body (if any):** 1 **Oct 2018** **IER** **Address:** P&W Social Accountants 10 Newent Road Birmingham B31 2ED ## **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** . 2 **Oct 2018** **IER**