Registered Charity Number: 703100
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL**
## **TRUSTEES REPORT AND UNAUDITED FINANCIAL STATEMENTS**
**FOR THE YEAR ENDED 31 JULY 22**
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 JULY 2022**
**Pages**
**----- Start of picture text -----**
Report of the Trustees 1-4
Independent Examiner’s Report
5
Statement of Financial Activities
6
Balance Sheet
7 - 8
**----- End of picture text -----**
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL**
## **REFERENCE AND ADMINISTRATIVE DETAILS**
## **Registered Charity Number**
703100
## **Trustees**
The following have held office during the period:
## **Officers:**
Chairman Jane Campbell Vice-Chairman Becky Willshee Treasurer Claire Miller Vice Treasurer Sarah Bates President Elaine Curtis Joint Sponsorship Co-ordinators Sarah Nobbs Social Media Co-ordinator Sam Redding & Joanne Hassall-Pirie Secretary Kelly Hughes Vice Secretary Kirsty Kirk
## **Committee Members:**
Emma Hardwick Simon Hassall-Pirie Michelle Redding
## **Independent examiner:**
Lisa Page 5 Beowulf Covert Stretton Burton upon Trent Staffs DE13 0XR
Page 1
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL**
## **REPORT OF THE TRUSTEES**
## **FOR THE YEAR ENDED 31 JULY 2022**
The Trustees present their annual report together with the financial statements for the year ended 31st July 2022. The Trustees have adopted the provisions of the Statement of Recommended Practice (SORP) ' Accounting and Reporting by Charities' issued in 2005 in preparing the annual report and financial statements of the charity.
## **STRUCTURE, GOVERNANCE AND MANAGEMENT**
## **Governing document**
The charity is controlled by its governing document, a deed of trust.
## **Recruitment and appointment of new trustees**
Under the term of the constitution, the Trustees are eligible, in committee, to appoint new Trustees to fill casual vacancies until they can be formally elected at the next Annual General Meeting (AGM).
The Management Committee is comprised of a selection of people from all walks of life with different degrees of experience and expertise.
## **Induction and training of new trustees**
Trustees are issued with 'The Essential Trustee' published by the Charity Commission, and a Trustees Information Pack, which contains all the relevant policies and procedures and responsibilities of Trustees for ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL.
## **Risk Management**
The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.
Page 2
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 JULY 2022**
## **AIMS, OBJECTIVES AND ACTIVITIES**
To raise funds for William Shrewsbury Primary School.
To give each year group a contribution towards school trips/activities, and reduce the cost to parents.
To provide new equipment that is needed at school, but not within the school budget.
To organise events to raise funds for William Shrewsbury Primary School, such as School discos, Summer Galas and Christmas Fayres.
## **ACHIEVEMENT AND PERFORMANCE**
Over the years we have managed to provide support to William Shrewsbury Primary School and all of the money we as a charity have raised goes back into the school. We aim to fulfil all requests the school make for projects and equipment which will help the children to succeed and have an enjoyable education.
This was our second year of being affected by the restrictions in place due the Covid 19 pandemic. Lots of restrictions were put on socialising activities and so the PTA were unable to put on any face to face fund raising activities.
Page 4
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL REPORT OF THE TRUSTEES**
## **FOR THE YEAR ENDED 31 JULY 2022**
## **FINANCIAL REVIEW**
Over the 2021/22 financial year the charity successfully raised an outstanding £11,000 for the school through various events from themed discos to our biggest event of the year; the Summer Gala.
After struggling to raise funds throughout the global pandemic, we have, during the second part of the financial year been able to hold a number of events which have been a huge success and have enabled us to support the school with the financial support that they have required.
The outlook for the next financial year is positive, planning of future events is already taking place.
## **ON BEHALF OF THE BOARD**
SIGNED:
DATE:
Page 4
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL STATEMENT OF FINANCIAL ACTIVITIES**
## **FOR THE YEAR ENDED 31 JULY 2021**
||**2022**|**2021**|
|---|---|---|
||**£**|**£**|
|**RECEIPTS**|||
|Christmas Rafe|767.11|771.39|
|Summer Gala|12,979.66|1,191.89|
|Disco|6,569.27|0.00|
|Chocolate Bingo|616.66|0.00|
|Christmas Cards|3,011.00|3,236.54|
|Tuck Shops|523.40|0.00|
|Other|1,541.60|1,239.77|
||_______|_______|
|Total Receipts|26,008.70|6,439.59|
||_______|_______|
|**PAYMENTS**|||
|Christmas Fayre Expenses|0.00|0.00|
|Summer Gala Expenses|2,049.19|0.00|
|Disco Expenses|3,881.12|0.00|
|School Trips & Projects|5,126.6614,436.85||
|Gazebos|1,213.76|0.00|
|Christmas Card Expenses|2,280.60|2,628.10|
|Others|273.94|339.12|
||_______|_______|
|Total Payments|14,825.2717,404.07||
||_______|_______|
|Increase/(decrease) in funds for the year|11,183.43(10,964.48)||
|Transfer between funds|||
|Fund balance at beginning of year|5,817.5716,782.05||
||_______|_______|
|Fund balance at end of year|17,000.94
_______|5,817.57
_______|
Page 6
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL BALANCE SHEET**
## **FOR THE YEAR ENDED 31 JULY 2022**
|**Note**
**TANGIBLE FIXED ASSETS**
**CURRENT ASSETS**
Cash and bank balances
Stocks
**CURRENT LIABILITIES**
Amounts falling due within one year
**NET CURRENT ASSETS**
**NET ASSETS**
**RESTRICTED BY:**
Restricted funds
Unrestricted funds|**2022**
**£**
-
17,001
-
_______
17,001
-
_______
17,001
_______
17,001
_______
-
17,001
_______
17,001|**2021**
**£**
-
5,817
-
_______
5,817
-
_______
5,817
_______
5,817
_______
-
5,817
_______
5,817|
|---|---|---|
Page 7
## **ASSOCIATION OF FRIENDS OF WILLIAM SHREWSBURY PRIMARY SCHOOL BALANCE SHEET (continued)**
## **FOR THE YEAR ENDED 31 JULY 2022**
The members have not required the charity to obtain an audit of its financial statements for the year ended 31 July 2020 in accordance with section 144(2) of the Charities Act 2011.
The trustees acknowledge their responsibilities for:
- (a) Preparing financial statements which give a true and fair view of the state of affairs of the charitable company as at the end of each financial year and of its surplus or deficit for each financial year.
The financial statements were approved by the Board of Trustees on 28[th] September 2022.
and were signed on its behalf by:
………………………….. Jane Campbell – Chair