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2024-07-31-accounts

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PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

ANNUAL REPORT AND ACCOUNTS

FOR THE YEAR ENDED 31 JULY 2024

INDEX

Page
Report of the Trustees 2
Independent Examiner's Report 3
Receipts and Payments Account 4
Statement of Assets and Liabilities 5
Notes forming part of the Accounts 6
TRUSTEES BANKERS
Christopher Brinn HSBC bank plc
Vicki Meacham
Garry Mulligan
Ashley Tomlin
Veronica Vladiuc
PRINCIPAL ADDRESS ACCOUNTANTS
Borden Grammar School UHY Hacker Young
Avenue of Remembrance Thames House
Sittingbourne Roman Square
Kent Sittingbourne
ME10 4DB Kent
ME10 4BJ

CHARITY REGISTRATION NUMBER

800823

1

PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

REPORT OF THE TRUSTEES for the year ended 31 JULY 2024

The trustees present their report, together with the unaudited accounts for the year ended 31 July 2024.

AIMS AND OBJECTS

The charity is also known as Borden PFA (Parent and Friends Association).

The charity's objects are to advance the education of the pupils in Borden Grammar School, Sittingbourne through:

(a) the development of relationships between staff, parents and other associated with the school;

(b) engage in activities which support the school and advance the education of the pupils attending it; and

(c) provide and assist in the provision of facilities for education at the school.

FINANCIAL REVIEW FOR THE YEAR

During the year the charity was fortunate to be informed that a former pupil of the school had included a legacy to the charity as part of his will. The legacy of £193,241 was received in November 2023, and will be passed on to the school in due course to use to advance the education of its current and future pupils.

Usually the charity's main source of income is receipts from the 'Lucky Numbers' scheme, where participants not only help to support the PFA and school, but can also win cash prizes. The legacy meant that the charity's income was far greater this year, with interest of £1,354 generated on the higher level of cash held providing a further boost to funds. With total income of £195,915 the accounts were this year subject to an independent examination.

Expenditure for the year ended 31 July 2024 was modest and limited to the PFA subscription and a council lottery and raffle licence.

The net surplus, or excess of income over expenditure, for the year was £195,679 compared to £913 in 2023. As a result, cash funds at the end of the year increased to £199,688.

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

Signed on behalf of the charity's trustees on

Ashley Tomlin

2

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

FOR THE YEAR ENDED 31 JULY 2024

I report to the trustees on my examination of the accounts of the above charity for the year ended 31 July 2024.

Responsibilities and basis of report

As the charity 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 charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed 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 examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

A.R. Hickie BSc FCA

UHY Hacker Young

Chartered Accountants Thames House Roman Square Sittingbourne Kent. ME10 4BJ

Date:

3

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PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

ACCOUNTS for the year ended 31 JULY 2024

RECEIPTS AND PAYMENTS ACCOUNT

Receipts
Legacy
Lucky Numbers game
Bank interest
Refreshments for Open & Parents' Evenings
Total Receipts
Payments
PFA subscription
Council Lottery and Raffle Licence
Bank charges
Lucky Numbers game
Refreshments for Open & Parents' Evenings
Total Payments
Net of Receipts less Payments
Cash funds last year end
Cash funds at 31 July 2024
Unrestricted
funds
£
193,241
1,320
1,354
-
195,915
153
20
63
-
-
236
195,679
4,009
199,688
Restricted
funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2024
Total
funds
£
193,241
1,320
1,354
-
195,915
153
20
63
-
-
236
195,679
4,009
199,688
2023
Total
funds
£
-
1,164
24
41
1,229
140
20
70
84
2
316
913
3,096
199,688 - 199,688 4,009

4

PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

STATEMENT OF ASSETS AND LIABILITIES AT 31 JULY 2024

2024 2023
Unrestricted Restricted Total
£ £ £ £
Cash funds
Bank Current Account 5,890 - 5,890 1,127
"Lucky numbers" Money Master Account 193,547 - 193,547 2,631
Cash in Hand 251 - 251 251
- 199,688 - 199,688 4,009
Other monetary assets - - - -
Total Assets 199,688 - 199,688 4,009
Liabilities
Creditors due 576 - 576 -
Total Assets Less Liabilities 199,112 - 199,112 4,009

Approved by the Trustees on and signed on their behalf by:

Ashley Tomlin

5

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PARENTS AND FRIENDS OF BORDEN GRAMMAR SCHOOL

NOTES FORMING PART OF THE ACCOUNTS FOR THE YEAR ENDED 31 JULY 2024

1 ACCOUNTING POLICIES

The charity's accounts have been prepared in accordance with applicable accounting standards using the Receipts and Payments basis.

Funds

Unrestricted funds represent the funds of the charity that are not subject to any special restrictions regarding their use and are available for application to the general purposes of the charity.

Restricted funds would include any funds with terms and conditions creating such special restrictions.

The accounts include monetary transactions, assets and liabilities, for which the charity can be held responsible.

Subject to the above, receipts and payments include income as received and expenditure when irrevocably paid.

Statement of Assets and Liabilities

Closing bank balances are shown in the receipts and payments account.

Creditors for goods or services where the supply has been received and invoiced by 31 July 2024 have been recognised as liabilities in the Statement of Assets and Liabilities.

Liabilities also include the committed fee for the preparation and independent examination of the charity's receipts and payments account for the year.

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