Trustees’ Annual Report for the period
From 01/09/23 Period start date To 31/08/24 Period end date
Charity name: St Julian’s School Association
Charity registration number: 1030727
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The object of the association is to advance the education of pupils in the school in particular by: Developing effective relationships between the staff, parents and others associated with the school, Engaging in activities or providing facilities or equipment which support the school and advance the education of pupils. |
| 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 | Main activities of the association are holding termly meetings between parents and staff in order to facilitate parent- teacher relationships, and organising fundraising events throughout the school year in order to donate money to the school so that activities, facilities or equipment which support pupils’ education may be provided. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Our charity’s aim is to advance the education of pupils at the St Julian’s CofE Primary School and to that end we have organised multiple successful fundraisers, and built good relationships with the community which supports the children and families who attend the school. |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | |
|---|---|
| Para 1.38 | |
| Policy on grant making |
Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
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 | This year, our association has continued to successfully fundraise for St Julian’s CofE Primary School, raising over £6000 from various events in the school and wider community. We were also the recipient of a generous donation of £25000 from the parent of a previous pupil at the school, which is a clear testament to the good regard in which our association is help, and the work we do in facilitating ongoing good supportive relationships between the school and its wider community. Recent years’ fundraising combined with this significant donation have enabled us to make an incredibly generous donation of £40000 to the school, which will enable the development of an adventure playground and enhanced outdoor play and learning space for the pupils of the school. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set
| Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Para 1.41 Other |
|
|---|---|
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Funds in bank account as at 31/08/2024 £8004.70 No other assets |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Money in association account is used to fund enhanced educational experiences by pupils at St Julian’s, such as school trips or author visits or the provision of new equipment, as agreed in discussion with parents and staff at the association meetings. |
| Amount of reserves held | Para 1.22 | £8004.70 |
| Reasons for holding zero reserves |
Para 1.22 | Not applicable |
| Details of fund materially in deficit |
Para 1.24 | No deficit |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not applicable |
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 | All funds raised by our association this year came from our fundraising events, or donations/endowments made by individuals. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
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 | 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 |
Para 1.25 | Trustees are elected to posts in the association AGM. |
| ~~trustees~~ |
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 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | St Julian’s School Association |
|---|---|
| Other name the charity uses | St Julian's PTA |
| Registered charity number | 1030727 |
| Charity’s principal address | St Julian’s Church School High Street Wellow Bath BA2 8QS |
Names of the charity trustees who manage the charity
| Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee |
|
|---|---|---|---|---|
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Alice Lancastle | Chair | ~~(if any)~~ | |
| Marchelle ~~Fll~~ |
Treasurer | |||
| ~~arre~~ Cici Miskin |
Secretary | |||
Corporate trustees – names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held None in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
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Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional ~~information)~~
Exemptions from disclosure
Reason for non-disclosure of key personnel details
None
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
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Signed on behalf of the charity’s trustees
Signature(s)
Full name(s) Marchelle Farrell
es
Position (eg Treasurer
Secretary, Chair, etc)
ee
Date
30/09/2024
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