## **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|
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## **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|||
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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
## **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
po
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