## **Trustees’ Annual Report for the period**
## **From 01/08/2024 To 31/7/2025**
## **Charity name: Milton School Association**
## **Charity registration number: 1035659**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|The MSA was formed by a constitution and
is registered with the Charity Commission,
Charity number 1035659.
The objects of the Association are to
advance the education of the pupils of the
school (Milton CE Primary School) by
providing and assisting in the provision of
facilities for education at the school and as
an ancillary thereto and in furtherance of this
object the Association may:
1. foster more extended relationships
between the staff, parents and others
associated with the school, and
2. engage in activities which support the
school and advance the education of
the pupils attending it.|
|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|Our organisation is a parent–teacher
association.
We raise money from carrying out several
activities such as events, raffles, bake sales,
gift sales and sponsored events. These
events are something we try to engage the
whole community with where it is
appropriate, and we also engage pupils
through encouraging them to volunteer and
support some of our activities.
The money raised is ultimately used to
support the provision of education at the
school. We consult carefully with the senior
leadership team at the school about
priorities. In the 24-25 academic year the
MSA donated over £23k to the School for
different priorities – such as chromebooks,
ipads, swimming pool repairs, school books
and ESLA materials.|
||Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The trustees confirm we are aware of the
guidance. This is taken into account when
making a decision to which the guidance is
relevant.|
|---|---|---|---|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|n/a|
|Policy on social investment
including program related
investment|Para 1.38|n/a|
|Contribution made by
volunteers|Para 1.38|The contribution made by volunteers is
significant and we would not be able to hold
many of our events or undertake activities
without them.
Each of our events requires a team of
volunteers who support the MSA in different
ways. This includes setting up events,
running stalls and cleaning up afterwards.
We also arrange training for volunteers
where specialist skills are required e.g.
professional firework training and lifeguard
training
We are also appreciative to the staff at the
school who support our activities in different
ways.|
|Other||n/a|
## **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|The MSA holds a number of fundraising
events throughout the year. These are
primarily targeted at the families of those
pupils attending the school but our larger
events, such as the fireworks night and
summer fayre, are open to all people around
the village.
These larger events often see the MSA
working closely within other community
organisations within the village such as the
Scouts and pre-school, while we also
welcome local businesses to contribute to
these events.
In 24-25 the MSA, for the first time, held a
targeted online fundraiser that was
organised to help cover the cost of repairs to
the school swimming pool, which was also
really successful and enabled the school to
get the pool up and running for school
swimming lessons.
In addition further events were held with an
eye on the health of children such as a
sponsored walk event and after school swim
sessions, while in 24-25 the MSA supported
a scheme to address headlice in the school.
A number of second hand uniform sales
were also held, which benefit both parents
and MSA fundraising income.
The MSA considered funding requests from
the school and provides money towards
many different activities. In 24-25 this
included funding for school books, outdoor
areas, ESLA materials and funding for
significant funding for pool repairs and
expansion to the swimming pool area.
In recent years the school has prioritised
funding requests towards IT projects. This
year, the MSA funded almost £10k of
chromebooks and mini ipads to support the
use of IT in the school.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Achievements against
objectives set|Para 1.41|n/a|
|---|---|---|---|
|||||
||||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41|n/a|
|Investment performance
against objectives|Para 1.41|n/a|
|Other||n/a|
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|The balance at 31/7/25 was £40,153.
The includes £29,243 of unrestricted
reserves raised from fundraising events and
unrestricted donations.
In addition, a number of other restricted
funds were held by the MSA. These include
-
£4,325 was held for future projects to
support outdoor education and
physical activities.
-
£1,651 was held for staff welfare
events.
-
£1,174 to support School Choir trips.
-
£948 raised for further swimming
pool repairs.
-
£948 was held for school books
-
£230 was held for the advancement
and expansion of MSA events.
-
£156 was held for Nature Projects
-
£27 was held for materials for the
school sensory garden
-
In a touching tribute to a parent we
recently lost, the PTA received
£1,450 in memorial donations. This
gift is earmarked for a meaningful
initiative to benefit the children.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The committee considers it prudent to retain
an operating fund of £3,000 in order to run
events.
Spending against the remaining unrestricted
funds is largely dictated by funding requests
from the schoolteachers and Governing
Body. Parents are encouraged to contact
the MSA or the school if they see something
that they think would benefit the education
and wellbeing of the children.|
|Amount of reserves held|Para 1.22|£29.2k of unrestricted reserves were held at
the end of the financial year. £10.9k of
restricted reserves were held.|
|Reasons for holding zero
reserves|Para 1.22|n/a|
|Details of fund materially in
deficit|Para 1.24|There are no funds in deficit|
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|Financially the MSA is currently well placed
to support the school. To ensure that this
steady stream of fundraising income
continues, however, the MSA is reliant on
ongoing volunteer support to help organise
and run these fundraising events.|
## **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|The MSA raises between £15-£20k each
year from fundraising events such as a
fireworks night event, summer fayre and
bake sales.
In addition the MSA occasionally receives
direct donations from parents which can vary
from year to year. In 23-24 the amount of
donations received was around £1,500
whereas in 24-25 the amount received was
around £18,000.|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a|
|A description of the principal
risks facing the charity|Para 1.46|The MSA is reliant on trustees and
volunteers to run events and activities. It is
an ongoing risk that there will be insufficient
numbers of people volunteering – in
particular due to a reduction in pupil
numbers at the school.
There is a risk we won’t be able to make
spending decisions about the money raised,
and we won’t have enough people to
organise and run our larger events without
sufficient trustees.|
|Other||n/a|
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|Constitution adopted 1 March 1994 and
amended 10 March 2020|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Trust|
|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
trustees|Para 1.25|The terms of office are such that an officer,
namely Chairperson, Vice-Chairperson,
Treasurer or Secretary, should not hold the
same position for more than three
consecutive years. A fourth consecutive year
is permissible, but only in exceptional
circumstances.|
**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|All trustees are required to undertake
mandatory safeguarding training and a DBS
check as part of the relationship with the
School.|
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Practical support for running events is
provided by the school office staff, a number
of teachers, the school caretaker as well as
many parents/guardians of children at the
school.|
|Relationship with any related
parties|Para 1.51|N/A|
|Other||N/A|
## **Reference and Administrative details**
|Charity name|Milton School Association|
|---|---|
|Other name the charity uses|MSA|
|Registered charity number|1035659|
|Charity’s principal address|Humphries Way, Milton, Cambridge, Cambridgeshire, CB24
6DL|
|||
**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||Alison McKeegan|Chair|||
||Sarah James|Vice-Chair|||
||Thomas O’Neill|Treasurer|||
||Kate Bradley|Secretary|1/10/24 – 31/7/25||
||Chris Budhi||||
||Kate Sayer|Teacher|||
||Chloe Hodgkinson||||
||Elizabeth Cook||1/8/24 – 31/1/25||
||||||
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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 n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a 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
n/a
## **Other optional information**
Sarah James and Chloe Hodgkinson stepped down as trustees at the end of the 24-25 academic year.
Three new Trustees have been appointed since the end of the reporting period. Katrina Velez Florez (chair), Amrita Roy and Sarah-Jane Budhi.
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||
Alison McKeegan|Thomas O’Neill|
||
Chair (for 24-25 Academic Year)|Treasurer|
||13/05/2026||
||13/05/2026||
Declarations
The trustees declare that thoy have approved the trustees. report above.
Signed on behalf of the charty's trustees
Signaturels)
Full name(s)
Position (eg Secretary.
Chair, otc)
ison M¢Keegan
Chair (for 2*25 Academic Year)
Thomas O'N6iII
Treasurer
1310512026
|**Accounts for the Year to 31.07.2025**
**(1) Receipts & Payments Account**
**Income Receipts (Gross)**
**Gift Aid**
**Other Receipts (Gross)**
**Total Receipts (Gross)**
**Direct Charitable Expenditure (Gross)**
**Other Expenditure (Gross)**
**Other Payments (Gross)**
**Total Payments (Gross)**
**Net (Payments) / Receipts for the year**
**Total Cash and Bank balances at 31.07.2024**
**(2) Statement of Assets and Liabilities at 31.07.2024**
**Monetary assets**
**Total Cash and Bank balances at 31.07.2025 as above**
**Total Assets**
**Liabilities**
**Total Net Assets**
Bank Interest
Stock sold not purchased (school uniform)
Stock purchased not sold (school uniform)
Grants & Donatons (Unrestricted)
Grants & Donatons (Restricted)
Actvites for Generatng Funds (Unrestricted)
Actvites for Generatng Funds (Restricted)
Gif aid (Unrestricted)
Gif aid (Restricted)
Donatons (Unrestricted)
Fundraising Events Payments (Unrestricted)
Fundraising Events Payments (Restricted)
Expenses (not fundraising)
Bank balances (Unrestricted)
Bank balances( Restricted- Choir)
Bank balances (Restricted - Swimming Pool)
Bank balances (Restricted - Other)
Bank balances (Restricted - Planter & Nature Projects)
Bank balances( Restricted- Books)
Bank balances( Restricted- Great outdoors)
Bank balances (Restricted - Staf welfare)
Bank balances (Restricted - Events)
Bank balances (Restricted - Sensory garden)
Total Bank Balances at 31.07.2025
None
Receipts from last years events
Donations (Restricted)
Cash and Bank balances at 31.07.2023|**2024**
1,439.69
-
17,398.05
-
-
-
-
-
-
-
-|**2025**
190.38
12,092.01
5,877.21
14,299.58
1,285.50
3,689.82
-
1,801.49
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|
|---|---|---|
||**18,837.74**
**23,877.84**
**28,726.37**
**28,726.37**
**28,726.37**
**28,726.37**
**28,726.37**
8,501.09
6,686.26
8,176.85
-
513.64
33,766.47
19,744.57
801.70
-
-
-
980.73
5,404.97
1,431.88
230.02
132.50
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**(5,040.10)**|**39,235.99**
**-**
**-**|
|||17,169.82
4,814.52
5,321.06
-
504.05
-
-
-
-
-
-
-
-
-
-|
|||**27,809.45**
**-**
**-**|
|||**11,426.54**
28,726.37
-
-
**-**
**-**|
|||**40,152.91**
**-**
**-**|
|||29,243.42
1,173.27
948.15
1,450.00
156.00
948.00
4,324.98
1,651.88
230.02
27.19
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-|
|||**40,152.91**
**-**
**-**|
||||
||||
|||**40,152.91**
**-**
**-**|
||||
|||**40,152.91**
**-**
**-**|
|||-
-
-|
|||**40,152.91**
**-**
**-**|
## **Independent examiner's report on the accounts**
## **Section A Independent Examiner’s Report**
|**Report to the trustees**|Charity Name
MILTON SCHOOL ASSOCIATION|||
|---|---|---|---|
|||||
|**On accounts for the year**|31 July 2025|**Charity no**|1035659|
|**ended**||**(if any)**||
|||||
|**Set out on pages**||||
||(remember to include the page numbers of additional sheets)||(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 31/07/2024.
**Responsibilities and basis** As the charity's trustees, you are responsible for the preparation of the **of report** 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 examiner's** I have completed my examination. I confirm that no material matters have **statement** come to my attention in connection with the examination (other than that disclosed below *) 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.
* _Please delete the words in the brackets if they do not apply._
**Date:** 22 April 2026 **Signed:** ~~|~~ **Name:** ~~LT~~ Lucy Harney **Relevant professional** ACMA, CGMA **qualification(s) or body (if any):**
1
**Oct 2018**
**IER**
**Address:** 9 Butcher Close Milton Cambridge CB24 6ED
## **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**