Trustees’ Annual Report for the period
From 1 Sept 2022 Period start date To 31 August 2023 Period end date
Charity name: Fielding Primary School PTFA
Charity registration number: 1036586
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of the pupils in the school by a) Raising funds and b) Developing relationships in the school community |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identifiedinthe accounts. |
Para 1.17 and 1.19 |
Fundraising activities with major events the magic show, summer and winter fairs Regular events included cakes sales, second hand uniform. Children also raised funds for the school by running the Ealing mini mile. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Charity Commission’s website has been consulted in regards to any queries. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | The whole school community comes together to support these events, with volunteer parents running the events. |
| 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 | The charity raised over £50k for the school community over the course of the year. This has contributed to bulk funding for the school including the kitchen garden, school trip contributions for all years in the school and funding year 6 leavers events. Fielding Parents Teachers and Friends Association is run by volunteers to create events that bring the school children and their teachers and families together outside of the school curriculum, and in the process to raise money for enrichment of school life. |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | £50,000 net raised for the school |
| 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 | This is reviewed every half term. At the end of the year, £66,086 was raised with expenses of £17,730 and £21,198 donated to the school for activities. The remaining funds are held inthe bank. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We maintain a minimum of £5,000 in bank accounts. |
| Amount of reservesheld | Para 1.22 | £57,156 |
| Reasons for holding zero reserves |
Para 1.22 | n/a |
| Details of fund materially in deficit |
Para 1.24 | n/a |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | n/a |
Additional information (optional) You may choose to include further statements where relevant about:
| The charity’s principal | |
|---|---|
| sources of funds (including | Para 1.47 |
| any fundraising) | |
| Investment policy and | |
| objectives including any | Para 1.46 |
| social investment policy | |
| adopted | |
| A description of the principal | Para 1.46 |
| risks facing the charity | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Parent and Teacher Association Model 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 trustees |
Para 1.25 | Election at AGM |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures | |
|---|---|
| adopted for the induction and | Para 1.51 |
| training of trustees | |
| The charity’s organisational | |
| structure and any wider | Para 1.51 |
| network with which the | |
| charity works | |
| Relationship with any related | Para 1.51 |
| parties | |
| Other |
Reference and Administrative details
| Charity name | Fielding Primary School PTFA |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1036586 |
| Charity’s principal address | Wyndham Road Ealing London W13 9TE |
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 (ifany) |
|---|---|---|---|---|
| Nolan O’Connor | Chair | |||
| Charlotte Douglass | Treasurer | |||
| Emma Devlin | 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 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
Other optional information
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) CHARLOTTE DOUGLASS Position (eg Secretary, TREASURER Chair, etc) Date 26 June 2024
CHARITY COMMISSION FOR ENfjIAND AND WALES rharify 1me Fl¢l(ling Primary School PTFA IOJ6586 Receipts and payments accounts CC16a For th• p8rlod from Pp.Iiod siari dai 01109r2022 Peri()d tr,nu ef?ie 3110&t029 To Section A Receipts and payments Unrestrictsd funds Re$triGt¢d fundg to th• M•mt E Endowm8111 lund8 Total lund• L••¢ y•ar toth• n••rtt to th• n•ar••t£ toth• nearost £ toth• nMM•t£ A1 Rac•lpts Fundraising 8ank Inlere8t 65,784 302 ross nGom8 AR? 06,088 nv48 m•n I labl•l. Total r•¢elpts 06,088 A3 Paym•nt• Fundrfji$ino Co819 Expense8 MIx8d Equipment Kiichen Garden Bulk Funding Year 6 Leavers Events 2023 Year Group Bld5 Yèar 6 Leavers Events Prlor Year 15,779 570 1.381 2.500 15.280 368 3.000 50 Ib.779 570 1,381 Isoo 3,000 Sub total 31,920 31928 A4 A88•t and Inv••tment Sub total To¢•1 payments 38,928 Net of rnc•lpts/{payments) A5 Tronsfvrs between funds A6 Cash funds last y•ar •nd Cash funds this year end 57. CCXX R1 acunts ISSI 2810612024
Section B Statement of assets and liabilities at the end of the period Unrestricted funds Restricted funds to nèarfrAI e Endowment lund8 Categorles Detaols to nthv•st £ B1 Cash fund$ Bank Accounts 57,156 C•gh 496 Total c•sh funds 57.652 14fe2 balarKe8wllh rocwpls wym•rtf4 a¢9)Un8)I OK Unr••trbct•d funds to n••r•¥t£ OK OK Endowment funds lo n•ar••t£ R••tri¢t•d fund8 Dgtall8 to n•ar••t £ Fund towhlch Curr•nt wlu• Datlli Cmt Iop110Tr411 Fund lo whlch •¥•t b•lon D•tall• Co•t lopttonill Cuff•nt Yolu• B4 Assets r•taln•d for tho charlty4 own u4• Funsj io whl¢h Amount duo Wh•n du Det•i18 B5 Llabllltles sign by one or trustees on b8haM of all ihe Irusiees Dale gf Toval Signature Print Name CMAwLorrÉ L)Èbék£S CCXX R2 acmunts ISSI 2810612024
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examlnerfs report on the accounts Section A Independent Examiner's Report Report to the trust•esl mombors of ItrJ& SLrto Charlty no {If any) On accounts for the year anded si ku6VST 20 LL Set out on page8 I report to the truste8s on my examlnatbn of the accounts of thè above charity I'th8 Trusl'l for the year 8nded Rospon8lbllltl•8 and As the charfty trustees d the Trust, you arè responsible f the preparatic ba818 of réport of the accounts in a¢cordgnce with the requirements of the Charities Act 2011 l.tho Act.). I rèport in respect of my examinatbn of the Trust's accounts carrled out under sectlon 145 of the 2011 Act 8nd In c8rrying out my examlnallon, I have follow8d the apF41cable DirectSons glven by the Charity Commlssbn under sectlon 145(5)Ib) of the Act. I have completed my examlnatbn. I conflrm that no material matters have corn8 lo my attenllon (other than that disclosed b8lDW ') in connectlon wlth the eXamation whkh gFv8s me cause to bdleve that In, any material r8sp8Ct'. accounting records W8Te not kept in accordance wllh sectbn 130 of the Act or the accounts do not accc*d wlth the acccrtjntlng record8 Independent examlnerfs statement I havg no concerns and have com8 across no other matters In connectlon with the examination to which attenllon should b& drawn in order to enabla e proper understanding of the accounls lo be reached. . Please dglele th6 words In th8 br8ckets If th8y do not 8ppIy. Slgnod: Date.. Nam?.. Relevant professlonal quallflcatlon(s) or body 111 any}: Address: Section B Disclosurc Only complète if the examiner needs to highlight matters of concern (see CC32, Independent exarninatton of charity accounts.. directions and guidance for examiners). IER October 2018
Glve here brief dotaih of any Items that the examiner wishes to dlsclo80. IER Octobor 2018