CHARITY COMMISSION FOR ENGIAND AND WALES Trustees, Annual Report for the period From 1 Sept 2024 Parlod end dat• P•rlod start dat• To 31 August 2025 Charlty name: F5eldlng Prfmary School PTFA Charlty reglstratlon number: 1036586 Objectives and Activities Summary of the purposes of the charfty as set out In Its goveming document Parn 1.17 To advance the educatlon of the puplls In tho school by a) Ralslng funds and b) Developing rolationshlps In the School communl Fundralslng acllvltles Includlng Summer and wlnter falrs alongslde regular ovents Includlng cakos sales, seeond hand unlforni Summary ofthe main acts'vities in relation to thos8 purp088s for tha publlc benefit, in particular, Ihe activities, projects or seThlces identified in the accounts. Statement confirming whether the trustees have had regard to the guidance Issued by the Charity Commlsslon on publlc benefit Pwa 1.17wd p1.18 We, the trusteos, have consldered th• guldance. Namoly that our events and fvnds go lowards provldlng a bènefit lo the Fleldlng Prlmary School communlty and occur In a gonerally publlc mannar. Addltlonal Inforniatlon (optlonal) You ma choose lo include further statements Whe relevant aljout: SORP reltrw Pwa 1.38 Policy on grant making Para 1.30 Policy on social investrnent induding program related investment Pwa 1.3B Contribution mad8 by volunteers Other
Achievements and Perforniance The Summer Fair and Chrlstmas Falr wore tho main activities an each raised over £10.1)00 In net profits for the charlty. Summary ofthe maln achievements of the charity. identifying the differenc8 the charity's work has made to the circumstances of its b8neficiaries and any wider benefits to society as a whole. Pwa 1.20 U$lng thls and many other actlvltles, wo wère able to provlde Fleldlng Prlmary School with over £20,000 In fundlng for the kltchèn garden, for Afrl¢an drummlngi for Toplcs boxes that are provlded for each ¢la$8 several times a year, for school trlps for each year. Surplus was hold In our bank account In anllclpatlon of blds from the s¢hool In the foll¢)wlng yoar. Addltlonal Inforniatlon (Qpllonal) You ma choose to indude lurther ststements where relevant about: Achievements agalnst objecty'ves set Pora 1.41 Perfomiance of fundraising adivities against obj'ectives set Para 1.41 Investmenl performanc* against objedives P•r8 1.41 Other
Financlal Review Rewew of the charty's financial posilion at the end of the eriod Statement explaining the policy for holding r6serv8s statin wh the are held Amount of reserves held Para 121 The charity bank accounts were £31k botter off than at the start of the flnanclal riod. We hold a mlnlmum of £5.000 reserve In the bank accounts to cover any re uirements. £5,000 mlnlmum. £60,000 at end of financial riod. Parn 1.22 Para 1.22 Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a going concem Pwa 1.22 P¥v• 1.24 Parn 1.23 Addltlonal Inforn)atlon (optlonal) You ma choose to include further ststements where relevant aboul.. The charlty's principal sources of funds (Indudlng any fundraising) P8n 1.47 Investment pollcy and objectives including any social investment policy adopted Pw¥ 1.48 A descriplion of the prindpal rlsks facing the chanty Pw• 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of gov8ming document P*a 125 Parent and tsacher association model constltutlon Unincorporated association How is the charity constltuted? Parn125 Trustèe selection methods Including delails of any nstitutlonal provisions e.g. ection to post or name of any person or body entitled to appoint one or more trustees Para t25 Elected at AGM Addltlon•l Infomiatlon (optlonal) You ma choose to include further ststements where relevant about: Pollcles and procedures adopled for the induction and training of trustees Para 1.31 The charity's organlsational structure and any wider network with which the charity work8 Parn I1 Relationshlp wlth 8ny r81ated parties Parn lJ1 Other Reference and Admlnlstratlve detalls Chari name Other name the chari uses istered chari number Charity's principal address
Names of the charlty trustees who manage the charty Trust•• nam• Offlc• or any) Dats8 act•d not ft N•m• of pwson lor body) •rrtlll•d to appolnt trust•• Ilf ny) Conor Lyn• Appolntsd 2 Ortobor 2023 Ju•tin Rodgor Trt•• Appolnted 2 Fel)nwry 2025 Nolan O'connor Appolnt4d 2 Orfobw 2017 10 11 12 13 14 15 16 17 19 20 Cor rate trustees- names of the directors at the date the re Dlrector nam• rtW8S8 roved Name of tTUStees holding title to property belonging to the charity Trusts• n•m• •r
Funds held as custodian trustees on behalf of others Description of the assets hekl in this capacty Name and objects of the charlty on whose behalf the assets are held and how this falls within the custodian charity's objects Detsils of arrangements for safè ¢ustody and segregatlon of such assels from the charity's own assets Addltlonal Inforrnatlon (optlonal) Nam•s and addr•88•8 of advl8•rn1Optlonal Inforniallon) Trpo of Namo Addro advlser Name of chlof exocutlv• or namos of Mnlor •taff mombors (Optlonal Inforniatlon) Exemptlons from dlsclosure Reason for non-disclosure of ke rsonnel detsils Other o tlonal Information
Declarations The trustoos de¢lare that they hav¢ approvéd the trustees. report abovg. Slgnod on behalf of the charws trustees Slgnature(s) Full nam•{s} co1 LYN Posltlon (e9 S•¢retary, Chalr, etc) CO-CFIAIQ Date E&
CHARITY COMMIS510N FOR ENGLAND ANO WALES eldlrvj Prfrnary School PTFA Receipts and payments accounts CC16a For thB wl¢xl from To 31-A -2025 Section A Receipts and payments Unr•strfctod funds Totsl fund• La•t y• th• rnw••t to th• n••mt E A1 R•c•lpts Fundrnising Bank nreSt ARP Don8ban 74A11 74.411 Sub total(Gmss Income forAR) A2 As••t and In¥•stm•nt 4•1•8. tabl• . 74901 7WI Sub tota 7JMQ1 A3 Pym•nts FuThJral8lw Co8ts Admin Exp•no Equlpm•nt Bulk Fundlng EdUc0brA Towc Box•• Schod Ttlp• Year 6 LeaverB Evenl 2024 Adnln E 14217 17 15,C 1.428 127 117 Sub tot• A4 A•••t and InvMtm•nl urcha tsbl• Sub tot• ¥oJ• Not of recelptsl{paym•nts) A5 Tr•n•lern b•tw••n fund• AO Ca•h fund• la•t y••r •nd C•*h fvnds thls yw 31J42 29,339 681 29JJg Section B Statement of assets and liabilities at the end of the period UnTe5trlcted Restrict¢d funds fund• Endowment fund$ tI>llTtIt e B1 Cash fund• 59,114 1.497 Total ca$h funds 60.681 s}) Unr•strIC Rtrk1•d fvnds End¢)wm?nt fvnds lund8 CCXX R1 accounts ISS) $11712026
t•M•r•Bt£ 82 Oth•r monotary as••ts Fuhd i•thbch u••t CuFr•ntv•lu• DetJllJ CoBt lopdon•l) B3 Inv••tm•nt ai••ts *AehM••t B4 A•••ts r•taln•d for th• harlty'l own u Detall¥ B5 Ll•bllltl SkdnBd by on• or tru8tw• w t•W of all the tru8te Print Nomg Date of approval CCXX R2 accounts ISS) 5117f2026
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report R•port to tho trustsos Fielding Primary School PTFA On accounts for the year •nd•d 31 August 2025 Charity no (If any) 1036586 S•t out on pag•8 l port to the trustees on my examination of the accounts of the above chanty (Ihe Trust.) for the year ended R••ponJlbllftlM and ba818 of report As the charity's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charitie8 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 foll0vd all the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. Indopendent l am qualtfied to undertake the examinab'on by being a qualffied member of examlnerfs Statement ICAEW. I have completed my examination. I confimi that no material matters have come to my attention in connection wlth the examination (other than that disclosed below") which gpie8 me cause to believe that in, any material respect.. the accountiThJ records were not kept in accordance with Section 130 of the Charities knt: or the accounts dKJ not accord wrth the accotjnting records., or the accounts dKI not Comply wtth the applicable requirements conceming the fom and Content of a¢¢ounts set out in the Charitie8 (Account8 and Reports) Regulations 2008 other than any requirement that the accounts give a Irue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come atxoss no other matter8 in connectlon 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 InIS in the br8ckets rfthey do not apply. Slgned: Date: 28/06 /z0£6 Nam•: Relevant profes8lonal quallflcatlonls) or body (rf any): IER Oct 2018
Address: l HFle Section B Disclosure Only complete if the examiner needs to highlvJht material matters of concern (see CC32, Independent examination of charty accounts.. directions and guidance for examiners). Glve h•re brlef detalls of any Itèms that tho examinar wl$hes to dlsclose. IER Oct 2018