2022-08-31-accounts

Trustees’ Annual Report for the period

From 1 Sept 2021 start date To 31 Aug 2022 end date

Charity name: Grange Primary School Staff and Parent Teachers Association Charity registration number: 1038715

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To support and advance the education of pupils of Grange Primary School, Ealing
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 include: - Raising funds for facilities and items for the school and pupils - Developing relationships between school stakeholders - Holding events that achieve both of the above
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 website has been consulted with regards to any queries

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	The PTA ran various large and small events throughout the year. These raised a large total with which to support the school, and also promoted a sense of school community which was particularly important post-Covid as newer parents especially had had very little chance to meet others. The larger events were Festival of Light, Christmas and Summer Fairs, with smaller playground sales of pre-loved uniform, ice lollies and cakes. Other events included online raffles, non- uniform days and sponsored running events. During the year we raised over £28,000 for the school. This enabled the purchase of essential items for pupils such as new books, online reading schemes and support for school trips, as well as funding the school for the rollout of a new values initiative, and post-Covid intervention resources.

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
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	Reviewed at a minimum of once per school term.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	It is necessary to have some working reserves available for fundraising. Also, due to the school having a different financial year to the PTA, it can be useful to have some funds available to support the school at the start of the school year.
Amount of reserves held	Para 1.22	We aim to have working reserves of £5k at all times.
Reasons for holding zero reserves	Para 1.22	NA
Details of fund materially in deficit	Para 1.24	NA
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	NA

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 Teacher Association 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	Elected in person at either an EGM or AGM with relevant quorum present as stipulated by our PTA constitution.

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	Grange Primary School Staff and Parent Teachers Association
Other name the charity uses	Grange PTA
Registered charity number	1038715
Charity’s principal address	C/O Grange Primary School Church Gardens Ealing W5 4HN

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)
	Helen Green	Chair	Full year	PTA members plus established nominated committee members
	Tessa Moulton	Treasurer	Full year	as above
	Jo Wiltshire	Vice-Chair	Full year	as above
	Monica Garau	Vice-Chair	Full year	as above

– 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

Trust8• n8m• Datas aetèd If not for wholè aar

Funds held as custodian trustees on behalf of others

Description of the assets NA held in this capacity Name and objects of the NA charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for NA 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) Position (eg Secretary, Chair, etc) Date	Electronically signed	Electronically signed	Electronically signed	Electronically signed
	Helen Green	Tessa Moulton	Jo Wiltshire	Monica Garau
	Chair	Treasurer	Vice Chair	Vice Chair
	22/09/2022
	22/09/2022

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