## **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
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10
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15
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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|||| Grrynge Prlmnryschool StryfFrynd PryrentTerythws AMvrlDtlvn Ch4rltyNo. 1038715 Treasurer 5 REpart- S¢W Y*•r 2021-2022 ol-s￿￿11 ￿nk￿lante 24,41 01.5Epli 9J53 PIetF￿4￿ Z4,Y51 0ihthlhbtirtba￿) pddlrtsrnbènkltel&tedtoth15year .1 UJ>i P41dintDlfMm￿n￿¢wd3￿edto￿or￿￿ 17,155 1.265 i¥.v ￿¥￿tsFund￿S1￿￿TOt￿1 Y6Le￿￿e vi 3¥9 chri51tha5Gl￿1rtdC1iCktr5 Pppk5 PTA(W4lifvdCts￿51Tr￿yr) E¥temilE¥4ffjnErtprCh*tyknml551￿ullyi*il1wrt1￿dlyb rA￿l￿￿eS&¥P￿nsec￿5UnPre5￿ntÈd fjt4nse5thK￿-pfjlE¥teptI￿IFUndingTopup G*4rttySthtsts1.￿u*(jub fjT4nKe5thod-phDn1￿BDD Tts FUndinK4reedwlthPTAth￿lngtrIlye Fu￿dI￿A*r*td￿IthPTAth#IrtI*2lV*¥ F￿ndIngd6reedWithpTA&w1n8trIIye (￿mEleonGwdSmDtYeI￿￿￿ed (4M￿F￿r￿Btd Fund￿SIn￿riDtyet￿e(￿*¥Ed F￿￿din$sETÈÈd￿mhpTA￿rf1￿IIl1￿ ye F￿￿￿Ing￿TeedWIthPTA￿￿Ing21l￿Ve F￿ndIng￿reedwlthPTA￿￿In82l1￿Ve PTA*¥rJli￿CllK5￿￿9VIsUnpNs1ni￿1Thl￿￿￿rI PTA0WA￿nXCQ￿5£h¥ueSunpTe￿enle￿I￿I0rveA￿1 9.1