
## **Trustees’ Annual Report for the period** 

**From  1 Sept 2022    start date   To 31 Aug 2023     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<br>the charity as set out in its<br>governing document|Para 1.17|**To support and advance the education of**<br>**pupils of Grange Primary School, Ealing**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Main activities include:**<br>**- Raising funds for facilities and items for**<br>**the school and pupils**<br>**- Developing relationships between**<br>**school stakeholders**<br>**- Holding events that achieve both of the**<br>**above**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**The Charity Commission website has**<br>**been consulted with regards to any**<br>**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<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**The PTA ran various large and small**<br>**events throughout the year.  These raised**<br>**a large total with which to support the**<br>**school, and also promoted a sense of**<br>**school community.**<br>**The larger events were Festival of Light,**<br>**Christmas and Summer Fairs; smaller**<br>**playground sales of pre-loved uniform,**<br>**ice lollies and cakes / doughnuts.  Other**<br>**events included online raffles, non-**<br>**uniform days and sponsored running**<br>**events.**<br>**During the year we raised over £25,000**<br>**for the school. This enabled the purchase**<br>**of essential items for pupils such as**<br>**online reading schemes, maths**<br>**resources, support for school trips, as**<br>**well as funding for more calming and**<br>**environmentally friendly classroom**<br>**features, and inclusion materials.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

|Achievements against<br>objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|**Reviewed at a minimum of once per**<br>**school term.**|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**It is necessary to have some working**<br>**reserves available for fundraising.  Also,**<br>**due to the school having a different**<br>**financial year to the PTA, it can be useful**<br>**to have some funds available to support**<br>**the school at the start of the school year.**|
|Amount of reserves held|Para 1.22|**We aim to have working reserves of £5k**<br>**at all times.**|
|Reasons for holding zero<br>reserves|Para 1.22|**NA**|
|Details of fund materially in<br>deficit|Para 1.24|**NA**|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>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<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Parent Teacher Association Constitution**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**Unincorporated Association**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Elected in person at either an EGM or**<br>**AGM with relevant quorum present as**<br>**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<br>Association|
|---|---|
|Other name the charity uses|Grange PTA|
|Registered charity number|1038715|
|Charity’s principal address|C/O Grange Primary School<br>Church Gardens<br>Ealing<br>W5 4HN|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body)**<br>**entitled to appoint trustee (if any)**|
|---|---|---|---|---|
||Krystal Evans|Chair|01/10/22 – 31/05/2023|PTA members plus<br>established nominated<br>committee members|
||Tessa Moulton|Co-Treasurer|Full year|as above|
||Nataliya Solimchuk|Co-Treasurer|Full year|as above|
||Jenny Lovern|Co-Vice-Chair|Full year|as above|
||Zeynep Subasi|Co-Vice-Chair|Full year|as above|
||Nion Hazell|Trustee|Full year|as above|
||Janine Reesby|Trustee|Full year|as above|
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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 



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## **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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Tessa Moulton||
||<br>Treasurer||
||30/06/2024||
||30/06/2024||





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