2024-07-31-accounts

Trustees’ Annual Report for the period

From 01/08/2023 Period start date To 31/07/2024 Period end date Charity name: ALEXANDRA SCHOOL PARENT STAFF ASSOCIATION

Charity registration number: 1047494

Objectives and Activities

Objectives and Activities	Objectives and Activities	Objectives and Activities
SORP reference
Summary of the purposes of the charity as set out in its governing document Para 1.17 Summary of the purposes of the charity as set out in its governing document: The purpose of the Alexandra Infant School Parent Staff Association (PSA) is to advance the education of the pupils attending the school. This is achieved by: -Fostering closer relationships among staff, parents/guardians, governors, and others associated with the school. -Supporting the school through various activities that benefit the pupils’ education. -Providing and assisting with educational resources and facilities not covered by statutory funds.
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 The PSA organises events and fundraising initiatives that provide additional educational opportunities and experiences for the children, such as trips, workshops, and the purchase of equipment. All activities are undertaken with the goal of enhancing the educational experience of pupils beyond the core curriculum.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees confirm that they have had due regard to the Charity Commission’s guidance on public benefit when planning and reviewing the PSA’s activities.

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	Para 1.38
including program related
investment

Para 1.38 Contribution made by volunteers Other

Achievements and Performance

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SORP reference
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Achievements and Performance	Achievements and Performance	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	Over the past year, the PSA: Successfully organised several events, including seasonal fairs, bake sales, and raffles. Funded learning materials, playground equipment, and enrichment activities. Strengthened community engagement and enhanced the school environment through parent-staff collaboration.

Additional information (optional) You may choose to include further statements where relevant about: Achievements against Para 1.41 objectives set

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	The charity remains in a healthy financial position, with sufficient funds to support planned activities for the upcoming academic year.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The PSA maintains a modest reserve to cover committed expenditures and ensure operational continuity. The exact amount is determined annually based on planned projects and risk assessments.
Amount of reserves held	Para 1.22	£3,000
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 any fundraising)	Para 1.47	Principal sources of income include event fundraising, donations, and sponsorships from the local community.
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution dated 27 April 2001 with an addendum approved on 27 June 2023.
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	The charity is an 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	Officers and Committee members are elected annually at the Annual General Meeting. Additional members may be co- opted during the year as needed.

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Additional information (optional)
You may choose to include further statements where relevant about:
New committee members are briefed by
existing members and provided with access
Policies and procedures to the constitution, role descriptions, and
adopted for the induction and Para 1.51 relevant documentation.
training of trustees
The PSA is led by a core committee
consisting of a Chairperson, Treasurer,
The charity’s organisational Communications Manager, and the school’s
structure and any wider Para 1.51 Headteacher as Representative. It works
network with which the closely with school staff and parents.
charity works
The PSA works in direct collaboration with
Alexandra Primary School staff and
Relationship with any related Para 1.51 governing body to align activities with school
parties priorities.
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Policies and procedures adopted for the induction and training of trustees	Para 1.51	New committee members are briefed by existing members and provided with access to the constitution, role descriptions, and relevant documentation.
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	The PSA is led by a core committee consisting of a Chairperson, Treasurer, Communications Manager, and the school’s Headteacher as Representative. It works closely with school staff and parents.
Relationship with any related parties	Para 1.51	The PSA works in direct collaboration with Alexandra Primary School staff and governing body to align activities with school priorities.
Other

Reference and Administrative details

Charity name Other name the charity uses Registered charity number Charity’s principal address

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Catherine West Chair
2 Olly Taylor-Medhurst Treasurer
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– Corporate trustees names of the directors at the date the report was approved

Director name

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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 N/A 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

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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 irustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Olly Taylor-medhurst Treasurer Date 2210512025

CHARITY COMMISSION FOR ENGLAND AND WALES Recei tsand ments accounts CC16a For the period from uiiubi2u? J tsiiUii2U24 To Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Totsl funds Last year to th& nearest to the nearest £ to the nearest £ to the ne8￿$t £ to the ne#￿¥t £ A1 Recel Donations Other Trading Activities 13.556 15.109 13.556 15,109 6.037 15,989 ross income or AR) 28.665 28,£65 22,026 sset an see table . Investment sa tota 28.665 28,665 22. A3Pa ments Raising Funds Charitable Activities 4,562 19,061 4,562 19,061 3,024 11,804 Sub total 23,623 23.623 14P28 A4 Asset and investment Sub total 23.623 23,623 14.828 Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end 5.042 5,042 7,198 52.707 57,749 45.509 52.707 57.749 CCXX R1 accounts ISSI 2210512025

Section B Statement of assets and liabilities at the end of the period Unrestricted funds to nearest £ Restricted funds to nèarest £ EndO￿Thent funds to nèarnst £ Categories Details B1 Cash funds Lloyds Bank Account 57,749 Total cash funds 57,749 (agree balanceswith te¢eitxs and payments atcount(sii Unrestricted funds to t￿artr$t£ Restricted funds to noarest £ Endowment funds to nearest £ Details B2 Other monetary assets Fund to vthich asset belo Current value tional Detalls Cost {opt40nal) B3 Investment assets Fund to which asset belon Details Cost (optional) Current valuè tional B4 Assets retained for the charity's own use ni- Fund to whlch relates Amount due Èonal When due Details B5 Llabilities Signed by one or fwo trustees on IkhaW of all th8 tfustees Si9nature Print Name Dale of roval OTa or-medhurst 0710512025 CCXX R2 accounts {SSI 2210512025

CHARITY COM.M!SS!ON FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of ALEXANDFIA SCHOOL PARENT STAFF ASSOCIATION On accounts for the year ended 3110712024 Charity no (if any) 1047494 Set out on pages I report to the trustees on my examination of the accounts of the above charity ('Ihe Trust") for the year ended 31107 12024. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirements of the Charities 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 followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below ") in connection with the examination which gives me cause to believe that in. any material respect" accounting records were not kept in accordan￿ with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets rf they do not apply. Signed: Date: Name: Relevant professional qualification{s) or body (if any): Address: IER October 2018

Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018