## **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** **----- Start of picture text -----**
SORP reference
**----- End of picture text -----**
|**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.| **----- Start of picture text -----**
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.
**----- End of picture text -----**
|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** **----- Start of picture text -----**
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
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
**----- End of picture text -----**
– 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 **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** ## **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