## **Trustees’ Annual Report for the period** **From 01/09/ Period start date To 31/08/22 Period / 0end date** **Charity name: Marian Vian Parent Teachers Association** ## **Charity registration number: 1056792** ## **Objectives and Activities** **----- Start of picture text -----**
SORP reference
Summary of the Para 1.17 Marian Vian Parent Teachers
purposes of the charity Association is a Registered Charity
as set out in its 1056792, governed by a constitution
governing document which outlines our purpose:
“The object of the association (the
objects) is to advance the education
of pupils in the school in particular by:
2.1 Developing effective relationships
between the staff, parents and others
associated with the school
2.2 Engaging in activities or providing
facilities or equipment which support
the school and advance the education
of the pupils.
Summary of the main Para 1.17 and We delivered 68 fundraising events
1.19
activities in relation to and activities including Summer,
those purposes for the Easter & Christmas Fairs, a Colour
public benefit, in Run, Disco Circus, Quiz Night,
particular, the activities, Twosday and sales of ice creams, tea
projects or services towels doughnuts amongst other
identified in the things.
accounts.
Statement confirming Para 1.18 We benefited the school in line with
whether the trustees our objectives.
have had regard to the
guidance issued by the
Charity Commission on
public benefit
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## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference **N/A** Para 1.38 Policy on grant making **N/A** Para 1.38 Policy on social investment including program related investment **N/A** Para 1.38 Contribution made by volunteers **N/A** Other ## **Achievements and Performance** **----- Start of picture text -----**
SORP
referenc
e
We funded the following for our school:
Pledges
Adventure Playground
Summary of
Para Portable Piano
the main 1.20
achievements Year 6 First Aid Course
of the charity, KS1 Wooden Boat Replacement
identifying
Outdoor Construction Playground equipment
the difference
EYFS Outdoor Equipment/Mud Kitchen
the charity’s
work has Girl’s Football Kit
made to the Nature Room Development & Bird Watching
circumstance Equipment
s of its Tools for woodwork/building/Design &
beneficiaries
Technology
and any
Cinderella Virtual Panto
wider
benefits to Year 6 Sats Breakfast
society as a Twosday class prize
whole.
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## **Additional information (optional)** You may choose to include further statements where relevant about: We achieved our objectives. Achievements against Para 1.41 Achievements include: objectives set • Succeeded in raising enough to complete our Adventure Playground Project before the end of the school year • Helped our school celebrate it’s 90[th] Birthday • Implemented and embedded use of PTA Events online info/booking tool • Gained eligibility for Gift Aid **----- Start of picture text -----**
• Created a Just Giving Account
and set up Gift Aid auto-claim
• Launched Your School Lottery
• Selected as a chosen charity for
the CO-OP Community Fund
• New signatories added to bank
a/c (to help reduce timeframe
for getting cheques drawn up
etc.)
• Applied for a Business Bank a/c
so as to enable online
statement access and card
payments
• Agreed a revised Reserve
Account requirement
• Introduced Sum Up and Bought
5 Card Readers-enabling
acceptability of card and cash
• Trialled Tokens at Summer Fair
• Invested in Storage Boxes, 10
Gazebos, a Wheel of Fortune
and Racing game
• Organised PTA Room
• Received fantastic feedback
from our school community
We exceeded our objective- making
sufficient funds to pay for a new
Performance of Adventure Playground without having
fundraising activities Para 1.41 to use any reserves
against objectives set
N/A
Investment performance Para 1.41
against objectives
N/A
Other
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## **Financial Review** **----- Start of picture text -----**
Review of the charity’s Para 1.21 Expenditure has outweighed income
financial position at the but the accounts remain is a positive
end of the period position due to the long cash held at
bank.
Statement explaining Para 1.22 We hold an operating reserve of
the policy for holding £11,300 so that we have sufficient
reserves stating why funds to operate our primary
they are held fundraising events: Summer Easter
and Xmas Fairs.
Amount of reserves held Para 1.22 £11,300
Reasons for holding zero Para 1.22 N/A
reserves
Details of fund materially Para 1.24 N/A
in deficit
Explanation of any Para 1.23 N/A
uncertainties about the
charity continuing as a
going concern
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## **Additional information (optional)** You may choose to include further statements where relevant about: **----- Start of picture text -----**
We delivered 68 fundraising events
and activities including Summer,
The charity’s principal Easter & Christmas Fairs, a Colour
sources of funds Para 1.47 Run, Disco, Circus, Quiz Night,
(including any Twosday and sales of ice creams, tea
fundraising) towels doughnuts amongst other
events.
N/A
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
Principle risk is that financial outlays
for events are not recouped e.g due
A description of the Para 1.46 to unforeseen circumstances such a a
principal risks facing the COVID lockdown events are cancelled.
charity
N/A
Other
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## **Structure, Governance and Management** **----- Start of picture text -----**
Description of charity’s
trusts:
Type of governing Para 1.25 Constitution
document
(trust deed, royal
charter)
How is the charity Para 1.25 Association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Elected by membership
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
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Additional information (optional)
You may choose to include further statements where relevant about:
N/A
Policies and procedures
adopted for the Para 1.51
induction and training of
trustees
The role of our committee is to raise
funds for our school and vote on how
The charity’s this money is spent. Committee
organisational structure Para 1.51 Meetings are held every half term and
and any wider network our Head Teacher attends and
with which the charity provides a wish list that has been
works communicated to him by teachers,
pupils and staff. The Committee
Members may also make suggestions.
The Committee votes on this wish list
and every decision is made by a
simple majority of the votes cast at a
quorate committee meeting.
Our Committee members typically
take ownership of an area of
fundraising or an event which they
project manage and obtain help from
other members and volunteers.
N/A
Relationship with any Para 1.51
related parties
N/A
Other
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## **Reference and Administrative details** **----- Start of picture text -----**
Charity name Marian Vian Parent Teachers Association
Other name the charity MVPTA
uses
Registered charity 1059792
number
Charity’s principal Marian Vian School
address Shirley Crescent
Beckenham
BR3 4AZ
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## **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Tina Luckhurst Chair
2 Sarah Bramwell Vice Chair
3 Steven Dunn Treasurer
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## Corporate trustees – names of the directors at the date the report was approved **Director name N/A** Name of trustees holding title to property belonging to the charity **----- Start of picture text -----**
Trustee name Dates acted if not for
whole year
N/A
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## **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 N/A** ## **Name of chief executive or names of senior staff members (Optional information)** N/A ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details **N/A** **Other optional information** **N/A** MARIAN VIAN PRIMARY SCHOOL PARENT TEACHERS ASSOCIATION Registered Charity No. 1056792 RECEIPTS AND PAYMENT ACCOUNT FOR THE PERIOD 1st SEPTEMBER 2020- 31st AUGUST 2021 Chairperson Kelly Naidu Co Chair Christina Luckhurst ..IDlIl Treasurer Anthony Carey 141,. It( AUDITORS STATEMENT We report that we have examined the accounts, vouchers and record of the PTA and we are of the opinion that this account corredly records the transactions of the association for the period 1st September 2019 to 31st August 2020. kl l Hcm&(3NJ Hon. Auditor Hon. Auditor Omofnrrym LThoo ¢YJ rrJucQ0￿￿ CsOC*4>OC*aLriOOQQtsQ¢J 000 thoooo(00 ootyr*OC•¢y*N¢S0NOO￿￿th mNuiooooo Oin￿1￿00r%￿looft4￿otr￿ rwiDOOOOtiiO ot71￿*1￿1￿￿￿YIO￿trSCOO￿CQ. C•￿, 4IOLn¢J 00,? &gg8 c c J a ? o o o o cty v U U (£u) £ E E E E E E E E ULuinocviZ OuuttJZo)_CLtnZ￿z￿0L￿lOl IOOOOOOOthOIDI OOOOOOOOChOtyip4 mmoooooothotrio iJ