# **Trustees’ Annual Report for the period From Period start date To Period end date**
**Charity name: Coniston Primary HSA Charity registration number:1064969**
## **Objectives and Activities**
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SORP reference
Summary of the purposes Para 1.17 Advance the education of pupils in
of the charity as set out school and assist in provision of
in its governing facilitate education (not provided
document by LEA)
Summary of the main Para 1.17 and Fundraising events:Summer fair,
1.19
activities in relation to BINGO
those purposes for the Community events:marshalling
public benefit, in K2B, Coniston 14
particular, the activities, Grant applications for longer
projects or services projects such as building works,
identified in the developments
accounts.
Statement confirming Para 1.18
whether the trustees
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 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**
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SORP reference
EYFS provision/transition
Outdoor learning. Transistion link
with toddlers and childcare
Summary of the main Summer fairs-community links
Para 1.20
achievements of the Books for library community link
charity, identifying the Trips-supporting local amenities
difference the charity’s and wider community
work has made to the National trust visits
circumstances of its Outdoor education- Tower wood
beneficiaries and any and Manchester
wider benefits to society
as a whole.
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## **Additional information (optional)**
You may choose to include further statements where relevant about:
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Achievements against Para 1.41
objectives set
Performance of
fundraising activities Para 1.41
against objectives set
Investment performance Para 1.41
against objectives
Other
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## **Financial Review**
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Review of the charity’s Para 1.21
financial position at the
end of the period
Statement explaining the Para 1.22 For outdoor classroom project
policy for holding Large fundraiser to be achieved
reserves stating why they over 3 years
are held
Amount of reserves held Para 1.22
Reasons for holding zero Para 1.22 NA
reserves
Details of fund materially Para 1.24 NA
in deficit
Explanation of any Para 1.23 None
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:
The charity’s principal sources of funds Para 1.47 (including any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the Para 1.46 principal risks facing the charity Other
## **Structure, Governance and Management**
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Description of charity’s
trusts:
Type of governing Para 1.25
document
(trust deed, royal
charter)
How is the charity Para 1.25 Unicorporated association
constituted?
(e.g unincorporated
association, CIO)
Trustee selection Para 1.25 Annual AGM. Voting in place with
methods including details chair and trustees present.
of any constitutional Members invited by email
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:
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Policies and procedures
adopted for the induction Para 1.51
and training of trustees
The charity’s
organisational structure Para 1.51
and any wider network
with which the charity
works
Relationship with any Para 1.51
related parties
Other
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## **Reference and Administrative details**
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Charity name Coniston C Of E Primary School Home School
Association
Other name the charity HSA
uses
Registered charity 1064969
number
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Charity’s principal Shepherds Bridge Lane
address CONISTON
LA21 8AL
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## **Names of the charity trustees who manage the charity**
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Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Netty Beaumont Chair Sept 2022
2 Sue Walker Vice Chair Sept 2022
3 Lucy Wilson Secretary Sept 2021
4 Katie Dawson Treasurer Sept 2018
5 Sara Durrant Treasurer Sept 2022
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**
Name of trustees holding title to property belonging to the charity
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Trustee name Dates acted if not for whole
year
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**Funds held as custodian trustees on behalf of others**
Description of the assets 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 trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)**
**Full name(s)**
**Position (eg Secretary, Chair, etc)**
**Date**