The Prince of Wales School Associa�on
Accounts and Annual Report September 2024 Year End 31[st] August 2024
The Prince of Wales School Associa�on Accounts & Annual Report September 2024 Charity Number: 1067766 Year End 31[st] August 2024
The Prince of Wales School Associa�on - Charity Register Number 1067766
ANNUAL REPORT AND ACCOUNTS - For the year ended 31st August 2024
CONTENT:
- Page 2 General Informa�on
- Page 3 Page 4 Treasure’s Report
- Page 5-6 Independent examiner's report
- Page 7-11 Form CC16 a - Receipts and Payments Accounts Page 12-21 Form TAR - Trustees’ Annual Report For The Period
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
General Informa�on:
Name of Charity: The Prince of Wales School Associa�on (POWSA)
Chairty Registra�on Number: 1067766
Registered Address: The Prince of Wales School Maiden Castle Road Dorchester Dorset DT1 2HH
Trustees: Chair: J. Hoffmann Vice Chair: E. Baker Secretary: V. Bailey Treasurer: - K. Jackson-Young FMAAT
Bank: NatWest Bank Dorchester Branch 49 South St Dorchester Dorset DT1 1DW
Independent Examiner: Paula King MAAT
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
The trustees present their report for the year ended 31st August 2024
## Objec�ves of the Charity:
staff, parents and others associated with the school Engaging in ac�vi�es or providing facili�es or equipment which support the school and advance the educa�on of the pupils.
##
Commission.
## CHAIR’S REPORT:
We are a group of parents who meet once a month to organise and host fundraising events for school. We work closely with the Head Teacher, Pre School Team Leader and other staff members of the School to determine what they would like us to raise money for, and then organise fun events for the children whilst also raising money to support and enhance the educa�on of every child at POW.
## Highlights of the Last Year:
How the PTA has Benefited Pupils: The money raised at this year’s events has enabled POWSA to support the Year 3/4 trip to the Cinema to watch Wonka, the Bank of Dreams and Nightmares visit, the Christmas pantomime by Treehouse Produc�ons, the BBQ for the Year 4 sleepover, new outdoor play equipment, Pre-School leavers puzzles, books for every class library, keepsakes for the King's Corona�on, a book for every child at the school hand delivered by Father Christmas POWSA have also provided funds towards the new Roundhouse and the new accessible Bird Hides.
Events: Autumnfest, Calligraphy Workshop, November Disco, Christmas Fayre, POW Bars, Father Christmas Le�ers, Poundbury Fayre, Happy Circus, Springfest, February Disco, Bingo, Wessex Music Fes�val, Lion’s Fest, Summer Fayre, Ice Lolly Sales, Last Day of Term BBQ, Second Hand Uniform Sales, Ceilidh Celebra�on
## Plans for the upcoming Year:
Aims: Raise money to con�nue suppor�ng and enhancing the educa�on of every child at POW.
Events: Autumnfest, Christmas Fayre, Father Christmas Le�ers, Poundbury Fayre, Easter Bingo, Springfest, Wessex Music Fes�val, Lion’s Fest, Summer Fayre (to include Colour Run), Second Hand Uniform Sale
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
Opening Balance Current Account: £ 15,719.18
Total income: £ 27,215.32
Total expenses: £ 14,444.24 Total purchases: £ 13,957.75 Closing Balance: £14,532.51
Opening Balance Reserves Account: £337.40 Interest Earnt: £4.93 Closing Balance Reserves Account: £342.33
BREAKDOWN OF FINANCES: INCOME: EXPENDITURE:
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Lottery £ 1,305.85 POW Events £ 14,444.24
Events £ 25,294.14 POW Official £ 13,897.76
Uniform £ 615.33 Official Non POW £ 59.99
Grants £ -
Interest £ 4.93
Total £ 27,220.25 Total £ 28,401.99
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The las�ng effects of the COVID-19 pandemic and the cost of living crisis has no doubt had an impact on our fund raising during the 2023/2024 academic year. Despite this we have had our most successful year to date where a large propor�on of the fundraising came from one main event “Happy Circus”. We have paid up to date pledges that have been owed to the school in regards to books purchased and also a large propor�on has been spent on the New Roundhouse situated in the school grounds.
events; to include Autumnfest, Springfest and the Summer Fayre.
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## INDEPENDENT EXAMINATION:
The charity's gross income has exceeded £25,000 and therefore an audit or independent examina�on of the accounts is required. As the gross income is less than £1 million an independent examina�on suffices the requirements of the Charity Commission.
Paula King will be independently examining the accounts for the Charity Commission Annual Returns.
I report on the accounts of The Prince of Wales School Associa�on for the year ended 31st August 2024.
## RESPECTIVE RESPONSIBILITIES OF TRUSTEES AND EXAMINER
The Charity's trustees are responsible for the prepara�on of the accounts. The Charity's trustees consider that an audit is not required for this year under sec�on 144(2) of the Chari�es Act 2011.
It is my responsibility to:
- Examine the accounts under s145 of the 2011 Act
- to follow the procedures laid down in the General Direc�ons given by the Charity Commission
(under s145(5)(b) and
* to state whether par�cular ma�ers have come to my a�en�on
## BASIS OF INDEPENDENT EXAMINER'S REPORT
My examina�on was carried out in accordance with the General Direc�ves given by the Charity Commission.
An examina�on includes a review of the accoun�ng records kept by the charity and the comparison of the accounts presented with those records. It also includes considera�on of any unusual items or disclosures in the accounts and seeking explana�ons from the trustees concerning any such ma�ers. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently I do not express an audit opinion on the view given by the accounts.
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Accounts and Annual Report Year End 31[st] August 2024
September 2024
## INDEPENDENT EXAMINER'S STATEMENT
(1) which gives me reasonable cause to believe that in any material respect the requirements
Date: 05/06/2025 Name: Paula King Address: 2 Romulus Close Dorchester Dorset DT1 2TH
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Accounts and Annual Report Year End 31[st] August 2024
September 2024
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The Prince of Wales School Association 1067766
Receipts and payments accounts CC16a
01/09/2023 31/08/2024
For the period
To
from
a
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## **Section A Receipts and payments**
||**Unrestricted**
**funds**||**Restricted**
**funds**|**Restricted**||**Endowment**
**funds**||**Total funds**||**Last year**||
|---|---|---|---|---|---|---|---|---|---|---|---|
||**to the nearest**
**£**|**to the nearest**|**to the nearest £**|**to the nearest £**||**to the nearest £**||**to the nearest £**||**to the nearest £**|**to the nearest £**|
|**A1 Receipts**||||||||||||
|LotteryIncome|**1,306**||**-**|**-**|**-**|**-**|**-**|**1,306**||**-**|**-**|
|Events|**25,294**||**-**|**-**|**-**|**-**|**-**|**25,294**||**-**|**-**|
|Uniform|**615**||**-**|**-**|**-**|**-**|**-**|**615**||**-**|**-**|
|Interest|**5**||**-**|**-**|**-**|**-**|**-**|**5**||**-**|**-**|
||**-**||**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|
||**-**||**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|
||**-**||**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|
||**-**||**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|**-**|
|**_Sub total_**_(Gross income for AR)_|**27,220**||**-**|**-**|**-**|**-**|**-**|**27,220**||**-**|**-**|
_**Sub total** (Gross income for AR)_
**A2 Asset and investment sales, (see table).**
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
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-
- - -
-
- - - -
-
Sub total - - - -
Total receipts 27,220 - - 27,220 -
A3 Payments
Events
- - -
14,444 14,444
School Expenditure
- - -
13,898 13,898
Non School Expenidure (Running Costs)
60 - - 60 -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total
28,402 - - 28,402 -
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|**A4 Asset and investment**
**purchases, (see table)**|**-**
**-**|**-**
**-**|**-**
**-**|**-**
**-**||
|---|---|---|---|---|---|
|||||||
||**-**|**-**|**-**|**-**||
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Accounts and Annual Report Year End 31[st] August 2024
September 2024
_**Sub total**_ **-** _**Total payments**_ ~~ee~~ **28,402 - - 28,402 -** _**Net of receipts/(payments)**_ **- 1,182 - - - 1,182 - A5 Transfers between funds - - - - - A6 Cash funds last year end 16,157 - - 16,157 -** _**Cash funds this year end**_ ~~===~~ **14,975 - -** ~~|=~~ **14,975** ~~|=~~ **Section B Statement of assets and liabilities at the end of the period** ~~6~~ **Unrestricted Restricted Endowment Categories Details funds funds funds to nearest £ to nearest £ to nearest £ B1 Cash funds** Current Account **14,533 - -** Reserve Account **342 - -** Cash Float **100 - -** _**Total cash funds**_ **-** ~~SSBEE~~ **14,975** (agree balances with receipts and payments account(s)) Agreement Error OK OK **Unrestricted Restricted Endowment funds funds funds Details to nearest £ to nearest £ to nearest £ B2 Other monetary assets - - - - - -** ~~———~~
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
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- - -
- - -
- - -
- - -
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**B3 Investment assets**
**B4 Assets retained for the charity’s own use**
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Fund to which Current value
Cost (optional)
Details asset belongs (optional)
- -
- -
- -
- -
- -
Fund to which Current value
Cost (optional)
Details asset belongs (optional)
- -
- -
- -
- -
- -
- -
- -
- -
- -
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **B5 Liabilities**
Signed by one or two trustees on behalf of all the trustees
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Fund to which Amount due When due
Details liability relates (optional) (optional)
-
-
-
-
-
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Date of approval
Signature Print Name
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Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **Trustees' Annual Report for the period**
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Period start date Period end date
From 01 09 2023 31 08 2024
To
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Charity name
POWSA
Other names charity is known by
Registered charity number (if any) 1067766
Charity's principal address Maiden Castle Road
Dorchester
Dorset
Postcode DT1 2HH
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## **Names of the charity trustees who manage the charity**
|**Trustee name**
**Office (if any)**
**Dates acted if not for whole year**
**appoint trustee (if any)**|**Trustee name**
**Office (if any)**
**Dates acted if not for whole year**
**appoint trustee (if any)**|**Trustee name**
**Office (if any)**
**Dates acted if not for whole year**
**appoint trustee (if any)**|**Trustee name**
**Office (if any)**
**Dates acted if not for whole year**
**appoint trustee (if any)**|
|---|---|---|---|
|Jacqui Hoffmann
Chair||||
|Emma Baker|Vice Chair|||
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
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3 Vikki Bailey Secretary
Kirsty Jackson-Young Treasurer
4
FMAAT
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## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
**Name Dates acted if not for whole year**
## **Names and addresses of advisers (Op�onal informa�on)**
**Name Address** Type of adviser
Sec�on B Structure, governance and management
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **Descrip�on of the charity’s trusts**
Parentkind Model Cons�tu�on Type of governing document (eg. trust deed, cons�tu�on) Associa�on How the charity is constituted (eg. trust, association, company) Trustees must be members of the associa�on and are elected by members of the Trustee selec�on methods Associa�on at the AGM. Trustees shall have the power to co-opt commi�ee (eg. appointed by, elected by) members/trustees at any �me, these do not need to be members of the associa�on. The number of co-opted commi�ee members/trustees must not be more than 50% of the total number of commi�ee members/trustees
## **Addi�onal governance issues (Op�onal informa�on)**
- Policies in place:
- You **may choose** to include addi�onal informa�on, where Code of Conduct, relevant, about: Model complaints procedure policy,
- policies and procedures adopted for the induc�on and training of Model conflict of interest policy, trustees; Model equal opportuni�es policy,
- the charity’s organisa�onal structure and any wider network Model expense policy, with which the charity works; Model risk assessment policy Model safeguarding policy,
- rela�onship with any related par�es; Model volunteering policy Social media policy template
- trustees’ considera�on of major risks and the system and procedures to manage them.
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **Sec�on C Objec�ves and ac�vi�es**
The object of the associa�on (the objects) is to enhance the educa�on of pupils in the school in par�cular by:
**Summary of the objects of the charity set out in its governing document**
associated with the school Engaging in ac�vi�es or providing facili�es or equipment which support the school and enhance the educa�on of the pupils.
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
We work with our school, parents, pupils and the local community to put on a range of events and ac�vi�es such as; fairs, discos, cra� ac�vi�es, sponsored events (colour run, Happy Circus), bingo events, raffles, second hand uniform sales, cake sales , ice lolly sales.
These help to raise funds, build the school community, and break down barriers. We use our funds to purchase a range of goods and services that help enhance the educa�on of pupils at our school such as books, equipment, educa�onal trips and training.
**Summary of the main ac�vi�es undertaken for the public benefit in rela�on to these objects (include within this sec�on the statutory declara�on that trustees have had regard to the guidance issued by the Charity Commission on public benefit)**
We have for example funded class reading books, outside equipment, a new Roundhouse and bird hides.
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **Addi�onal details of objec�ves and ac�vi�es (Op�onal informa�on)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related
- investment;
- contribu�on made by
- volunteers.
Sec�on D Achievements and performance
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
|**Summary of the main**
**achievements of the charity during**
**the year**|Highlights of the Last Year:
Autumnfest
Calligraphy Workshop
November Disco
Christmas Fayre
POW Bars
Father Christmas Le�ers
Poundbury Fayre
Happy Circus
Springfest
February Disco
Bingo
Wessex Music Fes�val
Lion’s Fest
Summer Fayre
Ice Lolly Sales
Last Day of Term BBQ
Second Hand Uniform Sales
Ceilidh Celebra�on|
|---|---|
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
Comple�ng the Roundhouse Project Year 4 Leavers/End of Year Big Screen Supported the Year 3/4 trip to the Cinema to watch Wonka Funded the Bank of Dreams and Nightmares visit, Funded the Christmas pantomime by Treehouse Produc�ons BBQ for the Year 4 sleepover New outdoor play equipment Pre-School leavers puzzles Books for every class library Keepsakes for the King's Corona�on A book for every child at the school hand delivered by Father Christmas Funded the new accessible Bird Hides
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The Prince of Wales School Associa�on
Accounts and Annual Report Year End 31[st] August 2024
September 2024
## **Sec�on E Financial review**
**Brief statement of the charity’s policy on reserves**
**Details of any funds materially in**
We keep £400 (£300 in Reserve Bank Account and £100 Cash Float in School) in reserve to ensure that we can put on one of annual Fair events. At the end of 2024 financial year we have £432.33 in reserves.
You **may choose** to include addi�onal informa�on, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
- how expenditure has supported the key objec�ves of the charity;
- investment policy and objec�ves including any ethical investment policy adopted.
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Accounts and Annual Report Year End 31[st] August 2024
September 2024
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Section F Other optional information
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**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
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Signature(s)
Kirsty Jackson-Young
Full name(s) Emma Baker
Vice Chair Treasurer
etc)
Date 05/06/2025
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