Trustees. Annual Report for the period Period S& dats Pgri&J end date From 31 Section A Reference and administration details Charity Four Oaks Schools Parent Teacher Assoo'ation Other namel ¢harlty l• known by Four Oaks Infants & Junior Schools Parents Teacher AssoalKIn Raglstored charlty nUMr {if any) 1075253 Charlty'8 prlnclpal •ddre•s Edge Hill Road Sutton COldfld Bimingham B74 4PA Nam0• of th• ch#rlty tru•tW8 manage th• ¢harlty Tru•ts• n•m• Dat•• aGt•d If notforwhol• wr OfflM111 any) Nam• of p•r8on lor body) gntitlgd Int trust•• Ifan Mark Watklns Danny Hughes Wendy Todd Robert McQulllan Laura Phillips Mark Benton vt8 Chalr To 13 Octobw 2021 Chair Treasurer To 13 October 2021 To 11 Juty 2022 To 11 Juty 2022 To 11 July 2022 To 11 Juty 2022 To 11 July 2022 To 13 Octobèr 2021 To 11 July 2022 From 13 October 2021 Loulsa Appleby Emity Wllli8mson Carol Sehvay Jennifer Johnston Bernard Hlll Sukhdip Sandhu Hol Occhipinti 10 11 12 13 14 15 18 17 18 19 Names of the trustees for tha charfty. If any. (for example. any custodlan trustee8) Name Dates acted If not for THIle oar TAR Marth 2012
Name8 and addres8e8 of advlsors (Opoonal informatlon) e of advlser Name Address Name chlof oxocullve or names of sonlor staff memljern (Opllon•l Inforniatlon) Section B Structure, overnance and mana ement DvcrfrAlon of tho charttys tru•ts Type of goveming document Con8ttutth adopled 22 April 1998 How th8 chaTrty is constituted An association &)nsisting of all parents andlor guardian8 of pupils attendSng the schools, fr*nds of the schools and all school staff. Tru8100 881octk)n method8 The charity'8 trustees are elected or re4lected annually at the PTA'S Annual General Meeting held in October ea¢h year Addltlonal aov•mance ISSU (Optlonal Irrforn?allon) You may ¢hoo•o to include additional infornthin. where relevant, aboLrt'. pollcle$ and procedure8 adopted for the induction and training of trustees: the charty's organisational structure and any wider network with whlch thg chaffty works., • lationshiP wlth any related partie$', trustees, consideration of major risks and the system and procedure8 to manage them. Section C Ob"ectives and activities The objed of the PTA is to advanco the education of pupils in the school Sumrnary of thg obJ•cts of tho charlty sot out In Its governlng document i) dov8lopiNJ more extended relalionshlps bthen th8 818ff. parents and others asKtiaied wilh the sthool, ill engage in acaNities whtch suppM the xhool and advance the ucation of pupils attending it. and ill) SUNKKt in the provisKJn of lI11•e$ ilems for education at the school TAR Marth 2012
During the year. the man activities of the PTA were: Christmas Ftye SurnTr Festival PTA Spring Ball Comedy Night Smarties Chall School Shth¥ School discx)s & pizza nights The PTA plan the above events as either f1, school pupils, or parents orientated events. Summary ol the maln act1v1t1 und•rtak•n for th• public beneflt in r•latlon to these obJo¢ts {Include wlthln th18 8o¢tion the 8tatutory declaratlon that trustoes havo had regard to the guldance 183ued by the Charlty Comml$$lon on publlc bon•fltl The profrt8 rai8ed from th66e events are donated to the vKhool to help fvnd variou8 facilittes or items for educational purposes a8 agreed with the Schcd5' He&J TeeT and Governing BrAty. The PTA a180 funds Year 6 Leavers. Bwks. The PTA also operates a"200 Club" to generat& add[knCa] funds. During the year 42.9% of preedS from the Club were returned to the purtM)8e of th• PT In plannwig the tIVitieS ts the year. the trustee8 of the charity have h& regard to the guNJance issued by the Charity ColSsion on public benefft and other key aspects of charrty kny. including their roles and respon3biljts.es as trustees of the charity. Addltlonal dolalh of obJ•ctlv•s and acllvltlo• (Optlon*l Infomi1On You may choo80 to include further slatements, where r818vant, about.. policy on grantmaking,. poIILy programme related investment; • contribution made ty volunteerb. TAR Marth 2012
Section D Achievements and performance The PTA continues to be strong and well supported with a very enthuskgStK dedicated team. Summary of the maln achlovomonts of tho charlty durlng the year The relaxation of c0vitl9 reStItIonS reLating to social interactions meant that many of the fundraising activit could resume this year. Work continued on the year 6 garden by parent volunteer8, staff and children and n(yw hosts a weew gardening club. where children grow and haNest their pyoduce to tske h¢)me or to be used in Ihe school The Smartie Challenge was w811 supported, gengr8ting £1,321 profft. Despite the lifting crf la1 reStrtiOns, to put people at ease, the ChristOS Fayre was held outslde for the first tlmè and was a great succe83, resulting in 8 profft of £2,342. Afler holding on8 very busy disGo, it was decaled that it was too th)n to be mixing large numbers of parents and children indoors and future Infant & Junior dis•$ were postponed for the remainder of tho s¢?01 year. Our onle plafform was kept up to dale for all event ticket sales, merchandise. donations from 8econd hand unrfom sales and 200 club annual tet$. Other evening events induded a Christmas Pyjam nlght, whlch generating a profrt of £781 and the Con* night in February 2022 delivered a wofrt of £1,268. Thls was the first indoor parents, event Since the beginning of the pandemic and was very popular. Oebble's DlnnetB coOkt)k was finalised and published, 8elling one hundred copies in thr88 week8. £555 profft. Outdoor 8eating benche8 for year 3 & 4 play 8rea were puhased as additH)nal actNty zone8 for chiklren who enjoy Ltyo and other cre8tNe activits'es at thtimg. The year 5 & 6 Sh1 in Wil génerated a profrt of £2,707 via ticket and programm& sales and bar $8les. The Sprfng Ball was weH supported vltth excellent donated prfzes from famil. local isineSSeS sponsors, making a wofft of £2.851. The Summer Feslr¥al was hugely popular and raised £4,227 profit. Amazon Smile and Easy Fundraising provhye regular donations al no cost to lamilie8. The 8chwl fund continues lo provlde a monthty Inrne which 18 helping to make a dlfference and goes toward providing the School wrth the neSsary fvnding for school teaching projects and themes. In total ts PTA donated £31,978 to the school during the year. This donation helped the school to SUL1d1s8 a vthole school theatre trip to see Peter Pan, fund Year 6 CGP revlsbn Ixx)ks and Year 6 leaver T-shirts, photO9raphs and BBQ, Bug Club, Receplion year chkS, various books and other resources Tr EYFS department was provlded with £10,000 for a signifi&qnt n0vatiOn over the summer break. ready foT the new intske in September 2022. The Year 6 garden was provided with landscaping materiab. TAR Marth 2012
Section E Financial review The PTA holds cash resep4es of £20,776 as at 31 August 2022. all of are unrestrrcted funds. The assouation holds sufficient funds in a non interest aring bank current account to meet liabilities as they beme payable. Surplus funds are deposrted in interest bearing bank accounts. Brief $tatsment of the charlty's pollcy on reserves Detslls of any funds materfally In deficlt Nol aprArAble Further Ilnanclal rgvl•w d•talls (Opllonal Informatlon) You may choosg to include addrtional infomiation. where relevant about.. the charity's principal sources of funds (including any fundraising)., how expendlture ha8 8UPPOrted the key obJth•s of the charty; investment policy and objectives including any ethical investmenl pol adopted. Section F Other optional information Section G Declaration The tru8tee8 d•clare Ihat ttw ha approved th• trust•M' r•ptyt •lx>v•. 81gned on behalf of tho charlty'• lJustee8 Slgnaturo($) Full name(s) Posltlon (gg socrotary. Chalr, Wendy TcJd Robert McQuillan Chair Treasurer 10 0(ober 2022 TAR March 2012
CHARITY COMMISSION FOR ENGiANO ANO WALES 1076283 Rocei tsand ments accounts CC16a For thg wlod 01-Sep21 To 31au?2 Section A Receipts and payments Unrestricte Restricted lund• fund# La•111 lh• M4N•tE ¥th•nw••tÉ trth• trtth• nfrar#t£ loth• n••r•#£ Endowment TOtsI lund# A1 Re¢ SummwF•dv 971 Shy Smlrth) Ch 8thoc4 N" h1• 319 2ooeiub 4•1 Sub totslfGross Income forAR) 21.1 Toi•l r•c•lpts Fundr Cts PTA W Cobti 172 712 10 Ji Enl•rt•nw F• ZW Ckjb Pth Lk•r In•ultrlt• 120 128 120 123 410 Sub lotsl 47A•6 A4 •81 and 1n¥trn•nt Sub tOl•l 47 471 34• 1433e AS T1•1•r5 b•t*•n fun A6 Ca•h fuwwjs laBt ywr frtKI C••h funds th1• y••r•nd 21.114 CCXX R1 xtourts (SSI 1011022
Section B Statement of assets and liabilities at the end of the period Unrestrictèd R•stn"cted Endowment funds to w•r•rt£ Crfltegori Try•r•rt£ Bl Ca¥h fund• Total cash fund 20. Unv•strtct•d R•thet•d Jnds funds rn•t£ Endowm•nt fundB D•tall8 Fund l)lh Detalls Pund B4 A•••ts r•taln•d fov th• chrfty'• own u Vlh•Trdu• BS Ll•bllltl•• Date ol ol•ll IN birtto Sfv3nabJrn Print Namè Tojd 10 Othber 2022 RO McQuilLan 10 OcbJb8r 2022 CCXX R2 ISS) 1W11W4022
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Four Oaks Schools Parent T8acher Association On a¢¢ounts for the yoar endod 31 August 2022 Charlty no (If any) 1075253 Sot out on pages Six & Seven I report to the trustees on my examination of the accounts of the above charity (Ihe Trust") for the year ended 31 August 2022. Raspon8lbllltlo8 and basls of rnport As the charitys trustees, you are responsible for the preparatlon of the accounts in accordance with the requirements of the Charities Act 2011 {Ihe A¢*). I report In respect of my examination of the Tru$t'$ accounts carried out under section 145 of th8 2011 Act and in carrying out my examinatlon, I have foll¢ed all the applicable Directions given by the Charity Commission undér section 1495Xbl of the Act. Independent I have completed my examination. I confirm that no material matters have oxamlner's statsment come to my att8ntion in conn8ction with the examination which gives me cause to belleve that In, any mater181 respect: the accounting records were not kept in accordance with section 130 of the Charities Act., or the accounls dld not accnrd with the accounting records. I have no concems and have o)me across no other matters In connectlon with the examination lo whlch attention should be drawn in this report In order to enable a proper underst8ndlng of the accounls lo be reached. Slgnod: Dat•: 10 October 2022 Name: ad Al-salihi Ralovant professlonal qualltlcatlon(s) or body {rf any): FCCA Addre. 457 Lichfield Road Sutton Coldfieid B74 4DJ IER Oct 2018
Section B Disclosure Onty complete rf the examiner needs to hvJhlighl material matters of conc*m (see CC32, Independent examination of charity ar££)unts.' diieGiions and guidance for examiners). Glvo horo brlof dotall8 01 any Items that the examlnor wlshas to dlsclose. N(rt Applicable IER Oct 2018