Trustees. Annual Report for the period
Period start date
peri￿ end date
From
Seplon*w 2023 To
31
Section A
Reference and administration details
Charlty namo
Four Oaks Prim*y School Parènt Teacher and Friends
Associab'on
Other namw charlty Is known by
R•gl8tsrgd charlty number (If any
1075253
Charftys prlnclpal addrn••
Edge Hlll Road
Sutton Coldfield
Bimiingham
Postcode
B74 4PA
Narn￿ of th• charlty tr￿t￿$ who manag• th• charfty
Oat•8 •cknd ff not lorwhol•
Tnwt•• nam•
Offl¢•111 any)
Ch81r
Vice Chair
Transition
Planner
Treasurer
Secretary
N•m• ol p•r•on {or boty) •ndtl•d
olnt tru•ts•
Wendy Todd
Adnan Siddiqui
Jonathan Hicknian
From 16 October 2023
Robert McQulll8n
Holly Occhipinti
10
11
12
13
14
15
16
17
18
Names of the tru•tso8 lor tho Charlty. 11 any, (for example. any cu•todlan t￿￿t0¢S)
Nam•
Date8 acted If not for vthole
ear
TAR
rth 2012

Nam￿ arml addreue• of •dvl•er• (Optlonal Infomwtlon)
of advlser
Name
Address
Name ol chlgf ox•cutlv• or namel of sonlor stsff mombern {Opllonal Inforn)atlon)
Section B
Structure,
overnance and mana
ement
D••crfpllon of tho charlty'• trusts
Type of goveming document
oe
Con811tution adopted 22 Aprll 1998, 88 amended on 17 Juty 2023
How the charity 18 con8lftut8d
An association con818tltvJ of the parents, 9uardlan• or cgrers of any pupil eurrently
attendlng the school, teaching and non•teaching 8tsff currenlly employed by the
school, and any person over the age of 18 wi8hing to offer appropriate 8UPPOrt or
hel lo the 8chool and who18 a
ed b the commlttee as a member.
TnJ8tee 8818ction methods
le9 appol
The chaws trustees are elected or re-eleLXed annually 81 the Annual
General Meeting held in the autumn of each year
Addltlonal gov•manc• l•Jue• (Optlonal Infomiatlon)
You may choose lo include
additi'onal information, where
relevant, about;
FX)licie8 and Vocedu￿8
adopted for the induction and
training of tru8teo8;
the charlty's organlsatlonal
structure and any wider
network with which the charity
work8;
relati￿ShiP with any related
parties:
tru8tee8' consideration of
major ri3ks and the System
and procedure8 lo manage
them.
Section C
Ob"ectives and activities
The object of the a880ciation 18 to advance the edu¢Xtion of pupi18 in thè
school In particular by;
Developing effective relationships belweon Ihe 8taff, parents and
others a&80¢iated wrth the school,
Engaging in activitie8 or providing faclllties or equipment which
support the school and advance the education of the pupils.
Summary ol the objects of th•
charlty set out In Its
governlng docum•nt
TAR
March 2012

During the year, the main activities undertaken by Four Oaks Primary
School Parent Teacher and Friends Assooation {'PTFA°) were:
Christmas Fayre
Summef Fayre
Spring Ball
School Show
Comedy Nuht
sMa￿'es Challenge
School discos & pizza nlghts
R8ad8thon
Summary of the maln
actlvltles undèrtaken for th•
publlc beneflt In relation to
these objects Ilnclude wlthln
th18 Secllon th• Statutory
d•claratlon that tru8tee8 have
had rogard to th• guldanc•
IsBuqd by the Charlty
Commljslon on publlc
benefft
The PTFA plan Ihe above events as elther famlly, schcKA pupils, or parent
orlentated events.
The profrts raised from these events are donated to the sthool to help
fund various facilities or items for educational purpo808 a8 agr88d with I
the School'8 Head Teacher and Governing Body.
In planning the activrtie8 for the year, the tru8tee8 of the chaiity have had
regard to the guKlan¢e issued by the Charty Commi8sion on public
benefrt and olher key aspects of charty law, Inthdlng thelr roles and
responsibilities as Iru8tee8 of the chafty.
Addlllonal detsll• ol objectlves and ac1lv1tl￿ (Optlonal Infonnatlon)
Y(w may choo8e to include
further statements, where
rolevant, al)oul;
policy on grantmaking;
poli6y programme related
investrront,.
contribution made by
volunteers.
TAR
Mar(* 2012

Section D
Achievements and performance
The PTFA Continues to be strong and well supported wilh a very
enthusiastsc and ded￿ated committee and membership.
Summary of the maln
achlevement8 of th• charlty
durlw tho year
The Infant and Junior School disc08 and pizza nights continue to wove
very popular wfth the pupi18 With iwo events generating totsl profft of
£1,769. Our annual Smarties Challenge was well supportod as usual,
resulting in a profft of £1,097,
The Chr5slmas and Summer Fayres were hugety popular agaln,
contributing profrts of £3,796 and £4,660 respectNely,
The PTFA hosted Its biennial Swing B811 in May 2024, whlch wa8
attended by 179 parents and school 8laff, generating a profft of £4,274
while the ever-popular Comedy Night in February 2024 w83 another
enjoyable evening, generating a profit of £1,232.
The PTFA suppcKled the School Show production of 'Stsr Wart8. where
Year 5 and 6 children 8tsrred In an entertalnlng 8how for p8rent8 over
three nlghts. This generated wofft8 of £2,549.
A spon80red Readathon event w86 8180 hekl during the year, whore the
8chool agreed to Set a day a8kle for all childm 10 read Iheir favourtte
books in a relaxed envlronment. Th18 event ra18ed 8 totsl of £4,341.
The PTFA inlroduced a new w88kly lottery through Your School Lotterf
to replace its 200 Club fundralsing initt8tiV8. The bttery donate8 40% of
all ticket 8al88 to the PTFA. amounting to £440 during the year.
The PTFA continued to generale fvnd8 from E88yfvndr8181ng, R8g8 to
Rbch88 and various other recyding Sources at no cost 10 our supporter3.
In total the8e fundraising initialives generated £792.
Our onllne "PTA Events" platfomi, en8bllng parent8 to buy event tickets,
merchandise and 6econd-hand unrfomi has conlinued to be a valuable
fundralsing lool.
The School Fund continues to provide a monthty income for the PTFA
through parenlal voluntary donations whith 8UPPOrts the PTFA in
providing the sch¢￿1 wrth additional funding for teaching resources and
project8.
In total, the PTFA don8ted £29.292 to the 8chcK>l durfng the yw. Thi8
provided funding for the following rtems..
M8ths Adventure Day, supporting pupi18' math8 laamlng in a fun
& pra￿lC81 way
Loudmouth, a visiting drama group addres8lng pubety and
relationship Issues for Year 6 pupils
Educational and SEN 8UPPOrt resources and equlptrnnl
Religiou8 education trip
Bug Club online reading malerial
Book vending machine
Year 6 CGP revision books
Contrlbuting 50% towards the travol costs for a whole Bchool vis
lo a nearby pantomime
ReCept￿n Year chicks, whore thildien can watch thicks hatching I
and their earty-stage development
Leavers BBQ.
TAR
rch 2012

Section E
Financial review
The PTFA holds c&8h reserves of £24,809 88 at 31 August 2024, all of
whth are un￿Str￿ted fvnd8. The a88ociation holds Sufficient funds In
non-interest-be8ring bank current account to meet liabilit￿8 88 they
become payable. Surplus funds are deposited in interest bearwig bank
ac%ounts.
Brfof gtstomont of th•
charfty'8 policy on reserv
Detalls of any funds mat•rlally
In deficlt
Not applicable
Furth•r financlal revlew dotalla Ioptlonal Inlonnatlon)
You may choo80 to Include
additional inf￿rnatiOn, where
re18vant about:
thg th8rity'8 prlndpal
8our¢es of funds (Induding
any fundraising);
how expendrture h88
8UPPOrted the key objethe8
of Ihe eharty;
investment poliGy and
objectives including any
ethical inveslment policy
adopted.
Section F
Other o
tional information
Section G
Declaration
The trustee8 declare that they hav• approvod tho truste08' report abovo.
81gn•d on behalf crf the charlty'8 trustees
Slgnature(s)
Full name(8)
P081tlon leg Secratsryg Chalr,
Wendy Todd
Robert McQuillan
Chalr
Treasurer
Dat•
23rd September 2024
TAR
rch 2012

CHARITY COMMISSION
FOR ENGLMD AND WALES
Ch•rlty N•m•: FOUR OAKS PRM4RY SCHOOL PARENT
TEACHER & FRIEMDS ASSOCIATIOII
Recei
1078263
ts and
ments accounts
CC16a
For th• p•rlod
Oi.S•p43
To
31•J4-24
Section A Receipts and payments
Unrn•trfet•d
fundi
10lh• M•i••t¢ *th• nw••¢£ tsth• M•r••t£ wu•itt
Regtrlctéd
Endo*Ynent
Total funds
L••t ye•r
A1 RK•l
&Jnw F•
11
1)
91
Chal•
SthLxI N
hll
lrt•rn•t
3117
•47
Sub lot41(Gr088 inctwne forAR)
40.•
Fufidrn￿ E￿Tht
PTA 8a1 Com•
s￿1
29392
200 Chjb Pw•
Lt•rK••
104
104
181
104
140
Sub tot•1
4SWJ
J•.L174
Sub tot•1
30
36N4
14•t olr•c•lptsi(p•ymwrts)
A6 Trnnsf•r4 b•lw••n funds
A6 Ctsh fwKls last y•Ar •￿1
Cash fund8 y•ar•nd
23,112
tJ,112
CCXX Rl (S8)

Sectioii B Statemeiit of assets and liabilities at tlie end of the period
Unrestfl¢ted
Restrlcted
fun
funds
tr* rbMrMt£
Endowrnent funds
Categorles
Datails
81 Cash fund•
C••h & in hw
Total ¢48h fiinds
UnrHtrfcl•d
lund•
Oelalls
to D•￿1¢£
Pund * whkh
O•tall&
Vund ¥Jhkh
D•tal
84 A•••ts r•laln•d for t
¢h•rtty'• own u••
FuThJ fp whkh
Detall$
B5 Llablllu
ofll th• trw•8
SlgnabJ(o
Prtrt Nam•
O•t• of apwoval
Wendy Tothj
2>d S•ptwnb•r 2024
Robth McQuHtsn
CCXX R2 •(g¥K#ts1$8)

CHARITY COMMISSION
FOR ENGLAND AND WAIES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the tnMtaesl
Mom￿rn of
F￿r Oaks Primary School Parent Teacher & Friends A6SOCAtiDn
On accounts for the year
énded
31* August 2024
Charlty no
(If any)
1075253
8et out on pag
Six & Seven
I report to the trustees on my examlnallon (rf the accounts of abjve
charity (Ihe Trusll for the year ended 31 August 2024.
R￿ponsIbIlItIeS and
ba•ls of report
AS the charilvs trustees, you are responsible for the preparallon of the
accounts In xcordance with the requirements of the Charities Act 2011
(Iha Acr).
I r8POrt In respect of my examlnatlon of the Trusfs accounts carrted out
under seclion 145 of the 2011 Act and In carying out ry axamination, I
have followed all the appllcable Directic)n8 glven by the Charty Commi88ion
urKler 8ectlon 145(5){b) of the Act.
Independent I have completed my examlnatlon. I conflmi that no malerfal matters have
oxamlnerfs statsment come lo my attention in connection with the examination which giv88 me
cause to be16eve thal in, any material respect,.
the accounting record8 were nol kept in accordance wlth 8ectlon 130
of the Charlties Act; or
the aC￿￿nIS dkl not ac£ord wlth the accountlng record8.
I have no concem8 and have come aw8s no other matter8 In ￿tne¢liOn
wlth the examinati￿ to whSth attention should be drawn in this report In
order lo enable 8 proper understanding ol the account8 to be r88thed.
31gned:
23 September 2024
Nam•:
Hannah Harri80n
Relevant prof8s8lonal
qualifiGatlon(8) or body
(If any):
BA Ac￿￿nting & Law
Addm•:
211 Blackberry Lane
Four Oaks, Sutton Coldfield
B74 4JR
IER
Octobor 2018

Section B
Disclosure
Only complete rf the examiner needs to h￿hlIght material matters of con￿rn
(see CC32, Independent ex8mlnatlon of charity ￿L)Unt5. dlre&ion8 and
guidance for examiners).
Glve hern brl•l detslls of
any ltsms that the
•xamlnor wlshe8 to
dlsclo••.
Nol Applicable
IER
Octobor 2018