**Trustees' Annual Report for the period** Period start date Period end date 02 SEPT 2024 01 SEPT 2025 **From To** ## Section A Reference and administration details **Charity name** The Friends of Alveston C.E. Primary School **Other names charity is known by** Friends of Alveston **Registered charity number (if any)** 1086967 **Charity's principal address** Alveston C o E Primary School Knights Lane Tiddington, Stratford upon Avon **Postcode CV37 7BZ** ## **Names of the charity trustees who manage the charity** |1
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20|**Trustee name**|**Office (if**
**any)**|**Dates acted if not for whole year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**| |---|---|---|---|---| ||Katie AnneWilliams|President|17 Nov 2022 -present|Friends of Alveston(PTA)| ||Katie-Jayne Lamb|Secretary|19 Nov 2020 -present|Friends of Alveston(PTA)| ||Cynthia Michael|Treasurer|17 Nov 2022 – 23 Oct 2025|Friends of Alveston(PTA)| ||Stephanie Hicks-Jones|Member|2019 -present|Friends of Alveston(PTA)| ||CarlyVadasz|Member|19 Nov 2020 -present|Friends of Alveston(PTA)| ||Melissa Long|Member|9 Nov 2023 -present|Friends of Alveston(PTA)| ||Jessica Lavender|Member|24 Oct 2024 –present|Friends of Alveston(PTA)| ||Gracie Gibbons|Member|24 Oct 2024 –present|Friends of Alveston(PTA)| ||David Ramsey|Member|24 Oct 2024 – 23 Oct 2025|Friends of Alveston(PTA)| ||Gabrielle Walker|Treasurer|23 Oct 2025 –present|Friends of Alveston(PTA)| ||Chloe Mabbett|Member|23 Oct 2025 –present|Friends of Alveston(PTA)| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution adopted 17 January 2000 as amended on 10 October 2000, Type of governing document on 26 April 2004, on 10 October 2016 and on 17 November 2022 (eg. trust deed, constitution) Unincorporated association How the charity is constituted - (eg. trust, association, company) Existing trustees appoint returning or new trustees annually at the AGM Trustee selection methods following the provisions of the governing constitution. (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** The object of the association is to advance the education of pupils in the school in particular by: **Summary of the objects of the charity set out in its governing document** 1. Developing effective relationships between the staff, parents and other associated with the school 2. Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. March **2012** **TAR** 2 We organise a series of fundraising events and activities to provide additional resources for Alveston C o E Primary School: - Christmas Fair - Summer Fair - Children’s Discos - Non uniform days in return for donations to Christmas and Summer Fairs - Non uniform days in return for cash donations - Family Bingo Night **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** - Adult Wreath Making event - Mother’s Day Family Painting event - Rags 2 Riches / Bags 2 School - Ice cream sales and bake sales - Christmas Cards - Raffles and competitions - World book day pre-loved costume sales - Christmas decorations - Easy Fundraising / ASDA Cash Pot - Your School Lottery - Pre-loved uniform sales - _The trustees confirm that they have had due regard to the guidance issued by the Charity Commission on public benefit, including guidance on fee-charging, in deciding the activities the charity has undertaken._ ## **Additional details of objectives and activities (Optional information)** We advance education by encouraging fullest co-operation between home, school, Education Authority and all other interested parties in parish of Alveston and provide additional funding to support the school's curricular and extra-curricular activities. You **may choose** to include further statements, where relevant, about: Contribution is made by volunteer parents who help run PTA events. Through their involvement, parents have the opportunity to get to know each other and build connections. Some events are open to the public and play an important role in bringing the community together, including grandparents, extended family, friends and neighbours. - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** The Friends of Alveston have raised over £43,000 in the 2024-25 academic year. They ran these events: - Christmas Fair - Summer Fair - Children’s Discos - Non uniform days in return for donations to Christmas and Summer Fairs - Non uniform days in return for cash donations - Family Bingo Night - Adult Wreath Making event - Mother’s Day Family Painting event - Rags 2 Riches / Bags 2 School - Ice cream sales and bake sales - Christmas Cards - Raffles and competitions - World book day pre-loved costume sales - Easy Fundraising / ASDA Cash Pot - Your School Lottery - Pre-loved uniform sales The money raised has so far been used to purchase/pay for: - IT suite upgrades including new personal computers for all students to use in order to bring the computing curriculum up to date and provide more opportunities for learning throughout the curriculum. - Arts Week presenters (music, dance, theatre, literary) - Classroom Supplies (books, globes, pencil sharpeners, pens and pencils, staplers) - Musical instruments - Christmas Decorations - Year 6 Leavers books - Gazebo for use at school and PTA events Plans are in place to spend the remaining money restricted for the IT suite on iPads, charging cords and a charging cart in the next academic year: March **2012** **TAR** 4 Section E Financial review 8rknf •L*m•nt ol th• arW• p¢lky (In Th• 1¢ k8•9 fuThis •ccwrt lo cov ¢xpwues Im*rty Pthik Ir*wwK• fty PTA418nd Wry •wses m￿lled lur*Ywng iknt*ry knrn•. DJ'% f•g$k At fv y•8r4nd T*• ex(*51 ts5OTrES r•¥knAY tt* kn d•fi¢tt Yw m•y ¢hooM to Inc*MI• addliknal *tw• rnlovant abwl.. xces ol (irthMlk¥ aty fLThJrnis#¥); ol oiythes I￿1￿￿'r￿j any Section F Other optional information Section G Declaration The tTuslt¢s ded4r¢ that they h•¥• •ppfo¥•d th8 trus1￿&. 14port at)0¥ 9n•ql on b￿h￿ of th• ¢h•rW• Iru•lM• $1gn•ttm(•) Ful nwn•(•) PO￿00n (ty 8•er•tary. Ch•lr, •ts) 09i17f2026 TAR 2012 ||**FRIENDS OF ALVESTON CE PRIMARY SCHOOL**|**FRIENDS OF ALVESTON CE PRIMARY SCHOOL**|**FRIENDS OF ALVESTON CE PRIMARY SCHOOL**|**1086967**|**1086967**|**1086967**|**CC16a**| |---|---|---|---|---|---|---|---| ||**For the period**
**from**|2-Sep-24|**To**||1-Sep-25||| ||||||||| |**Section A Receipts and payments**|||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**8,676**
**1,209**
**225**
**2,338**
**-**
**-**
**-**
**-**

**12,448**
**-**
**-**
**-**
**12,448**
**4,062**
**162**
**20**
**310**
**2,673**
**-**
**-**
**-**
**-**
**-**
**7,227**
**-**
**-**
**-**
**7,227**
**5,221**
**-**
**10,199**
**15,420**|**Restricted**
**funds**
**to the nearest £**
**-**
**25,000**
**6,250**
**-**
**-**
**-**
**-**
**-**
**31,250**
**-**
**-**
**-**
**31,250**
**-**
**-**
**-**
**14,550**
**-**
**-**
**-**
**-**
**-**
**14,550**
**-**
**-**
**-**
**14,550**
**16,700**
**-**
**-**
**16,700**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**||**Total funds**
**to the nearest £**
**8,676**
**26,209**
**6,475**
**2,338**
**-**
**-**
**-**
**-**
**43,698**
**-**
**-**
**-**
**43,698**
**4,062**
**162**
**20**
**310**
**17,223**
**-**
**-**
**-**
**-**
**-**
**21,777**
**-**
**-**
**-**
**21,777**
**21,921**||**Last year**
**to the nearest £**| |FundraisingEvents|**8,676**||||||**8,908**| |Donations|**1,209**||||||**1,281**| |Gift Aid|**225**||||||**634**| |TradingActivities|**2,338**||||||**4,008**| |Grants|**-**||||||**100**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|
**12,448**||||||**14,931**| ||||||||| |**A2 Asset and investment sales,**
**(see table).**|||||||| ||**-**||||||| ||**-**||||||**-**| |**_Sub total_**|**-**||||||**-**| |**_Total receipts_**
**A3 Payments**|||||||| ||||||||**14,931**| ||||||||| |
Cost of Fundraisingevents|**4,062**||||||**4,282**| |Insurance|**162**||||||**153**| |Overhead|**20**||||||**286**| |Cost of tradingactivities|**310**||||||**391**| |Cost of charitable activities|**2,673**||||||**14,771**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| ||**-**||||||**-**| |**_Sub total_ **|**7,227**||||||**19,883**| ||||||||| |**A4 Asset and investment**
**purchases, (see table)**|||||||| ||**-**||||||| ||**-**||||||| |**_Sub total_ **|**-**||||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**|||||||| ||||||||**19,883**| ||||||||| ||**5,221**|**16,700**|**-**||**21,921**||**- 4,952**| ||**-**|**-**|**-**||**-**||**-**| ||**10,199**|**-**|**-**||**10,199**||**-**| ||**15,420**|**16,700**|**-**||**32,120**||**- 4,952**| CCXX R1 accounts (SS) 5/6/2026 1 |**Section B Statement of assets and liabilities at**|**Section B Statement of assets and liabilities at**|**the end of the period**|| |---|---|---|---| |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B3 Investment assets**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B1 Cash funds**|**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Checking Account
**Details**
**Details**
**Details**
Signature|**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**15,420**
**16,700**
**-**
**-**
**-**
**-**
**15,420**
**16,700**
OK
OK
**Unrestricted**
**funds**
**Restricted**
**funds**
**to nearest £**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**liability relates**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Print Name
Katie AnneWilliams|**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||OK| ||||**Endowment**
**funds**
**to nearest £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| |||Katie AnneWilliams|09/07/2026| ||||| CCXX R2 accounts (SS) 5/6/2026 2 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** **Report to the trustees** The Friends of Alveston C.E. Primary School |**On accounts for the**
**period ended**|
1 September 2025|**Charity no**
**(ifany)**|1086967| |---|---|---|---| ||||| |**Set out on pages**|||| ||||| |**Responsibilities and**
**basis of report**
**Independent**
**examiner's statement**|I report to the trustees on my examination of the accounts of the above charity
(“the Trust”) for the period ended 01/09/2025.
As the charity's trustees, you are responsible for the preparation of the accounts
in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under
section 145 of the 2011 Act and in carrying out my examination, I have followed
all the applicable Directions given by the Charity Commission under section
145(5)(b) of the Act.

I have completed my examination. I confirm that no material matters have come
to my attention in connection with the examination which gives me cause to
believe that in, any material respect:
•
the accounting records were not kept in accordance with section 130 of the
Charities Act; or
•
the accounts did not accord with the accounting records; or
•
the accounts did not comply with the applicable requirements concerning
the form and content of accounts set out in the Charities (Accounts and
Reports) Regulations 2008 other than any requirement that the accounts
give a ‘true and fair’ view which is not a matter considered as part of an
independent examination.
I have no concerns and have come across no other matters in connection with
the examination to which attention should be drawn in this report in order to
enable a proper understanding of the accounts to be reached.||| ||||| |**Signed:**||**Date:**|07/07/26| ||||| |**Name:**|Sara Owen||| ||||| |**Relevant professional**|FCA ICAEW||| ||||| |**Address:**|49 BanburyRoad||| ||Stratford-Upon-Avon||| ||CV37 7HW||| 1 **Oct 2018** **IER** **Section B Disclosure** **Give here brief details of any items that the examiner wishes to disclose** . Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 2 **Oct 2018** **IER**