Trustees’ Annual Report for the period
From 21/10/2022 Period start date To 20/10/2023 Period end date
Charity name: FRIENDS OF TRINITY ST PETER'S SCHOOL ASSOCIATION Charity registration number: 1087881
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL IN PARTICULAR BY -DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN STAFF PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL -ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Various charitable fundraising events and activities organised by parental volunteers to help fund any additional educational and training needs of Trinity St Peters Primary School. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Trusteeshave regard to the guidance issued by the Charity Commission on public benefit |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference NOT DEFINED IN PRACTICE Para 1.38 Policy on grant making NOT DEFINED IN PRACTICE Para 1.38 Policy on social investment including program related investment PTA FOR TRINITY ST PETERS SCHOOL
| Contribution made by volunteers |
Para 1.38 | IN FORMBY Volunteers are parents who raise funds through charitable fundraising events and activities to assist the school. |
|---|---|---|
| Other | N/A |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Aim was to provide additional fun and engaging events and activities through the charity to also assist in the raising of funds to assist Trinity St Peters Primary School. This aim was achieved with various successful events and activities raising the target funds. This benefitted the school, pupils and wider community that attended any events. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
|
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | £10k target to be paid to Trinity St Peters Primary School achieved with required reserves held in bank accounts. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Hold a reserve between £1-10k to help ensure that funds can be matched following year for school. |
| Amount of reserves held | Para 1.22 | Between £1-10k |
| Reasons for holding zero reserves |
Para 1.22 | None except if school requires funds for required financial purposes. |
| Details of fund materially in deficit |
Para 1.24 | None |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Transference of trustees is required when trustees wish to finish as volunteers |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Fundraising. Funds raised from charitable events and activities run by volunteers. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | NOT DEFINED IN PRACTICE |
| A description of the principal risks facing the charity |
Para 1.46 | - Volunteer’s children leaving school and charity losing volunteers - Recruitment of new volunteers - Parental engagement and volunteers participation in events |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Volunteer Managed |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Unincorporated |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees voted in and nominated Chair and Treasurer annually |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
|
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
| Charity name | Friends of Trinity St Peter’s School Association |
|---|---|
| Other name the charity uses | Team TSP |
| Registered charity number | 1087881 |
| Charity’s principal address | 10 Southport Road Formby Liverpool L37 7EW |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| David Menagh | Treasurer | |||
| Rosie Lodge | Chair | |||
– 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
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A 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
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) David Menah Full name(s) David Menagh
Position (eg Secretary, Treasurer Chair, etc)
Date
18/08/2024