## **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|**Trustees**have 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|
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## **Names of the charity trustees who manage the charity**
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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 (ifany)**|
|---|---|---|---|---|
||David Menagh|Treasurer|||
||Rosie Lodge|Chair|||
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## – 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