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2023-08-31-accounts

Trustees' Annual Report for the period

From To

Period start date Period end date 01 09 2022 31 08 2023

~~ee~~ Section A Reference and administration details

Charity name HOLYTRINITY SCHOOL PTA

Other names charity is known by HHT PTA Registered charity number (if any) 1092887

Charity's principal address C/O Hoylake Holy Trinity C of E Primary School 120A Market Street Hoylake, Wirral Postcode CH47 3BH

Names of the charity trustees who manage the charity

Dates acted if not for whole Name of person (or body) entitled Trustee name Office (if any) year to appoint trustee (if any) ~~ee ee ee~~ Chair HHT PTA committee 1[Stephanie Hosny ] members ~~ee eeee~~ Treasurer HHT PTA committee 2[Katrina Lawton ] members ~~ee ee~~ HHT PTA committee 3[Caroline French ] members ~~a ee~~ 4 ~~es ee~~ 5 ~~ee es~~ 6 ~~es eses~~ 7 ~~ee es~~ 8 ~~es eses~~ 9 ~~eses~~ 10 ~~es esns~~ 11 ~~ee es~~ 12 ~~es eses~~ 13 ~~ee esGe~~ 14 ~~es RsGs~~ 15 ~~ee esGe~~ 16 ~~es RsGs~~ 17 ~~ee esGe~~ 18 ~~es RsGs~~ 19 ~~ee esGe~~ 20 ~~es RsrsGsSe~~

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Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year
N/A

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
N/A

Name of chief executive or names of senior staff members (Optional information)

N/A

Section B Structure, governance and management

Description of the charity’s trusts

Constitution Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Elected by members of the Parents Teachers Association (PTA) Trustee selection methods (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

HHT PTA is a charitable organisation made up of a mixture of parents, guardians, and staff associated to the school. It is ran by a committee made up from of members of the association and the official officer roleschairman, treasurer, and secretary. The head teacher of the school is the honorary president of the association.

Official officer roles are elected in the annual general meeting (AGM). New members are inducted and trained by previous and current members. The AGM is held once every academic year.

HHT PTA has nil relationships with any related parties.

HHT PTA members meet at a minimum of once per term, more regularly if required such as when organising a forthcoming fundraising event.

The constitution may be amended at a general meeting of the association by a two-thirds majority of the votes cast.

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Section C Objectives and activities

The objective of HHT PTA is to advance the education of pupils in the school in particular by:

As above

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)

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Additional details of objectives and activities (Optional information)

A request for funds from Hoylake Holy Trinity School to HHT PTA is made by submitting a standardised form to the Treasurer. This written request must be co-signed by the head teacher and the member of staff applying for the funds. It will detail the reason it will benefit the pupils experience and education. If the amount requested is over £51 the HHT PTA committee will vote on the decision whether to grant the money. If under £50 funds can be granted by 3+ PTA official officer voting.

You may choose to include further statements, where relevant, about:

The HHT PTA is made up entirely of volunteers when organising and running fundraising events.

Section D Achievements and performance

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Section D Achievements and erformance p

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Section E Financial review

Brief statement of the charity’s policy on reserves

A reserve of £2000 is kept to ensure funds are available to cover the upfront cost of putting on future events such as a school fair.

Details of any funds materially in deficit

Nil in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Principal source of funds were by the following fundraising events

This financial year was unique as we were also given a Warm Grant from the local authority. This was segregated from the general PTA funds and used to purchase goods to assist the local community in line with the grant itself.

Section F Other optional information

N/A

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Katrina Lawton Full name(s) Katrina Lawton

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Position (eg Secretary, Chair, Treasurer etc) Date 02/07/2024

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HOLYTRINITh SCHOOL PTA INCOME AND EXPEN RE ACC UNT ORT EYE ENDED 31 T202 Opening bank balance 10,853.22 Fund Taising Govemment Grants 13,132.06 24,500.00 37.632.06 37.632.06 Schod Purchases and conthbub.ons Courril Warm Grant purchases Bank charges 14,418.84 21,760.00 182.57 36,339.41 (36.339.41} Ckjsing bank balance 12,145.87

HOLYTRINITY SCHOOL PTA REGISTERED CHARITY NUMBER 1092887 ME AND EXPENDITURE ACCOUNT 1AUG T 2023 R THE YEAR E Signed. Ghair- stephan￿ Hosny Signed ..￿...L.￿.. ....... Treasurer- Katrina Lawton Signed... Independent Exarniner- WG Tax A￿untants