2025-08-31-accounts - Parents And Friends Of Sarisbury Junior School

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Trustees’ Annual Report for the period

From 01/09/2024 Period start date To 31/08/2025 Period end date

Charity name: Parents & Friends of Sarisbury Junior School

Charity registration number: 1096466

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	The object or purpose of the PFA is to enhance and enrich the education of the pupils in the school.
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	In particular, activities are designed to: • develop effective and meaningful relationships between staff, parents and others associated with the school. • Engage in activities and provide facilities or equipment which support the schools ethos and advance the education of the pupils. Sarisbury Junior School PFA have run a wide range of academic and social opportunities for the people, parents, staff, governors and wider school community. These include regular events such as bake sales, summer fayre, raffles and refreshments. Plus movie nights and discos for the Junior School pupils enjoyment. All activities are planned by the committee and draw on volunteers from the parent community as well as staff where appropriate. The committee is very grateful for the time, expertise and donations given by all involved with whom Sarisbury Junior school PFA would not be able to achieve so much.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	We can confirm that the trustees have regard to the guidance issued by the Charity Commission on public benefit. The committee takes considerable time and effort to consider its actions and to evaluate whether the money is being spent wisely, and to benefit the most children. For larger items several quotes are obtained to ensure transparency and best value.

Additional information (optional)	Additional information (optional)
You may choose to include further statements where relevant about:
	SORP reference
Policy ongrant making	Para 1.38	N/A

Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	N/A
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	The work of the PFA enabled the advancement and enrichment of pupils education by giving money to the school for the purchase of equipment, resources, facilities and other wish list items it would otherwise not be able to afford. This not only enhances pupils educational experience but also improves their learning by subsidising events such as the year six trip to Paultons park. This year our biggest fundraisers were undoubtably the Christmas laser light show, summer fayre & music festival raising a combined total of £22,800 and making an amazing profit of 51%. The PFA also held our usual & much loved gift rooms, bake sales, sports day, year 6 production & quiz night, raising a combined amount of £11,500. All in all, another wonderfully successful year of fundraising with a total income of £34,300 with a 54% profit.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against objectives set	Para 1.41	We have successfully raised funds to have our reading dragon commissioned & it was installed/opened for the children to use at the end of June 2025. It has been incredibly popular & is a wonderful place for the children to enjoy. We are proud to have funded this for the school, at a cost of £14,500. We have also raised money to fund Year 6 Coaches to Paultons Park costing £2,200, swimming lesson contributions of £4,500 & a conservation pond area at the back of the playing fields for £1160 & beanbags for the reading dragon to make it comfortable atjust over £100.
Performance of fundraising activities against objectives set	Para 1.41	N/A
Investment performance against objectives	Para 1.41	N/A

Other		N/A
Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	The closing bank balance is £22,600. This is still a great position to be in, allowing us further opportunities to continue to fund future projects for the school.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The purpose of financial reserves forSarisbury C of E Junior School PFA is to ensure that there are always funds available to cover any long term subscription commitments & annual events that traditionallytakeplace at the school.
Amount of reserves held	Para 1.22	For this reason, it is agreed that we should always keep a contingency of circa £3,000 - £4,000 in reserves.
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	Each year the committee needs to be re-elected and there is always a possibility that no-one would step forward to help. However, this has yet to happen.All activities are planned by the committee and draw on volunteers from the parent community as well as staff where appropriate. The committee is very grateful for the time, expertise and donations given by all involved with whom Sarisbury Junior school PFA would not be able to achieve so much. The committee takes considerable time and effort to consider its actions and to evaluate whether the money is being spent wisely, and to benefit the most children. For larger items several quotes are obtained to ensure transparency and best value.

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	N/A
Investment policy and objectives including any social investment policy adopted	Para 1.46	N/A
A description of the principal risks facing the charity	Para 1.46	N/A
Other		N/A

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Model Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated Association
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	At our AGM volunteers put their names forward proposing their preferred role in the committee & they are then elected by the committee. The trustees roles are co-chairs, secretary, vice chair & treasurer.

Additional information (optional) You may choose to include further statements where relevant about:

N/A Policies and procedures adopted for the induction Para 1.51 and training of trustees N/A The charity’s organisational structure and any wider Para 1.51 network with which the charity works N/A Relationship with any Para 1.51 related parties N/A Other

Reference and Administrative details

Charity name	Parents & Friends of SarisburyJunior School
Other name the charity uses	N/A
Registered charitynumber	1096466
Charity’s principal address	Sarisbury Church of England Junior School Allotment Road, Sarisbury Green, SOUTHAMPTON SO31 7AP

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Sarah Parker Baxter	Co-chair	Whole year
Natalee Lindsey	Co-chair	Wholeyear
Isabelle Emery	Vice treasurer to treasurer	Whole year
Sarah Ford	Vice chair	01/09/24-27/01/25
Lianne Nolan	Treasurer	01/09/24-24/10/24
Miss Harrington	Secretary	Wholeyear

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name	Dates acted if not for whole year
N/A

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 adviser Name Address	Type of adviser Name Address	Type of adviser Name Address
Examiner	Mr Darren Nice	31 Osborne Road Warsash Southampton SO31 9GJ



Name of chief executive or names of senior staff members (Optional information)
Mrs Catherine Nice- Head Teacher

Mrs Catherine Nice- Head Teacher

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) Full name(s) Position (eg Secretary, Chair, etc) Date
	Sarah Parker Baxter	Natalee Lindsey
	Co-chairs
	10/02/26
	10/02/26

Quick Income & Expenditure

Year to	31/08/2025	31/08/2025	Changes date for all sheets Profit % 208.95 £ 93% 478.01 £ 55% 5,457.26 £ 46% - £ 0% duplicate payment so refunded back to Bags to School 1,140.53 £ 43% 644.06 £ 86% 692.77 £ 48% 463.09 £ 96% 923.74 £ 78% 180.35 £ 100% 671.78 £ 50% 3,547.26 £ 71% 388.08 £ 81% 1,097.34 £ 70% (180.00) £ #DIV/0! No income as gifted by PFA - £ #DIV/0! No sponsored events this year - £ #DIV/0! No summer BBQ this year 2,653.24 £ 45% 124.66 £ 61% 18,491.12 £ 54% Margin School Donations Accrual Net Profit 18,028.89 £ 21,210.32 £ 1,283.22 -£ 16,745.67 £ For school info 49% (Expenses plus donations back to school) 25,760.56 £ 22,579.13 £ (includes in school floats) (3,181.43) £	Changes date for all sheets Profit % 208.95 £ 93% 478.01 £ 55% 5,457.26 £ 46% - £ 0% duplicate payment so refunded back to Bags to School 1,140.53 £ 43% 644.06 £ 86% 692.77 £ 48% 463.09 £ 96% 923.74 £ 78% 180.35 £ 100% 671.78 £ 50% 3,547.26 £ 71% 388.08 £ 81% 1,097.34 £ 70% (180.00) £ #DIV/0! No income as gifted by PFA - £ #DIV/0! No sponsored events this year - £ #DIV/0! No summer BBQ this year 2,653.24 £ 45% 124.66 £ 61% 18,491.12 £ 54% Margin School Donations Accrual Net Profit 18,028.89 £ 21,210.32 £ 1,283.22 -£ 16,745.67 £ For school info 49% (Expenses plus donations back to school) 25,760.56 £ 22,579.13 £ (includes in school floats) (3,181.43) £	Changes date for all sheets Profit % 208.95 £ 93% 478.01 £ 55% 5,457.26 £ 46% - £ 0% duplicate payment so refunded back to Bags to School 1,140.53 £ 43% 644.06 £ 86% 692.77 £ 48% 463.09 £ 96% 923.74 £ 78% 180.35 £ 100% 671.78 £ 50% 3,547.26 £ 71% 388.08 £ 81% 1,097.34 £ 70% (180.00) £ #DIV/0! No income as gifted by PFA - £ #DIV/0! No sponsored events this year - £ #DIV/0! No summer BBQ this year 2,653.24 £ 45% 124.66 £ 61% 18,491.12 £ 54% Margin School Donations Accrual Net Profit 18,028.89 £ 21,210.32 £ 1,283.22 -£ 16,745.67 £ For school info 49% (Expenses plus donations back to school) 25,760.56 £ 22,579.13 £ (includes in school floats) (3,181.43) £	Changes date for all sheets Profit % 208.95 £ 93% 478.01 £ 55% 5,457.26 £ 46% - £ 0% duplicate payment so refunded back to Bags to School 1,140.53 £ 43% 644.06 £ 86% 692.77 £ 48% 463.09 £ 96% 923.74 £ 78% 180.35 £ 100% 671.78 £ 50% 3,547.26 £ 71% 388.08 £ 81% 1,097.34 £ 70% (180.00) £ #DIV/0! No income as gifted by PFA - £ #DIV/0! No sponsored events this year - £ #DIV/0! No summer BBQ this year 2,653.24 £ 45% 124.66 £ 61% 18,491.12 £ 54% Margin School Donations Accrual Net Profit 18,028.89 £ 21,210.32 £ 1,283.22 -£ 16,745.67 £ For school info 49% (Expenses plus donations back to school) 25,760.56 £ 22,579.13 £ (includes in school floats) (3,181.43) £
Events	Income	Expenses	Profit	%
Cake Sale	223.48 £	14.53 £	208.95 £	93%
Quiz night	868.71 £	390.70 £	478.01 £	55%
Xmas Laser light s	h 11,888.24 £	6,430.98 £	5,457.26 £	46%
Bags 2 School	129.00 £	129.00 £	- £	0%
Secret Room	2,662.26 £	1,521.73 £	1,140.53 £	43%
Cinema Night	747.06 £	103.00 £	644.06 £	86%
Mothers Day	1,446.95 £	754.18 £	692.77 £	48%
Easter Raffle	480.08 £	16.99 £	463.09 £	96%
Disco	1,183.74 £	260.00 £	923.74 £	78%
Uniform Sale	180.35 £	- £	180.35 £	100%
Fathers Day	1,339.11 £	667.33 £	671.78 £	50%
Summer Fayre	5,009.55 £	1,462.29 £	3,547.26 £	71%
Sports Day	480.19 £	92.11 £	388.08 £	81%
WAYPOINT - Year	1,576.09 £	478.75 £	1,097.34 £	70%
Yr 6 Leavers	- £	180.00 £	(180.00) £	#DIV/0!
Gift Aid	- £	- £	- £	#DIV/0!
Summer BBQ	- £	- £	- £	#DIV/0!
Music Festival	5,863.64 £	3,210.40 £	2,653.24 £	45%
Frozen fridays	203.31 £	78.65 £	124.66 £	61%
	34,281.76 £	15,790.64 £	18,491.12 £	54%

Other	Income	Expenses
Bank Charges		132.75 £
Licences/Insurance		464.62 £
Donations/website	f 135.14 £
Floats In/Out	- £	- £
	135.14 £	597.37 £

Summary	Income	Expenses	Margin	School Donations	Accrual	Net Profit
Totals	34,416.90 £	16,388.01 £	18,028.89 £	21,210.32 £	1,283.22 -£	16,745.67 £

For Annual return	34,417 £ 37,598 £		(Expenses plus do

	OpeningBalance		25,760.56 £
	ClosingBalance		22,579.13 £
	Net CashFlow		(3,181.43) £

C:\Users\hammaa\Desktop\Income and Expenditure Account 13-14.xlsx[Quick I&E Summary]

16:04 10/02/2026

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Charity Name Parents & Friends of Sarisbury Junior School On accounts for the year 31/08/2025 Charity no 1096466 ended (if any) Set out on pages INSERT NUMBER

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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.

Independent examiner's statement 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: 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: Darren Nice Date: 31 Dec 2025 Name: Darren Nice Relevant professional Chartered Certified Accountant – Non Practicing qualification(s) or body (if any): Address: 31 Osborne Road Warsash Southampton

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .