Trustees’ Annual Report for the period
From 01/09/2023 to 31/08/2024
Charity name: King Athelstan Primary School Parent Carer School Association Charity registration number: 1142035
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 pupils in the school, in particular by: developing effective relationships between the staff and parents and other 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 identifiedin the accounts. |
Para 1.17 and 1.19 |
Fundraising activity including organising summer and winter fairs, sponsored activities, and other adhoc events |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees have had 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 Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers
Other
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 charity organized successful Summer and Festive fairs and raised money through discos, a Fashion Show and at Spring Showcase event. This has funded the remaining work for the early years playground area and the contribution will benefit the whole school community. |
Additional information (optional) You may choose to include further statements where relevant about:
Achievements against Para 1.41 objectives set Performance of fundraising activities against objectives Para 1.41 set Investment performance Para 1.41 against objectives Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Closing balance on 31/8/24 is £27,194.48. At present it is holding funds for the schools’ Key Stage 1 playground development which will be transferred to the school as a donation in the spring. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The charity holds minimal reserves, as it does not have any employment liabilities. |
| Amount of reserves held | Para 1.22 | £5,000 |
| 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 | N/A |
Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising)
| Investment policy and | ||
|---|---|---|
| objectives including any | Para 1.46 | |
| social investment policy | ||
| adopted | ||
| A description of the principal | Para 1.46 | |
| risks facing the charity | ||
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | 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 | Election to post |
| Additional information (optional) You may choose to include further statements where relevant about: |
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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 | King Athelstan Primary School Parent Carer School Association |
|---|---|
| Other name the charity uses | |
Registered charity number |
1142035 |
| Charity’s principal address | King Athelstan Primary School Villiers Road Kingston KT1 3AR |
Names of the charity trustees who manage the charity
| Trustee name Office (if any) Dates acted if not for whole year Name of person (or body) entitled to appoint trustee (if any) 1Emily Margaret Sleight Chair 2Alexandra Day Bowens 3 Nicholas Sleight 4 Sarah Grant Duff 5Luiza Grazziotin Vedana Treasurer 6 Monica Sian Sibley 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Corporate trustees–names of the directors at the date the report was approved Director name |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Emily Margaret Sleight |
Chair | |||
| Alexandra Day Bowens |
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| Nicholas Sleight | ||||
| Sarah Grant Duff | ||||
| Luiza Grazziotin Vedana |
Treasurer | |||
| Monica Sian Sibley | ||||
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
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Emily Sleight Full name(s) Luiza Vedana Position (eg Secretary, C Chair, etc) Treasurer Chair
Date 01/05/2025
| King Athelstan Primary School Parent Carer School Association | King Athelstan Primary School Parent Carer School Association | King Athelstan Primary School Parent Carer School Association | King Athelstan Primary School Parent Carer School Association | King Athelstan Primary School Parent Carer School Association | 1142035 | 1142035 | 1142035 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| For the period from |
01 Sept 2023 | To | 8/31/2024 | ||||||
| Section A Receipts and payments | |||||||||
| A1 Receipts | Unrestricted funds to the nearest £ |
Restricted funds to the nearest £ |
Endowment funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
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| Fundraising | - 41,768- |
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- 41,768- |
- 22,715- |
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| Sub total(Gross income for AR) | - 41,768- |
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- 41,768- |
- 22,715- |
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| A2 Asset and investment sales, (see table). |
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| Sub total Total receipts A3 Payments |
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| - 41,768- |
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- 41,768- |
- 22,715- |
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| Cost of fundraising | - 17,871- |
- -- |
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- 17,871- |
- 7,429- |
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| Donation to school | - 10,862- |
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- 10,862- |
- 31,500- |
| A2 Asset and investment sales, (see | ||||||||||||||||||||||
| table). | ||||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||||
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| Sub total | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||||
| **Total receipts ** | - | 41,768- | - | -- | - | -- | - | 41,768- | - | 22,715- | ||||||||||||
| A3 Payments | ||||||||||||||||||||||
| Cost of fundraising | - | 17,871- | - | -- | - | -- | - | 17,871- | - | 7,429- | ||||||||||||
| Donation to school | - | 10,862- | - | -- | - | -- | - | 10,862- | - | 31,500- |
CCXX R1 accounts (SS)
5/30/2025
1
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| **Sub total ** | - | 28,733- | - | -- | - | -- | - | 28,733- | - | 38,929- | |||||||||||
| A4 Asset and investment | |||||||||||||||||||||
| purchases, (see table) | |||||||||||||||||||||
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| **Sub total ** | - | -- | - | -- | - | -- | - | -- | - | -- |
| A4 Asset and investment | ||||||||||||||||||||
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| purchases, (see table) | ||||||||||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| - | -- | - | -- | - | -- | - | -- | |||||||||||||
| **Sub total ** | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| **Total payments ** | - | 28,733- | - | -- | - | -- | - | 28,733- | - | 38,929- | ||||||||||
| **Net of receipts/(payments) ** | - | 13,035- | - | -- | - | -- | - | 13,035- | - | 16,214- | ||||||||||
| A5 Transfers between funds | - | -- | - | -- | - | -- | - | -- | - | -- | ||||||||||
| A6 Cash funds last year end | - | 14,181- | - | -- | - | -- | - | 14,181- | - | 30,396- | ||||||||||
| **Cash funds this year end ** | - | 27,216- | - | -- | - | -- | - | 27,216- | - | 14,182- | ||||||||||
Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted funds | Restricted funds | Endowment | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||||||||||||||
| to nearest £ | to nearest £ | to nearest £ | |||||||||||||||
| B1 | Cash | funds | Main bank account | - | -- | - | -- | ||||||||||
| - | -- | - | -- | - | -- | ||||||||||||
| - | -- | - | -- | - | -- | ||||||||||||
| Total cash funds | - | -- | - | -- | - | -- | |||||||||||
CCXX R2 accounts (SS)
5/30/2025
2
| B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use |
(agree balances with receipts and payments account (s)) Details |
Agreement Error | OK | OK |
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| Unrestricted funds to nearest £ |
Restricted funds to nearest £ |
Endowment funds to nearest £ |
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| Details | belongs |
Cost (optional) - -- - -- - -- - -- - -- - -- |
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CCXX R3 accounts (SS)
5/30/2025
3
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| Fund to which | Amount due | When due | ||||||||
| Details | liability relates | (optional) | (optional) | |||||||
| B5 Liabilities | - | -- | ||||||||
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| Signed by one or two trustees on behalf of all the trustees |
Signature | Name | Date of approval | |||||||
CCXX R4 accounts (SS)
5/30/2025
4
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees
Charity Name King Athelstan Primary School Parent Carer School Association
On accounts for the year 31/08/2024 Charity no 1142035 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2024
Responsibilities and basis As the charity's trustees, you are responsible for the preparation of the 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 I have completed my examination. I confirm that no material matters have statement come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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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.
- Please delete the words in the brackets if they do not apply.
Signed:
Date: 30[th] May 2025
1
Oct 2018
IER
Name: Sarah Kearns Relevant professional ICAEW qualification(s) or body (if any): Address: 70 Christ Church Mount EPSOM
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).
2
Oct 2018
IER
Give here brief details of any items that the examiner wishes to disclose .
None
3
Oct 2018
IER