## **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:||| |---|---|---| |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:||| |
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|||| ||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 £**| |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-**| ||||||||||| |**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-**| ||||||||||| |Cost of fundraising|**-**
**17,871-**||**-**
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**17,871-**||**-**
**7,429-**| |Donation to school|**-**
**10,862-**||**-**
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**10,862-**||**-**
**31,500-**| |||||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**A2 Asset and investment sales, (see**||||||||||||||||||||||| |**table).**||||||||||||||||||||||| |||**-**|**--**|||**-**||**--**|||**-**||**--**|||**-**|**--**|||||| |||**-**|**--**|||**-**||**--**|||**-**||**--**|||**-**|**--**|||**-**|**--**|| |**_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 ||||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| ||||||||||||||||||||||| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|| ||**_Sub total_ **||**-**|**28,733-**|||**-**|**--**|||**-**|**--**|||**-**|**28,733-**|||**-**|**38,929-**|| ||||||||||||||||||||||| |**A4 Asset and investment**|||||||||||||||||||||| |**purchases, (see table)**|||||||||||||||||||||| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||||| ||||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||||| ||**_Sub total_ **||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|||**-**|**--**|| |**A4 Asset and investment**||||||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |**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| |---|---|---|---|---| |||**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Endowment**
**funds**
**to nearest £**| |||**-**
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**--**| CCXX R3 accounts (SS) 5/30/2025 3 |||||||**-**|**--**||**-**|**--**| |---|---|---|---|---|---|---|---|---|---|---| |||||||**-**|**--**||**-**|**--**| |||||||**-**|**--**||**-**|**--**| |||||**Fund to which**||**Amount due**||||**When due**| ||**Details**|||**liability relates**||**(optional)**||||**(optional)**| |**B5 Liabilities**||||||**-**|**--**|||| |||||||**-**|**--**|||| |||||||**-**|**--**|||| |||||||**-**|**--**|||| |||||||**-**|**--**|||| |Signed by one or two trustees on behalf of
all the trustees||Signature||Print|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: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - the accounts did not accord with the accounting records; or - 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**