2025-07-31-accounts - Sacred Heart Catholic Primary School (New Malden) Psa

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Trustees’ Annual Report for the period

From: 1 August 2024 To:

31 July 2025

Charity name: Sacred Heart Catholic Primary School (New Malden) PSA

Charity registration number: 1146443

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 of Sacred Heart Catholic Primary School, Burlington Road, New Malden, KT3 and to connect them with the wider local community
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	The charity has organised many fundraisers and community activities for our school throughout the year we are reporting on to raise money to support the school in several of its initiatives to improve the experience of students at Sacred Heart. This include a long term project to refurbish the playground which will benefit all members of our community, from the children to their guardians.
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 this policy.

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 PSA's principal income stream is generated through social events and fundraisers for the parents and children of Sacred Heart School. The charity and its trustees have worked very hard to raise funds to support the school in several initiatives, including: • Various subscriptions to allow the school to streamline and manage professional subscriptions and communication systems with parents such as Little Wandle, White Rose Maths • Playground refurbishment including replacement padding and EYS playframe replacement We have done this by organising fairs, quiz nights and activities for the children and their families. This has not only benefitted the current school community but will also benefit new intake into the school for years to come.

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	See published accounts
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The PSA has no investments other than cash at the bank. This comprises a Business current account and a Business savings account. We donate all our profit to the school. The funds held in reserve are modest and are required for funding the events we run. The trustees have therefore considered it is prudent that funds should be retained as cash held in a bank account. Sufficient reserves are retained to cover the charity’s regular expenditure for the next year along with money that will be used to contribute towards specific projects outlined for the next academic year.
Amount of reserves held	Para 1.22	No more than £5000
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 any fundraising)	Para 1.47
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
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	Trustee posts are advertised in our school community via the school newsletter, WhatsApp parent groups, email and word of mouth. Trustees are voted in at an AGM.

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	Sacred Heart Catholic Primary School (New Malden) PSA
Other name the charity uses
Registered charity number	1146443
Charity’s principal address	Sacred Heart RC Primary School Burlington Road New Malden KT3 4ND

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)
Samantha Dekker	Trustee	Chair to 20/7/25	PSA members
Irene Custodio	Trustee	Treasurer to 20/7/25	PSA members
GabyAvila	Co-Treasurer	Resigned 20/7/25	PSA members
Siobhan Eagle	Secretary	Resigned 20/7/25	PSA members
Daniela Magliocchetti	Secretary	Resigned 20/7/25	PSA members

Naomi Barton	Chair	Appointed 20/7/25	PSA members
Ana Fonseca	Secretary	Appointed 20/7/25	PSA members
Suzi Lucas	Trustee	Appointed 20/7/25	PSA members
Sarah Henderson	Treasurer	Appointed 20/7/25	PSA members

– 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 held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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) ~~Ms~~ Irene Custodio Full name(s) Samantha Dekker ~~a eee Caton~~ Position (eg Secretary, Chair , Trustee Treasurer , Trustee Chair, etc) ~~ee ee~~ Date 04 March 2026

Charity Name: Sacred Heart RC School PSA

Recei ts and a ments accounts p p y

	For the period from	Period start date 01/08/2024		To		Period end date 31/07/2025

Section A Receipts and payments

Receipts	to the nearest (£)
Fundraisingevents	18,866
Donations	1,373
Other tradingactivities(Lottery)	6,179
Bank Interest	235
Sub total(Gross income)
	26,653

Payments

Payments
Event Costs	*6,774*
Charitable expenditure(payments to school)	*19,755*
Total payments Net of receipts/(payments) Cash funds last year end (01/08/2024) Cash funds this year end (31/07/2025)	*26,529*

	124

	24,710

	24,834

Section B Fundraising breakdown

Income to the nearest (£) Event/Category Summer Fair 6429 School Lottery 6179 Christmas Fair 3320 Movies and Munchies 2349 Parent Quiz 1735 Marathon 1553 Disco 1251 Easter Trail 709 Dad's Event 526 Christmas Cards 386 International Event 381 StandingOrder 370 Uniform 262 Cake Sale 252 Donations 193 Junior PSA 171 Year 6 Leavers 109 Non-Uniform Days 87 Asda cashpot 74 CommunityFundraising 42 EasyFundraising 42 Welcome Bags Subscription General Expense	Income to the nearest (£) Event/Category Summer Fair 6429 School Lottery 6179 Christmas Fair 3320 Movies and Munchies 2349 Parent Quiz 1735 Marathon 1553 Disco 1251 Easter Trail 709 Dad's Event 526 Christmas Cards 386 International Event 381 StandingOrder 370 Uniform 262 Cake Sale 252 Donations 193 Junior PSA 171 Year 6 Leavers 109 Non-Uniform Days 87 Asda cashpot 74 CommunityFundraising 42 EasyFundraising 42 Welcome Bags Subscription General Expense	Expenditure to the nearest (£)
Summer Fair	6429	2600
School Lottery	6179	1312
Christmas Fair	3320	444
Movies and Munchies	2349	388
Parent Quiz	1735	160
Marathon	1553
Disco	1251	383
Easter Trail	709	226
Dad's Event	526
Christmas Cards	386
International Event	381	190
StandingOrder	370
Uniform	262
Cake Sale	252
Donations	193
Junior PSA	171
Year 6 Leavers	109	530
Non-Uniform Days	87
Asda cashpot	74
CommunityFundraising	42
EasyFundraising	42
Welcome Bags		19
Subscription		162
General Expense		360
Sub total 26,418		*6,774*

Section C Charitable expenditure breakdown

Section C Charitable expenditure breakdown	Section C Charitable expenditure breakdown
Payments to the school Little Wandle Letters and Sounds SDP1 White Rose Maths Subscription Feast of Sacred Heart Playground improvements in 2024/25		Expenditure to the nearest (£)
		1,355
		200
		200
		18,000

*Sub total*		*19,755*

Independent examiner's report on the accounts section A Independent Examiner's Report Tenor to the trustees Sacred Heart Catholic Primary School (New Malden) PSA gee a On accounts for the year | July 20™ 202 h Charity no | 1146443 ended a (if any) | report to the trustees on my examination of the accounts of the above charity (“the Trust’) for the year ended 31 / 07 / 2024. 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’).

| 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, | have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent The charity's gross income exceeded £25,000 and | am qualified to
examiner's statement undertake the examination by being a qualified member of The Chartered Institute Of Management Accountants.

IER

| have completed my examination. | confirm that no material matters have 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: e the accounting records were not kept in accordance with section 130 of the Charities Act; or
e the accounts did not accord with the accounting records: or e the accounts did not comply with the applicable requirements conceming the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts givea ‘true and fair’ view which is not a matter considered as part of an independent examination.
Fe | 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: GS YY: Date: | Zo(2[20 | Name: |GARY WHITE ACMA CGMA a cee ee
qualification(s)Relevant professionalor body ||ACCOUNTANTS/CHARTERED INSTITUTE OF CHARTERED MANAGEMENT 1 Oct 2018

(if any): ie , “re ue iter Tale. | ede ish | aed Address: | 14 BLENHEIM ROAD rigs eeePench ei ast Savery, 2 4 Vie aagae

| | |

| | | | | |

| | |

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 |No issues to disclose. any items that the examiner wishes to disclose.

IER 2

Oct 2018