## **Trustees’ Annual Report for the period**
## **From 01.09.2019 Period start date To 31.08.2020 Period end date**
## **Charity name: Westfield First School Parent Staff Association**
## **Charity registration number: 1149519**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|To raise money to provide the school with
equipment and extras that enhance the
experience of pupils (age 3-11) who attend
Westfield Primary 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|W1SPA is run by members who voluntarily
provide a great contribution of effort and
resources to support the school in various
fundraising activities. The fundraising
benefits the school and its pupils.|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|All trustees have reviewed and understood
the guidance on public benefit issued by
the Charity Commission.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference _This is not applicable to the charity_ Para 1.38 Policy on grant making _This is not applicable to the charity_ Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other
## **Achievements and Performance**
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SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**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|Despite the unprecedented situation posed
by the Covid-19 pandemic, W1SPA
managed to raise an overall surplus for the
year (paying due consideration to_monies_
_owed to the charity and liabilities payable_
_by the charity_), of £2,218.
The biggest fundraising events and
activities held during the year were as
follows:
- Christmas fair and parties;_profit of_
_£2,193_
- Weekly Art Club:_profit of £516_
- Cake sales:_profit of £511_
- Quiz night:_profit of £494_
- Halloween disco:_profit of £389_
- Wine tasing:_profit of £326_
- Film night:_profit of £266_
- Mr Banana head event:_profit of £146_
- Christmas cards:_profit of £120_
- Book hunt:_profit of £90_
- Bingo:_profit of £55_
We repeated the Santa Sleigh event and
were able to raise a fantastic £945.50 due
to a great team of volunteers.
We continued to make money through the
Supermarket voucher scheme, Giving
Machine, second hand uniform sales and
Bags2school.
£5,000 was put aside into the BMM
account to provide for future computer
equipment purchases as and when they
are required.
W1SPA were able to provide substantial
funding totalling £7,524, for experiences
and learning support materials in response
to a teacher’s Wish List. This included
science resources and books for all
classes, funding P.E. Equipment, as well
as funding for a Chinese Ribbon Dance
(one-day) Workshop and a Bollywood
Dance workshop.
Furthermore, we funded coaches for the
Y2, Y3 and Y4 trips as well as entry for the
Y2 trip to Mountfitchet Castle. We funded
Art Supplies, a flipchart, water bottles for
Reception, Sand and water trays, Two
Classroom Carpets (Fruit Square and Back
to Nature themes), together with
contributing towards the leaver’s hoodies.|
The Covid-19 pandemic and the resulting school closures and lockdowns from March through to August 2020, has undoubtedly had a significant impact on the Charity and its fundraising ability, as planned events were cancelled – including one of the biggest fundraising events of the year, the Summer Fair.
**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|It has been noted that fundraising events
have recently been making less money
than in previous years and so we are
adapting our events to suit the changing
needs of the school. We continue to
welcome feedback from parents as to what
will engage them and to encourage new
parent volunteers to get involved in future
events.|
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
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Review of the charity’s Para 1.21 At the end of the period total reserves were
financial position at the end £39,366. The BMM account held £25,160
of the period as a fund for replacing IT equipment in
future years, together with the Charity’s
current account with a balance held of
£14,156. The petty cash balance held was
£50.
Statement explaining the Para 1.22 W1SPA aims to spend a large proportion of
policy for holding reserves the funds that it raises within the relevant
stating why they are held school year, with the following provisions:
- Sufficient reserves must be kept on a
monthly basis to cover outlay on
Supermarket vouchers (for this reporting
period approx. £2,400 per month)
- Sufficient reserves must be kept covering
expenditure during the Winter Term until
the significant cash injection of
fundraising from the Christmas Fair
- W1SPA aims to reserve £5,000 per year
into the BMM account to replace IT
equipment. If W1SPA identifies other
long term fundraising projects, funds may
be reserved.
- W1SPA aims to avoid any kind of deficit
and spending is phased to protect this
situation. The Chair and other Trustees
meet regularly with the school to discuss
planned spending. Current cash levels
are a key consideration before
committing to fund future items.
Amount of reserves held Para 1.22 £39,366 as detailed above
Reasons for holding zero Para 1.22 Not applicable
reserves
Details of fund materially in Para 1.24 Not applicable
deficit
Explanation of any Para 1.23 Not applicable, no uncertainties
uncertainties about the surrounding going concern
charity continuing as a going
concern
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## **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
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 raised 22ndFebruary 2010|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|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|Trustees are appointed or reappointed at
the Annual General Meeting held in
September each year.|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**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|The management of the association shall
be vested in a committee, consisting of a
Chairperson, Secretary and Treasurer,
along with additional committee members.
These positions are voted for by the
parents of pupils at the school, who are the
W1SPA members.|
|Relationship with any
related parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
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Charity name Westfield First School Parent Staff Association
Other name the charity uses W1SPA, Westfield School Association
Registered charity number 1149519
Charity’s principal address Westfield Primary School
Durrants Lane
Berkhamsted
Hertfordshire
HP4 3PJ
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## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Sianne Plenderleith Chair W1SPA Members
2 Angharad Harrison Co-Chair W1SPA Members
3 Gina Shelton Treasurer W1SPA Members
4 Emily Perks Secretary W1SPA Members
5 Lisa Engel Committee Member W1SPA Members
6 Emily Millar Committee Member W1SPA Members
7 Bex Plenderleith Committee Member W1SPA Members
8 Paul Banham Committee Member W1SPA Members
9
10
11
12
13
14
15
16
17
18
19
20
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– 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 _Not applicable_ held in this capacity Name and objects of the _Not applicable_ charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for _Not applicable_ 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**
**Signature(s) Full name(s)** Gina Shelton **Position (eg Secretary,** Treasurer **Chair, etc) Date** 28/06/2021
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