Trustees’ Annual Report for the period
From: 1.9.2023 Period start date To: 31.8.2024 Period end date Charity name: Marshfield Primary School Parents & Friends Association
Charity registration number: 1157349
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Marshfield Primary School Parents & Friends Association exists to raise funds, provide experiences and opportunities for the advancement of learning, wellbeing and enjoyment of Marshfield Primary School pupils. This is achieved by a series of events, activities, workshops, community and business engagement, as well as the purchasing of equipment and resources for the benefit of pupils and 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 |
Activities included fundraising events, sales, pupil learning and wellbeing improvement activities, alongside grant applications, business engagement, and school enrichment support such as through provision of volunteers. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | I confirm the trustees have had regard to the Charity Commission’s guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Para 1.38 | The charity relies in the vast majority from volunteers- whether that be parents, community members, or staff from the |
| Contribution made by volunteers |
school in which it aims to support. The contribution is vast, and the charity wouldn’t be able to fulfil it’s aims and objectives without volunteer time and skills. |
|
|---|---|---|
| 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 year has been a busy one for the charity, with a full calendar of events, activities, and engagement with the beneficiaries, as well as behind the scenes work to increase impact, efficiency, and public benefit. Fundraising The Autumn term: We took part in community events with the local Football Festival to raise money, as well as ‘treat’ sales in September. We completed our annual Christmas fundraising during our busiest time of year with a series which involved creating Christmas Cards, pupil shops, disco, raffle and fayre- much loved experiences by the children. We Also auctioned off a series of event tickets donated to us by Utilita Arena. Spring term: Pre-loved uniform sales, uniform fundraising, pupil shops for Mother’s Day, and an Easter event saw the engagement of pupils and parents in charity activity. Summer term: The main event of the year was a brand new engagement activity for parents and pupils, with a circus coming to the school grounds with a small fayre alongside. This was developed as a fun community engager for the beneficiaries, rather than a direct fundraiser. We also completed ‘treat sales’ on Fridays after school in good weather, and worked hard to maximise income from more passive projects such as through ‘Easy Fundraising’ within the community. Beneficiary impact All of our work is completed with the beneficiaries – the pupils of Marshfield School- at the forefront of decision making. More often than not, each event and activity that we run will aim to benefit the |
children twice. Once through the activity and experience, learning, or wellbeing development through taking part in that activity, and again through benefitting from any funds raised where applicable. Where the pupils are not directly benefiting from the activity itself, the parents or school community do – and the pupils enjoy the funds raised! STEM skills development: Donation and facilitation of nearly £11,000 worth of IT equipment, with support from a Nominet grant. Provision of robotics and engineering resources to futureproof learning and improve employability skills- therefore with wider societal benefit. Enhancing sport provision, opportunity and inclusion The main focus for us this year was sport inclusion and provision. Donation of sports equipment was made to enable both in and after school sport provision and resources for all pupils across the school. Funding sports teams kits for three sports teams at school was also completed with support from a local business – including one new team for girls not ever done before at the school, enhancing provision for girls’ inclusion in sport. Equally funding for gymnastics equipment to replace or develop aging and limited resource benefited the whole school and will for many years to come. Safety Provision of custom road safety bollards in conjunction with local council to further protect beneficiaries and the wider community. Literacy development in early years. Donating books for Nursery pupils, whereby books may not have been well utilised at home- therefore developing literacy provision and raising enjoyment and attainment in reading in early years. School trips and learning Contributing to learning outside of the classroom through part funding the Year 6 residential in Llangrannog, allowing all students to attend this much-loved trip.
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 | 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 | The charity is in a great financial position at the end of the period, even after donating large sums of money / resource to the beneficiary compared to many other years. There has been a solid income, healthy use of funds throughout the year, as well as closing bank balance at the end of the year to enable the charity to plan for the future and think long-term in it’s public benefit. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held this year for two reasons: 1. To allow for any challenges in the next financial year of fundraising, in order to pay for donations committed to. 2. To add to the subsequent years’ fundraising in order to pay for a larger project – most likely a school library project. |
| Amount of reserves held | Para 1.22 | £10,846 closing bank balance. |
| 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 | No concerns about the charity continuing next year. Risk falls in reliance on volunteers in terms of the quantity and quality of fundraising- but activity will be completed. |
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 | Parental support Business support Grants |
|---|---|---|
| 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 | Risk is kept low due to the nature of the work that we do- we have no fixed assets, commitments, salary or regular costs. |
| Other | ||
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution provided by ParentKind. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Registered Charity |
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 selected by the members of the charity - parents, guardians, school staff and the community - who nominate and vote based on skills, experience, and desire to be leading and setting the direction of the charity. |
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 | Marshfield Primary School Parents & Friends Association |
|---|---|
Other name the charity uses |
MARSHFIELD PFA |
| Registered charitynumber | 1157349 |
| Charity’s principal address | Marshfield Primary School, Marshfield Road, Castleton, Cardiff, CF3 2UW. |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year Nam e of pers on (or bod y) entit led to app oint trust ee (if any) |
|---|---|---|---|
| Bonnie Hall | Chair | Wholeyear |
|
| Joanne Healan | Treasurer | 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)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|---|
| Type of adviser Name Address |
|||
| Name of chief executive or names of senior staff members (Optional information) | |||
Exemptions from disclosure
Reason for non-disclosure of key personnel details
n/a
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) Full name(s) Bonnie Kimberly Hall Position (eg Secretary, Chair Chair, etc)
Date 20.6.25
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2023/24
Balance b/f 6978.51
Date Event Income Expenditure Profit/Loss
15/9/23 Cookie sale 61.00 0.00 61.00
15/9/23 Football fest 300.00 0.00 300.00
Halloween party 197.50 11.00 186.50
Christmas Cards 1373.38 0.00 1373.38
Christmas Fayre 2239.09 655.51 1583.58
Christmas Shops 3010.70 1390.95 1619.75
Christmas Y Maerun disco 87.50 6.00 81.50 Receipt lost for box of sweets £6
Raffle 1881.00 103.62 1777.38 Receipt in invoice folder
Bryan Adams 50.00 0.00 50.00
Michael McIntyre 210.00 0.00 210.00
After school sale 26.00 0.00 26.00
Pre-Loved Sales 135.27 0.00 135.27
Uniform/Ties/Bags 441.50 345.80 95.70
Mothers Day Shops 2989.50 1547.53 1441.97
Easter 555.50 299.60 255.90
Circus ticket sales 2441.15 1650.00 791.15
Circus fayre 749.50 279.30 470.20
Fathers Day shops 2504.00 1023.20 1480.80
Ice pop sales 0.00 93.75 -93.75
Circus Incidentals (circus receipt folder) 0.00 85.17 -85.17
Event box 0.00 12.25 -12.25
EASY fundraising 501.83 0.00 501.83
Total 19754.42 7503.68 12250.74
EUI donation 500.00 0.00 500.00
Sports kit donation 1200.00 1698.00 -498.00
Sport equipment 0.00 329.00 -329.00
Freezer 0.00 255.86 -255.86
Nominet grant - IT to school 10000.00 10000.00 0.00
Internet hosting fee (Penguin) 0.00 36.00 -36.00
Clearwell farm donation 120.00 0.00 120.00
Bank charge 0.00 60.00 -60.00
Traffic signs 0.00 686.34 -686.34
Nursery books 0.00 93.58 -93.58
Newport council 0.00 20.00 -20.00
Parentkind Insur 0.00 153.00 -153.00
Amazon vouchers (class competition) 0.00 30.00 -30.00
School donations (gym equipment and Llan 0.00 6102.50 -6102.50
Printer ink (Chrissie - no receipt) 0.00 3.90 -3.90
IT school donation 0.00 751.80 -751.80
Total Non Event Financials 11820.00 20219.98 -8399.98
Overall Total 31574.42 27723.66 3850.76
1/9/23 opening balance 6,978.51
Bank balance 10,829.27
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CHARITY COMMISSION I FOR ENGLAND ANO WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesldire¢torsl m8mbers of fYIFt£S4F IrL£) PQI ¥Kl4EY frboo FwErn)(Jg fvg£oC4 PETI or On aGcounts for the year ended 3 1181202 Charty no.: I139 Company no.: Set out on pages I POrt to the charity trustees on my examination of the accounts of the Company for the year ended .. Responsibilitles and basis of report As the charity's trustees of the Company (who are also the directors of the company for the purposes of company law), you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ("the 2006 Act"). Having satisfied myself that the accounts of the Company are not required to be audited for this year under Part 16 of the 2006 Act and are eligible for independent examination. I report in respect of my examination of your charity's accounts as Caled out under section 145 of the Charilies Act 2011 (Yhe 2011 Acf). In carrying out my examlnation, I have followed the Directions given by the Charity Commission (under seclion 145(5)(b) of the 2011 ACL Independènt exarnlner's statement Delete [ ] tf not applicable. I have complet8d my examination. I confirm that no material matters have come to my attention (oth8") which gives me cause to believe that.. ' accounting records were not kept in ac£ordance wth section 386 of the Companies Act 2006. or . the accounls do not accord with such records. or . the accounts do not comply with relev8nt accounting requirements under section 396 of the Companiès Act 2006 other than any req uirement that the accounts give a Irue and fair, view which is not a matter considered as part of an independent examlnaiion; or .the accounts have not been prepared in accordance with the Charities SORP (FRS102). IER October 2018
I have no concems and have acr95s no other matters in GonneGtion with the examinalion 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 th8y do not apply. Signed: Date: 16 zf. Name: Relevant professional qualification(s) or body lif any): Addréss: E ucc fv2oL/& rtJPIo 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 examiner5). Glve here brief details of any items that the examlner wishes to disclose. IER October 2018