## **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
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**
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**e of**
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**entit**
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**(if**
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_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 **----- Start of picture text -----**
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
**----- End of picture text -----**
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£S*4F IrL£) PQI ¥Kl4EY frboo FwErn)(Jg fvg£oC4 PETI or On aGcounts for the year ended 3 1181202* Charty no.: I1￿3*9 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 Ca￿led 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