Trustees’ Annual Report for the period
From: 1.9.2024 Period start date To: 31.8.2025 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 its 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 running a Halloween Party in partnership with a local business to raise money. 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 carried out fundraising during the annual Christmas carol concerts with parents, with volunteers selling refreshments. We also took part early on in the year in the partnership fundraising with Asda Cashpot and spent many volunteer hours on maximising this work - and were thrilled to be awarded £1,580. Spring term: Pre-loved uniform sales, uniform fundraising, pupil shops for Mother’s Day, and an Easter disco for the first time, saw the engagement of pupils and parents in charity activity. Summer term: As well as ‘Pupil shops’ for Father’s Day this term, the main event of the year was a brand new engagement activity for parents and pupils, with a Colour Run event, run and managed by the PFA in conjunction with the school. This was developed as a fun community engager for the beneficiaries, rather than a direct fundraiser and was really popular. 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’ and ‘Stikins’ 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! A large part of our fundraising this year has been for a library project that will take place next financial year. We are excited to have raised the necessary funds of £15,000 for this project, and look forward to seeing it’s creation. Other smaller outputs this year have been: STEM skills development: Donation and facilitation of Maths equipment to Year 5 and 6. Enhancing sport provision, opportunity and inclusion Further developing our work in sport development at the school, we were pleased to donate kit holdalls for all of the team kits donated last financial year. Class development We were pleased to be able to provide every class teacher with an allowance at various points in the year to spend on materials and equipment needed for their classes, which was very much welcomed.
Literacy development.
We are thrilled to be able to support ad hoc projects that the pupils may require funds or other support for through the year. One such example was a project by Year 3 pupils who had an opportunity to share their class work on sport development on an international stage through the Welsh Rugby Union and community, which we gladly funded.
School trips and learning Again we organised and facilities a trip from Father Christmas into the school, which is a
much loved event for all children, working with local charity ‘Latch’. Also we were pleased to again contribute 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 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 | 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. 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 its 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 any urgent needs or a larger project. Specifically this year, funds were held for spend in 2025/2026 for a large library project. |
| Amount of reserves held | Para 1.22 | £22,330.62 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 | Little to 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 to some capacity. |
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/ community 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, financial 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 Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|
| Bonnie Hall | Chair | Wholeyear | |
| Christine Hemmings |
Vice Chair | Whole year | |
| Claire Jackson | Secretary | 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 01.6.26
| 2024/25 | Comments | |||
|---|---|---|---|---|
| Balance b/f | 10840.89 | |||
| Event | Income | Expenditure | Profit/Loss | |
| Misc stock sales | 10.00 | 10.00 | ||
| Halloween party | 202.50 | 12.00 | 190.50 | Receipt lost - 2 boxes Haribo |
| Christmas Cards C | o 1245.25 |
1245.25 | ||
| Christmas Fayre | 2322.18 | 602.34 | 1719.84 | |
| Christmas Shops | 3053.60 | 1806.24 | 1247.36 | £66.57 refund fron CPW for stock not available |
| Christmas Y Maeru | 2.50 |
2.50 | Didn't go ahead. Parent donation | |
| Raffle | 2777.00 | 93.06 | 2683.94 | |
| Pre-Loved Sales | 262.91 | 262.91 | ||
| Uniform/Ties/Bags | 427.50 | 580.26 | -152.76 | |
| Special projects (PALS/Craft/Year 6 pr | o 127.00 |
-127.00 | ||
| Mothers Day Shop | 2533.50 | 1628.25 | 905.25 | |
| Easter disco | 1052.55 | 326.91 | 725.64 | Sweets and gift for Mr Jones (see tab) |
| Concert tickets | 286.02 | 286.02 | ||
| Xmas concert refre | 647.56 |
647.56 | ||
| Fathers Day shops | 2435.00 | 1003.82 | 1431.18 | |
| Colour run | 2484.15 | 2333.40 | 150.75 | |
| Ice pop sales (July | 370.86 | 370.86 | ||
| Ice pop sales (May | 403.25 | 133.34 | 269.91 | |
| Misc | 30.00 | 30.00 | ||
| Tea and coffee don | 118.60 |
118.60 | ||
| Fathers Day stock 2026 | 8.60 | -8.60 | ||
| EASY fundraising | 406.38 | 0.00 | 406.38 | |
| Total | 21071.31 | 8655.22 | 12416.09 | |
| Mcc donation for s | 300.00 |
300.00 | ||
| Stilkins commision | 32.58 |
32.58 | ||
| Kit holdalls Gymstash | 180.00 | -180.00 | ||
| Lloyds Match fund | 1500.00 | 1500.00 | ||
| Year 3 printing project | 100.00 | -100.00 | ||
| Latch donation | 75.00 | -75.00 | ||
| Llangrannog donation | 2079.75 | -2079.75 | ||
| Church cinema do | n 189.30 |
189.30 | ||
| Asda cashpot | 1580.93 | 1580.93 | ||
| Amazon xmas class vouchers | 460.00 | -460.00 | ||
| Class donations (tea/coffee) | 1460.00 | -1460.00 | ||
| EUI donation (adm | 497.53 |
497.53 | ||
| Internet hosting & domain | 54.00 | -54.00 | ||
| HSBC monthly bank charge £5 | 60.00 | -60.00 | ||
| Metro transaction charges | 66.30 | -66.30 | ||
| Newport council lotteries | 20.00 | -20.00 | ||
| Parentkind membership DD | 162.00 | -162.00 | ||
| Maths equipment (EUI donation) | 309.65 | -309.65 | ||
| on Event Financials | 4100.34 | 5026.70 | -926.36 | |
| Overall Total | 25171.65 | 13681.92 | 11489.73 | |
| 1/9/24 opening balance 10,840.89 Account balance 22,330.62 HSBC Balance 18,237.92 Metro opened Fe Metro Balance 4092.70 22330.62 Difference 0.00 |
| CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trusteesldirectorsl m8mbers of MRISt1fi6LD f 11 MAQY PAfoMrS PsS£oc4 On a¢¢ounts for the year ended Flu& Q£JiS Charity no.: li51 34-9 Company no.: Set out on pages I report to the charity trustees on my examlnation of the accounts of the Company for the year ended Responslbllltles and ba$1$ of report As the charity's trustees of the Company (who are a180 the directors of the company for the purposes of MpanY law). you are responsible for the preparation irf the accounts in accordance with th8 requirements of the Companies Act 2006 ('Ihe 2006 Act'l. Havlng satisfied myself that the aeeounts of tho Company aro 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 rny examination of your charlty's accounts as carrfed out under section 145 of the Charitl8s Act 2011 {'the 2011 Acf). In carying out my examination, I heve followed the Directions given by the Charity Commission (under section 145(SMbl of th8 2011 Act. Independent exarniner's statement apth8. Delete [ l rf not applicable. I have completed my examlnallon. I confimi that no material matters have come lo my attention (other than that disdosed below ') which gives me cause to believe that: accounting records were not kept in acoydance with section 386 of the Companies Act 2006: or . the accounts do not accord with such records: or • the accoiints do not comply with relevant accounting requirements under section 396 of the Companies Act 2006 other than any requirement that the accounts give a 'true and fair, view which is not 8 matter considered as part of an independenl ex3minalion- or .th8 accounts have not béan prepared in acwrdance wtth the Charities SORP (FRS102). IER October 2018
I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order lo enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Signed: Date: Name: Relevant professional qualification{s) or body lif any): Address: ucc GRoL/ Section B Disclosure Only complete if the examiner needs to highlight material matters of conrn (see CC32, Independent examination of charty acc£sunts: directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. IER October 2018