## **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
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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 con￿rn (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