2024-08-31-accounts - St John & St Francis Church School PTA

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

Trustees' Annual Report for the period

Period start date Period end date 01 Sept 2023 31 Aug 2024

From To

Section A Reference and administration details

Charity name St John & St Francis Church School PTA

Other names charity is known by OSCAR Registered charity number (if any) 1160174 Charity's principal address Westonzoyland Road Bridgwater Somerset Postcode TA6 4XE

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year
Paul Radford	Co-Chair
Sarah Kennedy	Co-Chair
Phillipa Warton- Browne	Treasurer
Natasha Tottle	Secretary
Vikki Venner
Emma Russell
Heather Culshaw
KellyPear
Lisa Gunningham
AmyGallagher
Laura Ensor
Faye Watts
DougHillard







Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name		Dates acted if not for whole year

Sept 2019

TAR

	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)

	Section B	Structure, governance and management
Description of the charity’s trusts
	Type of governing document		Constitution (adopted 20/10/2014)
	(eg. trust deed, constitution)
	How the charity is constituted (eg. trust, association, company)		Parent, Teacher Association consisting of approximately 9 parents and teacher	1
	Trustee selection methods (eg. appointed by, elected by)		Members are elected or re-elected at the annual general meeting held in September.
Additional governance issues (Optional information)
Youmay chooseto include additional information, where			The Association works alongside St John & St Francis Church school to advance the educational experiences of the children.
relevant, about:			The Association supports local businesses and the community with
	policies and procedures		advertising services and local events on our Facebook page and within
	adopted for the induction and		the school newsletter.
	training of trustees;
	the charity’s organisational		All trustees give their time voluntary and receive no remuneration or other benefits.
	structure and any wider
	network with which the charity
	works;
	relationship with any related
	parties;
	trustees’ consideration of
	major risks and the system
	and procedures to manage
	them.

Section C Objectives and activities

Sept 2019

TAR

TO ADVANCE THE EDUCATION OF THE PUPILS IN THE SCHOOL IN PARTICULAR BY: DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF, Summary of the objects of the PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL. charity set out in its governing ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT document WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS. In planning our activities for the year, we kept in mind the Charity Commission’s guidance on public benefit at our meetings. Our focus is on advancing the educational experiences of the children within our school. We include the children in our fundraising events by offering them opportunities to run their own stalls or enter competitions. E.g., fairs and science/design competitions We also provide social fundraisers for the children allowing them life skills experience in a safe environment. E.g., discos and movie nights Summary of the main activities Our children range from 4-11yrs old and incorporates diverse undertaken for the public backgrounds, cultures, languages, and abilities. benefit in relation to these objects (include within this Our local community is important, and we strive to support them as much section the statutory as they support us. declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

Sept 2019

TAR

Money raised is used to fund projects around the school. Criteria has been agreed to make sure projects adhere to our charity’s objectives and benefit the majority of children in the school. Projects can be requested by teachers, parents and children. The proposals are discussed and voted on by the committee making sure it fulfils the required criteria.

You may choose to include further statements, where relevant, about:

Our volunteers make a huge difference to the children’s education through fundraising events and the projects we fund. They help us maintain good links with parents and the local community. We are incredibly grateful for all their time and effort.

policy on grantmaking;
policy programme related investment;
contribution made by volunteers.

Section D Achievements and performance

Sept 2019

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Section D Achievements and performance

Summary of the main achievements of the charity during the year

We have had various non-uniform days, in exchange of donations towards the Christmas Fair. The children enjoyed designing their own Christmas cards which parents then bought.

Over the year we have funded the Christmas parties at school with a gift for each child and a visit from Father Christmas.

We also managed to arrange a leavers service for our Year 6’s so the children could have some fond memories of their last moments at primary school before they move up to secondary. They also learnt important first aid skills supplied by St John’s Ambulance.

We have also managed to have a disco again for all year groups, which the children really enjoyed.

We have funded a Defib for the community which is located at the school gates

All the school enjoyed a visit from Rocktapus and parents were able to watch videos the children had produced.

We match funded what Year 6 had raised towards parking buddies to help make the road outside our school safer.

Sports equipment was bought for the whole school to use, as well as shelter for outside events such as sports day.

We also assisted all classes who requested extra funds towards school trips.

Section E Financial review

Sept 2019

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Brief statement of the charity’s policy on reserves

We try to hold a reserve of £1500 to cover expenses of events. Any unrestricted funds remaining at the end of the year are taken over into the next school year to fund projects within the school.

Details of any funds materially in deficit

Not applicable

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

the charity’s principal sources of funds (including any fundraising);
how expenditure has supported the key objectives of the charity;

The principal funding this year has been through events which raise a substantial sum which goes towards our projects.

Our projects this year have continued to make sure every child get to visit Father Christmas and our leavers all experienced an equally fun and social end to their primary school life.

Also to provide a defibrillator for the school and the local community.

investment policy and objectives including any ethical investment policy adopted.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Phillipa Warton-Browne Sarah Kennedy Full name(s) Phillipa Warton-Browne Sarah Kennedy Position (eg Secretary, Chair, etc) Treasurer Co-Chair Date 14/09/2024	Signature(s) Phillipa Warton-Browne Sarah Kennedy Full name(s) Phillipa Warton-Browne Sarah Kennedy Position (eg Secretary, Chair, etc) Treasurer Co-Chair Date 14/09/2024	Signature(s) Phillipa Warton-Browne Sarah Kennedy Full name(s) Phillipa Warton-Browne Sarah Kennedy Position (eg Secretary, Chair, etc) Treasurer Co-Chair Date 14/09/2024
	Treasurer	Co-Chair
	14/09/2024
	14/09/2024

Sept 2019

TAR