2023-08-31-accounts

Trustees’ Annual Report for the period

From 01.09.22 Period start date To 31.08.23 Period end date Charity name: Adlington Primary School Parent Teacher Association

Charity registration number: 1165477

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	This is a primary school Parent-Teacher Association that raises money to help support the 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	Fundraising events include summer and Christmas fairs, social events and sponsored events.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees are aware of the guidance issued by the Charity Commission.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 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 charity has fundraised for a mini bus for Adlington Primary School which was purchased in Autumn 2022. This was to enable the school to take children on school trips and sporting events more frequently.

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 held £21563 in the bank account at the end of the period
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The charity accumulates funds throughout the year and donates to the school as and when required.
Amount of reserves held	Para 1.22	£21563 at 31.8.22 in the current account
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	N/a

Additional information (optional) You may choose to include further statements	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
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
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Volunteer trustees
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	Voting of trustees in/out

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	Adlington Primary School Parent Teacher Association
Other name the charity uses	None
Registered charity number	1165477
Charity’s principal address	Higher Sugar Lane Farm Adlington Macclesfield SK10 5SL

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 (ifany)
	Chloe Rutter	Chair	Wholeyear
	Nicole Hanson	Treasurer	Wholeyear
	Chantelle Scullion		Wholeyear
	Mark Eade		Wholeyear

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

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)

Type of Name Address adviser

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) Position (eg Secretary, Chair, etc) Date
	Nicole Hanson	Chloe Rutter
	Treasurer	Chair
	18.04.24
	18.04.24

CHARITY COMMISSION FOR ENGLAND ANO WALE5 ADL￿NGrON pRI￿ARy 5CJ400L PARENT TEACHER ASSOC5ATION Recei ts and pa ments accounts CC16a Tts 31fvW2023 Section A Receipts and pa ments Unresirf¢tyd En¢Jowmtnt luthO& Total fundi La•ty•4r Al Re¢81 E¥er&i 21791 léry Sub total(Gffjss income lorAR) A2 ￿teland Invmtfflwt Mlu. IM• 21013 22.Ot3 JPa ments •,264 Lollqry L￿￿$4 140 411 149 10 l) W¢Ql. Fothl 71 WTtthTri ¢onknnPArt conknnulitsl 1.02Q 609 Su) loi•l 11.22 see t•bl•l Sub ¢0 J•,W6 Nel olrecelpW(p•ymentsJ Tr•f•rn btstw•n fundi A6 CMh funds Itityoaf •twJ Ca8h funds Ihl$ yt•rend 6,766 t7.141 21.563 17.14 21.563 11,313 17.148 CCXX Rl accounts15SI 21103n024

Section B Statement of assets and liabilities at the end of the period Categories Unrutrithd fvndj Restrlctsd fund• Endowment funds B1 C••h funds cx Details 82 Other monetsry ass•ts Oet8418 B3 In￿l￿•nt aM•t Details c¥ThIni￿U•IoPlIOfftI1) B4 A888t• rotalned for th• l ¢h•dty'• ovm us• Detsils Ml4y Al¥Jwrtdu•{opknal Vkndu•loptsoA4} B5 Ll•bllnl•$ sr.*&'1Lv" 41 th• blJWe• D¥tsof•pprw41 C(XX R2 ac¢wnrslSSI 1110312024

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteosl members of Adlington Primary School Parent T8acher Association On accounts for the year ended 31 August 2023 Charity no (rfany) 1165477 Sot out on pagès On fom CC16a mhtsr irhrli￿￿ rli I report to the trustees on my examination of the accounts of the above charity ("the Trusf) for the year ended 3110812023. Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirernents of the Charities Act 2011 (°the Acr). I report in respect of my examination of the Trust's accounts Garried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14q5Xb) of the Act. I have completed my examination. I confimi that no material matters have come to my attention in connectron with the examination which gives me cause to believe that in. any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no COn￿mS and have come across no other matters in connection with the exarnination to whith attention should be drawn in order to enabl8 a proper understanding of the accounts to be reached. Independent examinerfs statement Slgned: Date.. Namo: Ahsan Miraj Relevant professional quaiifi¢ation(s) or body {rf any): Institute of Chartered Accountants in England and Wales Addross: Bright Grahame Murray Emperorfs Gate, 114a Cromwell Road, Kensington. London SINT 4AG Section B Disclosure Only complete if the examiner needs to highlight matters of concern Ise8 CC32. Independent examination of charity accounts: dir8Ctions and guidance for examiners). IER October 2018

Glvo hero brief detalls of i any items that the oxaminor wlshes to dlsclose. None. IER October 2018