## **Trustees’ Annual Report for the period** ## **From 01/08/2020 To 31/07/2021** ## **Charity name: Adams’ Grammar School Society** ## **Charity registration number: 1167131** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|A PTA that runs events and activities over
the school year. This raises funds for the
school in order to provide resources for
curricular and extra-curricular activity which
will benefit and enhance the pupils learning
and development.| |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|**Selling refreshments at school run**
**events. Summer and Christmas Ball.**
**Quizzes. Christmas Market.**| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|We, the trustees, confirm that we have taken
into account 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|School staff can apply for funding for a
particular purpose in writing.| |Policy on social investment
including program related
investment|Para 1.38|n/a| |Contribution made by
volunteers|Para 1.38|Ad-hoc volunteers help out at events, selling
refreshments, without necessarily taking part
in the organisation of the events.| |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|Due to Covid lockdowns and restrictions, the
activities of the PTA have been suspended
for this whole year. There have been no
events in school, and no meetings have
been held. The work of the 100 Club was
suspended as 2 people were needed to sign
the cheques. The charity did however,
managed to make a donation to the school’s
current capital campaign. The money helped
to fund the completion of a new sports
pavilion on the school’s playing grounds.
During this year, most members left, as their
children had left the school.| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |
Achievements against
objectives set|
Para 1.41|
Donation to school to fund the Pavilion was
vital to its completion, as their fundraising
efforts were also hampered by restrictions.
We left enough in the accounts so that the
PTA had enough to purchase stock for future
events.| |---|---|---| |Performance of fundraising
activities against objectives
set|Para 1.41|No active fundraising during this period| |Investment performance
against objectives|Para 1.41|No investments during this period| |Other||| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The charity has income coming in through
the 100 club, which still has people paying
in. Backdated draws will be done as soon as
we can meet in person so there are
witnesses to each draw.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|We wanted to leave enough so that the PTA
could get back up and running, but the
majority went to the Pavilion as this best
served the school.| |Amount of reserves held|Para 1.22|| |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|Uncertainty because as time passes being
unable to meet or do events, volunteers are
leaving because their children have moved
on. There will need to be a recruitment drive
when things are back to normal. We don’t
know if we will have enough volunteers to do
large events that bring in more money, such
as the Summer Ball, when such events are
allowed, which means we wouldn’t be
bringing in enough to warrant being
registered as a charity. There also may be a
reduced appetite for such events, reducing
attendance| ## **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|
Income from events organised – selling
refreshments at school events such as plays
and sports events. Also, events solely
organised by the PTA – Christmas and
Summer Balls, Christmas markets, Quizzes.
Auctions at some of these events. Some
sales of products – Christmas cards, second
hand uniform etc| |---|---|---| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|n/a| |A description of the principal
risks facing the charity|Para 1.46|All Covid related:
Lack of face-to face activity
Depletion of volunteers
Lack of large-scale events due to restrictions
and public feeling
Dwindling payments for the 100 club| |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|Unincorporated association| |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|Elected at AGM| ## **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|
Risk Management and conflicting interests| |---|---|---| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|Two trustees, main PTA organiser (not
trustee), PTA treasurer (not trustee), Charity
contact for admin purposes, other casual
volunteer members| |Relationship with any related
parties|Para 1.51|The charity works in collaboration with the
school, Haberdashers’ Adams, at some
events| |Other||| ## **Reference and Administrative details** |Charity name|Adams’Grammar School Society| |---|---| |Other name the charity uses|Haberdashers’Adams PTA| |Registered charitynumber|**1167131**| |Charity’s principal address|Haberdashers Adams
High Street
NEWPORT
Shropshire
TF10 7BD| ||| ## **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**|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Clare Buckler|Chair||| ||Debra Harris|||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – 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)**|**addresses of advisers (Optional information)**| |---|---|---| |**Type of**
**adviser**|**Name**
**Address**|| |**n/a**||| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Exemptions from disclosure** Reason for non-disclosure of key personnel details ## **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**