2024-08-31-accounts - Rokesly Psa

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Trustees’ Annual Report for the period

From 01/09/2023 Period start date To 31/08/2024 Period end date

Charity name: Rokesly PSA

Charity registration number: 1177109

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Rokesly’s PSA’s objectives are to advance the education of pupils in the school (being Rokesly Infant & Nursery School and Rokesly Junior School) and to help promote an inclusive community, in particular by: ● Developing effective relationships between the staff, parents and others associated with the school. ● Engaging in activities or providing facilities or equipment which support the school and advance the education of pupils.
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	We held a full calendar of events in what was a busy and successful year for the PSA. Each event was organised by the PSA committee, class representatives and parent/carer volunteers at the school. The meetings and fundraising events held include the following- ● A mixture of PSA coffee mornings and evening meetings to keep parents and carers and staff updated on PSA activities and approve the school’s funding requests. Head teachers had time on the agenda at all meetings. ● The AGM was held online in November 2023 and was well attended. We will consider whether it is better to hold the AGM online or in person in future years. ● We held many events throughout the school year such as cake sales, discos, quizz, raffle, readathon and outdoor cinema.

		● We also held our three biggest fundraising events which were all hugely successful. The festive fair raised £5.9k, the auction raised £10.1k and the summer fair raised £8.4k. We are hugely grateful to the committed and hardworking groups of parents who took on the task of organising and running these events. They are vital,not only for fundraising, but also for building community and engagement within the school. ● We ran a targeted online fundraising appeal to support the refurbishment of the junior school library. This was a huge success and generated £2.2k to use towards the update. We found that having a specific project to contribute towards encouraged engagement and donations and we aim to work with the school to identify further opportunities for this. ● We also sold Rokesly branded merchandise and festive puddings online. ● We continue to promote workplace giving schemes and corporate sponsorship as alternative funding options.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	In planning our activities for the year, we kept in mind 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
Contribution made by volunteers	Para 1.38	Rokesly PSA aims to be an inclusive parent staff association. Responsibility for organising fundraising events is spread across the year groups. The aim

of this approach is to promote a sense of collective responsibility and to avoid too great a burden being placed on a small group of individuals. The Rokesly PSA operates a network of class representatives to assist in communication with parents and the coordination of 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	It was an extremely busy year, with a full calendar of events. The PSA committee worked hard to organise and run the events and this should be celebrated and recognised. Not only did we raise a fantastic amount, meaning we were able to agree all of the fundraising requests received from the school, but we were also able to come together as a community to socialise and build connections. The children loved being able to attend all of the events and have fun with their school friends. We trialled a strategy to use parental skills to support the library refurbishment in the junior school. The project team formed to design and execute the improvements did a fantastic job and many members of our school community came together on designated working days to help paint, wall paper, create murals and sew cushions. It was a huge team effort and the children are thrilled with the result. We also sourced additional books from the community to fill the newly installed book shelves. Our bank balance is looking healthy and we are in a good position to fund further projects going forward. Our continued engagement with the local community is an achievement. We have been supported wonderfully with sponsorship, raffle prizes, donations and stalls at our fairs.

Additional information (optional) You may choose to include further statements where relevant about:


	Achievements against	Para 1.41
	objectives set
	Performance of fundraising
	activities against objectives	Para 1.41
	set
	Investment performance	Para 1.41
	against objectives
	Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Our financial position is good, with a surplus in the account which can be used to support further projects and fundraising requests from the school.
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The reserves that we have set aside provide financial stability and the means for the development of our principal activity. We intend to maintain our reserves at a level which is at least equivalent to 60% of one year’s expected ‘normal’ funding requests to allow the charity to continue supporting its objectives if donations were to reduce. The trustees review on a termly basis the amount of reserves that are required to ensure that they are adequate to fulfill our continuing obligations and to make sure the funds are fairly distributed between the schools.
Amount of reservesheld	Para 1.22
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23

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	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 by Rokesly PSA members or co-opted by trustees

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	Rokesly PSA
Other name the charity uses
Registered charity number	1177109
Charity’s principal address

Names of the charity trustees who manage the charity

Trustee name	Office (if any)	Dates acted if not for whole year Nam e of pers on (or bod y) entit led to app oint trust ee (if any)
Daniella Bowyer	Chair	02 September 2024
SallyKing	Co-treasurer	22 June 2023
Sylvie Agenet	Secretary	16 November 2022

– 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 held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for 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

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) Daniella Bowyer Full name(s) Daniella Bowyer Position (eg Secretary, Chair Chair, etc) Date 26/6/25

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