2025-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2024 Period start date To 31/08/2025 Period end date Charity name: Patcham Infant School PTA

Charity registration number: 1178860

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 charity fundraising group for Patcham Infant 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	We run events such as summer fayre, cake sales, christmas disco for the school to raise money for new projects and enrichment activities
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	Yes, our goals and objectives are all for public benefit only

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

SORP reference n/a Para 1.38 Policy on grant making n/a Para 1.38 Policy on social investment including program related investment n/a 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 events we run raise a huge amount of money for the school to support the funding of enrichment activities and projects around improving the school and its facilities that the council budget does not cover. This is a huge benefit to all children and families that attend the school. We run an annual summer fayre, Christmas disco and many ad-hoc activities to raise money throughout the year. This not only raises money but also benefits the school community and local area hugely as the families and children love to come and enjoy the activities.

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	Review carried out as part of AGM. Regular meetings with head teacher. Annual return includes all end of period financial summaries
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	N/A
Amount of reserves held	Para 1.22	None
Reasons for holding zero reserves	Para 1.22	We have no ongoing commitments, we only support the school with what money is raised
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 where relevant about:

The charity’s principal sources of funds (including any fundraising)	Para 1.47	All fundraising is through the local community.
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	Because the funds raised are for additional enrichment and extras for the school, the risk if we weren't able to raise the funds to support is that we we wouldn't be able to offer the extra support. All essential spend is covered by the schools council budget
Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	PTA constitution
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Unincorporated
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	The selection for trustees is done through election at the 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	None
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	N/A
Relationship with any related parties	Para 1.51	None
Other

Reference and Administrative details

Charity name	Patcham Infant School PTA
Other name the charity uses
Registered charity number	1178860
Charity’s principal address	Highview Avenue South, Patcham, Bn1 8WW

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 Nam e of pers on (or bod y) entit led to app oint trust ee (if any)
	Helen Hawkinbs
	Carla Cooke
	Jan e Moodey

– 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	N/A
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects	N/A
Details of arrangements for safe custody and segregation of such assets from the charity’s own assets	N/A

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) Position (eg Secretary, Chair, etc) Date