## **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**