## **Trustees' Annual Report for the period** Period start date Period end date Day Month Year Day Month Year **From** 1 August 2023 **To** 31 July 2024 ## Section A Reference and administration details **Charity name** PTA of Broadstone Middle School **Other names charity is known by** Social Hub **Registered charity number (if any)** 1179334 **Charity's principal address** Broadstone Middle School Dunyeats Road Broadstone **Postcode BH18 8AE** ## **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)**| |---|---|---|---|---| ||Mark Grigsby|Chair||| ||Claire Maybury|||| ||HollyAlderman||Until 18 September 2023|| ||TiffanyAllen||From 18 September 2023|| ||Emma Waters||From 25 November 2023|| ||Naomi Lewis||From 18 September 2023|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ||**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|||| ||**Name**||**Dates acted if not for whole year**|| |||||| |||||| March **2012** **TAR** 1 ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address** ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution (using the model supplied by Parentkind for PTAs) - (eg. trust deed, constitution) How the charity is constituted Association - (eg. trust, association, company) Trustee selection methods Elected at AGM - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: none - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** THE OBJECT OF THE ASSOCIATION (THE OBJECTS) IS TO ADVANCE THE EDUCATION OF PUPILS IN THE SCHOOL IN PARTICULAR BY: 2.1 DEVELOPING EFFECTIVE RELATIONSHIPS BETWEEN THE STAFF, PARENTS AND OTHERS ASSOCIATED WITH THE SCHOOL 2.2 ENGAGING IN ACTIVITIES OR PROVIDING FACILITIES OR EQUIPMENT WHICH SUPPORT THE SCHOOL AND ADVANCE THE EDUCATION OF THE PUPILS. March **2012** **TAR** 2 The charity focuses on running events connected to Broadstone Middle School. These events bring together staff) parents and other parties relating to the school for a positive purpose. The funds raised at these events are then invested on items / projects / activities aligned with the school to maximise the benefit for the pupils. At the start of each year the trustees are reminded of the guidance published by the Charity Commission, and any new trustees are onboarded to the same. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** ## **Additional details of objectives and activities (Optional information)** Grants are made to the school subject to a presentation / explanation of cost vs benefit made by a member of school Senior leadership Team. The charity relies on significant volunteer contributions from a small number of parents and some staff to plan and run events. You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 Section D Achievements and performance **Summary of the main achievements of the charity during the year** Once again the largest fundraising event this year was the annual Fireworks event, attended by over 2000 people from the school and local community, and raising a significant sum. Discos were held for each year group across the school, which continue to be popular among the pupils especially at Key stage 2. We held a successful Christmas Fayre, another lovely opportunity for staff, students and parents to mix together and build connections, as well as a decent fundraiser mainly by means of our raffle. We continue to run a highly successful weekly lottery which brings in a steady income throughout the year. The charity funded several important projects for the school throughout the year, based on priorities suggested by school leadership. March **2012** **TAR** 4 ## **Section E Financial review** Money Is spent where possible within a year of it being raised, subject to **Brief statement of the** their being suitable projects within the school which are worthy of the **charity’s policy on reserves** grant, the charity will keep higher reserves, at discretion of trustees, should there either be a significant project(s) which is a long term fundraising goal. **Details of any funds materially in deficit** none ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: none - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** none ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s) Full name(s)** Mark Edwin Grigsby **Position (eg Secretary, Chair,** Chair **etc) Date** 26/5/25 March **2012** **TAR** 5 TAR March 2012 ## BROADSTONE MIDDLE SCHOOL PARENT TEACHER ASSOCIATION Registered Charity no. 1179334 INCOME AND EXPENDITURE REPORTS YEAR ENDING 31 JULY 2024 Chair - Mark Grigsby Treasurer - Tiffany Allen Independent Examiner - Sarah Gallop ## **Broadstone Middle School Parent Teacher Association Reconciliation of Net Increase in Funds for Year ending 31 July 2024** |**Opening Balance**
Cash in Current Account
Cash in Hand
Owed to School
**Movement in year**
Income for the year
Expenditure for the year
Net increase in funds
Closing funds
**Closing Balance**
Cash in Current Account
Cash in Hand
Owed to School|£ 29,784.14
£ 26,643.99|£ 25,479.96
£ 984.63
-£ 7,548.61| |---|---|---| |||**£ 18,915.98**

£ 3,140.15| |||**£ 22,056.13**
£ 27,766.89
£ 2,489.62
-£ 8,200.38| |||**£ 22,056.13**| ## **Treasurers Report** It has been a great year for fundraising activities this year making an incredible £29,784 income and increasing our funds by £3,140. Our most successful event again was the fireworks which is a joint event with Broadstone First School. This event made a stagering £10,706 and is a great fundraiser as well as being open to the local community which has become a local tradition. Our Christmas Fayre was again a success. The famous raffle with the children's class hampers being excellent sought after prizes. The competition between classes and teachers increases each year. The pound matching for the raffle is included in the figures which totalled £750 from Barclays - thank you. The School Lottery is a great earner raising £2,134 this year. It helps raise funds with the added bonus that a parent is going to win each week. Another positive fundraiser is our Nearly New Uniform. Donations are made by parents each year and it helps a lot of parents with uniform raising £279 this year. Our year discos are always a good opportunity for the children to let off some steam and a good earner for us - £1,764 for the year. With the funds raised we gave £1,750 to the school to pay towards the Sparx Maths subscription. We also spent £1,200 on reading books to help those with specific needs with their reading. We helped support the High School Musical show put on by the students at a local theatre - £942 on microphones (which can be used for any future shows), £500 on costumes and £292 on other equipment for the show. We are extremely grateful for the support of parents, teachers and the local community. ## **Broadstone Middle School Parent Teacher Association Income and Expenditure Report for Year ending 31 July 2024** |**Fundraising**|**Income**|**Expenses**| |---|---|---| |Tuck
Lottery
2nd Hand uniform
Yr 8 disco
Fireworks 2023 - whole event
Fireworks 2023 - BFS share
Christmas Fayre
Christmas Film Night
Yr 7 Disco
Yr 6 Disco
Yr 5 disco
Sports Days
Leavers Hoodies
Overheads
School donations *|1,295.97
2,154.65
279.41
537.22
18,081.07
2,376.96
671.09
573.37
706.31
561.21
158.51
2,388.37
-
-|923.95
20.00
-
106.60
7,374.66
5,353.21
375.62
228.10
152.38
106.14
248.21
94.90
2,290.73
611.66
8,757.83| |**TOTAL**|**£ 29,784.14**|**£ 26,643.99**| |* School donations
UBC support
Sparx maths
Class prizes
HSM Equipment
HSM Costumes
HSM alcohol licence
Audio equipment (mics)
Christmas Tree
Intervention specifc reading books
Yr 5 trip contribution
SATS breakfast + ice cream
Yr 8 Leavers Event
Ice pops for sponsered walk|600.00
1,750.00
70.00
292.79
500.00
21.00
942.22
18.75
1,200.00
400.00
627.02
2,268.95
67.10| |---|---| ||£ 8,757.83| **Profit / (Loss)** 372.02 2,134.65 279.41 430.62 10,706.41 (5,353.21) 2,001.34 442.99 420.99 600.17 313.00 63.61 97.64 (611.66) (8,757.83) **£ 3,140.15** CHARITY COMMISSIO 5 FOR ENGLAND AND WAIE Independent examinerfs report on the accounts to thetrus e PTA d &oats1￿¢ MithJ¢ S¢hcd On accounts torthÈ year l"JU￿2024 Chkn no [rf ￿y1 1179334 Set out on [￿e5 Forate Flle l ¥epDrttothe Intstees on rrry exanmnation ofthe acc(4mts ofthe atxxe rity rthe TrL￿n fortheyear enthd 31107r2024. ponsibilities and basis of reFQrt the th8Erty tntstè8S Lrfthè TrLrt you arè rwJwt4èforthe epaiation ofthe accounts in aCCordan￿￿1th the iequirements ofthe Chaltbes A*2011 rthe Att). I rep￿$rt in resFed of nry examination of the TrLB¥s accr4Jrts carried out Ltnder sec*orÈ 145 of the 2011 Ac* and in carying out my examination, I have fdloN%ed the aFfli(zlAe tl"rec*"orfj gven Chaitty comm￿s1On under secion 145(5llbl ofthe hav• comFAeled my examination. I cortfirm trRt no mateiial rrHtters pendent examinerfs r*(*on vthh the eXa￿an￿on which 9ves me cause to bdteve that in, any matelld rss • a(£cunting rewrds w￿e r*)t kem in acCo￿r￿ secion 130 of thoAdor I have no ¢th¢en￿ and have cune ac*056 ￿ other matters in o)nw*on vKth the EXa￿natiOn to vknich attenlion sh￿Id I￿ in orderto enatAe a WOFer urKÈrstsrKfing ¢*the ￿)uTts to t* r￿hed. Rele¥ant prrfesskni ualification{s) or body (rf any): Disclosure Only com￿ete rfthe oxamiTEt r￿tst0 ￿.g￿bght matters of oJrtrMn (see CCR Indep￿nt ffAarninatton ￿ c*aTity Oredions and i&an¢* for exawun¢rsl. here brid details items that the miner viishes to close.