Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 1 August 2024 To 31 July 2025
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 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 |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Mark Grigsby | Chair | |||
| Claire Maybury | ||||
| TiffanyAllen | ||||
| Emma Waters | ||||
| Naomi Lewis | Until 18 December 2024 | |||
| Names of the trustees for the charity, if any, (for example, any custodian trustees) | ||||
| Name | Dates acted if not for whole year | |||
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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
Constitution (using the model supplied by Parentkind for PTAs) Type of governing document
- (eg. trust deed, constitution)
Association How the charity is constituted (eg. trust, association, company) Elected at AGM Trustee selection methods
- (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.
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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.
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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.
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Section E Financial review
Brief statement of the charity’s policy on reserves
Money Is spent where possible within a year of it being raised, subject to their being suitable projects within the school which are worthy of the 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)
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Date 3115126 TAR Maich 2012
BROADSTONE MIDDLE SCHOOL
PARENT TEACHER ASSOCIATION Registered Charity no. 1179334
INCOME AND EXPENDITURE REPORTS YEAR ENDING 31 JULY 2025
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 2025
| 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 |
£ 35,200.93 £ 32,057.27 |
£ 27,766.89 £ 2,489.62 -£ 8,200.38 |
|---|---|---|
| £ 22,056.13 £ 3,143.66 |
||
| £ 25,199.79 £ 23,994.34 £ 5,955.01 -£ 4,749.56 |
||
| £ 25,199.79 |
Treasurers Report
It has been a great year for fundraising activities this year making an incredible £35,422 income and increasing our funds by £3,469. Our most successful event again was the fireworks which is a joint event with Broadstone First School. This event made a stagering £16,388 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 £1,840 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 £388 this year.
Our year discos are always a good opportunity for the children to let off some steam and a good earner for us - £1,194 for the year.
With the funds raised we gave £1,772 to the school to pay towards the first aid equipment. We also spent £812 on KS3 tutor reads to help our KS3 students. We help fund the year 8 leavers event (£1,277) before they move onto their next chapter, along with the Year 6 SATS week (£583) to help them through a tough week. We also bought games, dictionaries, calculaters, robotic kit and scooter racks to support all students in different ways.
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 2025
| Fundraising | Income | Expenses | Proft/ (Loss) |
|---|---|---|---|
| Tuck Lotery 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 Open evening Music event Donatons received Overheads School donatons * |
988.05 1,840.00 388.32 412.85 24,373.22 2,433.15 746.35 345.78 546.53 536.65 272.32 2,055.11 - 102.30 160.30 - - |
604.59 - - 140.35 7,984.78 8,194.22 340.07 156.13 144.30 188.74 173.79 234.15 2,113.45 19.96 49.78 - 1,872.15 9,840.81 |
383.46 1,840.00 388.32 272.50 16,388.44 (8,194.22) 2,093.08 590.22 201.48 357.79 362.86 38.17 (58.34) (19.96) 52.52 160.30 (1,872.15) (9,840.81) |
| TOTAL | £ 35,200.93 | £ 32,057.27 | £ 3,143.66 |
| * School donatons | |
|---|---|
| Games |
155.18 |
| Dictonaries |
324.75 |
| Calculators |
500.00 |
| Pizza for Yr 5 |
400.00 |
| Aquila subscripton |
199.99 |
| Robotcs kit |
520.00 |
| Scooter racks |
569.00 |
| Christmas Tree |
40.50 |
| World book day vouchers (prizes) |
40.00 |
| First Aid equipment |
1,772.40 |
| Junior maths |
64.00 |
| KS3 Tutor reads and dictonaries |
812.64 |
| Year 6 SATS breakfast |
233.94 |
| Shine project - summer 25 |
500.00 |
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name The PTA of Broadstone Middle School members of On accounts for the year 31[st] July 2025 Charity no 1179334 ended (if any) Set out on pages Separate File (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2024.
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
* Please delete the words in the brackets if they do not apply.
Signed: Name: Sarah Gallop
Date: 25/05/2026
Relevant professional qualification(s) or body (if any):
Address: 2a Dennis Road
BH213NF
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
1
October 2018
IER
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER