## **Trustees' Annual Report for the period**
Period start date Period end date Day Month Year Day Month Year 1 Sept 2021 **To** 31 Aug 2022
**From**
## Section A Reference and administration details
Trevelyan Middle School Parent, Teacher and Friends **Charity name** Association
**Other names charity is known by Registered charity number (if any)** 1184781 **Charity's principal address** Wood Close
Trevelyan Middle School PTFA or PTA
Windsor
**Postcode SL4 3LL**
## **Names of the charity trustees who manage the charity**
**----- Start of picture text -----**
Name of person (or body)
Dates acted if not for
Trustee name Office (if any) entitled to appoint trustee
whole year
(if any)
1 Rebecca Curley Chair PTFA members
Panagiotis Vice Chair PTFA members
2
Kavvadias
3 Paul Andreianu Secretary PTFA members
4 Eszter Kraus Communications PTFA members
Louise Treasurer PTFA members
5
Humphrey
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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## **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**
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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 Type of governing document
- (eg. trust deed, constitution)
Institution How the charity is constituted (eg. trust, association, company)
Trustee selection methods
Volunteer and voted in by members during AGM
(eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include additional information, where relevant, about:
- 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**
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The objective of the Association is to advance the education, development and learning of the students in school. In support of this objective the association may:
- a. Develop more extended relationships between staff, parents, carers, volunteers and others associated with the
- **Summary of the objects** school **of the charity set out in** b. Engage in activities which support the school and **its governing document** advance the education, development and learning of the students attending it
- c. Provide and assist in the provision of such facilities or items for education at the school (not provided for from statuary funds)
- The main activities undertaken by the PTA are fundraising events, including but not limited to: - School fairs - Fireworks night
- - Swimathon -
We also raise money through online fundraising sites such as Amazon Smile and Easy fundraising and through grant applications with local businesses.
**Summary of the main activities undertaken for** The money raised from these events supports the school in **the public benefit in** various ways, including but not limited to: **relation to these objects** - Funding new table tennis tables **(include within this** - Funding a ‘COVID impact’ fund that paid for **section the statutory** children to attend school residentials whose **declaration that trustees** families could not afford. **have had regard to the** - Paying for school licence/subscription fees for **guidance issued by the** educational sites/apps **Charity Commission on public benefit)**
The money raised from these events supports the school in various ways, including but not limited to:
In undertaking these events, the trustees have read and follow the guidance issued by the Charity Commission on public benefit.
## **Additional details of objectives and activities (Optional information)**
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You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
Section D Achievements and performance
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## Section D Achievements and performance
**Summary of the main achievements of the charity during the year**
This year our fundraising abilities were able to return to levels of pre-COVID
We managed to raise £2000 from return of the annual Fireworks night. New to this year was a local organised Swimathon by the Windsor Lions that raised £1000.
A change to this year was the ‘Easter Fair’. This replaced the historical Christmas fair from pre-COVID days. This resulted in another £3600 of profit
We received £500 in grants from our local council and £200 from our local rotary club.
Overall, we finished the year with a profit of £9300.
We spent £11,700 in funding to the school:
- £4,000 to the ‘COVID Impact fund
- £3,500 to new table tennis tables
- £900 to Leavers event
- £500 to County Lines project run by pupils
- £400 for painting of school mural
- £500 for Year 5 residential
- £300 for World book day prizes
## **Section E Financial review**
March **2012**
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**Brief statement of the charity’s policy on reserves**
The charity has no official reserve policy. However ,we generally maintain a balance of circa £10000 in the charity bank account at the year end. We no longer contribute towards the school mini bus.
**Details of any funds materially in deficit**
## **Further financial review details (Optional information)**
You **may choose** to include additional information, where relevant about:
- 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**
## **Section G Declaration**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s)** Louise Humphrey **Full name(s)** Rebecca Curley **Position (eg Secretary,** Chairman Treasurer **Chair, etc) Date**
March **2012**
**TAR**
6