2023-04-01-accounts

Trustees’ Annual Report for the period

From 1[st] April 2023 Period start date To 31[st] March 2024 Period end date

Charity name: Sefton Park School Charity PARK SCHOOLS' CHARITY

Charity registration number: 1188453

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the education of the pupils at Sefton Park Schools by providing and assisting in the provision of goods, services and facilities not required to be provided by the local education authority for education at the 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	The charity Spent £3380 to support Pupil Premium children to take part in the year 6 residential that took place in May 2023 to Adventure Wales.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The Trustees have regard for the guidance on public benefit and make decisions using this guidance

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	Income of £3780
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The reserves are held until a time that the school successfully applies to release funds on planned projects.
Amount of reserves held	Para 1.22	£10728
Reasons for holding zero reserves	Para 1.22
Details of fund materially in deficit	Para 1.24	none
Explanation of any uncertainties about the charity continuing as a going concern	Para 1.23	The Charity started receiving donations in April 2021 and there will be no expenditure unless income has already been received so there are no going concern issues

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	CIO
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 original Trustees were Governors of Sefton Park Infant and Junior schools at the time they were appointed.

Reference and Administrative details

Charity name	Sefton Park Schools’Charity
Other name the charityuses
Registered charity number	1188453
Charity’s principal address	SEFTON PARK INFANT SCHOOL ST. BARTHOLOMEWS ROAD BRISTOL BS79BJ

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)
	Sally Macdonald Dore	Chair
	Cerys Rhian Stevens	Trustee
	Daniel Peter Simson	Trustee
	Jane Harris	Trustee	From 31at January 2024
	Margaret Smithson	Trustee	From December 2023

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

Exemptions from disclosure

Reason for non-disclosure of key personnel details

There are no employees

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) Sally Dore Dore Full name(s) Sally Position (eg Secretary, Chair Chair, etc)

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