CHARITY COMMISSION FOR ENGLAND AND WALES Trustees. Annual Report for the period From 1 Sept 2024 Period end date Period start date To 315t Aug 2025 Charity name: The Friends of Mendip School PTFA Charity registration number:1190007 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document The charity supports the wod( of The Mendip School through fundraising and donations towards the work of the school. All parents, carers, teachers and friends of the schools are members of the Friends. Summary of the main activities in relation lo those purposes for the public benefit, in particular, the aclivilies, projects or services identified in the accounts. Para 1_17 an¢J 1.19 All proceeds from events and activities organised by the PTA are used to SUPtK>rt the work of Ihe sGhool_ Decisions about experKliture priorities are taken by members of the PTA al meetings or through emJl C0munIcatIOns, in onjunction th the schogl's senior managernenl team, and in this respect Ihe PTA has due regard to the guidance iSSLted to Ihe Charity Commission on public benefit. The Charily benelils the school aged children attending The Mendip ScfK)oI. All activilies are undertaken by voluntèÈr5 wlh t support ol school staff. We work with SC01 staff to apply for gtsnts and trust funding to 5UPPQrt ongoing apt*als and pro1tS that the school are planning or have in place. This conlinLES to support enrichiro the opportunities for students and their families.
Statement confimiing whether the Iruslees have had regard lo the guidance issued by the Charity Commissi¢)n on pU1C benefit Pwa 1.78 The IteeS are responsiblo fcy prepari¢YJ the Truslee5' Report aThJ the financial statements in COrdanCe wth applicable law ar Urlled Kingdom AGcounlirrfJ Slandards Iunited Kingdom Generally Accepted Accounting Pr3cticel. Tre law applicable to Gharilies in EtyJland and Wales requres the trustees lo prepsre financia statèmÉnt5 for each financwl y ch give a true and fairviewof the staé Of affair5 of the charity and of the incomwo resources and appli(xtKn of resouKes of the chwity for that year. In preparing th&è finar13[ ststemenls, the trust are required lo." Selt suilable accounting policies and then apply thèm cortsistently-, - observe the methods aTrJ principlés in t Charities SORP. - make judgements and &stimale5 that are reasonablè and prLklent,' - state WhatrapPI(Cbè accounts staThYards have been lollowed. subject lo any rrhateriaj departures disclosgd aryj explained in the financid statements., a - prepare the financial statemÈnts on the goiTrJ concem basis unless il is inappropriate to presume that th8 charity ill wnlirwe in operation. trustees a responsible for keèping sufficient CountIng records that disclose th reasowk9ble accuracy at any time the fInar1 position of the charity and en8ble Ihem to ensu that tlE finaal State[[nts comply 1th the Charities AGI 11. the Charity {Accoun15 and Reports) Regulat•)rs 2008 and theprovisi(x)s ol the constttution. They ate also responble for safeguarding the assets oflhecharily and hence fortr¥J reasonable steps for the prevention and detection Df fraL*I arTrd other irregularitiès. Additional information (optional) You ma choose lo include further slalements where rdevanl al. SORP reference Expenditure for the purposes of The Mendip School must be agreed by at least 2 Trustees. Par8 1.38 Policy on grant makiThJ NIA Para 1.38 Policy on social investsnent inclLJding pr(YJram related investment All events are organised by volunleer5 and all trustees are volunteers. Para 1.38
Contribution made by vcdunteers Other Achievements and Perfomiance SORP referCe We would like to thank all the parents and school staff as well as friends of the school for their ongoing support. The focus has been to fundraise for a new minibus. All of our fundraising to support the school with additional resource4 equipment and support. We are also supporting the Studènt Council in their fundraising efforts for new playground equipment which is fully inclusive and will add to the ilems already fundraised for. The trustees are extremely gratèful for the support of parents and friends of the school in ¢hoosing to fundraise for the PTFA through sponsored activitie5 and ongoing donations of time and funding. Summary of the main achievements of the chartty, identrfying the drfference the charity's work has made lo the circumstances of its befICIarles and any wider benefits to society as a whole. Para 120 Additional infomiation (optional) You ma choose to include further statements where relevant aUt. Achievements against objectr.ves set Para 1.41 Performance of fundraigrKJ activities against objectives set Pw8 1.41 Investment perfonnance against objectives Para 1.41 Other
Financial Review Review of the charity's financial position at the of the pericKI Para 1.21 Due to capacity there has been a pause in fundraising this year. We have received some donations which have been addèd towards ongoing projects. We have transferred funds to school for the purchase of iPads and communication tools as well as the funding for holiday clubs. Incoma for the period was Expenditure duringthe period was£ Total funds We have our charitable bank account and maintain a reserve of £600 to have a float and ex nses for an lanned events. £600 Statement explaining the pcdicy for hcAding reserves statin the are held AmoLint of reserves held Reasons for holding zero reseives Details of fund materially in deficit Explanation of any uncertainties about the charity conlinuing as a going concem Para 1.22 Para 1.22 Para 1.22 Para 1.24 Para 123 Additional information (optional) Ywma choose to include further statements where relevant atwt.. This year we have primarily received donations The charity's principal sources of funds (including any fundraising) PAra 1.47 Investment policy and objectives including any la1 investment adopted Para 1.46 A descripts'on of the principal risks facing the charity Para 1.46 Olher
Structure, Governance and Management Description of charity's trusts- Type of governing document Ilru>l deed, royal criarlèii Para 1.25 The ¢harity is Controlled by its constitution which is based on the PTA model and adopted at the formation of the charity. How is the charty constituted? le.g unincorporaled association. CIO Trustee selection melh¢)ds including details of any constitutional provisions e.g. election lo post or name of any person or b(Kly entitled to appoint one or more Iruslees Pdra 1.25 Registered Charity Para 1.25 Trustees are nominated and elected for 3 years at the AGM. Additional information {optional) You ma choose to include further statements where rdevanl about: Policies and procedures adopted for the inducts'on and training of trustees Para 1.51 The charity's organisational structure and any wider nebNork with which the charty works Pwa 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Charity name The Friends of Mendip Schcd Parent Teacher and Friends Association Other name the chari uses islered char number Charity's principal address 1190007 The Mendip School, EdmuThJ Rack Road. Preslleigh, Sheplon Mallet BA4 4FZ
Names of the charity trustees who manage the charity Trustee name lil any) Dales acted rflt for whor¢ ar Namè of pBrson lor iM)dyl entiU8d toa int trustee Ifan Natalie Hanna Abi Brown Beth Malone 10 May 2024 31 May 2024 PTFA PTFA IQ May 2024 PTFA Cor rate trustees - names of the directors at the date the re wasa oved Director name Name of trustees IK)Iding title to propety bthuing lo the charrty Trustee name Dates acted If not fty wlb)le J*ar
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the charty on whose behdf the assets are held and how this falls within the cust(Klian charity's o*'ects Details of arrangements for safe CUstY and gregatI of such assets from the charity's own assets Additional Information (optional) Names and addresses of advisers (Optional information) Type of Narne Address adviser Name of chief executive or narnes of senior staff rnembers (Optional inforniation) Exemptions from disclosure Reason for non-disclosure of ke nel details 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> AfALIE 44 CH/kiO Date
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