| ofthe charity trust | ees who manage th | e charity | |||
|---|---|---|---|---|---|
| Trustee name | Office (ifany) | Dates acted ifnot for whole ear |
Name ofperson toa olnttrustee |
(or body) entitled ffan |
|
| Julia Birken | Chair | ||||
| Kaiie Jackson | Treasurer | ||||
| Kathryn Jones | Secretary | ||||
| Rosemary Browne |
|||||
| Names ofthe trustees for the charity, ifany, (for example, any custodian | trustees) | ||||
| Name | Dates acted if not for whole | ear | |||
| NIA |
| The Trustees confirm that they have referred |
to the guidance contained |
to the guidance contained |
to the guidance contained |
to the guidance contained |
|
|---|---|---|---|---|---|
| Summary ofthe main activities undertaken for the |
in the Charity Commission's general guidance reviewing the CIO's aims and objectives and |
in | on public planning |
benefit when future activities. |
|
| public benefit in relation to these objects (include within this section the statutory declaration that trustees have |
Old Dalby School PTA is a group of parents and staff volunteers. group raises money for the school by running a busy and vadied programme ofevents throughout the school year. |
This | |||
| had regard tothe guidance issued by the Charity Commission on public |
Old Dalby School PTA holds regular committee parents and others associated with the school |
meetings where staff, are welcome to participate. |
|||
| benefit) | |||||
| Additional details ofobjectives |
and activities (Optional information) |
||||
| You may choose to include | |||||
| further statements, where |
|||||
| relevant, about: |
|||||
| ~ policy on grantmaking; |
|||||
| ~ policy programme related |
|||||
| investment; |
| ~ ~ |
s | ~ | ~ | ~ | ~ | s | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Summary ofthe main achievements ofthe charity during the year |
During this reporting period the PTA organised and activities to raise funds. Although we have range of pre covid events, we have adopted a |
several fundraising events not returned to the full more strategic approach |
|||||||||||||
| and successfully supported |
the | school | by funding | multiple | trips, | ||||||||||
| workshops, | and other | activities. | These | efforts | have significantly | benefited | |||||||||
| the children. | Additionally, | the PTA has | established | strong relationships | |||||||||||
| with the wider community, | which has greatly assisted fundraising |
efforts | |||||||||||||
| particularly | the contribution | for dinners | during | the winter period. | |||||||||||
| The CIO has no policy on | reserves. | ||||||||||||||
| Brief statement ofthe |
|||||||||||||||
| charity's policy on |
reserves | ||||||||||||||
| Details ofany funds in deficit |
materially | Old Dalby Primary School | has no 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 offunds | (including | ||||||||||||||
| any fundraising); | |||||||||||||||
| ~ how expenditure |
has | ||||||||||||||
| supported the key objectives |
|||||||||||||||
| ofthe charity; | |||||||||||||||
| ~ investment policy |
and | ||||||||||||||
| objectives including any |
|||||||||||||||
| ethical investment | policy | ||||||||||||||
| adopted. |
| Details | Forte to WIIICII asset baton s |
Cost (optional) | Current value 0 tlorlal |
|||
|---|---|---|---|---|---|---|
| 63Investment | assets | |||||
| Details | Fund to which assetbslon s |
Cost (optlonali | Current value o tlonsl |
|||
| 64Assets retained for the | ||||||
| charity's own |
use | |||||
| Fund to which | Amount due |
When due | ||||
| Details | llabalt relates |
o tlonal | o tional | |||
| 65 Liabilities | ||||||
| Signed br one or two trustees on behalf ofell the trustees |
Signature | Punt Name | Date of a royal |
|||
| QULlA tATfe |
gt R(CIrJ D~~ |
44 fo(2-ft- W(4 ( |