## 

## 

|ofthe charity trust|ees who manage th|e charity||||
|---|---|---|---|---|---|
|Trustee name|Office (ifany)|Dates acted ifnot for whole<br>ear|Name ofperson <br>toa<br>olnttrustee||(or body) entitled<br>ffan|
|Julia Birken|Chair|||||
|Kaiie Jackson|Treasurer|||||
|Kathryn Jones|Secretary|||||
|Rosemary<br>Browne||||||
|Names ofthe trustees for the charity, ifany, (for example, any custodian||||trustees)||
|Name||Dates acted if not for whole||ear||
|NIA||||||



## 








||The Trustees<br>confirm that they have referred|to the guidance<br>contained|to the guidance<br>contained|to the guidance<br>contained|to the guidance<br>contained|
|---|---|---|---|---|---|
|Summary<br>ofthe main<br>activities<br>undertaken<br>for the|in the Charity Commission's<br>general guidance<br>reviewing<br>the CIO's aims and objectives and|in|on public <br> planning|benefit when<br>future activities.||
|public benefit in relation to<br>these objects (include within<br>this section the statutory<br>declaration<br>that trustees<br>have|Old Dalby School PTA is a group of parents and staff volunteers.<br>group raises money for the school by running<br>a busy and vadied<br>programme<br>ofevents throughout<br>the school year.||||This|
|had regard tothe guidance<br>issued by the Charity<br>Commission<br>on public|Old Dalby School PTA holds regular committee<br>parents and others associated<br>with the school||meetings<br>where staff,<br> are welcome to participate.|||
|benefit)||||||
|Additional<br>details ofobjectives|and activities (Optional<br>information)|||||
|You may choose to include||||||
|further statements,<br>where||||||
|relevant,<br>about:||||||
|~<br>policy on grantmaking;||||||
|~<br>policy programme<br>related||||||
|investment;||||||






|~<br>~||||s|~|~|~|~|s|||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|Summary<br>ofthe main<br>achievements<br>ofthe charity<br>during the year||During this reporting<br>period the PTA organised<br>and activities to raise funds. Although<br>we have <br>range of pre covid events, we have adopted a||||||||several fundraising<br>events<br> not returned<br>to the full<br> more strategic approach||||||
|||and successfully<br>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<br>fundraising||||||||efforts|
|||particularly|the contribution||||for dinners||during|the winter period.||||||
|||The CIO has no policy on||||reserves.||||||||||
|Brief statement<br>ofthe||||||||||||||||
|charity's<br>policy on|reserves|||||||||||||||
|Details ofany funds <br>in deficit|materially|Old Dalby Primary School|||||has no funds materially||||in deficit.|||||
|Further financial<br>review details||(Optional<br>information)||||||||||||||
|You may choose to|include|||||||||||||||
|additional<br>information,<br>where||||||||||||||||
|relevant<br>about:||||||||||||||||
|~<br>the charity's<br>principal||||||||||||||||
|sources offunds|(including|||||||||||||||
|any fundraising);||||||||||||||||
|~<br>how expenditure|has|||||||||||||||
|supported<br>the key objectives||||||||||||||||
|ofthe charity;||||||||||||||||
|~<br>investment<br>policy|and|||||||||||||||
|objectives<br>including<br>any||||||||||||||||
|ethical investment|policy|||||||||||||||
|adopted.||||||||||||||||











|||Details||Forte to WIIICII<br>asset baton s|Cost (optional)|Current value<br>0 tlorlal|
|---|---|---|---|---|---|---|
|63Investment|assets||||||
|||Details||Fund to which<br>assetbslon<br>s|Cost (optlonali|Current value<br>o tlonsl|
|64Assets retained for the|||||||
|charity's<br>own|use||||||
|||||Fund to which|Amount<br>due|When due|
|||Details||llabalt<br>relates|o tlonal|o tional|
|65 Liabilities|||||||
|Signed br one or two trustees on<br>behalf ofell the trustees|||Signature|Punt Name||Date of<br>a<br>royal|
|||||QULlA<br>tATfe|gt R(CIrJ<br> D~~|44<br>fo(2-ft-<br>W(4 (|



