CHARIIY COMM155IQN FOR ENfjLAIXJ AND WAi OLD ONLBYeoFE PRWJIY8CHOCL pfA Receipts and payments accounts CC16a Forthe To Section A Receipts and payments UnrestrSct8d Restri¢iod Endowment Total fun(is La8tyear 719 Fu1$1 13258 Bard¢&ituÉstldwaEcolrt1 F{{1(4)IEas b totsl{Gxo8s for AR) 142JO s&an ee labl¢ 14236 9.B15 A3P meE FundMrwJCosL l163 1163 11.167 Bafflkrh¥a•s IQT 129 129 153 Pand 154 A4Atset and Investmont urcha 800tsblè Sub totrj 14154 Net of rt¢eipW(payrnentsJ A5 Transf•rs lund5 AS Cash fund5 tssiyeareThl Cash Iuntts thisyeweftd 11.739 11561 Section B Statement of assets and liabilities at the end of the period Unrp5thcted tund5 Endowment funds Categoriès fund5 B1 Cash funds Cathr 1Q furts rund5 furKI$ DetaiL
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Trustees. Annual Report for the period Period start date Morth T Period end date Monih Aug l YeaF 12023 From 01 Section A Reference and administration details Charity name Old Dalby Church of England Primary School Parent Teacher Association Old Dalby COE Primary School PTA Old Dalby Primary School PTA Old Dalby COE Primary School Parent Teacher AssoGiation Okl Dalby Primary School Parent Teacher Association Old Dalby School PTA Old Dalb PTA Other names charity is known by Registered Charity number (If any) 1194044 Charity's principal address Old Dalby C of E Primary Sch¢JoI Longcliff Hill Melton Mowbray Postcode LE14 3JY Names of the charity trustees who manage the charity Date6 acted if rK>tfor T*hole ear Trustse name Office {If any) Name of person lor body) •ntltled oirrt tru¥ts¥ ifan Julia Birken Chair Katie Jackson Treasurer Kalhryn Jones Rosemary Browne Seuetary Names of the trustees for the charity, if any, Ifor exampl8, any custodian trustees) Name Dates acted if not for whole ear NIA Names and addresses of advisors (Optional infomiation) of adviser Name Address NIA Name of chief executive or names of senior staff members (Optional infomiatlon) TAR March 2012
Section B Structure, overnance, and management Descrlption of the charfty's trusts The present constitution of Okl Dalby Primary SGhool PTA was approved by the Charity Commission on 91h April 2021. Type of goveming document [¥y. LI U)L U, WI I>LIIULIV How the charity is constituted The Charity is constituied as a Charitable Incorporated Organisation IW. LI U>L, clo>V1LIVl I, Wlllvdl I Trustee selection methods Under the Constttution. apart from the first trustees, every trustee must be appointed by a resolution passed at a properfy convened meeting of charity trustees. In selecting individuals for appointment as charity trustees, the charity trustees must have regard to the skills, knowledge and experience needed for the effective administration of the CIO. There must be at least 3 charity truslees," there is no maximum number of charity trustees that may be appointed to the CIO. If the number of trustees falls below the minimum number, the remaining trustee(s) may act only to call a meeting of the charity trustees or appoint a new charity truslee. Additional governance issues (Optional infomiation) You may choose to indude additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees; the charily's organisational structure and any wider network with which the tharity works., relationship with any related parties- trustees. consideration of major risks and the system and procedures to manage them. Section C Objectives and activities The object of the CIO is to advan the education of pupils in Old Dalby Church of England Primary school in particular by: 1. developing effective relationships between the staff and parents and others assouated with the sthool 2. engaging in activtties or providing facilities or equipment which support the school and 1van the education of the pupils Summary ofthe objects ofthe charity set out in its governing document TAR March 2012
The Trustees confimi that they have referred to the guidance contained in the Chartty Commission's general guidance on public benefit when reviewing the CIO'S aims and objectives and in planning future activities. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustsos have had regard to the guidance issued by the Charity Commisslon on public beneflt) Old Dalby Schi)ol PTA is a group of parents and staff volunteers. This group raises money for the school by running a busy and varied programme of events throughoui the school year. Old Dalby Sthool PTA holds regular committee meetings where staff, parents and others asS(lated with the school are welcome to participate. Additional details of objectives and activities (Optional inforniation) You may choose to include further stalements, where relevant, about.. policy on grantmaking- policy programme related investment,. contribution made by volunteers. Section D Achievements and performance TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year During this reporting period, the PTA continued to organise a variety of fundraising events and activities to raise fund for the school. While we are note currently operating at the scale of previous years, we have made a conscious decision to scale back certain fundraising activities in recognition of the financial pressures many families are facing due to the rising cost of living. Our fows this year has been to deliver more indusive events to allow families to take part regardless of circumstances, rather than financial gain. Despite these adjustments. we have SUsSfUllY supported the school by funding trips, workshops and other enrichment activities that directly benefit the childre Section E Financial review The CIO has no poliGy on resep4es. Brl8f statement of the charity's policy on reseNes Details of any funds materially in deficit Old Dalby Primary Sth¢)ol has no funds materially in deficiL Further financial review details {Optional infonnation) You may Choe to inGlude additional information, where relevant about: the Gharity's principal sour$ of funds (in¢luding any fundraising)- how expenditure has supported the key objectives of the charity- investment policy and objectives including any ethical investment policy adopted. Section F TAR Other optional information Mareh 2012
Section G Declaration The trust••s declare that they have approved the trustees, report abov•. Signed on behalf of the charity's trustees Signature(s) Full namels) Position leg Secretary. Chair. etc) Ar1eJcIr4 Lftrn£YN fcfftJa <gc£Gffi£y Date TAR Marth 2012