CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From: Aprll 1st 2024 Period start date To March 318t 2025 Period end date Charlty name: Dalton Sl Mary's Parent Voice Charlty registration number: 1196862 Objectives and Activities SORP ref8rerKe Para 1.17 Summary oflhe purposes of the charity as set out in its governing dctumenl The object of the association (The objects} is to advance the education of pupils in the school in particular by= 2.1 Developing effective relationships belween slatt, parents and others assoc(ated with the school 2.2 Engaging in activities or providing facilities or equipment which support the school and advance the education of the Summary ofthe main activities in relation lo those purposes for the public benefit. in particular, the activities, projects or services identified in the accounts. Para 1.17 and 1.19 The trustees of the charity work with the parent volunteers to organise events to raise money to enhance the learning opportunities at the schwl. This year the fund raising events have included Fayres at Christmas. Easter and in the Summer. a disco for Autumn and a movie night in the Spring. Members of the charity chose to carry out a local walk on behalf of the charity. A local company, Orcina, also donates a substantial amount from the charity account into the school budget. Monies are spent on funding specrfic resources for projects e.g. Our Outdoor Play And Learning project buying consumables for the outdoors, storage, boom box etc. lo enhance playtimes. Bibles are donaled by the charity for the Year 6 leavers in order lo support the children as the leave the school. The trustees of Dalton St Mary's Parent Voice Charity are aware of the guidance issued by the Charity Commission on public benefit. They have taken this into accounl when making decisions lo which the guidance is relevant. They have not de arted from the uidance for an reason. Statement confittning whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit Para 1.18 Additional inforniation (optional) You may choose to include further statements where relevant about..
SORP reference Policy on grant making Para 1.3B Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Para 1.38 Other Achievements and Perfomiance SORP refererKe The children of the sch(K)I have benefit greatly from the charity. All children are enjoying Ihe developing Outdoor Play and Learning happening at the school. The children now have a plethora of activities open lo them lo choose what they wish to do during their play times. There is less falling out and the children are much happier in their play. Summary ofthe main achievements of the chartty, identifying the difference the charity's work has made to the circumstan$ of its beneficiaries and any wider benefits to society as a whole. Para 120 The charity also ensures that the children are able to attend trips and residentials organised at a reduced cost to parents and where parerrts are unable lo fund their children in these activities, il enables the child to attend alleviating their finanaal pressures in such cases. The charty h8s organised additional curriculum enhancing activities i.e. enabling classes to partake in Indian dance workshops and have smart football kit lo attend the county finals football Ixirnpetilion. The charity donate presenls for the children from Father Christmas {selection boxes) and bibles for the children leaving the schi)ol at the end of Ihe year. Money from the charity has helped lo fund a readin ro ect for Ke Sta rovidin
and small group tuition in the FFT reling programme. Money has also gone into providing a Fami Worker for the school who supports children and families struggling to cope with daily life.. they may be struggling with a child's behaviour. have been bereaved or may be dealing wrth problems related to social deprivation, mental health difficulties or split family issues. Additional infonnation loptionall You ma choose to include further statements where ielevanl about.. Achievements against objectives set Para 1.41 Perfomiance of fundraising activf(ies against objectives set Para 1.41 Investment performan against objectives Para 1.41 Other
Flnancial Review Review of the chaity's financial position al the end of the eriod Statement explaining the policy for holding reserves statin th whLLare held Amount of resetves held Reasons for holding zero reserves Details of fund rnaterially in deficit EXplanatn of any uncertainties about the charity continuing as a going concern Para 1.21 Para 1.22 The charity does not have a reserves poliry. Para 1.22 Para 1.22 P8ra 1.24 Para 1.23 Addltlonal infomiation (optional) You ma choose to include further statements where relevant about: The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the chaTity Para 1.46 Other
Structure, Governance and Management Description of charity's trusts.. Type of goveming document Para 1.25 Parent kn'nd Model constitution How is the charty constituted? Pdr8 1.25 Unincorporated aSsociatn )ryraled 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 Iruslees Parg 1 25 New trustees are elected by group of trustees. Additional Informatlon loptionall You ma choose to include further statements where relevallt about.. Policies and procedures adopted for the induction and training of trustees Para 1.51 The charty's organisational structure and any wider nelwork wilh which the charity woiks Para 1.51 Relationship with any related parties Paro 1.51 Other Reference and Administrative details Chari name Other name the chari uses islered char number Charity's principal address Dalton St Ma 's Parent Voice Chari 1196862 Dalton Sl Mary's C of E School Dalton-in-Furness Cumbria LA15 8JB
Name of p8rnon lor bodyl èntitled to appointtru5tee ilan Trustee name Office lrfaTryl Date$ acted Ff not for whole ygar Stephanie Pearson Lesley Millington Nicola O'Reilly Laura Clinlon Chair Sept 23- present The trustee group as a whole agree on new members. Treasurer Sept 22- present Trustee Sept 22- psent Sept 22 - present Trustee 10 12 13 14 15 17 18 19 20 rate tmstees- names of the directors at the dale the re ortwasa roved Dbrector namo Name of trustees holding title lo property belonging to Ihe charity Tw$tee name Datss a¢ttd if not forvtholo ear
Funds held as custodian trustees on behalf of others Description of the assels held in this capacity Name and objects ofihe charity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of arrangements for safe custody and segregation of such assets from the charity's own assets Additional infomiation loptional} Names and addresses of advisers (Optional informatlon) Type of Name Address adviser Name of chief gxecutive or names of senior stsff members (Optional Infonnation) Exemptions from disclosure Reason for non-disclosure of ke ersonnel details Other o tional information
Declarations The trustees declarè that they have approved the trustees, report above. Signed on behalf of the charity's tntstees Signaturels) Full name(s) Stephanie Pearson Position leg Secretary, Chair, etc) Chair of Trustees Date 07101126
Friends of Dafton St Mary's CofE School Balance Sheet September 2024 to August 2025 INCOME EXPENDITURE 8•tsnte Nai We# @ 315t Aus 2024 MIK Mill Painlln8 ol behch B&M Paint lor I7<h Amaion Fdoable 0k1rlev. Footballs OPAL parenikind OSM alb5 OSM Ind1n Dante %%brshop Amaiofi OPAL 5tora8e B¢x OW RaEts8ArtsOPAL loose Parts awn F(Kib15. Chalk pen5 OPAL AJha2vn OPALParty SpJknf IRekqaces bmkenl CheTrl Davty SeIl0n .iauts Wi150n i¥rripwn8 P•per DSM Choir Patenrtynd tt.i?2 W,, Westmortlnd &Furness Couneil IOraThaj Mwn i £ 19Z.(ThXI (,, DSM Schoo1 IOr(Inal É6.623.iMI Cumbria fmbroidery Girls Fix)rball Shirts LM1ninn Eady Year5 fnnerdale Haniers Clare Aoberf5 Sms oAyHefre5hDts 8reast Canctt AowXnkisTrees151b presented),, £62.DJ £28. £36.97 £163.fK) E178.50 E599.( Atrtumrt Disto Ke5wick to Barr¢X¥ Wall Christmas Frye Ortina Don•tioft $41a Cash Pot Easti Fayre 8reJsi CanceN)w Xm4 .rnMer F £382 67 £S50.OD £2.286 22 £L98.623.O) £562 S8. f 149.99 El.131.50 £43 98 £291.30 £161.15. £7S6.66 £16i.1S1 .T¢tsi In(orn• ! II•iweit •"I""""''_ ,'31$1 Auiu5t 2025 Accounts prerI1 b¥ies* Millinltors ', ,1 habt therked these accountsaccvrding to the bank balances rtteipis
(HARITY COMMIS510N FOR ENGLAND AND WAIES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trustees Dalton St Mory's Parent Voice On accounts for the year ended September 2024 1 August 2025 Charlty no (If any) 1196862 Set out on pages I report lo the trustees on my examination of the accounts of the above charrty ('Ihe Trust? lor the year ended Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordan wlth the Nuirements ofthe Charrf(ies Act 2011 I'the Act'}. I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 14515){bl of the Act. Independent IThe charity's gross income exceeded £250,000 and l am Qualified to examinerfs statement undertake the examination by being a qualified member of linsert name of applicable listed bodyll. Delgte I l rfnot applicable. I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination ¢etheF4 diselose&betr} which gives me cause to believe that in. any material respect.. the accounting records were not kept in accordan wrth section 130 of the Chartties Act,. or the accounts did not accord wrth the accounting records,. or the accounts did not comply with the applicable requirements conceming the form and conlenl of accounts sel out in the Charities {Accounts and Reports) Regu18tions 2008 other than any requirement that the accounts give a 'lrue and fairf view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination lo which attention should be drawn in this report in order to enable a proper understalIng of the accounts lo be reached. PleBse delete the words in Ihe br8ckets if they do not apply. Signed: Date: Name: Relevant wofesslonal qualifi¢ation(sl or bo y): IER Oct 2018
Address.. IA LA15 ¥FdTJ Section B Disclosure Only complete if the examinef needs lo highlight material mallers of Conrn (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Give here brief details of any items thatthe examinerwishes to disclose. IER Oct 2018