**To** ## **Trustees' Annual Report for the period** Period start date Period end date 01 09 2022 31 08 2023 **From** ## Section A Reference and administration details **Charity name Other names charity is known by Registered charity number (if any)** 288358 St James’s Parents & Friends Association **Charity's principal address** 260 Stanley Road |
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20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Rowenna
Blackman|Chair||PFA| ||Laura Wright|Secretary||PFA| ||Izabela McCartney|Treasurer||PFA| ||Heather Robyn
Lane|Co-Chair|Appointed 04/10/2023|PFA| ||Ciara Beatty|President||PFA| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** **TAR** March **2012** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |**Chartered Accountant**|Dave E Glynn|5 Pennington Street, Liverpool, L4 5QD| |||| |||| |||| ## **Name of chief executive or names of senior staff members (Optional information)** ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution adopted 05.10.1983 Type of governing document (eg. trust deed, constitution) Association How the charity is constituted - (eg. trust, association, company) Proposed and elected members at PFA AGM Trustee selection methods - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **Summary of the objects of the charity set out in its governing document** To advance the education of the pupils of St James’s school by providing, or assisting with the provision of, facilities for education at the school. **TAR** March **2012** 2 Organise fundraising events throughout the school year to raise funds for the school while providing a range of social events for parents, friends, families and neighbours of the school. Invitation to many of these events is extended beyond the school community to the local area and are advertised in the local Catholic Church newsletters. **Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. **TAR** March **2012** 3 Section D Achievements and performance Main fundraising events during the year were: **Summary of the main** Harvest Festival, Fireworks night, Christmas fair, Harvest festival, Donate **achievements of the charity** for Digital fund raising and coffee mornings. **during the year** **TAR** March **2012** 4 ## **Section E Financial review** Reserves are held for future anticipated expenditure. At the end of the **Brief statement of the** reported year the bank reserves were £73,146 **charity’s policy on reserves** **Details of any 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 of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **Section F Other optional information** ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** **Full name(s)** Izabela McCartney **Position (eg Secretary, Chair,** Treasurer **etc) Date** 20/06/2024 **TAR** March **2012** 5 CHARITY COMMISSION FOR ENGLAND AND WALES CC16a St James's School Parents and Friends Association 28835B Receipts and payments accounts For the period from 0110912022 To 3110812023 funds Restrlcied fvnd¥ Entlowm•oi fvntl¥ tolh•n•arHI fotho nMrHIE totho nMres1£ Totsl L•8t year tothp n•4rpstE totho nolmt£ A1 R•¢olpts .915 &?J7 2Ji 60.900 5.737 27,224 DOn4le loi dl4114lbJtttty Don&lion 277 Othèrr8wt Sub tot•l(Gross incom8 lorARI 66.953 86.953 34,090 A2 ind In¥•8tm•nt •o1•8. l•wtabl•l. Sub ¢ot•l Totslrncolpts .963 66.963 34,090 A3 Payment• S¢hoolpuic*è•es subl￿p1 46.901 140 19.82• 140 2.603 027 Profe$ilon4lf¢e 124 2.030 2,W2 PFAExp•ng•i 400 144 20 23,642 Otr*rp8ymnii Sub ¢ot41 ,711 62,711 A4 ￿••t and In¥e•tmnt purtha8M. Non•. Sub lot•1 Totsip*ym•nts $2,711 62,711 23,642 Netof recelpts/(payrnentsJ AS Tr¥n•fvr• bo¢woon lun¥• A6 Cash lund8 la8tyoar•nd C85h funds thls yearend 14142 io, $1,904 73,148 48,JS$ 73.146 CateBorfes Detsl R•¥trlctgd R•¥trf¢t•d fvnd¥ tonoarnst£ B1 Cash fund$ Cash Hibxnk. 81318 Cash aibank. 11 Jla Totalcash funds 73.146 Slgned by one ortsvo tru¥tw¥ on behalf of all the trustees Signature Print Name CCXX Rl aCCOuntslSSI 2010512024 CHARITY COMMISSION FOR E￿LAND AND WAIES Independent examinerfs report on the accounts Sèction Indep•ndont Examinor's Report R•port to th• tru•t••i Sl Jamgs's PaTents Fnends Assw"atw On a¢counts fwth• y••r 31•1 A￿USt 2023 Charlty no (H•nyl 288358 I report to tha ¢Nstae8 on my examlnakn of the Acc￿nts of the atKw• charity Ilhe Trusfi I(￿ Ihe yeaf ended 31108 12023. RMpon•lblllll•• and bMl¥ of r•port As thg chws sffju arn fofthe weparalbn olth• accounts In acrthm V•ilh th& r￿uIrementS of the Charitkn kt 2011 llhe Acri. I r&wrt In respect crf my examlna15on crftho Tn￿S aCc￿nIS carrfod otrt undw sect•Jn 145 of the 2011 Act and in carrylThJ my 8xaMinat￿n. I hovo folkTh*d all tho oppbcable DNec*c￿8 by th• CW Commlss Utth 8ect*)n 149SKbl oftho Act. Independent I have c￿pknd my 9xam1￿1￿M and I conflffli that no material rnatte •xamlne¢s itsternent have cryne to my attentth In u)nnection V￿th tho gx•minatson and the a¢¢￿tillr$ re(yxd8 k•¢l in 4c(¥xthnco *ith 130 ofth• Chantkn Act. I have no ccrfK•rrt8 arrtl ccrtne atyoss Th) matters In c4Mnecth)n ￿th tho examin4lion lo atteniion should be dr8vm In this in order to 8l9n•d: D•t•: 2Mla￿2024 Nam•: Davkl E Gtynn• R•l•vanl prohsslonal qu•llfic•tbonl•l or body 111 any): S Penningtthi Slre8t L4 5QD IER Ocl 2018