Trustees’ Annual Report for the period
From 1[st] September 2024 To 31[st] August
Charity name: Oaklands Schools PTA
Charity registration number:296449
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To advance the education of pupils in Oaklands Schools by: 1. Developing effective relationships between Staff, Parents, Children and others 2. Engaging in activities or providing facilities or equipment which support the schools & advance the eduction of it’s pupils |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
General fundraising activities to support the objectives, including, but not, limited to: end of term discos, second hand uniform sales, non-uniform days, fireworks event, Christmas activities and sponsored events. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Confirmed |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference |
||
|---|---|---|
| Policy on grant making | Para 1.38 | N/A N/A |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by | Volunteers are made up of staff |
| volunteers | members and parents of children attending the schools. They give up their personal time to help raise funds for the PTA by manning stands at events, organising activities, sorting uniform, selling tickets to events and making posters etc |
|
|---|---|---|
| Other | N/A |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | Majority of income cam from events/activities as outlined above. Key fundraising activities for this financial year were: Firework event School Discos Just Giving Donations Christmas Wreath Making Refreshment Sales Main payments to the school were: Shelter for Playground Partial funding two Teaching Assistants |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | N/A |
| Performance of fundraising activities against objectives set |
Para 1.41 | N/A |
| Investment performance against objectives |
Para 1.41 | N/A |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The PTA was very pleased with a great year of Fundraising. |
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves held until funds accumulate to provide disembursement to schools. Funds provided at various stages during the academic year. Minimum of one disembursement per term. |
| Amount of reserves held | Para 1.22 | £1000.00 |
| Reasons for holding zero reserves |
Para 1.22 | N/A |
| Details of fund materially in deficit |
Para 1.24 | N/A |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | N/A |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
N/A |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | N/A |
| A description of the principal risks facing the charity |
Para 1.46 | Lack of parents / teachers willing to – not only join the PTA but wanting to take key roles such as chair or treasurer. |
| Other | N/A |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution: Adopted 15/10/1986 Amended: 25/01/2011 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Association |
| 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 trustees |
Para 1.25 | Trustees are appointed or re-appointed annually at AGM held in Q1 |
Additional information (optional)
You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and training of trustees |
Para 1.51 |
N/A |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | N/A |
| Relationship with any related parties |
Para 1.51 | N/A |
| Other | N/A |
Reference and Administrative details
| Charity name | Oaklands Schools Parent Teacher Association |
|---|---|
| Other name the charity uses | Oaklands Schools PTA |
| Registered charity number | 296449 |
| Charity’s principal address | Oaklands Infant School Butler Road Crowthorne Berks RG45 6QZ |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Sarah Hinchin | Chair | |||
| Natalie Dent | Chair | |||
| Denise Griffiths | Treasurer | 01/08/2025 - current | ||
| Annabel Parker | Treasurer | 01/09/2024 – 31/07/2025 | ||
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity
Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects
Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
N/A
Other optional information
N/A
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) DM Griffiths
Full name(s) Denise Griffiths
Position (eg Secretary, Treasurer Chair, etc)
Date
25/03/2026
I CHARITY COMMISSION FOR ENGLANO AND WALES Recei ts and ments accounts CC16a Forth• perlod To oiiryar2024 31108r2025 Section A Receipts and payments fund Totsl fun A1 R•c•l Dis(x) fnthJe8 Firdths Just Givi Non Unilom D SL4rmer Raffle Unifr*m S81 hBr Iiitxyntr 1241 17.4flJ 17 8,703 or AR) Di 7.153 2.101 10.364 7.1153 2,101 10.J54 InlaDI kli¥ity Jvsl Giwryj we TA ExF4ns• Wreath Maki othor EAwroe 471 4,272 Sub to 0.247 A4 A8¥•t and Inv•8tm•nt Sub to 40.247 40,247 Net of rncOl(P4yments} AS Trnnsfern belween lund• A6 Cash funds last year end C•sh fvnds thls ye•r •nd CCXX R1 actounts {SSI
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name
Oaklands Schools Parent Teacher Association
On accounts for the year ended
31/08/2025
Charity no (if any)
296449
Set out on pages
1-7 of the Annual Return
(remember to include the page numbers of additional sheets)
Responsibilities and basis of report
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025.
As the charity trustees of the Trust, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.
Signed:
C.Hope
Date:
11/05/2026
Name:
CHRISTOPHER HOPE
Relevant professional qualification(s) or body (if any):
1
October 2018
IER
Address:
22 BUCKLER RIDE
CROWTHORNE
RG456HQ
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose . No additional notes.
2
October 2018
IER