## **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
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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)**| |---|---|---|---|---| ||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 Fir*dths 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 Section B Statement of assets and liabilities at the end of the period Unr•strictsd funds Restricted fundB Io E Endtswment fund# to noarttt£ B1 Cash fund• 20.017.20 1.975 Total cash lunds 21.992 Unrn•trl¢t•d R•8trlel•d fund• Endowm•nt fund• wl*h CTht v•lu• Fund towNrh Cuvr•nt v•lu• tloMI B4 Aso9ts rotaln•d for th• ¢h•rbty'• ¢xn u FWKI tOT*hl¢ *4nwnt du• BS Uabllltl•8 ty one ortsts truBtg9S t•hall olall tho trLth8S nalure P￿rt Nam Date of CCXX R2 aL>))urts ISSI ## **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**