Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Trustees’ Annual Report for the period
From Period start date 15[th] Aug 2024 To 14[th] Aug 2025 Period end date
Charity name: The Westgate School Parent Staff Association
Charity registration number: 298873
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Developing effective relationships between the staff, parents and others associated with the school. Engaging in activities and providing facilities or equipment which support the school and advance the education of 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 |
Raising these funds are beneficial to the Westgate School community now and in the future through the advancement of education of current and future pupils. During the year the charity has run numerous events and sales which have funded much needed equipment, and also supported wellbeing activities within the school. The PSA are able to provide investment in areas that are impossible for the school to fund, and whilst the funds raised benefit the Westgate school community, the events held benefit the wider community with many events being open to them as well as the school community. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Decisions are based on the trustees having regard to the guidance on public benefit. |
Additional information (optional) You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
| Policy on social investment including program related investment |
||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | Activities are organised and delivered by volunteers, mainly parents and carers of current pupils, staff at the school and also the pupils themselves. They give up their time to staff and organise fundraising events or wider school activities. |
| Other |
Achievements and Performance
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SORP reference
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| Achievements and Performance | Achievements and Performance | 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 | This year the PSA held two main annual events, the Christmas fair and the Summer Fair - community wide events supported by parents, staff and pupils from across the whole school. Other events of the year included: Christmas raffle – tickets were sold online and the draw held at school and published online. Christmas trees were sold and delivered to the families of pupils and the local community. Christmas cards and gifts printed with the pupils’ festive pictures. Christmas wreath making. Quiz nights A disco for the pupils of the lower school. School uniform sales. Cake sales. From funds raised in the year, the PSA have been able to support the school through the provision of: Contribution to the Cathedral Christmas carol concert Hardship fund Pearson reading app Presentation evenings |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 |
|---|---|
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
| Performance of fundraising activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Financial Review
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Review of the charity’s Para 1.21 Our financial position at the end of the period
financial position at the end was very strong, cash reserves increased
of the period significantly during the year to August 14 [th]
2025, increasing from £30,190 to £57,993 or
£27,803 in the year to 14 [th] August 2025.
Statement explaining the Para 1.22 T he PSA will hold reserves such that the
policy for holding reserves following expenses can be met: - Standing
stating why they are held commitments to the school for example,
Canopy commitment, Cathedral service,
prefect ties, prom. - Working capital to fund
next events Other funds may be held in reserve
pending a large purchase where funds need to
be accumulated in order to provide the agreed
provisions.
Amount of reserves held Para 1.22 £57,993
Reasons for holding zero Para 1.22 n/a
reserves
Details of fund materially in Para 1.24 n/a
deficit
Explanation of any Para 1.23 n/a
uncertainties about the
charity continuing as a going
concern
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Additional information (optional) You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| 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 | Elected members at the AGM |
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: |
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 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
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Charity name The Westgate School Parent Staff Association
Other name the charity uses
Registered charity number 298873
Charity’s principal address The Westgate School
Cheriton Road
Winchester
SO22 5AZ
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Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Anna Devlin Chair From 10 October 2024 PSA Members
2 Julia Knock Co Vice Chair From 10 October 2024 PSA Members
3 Caleb Lewington Treasurer From 10 October 2024 PSA Members
4 Aysha Day Trustee From 15 August 2024 PSA Members
5 Jenny Harvie Co Secretary Resigned Dec 2025 PSA Members
6 Matthew Lowe Co Vice Chair From 06 November 2025 PSA Members
7 Hannah Porter Co Secretary From 06 November 2025 PSA Members
8 Kate Brook Ex Treasurer Up to 10 October 2024 PSA Members
9 Charlie Demant Ex Chair Up to 10 October 2024 PSA Members
10
11
12
13
14
15
16
17
18
19
20
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– 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
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the 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 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
Other optional information
Docusign Envelope ID: A2D869D5-C47A-442A-9138-4DFAE00391DF
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
| Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date |
|
|---|---|
| Caleb Lewington Anna Devlin |
|
Treasurer Chair |
|
3/23/2026 3/23/2026 |
|
3/23/2026 |
Docusign Envelope ID: C24237BE-332B-4CB5-9B4B-1B12B381B31B
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The Westgate School Parent Staff Association 298873
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 15/08/2024 14/08/2025
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 3,137 4,533 - 7,670 6,601
Fundraising sales and events 47,236 - - 47,236 36,466
Gift Aid 1,992 - - 1,992 88
Interest 366 - - 366 427
Sponsorships - - - - -
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
4,533 - 57,264 43,582
AR) [ 52,731 ]
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 52,731 4,533 - 57,264 43,582
A3 Payments
Raising funds costs 13,793 - - 13,793 9,277
Charitable activites 9,431 4,533 - 13,964 53,392
IT Software and consumables 354 - - 354 217
Other 1,350 - - 1,350 838
- - - -
- - - - -
- - - - -
- - - - -
- - - - -
Sub total [ 24,928 ] 4,533 - 29,461 63,724
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 24,928 4,533 - 29,461 63,724
Net of receipts/(payments) 27,803 - - 27,803 - 20,142
A5 Transfers between funds - - - - -
A6 Cash funds last year end 30,190 - - 30,190 50,332
Cash funds this year end 57,993 - - 57,993 30,190
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12/03/2026
CCXX R1 accounts (SS)
1
Docusign Envelope ID: C24237BE-332B-4CB5-9B4B-1B12B381B31B
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B4 Assets retained for the charity’s own use B3 Investment assets B2 Other monetary assets B1 Cash funds CCXX R2 accounts (SS) |
Signature Details Details Details Details Current account Deposit account and Petty Cash 32 day term deposit account Total cash funds (agree balances with receipts and payments account(s)) Details 2 |
Unrestricted funds Restricted funds to nearest £ to nearest £ 41,658 - 100 - 16,235 - 57,993 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Caleb Lewington Anna Devlin |
Endowment funds to nearest £ - - - |
|---|---|---|---|
| - | |||
| OK | |||
| Endowment funds to nearest £ - - - - - - Current value (optional) - - - - - Current value (optional) - - - - - - - - - When due (optional) Date of approval 12/03/2026 3/23/2026 3/23/2026 |
CCXX R2 accounts (SS)
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trusteèsl members of The Westgate School Parent Stsff Association On accounts for tho year ended 1411 August 2025 Charity no Irf any) 298873 Set out on pages I report to th8 trustees on my examination of the accounts of th8 abov8 charity {'the Trusl.) for the year ended l 4 O E to LJ Responsibiliti9$ and As thè charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examination of the Tnjst's accounts carried out under section 145 of the 2011 Act and in carrying out my examinatlon, I have followed the applicable Directions given by the Charity Commission under section 145(5){b) of the Act. I have ¢ompleted my examination. I confim that no material matters have come to my attention ') in connection with the examination which giv8s me cause to believe that In, any materi81 respect: accounting records werè not kepl in accordance with section 130 of the Act or the accounts do not accord wlth the accounting records Independent examlner's statement I have no concerns and have come acmss no other matters in connection with the examination lo which attention should be drawn in order to enablè a proper understanding of the accounts to be reached. se d818te th wonls in the brackets if they do not apply. Slgned: Date: Name: Relevant professlonal qualificationls) or body (If any): fELLqL) cf caLTh- _-g CttA) oqoai40 Address: L goSLo-kL 124). IER October 2018
Only complet8 if the examiner needs to highlight matters of concern (see CC32, Independent examination of chartty accounts: directions and guidance for examiners). Glve here brief details of any items that the examiner wishes to dlsclose. IER October 2018