2023-08-31-accounts - Lady Boswell's Parent Teacher Association

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Lady Boswell’s School Parent Teacher Associa�on

Registered charity no. 1034434 Report and Accounts 1 September 2022 – 31 August 2023

Your PTA’s dona�ons to the school totalled £36,993 in the 2022-23 academic year. Thank you for suppor�ng our events - here’s what we bought!

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Outdoor reading areas £4,880
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PE shed and pathway £6,698
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Sports Equipment £1,240
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PA system & microphone £436

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VR headsets £6,745 16 ipads, cases & trolley £5,341
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Lego spike prime sets £570
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Science Week £1,662
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Year R – Dinosaur Day £449

Year 1 – Seaside Day

£600

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Year 2 – Great Fire of London Day £465
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Year 4 - Roman Day £487
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Year 6 - Victorian Day £516
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Year 3 – Ancient Egyp�ans Day £487
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Year 5 - Greek Day £529
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Black History Month Workshops £683
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Hi-vis jackets £878

Christmas crackers £117

Corona�on bookmarks £301

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Year 6 transi�on books £101
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Forest school waterproof dungarees £299

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Easter eggs £94
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- Review of the Year 2022 23

The Commi�ee is pleased to report a fundraising total for the academic year of £35,673 and dona�ons to the school of £36,993.

Fundraising: It was a record-breaking year of fundraising for the PTA! This was in part due to a substan�al amount received in matchfunding, totalling a staggering £6,003, as well as dona�ons & grants of £1,244. The academic year began with Happy’s Circus coming to Lady Boswell’s for the second year running; an entertaining day for all who a�ended and raising £2,645. Following this, the PTA sold fireworks �ckets on behalf of The Round Table, with a £266 profit. Christmas was another big fundraising period, with a contribu�on from Stonepi�s Farm for Christmas tree sales (£66), Christmas card sales (£646), Fes�ve Film Night (£1,222), Countdown to Christmas raffle (£3,908) and ending with a very successful ‘Star of Wonder’ Christmas Fair, raising £5,475. The new year began with another great evening at the Quiz Night (£1,142), followed by the Mother’s Day pop-up flower shop later in the term, raising £921. A�er Easter, the popular weekly cake sales returned (£2,029), and the King’s Corona�on was celebrated (icecream sales £312 and corona�on mug sales £217). The annual Break the Rules Day was held in May (£716), and another pop-up shop was held for Father’s Day (£1,027). The year ended with a brilliantly organised ‘Treasure Island’ Summer Fair, raising £5,012 and a Fun Run held in Knole Park (£831). Other fundraising included second hand uniform sales held throughout the year (£1,170), AmazonSmile & Easyfundraising (£691), Bags2School (£111) and the Big PTA raffle (£20).

Dona�ons to School: these accounts show the analysis of the £36,993 dona�ons to school in 2022-23 and many are pictured.

Outdoors £11,578

PE shed (£6,698), outdoor reading areas (£4,880)

IT & Other Equipment £13,092

VR headsets (£6,745), 16 ipads, cases & trolley (£5,341), lego prime sets (£570), PA system & microphone (£436)

Classrooms £3,215

Classroom contribu�ons (which enable each teacher to purchase up to £250 of items for their class) (£3,215) Curriculum Enrichment £5,878

Science Week (£1,662), Black History Month Workshop (£683), Year R Dinosaur Day (£449), Year 1 Seaside Day (£600), Year 2 Great Fire of London Day (£465), Year 3 Ancient Egyp�ans Day (£487), Year 4 Roman Day (£487), Year 5 Ancient Greeks Day (£529), Year 6 Victorian Christmas (£516)

Extra-curricular £1,442

Other £1,789

Hi-vis jackets for children (£878), corona�on bookmarks (£301), forest school waterproofs (£299), Christmas crackers (£117), Year 6 transi�on books (£101), easter eggs (£94)

accounts. At 31 August 2023 this figure was £25,357. The Commi�ee works closely with the school to agree how funds should be spent and holds the principle that monies raised should be spent within a reasonable �me and in a way that can best benefit the pupils and the school.

Louise Mullen, PTA Co-Treasurer

21st October 2023

PTA Structure, Governance and Objec�ves

Lady Boswell’s Parent Teacher Associa�on is an associa�on of which all parents/carers of pupils and teaching and non-teaching staff of Lady Boswell’s Primary School are automa�cally members. It is governed by its revised cons�tu�on adopted on 3[rd] November 2023, which is based on the Parentkind model cons�tu�on. The Commi�ee is elected from the membership and for the period under review the following members made up the Commi�ee: Sharon Saunders (Chair), Helen Gush (Vice-Chair), Louise Mullen (Co-Treasurer), Rebecca Rushton (Co-Treasurer), Sarah O’Prey, Claire Leslie, Anneen Aucamp, Jill Bond, Erica Popplewell, Jemma Jackson, Celia McDonnell, Danielle Lau�er, Gemma Bailey and Gersande Coudyser. Gayle Co�on and Joanna David stepped down in January 2023. The objec�ve of Lady Boswell’s PTA is to advance the educa�on of the pupils of Lady Boswell’s C.E. Primary School by fundraising to provide ac�vi�es and facili�es (not normally provided by the Local Educa�on Authority). When planning our ac�vi�es for the year, the Commi�ee has considered the Charity Commission’s guidance on public benefit.

Co-Headteachers’ Thanks

Every member of our School community benefits from the work of our extraordinary PTA, who have again this year, provided us with exciting family events and child-focussed fun. Beyond this, the funds raised by the PTA have allowed the School, with an ever-tightening budget, to offer your children facilities, resources and experiences that would otherwise not be open to them.

PTA funds have, again this year, enabled us to provide each year group with a curriculum enrichment day, together with wider-school events in Science Week and activities linked to our RSHE curriculum. These offer valuable learning experiences for your children.

In addition, provision of additional IT, music, sports and classroom equipment has made a tangible difference and benefitted children across every year group. This year, the installation of outdoor reading areas has been a particular success, offering children a comfortable spot for a quiet read.

We are grateful to you for your continued support of the PTA initiatives, and thank the Committee for their hard work and drive. The resultant profits clearly demonstrate their success and your generosity. Please do continue to support your PTA in whatever way you can; should you be able to offer them a little of your time, please do contact them at ladyboswellspta@googlemail.com

On behalf of the children, staff and governors, we would like to express our thanks to the PTA Committee and to you all.

Hannah Pullen and Sharon Saunders

Co-Headteachers

Get Involved!

important for the school. All of the children at Lady Boswell’s benefit from PTA events and fundraising. You do not need to be on the Commi�ee to get involved, you can offer to be a ‘Friend of the PTA’. Friends provide support for PTA events but they do not normally a�end Commi�ee mee�ngs (which take place once a term).

Would YOU like to join the Commi�ee or become a Friend of the PTA?

Have YOU got a good idea for an event or ac�vity that could raise money for the school?

Does YOUR employer provide matched funding or support for your charitable ac�vi�es?

Do YOU have a skill that could be useful?

Do YOU have contacts/suppliers who could help the school save money, to add to the PTA database?

Please contact the PTA by email at: ladyboswellspta@googlemail.com We ac�vely encourage open dialogue so that all parents can ‘have their say’. In the last 21 years your PTA has helped parents raise the amazing sum of over £339,700. Well done!

Matched Funding

This is a fantas�c scheme whereby employers provide funding for charitable organisa�ons such as the PTA through their employees. It is a very simple yet immensely valuable resource from which extra funding can be raised for our school. In most cases, the company will match pound for pound up to a maximum level per employee each year. We are fortunate to have parents at the school who work for companies that do matched funding including State Street Bank, Ernst & Young, Addleshaw Goddard, BMS Group and Visa. There are hundreds more companies offering matched funding so please contact your Human Resources department to find out if they operate a scheme and email us at ladyboswellspta@googlemail.com so that we can build a database and hopefully access this funding.

Easyfundraising

To date we have raised over £7.7k via www.easyfundraising.org.uk, an excellent FREE service where you can shop with your favourite online stores and at the same �me, at no cost to you, raise funds for Lady Boswell’s. There are over 7,000 brands on board ready to make a dona�on – including eBay, Argos, John Lewis, ASOS, Booking.com and M&S. If you shop online and have not yet registered, please do so NOW – we are missing out on free money! Register your cause as Lady Boswell’s School – Sevenoaks and upload the ‘Dona�on Reminder’ so you never miss a dona�on .

Other ways you can help fundraise:

My Name Tags

School ID is 31490.

School life is a lot easier when things don’t go missing, so labelling your child’s belongings can be of big help. The My Nametags labels are extremely hardwearing and save a great deal of effort and poten�al lost property. They can be used on school uniforms, brownies/guides clothes, football kits, in fact almost anything. For every order of personalised labels, My Nametags will contribute to the school. Order online at www.MyNametags.com and use our unique School ID number (31490), you’ll be raising much needed money for the school. For more informa�on on our fundraising scheme, please go to: h�ps://www.mynametags.com/sta�c/img/downloads/MyNametags_fundraising_informa�on.pdf

S�kins

School ID is 11439 | h�ps://www.s�kins.co.uk/

Lady Boswell’s fundraising number is 11439. Please use this when you purchase your s�kins.

S�kins name labels are designed to be a truly mul�purpose name labelling solu�on. One pack of our s�ck on name labels can label pre�y much everything and anything so you don’t have to buy different labelling products for different items. The S�kins school fundraising scheme has distributed thousands of pounds amongst par�cipa�ng schools every year since 2004. While the details of our fundraising scheme have been fine-tuned over the years, its core principles have remained constant. We want to give schools and PTAs the opportunity to raise money while helping parents to safely and securely label their children’s belongings.

Thank you for your support!

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Lady Boswell's Parent Teacher Association Registered Charity
1034434
Financial Statements
1 September 2022 - 31 August 2023
INCOME & EXPENDITURE Income Expenditure Surplus/(Deficit)
£ £ £
Fundraising
Matchfunding 6,003 - 6,003
Grotto & Christmas Fair 6,298 (824) 5,475
Summer Fair 6,933 (1,921) 5,012
Countdown to Christmas Raffle 4,259 (351) 3,908
Happy's Circus 6,845 (4,200) 2,645
Cake Sales 2,029 - 2,029
Donations & Grants 1,244 - 1,244
Festive Film Night 1,431 (209) 1,222
Second hand uniform 1,475 (305) 1,170
Quiz Night 2,328 (1,186) 1,142
Father's Day Pop-Up Shop 1,382 (355) 1,027
Mother's Day Flower Pop-Up Shop 1,253 (333) 921
Fun Run 1,000 (169) 831
Break The Rules Day 716 - 716
Amazon Smile & Easyfundraising 691 - 691
Christmas Cards 646 - 646
Coronation Ice-creams 400 (88) 312
Fireworks 266 - 266
Coronation mugs 217 - 217
Bag2School 111 - 111
Stonepitts Christmas Trees 66 - 66
Big PTA raffle 20 - 20
45,611 (9,938) 35,673
Other Items
Interest and charges on CAF bank accounts (1) 146 (60) 86
-
Subscriptions & licenses (2) (520) (520)
-
Contribution to leavers' yearbooks (430) (430)
Sundry items - (312) (312)
146 (1,322) (1,176)
Surplus 2022/23 before Donations to School 45,757 (11,260) 34,497
Donations to School (36,993)
Change in Net Assets (2,496)
STATEMENT OF ASSETS & LIABILITIES AS AT 31 AUGUST 2023
As at 31/08/23 As at 31/08/22
ASSETS £ £ £
Cash at bank and in hand 25,357 27,197
Prepayments 263 330
Accrued Income - Fun Run Gift Aid 188 79
Accrued Income - Matchfunding 1,598 -
27,406 27,606
LIABILITIES
Accrued Expenses (2,297) -
25,110 27,606 (2,496)
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NOTES TO THE ACCOUNTS
(1) CAF (Charities Aid Foundation)
(2) Subscriptions & licenses £
PTA Events subscription 360
Lottery license - Sevenoaks District Council 20
Parentkind membership 140
520
Parentkind is the national association of Parent Teacher Associations
Analysis of Donations to School 2022-23
£
Outdoors
PE Shed 6,698
Outdoor reading areas 4,880
11,578
IT & Other Equipment
VR headsets 6,745
16 iPads, cases and trolley 5,341
Lego spike prime sets 570
PA System and microphone 436
13,092
Classrooms
Classroom resources 3,215
Curriculum Enrichment
Science Week 1,662
Black History Month Workshop 683
Year R - Dinosaur Day 449
Year 1 - Seaside Day 600
Year 2 Great Fire of London Day 465
Year 3 - Egyptian Day 487
Year 4 - Roman Day 487
Year 5 - Greek Day 529
Year 6 - Victorian Christmas 516
5,878
Extra-curricular
Sports equipment 1,240
Sports flags 202
1,442
Other
Hi-vis jackets for children 878
Coronation bookmarks 301
Forest school waterproof dungarees 299
Christmas crackers 117
Year 6 transition books 101
Easter eggs 94
1,789
Total Donations to School 2022-23 36,993
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Twenty One Year Summary of Fundraising and Donations
Donations to
Year Fundraising school
£ £
2022-23 35,673 36,993
2021-22 32,084 22,518
2020-21 11,812 10,796
2019-20 10,202 16,971
2018-19 28,104 15,381
2017-18 20,031 18,397
2016-17 28,676 31,737
2015-16 14,569 9,600
2014-15 24,895 25,389
2013-14 27,999 38,519
2012-13 12,382 8,017
2011-12 19,651 13,320
2010-11 18,790 15,794
2009-10 9,301 13,322
2008-09 7,091 4,328
2007-08 10,457 7,473
2006-07 4,554 5,975
2005-06 7,850 5,995
2004-05 4,942 7,223
2003-04 4,534 2,548
2002-03 6,150 -
339,746 310,296
Report and Accounts produced by Accounts examined and approved by
Louise Mullen Co-Treasurer Taisia Hughes
21st October 2023 1st November 2023
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Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Lady Boswell’s Parent Teacher Association On accounts for the year 31 August 2023 Charity no 1034434 ended Set out on pages 9-11 (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 08 / 2023.

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ 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 to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Name: Taisia Hughes Relevant professional ICAEW member qualification(s) or body (if any): Address: 13 Hitchen Hatch Lane Sevenoaks TN13 3AU

Date: 01/11/2023

Oct 2018

IER

Section B

Disclosure

Only complete if the examiner needs to highlight material 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 .

Oct 2018

IER