## **Springfield Primary School PTA – Trustees Annual Report – Year Ended 31st August 2022** We are back! This year saw a welcome return to more of the normal PTA activities, following the lifting of nearly all Covid-19 restrictions, to the delight of all our treasured volunteers, Springfield staff, parents and most importantly, the children. The return of the Christmas fair saw an impressive uptake. With the Christmas activities being the first run of events after restrictions being relaxed, we were acutely aware of the continuing pressures experienced within our community. As a result, the PTA made the decision to keep the fair in school time so all children could benefit from the event, asking for a suggested donation from parents, rather than a ticket price. This was well received and will be a formula that will continue. Other Christmas events such as the Chocolate tombola and Santa’s Grotto also returned to the events calendar. The annual quiz night, school discos across all the key stages and Mothers & Father’s Day markets were also possible again which enhanced our fundraising potential. The summer fair returned in the form of ‘Springfest’ with multiple outdoor stations for the children to enjoy in school time, in the same format as the Christmas fair. Overall, the running of the events in a considered way had good feedback. However, it is worth noting that we recognise the PTA is for all stakeholders within the school community and we are looking to increase the number of activities where parents can get involved and interact with the school. We would like to extend our thanks to the Springfield staff for working with the PTA in the return of all our timetabled activities, in a way that benefited the children but also supported the school’s preferred way of working with their ongoing Covid protocols in place. ## **Fundraising** The increased activity this year resulted in an impressive £18,252 profit, which is an 86% increase from the prior year. Profit by event is shown below with comparatives for prior years. |**Profit by event**|**2022**|**2021**|**2020**|**2019**|**2018**| |---|---|---|---|---|---| ||||**£**|**£**|**£**| |Christmas Events|7983|3,859|7,819|7,244|5,762| |Summer Fair & Raffle|4914|4,379|0|7,100|6,025| |Summer Ball|0|0|0|3,726|0| |School Discos|1860|0|133|1,867|1,663| |Quiz night|1344|0|-21|1,571|1,595| |Matched funding and general
donations|200|0|798|1,472|3,180| |Mother's Day & Father's Day
markets|966|0|312|813|0| |Autumn Cups|443|354|0|0|0| |Cash Prize Draw|0|0|320|507|0| |Bags2School|182|93|272|408|541| |Freeze pop Friday|0|0|335|219|231| |Card Sale|360|0|0|0|0| |Easy Fundraising|0|0|19|52|112| |Mrs Chards 100 Miles in May
Donations|0|1,110|0|0|0| |Unpresented cheques|0|0|0|0|80| ||**18,252**|**9,795**|**9,987**|**24,979**|**19,189**| ## **Income and Expenditure Statement** The income and expenditure statement is detailed below; ||**Funds b/fwd at 01/08/21**
**10,045.17**| |---|---| ||**Event**
**Income**
**Costs**
**Gross**
**Surplus £**| ||Autumn Cups
510
**-67**
**443**| ||Xmas Fair
3,124
**-204**
**2,920**| ||Xmas cards
1,662
**-1,294**
**368**| ||Grotto
1,982
**-809**
**1,173**| ||Xmas Markets
2,099
**-1,163**
**936**| ||Choc Tombola
679
**0**
**679**| ||Xmas Raffle
1,993
**-86**
**1,907**| ||M/F Day Markets
1,887
**-921**
**966**| ||Discos
2,865
**-1,005**
**1,860**| ||Quiz
2,468
**-1,124**
**1,344**| ||Summer Fair
3,731
**-550**
**3,182**| ||Summer Raffle
1,822
**-89**
**1,733**| ||Asda
200
**0**
**200**| ||Bags2School
182
**0**
**182**| ||Card Sale
360
**0**
**360**| ||**Total Income**
**25,565**
**-7,312**
**18,252**| ||**Expenditure**| ||Llandudno (2 classes)
**360**| ||Y4 Chester Trip
**900**| ||Book bags
**791**| ||Diaries
**1,408**| ||Ice Creams/ice pops
**815**| ||RWI contribution (50%)
**1,600**| ||Licences / general expenses
**128**| ||Class Budgets
**1,436**| ||**Total expenditure**
**7,438**| ||| ||**Funds carried forward**
**20,859**| ## **Income 2022** Total funds raised in the year were £25,565. After costs, this resulted in a Gross surplus of £18,252. In addition to the events mentioned above, other income was generated through the Bags2School initiative, a donation from Asda’s community green token giving initiative and a card sale of Paperchase cards and gifts donated to the PTA. The Christmas income increase was driven by the increase in the number of events over the period. The summer events had the same format as prior year, so income was consistent with prior year. The return of an in-person in-school weekend event is under discussion with the school for next academic year. All other events returned income levels similar to prior years. ## **Expenditure 2022** With the school’s concentrated effort on a return to pre-covid curriculum activity, any PTA funded capital/infrastructure projects, such as the dining room, were put on hold. The PTA prioritised the support of the extra Year 3 and Year 4 trips to make sure the children caught up with those educational trips that they missed during lockdown. We made a 50% contribution to the re-stock of the Key stage 1 Read Write Inc reading books, which was pledged at the end of last year. We also treated the children to Ice cream on the last day of term to celebrate being back in school! Key expenditure is detailed below: **School trips** - £1,260 (Chester / Llandudno) **RWI Contribution** - £1,600 **Last Day Ice Creams -** £815 In addition to the above, we continue to fund the following expenditure, which are on-going commitments to the school: - £100 Class Funds - total spend £1,436 - Homework diaries for all junior pupils - £1,408 - School bags for all new Reception pupils - £791 The closing cash position on 31st August 2022 was £20,859. There were no adjustments for unpresented or uncleared items. ## **Looking forward** Following discussions with the school senior management team, it was agreed in that any surplus funds going forward will help fund a new forest school area in the field and a new canopy for an outdoor play area. We have asked the staff to present a wish list of projects that we will look to support next year. ## **Key Committee Members & Meetings:** PTA meetings are generally held once per school half term, plus the AGM. Key committee members for the period reported upon: - Chair - Mrs Rachael Woodman - Deputy Chair - Mrs Jan Blackman - Treasurer - Mrs Lyndsay Sheridan ## **Trustees during the Year ended 31[st] August 2022** - Rachael Woodman (Chair) - Paula Garbett JP - Andrew Moth - Jan Blackman (Deputy Chair) - Lyndsay Sheridan (Treasurer) ## **Trustees outgoing in the year ended 31[st] August 2022** - None Declaration of Conflicts of Interest – None ## **Chair comments** **21/22 as you can see from Lyndsay’s amazing minutes was back in the game PTA funds wise. We have been able to take some learnings from Covid and kept some events in school time and will continue with this model. The amount raised across the year against a backdrop of a cost-of-living crisis is a reflection of not just the PTAs hard work but the fact that the school inspires such support from its community of families.** **Id like to note the incredible asset with have gained in Kate McCarthy, amazing Raffle work and awesome creative input. Thanks Kate.** **Lyndsay – treasurer extraordinaire dragging us in the 21[st] century with online banking, Clara keeping us fully minuted, Mia doing all the magic dust marketing and Jan ….more later! The whole PTA team is a brilliant unit with so many contributors.** **Thank you from me to all the teachers and Springfield back-office staff for supporting our endeavours, in particular Mrs Garbett, Mr Moth & Mrs Gardner – we are so grateful. Academic year 22/23 has already been incredible and we look forward to the AGM celebrating those achievements in the Autumn.** **It only right to note in these minutes that 22/23 is the last year of awesome Jan – she wont be here for the AGM in October so Id like to take this opportunity to formally minute her incredible contribution to the PTA for the last 5 years. Jan is a personification of small but mighty and her energy and hard work I think will only truly be understood once we exist without her. Thank you Jan for being amazing!** **Jan has spent 22/23 so far handing over to Kate McCarthy and we will formalise that transfer in next academic’s year AGM. Jan is of course irreplaceable but I know shes so glad to leave her work in Kate’s hands.** ## **Rachael Woodman - Chair** PTA I&E 21122 IW17 Autumn Cups Xmas Fair Xmas cards Grotto Xmas Markets Choc Tombola Xmas Raffle MIF Day Markets Discos Quiz Summer Fair Summer Raffie Asda Ba8s2School Card Sale 510 -67 3,124 1.662 2.920 1.173 936 679 lJ17 -L163 679 1.993 1.887 2,865 2.468 3.731 Im2 -1.124 -550 3.182 182 360 25565 182 360 252 Ex nditure Llandudno12 classes) Y4 Chester Trip Book baBS Diaries Ice Creamsfice pops RWI contriution150%} licences I general expenses Class Budgets otal eXpendI￿re 360 791 IM08 815 L600 128 20J59 Treasurnr $i￿al￿re L SHERIDAN Date- Iq Cwnters*nature Name: ILH Date: PTA I&E 21122 IW17 Autumn Cups Xmas Fair Xmas cards Grotto Xmas Markets Choc Tombola Xmas Raffle MIF Day Markets Discos Quiz Summer Fair Summer Raffie Asda Ba8s2School Card Sale 510 -67 3,124 1.662 2.920 1.173 936 679 lJ17 -L163 679 1.993 1.887 2,865 2.468 3.731 Im2 -1.124 -550 3.182 182 360 25565 182 360 252 Ex nditure Llandudno12 classes) Y4 Chester Trip Book baBS Diaries Ice Creamsfice pops RWI contriution150%} licences I general expenses Class Budgets otal eXpendI￿re 360 791 IM08 815 L600 128 20J59 Treasurnr $i￿al￿re L SHERIDAN Date- Iq Cwnters*nature Name: ILH Date: