WPSA Trustees Annual Report Charity no 10385931243
WPSA Trustees’ Report 2021 - 2022
Westbury Park School Association
Trustees Annual Report for the year ended 31st August 2022
The Trustees of the Westbury Park Association (WPSA) present their annual report in accordance with Part VI of the Charities Act 1993 and applicable regulations. The names of the Trustees are listed later in the report.
WPSA structure, aims and objectives
The WPSA is a registered charity run by the Trustees, who are parents of children, or staff at Westbury Park Primary School. The membership of the Association comprises all parents and / or guardians of pupils attending the school and all the staff. The Officers and Ordinary Committee Members (the Trustees) are elected on an annual basis at the AGM.
The WPSA operates in accordance with its Constitution, with the main objective of advancing the education of pupils in the school. This is achieved through making donations/grants to the school:
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Raising funds to enhance available facilities and resources in the school curriculum;
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Developing a sense of community within the school;
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Supporting the school’s links with the wider community.
All parents, carers and staff are automatically members of the WPSA.
Class Representatives (two to four volunteers from each year group) also play a key role in the operation of the WPSA. They are responsible for:
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Forwarding WPSA emails to their year groups;
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Funning one cake sale per year;
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Organising one annual fundraising event;
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Producing craft items to sell at the Christmas Bazaar;
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Promoting the WPSA generally and encouraging people to volunteer.
Funding Objectives
The School Leadership Team identified the 2021/22 funding objectives in support of the School priorities, which included ICT, focus on the People, year group enrichments activities and development of the playground. The objectives, which were agreed by the WPSA Committee are set out below.
| Improving and enhancing the playground environment Chrome Books Year group enrichment activities or speakers (£300 per year group) Year of Wellbeing Books Total Funding Target |
Budget £3,250 £7,000 £2,800 £2,000 £3,500 £18,550 |
|---|---|
Thanks to the dedication of the committee and the fantastic support of parents, carers and staff, the WPSA raised £19,450.
WPSA Finances 2021/2022
| Funds at start of year Fund Raising Activities Donations to School Other expenses Net receipts/(payments) Funds at end of year |
£8,667 £16,415 |
£19,450 £(11,550) £(152) £7,748 |
|---|---|---|
Funding target and grants/donations made to the school can be achieved through funds raised in the current year and surplus reserves from previous years fund raising. Grants/donations are not always settled in the same year as the funding objective.
The WPSA once again organised a wide range of social events, which were enjoyed by many within the school community.
Fundraising Activities
Funds were raised from the following activities:
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Regular Donations;
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Cake and Ice lolly sales;
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Uniform Sales;
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Events;
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Sponsorship at events.
Regular Donations
Parents are able to make regular monthly, quarterly or even annual financial donations to the WPSA. Gift Aid is claimed for any donations made by UK Taxpayers. Sales and Promotions
Cake and Ice lolly sales
Year Group represents take it turns to arrange a bake sale during Autumn and Winter months and ice lolly sales during Summer months.
Uniform Sales
The WPSA provides a uniform shop, through an external online provider, Mapac. The price of each item includes a small mark up, which is paid the WPSA (minus a
percentage charge for credit /debit card payments) by the online provider. Uniform income of £1,029 was received during 2021/22.
In addition to sales of new uniform, sales of second-hand uniform donated to the WPSA raised £800.
Throughout the year, the WPSA organizes cake sales and during the summer there are weekly ice lolly sales. In the lead-up to Christmas, the WPSA organises the sale of:
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Cards with festive scenes designed by the children;
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Christmas Trees at the Christmas Fair;
Parents, carers and staff can fundraise for the WPSA whilst they shop online through Easyfundraising, which donate a percentage of sales to our charity.
Events
There is a wonderful sense of community at Westbury Park School and amazing support for fundraising events. Throughout the year volunteers came up with some great events including:
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Disco and Bingo evenings for the children
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Christmas Fair and Summer Fair for all the family
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A quiz for adults
Sponsorship
Family events such as the Christmas Fair and the Summer Fair (Westfest) receive sponsorship from local businesses.
Thank you
The WPSA Trustees would like to take this opportunity to thank all the people who gave their time and their talents so generously last year. The WPSA relies on the hard work and enthusiasm of many within the school community and their efforts are hugely appreciated.
In particular, our thanks go to the extraordinarily patient staff in the school office, Mr. Bamber, Head Teacher and Mrs Clark (Deputy Head Teacher).
A number of parents have dedicated much of their spare time to fulfilling the key roles on the WPSA committee over the past few years.
Legal and Administrative Information
Westbury Park School Association is a registered charity, number 1038593. Its principle address is Westbury Park School, Bayswater Avenue, Bristol, BS6 7NU.
The members of the committee during the financial year 2021/22, who were responsible for the management and control of the charity, were as follows:
Emma Stirk Chair Katherine Gould Vice Chair Hugo Gallery Treasurer Maria Velecela Vice Treasurer Jenny Bobroff Communications Annabel Fletcher Secretary Helen Clarke Teacher Rep Richard Bamber Principal Gemma Haworth Events Victoria Shufflebottom Uniform Sales
Trustees: Emma Stirk, Hugo Gallery
On the 9[th] May 2023, prior to submission of the 2021-22 Trustee Report, the Chair Emma Stirk resigned and was replaced by Ellie Green.
Bank: The WPSA banks with Lloyds Bank, Westbury-on-Trym, Bristol
The WPSA has a reserve limit of £5,000. This buffer is to make sure there is always enough cash available to fund future fund raising events. Anything over and above £5,000 can be donated to the school in line with their funding objectives.
Independent Examiner of accounts: Mark Campion-Smith
WPSA 2021/22
Accounts Summary
Receipts and Payments for the Year Ending 31st August 2022
| Fund Raising net of expenses Adult Quiz Ball Bring and Buy Sale Cake Sales Charities Trust Christmas Cards & Wrap Christmas Fayre / Puddings Christmas Fund Raising Cook Book Donations Easy Fundraising Easter Egg Trail Euro Sweep Stake Gift Aid Claim Ice Lollies Interest Kids Bingo Kids Disco Magic Show Redland May Fair Uniform Wine and Cheese night Westfest Donations to School and Other Payments Donations to School Other Expenses Difference in Receipts and (Payments) Assets & Liabilities as at 31st August 2019 Current Account Savings Account Cash Cake Sale Float Total Assets |
Year to 31 Aug 2022 £ £ £874 (£2,031) - £1,562 - (£45) £6,734 - £1,810 £655 £117 - - - £687 £1 £938 £1,766 - - £1,829 - £4,551 £19,450 £11,550 £11,550 £152 £152 £7,748 As at 31 Aug 2022 £ £ £7,152 £9,223 £40 £16,415 |
Year to 31 Aug 2021 £ £ - - - - - £798 £190 £2,735 (£895) £3,715 £146 £410 £193 - - £1 - £435 - - £1,526 £566 - £9,819 £17,850 £17,850 £123 £123 (£8,155) As at 31 Aug 2021 £ £ £659 £7,968 £40 £8,667 |
Variance £ £ £874 (£2,031) - £1,562 - (£843) £6,544 (£2,735) £2,705 (£3,060) (£28) (£410) (£193) - £687 £0 £938 £1,331 - - £303 (£566) £4,551 £9,631 (£6,300) (6,300) £29 £29 £15,902 Variance £ £ £6,492 £1,255 - £7,748 |
Variance £ £ £874 (£2,031) - £1,562 - (£843) £6,544 (£2,735) £2,705 (£3,060) (£28) (£410) (£193) - £687 £0 £938 £1,331 - - £303 (£566) £4,551 £9,631 (£6,300) (6,300) £29 £29 £15,902 Variance £ £ £6,492 £1,255 - £7,748 |
|---|---|---|---|---|
| £7,748 |
WPSA 2021/22
Accounts Summary
| Rece | ipts and Payments Notes ipts Fundraising Income 1 Gift Aid 2 Uniform Income 3 Other Income 4 ents Fundraising Expense 1 Uniform Expense 3 Other Expenses 5 Donations to School 6 rence in Receipts and Payments ts & Liabilities Bank Current Account 7 Savings Account 7 Cash Cash Cake Sale Float 7 Other Uniform Stock (cost) 7 Total Assets |
Year to 31 Au | g 2022 £ £30,747 £22,999 £7,748 £ £16,415 |
Year to 31 Aug | 2021 £ |
||
|---|---|---|---|---|---|---|---|
Rece |
|||||||
£ £28,262 £1,829 £656 £11,297 £152 £11,550 £ £7,152 £9,223 £40 - |
£ £8,125 £1,526 £3,716 - £3,548 £123 £17,850 £ £659 £7,968 £40 - |
||||||
| Paym | |||||||
| £13,366 | |||||||
| Diffe | |||||||
| £21,521 | |||||||
| (£8,155) | |||||||
| Asse | £ | ||||||
| £8,667 | |||||||
| Check | £0.00 | - | |||||
| 1 | Notes Fundraising Income and Expenditure Adult Quiz Westfest Cake Sales Christmas Cards & Wrap Christmas Fair / Puddings Wine and Cheese Tasting Year 4 Xmas Fund raising Easy Fundraising Santa's Grotto and Hampers Easter Egg Trail Kids Bingo Kids Disco Redland May Fair Ice Lollies Bring and Buy Sale Ball Circus Magic Show Nativity Trail Euro's Sweep Stake Cook Book Relating to prior year |
Ye | ar to 31 Aug 2 | 022 Profit £ £874 £4,551 £1,562 (£45) £6,734 - - - £117 - - - - - £938 £1,766 - £687 - (£2,031) - - - - - £1,810 - £16,965 |
Y | ear to 31 Aug 20 | 20 |
| Income £ £1,488 £9,915 £1,562 - £9,333 - - £117 - - £938 £2,344 £754 - - - £1,810 |
Expense £ £614 £5,364 £45 £2,599 £578 £67 £2,031 |
Income £ - - £831 £678 £2,336 £450 £146 £2,234 £592 £615 - £51 £193 |
Expense £ - £32 £488 £1,770 £182 £180 £895 |
Profit £ - - - £798 £190 £566 £450 £146 £2,234 £410 - £435 - - - - - - £51 £193 £895 - - |
|||
| £28,262 | £11,297 | £8,125 | £3,548 | £4,578 | |||
| - | - | - | - | - | - | ||
| 2 | Gift Aid Claim | £ | £ | ||||
| £0 | £0 | ||||||
| 3 | Uniform Sales Purchases |
£1,829 | 1,526 | ||||
| Profit | £1,829 | - | |||||
| £0 | (£1,526) | ||||||
| 4 | Other Income Gift Aid Personal Donations Charities Trust Interest Other Donations |
£225 £1 £430 |
- £410 £1 £3,305 |
||||
| £656 | £3,716 | ||||||
| £0 | £0 | ||||||
| 5 | Other Exps AGM Expenses Lottery Gambling License PTA Subscription/Insurance Store bins & bags Money Belts / Stationary Deposits for Future events |
£24 £128 |
£123 | ||||
| Total Expenditure | £152 | £123 | |||||
| £0 | £0 | ||||||
| 6 | Donations to school Cake Sales General Year Group Enrichment Chrome Books School Reorganisation Playground Toilets Anti-Bullying House Development / Extra curriculum Mosiac 125th Anniversary PA system for hall Wills Walk IT Upgrade Books / Reading Other |
£2,800 £3,250 £2,000 £3,500 |
£2,800 £6,405 £8,645 |
||||
| £11,550 | 17,850 | ||||||
| £0 | £0 | ||||||
| 7 | Assets Cash at Bank Current Account Savings Account Cash Cash Cake Sale Float |
£7,152 £9,223 £40 |
£659 £7,968 £40 |
||||
| £16,415 | £8,667 | ||||||
| £0 | £0 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts ••• Section A Independent Examiner's Report Report to the trusteesl members of Chanty Narne Westbury Park School Association On accounts for the year ended 31108122 Charity no (if any) 1038593 Set out on pages (rp.mp.mhpr In inr.IiJdp thp n2f]p numbers of additiona sheels I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended Responsibilities and As the 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 ("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. 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 accordan with section 130 of the Act or the accounts do not accord with the accounting records Independent examiner's statement 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: Date: Z023 Name: MA L*MpioKJ - gN rrH. Relevant professional qualification(s) or body (if any): fÈlLOkJ hSÉOCiffl(3KJ OF YLLI) C@CnFL Address: 8QJ STOL IER October 2018
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. IER October 2018