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2023-08-31-accounts

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Representatives Of Oak Tree School (ROOTS) Charity Commission Report

Academic Year: September 2022 – August 2023

Objective of ROOTS

The objective of ROOTS (our school PTA) is to advance the education of pupils in the school in particular by: Developing effective relationships between the staff, parents and the wider community for the public benefit and; Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils.

All parents and carers of children at Oak Tree Primary School become members of ROOTs automatically as well as the teachers and staff. ROOTS is overseen by a Committee whose members are elected at the Annual General Meeting and is ruled by a Constitution which was adopted in 1995 and amended in 2015.

Committee Members/Trustees during 2022-2023

Karen Baker, Chair Abigail Atkinson, Vice-Chair Nigel Drinkwater, Treasurer Rachel Jones, Vice -Treasurer (Trustee) Natalie Peters, Secretary (Trustee) Nicola McConville, Vice-Secretary Additional Trustee - Christine Slater, Head Teacher

Overview of fundraising activity during 2022-2023

Autumn Term

Spring Term

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Summer Term

We also held a number of Bags2Schools collections which is an eco-friendly fundraising scheme which helps charities to raise funds through textile recycling whilst also spreading textile recycling awareness.

All fundraising activities are undertaken by ROOTS with the Charity Commission guidance on public benefit in mind.

Summary of money spent for the benefit of the pupils during 2022-2023

Expenditure Amount
Teachers Petty Cash (Amazon vouchers to
be spent on equipment to support
teaching)		 £1200
New starters’ evening (to welcome new
parents to the school community)		 £10
Year 6 leaving gifts £338
Playground equipment (including additions
to adventure playground and gazebos for
shade)		 £18,118
Pond to support outdoor learning £7000

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Financial overview

Academic Year: September 2022 – August 2023

The starting balance of the ROOTS bank account in September 2022 was £25,843. Our accounts are kept on a receipts and payments basis.

A full breakdown is provided below:

The balance at the end of August 2023 was £20,432. This will be used to cover any expenditure required in advance of future fundraising activities and has also been earmarked to fund the provision of Forest School at Oak Tree School, which has been shown to promote self-esteem, creativity, confidence and independence in children.

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Declaration

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees -

Full name(s): Rachel Jones

Position: Treasurer (as of September 2023) Date : May 2024

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees
On accounts for the year
ended
Set out on pages
Responsibilities and basis
of report
Independent
examiner's statement
Signed:
Name:
Relevant professional
qualification(s) or body (if
any):
Address:		 Charity Name
Representatives of Oak Tree School (ROOTS)		 Charity Name
Representatives of Oak Tree School (ROOTS)		 Charity Name
Representatives of Oak Tree School (ROOTS)
August 2023 Charity no
(if any)		 1055597
(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 ended31 / 08 / 2023.
As the charity's trustees, 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 all the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.
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.
Niral Mehta
Date:11/06/2024
11/06/2024
Niral Mehta
n/a
14 Longnor Road,
Heald Green,

Charity Number: 1055597 Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Cheadle SK8 3BW

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).

Charity Number: 1055597

Registered Address: Oak Tree Primary School, Queens Road, Cheadle Hulme, SK8 5HH

Give here brief details of any items that the examiner wishes to disclose .