OpenCharities

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2023-10-31-accounts

SUMMA FY 2022-23

FY Opening Balance: Total Income: Total Expenditure: FY Closing Balance:

Date of Last Statement Reconciled:

ARY

£7,327.66 @ 1st Nov 2022

£26,540.09

£23,832.74

£10,035.01 @ 31st Oct 2023

10/31/2023

INCOM

Trans Date Item

Date Item Payee
11/4/2022 Hoodie Sales Y6
11/4/2022 Halloween Takings Nicky Sargent
11/4/2022 Halloween Float Return Nicky Sargent
11/9/2022 Uniform Stripe
11/10/2022 Santa Tickets Stripe
11/11/2022 Santa Tickets Stripe
11/14/2022 Santa Tickets Stripe
11/15/2022 Amazon Smile Donaton AmazonSmile
11/16/2022 Santa Tickets Stripe
11/16/2022 Uniform Sales Stripe
11/17/2022 Santa Tickets Stripe
11/18/2022 Santa Tickets Stripe
11/18/2022 Token Sales Stripe
11/21/2022 Santa Tickets Stripe
11/21/2022 Token Sales Stripe
11/22/2022 Santa Tickets Stripe
11/22/2022 Token Sales Stripe
11/22/2022 Uniform Sales SumUp
11/23/2022 Santa Tickets Stripe
11/23/2022 Token Sales Stripe
11/23/2022 Uniform Sales Stripe
11/24/2022 Santa Tickets Stripe
11/24/2022 Token Sales Stripe
11/24/2022 Uniform Sales Stripe
11/25/2022 K2B Walk Sponsorship K2B
11/25/2022 Token Sales Stripe
11/25/2022 Santa Tickets Stripe
11/25/2022 Uniform Sales Stripe
11/25/2022 Uniform Sales Nicky Sargent
11/28/2023 Case of Cider Amy Pammenter
11/28/2023 Token Sales Stripe
11/28/2023 Santa Tickets Stripe
11/28/2023 Xmas Fair Takings Nicky Sargent
11/28/2023 Xmas Fair Float Return Nicky Sargent
11/29/2022 Xmas Fair Drinks SumUp
12/1/2022 Uniform Sales Stripe
12/2/2022 Uniform Sales Stripe
1/6/2023 Colouring Competton Funds Dawn Murphy
1/6/2023 Donaton Y4
1/6/2023 Jute Bag Mrs Parkinson
1/6/2023 Santa Tickets Nicola Sarjent
1/13/2023 Uniform Sales Stripe
1/16/2023 Uniform Sales Stripe
1/19/2023 Uniform Sales Stripe

1/25/2023 Uniform Sales Stripe 1/31/2023 Amazon Smile Donation Amazon Europe Core 2/6/2023 SumUp - Test Transaction Matt Hutchinson 2/20/2023 Xmas Cards Commission My Art Project 2/23/2023 Uniform Sales Stripe 2/24/2023 Uniform Sales Stripe 2/27/2023 Uniform Sales Stripe 2/28/2023 Sponsored Read ParentPay 3/6/2023 Sponsored Read ParentPay 3/10/2023 Uniform Sales Stripe 3/14/2023 Uniform Sales Stripe 3/23/2023 Second-Hand Uniform Sale (playground) Amy Pammenter 3/23/2023 Leavers Hoody (Andala) Amy Pammenter 3/23/2023 Second-Hand Uniform - random Amy Pammenter 3/23/2023 Emma Jacks (3C) - Unknown (donation?) Amy Pammenter 3/23/2023 Leavers Hoody (Arya Deepak) Amy Pammenter 3/23/2023 Uniform Sales Amy Pammenter 3/23/2023 Sponsored Read - Cash Collected Amy Pammenter 4/17/2023 Token Sales Stripe 4/18/2023 SumUp - Test Transaction Matt Hutchinson 4/20/2023 Uniform Sales Stripe 4/20/2023 Token Sales Stripe 4/21/2023 Token Sales Stripe 4/24/2023 Token Sales Stripe 4/24/2023 Sum Up - Tokens Felicity 4/24/2023 Sum Up - Tokens & Other Amy Pammenter 4/24/2023 Amazon Smile Donation Amazon Europe Core 4/25/2023 Token Sales Stripe 5/4/2023 Spring Fair Takings Amy Pammenter 5/5/2023 Spring Fair Takings (inc Float) Matt Hutchinson 5/18/2023 Uniform Sales Stripe 5/19/2023 Uniform Sales Stripe 5/19/2023 Amazon Smile Donation Amazon Europe Core 5/22/2023 Uniform Sales Stripe 5/23/2023 Uniform Sales Stripe 5/24/2023 Uniform Sales Stripe 5/31/2023 Uniform Sales Stripe 6/2/2023 Uniform Sales Stripe 6/8/2023 Uniform Sales Stripe 6/13/2023 Uniform Sales Stripe 6/20/2023 Uniform Sales Stripe 6/20/2023 ParentPay 6/21/2023 Token Sales Stripe 6/22/2023 Token Sales Stripe 6/23/2023 Token Sales Stripe 6/26/2023 Token Sales Stripe 6/27/2023 ParentPay 6/28/2023 Uniform Sales Stripe

6/28/2023 Token Sales SumUp
6/29/2023 Token Sales Stripe
6/30/2023 Token Sales Stripe
6/30/2023 Token Sales SumUp
7/3/2023 Token Sales Stripe
7/3/2023 Summer Fair Takings Amy Pammenter
7/4/2023 Token Sales Stripe
7/4/2023 Summer Fair takings SumUp
7/4/2023 ParentPay
7/6/2023 Uniform Sales Stripe
7/11/2023 ParentPay
7/13/2023 Uniform Sales Stripe
7/13/2023 Cinderella Drinks Stall takings - Card - Day One SumUp
7/14/2023 Cash Paid in - Summer Fair, Uniform, Cinderella Drinks Mat Hutchinson
7/17/2023 Cinderella Drinks Stall takings - Card - Day Two SumUp
7/18/2023 ParentPay ParentPay
7/25/2023 ParentPay ParentPay
8/2/2023 Uniform Sales Stripe
8/3/2023 Uniform Sales Stripe
8/10/2023 Uniform Sales Stripe
8/23/2023 Uniform Sales Stripe
8/24/2023 Uniform Sales Stripe
9/1/2023 Uniform Sales Stripe
9/7/2023 Uniform Sales Stripe
9/8/2023 Uniform Sales Stripe
9/12/2023 Uniform Sales Stripe
9/14/2023 Uniform Sales Stripe
9/18/2023 Uniform Sales Stripe
9/21/2023 Uniform Sales Stripe
9/22/2023 Uniform Sales Stripe
9/25/2023 Uniform Sales Stripe
9/28/2023 Uniform Sales Stripe
9/29/2023 Uniform Sales Stripe
10/3/2023 Uniform Sales Stripe
10/1/2023 ParentPay
10/10/2023 ParentPay
10/17/2023 ParentPay
10/18/2023 Halloween Trails - Maps & Goody Bags Stripe
10/18/2023 Leavers Hoody - Malika 6 BOW Ega Eltorky
10/19/2023 Merchandise - Stuf a Dog Stripe
10/19/2023 Halloween Trails - Maps & Goody Bags Stripe
10/20/2023 Uniform Sales Stripe
10/20/2023 Halloween Trails - Maps & Goody Bags Stripe
10/20/2023 Halloween Trails - Maps & Goody Bags SumUp
10/23/2023 Halloween Trails - Maps & Goody Bags Stripe
10/24/2023 Halloween Trails - Maps & Goody Bags Stripe
10/24/2023 ParentPay
10/25/2023 Halloween Trails - Maps & Goody Bags Stripe

10/25/2023 Halloween Sweets & Trails Map Matt Hutchinson 10/25/2023 Halloween Disco Tuck Matt Hutchinson 10/25/2023 Halloween Disco Takings inc Float Matt Hutchinson 10/26/2023 Halloween Trails - Maps & Goody Bags Stripe

ME

Trans Value Category Status Paying In Slip / Trans
£311.70 Leavers Hoodies Reconciled
£832.00 Halloween Reconciled
£70.00 Halloween Reconciled
£1.50 Uniform Reconciled
£112.98 Christmas Reconciled
£51.81 Christmas Reconciled
£9.60 Christmas Reconciled
£5.09 Donaton Reconciled
£39.20 Christmas Reconciled
£3.00 Uniform Reconciled
£50.20 Christmas Reconciled
£40.91 Christmas Reconciled
£53.40 Christmas Reconciled
£16.74 Christmas Reconciled
£14.24 Christmas Reconciled
£12.32 Christmas Reconciled
£34.82 Christmas Reconciled
£1.96 Uniform Reconciled
£21.89 Christmas Reconciled
£64.39 Christmas Reconciled
£2.39 Uniform Reconciled
£9.61 Christmas Reconciled
£73.00 Christmas Reconciled
£3.80 Uniform Reconciled
£1,055.00 Fundraising Actvity Reconciled
£72.00 Christmas Reconciled
£4.50 Christmas Reconciled
£1.00 Uniform Reconciled
£70.00 Uniform Reconciled
£20.00 Xmas Fair Reconciled
£76.56 Christmas Reconciled
£19.14 Christmas Reconciled
£3,453.57 Xmas Fair Reconciled
£1,245.00 Float Reconciled
£8.26 Xmas Fair Reconciled
£2.00 Uniform Reconciled
£2.51 Uniform Reconciled
£27.70 Fundraising Actvity Reconciled 109
£2.00 Donaton Reconciled 109
£5.00 Merchandise Reconciled 109
£11.50 Xmas Fair Reconciled 109
£3.01 Uniform Reconciled
£4.01 Uniform Reconciled
£4.51 Uniform Reconciled
£1.24 Uniform Reconciled
£8.50 Donaton Reconciled
£0.98 Donaton Reconciled N/A
£320.10 Xmas Cards Reconciled
£4.01 Uniform Reconciled
£11.74 Uniform Reconciled
£4.01 Uniform Reconciled
£359.22 Sponsored Read Reconciled
£331.36 Sponsored Read Reconciled
£2.00 Uniform Reconciled
£6.01 Uniform Reconciled
£47.50 Uniform Reconciled 110
£24.00 Leavers Hoodies Reconciled 110
£2.50 Uniform Reconciled 110
£1.00 Donaton Reconciled 110
£25.00 Leavers Hoodies Reconciled 110
£9.51 Uniform Reconciled 110
£353.70 Sponsored Read Reconciled 110
£4.59 Tokens - Spring Fair Reconciled
£2.16 Donaton Reconciled 278082
£1.65 Uniform Reconciled
£28.14 Tokens - Spring Fair Reconciled
£14.39 Tokens - Spring Fair Reconciled
£4.59 Tokens - Spring Fair Reconciled
£4.92 Tokens - Spring Fair Reconciled 280934
£6.39 Spring Fair Reconciled 280934
£5.00 Donaton Reconciled
£43.63 Tokens - Spring Fair Reconciled
£23.95 Spring Fair Reconciled
£2,395.12 Spring Fair Reconciled
£2.00 Uniform Reconciled
£25.30 Uniform Reconciled
£18.24 Donaton Reconciled
£14.95 Uniform Reconciled
£1.00 Uniform Reconciled
£1.93 Uniform Reconciled
£2.00 Uniform Reconciled
£1.72 Uniform Reconciled
£1.00 Uniform Reconciled
£6.02 Uniform Reconciled
£1.00 Uniform Reconciled
£132.94
£25.08 Summer Fair Tokens Reconciled
£48.86 Summer Fair Tokens Reconciled
£15.04 Summer Fair Tokens Reconciled
£30.10 Summer Fair Tokens Reconciled
£59.08
£4.12 Uniform Reconciled
£4.92 Summer Fair Tokens Reconciled
£13.97 Summer Fair Tokens Reconciled
£9.38 Summer Fair Tokens Reconciled
£3.69 Summer Fair Tokens Reconciled
£49.49 Summer Fair Tokens Reconciled
£15.00 Summer Fair Reconciled
£39.78 Summer Fair Tokens Reconciled
£334.18 Summer fair Reconciled
£14.78
£7.52 Uniform Reconciled
£44.32
£7.02 Uniform Reconciled
£19.17 Uniform Reconciled
£9,954.63 Funds Raised Reconciled
£36.08 Reconciled
£14.78
£14.78
£66.42 Uniform Reconciled
£13.41 Uniform Reconciled
£7.77 Uniform Reconciled
£4.51 Uniform Reconciled
£27.59 Uniform Reconciled
£7.95 Uniform Reconciled
£4.51 Uniform Reconciled
4.02 Uniform Reconciled
£13.55 Uniform Reconciled
£6.80 Uniform Reconciled
£4.02 Uniform Reconciled
£2.51 Uniform Reconciled
£2.51 Uniform Reconciled
£1.46 Uniform Reconciled
£7.40 Uniform Reconciled
£1.00 Uniform Reconciled
£4.18 Uniform Reconciled
£1,252.99
£270.25
£294.82
£4.02 Halloween Trails Reconciled
£24.95 Leavers Hoodies Reconciled
£12.74 Merchandise Reconciled
£85.96 Halloween Trails Reconciled
£1.30 Uniform Reconciled
£30.58 Halloween Trails Reconciled
£22.61 Halloween Trails Reconciled
£22.85 Halloween Trails Reconciled
£4.02 Halloween Trails Reconciled
£73.71
£1.00 Halloween Trails Reconciled
£8.00 Halloween Trails Reconciled
£2.00 Halloween Disco Reconciled
£1,303.08 Halloween Disco Reconciled
£1.00 Halloween Trails Reconciled

Evidence Reference

Notes

on. This means we have lost 10.72 due to this. Presumably the difference comes in Parent Pay commission?

Would be good to break this down into individual line items

Trans Date Item

03/11/2022 Dj for Halloween Disco 08/11/2022 Candy Floss Sticks 14/11/2022 TEN Licence (Xmas Fair) 14/11/2022 Santa Gifts 15/11/2022 Halloween Tuck Shop 25/11/2022 Xmas Fair Stall Prizes 25/11/2022 Xmas Fair Float 01/12/2022 Sand art 01/12/2022 Xmas wrap choc and canes 01/12/2022 Grotto choc and canes 01/12/2022 Food/drink 01/12/2022 Meat 02/12/2022 Tokens & Envelopes 05/12/2022 Alcohol for Fair 07/12/2022 Y6 Hoodies 15/12/2022 Xmas Fair Food & Drink 16/12/2022 Mulled Wine Ingredients 21/12/2022 Stall proceeds 03/01/2023 Parentkind PTA Subscription 31/01/2023 Yr5 Supplies 27/01/2023 Yr1 Diversity Books 02/02/2023 Raffle Prizes 03/04/2023 Spring Fair Flyer Printing 12/04/2023 Sponsored Read Payment 13/04/2023 Lottery Licence 19/04/2023 Float for Spring Fair 28/04/2023 Fishing Nets 11/05/2023 Willow Walk Work (Paid Supplier on behalf of School) 15/05/2023 Sping Fair Supplies 16/05/2023 Peat for Gardening Project 31/05/2023 Summer Fair Prizes 06/06/2023 Spring Fair Expenses 09/06/2023 Summer Fair Expenses 20/06/2023 24 Barrel Planters (Gardening Project) 20/06/2023 Hot Plates 23/06/2023 Float for Summer Fair 27/06/2023 Anniversary Jute Bags 04/07/2023 Summer fair DJ 05/07/2023 Crazy Golf Hire 07/07/2023 New PA System (1 of 2) 07/07/2023 Summer Fair Expenses 10/07/2023 Summer Fair Bar Bill 10/07/2023 Bottle Tombola Banner

EXPEN

Payee

Natasha Richard Brigg Amy Pammenter Amy Pammenter Bookers Amy Pammenter Nicky Sargeant Amy Pammenter Amy Pammenter Amy Pammenter Amy Pammenter Amy Pammenter Matt Hutchinson Lancaster Brewery Kool Kompany Bookers Richard Beveridge Pre School Parentkind Mr J Whitwell Expect Amazing Amy Pammenter Alex Mounsey Charlotte Fraser Lancashire County Council CASH Moorside School Fund Matt Hutchinson Bookers Mrs Walsh Caroline Collier Richard Brigg Amy Pammenter RL Clarke Mrs Breen CASH Jute Trading Ltd Natasha Rleisure School Fund Amy Pammenter Lancaster Brewery Richard Brigg

10/07/2023 Summer Fair Expenses Celia Brigg
17/07/2023 Food & Drink for summer Fair Bookers
20/07/2023 BBQ & Playing Cards Mat Hutchinson
20/07/2023 Trea Udo - Willow Tunnel (Paid on schools behalf) Mat Hutchinson
20/07/2023 Envelopes Mat Hutchinson
21/07/2023 Gardening Project Costs Mrs Parkinson
21/07/2023 Digital Upgrade (PA, Cables, Screen) Moorside School Fund
21/07/2023 Cinderella Drinks Stall Takings for Producton Fund Moorside School Fund
24/07/2023 Y6 Leavers Chippy Lunch Bowerham Chippy
25/07/2023 Fair Stall Proceeds Dallas Road Kids Club
27/07/2023 Ice Cream Wallings
31/07/2023 Make Up, Face Paint, Gliter Katy Hallsworth
29/09/2023 Digital Cameras for School Mat Hutchinson
18/10/2023 Halloween Float for discos CASH
23/10/2023 Fair Stall Proceeds MoorsidePre School
23/10/2023 Gardening Tools Mrs Parkinson
23/10/2023 Disco Services Tash Baker

Halloween Costs - Printing, Laminating, Sweets Halloween Costs - Candy Floss & Supplies & Sweetbag for tCelia Brigg

Richard Brigg

DITURE

Trans Value Category Status Cheque No Evidence Reference
£125.00 Halloween Reconciled 532 001
£44.95 Equipment Reconciled 531 002
£21.00 Xmas Fair Reconciled 533 003
£127.45 Xmas Fair Reconciled 533 004
£209.28 Halloween Reconciled N/A 005
£61.96 Xmas Fair Reconciled 534 006
£1,245.00 Float Reconciled 536 N/A
£57.80 Xmas Fair Reconciled 537 Receipt 007.
£12.00 Xmas Fair Reconciled 537 Receipt 008.
£20.80 Xmas Fair Reconciled 537 Receipt 009.
£337.53 Xmas Fair Reconciled 537 Receipt 010a, 010b
£270.39 Xmas Fair Reconciled 537 Receipt 011a, 011b
£30.95 Xmas Fair Reconciled 541 012 a-c
£192.00 Xmas Fair Reconciled 539 013
£2,137.60 Merchandise Reconciled 535 014
£278.83 Xmas Fair Reconciled N/A 015
£45.78 Xmas Fair Reconciled 538 016
£230.25 Xmas Fair Reconciled 540 N/A
£140.00 Running Costs Reconciled 017
£291.94 Funded Item Reconciled 543 018 a-d
£1,233.66 Funded Item Reconciled 544 019
£18.98 Xmas Fair Reconciled 542 020
£49.77 Spring Fair Reconciled 548 021
£1,055.00 Other Reconciled 545 N/A
£20.00 Running Costs Reconciled 547 022
£670.00 Float Reconciled 549 N/A
£90.47 Funded Item Reconciled 546 023
£395.00 Funded Item Reconciled 550 024
£240.70 Spring Fair Reconciled N/A 025
£7.00 Funded Item Reconciled 552 026
£15.00 Summer Fair Reconciled 553 027
£171.07 Spring Fair Reconciled 551 028 a & b
£139.02 Summer Fair Reconciled 554 029 a,b,
£600.00 Funded Item Reconciled 556 030
£149.97 Funded Item Reconciled 557 031
£4,558.50 Float Reconciled 559 N/A
£2,163.00 Merchandise Purchase Reconciled 555 032
£150.00 Summer Fair Reconciled 561 033
£260.00 Summer Fair Reconciled 564 034
£549.00 Funded Item Reconciled 558 035
£704.24 Summer Fair Reconciled 563 036 a-d
£417.45 Summer Fair Reconciled 560 037
£47.28 Equipment Purchase Reconciled 565 038
£152.18 Summer Fair Reconciled 566 039 a - i
£620.62 Summer Fair Reconciled N/A 040 a&b
£48.90 Equipment Purchase Reconciled 569 041
£250.00 Funded Item Reconciled 575 042
£7.99 Equipment Purchase Reconciled 577 043
£95.79 Funded Item Reconciled 573 044 a&b
£714.93 Funded Item Reconciled 574 045
£147.25 Funds to school Reconciled 576 N/A
£270.00 Funded Item Reconciled 572 047
£235.65 Summer Fair Reconciled 571 N/A
£143.93 Summer Fair Reconciled 562 049
£13.75 Equipment Purchase Reconciled 567 050
£845.00 Funded Item Reconciled 579 051
£325.00 Float Reconciled 580 N/A
£150.40 Summer Fair Reconciled 570 N/A
£100.73 Funded Item Reconciled 581 052 a&b
£125.00 Halloween Disco Reconciled 583 053
Halloween Trails Pending 584 £147.40
Halloween Disco Pending 585 £71.37

Notes

Would be good if itemised receipt exists anywhere but not necessary

Missing Receipt

Once receipt for Raffle tickets missing Missing Receipt

Missing Receipt

Gardening Project
Item Amount
Willow Walk Work £395.00
Peat for Gardening Project £7.00
24 Barrel Planters (Gardening Project) £600.00
Gardening Project Costs £95.79
Trea Udo - Willow Tunnel (Paid on schools behalf) £250.00
Gardening Tools £100.73

£1,448.52

Digital Upgrade
Item Amount
New PA System (1 of 2) £549.00
Digital Upgrade (PA, Cables, Screen) £714.93
Digital Cameras £845.00

£2,108.93

Grand Total of Funded Items

£5,740.74

Other Items
Item Amount
Yr5 Supplies £291.94
Yr1 Diversity Books £1,233.66
Fishing Nets £90.47
Hot Plates £149.97
Y6 Leavers Chippy Lunch £270.00
Donaton to Play Fund (cinderella drinks) £147.25
£2,183.29
Pre School £380.65
Afer School Club £235.65

£

2015-16 2016-17
Xmas Fair 1889 2729
Xmas Cards
Spring Fair 290 582
Summer Fair 3826 4629
Halloween Disco** 87 285
Uniform Sales
Sponsored Read
Sponsorship (K2B)
Rewards (e.g. AmazonSmile***, GAYL)
TOTAL £7,389 £9,546
Funds Raised 2015-16 2016-17
£7,389 £9,546

----- Start of picture text -----
Funds
£14,000
£11
£12,000
£10,000 £9,546 £9,320
£8,000 £7,389
£6,000
£4,000
----- End of picture text -----

£2,CKKI £0 2015-16 2016-17 2017-18 201

2017-18 2018-19 2019-20 2020-21 2021-22 2022-23
2299 2052 2178 716 2617
464 116 374 385 320
765 691 1361 1600
4126 4329 4340 3431
272 185 440 503
46 150 160 466
970 441 1289 1055
2000 257 1055
49 75 47 16 50 37
£9,320 £11,725 £4,572 £6,892.58 £9,399.31 £11,132.00
2017-18 2018-19 2019-20 2020-21 2021-22 2022-23
£9,320 £11,725 £4,572 £6,893 £9,399 £11,132

----- Start of picture text -----
s Raised
----- End of picture text -----

----- Start of picture text -----
1,725
£11,132
£9,399
£6,893
£4,572
----- End of picture text -----

----- Start of picture text -----
F
5000
4500
4000
3500
3000
2500
2000
1500
----- End of picture text -----

----- Start of picture text -----
18-19 2019-20 2020-21 2021-22 2022-23
----- End of picture text -----

----- Start of picture text -----
1500
1000
500
0
Xmas Fair Xmas Cards Spring F
2015-16 2016-17
----- End of picture text -----

unds Raised by Event Over Time

----- Start of picture text -----
air Summer Fair Halloween Disco Uniform Sales Sponsored Read Sponsorship (K2B)
----- End of picture text -----**

2017-18 2018-19 2019-20 2020-21 2021-22 2022-23

YE: 2016 2017 2018 2019 2020 2021 2022 2023
8,870 8,182 8,475 15,759 4,519 2,066 9,154 5,741

----- Start of picture text -----
Donations by year
18,000
15,759
16,000
14,000
12,000
10,000 8,870 9,154
8,182 8,475
8,000
6,000
4,519
4,000
2,066
2,000
0
2016 2017 2018 2019 2020 2021 2022
Year Ending
Donation Total (£)
----- End of picture text -----

5,741 2023

Income Status Expenditure Status
Potental Potental
Expected Expected
Held Pending
Paid In Questoned
Pending Confrmed
Reconciled Reconciled