## **Trustees' Annual Report for the period** Period start date Period end date 1[st] Sept 2019 31[st] August 2020 **From To** ## Section A Reference and administration details **Charity name** Birch Copse School Parent Teacher Association **Other names charity is known by** Birch Copse School PTA **Registered charity number (if any)** 1078719 **Charity's principal address** Birch Copse Primary School Wittenham Avenue Tilehurst, Reading, BERKS **Postcode RG31 5LN** **Names of the charity trustees who manage the charity** **----- Start of picture text -----**
Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Victoria Hannington Secretary
2 Kevin Alderson Treasurer
3 Victoria Lane
4 Jessica Armstrong
5 Dean Stacey
6 Emily Moore
7 Anna Blackwell
8 Richard Jones
9 Kerry Stirk 30/9/19-31/8/20
10 Hilary Rico 30/9/19-31/8/20
11 Kelly Paolucci 30/9/19-31/8/20
12 Jeanette Young 30/9/19-31/8/20
13 Matt Bicknell 30/9/19-31/8/20
14 Kelly Vian 30/9/19-31/8/20
15 Tara Gonzalez 30/9/19-31/8/20
16 Simone Magee Chair
17 Joy Jamieson
18 Dan Griffiths 30/9/19-31/8/20
19 Amy Ferguson 30/9/19-31/8/20
20 Lindsey Shelley
21 Karen Bullock
22 Kirsty Fallaize
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)** March **2012** **TAR** 1 **Name Dates acted if not for whole year** ## **Names and addresses of advisers (Optional information)** |**Type of adviser**|**Name**|**Address**| |---|---|---| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| John Micklewhite (President) Paul Massey (Vice President) ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Constitution adopted October 2009 Type of governing document (eg. trust deed, constitution) Association consisting of parents, family, legal guardians and teaching How the charity is constituted staff (eg. trust, association, company) Trustees are appointed or reappointed annually at the Annual General Trustee selection methods Meeting held in the Autumn (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** - Birch Copse PTA is a member of PTA-UK which provides support, - You **may choose** to include guidance and practical resources for running a PTA. Membership of PTA- - additional information, where UK provides us with £10 million public liability insurance cover for all PTA - relevant, about: run events. -  policies and procedures adopted for the induction and Disclosing and Barring Service (DBS) checks are carried out for all training of trustees; trustees. -  the charity’s organisational All trustees give their time voluntarily and receive no remuneration or other structure and any wider benefits. network with which the charity works; The PTA has a policy document covering risk management, working with -  relationship with any related vulnerable beneficiaries, volunteer management, complaints handling and conflict of interest. - parties; -  trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** March **2012** **TAR** 2 **Summary of the objects of the charity set out in its governing document** The object of the association is to advance the education of pupils in school in particular by: - Developing effective relationships between the staff, parents and others associated with the school. - Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. **Summary of the main** A variety of fundraising events are held throughout the academic year: **activities undertaken for the** - Christmas & Summer Fairs for the whole family **public benefit in relation to** - Discos **these objects (include within** - Easter Raffle for the children **this section the statutory** - Quiz nights for parents **declaration that trustees have** In addition other fundraisers include Christmas card sales and school **had regard to the guidance** production DVD’s to name just a few. A school uniform shop is also run **issued by the Charity** by the association in order to provide parents with easy access to **Commission on public** essential and non-essential uniform items. **benefit)** ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: Monies raised are used to provide the school with additional funds and are spent as agreed with the Head Teacher and School Governors. It is policy to spend monies so that they benefit the whole school. - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance March **2012** **TAR** 3 ## Section D Achievements and performance This year we raised £26,883 **Summary of the main achievements of the charity** Our biggest fundraisers were the Christmas fair and Summer fundraiser **during the year** making up just under half of our fundraising total. The children’s Discos and adult Quiz nights proved extremely popular as well as the Easter Raffle, production DVD’s and Rags2Riches. The School Uniform Shop also provided significant funds. The School Lottery has continued to be a very good fundraiser for the PTA a program which has raised a significant amount this year. We aim to spend the monies raised each year by purchasing school resources as soon as possible. In this respect the Head teacher typically presents to the committee a “wish List” of items that the school would like to purchase, items that would not be possible to obtain through normal school funding. However, this year, again due to the changes in School budgets the funds raised during this financial year will be provided to the school directly as agreed with the Head teacher and Governors. The funding provided to the school in this financial year was £25,000 (raised during the previous year) During the year the PTA also provided classroom floats for the teachers and assistants to purchase The PTA also committed to provide funding to the school of £15,095 during the following financial year from the money raised in this financial year (2019-20) March **2012** **TAR** 4 **Section E Financial review** ## **Brief statement of the charity’s policy on reserves** At the end of the 2019-20 financial year the PTA had £28,084 in the bank. Of which £25,000 was allocated to the school funds as agreed at the AGM. ## **Details of any funds materially in deficit** N/A ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. The PTA raised £20,703 from fundraising activities in 2019-20, the main contributing activities include: **----- Start of picture text -----**
Christmas Fair £7,201
Summer Fundraiser £3,123
Your School Lottery (YSL) £3,722
Discos £2,140
Company Matched Funding £1,871
Quiz Night £639
Easter Raffle £305
Bag2School/Rags2Riches £468
The Giving Machine Commission £426
Production DVDs £206
Christmas cards £520
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The money was added to our funds which enabled us to provide the school with £25,000. In addition, amounts were paid out during the year including £1,400 in teacher floats (£100 per class). These were the main items in total expenditure of £27,222. Net loss for the year was £(338) primarily due to reduced fundraising vs prior years as events were curtailed by the Covid-19 pandemic restrictions. Fundraising £20,703 Uniform Shop profit £6,180 **Income £26,883** Expenses £(27,222) **Net Loss £(338)** The bank balances stood at a healthy £28,084. Allowing for costs in the first part of the year and due to a reduced fundraising forecast the PTA committed to spending a further £15,095 of funds directly to the school at the October 20 AGM. March **2012** **TAR** 5 Section F Other optional information WKloria Hannington was the secretsry in 2019-20. Mlh Simone Magee as Chair. Simone Magee resigned on Tr October 2020 and Victorla Hannington became Chalr on Th October 2020. Section G Declaration The trustees declare that Ihey have approved the trustee8' report above. Slgned on behalf ol the charl1￿3 Inmlees Signatur•(•) Full nan￿9> Posltlon l Treasurer Kevin Alderson Victoria Hanningion Chair 0410612021 TAR March 2012 411 Jw IIQJ DAW- Lq14 lil vel ILlt3 Mlt4qi. Scanned with Camscanner 411 Jw IIQJ DAW- Lq14 lil vel ILlt3 Mlt4qi. Scanned with Camscanner