## **Coppice Primary School Parent Teacher Association (the Association)** ## **Report of the Trustees of the charity for the year ending 31 August 2022** The Trustees are pleased to present their annual report together with the financial statements of the Association for the year ending 31 August 2022. The financial statements comply with the Charities Act 2011, the Constitution of the Association, and the regulations pertaining to the Association for the time being in force. ## **Chair’s Report** ## **Financial arrangements** The Association’s Committee has continued to update and consolidate the financial arrangements of the Association. The Association continues to benefit from the use of an electronic accounting system which has streamlined the expenses process and has increased transparency and with that ensures compliance. ## **Income** The Committee works hard to ensure that the income it raises remains consistent with the amounts raised previously and we are proud that our financial position remains strong. The number of events organised this year remains consistent with the most profitable fundraising events being the Christmas Market and Summer Fayre. This strong financial position enables the Association to achieve its key aim of providing significant funds to Coppice Primary School. The financial position is published to its members annually and discussed at each PTA meeting. One meeting is held every half term. These meetings are well supported by our Committee members and other members of the Association. The PTA were fortunate enough to win a grant of £5000 from Severn Trent Water, this grant was to be used to enhance the Forest School area see below. ## **Expenditure** The PTA funded some fantastic additions to the Forest School area with the above grant, this included a bug hotel, barefoot trail, bird and squirrel feeders with food, sensory beds including flowers, gardening equipment for the children, hedgehog habitats and a shed to store these resources. In addition to the Forest School funding the PTA were pleased to fund the purchase of an outdoor classroom, this has also enhanced the pupils overall outdoor learning experience. Amongst many other items funded were some Outdoor Maths resources and Musical Instruments which have all proved to be very popular with the children. ## **Challenges and opportunities** Challenges facing the Association in the coming year include the annual turnover of membership, in particular active committee members leaving. Increased financial pressure on school budgets may also result in more requests from the school to the PTA for volunteer and financial support. Opportunities - A member of the Association continues to use social media platforms to communicate with all the parent and teacher members of the Association. This continues to increase participation at events and also the number of members prepared to help and support our events. Michelle Shepherd Chairperson Independent examiner's report to the trustees of "COPPICE SHOOL PARENT TEACHER ASSOCIATION" I report on the accounts of the Trust for the year ended 31 August 2022. Respectlve responslbllitles of trustees and examiner The charity'5 trustees are responsible for the preparation of the accounts. The charitV'5 trustee5 con51der that an audit is not required for this year under section 144121 of the Charities Act 2011 Ithe 2011 Act) and that an independent examination is needed. It is my responsibility to: examlne the accounts under section 145 of the 2011 Act to follow the procediires lald down In the Eener21 Dlrections given by the commission under section 14515llbl of the 2011 Act to state whether partlcular matters have come to my attention Basls of Independent examlner's report My examination was carried out in accordance with the general Dirertion5 given by the Charity Cornmi55ion. An examlnatlon Includes a review ol the accounting records kept by the charity and a comparison of the 3ccounts presented with those records. It also Includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you a5 trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion Is given as to whether the a¢covnts present a 'true and falr vlew. and the report Is limited to those matters set out in the next statement. Independent eKamlner's statement In connection with my examination, no matter has come to my attention.. 111 which gives me reasonable cause to be11eve that in any material respect the requirements.. to keep accounting record5 in accordance with section 130 of the 2011 Act and to prepare accounts which accord with the accounting records and comply with the aecountlng requlrements of the 2011 Act have not been met or 121 to which, in my opinion, attention should be drawn In order to enable a proper understanding of the accounts to be reached David Tip ACMA, 2 Gr05venor C105e, Sutton Coldfleld, West Midlands, 875 6RS 0811112022 I￿e￿al Cash Summary Coppice School PTA For the year ended 31 August 2022 A¢¢ollnt 2022 2021 VarlanGg Income 50.'50 Club 974 2.424 249 7.695 785% 0% 0% 0% -103% 9￿% 3BI% Cknlhes Recycli Coppke Ball copp￿ School DOn￿￿on5 DISCO DonalK>ns Easier Events Easy FUndraI￿ng Fun Run Inieresl Income Parenl DotbalionB- Chlldiens evenis In 5chc Parenl Presents Sales Falheis Day Sale5 Mothets Day School Unilottn SaleB Summer Falr Xmascards Total Income Z18 178 1,157 549 187 175 1.823 5.5fj6 573 159 -15% 3U5% 102 -g6% 573 918 8.495 4.234 457 35.865 14.619 B03 1.e95 18.886 -42% 389% -73% 79% Loss Ex 50150 Costs A¢civAIs Bank Fee3 Cha¢ll8ble Donalknns To Coppice School Cost Df Fathers Day Cost of Goods forchrlslmas Falr Cost of Goods forcopplce Ball Cost of Good5 for DISCO Cost of Good5 for Film Night Cost Of Goodslor SummeT Fair Cost of Good5 lorxmas Card5 Cost 0fm0￿erS Day Cost of School Uniform5 Costs Easier Cos16 of Fun Run Costs Of Paienl Pre￿nIS General DireGt ExpBn8es Genetal ExpBnse$ Insurance InleiestPa Refreshmeths lor 8¢tholwen dayslw8nts Su8ppn$è Total E¥pon8•8 8nses 542 195 0% 0% 40% 0% 0% 7,857 317 894 4.953 13,172 0% 0% 4325% -87% 0% .28% 24% 0% 0% -87% -57% 13 29 469 448 fj.478 178 3D5 471 29 U,E07 144 225 135 128 loo% 81 22,899 loo% 7% 24,516 Sur 489% N•tCa¥h Mov•mon¢ 9% Summa Opening Balance Plus Nel Cash Movernenl Cash Balance 23.845 26,758 2,914 23,845 489% 48% 35.184 Bank Statemenl.. COpW￿ sc￿0[ PTA Bank Statement. Savlrkg5 ReseNe BaLgnce Erfor 20.178 1S.004 35.133 U,E42 IS,002 23,845 I have examined the above income and èxpenditure account for the year ended 31 August 2022. 1 report that thes8 finanual statements are in accordance Writh the accounting iewrds and bank statements of the Association. David Tippins ACMA 0811112072 Independent examiner's report to the trustees of "COPPICE SHOOL PARENT TEACHER ASSOCIATION" I report on the accounts of the Trust for the year ended 31 August 2022. Respectlve responslbllitles of trustees and examiner The charity'5 trustees are responsible for the preparation of the accounts. The charitV'5 trustee5 con51der that an audit is not required for this year under section 144121 of the Charities Act 2011 Ithe 2011 Act) and that an independent examination is needed. It is my responsibility to: examlne the accounts under section 145 of the 2011 Act to follow the procediires lald down In the Eener21 Dlrections given by the commission under section 14515llbl of the 2011 Act to state whether partlcular matters have come to my attention Basls of Independent examlner's report My examination was carried out in accordance with the general Dirertion5 given by the Charity Cornmi55ion. An examlnatlon Includes a review ol the accounting records kept by the charity and a comparison of the 3ccounts presented with those records. It also Includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you a5 trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion Is given as to whether the a¢covnts present a 'true and falr vlew. and the report Is limited to those matters set out in the next statement. Independent eKamlner's statement In connection with my examination, no matter has come to my attention.. 111 which gives me reasonable cause to be11eve that in any material respect the requirements.. to keep accounting record5 in accordance with section 130 of the 2011 Act and to prepare accounts which accord with the accounting records and comply with the aecountlng requlrements of the 2011 Act have not been met or 121 to which, in my opinion, attention should be drawn In order to enable a proper understanding of the accounts to be reached David Tip ACMA, 2 Gr05venor C105e, Sutton Coldfleld, West Midlands, 875 6RS 0811112022 I￿e￿al Cash Summary Coppice School PTA For the year ended 31 August 2022 A¢¢ollnt 2022 2021 VarlanGg Income 50.'50 Club 974 2.424 249 7.695 785% 0% 0% 0% -103% 9￿% 3BI% Cknlhes Recycli Coppke Ball copp￿ School DOn￿￿on5 DISCO DonalK>ns Easier Events Easy FUndraI￿ng Fun Run Inieresl Income Parenl DotbalionB- Chlldiens evenis In 5chc Parenl Presents Sales Falheis Day Sale5 Mothets Day School Unilottn SaleB Summer Falr Xmascards Total Income Z18 178 1,157 549 187 175 1.823 5.5fj6 573 159 -15% 3U5% 102 -g6% 573 918 8.495 4.234 457 35.865 14.619 B03 1.e95 18.886 -42% 389% -73% 79% Loss Ex 50150 Costs A¢civAIs Bank Fee3 Cha¢ll8ble Donalknns To Coppice School Cost Df Fathers Day Cost of Goods forchrlslmas Falr Cost of Goods forcopplce Ball Cost of Good5 for DISCO Cost of Good5 for Film Night Cost Of Goodslor SummeT Fair Cost of Good5 lorxmas Card5 Cost 0fm0￿erS Day Cost of School Uniform5 Costs Easier Cos16 of Fun Run Costs Of Paienl Pre￿nIS General DireGt ExpBn8es Genetal ExpBnse$ Insurance InleiestPa Refreshmeths lor 8¢tholwen dayslw8nts Su8ppn$è Total E¥pon8•8 8nses 542 195 0% 0% 40% 0% 0% 7,857 317 894 4.953 13,172 0% 0% 4325% -87% 0% .28% 24% 0% 0% -87% -57% 13 29 469 448 fj.478 178 3D5 471 29 U,E07 144 225 135 128 loo% 81 22,899 loo% 7% 24,516 Sur 489% N•tCa¥h Mov•mon¢ 9% Summa Opening Balance Plus Nel Cash Movernenl Cash Balance 23.845 26,758 2,914 23,845 489% 48% 35.184 Bank Statemenl.. COpW￿ sc￿0[ PTA Bank Statement. Savlrkg5 ReseNe BaLgnce Erfor 20.178 1S.004 35.133 U,E42 IS,002 23,845 I have examined the above income and èxpenditure account for the year ended 31 August 2022. 1 report that thes8 finanual statements are in accordance Writh the accounting iewrds and bank statements of the Association. David Tippins ACMA 0811112072