coppice Primary School Parent Teacher Association (the Association)
Report of the Trustees of the charityforthe year ending 31st August 2025
The Trustees are pleased to present their annual report together with the financial
statements of the Association for the year ending 31 st August 2025. 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 continues to benefit from the use of an electronic accounting system
called XERO which facilitates a streamlined approach to its finances. XERO also
provides a high level of transparencywhich reassures the Association and its
Committee and provides a robust audit trail. The Association continues to benefit from
a Treasurer and an Assistant Treasurer to run and organise the Association's financial
arrangements. Parents continue to pay for many of the children's events through the
school's School money accounts which has led to a reduction in cash payments and
provides a strong audit trail.
Income
The Committee is proud that the financial position of the Association remains sound
with all the hard work the volunteers have put into organising various fundraising events.
Overthe last 12 months we have been able to put on our popular Christmas Market and
the Summer Fayre. We have also run a couple of discos, held a Movie Night, an Easter
EggTrail, a Fun Run and sold Mother's Day and Father's Day presents to the children. In
addition to this we also ran the children's Christmas artwork sale. The 50150 club
continues, we have had a couple of Bags2School collections and Preloved Uniform
Sales. The sale of new uniforms also continued to be a healthy source of revenue
through our partnership with lan Smith.

Our healthy 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 PTFA meeting. One meeting
is held every half term. These meetings are well supported by our committee members
and other members of the Association.
Expenditure
This year we have funded 3 bigger projects, a new stage forthe school hall-which is
actively used by allyear groups, a new roof for the Octagon building to allow for the
continuation of extra-curricular music tuition and an upgrade to the EYS outside
resources for Reception. We have continued to provide an annual amount to each class
to support and enrich the curriculum, purchased additional books for the school
libraries and funded the Year 6 Leavers Books to provide everlasting memories from
their primary schoolyears.
Challenges and opportunities
Challenges- In the comingyear the PTA will see a turnover of membership, including
some key active committee members leaving or approaching their time to leave
Coppice, taking knowledge and key support with them. Significantly increased financial
pressure on school budgets resulting in more requests from the school to the PTFA for
financial support. Increased cost-of-living, this may impact on our families being able to
support our fundraising efforts and will also increase our expenses.
Opportunities- There are new parents starting in the Academic year 2025-2026 which
provides opportunities for new members to join. We are also growingThe
Easyfundraising part of our income and are continuingto implement card payments,
when possible, from Evo through Take Payments alongwith the usage of tokens at the
Christmas Market and Summer Fayre as payment purchased beforehand. Our social
media presence remains strong and allows us to communicate with parents using
different channels.
Michelle Shepherd
Chairperson

## **Profit and Loss** 

## **Coppice School PTA** 

## **For the year ended 31 August 2025** 

|**Profit and Loss**<br>**Coppice School PTA**<br>**For the year ended 31 August 2025**|||
|---|---|---|
||**2025**|**2024**|
|**Turnover**|||
|50:50 Club|1,162.00|1,300.00|
|Christmas Concerts|-|173.99|
|Christmas Fair|5,072.90|3,798.94|
|Christmas Gifts|1,030.15|-|
|Clothes Recycling|129.00|250.50|
|Coppice Ball|-|8,547.00|
|Disco|4,235.34|4,108.59|
|Easter Events|406.00|388.50|
|Fun Run|1,025.50|1,013.65|
|Other Revenue|170.75|-|
|Parent Presents|-|134.00|
|Sales Fathers Day|847.40|750.35|
|Sales Mothers Day|744.50|885.05|
|School Uniform Sales|13,431.90|5,797.24|
|Sip and Paint|455.00|-|
|Summer Fair|5,081.57|4,951.50|
|Winter Film Night|1,472.00|1,304.95|
|Wreath Making Workshop|735.00|935.00|
|Xmas Cards|401.00|437.00|
|**Total Turnover**|**36,400.01**|**34,776.26**|
|**Cost of Sales**|||
|50/50 Costs|592.00|639.00|
|Cost of Christmas Gifts|491.37|-|
|Cost of Fathers Day|405.87|444.26|
|Cost of Goods for Christmas Fair|927.74|872.16|
|Cost of Goods for Coppice Ball|-|5,204.67|
|Cost of Goods for Disco|1,995.20|1,495.61|
|Cost of Goods for Film Night|111.93|337.49|
|Cost Of Goods for Summer Fair|1,393.87|1,426.32|
|Cost of Mothers Day|557.02|406.39|
|Cost of School Uniforms|7,648.74|8,708.88|
|Cost of Wreath Making Workshop|480.00|620.00|
|Costs Easter|161.10|86.25|
|Costs of Christmas Concerts|-|28.45|
|Costs of Fun Run|266.35|265.65|
|General Direct Expenses|180.37|115.40|
|Sip and Paint Costs|330.29|-|
|**Total Cost of Sales**|**15,541.85**|**20,650.53**|
|**Gross Profit**|**20,858.16**|**14,125.73**|



Profit and Loss Coppice School PTA 

19 Nov 2025                                                                                                                                                                                                            Page 1 of 2 



Profit and Loss 

||**2025**|**2024**|
|---|---|---|
|**Administrative Costs**|||
|Audit & Accountancy fees|157.50|161.10|
|Bank Fees|71.12|81.06|
|Card Machine Costs|218.29|105.16|
|Charitable Donations To Coppice School|16,822.12|23,039.79|
|General Expenses|40.00|30.45|
|Insurance|162.00|153.00|
|Other Costs|64.90|-|
|Yr 6 Leavers Donation|806.38|90.00|
|**Total Administrative Costs**|**18,342.31**|**23,660.56**|
|**Operating Profit**|**2,515.85**|**(9,534.83)**|
|**Other Income**|||
|Donations|649.56|10,858.71|
|Easy Fundraising|97.53|41.98|
|Interest Income|289.24|289.76|
|Parent Donations - Childrens events in school|-|95.00|
|**Total Other Income**|**1,036.33**|**11,285.45**|
|**Profit on Ordinary Activities Before Taxation**|**3,552.18**|**1,750.62**|
|**Profit after Taxation**|**3,552.18**|**1,750.62**|



I have examined the above income and expenditure account for the year ended 31 August 2025. I report that these financial statements are in accordance with the accounting records and bank statements of the Association. 


Chris Lewis ACA 19/11/2025 

Profit and Loss Coppice School PTA 19 Nov 2025 

Page 2 of 2 



## **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 2025. 

## **Respective responsibilities of trustees and examiner** 

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. 

It is my responsibility to: 

• examine the accounts under section 145 of the 2011 Act 

• to follow the procedures laid down in the general Directions given by the commission under section 145(5)(b) of the 2011 Act 

• to state whether particular matters have come to my attention 

## **Basis of independent examiner’s report** 

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as 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 accounts present a ‘true and fair view’ and the report is limited to those matters set out in the next statement. 

## **Independent examiner’s statement** 

In connection with my examination, no matter has come to my attention: 

(1) which gives me reasonable cause to believe that in any material respect the requirements: 

• to keep accounting records in accordance with section 130 of the 2011 Act and 

• to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met or 

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached 


Chris Lewis ACA 

8 Cremorne Road, Sutton Coldfield, West Midlands, B75 5AH 

19/11/2025