Trustee Annual Report
For the year 1 September 2021 to 31 August 2022
The Orchard School PTA
Registration number: 1087758
Registered Address:
The Orchard School Bridge Road East Molesey KT8 9HT
Trustees
Kathryn Carter Caroline Taylor Lisa Wilding
Annual Summary
2021/2022 has been a very successful fundraising year thanks to the PTA committee, parents and teachers at the Orchard Infant School.
Events such as the Summer Fair and Ball have contributed to developing the relationships between staff, parents and others associated with the school. Equipment such as books and gardening supplies has been provided to support the school and advance the education of pupils. These events and activities meet the objectives of the PTA.
The year started in September 2021 with £8,265 in the PTA bank account. £53,581 was raised in the year from fundraising events and these events incurred direct costs of £30,612. Indirect administrative costs were £845.
The PTA has made direct contributions to the Orchard School of £11,802 in the year. These funds have been used to purchase resources and activities directly for the children.
The year closes in August 2022 with £18,586 cash in the bank (increase of £10,322 since the start of the academic year). The PTA plans to use the majority of these funds to purchase shade structures in the playground.
The PTA typically retains reserves in the region of £3,000 to be used to prepay for events as required.
On behalf of the Trustees
Lisa Wilding 17.11.22
Treasurer’ s Annual Report - The Orchard School PTA
For the year 1 September 2021 to 31 August 2022
Registration number:
1087758
Registered Address:
The Orchard School Bridge Road East Molesey KT8 9HT
Trustees:
Kathryn Carter Caroline Taylor Lisa Wilding
Annual Summary
2021/2022 has been a very successful fundraising year thanks to the PTA committee, parents and teachers at the Orchard Infant School. Events such as the Summer Fair and Ball have contributed to developing the relationships between staff, parents and others associated with the school. Equipment such as books and gardening supplies has been provided to support the school and advance the education of pupils. These events and activities meet the objectives of the PTA.
Independent Examiner
Sarah Jones was appointed as Independent Examiner and has examined these accounts.
On behalf of the Trustees
Lisa Wilding 17.11.22
Treasurer’s Annual Report- The Orchard School PTA
For the year 1 September 2021 to 31 August 2022
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ members of
Charity Name The Orchard School PTA
31[st] August 2022 Charity 1087758 On accounts for the no (if year ended any) Set out on pages 1-2 (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 ended 31/08/2022 .
Responsibilities and basis of report
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.
Independent I have completed my examination. I confirm that no material examiner's matters have come to my attention in connection with the statement examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
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.
- Please delete the words in the brackets if they do not apply.
Signed: S Jones
Date: 29 Sept 2022
1
Oct 2018
IER
Name: Sarah Jones
Relevant ICAS professional qualification(s) or body (if any):
Address: 30 Manor Road, East Molesey, Surrey, KT8 9JX
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).
2
Oct 2018
IER
Give here brief details of any items NA that the examiner wishes to disclose .
3
Oct 2018
IER