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2023-08-31-accounts

St Alban’s PFA Chair’s Report for 2022-23

Welcome everyone and thanks for attending this year’s AGM.

The objective of the PFA is set out in our constitution (available on the school website): we exist to assist with building the social community of the school and to raise funds to create better learning experiences for our children. All parents are automatically members. Our constitution is closely modelled on that suggested by the central PFA body ‘Parentkind’ (of which we are members and with whom we have our insurance).

This report confirms the trustees have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to public benefit as outlined in the guidance issued by the Charity Commission. It should be read alongside the financial report, which fully details exactly how our money is raised and spent

The Committee consists of at least 3 members. At an EGM on 8 November Joe Scott was elected as Chair, Emma Boland and Carolina Stannard continued as Secretary and Treasurer respectively with Stefania Deidda elected as DeputyTreasurer. Jane Burke also continued as a committee member. Any member can stand for any of the posts available, they need to only be proposed and seconded by two other members, and if ever there were more than one person standing then a vote would be held. Furthermore, we are supported by a wonderful events committee of volunteers and a similarly brilliant small team of year reps. We are an official charity and the trustees are Joseph McCrossan and the Committee. Our return to the charity commission for the previous year was filed on time and has not been queried.

Every year we agree on a draft plan for events and fundraising. Mr McCrossan represents the teachers and liaises with the governors in agreeing the plan. We circulate the draft in rough to those who will help most often and then communicate it to all members (as a plan).

Highlights of the past year include:

Cake sales, Uniform sales, bags to school, Christmas cards, strawberries/music evenings and Christmas lunches completed the programme of events along with other contributions such as crackers for the school Christmas lunch and eggs for the Easter Egg Hunt.

The PFA strives to bring together and celebrate the school community. I hope this year that the PFA will continue to gain more support and build upon what has previously been achieved.

I would like to finish the Chair’s report by offering a word of appreciation to everyone involved in the PFA this year. Thank you to the committee for their support and for being patient with me as I onboarded in my role as Chair, the unfailing events committee for their impressive organising skills and ability to prepare such enjoyable events, and our indispensable team of Year Reps for effectively communicating all the news and key information with parents.

The willingness of the PFA to contribute has been incredible despite all the commitments they have at home or at work. It goes without saying that without the overwhelming enthusiasm, generosity and goodwill of all involved, these events wouldn’t be so successful.

It has been a privilege being the Chair and I very much look forward to working with you all in the coming year to continue actively supporting the committee and the school community.

Joe Scott

202

Opening Balance 1 September
Income
Expenditure
Funding paid to school
Money spent
Closing Balance of Accounts on 31 Augus
2022/23

18,868.13-

28,814.44-

6,628.21-

20,489.95-

27,118.16-

20,564.41-

20,739.89-

175.48-

175.48-
2021/22

7,431.11-

35,614.15-

4,839.49-

18,210.00-

1,305.00-

18,690.77-
Donation Ukrn
Actual in bank on 31 August
(
cheques uncashed and money owed)

177.36-

18,868.13-
(306.44 Bfund)
Income Expenditure Net Income Income Expenditure Net income Income
Lottery licence (0.00) (63.00) (63.00) (0.00) (40.00) (40.00) (0.00)
Advent fair (4,061.34) (741.60) (3,319.74) (2,109.52) (358.80) (1,750.72) (0.00)
Icecream sales 948.35 (224.25) (724.10) (1,155.10) (117.90) (1,037.20) (0.00)
Cake sales (1,725.35) (0.00) (1,725.35) (0.00) (0.00) (0.00) (0.00)
Bag2school (206.00) (0.00) (206.00) (243.00) (0.00) (243.00) (261.00)
Uniform sales (424.33) (0.00) (424.33) (583.55) (0.00) (583.55) (363.00)
Pumpkin party (332.00) (329.00) (3.00) (373.00) (333.00) (40.00) (0.00)
Veg boxes (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00)
Christmas Cards (294.24) (0.00) (294.24) (526.50) (0.00) (526.50) (0.00)
Sponsored Event* (1,629.33) (0.00) (1,629.33) (2,605.16) (0.00) (2,605.16) (1,706.00)
Concert - strawberries (200.00) (89.00) (111.00) (160.00) (0.00) (160.00) (0.00)
Y5 Social Evening (1,196.70) (214.70) (982.00) (2,497.47) (1,598.14) (899.33) (178.00)
Leavers disco (1,084.39) (451.94) (632.45) (994.45) (368.95) (625.50) (0.00)
Summer Fete (5,508.95) (1,690.07) (3,818.88) (4,154.22) (1,204.50) (2,949.72) (823.00)
Equipment/expenses (0.00) (714.75) (714.75) (50.00) (50.00) (0.00)
Christmas crackers/tablecloths (0.00) (50.00) (50.00) (0.00) (0.00) (0.00) (0.00)
PTA UK (insurance and membership) (0.00) (140.00) (140.00) (0.00) (116.00) (116.00) (0.00)
Easter eggs (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00)
Donations direct to bank (2,258.15) (2,258.15) (11,911.00) (0.00) (11,911.00) (1,486.00)
Donations via website (not event)** (545.00) (695.00) (150.00) (1,298.47) (0.00) (1,298.47) (7,480.00)
Easyfundraising & amazonsmile (578.43) (0.00) (578.43) (545.67) (0.00) (545.67) (299.47)
Lego/Easter egg auction/craft fair (0.00) (0.00) (0.00) (0.00) (222.10)
Waitrose (0.00) (0.00) (0.00) (0.00)
Gift Aid (436.88) (0.00) (436.88) (3,315.00) (0.00) (3,315.00) (1,724.08)
Knitting club (0.00) (0.00) (0.00) (0.00) (0.00)
Parent Sponsored Activities*** (700.00) (410.00) (290.00) (1,111.59) (0.00) (1,111.59) (0.00)
World book day & Global day (0.00) (165.55) (0.00) (165.55) (726.00)
Christmas trees/Wreaths (685.00) (724.20) (39.20) (927.00) (652.20) (274.80)
Raffle only in 21/22 (0.00) (937.90) (0.00) (937.90)
Bank charges/expense (0.00) (90.70) (90.70)
Big donations *
*(6,000.00)

(10,000.00)
Subtotals
(28,814.44)
(6,628.21)
(22,186.23)
(35,614.15)
(4,839.49)
(30,774.66)
(15,268.65)
Money paid to fund school
11,435.00
18,210.00
Money spent on charitable donations
0.00
1,305.00
-1,305.00
Money spent on playground
9,054.95
0.00

Subtotal

Subtotal 20,489.95 Totals 28,814.44 27,118.16 1,696.28 35,614.15 24,354.49 11,259.66 15,268.65

*Take Over Day

** Idling campain

*** Wreath Making Workshop

*** One family and two Corporate Donations

The charity trustees have complied with the duty in section 17(5) of the Charities Act 2011 to have due regard to public benefit guidance published by the c Equipment/expenses = £714.75 BBQ, Card reader, Medals Gift Aid is claimed a year in arrears - income for money raised will be claimed in 23/24 Owing - £1000

Two signatories are required on withdrawals on the account, current signatories are JB, SP, EC, TL, CS HMRC authorised person is JB Authorised to file charity commission return is JB Authorised for Gambling licence JB

Closing balance does not reconcile withactual bank as money owing and cheques uncashed

22/23 Annual Accounts

equals actual in
bank on 31 aug
adjusted for
outstanding
payments from
19/20
(Donation to WC)
(Bfund out)
2020/21
3338.68
(15,268.65)
(292.15)

10,128.33-

329
632.56
(£939 was benevolent fund)
(KS2 playground)
(Donation to ACT)
(£939 was benevolent fund)
(KS2 playground)
(Donation to ACT)
2019/20
24740.92
(7,997.17)
(1,173.47)
5244.95
21,834.00
1500
(KS2 playground) (KS2 playground) 2018/19
9819.85
27792.19
4456.58
6481.87
1956.33
(2 years together)
(Donation to Street Child)
(2 years together)
(Donation to Street Child)
(7,225.29) (2,985.67) 24717.26
7431.11 3,353.76 24781.86
Expenditure Net income Income Expenditure Net income Income Expenditure Net income Income Expenditure
(40.00) (40.00) (0.00) (20.00) (20.00) (0.00) (20.00) (20.00) (0.00) (20.00)
(0.00) (0.00) (1,848.64) (342.04) (1,506.60) (1,888.47) (266.12) (1,622.35) (1,555.92) (253.46)
(50.00) (50.00) (0.00) (0.00) (0.00) (921.70) (16.98) (904.72) (632.92) (53.91)
(0.00) (0.00) (1,029.30) (0.00) (1,029.30) (920.63) (0.00) (920.63) (806.14) (0.00)
(0.00) (261.00) (138.00) (0.00) (138.00) (124.00) (0.00) (124.00) (116.00) (0.00)
(0.00) (363.00) (185.00) (0.00) (185.00) (467.27) (0.00) (467.27) (243.60) (0.00)
(0.00) (0.00) (594.45) (468.27) (126.18) (559.31) (427.84) (131.47) (536.55) (460.25)
(0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (44.32) (0.00)
(0.00) (0.00) (194.00) (0.00) (194.00) (336.00) (0.00) (336.00) (237.00) (0.00)
(0.00) (1,706.00) (3,000.00) (0.00) (3,000.00) (5,364.25) (0.00) (5,364.25) (4,875.54) (0.00)
(0.00) (0.00) (0.00) (0.00) (0.00) (66.80) (40.00) (26.80) (0.00) (64.92)
(0.00) (178.00) (0.00) (0.00) (0.00) (3,016.50) (1,399.85) (1,616.65) (969.00) (431.54)
(0.00) (0.00) (0.00) (0.00) (0.00) (1,086.10) (464.13) (621.97) (1,111.61) (467.44)
(0.00) (823.00) (0.00) (128.58) (128.58) (4,666.43) (1,043.59) (3,622.84) (4,462.56) (1,305.31)
(0.00) (0.00) (0.00) (104.58) (104.58) (0.00) (256.07) (256.07) (0.00) (84.87)
(91.15) (91.15) (0.00) (0.00) (0.00) (0.00) (50.00) (50.00) (0.00) (45.00)
(111.00) (111.00) (0.00) (110.00) (110.00) (0.00) (105.00) (105.00) (0.00) (105.00)
(0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (0.00)
(0.00) (1,486.00) (852.00) (0.00) (852.00) (875.00) (0.00) (875.00) (730.00) (0.00)
(0.00) (7,480.00) (75.00) (0.00) (75.00) (160.86) (0.00) (160.86)
(0.00) (299.47) (80.78) (0.00) (80.78)
(0.00) (222.10) (0.00) (0.00) (0.00) (530.00) (355.00) (175.00) (209.41) (0.00)
(0.00) (0.00) (0.00) (0.00) (0.00) (220.00) (0.00) (220.00) (182.00) (0.00)
(0.00) (1,724.08) (0.00) (0.00) (0.00) (197.87) (0.00) (197.87) (0.00) (0.00)
(0.00) (0.00) (0.00) (0.00) (0.00) (0.00) (12.00) (12.00) (0.00) (50.00)
(0.00) (0.00) (0.00) (0.00) (0.00) (6,391.00) (0.00) (6,391.00)
(292.15)
(14,250.50)
(7,997.17)
(1,173.47)
(6,823.70)
(27,792.19)
(4,456.58)
(23,335.61)
(16,712.57)
(3,341.70)
10,128.33
-10,128.33
5,244.95
-5,244.95
6,481.87
-6,481.87
13,065.54
329.00
-329.00
1,500.00
-1,500.00
2,437.72
0.00
0.00
21,834.00
-21,834.00
1,956.33
-1,956.33

10,749.48 4,519.17 7,997.17 29,752.42 -21,755.25 27,792.19 12,894.78 14,897.41 16,712.57 18,844.96

commission

(Figures in green are reported for charities under 25k)

2017/18 11889.76 16712.57 3341.7 13065.54 2437.72 9757.37 11574.49 Net income (20.00) 1,302.46 579.01 806.14 116.00 243.60

76.30 44.32 237.00 4,875.54 (64.92) 537.46 644.17 3,157.25 (84.87) (45.00) (105.00) 0.00 730.00 209.41 182.00 0.00 (50.00) 13,370.87 -13,065.54 -2,437.72

-2,132.39

Independent Examlners Report to The As%>datlon of Parents and Frlends of St Alban's Cathollc School Trustees. for the perlod I September 2022 to 31 Au8USt 2023 Charlty No: 11(W18 ResP￿SIbIlI11￿5 and bash of vewt As the charitvs truslees of the Company ar also the dlrectQf5 of the company for the Purposes ofcompony lawl. are responsible for the preparation of the accounts In accordancé wlth the requlrernentsofthe CcrtnpanbesAci 21￿ 1.the 21J)6 Acfl. Having satisfied myself that the accounts of the Company are not required to be audlted for th￿ year under Part 16 of the 2¢￿ Act nd are ellglbie for indepeNlent eumlnation. I rel￿ In res￿ of my examlnation of yourthèrws accounts ¥ carrled out uNlersectlon 145 of the Charlts Act 2011 {-the 2011 Acfl. In orryln8 my examlnatlw I followed the Dkecikngl¥en ty the Charltycomrnlsslon lunder scllon 1451Sllbl of the 2011 An Independent exarnlnaikn hsa furrn ofextemal sryutbny that Ilmlted theck on speclfic matte￿. Thls Ilmlted form of Isornetimes refeffed toas,m8at￿ye a5suraFKe'l provldes le$5 •ssurarKe In ternis of the dèpth of work uThJertaken. an atyjlc Is Ilmlted to the matters on whlch the txamlwrepon I have cornpleied my ex•n4naiknn. I mnftmi thi¢ no matetw manw5 rome ts my attendon whlth glves me cause to bdk¥e th￿. account5ry records were not kept In Tlth secuon 386 of thE Companles Art 21x6; or the accounts have not been prepa￿1 In with thè Chariibes 50RP IFRS1021 IER Z Octtsber 2018. I have no concem5 aTrJ have come xross no mattets In connection with the examlnatlon. to 7•fikh attentlon should bè Owawn. to enab￿ a Fyoper vndr5tsndln8 of the actyjnts. In Order to relIab￿ make thesè atteststims the bDoks atxl reco￿5 of the charlty were obtalned, and sample of Items requested and verllted to underfyiry IrM1e￿tth1[d-p•rtY ￿t￿d$ Isuth as bank statements. cheque I￿1k$ aThJ or Invokes). The revlewwa5 undenaken In May 2024 tArfth the Tnstee Carollna Stsnnard. L*: 27 M•y 2024 Nam•: Anthony l. Mbadiwe Relevant prnfes%lon•l lJ4lfk¥th)n'. Felow. ASS￿¢￿ ofchartered Cerfhed Accounthnts Em•ll Mdr•x: anthorry mbadhweeYalw.co.uk