CHARITY CO
FOR ENGLAND
MISSION
ND WALES
Independent examiner's report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
r,i)r?. rity M;.
Minchinhampton School PTA
On accounts for the year
ended
1 August 2024
Charlty no
{if any)
1118308
Set out on pages
!re>noi¥i)*." ':o'"ni.'luQe Il* pa(Je nur￿l￿r5 til dddiliun41 sheetbl
I report to the trustees on my examination of the accounts of the above
charity ('Ihe Trust") for the year ended 31108 12024.
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
('Ihe ACY,).
I report in respect of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carying 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 matters have
examiner's ststement come to my attention in connection with the examination which gives me
cause to believe that in, any material respect:
th@ accounting records were not kept in accordance with section 130
of the Charities Act", or
the accounts did not accord with the accounting records; or
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 requir8ment
that the accounts give a 'true and fairf 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 rf they do not apply.
Date:
26 June 2025
Signed:
Name:
Joanna Adams
Relevant professional
qualification(s) or body
(If any):
FCA. ICAEW
Address:
18 Theescombe Hill
IER
Oct 2018

Amberley
Stroud GL5 SAT
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
{see CC32, Independent examination of charty accounts: directions and
guidance for examiners).
Give here brief details of
any Items that the
examiner wlshes to
dlsclose.
Nla
IER
Oct 2018

Minchinhampton School PTA
Reference and administrative detalls
For the year ended 31 August 2024
Status
The organisation is a registered charity, registered on 9 March 2007
Governlng Document
The charity is constituted under a constitution dated 27 June 2006, as
amended on 12 February 2015
Charity.Number
1118308
Registered Office
Minchinhampton CofE Primary Academy
School Road
Minchinhampton
Stroud
Gloucestershire
GL6 9BP
Trustees
Liz Marney
Jessy Bryan
Sandra Sawyer
Emma Robertson
Joanna Minto
Nicola Wood
Amy Clarke
Nick Moss
Emma Austin
Alice Banks
(Chair)
(Vice Chairl
(Treasurer)
(Vice Treasurer)
(Vice Treasurer)
Appointed 26109/24 (Vice Treasurer}
(Secretsryl
(Headteacherl
Bankers
Lloyds Bank plc
12 Rowcroft
Stroud
Gloucestershire
GL5 3BD
Independent Examiner
Joanna Adams, FCA (Member of the ICAEW}

Minchinhampton School PTA
Report of the trustees
For the year ended 31 August 2024
The trustees present their report and the unaudited financial statements {prepared on the receipts and
payments basis) for the period ended 31 August 2024.
Strurture, Management, and Governance
Minchinhampton School PTA is a charitable trust established under a constitution dated 27 June 2006
(amended on 12 February 2015) and registered with the Charity Commission on 9 March 2007.
The charity is governed by a board of trustees, as listed on page l. The trustees delegate the day-today
operation of the charity to a team of volunteers primarily consisting of parents/carers of children who
attend the school, and school staff.
PTA committee meetings are generally held every half term, or as required. All parents/carers of children
attending the school are invited to attend committee meetings, along with staff representatives from the
school.
Sub-committees are set up as required to co-ordinate the various fundraising events throughout the year.
The trustees review the risks facing the charity on an ongoing basis and have put in place systems to
manage and mitigate such risks.
Activities and objectives
The charity's objects are to raise funds in the local community and, where possible, further afield, entirely
to be expended for the benefit of the pupils at Minchinhampton School - through the subsidy of
educational trip5, the purchase of "capital items for use in school, whether sportin& artistic, cultural, or
specifically educational and generally to help further the school's goals.
In setting their objectives and planning the charity's activities, the trustees have given careful consideration
to the Charity Commission's general guidance on public benefit.
Summary
The income for 2023-24 was £44,648 slightly up from 2022-23 which came to 43,881. Expenditure for 2023-
24 was £38,728 in comparison to £39,462 in 2022-23. The bank balances on 31" August 2024 were £6,751
in the Treasurers Current account and £16,826 in the Deposit account.
The trustees decided to increase the level of reserves to £5,500 for the year 2023-24 due to higher costs
and a pledge to increase trip subsidy from £6/head to £IO/head. As usual this will be reviewed in the new
financial year.
The PTA ran three large successful fundraising events as well as several smaller social events. All of these
could not have happened without the generosity of the small teams of people that organise them. The
organisation of the larger events can be a mammoth task for those individuals, and we are very grateful to
them. The PTA would also like to thank our occasional volunteers without whom these events couldn't be
staffed.
It is important to note that even though Comedy Night occurred in mid-september 2024 most of the
income from thi5 event was taken in the previous financial year. The income and expenditure therefore
straddle two financial years, and, in the accounts, it looks like it made a loss. Comparing the two amounts it
shows that it made a profit of £999.

Mlnchlnhampton School PTA
Report of the trustees
For the year ended 31 August 2024
The 2923 fireworks event was as popu5ar as ever bringing people from the whole community together and
resulte¢ in raising a profit of £5,657. As a couple of items needed to be paid for in advance of the 2024
fireworks the profit and loss account shows a different amount. The items were a deposit to secure the
toilet hire {£541 and to book a silent disco {£234).
Christmas Fair and raffle happened at the beginning of December; the profit wa5 down £605 on the
previous year making £4,709. Some of this could be related to a decision to not charge for some of the
games and crafts to make the évent not completely transactional. Christma5 Trees contribution increased
slightly to £386 thanks to the generosity of the Robb's who donate a percentage of the takings from the
Minchinhampton School parent5, sales.
The Quiz Night was held in early January with the food having a Burns Night theme with the Address to the
Haggis making an appearance, the event raised £724 in comparison to £522 in the previous year.
The disco was popular as ever amongst the school children as a social event and profits were slightly up on
the year before at £493.
The PTA contributed to the school's curriculum eco fashion show event by running a bar and clothes swap
which made £317.
Easter Egg Hunt made £321 in tomparison to £845 the year before. The reason for this is that it was
decided to scale back the event and have it immediately after school on a Friday rather than a larger event
on a weekend afternoon. Even though it was a much smaller event it appeared to be just a5 popular with
the school and nursery children.
Despite a torrential downpour an hour into the Summer Fair it still made a robust profit of £5,507 when the
sun came out. This ambitious school event will now fall back to its original pre-covid pattern of every two
years to alternate with the tow:n run fair.
The ever-popular Ice Cream Friday returned in the summer term bringing in £465. The taking5 from the last
day of term ended up being banked in September 2024. This money has not been included in these account
figures, but the corresponding expenses have been paid in this financial year.
In the summer term of 2023, the school approached the PTA to fund a fun and safe outdoor space for the
children to spend their break times. A 4-phase plan was drawn up to meet this need. The profits from many
of the events were designated towards the project and a sponsorship campaign was organised. This
involved the school children running loc￿> laps to raise £l,¢J)O. The online sponsorship was carried out
through Localgiving in addition to the traditional collection of cash with paper forms. As the PTA can now
claim Gift Aid this was claimed through Localgiving with the online donations. A gift aid claim for the cash
donations will be made after April 2025 and will also be designated to the remaining phases of the project.
There is Still a £500 restricted fund that exists that comes from a grant that was received for the SEN part of
the oytdoor space which is still to be constructed.
Donations to the School £21,186 were slightly down from the previou5 year which was £23,878. The PTA
honoured the usual annual commitments of Scrapstore subscription, trips subsidy, Coram Beanstalk
training for reading volunteers and Year 6 leavers gifts. School curticulum resources such as the Nessy
subscription, dyslexia books and early year5 equipment were also funded. The remainder of the money
donated to the school wa5 for ¢he outdoor space. Even though both Phase l and Phase 2 were completed
by the end of the summer holidays the balance on Phase 2 was not paid until September 2024; so, this does
not feature in this yearfs accounts.

Minchinhampton School PTA
Report of the trustees
For the year ended 31 August 2024
Committee overheads were down on the previous year as the only equipment that was purchased were
extra Sumup machine5 for use in the larger events (£90). There was the cost of refilling our gas cylinders for
an event BBQ (£53). In the future it has been decided if this requires doing it will be charged to the actual
event that requires this. The remaining overheads were the annual subscriptions for Localgiving, Parentkind
and the small lottery license. There is also the monthly subscription to Xero an accounting package which is
linked to the PTA bank feed and makes the reconciliation of monies far less onerous on the treasurer.
Regarding expenses there were just the AGM expenses (£191 and the repayment of a donation that was
made in error to the PTA (£26 after fees). This was down to a volunteer not realising that a Specific email
address login for Sumup directs the money to the PTA. As a result, all registered people with our Sumup
account will only have their accounts activated immediately prior to an event except for those that are
registered using a minchpta.com email address.
There are a variety of other revenue and donation streams that add to the PTA'S annual income these
include uniform sales, Your School Lottery, easyfundraising, Localgiving, and Bristol Textiles. This year
Localgiving was used as a platform for online sponsorship. Even though it provided a simple way for us to
collect money there was a fee taken off and a 20p charge/transaction. When the next Localgiving
subscription is due for renewal it will be reviewed with the possibility of managing online donations in a
different way.
The trustee5 who served during the period and up to the date of the signing of this report are listed on
page l.
Approved by the trustees on
and signed on their behalf by:
Position

Balance Sheet
Minchinhampton School PTA
As at 31 August 2024
31AUG 2014
31AVG Z023
Bank & fash
CurrentAccount
6,750.89
16,825.17
12 J85.80
5,269.74
Deposlt Account
Cash Floats
Total Bank & Cash
23,576.06
17,655.54
Total Cash Funds
23,576.06
17,655.$4
Reserves
Opening Balance
Currentyear Earning5
Total Reserves
17,655.54
13,236.70
5,920.52
4,418.84
23,576.06
17,655.54
Bank Balances
Minchinhampton School PTA
3 Sept 2024
Pagelofi

Profit and Loss
Minchinhampton School PTA
Forthe year ended 31 August 2024
2024
2023
Income
Events
Firework5 Income
13,069.16
13,834.81
5,945.21
2.379.￿)
651.80
Christmas Fair Income
5,493.24
1.829.06
Comedy Night Income
Valentine's Disco Income
658.15
Quiz Night Income
Eco Event Income
. 1,256.95
1,021.89
406.53
Easter Egg Hunt Income
CogFest In¢ome
Summer Fair Income
Total EvÈnts
590.25
1,253.89
1,591.28
11,435.45
38,113.33
9.014.86
32,318.20
Salès
Ice Cream
I,0￿.48
1269.07
1.06
Uniform
263.00
Book Bags
Christma5 Cards
Total Sales
20.40
397.00
707.10
2.437.63
Donatlons
Bristol Textiles
157.20
184.50
Chdstmas Trees
385.95
354.90
Easyfundraising
Local Giving
School Lottery
Other Donations
Total Donatlons
171.75
273.73
4,372.19
1,039.37
552.21
1,397.20
523.45
3,834.80
9.961.26
3285.99
, Bank Interest
Bank Interest
Total Bank Interest
194.62
43.65
194.62
43.65
SENISensory Equipmènt
Total Income
500.00
44,647.56
43,880.60
Expenditure
Donatlons Paid to School
Donatlonsto School
Total Donations Pald to School
21,185.59
21,185.59
23,877.98
23,877.98
Eventcosts
Fireworks Expèndlture
Christmas Fair Expenditure
Comedy Night Expenditure
7,700.18
785.07
6,546.72
632.90
.2,959.09
250.00
Income& Expendlture Report
Minchinhampton School PTA
3 Sept2024
Pageio12

Profit and Los5
2024
2023
Valentine's Disco Expenditure
Eco Event Expenditurè
Quiz Nlght Expènditure
Easter Egg Hunt Expendlture
Summer Fair Expenditure
Totsl Event Costs
165.24
249.80
90.47
533.84
500.54
269.32
409.52
3508.25
16,011.46
4,833.55
13,423.03
Salescosts
Ice Cream Expenditure
Total Sales Costs
548.62
635.42
548.62
635.42
Overheads
General Overheads
925.07
1,506.58
18.75
Committee Expenses
Total Overheads
56.30
981.37
Total Expenditure
38,727.04
39,461.76
Profit l Loss
5,920.52
4.418.84
Income& ExpÈndlture Report
Minchinhampton SchoDI PTA
3 5ept2024
Page2012