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2023-08-31-accounts

Holmesdale School Parents and Staff Association

Report and Accounts for the Year ended 31 August 2023

Charity registration number: 1131038

Page 1

Holmesdale School Parents and Staff Association

Index
Page
Report of the Executive Committee 3-5
Report of the Independent Examiner 6
Receipts and Payments Account 7
Statement of Assets 7

Page 2

Holmesdale School Parents and Staff Association Report of the Executive Committee for the year ended 31 August 2023

Reference and administration details

Charity registration number: 1131038

Principal address

Holmesdale Community Infant School, Alma Road, Reigate, Surrey, RH2 0BY

Executive committee

Name Office Dates in office if not wholeyear
Sharon Mullarkey Committee Member Appointed 17 Sep 2019
Kate Young Co-Chair Appointed 7 June 2019
Rachael Brett Co-Chair Appointed 19th May 2021
Stuart McKay Treasurer Appointed 29th September 2022
Oli Williams Vice-Treasurer Appointed 29th September 2022
Eugenie Denise Secretary Appointed 29th September 2022

All members of the Executive committee are trustees to the charity.

Independent examiner : Stuart Edwards

Bankers : HSBC 18 High Street, Reigate, Surrey, RH2 9AY

Structure Governance and Management

The Association is governed under a constitution that was adopted on 23 April 2008. The power to appoint the Trustees lies with the members of the Holmesdale School Parents and Staff Association.

Objectives and activities

The object of the Association is to advance the education of pupils in the School in particular by:

Page 3

The PSA Committee continued a successful fundraising agenda with a return to regular annual events including the Christmas and Summer fairs. Other events included childrens’ discos, a pantomime, Mothers’ and Fathers’ Day sales, quiz night, Spring Soiree and the Year 2 sailing event.

There were also funds generated from the PSA shop, corporate sponsorships, Year 2 leavers T-shirts and Christmas Tree sales.

Achievements and performance

During the year the Association raised a total of £25,374 which can be summarised as follows:

Details Income Profit
Spring Soiree £ 7,282.64 £ 6,010.22
Christmas Fair £ 8,145.97 £ 4,920.09
Sponsorship £ 4,990.00 £ 4,990.00
Summer Fair £ 6,224.47 £ 3,307.21
PSA Shop £ 9,280.49 £ 1,814.90
Disco £ 2,758.35 £ 1,675.81
Quiz £ 2,049.25 £ 1,137.45
Pantomime £ 2,712.00 £ 732.00
Fund-Raising £ 639.06 £ 639.06
Christmas Cards £ 436.00 £ 436.00
Jubilee Challenge £ 301.95 £ 301.95
Wreath Making £ 1,480.00 £ 280.00
Other Activities & Expenses £ 5,327.63 £ (870.66)
TOTAL £ 51,627.81 £ 25,374.03

During the year the Association applied funds of £19,449.83 for the benefit of Holmesdale Community Infant School and its pupils as follows. This includes further contributions made to classes who requested funding for resources, which totalled £1,254.06.

Page 4

Donations to school £19,449.83
Eco garden - solar pergola £ 3,000.00
Little Wandle (book scheme) £ 2,885.10
Discovery/Espresso £ 2,739.00
10 x Tablets plus headphones £ 2,136.00
10 x Tablets £ 2,000.00
Twinkl subs £ 1,423.00
Staff £100 allocation £ 1,254.06
Year 2 Party £ 1,171.98
Library Furnishing £ 895.00
Library scanning hardware £ 777.69
Library software £ 550.00
Library Funds & Eco Club £ 388.00
Bulbs/Compost for Memorial Garden £ 230.00

Financial review

The Association holds cash funds at the end of the year of £36,352 all of which are unrestricted funds. These funds are held in order to support the activities of the Association and in order to donate equipment and funds to Holmesdale Community Infant School.

At the year end the PSA held stocks of uniform in the PSA shop for sale in 2023/24.

Reserves policy

To ensure adequate reserves the PSA will not commit to items of greater value than the cash book balance adjusted for existing commitments and spending.

Declaration

The members of the Executive Committee declare that they have approved this report

Signed on behalf of the Executive Committee

Signed: Stuart McKay_______

Full name: Stuart McKay____________

Position: Treasurer____________

Date: 20/02/2024____________

Page 5

Independent Examiner’s Report to the trustees of Holmesdale School Parents and Staff Association

I report on the accounts of Holmesdale School Parents and Staff Association on the accounts for the year ended 31 August 2023 set out on pages 7 and 8.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The 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:

Basis of independent examiner’s statement

My examination was carried out in accordance with 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 the 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 matter set on the statement below.

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;

  2. to keep accounting records in accordance with section 130 of the 2011 Act; and

  3. to prepare accounts which accord to the accounting records and comply with the accounting requirements of the 2011 Act

have not been met.

  1. To which, in my opinion, attention should be drawn in order to enable proper understanding of the accounts to be reached

Name and Qualification: Stuart Edwards (demonstrable experience of financial management which is suitable for cash accounting where income is less than £250k. Address: 2 Alders Road, Reigate, Surrey RH2 0ED

Date: 20th February 2024

Page 6

Holmesdle %ebool Parentz Ind Staff .4uo¢iti•D rt nd ¢¢ount8 for the i'eT eDded 31 .4u IveJ¢ri¢ied Frynd• le•T to 31.4iJgwt 04 401 Reteipts chr$Jtry￿ Fair 8.146 6,1:3 9,75: 74: 144 302 7283 2.049 2.758 2.71: 470 75 3.202 2.874 lotkn Day S￿• F4thu• S g¥J7 10,165 156 524 13,077 436 M'•Tr•Jt• Spoll￿r Nottc4 Bo¥d 4,140 l.480 l.025 l.020 2,5 1,489 1.057 L,858 200 2,535 I,iio 2,5:9 l•tr & L•4%yn DND & T4hirti IMftL Day M'aik to Lapland 21 for I ChAIIw• chr11ttn￿ FJfA• 408 2.437 576 2.777 1.792 576 Otlwr xts%iti 639 53 130 1.949 51.628 43)37 34,970 Pywttts Cbrlltm￿ Fair 3226 SLvJxw Fair 2,917 2.871 30 l372 163 912 1,083 1,980 J30 Ea¥ter EKp 134 IJ53 2,141 Page 7

Fathn Da>" 531 P14 Shop 297 5,124 31 1.887 Year ? Luiyrs Dll> & Tthirts 794 792 ,565 131 to L4>iand I fot icé 71 P5F￿dEFINI¥ Nwparrtti ￿ttL11 140 13 167 360 568 169 62 360 473 657 11,913 Net recwtion xtiiitia Donat1¢x￿ lo Schopl (1￿1. £lTr) p•r da l9,450 19,604 17,557 5,5 Cath at I S•pt•mb CathfoDthat31A 30.4: 30.699 30 699 •o*i CAsk 36J52 30,4: 30,699 30.4.8 Page 8