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2022-09-30-accounts

The Friends of St Joseph’s School –Meeting– Tuesday 18[th] October 2022– 7.30pm

Attendees

Parents : Kate M, Kyla W, Clare H, Donna H, Rachel L, Lucy c, Zoe C, Caroline P, Gail W, Ellie T, Alexa Q, Catherine C, Vicki M, Louisa W, Emma D

Staff Representatives : Rosie Gowers

Trustees : Lynette Bretherton, Catherine MacLennan, Abi Margetts

Apologies: Kerry L, Kirsty Cunningham, Laura B.

ITEM ACTION(S) OWNER
Welcome Lynette
February 2022
Minutes
Previously circulated by Parentmail N/A
Update on
Finances
Annual accounts circulated. Net profit for 21/22 of £5,900 which is a wonderful
achievement given that many events had to be cancelled due to covid restrictions.
£12,600 returned to St Josephs for the provision of resources and trips / learning
experiences
FUNDS2SCHOOL
COST
EYU Shed & Racking
3,882
Playground furniture
3,318
School Trips/Workshops/Gifts
3,081
Pantomime
576
Sportswear
284
Badges
186
Wild Flowers & Gardening
139
Classroom Games
124
Advance payment on Yr1 outside space &
classroom readingareas
1050
TOTAL
£12,640
The first event of the new academic year, September’s quiz night, resulted in profit of
c. £700.
Catherine/
Lynette
Committee /
Trustees
Lynette and Catherine have stood down from their roles. Dan Weller has agreed to
become the new treasurer. The role of chair is now vacant and we would very much
welcome volunteers to take over this role. It can be taken by one person or a group
sharing the role. Lynette will continue to act as chair in name only, and will organise
events until the Christmas break.
Proposed
Expenditure
Science Workshops: being organised with provider Sublime Slime. Science workshop
costs c. £650+VAT. Parent contribution of c. £2.50 to be sought.
Lynette /
Mrs
Year 1 outside space: spend agreed before summer and included in spend above (c.
£1,000) and resources starting to arrive in school.
Pantomine: booked for January with M&M Productions. Cost c. £1,000.
School Trips: trips to be arranged for all classes.
Reading areas in classrooms:classrooms to have designated zones for reading.
Pupils’ views will be sought for the design.
It was discussed that how the money raised is spent needs to be promoted to parents/
carers more. This will be by way of inclusion in school newsletters and displaying
photos of items purchased.
Gowers /
All
Calendar of
events – winter
2022
Fireworks– Saturday 5thNovember 2022, Chinnor Rugby Club. Over 1,800 tickets
already sold for 3,000 capacity. Volunteers sought to act as marshalls / ticket scanners
on the night.
Bags2School– Tuesday 22ndNovember.
Christmas Fayre--Saturday 26thNovember. Lynette to lead.
Christmas Discos– Friday 9thDecember. Kerry organising.
Santa Sleigh-Saturday 10thDecember with Round Table.
ALL
Calendar of
events 2023
Volunteers came forward to organisefuture events. Dates to be confirmed.
Quiz – Kirsty
Bingo -Kate/ Debs
Movie Night – Kyla
Spring Fair – Gail
Ice cream Sales – Catherine
Xmas Fayre 2023 – Kate
Other ideas discussed including silent auction and summer party/ball. Any
suggestions would need a dedicated volunteer to take forward.
ALL
AOB Reading– Mrs Gowers advised that the school is now able to welcome back parent /
carer volunteers to assist with reading. Those interested should contact the office
ALL
Next Meeting TBC May depend on new Chair / Chairs coming forward to co-ordinate. ALL

Final Accounts @ 30 Sept 2022

FRIENDS OF ST. JOSEPH'S SCHOOL, THAME Receipts & Payments for the year ended 30 September 2022 Accounts prepared by Catherine MacLennan, Treasurer

Unrestricted Funds

Notes
Receipts
Fundraising Events
1
Fireworks Deposit Returned
Donations
1
Advances on 2021/22 Events
5
Payments
Fundraising Events
1
Exceptional Items / Other Year
5
Miscellaneous Payments / Insurance
2
Net Income
Payments to school
4
Surplus / Deficit for the Year
2021/22
£
20,585
3,264
7,829
31,678
17,357
1,743
590
19,691
11,987
12,638
651
-
2020/21
£
9,580
1,358
3,550
14,488
4,337
218
4,555
9,933
6,994
2,939

Statement of Assets & Liabilities as at 30 September 2022

Current Assets
Bank Community account
Paypal Account
Giftaid Claims
Cash in Hand
Current Liabilities
O/S cheques
Net Assets
Represented By:
Accumulated Funds B/F
Surplus / Deficit for the Year
2021/22
£
11,262
177
11,439
0
11,439
12,091
-651
11,439
2020/21
£
11,829
262
12,091
0
12,091
£
9,152
2,939
12,091

Notes to the Accounts 2021/22

Note 1 - Fundraising Activities

Fundraising Events
Fete
Playground Sales
Raffle
Xmas Fayre
Tombola
Smarties
Xmas Cards
Pencil Cases
Xmas Shop 2021
Disco
Tea Towels
Fireworks 2021
Total Fund Raising
2021/22
Receipts
Payments
Profit (Loss)
£
£
£
2,494
-824
1,669
938
-18
919
1,140
-372
768
565
-247
318
Event cancelled
257
257
292
-45
247
986
-789
197
702
-604
98
202
-199
2
Event cancelled
149
-618
-172
Event cancelled
254
-479
-226
879
-13,142
-851
Actual Profit £2699
8,857
17,337
-
3,227
Donations £
Amazon 97
Bags2School 159
Coop Community Fund 2,000
Easyfundraising 39
INLOCO 20
Duck Race 950
Total Donations 3,264

Note 2 - Other Receipts & Payments

2021/22
Other Receipts
£
Bank Interest
0
Other Payments
£
Admin
148
AGM / Meetings
147
Gifts
295
Miscellaneous Payments / Insurance
590
Note 3 - Underlying Profit
2021/22
£
5,901
Note 4 - Payments to St Joseph's School
2021/22
£
School Trips / Workshops / Gifts
4,131
EYU Shed & Racking
3,882
Playground furniture
3,318
Pantomime
576
Sportswear
284
Badges
186
Wild Flowers & Gardening
139
Classroom Games
124
Classroom Books
Magazine Subscriptions
Xmas Tree
Crafts to Home Schoolers
Beebots
Classroom Resources
Playground Markings
12,638
2020/21
£
0
£
171
46
217
2020/21
£
6,383
2020/21
£
1,766
287
572
178
50
521
432
405
2,785
6,995

Note 5- Exceptional Items / Other Year Income of £7829 is being held in our account on behaw of the three Tharne pntnary schools for the fireworks display on 5th Nov 2022 IFY2D221231 and £1467 of joint expenses have been incurred. Expenses of £275 have been incurred foi thè kids disco and Xmas layre to be hdd in Dec 2022. Note 6 - Accounting poll¢ies These AccoLJnts have been prepared in a Receipts and Payments basis 8s allowed by the Charty Commission ol England and Wales for small charrties. No Statutory format exists. however the Commission'5 guidance on preparing Receipts and Payments accounts has been followed. As advisod by the Cornmission these accounts have been prepared in a consistent way from year to year. Cash ffoats have been excluded trorn both fundiaising event receipts and payrnents as they do not Fepresent true Income or Expenditure. There are no iestricted funds. No stipul8ty.on ha5 been rnade by other donor as tts how rnoney is to be spent and no ertdowrnents have been made. Note 7- Trustee's Expenses No remuneration was paid to any tiustee. Expenses are paid to Trusteès and other Friend'5 tnembers lor purchases relating to PTA events and other activrfcies. No travel expenses have been paid as PTA members hgve chosen not subrnil claims. In 2021122 £1971 was reimbursed to Tmstees wholly relating lo PTA events and other Activities. Lynette Bretherton Jo Dinnage Catherine MacLennan Total 1.582 126 1.971 Prepared by.. Catherine MacLennan Treasurer- Friends of St Joseph's School, Thame Charty Number 1135408 Datè". ,/G/20? I confirm that this is a tiue record based on the books and records made 8vailable to K8thrine Bayer Independent Examiner Oate. 3/6/23