St James, Infant and Junior Schools PTA
Charity Number: 1147450
Annual Report for the year ended 31 August 2024
Signed.......
Chair- Lydia Lee
zs/£ry/2025
Signed..-.-...
Treasurer
2i/0712oir

St Jarnes. Infant and Junior Schools PTA
Chalr's report
Year endod 31 August 2024
Thls is my first report as Chair of the St. James, Primary School PTA and I will begin by
exprgssing my heartfelt thanks to everyone who has contributed trj the work of the PTA over the
past year. It is through everyone's generosty that the PTA exists. and is able to put on so many
fantastic events to support the school, raise money, and enhance the experience for our
children.
I have been fortunate to have a small but dedicated committee who glve thelr time to make the
PTA a success. To Carrie, Dhruva, Fifi, Jack, Jenny, John, Jon, Rachel, Siobh8n, Stacey. Stuart,
Vanessa, Dora, Sona, Clare. Farheen and Lucy. thank you so much, you have all been amazing
and l am grateful for your continued support. I very much hope lo contiiiue adding to this list and
wll ask that everyone consider getting involved in the PTA, in any capacrty. It is an experience
that I have found incredibly fulfilling and I'm sure you will too.
I would like to particularfy mention Rachel who has taken the lead in organising this year's
summer fair this coming Saturday. The survey èarlier in the year hlghlighted this as the parent
community's most valued event, and it also raises the most amount of money for the school.
However it also requires the Most amount of work to plan and deltver such a wonderful
celebration. Supported by a very long list of helpers, 8nd an array of donations frtsm 8veryong at
the school. Rachel has met this challenge wtlh unwavering positivity and I have no doubt that
this year's fair will be a marvellous success.
I would also like to recognise the Wofk of my predecessor Chris as well as Suzy and Steph who
did so much in making the PTA what it is today and left a lasting legacy before stepping down in
February. The events held in 2023124 were only possible through their hard work and I know
that everyone involved in Ihe sch¢Jol would like to thank them for their significant contribution
during Iheir time in the PTA. l am personally very grateful for their advi￿ and guldance when I
stepped into their very big shoes. Equally, lo John Tutt and the entire staff at St James,, l am in
your debt for helping me and the team navigate these first few months. You remain
unwaveringly flexible anij supporbve in all our eiideavours and I look fo￿ard to wort(ing with
you in the year ahead.
Finally, I would like to thank the dass reps and all the class volunteers who have put on such
amazing events over the course of the year. Eartier in the year, with volunteer numbers
dwindling there was a real risk that the PTA would no longer be able to funclion. Underpinned
by a new approach which puts more ownership for evenls in the hands of individual year
groups, you have responded with suth enthusiasm and support. You ara the heroes of the PTA
and we are all indebted to you.
There have bèan some phenomenal achi8vements this year. raising a grand total of £34,540 for
tho school to the year ended 31 August 2024, of which £33,794 was donated directly to the
school. W8 have held an array of events. including an Easter hunt, unifom sales. book sales,
sweel sales, ice cream Fridays, sports day refreshments. I have been OVe￿h8￿Med by th8 Spirit
of community and generosity within the sch¢)ol in supporting these activtties.
I will conGlude my report by saying how excited l am for the year ahead. In September we
welcome new ¢hildren and parenls to the St. James. cornmunity. I had an opportunity to meet
many of them at the parent induction in June and share with them the amazing work of the PTA.
It will also rOp￿sent the first full year of the new approach we are taking to Nnning events, and

St James, Infant and Juniorschools PTA
Chair's report
Year onded 31 August 2024
look forward to continuing building on all the work done to date. Alongside established
favourites such as the secret present room and the unifom sales, I'm really pleased there
continues lo be new ideas how the PTA can enhanc8 the children's experience and raise money
for the school.
Thank you,
Lydia

St Jamès, Infant and Junior Schools PTA
Income and Expenditure Report
Year ended 31 August 2024
2023.2024
2022Q023
Event Profit (note 2}
Matched Fundlng
Other Income (nole 4)
Donations to tho School (note 11
other Expendlture (nots 3)
Other fundlng of School evènts Inote 11
29,348.12
16,240.10
1.781.48
Included in event prolil
3,411.26
1,687.85
133.794.121
11,938.891
12,028.741
145,000.00)
1765.14)
12,484.181
Net Movement
13220.89)
130,321.37)
All tsznsactions rorogniz8d within th8 anatysis a￿¥8 in both academic y8ar8 havé been accounted for on
a cash basis.
Nots 1- Surnmary of donations and items funded:
Donations made to Ihe sthool during the 2023-24 a(3demiG year amounted to £33,794.12 (2023..
£45,000). The monles donatod in 2024 related lo..
Donations to school
2023-2024
Plants
53.97
Ipads
Total
33,740.15
33.794.12
Other items funded by the PTA for the benefft of children at the school during the 202&24 academic year
amo¥Jnled lo £2,028.74 {2023.' £2.484.181'
Event
2024
Coffee moming
Christmas Chocolate for everyone
SFX)rts day I￿ pops
Easter hunt
22.00
33.50
50.00
274.96
Prtsent Room 2024
627.02
YR6 Hoodies
1,021.26
2.028.74
Totsl

St James, Infant and Junlor Schools PTA
Incomo and Expendlturo Report
Year ended 31 August 2024
Note 2 - Summary of ovent profitablllty and fvn(ts rnlsod:
2024 Profit as
% of income
IEvent
2024 Income
2024 C¢)sts
2024 Profil
Surnmer fair '
11,458.26
14,248.82)
7,209.44
62.9%
Present room
2023
4.549.25
(870.701
3.678.55
80.9%
2024 Sponsor
Unift)mi
3,046.79
3,046.79
2,555.55
100.0%
2,555.55
100.0°
Ics cream
2,750.33
1816.601
11.317.Wl
(12.951
1,933.73
70.3%
Refreshmènts
3,061.75
1,744.75
57.0%
Tea towels
1.492.93
1.479.98
99.1%
Santa run
1,082.41
1.082.41
100.0%
Legoland
Wlnter disco
2.805.25
11.776.671
(180.001
0.00
1,028.58
36.7%
1,176.95
996.95
84.7%
Christmas raffle
990.90
990.90
100.oyo
Beauty and the
bea81
2,392.54
{1,834.35}
(55.32
{180.(KII
558.19
23.3%
Eastgr bingo
Summer dlsco.
564.86
90.20
670.54
490.54
732%
Cauliflower
cards
411.90
411.90
100.0%
Book fair
360.12
360.12
100.0%
Doughnut day
Tutt bars
621.75
1271.701
1558.741
350.05
56.3%
824.46
265.72
32.2Vo
Xmas jumper
Fireworks
202.50
2D2.50
1CK).O%
1,116.48
1951.001
c).00
165.48
14.8¥0
Tabletop sale
Joesph show
PTA sa18
145.85
145.85
100.0%
1.031.71
1928.001
103.71
10.1Yo
27.00
27.00
Yoga bags
Sciencg show
5.00
5.00
100.0%
178.14
(173.251
43,523.22
114.175.101
29,348.12
'summer discos does not include the paypal payment transfer of £251, sponsorships for the 8umrner fair
hav8 also been induded within other ill￿￿8.
4.89
2.7D
Total

St James, Infant and Junlor Schools PTA
Income and Expendtture Report
Year ended 31 August 2024
. As we decided to do refreshments throughoLrt the year. the stock was used for multiple events which
are all in refreshm8nts, this indudos tho summw fair barltearoom. Easter Bingo and Sport5 day
refreshments.
Note 3 - Other Expondlturn
othèr exponses
Local giving mernbership
Insurance (via ParenlkÈnd}
Srnall lottery Ilcence (annual)
Website Fees
2024
180.00
153.00
20.00
164.61
Equipmsnl repairs
Unpaid Invoices 2022-2023
Stationary and sundries
Total
1.208.00
150.00
63.28
1,938.89
Other expenditure- total -£1,938.89 {2023 - £765.14)
Note 4 - Other Income
Delalls of Other income £3.411.2612023= £1,687.85)
Other Income
2024
Donation via website
56.62
Donation via k)cal giving
Donation via Bank
410.8
766.73
Donation vla Eagy fundraising
Astra Clothing
DVD donation
118.01
52.2
Jet Wash loyalty
TW Lotto
76.9
345.5
Summer Fair Sponsorship
Total
1.575
3.411.28
Note S . Avallable funds as at 31 August 2024
Tha funds available WTth Mglro Bank at 31 August 2024 is £13.836.81 (2023-. £17.068.01).

CHARITY COMMISSION
FOR ENGLAND AND WALES
Independent examinerfs report on the
accounts
Section A
Independent Examiner's Report
Report to the trustees
st James, Infant and Junior Schools PTA
On accounts for tha yaar
ended
31 August 2024
Charity no
lif any)
1147450
Set out on pages
1-6
lu Include the p2gp niAnil%Èts vf addiiionAI bhFielsi
I report to the trustees on my examination of the accounts of the above
charity llhe Twsv) for thè year ended 3110812024.
Responslbllitias and
basis of report
As the chartvs trustees, you are responsible for the preparation of the
accounts in accordance wth Ihe requireTnents of the Charities Act 2011
{"the Acr).
I report in resp6d of my examination of the Trust's accounts carried out
under section 145 of the 2011 Act and in carrying ￿t my examination. I
have followed all the applicable DirectM)ns given by the Charity Commission
under section 145(5)(b) of thè Act.
Independent I hav6 completed my examination. l ¢onfirm that no material matters have
examlner's statement come lo my attenlion in connection wth the examination which gives me
cause to believe that in, any material respect..
the ac£ounting records were not kept in accordance with section 130
of the Charities Ad" or
the accounts did not accord with the acLounting records: or
the accounts did not compty with the applicable requirements
conceming the form and (xjntent of accounts set out in the Charities
(Accounts and Reports) Regulations 2008 other Ihan any requir8m8nt
thatthe accounts give a 'true and fairf view whith is not a matter
Considered as part of an independent examination.
I have no concems and have come acr05s no other matters in connection
with the examination to which attBntion should be drawn in this report in
order to 8nab18 a proper understandiro of the accounts to be reached.
Date:
20107125
Signed:
Name:
Rosemary Bames
Relevant professlonal
qualifi¢atlon{s) or body
(rf any):
FCA
IER
Oct 2018

Address:
18 The Fems, Tunbridge Wells, KenL TN12JT
Section B
Disclosure
Only complete if the examiner needs to highlight material matters of concern
(see CC32, Independent examinatlon of charity accounts: directlons and
guidance for examiners).
Give here brfef detalls of
any items that the
examlner w5she$ to
dlsclose.
IER
Oct 2018