Registered Charity Number: 1174294 ## **Annual report 2021/22** ## **The objects of the charitable incorporated organisation (CIO) are to advance the education of pupils in Eggar’s School, in particular by:** - Developing effective relationships between the staff, parents and others associated with the school; - Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. We do this in two key ways. One by our **service** supporting events at the school, such as Open Days and Year 7 Induction Days. This helps underpin the culture of Eggar’s as a supportive, inclusive and welcoming school. The other is **fundraising** . ## **Fundraising** After a difficult couple of years, due to the Covid pandemic, we held our first event for over 18 months when we provided refreshments for the Spring Concert, raising just over £80. This was less than we might normally raise but it was a significant step in getting the PTA up and running again and starting to raise some much-needed funds. We learnt a lot and this puts us in a good position for raising more at the Christmas concert in 2022. Our only other fundraising event took place in May when we held our annual Prom Shop for Year 11 students. We dressed seven Pupil Premium students and also sold £55 worth of dresses and accessories. As usual, despite a lot of publicity (including inviting Amery School students), the turnout was quite low but it was great to be able to help the Pupil Premium students who otherwise might not have been able to go to the Prom. Particular thanks should go to Charlotte Parkins who ran and co-ordinated the event. Much of our time and effort has gone into promoting the PTA to new Year 7 parents (as well as existing parents) in a bid to attract new members. We have received a lot of support from Nephele Headleand and Di Owen at school in this aim and I’d like to thank them for this. We distributed a leaflet about the PTA in the Year 6 packs; we held a social meeting at a local pub and Melanie Tynan attended the induction days for new Year 7 students in July specifically to encourage attendance at our AGM in September. As a result, we collected 13 new email addresses to add to our PTA distribution list of people who’d be willing to be involved. ## **Supporting the school** Melanie Tynan and Vanessa Girling attended the Open Day for prospective students. They hosted a PTA stand and spent time talking to parents and students who are in the process of choosing a secondary school. The PTA also confirmed to the Chair of Governors that it would continue to support any Pupil Premium students who need financial support to buy school shoes. Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta Registered Charity Number: 1174294 ## **Donations to school** As our accounts show, we made a small profit of £222.18 this year. This came from the two events we held as well as some money raised through Easyfundraising and Amazon Smile. Due to our low level of funds, the trustees made the decision not to make any donations to school this year. We end the year with £535.76 in available funds. This puts us in a good position for funding new events in the autumn term. ## **The future of the PTA** The PTA has been running on a skeleton team this year -we have lost a lot of long-standing members in the last couple of years (due to their children moving on after GCSEs). This year, myself and our procurement officer will also leave (again due to our children moving on). We will need more people to get involved if the PTA is going to survive and thrivefrom people who can just give the odd bit of time here and there, through to people who are willing to come along to meetings and stand for some of the empty positions. This year we'll need: -a new Chair -a Procurement Officer -a Publicity and Membership officer -a new Safeguarding rep I’d like to take this opportunity to thank Sarah McKenzie for all her amazing work and support. Sarah is leaving the PTA this year after 11 years on the committee. She took on the role of Procurement Officer and stayed in that role for the majority of her term. She attended, assisted at and, more often than not, ran various social and fundraising events. She was also the Safeguarding rep on the CIO. I would also like to acknowledge and thank Janice Finnimore, the school’s business manager, for all the time and help she’s given to the PTA. Janice is retiring at Christmas after almost 22 years at Eggars. Her replacement will be the new school representative at PTA meetings. ## **Ian Swift (Chairperson of the EGGARS SCHOOL PTA)** Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta Registered Charity Number: 1174294 ## **TREASURER’S REPORT FOR YEAR ENDING 31 AUGUST 2022 AGM MONDAY 17 OCTOBER 2022** ## **Overview** Our income for 2021/22 was £634.38 and expenditure was £412.20 making a total profit of £222.18. Our income came from the two events we held together with income from Easyfundraising and Amazon. Our expenditure was a mix of miscellaneous costs (detailed below under ‘Miscellaneous transactions’) and the cost of stock (£177.80) for the Spring Concert. ## **Fundraising activities** We carried out two fundraising activities this year making the following profit: Spring Concert £81.10 Prom Shop £55.00 ## **Miscellaneous transactions** We received income of £269.14 from Easyfundraising and £51.34 from Amazon. Our miscellaneous costs were for the website (£65.60), our ParentKind membership fee (£128.00) and bank charges (£40.80). ## **Donations** We were unable to make any donations to school this year due to the low levels of funds raised this year and last. ## **Statement of assets for end of 2021/2022** Bank account and float £535.76 Food and drink stock £50 (estimate) Prom shop stock (estimate) £3,100 (160 dresses at £20 each plus £100 of accessories) Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta Registered Charity Number: 1174294 ## **Notes for 2021/2022** - We finish the end of this year with £535.76 in available funds which puts us in a good position to run events in 2022/2023. However, our ParentKind membership fee of £140 is due in October/November which will bring this balance down. - We have a small amount of stock left over from the Spring Concert and estimate this to be in the region of £50. - We have revalued the Prom Shop stock. Previously we have valued the dresses at £25 each but have revalued them at £20 each as many of the dresses are now old stock. We could do with some fresh stock and more dresses in plus sizes for next year’s Prom Shop. - After nearly 18 months of no events, we held two events in the latter half of the school year, raising £136.10. In addition, we provided seven Pupil Premium students with a prom dress and accessories at no cost to them. - The income from Easyfundraising and Amazon continues to be an important source of funding for the PTA. This income has helped cover our regular costs of £4.50 a month for the website, £5 for the bank account and the ParentKind annual membership fee. - The current signatories on the bank account are: Mel Tynan; Blue May and Tracey Desjardins. We should look to add new people over the year as both Mel and Blue will leave the PTA next year. - We now hold a Business Deposit Card for our bank account which allows us to pay in coins to the Post Office. HSBC no longer accepts coins in branch. This is in Mel Tynan’s name. - As people carry less and less cash these days, we should investigate the costs of a contactless card machine for use at events. ## **Melanie Tynan (Treasurer) 31 August 2022** Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta Registered Charity Number: 1174294 |**EGGAR'S PTA - ACCOUNTS ENDING 31 AUGUST 2022**|**EGGAR'S PTA - ACCOUNTS ENDING 31 AUGUST 2022**| |---|---| |**EVENTS PROFIT SUMMARY 2021-22**|| |Spring Concert|81.10| |Prom Shop|55.00| |**TOTAL PROFIT FROM EVENTS**|**136.10**| ||| ||| ||| |**MISCELLANEOUS EXPENSES**|| |Website (2 months @ 10.30 and 10 months @ 4.50)|65.60| |Bank Charges (7 months @ £5 and 1 month @5.80)|40.80| |PTA Annual membershipfee|128.00| |**TOTAL MISCELLANEOUS EXPENSES**|**234.40**| ||| ||| |**MISCELLANEOUS INCOME**|| |Easyfundraising (23.66+77.08+48.90+119.50)|269.14| |Amazon (6.09+8.71+14.45+22.09)|51.34| |**TOTAL MISCELLANEOUS INCOME**|**320.48**| ||| ||| |**TOTAL MISCELLANEOUS TRANSACTIONS**|**86.08**| ||| ||| |**TOTAL PROFIT AFTER ALL MISC. TRANSACTIONS**|**222.18**| ||| |**DONATIONS 2021-22**|| |None made|0.00| |**TOTAL DONATIONS**|**0.00**| Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta Registered Charity Number: 1174294 ||| |---|---| ||| |**TOTAL PROFIT AFTER MISC . TRANSACTIONS AND**
**DONATIONS**|**222.18**| ||| ||| |**Bank account**|| |Start of year balance|116.79| |**Current balance**|**£302.87**| ||| |**Float**|| |**Start ofyear balance**|196.79| |Current balance|232.89| ||| |**Reconciliation**|| |Change in bank balance|186.08| |Change in float|36.10| |Donations to school|0.00| ||**222.18**| ||| Eggar’s PTA Website: www.eggarsschoolpta.co.uk; Tel: 01420 541194 (Eggar’s School Office) email: info@eggarsschoolpta.co.uk; twitter:@eggarsschoolpta; www.facebook.com/eggarsschoolpta