## **Trustees’ Annual Report for the period** ## **From 01/10/2023 Period start date To 30/09/2024 Period end date Charity name: Buckingham Primary School PTA** ## **Charity registration number: 1180022** ## **Objectives and Activities** ||SORP reference|| |---|---|---| |Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|THE OBJECT OF THE ASSOCIATION
(THE OBJECTS) IS TO ADVANCE THE
EDUCATION OF PUPILS IN THE
SCHOOL IN PARTICULAR BY: 2.1
DEVELOPING EFFECTIVE
RELATIONSHIPS BETWEEN THE STAFF,
PARENTS AND OTHERS ASSOCIATED
WITH THE SCHOOL 2.2 ENGAGING IN
ACTIVITIES OR PROVIDING FACILITIES
OR EQUIPMENT WHICH SUPPORT THE
SCHOOL AND ADVANCE THE
EDUCATION OF THE PUPILS.| |Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.|Para 1.17 and
1.19|To raise funds for Buckingham Primary
School to improve the facilities and support
the school. Currently, fundraising is to
support the outdoor spaces project; Play
Equipment Areas.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The charity has had regard to the Charity
Commission’s guidance on public benefit.| ## **Achievements and Performance** ||SORP reference|| |---|---|---| |Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|2023-24 has been another amazing year for
Buckingham Primary School PTA.
We completed the ambitious playground
equipment project, with a combination of
grants and fundraising funding the KS2 part
of the project. We now have fantastic play
equipment in both the KS1 and KS2 areas,
which should be used by hundreds of
children for many years to come. A really
legacy project.
From an events perspective, we held our
third Family Fun Day, which again raised
around £8,000 and was once again a hugely
popular day, welcoming families from
across Buckingham. We held two discos
this year, our annual Halloween disco, and
a very popular Glow disco for the first time
in Spring.
Since completing the KS2 play equipment,
we have been funding a number of
comparatively smaller items, based on our
staff wishlist, and our next major focus will
be the KS1 and KS2 courtyards, which we
look forward to helping with in the coming
year!| ## **Financial Review** |Review of the charity’s
financial position at the end
of the period|Para 1.21|Family Fun Day in July raised £7,941! An
amazing fundraiser as well as a wonderful
community event.
Frozen Fridays raised £1,223! Always a
popular fundraiser for the children.
Additional Summer events raised £839! This
included sports day refreshments (£231),
plant sale (£190), end of term treats and
Nursery event (£208) Year 6 end of term
performance
(£114)
and
marathon
sponsorship (£95).
Easter activities raised £970! With the raffle
(£639), cookie sale (£246) and bonnet
competition (£85), again bringing so much
fun whilst fundraising successfully!
Neon disco raised a brilliant £1,640!
Christmas activities raised £3,807! With
great success in the raffle(£1,328),Santa| |---|---|---| |||Fun
Run
refreshments
(£855)
and
sponsorship £632. Further, the Santa Float
outside Tesco (£360), Christmas Cards
(£314), Year 6 performance refreshments
(£166) Parade (£83) and Guess the Sprouts
(£68).
We saw great success from the Halloween
events; Freaky Friday (£235) and the
Halloween Disco (£854)!
We were successful in Fairhive (£8,000),
Tesco blue tokens (£1,500) and Warburtons
(£400) grants – all to support our outdoor
spaces projects!
Our Bonus Ball Lottery ended the year with
£704 profit! We paid out 18 winning bonus
balls in the school year and had a few more
winners donating their £20 back to the
school.
Second hand uniform ended the year on
£798. A brilliant service for our school
community, supporting sustainability and a
great fundraiser.| |---|---|---| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|Reserves are held for the current
project/fundraising initiative.
Current reserves are held for the purpose
of the outdoor spaces project.| |Amount of reserves held|Para 1.22|Cash at bank at 30/09/24 was £14,123.| |Reasons for holding zero
reserves|Para 1.22|N/A| |Details of fund materially in
deficit|Para 1.24|N/A| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|N/A| ## **Structure, Governance and Management** |Description of charity’s
trusts:||N/A| |---|---|---| |Type of governing document
(trust deed, royal charter)|
Para 1.25|Constitution adopted 17/07/2018| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Unincorporated charity| |Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|Vote at AGM or EGM - one nomination and
then to be seconded by another| ## **Reference and Administrative details** |Charity name|Buckingham Primary School PTA| |---|---| |Other name the charity uses|N/A| |Registered charity number|1180022| |Charity’s principal address|Buckingham Primary School
Highlands Road
Buckingham
MK18 1PN| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| ||Susan Fish|Chair||| ||Laura Penny|Vice Chair||| ||Kyrstn Brooks|Treasurer||| ||Julie Caulfield|Secretary|Left 16/09/2024|| ||Alice Payne|Secretary|Appointed 16/09/2024|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** |**Signature(s**
**Full name(s**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|**)**
**)**Sue Fish
Kyrstn Brooks

Chair
Treasurer
26/11/2024|| |---|---|---| |||Kyrstn Brooks| |||Treasurer| ## **Receipts and Payments Accounts: Buckingham Primary School PTA** ## **Year Ended 30 September 2024** |**Receipts and Payments Accounts: Buckingham Primary School PTA**
**Year Ended 30 September 2024**|**Receipts and Payments Accounts: Buckingham Primary School PTA**
**Year Ended 30 September 2024**| |---|---| |**Receipts:**
**Payments:**|**Total Funds**
Christmas Activities
4,276
Autumn Activities 2023
2,600
Autumn Activities 2024
11
Spring Activities
2,064
Easter Activities
970
Buckingham 10k
2,298
Frozen Fridays
1,795
Sports Day
0
Summer Activities
1,150
Bonus Ball Lottery Payments
1,064
Donations and Grants
11,280
Second Hand Uniform
798
Amazon Smile
0
Bag2school
273
Family Fun Day
9,238
Other in year fundraising
591
Bank Interest
133| ||**TOTAL RECEIPTS**
**38,540**
Christmas Activities
-331
Autumn Activities 2023
-1,384
Spring Activities
-195
Frozen Fridays
-572
Sports Day
0
Summer Activities
-311
Family Fun Day
-1,297
Bonus Ball Lottery - winners paid
-360
Digital Cameras for Year Groups
-388
Outdoor Spaces Project Costs
-39,500| ||**TOTAL PAYMENTS**
**-44,338**| ||**NET:**
**-5,798**| ||| ## ## ##