CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01101121 Period start date To 31112121 Period end date Charity name: Becket Primary PTA Charlty rogistration number: 1185918 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the charity as set out in its governing document To advance the education of pupils in the school in particular by=" Developing effective relationships between the staff, parents and others associated with the school Engaging in aclivites or providing facilities or equipment which support the school and advance the education of pupils. Summary of the main activities in relation to those purposes for the publi¢ benefit, in particular, the activities, projects or services identified in the a¢¢ounts. Paro1.17 anij 1.19 The COr0mmittee work closely with the Headteacher and staff at the school to ascertain how the Charity can help to further Ihe children, educational needs. Anned with this we work together wrth parents and the wider community to arrange events to raisè funds to support the schools, objectives and to further the social aspect of school life for both children and parents. The Association holds regular committee meetings where staff and parents are always welcome to artici ate in. The Trustees confirm that they have referred to the guidance contained in the Charity Commission's general guidance on public ben&fit when reviewing the Association's aims and objectives and in planning future activilies. Statement confimiing whether the trustees have had regard to Ihe guidance issued by the Charity Commission on public benefit Para1.18 Addltional inforniation (optlonal) You ma choose to include further statements where relevant aboLrt'. SORP raferenc¢ The PTA writes and submits funding bids with a specific project in mind to be funded. All of these projects are aimed at improving the school for it's pupils ie. a new library or trim trail. Para 1.36 Policy on grant making Policy on social investment including program related investment Para 1.38
Contribution made by volunteers Para 1.38 Other Achlevements and Perfomiance SORP reference Becket Primary PTA is made up of 8 group of volunteer parentlcarers and school staff who find time during their busy lives to help to raise funds to enhan our children's learning experiences and make school more funl Becket Primary PTA is actively trying to create solutions and solve some issues that both our school and community are facing. Be¢ket Primary is a school with a big heart, and we care whal happens to our children whilst in our care 8nd beyond- we invest in our children's futures. Summary of th8 main achievements of the charity, identifying the drfference the charity's work has made to the ircumstances of its beneficiaries and any wider benefits to society as a whole. Para 1.20 Fundraislng perfomiance (September 2021-August 2022) Fundraising was again curtailed by the COVID pandemic, with indoor gatherings limited lo the end of the academic year. £9487.63 of PTA funds were spent on items such as construction blocks for Nursery. Other funds were spenl on arranging extra curricular activit18s for the children, ie Glow Party and a Dance Workshop. The PTA also provided a book as a Christmas gift for every pupil. The wildlife area renovation and addition to the trim trail on the front playground were funded by money the PTA won from a funding bid to the Tom Carey Foundalion in the previous academic year. The autumn and winter events from the core fundraising programme including the Christmas Raffle and novelty gifts sales ran at a profit of £519.35. Due to Covid restrictions, the usual events ie. Xmas Fayre & disco could not go ahead. The Spring and Summer saw the return,of the Easter disco and the ever popular, Easter raffle. which together raised £912.21. The Summer Fayre which was pulled together at short noti by some amazing parents and staff and successfully raised £484.20. Other fundraising activities such as the Easy Fundraising partnerships with the PTA Lottery and Amazon Smile conlinued suc5$fUllY throughoLrt the year, supported by a handful of staff and parents. Whatourfundraisin athieved
Renovated Wildlrfe area and additions to the trim trail on the front playground following suc¢e$sful funding bids from the previous year. Enrichment activities Christmas ifts Additional information (optionall You ma choose lo include further statements where relevant aboLrt'. The PTA'S objectives have always been to enhance the experien8 of the children at Becket. This has been achieved by providing experiences and gifts that a lot of the children would not otheNise get. Achievements against objectives set Para 1.41 Performance of fundraising aclivities against objectives set Para 1.41 Investment perfomian against objectives Para 1.41 Other
Financlal Revlew Review of the Gharity's financial sition at the end of the riod Statement explaining the policy for holding reseNes stating why they are held Para 1.21 Pa A small reserve is held each year in case there is a drop in in¢orne ie. when events can't take place as in Covid times. Or, reseNes may be kept in savings if the school wants a larger, more ex nsive ro e¢t funded. Usually around the £2000 mark NIA Amount of reseNes held Para 1.22 Parn Reasons for holding zero reserves Details of fund materially in deficit Explanation of any uncertainties about the charity continuing as a oin concem Para NIA Para 1.23 NIA Additional information (optional) You ma choose to include further statements where relevant about.. The charity's principal sources of funds (including any fundraising) Para 1.47 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the principal risks facing the charlty Para 1.46 Other
Structure, Governance and Management Descri tion of charit 's trusts: Type of governing document Para 1.25 CHARITABLE INCORPORATED ORGANISATION APPROVED BY THE CHARITY COMMISSION ON 19TH OCTOBER 29 Association How is the Gharity constituted? Para 1.25 Trustee selection methods including details of any constitutional provisions e.g. election to posl or name of any person or body entitled lo appoint one or more trustees Para 1.25 Under the Constitution the Committee shall comprise of Chair, Treasurer, Secretary and other officers duly appointed. The Committee shall be elected at the AGM and shall hold office until the next AGM. Nominations for election to the Committee may be made by one member and seconded by another. Additlonal Infomiatlon loptlonal) You ma choose to include further statements where relevant about.. Policies and procedures adopted for the induction and Iraining of trustees Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship with any related parties Para 1.51 Other Reference and Administrative details Cha name Other name the chari uses Re istered charit number Charity's principal address Becket Prima PTA 1185918 clo Becket Primary School Monk Street Derby DE22 3QB Names of th8 charity trustees who manage the charity Trustee name Office (if any) Dates acted if not for whole year Name of person lor body) entitled to appoint trustee ifan Appointed by vote at AGM Appointed by vote al AGM Appointed by vote at AGM Jo Burley Louise Swaby Bernie Wallon Treasurer Whole Year Secretary Member Whole Year Whole Year
Laura Rudak Member Whole Year Appoint8d by vote at AGM Appointed by vote at AGM Aimee Roberts- Nichols Member Whole Year 10 11 12 13 14 15 16 17 18 19 20 Cor orate trustees- names of the directors at the date the re Director name ortwasa roved Nam8 of trustees holding title to property belonging to the charity Trustee name Dates actsd If not for whol8 ear
Funds held a$ Custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects of the charity on whose behalf Ihe assets are held and how this falls within the ¢ustodian charity's objects NIA Details of arrangements for safe custody and segregation of such assets from the Charity's own assets NIA Additional infomlation (optionall Narnes and addresses of advisers (Optional information) e of adviser Nam8 Address Independent Examiner Steven Pri 48 Woods Lane, Derby, DE22 3UD Name of Ghief executive or names of senior slaff members {Optional inforniation) Exèmptions from disclosure Rea50n for non-disclosure of ke ersonnel details Other o tional infomiation
Declarations The trustses declare that they have approved the trustees, report above. Signed on behalf of tho charity's trustees Signaturel$) Full namels) Posltlon leg Secretary, Chair, etc) Date
BECKET PRIMARY PTA 1185918
Receipts and payments accounts
For the period Period start date Period end date To from 1/1/2021 12/31/2021
Section A Receipts and payments
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Unrestricted Restricted Endowment
Total funds
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
Fundraising 701 - - 701
Grants 1,100 - - 1,100
Crowdfunding - - - -
- - - -
- - - -
- - - -
- - - -
- - - -
1,801 - - 1,801
Sub total (Gross income for AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - -
Sub total - - - -
Total receipts 1,801 - - 1,801
A3 Payments
Costs of Fundraising 149 - - 149
Wildlife Area 4,440 12,187 16,627
Library Project - - - -
Children in Need - - - -
Drama for Children - - - -
Books 252 - - 252
Nursery - - - -
Staff rom 100 - - 100
Independent Examiners fee 150 - - 150
- - - -
Sub total [ 5,090 ] 12,187 - 17,277
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - -
Total payments 5,090 12,187 - 17,277
Net of receipts/(payments) - 3,289 - 12,187 - - 15,476
A5 Transfers between funds - - - -
A6 Cash funds last year end 12,277 12,187 - 24,464
Cash funds this year end 8,988 - - 8,988
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Section B Statement of assets and liabilities at the end of the period
| Unrestricted | Restricted | ||||
|---|---|---|---|---|---|
| Categories | Details | funds | funds | ||
| B1 Cash funds | Barclays | Current Account Total cash funds |
to nearest £ 8,988 - - 8,988 |
to nearest £ - - - - |
|
| (agree | balances with receipts and payments account(s)) |
OK | OK | ||
| Unrestricted | Restricted | ||||
| funds | funds | ||||
| B2 Other monetary assets | Details | to nearest £ - - - - - - |
to nearest £ - - - - - - |
||
| B3 Investment assets | Details | Fund to which asset belongs |
Cost (optional) - - - - - |
||
| B4 Assets retained for the | Details | Fund to which asset belongs |
Cost (optional) - |
||
| charity’s own use | - - - - - - - - |
||||
| Fund to which | Amount due | ||||
| B5 Liabilities | Details | liability relates | - - - - - (optional) |
||
| Signed by one or two trustees on behalf of all the trustees |
Signature | Name |
Signed by one or two trustees on behalf of all the trustees
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CC16a
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Last year
to the nearest £
4,778 29,135 6,920 - - - - - 40,833
40,833
259 15,543 219 348 - - - - - 16,369
16,369 24,464 - - 24,464
Endowment funds
to nearest £ - - - -
OK
Endowment funds to nearest £ - - - - - -
Current value (optional) - - - - -
Current value (optional) - - - - - - - - - When due (optional)
Date of approval