Trustees’ Annual Report for the period
From 01/01/22 Period start date To 31/08/22 Period end date
Charity name: Becket Primary PTA
Charity registration number: 1185918
Objectives and Activities
| SORP reference |
||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | 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 activites 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 public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The core-committee work closely with the Headteacher and staff at the school to ascertain how the charity can help to further the children’s educational needs. Armed with this we work together with parents and the wider community to arrange events to raise 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 participate in. |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The Trustees confirm that they have referred to the guidance contained in the Charity Commission’s general guidance on public benefit when reviewing the Association’s aims and objectives and in planning future activities. |
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| SORP reference |
||
| Policy on grant making | Para 1.38 | 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 1.38 |
| Policy on social investment including program related investment |
||
|---|---|---|
| Contribution made by volunteers |
Para 1.38 | |
| Other |
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 | Becket Primary PTA is made up of a group of volunteer parent/carers and school staff who find time during their busy lives to help to raise funds to enhance our children's learning experiences and make school more fun! Becket Primary PTA is actively trying to create solutions and solve some issues that both our school and community are facing. Becket Primary is a school with a big heart, and we care what happens to our children whilst in our care and beyond– we invest in our children’s futures. Fundraising performance(January 2022-August 2022) £250 of PTA funds were spent on items such as construction blocks for Nursery. Other funds were spent on arranging extra curricular activities for the children, ie a Glow Party and a Dance Workshop. The PTA also provided a book as a Christmas gift for every pupil. The Summer Fayre which was pulled together at short notice 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 continued successfully throughout the year, supported by a handful of staff and parents. What our fundraising achieved Enrichment activities Christmas gifts |
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | The PTA’s objectives have always been to enhance the experiences of the children at Becket. This has been achieved by providing experiences and gifts that a lot of the children would not otherwise get. |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
|---|---|---|
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 |
|
|---|---|---|
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 |
A small reserve is held each year in case there is a drop in income ie. when events can’t take place as in Covid times. Or, reserves may be kept in savings if the school wants a larger, more expensive project funded. |
| Amount of reserves held | Para 1.22 |
Usually around the £2000 mark |
| 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 |
| Additional information (optional) You may choose to include further statements |
Additional information (optional) You may 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 charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: | ||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | CHARITABLE INCORPORATED ORGANISATION APPROVED BY THE CHARITY COMMISSION ON 19THOCTOBER 29 |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Association |
| 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 | 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. |
Additional information (optional) You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training 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
| Charity name | Becket Primary PTA |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1185918 |
| Charity’s principal address | c/o Becket Primary School Monk Street Derby DE22 3QB |
Names of the charity trustees who manage the charity
| 1 2 3 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|
| Jo Burley | Treasurer | Whole Year | Appointed by vote at AGM | |
| Louise Swaby | Secretary | Whole Year | Appointed by vote at AGM | |
| Bernie Walton | Member | Whole Year | Appointed by vote at AGM |
| 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Laura Rudak | Member | Whole Year | Appointed by vote at AGM |
|---|---|---|---|---|
| Aimee Roberts- Nichols |
Member | Whole Year | Appointed by vote at AGM | |
– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year |
|
|---|---|---|
Funds held as custodian trustees on behalf of others
Description of the assets N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) | Names and addresses of advisers (Optional information) |
|---|---|---|
| Type of adviser Name Address |
||
| Independent Examiner | Steven Price | 48 Woods Lane, Derby, DE22 3UD |
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
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
CHARITY COMMISSION FOR ENGLAND AND WALES BECKET PRIMARY PTA 1185918 Receipts and payments accounts CC16a For thè p•riod from To 0110112022 3110812022 Section A Receipts and payments Unrestricte funds Restr&¢ted funds Endowment nds Total funds Last y*ar totho n•arnst£ lo nearest£ ts) th¥ n&ar66t£ to th¢ n¢arestÈ A1 Recei FundraNn Grants Crowdfunthng Bcoks 901d S¢hool lottery 472 472 701 1,100 209 3d9 Sub total(Gmss income for AR) A2 Assèt and inv•stm•nt sal•s, l¥eg tablel. Sub total 1,030 1.030 1001 A3 Payments Costs ofFundr8Vdng Wi141rf8 area B(K)k6 Nursery stBff Room Indèpondonl LmInerS fee 149 16,827 252 25) 2SO Sub totsl 29] 250 17,277 A4 A$set and investment purchases, l¥ee tsblel Sub total 250 250 17.277 Net of receipts/(paymgntsJ A5 Transfèrs b¥rt funds A6 Cash fynds last year end Cash funds this year end 780 780 1SA76 8,988 9,768 8,988 9,768 1S.476 CCXX R1 accounts ISSI 1411012022
Section B Statement of assets and liabilities at the end of the period Lknresth"ct•d Restricted fun(5$ funds to n•aM8t£ to nearest£ Endowment fuftd$ to ntrares1£ B1 Cash funds Barclays Bank Ac¢ount Total cash funds 9,768 cwjrtlsll Unr•strict•d funds I noafest£ Restricted funds Endowm•nt fund$ to nea$t£ to neare5tÉ Fund towhi¢h a55et befon Ctsst1oplhD411 Currentvalue nal to whlch asset belorLg5 CostloptK*nall Cur¥entV01u• h?na B4 Assets retainod fvr the chaty.5 own use Fund tovthkh relat•s AmouTrtdue When due 8S Llabilfties SvJn8d by one ort%¥o tru5tee5 on half of all the trustees Signature Print Name Date ol roval CCXX R2 accounts ISSI 14110r2022
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Be¢ket Primary PTA On accounts forthe year ended 3110812022 Charity no Ilf any) 1185918 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the 8 months ended Responsibilities and As the charity trustees of the Trust. you are responsible for the preparation basis of report of the accoLsnts in accordan with the requirements of the Charities Act 2011 (Ihe Act.). I report in r8spe¢t of my examination of the Trust's accounts carried out under section 145 of the 2011 A¢t and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145151(bl of Ihe Act. I have completed my examination. l Confimi that no material matters have come to my attention (other than that disdosed below") in connection with the examination which gives me cause to believe that in. any material respect.. accounting recAJrds were not kept in a£1rdance with seclion 130 of the Act or the accounts do not accord with the attounting records Independent examiner's statement I have no ¢oncems and have rne across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. ' Please delete the words in the bftckets rfthey do not apply. Signed: Date: Name: S M PRICE Relevant professlonal qualification(sl or body (If any): ACIB MBA ACIE Affil Address: 48 Wo¢<ls Lane Derby DE22 3UD IER October 2018
Section B Disclosure Only complete if the examiner needs lo highlight matters of concem {see CC32, Independent examination of charty acunts.' directions and guidance for examiners). Give here brief details of any items that the examiner wishes to disclose. None IER October 2018