## **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 cha￿ty.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¢