Trustees’ Annual Report for the period
From 01/09/23 Period start date To 31/08/24 Period end date Charity name: Becket Primary School
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 PTA exists to benefit the students and their learning environment. The practical application of the main object includes, but is not limited to: • Fundraising:Raising money for "extras" that the school budget may not cover, such as new playground equipment, library books, IT resources, musical instruments, sports equipment, or funding for school trips and activities. • Organising events:This can include social events for families, school discos, fairs, and other activities that build community and often serve as fundraising opportunities. |
| 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:
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. |
|---|---|---|
| Policy on social investment including program related investment |
Para 1.38 | |
| 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. Autumn Term 2023 Fundraising in the Autumn Term commenced with a Costume Party/Disco. This raised £403.84. We saw some amazing costumes! There was dancing, refreshments, accessories. The sale of Christmas gifts, Christmas Jumper Day, a staff raflle and the Christmas Fayre raised a combined total of £1,272.93. PTA volunteers stood out on the playground in all |
weathers during lunch breaks and before and after school selling the novelty gifts to our parent community and pupils. The Fayre was very well attended and the school hall was packed to capacity and was a great success. Spring Term 2024 The Spring Term saw the return of the Valentine’s disco. Continuing on with our ethos not to sell single use plastics the children enjoyed face painting and temporary tattoos instead. They could also purchase disco accessories (that are not single use). The disco raised £435.28 We also held an ‘adopt a teddy’ event which took place every day after school for a week. The teddies managed to raise £268.50 for PTA funds and all managed to be rehomed to a new family. Summer Term 2024 Back by popular demand was the Easter Raffle. This event is always a favourite amongst the children and the draw created a lot of excitement as it took place. It raised £271.51. The Easter Raffle was accompanied by a colouring competition. This raised £43. The term ended with the Summer Fayre. This was a great success thanks to all the effort of the PTA’s volunteers and was enjoyed by all who attended. The total raised from this event was £1667.10. A Becket record! The primary objective was to support enriching activities and provide necessary resources for teaching and learning. The intervention was crucial in ensuring a wellrounded educational experience for the students and fostering a sense of community involvement within the school. Money raised supported school trips, in school events, resources and more.
Additional information (optional)
| You may choose to include further statements | 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 | These events involved active participation from parents, teachers, and students, creating a collaborative environment to generate funds. Innovative approaches such as themed events and interactive fundraising activities were employed to engage the school community and maximise participation. Significant milestones included surpassing fundraising targets and increasing community engagement. |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| 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 | We may keep a balance in the account as the school is due to be rebuilt and we would like to be able to purchase more outdoor equipment when the existing building is demolished in 2026. |
| Amount of reserves held | Para 1.22 | Currently £7.5K |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | |
| 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 | Enhancing membership engagement and reaching out to a broader audience will be crucial in sustaining the project's success. Additionally, identifying new fundraising opportunities and diversifying the approaches to involve more stakeholders can further boost the impact of the PTA projects. |
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 19TH OCTOBER 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 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(if any) |
|---|---|---|---|---|
| Jo Burley | Treasurer | Whole Year | Appointed byvote at AGM | |
| Louise Swaby | Secretary | Whole Year | Appointed byvote at AGM | |
| Bernie Walton | Member | Whole Year | Appointed byvote at AGM | |
| Laura Rudak | Member | Whole Year | Appointed byvote 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
| BECKET PRIMARY PTA | BECKET PRIMARY PTA | BECKET PRIMARY PTA | BECKET PRIMARY PTA | BECKET PRIMARY PTA | 1185918 | 1185918 | 1185918 | CC16a | |
|---|---|---|---|---|---|---|---|---|---|
| For the period from |
Period start date 01/09/2023 |
To | Period end date 31/08/2024 |
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| Section A Receipts and payments | |||||||||
| A1 Receipts | Unrestricted funds to the nearest £ 4,674 1,200 157 243 |
Restricted funds to the nearest £ - |
Endowment funds to the nearest £ - |
Total funds to the nearest £ 4,674 1,200 - 157 243 - - - |
Last year to the nearest £ |
||||
| Fundraising | 4,674 | 4,674 | 4,536 | ||||||
| Grants | 1,200 | 1,200 | 5,000 | ||||||
| - | - | ||||||||
| Sumup | 157 | 157 | 10 | ||||||
| School lottery | 243 | 243 | 285 | ||||||
| Amazon | - | 136 | |||||||
| - | - | ||||||||
| - | - | - | - | ||||||
| Sub total(Gross income for AR) | 6,274 | - | - | 9,967 | 9,967 | ||||
| - - |
- - |
- - |
- - |
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| A2 Asset and investment sales, (see table). |
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| - | - | - | - | ||||||
| - | - | - | - | - | |||||
| Sub total | - | - | - | - | - | ||||
| Total receipts A3 Payments |
6,274 644 10,950 3,446 152 - |
- - - - - - |
- - - - - - |
9,967 644 10,950 3,446 152 - |
|||||
| 9,967 | |||||||||
| Costs of Fundraising | 644 | - | - | 644 | 47 | ||||
| Transfer to School | 10,950 | - | - | 10,950 | - | ||||
| Events Trips | 3,446 | - | - | 3,446 | 1,884 | ||||
| Donation re Independent examiners fee |
152 | - | - | 152 | 150 | ||||
| - | - | - | - | - | |||||
| **Sub total ** | 15,191 | - | - | 15,191 | 2,081 | ||||
| - - - 15,191 - 8,917 - 17,654 8,737 |
- - - - - - - - |
- - - - - - - - |
- - - 15,191 - 8,917 |
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| A4 Asset and investment purchases, (see table) |
|||||||||
| - | |||||||||
| - | |||||||||
| **Sub total ** | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 2,081 | |||||||||
| - 8,917 | - | - | - 8,917 | 7,886 | |||||
| - | - | - | - | - | |||||
| 17,654 | - | - | 17,654 | 9,768 | |||||
| 8,737 | - | - | 8,737 | 17,654 |
CCXX R1 accounts (SS)
27/06/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B5 Liabilities B3 Investment assets B2 Other monetary assets B4 Assets retained for the charity’s own use B1 Cash funds |
Details Details Total cash funds (agree balances with receipts and payments account(s)) Barclays Bank Account Cash Details Details Details Signature |
Unrestricted funds Restricted funds to nearest £ to nearest £ 8,423 - 314 - - - 8,737 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) - - - - - Fund to which asset belongs Cost (optional) - - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name |
Endowment funds to nearest £ |
|---|---|---|---|
| - | |||
| - | |||
| - | |||
| - | |||
| OK | |||
| Endowment funds to nearest £ |
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| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Current value (optional) |
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| - | |||
| Current value (optional) |
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| - | |||
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| - | |||
| - | |||
| - | |||
| When due (optional) |
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| Date of approval |
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CCXX R2 accounts (SS)
27/06/2025
2