## **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**||| ||||||||||| |**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**| ||**-**
**-**||**-**
**-**||**-**
**-**||**-**
**-**||| |**A2 Asset and investment sales,**
**(see table).**|||||||||| ||**-**||**-**||**-**||**-**||| ||**-**||**-**||**-**||**-**||**-**| |**_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**||| |**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 £**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**Current value**
**(optional)**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**-**| ||||**When due**
**(optional)**| ||||| ||||| ||||| ||||| ||||| ||||| ||||Date of
approval| ||||| ||||| CCXX R2 accounts (SS) 27/06/2025 2