CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period From 01109124 Period start date To 31108125 Period end date Charity name: Becket Primary School Charity registration number: 1185918 Objectives and Activities SORP reference Para 1.17 Summary of the purposes of the chanty as set out in its goveming 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 activites or providing facilities or equipment which support the school and advance the education of Dunng the year, the PTA organised and delivered a wide range of fundraising and community engagement events to support the school and enhance pupil experience. These included regular fundraising initiatives such as the Lottery, Bingo, and Asda Cashpot, alongside larger ev8nts such as the Summer Fayre and Christmas Fayrn. Summary of the main adivities in relation to those purposes for the public benefit, in particular, the activities. projecls or services identified in the accounts. Para 1.17 and 1.19 Seasonal and themed events vRre a150 held, including the Easter Dlsco, Halloween Disco, and Easter Raffle, which provid8d enjoyable social opportunities for pupils and families. Additional fundraising activities included Wear Anything Days. Sponsored Read, Britain's Got Talent (BGT) style event, and external fundraislng initialives and grant appllcations. All activities were aimed at raising funds to benefit pupils while fostering a strong sense of communrty and engagement amon arents, carers and staff. The Trustees confirm that they have ferred to the uidance contained in the statement confirming whether the trustees have Para 1.18
had regard to the guidance issued by Ihe Charity Commission on public benefit Charity Commission's general guidance on public benefft when reviewing the Association's aims and objectives and in lannin future adivities. Addltlonal inforniation (optionall You ma Ghoose to indude further statements where relevant about.. SORP rthttn The PTA wrrites and submits funding bids with a specrfic 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. Parn 1.38 Policy on grant making Policy on social investment including program related investment Para 1.38 Contnbution made by volunteers Par8 1.38 other Achievements and Performance SORP reference The PTA SUC$sfUllY delivered a varied programme of fundraising events throughout the year, generating valuable funds to support the school and ennch the experience of pupils. Events 5uth as the Summer Fayre, Chrlstrnas Fayre. dlsco3, and raffies were well attended and contributed signifi&2ntly to fundraising totals. 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 bmder benefits to Soclgty as a whole. Para 1.20 Regular initiatives, including the Lottèry, Blngo, Asda Cashpol and Wear Anything Days, provided consistent income streams, while activities such as the Sponsored Read and BGT event encouraged pupil participation and engagement. In addition to fvndraising, these events hel ed stren then the school Gommuni
by btFnging together families, staff, and local supporters. Grant applications and extemal fundraising efforts also contributed additional financial support. Overall, the PTA'S activities have made positive difference by enabling the purchase of resources, supporting school projects, and enhancing opportunities for pupils beyond core curriculum provision. Additional infomiation (optional) You rna choose to include further statements where relevant about.. The PTA'S objectives have always been to enhance the experiences of the children at Becket. This has been aGhieved by providing experiences and gifts that a lot of the children would not otherwise get. Achievements against objectives set Para 1.41 The PTA mel its pbjediy8s nf delivp.ring diverse range of fundraising activities and maintaining strong community engagement. A balance was achieved between large-scale events and smaller, regular initiatives to ensure steady income throughout the year. Perfomiance of fundraising activities against objedives set Para 1.41 Successful events such as the Summer and Christmas Fayres and school discos demonstrated strong participation, vthile ongoing schemes like the Lottery and Asda Cashpot provided reliable contributions. Grant funding and external fundraising further supported financial goals. The PTA will continue to build on these successes by exploring new fundraising opportunities and maintaining a varied ro ramme of events. Investment performance against objectives Para 1.41 other
Financial Review Review of the Gharity'S financial position at the end of the riod statement explaining the policy for holding reserves stating why they are held Parn 1.21 P8r8 1.22 We may keep a balance in the account as the school is due to be rebuilt and we would like lo be able to purchase more outdoor equipment vthen the existing buildin is demolished in 2026. £6,500 Amount of reserves held Reasons for holding zero reserves Details cf fund materially in deficit Explanation of any UnrtaIntieS about the charity continuing a6 a going concem Par¥ 1.22 Para 1.22 Par8 1.24 Para 1.23 Addltional Inforniation (optlonal) You ma choose to include further statements where relevant about.. The charily's principal sources of funds (including any fundraising) Parn147 Investment policy and objectives including any social investment policy adopted Para 1.46 A description of the prin¢ipal risks facing the charity Para 1.40 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 ects. 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 19- OCTOBER 29 Association How is the charity constituted? (e g unincorporated association, CIO 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 Psra 1.25 Para 1.25 Under the Constitution the Committee shall omprise 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 inforniatlon loptlonal) You ma choose to includ8 further statements where relevant about.. Policies and proc8dur8S adopted for the indudion and trainin of trust8es Para 1.51 The charity's organisational structure and any wider network with which the charity works Para 1.51 Relationship bvith any related parties Pars 1.51 Other Reference and Administrative details Cha name Other name the chari uses Re istered charit number Charty's principal address Becket Prima PTA 1185918 clo Becket Primary School Monk Street Derby DE22 3QB
Names of the charity trustses who manage the charity Oat0$ acted If not for wholg Trustee name Olfice lif •nyl Namè of per3¢)n lor body) entitled int truste8 ifan Appointed by vote at AGM Appointed by vote at AGM Appointed by vote at AGM Appointed by vole at AGM Appointed by vote at AGM Jo Burley Louise Swaby Bemie Walton Laura Rudak Aimee Roberts- Nichols Treasurer Whole Year Whole Year Secrelary Member Whole Year Member Member Whole Year Whole Year 10 12 13 14 15 16 17 18 19 20 Cor orate trustees - names of the directors at the date the re Dlrn¢tor name ortwasa roved Name of trustees holding title to property belonging to the charity Date8 aCted11 notforT•thole ear
Funds held as custodian trustees on behalf of others Description of the assets NIA held in this capacity Name and objects ofthe charity on whose behalf the assets are held and how this falls within the custodian charity's objeds NIA Details of arrangements for safe custody and segregation of such assets from the charity's own assets NIA Additional infomiation (optional) Names and addrn8ses of advlsers (Optlonal Infomiatlon) e of adviser Name Address Name of chlef ox8CUtive or names of senlor staff members (Optional Infomiatlon Exemptions from dlsclosure Reason for non-disclosure of ke rsonnel details Other o tional information Declarations The trustees declare that they have approved the trustees, report above. Slgnad on behalf of the charlty's trustees Signatura(s) Full name(s) Position (eg Secr8tary. Chair, etc) Dats
CHARITY COMMISSION FOR ENGLAND ANO WALES BECKEf PRIMARY PTA 1185918 Receipts and payments accounts CC16a For the period from To 0110912024 3110812025 Section A Receipts and payments Unrgstd¢t•d funds R•striet•d funds Endowm•nt fund$ Total fund Last year toth• to th• n8•r•6t£ tolhe nearn8t£ to IhA n•arq•t£ to th• no*Mt£ A1 Rece Fundraisin Grants S.812 250 8.812 250 4,674 1,200 Sumu School lotte 157 243 167 167 Sub total(Gross income forARJ 6.029 6,029 6,276 A2 Asset and investment sales, (see table). Sub total 6.029 6.029 6.2715 A3 Payments Costs of Fundraising Transfer to School Events Trips Donaion re Independent examinefs fee 644 10,950 2,466 3,610 2,466 3,610 102 103 152 Sub totsl 77 M A¥8?t and Inve8tsnent pu080¥. Is•• table) Sub total 177 6.177 15,1 N•t of r•c•ipW{payments) A5 TransfeTr betThn funds A6 Cash funds last year end Cash funds this y•ar end 148 8.91 8.737 8,737 17,654 CCXX R1 afxoufits ISSI 01107r2026
Section B Statement of assets and liabilities at the end of the period Unrestricted funda RestrTrcted fund¥ to nearest £ Endowment fvnd• to n•4r••t£ Categories Detsil$ B1 C•sh funds Balay$ Banlr k¢ount Cash Total cash funds bthmswthroGe1Féa¥ poymema aCcnli) Unrestricted lunda to near•8t £ Restrlcted fund¥ Endowment funds Deta115 to to near•st É Fubd to whkh awet ¢wrvntv•lue on•1 Oetslls Cast lopuonall Fund towhlch a6681 t•lon Details 0stlotth•ll Current value oTral B4 Assots rgtalned for the ch*rity'8 own u$9 F¥nd totwhlch v•l•te& Amountdue When du8 Dètslls BS Ll•bllltle8 Slgned by on• trustees on behaff of al the trustees SkJn8turg PnI Namè Date of ap roval LIéLL 516lz CCXX R2 gccounts ISSI 01107r2028