| Object | iv | es and | Activ | iti | es | |
|---|---|---|---|---|---|---|
| SORP reference | ||||||
| Summary | ofthe purposes | of | The activities ofour association are to | |||
| the charity as set out in its | advance the education ofpupils in the |
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| governing | document | school in particular by developing |
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| effective relationships between staff, |
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| parents other others associated with the |
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| school. We engage in activities and/or |
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| purchase equipment which will support |
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| the school and enhance the education | ||||||
| ofthe children | ||||||
| Summary activities |
of the main in relation to those |
Para 1.17and 1.19 |
This year fundraising and donations have enabled us to purchase minibus |
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| purposes | for the public | giving children the opportunity to |
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| benefit | in | particular, | the | experience local educational visits, to |
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| activities, | projects | or | enhance the currilculum that otherwise |
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| services | identified | in the | would have been unavailable due to |
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| accounts. | cost. We have supported our gymnasts |
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| with accommodation costs at the |
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| County Competitions and purchased |
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| souvenirs for Platinum Jubilee |
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| Celebrations. We have continued our |
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| membership with Parentkind. |
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| Being part ofthe Orcina Funding Project |
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| delivered as part ofthe Furness | ||||||
| Collaborative Partnership has enabled |
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| us to support school in improving the |
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| children's reading and phonics. Their |
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| funding has helped the school develop |
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| and furnish reading areas; purchase a |
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| new reading scheme and library books | ||||||
| and provided those children who require | ||||||
| it with intervention. It has supported and |
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| contributed to outdoor learning and |
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| educational visits; supported the school |
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| staff in their professional development. |
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| Ithas given time for staff to be release | ||||||
| to focus and improve on subject | ||||||
| planning and leadership. |
| Regular reports | are submitted | to both | ||||
|---|---|---|---|---|---|---|
| the School Governors and Orcina as a | ||||||
| condition ofthe | roectfundin | . | ||||
| Statement | confirming | Para 1.18 | The committee | confirm that they have | ||
| whether the trustees | have | regard to guidance issued by | the | |||
| had regard | to the guidance | Charity Commission. | ||||
| issued by the Charity | ||||||
| Commission | on public | |||||
| benefit |
| Para 1.38 | ||||
|---|---|---|---|---|
| Policy on | grant making | |||
| Para 1.38 | ||||
| Policy on | social investment | |||
| including | program | related | ||
| investment | ||||
| Para 1.38 | ||||
| Contribution | made | by | ||
| volunteers | ||||
| Other |
| chieve | men | ts and Per |
formance | ||
|---|---|---|---|---|---|
| SORP reference | |||||
| We have purchased a school minibus |
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| for use by | the children for both which | ||||
| has enabled children to experience both |
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| Summary of the main achievements ofthe charity, |
Para 1.20 | curricular | and extra-curricular visits. |
||
| identifying | the | difference the | Supported | residentials and outdoor |
|
| charity's | work | has made to | visits | ||
| the circumstances of its |
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| beneficiaries and any wider |
Supported | the school gymnastics team |
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| benefits to society as a whole. |
in attending national/county events achieving 1~2""and 3~ place |
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| Increased | attainment and progress of |
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| phonics and reading across the school. | |||||
| Increased | attainment and improved |
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| organisation ofsubject leadership and |
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| planning. |
| Achievements against |
Para 1.41 |
|---|---|
| objectives set | |
| Performance offundraising |
|
| activities against objectives | Para 1.41 |
| set | |
| Investment performance |
Para 1.41 |
| against objectives | |
| Other |
| Description ofcharity's |
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|---|---|---|---|
| trusts: | |||
| Type ofgoverning document |
Para 1.25 | Trust | |
| trust deed, ro al charter | |||
| How is the charity | Para 1.25 | Elected Trustees | |
| constituted' | |||
| (e.g unincorporated | |||
| association, CIO |
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| Trustee selection methods | Para 1.25 | Election at Annual | General Meeting |
| including details ofany |
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| constitutional provisions e.g. |
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| election to post or name of | |||
| any person or body entitled | |||
| to appoint one or more | |||
| trustees |
| Additional | information | information | information | (optional) | (optional) | |
|---|---|---|---|---|---|---|
| You ma | choose to include further statements | where relevant about: | ||||
| Policies adopted |
and for |
procedures the induction |
Para 1.51 | |||
| and training | oftrustees | |||||
| The charity's | organisational | |||||
| structure | and | any wider | Para 1.51 | |||
| network | with | which the | ||||
| charity works | ||||||
| RelatiOnShip | With any related | Para1.51 | ||||
| parties | ||||||
| Other |
| Charit | name | NEWTON COUNTY SCHOOL PTA | NEWTON COUNTY SCHOOL PTA | ||
|---|---|---|---|---|---|
| Other name the chari | uses | ||||
| R istered chari |
number | 1197423 | |||
| Charity's | principal | address | Newton | Village Academy | |
| Newton | Road | ||||
| Newton | in Fumess | ||||
| Cumbria |
| inancial Review |
inancial Review |
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|---|---|---|---|---|---|---|---|---|---|
| Review ofthe charity's | Para 1.21 | The Charity is | carrying | funding | over to | ||||
| financial position at |
the end | the next financial | year | ||||||
| ofthe eriod |
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| Statement explaining |
the | Para 1.22 | These reserves | will be | transferred | into | |||
| policy for holding reserves | the next financial | period. | |||||||
| statin wh the are |
held | ||||||||
| Amount ofreserves | held | Para 1.22 | 831833.83 | ||||||
| Reasons for holding | zero | Para 1.22 | n/a | ||||||
| reserves | |||||||||
| Details offund materially | in | Para 1.24 | |||||||
| deficit | |||||||||
| Explanation ofany |
Para 1.23 | n/a | |||||||
| uncertainties about |
the | ||||||||
| charity continuing as a going |
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| concern |
| Additional information |
(optional) | ||||
|---|---|---|---|---|---|
| You ma choose to include further statements |
where relevant about | ||||
| The charity's principal |
In addition to the fundraising | by the PTA | |||
| sources offunds (including | we are supported | by the Orcina FPC | |||
| any fundraising) | Para 1.47 | Project as part ofour collaborative with small schools within the area. |
work | ||
| Investment policy and |
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| objectives including any |
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| social investment policy ado ted |
Para 1.46 | ||||
| A description ofthe principal |
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| risks facing the charity | |||||
| Para 1.46 | |||||
| Other |
| unds held as cust | odia | n |
|---|---|---|
| Description of the assets |
n/a | |
| held in this capacity |
||
| Name and objects ofthe | n/a | |
| charity on whose behalf | the | |
| assets are held and how | this | |
| falls within the custodian | ||
| charity's objects | ||
| Details ofarrangements | for | n/a |
| safe custody and | ||
| segregation ofsuch assets |
||
| from the charity's own |
||
| assets |
| Names an | d addresses ofadv | isers (Optionai information) |
||
|---|---|---|---|---|
| Type of | Name | Address | ||
| adviser | ||||
| Name of | chief executive or names ofsenior staff members | (Optional | information) |
| mes | ofthe charity tru | stees who manage | the charity | |||
|---|---|---|---|---|---|---|
| Trustee name | ONce (ifany) | Dates acted ifnot forwhole ear |
Name toa |
ofperson (or body) entitled oint trustee ifan |
||
| Laura Davidson | Chair | |||||
| Debra Dixon | Secretary | |||||
| Emma Baldwin | Trustee | |||||
| Jessica Hamill | Trustee | |||||
| 5 | ||||||
| 6 | ||||||
| 7 | ||||||
| 8 | ||||||
| 9 | ||||||
| 10 | ||||||
| 11 | ||||||
| 12 | ||||||
| 13 | ||||||
| 14 | ||||||
| 15 | ||||||
| 16 | ||||||
| 17 | ||||||
| 18 | ||||||
| 19 | ||||||
| 20 |
| Cor orate trustees —names of the directors at the date the re ort was a | roved |
|---|---|
| Director name | |
| N/a |
| Trustee | name | Dates | acted | ifnot | forwhole | ear |
|---|---|---|---|---|---|---|
| N/a |
| iNCOME | EXPENDITURE | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Fund Raising | -School, Lottery -Easter, ,Egg.Competition/Raffle |
' . | 1,660,60 358.59 |
G'enerai Resources Expenses- for, :.f'und |
-.Class supplies raisin'g activities: |
. | 108.11 110.00 |
||
| -Camp Night | 321.03 | Support for.Trips | 367.50 | ||||||
| After School Activities | 770.04 | Expenses for Gymnastics training |
268.00 | ||||||
| Donation - Rhodes, K2B | 8,079.00 | T/F Budget - Minibus | 9,000.00 | ||||||
| Orcina Grant | 58,275.00 | Orcina Grant TIFto Budget | 30,000.00 | ||||||
| Miscellaneous | 129.54 | Miscellaneous -Subscription, Petty |
Cash | 17200 | |||||
| f40,025.61 | |||||||||
| Excess Income over Ex enditure 2021-22 | 229,568.19 | ||||||||
| 269,593.80 | 869,593.80 | ||||||||
| BALANCE BIFFROM 2020-21 | |||||||||
| Bank | f'2,265.64 | ||||||||
| Excess Income | over Expenditure | 2021-22 | f29,568".19 | ||||||
| Audited and found to be a true record ofthe books ofthe |
|||||||||
| BALANCE CIFTO 2022-23 | Bank | K31,833,83 631,833.83 |
Newton County B.W.Mitchell |
School PTA for the year to 31st ™W |
August 2022 | ||||
| Schools Financi | I Servi | ||||||||
| less unpresented | cheques | f0;00 | June 2023 | ||||||
| BALANCE CARRIED FORWARD | K31,833.83 |
| INCOME | EXPEND ITURE | E | ||||
|---|---|---|---|---|---|---|
| 'Fund Raisihg | ,!Ijj"!!. p! I I, '-',;:,.,School'; Lott'eiy |
1,660.60 | G'enerat" Resources!- Class s!IipPlies | ',. | 108.11 | |
| '„'-'„'IEaster'.Egg.,C'am petition'/Raffle'::Ill' | 358.59 | ExP'enses for.'.fun'd ralsmiig, actIyities, |
,'„"jlj,,jj, | 110.00 | ||
| After School | Camp, .fight, Activtties", ,':"' ' |
,l, :! | 321,03 770,04 |
EXpenSes for,Gymnasttcs training |
367.50 268.00 |
|
| ,Donation;. -:,Rh!ode's, K2B 0'rc!Ina Grant MisCetla'neouS''::. " ,.;J, '", Vl |
8,079.00 58,275.00 129.54 |
T/F Budget - Minibu'e, ' ", , OrcIna Grant T/F to Budget ' Imiscellaneous'- Subscription; Petty, |
,'Cash, | 9,000.00 30,000.00 172.00 |
||
| I | 840,025.61 | |||||
| Excess Income over. Ex enditure, 2021-22 | f29,568.19 | |||||
| K69,593,80 | E69,593.80 |
| ~ | ' | it | |||
|---|---|---|---|---|---|
| BALANCE' B/F',F!R'OM 2020-21 | |||||
| "R2,265,64 | |||||
| Excess Income over Expenditure | 2021-22 | 829,668".19 | |||
| '831,833.83 | |||||
| BALANCE C/F TO 2022-23 | Bank | "K31i833;-83 | |||
| leSS urip'reSented ChequeS |
80 00 | ||||
| BALANCE CARRIED FORWARD | f31,833.83 |
| Audited and found to be a true record ofthe books ofthe |
Audited and found to be a true record ofthe books ofthe |
|---|---|
| Newton County |
School PTA for the year to 31stAugust 2022 |
| B.W.Mitchell | ™ )~ |
| Schools Financi | I Servi |
| June 2023 |