# ## ## ## ## ## ## |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| |governing||document||||school in particular
by developing| |||||||effective relationships
between staff,| |||||||parents other others associated
with the| |||||||school. We engage
in activities and/or| |||||||purchase
equipment
which will support| |||||||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| |purposes||for the public||||giving children the opportunity
to| |benefit|in|particular,|the|||experience local educational
visits, to| |activities,||projects|or|||enhance the currilculum
that otherwise| |services||identified|in the|||would have been unavailable
due to| |accounts.||||||cost. We have supported
our gymnasts| |||||||with accommodation
costs at the| |||||||County Competitions
and purchased| |||||||souvenirs
for Platinum
Jubilee| |||||||Celebrations.
We have continued
our| |||||||membership
with Parentkind.| |||||||Being part ofthe Orcina Funding
Project| |||||||delivered as part ofthe Furness| |||||||Collaborative
Partnership
has enabled| |||||||us to support school in improving
the| |||||||children's
reading and phonics. Their| |||||||funding
has helped the school develop| |||||||and furnish
reading areas; purchase a| |||||||new reading scheme and library books| |||||||and provided those children who require| |||||||it with intervention.
It has supported
and| |||||||contributed
to outdoor learning
and| |||||||educational
visits; supported
the school| |||||||staff in their professional
development.| |||||||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|| |||||for use by|the children for both which| |||||has enabled
children to experience both|| |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|||||| |beneficiaries
and any wider||||Supported|the school gymnastics
team| |benefits to society as a
whole.||||in attending
national/county
events
achieving 1~2""and 3~ place|| |||||Increased|attainment
and progress of| |||||phonics and reading across the school.|| |||||Increased|attainment
and improved| |||||organisation
ofsubject leadership
and|| |||||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|||| |---|---|---|---| |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|||| |Trustee selection methods|Para 1.25|Election at Annual|General Meeting| |including
details ofany|||| |constitutional
provisions e.g.|||| |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||||||||| |---|---|---|---|---|---|---|---|---|---| |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|||||||||| |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|||||||||| |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|||||| |objectives including
any|||||| |social investment
policy
ado ted|Para 1.46||||| |A description
ofthe principal|||||| |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||