Trustees annual report for the period 0110912024- 3110812024 Charity name- Askam Village School PTA Registered charity number- 1197919 Charitvs principle address - Askam Village School, Lots Rd. Askam-in-Furnes5, Cumbria. LA16 7HS Names of charity trustees Trustee name Jill Coates Emma Logan Emma Robinson Rub Minnican Heather Teeley Office lif any) Treasurer Secreta Trustee Trustee Trustee Strucrure overnence an mana ement. Descrl tion of the Chari s tntsts Type of governin8 document Parentkind constitution How is the charity constituedP Unincorporated association Trustee selection methods Trustees are reappointment at the AGM in November. New trustees are nominated and then elected by a vote of committee members. Ob'ectives The objectives of the organisation are to advance the education of pupils in the school in particular by: DevelopinE effective relationship5 between staffi parents and others associated with the school Engaging in activrties Of providing facilities or equipment which support the school and advance the education of the pupils. Additional Infomiation All trustees gNe their time voluntarity and receive no financial benefits. It has not been possible to find a chair for the PTA this year. We work c105ely with the teaching staff of Askam Village school as our charity is designed to benefits pupils of this school. We became a registered charity specifically because the headteacher of the school. Fiona Newton. worked with Orcina who were providing funding for local schools. This money could only be donated to a registered charity. Summa f the main activities undertaken= We had a few activities in the Autum terni. For the benefit of the pupils, we held a school disco. After expenses, we did make a small profit. We a150 made small amounts from Halloween colouring competition and Se￿ing teas and coffees at the harvest performance. The Christmas activities did raise more money, with the main fundraising from the Christmas hamper5, raising £652. The Christmas card sale5 did make a profit of £iThJ as well. We held our annual welly walk, which the pupils really enjoy. This was a bi8 fund raiser for u5, Wlth over E800 bein8 raised. Our flrst ladies, night was also organised and was very successful. We had good feedback from ladies that attended. The ticket sales, olong with the raffle, raised a fantastic £1210. Our summer raffle was a150 a good fundralser, but unfortunately we were lacklng volunteers to run a summer tair this year. The money raised from these activitie5 has been used to help stock up cla55room readin8 corners, provide prizes for activities going on in school. help fund the school play and provide green jumper5 for pupils of the week. The main chunk of funding has paid for two interactlve whiteboards and funded a brilliant experience for pupils when Zoo lab came to school. Fut re fundr isin oal In every meeting we hold the head teacher. Fiona Newton, attends. We atways ask if there is anything that the school request from us. Currently the school is looking to update ICT facilitie5 and we aim to help with these costs. More ORCINA funding is expected this year which the school applies for and uses to fund trips and other opportunities for the pupils. Finan lal review: The school was very lucky to be given £91,477.81 this year from ORCINA. A local business working with schools to help fund various activities in schools. This money is donated through the PTA as we are a registered charity- This money is then transferred to school to spend it on where they need, Without the ORCINA fundin8, £3861.47 was raised through fundraising. £5609.15 has been used to lund resources and activities for the pupils of the school. This included some of the money that was carried over from last year. £3211.46 was the closing balance to be carried over to the next school year. We keep money in the account to help us with funding for activities as well as have the money for any larger items the school might need us to help fund. Ste in down from the committee: The treasurer and secretary positlons need to be filled as Jill Coates is stepping down as treasurer and this role needs to be filled at the AGM. Signed: Position l [ (Lbw É. Name LI Cof> T Date.. aoL4 Signed.. Position Name: Date- ## **ASKAM VILLAGE SCHOOL PTA** Annual accounts – 1[st] September 23– 31[st] August 24 Income and Expenditure (summary). |**Income**
Harvest
Halloween colouring
Autumn disco
Christmas Raffles
Christmas cards
Christmas colouring
Make the rules day
Ladies night
Spring disco
Welly walk
Summer raffle
ORCINA funding
PTA income
**With ORCINA funding**|**£**
91.00
33.00
16.05
652.20
100.24
20.00
300.20
1210.50
37.28
834.50
566.50
91477.81|**Expenditure**
Small lotteries licence
Classroom reading corners
Parentkind
Easter eggs for competition
Performance licence
Food tech items
Green jumpers
Sports day ice lollies
Interactive whiteboards
zoolab
ORCINA funding to school
**PTA expenditure**
**With ORCINA funding**|**£**
20.00
800.00
153.00
64.00
100.00
65.00
465.75
42.40
3000.00
899.00
91477.81| |---|---|---|---| ||3861.47||| ||95339.28||5609.15| ||||**97,086.96**| |**Balance sheet for PTA**
Opening balance at 1stSeptember 2023
Total Income of PTA
Total Expenditure of PTA
Closing balance at 31stAugust|4959.14
3861.47
5609.15| |---|---| ||3211.46| Inmrne •nd Harvest Halloween Autumn Ols Chrfstmas Raffle Chrtstmas Card Sales Chrfstrna5 colourlnrf We51y Walk Make the Rules Day Ladies Ni¢ht 5prlng Dlsco 5urnmer Rafft• 91.¢J) Sm•ll Lottorl4s Ll¢¢fi¢e 20.oj Classroom Readln8 Corn•rs KK). Eorter Competltson prlzes Sports day ¢osts 42.40 Food Tech iterns 65. ool Play Ilcen 1cn.oj Greefi Jurnpe 465.75 Inter•rtive Whiteboard5 3(to. Zoolab Parent KlrKI 16.05 IOJ.24 1210.50 37.28 153. Total PTS actl￿t5•S 3861.47 Total PTS •ctlvEt6•s s￿9.15 OrclTha Donatlon 91477.81 0￿1￿4 Donallon to School 91477.81 Deftc5t from PTA actlvltle5 1747.68 Totsl Tol•l 9708&96 rand￿ Jtsl Balance 8rouiht Forward B•l•nc• C4rrf•d Fo￿ard 8•y¢l•￿ B•nk PLC 49S9.14 Barcl•ys 8*nk PLC C•5h In Hand 3211.46 Defictt from PTA Act[￿t￿•S 1747.68 4959. 4959.14 I certlfy that I have examined the books aDd T￿OrdS prO￿ded to me for knkam Vlllage School wfA and that th• Flnandal Statements above are torrect and In ￿OrdanCe with the Bonk Ststements •nd re¢ords provSded. ned.. Mrs J Forster Dated.. 4th Ixober. 2024