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2022-07-31-accounts

CLAYGATE PRIMARY SCHOOL PARENTS’ ASSOCIATION

ANNUAL REPORT 1st August 2021 – 31st July 2022

www.charitycommission.gov.uk (Charity number 268885) Claygate Primary School, Foley Road, Claygate, Esher, KT10 0NB

CLAYGATE PRIMARY SCHOOL PARENTS’ ASSOCIATION

ANNUAL REPORT 1st August 2021 – 31st July 2022

Report of the trustees for the year ended 31st July 2022

The trustees of Claygate Primary School Parents’ Association present their annual report and financial statements of the charity for the year ended 31st July 2022.

Trustees

The PA governing document requires four trustees of the charity however one of these positions remained vacant throughout the year.

Co-Chair: Emma Miles (reappointed 8 November 2021) Co-Chair: Vacant Treasurer: Ruth Box (reappointed 8 November 2021) Secretary: Jen Cottingham (reappointed 8 November 2021)

All three trustees announced their intention to step down at the end of the year and a new Chair was co-opted on 1 July 2022, in line with the requirements of the governing document, to oversee the transition and recruit a new board of trustees for the 22/23 year.

New Trustee appointment

Co-Chair: Emily Tye (appointed 1 July 2022)

Bank

The charity holds two bank accounts with Barclays Bank UK PLC. The governing document requires two of the four trustees to authorise all bank payments.

Structure, Governance, & Management

Overview

The Claygate Primary School Parents’ Association (PA) was originally set up in the 1970’s to fund and manage the running of the original swimming pool. Since then, the role of the PA and scope of its fundraising has broadened significantly, making a valuable contribution to the school, both financially and through the support it provides to the school community as a whole.

During the year ending 31st July 2022 the PA managed to raise a brilliant £29,424! This really is a huge achievement and we would like to thank everyone involved for their support, help and contributions, including our local business partners who continue to donate so generously.

This report sets out the details of our fundraising activities and events, and also provides details on how the money has been spent.

Event Fundraising

After a difficult period due to the pandemic we were delighted to be able to reinstate many of our fundraising activities including the Ball (£3,219), the Community Golf Day (£2,019), and the Summer Festival (£4,675).

In addition to these flagship activities, the PA team has managed many other activities including the Jammie Dodger Fundraiser (£532), Halloween activities (£881), and several Christmas activities (£5,472).

Ongoing Regular Income

As well as profits raised from these focused activities, the PA has regular income from the sale of both new and used school uniforms, mufti days and weekly cake stalls.

In addition to this, the PA receives donations through fundraising partners including The Giving Machine, PayPal, Elmbridge Lottery and Amazon Smile. Thanks to the dedication of those involved in publicising each of these partners, these activities continue to provide significant contributions to PA funds and this year we generated £8,278 in donations.

The weekly cake sales, led by the class reps and parents, continue to be a popular activity with £2,239 raised. Half of this goes directly to the class involved leading to some great conversations in the classroom about how they should spend this. Thanks to everyone who baked, bought, wrapped and served.

Conversely, after accounting for stock sold or written off the uniform shop recorded a book loss of £1,793. This due to items being sold off at a loss and excess stock written off following the decision to transition future uniform sales to a third party provider, Price & Buckland. Long term, this decision is expected to provide significantly improved stock availability and efficiency of service for parents, while reducing the administrative burden from both the PA and school staff.

A uniform stocktake was undertaken at year end and the PA still holds £3,669 of stock which will be sold off throughout the next year before Price & Buckland prepare their stocks for the 23/24 academic year. While every effort will be made to recover as much of the original investment as possible a further loss is expected.

Donations given

In the main, the PA funds are for the ‘extras’ that are not funded by the school budget and regular discussions take place with the Head Teacher, Sandra Cunningham, to ensure the PA funding is spent in ways that will benefit all children across all areas of the school and curriculum.

It is very rewarding for all involved to see the children enjoying the new resources and equipment that the PA funding has supported and these have included:

As in the previous year, a primary focus for the PA has been in support of the new Community Pool which is due for completion early in 2023. This has been a significant project for the school to undertake and the PA are delighted to have been able to provide further donations of £27,757 this year.

Links with Local Business

The school and PA has always been very well supported by both residents and businesses and this year has been no exception. Many of the local shops are very generous with their donations of raffle prizes and auction items, and many lined up to support our flagship events.

The Future

The PA benefits from excellent relations with the school, including staff and governors. This, and the tremendous support from parents and friends, contributes to a very positive and happy learning environment for the children.

Our aim is to continue to organise successful events for the enjoyment of both children and adults, and to explore new ways of fundraising. We seek to also ensure regular and effective communication and provide information to new parents on the activities and involvement of the Parents’ Association.

Emily Tye

Claygate Primary School Parents’ Association, Co-Chair

Claygate Primary School Parents' Association

Receipts & Expenses Summary

1st August 2021 to 31st July 2022

Receipts
Fun Runs
Christmas cards
Christmas Bazaar
Christmas Raffle
Christmas Hamper Auction
Jammie Dodger Fundraiser
Donations to the PA
Mufti days
Easter crafts
Cake stalls
Sale of school uniform
Second hand uniform
Spooky night
Quiz night 2021
Plant sales
Ball
Summer festival
Golf Day
Bank interset
Total Funds raised
Expenditure
Donations to school
Donations to the pool
Funded activities - Jubilee celebrations
Funded activities - Year 6 leavers party
Other incidental expenditure
Total expenditure and donations to school
Net receipts/payments
£
Notes
13
402
2,011
1,470
1,589
532
8,278
302
63
635
1,928
Note 1
829
881
446
130
3,219
4,675
2,019
1
29,424
10,520
27,757
284
351
480
39,392
9,968
-

Notes

1 - £3,721 of uniform stock sold / written off during year

Claygate Primary School Parents' Association

Donations and funded activities

1st August 2021 to 31st July 2022

Donations and funded activities
1st August 2021 to 31st July 2022
Donations to school
Gazebo & graphics
Staff appreciation meals
Footballs
Total donations to school
Donations for pool
Donation - Feb 2022
Donation - July 2022
Total donations to pool
Funded activities
Jubilee celebrations
Yr 6 leavers
Total donations to pool
£
10,000
282
238
10,520
18,599
9,158
27,757
284
351
635

Claygate Primary School Parents' Association

Summary Fund Account

1st August 2021 to 31st July 2022

PA cash fund balance at 1 August 2021
Savings
Current
Floats
Funds raised during the year
PA donations and expenses
PA cash fund balance at 31 July 2022
Savings
Current
Floats
7,648
18,052
110
25,810
29,424
39,392
-
4,786
10,946
110
15,842

Claygate Primary School Parents' Association

Balance Sheet

As at 31st July 2022

Assets

Stock
School Uniform Stock
Total Stock
Cash at bank and in hand
Savings account
Current account
Cash at bank
Floats
2nd hand uniform float
Cake stall float
Pool float
Floats
Total cash at hand and in bank
Total Assets
3,669
3,669
4,786
10,946
15,732
30
10
70
110
15,842
19,511

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Claygate Primary School Parents Association members of

On accounts for the year 31 July 2022 Charity no 268885 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/7/2022

I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 29/5/2023 Name: Janet Millerd Relevant professional South African Institute of Chartered Accountants qualification(s) or body (if any):

Address: 7 Woodlands Close Claygate KT10 0JF

Section B Disclosure

Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

1

October 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

2

October 2018

IER