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2023-08-31-accounts

BEECH HYDE ASSOCIATION

’ - Treasurer s Annual Report 2022 2023

The Beech Hyde Associa�on of Beech Hyde Primary and Nursery School, Nurseries Road, Wheathampstead, Herts, AL4 8TP is a charity registered with the Charity Commission, number 270383, and is administered by a management commi�ee. The charity’s governing instrument is its cons�tu�on adapted 2[nd] October 1975, as amended 25[th] May 2000 and 11[th] March 2008.

Members of the Commi�ee

The following have served on the commi�ee, but many others have provided invaluable support to the school, the Beech Hyde Associa�on and its ac�vi�es:

Commi�ee Name
Chairperson Vicky Toolan
Treasurer Lynsey Thakrar
Secretary Claire Penfold
Ordinary Members of Commi�ee Becky Farrell, Charlene Vallory
Head Teacher Karen Thomas

Review of the Year

This year reflected the first since 2019/2022 that wasn't affected directly by COVID. We can see that costs have risen in places however a very good year with a total profit of £16,530.08. This reflects a big increase against last year however, all the events were able to go ahead in full.

It was a successful night and we were able to bank a profit of £4,927.71.

The 2k/10k day went well with the inter school compe��on increasing in it's popularity. The event was well subscribed and it was the most profitable event again with a profit of £6,045.00. The increase from last year likely reflected the addi�onal people running.

Our Christmas Ac�vi�es included the Santa Dash, Christmas Cards and Trees. The Santa Dash was carried out again this year, with the addi�on of a hot chocolate stall for the parents to visit before looking at the decora�ons. The amount raised in profit for this was £773.47. Addi�onal monies donated for members of Y6 for this went towards their Kingswood fundraising which in total raised £3,079.00 towards this. Christmas cards (which include calendars/tea towels etc..) raised £165 and we raised £20.00 from the Christmas Tree campaign.

during this year however, this is likely to be at least par�ally due to dona�on of ice cream to the school for the pupils to celebrate the 'Good' Ofsted ra�ng and sports day as well as a treat for Y6 at the end of the SATS exams.

Our very popular Halloween Disco which raised £436.80 and our movie night which raised £244.81. Both have raised similar amounts previously.

Regular dona�ons are received from Easyfundraising and AmazonSmile, dona�ons this year have totalled £496.76. This is an increase on last year, as �me goes on more is done online and we have also been able to run incen�ves through the year. AmazonSmile has unfortunately now ended.

We have also now got an anonymous donor via JustGiving and have received £38.44 from them this year (this amount is a�er the JustGiving fees).

Take or donate con�nues to be our philosophy for the second hand uniform. We run sales periodically but people can also check the unit in school recep�on/enquire at the office if they are in need. We have raised £135.14 for this which is less than previous years but this may reflect the cost of living issues generally in society.

The Y5/Y6 play was able to raise £134.00 from their refreshments stall which is more than previously.

We maintained our presence at Village Day. Whilst it was mainly for school promo�on we made a profit of £120.92. There were no costs for this as the Sand Art supplies were purchased last year.

BHA dona�ons to the school this year totalled £19,879.85 – detailed as follows:

Funds available as at 31 August 2023: Available over both accounts £22,749.37

Totals and Summary

Beech Hyde Association

Note for treasure

Income and Expenditure for the academic year ended 31 August 2023

Fundraising Activities Income Expenses Profit
Village Day £120.92 £120.92
10k/2k Family Fun Run £17,626.04 -£11,581.04 £6,045.00
Santa Dash £893.03 -£119.56 £773.47
Xmas cards £165.00 none £165.00
Xmas trees £20.00 none £20.00
Movie Night £360.31 -£115.50 £244.81
Fireworks £9,063.00 -£4,135.29 £4,927.71
Halloween Disco £661.80 -£225.00 £436.80
Ice Cream £1,458.12 -£874.75 £583.37
Y5/Y6 Play £168.44 -£34.44 £134.00
y6 just giving campaign and santa dash monies £3,079.00 £3,079.00
total profit from events £16,530.08
Total event expenses -£17,085.58
Total event income £33,615.66
Other income
Easyfundraising £354.67 £354.67
Amazon Smile £142.09 £142.09
Second Hand Uniform £135.14 £135.14
Donation £38.44 £38.44
Total Other income £670.34 £670.34
Total profit (events/passive) £17,200.42

Page 1

Totals and Summary

Donations to the School
Year 6 Hoodies
Water subsidy
Father Christmas Gifts
Pantomime
Library books
Sports day ice-cream
Swimming
Bikeability
Easter Eggs
General resources (reception courtyard/author visit/pe top lettering)
y6 just giving campaign and santa dash monies
Total donated to school
PTA/non event Expenses
Parentkind membership
Bank charges
Total general expenses
Well being animals
10k 22 cost
Total non event expenses
Net movement in cash
£31,207.00
Opening Cash book at 1 September 2022
Add/(Less) cash movement
Closing Cash book as at 31 August 2023
-£547.95
-£1,614.50
-£232.00
-£1,274.95
-£252.01
£0.00
-£3,162.80
-£495.00
-£66.00
-£9,155.64
-£3,079.00
-£19,879.85
-£140.00
-£126.24
-£375.77
-£135.80
-£49.08
-£826.89
-£37,792.32
-£3,506.32
£24,839.80
-£3,506.32
£22,749.37
Opening Cash book at 1 September 2022
Add/(Less) cash movement
Closing Cash book as at 31 August 2023

Page 2

Totals and Summary

er – sum up takes 1.69% - always look at the taken amount and reduce by that %

NOTES

new gazebo in general expense

in bank 24/1

Includes £180 refund for ambulance (paid prev year.)

Until 25/3

Monthly donation via just giving (anonymous) – this amount is less their fee

Page 3

Totals and Summary

jumpers and lettering

this is included within the expenses for ice cream

This reflects monies raised in other years spent

This reflects monies raised in other years spent

Page 4

info on bank charges

Month General BHA AC 10k/2k Acc Comment
Sept £5.40 £5.00
Oct £5.00 £5.00
Nov £5.00 £5.00
Dec £5.00 £5.00
Jan £14.06 £5.00
Feb £5.00 £5.00
March £5.00 £5.00
April £5.00 £5.00
May £5.00 £5.00
June £11.78 £5.00
July £5.00 £5.00
Totals £71.24 £55.00
total bank charges for year £126.24

Page 5

Monies out (invoices

Reason Amount Amount Financial Year Payee Paid
Water £882.00 2021-22 Beech hyde 27/09/22
Swimming subsidy £468.80 2021-22 Beech hyde 10/11/22
School Resources/Reception Equip £7,316.01 2022-2023 Beech hyde 08/03/23
Bikeability £495.00 2022-2023 Beech hyde 10/03/23
Panto Contribution £967.50 2022-2023 Beech hyde 22/03/23
water £732.50 2022-2023 Beech hyde 22/03/23
Y6 Additional hoodies £49.10 2022-2023 Banana Moon 25/04/23
Y6 hoodies £450.44 2022-2023 Banana Moon 22/03/23
Panto Contribution £238.50 2022-2023 Beech hyde 14/05/23
Just giving/Santa Dash – Kingswoo 3079 2022-2023 Beech hyde
Swimming subsidy Autumn/Spring 2 2694 2022-2023 Beech hyde 10/07/23
Author visit 239.86 2022-2023 Beech hyde 10/07/23
New School Resources £1,551.36 2022-2023 Beech hyde 22/07/23

Page 6

Monies out (invoices

comments

noted in correct year but received Sept 22

Paid in two payments due to amount

For main school

on SS after doing on SS after doing for EYFS y6 only wasn't really bha

Page 7

Monies out (invoices

nb this is for invoices not relevant to an event like donating to the school

Page 8

Easyfundraising etc

Easyfundraising Easyfundraising
Date Amount
22/11/22 £57.20
14/02/23 £174.52
16/05/23 £53.13
22/08/23 £69.82
Total £354.67
Amazon Smile
15/11/22 £29.28
31/01/23 £35.63
24/04/23 £15.19
19/05/23 £61.99
Total £142.09

Page 9

Ice Cream

Ice Cream Sales Cash Sum up Total
9 Sept 22 £18.30 £25.07 £43.37
16 Sept 22 £30.00 £18.19 £48.19
23 Sept 22 £41.00 £33.43 £74.43
30 Sept 22 n/a n/a n/a
7 Oct 22 £33.50 £13.76 £47.26
21 Apr 23 £67.00 £17.19 £84.19
28 Apr 23 £62.30 £56.04 £118.34
5 May 23 £73.50 £53.58 £127.08
12 May 23 £39.45 £16.22 £55.67
19 May 23 £55.70 £42.77 £98.47
26 May 23 £68.00 £39.82 £107.82
9 June 23 (first after half term) £73.50 £53.14 £126.64
16 Jun 23 £43.85 £73.24 £117.09
23 Jun 23 £62.77 £46.21 £108.98
30 Jun 23 £54.00 £41.78 £95.78
7 Jul 23 £70.05 £45.22 £115.27
14 July 23 – cancelled
Sports Day Ice Cream £63.00 £26.54 £89.54
total in £1,458.12
Expenditure
Vicky Toolan – EXP2022-01 £211.25
Vicky Toolan – EXP2022-18 £241.00
Vicky Toolan – EXP2022-25 £105.00
Vicky Toolan - EXP2022-30 £177.50
Vicky Toolan - EXP2022-35 £140.00
Total expenses £874.75
total profit £583.37

Page 10

Ice Cream

Note for treasurer – sum up takes 1.69% -

Free for after offsted treat

£1 came in via office Money owed by a couple of parents. Y6 free due to sats

sum up is ice cream and uniform

Ice cream and uniform

Page 11

Ice Cream

- always look at the taken amount and reduce by that %

Page 12

10k2k

Income Comments
Tshirt Sellers – Cash £56.00
Tshirt sellers – sum up £184.82
Race Entries – Cash £40.00 someone used a voucher code for £10
Race Entries – Sum up £442.39
BBQ – Cash £579.40
BBQ – Sum Up £1,443.19
Cafe – Cash £324.50
Cafe – Sum up £407.49
Fairground £157.00
Ice Cream Van £162.50
Sponsorship £2,000.00
Money in from ATW via Stripe £11,828.75 (Query if there's anymore – last transfer was 30/5
Total in £17,626.04
Expenditure
ATW Invoice – Chip Timing Boo -£480.00
Medals -£2,908.80
Banners (c2 group) -£364.00
ATW – T Shirts -£784.56
ATW – Toilet Costs -£1,752.00
Sausages -£298.00
Jjs food for cafe/bbq -£836.97
Bananas -£68.00
Met Medical Invoice -£1,256.00
Wheathampstead Parish Counc -£184.00
Last ATW Invoice (not yet paid) -£2,174.33
Beyond Burgers -£62.50
andy shore expenses -411.88
Total out -£11,581.04
current profit £6,045.00

Previous profits (copy and paste into new years lists)

2017 £10,404.33 2018 £8,693.80 2019 £7,726.61 2020 – Cancelled -£366.46 2021 (Virtual Year) £3,217.37 2022 £4,940.24

Page 13

10k2k

Note for treasurer – sum up takes 1.69% - always look at the taken amount and reduce by th

Page 14

IOk2k iat% Page 15

Fireworks

Note for treasurer – sum up takes 1.69% - always loo

Fireworks 2023
Income
Glitter Stall £9.80
School Council Stall £271.70
Gate 1 Nurseries Road £557.00
Gate 2 Wright Close £236.00
BBQ £478.00
Doughnut Man £80.00
Sum Up Gate Income £932.00
Sum Up (BBQ/School Council Stal £1,216.50
Prov Money from Ticket Tailor £5,202.00
refund of £180 from ambulance pro £80.00
total income £9,063.00
Expenditure
Ticket Tailor – V Toolan – EXP202 -£76.80
Signage -£58.80(invoices £22.80 + 36.00)
Fantastic Fireworks (cost brought f -£2,400.00
First Aid Costs -£360.00
Fireworks food – JJ Food -£686.91
Fireworks food – Sausages -£250.00
Ticket Tailor credits x 700 -£268.80
Hand sanitiser/hot dog holders -£33.98
Total outgoings -£4,135.29

Total profit £4,927.71

Profit from previous years
2016 £1,268.44
2017 £5,052.70
2018 £3,562.38
2019 £2,496.14

Page 16

Fireworks

ok at the taken amount and reduce by that %

Page 17

Santa Dash

Santa Dash

Income
Cash £25.99
JustGiving £850.31 685.80 + 164.51 transferred in feb from ellis' family
Sum up £16.73
total £893.03
Expenses
V Toolan (lights etc..) -107.57
Paul Drake -11.99
total -119.56
Profit £773.47

Page 18

Halloween Disco

Halloween Disco 2022 – Tickets being sold on PTA Events

Amount Income Tickets (PTA events) £455.66 Tickets (Cash) £14.00 Further 24 was accounted for on pta events selling on night (Cash) £190.67 selling on night (sum up) £1.47 total Income £661.80 Expenditure Disco Factory £225.00 Profit £436.80

sold on night is ice creams, glitter/temp tattoos, sweets and remainder of glow toys No expenses as previously bought under other events/years

profit from 2021 £440.00

how many tickets

Page 19

Halloween Disco

Breakdown of money on PTA events

Tickets £473.00 Charges £13.34 refunds £4.00 Total in £455.66

Page 20

Uniform

Note for treasurer –

Info Amount comments adhoc £2.00 Logged Januar £7.00 Sale 24/2 cash £32.00 Sale 24/2 sum £50.13 51 taken Additional £2.50 Sale 16/6 cash £29.51 sum up under ice cream Vicky BACS £12.00 Sept 22

total £135.14

Page 21

Uniform

- sum up takes 1.69% always look at the taken amount and reduce by that %

Page 22

Movie Night

Note for tre

Movie Night 23/3/23
Total Sales £386.00 NB: 2 paid in cash (£4 offset against expenses)
Transfers from PTA Event £356.31
Cash £4.00
How many tickets sold?
Monies in £360.31
Expenses
Costs
MPLC License £115.50 Paid 11/2
Profit £244.81

Page 23

Movie Night

easurer – sum up takes 1.69% - always look at the taken amount and reduce by that %

Page 24

Village Day

Note for treasurer – sum up takes 1.69% -

Income
Cash £104.70
Sum up £16.22
Total £120.92

No expenses as all materials bought under separate year

Page 25

Village Day

Page 26

y5+y6 play

Note for treasurer – s

Income
Cash £107.00
Sum up £61.44
Total £168.44
Outgoing
Vicky expenses £34.44
Total £34.44
Profit £134.00

Page 27

y5+y6 play

sum up takes 1.69% - always look at the taken amount and reduce by that %

Page 28

Expense Recording

Expense Recording
Who Paid Code Amount Event
V Toolan EXP2022-01 £211.25 Ice Cream Friday
V Toolan EXP2022-02 £76.80 Fireworks
V Toolan Exp2022-03 £33.98 Fireworks
V Toolan Exp2022-04 £686.91 Fireworks
V Toolan EXP2022-05 £268.80 Fireworks
V Toolan EXP2022-06 £250.00 Fireworks
L Thakrar EXP2022-07 £31.96 General
Andy Shore EXP2022-08 £49.08 10k 2022
Andy Shore EXP2022-09 £134.14 Fireworks
V Toolan EXP2022-10 £68.95 Panto
V Toolan EXP2022-11 £107.57 Santa Dash
P Drake EXP2022-12 £11.99 Santa Dash
V Toolan EXP2022-13 £31.38 General
K Thomas EXP2022-14 £51.43 Well being animals
F Armstrong EXP2022-15 £232.00 General
K Thomas EXP2022-16 £34.27 Well being animals
V Toolan EXP2022-17 £25.25 General
V Toolan EXP2022-18 £241.00 Ice Cream Friday
Beech Hyde EXP2022-19 £56.00 Easter Chocolates
Heather Pleasants EXP2022-20 £10.00 Easter Chocolates
J Collins EXP2022-21 £48.41 BHA Donation to Scho
V Toolan EXP2022-22 £56.99 General
V Toolan EXP2022-23 £298.00 10k 2023
V Toolan EXP2022-24 £836.97 10k 2023
V Toolan EXP2022-25 £105.00 Ice Cream Friday
P Drake EXP2022-26 £68.00 10k 2023
F Armstrong EXP2022-27 £252.01 BHA Donation to Scho
J Collins EXP2022-28 £48.41 BHA Donation to Scho
Charlene Vallory EXP2022-29 £62.50 10k 2023
V Toolan EXP2022-30 £177.50 Ice Cream Friday
K Thomas EXP2022-31 £50.10 Well being animals
Andy Shore EXP2022-32 £114.23 General
Andy Shore EXP2022-33 £411.88 10k 2023
Andy Shore EXP2022-34 £115.96 General
V Toolan EXP2022-35 £140.00 Ice Cream Friday
V Toolan Exp2022-36 £34.44 Y5/Y6 Production

Page 29

Expense Recording

Item Date
ice cream 03/10/22
Ticket Tailor 03/10/22
Hand sanitiser and hot dog holders 03/11/22
Food from Jjs 03/11/22
Ticket tailor credits 07/11/22
sausages 07/11/22
Sum up machine (additional) and cloakro 10/11/22
Vehicle Insurance (for 10k 2022) 14/11/22 prev financial year
lights/batteries/bags 14/11/22
Popcorn 02/12/22
Lights/decorations 23/12/22
artifical snowballs 11/02/23
Shed costs 11/02/23 Shed felt / padlock
Guinea Pig Supplies 11/03/23
Santa presents 25/03/23
Guinea Pig Supplies 14/05/23
Shed costs 14/05/23
ice cream 14/05/23
Chocolate 15/04/23 logged after
Chocolate 30/03/23 logged after
Lettering for PE tops 19/05/23
Gas for BBQs 25/05/23
Sausages 25/05/23
Food from Jjs for bbq/cafe 25/05/23
ice cream 25/05/23
Bananas 25/05/23
Library books 25/05/23
Lettering on Y6 hoodies 25/05/23
Beyond burgers 29/06/23
ice cream 29/06/23
Guinea Pig Supplies 29/06/23
gazebo 14/07/23
general supplies/trophies etc… 14/07/23
Gazebo Weights 14/07/23
ice cream 22/07/23
wine/beer 22/07/23

Page 30

Expense Recording

Total general expenses 375.77
Well being animals 135.8
10k 22 cost 49.08

Page 31

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