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2022-03-31-accounts

AGM

All trustees met on 29[th] June 2022 to review the previous year and look at projects for the future.

Annual Report for the financial year ending 31[st] March 2022

The Trustees of Portesbery Partnerships present their annual report and audited accounts for the financial year ended March 2022 and confirm that they comply with the requirements of the Charities Act 2011, the charity terms of reference and constitution.

Objectives

The charity’s objectives are to enhance the experiences of our students by working in partnership with families and other organisations to provide additional opportunities and resources outside of the core offer education funded by the Local Authority.

Structure

The Charity is managed by the trustees who are all members of the school staff:-

Chairperson (Nathan Aspinall) Secretary (Kirsty Hodge) Treasurer (Debbie Attard) Trustee (Sam Leach ) Trustee (Clare Walker) Trustee (Cathryn Hopkinson)

The Charity uses the services of an external fundraiser who charges a commission based fee for all funds raised.

The school has a Friends of Portesbery group (instead of an official PTA) which comes under the umbrella of Portesbery Partnerships. The group run annual events such as a Summer Fun Day, Quiz Night

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and Christmas Fair to raise funds for the charity, although these were mostly cancelled during 2021-22 due to covid.

Review of Activities and Achievements during financial year 202122

The charity has managed to purchase several new items for the benefit of the students over the past year, funded by a variety of activities.

These include:-

Financial review / summary of accounts

Final Accounts for 2021/22 - submitted separately.

Future Events

We have opened up the school for some enrichment events with families this term and are hoping to reinstate our previous community fundraising events such as the Christmas Fair and Quiz night in the Autumn term.

Fundraising targets

Specific focus areas are the development of:-

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----- Start of picture text -----
Analysis of Portesbery Partnerships Account 2021-22
Date Cheque No/ Description B/S Balance Total PTA Just Little Sundry Mytchett Waitrose Mayor of Co-op Asda Green Tesco Wellington Kevin RUTHERFORD
Payslip R Giving Portesberies Donations Ministeries (re PTC) Guildford Tokens Tokens College Young DONATIONS
(+S Wetherell) b/fwd (PE Equip) (World Exp)
£ £ £ £ £ £ £ £ £ £ £ £ £ £ £
Balance b/fwd 20/21 R £47,218.39 £9,484.46 £0.00 £7,023.61 £0.00 £7,165.78 £2,000.00 £21,544.54
05/14/2021 80 Vijay Gopie Leaving Donation R £47,218.39 £250.00 £250.00
Janit Kalthoun Sensory Garden Donation R £47,468.39 £10.00 £10.00
05/21/2021 100872 Trf Donation Vijay Gopie back to school a/c's R £47,478.39 -£250.00 -£250.00
04/20/2021 Direct Henry Smith Foundation R £47,228.39 £10,000.00 £10,000.00
04/26/2021 Direct Just giving R £57,228.39 -£18.00 -£18.00
04/29/2021 Direct Youngs Consultancty (RY) R £57,210.39 £500.00 £500.00
05/05/2021 Direct Just giving - Rod Curry Golf Day R £57,710.39 £195.80 £195.80
05/05/2021 Direct Just giving - Rod Curry Golf Day R £57,906.19 £47.50 £47.50
05/05/2021 Direct The Screwfix Donation R £57,953.69 £5,000.00 £5,000.00
05/21/2021 100873 Rutherford Commission R £62,953.69 -£2,434.48 -£2,250.00
Brunel Engraving re Jack plaque £60,519.21 -£140.00
Rainbow Ripple/LED board - Early Years outside area £60,519.21 -£44.48
06/17/2021 100874 Storage boxes R £60,519.21 -£1,329.56 -£102.50
Hairdressing equipment £59,189.65 -£232.20
Dragonfly outside area & switch resources £59,189.65 -£534.74
Sunrise Walk food/drink £59,189.65 -£119.63
Bike Helmets £59,189.65 -£148.19
Plants/tubs memorial garden £59,189.65 -£192.30
05/23/2021 Direct Camberley Chat R £59,189.65 £179.79 £179.79
05/27/2021 81 Laila Khan Donation R £59,369.44 £1,000.00 £1,000.00 GIFT AID Req'd 3/5/22
05/28/2021 82 Bruce Wake Charitable Trust R £60,369.44 £1,000.00 £1,000.00
05/19/2021 Direct Community Found SR R £61,369.44 £5,000.00 £5,000.00
05/26/2021 Direct Mayor of Guildford re Ryan Parson bed R £66,369.44 £240.00 £240.00
05/24/2021 Direct Amazon smile R £66,609.44 £52.07 £52.07
05/25/2021 Direct Just giving R £66,661.51 -£18.00 -£18.00
06/01/2021 Direct Just giving - Rod Curry Golf Day R £66,643.51 £117.12 £117.12
06/08/2021 Direct Just giving - Rod Curry Golf Day R £66,760.63 £332.94 £332.94
06/09/2021 Direct Just giving - Rod Curry Golf Day R £67,093.57 £16.62 £16.62
06/14/2021 Direct Just giving - Rod Curry Golf Day R £67,110.19 £969.39 £969.39
06/16/2021 Direct Just giving - Rod Curry Golf Day R £68,079.58 £4.75 £4.75
06/07/2021 Direct CHARITABLEGIVINGVA R £68,084.33 £100.00 £100.00
09/13/2021 100875 Little Portesberies rent and food/equipment R £68,184.33 -£1,500.88 -£279.86
Shade Firefly (to be credited) £66,683.45 -£92.96
Memorial Garden £66,683.45 -£102.23
Hairdressing equipment £66,683.45 -£277.46
Gift Tom Parsons for signing a/c's £66,683.45 -£8.69
Bed Ryan Parsons £66,683.45 -£210.79
E/Years outside area £66,683.45 -£270.49
Dragonfly outside area & switch resources £66,683.45 -£98.11
Mollys memorial celebration supplies £66,683.45 -£160.29
07/09/2021 83 Waitrose R £66,683.45 £333.00 £333.00
09/09/2021 84 The Toy Trust R £67,016.45 £2,525.00 £2,000.00
TK Maxx £69,541.45 £500.00
Love to Donate - (Molly Fenlon) £69,541.45 £25.00
06/25/2021 Direct Just Giving R £69,541.45 -£18.00 -£18.00
06/21/2021 Direct Just giving - Rod Curry Golf Day R £69,523.45 £989.21 £989.21
07/13/2021 Direct Just giving - Sensory Rainbow wall R £70,512.66 £2.37 £2.37
04/26/2021 Direct Just Giving R £70,515.03 -£18.00 -£18.00
07/26/2021 Direct Love to Donate - (Molly Fenlon) R £70,497.03 £174.13 £174.13
08/13/2021 Direct Lodge Donati - (Molly Fenlon) R £70,671.16 £362.43 £362.43
08/16/2021 Direct Camberley Chat R £71,033.59 £111.82 £111.82
07/26/2021 Direct Just giving - Rod Curry Golf Day R £71,145.41 £166.17 £137.14
Just giving - Sensory Rainbow wall R £71,311.58 £29.03
09/28/2021 100876 Rutherford Commission R £71,311.58 -£7,654.46 -£1,200.00
Fence and gates £63,657.12 -£6,380.00
Little Portesberies food/equipment £63,657.12 -£74.46
09/28/2021 85 Change from old bottle R £63,657.12 £60.57 £60.57
08/17/2021 Direct Amazon smile R £63,717.69 £70.30 £70.30
08/17/2021 Direct Just giving - Sensory Rainbow wall R £63,787.99 £4.99 £4.99
08/25/2021 Direct Just giving R £63,792.98 -£18.00 -£18.00
08/25/2021 Direct Just giving - Rod Curry Golf Day R £63,774.98 £106.86 £106.86
08/31/2021 Direct Just giving - Sensory Rainbow wall R £63,881.84 £20.40 £20.40
09/05/2021 Direct Camberley Chat (car seats) R £63,902.24 £206.14 £206.14
09/08/2021 Direct The Mosque (re sensory wall) R £64,108.38 £350.00 £350.00
10/18/2021 100879 LP Room hire R £64,458.38 -£2,321.33 -£99.99
Music Storage Trolley £62,137.05 -£322.51
Outdoor Gym Equipment Primary 50% £62,137.05 -£1,888.80
Postage to return shade incorrectly bought for f/fly £62,137.05 -£10.03
09/29/2021 Direct The Bernard Sunley Foundation R £62,137.05 £5,000.00 £5,000.00
10/01/2021 Direct Percy Bilton Charity R £67,137.05 £2,932.00 £2,932.00
09/27/2021 Direct Just Giving R £70,069.05 -£18.00 -£18.00
09/29/2021 Direct Just giving - Sensory Rainbow wall R £70,051.05 £2.37 £2.37
10/04/2021 Direct Just giving - Sensory Rainbow wall R £70,053.42 £9.61 £9.61
09/23/2021 Direct Give as you live - Mei Mei Zhao R £70,063.03 £150.00 £150.00
----- End of picture text -----

----- Start of picture text -----
Analysis of Portesbery Partnerships Account 2021-22
Date Cheque No/ Description B/S Balance Total PTA Just Little Sundry Mytchett Waitrose Mayor of Co-op Asda Green Tesco Wellington Kevin RUTHERFORD
Payslip R Giving Portesberies Donations Ministeries (re PTC) Guildford Tokens Tokens College Young DONATIONS
(+S Wetherell) b/fwd (PE Equip) (World Exp)
£ £ £ £ £ £ £ £ £ £ £ £ £ £ £
11/22/2021 100878 Little Portesberies hall hire R £70,213.03 -£6,465.97 -£133.32
----- End of picture text -----

Analysis of Portesbery Partnerships Account 2021-22 Analysis of Portesbery Partnerships Account 2021-22 Analysis of Portesbery Partnerships Account 2021-22
Date Cheque No/ Description B/S Balance Total PTA Just Little Sundry Mytchett Waitrose Mayor of Co-op Asda Green Tesco Wellington Kevin RUTHERFORD
Payslip R Giving Portesberies Donations Ministeries (re PTC) Guildford Tokens Tokens College Young DONATIONS
(+S Wetherell) b/fwd (PE Equip) (World Exp)
£ £ £ £ £ £ £ £ £ £ £ £ £ £ £
11/22/2021 100878 Little Portesberies hall hire R £70,213.03 -£6,465.97 -£133.32
Expenses CW £63,747.06 -£71.21
Lisa Mills BSL Training £63,747.06 -£270.00
Moo Angel £63,747.06 -£4,429.13
Moo Angel sensorywall(SJWJustgiving) £63,747.06 -£418.77
Outdoor LearningEquipment £63,747.06 -£639.09
Music Storage Trolley £63,747.06 -£394.95
Booster Seats(Camberleychat) £63,747.06 -£62.50
Flowers Memorial Garden £63,747.06 -£47.00
10/25/2021 Direct Just Giving R £63,747.06 -£18.00 -£18.00
10/28/2021 Direct The Clothworkers Foundation R £63,729.06 £20,000.00 £20,000.00
11/03/2021 Direct Kevin Young- Freight Express R £83,729.06 £2,500.00 £2,500.00
11/05/2021 Direct Wellington College R £86,229.06 £500.00 £500.00
11/05/2021 Direct Inv PORTPART006 The Knights Foundation(Aut Term 22) R £86,729.06 £700.00 £700.00
01/18/2022 100879 Rutherford Commission R £87,429.06 -£8,135.45 -£4,189.80
Phil The Music Man Summer Term 21 £79,293.61 -£701.60
ParityMusic Therapy (E/Yrs,HL, JS)Sep/Oct/Nov 21 £79,293.61 -£1,635.13
Hall Hire £79,293.61 -£199.98
Toys £79,293.61 -£70.00
MooAngel Outdoor LearningButterfy £79,293.61 -£872.98
Outdoor LearningEquipment £79,293.61 -£91.12
Refund shade incorrectlybought for f/fy £79,293.61 £66.39
Memorial Plaque MF £79,293.61 -£140.00
Artifcial Plants Memorial Garden £79,293.61 -£68.00
Staf Xmas lunch £79,293.61 -£233.23
12/09/2021 Direct Donation Debbie Attard R £79,293.61 £15.38 £16.00
Parentmail charges re Donation DA £79,308.99 -£0.62
11/25/2021 Just Giving R £79,308.99 -£18.00 -£18.00
11/25/2021 86 Little Portesberies Donations R £79,290.99 £40.00 £40.00
11/26/2021 Direct CamberleyChat R £79,330.99 £70.40 £70.40
12/13/2021 Direct Amazon smile R £79,401.39 £72.68 £72.68
12/29/2021 Direct Just Giving R £79,474.07 -£18.00 -£18.00
01/06/2022 Direct Bank Charges Current A/C R £79,456.07 -£5.40 -£5.40
02/22/2022 100880 Hall Hire R £79,450.67 -£3,384.21 -£133.32
ParityMusic Therapy (E/Yrs,HL, JS)Dec21 £76,066.46 -£654.05
Outdoor Gym Equipment Primary50% £76,066.46 -£1,888.80
Music Storage Trolley £76,066.46 -£186.08
Scooters £76,066.46 -£317.38
CampingToilet Pst16 £76,066.46 -£77.85
Rug/Snacks £76,066.46 -£36.52
BSL Training £76,066.46 -£90.21
02/10/2022 87 Inner Wheel R £76,066.46 £125.00 £125.00
88 Little Portesberiesparental donations R £76,191.46 £75.00 £55.00
Tina Roberts re Mollydonation PTA £76,266.46 £20.00
01/25/2022 Direct Just Giving R £76,266.46 -£18.00 -£18.00
02/06/2022 Direct Bank Charges Current A/C R £76,248.46 -£5.00 -£5.00
02/10/2022 Direct CamberleyChat R £76,243.46 £50.00 £50.00
03/22/2022 100881 ParityMusic Therapy (E/Yrs,HL, JS) Jan22 R £76,293.46 -£6,410.55 -£461.62
ParityMusic Therapy (E/Yrs,HL, JS)Feb22 £69,882.91 -£461.62
ParityMusic Therapy (E/Yrs,HL, JS)Mar22 £69,882.91 -£805.57
Trf overspend to covid catch up £69,882.91 £1,017.99
Hall Hire £69,882.91 -£166.66
PhilipClark Design - Horicultureproject £69,882.91 -£2,200.00
Phil The Music Man Autumn Term 21 & SpringTerm 22 £69,882.91 -£1,403.20
Bee Outdoor Learning £69,882.91 -£927.75
Scooter £69,882.91 -£75.71
Installation cost cooker Austin Marchant £69,882.91 -£145.83
ExpCW snacks £69,882.91 -£7.14
Rebound TherapyEquipment £69,882.91 -£701.74
Dustpan brush/vacuum cleaner/spinningtoy £69,882.91 -£71.70
02/23/2022 Direct Amazon smile R £69,882.91 £65.22 £65.22
02/25/2022 Direct Just Giving R £69,948.13 -£18.00 -£18.00
03/04/2022 89 Asda Green Tokens R £69,930.13 £500.00 £500.00
03/15/2022 Direct Bank Charges Current A/C R £70,430.13 -£6.90 -£6.90
03/15/2022 Direct Justgiving R £70,423.23 £1.19 £1.19
03/29/2022 100882 Bee Outdoor Learning R £70,424.42 -£280.16 -£25.95
LotteryLicense fee £70,144.26 -£20.00
Playresources & Snacks £70,144.26 -£97.87
2nd hand uniform £70,144.26 £6.00
Rebound TherapyEquipment £70,144.26 -£142.34
03/24/2022 90 The Mytchett Ministeries R £70,144.26 £1,000.00 £1,000.00
04/01/2022 91 Little Portesberies Donations R £71,144.26 £45.00 £45.00
03/25/2022 Direct Justgiving R £71,189.26 -£18.00 -£18.00
04/04/2022 Direct Justgiving R £71,171.26 £1,966.50 £1,966.50
04/06/2022 Direct Justgiving R £73,137.76 £475.00 £475.00
04/06/2022 Direct Bank Charges Current A/C R £73,612.76 -£6.20 -£6.20

----- Start of picture text -----
Analysis of Portesbery Partnerships Account 2021-22
Date Cheque No/ Description B/S Balance Total PTA Just Little Sundry Mytchett Waitrose Mayor of Co-op Asda Green Tesco Wellington Kevin RUTHERFORD
Payslip R Giving Portesberies Donations Ministeries (re PTC) Guildford Tokens Tokens College Young DONATIONS
(+S Wetherell) b/fwd (PE Equip) (World Exp)
£ £ £ £ £ £ £ £ £ £ £ £ £ £ £
04/14/2022 Direct Camberley Chat R £73,606.56 £9.74 £9.74
£73,616.30 £0.00
Balance £73,616.30 £73,616.30 £9,484.46 £5,144.02 -£602.03 £4,720.85 £155.92 -£27.21 £29.21 £4,965.78 £500.00 £2,000.00 £500.00 £0.00 £46,745.30
Signed
Debbie Attard
Date
Balance per B/S 590 £73,616.30 Prepared by
Unreconciled items Emma Craft Signed
Total £73,616.30 Date Nathan Aspinall
£0.00 Date
----- End of picture text -----

----- Start of picture text -----
Analysis of Portesbery Partnerships Account 2021-22
Date Cheque No/ Description B/S Balance Total PTA Just Little Sundry Mytchett Waitrose Mayor of Co-op Asda Green Tesco Wellington Kevin RUTHERFORD
Payslip R Giving Portesberies Donations Ministeries (re PTC) Guildford Tokens Tokens College Young DONATIONS
(+S Wetherell) b/fwd (PE Equip) (World Exp)
£ £ £ £ £ £ £ £ £ £ £ £ £ £ £
Analysis of Just Giving £
Net Total £5,144.02
Sensory Wall £418.77
Charges £216.00
Gross Donations £5,778.79 Diff
£0.00
Total £5,778.79
Rod Curry £2,917.33
David Alvis £2,436.80
Hannah Plowman £4.70
Gift Aid £1.19
SJW Sensory Rainbow Wall £418.77
----- End of picture text -----

2nd hand Young Little Co-op Austin
Rutherford PTA uniform Donations Portesberies Donations Marchant Oven Sundry Total
Chq 100879 Total £5,153.90 £2,336.73 £269.98 £374.84 £8,135.45
Rutherford Commission £4,189.80
Phil the Music Man Summer Term 21 £701.60
Hall Hire Nov21 £133.32
Hall Hire Dec21 £66.66
Music Therapy
E/Yrs Sep/Oct/Nov £981.05
Harrison Lemon Sep/Oct/Nov £490.56
Jamie Spencer Nov £163.52
Moo Angel Outdoor Learning Butterfy £872.98
Cr re Shafe Butterfy -£66.39
Outdoor Learning Chalk, Parachute,storage boxes £91.12
Memorial Plaque MF £140.00
Artifcial Plants memorial garden £68.00
Toys £70.00
Staf Xmas lunch £233.23
Chq 100880 Total £1,888.80 £654.05 £169.84 £671.52 £3,384.21
Hall Hire Jan22 £133.32
Music Therapy
E/Yrs Dec21 £327.01
Harrison Lemon Dec21 £163.52
Jamie Spencer Dec21 £163.52
Outdoor Gym Equipment Primary 50% £1,888.80
Music Storage Trolley £186.08
Scooters £317.38
Camping Toilet Pst16 £77.85
Rug £9.97
Snacks £26.55
BSL Training £90.21
Chq 100881 Total £927.75 £710.82 £343.37 £2,200.00 £145.83 £2,465.33 £6,793.10
Music Therapy
E/Yrs Jan22 £187.40
Harrison Lemon Jan22 £93.70
Jamie Spencer Jan22 £180.52
E/Yrs Feb22 £187.40
Harrison Lemon Feb22 £93.70
Jamie Spencer/Group Feb22 £180.52
E/Yrs Mar22 £327.04
Harrison Lemon Mar22 £163.52
Jamie Spencer/Group Mar22 £315.01
Trf Overspend of Parity to covid catch up -£1,017.99
Hall Hire £166.66
Philip Clark Design - Horticulture project £2,200.00
Phil the Music Man £1,403.20
Hope Education Seesaw/rocker/Spinning Top -Bee outdoor learning £386.97
HSBC Card Bee Outdoor Learning £540.78
3 wheel scooter £75.71
Installation cost Austin Marchant cooker £145.83
Exp C Walker snacks £7.14
Rebound Therapy equipment £701.74
Dustpan bysh/Vacuum cleaner/Spin toy Little Portesberies £71.70
Chq 100882 Total £25.95 £20.00 -£6.00 £0.00 £97.87 £0.00 £0.00 £142.34 £280.16
Rebound Therapy Equipment £142.34
Little Portesberies play resources £68.74
Bee outdoor Learning £25.95
Lottery License £20.00
2nd hand uniform -£6.00
Little Portesberies snacks £29.13

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