Trustees. Annual Report for the period Peiiod end dale: Day Oay Ye2r 202., Section A Reference and administration details Charrty name St Marys Parent-TeacherAssocaation Other names charity is knovm by i St Mary's PTA Registered charity number (rf any) 312476 Charl5 principal address i CIO St Mary's Catholic Primary Sd l Beckenham. Kent BR3 5DE Names of the charity trustees who manage the charity Office Of any) Dates acted rf ncéfor Name of pwson (or boty) enti&eil to appoint trstea [rf 1 Tanya Char]ie Kadambari Chair 2 Donna Mentesh Deputy Chair Treasurer 3 Nora Kehoe 4 Becky WooEterton 10 11 12 13 14 15 16 TAR 8rd1 2012
17 18 19 20 Names of the trustees for the Gharity. rf any (for example. any custodian trustees) ', Name Dates acted rf not for whole year l The pants. guardians or c2rers of any wpil ()JrrenlJy attending the school as well as teaching and non-teaching staff cjjrrenty emFAoyed by the schcd are all trEM of the PTA (Association). ,, Comiliee Idembers are selectaj from this grP and are the Tee$ of the ChaTity. Names and addresses of advisers (Optional inforniation) Type of adviser Address Name of chief executive or names of senior staff members (Optional infornmtion) Section B Structure, governance and management Description of the charity's trusts Type of governing document I Conslitution adopted 1 May 1969 and amended on 11 January 2016 to ', refiec the PTA-UK model constitubon (November 2011) How the diarity is consliiuted i The Asso(aation is a parent teacher association which consists of a . minimum of 2 Committee membersfftustees Trustee selection methots :, committ members (the trustees) shall be elected at theAGM and shall I , hold Offi until rXtAGm Additional governance issues (Optional information) TAR Marth 2012
You may ch¢)ose to indude additional information. vthere relevant, about. policies and prOdureS adopted for the induction and training of trustees" the charity's organisational sknjcture and any wider nerk with which the chaity works., relationship wtth any related trustees. consideration of major risks and the syste and procedures to manage them. Section C Objectives and activities ' The objectives of the Association are to advan the education of pupils in the school in partit)Jlar by: Developing effective relationships between the staff. parents and others associated VI1h the school" and Engaging in activities of providing facilities or equipment which support the school aThJ advan the education of the pupils Summary of the objects of the charty set out in its governing document | In planning our acbvrbes for the yearwe kept in mTnd Ihe Charity I Commissions guidan on public benefft at our trustee meetings. The focus of our activihes rematns the enhancement of faciltties for the St Mary's children through fvndraisbng activities. Summary of the main activities , undertaken for the public benefft in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public beneft) Vve cover the full age rnnge and look to have an even spend on year groups wherE possible. Most items cover the whole school and therefore all children are able to benefft from the contributions. We hold a mixiure of events for children and parents throughout the year. These are a combination of social and fijndraising acttvities. We aim to provide ad(fthonal facalities that are not induded within the schcK)I budget that will enrFch the children'5 Eeaming experience; as V11 as onJanising soaal events for children and their families. Additional details of objectives and activities (Optional infonnation) TAR MaTch 2012
You may choose to indude ftjrther statements, where retevant. about. policy on grdntmaking" policy programme related investment,. contribution made by volunteers. ' The success of this PTA woukl not be possible thiihout the many hours the Trustees and ordinary memt)ers spend organising and assisting I With our PTA events. A big thanks to them and those who continually . support our everrts by attending. Section D Achievements and performance TAR Marth 2012
Section D Summary ofthe main achievements of the charity during the year Achievements and performance ,, Due to the COVID pandemic we were unable to hold our nomial autumn ', ! activities arKI launched our fundraising with a 'Dare to be Different. event ' l in school before we launched our Christmas activtties Vve were able to run our annual Christrnas Card fundratser where parents | can buy ChrÈstmas Cards. gfft wrap and tags that were personalised by ,: .' their children through on online company. The Christmas Fair, our biggest fundraiser in our school calendar had to ', be moved to online. as we couldn't hold it indoors. We carried on the ', i traditton of the diFFerent year groups producing different goods to sell, only I diiference teing they could only sell online. Thankfully we were also able ! ', to hold our main raffle where V distributed the tickets in sthool bags and i they Ere retumed wÈth the monies into a dedicated PTA mailbox that we I put up ouiside the school gates. We Nvere also able to produ our annual ', school calendar for parents whith we sokl on a preorder basis through ,: ', parenty)ay. Although VE ren1 as Sussful as previous year5 With our .: Fair, we were still able to raise £4.305. That coupled with the raffle and , ',¢alendar we managed to raise £8.866. which surpassed all our,: expectations! , Wrth the pandemic still in pla. we launched a Christmas jaunt, whiGh i ,. was a sponsored walk for all the sthool families to walk a distano of their I thotce weartng a Chrisfrnas jumper. ,, We finally ended the year with an online panto - a tre* we gifted to the , ,, school for the thildren to watch during the day at sthool in their cFasses. In the SprirKJ Tenn. we ran a srnarties challenge - where each child was , given a tub of smarties tefore the holKlays, which they were able to enjoy ,, ,, before retuming them filled with loose change. This proved to be very ,. , popular and lucrative fundraiser. l Finally for the end of that tenn they also took part in another dress down I day- wacky dothes day. , Covid has affected our ability to fundraise on a huge scate and what ', would have been our next blest fvndraiser, our summer fair, was pui on ': hold but we launched a historical trail around Beckenham to see us ' through to the start of the new year. This we opened up to the residents of , i Beckenham to also join in arKI leam about where they lived. As we move forward and away from the restfictions set upon us, we are hopeful that we wtll be ablè to tun wtth the events we had wanted to ', previously and look forward to the coming year being a Ite more fruitful I for our tharity. | amazirvJ year of fundraisirKJ desprte restridions wt upon us from a ! wortd-wide pandemic, where we still managed to gift £18.815 to the j school. This money was used for the following ttems.. Class budgets & Clubs: £4500. Each dass receives £250 for the teather to Sp on items to enhance the teaming environment . and experience of the children. This donation also IndUd £500 , towards two lunthtime dubs. Funding towards the Lollipop Lady: £3.215 Minibus Expertses: £1,000 Recepb'on Playground Phase One - £10,000: this covered a, donation t¢wards the resurfacing of the RePtiOn playground. Online Theatre PerfOan £100." As the children missed out on I the annual Pantomime perf0[rnan due to COVID. we paid for an | online streaming perfOrnian for them. TAR March 2012
Section E Financial review Brief ststement of the ¢haritys do not have any recurring expenlfiture commitments that require us to ' policy on reserves ". accumulate reserves for unforeseen everrts. IAÈ raise funds to spend on ' projects and facilities for the benefft of the children at St Mary's Catholic Primary Sthool. We only make expenditure commitments vhjen we have ' the cash to do so. The majority of funds raised in the year are spent during the year or hekl | for the following year where a major or herTtage project is planned. Details of any funds matsrially :, in deficit Further financial review details (Optional Infornn) You may cho¢ to include addttional infomiation. where relevarrt atrf)uL the charity's principal Sour ' of funds (including any fundraising)- how expenditure has supported the key objectives of the charity., investment policy and objectives induding any ethical investmerrt policy adopted. Section F Other optional information Section G Declaration The trusteos drflare that they have approved the trustees, report abov& Slgned on behalf of the charitys trustees Signature(s) Full name(s) l Tanya Charlie Kadarnbari ,' Nora Kehoe TAR March 2012
Position (eg Secretary9 Chair. etc) Chair l Treasurer TAR March 2012
Reipts and ments accounts CC16a Section A Receipts and payments A1 Recei .FaMIJo•j 752 iT2T 1915 . F•r(kndng 6J43 743 SIMR SiMAR.TwTri Z61 261 11xiai*S9 414 GIFf. PthofFviwd5 74 74 743 743 18¢ FU)-£4£ Fu.FFr 1.149 Sub total(Grths in¢te for CCXXft1 ac4xxllts tSS}
Paidtothè¥th>)I 14815 618 1-FamI Day &4)2 131 SJMR.TreayJ2TrAi Icoaubwinner Pvffjnts 1.1( 873 FUND. PathofFri4tb 132 1.149 N8tof 12JJ51 Ca%hfund5 lastyend 27.136 Section B Statèment of assets and liabilities atthe end of the period hJn(k
Bl Cash frJn& h¥tBankLk)Ybtssof31.PuJa) Dthils Dii% 85 abIlle8 5yiedby0necrtwotrLth05 béFFoflld Pmt Name Date of approval N¢xa Kehoe 22 anya Charlie Kadarrbari
Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the The St Mary Parent and Teacher Association trustees/ members of 31 August 2021 Charity 312476 On accounts for the no (if year ended any)
Set out on pages 1 - 7
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2021
Responsibilities and As the charity trustees of the Trust, you are responsible for the basis of report preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
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 I have completed my examination. I confirm that no material examiner's matters have come to my attention in connection with the statement examination which gives me cause to believe that in, any material respect:
accounting records were not kept in accordance with section 130 of the Act or
- the accounts do not accord with the accounting records
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[th] June 2022
Name: RONALD JAMES HUGGETT
Relevant ACIB Dip FS professional qualification(s) or body (if any):
Address: 19 Sanderstead Hill South Croydon, Surrey CR2 0HD
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).
Give here brief details of any items that the examiner wishes to disclose .