CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examlner's Report Report to the trustees Ll Itii Ily Wlliam Gilbert Parent Teacher Association On accounts for the year ended 3110812025 Charity no (if any) 703173 Set out on pages Irc•rn¢*mhar lrt irw li ida Ib,th •)gnP. A! Ipp>T¢ A¢ 141t)nal she I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3181 August 2025. As the charitys trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). Responsibilities and basis of report I report in respect of my examination of the Trust's accounts carried OLrt under section 145 of the 2011 Act and in carrying out my examination, I have followed all 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 matters have examinerfs statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect: the accounting records were not kept in accordance with section 130 of the Charitses Act; or the accounts did not accord with the accounting records; or the accounts did not comply with the applicable requirements conceming the fomi and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fairf view which is not a matter considered as part of an independent examination. I have no concems and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. Please delete the words in the brackets if they do not apply. Date: 1410512026 Signed: Name: Andrew Hackett Relevant professional qualification(s) or body (if any): Associate member of Chartered Institute of Management Accountants Address: 1 Lime Avenue, Duffield, Derbyshire DE56 4DX IER Oct 2018
Section B Dosclosure Only complete If the examiner needs to highlight material 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. IER Oct 2018
Trustees' Annual Report for the period
Period start date Period end date Day Month Year Day Month Year From 01 September 2024 To 31 August 2025
Section A Reference and administration details
Charity name WILLIAM GILBERT PARENT-TEACHER ASSOCIATION
| Other names charity is known by Registered charity number (if any) Charity's principal address |
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|---|---|---|
| 703173 | ||
William Gilbert Endowed School Vicarage Lane Duffield BELPER Derbyshire |
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| Postcode | DE56 4EB |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole **year ** |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Natalie McDonald | Chair | AGM | ||
| Emma Longmore | Treasurer | AGM | ||
| Sarah Spencer | Secretary | AGM | ||
Names of the trustees for the charity, if any, (for example, any custodian trustees)
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Name Dates acted if not for whole year
Names and addresses of advisers (Optional information)
Type of adviser Name Address
Name of chief executive or names of senior staff members (Optional information)
Section B Structure, governance and management
Description of the charity’s trusts
Constitution Type of governing document (eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Trustees appointed annually at the AGM Trustee selection methods
- (eg. trust, association, company)
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
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| Summary of the objects of the charity set out in its governing document Summary of the main activities undertaken for the public benefit 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 benefit) |
The association exists to advance the education of pupils at William Gilbert Church of England Endowed School, in particular by: Fostering effective relationships between staff, parents, and others associated with the school; and Supporting the school through the provision of activities, facilities, and equipment that enhance pupils’ educational experience. |
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| The PTA continues to focus on providing resources and organising activities that support the school and its staff in delivering high-quality education. These contributions help to realise the school’s vision of maintaining a safe, inclusive, and healthy learning environment in which all pupils are encouraged to be happy, engaged, challenged, and inspired to develop as lifelong learners. |
Additional details of objectives and activities (Optional information)
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Voluntary Contribution
The association is supported by significant voluntary contributions from its members. The PTA is extremely grateful for the considerable time and effort dedicated by volunteers to the planning, organisation, and delivery of fundraising activities.
You may choose to include further statements, where relevant, about:
These contributions of time, skills, and commitment are essential to the PTA’s success and have enabled the association to achieve its objectives and provide meaningful support to the school.
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and performance
Summary of the main This has been an exceptionally strong year for the PTA, with total income achievements of the charity of £30,570 (18-month period 2023/24: £19,038), representing a significant during the year increase in fundraising activity and engagement. Net income from events increased by over 150%, reflecting both the success of new initiatives and the continued support of the school community. Two standout activities contributed significantly to this success. The return of the PTA Ball generated net income of £9,543, while the “2025 Challenge”, introduced in place of the traditional summer fayre, raised £4,714. The Christmas fayre also remained a key contributor, generating £2,239. These, alongside a wide range of regular activities, including uniform sales, discos, raffles, and seasonal events, demonstrate the breadth and resilience of the PTA’s fundraising programme. The introduction of a new digital platform, People’s Fundraising, enhanced the PTA’s ability to collect donations and manage ticket sales, contributing to improved accessibility and participation. Despite wider cost pressures affecting charities and schools, participation levels remained strong across all events, reflecting continued community support. Pre-loved uniform sales continued to grow, raising over £700 during the year, while also promoting affordability and sustainability for families. Funds raised are applied in furtherance of the charity’s objectives, with total expenditure (excluding fundraising costs) of £13,470 (18-month period 2023/24: £13,182). Spending was focused on supporting both the educational provision and broader school experience. Key areas of expenditure included: £7,707 towards the renovation of the playground green space, significantly enhancing the outdoor learning environment £2,940 in support of class trips, workshops, and enrichment activities, including drama and educational events Additional funding for school activities such as concerts, celebrations, and wider pupil experience initiatives The charity recorded a surplus of £7,002 for the year (18-month period 2023/24: deficit of £1,080), strengthening its financial position and enabling continued investment in future projects. At the year end, the PTA held cash balances of £17,009, comfortably above its preferred minimum reserves level of £5,000. This provides a strong financial foundation to respond to future funding requests from the school and to support upcoming initiatives and events. The PTA would like to express its sincere thanks to all volunteers, parents, and supporters whose time, energy, and commitment have made this highly successful year possible.
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Section E Financial review
Brief statement of the At the year end, the charity held cash reserves of £17,009, all of which charity’s policy on reserves are unrestricted funds. These reserves are maintained to ensure the association can meet planned expenditure in support of the school, including responding to specific funding requests and delivering agreed projects.
Reserves also provide working capital to enable the PTA to commit to future activities and fundraising events, including securing venues and covering upfront costs where required. The level of reserves is reviewed regularly by the committee to ensure it remains appropriate to the charity’s planned activities and objectives.
Details of any funds materially in deficit
N/a
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
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the charity’s principal sources of funds (including any fundraising);
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s)
E Longmore
Full name(s) Mrs E Longmore
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Position (eg Secretary, Chair, Treasurer etc) Date 22/05/2026
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William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025
| William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
William Gilbert Endowed School PTA Income and Expenditure Account Year Ending 31 August 2025 |
|---|---|---|---|---|---|
| Net Income Ball Christmas Fayre Mothers Day 2024 Lottery Christmas Cards Parents Christmas Presents Infant & Junior Discos Fathers Day Junior concerts Bridge the Gap -RESTRICTED FUND Mothers Day Quiz night Uniform Sales Bank interest Raffles & Comps Misc Income 2025 Challenge Summer Fayre Tough runner tuck shop Fathers Day 2024 Willy Gilly Bars Summer Fayre 2024 Less: Advanced income Total |
12 months £'s 2024/25 9,543 2,239 - 62 232 853 248 241 540 - 347 - 728 20 - 705 4,714 - - - - - - 20,472 |
18 months £'s 2023/24 2,247 3,284 157 204 217 403 372 296 340 - 264 230 980 13 219 536 - 1,678 - 316 289 2,594 (2,535) 12,102 |
Expenditure School Materials/Equipment Cross Curriculum Spend Computers & Devices Books/Library Chairs for hall Other Expenditure Jubilee Coins Class trips/workshops Sports equipment Green space rennovation NCPTA Membership Christmas Concerts/Parties Class spend Y6 Gifts Other equipment & expenditure Carnival Online safety workshops Misc Expenses Total |
12 months £'s 2024/25 859 - - - - 2,940 120 7,707 153 523 115 - - 314 - 740 13,470 |
18 months £'s 2023/24 6,457 - - - - 4,615 418 - 140 139 120 700 14 322 - 258 13,182 (1,080) |
| Surplus/(Deficit) Income | 7,002 | ||||
| Opening cash & bank balance Surplus/(Deficit) for the year Add: Advanced income recognised Less: Advanced income recognised Closing cash & bank balance |
12,254 7,002 (2,247) - |
10,798 (1,080) - 2,535 12,254 |
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| 17,009 | |||||
| William Gilbert Endowed School PTA Receipts and Payments Account Year Ending 31 August 2025 Receipts General Fund Fundraising Events Fundraising Events - restricted fund - BTG Lottery Bank Interest Sundry Income Less: Advanced income Total Receipts Payments General Fund Expenditure on Fundraising Events Expenditure - restricted fund - BTG Equipment & Materials for School Support for School Activities/Outings Sundry Expenditure Lottery Prizes Less: Advanced expenditure Total Payments General Fund Surplus (Deficit) Cash & Bank Deposits b/fw Cash & Bank Deposits c/fwd Statement of Assets Bank Current Account Bank Reserve Account Lottery Account Cash in Hand Net income on advance events Total |
12 months 18 months £'s £'s 2024/25 2023/24 29,600 24,997 - 1,000 245 1,037 20 13 705 536 - (8,545) 30,570 19,038 9,915 11,154 - 1,000 8,686 6,889 4,173 5,932 611 360 183 793 - (6,010) 23,568 20,118 7,002 (1,080) 9,718 10,798 16,721 9,718 13,520 9,553 2,645 687 - 1,808 845 205 (289) (2,535) 16,721 9,718 |
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