Long Crendon School PTA Annual Report for Financial Year 2021-22
Dates of Financial Year covered by this report
01 August 2021 - 31 July 2022
PTA Officers
Chair: Lucy Morley Co-opted August 2021, elected 16 November 2021 Vice Chair: Vacant
Treasurer: Tisiana Cavarzan since February 2020, re-elected 16 November 2021 Secretary: Adelyn Wise since March 2020, re-elected 16 November 2021
PTA Trustees
The role of trustees is to ensure the PTA operates correctly. Trustees can be parents, staff, or members of the community. Please contact the Secretary at longcrendonpta@gmail.com if you are interested in becoming a Trustee.
Named Trustees during the Financial Year 2021-22 Polly Quinton (Headteacher) Tisiana Cavarzan (PTA Treasurer) Adelyn Wise (PTA Secretary)
The Purpose of the PTA
As written in its Constitution V4.0 effective 16 November 2021 the Long Crendon School PTA exists to advance the education and wellbeing of the pupils in the school in three ways:
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develop more extended relationships between the staff, parents and others associated with the school; and
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engage in activities which support the school and advance the education and/or wellbeing of pupils attending it; and
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provide and assist in the provision of facilities for education and/or wellbeing at the school (not normally provided by the Local Education Authority).
Please note: a revision to the Constitution was approved at the PTA’s Annual General Meeting (AGM) on 16 November 2021. The major amendment to this version updated the purpose of the PTA to advance the wellbeing of the children, in addition to their education. This update to the Constitution also incorporated numerous minor administrative changes to the text. The update to the Constitution dated 16 November 2021 has been notified to the Charities Commission.
This Year’s Fundraising
Total net Income raised from activities during the 2021-22 financial year was £22,048 (see Table 1 for breakdown).
After the significant disruption to event-based fundraising caused by the COVID-19 pandemic in 2019-20 and 2020-21, the PTA was able to run several highly successful events in 2021-22 as outlined in Table 1. Funds were also raised through the generosity of the parents and local businesses who gave donations. The PTA Committee is immensely grateful to everyone who gave their time and money to support the PTA, particularly the organisers of events.
In early 2021 the PTA signed up for the Virgin Money Giving online platform to collect regular
donations. This rapidly became a successful method of fundraising for the PTA, particularly during COVID-19 disruption when in-person events could not take place. On 30 November 2021 the entire Virgin Money Giving platform closed down, which was extremely frustrating for the Committee as it was not communicated that the service might not be available long-term when the PTA set up its account earlier in the year. In 2022 the PTA Officers selected the Just Giving platform as a replacement for Virgin Money Giving, and this new service went live to collect donations in June 2022.
This Year's Spend
In 2021-22 the PTA spent a total of £15,872. The single biggest item of expenditure was for Playground and Sports Equipment which totalled £2,902.
As every year, the PTA donated £6,000 to the school for purchase of books, equipment, software and other resources at the discretion of the Senior Leadership Team. Several other significant purchases were made for the school and its pupils in this period (Table 2).
Financial Summary
In 2021-22 the PTA raised £22,048, incurred expenses of £186 and donated £15,686 to the school.
Total combined funds in the PTA bank accounts at the end of financial year 2021-22 was £25,911. The PTA has committed £12,847 of funds in 2022-23 (see Table 3) including the annual £6,000 contribution towards the running of the school and £2,000 for ongoing working capital. As of 30 September 2022 there is therefore £13,064 of funds available to cover other expenditure.
Table 1: PTA Net Income from Fundraising Activities (after related expenses paid)
| Fundraising Activity | Income |
|---|---|
| Calendars | 1,214 |
| Disco x 2 | 1,296 |
| Fireworks | 7,860 |
| Christmas Grotto/Fair | 2,456 |
| Tote Bags | 1,218 |
| Summer Fete | 819 |
| Online ShoppingDonations Amazon Smile/EasyFundraising | 893 |
| Regular Donations/Gift Aid | 3,219 |
| MyArt Project | 100 |
| Business Donations | 600 |
| Cake/Ice LollySales | 596 |
| Second Hand Uniform | 950 |
| UK Textile Recycling | 255 |
| Other Income | 378 |
| Year 6 Production - Refreshments | 195 |
| Interest | 0 |
| Total | 22,048 |
Table 2: Spending Summary
| Table 2: Spending Summary | |
|---|---|
| Itempurchased | Cost to PTA |
| Annual Donation | 6,000 |
| Playground/Outdoor Equipment | 2,902 |
| Year 3 Blinds | 474 |
| Bug Club Phonics | 2,143 |
| Canteen Sound Insulation | 1,842 |
| iPads | 845 |
| Rothschild Reading Project | 400 |
| Y6 Leavers gifts | 255 |
| Snap Science | 540 |
| Atlases | 285 |
| PTA General Expenses | 186 |
| Total | 15,872 |
Table 3: Committed funds for 2022-2023
| Table 3: Committed funds for 2022-2023 | |
|---|---|
| Item | Cost to PTA |
| Annual Donation Commitment 2022-23 | 6,000 |
| WorkingCapital | 2,000 |
| Shed | 285 |
| Maths resources | 1,000 |
| Y6 Leavers Gifts | 212 |
| Pool Cover | 1,500 |
| Playground Equipment | 600 |
| Owl Lodge Refurbishment for Forest School | 310 |
| PettyCash for Teachers | 450 |
| Just GivingDonation - Books | 490 |
| Total | 12,847 |
Plans for 2022-23
The School continues to be severely underfunded by the county Council, and without financial help from the PTA the school would not be able to provide the education and support to the children that it does. Therefore the PTA’s fundraising efforts continue to be essential for the school. The PTA is committed to continuing to provide the annual donation of £6,000 as in previous years.
After the significant disruption to running events in 2019-20 and 2020-21 caused by the COVID-19 pandemic, the PTA ran several highly successful fund-raising events in 2021-22. The Committee hopes to continue and build on this success in 2022-23.
Towards the end of the Financial Year 2021-22 the PTA registered with the Just Giving platform to collect regular donations. The PTA will continue to advertise this platform to new and existing parents with the aim of establishing a consistent fundraising stream through the year that is not dependent on its ability to run in-person events.
Historically the PTA has allocated funds through receipt of Funding Request Forms from school staff, which led to inconsistent distribution of funding across the school and a lack of long-term strategy in allocating funding. In September 2022, with the arrival of Mrs Quinton as Headteacher, the PTA moved towards a system of receiving a list of funding priorities from the school once or twice a term. This list was compiled by the Senior Leadership Team and relevant Subject Leads and requested items that they felt would provide the maximum benefit to the children. However this had the unintended effect of restricting teachers’ access to the PTA budget for smaller items and limiting the availability of funds for class-specific resources.
Following the arrival of Miss Cook as interim Headteacher in April 2022 and as permanent Headteacher from January 2023, the PTA aims to strike a balance between the two methods of allocating funding outlined above. It is hoped that this will allow the PTA to fund larger strategic initiatives in the school, as well as providing smaller amounts of money to meet the needs of specific classes.
The PTA would be delighted to hear from any parent who is interested in taking on a role on the PTA Committee. Nominations to the Chair, Vice-Chair, Treasurer and Secretary, plus any Ordinary members to the Committee would be welcome by email to longcrendonpta@gmail.com.
Thank you
The PTA is grateful for every contribution, large and small, that helps our school and its children succeed. All help is welcome and valued, whether you can volunteer to join the Committee, offer your expertise, support a one-off event, or make a donation.
As we continue to seek a return to normal following the disruption of the pandemic, we wish to thank everyone who has made a contribution this year, of every kind. The money raised makes a real difference and helps to support the children into the future.
Annual Report prepared by:
Adelyn Wise (PTA Secretary) Tisiana Cavarzan (PTA Treasurer - Outgoing) Amelia Nash (PTA Treasurer - Incoming) Finalised 08 November 2022
Long Crendon School PTA Income Expenditure Account
1st August 2021 - 31st July 2022
INCOME
Expenditure
| Income from Events Calendars Disco_Oct 2021 Fireworks Christmas Grotto Disco_May 2022 Ice Lollies Sales Tote Bags Summer Fete Other Income Amazon Smile Gift Aid Regular Donations Business Donations Easy Fundraising Interest Cake Sales Second Hand Uniform UK Textile Recycling Refreshments _Y6 Production Other Income Total Income Balances as at 1st August 2021 Current Account Deposit Account Donations Account PTA 100 Club Account Petty Cash Cash To Be Banked |
1,214.00 975.80 11,711.96 3,066.58 941.10 482.00 2,460.00 897.50 |
Expenditure Disco_Oct 2021 Fireworks Christmas Grotto Disco_May 2022 Ice Lollies Expenses Tote Bags Expenses Summer Fete Expenses 21,748.94 Purchases for School Playground/Sports Equipment Rothchild Reading Project Y3 Blinds Bug Club Phonics Canteen Sound Insulation Ipads Y6 Leavers Snap Science Atlases Annual Donation Other Expenditure 6,809.96 General PTA Expenses VirginGiving Registration & Transac Parentkind Annual Fee Lottery License 28,558.90 Total Expenditure Balances as at 31st July 2022 Current Account Deposit Account Donations Account PTA 100 Club Account Petty Cash 19785.15 Cash To Be Banked 48,344.05 |
292.94 3,852.00 610.69 327.89 86.90 1,242.34 78.95 |
6,491.71 15,685.99 205.61 22,383.31 25,960.74 |
|---|---|---|---|---|
| 197.74 548.36 2,690.74 600.00 694.83 0.34 200.50 950.00 254.70 195.25 477.50 |
2,902.35 400.00 474.00 2,142.98 1,842.40 844.55 255.00 540.00 284.71 6,000.00 |
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| 50.00 t 19.61 116.00 20.00 |
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| 15,973.10 1,310.47 1,939.92 466.66 45.00 50.00 |
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| 21,271.05 1,310.59 1,940.14 211.66 53.50 1,173.80 |
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| 48,344.05 |
I can confirm that the above accounts have been prepared from the books of Long Crendon School Parent Teacher Association
_____ ____ Tisiana Cavarzan Date
9/08/2022
CHARITY COMMISSION FOR ENGLANO AND WALES Independent examinerfs report on the accounts Section A Independent Exarniner's Report Report to the truste0•1 members of Long crlon School Parent Teacher A$sOallOn On accounts for the year end 31° July 2022 Charlty no Ilf any) 801177 Set out on pago8 I report to the Iruslees on rny examination of the accounts of the above charity (Ihe Trust") for the year ended 31107 12022. Responslbllltles and basls of report As the charitys trugtees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 Ilhe Act'i. I report in respect of my examination of tho Trust's accounts carried out undèr section 145 of the 2011 Act and in carying out my examination, I have followed all the applicab Direction$ given by th& Chanty Commission under section 145(5llbl of the Act. Independent I have completed my examination. I confirni that no matenal matters have examin•rf8 8tatemont come to my attention in connection wrth the examinats'on which gives me cause to believe that in, any material respect.. the accounting records were not kept in accordance with section 130 of the Chanties Act. or the accounts dKI not accord Mth the accounting CordS.. or the aGGounts did not comply wth the applicable requiremenls conceming the fom and content of accounts sel out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 'true and fair, view which is not a matter eonsKlered as part of an independent examination. I have no conorns and have come across no other matters in connection with the examinats'on to which attention should be drawn in this report in order lo enable a proFer understanding of the accounts lo be reached. Signod: Dat•: 2011012022 Name: Amelia Nash Relevant profo88ional qualificatlon($l or body (If any): ICAP4V Addr•ss: 30 Elm Trees. Lorvj Crendon. Buckinghamshire. HP18 9DF IER O¢t 2018