## **Long Crendon School PTA (Unincorporated Association) Charity Number: 801177 Annual Report for Financial Year 2022-23** 

## **Dates of Financial Year covered by this report** 

01 August 2022 - 31 July 2023 

## **PTA Officers** 

Chair: Lucy Morley _Co-opted August 2021, re-elected 16 November 2022_ Vice Chair: _Vacant_ 

Treasurer: Amelia Nash _Elected 16 November 2022_ 

Secretary: Lindsay Robinson _Elected 16 November 2022_ / Kristen Moorhouse _co-opted March 2023_ 

## **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 2022-23 Lucy Morley (PTA Chair)_ Amelia Nash (PTA Treasurer) Kristen Moorhouse (PTA Secretary) Adelyn Wise Tisiana Cavarzan 

## **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: 

1. develop more extended relationships between the staff, parents and others associated with the school; and 

2. engage in activities which support the school and advance the education and/or wellbeing of pupils attending it; and 

3. provide and assist in the provision of facilities for education and/or wellbeing at the school (not normally provided by the Local Education Authority). 

## **Public Benefit Statement** 

The trustees of Long Crendon School PTA confirm that they are satisfied that they have carried out their charity’s purposes for the public benefit, and have regard to the guidance issued by the Charity Commission on public benefit. 

## **This Year’s Fundraising** 

Total net Income raised from activities and donations during the 2022-23 financial year was £35,265 (see Table 1 for breakdown). 

2022-23 was another highly successful year for PTA events as outlined in Table 1. Funds were 

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also raised through the generosity of the parents and local businesses who gave donations. In particular the PTA received a significant parent donation to support the installation of a new school wi-fi system, and a grant from Heart of Bucks to support the build of an outdoor classroom for Forest School. The PTA Committee is immensely grateful to everyone who gave their time and money to support the PTA, particularly the organisers of events. 

## **This Year's Spend** 

In 2022-23 the PTA spent a total of £18,204. The single biggest spend was the deposit of the outdoor classroom, which totalled £3,944, with the second biggest spend on 8 new laptops for use by children with special educational needs, totalling at £2,035. 

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 2022-23 the PTA raised £35,265, incurred expenses of £140 and donated £18,204 to the school. 

Total combined funds in the PTA bank accounts at the end of financial year 2022-23 was £42,882. The PTA has committed £30,868 of funds in 2023-24 (see Table 3) including the annual £6,000 contribution towards the running of the school and £2,000 for ongoing working capital. As of 31st July 2023 there is therefore £12,014 of funds available to cover other expenditure. 

**Table 1: PTA Net Income from Fundraising Activities (after related expenses paid)** 

|**Events**||
|---|---|
|Quiz - Krendon Factor|£2,579|
|Summer Fete - July 2022|£157|
|Fireworks|£9,065|
|Pumpkin Sale|£81|
|Cake Sales x 5|£936|
|Apple Juice Sales - (Eco/FS)|£51|
|Christmas Cards|£179|
|Calendars|£1,297|
|Christmas Fair|£2,666|
|SHU|£382|
|Presents for parents|£229|
|Christmas Refreshments|£226|
|Disco x 2|£1,394|
|Disco Bingo|£1,996|



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|Preloved clothes sale|£406|
|---|---|
|Dress to express day|£164|
|**Other Income**||
|Online shopping donations|503|
|Regular donations|£1,492|
|UK Textile Recycling|£241|
|Parent Donor|£6,207|
|Grant|£5,000|
|Interest|£14|
|**Total**|**£35,265**|



## **Table 2: Spending Summary** 

|**Itempurchased**|**Cost to PTA**|
|---|---|
|Books for School and Class Libraries|£1,104|
|Swimming Pool Cover|£1,622|
|Refurbishment of Owl Lodge and Pathway|£361|
|Annual Donation FY 22/23|£6,000|
|Forest School - Whittling Knives|£46|
|Termly Allocation for Classes|£1,575|
|Design Technology and Art Materials|£216|
|Storage Box for Eco Club|£150|
|Pond Cover for Eco Club|£350|
|Teachers Wellbeing|£54|
|Y6 Leavers Gifts|£261|
|SnapScience Subscription|£486|
|Laptops for Sen Children x 8|£2,035|
|Outdoor Classroom|£3,944|
|**Total**|**£18,204**|



## **Table 3: Committed funds for 2023-2024** 

|Annual Donation to Long Crendon School|£6,000|
|---|---|
|Working Capital|£2,000|
|Maths Equipment|£1,000|
|Playground Equipment (Fisher German Donation)|£600|



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|Parent donation towards wi-fi|£5,019|
|---|---|
|PTA contribution towards wi-fi|£5,000|
|AV equipment for school hall|£4,894|
|Contribution towards outdoor classroom (incl. £5,000<br>Heart of Bucks Grant)|£6,056|
|Gardening club equipment|£299|
|**Total**|**£30,868**|



## **Plans for 2023/24** 

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 generate £6,000 as a minimum donation to the school as per the annual donation in previous years. 

2022/23 was an incredibly successful year for the PTA, with new events introduced to the adult social calendar, including the successful Krendon Factor Quiz and Disco Bingo. The Committee plans to continue to provide these events for the 2023/24 year, given the success of the previous year, alongside the main family orientated events such as fireworks and Christmas Fair, as well as the much loved school discos and cake sales for the children. 

2023/24 will see a number of large PTA purchases and upgrades for Long Crendon School, including the construction of the new outdoor classroom (supported by a grant from Heart of Bucks) a new, school wide, wi-fi system (supported by a generous parent donation) allowing access to network/ internet based learning resources throughout the school as well as an upgraded AV system for the school hall. 

2022/23 introduced a termly class allocation of funds, where £50 was given to each class to be spent on small supplies as needed (FS-Y6, Forest School and nurture.) This was seen as an asset and gratefully received by teachers, and the amount was increased to £75 per class towards the end of the year. This will continue to be provided for the 2023/24 year but will be reviewed on a continuous basis. 

The PTA will continue to advertise the Just Giving 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. 

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 or volunteer at a one-off event, or make a donation. 

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2022/23 was an exceptional year for fundraising, and it all comes down to the dedication of the parents, staff and students of Long Crendon School. The strong sense of community and desire to give the children the best support possible at the start of their academic journey, shines through in the support that the PTA has received over the past year. Thank you. 

## **Annual Report prepared by:** 

Kristen Moorhouse (PTA Secretary) Amelia Nash (PTA Treasurer) _Finalised November 2023_ 

## **Declarations** 

## **The trustees declare that they have approved the trustees’ report above.** 

## **Signed on behalf of the charity’s trustees** 

**Signature(s)** 

> **Full name(s)** Kristen Moorhouse 

**Position (eg** Secretary **Secretary, Chair, etc)** 

## **Date** 

8th November 2023 

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## **Independent examiner's report on the accounts** 

## **Section A                        Independent Examiner’s Report** 

**Report to the trustees/** Charity Name **members of** Long Crendon Parent Teacher Association **On accounts for the year** 31[st] July 2023 **Charity no** 801177 **ended (if any) Set out on pages** (remember  to include the page numbers of additional sheets) 

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2023. 

- **Responsibilities and** As the charity trustees of the Trust, you are responsible for the preparation **basis of report** 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 matters have **examiner's statement** come to my attention (other than that disclosed below *) in connection with the 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. 

* _Please delete the words in the brackets if they do not apply._ 

**Date:** 4.11.2023 **Signed:** ~~|~~ **Name:** Jennifer Williams ~~PC~~ **Relevant professional** ICAEW **qualification(s) or body (if any): Address:** 10 Bicester Road, Long Crendon HP18 9BW 

**October 2018** 

1 

**IER**