Long Crendon School PTA (Unincorporated Association) Charity Number: 801177 Annual Report for Financial Year 2023-24 Datss of Financial Year covered by this report 01 August 2023 - 31 July 2024 PTA Officers Chair: Lucy Morley Ctropt8d August 2021. re-elected November 2023 Wi Chair.. Vacant Treasurer: Amelia Nash Elected 16 November 2022 Secretary.. Kristen Moorhouse Elected November 2023 PTA Trustees The role of trustees is to ensure the PTA operates correctly. Trustees can be pants, staff, or members of the community. Please contact the Secretary at lon crendon ta mail.com if you are interested in becoming a Trustee. Named Trustees dunng the Financial Year 202>24 Lucy Morley (PTA Chair) Amelia Nash (PTA Treasurer) Kristen Moorhouse (PTA Secretary) Adelyn Wise Laura Stoker The Purpose of the PTA As written in its Constitution V4.0 effective 16 November 2021 the Long Crendon School PTA exists to advan 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 andlor wellbeing of pupils attending it; and 3. provide and assist in the provision of facilrties for education andlor 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 benefrt, and have regard to the guidan issued by the Charity Commission on public benefft. Thls Yearfs Fundraising Total net Income raised from activities and donations during the 2023-24 financial year was £24,453 (see Table 1 for breakdown). 2023-24 was another successful year for PTA events 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. This Yearfs Spend In 2023-24 the PTA spent a total of £34.819 The single biggest spend was a contribution towards upgrading and extending the Wi-Fi across the whole school, which totalled £10.019. As every year, the PTA donated £6,0 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 The bank balan at the start of the 2023124 financial year stood at £42,882. During the year, the PTA raised a total of £24,453. incurred expenses of £153 and donated £34,666 to the school. Total combined funds in the PTA bank accounts at the end of financial year 2023-24 was £32,517. The PTA has committed £10.957 of fijnds in 2024-25 (see Table 3) including the annual £6.000 contribution towards the running of the school and £2,000 for ongoing working capital. As of 31 st July 2024, there is therefore £21,560 of funds available to cover other expenditure. Table 1: PTA Net Income from Fundraising Activities (after related expenses paid Net Event Income Second Hand Unrform Sales 580 KrBndon Factor 2. 0 2,325 FirewOS 7,697 Cake Sale October 315 Chnstmas Fair 2,597 Chnstmas Cards 103 Calendars 1,342 Refipshments at Christmas performances 397 Presents for Parents 148 Disco - Feb 1,006 Disco - June 668 Cake Sale Feb 256 Disco Bingo 3, 148
Cake Sale April 218 Cake Sale May 229 Sports Day Refreshments 284 Y6 Play Refreshments 300 Other Income Regular Donations - easy fundraising 421 Regular Donations-Just Giving 924 Easy Fundraising- Online Shopping Donation 138 UK Textile Recycling 297 Parent Donor 19 GTrnt- Rectory Foundation 1,000 Intsrest 41 Total 24,453 Table 2: Spending Summary Purchases Maths equipment 756 Annual contribub.on - ICT & Curriculum Enhancement {Enrichment Days to Support Class Topics) 6,000 V-FI Upgrade and Extension 10,019 Outdoor Classroom 5,916 Gardening Club Spades & Equipment 206 Autumn temi - Class Allocations for Leaming Materials 750 Tie Dye Materials 66 National Trust Educational Membership 117
Aud Visual Equipment for the Hall 4,749 NatNity CoStUffS 86 Happy Puzzle Company (Maths and Science Puzzles) 167 Foundab'on Stage Trampoline 100 S- Playground Games 472 Bug Club Annual Subscription to Online Books ParentKind Membership Fee 153 Direct to School Funds - Refreshments at KS2 Chnstmas Performance 200 Spring Temi - Class Allocations for Leaming Materials 750 Space Dome Visit for lfithole School 541 Art & DT equipment- Y6 222 Materials for STEM Day - Wnole School 74 Bug Club physical books 539 Y6 Leavers Hoodies 509fi Contn'bution 240 Sumrrer Tem - Class Allocations for Leaming Materials 750 Incubator and 6 fertile eggs for FS 221 Snap Science Subscription 432 Y6 Leavers Photos 133 Sunshades for Vthole School 414 Mind Workshop for Y6 100 Y6 Party Contribution 150 Total 34,819
Table 3: Committed funds for 2024-2025 Commltmonts brking Capital 2,000 Fisher German - for playground equipment 128 Jenga maker- SENCO 22 Eco Club monies (apple Jul and bags) 55 Annual commitment for FY24125 6.000 Gardening Club Equipment 93 Xylophone beaters and music whiteboards 300 Y6 Production 330 Safety radios 600 Viking themed materials for artlDT 60 Blinds for Library & Year 5 Classroom 1,279 Foundation Outside Area 90 Total 10,957 Plans for 2024125 In 2023124. signrficant purchases were made to support the leaming environment, including a W- Fi system upgrade, AV equipment for the hall. and the construction of a new outdoor classroom, partially funded by a donation from Heart of Bucks. The PTA continued to support resources for classrooms by donating a temily allowance and this will continue in the 24125 academic year rf funds allow. Following the recent Otsted inspection, the school is commttted to ongoing improvement and recognises the need for refomi in the reading curriculum. Accordingly, the Long Crendon School senior leadership team has requested funds and support from the PTA for the 2024125 academic year to aid in this endeavour. The PTA will also endeavour to support Long Crendon school with other enhanced leaming opportunities for the 24125 academic year as requested by the school, for example the space dome and similar activities. Several fundraising events are aladY planned for the 24125 academic year, induding the annual fireworks display, quiz night and Christmas Fair, as well as the usual cake sales and school
discos. The PTA will continue to advertise the Just Giving platfonn 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 trustees would like to thank all the dedicated PTA committee members, event sub- committee members, parents, and volunteers who have contributed their time and efforts this year. Wrthout your support, our events would not have been possible, and we would never have been as successful in achieving our goals of supporting the school and enhancing the educational experience for our children. We also extend our gratrtude to the school staff who have been instrumental in our activities. We look forward to another fantastic year of community spirit. Annual Report prepared by: Kristen Moorhouse (PTA Secretary) Amelia Nash (PTA Treasurer) Finalis8d January 2025 Declarations The trustses declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full Name(s) Kristen Moorhouse Amelia Nash Position (e.g Secretary. Chair, etc.) Secretary Treasurer Date 0710212025 0710212025
117T Recei and nts accounts CC16a 1 Soction A Receipls and paymenls TotslkndB Irrtv J12 V> 157 416$ S%* 1410 1$3 PT& IQ Av 47 tro 4Tr rt&TrT 74 trFS Ico IT J1244
Section B Statement of assets and liabilities at the end of the period UnrestTlCteil Resthcted funds fM•t£ Endowment ftsnds B1 Cash fvnth 32,517 Endowm•nt funds fun to nMrt£ funds torth•rwl£ WA C••¢ I¥th) WA BS Liabilitles WA Date of 0710212025 CCXX R1 ISSI
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Long Crendon School Parent Teacher Association On accounts for the year ended 31°, July 2024 Charity no (if any) 801177 Set out on pages 1and2 I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 3110712024. 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. I have completed my examination. I confirm that no material matters have 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 Independent examiner's statement I have no concems 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. Signed: Date: 1510212024 Name: Tisiana Cavarzan Relevant professional qualification(s) or body (if any): CPA, CA (Ontario, Canada) Address: 5 Burts Lane Long Crendon HP18 9AJ IER October 2018
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. IER October 2018