## **St James’s Primary School & Nursery Unit Parent Teachers Association (NIC 102545) Governed by Constitution adopted on 12 February 2015** ## **PTA Annual Report 2022/2023 (Financial Period: 1 September 2022 – 31 August 2023)** ## **Statement of purposes:** _**The purpose of the Association (the Purposes) is to advance the education of pupils in the school in particular by: developing effective relationships between the staff, parents and others associated with the school; engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils**_ **.** ## **The Trustees have had regard to the public benefit statutory guidance issued by CCNI.** ## **ANNUAL GENERAL MEETING** The PTA AGM was held on 3[rd] February 2022. On the retirement of Committee members, the following Committee members were elected: - Cathy Taylor (Chair) - Donal Sayers (Secretary) - Danielle McMillan (Treasurer) - Jennifer Keown - Elaine Daly - Breanda Clenaghan ## **EVENTS** ## **Movie Night** A Movie Night was held on Thursday 15[th] December 2022. This generated a lot of excitement amongst the pupils & uptake was very encouraging. There was a choice of six movies: Arthur Christmas, Frozen 2, Polar Express, Home Alone, Grinch and The Nativity. Tickets were £3 each which gained entry for the film of choice along with popcorn, a chocolate bar and sugar free cordial. Small profit of £122.34 generated but this was also whilst allowing for the purchase of six new CD/DVD drives which would be available for future movie nights as well as for use by the school. 1 ## **Valentines Disco** The Valentines Disco was held on Thursday 9[th] February 2023. This proved a popular event & the balloon drop garnered a very excited response from the pupils. We identified the need to limit the volume of the music for the younger children and also have ear defenders on standby as these were required for several children. A profit of £164.73 was generated. ## **Summer Fair** The return of the Summer Fair on Thursday 8[th] June 2023 was a resounding success, supported by pupils, their families, extended families and also some members of the local community. With a net profit of £1,294.61 it was our most successful fundraiser of the year. The BBQ was incredibly popular, selling out inside the first hour. We hope to make the fair an annual event and next year plan to keep a breakdown of the income from each individual activity so as to identify the higher performers etc. ## **OTHER MATTERS** ## **Charity Commission NI: Annual Monitoring** The PTA is very grateful to Ms Sinead Heath, who was appointed to provide an Independent Examiner’s Report for the purpose of annual monitoring submission ( _Constitution, clause 5.8.4_ ). ## **Parentkind** The PTA retains membership (which provides relevant insurance). ## **Santander** An issue with Santander was ongoing through the year, with the PTA effectively frozen out of the bank account. Currently, Santander will not speak with anyone who is not a signatory and Glengormley branch will not discuss the bank account with our treasurer, Jennifer Keown. The matter is being progressed and a formal complaint has been lodged. After a trip to Santander’s Belfast City Branch, some progress has been made and we are awaiting new forms to be completed to update our account mandate. ## **EXPENDITURE** In addition to items required for our fundraising events (including a new barbecue, six disc drives, PTA logo branding pad, etc.), the PTA purchased new PE equipment. In total, our expenditure for the year was approximately £1,095. ## **CONCLUSION** This was rejuvenated year for the PTA, giving parents some fresh insight to the benefits of having an active PTA at the school and hopefully encouraging their support for future events. 2 The PTA is as always very grateful to the parents and guardians, teachers, and all those who have contributed, for their support throughout the year. St James’s PTA Chair ## _**Financial position at end of Financial Period:**_ **Total Cash Funds £4,854.75.** 17 King’s Walk Newtownabbey County Antrim BT37 0AS Trustees at date of approval: Cathy Taylor, Donal Sayers, Jennifer Keown, Bridgeen Cromwell, Breanda Clenaghan, Danielle Bergin, Ryan Farrell. (See AGM details above for other individuals who served as trustees during the year.) Approved: Signed on behalf of Trustees: Dated this 30[th] day of June 2024 3