1. Presentation by the PTA 12 OCTOBER 2016
PTA AGM
Presentation by the PTA
12 OCTOBER 2016

2. Welcome
Treasurer’s Yearly Update

3. Beatrix Potter School PTA Treasurer’s Yearly Update
Alex Coburn
12th October 2016

4. 2015/ 2016 Highlights - £18k raised by PTA from events Year in Numbers
Plus £3.5K contributed from Sponsorship
Over £3K generated from Gift Aid
£15.3K donated to school
Y6 ran a tuck shop and bought Leavers’ hoodies for whole class

5. Donations made to School
Comments:
2013/14 – Specific donations for Playground equipment from specific event
2015/16 - £15,389
2014/15 - £21,675
2013/14 - £47,620
2012/13 - £22,497

6. Donations Detail Dance, drama, tennis, sport £5900
Poet in residence (50% PTA donation)
£1300
Mathletics (50% PTA donation)
£1700
Author visit
£350
Circus skills day
£394
Polka theatre visit
£1000
World book day gift books
£1900
Maths equipment
£500
Book “refresh”
Outdoor table-tennis table
£535
Misc.
£1660

7. How Money was Raised Profit from events £18k
Sponsorship : KJST and Young’s £3.5K
Council donations: £1.45k
Voluntary Contributions £3.0K
Gift Aid £3K

8. Key Fund Raising Events*
2015/16
2014/15
2013/14
Auction of Promises
£17,800
Summer Fair
£9.2k
£7,014
£6,257
School Discos
£1.7k
£1,595
£1,766
Movie nights
£830 £0
Xmas Events
£4.3k
£3,395
£2,929
Beer festival
£1.4k
Quiz Night
£895
£671
£1,009
*Draft numbers

9. Fund raising analysis: the balance between profit and time required
“Easy” activities raise less cash
Abel and Cole
Flock funds
Profitable fund raisers
Summer Fete
Movie nights
Beer fest
Parents’ party
KS1 and KS2 disco
Cake sales
Sponsorship

10. Voluntary Contribution Scheme
Run by BP School Governors
Administered by treasurer. Donors and amounts are confidential and not known to anyone other than treasurer.
To raise funds to enrich the children of Beatrix Potters School’s life and providing activities which are otherwise outside the curriculum.
Donation timing and amount is up to the donor
To join, complete the standing order form on the school website, under ‘Our School’

12. Charity Giving - Gift Aid
If the donor pays UK tax, then an signing a gift aid form allows the PTA to claim an additional 25% from HMRC.
[A higher rate taxpayer can put this on their annual tax return form to obtain additional tax relief]
GASD for small cash donations as long as nothing is received in return
Allows gift aid style reclaim of 25% on up to £5,000

13. Matched Funding
Charitable giving scheme available to employees of large organisations eg Barclays, Morgan Stanley, Citi, Unilever, Deutsche Bank
Match money raised for charity eg running marathon, offer time
Volunteer days – work in the school, give time eg plant flowers, painting, playground construction
Does anyone work for a large organisation?

14. This Year’s Expected Spend
Running Costs
Tennis
Dance/Drama £2.6k actual PE
Magician / entertainer Joshua Siegal £2240

15. 2015/ 2016 Conclusion Positives 2015/16 was a bumper year for events.
We are now less reliant on the Fete, but it’s still a cash-cow .
School Movie nights are profitable but require time.
The Tuck Shop is self-sustaining.
Points To Address
Sponsorship – we need to identify new “big” corporate sponsors.
Voluntary contributions are down.
We are all time-poor; the most profitable events take the most organisation. “Commission” fund raising (Abel &Cole, Flock funds) is less profitable than entertainment events (Discos, Beer-fest, Fete).

16. Beatrix Potter School PTA chair
Sarah Sheehan
12th October 2016

17. Join in Co-chair, deputy chair, secretary, treasurer. Committee Roles
Class Reps, PTA fundraising projects, Ad Hoc.
What can you offer the teachers, parents, or the children?
Committee Roles
Other PTA Roles
Skills
Contact

18. Committee 2016/2017 Propose Scott Beckford and Maxine Ellington
Confirm re-election of Alex Coburn
Co-chairs
Secretary
Treasurer

19. EVENT DATES Friday 23rd September MacMillan Coffee and Cake Sale
pm in the hall Second Hand Uniform Sale
Wednesday 12th October PTA AGM
pm in the hall What we raised and how we spent it
Friday 11th November DISCO! (and parents bar!!)
pm in the hall KS2 (Years 3, 4, 5, 6)
DATE CHANGE!
Saturday 26th November Winter Wonderland &
pm playground / hall Christmas Market

20. EVENT DATES DATE CHANGE! Friday 2nd December Parents Christmas Party
pm in the hall book the babysitter now!
Friday 13th January Quiz Night
in the hall Mr Neale’s legendary brain-buster
Friday 3rd February DISCO!
pm in the hall KS1 (Nursery, YR, Y1, Y2)
Friday 3rd March Race Night
pm in the hall Details coming soon …
Saturday 24th June Summer Fete
pm playground / hall

21. Questions?

22. Thank you