1. Beatrix Potter School PTA
Annual General Meeting
October 11th 2018
Treasurer’s Update
Renata Kostrzewa

2. Treasurer’s Highlights 2017/2018
In total £34k raised with fundraising events bringing £20k.
Main contributor for the year was Sponsorship which includes
Employer Matched Donations: £3.2k
Small Businesses Sponsorship for the Fete: £2.3k
Recurring Donations via Voluntary Contribution Scheme of £1.8k
Carter Jonas – additional £3.3k donation via BP House Fee Scheme on top of fixed sponsorship of £3k per annum.
Increased school funding and expenditure by 43% compared to prior year via purchase of Google Chrome Books, VR Sets, table tennis and picnic tables for the outside.
Y6 Tuck Shop’s profit fully covered BP Leaver’s hoodies
Added option of Card Payments (contactless & pin) via iZettle.

3. PTA Fundraising Activities

4. PTA Fundraising – Fete 2018

5. PTA School Funding

6. PTA Charity Financial Review
BP PTA is a registered charity with the Charity Commission for England and Wales (Charity Number: )
An annual review of PTA accounts is performed via Independent examiner
Independent Examiner’s report on the accounts as well as Report of the Trustees are filed with the Charity Commission each year.
Financial Review from past few years highlighted expectations for the PTA to materially increase spending over the coming few years.

7. Projects under way… Outdoor areas reconstruction and modernization
Redevelopment of the old climbing frame area (by Magdalen Rd) into a space usable for outside learning.
Estimate cost of £20k.
Additional sports and IT equipment (estimated cost of £10k.)
BP use of the Openview playing fields
Research on prior agreements with the Council regarding BP School right to use Openview Playing fields.
Negotiations of formal agreement with ADT

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

9. Charity Giving – GIFT AID
If the donor pays UK tax, then a 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
Gif Aid SD for small cash donations as long as nothing is received in return
Allows gift aid style reclaim of 25% on up to £5,000
BP PTA Charity Number:

10. Employer 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?

11. PTA Contact Details Beatrix Potter School Parents Teachers Association
BP PTA Treasury
Carter Jonas House Sale Scheme for BP
Beatrix Potter School PTA works in partnership with real estate agents Carter Jonas who support us financially with sponsorship, donations and % of their fees for any property sold by a BP parent through their office. For more information the PTA at