UPTON HEATH PTA
The charity helps to develop effective relationships betwen the staff, parents and others associated with Upton Heath C of E Primary school. They engage in activities especially fundraising to help provide the school with equipment or facilities to support the education of the pupils.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased from £9,232 to £7,252 due to a net expenditure of £1,980 against income of £40,430. The balance sheet shows net assets equal to cash at bank, with no borrowings or restricted funds reported. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Risk management
- Safeguarding policy and procedures
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- Jennifer Margaret Octigan
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £40k | £42k |
| 31/08/2024 | £20k | £32k |
| 31/08/2023 | £22k | £29k |
| 31/08/2022 | £14k | £9k |
| 31/08/2021 | £4k | £6k |
Common questions
Is UPTON HEATH PTA financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £9,232 to £7,252 due to a net expenditure of £1,980 against income of £40,430. The balance sheet shows net assets equal to cash at bank, with no borrowings or restricted funds reported. The independent examiner confirmed that accounting records were kept and financial statements accorded with those records. Its FY2025 accounts were independently examined.