BEATRIX POTTER PRIMARY SCHOOL PARENT TEACHER ASSOCIATION
Running fund raising events throughout the academic year and making funds available for the school for specific purposes approved of by the PTA
Objects
TO ADVANCE THE EDUCATION OF PUPILS AT THE SCHOOL BY PROVIDING AND ASSISTING IN THE PROVISION OF FACILITIES FOR EDUCATION AT THE SCHOOL (NOT NORMALLY PROVIDED BY THE EDUCATION AUTHORITY).
Financial health, per its FY2025 accounts
The accounts state that the charity generated an operating profit of £9,524.75 for the year ended 31 August 2025, bringing its total unrestricted reserves (cash) to £57,606.30. The trustees consider reserves between £20,000 and £30,000 to be sufficient, meaning the charity holds reserves significantly above its stated policy target. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints policy and procedures
- Engaging external speakers at charity events policy and procedures
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- 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
- Rachel Tysonchair
- Elizabeth Bibby
- Graeme McMillan
- Katherine Simmonds
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £77k | £68k |
| 31/08/2024 | £72k | £98k |
| 31/08/2023 | £49k | £50k |
| 31/08/2022 | £59k | £75k |
| 31/08/2021 | £37k | £22k |
Common questions
Is BEATRIX POTTER PRIMARY SCHOOL PARENT TEACHER ASSOCIATION financially healthy?
Per its FY2025 accounts: The accounts state that the charity generated an operating profit of £9,524.75 for the year ended 31 August 2025, bringing its total unrestricted reserves (cash) to £57,606.30. The trustees consider reserves between £20,000 and £30,000 to be sufficient, meaning the charity holds reserves significantly above its stated policy target. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were independently examined.