Trustees. Annual Report for the period Period start date Period end date From To Section A Reference and administration details Charity name Wolfson Hillel Primary School PTA Other names charity is known by Registered charity number (if any) 1015308 Charity's principal address 154 Chase Side Southgate London Postcode N144LG Names of the charity trustees who manage the charity Datos acted if not for whole ear Trustee name Offlco (if any) Namè of person (or body) entltled toa olnt trustee ifan Samantha Nash Nicole Barnett PTA PTA Nicola Levitt PTA 10 12 13 14 15 16 17 18 19 20 Names of the trustees for the charity. if any, (for example, any custodian trustees) Name Dates acted if not for whole ear TAR March 2012
Names and addresses of advisers (Optional information) e of adviser Name Address Name of chief executive or names of senior stsff members (Optional infomiation) Section B Structure, overnance and mana ement Description of the charity's trusts Constitution Type of governing document lèg. trust deed. Lonstitulio How the charity is constituted Association Trustee selection methods Elected by PTA Members i ¥ Jl . VvI)IT IL Vy, U Additional governance issues {Optional infomiation You may choose to include additional information, where relevant, about: policies and procedures adopted for the induction and training of trustees., the charity's organisational structure and any wider network with which the charity works., relationship with any related parties., trustees, consideration of major risks and the system and procedures to manage them. Section C Ob"ectives and activities 1. Raise money for Wolfson Hillel Primary School 2. Organise and help fund school events 3. Support faith based events 4. Organise social events for the school Summary of the objects of the charity set out in its governing document TAR March 2012
The Charity organises various fundraising activities for the whole school community to enjoy, extending to the parents, family and friends of the pupils. The funds are utilised by the school and PTA for the benefit of the children, in all aspects of their education and enrichment of their school lives. The Charity helps organise and fund religious, sporting and social events for all Children at the school to participate in. The trustees confirm that in deciding what activities the Charity should undertake and assist with funding, they have complied with the duty in Section 4 of the Charities Act 2006 to have due regard to public benefit guidance as published by the Charity Commission. Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit) Additional details of objectlves and activities (Optional information> You may choose to include further statements, where relevant, about.. policy on grantmaking. policy programme related investment., contribution made by volunteers. TAR March 2012
Section D Achievements and performance Summary of the main achievements of the charity during the year The Charity continued with another successful year, more so than the last, particularly thanks to some unexpected sizeable donations as well as income from activities increasing. However, with costs increasing in general, the Charity found that costs of events and fundraising also increased, which meant that the year was not as successful as it could have been. Total receipts for the year were just over £99,000, again, Grandparents and Special Friends Day and the Annual Summer Fair being the primary earners, although costs for these two events were higher than previous years and so the impact of their success was hit. Other general fundraising - from sale of second-hand uniform, sale of challah, the supper quiz and voluntary donations saw an uptick in amounts. Total payments came in substantially higher this year at around £61,000, largely due to an increase in costs in general for events and for items being sold to make a small profit. However, the biggest increase was in donations and contributions to the school for items to enrich the education of the pupils at the school, which increased by around £12,000. We also found that some of the items that we might have received as donations towards the summer fair andlor other events had to be paid for this year but can be attributed to companies reducing their Gharitable spend. TAR March 2012
Section E Financial review Brief statement of the charity's policy on reserves Detsils of any funds materially in deficit Further financial review details (Optional infomiation) You may choose to include additional information, where relevant about.. the charity's principal sources of funds (including any fundraising). how expenditure has supported the key objectives of the charity. investment policy and objectives including any ethical investment policy adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(sl Position {eg Secretary, Chair, etc) Trustee Date U-re. 15 TAR March 2012
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|---|---|---|---|---|---|---|---|
|Wolfson Hillel Primary School PTA|1015308|
|Receipts and payments accounts|CC16a|
|For the period|01/09/2023|31/08/2024|
|To|
|from|
|ee|ee|ee|
|Section A Receipts and payments|
|Unrestricted|Restricted|Endowment|
|Total funds|Last year|
|funds|funds|funds|
|to the nearest £|to the nearest £|to the nearest £|to the nearest £|to the nearest £|
|A1 Receipts|
|Fundraising Events|34,153|-|-|34,153|31,480|
|Sale of Goods|39,492|-|-|39,492|5,609|
|Contributions & Donations|25,027|-|-|25,027|15,589|
|Gift Aid on Donations|-|-|-|-|-|
|Bank Interest|-|-|-|-|-|
|Misc|372|-|-|372|292|
|-|-|-|-|-|
|-|-|-|-|-|
|Sub total|(Gross income for|
|AR)|[ 99,044 ]|-|-|99,044|52,970|
|A2 Asset and investment sales,|
|(see table).|
|-|-|-|-|
|-|-|-|-|-|
|Sub total|-|-|-|-|-|
|Total receipts|99,044|-|-|99,044|52,970|
|—===|==|
|A3 Payments|
|Fundraising Events|20,363|-|-|20,363|15,593|
|Sale of Goods|25,616|-|-|25,616|18,030|
|Contributions & Donations|15,132|-|-|15,132|3,598|
|Misc|372|-|-|372|1,337|
|-|-|-|-|-|
|-|-|-|-|-|
|-|-|-|-|-|
|-|-|-|-|-|
|-|-|-|-|-|
|Sub total|[ 61,483 ]|-|-|61,483|38,558|
|A4 Asset and investment|
|purchases, (see table)|
|-|-|-|-|
|-|-|-|-|
|Sub total|[ - ]|-|-|-|-|
|————|Total payments|61,483|-|-|——|61,483|38,558|
|Net of receipts/(payments)|37,561|-|-|37,561|14,412|
|A5 Transfers between funds|-|- -|-|-|
|A6 Cash funds last year end|-|- -|-|-|
|Cash funds this year end|SS]|37,561|-|- 37,561|S54|14,412|
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CCXX R1 accounts (SS)
28/06/2025
1
Section B Statement of assets and liabilities at the end of the period
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||||||
|---|---|---|---|---|
|Unrestricted|Restricted|Endowment|
|Categories|Details|funds|funds|funds|
|to nearest £|to nearest £|to nearest £|
|B1 Cash funds|Barclays Bank|104,000|-|-|
|-|-|-|
|-|-|-|
|Total cash funds|104,000|-|-|
|—====|
|(agree balances with receipts and payments|
|account(s))|Agreement Error|OK|OK|
|Unrestricted|Restricted|Endowment|
|funds|funds|funds|
|Details|to nearest £|to nearest £|to nearest £|
|B2 Other monetary assets|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|-|-|-|
|—=——|
|Fund to which|Current value|
|Details|asset belongs|Cost (optional)|(optional)|
|B3 Investment assets|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|a|
|Fund to which|Current value|
|Details|asset belongs|Cost (optional)|(optional)|
|B4 Assets retained for the|-|-|
|charity’s own use|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|-|-|
|is|
|Fund to which|Amount due|When due|
|Details|liability relates|(optional)|(optional)|
|B5 Liabilities|-|
|-|
|-|
|-|
|-|
|Signed by one or two trustees on|Date of|
|behalf of all the trustees|Signature|Print Name|approval|
|Invalid signature|
|X|Samantha Nash|23/06/2025|
|Signed by: S-1-5-21-1605710542-1445469532-1936845734-1001/71b0e748-acfd-446d-9627-cafdac4eff43/logi|
|—|=|
|CCXX R2 accounts (SS)|2|28/06/2025|
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees/ Charity Name members of Wolfson Hillel Primary School PTA On accounts for the year 31/08/2024 Charity no 1015308 ended (if any) Set out on pages (remember to include the page numbers of additional sheets)
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31 / 08 / 2024 .
- Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).
I report in respect of my examination of the Trust’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner's statement
I have completed my examination. I confirm that no material matters have come to my attention (other than that disclosed below *) in connection with the examination which gives me cause to believe that in, any material respect:
-
accounting records were not kept in accordance with section 130 of the Act or
-
the accounts do not accord with the accounting records
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.
- Please delete the words in the brackets if they do not apply.
Date: 26/6/2025 Signed: ~~a~~ Name: Joe Denney ~~Ps~~ Relevant professional qualification(s) or body (if any): Address: 90 Hillcrest Road, Hornchurch, RM11 1EA
1
October 2018
IER
Section B Disclosure
Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose .
2
October 2018
IER