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← Edmund Waller P.T.A

2024-09-30-accounts

Trustees’ Annual Report for the period

From Period start date 01/10/2023 To 30/09/2024 Period end date

Charity name: Edmund Waller PTA

Charity registration number:10131811

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Edmund Waller PTA is a
charity supporting an inner
city Primary School in London
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.		 Para 1.17 and
1.19		 Over the financial year 2023-24
the charity held a number of
fundraising events to raise
money to be donated to
Edmund Waller Primary
School to enhance its
children’s school experience.
The most successful events
were the Summer and Winter
Fairs, and the Disco. In
addition, money was raised
through sponsorship for a
number of adults running in
events.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
~~benefit~~		 Para 1.18 Trustees have had regard to
charity Commission
Commission guidance on
public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference

Policy on grant making Para 1.38 Grants are awarded to
Edmund Waller Primary
schools based on applications
from school staff for
equipment, events and
activities benefitting children
Policy on social investment
including program related
investment		 Para 1.38 ~~t th~~
~~h~~
~~l~~
N/a
Contribution made by
volunteers		 Para 1.38 We would like to thank
volunteers for helping to
organise and run fundraising
events over the year. It would
not be possible to run the
charity without these
volunteers.
Other

Achievements and Performance

SORP reference

Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 Over this year, Edmund Waller
PTA has raised a large amount
of money, which has been
granted to Edmund Waller
Primary School for items and
activities to support the
children.
These grants have covered:
•
Gardening Club
•
Support for Educational
Visits
•
Purchase of iPads
•
New stage for school hall
•
Funding for school
concert
•
Events for World Book
Day

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 N/A
Performance of fundraising
activities against objectives
set		 Para 1.41 N/A
Investment performance
against objectives		 Para 1.41 N/A
Other N/A

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity ended the financial
year with just over £19k in the
bank.
Fundraising activities grossed
> £38k, with costs of
delivering these activities at
almost £18k. These costs
include the expenses for items
to sell (e.g. food and drink) as
well as services such as a DJ
for the disco.
Grants of £27k were made to
the school during the financial
year, for a diverse range of
items and activities, including
a contribution to educational
visits.
The charity is expecting the
school to make further
requests for funding in the
next financial year.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 Reserves are held to cover
costs of fundraising and to
fund future projects as and
when requests are presented
Amount of reserves held Para 1.22 Cash balance at year end
£12,700, of which £3000 are
held in reserve
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Principal sources of
fundraising are the events run
by the PTA such as the
summer and winter fairs, the
disco and the quiz for parents.
All rely on volunteers to set up
and run the events.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
N/A
A description of the principal
risks facing the charity
Para 1.46
N/A
Other
N/A

Structure, Governance and Management

Description of charity’s
~~t~~
~~t~~
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution document
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Constituted as an association
to advance education of the
pupils in Edmund Waller
Primary School
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Trustees are elected each year
at the AGM, through a process
of nomination and seconding.
All Trustees are volunteers
and are parents or carers from
the school community.
Trustees can also be elected
outside of the AGM if
approved during a PTA
Meeting through the process
named above.
The named roles – Chair,
Treasurer and Secretary are
selected in this manner
through nomination and
seconding.
No person or body are entitled
Additional information (optional)
You maychoose to include further statements where relevant about:
~~t~~
~~i t T~~
~~t~~
Policies and procedures
adopted for the induction
and training of trustees		 Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51
Relationship with any related
parties		 Para 1.51
Other

Reference and Administrative details

Charity name Edmund Waller PTA
Other name the charity uses N/A
Registered charity number 1031811
Charity’s principal address Edmund Waller Primary School Waller Road
London
SE14 5LY

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for
whole year		 Name of person (or body)
entitled to appoint trustee
(if any)
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Claudine
Scheer		 Chair 10 November
2023		 N/A
Kate
Ostrowska		 Trustee 10 November
2023		 N/A
Victoria
Lynch		 Treasurer 10 November
2023		 N/A
Mhairi Guild Trustee 10 November
2023		 N/A
Jemma
Jones		 Treasurer 10 November
2023		 N/A
Tessa
Devonshire		 Trustee Full year N/A
Julei Davies Trustee Full year N/A
Morgan Lloyd
Malcolm		 Trustee Full year N/A
Inez Murphy Trustee Full year N/A
Leah Canhoto Trustee Full year N/A
Julia
Crawshaw		 Trustee Full year N/A
Paula Flack Trustee Full year N/A

Corporate trustees – names of the directors at the date the report was approved

Director name N/A

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Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
N/A

Funds held as custodian trustees on behalf of others

Description of the assets N/A held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

==> picture [300 x 161] intentionally omitted <==

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional ~~information)~~

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Jemma Jones Position (eg Treasurer Secretary, Chair, etc) Date 29/07/2025

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees Charity Name Edmund Waller PTA

On accounts for the year 2024 Charity no 1031811 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 DD / MM / YYYY 30/09/2024 .

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent [The charity’s gross income exceeded £250,000 and I am qualified to examiner's statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete [ ] if not applicable.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (other than that disclosed below *) which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Signed: Date: July 29, 2025 Name: Paul Lynch

Relevant professional qualification(s) or body

Oct 2018

1

IER

(if any):

Address: 9 Tatnell Road, London, SE23 1JX

Section B Disclosure

Only complete if the examiner needs to highlight material 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 .

Oct 2018

2

IER