## **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|
||||||
||||||
||||||
||||||
||||||
||||||
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||||||
Corporate trustees – names of the directors at the date the report was approved
**Director name N/A**
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
## **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:
- the accounting records were not kept in accordance with section 130 of the Charities Act; or
- the accounts did not accord with the accounting records; or
- the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.
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.
* _Please delete the words in the brackets if they do not apply._
**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**