Trustees’ Annual Report for the period
From 01.09.22 Period start date To 31.08.23 Period end date
Charity name: Woodford Wells Primary School Parent Teacher Association Charity registration number: 1038803
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | The purpose of the charity, as set out in it’s constitution, is to advance the education of pupils in the school. The Woodford Wells Primary School Parent Teacher Association endeavours to nurture the Woodford Green community's wellbeing as a whole by holding events throughout the academic year with the aim of raising funds to support the school whilst simultaneously fostering extended relationships between the staff, parents, pupils, and others associated with the community. |
| 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 |
Financial year 22/23 PTA activities include: - Christmas Market - Christmas Pudding - Christmas Cards & Mugs - Christmas Colouring - Christmas Rainbow Raffle - Pantomime Ticket Sales - Spring Disco - Easter Colouring - Party in the Playground - Uniform Sale - Your School Lottery |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | In deciding which activities to run this year the trustees and committee members of the PTA have considered the guidance issued by the charity commission on public benefit. |
Additional information (optional)
You may choose to include further statements where relevant about:
SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by 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 | The main activity of the PTA has been the organisation of fundraising and social events to advance the educational development of the school's pupils and to cultivate a deeper sense of school fellowship. Funds were raised via various events, the most profitable being: - £4523.88 Christmas Market - £1147 Christmas Rainbow Raffle - £1686.50 Spring Disco - £7982.82 Party In The Playground Achievements of the charity this financial year include: - £5,757.74 ICT Server CRITICAL upgrade - £700.00 BBC Bitesize subscription - £2,688.00 C5 Flooring - £1,303.68 Jubilee medals - £9,035.00 Reception windows - £1,056.43 Read Write Inc resources - £3,291.00 Touchscreens x2 - £2,547.70 RCVL Redbridge books Not only were vital resources awarded to the school through the PTA’s fundraising efforts, but the children were also given the opportunity to connect in a safe environment and thoroughly enjoyed each event. |
|---|---|---|
Additional information (optional)
You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 |
Other
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Please refer to attachment |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | N/A |
| Amount of reserves held | Para 1.22 | 0 |
| 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 | None |
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 | |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | Run by constitution |
| 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 | Elected at Annual General Meeting |
Additional information (optional)
You may choose to include further statements where relevant about:
| 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 | Woodford Wells Primary School Parent Teacher Association |
|---|---|
| Other name the charity uses | N/A |
| Registered charity number | 103880 |
| Charity’s principal address Wells Primary School Barclay Oval, Woodford Green, IG8 0PP |
|
|---|---|
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 |
Jack Tuck | Chair | ||
| Natasha Saleem |
Vice Chair | |||
| Sally Nickson | Treasurer | |||
| Kamalika Ivanov |
Secretary | |||
| Aneela Ahmad |
Secretary | |||
| Buket Yilmaz | Trustee | |||
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 held in this capacity |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
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
N/A
Other optional information
N/A
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) Position (eg Secretary, Chair, etc)
Date
Independent examiner's report on the accounts
I report to the trustees on my examina�on of the accounts of Wells Primary PTA for the year ended 31 August 2023
Responsibili�es and basis of report
As the charity's trustees, you are responsible for the prepara�on of the accounts in accordance with the requirements of the Chari�es Act 2011 (“the Act”).
I report in respect of my examina�on of the Trust’s accounts carried out under s. 145 of the 2011 Act and in carrying out my examina�on I have followed all the applicable Direc�ons given by the Charity Commission under s. 145(5)(b) of the Act.
Independent examiner’s statement
I (other than that disclosed below *) in connec�on with the examina�on giving me cause to believe that in any material respect:
-
accoun�ng records were not kept in respect of the Trust as required by sec�on 130 of the Act; or
-
the accounts do not accord with the accoun�ng records
I have no concerns and have come across no other ma�ers in connec�on with the examina�on to which a�en�on should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Signed: M Prodromou
Name: Miranda Prodromou MAAT
Association of Accounting Technicians
Address: 251 New North Road, Hainault, Essex, IG6 3AQ
Date: 28/06/24
Disclosure:
I have recommended to the Treasurer that cash receipts should be kept on sight at the registered address in a locked safe un�l they are banked.