## **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**|||
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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
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.