2023-08-31-accounts - Allfarthing School P.T.A

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Trust	ees' Annual Report	ees' Annual Report	ees' Annual Report	for theperiod	for theperiod	for theperiod	for theperiod
	Period start date			Period end date
	1	September	2022	31	August	2023

Trustees' Annual Report for the period

Section A: Reference and administration details

Charity name Allfarthing School PTA

Other names charity is known by Friends of Allfarthing School

Registered charity number (if any) 1055327

Charity's principal address Allfarthing Primary School St Ann’s Crescent London Postcode SW18 2LR

Names of the charity trustees who manage the charity (parent representatives)

Trustee name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (ifany)
Victoria Coombs	Chair	From 20/09/22	AGM
Sara Donnelly	Chair	Until 20/09/22	AGM
Andrew Toynbee	Treasurer	From 20/09/22	AGM
Janet Rawlings		Until 20/09/22	AGM
Katarzyna Tauzowska	Treasurer	Until 20/09/22	AGM
LucyDyson	DeputyChair	From 20/09/22	AGM
Michelle Cox		From 20/09/22	AGM
Melissa McCormack	DeputyChair	Until 20/09/22	AGM
Vicki Wilden-Lebrecht		From 20/09/22	AGM
Anne Walters		From 20/09/22	AGM
Nats Going			AGM
Sarah LeCheminent			AGM
Clare Wood			AGM
Janine Mackersie			AGM
Lucinda Jeffrey		From 20/09/22	AGM
Fasia Sheriff		From 20/09/22	AGM
Catriona Foyle			AGM
Chloe Anderson Curtis			AGM
Zoe Robinson			AGM
Karen Cope			AGM

Names of the trustees for the charity, if any, (for example, any custodian trustees) (teacher representatives)

	representatives)
	Name	Dates acted if not for whole year
	James Heale
	Hannah Brien	Until 20/09/22
	Fahri Francis	From 20/09/22

Section B: Structure, governance and management

Description of the charity’s trusts

AS PTA is governed by a 2012 constitution as amended by resolution at Type of governing document the AGM held on 26 September 2013, the AGM held on 14 October 2015 (eg. trust deed, constitution) and further amended at the AGM on 18 September 2019. AS PTA is constituted as an association consisting of the parents and How the charity is constituted guardians of pupils attending the school and all the current teaching and (eg. trust, association, company) non-teaching staff. Trustees are appointed/reappointed annually at AGM (typically held in Trustee selection methods September or early October). The General Committee is authorised to (eg. appointed by, elected by) appoint additional or replacement trustees outside the AGM and these appointments must be ratified at the next AGM.

Type of governing document

How the charity is constituted

(eg. trust, association, company)

Trustee selection methods

Additional governance issues (Optional information)

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.

The day to day affairs of AS PTA are managed by the General Committee, which includes parents and school representatives.

The head teacher of Allfarthing School (or the head’s representative) is consulted directly on education related matters and the PTA upholds the values of the school and substantially follows school policies in matters such as safeguarding.

AS PTA is a member of ParentKind through which it also obtains public liability insurance.

All trustees and committee members give their time voluntarily and receive no remuneration. AS PTA policy is that it will reimburse out of pocket expenses incurred in the course of putting on events (for example the hire cost of fairground rides) and of administering the association (such as printing and postage) but it does not reimburse for travel costs or personal time.

Section C: Objectives and activities

Summary of the objects of the charity set out in its governing document 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)	The principle objectives of AS PTA are to advance the education of the pupils in Allfarthing Primary School through:  developing more extended relationships between staff, parents and others associated with the school;  engaging in activities to support the school;  assisting in the provision of facilities or items for education at the school.
	Membership of the General Committee was stable throughout the year. The focus of activities remained similar to prior years and had due regard to the AS PTA purpose and requirement to act for the ‘public benefit’. With covid restrictions lifted, PTA was able to return to its usual fundraising activities and held a number of successful fundraising events, raising in total over £32,000  Christmas and Summer Fairs raised over £11,000  Parents were also encouraged to tap into various resources which allow them to raise funds whilst shopping, such as Coop membership, Easyfundraising or Amazon Smile – those in total raised over £6,000  We received a generous grant from Youngs Charity for £500  We also held a series of community fundraising events including, school discos, movie nights, uniform sales and several social picnics  We are also beneficiaries of regular and one-off donations from parents and local businesses Raised funds were used to fund a wide range of activities and resources for the school, which_inter alia_included:  Each year PTA provides financial support to Allfarthing Primary School for both out of school trips and a variety of school activities which help expand and enhance the quality of education the school provides. This takes a variety of forms including paying for coaches, theatre groups, dance troupes, entrance fees and news subscriptions. There is an agreed approach to help determine what activities the PTA helps fund with an objective of making this balanced across year groups. In the school year 2022/2023 PTA funded over £15,000 of trips and workshops. An increase on previous years reflecting increased costs.  The main focus of the year was funding the new forest school project. Creating a natural space within the school grounds for children to be able to explore and learn more about nature. This cost £40,000, with the funds being raised in a previous year.  Due to the success of the fundraising year, the PTA was also able to commit to renovating the school’s reading room, to create a space for children to be inspired by books. This is due for completion at the end of 2023.  PTA also funded a circus workshop and pantomime for all students which were very well received.

Summary of the objects of the
charity set out in its governing
document
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)

The principle objectives of AS PTA are to advance the education of the
pupils in Allfarthing Primary School through:

developing more extended relationships between staff, parents and
others associated with the school;

engaging in activities to support the school;

assisting in the provision of facilities or items for education at the
school.

Membership of the General Committee was stable throughout the year.
The focus of activities remained similar to prior years and had due regard
to the AS PTA purpose and requirement to act for the ‘public benefit’.
With covid restrictions lifted, PTA was able to return to its usual
fundraising activities and held a number of successful fundraising events,
raising in total over £32,000

Christmas and Summer Fairs raised over £11,000

Parents were also encouraged to tap into various resources which
allow them to raise funds whilst shopping, such as Coop membership,
Easyfundraising or Amazon Smile – those in total raised over £6,000

We received a generous grant from Youngs Charity for £500

We also held a series of community fundraising events including,
school discos, movie nights, uniform sales and several social picnics

We are also beneficiaries of regular and one-off donations from
parents and local businesses
Raised funds were used to fund a wide range of activities and resources
for the school, which_inter alia_included:

Each year PTA provides financial support to Allfarthing Primary School
for both out of school trips and a variety of school activities which help
expand and enhance the quality of education the school provides. This
takes a variety of forms including paying for coaches, theatre groups,
dance troupes, entrance fees and news subscriptions. There is an
agreed approach to help determine what activities the PTA helps fund
with an objective of making this balanced across year groups. In the
school year 2022/2023 PTA funded over £15,000 of trips and
workshops. An increase on previous years reflecting increased costs.

The main focus of the year was funding the new forest school project.
Creating a natural space within the school grounds for children to be
able to explore and learn more about nature. This cost £40,000, with
the funds being raised in a previous year.

Due to the success of the fundraising year, the PTA was also able to
commit to renovating the school’s reading room, to create a space for
children to be inspired by books. This is due for completion at the end
of 2023.

PTA also funded a circus workshop and pantomime for all students
which were very well received.

Additional details of objectives and activities (Optional information)

Youmay chooseto include further statements, where relevant, about:  policy on grantmaking;  policy programme related	The ongoing success of the AS PTA is underpinned by:  The support and goodwill of the school’s leadership team and other staff.  An active parent body – some 60 or more individuals are involved in organising and running the various AS PTA activities during the year andmanymore attenditsflagship events suchquizevenings andfairs

investment;

The support and contribution, in money and in kind, of various local businesses and community members.
contribution made by volunteers. All of whom support and participate on a purely voluntary basis.

Section D Achievements and performance

Summary of the main achievements of the charity  Key activities and achievements are summaries in Section C during the year

Section E: Financial review

The AS PTA accounts are drawn up on a cash basis and show a deficit Brief statement of the for the year of £43,855.54. charity’s policy on reserves At the year-end AS PTA held cash at hand of £36,109 all of which is in unrestricted funds.

In general AS PTA operates a prudent reserves policy of holding sufficient funds in reserve to cover at least one year’s worth of ongoing financial commitment to the school plus unforeseen expenditure. This recognises that school budgets are under significant pressure, and it relies on PTA funding for a number of regular activities. This allows the school to plan its budgets with some certainty for the year ahead and for AS PTA for to be confident of meeting its commitments even should one of the two flagship fundraisers be unable to take place. £10,000 of funds will be spent early in 2022/23 as the final payment for the new reading space. Details of any funds materially N/A in deficit Further financial review details (Optional information)

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(s) Victoria Coombs Andrew Toynbee Position (eg Secretary, Chair, etc) Chair Treasurer Date 19/01/2024	Full name(s) Victoria Coombs Andrew Toynbee Position (eg Secretary, Chair, etc) Chair Treasurer Date 19/01/2024	Full name(s) Victoria Coombs Andrew Toynbee Position (eg Secretary, Chair, etc) Chair Treasurer Date 19/01/2024
	Chair	Treasurer
	19/01/2024
	19/01/2024

Allfarthing School PTA

Income receipts and cash expenditures 1 September 2022 – 31 August 2023

Chair: Victoria Coombs

Treasurer: Andrew Toynbee

Independent reviewer: Debbie Tyson-Gooden

If you have a query please email: allfarthingschoolpta@gmail.com Registered address: Allfarthing Primary School, St Ann’s Crescent, Wandsworth, SW18 2LR, Charity number: 1055327

SectionA		Ind endentExaminera	Ind endentExaminera
Reporttothetrustees			ChaptyName AllfarthingSchoolPTA
Onaccounts for		theyear ended	31sAugust2023 Charityno 1055327 (ifany)
Set	outonpages		(remembertoincludethepage numbersofadditional sheets)
			T reporttothe trusteesonmyexaminationofthe accountsofthe above
			charity("theTrust")fortheyearended31/08/2023.
Responsibilitiesand basis of report			Asthecharity'strustees,youareresponsibleforthepreparationofthe accountsinaccordancewiththe reguirementsofthe CharitiesAct2011
			("theAct").
			IreportinrespectofmyexaminationoftheTrust'saccountscarriedout undersection145ofthe2011Actandincarryingoutmyexamination,l havefollowedalltheapplicableDirectionsgivenbytheCharityCommission under section145(5)(b)oftheAct.
Independent examiner'sstatement			Ihavecompletedmyexamination.Iconfirnthatnomaterialmattershave cometomyattentioninconnectionwiththe examination (other than that
			disclosedbelow")whichgivesmecausetobelievethatin,anymaterial
			respect:
			theaccountingrecordswerenotkeptinaccordancewithsection130
			ofthe CharitiesAct;or
			the accountsdidnotaccordwiththe accounting records;or
			theaccountsdidnotcomplywiththeapplicablerequiremernts
			concerningtheformandcontentofaccounts setoutintheCharities
			(AccountsandReports)Regulations2008other than any requirement
			that the accountsgivea true andfairviewwhichisnota matter
			considered as partofanindependentexamination.