## **Trustees' Annual Re ort for the eriod p p**
Period start date Period end date Day Month Year Day Month Year **From** 1 9 2022 **To** 31 8 2023
## Section A Reference and administration details
**Charity name** George Tomlinson Parents, Teachers and Friends Association (PTFA)
**Other names charity is known by** George Tomlinson Parent, Teacher Association (former name) **Registered charity number (if any)** 1069329
**Charity's principal address** George Tomlinson Primary School
Harrington Road Leytonstone **Postcode** E11 4QN
**Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year **|**Name of person (or body) entitled to**
**appoint trustee (ifany)**|
|---|---|---|---|---|
||Suzanne Veitch|Chair|From 21/9/22 to current|Members of the charity|
||Kirstin Kinloch-Steyn|Vice Chair|From 19/9/23 to current|Members of the charity|
||Brenda Cundy|Treasurer|From 21/9/22 to current|Members of the charity|
||Gevher Cagla Ceylan|Vice Treasurer|From 19/9/23 to current|Members of the charity|
||Freya Brett|Co-Secretary|From 21/9/22 to current|Members of the charity|
||Pippa Ryan|Co-Secretary|From 19/9/23 to current|Members of the charity|
||Nicola Wilson|N/A|From 19/9/23 to current|Members of the charity|
||Maura Belcher|N/A|From 19/9/23 to current|Members of the charity|
||Sally Ellis|N/A|From 19/9/23 to current|Members of the charity|
||Tomas O'Laoide|N/A|From 19/9/23 to current|Members of the charity|
||Pamela Johnson|N/A|From 19/9/23 to current|Members of the charity|
||Inayaili Vieira de
Leon|N/A|From 19/9/23 to current|Members of the charity|
||Sarune Jankuviene|N/A|From 19/9/23 to current|Members of the charity|
||Rachel Jones|Vice Treasurer|From 21/9/22 to 19/9/23|Members of the charity|
## **Names of the trustees for the charity, if any, (for example, any custodian trustees)**
|**Name**|**Dates acted if not for whole year**|
|---|---|
|N/A||
|||
|||
## **Names and addresses of advisers (Optional information)**
March **2012**
**TAR**
1
|**Type of adviser **
**Name**
**Address**|**Type of adviser **
**Name**
**Address**|**Type of adviser **
**Name**
**Address**|
|---|---|---|
|**N/A**|||
||||
||||
||||
**Name of chief executive or names of senior staff members (Optional information)** N/A
## **Section B Structure, governance and management**
## **Description of the charity’s trusts**
Constitution dated 22/9/1997 Type of governing document
(eg. trust deed, constitution) Association How the charity is constituted (eg. trust, association, company) Elected from membership at the Annual General meeting or co-opted during the Trustee selection methods year with agreement of the trustees. (eg. appointed by, elected by)
## **Additional governance issues (Optional information)**
You **may choose** to include George Tomlinson PTFA is comprised of parents, guardians[and carers of pupils, ] additional information, where teachers at George Tomlinson Primary School and interested members of the relevant, about: community.
- policies and procedures All trustees and members of the association give their[time voluntarily and ] adopted for the induction and receive no remuneration or other benefits. training of trustees;
- The Association is registered with Parentkind,[membership number 13519. ]
- • the charity’s organisational structure and any wider Our main fundraisers, the Winter Fair and Summer Festival, are open[to the ]
- network with which the charity school and the wider community.
- works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
## **Section C Objectives and activities**
To advance the education of pupils in the school. In furtherance of this object the Association may:( a) Develop more extended relationships between the staff, parents and others associated with the school. **Summary of the objects of the** ( b) Engage in activities which support the school and advance the education of **charity set out in its governing** the pupils attending it. **document** ( c ) Provide and assist in the provision of such facilities or items for education at the school (not provided from statutory funds) as the Committee in consultation with the Headteacher as the representative of the Governing Body shall from time to time determine.
March **2012**
**TAR**
2
The main activities of the PTFA are fundraising in line with our objectives to fund activities and equipment for the benefit of students at George Tomlinson School.
This year events included:
**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)**
- Summer and Autumn discos - Card project - Winter Fair - Carol Singing - 2023 Challenge - The Coin Race - Mini Spring Fair - Adult Quiz - Cook book - Summer Festival - Doughies Pizza kits - Virtual balloon races - Uniform sales - Raffles - Non uniform days
Donations were also given through:
- Match funding,
- Give as you earn,
- - Easy fundraising
- - My school lottery
- Donations from parents
The trustees have had due regard to public benefit when exercising powers and duties. All activities had the sole purpose of raising funds that would benefit George Tomlinson Primary School.
Trustees were sent copies of the constitution at the start of their term of office. When the Chair investigated the constitution registered with the Charity Commission, this was found to be an older version of the constitution the trustees were using. This was discussed at a trustees meeting and a vote was passed to start the procedure to update the constitution. In the period of this TAR, trustees were not directly given Charity Commission guidance and so in October 23 the Chair emailed trustees a link to the Charity Commission information on What is Involved for Charity Trustees to ensure they fulfilled their legal duties.
## **Additional details of objectives and activities (Optional information)**
March **2012**
**TAR**
3
We are extremely grateful for the contribution that volunteers make to achieve the Association’s objectives. Without this valuable contribution of time, energy and expertise we would not have been able run various projects to enhance the education of pupils at George Tomlinson Primary School.
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
## Section D Achievements and performance
March **2012**
**TAR**
4
Section D Achievements and erformance p
|**Summary of the main**
**achievements of the charity**
**during the year**|In 22-23 we used funds generated in 21-22 to donate to school for the following
activities:
£600 per year group, with an additional £125 for reception and year 2 which
are larger year groups. Teachers could choose how to spend this money, and it
was used for:
NURSERY - imaginative play equipment
RECEPTION - arts & crafts equipment
YEAR 1 - Anansi the Spider Theatre trip
YEAR 2 - Science Museum Space workshop
YEAR 3 - Science Museum Workshop & Natural History Museum show
YEAR 4 - Walthamstow Wetlands Trip
YEAR 5 - Victorian school workshop
YEAR 6 - Tate Modern Exhibition & Thames river boat cruise
We also funded whole school activities including:
•
CJ The Storyteller who led sessions for all year groups on World Book
Day.
•
Weekly ukulele lessons for two year groups. This is the second of three
years the PTFA has agreed to fund this, and it is a major contribution to
music within the school.
•
Maths Puzzle Day – two days of sessions for all children to take part in
practical Maths activities.
•
Nature Garden – we have worked closely with the WildGoose Café to
refurbish the nature garden and increase its biodiversity and help our
local wildlife.
•
Team bands for sports day – some help for parents so no coloured t
shirts needed!
•
Year 6 leavers event donation - £300 was donated to help with the year
6 leavers celebration.
The total to school was £9118 for the above activities and an additional £5346
which was promised in 21-22 and not yet paid.|
|---|---|
March **2012**
**TAR**
5
The AssLKiafjon'5 policy is to always keep £30LX) in reserve. This ensures we
have fund5 to donate to school and spend on required items such a5 insurance if
our fundT3isin8 levels decrease. Unanimously agreed on at cornmittee rneetin8
on 1711123.
At the end of 22-23 we have £30,631. Thls is funds raised in 22-23 whlch will be
donated to Geo
e Tomlin50n khool as r
ested throu
h 23-24.
Brlef staten)ent of the ckn4rity'5
poMcy OD reserves
Detalls of ally lld$ matrrlally
in dell¢h
NIA
Further fillancial revlew detai15 {Optlon¥41 infomatlon)
All our fundraising athvittes are almed at solely provldin8 resources, aciivltles
and equlpmentto support the education of pupils and enrich their education.
You ¢hoDse to include
additional infonnatioffj where
relevant about..
the clwity's principal
sources of fulth (including
any futthising).
how exp¢ndikn I
supported the key objectives
of th¢ ¢harity'
investment policy and
objectiv¢s including any
ethical investment policy
adopted.
Our main fundraisers, Ing the winter fair and summerfestival, are well
attended and strongly supported by parent5. pupils and teachers alike. as well
as the wider community.
The Association's priorities for 23-24 are:
Build stronger relationships with all areas of our school community
Run events within our means
5nvestigate ways to fvndraise suth as 8tft aid. grants and donations
Update constitution document to ParentKind suggested version to meet turrent charity le8islation and best
practice.
Tkn¢ trubtee5 d¢£lare that tkne>' hai'e approv¢d thc trustee5' report sbove.
SlgDed on behalf of the ¢11ty'S trustees
SignAture(s)
Fllu nAme(6)
Suzanne Veitcb
ndci JJ
, Pwldop (¢g Serretaryi Ch•lr, e¢¢)
Date
Chair
13 1
MArth 2012
TAR
CHARITY COMMISSION ‘Gp | FOR [OR CHARITY [NOLAND ENGLAND COMMISSION AND AND WAtl€— WALLS accounts | nts——_—— CC16a CcC16a and payments For the period perlodReceipts Rocoipts — andpayments To accoun’’ _ from from / | To | _ a Section Section A A Receipts Receipts pts and and payments payments Endowment Total funds Last year Unronttlc.(od Unrestricted Rogtflctod Reatricted funds fund. co fund. — seen fundn funda to E to tho te C to fo the the nearest € to to the the nearest E £ to the noarest £ to the nearest £ to the neares' Al F Cash CashAtFunds unos Receipts Recei adjusmentraised raised — ~~— «a,282] 30,252 Mo ~~J~~ fs—— ]$$$——— P|re__ 00,282 30 2 ] rida: ~~ft~~ Pp - | | : SS SE 30.00 Sub Sub total(Gross total(Gross income income for for AR) AR) 30.000 ‘ os ~~|~~ A2 Asset and investment sales, see see table). table . ~~a a~~ Sub Sub totall| total | Total Total receipts receipts_s000) [J] (—] L_»| DI)
A4 Asset and investment purchases, see (see table table ~~e~~ s ~~a~~ Sub Sub total| total Total payments Net Net of of receipts(payments)| receipts/(payments) 1,991} | LC gt |= AS AS Transfers Transfers between between funds funds ES he opee ee A6 A6 Cash Cash funds funds last last year year end end pS 18,640] PO Le |[-C] Cash Cash funds funds this this yearend| year end _30e31}{|TLC[Lest] |- Cd
**----- Start of picture text -----**
Section Section B B Statement Statement of of assets assets and and liabilities liabilities at at the the end end of of the the period period
Unrestricted Restricted funds Endowment
Categories Categories Details Details Unrestricted funds funds Restricted funds Endowmentfunds funds
to to nearest nearest E £ to nearest £ to nearest £
BI Cash funds
Bt Cash funds | ee |
||
a
Totalcash ee |
funds [~__sosm|[____- ||]
(agree (agree balances balances with with receipts receipts and payments and payrnents
account(s)) account(s))
Unrestricted Unrestricted Restricted Restricted funds funds Endowment Endowment
funds funds funds funds
Details Details to to nearest nearest £ E to to nearest nearest £ E to to nearest nearest £ E
**----- End of picture text -----**
1 1
> CCXX CCXX R1a RI accounts ccounts (SS) (SS)
6/20/2 6120/20
## B2 other monetary er mo: assets 7
Fund to whkh B3 B3 Details Fund to which asset Cost (optional) Current value Investment Investrnent acsete assets Details belongs : (optional) Fund whkh Details Detail Fund to which asset Cost (optional) Current value B4 charity's Assets ownuse r&ined for me charity's ~~/~~ owm use Details Details,liability Fund Fund to to relates which Amount Amount(optional) due due When(optional) due B5 Liabilides ~~7~~ = = Signed by one or ten on behalf Signature Print Name Date of approval prprela of all the fois tru<æs snciamanad Signature Print Name Date of approval SUZANNE VEITCH AAA: mao 23 | BRevpA BRENDA ) 22 A-a
> 2 2 accounts accounts (SS) (SS)
2 2
6/20/20; 6/20/20:
## CHARITY COMMISSION Independent examiner's C¥a) FOR FORCHARITY ENGLAND ENGLAND COMMISSION AND AND WALES WALES | Independent report report on on the the examiner's accounts accounts
## Section Section A A Independent Independent Examiner's Examiner's Report Report
Report Reporttothetrustees/| to the trustees/ =” rr members of G60RG6 members "| GERGE ToMLINSIN PETA OO — On On accounts accounts for for the the year year v 3 Charity Charity no no | ended (if any) erried | 31° Aangase 29015 | (ifany) | | Set Set out out on on pages pages OB OS ne | I | report report to to the the trustees trustees on on my my examination examination of of the the accounts accounts of of the the above above charity charity ("the (“the Trust") Trust”) for for the the year year ended ended
- Responsibilities Responsibilities and and As As the the charity charity trustees trustees of of the the Trust, Trust, you you are are responsible responsible for for the the preparation preparation basis basis of of report report of of the the accounts accounts in in accordance accordance with with the the requirements requirements of of the the Charities Charities Act Act 2011 2011 ("the (“the Act"). Act’). I | report report in in respect respect of of my my examination examination of of the the Trust's Trust’s accounts accounts carried carried out out under under section section 145 145 of of the the 2011 2011 Act Act and and in in carrying carrying out out my my examination, examination, I | have have followed followed the the applicable applicable Directions Directions given given by by the the Charity Charity Commission Commission under under section section 145(5)(b) 145(5)(b) of of the the Act. Act.
- examiner's examiner's Independent Independent statement statement come come I | have have to to completed completedmy my attention attentionmy my examination. examination. (other (other than than that that I | confirm confirmdisclosed disclosed that that below below no no material material *) •) in in connection connectionmatters matters have havewith with the the examination examination which which gives gives me me cause cause to to believe believe that that in, in, any any material material respect: respect: • * accounting accounting records records were were not not kept kept in in accordance accordance with with section section 130 130 of of the the Act Act or or
- • e the the accounts accounts do do not not accord accord with with the the accounting accounting records records
- I | have have no no concerns concerns and and have have come come across across no no other other matters matters in in connection connection with with the the examination examination to to which which attention attention should should be be drawn drawn in in order order to to enable enable a a proper proper understanding understanding of of the the accounts accounts to to be be reached. reached. * * Please Please delete delete the the words words in in the the brackets brackets if if they they do do not not apply. apply.
## Signed:
> Name: Name: Cok co P-mac c SWALLOW
> Relevant Relevant professional professional I\CAGW
> qualification(s) qualification(s) or or body body in (if (if any): any): Address: Address:| %& freston Roa
1 1
IER IER
October October 2018 2018
## Section Section B B
## Dl.clo.ur• Diaclosure
Indopondont Independent exnnnnntion oxanuontion of of chantv charnty a ountA counta directions and and guidance for for ouniners) Give here brief details Ot Give here brief details of | any any items items that that the the examiner examiner wishes wishes to to disclose disclose
2 2 October October 2018 2018
IER IER