2024-08-31-accounts

Trustees’ Annual Report for the period

From 01/09/2023 (Period start date) To 31/8/2024 (Period end date)

Charity name: George Tomlinson Parents, Teachers and Friends Association

Charity registration number: 1069329

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	To advance the education of pupils in the school, in particular by: a) Developing effective relationships between the staff, parents and others associated with the school b) Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils.
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	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 Primary School. This year events included: - Summer and Autumn discos - Card project - Festive Fair and pantomime - Carol Singing - Wreath making workshop - Festive jumper workshop - World Book Day giveaway - 2024 Challenge - The Coin Race - Adult Quiz - Cook book sales - Summer Festival - Doughies Pizza kits - Uniform sales - Raffles - Non uniform days - Euros match screening and sweepstake - Sponsored swim Donations were also given through: - Match funding - Give as you earn - Easy fundraising - Myschool lottery

		- Donations from parents - Goodhub regular donations
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	The trustees have had due regard to public benefit when exercising powers and duties. All activities had the main 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, this was finalised on 17/1/24. 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 information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	N/A
Policy on social investment including program related investment	Para 1.38	N/A
Contribution made by volunteers	Para 1.38	We are extremely grateful for the contribution volunteers make to achieve the Association’s objectives. Without this valuable contribution of time, energy and expertise we would not be able to run various projects to enhance the education of pupils at George Tomlinson Primary School.
Other		N/A

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	In 23-24 we used funds generated in 22-23 to donate to school for the following activities: £300 was donated per class. Teachers could choose how to spend this money as a year group, and it was used for: NURSERY - imaginative play equipment RECEPTION – easels and play equipment YEAR 1 – train tickets to the seaside YEAR 2 – British museum workshop YEAR 3 – museum workshops and travel to the beach YEAR 4 - Walthamstow Wetlands and science museum workshops YEAR 5 – Greenwich observatory and Horniman museum workshops YEAR 6 – Goodbye meal at a local restaurant 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 year groups. This is the third of three years the PTFA has agreed to fund this, and it is a major contribution to music within the school. (Invoices outstanding) ● Maths Puzzle Day – two days of sessions for all children to take part in practical maths activities. ● Interactive screen for the hall ● £250 per half term to supply the school food bank ● Year 6 leavers event donation - £300 was donated to help with the year 6 leavers celebration. ● Fencing and landscaping to improve the pond area ● Visualisers for every classroom. ● Plastic covers for library books The total spend in line with our charitable aims in 23/24 was £19,953, with a further £2,199 allocated butpendinginvoices.

Additional information (optional)

Additional information (optional)	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

Financial Review

Review of the charity’s financial position at the end of the period	Para 1.21	£37,609 Cash (including both in hand and in bank). This includes some funds already agreed, but not yet paid This cash is allocated: £3,000 Reserves held £2,199 Expenses accrued in 23-24 not yet paid £129 Net income accrued in 23-24 not yet paid £32,539 Available for distribution in 24-25 Over 23-24 £32239 Income accrued £25561 Expenses accrued Of the expenses accrued in 23-24: £19953 Payments in line with charitable objectives £5608 Operational costs for fundraising
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	The Association’s policy is to always keep £3000 in reserve. This ensures we have funds to donate to school and spend on required items, such as insurance, if our fundraising levels decrease. Unanimously agreed on at committee meeting on 17/1/23.
Amount of reserves held	Para 1.22	£3000
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	N/A
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
		N/A

Other

Structure, Governance and Management

Description of charity’s trusts:
Type of governing document (trust deed, royal charter)	Para 1.25	Constitution dated 17/1/24
How is the charity constituted? (e.g unincorporated association, CIO)	Para 1.25	Association
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 from membership at the Annual General Meeting or co-opted during the year as voted by the trustees.

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	N/A
The charity’s organisational structure and any wider network with which the charity works	Para 1.51	George Tomlinson PTFA is comprised of parents, guardians and carers of pupils, teachers at George Tomlinson Primary School and interested members of the community. All trustees and members of the association give their time voluntarily and receive no remuneration or other benefits.
Relationship with any related parties	Para 1.51	The Association is registered with Parentkind, membership number 13519. Our main fundraisers, the Winter Fair and Summer Festival, are open to the school and the wider community.
Other		N/A

Reference and Administrative details

Charity name	George Tomlinson Parents, Teachers and Friends Association
Other name the charity uses	George Tomlinson Parent, Teacher Association (former name)
Registered charity number	1069329

Charity’s principal address

George Tomlinson Primary School Harrington Road Leytonstone 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(if any)
	Suzanne Veitch	Chair	For whole year	Members of the charity
	Kirstin Kinloch- Steyn	Vice Chair	From 19/9/23 to 31/8/24	Members of the charity
	Brenda Cundy	Treasurer	For whole year	Members of the charity
	Gevher Cagla Ceylan	Vice Treasurer	From 19/9/23 to 31/8/24	Members of the charity
	Freya Brett	Co- Secretary	For whole year	Members of the charity
	Pippa Ryan	Co- Secretary	From 19/9/23 to 31/8/24	Members of the charity
	Nicola Wilson	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Maura Belcher	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Sally Ellis	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Tomas O'Laoide	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Pamela Johnson	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Inayaili Vieira de Leon	N/A	For whole year	Members of the charity
	Sarune Jankuviene	N/A	From 19/9/23 to 31/8/24	Members of the charity
	Rachel Jones	Vice Treasurer	From 21/9/22 to 19/9/23	Members of the charity

– 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
N/A
Name of	chief executive or names of senior staff members (Optional information)
N/A
Exemptions from disclosure
Reason for non-disclosure			of key personnel details
	N/A

Other optional information

Declaratlons ' FUN n•nl•) SL1zphi￿É v E Ir ch￿r, •) T￿r￿)￿Ar (¥z*) IlJ6

CHARITY COMMIS510 FOR ENfjiAP40 AND WNIE Receipts and payments accounts CC16a Sectioii A Receipts and payrnenls UDr•slrkt•d R•sThrted fund Endowm•ni Total tunds Last yeai A1 Stth tot4llGross Jncome l&rARJ t•¥• JO.•J1 57.10 3?.OD# Section B Statement of assets and liabilities at the end of the period lundB 81 C••h fundl f¥hd• fvnd* CCXX R1 accg)unts {SS) 6112r2025

I CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report G INSJJJ P.,￿￿ Toi(￿[ F(.x'cd5 Assoc," 31 A Ilf any) I repJ1 to tre trLBtees ￿ my examinaliM ol Ih? ar£ounts of the above thaifjty Tnnl.) fLY erthd 31 io%J20L RwonsSbllllbe and As tr chanty Iw#ees ol the Trust, a￿ resp(￿￿ble for the wepwatb ba1• of r•pryl accounts in 7rth the requwefflents Lq Ibe Charibes A 2011 fft Acri. I remwl n resped d my examlnalmx of ts Trust's ac£tsJnls carriwj wt l￿thr sectw 145 cl the 2011 Act and in ca￿Y￿r￿j out my ex8m1n8ti(￿. I have folk>1 Ih? apF4icatAe ￿'reCtionS gi¥en by t￿ Charty ComMis￿fi WKler sectwji 1495Xbl d the ALI. Indgpondent I have ct)mpW my examinat￿. I c£rfffm thal no mateiial matter5 have gxarnlnerfs stst•m•nt cthre to my attenbon Idhef than thal dBdosed below'l In cOn￿￿n with examinalth me cau&e to believe th81 ￿. any matwial +¥A ¥hth the examinalTh lo attenlw)n Sh￿￿1 be drawi In ¢￿￿[ to enable oper Un(le￿￿nam9 of the accyjunts lo be reaCtr￿d. . Please defeie In Ihe brxkets rfthtry iol•py. Zo/-r R•lo¥•nt pml•44lon*l qualSllc•tlonls) or body ICA6 Pio IER O¢tob•r 2018

Section B Oisclosure Cknly ctsnpie examirw needs to kn9h￿ht matters ol (xMKem (see CC32. Irmkpendent e¥AminathJn d thanty acc￿nts." dKedK)ns and examinws). Glv• h•re brlof detalls of any Itwns that tho •xarnln•r wlh•• to IER October 2018