2022-07-31-accounts

Trustees’ Annual Report for the period

From August 1[st] 2021 to July 31[st] 2022

Charity name: St Luke’s Parents & Friends Association

Charity registration number: 1093284

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	St Luke’s Parents & Friends Association (“St Luke’s PFA”) is registered with the Charity Commission (No. 1093284) and adopted the National Confederation of Parent Teacher Associations (“NCPTA”) model constitution on 9 July 2002, amended November 2016. The object of St Luke’s PFA is to advance the education of pupils in St Luke’s Church of England Primary School (“the School”), in particular by developing effective relationships between the staff, parents, and others associated with the School, and by 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 St Luke’s Parents and Friends Association (St Luke’s PFA) exist to raise money to support the school experience for all pupils at St Luke’s C of E Primary school. We do not raise money for any other entity or body, and the only donations we make are for improvement works to St Luke’s C of E Primary School. The funds we raise go towards a range of projects initiated at the discretion of the Headteacher. These include projects to materially improve the school environment for the benefit of the children who attend the school; for example the PFA contributed significant funds towards a project to provide a new astroturf surface for an old playground.

		Recently we also contributed money towards friendship benches in the school playground, to enable children who are feeling lonely at school to have somewhere they can sit and talk to friends. We also contribute funds towards hoodies for children leaving the school, and pay for every child in the school to have a festive Christmas lunch together at Xmas.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	We, the former and current Trustees of the St Luke’s Parents And Friends Association, confirm that we have followed the guidance issued by the Charity Commission and have operated the charity entirely for the benefit of St Luke’s C of E Primary School – thus fulfilling the wider definition of “public benefit”.

Additional information (optional) You may choose to include further statements where relevant about:

	SORP reference
Policy on grant making	Para 1.38	The Trustees only make grants to St Luke’s C of E Primary School. The Headteacher makes requests for funds at one of our thrice yearly meetings, with all the trustees and class representatives in attendance. The Trustees and Class Reps debate the merits of each request for funding and have an opportunity to question the Headteacher about the costs and benefits of requests for funds. After this, an open vote is held on whether or not to support the request for funding. In addition to this, the PFA supports a few events throughout the year. We fund Christmas lunch for all children at the school, so that the entire school community can eat a special Christmas meal together without regard to cost. The charity also contributes towards the cost of a year-book for children in Year 6 who are graduating from Primary School, and towards the cost of a hoodie for each Year 6 child commemorating their time at St Luke’s.

Policy on social investment including program related investment	Para 1.38	n/a
Contribution made by volunteers	Para 1.38	The Charity is run entirely by volunteers, none of whom are paid in any way (either by way of cash payments nor by payments in kind). The PFA currently has six members, three of whom are designated as Trustees of the Charity. Together with the other three PFA committee members, we plan events, delegate tasks to class reps, liaise with the school and work as a team to make our events happen. Class reps (also parent volunteers) then liaise with parents and guardians in the individual classes across the school and recruit more volunteers for different events. The numbers of volunteers at the events varies. For our regular Friday afternoon cake and ice cream sales, we would usually have between 5 and 6 volunteers to sell the cakes. Cakes are donated or made by the parents in each class on a rota, so each class does one cake sale per term. Across the year we run a number of events, which are organised by individual classes, coordinated by the reps. For our larger events like our Summer and Christmas fair, the events are coordinated centrally by the PFA committee and we ask for help from all the reps and as many parents who can spare time to volunteer as possible.
Other		We are totally reliant on the goodwill, time and effort put in by our amazing school community and want to acknowledge the incredible efforts and generosity of our volunteers. Without people’s time and energy we wouldn’t be able to run the events in the way that we do and we are very grateful to our wonderful helpers for everything they do for the charity.

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 the year 1stAugust 2021 to 31stJuly 2022 the PFA made an annual donation to the School of £2500. Most of this was allocated as discretionary spending for the Head Teacher to decide how to allocate (i.e. to help families in need with the cost of school trips, uniforms etc.). £500 of this donation went to fund a special Christmas Dinner before the holidays so every child in the school could eat a traditional Christmas Dinner together, regardless of family income. The PFA also made a donation to the School of £15,000 which went towards the cost of resurfacing the lower playground. Previously, the playground was aging asphalt in poor condition. After the work was done at Easter time, the playground is now covered in a brand new all-weather artificial surface, meaning children can play basketball, football and other games in PE all year round, regardless of the weather.
Additional information (optional) You may choose to include further statements		where relevant about:
Achievements against objectives set	Para 1.41	Each year we aim to raise as much money as possible for the school to put towards its varying priorities. We are aware that our fundraising is contingent on the wider economic circumstances and factors outside of our control (such as the longer term impact of covid). Given that we are entirely run by volunteers organising events in their spare time, we don’t set objectives as such, but strive to do our best given the wider economic circumstances each year.
Performance of fundraising activities against objectives set	Para 1.41	This year we broke all records in terms of monies raised, mainly due to the ticket receipts from the biannual Ball which was held in Pembroke Lodge. Actual revenue after expenses was broadly in line with previous years, bouncing back again to levels of revenue we saw before the Covid pandemic hit.

Investment performance against objectives	Para 1.41	The Charity has no investments.
Other		n/a

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21		Total reserves at 31 July 2022 amounted to £20,640 (2021: £20,527). Statement of Financial Activities:
Statement explaining the policy for holding reserves stating why they are held	Para 1.22		The Charity releases funds to the school to spend on improvement projects which have been voted on and approved by the Trustees, the PFA Committee and the School Class Representatives. We only release funds to the school once these requests have been voted on and approved; otherwise we keep money in the bank account in order to fund future fundraising events.

Amount of reserves held	Para 1.22	Cash in bank and at hand: Stock: • £246 Total PFA Reserves: • £20,640
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	The Charity’s principal source of funds comes from events we run throughout the school year. These include: ▪ Regular Friday afternoon cake and ice cream sales held in the school playground after school. ▪ Pub quiz nights at one of the local pubs. ▪ Christmas & Summer Fairs ▪ The bi-annual PFA Summer Ball. ▪ An easter egg hunt held in the school playground before the Easter break. We also received money from Amazon Smile and match-funding donations from parents who volunteer their time to help at PFA run events and whose companies make a donation to the Charity in return. We also receive donations directly.
Investment policy and objectives including any social investment policy adopted	Para 1.46	The Charity has no financial investments.
A description of the principal risks facing the charity	Para 1.46	The Charity does not face any immediate risks to its future. As the financial year draws to a close, the outgoing committee have handed over to new volunteers who will take the work of the charity forward. We have a fantastic network of parent volunteers in all year-groups through the school, and we are encouraged to see lots of volunteers from the younger class groups (reception and Year 1) helping out at events. This makes us believe that the future of the PFA is safe, as parents joining the school get involved in our events, contributing ideas and time. In time, we anticipate that this is the cohort where our next committee members will come from in the future.
Other		As this year draws to a close, the Charity has handed over to a new generation of Trustees who are all parents at the school. We are confident they will continue the work of the Charity and we stand by to assist them moving forwards as required.

Structure, Governance and Management

Description of charity’s trusts:		St Luke’s PFA is governed by our founding constitution.
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	By Constitution – see footnote for a copy of the Constitution adopted upon the founding of the Charity in 2016.
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	We are reliant on parent volunteers offering their time and expertise as Trustees. Anyone volunteering to work as a Trustee is interviewed by existing Trustees and vetted for suitability. There is currently no process in place to elect 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	The PFA is run by a Chair with help from a Committee made up of a Vice-Chair, Treasurer, Secretary and two further parent volunteers. The Chair sets the yearly agenda in consultation with the Head Teacher, and co-ordinates Class Reps (parent volunteers) to organise fundraising events at the school and our weekly cake sales, Easer Egg hunts etc. All donations to the school go through the same process. The school informs the PFA Chair that they have a project in mind and a figure for the cost. The PFA Chair then proposes the funding request at one of the tri-annual PFA meetings, attended by all the Committee, all the Class Reps, the Head Teacher and a member of the Board of Governors. Once proposed, every request for funding is discussed within the group, and the Head

		Teacher answers any questions which might arise about the purpose of the donation, its suitability and the benefits to the school community and the pupils. These requests for funding are then voted on before any funds are donated to the school.
Relationship with any related parties	Para 1.51	The PFA Chair is part of an informal network of other PFA / PTA members in Kingston Upon Thames. Members of the group offer support to each other, share information on ideas and event best practices and help each other problem solve in order to help each other. We also pay for membership of an external body called ParentKind. This membership gives us Public Liability Indemnity Insurance, sends out newsletters with fundraising ideas and tips, and offers a helpline to help us problem solve anything we need help with.
Other		n/a

Reference and Administrative details

Charity name	St Luke’s Parents And Friends’ Association
Other name the charity uses	St Luke’s PFA (colloquial use only)
Registered charity number	1093284
Charity’s principal address	St Luke’s C of E Primary School Acre Road Kingston Upon Thames Surrey KT2 6NE

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.	Susan Gledhill	Chair	1stAugust 2021 to 20thJuly 2022	n/a
2.	Laura Eden	Vice Chair	1stAugust 2021 to 20thJuly 2022	n/a
3.	Donna-Lee Townsend	Treasurer	1stAugust 2021 to 20thJuly 2022	n/a
4.	Sarah Gaston	Secretary	1STAugust 2021 to July 2022	n/a
5.	Cathy Wigley	Chair	21stJuly 2022 to 31st July 2022	n/a
6.	Alexis Mannion	Vice Chair	21stJuly 2022 to 31st July 2022	n/a
7.	Marja Nousiainen	Treasurer	21stJuly 2022 to 31st July 2022	n/a

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

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Charity Commission Number 1093284

ST LUKE’S SCHOOL PARENTS AND FRIENDS ASSOCIATION

REPORT & ACCOUNTS

YEAR ENDED 31 JULY 2022

Charity Information

Trustees (as at 22 April 2023) Mrs S Gaston Secretary Mrs M Nousiainen Treasurer Mrs C Wigley Chair

Address St Luke’s CE Primary School Acre Road Kingston upon Thames Surrey KT2 6EN

Regulator Charity Commission for England and Wales

Charity Commission Number 1093284

Annual Report

Charitable Purpose

St Luke’s Parents & Friends Association (“St Luke’s PFA”) is registered with the Charity Commission (No. 1093284) and adopted the National Confederation of Parent Teacher Associations (“NCPTA”) model constitution on 9 July 2002, amended November 2016.

The object of St Luke’s PFA is to advance the education of pupils in St Luke’s Church of England Primary School (“the School”), in particular by developing effective relationships between the staff, parents, and others associated with the School, and by engaging in activities or providing facilities or equipment which support the School and advance the education of the pupils.

Results for the Year

St Luke’s PFA is dependent on running fundraising activities to provide gifts to the School. During the year ended 31 July 2022 St Luke’s PFA raised net funds of £17,613 (2021: £12,304). St Luke’s PFA donated £17,500 (2021: £11,642) to the School.

Total reserves at 31 July 2022 amounted to £20,640 (2021: £20,527).

Trustees and Committee Members

The Trustees and Committee Members of the Charity are as follows.

Mrs Susan Gledhill	Chair (resigned 20 July 2022)
Mrs Laura Eden	Vice Chair (resigned 20 July 2022)
Mrs Alex Adams	Joint Secretary (appointed 4 May 2021 and resigned 20 July
	2022)
Mrs Sarah Gaston *	Joint Secretary (appointed 4 May 2021)
Mrs Wei Lin Goh	Joint Treasurer (resigned 30 September 2021)
Mrs Donna-Lee Townsend	Joint Treasurer (resigned 20 July 2022)
Mrs Cathy Wigley *	Chair (appointed 21 July 2022)
Mrs Alexis Mannion	Vice Chair (appointed on 21 July 2022 and resigned on 16
	December 2022)
Mrs Marja Nousiainen *	Treasurer (appointed 21 July 2022)

• • denotes a Committee Member registered as a Trustee with the Charity Commission as at 31 July 2022.

Gift Aid

St Luke’s PFA is a registered charity but did not claim any Gift Aid related to donations at events. Any outstanding Gift Aid will be claimed in the next financial year.

Trustee and Public Liability Insurance

St Luke’s PFA is a member of the NCPTA and benefits from free advice on PFA issues. St Luke’s PFA has public liability and personal accident insurance cover as part of its membership with the NCPTA.

Marja Nousiainen , Treasurer

for and on behalf of St Luke’s School Parents and Friends Association 22 April 2023

Treasurer5' Report As ever the St Luke's PFA has worked hard and the year ended 31 J4iy 2012 has raised a Significant amount of trN)ney. We wwld like to thank every￿ wlK> has supported our aThl helped to raise funds to Ik)nate to the Sch¢x>l. Results for the Year The income from fundraising events (before donatkm5 to the School) was E28.567 12021: £11,894>. This is an incr&ise of £16.673 C￿ared to the prior year. Fundralslnl Arti￿1¢$ maln flY￿￿tsIng e¥ents In Jtar afe the cl￿stmaS and falrs. Both events were well supported and irKluded a numbw of new staits Ilnternal and external stall tdersl for both parents and children to en}oy. Partlcuiar thanks are due to the Class Reps and St Luke'5 Staff for their help with these large events, a5 they rewire a lot of organlsatlon arml work durlng the preceding weeks. The annual Cmdy Ni8ht. Pub {￿tZ and Pembroke Lcrfthe Ball to(A( place ¢knlng the year and were en]￿ffd by all. There were a number of other events as well and all details can be f￿nd in note 2. Donatlons St L(&e's PFA agreed donaticms to the school of £17,5tXI 12021: E11,64211see rrte 31. St Luke's PFA agrees two Sthndard contributi￿$ each year, one for the Parentrnail yfitem and a sect)nd to c(Ner the costs of the Christma5 Lunch. the KS1 & KS2 disco and small ad Costs. Marja NO￿1a7￿en Treasurer for on behall of St Luke's Sctrx￿l Parents and Frlend5 Assoclatlon 22 April 2023

Statement of Financial Activities

Statement of Financial Activities
Note Incoming resources Donations 1 Charitable activities 2 Other Total Resources expended Raising funds 2 Charitable activities 2 Other 4 Total Net income and net movement in funds Reconciliation of funds Total funds at 1 August 2021 Total funds at 31 July 2022	2022 Unrestricted funds £ 1,209 28,567 2,172	2021 Unrestricted funds £ 1,639 11,894 1,756 15,289 2,324 11,642 661
	31,948 13,766 17,500 569
	31,835	14,627
	113	662
	20,527	19,865
	20,640	20,527

There are no restricted funds.

Statemtrnt of Assets and Llabllftle5 2022 2021 Note Current a5s•ts StLxk 246 240 Cath at bank aThl In ZO.394 20,Z81 20,527 14et curyent assets 20.640 20.527 of the Charlty Unre5ViCted 20.640 20.527 ApwDved ty signed ￿ behalf of tl Tnstees and Commlttee l•ern￿ on 22 2023. Cathy Wl8ly Chalr Sarah Gaston Secretary

Notes to the Accounts

----- Start of picture text -----
Current figures
Account (£)
Bank balance at 31 July 2022 20,294
Cash Float held 100
Total PFA funds (Inc o/s payments and receipts) 20,394
----- End of picture text -----

1 Income relating to Donations Donations	2022 2021 £ £ 1,209 1,639 1,209 1,639

2 Income and Expenses relating to Charitable Activities Ice Cream Cake Sale Bags 2 School Panto Comedy Night Christmas Cards Christmas Fair Wych Elm Quiz KS2 Prod Pembroke Lodge KS1/2 disco Carringtons/Douglas & Gordon 2nd hand Goods Easter egg hunt Nursery Chicks Summer Fair Year Book Hoodies Photo Competition Raffle Dahl Elf Hunt Prizes & Gifts	Income £ 1,435 2,009 214 1,055 612 461 4,502 419 917 5,369 1,591 2,020 52 346 251 5,708 - - 68 1,269 23 247 - 28,567	2022 Expenses Profit / (loss) £ £ (227) 1,207 (394) 1,615 - 214 (1,357) (302) (533) 79 (338) 122 (1,385) 3,116 - 419 (21) 896 (3,918) 1,451 (617) 973 - 2,020 - 52 (175) 171 - 251 (2,684) 3,024 (1,150) (1,150) (691) (691) . 68 - 1,269 - 23 - 247 (276) (276) (13,766) 14,801

3 Charitable Donations Annual Donation	2022 2021 £ £ 17,500 11,642 17,500 11,642

4 Resources expended - other PFA Purchases NCPTA Membership 5 Stocks Alcohol held for resale 6 Cash at bank and in hand Current accounts Floats		2022 £ 453 116 569 2022 £ 246		2021 £ 550 111 661 2021 £ 246
		246		246
		2022 £ 20,294 100		2021 £ 20,181 100
		20,394		20,281

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of St Luke'5 Parent5 & Friend5 Association On accounts for the yoar ended 3110712022 Charity no (if any) 1093284 I report to the trustees on my examination of the accounts of St Luke's Parents and Friends As￿￿ation (Ihe Trust'} for the year ended 31 July 2021. Responsibilities and As the charty tnjstees of the Trust, you are responsible for the preparation basis of report of the accounts in accordan￿ with the requirèments of the Charities Act 2011 nhe Acr). I report in respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(51{b) of the Act. I have c¢)mpleted my examination. I confim that no material matters have come to my attention in connects'on with the examination. Independent examinef s statement I have no concerns and have come across no other matters in connection th the examination to which attention should te drawn in order to enable a proper understanding of the accounts to be reached. Slgned: Date: 22109 (2ogs Name: Ewa Malejka (Follina) Relevant professional qualification{s) or body {if any): Charted Management Accountant ICIMAI Address: 85 Deacon Road Kingston Upon Thames KT2 6LS IER October 2018