## **Trustees’ Annual Report for the period** **From 1[st] October 2024 to 30[th] September 2025** **Charity name: Dundonald Primary School PTA** ## **Charity registration number: 1121689** ## **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
Dundonald Primary School, Merton.| |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|Develop effective relationships between the
staff, parents and others associated with the
school and engage in activities or provide
facilities or equipment which support the
school and advance the education of the
pupils.| |Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|The Trustees confirm they have had regard
to the guidance issued by the Charity
Commission on public benefit, including the
requirement to ensure the PTA's activities
are for the benefit of the wider school
community and not just individual pupils.
Members of the PTA have worked together
to organise fundraising activities and social
functions such as the Christmas and
Summer fairs, wreath making workshop,
quiz night and circus. The money raised for
the school is aimed at funding resources
which provide a wider and richer experience
for pupils at Dundonald and is used directly
to benefit the school. The PTA endeavours
to spend the funds in ways that will benefit
all children across the various areas of the
school and curriculum. These are usually
'extras' that the school budget would not
cover and make the children's experiences
at school more fulfilling and exciting.| ## **Additional information (optional)** You may choose to include further statements where relevant about: SORP reference **N/A** Para 1.38 Policy on grant making **N/A** |Policy on social investment
including program related
investment|Para 1.38|| |---|---|---| |Contribution made by
volunteers|Para 1.38|A great contribution is made by members
other than the trustees. We are very grateful
for the many hours parents and staff have
spent organising, running and attending
events. Without this valuable contribution of
time, energy and expertise we would not
have been able to achieve so much.| |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|The PTA is proud of its achievements across
the 2024/25 financial year. The Summer
Fair and Christmas Fair were an enormous
success, bringing together the pupils and
families of the school as well as members of
the local community. Other significant
fundraisers included the
•
Quiz Night
•
School Discos
•
Summer Circus
•
Wreath Making event
•
Second Hand Uniform Sales
The money raised by the PTA has been
used in a variety of ways to benefit our
community, including:
•
Providing a Christmas Panto to
pupils along with other theatrical
events provided by an external
theatre company.
•
VE Day Celebration
•
Classroom resources delivered as
‘Christmas Presents’ to the
classrooms
•
Purchase of classroom fans and
cooling devices for hot weather
following feedback from teachers and
parents.
The PTA liaise with the school about what
the school would like to be funded. As there
are more things on the 'wish list' than funds
available there is a process of prioritising
and voting to arrive at a final agreement. All
parents and staff have a right to hand in
requests. A presentation of the PTA's
finances is delivered at each Annual General
Meeting (AGM) at the beginning of the
academic year.| The charity ended the financial year with higher reserves than usual due to a concentrated fundraising effort towards ‘Project Flush’ raising funds to be applied towards the refurbishment of certain areas of the school which are in need of repair but for which the repairs have not yet commenced. This fundraising was extremely successful and Dundonald School will benefit from these funds during the 2025/26 financial year. We wish to extend our thanks to volunteers, supporters and wider community who contributed towards these efforts. **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||**N/A**| ## **Financial Review** |**Financial Review**||| |---|---|---| |Review of the charity’s
financial position at the end
of the period|Para 1.21|The net result for the year was an excess
of receipts over payments of £29,809.| |Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|The Charity had no formal policy on
reserves in this period.| |Amount of reserves held|Para 1.22|The year end funds held were £70,716
(2024: £40,907). £10k of this was an
individual donation and is held as a
restricted fund to be transferred to
Dundonald School in 2025/26 specifically
for the school toilet refurbishment during
the next financial year.| |Reasons for holding zero
reserves|Para 1.22|Not applicable| |Details of fund materially in
deficit|Para 1.24|Not applicable| |Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23|The Trustees are not aware of any material
uncertainties that may cast significant
doubt upon the PTA's ability to continue as
a going concern| |**Additional information (optional)**
You may choose to include further statements|**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**| |Other||**N/A**| ## **Structure, Governance and Management** |Description of charity’s
trusts:||| |---|---|---| |Type of governing document
(trust deed, royal charter)|Para 1.25|Written constitution| |How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|Dundonald PTA is constituted as an
unincorporated charitable association
governed by a written constitution, with
elected trustees responsible for its
management.| |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|The PTA Committee is elected at the annual
AGM on behalf of the members.| |**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|**N/A**| |Relationship with any related
parties|Para 1.51|**N/A**| |Other||**N/A**| ## **Reference and Administrative details** |Charity name|DUNDONALD PRIMARY SCHOOL PTA| |---|---| |Other name the charity uses|Not applicable| |Registered charity number|1121689| |Charity’s principal address|DUNDONALD PRIMARY SCHOOL
DUNDONALD ROAD
LONDON
SW19 3QH| ||| ## **Names of the charity trustees who manage the charity** |1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**| |---|---|---|---|---| ||Louise Crowley|Chair|Stepped down 1 Oct
2025|| ||Tara McSweeney|Secretary||| ||Ili Afifuddin|Trustee||| ||LindseyPeck|Trustee||| ||Natalie Kemsley|Trustee|Appointed 14 March
2025|| ||Kate Silverstein|Trustee|Appointed 14 March
2025|| ||Laurien Gloag|Trustee|Appointed 14 March
2025|| ||Rhiannon Price|Treasurer|Appointed 14 March
2025|| ||Andrea Deol|Trustee|Stepped down 1 Oct
2025|| ||Nina Austin|Trustee|Stepped down 1 Oct
2025|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| – Corporate trustees names of the directors at the date the report was approved **Director name** Name of trustees holding title to property belonging to the charity **Trustee name Dates acted if not for whole year** ## **Funds held as custodian trustees on behalf of others** Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets ## **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 ## **Other optional information** ## **Declarations** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** R Price **Full name(s)** Rhiannon Price **Position (eg Secretary,** Treasurer **Chair, etc) Date** 6 May 2026 |**Charity Name**|||**No (if any)**||| |---|---|---|---|---|---| |**Dundonald Primary School PTA**|||**1121689**||| |**Receipts and payments accounts**|||||**CC16a**| |**For the period**
**from**|1st October 2024
Period start date|**To**|Period end date
30th September 2025||| |**Section A Receipts and payments**|**Section A Receipts and payments**|||||| |---|---|---|---|---|---|---| |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest £**
**43,342**
**25,352**
**-**
**-**
**-**
**-**
**-**
**-**
**68,694**
**-**
**-**
**-**
**68,694**
**19,938**
**28,782**
**584**
**-**
**-**
**-**
**-**
**-**
**-**
**49,304**
**-**
**-**
**-**
**49,304**
**19,389**
**-**
**40,907**
**60,296**|**Restricted**
**funds**
**to the nearest £**
**-**
**10,420**
**-**
**-**
**-**
**-**
**-**
**10,420**
**-**
**-**
**-**
**10,420**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**10,420**
**-**
**-**
**10,420**|**Endowment**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Total funds**
**to the nearest £**
**43,342**
**35,772**
**-**
**-**
**-**
**-**
**-**
**-**
**79,114**
**-**
**-**
**-**
**79,114**
**19,938**
**28,782**
**584**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**49,304**
**-**
**-**
**-**
**49,304**
**29,809**||**Last year**
**to the nearest £**| |FundraisingEvents Income|**43,342**|||||**-**| |Donations|**25,352**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**68,694**|||||**-**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**|||||| ||**-**|||||**-**| |**_Sub total_**|**-**|||||**-**| |**_Total receipts_**
**A3 Payments**||||||| |||||||**-**| |||||||| |
Cost of FundraisingEvents|**19,938**|||||| |Donationspaid|**28,782**|||||**-**| |Adminsration expenses|**584**|||||**-**| |||||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| ||**-**|||||**-**| |**_Sub total_ **|**49,304**|||||**-**| |||||||| |**A4 Asset and investment**
**purchases (see table)**||||||| |**,**|**-**|||||| ||**-**|||||| |**_Sub total_ **|**-**|||||**-**| |**_Total payments_**
**_Net of receipts/(payments)_**
**A5 Transfers between funds**
**A6 Cash funds last year end**
**_Cash funds this year end_**||||||| |||||||**-**| |||||||| ||**19,389**|**10,420**|**-**|**29,809**||**-**| ||**-**|**-**|**-**|**-**||**-**| ||**40,907**|**-**|**-**|**40,907**||**-**| ||**60,296**|**10,420**|**-**|**70,716**||**-**| CCXX R1 accounts (SS) 09/02/2026 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
**B4 Assets retained for the**
**charity’s own use**
**B3 Investment assets**
**B2 Other monetary assets**
**B1 Cash funds**|Signature
**Details**
**Details**
**Details**
**Details**
Petty Cash
Main Fundraising Bank Account
Regular Donations Bank Account
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**to nearest £**
**60,062**
**234**
**-**
**60,296**
OK
**Unrestricted**
**funds**
**to nearest £**
**46**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**
Print|**Restricted funds**
**to nearest £**
**10,420**
**-**
**-**
**10,420**
OK
**Restricted funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Name|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**Endowment**
**funds**
**to nearest £**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| |||||| |||||| |||||| |||||| |||||| |||||| |||||Date of
approval| |||Ili Afifuddin||| |||Rhiannon Price||6.5.26| |||||| CCXX R2 accounts (SS) 09/02/2026 2 **Independent examiner's report on the accounts** ## **Section A Independent Examiner’s Report** |**Report to the trustees/**
**members of**
**On accounts for the year**
**ended**
**Responsibilities and**
**basis of report**|Dundonald Primary School Parent Teacher Association|Dundonald Primary School Parent Teacher Association|Dundonald Primary School Parent Teacher Association| |---|---|---|---| ||||| ||30 September 2025|**Charity no**
**(if any)**|1121689| ||||| ||||| ||I report to the trustees on my examination of the accounts of the above
charity (“the Trust”) for the year ended 30/09/2025.
As the charity's trustees, you are responsible for the preparation of the
accounts in accordance with the requirements of the Charities Act 2011
(“the Act”).
I report in respect of my examination of the Trust’s accounts carried out
under section 145 of the 2011 Act and in carrying out my examination, I
have followed all the applicable Directions given by the Charity Commission
under section 145(5)(b) of the Act.||| **Independent examiner's statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect: - the accounting records were not kept in accordance with section 130 of the Charities Act; or - • the accounts did not accord with the accounting records; or • the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination. I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. |**Signed:**
**Name:**
**Relevant professional**
**qualification(s) or body**
**(if any):**
**Address:**
|THarper|24 March 2026| |---|---|---| |||| ||Thomas Harper|| |||| ||ICAEW Chartered Accountant
Membership #1448555|| |||| ||222 Raeburn Avenue, Surbiton, Surrey. KT5 9EE|| |||| 1 **Mar 2026** **IER**