Lady Margaret School PTA Truslees, Annual Report & Accounts 2023
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Lady Margaret School PTA
CONTENTS
I Introduction
2 Objectives
3 Fundraising & Accounts
Activities
Independent examiner's report to the Trustees
Receipts and Payments Account
Projects supported
4 Other Activities
5 Operations
6 Contacts
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Lady Margaret School PTA Trustees, Annual Report & Accx>un18 2023
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1 INTRODUCTION
Lady Margarel School PTA {LMS PTA) is based al Lady Margaret School {LMS} in Parsons
Green, Fulham in London. The school is a Church of England secondary school for girls with
approximately 750 pupils and 90 staff. The school became an academy in 2012.
The PTA seeks to foster positive relations between staff and parents and lo enrich Ihe daily
lives of students. The PTA does Ihis by fostering good communications between all parents
and staff as well as raising money to fund items not covered by slatulory resources. The
PTA contributes in many ways to enhance the sense of community within school.
All staff and parents and guardians are automatically members ofthe PTA. Parents and
guardians number between 900 and 1,100. 'Active' members are muGh less., 20-40 parents
attend PTA meetings, but the Summer Garden Party, for example. can involve around 50
people with up to 150-200 in attendance on the day. Several parents serve on the
Governing Body.
The PTA is run entirely by volunteers with a Steering Committee made up principally of a
Chair, a Deputy Chair, a Treasurer and Secretary, who are elected at the AGM. There are
also teams of parents who take on specific tasks and responsibilities, such as the Christmas
Fair and Garden Party Committees and Class Representatives.
This Annual Report of the Trustees outlines the PTA'S activilies for Ihe 12-month period
ending 31 December 2023 and includes accounts that have been subject to an Independent
Examiner's Report.

Lady Margaret School PTA Trus18es' Annual Report & A(wunls 2023
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2 OBJECTIVES
The constitution of the PTA states that..
'The object of the Association is to advan￿ the education of the pupils in the school,. In
furtherance of this objective the Association may-
Develop more extended relalionships belween staff, parents and others
associated with the School.
Engage in activities which support the School and advance the education of the
pupils attending it.
Provide and assisl in the provision of facililies for education of pupils (not
normally provided by Ihe Local Funding Agency).
Fundraising is an important role of the PTA in furthering the above aims.

Lady Marg8iel School PTA Trustees, Annu81 Report & Accounts 2023
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3 FUNDRAISING & ACCOUNTS
During 2023 the PTA raised £53,243 (£47,204 after direct fundraising expenses)
and contributed £68,745 lo school projects. This compares with the previous year
2022, when £48.695 was raised (net of expenses).
Most events organised by the PTA seek to raise funds but they are also
occasions for parents and carers to meet and socialize, enhancing a sense of
community.
The main fundraising events during the Galendar year 2023 were..
Summer Garden Party
We held our annual Summer Garden Party on Saturday 8th July 2023. We raised
a total of £14,345 with costs of £2,684 giving a net profit of £11,660. In 2022 we
raised a total of £11 ,473 after costs.
Quiz Night
We held our much-loved Valentine's Quiz night in February this year. This proved
to be a very fun evening raising a total of £737.
Auction Night
We held another Promises Auction at school on Thursday 121h October. We had
some fabulous lots on offer from bespoke jackets to handmade jewelry, food,
wine and beauty products and much more. Delicious food was served on the
evening made by a talented team of parents. We were delighted to raise a total of
£10,691 after costs. In 2022 we raised £10,659 on our auction night.
Xmas Market
We held our annual Xmas Market on Saturday 25th November 2022. A total of
£14,041 was raised with costs of £2,171 giving a nel profit of £11,870. In 2022
our Xmas Market raised a total of £12,720 after expenses.
Both the Summer Garden Party and the Xmas Market were supported by Moveli
Estate Agents and the PTA is thankful to them and the many local businesses
and parents for their generous sponsorship, services and donations.
The accounts for the year are set out on following the pages and consist of a
receipts and payments account for the 12 months ending 31sl December 2023
and a statement of assets and liabilities as at 31 st December 2023. The accounts
have been independently examined and the Examiner's Report is set out on the
following page.

Lady Margaret School PTA Trustees. Annual Report & Accounts 2023
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LADY MARGARET SCHOOL PTA
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
FOR THE YEAR ENDING 31 DECEMBER 2023
I report on the accounts ofthe Trust Fund for the year ended 3151 December 2023, which are
attached.
Respective responsibilities of trustees and examlner
The charity's trustees consider thal an audit is not required for this year (under section 43(21
of the Charities Act 1993 (the Act), as amended by s.28 of the Charities Act 20061 and that
an independent examinalion is needed.
It is my responsibility to..
examine the accounts (under section 43 of the Act, as amended),
to follow the procedures laid down in the General Directions given by the Charity
Commission (under section 43{71{bl of the Act, as amended), and
to state whether particular matters have come to my attention.
Basis of independent examiner's statement
My examination was carried out in accordance with General Directions given by the Charity
Commission. An examination includes a review of the accounting records kept by the
charity and a comparison of the accounts presented with those records. It also includes
consideration of any unusual items or disclosures in the accounts, and seeking explanations
from the trustees concerning any such matters. The procedures undertaken do not provide
all the eviden￿ Ihat would be required in an audit, and consequently I do not express an
audit opinion on the accounts.
Independent examinerfs statement
In the course of my examination, no matter has come to my attention..
(1) which gives me reasonable cause to believe that in, any material respect, the
requirements
to keep accounting records in accordance with section 41 of the Act., and
to prepare accounts which accord with the accounling records and comply with the
accounting requirements ofthe Act hav8 not been met., or
{2) to which, in my opinion, attention should be drawn in order to enable a proper
understanding of the accounts to be reached.
MR J SIAN,32 Bawdsey Avenue, Ilford. IG2 7TJ
Dated..
73/1,/zt

RECEIPTS & PAYMENTS ACCOUNT
FOR THE YEAR ENDING 31ST DECEMBER 2023
Section A Recelpts and payments
lo thene&￿t£
Unrnstrlctsd lunds
Tllt￿ FL*ids
Liityear
A1 RF¢ol
IMCOMEFROM FUNDRAISIWG
Ckdislmas ￿￿[k￿lIe￿I￿s￿n2sFa1I
A￿l4r￿n Ni9hl
Nigh1
knmerGor¢eDPad
ExpMs¢s
894
IQ691
14,345
2.6
73
73T
737
TOTAL INCOME FROM FUNDFAISIN
INCOMEFROM DQNATIONS
950
erDonalip
11.004
11.004
AL DONATIC*48
AWK DEPOSIT INTEREST
INCOMETAX RECOVEREO UWDER GIFT AIO
Sub lolal
6,OJg
47,204
47,204
A2Asset and Investmentsales, elc.
Totairecèlpts
53.24
6.039
47.2V4
47,204
A3 P8ym•nts
GRAMTS MADE TO SCHOOL
NCPTAMEklBERSHIP
SUNDRY EXPÉNSÈS
68.745
140
1.724
58.745
6&745
J5.694
1,724
3A64
Sub tolal
70.608.63
70.609
70.e09
38.2
M As$et8nd Investrnent purchases,
elc.
Totalpayyyjents
70,609
70,609
70.60
39,290
Alet of receipts1(paymeTrlsJ
A5 Tran$f•r$ botwèèn funds
AS Cagh funds last yearelld
Deductaccrued Income
N9t Effeci trf pr•vlous yrAceruals
Add B$¢k aecrued expenditure
Cash funds this year end
-23,404.62
23,405
9,406
2,250
3,020
22,631
24.9D2.58
47￿3¥
Section B Statement of assets and liabilities at the end of the period
Un-
rèstrlct4d
lund$
Restricted
funds
Total
funds
tonpar0Bt£
B1 Cash funds
L￿JY Marwret S(huolPTAA¢¢¢u
2490J
Total c•sh funds
IncoTnpfroMChrf$￿aS Fall
24,905
24,903
B2 Olher monetary assets
125
1260
B3 Investment assets
B4 Assets retained for th&
charlty's own us8
85 Liabilitie5
Note I.. The formaloFthBs• accounts15 ba5Ed on thB ChaTNy Cornrnls$lon sl•ndard tsmplots ec16¥.
Nott 2.. Thtre w¢ig gnJowrnoDtfund¥ during th9Y￿r.
Notfi 3.. A detsiied br¢akdown olthograDts madeto the school l¥ wlthlnthb TIu5190 RèporL
Signed by one tfLL8te8 on b8half ol all th8 truste
bJ)b
Synalure
Pl￿1 Narne
Dateof
approval

Lady Margaret Scliool PTA
Projects supported 2023
During the year the main project supported by the PTA was the funding of the Place2Be counsellor who
has been transformative at the School. In addition lo this we funded a new sel of smart screens for the
science department as well as shelving for the library.
Place2Be Counsellor
Smart screens for the science department
Shelves for the library
35,000.00
30.000.00
3,745.00
68,745.00

Lady Margaret School PTA Trustees, Annual Report & Acwunts 2023
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4 OTHER ACTIVITIES
a) PTA Meetings
PTA meetings tend to be informal with members attending both in person and
virtually via Zoom.
b) Class representatives
Many parents have volunteered to be class reps. Their support in recruiting
volunteers for fundraising events and arranging social evenings has been
invaluable.
c} Year Lists
The school provide contact details for parents who have consented to have their
details shared lo Ihe class reps who then establish their own data bases and
disseminate PTA information.

Lady Margaret School PTA Truslees. Annual Report & Accounts 2023
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5 OPERATIONS
The PTA was granted charitable status on 26 June 2009 following a motion passed at
the monthly meeting in December 2007 and an application filed with the Charily
Commission in Seplember 2008.
The PTA has since soughl to benefit from this status by creating Gift Aid forms and
envelopes and forms to request zero-rated VAT on advertising materials purchased. In
the future the PTA may take up earlier suggestions from parents that items funded by
the PTA should be marked as such.
Accounts
Treasurer, Will Downs was responsible for preparing PTA accounts, monitoring and
Gontrolling the PTA bank account and supervising and safeguarding all money handling
al fund-raising events.
We are grateful to Jaspal Sian for filing an Independent Examiner's Report on Ihe
aGGounts.
Website
The PTA website is www.Imspta.org.
The website includes pages showing contacts, diary. news and projects supported as
well as the dates and times of upcoming meetings and events.
The PTA also has a presence on Instagram (@Imsparsonsgreen) and Facebook (Lady
Margaret School PTA}.

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6 CONTACTS
Class reps
There are Class Reps for most Glasses and the Parent Co-ordinator I Communicator
has a lisl of the latest volunteers.
steering Committee 2023
Rhona O'shea- Chair
Lynette Cowen - Events Co-ordinator
Will Downs- Treasurer
Additional Trustees
Elisabeth Stevenson - Head Teacher
Contact address details:
Lady Margaret School PTA
Lady Margaret School
Parsons Green, London SW6 4UN
Tel 020 7736 7138 (school offi'ce)
ladymargaretpla@gmail.com
www.1mspta.org
Registered Charity Number.. 1130371
Bankers
Lloyds TSB