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2023-08-31-accounts

Trustees. Annual Report for the period Period start date Period end dale 2023 From To Section A Reference and administration details Charity namo larrow Lodge Primary PTA Other names charlty Is known by Reg18tered charlty numbor (if any) 1130641 Charity's principal addre$8 Harrow Lodge prlrnary School Rainsford way Homchur¢h, Essex Po8tcodg RM12 4BP Namè8 of the charlty trusteos who manago the charity Oate• a¢t•d If not for whol• Nam• of p•r•on {or body) •ntlU•d Int tru•te• Ilan Tru8t•• nam• Offl¢• {If any) Kelly Lawson Jason Cordery Gemma Plewa Hanna Walsh Chalr Treasurer Secretary Admin secretary 01109122 - 3110812023 01109122- 3110812023 01109122- 3110812023 01109122 - 3110812023 10 12 13 14 15 16 17 18 19 20 Names of the trusteos for tho ¢harlty, If any, {for example, any custodian trustees) Namo Dates acted rf not for whole TAR March 2012

Names and addresses of advisers (Optional infom)atlon) e of advisor Namè Address Name of ¢hief exocutivo or names of senior staff members {Optlonal information) Section B Structure, overnance and mana ement Doscrlptlon of tho charlty's trusts Constltution Type of governing document lpg. Iru.*l deed, corislilulion I How the charity Is constituted lerJ Irijsl, association. cofnpani/l Association Trust88 Selection methods IOCJ 'AidPOli)led ky, eiecl,.,d L',yl Elected by Memb8rs at AGM and hold office until next AGM. Nomlnations can be made by any member and s8conded by another Addltlonal governanco18sues (Optlonal Inforniationl Risk Assessments are carried out for all funds ralslng events. These are checked by the site manager and agr8ed with Haad teacher You may choose lo in¢lud8 additional information, where relevant, about.. policies and procedures adopled for the induction and training of trustees; the charily's organisational structure and any wider network with which the charily works., relationship wth any related parti6S' trustees, consideration of major risks and the system and procedures lo manage them. Section C Ob ectives and activities The objective of Harrow Lodge primary School PTA Is to advance th8 education of th8 pupils in the school, parliculady by continuing to bulld effective relationships between the slaff, parents and others associated with the school and by engaging in adivities or providing fa¢ilitl8s or equipment which support the school and advance the education of pupils but also to enable some fun time for the children. Summary of tho object$ of tho charity set out In Its govorning document TAR March 2012

The Trusteas have had regard to the guidan￿ issued by the charity ommission on publi¢ benefit whilst undertaking their activities and fundraising. The events continue to be well communicated through the school and through social media. We have also had success with local residents attending our event such as Fireworks and Summer fate which we held on a Saturday this year. Lottery sales have beèn ok, we need another push on ticket sales lo increase profil al rofit raised - £ 745.16 Father's da still a very popular event wlth Children, loss made due to high levels of stock purchased Total Los8 - £543.28 Easter Event- we held an easter egg hunt on the field again. which the children enjoyed. Total Profit - £432.13 Summary of tho maln actlvltl8s undortakon for the public benoflt In relation to thesè objects lincludg wlthln thls sectlon the statutory declaration that trustoès have had rogard to tho guidan Issued by the Charlty Comrni38ion on public boneflt) Summor falr- We held our summer carnival on a Saturday again this year, which was again popular with childrenl parents with local community joins us to. Which in¢luded inflalables, external stalls, t)onkey rides, along with a BBQ and refr8shment bar. Total Proflt- £ 1420.68 Fireworks - this event is hugely popular not just with schools childrenlparènts back with the local community too. We continue to run this event e8¢h year. Total Proflt . £ 3 938.31 Christmas event- we held a number of events OV8r December which included a Fate, breakfast with Santa and whole school trip to a panto show. All events were a success and we will continue to host these events over the Christmas period Total roflt - £ 954.43 Mother's Da Anoth8r popu18r event with, unfortunately to much stock was purchased again, which has resulled In a lost this y8ar. Total 108t £ 189.84 Ice croam Stalls - selling ice creams to pupils after school during the spring and summer temis. Addftlonal details of objectlves and activities (Optional infomiation) TAR Marth 2012

The PTA continues to have a small group of very hard working dedicated volunteers who give up their time freely to meet the objectives of the charity, without whos8 help and support such events would not be possible. Our objective for the coming year continues lo be to organise events that inspire the community spirit within the school whilst raising funds for air conditioning for our sch¢)ol 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 TAR Marth 2012

Section D Achievements and performance Our main objective this school year is to raise money to fund the purchase of Air-con for school class rooms. Summary ofthe main achievoments of the ¢harity durlng the year TAR March 2012

Section E Financial review We keep a reserve of £5,000 in the bank to meet expenditure requirements for events Brief ststement of the charbty's policy on reservos Details of any funds materially In doficit Further flnancial revlew detalls (Optlonal Informatlon) Our main aim is to provide succ8ssful events that everybody can afford and enjoy and to continue brining the school and community together. We continue to liaise with the school and we hop8 Woth Ihe head's help we can continue to organise more events and raise more money flr the school. You may choose lo Include additional infomiatlon, where relevant about.. the Charity's principal sources of funds (including any fundraising); how expenditure has supported the key objectiv8s of the charity- investment policy and objectives including any ethical investment pollcy adopted. Section F Other optional information We would lik8 to thank all of you who hav8 donated your lime lo make our ev8nts a success. All help Is greatly appreciated. We hope that we can continue to work togelh8r and hopefully gain som8 more dedicated members. Everybody's lives are busy, and we know how precious time is for all. We are extremely graleful to all those people who are able to give up a little bll of their time to h81p the school and the Children. Section G Declaration The trustees declare that thoy have approved the trustees, report above. Slgnod on behalf of the charlty's trust¢e6 Signature(s) Full namels) P081tlon leg Secretary, Chabr, etcl IILI Es TAR March 2012

File ref 1 File ref 2

Details

Date

amount

Only the date entry and opening balances in this row Only the date entry and opening balances in this row
No entries in this row
9/6/2022 School Lotery 62.40
9/13/2022 Sumup 1,087.32
9/16/2022 Havering Theatre 3,135.00
9/21/2022 Sumup 210.98
9/27/2022 Sumup 41.39
10/3/2022 Stripe 2,329.90
10/4/2022 School Lotery 48.00
10/4/2022 Amazon 12.49
10/12/2022 the Glow company 213.76
10/12/2022 Lloyds bank fountain fund 500.00 income
10/12/2022 Amazon 23.96
10/27/2022 Abbots bounct castle 60.00 deposit
10/28/2022 Amazon 33.92
10/31/2022 Costco 47.97
10/31/2022 Cash withdrawal 230.00 funfair
11/1/2022 School Lotery 9.00
11/1/2022 Stripe 1,473.87
11/1/2022 Tesco 92.44
11/2/2022 Tesco 12.10 PTA meetng
11/2/2022 Tesco 33.50
11/4/2022 Cash withdrawal 900.00 Float
11/4/2022 Cash withdrawal 280.00
11/4/2022 Amazon 29.99
11/7/2022 Fat Pizza 350.00
11/7/2022 Booker 396.87
11/8/2022 Sumup 432.57
11/8/2022 School Lotery 60.00
11/14/2022 Cash deposit 315.00
11/14/2022 Cash deposit 340.00
11/14/2022 Cash deposit 500.00
11/14/2022 Cash deposit 500.00
11/14/2022 Cash deposit 480.00
11/14/2022 Cash deposit 236.05
11/14/2022 Cash deposit 400.00
11/14/2022 Cash deposit 840.00
11/14/2022 Cash deposit 600.00
11/14/2022 Cash deposit 680.00
11/14/2022 Cash deposit 321.45
11/14/2022 Morrisons Dagenham 176.00
11/14/2022 Morrisons Dagenham 40.00
11/14/2022 ATM Withdrawal 100.00
11/15/2002 Sumup 7.87
11/15/2022 Amazon 18.55 refund

11/18/2023 Amazon 14.66 11/21/2022 Risuls LTD 56.67 IT equipment 11/21/2022 Amazon 42.72 11/21/2022 Home Bargains 23.81 11/21/2022 Ikea 27.00 11/22/2022 Anderson wholesale 190.20 11/23/2022 Fire work crazy 2,400.00 deposit for 2023 11/30/2022 Tesco 24.08 11/30/2022 Havering Council 21.00 12/1/2022 Stripe 4,303.26 12/1/2022 Books for people 36.98 12/2/2022 Booker 55.86 12/6/2022 School Lottery 48.00 12/6/2023 Amazon 24.98 12/9/2023 Cash withdrawal 900.00 Float 12/9/2022 Tesco 62.40 12/9/2022 Booker 334.99 12/9/2022 Amazon 18.99 12/12/2022 Cash deposit 615.62 12/12/2022 Cash deposit 366.84 12/12/2022 Cash deposit 235.00 12/12/2022 Cash deposit 520.00 12/12/2022 Cash deposit 280.00 12/12/2022 Cash deposit 360.00 12/12/2022 Cash deposit 210.00 12/12/2022 Cash deposit 320.00 12/12/2022 Cash deposit 105.00 12/12/2022 ATM Withdrawal 300.00 12/13/2022 Sumup 31.96 12/13/2022 Tesco 30.63 12/13/2022 SP Books 4 People 25.97 12/15/2023 Asda 14.23 1/3/2023 Wise project 212.50 1/3/2023 Stripe 219.58 1/5/2023 School Lottery 48.00 1/10/2023 School Lottery 9.00 1/13/2023 Wise project 3.00 1/26/2023 Risuls LTD 175.84 1/26/2023 Card Factory 13.00 1/26/2023 Poundland 33.00 1/30/2023 Cut price wholesale 105.30 1/31/2023 Amazon 25.40 2/3/2023 Amazon 29.99 2/7/2023 Havering Theatre 1,180.00 2/8/2023 School Lottery 60.00 2/8/2023 Costco 67.20 2/9/2023 Amazon 20.98 refund 2/14/2023 School Lottery 9.00 3/7/2023 School Lottery 66.00 3/9/2023 Asda 20.00 refund

3/9/2023 poundland 72.00 3/9/2023 Cut price wholesale 539.71 3/9/2023 Booker 348.73 3/9/2023 Home Bargains 151.25 3/9/2023 Asda 18.00 3/9/2023 Asda 20.00 3/9/2023 Poundland 148.00 3/9/2023 ATM Withdrawal 50.00 3/14/2023 School Lottery 9.00 3/15/2023 ATM Withdrawal 500.00 Float 3/20/2023 ATM Withdrawal 90.00 3/21/2023 Tesco 144.00 3/21/2023 Tesco 243.00 3/27/2023 Risuls LTD 358.99 3/29/2023 Aldi 27.81 3/31/2023 Tesco 35.00 4/3/2023 Stripe 152.72 4/4/2023 School Lottery 48.00 4/6/2023 Credit paid in 2,015.94 4/6/2023 Credit paid in 705.65 4/11/2023 Parent kind 140.00 4/12/2023 School Lottery 9.00 4/24/2023 Amazon 8.50 refund 5/2/2023 Stripe 23.57 5/3/2023 School Lottery 48.00 5/19/2023 Amazon 47.20 refund 5/31/2023 School Lottery 9.00 6/1/2023 Stripe 74.30 6/5/2023 Fire work crazy 720.00 6/6/2023 School Lottery 69.00 6/6/2023 Poundland 260.00 6/6/2023 Booker 195.64 6/6/2023 Home Bargains 139.32 6/7/2023 Cash withdrawal 80.00 Float 7/9/2023 Actifwear 781.75 year 6 leavers 6/13/2023 Booker 464.41 6/14/2023 Amazon 32.99 6/15/2023 Credit paid in 173.05 6/15/2023 Cash withdrawal 360.00 Float 6/15/2023 wellgate communitry farm 405.00 6/15/2023 Carly Dann 145.00 6/15/2023 tesco 7.00 6/15/2023 Booker 134.86 6/20/2023 Havering Council 21.00 Internet 6/23/2023 Amazon 19.98 6/26/2023 Risuls LTD 75.99 IT equipment 6/26/2023 Amazon 36.47 6/27/2023 Amazon 32.97 6/28/2023 Booker 379.88 6/28/2023 Aldi 97.02 6/30/2023 Credit paid in 752.78

6/30/2023 Cash withdrawal 790.00
6/30/2023 Booker 40.57
6/30/2023 Amazon 24.98
7/3/2023 Stripe 157.34
7/3/2023 Booker 121.61
7/3/2023 Tesco 34.05
7/3/2023 Aldi 14.22
7/3/2023 Sainsbury 1.04
7/3/2023 Poundland 13.00
7/3/2023 Tesco 62.48
7/4/2023 School Lotery 56.60
7/4/2023 Sumup 66.37
7/5/2023 Credit paid in 2,043.80
7/5/2023 Credit paid in 4,014.55
7/5/2023 Carly Dann 435.00
7/17/2023 Amazon 23.95
7/18/2023 Credit paid in 606.57
7/19/2023 leaping lily castle 2,200.00 Free Event funded by PTA
7/19/2023 Havering Theatre 4,133.00
7/21/2023 Brewery 3.00 car park
8/1/2023 Stripe 36.66
8/4/2023 School Lotery 9.00
8/8/2023 School Lotery 68.20
8/15/2023 Harrow Lodge PTA invoice 5,408.56
No entries in this row

Date Details amount

No entries in this col Uniform Lottery Ice Cream
Stall
Ice Cream
Stall
Fireworks
No entries in this row
62.40
1,087.32
210.98
41.39
830.13
48.00
500.00
9.00
1,473.87
432.57
60.00
315.00
340.00
500.00
500.00
480.00
236.05
400.00
840.00
600.00
680.00
321.45
7.87
18.55

==> picture [86 x 726] intentionally omitted <==

48.00

48.00 9.00 60.00 9.00 66.00 20.00

2,011.13

==> picture [86 x 727] intentionally omitted <==

9.00 48.00 9.00 48.00 9.00 74.30 69.00 173.05 752.78

==> picture [449 x 313] intentionally omitted <==

----- Start of picture text -----
56.56
606.57
9.00
68.20
No entries in this row
2,189.82 745.16 1,532.40 9,730.79
----- End of picture text -----

Panto Spooky
Disco
(both)
Mothers
day
Fathers
day
Christmas
Fair
Breakfast
with Santa
Summer
Fair
Income
Egg Hunt
No entries in this col.
1,034.87 264.00 200.00

2,292.13

615.62 366.84 235.00 520.00 280.00 360.00 210.00 320.00 105.00 31.96 212.50 219.58

25.40

20.98

20.00

152.72 2,015.94 705.65 8.50 23.57 47.20

157.34 66.37 2,043.80 4,014.55 36.66 4,041.00 264.00 2,112.62 2,043.80 2,762.32 419.58 4,080.92 881.94

£ - £ 15,583.58
Current
balance
- 2,138.88
Cash
Bank
Total Exp
Total income
- 17,722.46
No entries in this row
62.40 62.40 -
1,087.32 1,087.32 -
- - 3,135.00 3,135.00
210.98 210.98 -
41.39 41.39 -
2,329.00 2,329.00 -
48.00 48.00 -
- - 12.49 12.49
- - 213.76 213.76
500.00 500.00 -
- - 23.96 23.96
- - 60.00 60.00
- - 33.92 33.92
- - 47.97 47.97
- - 230.00 230.00
9.00 9.00 -
1,473.87 1,473.87 -
- - 92.44 92.44
- - 12.10 12.10
- - 35.00 35.00
- - 900.00 900.00
- - 280.00 280.00
- - 29.99 29.99
- - 350.00 350.00
- - 396.87 396.87
432.57 432.57 -
60.00 60.00 -
315.00 315.00 -
340.00 340.00 -
500.00 500.00 -
500.00 500.00 -
480.00 480.00 -
236.05 236.05 -
400.00 400.00 -
840.00 840.00 -
600.00 600.00 -
680.00 680.00 -
321.45 321.45 -
- - 176.00 176.00
- - 40.00 40.00
- - 100.00 100.00
7.87 7.87 -
18.55 18.55 -
- - 14.66 14.66
- - 56.67 56.67
- - 42.72 42.72
- - 23.81 23.81
- - 27.00 27.00
- - 190.20 190.20
- - 2,400.00 2,400.00
- - 24.08 24.08
- - 21.00 21.00
4,303.26 4,303.26 -
- - 36.98 36.98
- - 55.86 55.86
48.00 48.00 -
- - 24.98 24.98
- - 900.00 900.00
- - 62.40 62.40
- - 334.99 334.99
- - 18.99 18.99
615.62 615.62 -
366.84 366.84 -
235.00 235.00 -
520.00 520.00 -
280.00 280.00 -
360.00 360.00 -
210.00 210.00 -
320.00 320.00 -
105.00 105.00 -
- - 300.00 300.00
31.96 31.96 -
- - 30.63 30.63
- - 25.97 25.97
- - 14.23 14.23
212.50 212.50 -
219.58 219.58 -
48.00 48.00 -
9.00 9.00 -
- - 3.00 3.00
- - 175.84 175.84
- - 13.00 13.00
- - 33.00 33.00
- - 105.30 105.30
25.40 25.40 -
- - 29.99 29.99
- - 1,180.00 1,180.00
60.00 60.00 -
- - 67.20 67.20
20.98 20.98 -
9.00 9.00 -
66.00 66.00 -
20.00 20.00 -
- - 72.00 72.00
- - 539.71 539.71
- - 348.73 348.73
- - 151.25 151.25
- - 18.00 18.00
20.00 20.00 -
- - 148.00 148.00
- - 50.00 50.00
9.00 9.00 -
- - 500.00 500.00
- - 90.00 90.00
- - 144.00 144.00
- - 243.00 243.00
- - 358.99 358.99
- - 27.81 27.81
- - 35.00 35.00
152.72 152.72 -
48.00 48.00 -
2,015.94 2,015.94 -
705.65 705.65 -
- - 140.00 140.00
9.00 9.00 -
8.50 8.50 -
23.57 23.57 -
48.00 48.00 -
47.20 47.20 -
9.00 9.00 -
74.30 74.30 -
- - 720.00 720.00
69.00 69.00 -
- - 260.00 260.00
- - 195.64 195.64
- - 139.32 139.32
- - 80.00 80.00
- - 781.75 781.75
- - 464.41 464.41
- - 32.99 32.99
173.05 173.05 -
- - 360.00 360.00
- - 405.00 405.00
- - 145.00 145.00
- - 7.00 7.00
- - 134.86 134.86
- - 21.00 21.00
- - 19.98 19.98
- - 75.99 75.99
- - 36.47 36.47
- - 32.97 32.97
- - 379.88 379.88
- - 97.02 97.02
752.78 752.78 -
-
-
-
157.34
-
-
-
-
-
-
56.56
66.37
2,043.80
4,014.55
-
-
606.57
-
-
-
36.66
9.00
68.20
-
- 790.00 790.00
- 40.57 40.57
- 24.98 24.98
157.34 -
- 121.61 121.61
- 34.05 34.05
- 14.22 14.22
- 1.04 1.04
- 13.00 13.00
- 62.48 62.48
56.56 -
66.37 -
2,043.80 -
4,014.55 -
- 435.00 435.00
- 23.95 23.95
606.57 -
- 2,200.00 2,200.00
- 4,133.00 4,133.00
- 3.00 3.00
36.66 -
9.00 -
68.20 -
- 5,408.56 5,408.56
No entries in this row
30,804.35 - - 2,138.88 32,943.23
Cash
Total income
Bank
Total Exp
Surplus
- 2,138.88
Bank/cash
- 2,138.88
Checked

Uniform Lottery Ice Cream Fireworks Panto Stall

3,135.00

12.49 213.76 23.96 60.00 47.97 230.00 92.44 35.00 900.00 280.00 29.99 350.00 396.87

2,400.00 1,180.00

==> picture [85 x 727] intentionally omitted <==

195.64 80.00 464.41

134.86

720.00

4,133.00
5,408.56
No entries in this row
No entries in this row
5,408.56 - 874.91 5,792.48 8,448.00

Expenditure

Spooky Mothers Fathers day Christmas Breakfast with Summer Fair Egg Hunt Disco (both) day Fair Santa

33.92

176.00

40.00

100.00

14.66 42.72 23.81 27.00 190.20 24.08 55.86 24.98 900.00 62.40 334.99 18.99

300.00 30.63 25.97 14.23

175.84 13.00 33.00 105.30 29.99 67.20

72.00 539.71 348.73 151.25 18.00 148.00 50.00 500.00 90.00 144.00 243.00 358.99 27.81 35.00 260.00 139.32 32.99 360.00 405.00 145.00 19.98 36.47 32.97 379.88 97.02

790.00 40.57 24.98 121.61 34.05 14.22 1.04 13.00 62.48 435.00 23.95 3.00 33.92 1,922.78 1,500.52 1,807.89 688.63 2,660.24 449.81

Year 6
leavers disco
Harrow Lodge
PTA
purchasing
No entries in this col.

12.1

56.67 21 36.98

140 781.75 21 75.99

2,200.00 3,355.49

Column Heading
Uniform
Lottery
Ice Cream Stall
Fireworks
Panto
Spooky Disco (both)
Mothers day
Fathers day
Christmas Fair
Breakfast with Santa
Summer Fair
Egg Hunt
Harrow Lodge PTA purchasing
Totals
Totals from cash book totals
Surplus/defcit from blue cell.
Income
Expenditure
Column1
Column2
Column3
2,189.82 5,408.56 - 3,218.74
745.16 - 745.16
1,532.40 874.91 657.49
9,730.79 5,792.48 3,938.31
4,041.00 8,448.00 - 4,407.00
264.00 33.92 230.08
2,112.62 1,922.78 189.84
2,043.80 1,500.52 543.28
2,762.32 1,807.89 954.43
419.58 688.63 - 269.05
4,080.92 2,660.24 1,420.68
881.94 449.81 432.13
- 3,355.49 - 3,355.49
30,804.35 32,943.23 - 2,138.88
30,804.35 32,943.23 - 2,138.88
- 2,138.88
Surplus
/Defcit(-)
Income
Expenditure
Column1
Column2
Column3
2,189.82 5,408.56 - 3,218.74
745.16 - 745.16
1,532.40 874.91 657.49
9,730.79 5,792.48 3,938.31
4,041.00 8,448.00 - 4,407.00
264.00 33.92 230.08
2,112.62 1,922.78 189.84
2,043.80 1,500.52 543.28
2,762.32 1,807.89 954.43
419.58 688.63 - 269.05
4,080.92 2,660.24 1,420.68
881.94 449.81 432.13
- 3,355.49 - 3,355.49
30,804.35 32,943.23 - 2,138.88
30,804.35 32,943.23 - 2,138.88
- 2,138.88
Surplus
/Defcit(-)
Should be zeros (i.e. the same), if
not there's apostngerror
0.00
0.00
0.00
-0.00

==> picture [49 x 73] intentionally omitted <==

==> picture [188 x 52] intentionally omitted <==

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Charity Name members of Harrow Lodge primary PTA On accounts for the year 31/08/23 Charity no 1130641 ended (if any) Set out on pages (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/23 . Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the 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.

Date: 28/11/2023 Signed: Name: MARIA HAYNES Relevant professional CIMA qualification(s) or body (if any):

Address: Harrow Lodge Primary school Rainsford way Hornchurch, Essex, RM12 4BP

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

1

Oct 2018

IER

Give here brief details of any items that the examiner wishes to disclose .

2

Oct 2018

IER