Joseph Hood Primary School Parents Teachers and Friends Association (Charity Registration Number: 1146591) Trustees, report and accounts for the Year Ended 30 September 2024
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Contents Trustees, Annual Report Reference and Administrative details Structure, Govemance and Management Objectives and Activities Achievements and Perfonnance Financial Review Declarations Annual accounts for the year ended 30 September 2024 Statement of Financial Activities Balance Sheet as at 30 September 2024 Notes to the accounts Note 1: Basis of Preparation Note 2: Transactions with Trustees Independent Examiners Report 10 13
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Trustees, Annual Report Reference and Administrative details Charity name: Joseph Hood PTFA Registered charlty number: 1149591 Principal address: Joseph Hood Primary School, Whatley Avenue, Raynes Park, LONDON. SW20 9NS Executive Committee: The Executive Committee is made up of the following people: Name Office Lauren Russouw Interim chair- appointed April 2025. Trustee from March 2025 Nick Singfield-strank Treasurer- appointed July 2024 Trustee from March 2025 Anita Saville Executive Head Trustee (appointed 0111012023) Elizabeth Wright Head Teacher Trustee (appointed 0611112020) Jemma Hewson Trustee (appointed 0611112020) Anna Lunec Hill Secretary from 2018 Trustee (appointed 2110412023) Hannah Tayler Vice-chair appointed September 2023 Jaclyn Hughes Chair appointed December 2023, Vice-chair September 2023 Trustee from 1 October 2023. Resigned April 2025 Jane Warwick Treasurer and Trustee (resigned 31 January 2024) 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Chair and trustee appointed September 2023, and resigned December 2023. Jeremy Williams All members of the Executive Committee are trustees to the charity during their time in office. Structure, Governance and Management The charity is an unincorporated association of parents, guardians, carers, staff and teachers governed under the constitution adopted on 25th May 2012. The trustees are appointed for the forthcoming year by the members of Parents, Teachers and Friends Association during the Annual General Meeting (AGM) held in the autumn term each year. Objectives and Activities The objectives of the charity are: To raise funds for extra facilities, activities and equipment at Joseph Hood Primary School, and to allocate those funds to projects conforming to objectives set by the committee of the charity. To enhance the school experience outside of normal educational spending and to meet further objectives set at the AGM each year where possible. To develop effective relationships between the stsff, parents and other associated with the school. The Executive Committee, as trustees of the charity, confinn that they hav Cui I Iyiiru v¥iii i li ieil duty to conduct the affairs of the charity with due regard to the Charity Commission's guidance on public benefit. Achievements and Performance We have raised slightly less of fvnd in the year ended 30 September 2024 to those raised in the previous year. The number of people engaging in this collective endeavour is reducing each year. We rely on a loyal and determined group of individuals to ensure the SucsS of the charity. The charity remains dependent upon parents. teachers, friends and trustees to make the charity successful. We are very grateful to these people for continuing to give up their time in order to organise and run the events. The main activities for the year 2023- 2024 were the annual Christmas fete, Christmas Bazaar and Summer Fetes. Plus the Fun run, a Les Mills sponsored workout, and a number of smaller community events including discos, cake sales and quizzes. 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 The profit achieved has allowed the PTFA to put aside money for a number of projects which will benefit the school community- In addition to this the charity continues to help to bring the school community together for a shared purpose and is valued for the social opportunities it provides. Financial Review ReIpts during the year totslled £29,519.66 (2023: £39,028.48) which represents a decrease on last year's ceIpts. This decrease is due to a correction in 2023 which has inflated those figures. Takings across all of our major events is consistent. Statement The twstees have had regard to the guidance issued by the Charity Commission on public benefit. All activities that the charity provides have the sole objective of raising funds to coriii ibute to the school for the enhancement of the pupil's education. Alongside this the charity aims to contribute to building a strong school community both with the parents and carers of the school as well as locally with the community and local businesses. Declarations The trustees declare that they have approved the trustees report above. Signed on behalf of the charity's trustees: Signed Signed Full name dtK4MI¢ Full name Position Position Date Date 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Annual accounts for the year ended 30 September 2024 Profit and Loss Joseph Hood PTFA Forthe year ended 30 September 2024 Tumover GIftPJd 2)r4.63 Sale5 ,761.3Q $ponl4p1Dr.rnll TotaiTynTher 4T73 39.6 Cost of Sales CostofGoodsWd 812.fYJ stripi.tv YotsiCost•f 1•$ 550.61 Gross Profrt WJ03 Admlnlstrative Costs Il91 .Iwt Glvin¥TfS Purch4$estsf8ofA5wservlcesfrJiptsplls PuoIO0ds0r$e1vesItsIpupl1s- S¢hool Fund 8til*rvIptifl 216.tyl 27.139.11 3(%). Jmiip fpe., Ttstal•thini5tr4tl¥eCosts 3%786.01 Operatlng Pri)Ilt 115170) Other Income Oth¢rlncome- atiOns1O khool Aw Otherlncome- EasyFundrdising T¢)ts1OttIn¢0n 4%.T2 Profit on OrdinaryArtivitle$ 8efore Taxatlon IW4891 Profit afterTaxation 14614A91 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Balance Sheet Joseph Hood PTFA As at 30 September2024 CurrentAssets CathatbankaThlln hand losLaph HIK)d. 165. 21917.97 23y152 credIto amountslallln due wlthin one 550.Th) o.oi iL8.67 Yearl. Ftoat 189.00 Y¢ar2. Float 47.65 Ye#r3- Float 21920 Yea¥S16. Float TotslCTrdltom' amountsfallin¥4l*wlthlnoney¢ar 13%1X)I NetCurrentA55ets {Liabilftlesl Total A55etsle55 Current Llabilities 21389S9 NetAssets ital and ReseThes c.(IrfP.IItYp4rEIi4nb5 15,6l4.891 89ts9 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Notes to the accounts Note 1: Basis of Preparation 1 .1 Basis of Accounting These accounts have been prepared under the historical cost convention with items recognised at cost or transaction unless otherwise stated in the relevant note(s) to these accounts. These accounts have been prepared in accordance with: The Statement of Recommended Practice (SORP): Accounting and Reporting by Charities preparing their accounts in accordan with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issues on 16 July 2014 The Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) And with the Charities Act 2011. The charity constitutes a public benefit entity as defined by FRS 102. 1 .2 Going Concern The Trustees consider that there are no material unrtaIntieS about the charity's ability to continue as a going concern. They have therefore continued to adopt the going concem basis in preparing these financial statements. 1 .3 Accounting Policies Recognition of Income Income is included in the Statement of Financial Activities (SOFA) when: The charity becomes entitled to the resources; It is more likely than not that the trustees will receive the resources. and The monetary value can be measured with sufficient reliability. 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Tax reclaims on donations and gifts Gift Aid receivable is included in income when there is a valid dedaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is tated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise Grants and donations Grants and donations are only included in the SOFA when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP). Note 2: Transactions with trustees or related parties Other than grants payable to Joseph Hood Primary School as per the receipts and payments report there We no related party transactions. None of the trustees have been paid any remuneration or received any other benefits from the charity. 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Independent Examiner's Report to the Trustees of the Joseph Hood Parent Teachers and Friends Association CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Report to the trustees Charity N8me Joseph Hood PTFA On accounts for the year ended 30 September 2024 Charity no (If any) 1149591 Set out on pages (remember to include the page number5 of additional sheets) I report to the trustees on my examination of the accounts of the above charity {°the Trust.) for the year ended 31109 12024. Responsibilities and basls of report As the charitys 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 D1ctionS given by the Charity Commission under section 145(5)(b) of the Act. 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 I have completed my examination. I confirm that no material matters have Independent examiner's come to my attention in connection with the examination which gives me statement 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 fonn 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 fairf view which is not a matter considered as part of an independent examination. I have no concems 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. Please delete the words in the brackets rf they do not apply. Date: 2210712025 Signed: Name: Jennifer Garven Relevant professional qualification(s) or body (if any): The Chartered Institute of Public Finance and Accountancy (CIPFA) Address: 82 Westway, London, SW20 9LS Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners). 12
Joseph Hood Primary School Parents Teachers and Friends Association Trustees, accounts Year ended 30 September 2024 Give here brief detalls of any items that the examiner wishes to disclose. 12