2023-08-31-accounts

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Trustees’ Annual Report for the period

From 01/09/2022 Period start date To 31/08/2023 Period end date

Charity name: Fairlawn PTA

Charity registration number: 1156424

Objectives and Activities

	SORP reference
Summary of the purposes of the charity as set out in its governing document	Para 1.17	Fairlawn PTA was established as a separate charity for the purpose of creating a central fundraising entity that supports extra curricular requirements for the children that attend Fairlawn Primary School. The school is based in South East London SE23.
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	Fundraising activities such as but not limited to school discos, winter & summer fairs, cake sales to upgrade equipment and improve outdoor space.
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	Para 1.18	I confirm the trustees have had regard to the public benefit when conducting fundraising.

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

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers

Other

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 charity has created a new outside place including a sandpit and shade structures in the playground. They have upgraded the outside space for outdoor learning. They have funded music workshops & brought resources including books for the school to enhance learning.

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

Achievements against objectives set	Para 1.41
Performance of fundraising activities against objectives set	Para 1.41
Investment performance against objectives	Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s financial position at the end of the period	Para 1.21	£8,105.12
Statement explaining the policy for holding reserves stating why they are held	Para 1.22	To inform the way the charity manages cash and to assist trustees when planning.
Amount of reserves held	Para 1.22	£2,000
Reasons for holding zero reserves	Para 1.22	N/A
Details of fund materially in deficit	Para 1.24	N/A – not in deficit
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
Investment policy and objectives including any social investment policy adopted	Para 1.46
A description of the principal risks facing the charity	Para 1.46
Other

Structure, Governance and Management

Description of charity’s trusts:		Fairlawn PTA
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	Association
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	Elected by the association

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name	Fairlawn PTA
Other name the charity uses	N/A
Registered charity number	1156424
Charity’s principal address	Fairlawn Primary School 18 Honor Oak Road London SE23 3SB

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 (ifany)
	Anna Judith Mary Chaddock	Chair
	Pollyanna Nisbet	Trustee	05/06/2023
	Victoria Elizabeth Thompson-Hill	Trustee
	Yvette Moore	Trustee

– 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 N/A held in this capacity Name and objects of the N/A charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for N/A 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) Full name(s) Pollyanna Nisbet Position (eg Secretary, Treasurer Chair, etc) Date 25/06/24

Charity Name Fairlawn PTA Charity number 1156424 Reporting period 01 SEPTEMBER 2022 - 31 AUGUST 2023 (Inclusive)

01/09/2022 Opening Balance £28,636.11

Total

	Income	Income	Expenditure	Expenditure
Sep-22	£	1,279.43	£	428.24
Oct-22	£	2,312.15	£	10,496.30
Nov-22	£	6,159.43	£	4,395.69
Dec-22	£	6,256.32	£	1,265.62
Jan-23	£	414.45	£	1,243.97
Feb-23	£	214.03	£	4,497.82
Mar-23	£	4,982.89	£	2,819.89
Apr-23	£	345.92	£	18.00
May-23	£	738.74	£	459.07
Jun-23	£	5,341.44	£	1,206.80
Jul-23	£	200.40	£	22,216.16
Aug-23	£	289.37	£	18.00
	£	28,534.57	£	49,065.56

31/08/2023 Closing Balance

£ 8,105.12

CHARITY COMMISSION FOR ENGLAND ANO WALES Independent examinerfs report on the accounts Section A Independent Examiner s Report R•port to th8 trusteesl members of On accounts for the yaar ended S I PNLC4 £012 Charlty no IIY any) I Ig6+L Sat Dut on pages I report to the trustees on my examination of the accounts of the above charity I'the Trusl'l lor the year ended R•sponslbllStlos and As th• chanty trustees of the Tnjst, you are responslbb for the preparation ba$1$ of report of the accounts in accordan￿ wth the requirements of Ihe Charit185 Act 2011 (Wie Act"). I report in respect of my examination of the TTUSt's accounts carried out under section 145 of the 2011 Art and in Ca￿￿ng out my examination, I have followed the applicable ￿rect[c￿S given by Ihe Charity Commission under section 1451Sllbl ol the A￿. I have c(Mnp￿tsd my ex8minats"on. I confirm that no tnaterial matters have come to my attention in c￿nection with the examinakn'on which giv95 me cause to b81i8ve that in, any rnaterial respect.. accounung recwds were not kgpt in 8¢cord9n￿ with 130 of the Act or the accounts do not 8cccwd wth ihe 8ccounb.ng T8￿rdS Ind•pendont •xamlner'$ $tstement I have no eoncems and have come a￿$$ no other matters in connection th the examinatign to which 8ttontion should be drawn in order to enable a proper understanding of the ac¢￿Jnts to be reached. Please delete the words in the brack8ts irthey (lo r￿t aP￿y. Slgn6d: Date: eq Name: L*K4TfJf+J Rolevant prof8s51onal quallfi¢atlonlsl or body {If any): 4¥s r6 94-7 S Addr•sg: LotK)CJcknJ ¢£12 IER October 2018

Section Disclosure Onty complete rf the 8¥aminer needs to highhght matters of concern (see CC32. Independent examination ol charty acc(NJnts'. direclion5 and guidance for exarninersl. Glve here brbef detslls of any Items that the examlnerwishes to disclose. JO T Is￿rGLOr￿. IER Octob•r 2018