## **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
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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