Section A Reference and administration details **Charity name** Sheringdale Parent Teachers Association ~~ee~~ **Other names charity is known by** Sheringdale PTA ~~CT~~ **Registered charity number (if any)** 1168706 ~~[|[|]~~ **Charity's principal address** Sheringdale Primary School Standen Road London **Postcode SW18 5TR** ## **Names of the charity trustees who manage the charity** **Dates acted if not for Name of person (or body) entitled Trustee name Office (if any) whole year to appoint trustee (if any)** 1. Sirvan Smith Treasurer Appointed 14/10/24 AGM or PTA Committee 2. Jo Meredith Co Chair Appointed 23/4/23 AGM or PTA Committee **Names of the trustees for the charity, if any, (for example, any custodian trustees)** |**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|**Names of the trustees for the charity, if any, (for example, any custodian trustees)**|**Names of the trustees for the charity, if any, (for example, any custodian trustees)**| |---|---|---|---| |**Name**
**Dates acted if not for whole year**
**Names and addresses of advisers (Optional information)**
~~__~~|||| |**Type of adviser**
**Name**|**Address**||| |**Independent Examiner**
Karishma Anand|||| |**Head Teacher**
Ms Sarah Jones|Sheringdale Primary School, Standen Road, London SW18 5TR||| |**Teacher**
Mr PaddyHill|Sheringdale PrimarySchool, Standen Road, London SW18 5TR||| **Name of chief executive or names of senior staff members (Optional information)** N/A ~~PT~~ ~~ee~~ **Section B Structure, governance and management** **TAR** 1 2022/2023 ## **Description of the charity’s trusts** Constitution document adopted at the PTA Committee meeting of 5[th] May Type of governing document 2016. (eg. trust deed, constitution) The Sheringdale PTA is an Association. How the charity is constituted (eg. trust, association, company) Nominated, seconded and voted for at the AGM. Between each AGM Trustee selection methods trustees can be co-opted by PTA Committee Members at PTA Committee (eg. appointed by, elected by) meetings. ## **Additional governance issues (Optional information)** - The Sheringdale PTA works closely with the school and Head Teacher, or - You **may choose** to include their representative. - additional information, where relevant, about: The Sheringdale PTA is a member of PTA UK. - ● policies and procedures adopted for the induction and PTA Committee meetings are held regularly, mostly each half term, and training of trustees; as a minimum once a term. Project teams may be formed to work on - ● the charity’s organisational specific events and activities independently, and regularly report back to structure and any wider the PTA Committee. network with which the charity works; Each class has a PTA representative who liaises between the PTA Committee, project teams and parent volunteers. - ● relationship with any related parties; - ● trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** The objective of the Sheringdale PTA is to advance the education of pupils in the school in particular by: **Summary of the objects of the** ● Developing effective relationships between the staff, parents and **charity set out in its** others associated with the school. **governing document** - Engaging in activities or providing facilities or equipment, which support the school and advance the education of the pupils. **TAR** 2 2022/2023 |**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**
**Additional details of objectives**
You**may choose**to include
further statements, where
relevant, about:
● policy on grantmaking;
● policy programme related
investment;
● contribution made by
volunteers.|Development of effective relationships between the staff, parents and
others associated with the school:
● Each year, the PTA hosts events with wide participation from the
families and staff.
● Every year the PTA organises a Christmas Fair and Summer Fair. In
addition to raising funds for the school, participation by parents and
teachers develops a sense of school community increasing
commitment to the school. All families are encouraged to participate
in these events.
Activities aimed at advancing the education of pupils funded by the
Sheringdale PTA include:
● English and literacy enrichment workshops, author visits.
● IT Enrichment and equipment replacement.
● Various workshops and celebration events.
● Coaches for school trips.
● Support with infrastructure projects.
The trustees declare that they have throughout their activities had regard
to the guidance issued by the charity commission on public benefit.| |---|---| ||**and activities (Optional information)**| ||| Section D Achievements and performance **TAR** 3 2022/2023 It was a successful year of fundraising. Our charity performed well this **Summary of the main achievements of the charity** past year, raising funds for Sheringdale Primary School and its pupils. **during the year** Christmas fundraising activities raised £17,087. This included the sale of Christmas trees, a Christmas Raffle, Christmas Fair, Santa’s Grotto, Games plus other Christmas stalls. The Pentathlon sport event raised £3,394 Class Cake Sales raised £3,147 The Summer Raffle and Fair raised £14,285 The school disco raised £2,196 Further funds of £1,647 were generated from several initiatives, including Bags 2 School collection £484, Easter raffle £279 and PE T’shirts £884 Donations from other sources such as Easy Fundraising and Amazon Smile contributed £1,000. **Section E Financial review** The charity’s policy on reserves is to maintain a minimum of £5,000 for **Brief statement of the** the purpose of being able to fund all forthcoming expenses and floats for **charity’s policy on reserves** our fundraising events and any donation commitments to the school, however given continued strong fund raising cash reserves remain high. Balance in the charity bank accounts on 1 September 2023 totalled £44,943 and the balance on 31 August 2024 was £44,886. **Details of any funds materially** N/A **in deficit Further financial review details (Optional information)** N/A You **may choose** to include additional information, where relevant about: ● the charity’s principal sources of funds (including any fundraising); ● how expenditure has supported the key objectives of the charity; ● investment policy and objectives including any ethical investment policy adopted. **Section F Other optional information** **TAR** 4 2022/2023 The Sheringdale PTA would like to thank all the parents, carers, teachers and school staff for their continued support and participation in our activities this year. We would particularly like to thank the staff in the school office. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** S Smith **Full name(s)** Sirvan Smith **Position (eg Secretary, Chair, etc)**[Treasurer ] **Date** 05 June 2025 **TAR** 2022/2023 5 **Sheringdale Parent Teacher Association** **1168706** **Receipts and payments accounts For the period** 1-Sep-23 31-Aug-24 **To from** **CC16a** ||**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|**Section A Receipts and payments**|||||||||||||||||| |---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---| |||||**Unrestricted**
**funds**||||**Restricted**
**funds**|**Restricted**||||**Endowment**
**funds**|**Endowment**||||**Total funds**||||**Last year**| ||||**to the nearest**
**£**|||||**to the nearest £**|**to the nearest £**||||**to the nearest £**||||**to the nearest £**||||**to the nearest £**|**to the nearest £**| ||**A1 Receipts**|||||||||||||||||||||| ||T-shirts||**-**|**884-**|||**-**|**--**||||**-**|**--**||||**-**|**884-**|||**-**|**2,158-**| ||Amazon, Easyfundraising||**-**|**1,000-**|||**-**|**--**||||**-**|**--**||||**-**|**1,000-**|||**-**|**1,164-**| ||Fancy Dress Stall||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**475-**| ||All Christmas Fundraising Activities||**-**|**17,087-**|||**-**|**--**||||**-**|**--**||||**-**|**17,087-**|||**-**|**15,696-**| ||Gardening Grant and Event||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**340-**| ||Bags to School||**-**|**484-**|||**-**|**--**||||**-**|**--**||||**-**|**484-**|||**-**|**154-**| ||Cake sale||**-**|**3,147-**|||**-**|**--**||||**-**|**--**||||**-**|**3,147-**|||**-**|**2,396-**| ||Easter Raffle||**-**|**279-**|||**-**|**--**||||**-**|**--**||||**-**|**279-**|||**-**|**--**| ||Summer Fair||**-**|**14,285-**|||**-**|**--**||||**-**|**--**||||**-**|**14,285-**|||**-**|**11,662-**| ||Valentines Disco||**-**|**2,196-**|||**-**|**--**||||**-**|**--**||||**-**|**2,196-**|||**-**|**2,599-**| ||Pentathalon||**-**|**3,394-**|||**-**|**--**||||**-**|**--**||||**-**|**3,394-**|||**-**|**--**| ||||||||**-**|**--**||||**-**|**--**||||**-**|**--**||||| ||Previous FY Adjustments||**-**|**--**|||||||||||||||||**-**|**715-**| ||**_Sub total_**_(Gross income for_
_AR)_|_(Gross income for_
_AR)_|**-**|**42,755-**|||**-**|**--**||||**-**|**--**||||**-**|**42,755-**|||**-**|**37,359-**| |**A2 Asset and investment sales,**
**(see table).**
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**_Sub total_-**
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**_Total receipts_ -**
**42,755-**
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**42,755-**
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**37,359-**
—~~—————~~||||||||||||||||||||||| ||**A3 Payments**|||||||||||||||||||||| |||||||||||||||||||||||| ||**Fundraising Costs**|||||||||||||||||||||| ||T-Shirt||**-**|**770-**|||**-**|**--**||||**-**|**--**||||**-**|**770-**|||**-**|**1,619-**| ||All Christmas Activities (incl lunch)||**-**|**6,153-**|||**-**|**--**||||**-**|**--**||||**-**|**6,153-**|||**-**|**5,789-**| ||Summer Fair||**-**|**3,381-**|||**-**|**--**||||**-**|**--**||||**-**|**3,381-**|||**-**|**2,521-**| ||Disco||**-**|**878-**|||**-**|**--**||||**-**|**--**||||**-**|**878-**|||**-**|**1,120-**| |||||||||||||||||||||||| ||**Operating Cost**||||||||||||||||**-**|**--**||||| ||Parentkind Insurance||**-**|**153-**|||**-**|**--**||||**-**|**--**||||**-**|**153-**|||**-**|**140-**| ||Website Cost||**-**|**120-**|||**-**|**--**||||**-**|**--**||||**-**|**120-**|||**-**|**99-**| |||||||||||||||||||||||| ||**Appropriations**|||||||||||||||||||||| ||Misc. Cost Incl Gifts||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**27-**| ||Cake Sale Class Spend||**-**|**669-**|||**-**|**--**||||**-**|**--**||||**-**|**669-**|||**-**|**820-**| ||History Enrichment (Incl. Black History)||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**1,084-**| ||English/Literacy Enrichment||**-**|**1,199-**|||**-**|**--**||||**-**|**--**||||**-**|**1,199-**|||**-**|**622-**| ||Geography Enrichment||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**1,144-**| ||IT Enrichment||**-**|**14,000-**|||**-**|**--**||||**-**|**--**||||**-**|**14,000-**|||**-**|**499-**| ||School Coach Trips||**-**|**4,490-**|||||||||||||**-**|**4,490-**|||**-**|**5,485-**| ||Infrastructure - Outside Area||**-**|**10,500-**|||||||||||||**-**|**10,500-**||||| ||Puzzle Workshop||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**1,000-**| ||Book corner refurbishments||**-**|**--**|||**-**|**--**||||**-**|**--**||||**-**|**--**|||**-**|**1,131-**| ||Special Occassion Activites (Queens|||||||||||||||||||||| ||Jubilee / Coronation)||||||||||||||||**-**|**--**|||**-**|**545-**| ||Y6 Leavers Contribution||**-**|**500-**|||||||||||||**-**|**500-**|||**-**|**500-**| ||**_Sub total_ **||**-**|**42,812-**|||**-**|**--**||||**-**|**--**||||**-**|**42,812-**|||**-**|**24,145-**| CCXX R1 accounts (SS) 29/06/2025 1 |**A4 Asset and investment**
**purchases, (see table)**|||||| |---|---|---|---|---|---| ||**-**
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**_Total payments_ -**
**42,812-**
**_Net of receipts/(payments)_ -**
**57-**
**A5 Transfers between funds**
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**A6 Cash funds last year end**
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**44,943-**
**_Cash funds this year end_ -**
**44,886-**|**-**
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**42,812-**|**-**
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**57-**|**-**
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**57-**|**-**
**13,214-**| ||**-**
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**44,943-**
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**44,886-**|**-**
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**44,943-**
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**44,886-**|**-**
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**31,729-**| ||||**-**
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**44,943-**| ||||||| CCXX R2 accounts (SS) 29/06/2025 2 |**Section B Statement of assets and liabilities at the end of**|**Section B Statement of assets and liabilities at the end of**|**Section B Statement of assets and liabilities at the end of**|**Section B Statement of assets and liabilities at the end of**|**Section B Statement of assets and liabilities at the end of**|**the period**|**the period**|| |---|---|---|---|---|---|---|---| |**Categories**
**B1 Cash funds**|**Details**||**Unrestricted**
**funds**
**to nearest £**||**Restricted**
**funds**
**to nearest £**||**Endowment**
**funds**
**to nearest £**| ||NatWest current account||**-**
**7,719-**||**-**
**--**||**-**
**--**| ||Barclays current account||**-**
**37,166-**||**-**
**--**||**-**
**--**| |**B2 Other monetary assets**
**B3 Investment assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
Signed by one or two trustees on
behalf of all the trustees|**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**
N/A
**Details**
N/A
**Details**
Cupboard Shelving for storage
Trestle Tables and chairs
Marquise and other equipment used for
school fairs
Letter box, coin counter and other
equipment used for running PTA
**Details**
N/A
Signature
S Smith||**-**
**44,886-**||**-**
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**to nearest £**
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**asset belongs**
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**liability relates**
**Amount due**
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Print Name
Sirvan Smith||**Restricted**
**funds**
**to nearest £**
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**funds**
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approval| ||S Smith||Sirvan Smith||||5/6/25| ||||||||| CCXX R3 accounts (SS) 29/06/2025 3 ## **Independent examiner's report on the accounts** **Section A Independent Examiner’s Report** |**Report to the trustees**|Charity Name
Sheringdale PTA||| |---|---|---|---| ||||| |**On accounts for the year**|31 August 2024|**Charity no**|1168706| |**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 31/08/2024. **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 examiner's** I have completed my examination. I confirm that no material matters have **statement** come to my attention in connection with the examination which gives me 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 form 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 fair’ view which is not a matter considered as part of an independent 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. _._ 1 **Oct 2018** **IER** 27 June 2025 **Signed:** ~~—_~~ **Name:** Karishma Anand **Relevant professional** Institute of Chartered Accountants of Scotland **qualification(s) or body (if** (M25246) **any):** ~~a~~ **Address:**[CA House, 21 Haymarket Yards ] Edinburgh EH12 5BH ~~———~~ ## **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). **Give here brief details of any items that the examiner wishes to disclose** . 2 **Oct 2018** **IER**