2025-08-31-accounts - Sheringdale Parent Teachers Association

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Section A Reference and administration details

Charity name Sheringdale Parent Teachers Association

Other names charity is known by Registered charity number (if any) Charity's principal address	Sheringdale PTA	Sheringdale PTA
	1168706 Sheringdale Primary School Standen Road London Postcode SW18 5TR
		SW18 5TR

Names of the charity trustees who manage the charity

Trustee	name	Office (if any)	Dates acted if not for whole year	Name of person (or body) entitled to appoint trustee (if any)
1.	Sirvan Smith	Treasurer	Appointed 14/10/24	AGM or PTA Committee
2.	Anna Hill	Chair	Appointed 19/01/26	AGM or PTA Committee

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	Type of adviser Name Address	Type of adviser Name Address
Independent Examiner	Karishma Anand
Head Teacher	Ms Sarah Jones	Sheringdale PrimarySchool, Standen Road, London SW18 5TR
Teacher	Mr Paddy Hill	Sheringdale Primary School, Standen Road, London SW18 5TR

Name of chief executive or names of senior staff members (Optional information)

N/A

Section B Structure, governance and management

TAR

2022/2023

Description of the charity’s trusts

Type of governing document (eg. trust deed, constitution)		Constitution document adopted at the PTA Committee meeting of 5thMay 2016.
How the charity is constituted (eg. trust, association, company)		The Sheringdale PTA is an Association.
Trustee selection methods (eg. appointed by, elected by)		Nominated, seconded and voted for at the AGM. Between each AGM trustees can be co-opted by PTA Committee Members at PTA Committee meetings.
Additional governance issues (Optional information)
Youmay chooseto include additional information, where		The Sheringdale PTA works closely with the school and Head Teacher, or their representative.
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
● relationship with any related		Committee, project teams and parent volunteers.
parties;
● trustees’ consideration of
major risks and the system
and procedures to manage
them.

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document	The objective of the Sheringdale PTA is to advance the education of pupils in the school in particular by: ● Developing effective relationships between the staff, parents and others associated with the school. ● Engaging in activities or providing facilities or equipment, which support the school and advance the education of the pupils.

TAR

2 2022/2023

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 Summary of the main activities undertaken for the commitment to the school. All families are encouraged to participate in these events. public benefit in relation to these objects (include within Activities aimed at advancing the education of pupils funded by the this section the statutory declaration that trustees have Sheringdale PTA include: ● English and literacy enrichment workshops, author visits. had regard to the guidance ● Enrichment equipment like screen for the hall. issued by the Charity ● Various workshops and celebration events. Commission on public ● Coaches for school trips. benefit) ● 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.

Additional details of objectives and activities (Optional information)

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

2022/2023

Summary of the main achievements of the charity during the year

It was a successful year of fundraising. Our charity performed well this past year, raising funds for Sheringdale Primary School and its pupils.

Christmas fundraising activities raised £17,461.58. This included the sale of Christmas trees, a Christmas Raffle, Christmas Fair, Santa’s Grotto and Games plus other Christmas stalls.
The Summer Raffle and Fair raised £13,308
Class Cake Sales raised £2,895
School disco raised £3,463
Further funds of £2,935 were generated from several initiatives, including Bags 2 School collection £542 and PE T’shirts £1308 Donations from other sources such as Easy Fundraising and Amazon Smile contributed £905, .

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 2024 totalled £37,221.45 and the balance on 31 August 2025 was £27,038.21. 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 2026

TAR

2022/2023

These are the main highlights of the accounts for the 2024/2025 academic year.

FUNDRAISING - £42,018

The PTA had another successful year of fundraising, generating a total income of £42,018 through a wide range of events and initiatives. This remarkable achievement would not have been possible without the continued support of our families, volunteers and wider school community.

Our Christmas fundraising activities were once again our biggest success, raising £18,050 through the Christmas Fair, raffle, Santa's Grotto, games and other festive activities.

The Summer Fair raised an excellent £13,358 , while our School Disco generated £2,739

Class Cake Sales continued to be well supported, raising £2,770 , and Quiz Night contributed £1,697 .

Additional income of £3,404 came from a variety of initiatives, including:

T-shirt sales – £1,731
Other funding and donations – £1,130
Bags2School collection – £542

Together, these events have enabled the PTA to continue providing valuable support and enrichment opportunities across the school.

EXPENDITURE - £51,718

The funds raised this year have been invested directly back into the school, helping to enhance children's learning experiences and support a wide range of enrichment opportunities.

The costs of running our fundraising events totalled £12,589 , including:

Christmas activities – £6,240
Summer Fair – £3,641
School Disco – £1,702
Quiz Night – £1,004

In addition, the PTA provided significant funding to the school, including:

School infrastructure improvements – £17,797
School coach transport for educational visits – £8,146
Various student enrichment activities such as books, 3D printers etc – £3,759
Class Cake Sale spending on classroom activities and enrichment – £3,845
Reception mural – £3,130
Other student expenses – £1,297
Year 6 Leavers' contributions – £600
Staff gifts and donations – £75

The PTA also continued to meet its operating costs, including Parentkind membership and insurance ( £162 ), website costs ( £120 ) and bank subscription fees ( £200 )

COMMITMENTS

The PTA aims to maintain a minimum cash reserve of £5,000 to provide sufficient working capital for future fundraising events and day-to-day operations.
Following another successful fundraising year, we have been able to make substantial investments across all areas of the school while continuing to build reserves for future capital projects. We are pleased to have funds available to support a significant school improvement project during the 2025/2026 academic year, with further details to be shared with parents in due course.

ASSETS

The PTA remains in a healthy financial position, with sufficient cash reserves of £35,186 to support future fundraising activities while continuing to invest in enriching the educational experience of all pupils.

OTHER

The PTA continues to be a member of Parentkind , with an annual membership cost of £162 . This membership includes specialist insurance through Zurich, providing cover for all PTA-organised events and volunteers.

	Sheringdale Parent Teacher Association	Sheringdale Parent Teacher Association	Sheringdale Parent Teacher Association	1168706	1168706	CC16a

		Receipts and payments accounts
	For the period from	1-Sep-24	To	31-Aug-25


Section A Receipts and payments
	Unrestricted funds	Restricted funds	Endowment funds		Total funds	Last year
	to the nearest £	to the nearest £	to the nearest £		to the nearest £	to the nearest £
A1 Receipts
T-shirts	1,731	-	-		1,731	884
Other Funding	1,130	-	-		1,130	1,000
Quiz Night	1,697	-	-		1,697	-
Christmas Fundraising	18,050				18,050	17,087
Bags to School	542				542	484
Cake sale	2,770				2,770	3,147
Easter Raffle		-	-		-	279
Summer Fair	13,358	-	-		13,358	14,285
School Disco	2,739	-	-		2,739	2,196
Pentathalon	-	-	-		-	3,394
*Sub total*(Gross income for AR)	42,018	-	-		42,018	42,756

A2 Asset and investment sales, (see table).
	-	-	-		-
	-	-	-		-	-
*Sub total*	-	-	-		-	-

*Total receipts*	42,018	-	-		42,018	42,756

A3 Payments

				- - - (770) (6,240) (6,153) (3,641) (3,381) (1,702) (878) (1,004) - - (162) (153) (120) (120) (200) - (75) - (3,845) (669) (3,759) (1,199) - (14,000) (8,146) (4,490) (17,797) (10,500) (600) (500) (3,130) (1,297) - - - - - - - (51,718) (42,813) - - - (51,718) (42,813) (9,700) (57)	- - - (770) (6,240) (6,153) (3,641) (3,381) (1,702) (878) (1,004) - - (162) (153) (120) (120) (200) - (75) - (3,845) (669) (3,759) (1,199) - (14,000) (8,146) (4,490) (17,797) (10,500) (600) (500) (3,130) (1,297) - - - - - - - (51,718) (42,813) - - - (51,718) (42,813) (9,700) (57)
Fundraising Costs	-	-	-	-	-
T-Shirt	-	-	-	-	(770)
All Christmas Activities (incl lunch)	(6,240)	-	-	(6,240)	(6,153)
Summer Fair	(3,641)	-	-	(3,641)	(3,381)
Disco	(1,702)	-	-	(1,702)	(878)
Quiz Night	(1,004)	-	-	(1,004)
	-	-	-	-
Operating Cost	-	-	-	-
Parentkind Insurance	(162)	-	-	(162)	(153)
Website Cost	(120)	-	-	(120)	(120)
Subscriptions	(200)	-	-	(200)
Appropriations	-	-	-	-
Misc. Cost Incl Gifts	(75)	-	-	(75)	-
Cake Sale Class Spend	(3,845)	-	-	(3,845)	(669)
Student Enrichment	(3,759)	-	-	(3,759)	(1,199)
IT Enrichment		-	-	-	(14,000)
School Coach Trips	(8,146)	-	-	(8,146)	(4,490)
school Infrastructure	(17,797)	-	-	(17,797)	(10,500)
Y6 Leavers Contribution	(600)	-	-	(600)	(500)
Reception Mural	(3,130)			(3,130)
Other Student Expenses	(1,297)	-	-	(1,297)	-
		-	-	-	-
		-	-	-	-
	-	-	-	-	-
*Sub total*	(51,718)	-	-	(51,718)	(42,813)

A4 Asset and investment purchases, (see table)
	-	-	-	-
	-	-	-	-
*Sub total*	-	-	-	-

*Total payments*	(51,718)	-	-	(51,718)	(42,813)

*Net of receipts/(payments)*	(9,700)	-	-	(9,700)	(57)

A5 Transfers between funds	-	-	-		-
A6 Cash funds last year end	44,886	-	-	44,886	44,943
*Cash funds this year end*	35,186	-	-	35,186	44,886

Section B Statement of assets and liabilities at the end of the period
			Unrestricted	Restricted	Unrestricted

B1 Cash funds	Natwest Current Account		7,719		7,719
	Barclays Current Account		27,467		37,166
			35,186		44,885

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 ended 31 August 2025 Charity no (if any) 1168706 Set out on pages (remember to include the page numbers of additional sheets) Responsibilities and basis of report Independent examiner's statement I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2024. As the charity's 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 Directions given by the Charity Commission under section 145(5)(b) of the Act. I have completed my examination. I confirm that no material matters have 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.

Oct 2018

IER

Please delete the words in the brackets if they do not apply.

	*Please delete the words in the brackets if they do not apply.	*Please delete the words in the brackets if they do not apply.

	Signed: Name: Relevant professional qualification(s) or body (if any): Address:	29 Jun 2026









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 .

Oct 2018

IER