CHARITY COMMISSION FOR ENGLAND AND WALES Trustees, Annual Report for the period Period start date From: 1 September 2022 Period end date To.. 31 August 2023 Charity name: Jubilee PTA Charity registration number: 1179031 Objectives and Activities SORP tefer8n Para 1.17 Summary of the purposes of the charity as set out in its governing do¢ument The objective of Jubilee PTA is lo advance the education of pupils in the school in particular by.. Oeveloping effective relationships between the staff, parents and others associated wrth the school Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. 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. Par8 1 17 ar Jubilee PTA raises money to supplement educational materials, extra-curricular activities and support ongoing and one off educational prgecls for pupils. The benefits gained by the PTA'S efforts include collaborating closety wrth the school to develop enrichment activities, responding to requests for enhancement resources and equipment, facilitating regular meelL¢PS wrthin the school to support community engagement and promote inclusNity and diversity, rallying support from parents and carers for fundraising and volunteering initiatives. as well as offering extra opportunities for pupils that would not be available via school funding. Ongoing projects: Library ensures thal our Children have well-stocked, interesting, and diverse classroom and library tx)okshelves to develop a love of reading Assisted Reading gives children time with an adult lo he8r the child read
Garden allows children access to growing spaces, where most of our children have no outside space at home Diama gives all childn, regardless of parental income, lime lo develop oracy, perforynance and confidence wilh specialist drama tuÉtion. Pie-Loved Uniform supports our school's environmentalty conscious schemes and ensures wearable uniform is alway$ available Statement confimiing whether the Iruslees have had regard lo the guidance issued by the Charity Commission on public benefit Para 1.18 The charity affirms that it exists and operates exdusively foi charitable purposes foi the benefit of the public and to further its cause in doing so by her activitie5 and decisions in accordance with the Charity Commission's guidance. Additional inforn)ation (optional) You may choose to inciude further statements where relevant about.. SORP referer Para 1 38 Policy on grant making Submlsslons Applications are submitted lo the PTA by the school, where a delegated member of the Senior Leadership Team ISLTI has reviewed and approved rt internal, before submission. Requests received by the first Friday of eath term can be considered at the PTA Committee's lermw meeting the following week. Urgent requests can be considered al any time. If the request includes paying an external contractor, the school will evidence that best value procedures have been followed (such as gaining 3 quotes perjob}. For projects that are continuouslrepe8t funding le.g. drama. garden. books) the school will provide an eslimaled cost for the year for consideration at the AGM which is considered by the wider school communty. Decision Making If the PTA Commrttee decides Ihal the funding request can be granted, an email will be sent to the nominated SLT member lo nfirm the decision and amount granted.
If the amount required is over £1,000 the PTA Commrttee may lake a guidance vole with the wider rnembership al a regular PTA event and will advise the nominated SLT member of their decision as Soon as possible. Funds The PTA Committee will hold funds allocated for projects in its account until drawn down by school. This includes money raised specificalty for named piojects (restricted funds, e.g. solar panels, 'bike for books,), and money allocated for one-off or continuous projects from general fundraising {designated funds, e.g. garden, musical inslrumenlsl. The PTA Committee will update the nominated SLT member after Committee meetings with a summary of funds allocated but not yel drawn. Payments Once the PTA has approved the request one of the following tsvo preSSeS will happen.. 1. The PTA sends the school the funds. The school will pay the invoiceslcosls using those funds and provsde the PTA wrth a copy of the invoice lor payment receipll. If less funding is needed, school can propose lo PTA how they will use the remainder for a similar purpose, lo be agreed by PTA, or retum the balance. OR 2. The school pays the relevant costslinvoice and then provides the invoice lor payment receiptl lo the PTA. Following receipt of this Ihe PTA will pay over the funds to Ihe s¢hool. If onty part-payment is required from the PTA {for example, rf Parentmail ticket sales have covered part of the total invoice wst), PTA should be asked for the Iop-up, not the full cost of the invoice. If funding is no longer required for the original purpose the nominated SLT member should alert the PTA Treasurer lo discuss whethe¥ the fund can be re ur osed.
Policy on social investment including program Telated investment Contribution made by volunteers Paro 1.36 Para 1.36 As a volunteer-run ctt8rty, we woukl be unable lo achieve anything wilhoul the dedication, enthusiasm and support of our team of volunteers. Whether giving an hour at a single event, an hour a week hearing children read, or more for the core events team, every contribution is very much appreciated. We had at least 75 active volunteers in 2022-23, and thank every one of them for their su ort. Other Achievements and Performance SORP referer Summary of the main achievements of the charity, identifying the difference the charity's work has made lo the circumstances of its beneficiaries and any wider benefits lo society as a whole. Fundraising Evgnts International Welcome 2022 The International Welcome Event was a joy. Children could wear Iradrtion81 costumes or colours of their flags, while families shared food representing their culture's cuisine, and music by Nessan's band. As it was the start of the school year, the Preloved Unifom) stall was on hand lo help out. This free event brought the community togethei to stsrt the new school year positive, and donations lolalled £328. PaTr 1.20 Winter Fair Winter Fair was Ihemed"Wnter Wonderland this year, with a children's bake-off, Santa's Grotto, homemade Cufries. BBQ, drinks, arts & crafts activities, lucky dip, and a very successful raffle. The Fair, including the raffle, raised £6,490 before expenses and despite the frosty Friday evening, enough twinkty Itghls and warming refreshments were on hand to rnake the event a festive sue$S. Summer Falr The carnival-themed Summer Fair brought together Jubilee families and the local communty for an afternoon of fun, food, activities and games. Kids and adults joined in with football Ihosted by Jusballl as well as Pilates (Studio Mannl. and we ended the day wrth steel drums Ifrom Panlonicsl Ih8n Zumba Iwilh MishMalFitl. Parents, staff and children ran the stalls (games, crafts, face painting. cakes, bar and BBQ, soak-a- teacher- thank you George- and more). Thanks to this brilliant commun
was a wonderful Saturday aftemoon raising £4,790 before expenses foi school initiatives. We were delighted that parents were able lo match fund the Fairfs profits, boosting our fundraising by £4.101 (received in 2023-24 financial year). New Events Quiz Night A night for the grown ups, raising funds for the library and reading projects in Jubilee, raised £1,938 before expenses and saw a great lurnoul of staff, parents and govemors. A lively quiz hosted by a parent and local pub qutz host, w¢th lols of bespoke questions for the school, delicKJus home-cooked curry, a well-slocked bar, and some very enthusiastic volijnleers made the event a great success, and one to repeat. Eid Party This was Jubilee School's first Eid Paty, led by a new Trustee, and a huge success. So many children and their families fell so excited and special to be celebrating with their friends. The children enjoyed delicious food and cake5, henna tsttoos, crafting and a whole lot of fun in the Sun. Although fundraising was not the aim of this event, families, generosity raised £1,043 for school projects. Makg. Bake. Create This new event showcased creativity at Jubilee. 11 was something quite wonderful, with the children's art show. choir, craftirsg, baking, and our school garden open for families to visit and see what we've been up to. Everyone brought happy creative community vibes. and the children enjoyed showing Iheif families what they had been growing in the garden. Fundraising was not the focus of this event, blrt families donated £272. Other events Small-scale events complemented the large. established events, and included the choir's Carols in the Meadow just before Christmas holidays, a Playground Pop-up Sale with a Great Big Book Swap, which raised £600+ Movie NvJhls- tested in Key Stage 1 and Key Stage 2, which raised £350+ These, along with non-evenl-based fundraising such as the greeting cards project, easyfundraising, Gift A, and incidental sales of cakes, bakes and ice lollies. alFowed
us lo keep raising funds little and often, as well as test new event forrnats. Summary ofthe main achievements of the charty, identifying the differen the charity's work has made to the circumstances of its beneficiaries and any wKler benefits lo society as a whole cont... Challenge events Two parents look on a running challenge- Chloe Meacher completed the London Marathon and Jonathan Shenfield ran the Hackney Half to raise funds for the school, raising £1,717 between them. A group of our brilliant Jubilee teachers led by Y4 teacher Rory, once again hopped in the saddle to cycle an impressive km to raise funds for books and reading resources- their efforts were sponsored by friends. family and the Jubilee community and raised £2.463. Thank you all so much for dedicating so much lirne, energy and goodwill to our school.
PTA Projects and Spending Library We had a productive year in the xhool libraryl Our team of wonderful volunteers, working with the teaching stsff, cleared out and restructured the setup of non-fiction book5. organising them into curriculum- based topic boxes lo help facilitste a more accessible library. We're thrilled with the purchase of new graphic novels, appealing to all year groups and enriching our library's collection further to boost children's engagement with reading. We ¥)ent £6,473 on books fof the library and classrooms. Assisted Reading 59 of OUT brilliant Jubilee pupils have been working extra hard on their reading this year, with support from 19 dedicated volunteers, as part of the Jubilee Reading Programme. We'd like lo congratulate the children on Iheir fantasti¢ progress, and thank the volunteers for their lime and carin
encouragement. We spent £224 on assisted reading. Drama We were able to support the LAMDA drama provision for Year 34 pupils again this year. as well as Y5 production SUPFX)rt and tsrgeled sm811-group work ft)r children who benefrt from additional support with oral communication skills, confidence and social skills. We supported the drama provision with £12, 194 for the year Garden We are so lucky al Jubilee to have the garden, meadow and pond area for outdoor nature-based learning. Our children have grown 98rden peas, lettL6ce and broccoli, strawberries, raspberries and rhubarb. Most importantly they've smiled. they've laughed, they've gol their hands dirty, they've been outdoors and they've leamed in a fun, interactive and inspiring way. Parent volunteers supported the year-round garden sessions with our school gardener Sue who visits fv40 half-days per week, paid for by PTA fundraising. making gardening possible for our children, most of whom have no garden al home. We spent £3,779 on the garden provision. Preloved Unifomi A small team of parents were busy all year collecting, sorting, washing and selling preloved unrforms. This project cost nothing, as everything was donated, and raised £488 for the school, kept wearable clothes out of landfill and helped out Jubilee families that needed new uniform. Solar energy We started working wrth the sthool and Iccal non-profrt, Slokey Energy, on a public consurtalion and Feasibility Study, funded by Hackney Council's Community Energy Fund. to explore pl8cing solar panels on the rcx)f of our school, which could generate 40.kn of our school's electricity needs, saving £13,000- £23.000 on our annual energy bills and reducing our carbon footprint by 10 tonnes of C02 every year. Stalls at the Sumrner Fair and Make Bake Create, with solar-KX)wered fap. activities to engage children and adutts with solar energy, saw 1000/0 of respondents supporting the plan, while 84,/0 sald they would help us to fundraise towards the total. At the end of the 2022-23 year we were wailin for Hackne Plannin nolificalion lo
finalise the Feasibilty Study and launch our fundraising. Other Grantmaking We were able lo support other requests for support from the school this year.. regular commitments were maintained, providing a Christmas gift for every pupil from Nursery- Y6 and a leaver's hoodie for each Y6 pupil. as well as supporting the Y5 Kench Hill residential wrth some bursary funding lo enable as many children to attend as possible. We were delighted lo pay for more equipment lo support the music lessons in the school - keyboards and trumpets- and support a new leacher-led initiative offering cooking workshops for children and their parents. Other gr8nlmaking tolalled £3,301 PTA Governance At the AGM in March 2023 we said a huge thank you to outgoing Trustees Jeanne Firat- Becker, Serena Bobowski and Osk Pelursdottir for their enormousty hard work and dedication to fundraising and communty building since the PTA was established as a charity in 2018. Seven new Tnjstees stood for election and were voted in.. Alty Rea. Amina Halal, Bekki Wiltshire. CheryLynn Booth. Chris Pope, Harri Brennan and Sophie McKay. Zoe Maxwell, who leads the garden committee, was Copted as Trustee. The PTA voted to include the school's Equality, Diversity 8nd Inclusion statement in ils own guiding documents, and to work towards greater inclusion in its activities and decision-making in the coming year. We maintained our membership of Parenlkind, continued to pay for DBS checks for volunteers, and maintsined our paid JustGNing service which enables us lo claim Gift Aid efficiently. These operational fees and incidental equipmenvrepairs and consumables totalled £997 {approx 30 overhead). Additlonal infonnation {optional) You may chc*)se to include further stalemenls where relevant about.. Achievements against ob'eetives set Perforrnance of fundraising activities against objectives set Investment performance ainsl ob'ectives Other Para 1.41 Para 1.41 Para 1.41
Financial Review Review of the charity's financial position al the end of the peri¢)d P8ra 1.21 This year's fundraising was our most successful year to date. We fundraise in advance for expected requirements from the school. having discussed fundraising targets 8nd school needs with the school business manager. 62% of our £27,037 income came from evanis - summer and winter fairs. quiz. welcomo event, Make. Bake, Create and refreshment8 stalls. Challenges r818ed 16%, grants 7%. The resi was from Oiher sales, GiftAid, e8syfundr8ising and one.off donations. Thi8 was roughly in line with the previou5 year. We IBunched a regular giving programme at the end of thls year. to increase our non- event-based income. which had a good uptak8 frorn families. This should support u8 with the increased fundroising target for next year. We spent £29.498 on 8Ctivitie$ that the $¢hool prioritised this year. 76% 01 spenc#Sngwas on drama, garden, 8nd books. 11% was given in response to school requgSt5 for a range of other enhaneemenl activities, trips and equipment. The rest ol the spending WÉS th¥ ost of putting on the events, 8nd operational cosis such 88 JustGivlnglè¢9, DBS ch8ck8 and insurance. Looking ahead, in 2023-24 the school's known requests will total around £50,000., Significantly irbcreaseQ target, especlally for o rand new committee. The target includ&$ £20,000 in match-fundlngfor an expected grant for the installation of $018r p8nels on the school roof, and our commltments to ongoing droma and gardening provision. as well as regular spending such 8s Christmas gifts for all children. Carryingforward enough to cover some of these eommitments is a prudent de¢i3ion under the circumst?nGe3. Slalemenl explaining th& policy for holding reserves staling why they are held P8rn 1.22 Trustèes aim to hold £3.000 in free re8eNes to allow us to commit to funding ongoing provision lor drama and gardenirbg, with funding in place for any notice period that couIL1 tse required in the ev8nt of wirsding-up.
This policy will be ieview80 in November 2023. Amount of reserves heh Pard 1.22 We ended the yearwith £27,470 to use in the comingfinancial year, of which £6,196 is restricted for author visits, a workshop, books. and a community engagement grant. from Hackneycommunity Ener&y Fund. Unrestricted funds have been designated as follows: £7.800 for drama provision. £5,000 for gardener and garden resources. and £5.000 towards the solar match-funding campaign, leaving £3.432 in free reserves. which is in line with our policy. In-yearfundraising is required next yearto maintain currentfundingfor enhancement to the e¢ucation provided by the school. as well a8 raise match fundingiorthe instsll8tion of solar panels. We anticipate more need of hardship funds, trips antt inclusion, and some other smaller capital expenditure requ&sts from the school. Reasons for holding zero reserves Details of fvnd materially in deficit Explanation of ary unc£rtainlies about the charity continuing as a going concern P8R 1.22 Pgra 1.24 Para 1.23 Additional infomiatlon loptionall You may choose lo include further statements where relevant about.. The charity's principal sources of funds lincluding an fundraisin Investment policy and objectives including any social investment policy ado ted A description of the principal risks facin the chari Other P8r& 1.47 Para 1.46 Pard 1.46
Structure, Governance and Management Description of charity's Irusls". Type of goveming document itrusl dced ro al charteri How is the charity consliluled? le.g Ltnin¢orporated asse.riation CIO) Tru51ee selection methIS Including detsils of any constitutional provisions e.g. election lo post or name of any person or body entitled to appoint or¢e or more trustees Parn 1.25 Conslrtution Para 1.25 Unincorporated Association Para 1.25 As sel out in our Constitution, Trustees are elected by the chairty membership at an Annual General Meeting. Co-opted Trustees may be nominated and approved by the Truslees, bul may not number more than half the number of elected Trustees. All Trustees resign and musl seek re-election at the next AGM. Additional infomiation loptionall You may choose to include further statements where relevant about: Policies and procedures adopted for the induction and training of Iruslees Para 1.51 A formal handover meeting takes place behveen outgoing and in¢orning Trustees to allow for induction and initial training. The Essential Trustee h8nd0k and free webinar training is offered to all new Trustees, in key areas such as charity overnance and chari finance. The PTA is an active member of Parentkind, which provides advice. policies and Insuran to support good govemance. The chanty's organisalional structure and any wider network wrth which the chari works Relationship with any related arties Other P8ra 1.51 Para 1.51 Reference and Administrative details Char name Other name the cha uses istered cha number Chafity's principal addiess Jubilee School PTA NIA 1179031 Cl- Jubilee Primary School Filey Avenue London N16 6NR
Names of the ¢h•rity trustees who manage the charlty Name of person lor body) entitled lo appoint ITuslee {rf anyl Tru8ts9 n•m• Office {rf any) Dales acted rf not for whole year Alison Rea CchaIr 10 March 2023 onwards 10 March 2023 onwards 10 March 2023 onwards 10 March 2023 onwards 10 March 2023 onwards 10 March 2023 Onwards 10 March 2023 onwards 10 March 2023 onwards 1 September 2022-10 March 2023 1 September 2022 10 March 2023 I September 2022 10 March 2023 Sophie McKay Cfrchair CheryLynn Booth Coknchair Harriet Brennan CSeCretary Rebecca Wiltshire Co-secretary Christopher Pope Treasurer Zoe Maxwell Co-opted Trustee Trustee Amina Hajat Jeanne Firat-Becker Treasurer 10 Serena Bobowski Chair Osk Petursdottir Secretary Cor or8te trustees- names of the directors at the dale the re Dirnctor name rtwas8 roved Name of tmstees holding title to proFety belonging lo the charity Tru8to0 name Dates actsd il forwho
Funds held as custodian trustees on behalf of others Description of the assets held in this capacity Name and objects of the ¢harity on whose behalf the assets are held and how this falls within the custodian charity's objects Details of 8rr8ngemenls for safe custody arid segregation of such assets from the charty's own assets Additional infomiation loptionall Names and addressgs of advisers (Optional infomiation} Type of Name Addre$¥ adviser Nam¢ of chief executive or names of senior staff members (Optional information) Exemptions from disclosure Reason for non-disclosure of k rsonrsel details Other optional infomiation
Declarations Th• trustegs declar• that they havo approv•d the trustee8' rgport abov&. Slgnod on behalf of the charity'8 tfU8t••s Signaturelsl Full namlsl frLJotr4 41KLI É i Posltlon leg Secretary, Chair. etc) C4hts L eo-S&cLFIA Data 11 *rtsL
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CHARITY COMMISSION FOR ENGLANO AND WALES Independent examiner's report on the accounts Section A Independent Examinerfs Report Report to the trustees Jubilee School PTA On accounts for the year ended 3110812023 Charity no (if any) 1179031 Set out on pages I report to the trustees on my examination of the accounts of the above charity I'lhe Trust") for the year ended 31108 12023. Responsibilities and basis of report 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 Garrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145(51{b} of the Act. Independent examiner's statement I have completed my examination. I confirni that no material matters have come to my attention in connection with the examination (other than that disclosed below ') 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 fom and content of accounts sel 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 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 lo be reached. Please dele18 the words in the brackets rf they do not apply. Date: 0410412024 Name: Aleksandra Czechowicz Relevant professional qualificationls) or body (if any): IER Oct 2018
Address: 4 Windus Walk N166xG London Section B Disclosure Only complete if the examiner needs to highlight material matters of concern {see CC32, Independent examination of charity accounts.. directions and gul¢jan for examiners). Glve here brlef detall$ of any items that the examlner wlshes to disclose. IER Oct 2018