## **Trustees’ Annual Report Latchmere School’s Parents’ Association** From: _1 September 2023_ To: _31 August 2024_ ## **SECTION A: REFERENCE AND ADMINISTRATION DETAILS** |Charity Name|_Latchmere School’s Parents’ Association_| |---|---| |Other names the charity is known by|_LSPA_| |Registered Charity Number|_272376_| |Charity’s principal address|_Latchmere School_
_Latchmere Road_
_Kingston upon Thames_
_KT2 5TT_| Names of the charity trustees who manage the charity |**No.**|**Trustee Name**|**Office (if any)**|**Dates acted if not**
**for whole year**|**Name of person**
**(or body) entitled**
**to appoint trustee**
**(if any)**| |---|---|---|---|---| |1.|_Olivia Evans_|_Co Chair_||_N/A_| |2.|_Anna Jarman_|_Co Chair_||_N/A_| |3.|_Caroline Braun_|_Secretary_||_N/A_| |4.|_Catherine Butcher_|_Treasurer_||_N/A_| |5.|_Katie Lawford_|_Vice Chair_||_N/A_| |6.|_Rebecca Ruttley_|_Committee Member_||_N/A_| |7.|_Nina Holland_|_Committee Member_||_N/A_| |8.|_Anne Marie_
_Summers_|_Committee Member_||_N/A_| |9.|_Rachel Wood_|_Committee Member_||_N/A_| |10|_Steph McMahon_|_Committee Member_||_N/A_| Names of the trustees for the charity, if any (for example, any custodian trustees) |**Name**|**Dates acted if not for whole year**| |---|---| |_N/A_|| - Names and addresses of advisers (optional information |**Type of adviser**|**Name**|**Name**|**Address**| |---|---|---|---| |_N/A_|||| |**SECTION B: STRUCTURE, GOVERNANCE AND MANAGEMENT**
Description of the charity’s trusts|||| |Type of governing document (e.g.
trustees deed, constitution)||_LSPA Operational Manual_
_LSPA constitution document to be updated and used as_
_part of governance going forwards_|| |How the charity is constituted (e.g.
trust, association, company)||_Association with appointed Trustees_|| |Trustee selection methods (e.g.
appointed by, elected by)||_Election at AGM_|| Additional governance issues (optional information) - You **may choose** to include additional information, where relevant about: - policies and procedures adopted for the induction and training of trustees; - The charity organisation’s structure and any wider network with which the charity works; - relationship with any parties; - trustees’ consideration of major risks and the system and procedures to manage them. _The LSPA is an appointed charity to supplement the learning of children at Latchmere Primary School. It is governed according to the LSPA Operational Manual. Risks are managed by_ _completing comprehensive risk assessments for all events that the LSPA host._ ## **SECTION C: OBJECTIVES AND ACTIVITIES** Summary of the objects of the charity set out in its governing document. _The principal activity of the charity is to provide for the advancement of education in Latchmere Schools by contributing to educational facilities and extending relationships between staff and parents. The charity was registered on the 27th January 1977._ Summary of the main activities undertaken for the pubic 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) _Fundraising events and community engagement._ 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. _N/A_ ## **SECTION D: ACHIEVEMENTS AND PERFORMANCE** Summary of the main achievements of the charity during the year. _Fundraising net total of c£65k and grants to the school of £85k to improve and enhance the experience at Latchmere of the school community._ ## **SECTION E: FINANCIAL REVIEW** Brief statement of the charity’s policy on reserves. _General fund reserves: £11,095_ _Restricted fund reserves: £0 (Pool account shut in June 2023)_ _All reserves are net fundraising balances held to finance upfront expenses for fundraising_ _events and to fund projects as and when requested by Latchmere School. Grants are paid to the school once the cost is incurred._ _The LSPA agreed at the 2022 AGM that the reserves should be c. £10k at the end of each year._ Details of any funds materially in deficit. _N/A_ Further financial review details (optional information) 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. _The charity’s principal source of funds are a Summer and Christmas Fair._ _The charity prepares financial accounts on a receipts and payments basis._ ## **SECTION F: OTHER OPTIONAL INFORMATION** _N/A_ ## **SECTION G: DECLARATION** The trustees declare that they have approved the trustees’ report above Signed on behalf of the charity’s trustees. |**Signature**|| |---|---| |**Full Name**|_Anna Jarman_| |**Position**|_Co-Chair, LSPA_| |**Date**|_09.09.2024_| CHARITY COMMISSION FOR ENGLAND AND WALE5 LATCHMERESCItOOLS PARENTS, ASSOCIATION 27ts70 Recei ts and ments accounts CC16a For the perlod 0110912023 To Section A Receipts and payiiients Unrestfl¢ted funds Endowment lunds e month$ lo OW2023 Restrlcted lunds Total funds tOlh• th• n••r•8lZ ne￿*1£ F¢JndiatslnD EvgN r8c•tys Oth&rredpLS 71,JS 7L2B3 9,428 &783 Sub tthal(Gross Income forAR) A2 A#s•t and ITW•8tm•nt Mle*, 80.ni 0,721 Sub toml 80,721 00,721 53.930 Ewni p ment GlamStoSchDoI I,ILS 1.938 .177 00,003 Sub total 100,2 IC¥l.2 7,304 A4 Asset Invegtm•nt Sub tot•1 100,2eo I￿,280 87,384 N•t ofrn¢elpts/(paym•nts) . AS Translers ￿tw••n funds A• fA•h funds last year •nd Cash funds Ihls year end 19,538 19.538 30 11,095 U,095 30.633 Section B Statenient of assets and Iiahilities at the end of the period Unrestrlcted fund$ r*vAMJt£ Categories Details Restrict•d funds Endowmont lund8 Bl Cash fvnds CCXX Rl accounts (SS) 3010912024 Totalwh ftmds iknregtrl¢tetl nds Restthd lunds Endov4Ment lunds Dtrtalls ¢tsh loai 82 Other rnonetary assets Fund *tpthlth4M•i b•lwg¥ Curr•nl val lopi10n￿l Detalls ¢oiiiOpih)￿j B3 Investment assets Fiinthtowhkh M••t long• ¢urMni ¥ilu• (Wonll DtlAIIs B4 A88•18 retaSned for t chArlty'B uge FuntttQY4hlEh Whrn du• Dtst411s 35 Uabllltles qned by one cy M trusteoson ol dl thfr tru$tees S￿n4￿re Prfni Name Dale olawrov AnnaJarman- Co Ch￿r 0gIOW2024 CCXX R2 accounts (SS) 3010912024 CHARITY (OMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examlnerfs Report Report to the trusleos Lalchmere Schools Parents, Association On account¥ lor thè yèar ended 31st August 2024 Charlty no {If any) 272 378 Set out on pages I report la the Iruslee5 on my examinats'on of the accounts of the above charity I the Trust.) for the year ended 31108 12024. Responslbllltios and bas[• As the charills trustees, you are responsible for thè preparation of the of report accounts in accordanets wth the requirements ol the Chariligs Act 2011 I'the Acl'l I report in r85pect of my examination of the Trust's accounts carried out under section 145 01 the 2011 Act and In carrying out my ox8min81ion, I have followed all the aP￿Icable Direction8 given by the Charily Commlssion under section 14515llbl of the Act. Independent examiner's Statement I hav? completed my ex8minallon. I confirm that no malerlal matters have come lo my allenlion in connection wilh the exarninalion which gives me cause lo believe thal in, any material respect. Ihe accounting records were not kept in 8ceordance with section 130 of the Charitie5 Act., Dr the accounts did nol accord ￿th tha aecounling records,. or the a￿OuntS did not comply with the 8pplicable requirements concerning the fomi and conlenl of accounts sel out in the Ch8ri1ie8 (Accounts and Reports) Regul81ion8 2008 other than any requirement that the accounts give a 'lrue and fair, view which Ig not a maller ¢onsidered a8 part of an independent examination. I have no concem5 and have come across no other matters in connection with the ex8mination lo which 811enlion Should be drawn in this report in order to enable o proper understanding of the accounts lo be reached. Ple8sg delele the words in the brackets if they do not 8ppIy. Slgned-. Date: 1 /10 /20Z Nam•.' SAPAH JAQK Relevant professlonal qualificatlonlsl or body {If any).. .£OLITFI AFeicKN WST ITVTE CIP C. klAPT EPC_D Acc CIUMTIKNJT￿J ..(￿￿￿ec Eskl I P 2) IER Oct 2018 Address: 2CI cANJ8UR VEMUE I INIGSTOtrJ UPON TFI ES kT2 6JP Section Disclosure Only complete rf the examiner needs to highlight material fnallers ol concern (see CC32, Independent examination of charity accounts.. directions and guidance for examiners). Glve herg tsTl￿ detalls of any Items that the examlner wlshes to disclose. IER Oct 2018