## **Trustees' Annual Report for the period** Period start date Period end date **01 08 2024 31 07 2025 From To** ## Section A Reference and administration details **Charity name** Bowdon Church School Parent Teacher Association **Other names charity is known by** Bowdon Church School PTA **Registered charity number (if any)** 1012844 **Charity's principal address** Bowdon Church School Grange Road Bowdon **Postcode WA14 3EX** ## **Names of the charity trustees who manage the charity** |1
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14|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body)**
**entitled to appoint trustee (if**
**any)**| |---|---|---|---|---| ||KirstyGallagher|Chair & Treasurer||AGM| ||AmyUnwin|Secretary||AGM| ||Sarah Nunn|Trustee||AGM| ||Simone Wilson|Trustee||AGM| ||Amanda Castle|Trustee||AGM| ||Faye Conway-Bell|Trustee||AGM| ||Gemma Halsall|Trustee||AGM| ||Nicola Kenworthy|Trustee||AGM| ||DannyKenworthy|Trustee||AGM| ||Jennifer Menzies|Trustee||AGM| ||Raabia Gibson|Trustee||AGM| ||Rosanna Guthrie|Trustee||AGM| ||Collette Mellor|Trustee||AGM| ||Sarah Jackson|Trustee||AGM| **Names of the trustees for the charity, if any, (for example, any custodian trustees)** **Name Dates acted if not for whole year** 1 ## **Names and addresses of advisers (Optional information)** |**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**| |---|---|---| |**Type of adviser**
**Name**
**Address**||| |||| |||| |||| |||| |**Name of chief executive or names of senior staff members (Optional information)**||| |||| ## **Section B Structure, governance and management** ## **Description of the charity’s trusts** Type of governing document Constitution - (eg. trust deed, constitution) How the charity is constituted Association - (eg. trust, association, company) Trustee selection methods Nominated, seconded, voted for at AGM - (eg. appointed by, elected by) ## **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’s organisational structure and any wider network with which the charity works; Bowdon Church School PTA works closely with the school and the head teacher or her representative, plus at least one member of teaching staff aims to attend committee meetings. The charity is a member of Parentkind (formerly known as PTA UK). The charity holds regular committee meetings, as a minimum once a term. Subcommittees may be formed by the committee to work on specific events / activities & will report back to the committee. We would like to heartily thank all those volunteers who have made it possible to carry out our activities this year. - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **Section C Objectives and activities** **The object of the Association is to advance the education of pupils in the school in particular by:** **Summary of the objects of the charity set out in its governing document** - 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. 2 **Development of staff & school / parent relationships** During a typical year, the PTA will: • attend the new reception intake introduction mornings and Christmas nativities to serve coffees and teas, and to give new parents a chance to meet each other; **Summary of the main** • run a Christmas and Summer Fair as well as other ad hoc **activities undertaken for the** events, which aim to raise funds for the school whilst also **public benefit in relation to** increasing commitment and familiarity with the school families **these objects (include within** and the local community. The staff always play a key role in **this section the statutory declaration that trustees have** supporting these events, volunteering their time alongside that of parents; **had regard to the guidance** • hold a ball to which parents and teachers are invited. Funds are **issued by the Charity** raised through ticket sales, raffles, and an auction. **Commission on public benefit)** The PTA aims to make all its activities accessible to everyone in the school. 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 The PTA would like to recognise Kirsty Gallagher for her contribution as further statements, where Chair during the year. relevant, about: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. ## Section D Achievements and performance |**Summary of the main**
**achievements of the charity**
**during the year**||The PTA was able to raise funds for the school through a number of
events as shown below:
Event
Net profit £
Other funding raising income
588
Winter Ball
6,286
Infant walk
232
Summer and Winter fairs
9,226
Junior disco
771
TOTAL Fundraising NET
17,103
The Winter Ball is the largest event the PTA organise, with the Winter
and Summer Fairs also raising significant funds. During the current year
other funding raising events including the Junior Disco and Nativity
coffees and the infant walk.
In the current year, the PTA has been proud to fund school learning
equipment, class funds, geography maps, school ipads, theatre shows,
author visits, and Y6 school leaver party tickets for 6 students on pupil
premium.| |---|---|---| 3 ## **Section E Financial review** The charity does not have a policy on reserves, but the treasurer looks to **Brief statement of the** maintain enough money in the bank accounts to fund all forthcoming **charity’s policy on reserves** expenses and floats and expenses for events, and any commitments to donations to the school. At no point in the year was the account overdrawn. The PTA has a deposit account to enable it to earn interest on reserves. See the Financial Report for bank balance details. **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. ## **Section F Other optional information** The PTA would like to thank all parents / family members and school staff for their assistance during the year. ## **Section G Declaration** **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** > **Signature(s)** J. Menzies **Full name(s)** Jennifer Menzies **Position (eg Secretary,** Chair 2026 **Chair, etc)** **Date** 30th April 2026 4 CHARITY COMMISSION FOR ENGLAND AND WALES Receipts and payments accounts CC16a For the period from To Section A Receipts and payments Unrestricted funds Restricted funds Endowment funds Total funds Last year to thè nearest to the nearest £ lothe neare5t£ to lh& nearest £ lo the nearest £ A1 Receipts 25,777 588 241 25.777 1S7 343 Fundr8i8ing Other Incom&- Inlanl Walk 241 Inleresl Income Junior Dis¢0 IncoN Summer Event Income Winter Fair In￿rne 230 1.$95 4792 230 1,595 4,792 8,497 335 7,116 7.735 Sub total(Gross income forAR) 41,720 41,720 15,362 A2 A55et and investment 5ale5, tablel. see Total rgcelpts 41,72fy A3Pa ments PTA em￿ndi1Vre- sum[￿er andwinter F3itS PTAexpendiiure- Winter Ball PTAeKpendilure- Other Events PTA Insurance Ggneiel funding lor8choDI projerls arwj G9neial PTA gxp9nses G￿eF￿1 Spending Spending- Library Spending- Outdoor L8aml ChBdt8ble dDndllons 4,062 19,490 833 162 4,062 19,490 833 162 1,559 289 16,4113 1,16 153 1,S59 289 1&403 275 5,292 27.009 2,532 346 43,145 Sub total 43,145 40.￿6 A4 Asset and Investment pur¢ha$e$. Isee table Sub total Total paymgnts 43,145 43,14S 40.086 Net of reGeipts/(payments) A5 Transfers between fund$ A6 Cash funds last year end Cash funds thiTS and 1,424 1,424 24,72S 1.424 1.424 24,725 CCLX Rl accwnls ISSI 2410412026 Section B Statement of assets and liabilities at the end of the period Uniestrlcted funds to neaTe51 £ Restricted fund8 to nearest £ Endowment funds tg neareSt£ Cateyorles Details B1 Cash funds Currenlaccount 7,064 Deposit 20.990 Total cash funds 28,055 lawww b*nGp5￿ ￿elp1s and paymènts r￿Un￿$)) Unre5tri¢ted funds to nearesl £ Restrlcted funds Endowment funds to ne&re9t£ Details to near•st e tts whlch asset belon Details ¢oBllopth)nall Currfjrrt volufj 83 Investment assets Funtj lo whlch asset Current value Detai15 C(5611optlonall B4 Assets retainèd for thè charlty's own use Fund to ¥¥hl¢h relates knounl due Details B5 Liabilitie$ CCXX R2 ar£ounls ISSI 2410412026 SwJn8d by one or Nvo trustees on behalf of Hll Iruslees Slgnalure Print Nama Dale of val CCXX R3 8ccounts ISSI 2410412026 ## **Bowdon Church School PTA Independent Review of the Accounts and Report For Year Ending 31 July 2025** ## **Independent examiner’s report to the trustees of Bowdon Church School PTA** I report to the trustees on my examination of the accounts of the Bowdon Church School PTA (the Trust) for the year ended 31 July 2025. ## **Responsibilities and basis of report** As the charity trustees of the Trust 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 s. 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under s. 145(5)(b) of the Act. ## **Independent examiner’s statement** I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: - (1) accounting records were not kept in respect of the Trust as required by section 130 of the Act; or - (2) the accounts do not accord with those records; or - (3) the accounts do 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. Signed Name: Andrew Muir-Simpson Relevant professional qualification or body: Chartered Accountant (ICAS) Address: 23 Egerton Drive, Altrincham, WA15 8EF Date: 20 May 2026 ## **Certificate Of Completion** Envelope Id: 87607BC1-7C08-86AF-805C-580057B8CC24 Subject: Complete with Docusign: Bowdon Church School PTA Ind Report FY25.docx Source Envelope: Document Pages: 1 Signatures: 1 Certificate Pages: 1 Initials: 0 AutoNav: Disabled EnvelopeId Stamping: Disabled Time Zone: (UTC) Dublin, Edinburgh, Lisbon, London Status: Completed Envelope Originator: Andrew Muir-Simpson The Edge Clowes St Manchester, England M3 5NA andrew.muir-simpson@evergreen-group.co.uk IP Address: 148.252.164.164 ## **Record Tracking** Status: Original Holder: Andrew Muir-Simpson 20/5/2026 | 18:15 andrew.muir-simpson@evergreen-group.co.uk Location: DocuSign **Signer Events Signature Timestamp** Andrew Muir-Simpson Sent: 20/5/2026 | 18:15 andrew.muir-simpson@evergreen-group.co.uk Viewed: 20/5/2026 | 18:16 Director Signed: 20/5/2026 | 18:16 Homely Newco Ltd Freeform Signing Signature Adoption: Pre-selected Style Security Level: Email, Account Authentication (None) Using IP Address: 148.252.164.164 ## **Electronic Record and Signature Disclosure:** Not Offered via Docusign |**In Person Signer Events**|**Signature**|**Timestamp**| |---|---|---| |**Editor Delivery Events**|**Status**|**Timestamp**| |**Agent Delivery Events**|**Status**|**Timestamp**| |**Intermediary Delivery Events**|**Status**|**Timestamp**| |**Certified Delivery Events**|**Status**|**Timestamp**| |**Carbon Copy Events**|**Status**|**Timestamp**| |**Witness Events**|**Signature**|**Timestamp**| |**Notary Events**|**Signature**|**Timestamp**| |**Envelope Summary Events**|**Status**|**Timestamps**| |Envelope Sent|Hashed/Encrypted|20/5/2026 | 18:15| |Certified Delivered|Security Checked|20/5/2026 | 18:16| |Signing Complete|Security Checked|20/5/2026 | 18:16| |Completed|Security Checked|20/5/2026 | 18:16| |**Payment Events**|**Status**|**Timestamps**|