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2023-08-31-accounts

REGISTERED CHARITY NUMBER: 1097637

REPORT OF THE TRUSTEES AND

UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2023

FOR

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

Cresswells 12 Market Street Hebden Bridge West Yorkshire HX7 6AD

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2023

Page Page Page
Report of the Trustees 1
Statement of Financial Activities 2
Balance Sheet 3
Notes to the Financial Statements 4 to 7
Detailed Statement of Financial Activities 8

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31ST AUGUST 2023

The trustees present their report with the financial statements of the charity for the year ended 31st August 2023. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1097637

Principal address

C/o North Halifax Grammar School Moor Bottom Road Illingworth Halifax West Yorkshire HX2 9SU

Trustees

S Duffy S Smith S Hatton Trustee

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

....................................................... S Hatton - Trustee

Page 1

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST AUGUST 2023

2023
Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
21,161
Charitable activities
General
5,880
Total
27,041
EXPENDITURE ON
Charitable activities
General
38,268
NET INCOME/(EXPENDITURE)
(11,227)
RECONCILIATION OF FUNDS
Total funds brought forward
23,561
TOTAL FUNDS CARRIED FORWARD
12,334
2022
Total
funds
£
9,223
4,785
14,008
6,133
7,875
15,686
23,561

The notes form part of these financial statements

Page 2

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

BALANCE SHEET 31ST AUGUST 2023

2023
Unrestricted
funds
Notes
£
CURRENT ASSETS
Cash at bank and in hand
13,054
CREDITORS
Amounts falling due within one year
4
(720)
NET CURRENT ASSETS
12,334
TOTAL ASSETS LESS CURRENT
LIABILITIES
12,334
NET ASSETS
12,334
FUNDS
5
Unrestricted funds
12,334
TOTAL FUNDS
12,334
2022
Total
funds
£
24,101
(540)
23,561
23,561
23,561
23,561
23,561

The financial statements were approved by the Board of Trustees and authorised for issue on ............................................. and were signed on its behalf by:

............................................. S Hatton - Trustee

The notes form part of these financial statements

Page 3

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Grants offered subject to conditions which have not been met at the year end date are noted as a commitment but not accrued as expenditure.

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31st August 2023 nor for the year ended 31st August 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31st August 2023 nor for the year ended 31st August 2022.

continued...

Page 4

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST AUGUST 2023

3. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 9,223
Charitable activities
General
4,785
Total 14,008
EXPENDITURE ON
Charitable activities
General 6,133
NET INCOME 7,875
RECONCILIATION OF FUNDS
Total funds brought forward 15,686
TOTAL FUNDS CARRIED FORWARD 23,561
4. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Other creditors 2023
£
720
2022
£
540
5. MOVEMENT IN FUNDS
Unrestricted funds At 1.9.22
£
Net
movement
in funds
£
At
31.8.23
£
General fund 23,561 (12,251) 11,310
Prize Draw Account - 350 350
Outside Space Campaign - 674 674
23,561 (11,227) 12,334
TOTAL FUNDS 23,561 (11,227) 12,334

continued...

Page 5

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST AUGUST 2023

5. MOVEMENT IN FUNDS - continued

Net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 24,210 (36,461) (12,251)
Prize Draw Account 1,850 (1,500) 350
Outside Space Campaign 981 (307) 674
27,041 (38,268) (11,227)
TOTAL FUNDS 27,041 (38,268) (11,227)
Comparatives for movement in funds
Unrestricted funds At 1.9.21
£
Net
movement
in funds
£
At
31.8.22
£
General fund 15,686 7,875 23,561
TOTAL FUNDS 15,686 7,875 23,561
Comparative net movement in funds, included in the above are as follows:
Unrestricted funds Incoming
resources
£
Resources
expended
£
Movement
in funds
£
General fund 14,008 (6,133) 7,875
TOTAL FUNDS 14,008 (6,133) 7,875

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
Prize Draw Account
Outside Space Campaign
TOTAL FUNDS
Net
movement
At 1.9.21
in funds
£
£
15,686
(4,376)
-
350
-
674
15,686
(3,352)
15,686
(3,352)
At
31.8.23
£
11,310
350
674
12,334
12,334

continued...

Page 6

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 31ST AUGUST 2023

5. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 38,218 (42,594) (4,376)
Prize Draw Account 1,850 (1,500) 350
Outside Space Campaign 981 (307) 674
41,049 (44,401) (3,352)
TOTAL FUNDS 41,049 (44,401) (3,352)

6. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31st August 2023.

Page 7

THE NORTH HALIFAX GRAMMAR SCHOOL PARENTS ASSOCIATION

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 31ST AUGUST 2023

INCOME AND ENDOWMENTS
Donations and legacies
Gifts
Donations
Charitable activities
Prize draw income
Total incoming resources
EXPENDITURE
Charitable activities
Prize draw cost
Catering and refreshments
Subscriptions
Grants to individuals
Support costs
Governance costs
Accountancy and legal fees
Total resources expended
Net (expenditure)/income
2023
£
4,195
16,966
21,161
5,880
27,041
1,867
687
-
35,534
38,088
180
38,268
(11,227)
2022
£
-
9,223
9,223
4,785
14,008
-
437
128
5,388
5,953
180
6,133
7,875

This page does not form part of the statutory financial statements

Page 8