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2025-08-31-accounts

CHARITY NUMBER: 1146859

ST MARY'S SCHOOL CHIDDINGFOLD PTA (the Charity)

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS YEAR ENDED 31 AUGUST 2025

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT AND FINANCIAL STATEMENTS

CONTENTS

Page
Reference and administrative information 3
Report of the Trustees 4
Independent examiner's report 6
Statement of fnancial activities 7
Balance sheet 8
Notes to the fnancial statements 9

Page 2 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

LEGAL AND ADMINISTATIVE INFORMATION

YEAR ENDED 31 AUGUST 2025

CHARITY NAME: St Mary’s School Chiddingfold PTA
REGISTERED CHARITY NUMBER: 1146859
TRUSTEES: Mrs P Botting (Chair)
Mr N Girnary
TREASURER: Mr N Girnary
PRINCIPAL ADDRESS: St. Mary’s C Of E Primary School
Petworth Road
Chiddingfold
Godalming
Surrey
GU8 4UF

Page 3 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT OF THE TRUSTEES

YEAR ENDED 31 AUGUST 2025

The Trustees present their report along with the financial statements of the Charity for the year ended 31 August 2025. The financial statements have been prepared on a cash basis.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Charity is an unincorporated trust constituted by the PTA model constitution adopted in November 2011. The Trust was registered with the Charity Commission for England and Wales on 12 April 2012 under Charity Registration Number: 1146859

Recruitment and appointment of new trustees

The Trustees who have served during the year and since the year end are set out on page 2. None of the Trustees, nor any person connected with them, received any remuneration or expenses from the Charity in the year ended 31 August 2025 (2024: £nil).

New Trustees are nominated by the Parent Teachers Association (PTA) and appointed by majority resolution of the PTA members. Incoming Trustees are made fully aware of their responsibilities by the existing Trustees.

Wider network

The Charity uses volunteers to support charitable activities who generally are members of the PTA. During the year, the number of volunteers is estimated to be 10-20, none of which received remuneration for their services.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charitable purposes of the Charity are to advance the education of pupils at St Mary’s C of E Primary School (the School) in Chiddingfold in particular by;

The charity organises fundraising events with proceeds being donated to the School to advance the education of the pupils and the facilities which they have available. The PTA also facilitates communication between parents and the School.

Page 4 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT OF THE TRUSTEES

YEAR ENDED 31 AUGUST 2025

Public benefit

The trustees have considered the guidance issued by the Charity Commission in respect of public benefit and confirm that the charity complies with the guidance

Main activities and achievements

The charity raised funds throughout the year which, when donated to the School, enabled the School to purchase equipment, learning aids, supplement classroom budgets, undertake School activities, develop a sensory garden and other items which would improve the School for the benefit of the pupils.

Plans for Future Periods

The Charity intends to continue holding fundraising activities to support the School and the development of the pupils within the School. The trustees have no reason to believe that it will not continue as a going concern.

FINANCIAL REVIEW

Financial position

In the year ended 31 August 2025, the Charity generated income of £48,114, had a net profit from fundraising activities of £30,829 and donated £35,014 to the School using funds generated in the current and previous financial year. At 31 August 2025, the Charity had funds of £25,822 of which a minimum of £2,000 is to be maintained in the Charity’s bank account.

STATEMENT OF TRUSTEES RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

On behalf of the trustees:

Mr N Girnary

Page 5 of 10

REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES OF ST MARY’S

SCHOOL CHIDDINGFOLD PTA FOR THE YEAR ENDED

31 AUGUST 2025

xxx

Page 6 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 31 AUGUST 2025

----- Start of picture text -----
£ 2024/25 2023/24
Revenue 48,114.42 66,398.04
Cost of Sales (17,285.28) (29,753.99)
Gross Profit 30,829.14 36,644.05
School donations (34,846.32) (31,582.57)
Other costs (168.45) (228.20)
Net income (4,185.63) 4,833.28
----- End of picture text -----

Page 7 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

BALANCE SHEET

YEAR ENDED 31 AUGUST 2025

----- Start of picture text -----
Balance sheet as at 31 August 2025 2024
£
Bank balance 25,821.90 29,086.42
Cash balance 60.32 981.43
Net assets 25,882.22 30,067.85
Surplus brough forwards 30,067.85 25,234.57
Surplus/(Deficit) for the year (4,185.63) 4,833.28
Surplus carried forwards 25,882.22 30,067.85
----- End of picture text -----

The unaudited financial statements were approved and authorised for issue by the Trustees of the Charity on

Mr N Girnary

Page 8 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

NOTES FORMING PART OF THE FINANCIAL STATEMENTS

YEAR ENDED 31 AUGUST 2025

1. ACCOUNTING POLICIES

1.1 Basis of financial statements

The financial statements have been prepared on a cash basis.

The functional currency of the charity is sterling (£).

1.2 Income

Income from fundraising activities and donations are recognised in the year in which cash is received. Gift aid is added to the value of the donation to which it relates.

1.3 Expenditure and donations

Expenditure and donations are included on a cash basis

1.4 Funds

The Charity’s reserves are free for the Trustees to use, other than £2,000 must be maintained in the Charity’s bank account at any one time.

1.5 Going concern

The Trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern.

2. FUNDRAISING ACTIVITIES

The following fundraising activities took place during the year

Bank Cash Total Income Expense Profit
Christmas Cards 298.00 - 298.00 298.00 - 298.00
Xmas trees 397.40 - 397.40 1,571.00 (1,173.60) 397.40
Xmas fair 2024 2,548.74 832.54 3,381.28 3,887.55 (506.27) 3,381.28
Easy fundraising 1,063.48 - 1,063.48 1,063.48 - 1,063.48
End of term party 490.00 - 490.00 600.00 (110.00) 490.00
School Disco 535.58 - 535.58 535.58 - 535.58
Bedtime stories (39.50) - (39.50) - (39.50) (39.50)
School Production 4,162.20 - 4,162.20 8,750.68 (4,588.48) 4,162.20
Bake Sale 2,860.19 - 2,860.19 2,910.58 (50.39) 2,860.19
Chiddfest 2024 (1,080.00) - (1,080.00) - (1,080.00) (1,080.00)
Lottery 446.60 - 446.60 466.60 (20.00) 446.60
Legoland 742.00 - 742.00 742.00 - 742.00
Labels Contribution 9.09 - 9.09 9.09 - 9.09
Panto 6,974.76 421.35 7,396.11 17,113.15 (9,717.04) 7,396.11
Contributions 10,166.71 - 10,166.71 10,166.71 - 10,166.71
Total fundraising 29,575.25 1,253.89 30,829.14 48,114.42 (17,285.28) 30,829.14

Page 9 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

NOTES FORMING PART OF THE FINANCIAL STATEMENTS

YEAR ENDED 31 AUGUST 2025

3. DONATIONS

The following donations were made to the School during the year

School Audio Visual (17,000.00) School Bake Sale Wish List (1,198.52) School Book Week (2,197.80) School Class Budgets 2023 (2,450.00) School Sensory Garden (10,000.00) School Thrive (2,000.00) Parent Kind (88.73) Bank Charges (79.72) Total cost (35,014.77)

4. TRUSTEES' REMUNERATION AND EXPENSES

No Trustees received any remuneration or other benefits from the charity and no Trustees were reimbursed for expenses (2020: None).

5. WAGES AND SALARIES

There are no employees (2020: none)

6. VOLUNTEERS

The Charity relies entirely on volunteers to carry out the management, administration and fundraising activities. The Charity has no paid staff or paid Trustees.

Page 10 of 10

CHARITY NUMBER: 1146859

ST MARY'S SCHOOL CHIDDINGFOLD PTA (the Charity)

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS YEAR ENDED 31 AUGUST 2025

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT AND FINANCIAL STATEMENTS

CONTENTS

Page
Reference and administrative information 3
Report of the Trustees 4
Independent examiner's report 6
Statement of fnancial activities 7
Balance sheet 8
Notes to the fnancial statements 9

Page 2 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

LEGAL AND ADMINISTATIVE INFORMATION

YEAR ENDED 31 AUGUST 2025

CHARITY NAME: St Mary’s School Chiddingfold PTA
REGISTERED CHARITY NUMBER: 1146859
TRUSTEES: Mrs P Botting (Chair)
Mr N Girnary
TREASURER: Mr N Girnary
PRINCIPAL ADDRESS: St. Mary’s C Of E Primary School
Petworth Road
Chiddingfold
Godalming
Surrey
GU8 4UF

Page 3 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT OF THE TRUSTEES

YEAR ENDED 31 AUGUST 2025

The Trustees present their report along with the financial statements of the Charity for the year ended 31 August 2025. The financial statements have been prepared on a cash basis.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Charity is an unincorporated trust constituted by the PTA model constitution adopted in November 2011. The Trust was registered with the Charity Commission for England and Wales on 12 April 2012 under Charity Registration Number: 1146859

Recruitment and appointment of new trustees

The Trustees who have served during the year and since the year end are set out on page 2. None of the Trustees, nor any person connected with them, received any remuneration or expenses from the Charity in the year ended 31 August 2025 (2024: £nil).

New Trustees are nominated by the Parent Teachers Association (PTA) and appointed by majority resolution of the PTA members. Incoming Trustees are made fully aware of their responsibilities by the existing Trustees.

Wider network

The Charity uses volunteers to support charitable activities who generally are members of the PTA. During the year, the number of volunteers is estimated to be 10-20, none of which received remuneration for their services.

OBJECTIVES AND ACTIVITIES

Objectives and aims

The charitable purposes of the Charity are to advance the education of pupils at St Mary’s C of E Primary School (the School) in Chiddingfold in particular by;

The charity organises fundraising events with proceeds being donated to the School to advance the education of the pupils and the facilities which they have available. The PTA also facilitates communication between parents and the School.

Page 4 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

REPORT OF THE TRUSTEES

YEAR ENDED 31 AUGUST 2025

Public benefit

The trustees have considered the guidance issued by the Charity Commission in respect of public benefit and confirm that the charity complies with the guidance

Main activities and achievements

The charity raised funds throughout the year which, when donated to the School, enabled the School to purchase equipment, learning aids, supplement classroom budgets, undertake School activities, develop a sensory garden and other items which would improve the School for the benefit of the pupils.

Plans for Future Periods

The Charity intends to continue holding fundraising activities to support the School and the development of the pupils within the School. The trustees have no reason to believe that it will not continue as a going concern.

FINANCIAL REVIEW

Financial position

In the year ended 31 August 2025, the Charity generated income of £48,114, had a net profit from fundraising activities of £30,829 and donated £35,014 to the School using funds generated in the current and previous financial year. At 31 August 2025, the Charity had funds of £25,822 of which a minimum of £2,000 is to be maintained in the Charity’s bank account.

STATEMENT OF TRUSTEES RESPONSIBILITIES

The trustees are responsible for preparing the Report of the Trustees and the financial statements. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

On behalf of the trustees:

Mr N Girnary

Page 5 of 10

REPORT OF THE INDEPENDENT EXAMINER TO THE TRUSTEES OF ST MARY’S

SCHOOL CHIDDINGFOLD PTA FOR THE YEAR ENDED

31 AUGUST 2025

xxx

Page 6 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 31 AUGUST 2025

----- Start of picture text -----
£ 2024/25 2023/24
Revenue 48,114.42 66,398.04
Cost of Sales (17,285.28) (29,753.99)
Gross Profit 30,829.14 36,644.05
School donations (34,846.32) (31,582.57)
Other costs (168.45) (228.20)
Net income (4,185.63) 4,833.28
----- End of picture text -----

Page 7 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

BALANCE SHEET

YEAR ENDED 31 AUGUST 2025

----- Start of picture text -----
Balance sheet as at 31 August 2025 2024
£
Bank balance 25,821.90 29,086.42
Cash balance 60.32 981.43
Net assets 25,882.22 30,067.85
Surplus brough forwards 30,067.85 25,234.57
Surplus/(Deficit) for the year (4,185.63) 4,833.28
Surplus carried forwards 25,882.22 30,067.85
----- End of picture text -----

The unaudited financial statements were approved and authorised for issue by the Trustees of the Charity on

Mr N Girnary

Page 8 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

NOTES FORMING PART OF THE FINANCIAL STATEMENTS

YEAR ENDED 31 AUGUST 2025

1. ACCOUNTING POLICIES

1.1 Basis of financial statements

The financial statements have been prepared on a cash basis.

The functional currency of the charity is sterling (£).

1.2 Income

Income from fundraising activities and donations are recognised in the year in which cash is received. Gift aid is added to the value of the donation to which it relates.

1.3 Expenditure and donations

Expenditure and donations are included on a cash basis

1.4 Funds

The Charity’s reserves are free for the Trustees to use, other than £2,000 must be maintained in the Charity’s bank account at any one time.

1.5 Going concern

The Trustees consider that there are no material uncertainties about the Charity’s ability to continue as a going concern.

2. FUNDRAISING ACTIVITIES

The following fundraising activities took place during the year

Bank Cash Total Income Expense Profit
Christmas Cards 298.00 - 298.00 298.00 - 298.00
Xmas trees 397.40 - 397.40 1,571.00 (1,173.60) 397.40
Xmas fair 2024 2,548.74 832.54 3,381.28 3,887.55 (506.27) 3,381.28
Easy fundraising 1,063.48 - 1,063.48 1,063.48 - 1,063.48
End of term party 490.00 - 490.00 600.00 (110.00) 490.00
School Disco 535.58 - 535.58 535.58 - 535.58
Bedtime stories (39.50) - (39.50) - (39.50) (39.50)
School Production 4,162.20 - 4,162.20 8,750.68 (4,588.48) 4,162.20
Bake Sale 2,860.19 - 2,860.19 2,910.58 (50.39) 2,860.19
Chiddfest 2024 (1,080.00) - (1,080.00) - (1,080.00) (1,080.00)
Lottery 446.60 - 446.60 466.60 (20.00) 446.60
Legoland 742.00 - 742.00 742.00 - 742.00
Labels Contribution 9.09 - 9.09 9.09 - 9.09
Panto 6,974.76 421.35 7,396.11 17,113.15 (9,717.04) 7,396.11
Contributions 10,166.71 - 10,166.71 10,166.71 - 10,166.71
Total fundraising 29,575.25 1,253.89 30,829.14 48,114.42 (17,285.28) 30,829.14

Page 9 of 10

ST MARY’S SCHOOL CHIDDINGFOLD PTA

NOTES FORMING PART OF THE FINANCIAL STATEMENTS

YEAR ENDED 31 AUGUST 2025

3. DONATIONS

The following donations were made to the School during the year

School Audio Visual (17,000.00) School Bake Sale Wish List (1,198.52) School Book Week (2,197.80) School Class Budgets 2023 (2,450.00) School Sensory Garden (10,000.00) School Thrive (2,000.00) Parent Kind (88.73) Bank Charges (79.72) Total cost (35,014.77)

4. TRUSTEES' REMUNERATION AND EXPENSES

No Trustees received any remuneration or other benefits from the charity and no Trustees were reimbursed for expenses (2020: None).

5. WAGES AND SALARIES

There are no employees (2020: none)

6. VOLUNTEERS

The Charity relies entirely on volunteers to carry out the management, administration and fundraising activities. The Charity has no paid staff or paid Trustees.

Page 10 of 10

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees

Charity Name St Mary’s School Chiddingfold PTA

On accounts for the year 31 August 2025 Charity no 1146859 ended (if any) Set out on pages 1-10 of the Report of the Trustees and Unaudited Financial Statements and Page 1 of 1 of the Treasurers Report (remember to include the page numbers of additional sheets) I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/08/2025. Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report 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.

Independent The charity’s gross income exceeded £250,000. examiner's statement

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:

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:[JAlexander ] Date: 13.04.26 Name: Joanne Alexander Relevant professional qualification(s) or body (if any):

Address: 23 Old Pasture Road, Frimley, Camberley, Surrey GU16 8SA

1

Oct 2018

IER

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 .

2

Oct 2018

IER