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2024-08-31-accounts

Trustees’ Annual Report for the period

From 01.09.2023 Period start date To 31.08.2024 Period end date Charity name: Broughton School Association

Charity registration number: 1206741

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 Providing equipment or facilities 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.		 Para 1.17 and
1.19		 Fund raising events including school disco,
cake sales and school fairs.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Trustees are aware of the guidance issued
by the charity commission on public
benefit.

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 The BSA has supported educational trips
throughout the school by providing funding
towards class trips which supports all
families financially and enhances learning
experiences for all pupils.
Indoor and outdoor activities have been
improved by providing chess sets and
enabling orienteering events.
Leavers’ hoodies were given to Year 6
pupils to celebrate their time at Broughton
School.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41
Performance of fundraising
activities against objectives
set		 Para 1.41
Investment performance
against objectives		 Para 1.41
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 Substantial donation received during the
year to be committed to fund additional
staff time for pupils with educational needs,
not yet paid to school.
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22
Amount of reserves held Para 1.22
Reasons for holding zero
reserves		 Para 1.22
Details of fund materially in
deficit		 Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted A description of the principal Para 1.46 risks facing the charity Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 Unincorporated association
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Trustees approved by existing committee of
parents and teacher/school staff.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures adopted for the induction Para 1.51 and training of trustees The charity’s organisational structure and any wider Para 1.51 network with which the charity works Relationship with any related Para 1.51 parties Other

Reference and Administrative details

Charity name Broughton School Association
Other name the charity uses BSA
Registered charity number 1206741
Charity’s principal address Broughton CE Primary & Nursery School
Kepplewray
Broughton in Furness
Cumbria
LA20 6BJ

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Deborah Cook Chair
Elizabeth Burslem Secretary
Laura Graham
Sharon
Postlethwaite

– Corporate trustees names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) SM Postlethwaite Full name(s) Sharon Postlethwaite Position (eg Secretary, Chair, etc) Date 26.06.2025

Broughton School Association
1206741		 Broughton School Association
1206741		 Broughton School Association
1206741		 1206741
No (if any)		 1206741
No (if any)		 1206741
No (if any)		 CC16a
For the period
from		 01.09.23
Period start date		 To 31.08.24
Period end date
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest £
42,020
4,789
55
-
-
-
-
-
46,864
-
-
-
46,864
244
3,782
109
-
-
-
-
-
-
4,135
-
-
-
4,135
42,729
-
-
42,729		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
42,020
4,789
55
-
-
-
-
-
46,864
-
-
-
46,864
244
3,782
109
-
-
-
-
-
-
4,135
-
-
-
4,135
42,729		 Last year
to the nearest £
Donations 42,020 -
Fundraisingevents 4,789 3,686
Interest 55 -
- -
- -
- -
- -
- -
Sub total(Gross income for
AR)		 46,864 3,686
A2 Asset and investment sales,
(see table).
-
- -
Sub total - -
Total receipts
A3 Payments
3,686
Fundraisingcosts 244 -
Donationspaid 3,782 3,714
Management costs 109 100
- -
- -
- -
- -
- -
- -
**Sub total ** 4,135 3,814
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
3,814
42,729 - - 42,729 - 128
- - - - -
- - - - -
42,729 - - 42,729 - 128

CCXX R1 accounts (SS)

26/06/2025

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets		 #
Signature
Details
Details
Current account
Deposit account
Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
3,547
-
43,055
-
-
-
46,602
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval

CCXX R2 accounts (SS)

26/06/2025

2

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Indepandent Examinorfs Report Roport to the trusteesl members of Broughton School Asso(#ation On accounts for the year •ndod 31 August 2024 Charity no lif any) 1206741 Sat out on pagès 1￿ Ind￿￿1 R￿typts actthjnts I report to the trustees on my examination of the accx)unts of the above charity (Ihe Trust.) for the year ended 3110812024. Responslbllltlos and As the charity trustees of the Trust. you are responsible for the preparalion basis of roport of the accounts in accordance with the requirements of the Charities Act 2011 {'th8 Act.). I rèport in respect of my examination of th8 Trust's accounts ¢arried out under section 145 of the 2011 Act and in carying out my 8xamination. I have followed the applicabl8 Directions given by th8 Charity Commission under section 145(5Xb) of the Act. I hav6 ¢ompleted my examlnation. I confim that no material matters have me lo my attents'on in connection with lh8 8xaminats.on which gives me cause to believe that in, any malerial respect.. accounting records were not kept in accordance with section 130 of the Act or thg a¢￿UnIS do not accord v￿th the a¢¢ounting records Independent •xamlnorfs statement I have no conc8ms and have come across no other matters In connection with the examination to which attention should be drawn in order to enable proper underslandlng of the accounts to be reached. Slgn•d: Data: 201os Itozr Name: Relevant professional quallficatlon(s) or body (if any): ICAEVJ - FC Address: eEt*HEA¢J Cy L-ro GAN￿ thsN)S£ , GLif Fihj SlQ££r Section B Disclosure Only complete if Ihe examiner needs to highlight matters of cOn￿rn (see CC32, Independent examination of charity accounls: directions and guidance for examiners). IER October 2018

Give here brief details of any items that the examiner wishes to disclose. IER October 2018