## **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