## **Trustees’ Annual Report for the period** **From 01.09.24 Period start date To 31.08.25 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 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 fairs,
disco, community bingo and cake sales.| |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|Enrichment activities have been increased
across the school to improve learning
opportunities for all including music
assemblies, orienteering, forest schools
and a pantomime performance,
Funding has been allocated to ensure that
all children with Educational Health Care
Plans have dedicated time with teaching
support staff.
The BSA has supported educational visits
by providing funding towards class trips
which support all families financially.
There has also been a focus this year on
play equipment and training.
Leavers hoodies have been 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|The end of year balance will ensure
continued support during a time of financial
challenges.| |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
any fundraising)|Para 1.47|| |Investment policy and
objectives including any
social investment policy
adopted|Para 1.46|| |A description of the principal
risks facing the charity|Para 1.46|| |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**
**teachers/school staff**| ## **Additional information (optional)** ## You may choose to include further statements where relevant about: |||| |---|---|---| |Policies and procedures
adopted for the induction
and training of trustees|Para 1.51|| |The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51|| |Relationship with any related
parties|Para 1.51|| |Other||| ## **Reference and Administrative details** Charity name Other name the charity uses Registered charity number Charity’s principal address ## **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(if any)**| |---|---|---|---|---| ||E Burslem|Secretary||| ||D Cook|Chair||| ||L Graham|||| ||S 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)** S M Postlethwaite **Full name(s)** Sharon Postlethwaite **Position (eg Secretary,** Trustee **Chair, etc) Date** 19.06.26 **Charity Name No (if any) Broughton School Association 1206741 Receipts and payments accounts CC16a For the period** Period start date Period end date **To from** 01.09.24 31.08.25 ## **Section A Receipts and payments** |**A1 Receipts**|**Unrestricted**
**funds**
**to the nearest**
**£**
**64,183**
**6,671**
**830**
**-**
**-**
**-**
**-**
**-**
**71,684**
**-**
**-**
**-**
**71,684**
**2,224**
**48,165**
**265**
**-**
**-**
**-**
**-**
**-**
**-**
**50,654**
**-**
**-**
**-**
**50,654**
**21,030**
**-**
**-**
**21,030**|**Restricted**
**funds**
**to the nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to the nearest £**|**Total funds**
**to the nearest £**
**64,183**
**6,671**
**830**
**-**
**-**
**-**
**-**
**-**
**71,684**
**-**
**-**
**-**
**71,684**
**2,224**
**48,165**
**265**
**-**
**-**
**-**
**-**
**-**
**-**
**50,654**
**-**
**-**
**-**
**50,654**

**21,030**|**Total funds**
**to the nearest £**
**64,183**
**6,671**
**830**
**-**
**-**
**-**
**-**
**-**
**71,684**
**-**
**-**
**-**
**71,684**
**2,224**
**48,165**
**265**
**-**
**-**
**-**
**-**
**-**
**-**
**50,654**
**-**
**-**
**-**
**50,654**

**21,030**|**Last year**
**to the nearest £**| |---|---|---|---|---|---|---| |Donations|**64,183**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**64,183**||**42,020**| |Fundraisingevents|**6,671**|||**6,671**||**4,789**| |Interest|**830**|||**830**||**55**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_**_(Gross income for_
_AR)_|**71,684**|||**71,684**||**46,864**| |||||||| |**A2 Asset and investment sales,**
**(see table).**||||||| ||**-**||**-**
**-**
**-**|**-**||| ||**-**|||**-**||**-**| |**_Sub total_**|**-**|||**-**||**-**| |**_Total receipts_**
**A3 Payments**||||||| ||||**-**|**71,684**||**46,864**| |||||||| |Fundraisingcosts|**2,224**||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|**2,224**||**244**| |Donationspaid|**48,165**|||**48,165**||**3,782**| |Management costs|**265**|||**265**||**109**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| ||**-**|||**-**||**-**| |**_Sub total_ **|**50,654**|||**50,654**||**4,135**| |||||||| |**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_**||||||| ||||**-**|**50,654**||**4,135**| |||||||| ||**21,030**|**-**|**-**|
**21,030**||**42,729**| ||**-**|**-**|**-**
**-**|**-**||**-**| ||**-**|**-**||**-**||**-**| ||**21,030**|**-**|**-**|**21,030**||**42,729**| CCXX R1 accounts (SS) 19/06/2026 1 ## **Section B Statement of assets and liabilities at the end of the period** |**Categories**
**B1 Cash funds**
**B2 Other monetary assets**
**B4 Assets retained for the**
**charity’s own use**
**B5 Liabilities**
**B3 Investment assets**|**Details**
**Details**
Current account
Deposit account
**Details**
**Details**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
**Details**|**Unrestricted**
**funds**
**to nearest £**
**5,273**
**62,358**
**-**
**67,631**
Agreement Error
**Unrestricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Fund to which**
**asset belongs**
**Fund to which**
**asset belongs**
**Fund to which**
**liability relates**|**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
OK
**Restricted**
**funds**
**to nearest £**
**-**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**Cost (optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Amount due**
**(optional)**
**-**
**-**
**-**
**-**
**-**|**Endowment**
**funds**
**to nearest £**| |---|---|---|---|---| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||OK| |||||**Endowment**
**funds**
**to nearest £**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**Current value**
**(optional)**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**-**| |||||**When due**
**(optional)**| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| ||||**-**|| Signed by one or two trustees on behalf of all the trustees |Signature|Print Name| |---|---| ||S Postlethwaite| ||| Date of approval CCXX R2 accounts (SS) 19/06/2026 2 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A Independent Examinevs Report Report to the trusteesl member8 of Broughton School As50Giation On accounts for the year endod 31 August 2025 Charity no (if any) 1206741 Set out on pages 1-7 inc4ud&¥ RKwpts 8nd Pa￿n￿ts *XOUrtts I report to the trustees on my examination of the accounts of the above charity ("the Twst") for the year ended 3110812025. Responslbilltlas and As the charity trustees of th6 Trust, you are responsible for the preparation basls of report 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 section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145(5Mb) of the Act. I have completed ffly examination. I confim that no material matters hav8 come to my attention in connection with the examination which gives me cause to believe that in, any material resped: accounting records were not kept in aCC￿danCe with section 130 of the Act or th8 accounts do not accord with the accounting records Independent examiner's statement I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Slgned: "ILrf Date: Name: si-h4f￿,￿ T￿£￿£￿ Relevant professlonal qualification{s) or body (If any): I QA&w- PCI Address: pEt)￿E*l0 4Cc￿ *NC 4 L Ca