CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examinef s Report Rèport to the trusteesl members of THE HARROGATE GRAMMAR SCHOOL PARENT.TEACHER ASSOCIATION On accounts for the year ended 3110712025 Charity no (if any) 508520 Set out on pagés I report to the trustees on my examination of the accounts of the above chantyllhe Trust") for the year ended 31107r2025. Responsibllltles and As the chanty trustees of the Twst, you are responsible for the preparation basis of report of the accounts in accordance with the requirements of the Charities Act 2011 (Yhe Acl"). I report in respect of my examination of the Trust's accounts carried out under section 145 oflhe 2011 Act and in carying out my examination. I have followed the applicable Directions given by the Charity Commission under section 145{51(b) of the Act. I have completed my examination. l Gonfim that no material matters have come to my attention I in Gonnection with the examination which gives me cause to believe that in, any material respect.. accounting records were not kept in accordan￿ wrth section 130 of the A¢t or the accounts do not accord with the accounting records Indépendent examiner's statement I have no cOn￿mS 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. ' Please delete the wonls in the brackets rfthey do not apply. Signed: Dats: Name: FLCA Relevant professional qualification(sl or body (if any): Prcc A Address: LJ/V ir IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of con￿rn (see CC32. Independent examination of charity accounts: directions and guidance for examiners). Give hore brief details of any items that the examiner wishes to disclose. IER October 2018 ForPBIi￿ oiifw2iWtDm10712725 IURNOYER 91LQO 5J15.04 449¥ 9J¥eRWr¢r￿1￿thl*[￿Fl 8￿￿NI￿.11￿tyS•￿51HF) &14101 &1401 BwThsNi*t.kt5rAeslRFI 4503 B￿n￿Ni￿rt.r3l￿tts1Ies1 4501 4507 BurA%NI•T.￿T￿lftcQTh￿l 1x3 1.￿.74 1.rmm 1.J6774 n9m ?JJD 75207 7S207 I2￿￿$ 12.71647 4DJ 41107 5014 21m GHOSSPROFIT. P>)1 BbTrkCMriis itttyj 7S3S8 41.mo 66.*2J)s I￿166.10> e4Thkb¥¥we51131AJ7 &074.11 11th1.79 1l6745] Iw&J C￿[515￿[11￿Bj 1&6F4m 05] ||||||||| |---|---|---|---|---|---|---|---| |**Trustees' Annual Report for theperiod**|||||||| |**From**|Period start date|||To|Period end date||| ||**1st**|**August**|**2024**||**31st**|**July**|**2025**| ## **Reference and administration details** **Charity name** Harrogate Grammar School Parent-Teacher Association **Other names charity is known by** Harrogate Grammar School PTA **Registered charity number** 508520 **Charity’s principal address** Harrogate Grammar School Arthurs Avenue Harrogate **Postcode** HG2 0DZ **Names of the charity trustees on date of approval of Trustees’ Annual Report** ||**Trustee name**|**Office**|**Dates acted if**
**not for whole year**| |---|---|---|---| |**1**|Rhona Johnston|Chair|| |**2**|Angela Wilson|Treasurer|| |**3**|Brian O’Grady|Secretary|| ## **Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)** **Name Dates acted if not for whole year** ## **Structure, governance and management** |**Type of governing document**
**Trustee recruitment and appointment**|Constitution adopted 2009| |---|---| ||All members of the Committee are trustees of the charity.
Nominations for election to the Committee may be made by any Member
of the Association and seconded by another.
Committee members are elected at the AGM and hold office until the
next AGM.
Committee members have the power to co-opt other Committee
Members at any time, and co-opted Committee Members shall serve
until the date of the next AGM.| ## **Objectives and activities** **Charitable purposes** The PTA aims to advance the education of students in the school, in particular by: - Developing effective relationships between the staff, parents and others associated with the school - Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils **Summary of the main activities** The PTA’s main activity is to raise funds which are passed on to the **undertaken by the charity to further** school to support and benefit pupils. **its charitable purposes for the public benefit** Our main fundraising activities are social events held at the school (quizzes, Burns Night supper and one-off events), raffles and used uniform sales. The school requests funds through a bid process and bids are approved if they meet our charitable objectives of supporting pupils and enhancing their education. **Statement confirming whether the trustees have had regard to the** All trustees have had regard to the guidance issued by the Charity **guidance issued by the Charity** Commission on public benefit. **Commission on public benefit** ## **Achievements and performance** **Summary of the main achievements of the charity during the financial period** Main fundraising achievements: - Two quizzes raised over £3000 - - Donations at the school music concerts raised £418 to fund support for music students - Christmas and Summer Raffles together raised over £2000 - - Used uniform sales raised over £5300 - The Burns Night Supper raised over £10,400 for the PE department Funding provided to school: - £33,428 to contribute towards the refurbishment of the PE changing facilities - £16,000 to contribute towards school purchasing a new minibus - - £7,686 for the Music and Drama departments to upgrade the light and sound technology in the Forum - £2,925 to purchase 50 microscopes for the science department - - £66 raised in cash donations at the spring music concert to support the music department purchasing new technology ## **Financial review** ## **Brief statement of the charity’s policy on reserves** The PTA needs reserves for the following reasons: - To ensure that the PTA has sufficient working capital to carry out its day to day activities; - To protect again significant fluctuations in income; - To provide the funds required to wind-up the business in the event that the PTA as a charity was no longer a going concern. The PTA Committee has agreed the following target reserves levels: - Minimum “general” reserves equivalent to 18 months operating costs - Plus “additional” reserves in the event of there being significant unforeseen fluctuations in annual income levels - **Details of any deficit** N/A ## **Declaration** ## **The trustees declare that they have approved the trustees’ report above.** **Signed on behalf of the charity’s trustees** **Signature(s)** SIGN SIGN **Full name(s)** Rhona Johnston Angela Wilson **Position (e.g. Chair)** Chair Treasurer **Date** 21/09/2025 21/09/2025