PTA Friends School Lisburn ort of the Trustees for the Year Ended ) l J 2023 The trustees present their report with the financial statements of the charity for the year ended 31 July 2023. The trustees have adopted the provisions of Accounting and Rep)rling by Charities= Si8leiMenl of Recommended Practice applicable to chariiies preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective l January 2019). The PTA Annual General Meeting will be held on Saturday 21 October at 9.15am in the Sports Hall. OBJECTIVES AND AcfiviTIES Objectives and aim5 The purposes of the PTA Charity are to advance the edu¢alion of the pupils at Friends, School Li5burn by supplying and assistin8 in the provision of facililies for education at the School. This includes the organisation of social and other events to promote good relations between staff and parents and the promotion of the wellbeing of pupils. The trustee5 would like lo thank all members of the IYA for their assistance over the year, a special mention goes lo the secrelarial. maintenance and catering staff who year on year go out of their way to make things happen for us. We do appreciate your efforts. FINANCIAL REVIEW Financigl position Durin8 the financial year the Charity made a surplus £30,138 in the previous year £4.416. STRUCTURE, GOVERNANCE AND MANAGEMENT Governing document The constitution was adopted at the AGM held on 15 September 2016. The affairs of the PTA are managed by the Trustees who are elected annually at the AGM and the President of the Association the School Principal. Page I
PTA Friends School Lisburn ort of the Trustees for the Year Ended 31 Jul 2023 STRUCTURE, GOVERNANCE AND MANAGEMENT Recruitment alld appointment of new trustees At the 20?1122 AGM on 22 October 2022, the following Trustees were elected for the Year 2022 12023 and will remain in post until the AGM on 21 Ociober 2023. Therefore, those elecfed as Ttee5 are: Parent Representatives: Riith Bell Aniia Branki Martin Grimley Barry Mageean Lucy Mcclusker Lorraine Mccourt Caroline Reid Judith Rowan Lesley Wilson Teacher Representalives: Kathryn Archbold Niamh Blakenian Craig Cunningham One additional Parcni representatives joined as Trustees during the year. This was.. Andrea Duncan The following office bearers were elected: Chair - Barry Mageean . Proposed: Martin Grimley. Seconded.. Kathryn Archbold. Treasurer- Lesley Wilson. Proposed.. Martin Grimley. Seconded.. Judiih Rowan. Secretary - Martin Grimley. Proposed: Niamh Blakeman. Seconded.. Kaihryn Archbold. REFERENCE AND ADMINISTRATIVE DETAILS Registered Chllrily number 101091 Principal address Clo Ms Lesley Wilson Culbawn 30 Anlrim Road Lisburn Co. Antrim BT28 3DH Page 2
iyrA Friends School Lisburn ort of the Trustees for tlie Year E ded 31 Jul 202) Trustees Ms K Archbold Ms F Butlerly (resigned 2211012022) M Grimley B Mageean Ms M Morgan {re5igned 2211012022) G Kerr {resigned 2211012022) Ms R Collins (resigned 2211012022) Ms J Rowan Miss N Blakeman Ms R Bell (appointed 2vior2022) Ms A Brankin (appointed 2211012022) Ms L M¢Clusker (appointed 2211012022) Ms L Mccourt (appointed 2211012022) Ms C Reid (appointed 2211012022) Ms L Wilson (appointed 2211012022) C Cunningham (appointed 2211012022) Independent Examiner ASC Wylie UBU Lid Qualified Accountants, Tax & Busines5 Advisors 7 Lisburn Sirect Royal Hi115borough Co. Down BT26 6AB Approved by order of the board of trustees on . and signed on its behalf by.. LLAZO). K Archbold - Trustee Page 3