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Killowen Primary School
& Nursery Unit PTA
Annual Report &
Statement of Accounts
For the year ended 31 August 2024
Charity number: NIC104225

Killowen Primary School & Nursery Unit PTA
Trustees, Annual Report
For the year ended 31 August 2024
The trustees present their Annual Report and Statement of Accounts for the year ended 31 August 2023
including a Statement of Assets and Liabilities at that date.
Reference and Adminlstrative Detalls
Killowen Primary School & Nursery Unit PTA
20 Laurelhill Road
Lisburn
Co. Antrim
BT28 2UH
Registered Charity in Northern Ireland - NIC104225
Charlty Trustees
The charity trustees who senied during the year or who were trustees at the date of this report were:
Karen Nichola Watson
Ashley Mulligan
Samantha Martin {Chair)
Paula Kydd {Secretary)
Lorna Featherstone (Treasurer)
Suzanne Mulholland (Treasurer effective 8th November 20241
(Resigned 31 August 20241
Structure. Governance and Management
The charity trustees of the PTA are members of its committee. The charity's governing document is the
Constitution.
To be elected as a trustee of the charity a person must be a member of the PTA. The committee is re-elected
each year at the AGM. Nominations for elections to the committee may be made by any member of the PTA
and seconded by another.
Purpose
The trustees seek to advance the education of the pupils of Killowen Primary School & Nursery Unit.
This is achieved by developing effective relationships between the staff, parents and others associated with
the school and by engaging in activities or providing facilities or equipment which support the school and
advance the education of the pupils.
The property and funds of the charity must only be used to fulfill the purposes.

Killowen Primary School & Nursery Unit PTA
Trustees, Annual Report continued
For the year ended 31 August 2024
Activltles and Objectives
We are an active PTA made up of elected parents and teaching staff. Throughout the year we organise
fundraising events such as competitions, discos. Chri5tma5 fair and a family fun night and barbeque. All these
events are open to all children and their families and help build stronger home, school and community
relations.
We also provide support to the school by providing refreshments on such occasions as the Harvest Service,
Christmas plays, special a55emblies and the school leavers morning. All funds raised at these events go with
the guidance of the school to the provision of resources and equipment that will enhance the educational
needs of our pupils.
Achlevements
The PTA had a very busy year which included three large events. some small events and various activities.
We ran two competitions this year giving the pupils another chance to get creative. One of our competitions
was to design a new logo especially for the PTA which was very exciting for the PTA. We were overwhelmed
with the entries and the creativity and we are delighted with our new logo, inspired by one of the designs.
We also served refreshments throughout the year at our Hapiest Service, the Nativities and Carol Servlce,
the annual Sports Day and the leavers, assembly.
We held three big events this year: Christmas Fair at the end of November, Killowen's first ever Colour Run In
May and the always popular Summer Fun Night & BBQ in June. It was excellent to see the return of our
Christmas Fair which was the first since 2019. The Colour Run was a special event as part of the celebrations
for Killowen's 50th year. We didn't know what to expect for this event, however it was a great success with
around 270 participants, sell out hotdogs and sponsorship raised by the children of almost £2,250. The
support for this event was incredible and a special thanks goes to the family and friends of the children for
sponsoring them.
A lot of preparation went into each of our three big events and we could not have achieved the successes
that we did without the support of our PTA volunteers and all of the school staff. A special thank you also
goes to the local businesses and supporters that volunteered their time or gave us great deals to make the
occasions extra special.
All of the events and activities that we held throughout the year enabled us to ralse essential funds to
support the school and nursery through the provision of 5UPPOrt and equipment to enhance our children'5
educational experience at Killowen. We are excited for the year ahead and more successes.
Publlc Benefrt Statement
roved relationshi
s between home and school
The benefit which flows from this purpose includes funding for additional resources for the school and links
built with the local community. This is demonstrated through having an active PTA that works in partnership
with the school and engages parental support. The benefit is for children at Killowen Primary School, Lisburn.
Charity trustees (PTA committee members) are usually also parents at the school which their children attend
and hence gain benefit in the same way as all other beneficiaries. This benefit is incidental and necessary to
ensure the benefit is provided to all beneficiaries.

Killowen Prlmary School & Nursery Unit PTA
Trustees, Annual Report continued
For the year ended 31 August 2024
Publlc Beneflt Statement cont'd
Advancin
the education of
ils in the school
The benefit which flows from this purpose includes increased educational progress and attainment of pupils
in the school and links built with the local community. This is demonstrated through pupils having access to
resources, events, activities and links with the local community which are not available through direct school
funding. The benefit is for children at Killowen Primary School, Lisburn. Charity trustees (PTA committee
members) are usually also parents at the school which their children attend and hence gain benefit in the
same way as all other beneficiaries. This benefit is incidental and necessary to ensure the benefit is provided
to all beneficiaries.
The charity trustees have had regard for the Charity Commission for Northern Ireland's public benefit
requirement statutory guidance.
Flnanclal Revlew
The charity's maln source of income each year is from its fundraising activities throughout the school year as
discussed above. The PTA raised £13,815 (2023: £8,402) through fundraising activities during the year. This
large increase was due to the opportunity to hold three large events compared to one the previous year.
The PTA was also able to secure grants of £5,500 in the year (the £375 balance of the Tesco Stronger Starts
grant was received after the year endl. We won the local Tesco Stronger Start blue token vote in January
2024 which secured a grant of £l,SOO towards the school's Cycle Safely project. The Nineveh Charitable Trust
granted the PTA £3,000 towards the nurserys unit's Forest School project. In December 2023 we won a
£1,000 donation from Supep4alu Nl towards the school's Key Stage l area.
The total income for the charity this year was £19,4401£9,225 in 2023).
The expenses for the year amounted to £14,833 {£5,752 in 2023). Fundraising expenses were £4,754, the
majority of which was for the Colour Run and the Summer Fun Night. During the year the PTA made
contributions and donations to the school of £9,104 as detailed at note 4. This included grant expenses of
£4,500. The school has various projects for which we continue to try and raise funds that we hope to be able
to support in the coming years. Governance and operational costs remain minimal each year.

Killowen Primary School & Nursery Unit PTA
Trustees. Annual Report contlnued
For the year ended 31 August 2024
Trustees, responsibillties In relation to the financial statements
The charity trustee5 are responsible for preparing a trustees, annual report and statement of accounts in
accordance with the requirements of the Charities Commission for Northern Ireland.
The trustees are responsible for keeping proper zccounting records that disclose with reasonable accuracy at
any time the financial position of the charity and to enable them to ensure that the financial statements
comply with the Charities Act (Northern Ireland) 2008 and The Charities (Accounts and Reports) Regulations
(Northern Ireland) 2015. They are also responsible for safeguarding the assets of the charity and taking
reasonable steps for the prevention and detection of fraud and other irregularities.
As the charity's income does not exceed £250,000, the trustees have elected under Section 64{31 of the
Charities Act (Northern Ireland) 2008 to prepare receipts and payments accounts and a statement of assets
and liabilities.
Approved by the trustees on 7 November 2024 and signed on their behalf by".
Samantha Martin
Chair
Lorna Featherstone
Treasurer

Independent examinerfs report to the charity trustees of Klllowen Primary School & Nursery Unit PTA
For the year ended 31 August 2024
I report on the accounts of the Charity for the year ended 31 August 2024, which are set out on pages 7 to
10.
Respertlve responslbllities of charlty trustees and examiner
As the charity's trustees you are responsible for the preparation of the accounts in accordance with the
Charities Act (Northern Ireland) 2008.
It is my responsibility to:
examine the accounts under section 65 of the Charities Act;
follow the procedures laid down in the general Directions given by the Commission under section
6519){bl of the Charities Act;
state whether particular matters have come to my attention.
Basls of Independent examlnerfs report
I have examined your charity accounts as required under section 65 of the Charities Act and my examination
was carried out in accordance with the general Directions given by the Charity Commission for Northern
Ireland under section 6519){b) of the Charities Act.
My examination included a review of the accounting records kept by the charity and a comparison of the
accounts presented with those records. It also included consideration of any unusual items or disclosures in
the accounts, and seeking explanations from you as charity trustees concerning any such matters.
My role is to state whether any materlal matters have come to my attention giving me cause to believe:
l. That accounting records were not kept in accordance with section 63 of the Charities Act;
2. That the accounts do not accord with those accounting records;
3. That the accounts do not comply with the accounting requirements of the Charities Act;
4. That there is further information needed for a proper understanding of the accounts to be reached.
Independent examinerfs statement
I have completed my examination and have no concerns in respect of the matters11) to14) listed above and,
in connection with following the Directions of the Charity Commission for Northern Ireland, I have found no
matters that require drawing to your attention.
Adam Thompson F
23 Rosewood Glen
Lisburn
BT28 2FW

Killowen Primary School & Nursery Unit PTA
Statement of Receipts and Payments
For the year ended 31 August 2024
Notes Unrestricted Restrlrted
funds
fund5
2024
2023
Receipts:
Donations and legacies
Grants
Fundraising activities
Members, subscriptions
Charitable trading receipts
Other receipts
53
53
5,125
13,815
238
278
5,125
13.815
238
8,402
545
209
209
Total recelpts
14,315
5,125
19,440
9,225
Payments:
Cost of fundraising events
Grants and donations
Operational costs
Governance costs
Other costs
4,754
4,806
200
145
4,754
9,306
200
145
2,880
2,361
219
133
4,500
Asset and Investment purchases:
Purchase of equipment
428
428
159
Total payments
10,333
4.500
14,833
5,752
Net recelpts / (payments)
3.982
625
4,607
3,473
Transfers between funds
Surplus / (deflclt) for the year
3,982
625
4,607
3,473
Reconclllatlon at 31 August:
Cash at bank & in hand I September
Surplus / (deficit) for the year end
5,244
3,982
5,244
4,607
1,771
3,473
625
Cash at bank & In hand 31 August
9.226
625
9,851
5,244

Killowen Primary School & Nursery Unit PTA
Statement of Assets and Liabilities
For the year ended 31 August 2024
Unrestricted Restricted
fund5
funds
2024
2023
Funds reconclllatlon
Cash at bank & in hand I September
5,244
5,244
1,771
Surplus / (deficit) for the year end
3,982
625
4,607
3,473
Cash at bank & in hand 31 August
9,226
625
9,851
5,244
Bank and cash balances
Bank current account
9,622
5,016
Cash In hand
229
228
9,851
5,244
The cash held at the year end was retained to use for PTA event floats in the new school year. Holding a
small amount of cash enables to PTA to minimise bank fees for cash/coin lodgements and withdrawals.
Other assets
Gift Aid accrued on members, subscriptions at year end
Gift Aid accrued on sponsorship at year end
Groundwork Nl balance of grant due
Easyfundraising donation due
113
559
375
11
1,046
11
Llabllltles
Bank fees
46
Approved by the trustees on 7 November 2024 and signed on their behalf by:
Samantha Martin
Chair
Lorna Featherstone
Treasurer

Klllowen Primary School & Nursery Unlt PTA
Notes to the Statement of Accounts
For the year ended 31 August 2024
Nature and purpose of funds
Unrestricted funds comprise those funds which the trustees are free to use for any purpose in furtherance of
the charitable objects. Unrestricted funds are primarily frorn fundraising activities and members.
subscriptions.
Restricted funds are funds which are to be used in accordance with specific restrictions imposed by the
donor. Restricted income funds are from the receipt of grants or donations. The purposes and uses of these
funds are set out in the note5 to the accounts.
Fundralsln8 actlvltles
Unrestrlrted Restrlcted
2024
2023
Uniforms sales
Autumn competitlon
Christmas Baubles competition
Christmas Fair 2023
Nativity refreshments
School disco entry and tuck
Fireside quiz
Colour Run
Matilda Raffle
Matilda refreshments
Summer Fun Night
Sports Day refreshments
P7 tuck shop
Easyfundraising / Amazon Smile
89
226
89
226
316
20
901
754
1,874
527
878
ioi
5,203
1,874
527
878
ioi
5,203
555
546
4,829
350
71
60
4,281
401
4,281
401
235
235
13,815
13,815
8,402
Cost of fundralslng events
Unrestricted Restrlcted
2024
2023
Competitions and quizzes
Christmas Fair
School disco
Colour Run
Matilda
Summer Fun Night
Refreshments / Tea & coffee supplies
Sumup fees
Miscellaneous
87
601
282
1,923
87
601
282
67
273
1.923
420
1,875
177
20
48
1,679
78
104
1,679
78
104
4,754
4,754
2,880

Killowen Prlmary School & Nursery Unit PTA
Notes to the Statement of Accounts contlnued
For the year ended 31 August 2024
Grants and donatlons
Contributions were made to Killowen Primary School & Nursery Unit in relation to the following costs:
Unrestrlcted Restrlcted
2024
2023
Killowen Prima
Christmas lollies
Shed
School reading books
Goal posts
Eco Club seeds
School equipment
Nursery equipment
Playpark refurblshments
Matilda t-shirts
School & Nurse
Unit donation
77
1,162
2,715
340
58
90
241
1,162
2,715
58
90
241
624
500
485
Grant ex
Nineveh Charitable Trust
Groundwork Nl - Tesco Stronger Starts
enses
3,000
1,500
3,000
1,500
Other donations
Cancer Fund for Children
Northern Ireland's Childrens Hospice
Cool FM Christmas appeal
200
200
450
225
4,806
4,500
9,306
2,361
Operatlonal costs
Unrestrlcted Restrlcted
2024
2023
Bank interest & charges
Postage & stationery
Lottery license
Gifts
132
50
18
132
50
18
78
56
35
50
200
200
219
Related party transactions
There were no transactions with trustees or related parties during the year.
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