Charity number: 104250
Friends of St Teresa's (Lurgan)
Annual Report and Unaudited Financial Statements
for the year ended 30" June 2025
----- Start of picture text -----
\ ) Friends of /
Teresas “=” Lurgan
----- End of picture text -----
Friends of St Teresa’s (Lurgan)
Trustees and other information
Trustees
Catherine McEvoy Joanne Smyth Maria Evans
Charity number in Northern Ireland 104250
Principal Address
36 Tarry Lane Lurgan Co. Armagh BT67 9LQ
Independent Examiner
Ciara Rooney, FCA 28 Foxgrove Lurgan Co Armagh BT66 6ND
Friends of St Teresa’s (Lurgan)
Trustees’ Report for the year ended 30" June 2025
The trustees present their Trustees’ Report and the unaudited financial statements for the financial year ended 30" June 2025.
The Trustees' Report contains the information required to be provided in the Trustees’ Annual Report under the Statement of Recommended Practice (SORP) guidelines.
In this report the trustees of Friends of St Teresa’s (Lurgan) present a summary of its purpose, governance, activities, achievements and finances for the financial year ended 30" June 2025.
The charity is a registered charity and hence the report and results are presented ina form which complies with the requirements of the Charities Act (NI) 2013.
Overview of the charity
Friends of St Teresa’s (Lurgan) is a small charity, established in 2015. We are an active PTA which organises social fundraising events for the families and children of the school. We also actively volunteer for the school regularly, such as helping at the school sports day, annual book fair, refreshments for confirmation and first Communion and organising and volunteering at the events held each year to assist with fundraising throughout the school. We will also help with any other events or matters that support the school and the families of the pupils within the school.
Structure, Governance and Management
Friends of St Teresa’s (Lurgan) is an unincorporated association and is governed by a constitution adopted in September 2015.
The charity is run and managed by the trustees with assistance given from other committee members and the wider school community when running events.
The trustees and members meet formally at least once every three months. At each meeting the financial position is reviewed. Spending is discussed and approved. Officers may authorise some expenditure between meetings ensuring that such spending is reported at the next meeting. All payments are made by cheque and must be signed by two of the designated signatories for Friends of St Teresa’s (Lurgan). The meetings also provide a forum to review recent activities and to plan forthcoming events. There is however additional ad hoc meetings convened to plan and prepare for fundraising events.
Public Benefit Statement
The key public benefits of the charity are as follows:
Purpose 1: Improved relationships 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. This purpose does not lead to harm. The benefit is for children at St Teresa’s Primary School Lurgan. 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.
Purpose 2: Advancing the education of pupils 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. This purpose does not lead to harm. The benefit is for children at St Teresa’s Primary School Lurgan. 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.
Review of Activities, Achievements and Performance
Total income for the year was £9,016, this included donations from individuals, donations from EasyFundraising, grants, bank interest received and money raised from fundraising events.
Fundraising events held throughout the school year included a Pumpkin Patch, Christmas Event and Raffle, Glo Disco, Ceili and the end of year Summer Party. Total income from these fundraising activities was £6,259. The costs for running these activities totalled £1,474. The events were well attended and enjoyed by pupils, parents and the wider community.
Total payments made in the year totalled £10,466. £8,645 of this was donations to the school or purchasing gifts for the pupils. The charity was able to donate £5,144 to the school to purchase eight new laptops. Other donations and gifts to the school included a Christmas and Easter gift for each pupil, gifts for the P7 leavers, purchasing football nets and outdoor gamesfor the playground and helping fund the school counsellor.
The results for the financial year are set out in the financial statements.
In the review of the finances and assets of Friends of St Teresa’s (Lurgan), it must be noted that many members and trustees give a great deal of support in kind. Many
purchases are made and paid for by members such as prizes for raffles, snacks for functions and decorative accessories for events and the cost not claimed despite such a claim being perfectly legitimate. Members also give generously of their time in the planning, preparation, and delivery of events and in the business of running the charity without which it would not exist. The Chairperson and Trustees wish to place on record their recognition and gratitude for these contributions.
Results
At the end of the financial year the charity had assets of £3,292 and no liabilities. The net assets of the charity have decreased by £1,450 since 30" June 2024.
Approved by the trustees on 24" September 2025 and signed on their behalf by:
Cotes wne I Cory . Catherine McEvoy T Trustee v
MUM[fie] M £yp~— Maria Evans Trustee
Friends of St Teresa’s (Lurgan)
Independent Examiner’s Report to the Board of Trustees of Friends of St Teresa’s
(Lurgan)
| have examined the financial statements of the charity for the financial year ended 30" June 2025, which comprise the Financial Statements.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of[the][financial][statements][in] accordance with the requirements of the Charities Act (Northern Ireland) 2008. The charity's trustees consider that an audit is not required for this financial year under the Charities Act (Northern Ireland) 2008 and that an independent examination is required.
Itis my responsibility to:-
-
examine the financial statements under section 65 of the Charities Act;
-
- follow the procedures laid down bythe general Directions given by the Charity Commission for Northern Ireland under section 65(9)(b) of the Charities Act; and
-
- state whether particular matters have come to our attention.
Basis of independent examiner's report
| have examined your charity financial statements 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 65(9)(b) of the Charities Act. An examination includes a review of the accounting records kept by the charity and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
In connection with my examination, no matter has come to my attention which gives me cause to believe that in, any material respect: -
-
accounting records were not kept in accordance with section 63 of the Charities Act
-
- the financial statements do not accord with those accounting records
-
the financial statements have not been prepared in accordance with the accounting requirements of the Charities Act
-
there is further information needed for a proper understanding of the accounts to be reached.
Independent examiner's statement
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.
Ciara Rooney, FCA 28 Foxgrove Lurgan Co Armagh BT66 6ND
Date: 24'" September 2025
Friends of St Teresas (Lurgan)
Financial Statements
for the year ended 30th June 2025
----- Start of picture text -----
||||||||
|---|---|---|---|---|---|---|
|Unrestricted|Unrestricted|
|Funds|Funds|
|Receipts|and|Payments Account|2025|2024|
|Receipts|
|Donations|1,033|405|
|Grants|1;717|
|Fundraising|activities|6,259|7,901|
|Bank|interest|7|8|
|Total|receipts|9,016|8,313|
|Payments|
|School|donations|8,645|9,837|
|Fundraising|activities|1,474|2,669|
|Parentkind|subscription|153|140|
|Bank fees|59|57|
|Donations|50|
|Equipment|purchased|84|369|
|Total payments|10,466|13,072|
|Net|receipts/(payments)|for the year|(1,450)|(4,758)|
|Balance|brought forward|at|1|July 2024|4,742|9,500|
|Balance|carried|forward|at 30 June|2025|3,292|4,742|
|Statement|of Assets Assets|and|Liabilities|
|Bank and|Cash|3,292|4,742|
----- End of picture text -----
Statement of Assets Assets and Liabilities
Approved by the Board of Trustees and authorised for issue on 24th September 2025 and signed on its behalf by:
----- Start of picture text -----
Catherine McEvoy } Maria Evans
Trustee Kf Trustee
----- End of picture text -----