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