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2025-08-30-annual-report

Classification: Public

Trustees Report 2024-2025

This report relates to Carnalridge Primary School PTA:

Carnalridge Primary School

135 Atlantic Road

Portrush

BT56 8PB

NIC number: 105346

Trustees

Chair - Kathryn Taylor

Secretary – Katie Gibson

Assistant Secretary – Cheryl Lyons

Treasurer Joanne Crawley

Assistant Treasurer - Sarah Huston

Committee Members

Jade Thorne Catherine McCaughey Jennifer Sweet Rebecca Dallas Gina Hamill Jim Campbell Kym Rabone Mark Smyth Jayne Reid Miranda Rosiland Overend Shannen Maher Laura Magee Alan Beattie

Constitution

The PTA is governed by its constitution. We have adopted the model constitution provided by Parentkind.

All committee members must be appointed at the PTA Annual General Meeting (AGM)

Purposes

The purpose of Carnalridge PTA is to advance the education of pupils in the school in particular by:

• developing effective relationships between staff, parents and other associated with the school

• engaging in activities or providing facilities or equipment which support he school and advance the education of the pupils.

Public Benefit

Purpose 1 : Improved relationships between home and school. The benefit which flows from the purpose includes funding from additional resources for the school and links built with the local

Classification: Public

community. This benefit is demonstrated through having an active PTA that works in partnership with the school and engages parental support.

Purpose 2: Advancing the education of pupils at 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 benefit is demonstrated through pupils having access to resources, events, activities and links with the local community which are not available through direct school funding.

Is there any harm arising from any of the purposes? No harm arises for either purpose

Who are the charity’s beneficiaries? The benefit is for the children at Carnalridge Primary School.

Is there any private benefit flowing from any of the purposes? Is it incidental and necessary?

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.

Main Activities for Fundraising – Contained in Treasurers report/ Accounts

PTA Treasurer’s Report Summary

Reporting Period: 6th September 2024 – 17th September 2025

Opening Balance

Income

The PTA raised a total of £13,256.23 during the year through a range of fundraising

activities, donations, and parent contributions. Key sources included:

shop, coin wars, and discos

Expenditure

The total expenditure for the year was £2,705.71, covering:

Classification: Public

£780.00)

ParentMail)

Closing Balance

£16,522.11 (as of 17th September 2025)

Financial Overview

Item Amount (£)

Opening Balance 5,971.59

Total Income 13,256.23

Total Expenditure -2,705.71

Closing Balance 16,522.11

Notes:

-The PTA maintained healthy financial growth this year, increasing the balance by

£10,550.52.

benefit pupils. Special thanks to all parents, staff, and donors who supported events and

contributed throughout the year.

Conclusion

In setting our objectives and planning our activities for the year, the trustees have given careful consideration to the Charity Commission for Northern Ireland’s guidance on public benefit to ensure that the activities have helped to achieve the charity’s purposes and provide a benefit to the beneficiaries.

We confirm that we have no assets or liabilities and therefore have not submitted a statement of Assets and Liabilities in line with guidance.

Signed:

Kathryn Taylor, Joanne Crawley & Katie Gibson