Inchmarlo Parents’ Association Trustees’ Annual Report Year ended 31 August 2020 Trustees’ Report 2020 30 June 2021 2 ## Table of Contents |||Page| |---|---|---| |1) Overview|3|| |2)Summary of the charity’s main activities|5|| |3) Review of the Financial Position at 31 August 2020|7|| |4) Financial report|8|| |5) Confirmation|9|| |6) Independent examiner’s report to the charity trustees of the||| |Inchmarlo Parents’ Association|10|| Trustees’ Report 2020 30 June 2021 3 ## **1. Overview of information required by Charities Commission NI:** ||| |---|---| |NIC number|NIC106037| |Address|Inchmarlo Preparatory School, Cranmore Park, Belfast, BT9
6JR| |The names of:
- all charity trustees on the
date the report was
approved and
All individuals who served
as charity trustees during
the year ended 31 August
2019.|
Selina Forrester;
Nuala Murphy;
Simon Hall;
Sarah Clerkin ;
Stephanie Cowie;
Simon Hall;
Dani Maxwell;
Diane Weatherup;
Nuala Murphy;
Sarah McClean;
Selina Forrester;
Stephen Whalley;| |Constitution|Registered under Constitution on. 09/03/17| |Purposes of the charity|The purpose of the Inchmarlo Parents’ Association (“IPA”) is to
advance the education of pupils at Inchmarlo School (“the
School”) in particular by: developing effective relationships
between the staff, parents and others associated with the
school; Engaging in activities or providing facilities or
equipment which support the school and advance the
education of thepupils(“the Purposes”).| |Public benefit|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 IPA
that works in partnership with the school and engages parental
support.
Purpose 2: Advancing the education of pupils in the school
The benefit which flows from this purpose includes increased
educationalprogress and fulfilment ofpupils in the school.| Trustees’ Report 2020 30 June 2021 4 |What the charity does|The IPA is a dedicated group of parents who are passionate
about providing opportunities for the pupils at the school that
enhance and extend their primary school experience. The IPA
does this by organising and running a rich and varied calendar
of events and projects to encourage participation and
involvement from all in the Inchmarlo Community alongside
fundraising.
The IPA develops and maintains close working relationships
with the Headmaster, staff and the pupils’ School Council in
Inchmarlo. The ensures needs are identified and any relevant
support for the school is embedded in all our activities.
The IPA actively promotes a vibrant community spirit at
Inchmarlo and throughout the wider community including
partnerships with our parent school RBAI, Victoria College,
local charities and local businesses.
The IPA holds an Annual General Meeting to elect the IPA
Committee, present its accounts and report its successes.
The IPA meets regularly during the term time, to organise
events and projects. Each IPA event or project has a small
working team and Team Leader which focuses Members to be
involved where their interest, expertise and time allows.
The IPA encourages the pupils and parents to work for others
through charity events that promote understanding, building
compassion and self-efficacy for the pupils as well as raising
funds for the charities.
The IPA develops projects which extent our reach into the
business community, gaining incredible support for the school
as well as providing longer term significant funds.
Finally the IPA actively supports general school events
providing volunteers on sports day, book fairs, school open
days and concerts.| |---|---| Trustees’ Report 2020 5 30 June 2021 ## **Summary of the charity’s main activities** The charity has raised income from a number of fundraising events during the year; this was unfortunately curtailed due to the impact from the Covid-19 pandemic. - The Halloween event in collaboration with Victoria College Friends of Prep, the proceeds of which are split across the 2 schools; - The annual Inchmarlo calendar; - School branded merchandise; The focus of the current year has been to continue to raise funds where possible, but to also have a focus on spending on projects and investing in the school. Trustees’ Report 2020 30 June 2021 6 ## **2. Financial report** The Trustees hold unrestricted charitable funds of £22,558, up by around £2,000 from the previous year-end of £24,659. This decrease was mainly due to the restrictions on fundraising activities due to the Covid-19 pandamic, while the IPA continued to support charitable spending on the school. The charity has no debts or borrowings. The main fundraising activity was the annual calendar, which raised around £3,400. A breakdown of charitable spending over the year is a follows. ## **Charitable spending** ||£| |---|---| |Diaries|368| |Stage lighting|1,903| |Santa/gifts/books|220| |Year books|613| |Library furniture|1,514| |Librarybooks|751| ||**5,369**| Trustees’ Report 2020 7 30 June 2021 |**CC16a**
**Receipts andpayments accounts**
**For the period**
**from**
**01-Sep-18**
**To**
**31-Aug-19**
**Inchmarlo Parent's Association**
**NIC106037**
~~==~~|**CC16a**
**Receipts andpayments accounts**
**For the period**
**from**
**01-Sep-18**
**To**
**31-Aug-19**
**Inchmarlo Parent's Association**
**NIC106037**
~~==~~| |---|---| |**Section A Receipts and payments**|| ||**Unrestricted**
**funds**
**Restricted funds**
**Endowment**
**funds**
**Total funds**
**Last year**| ||**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**
**to the nearest £**| |**A1 Receipts**
Fundraisingactivities
**6,963**
**6,963**
**26,606**
Other income
**299**
**299**
**220**
**_Sub total_** _(Gross income for AR)_
**7,262**
**7,262**
**26,826**
~~|~~|| |**A2 Asset and investment sales, (see**
**table).**
**_Sub total_**
**_Total receipts_**
**7,262**
**7,262**
**26,826**
**A3 Payments**
Cost of fundraising
**(2,769)**
**(2,769)**
**(13,459)**
Charitablepayments
**(5,708)**
**(5,708)**
**(8,572)**
Other costs incl fees and subscriptions etc
**(561)**
**(561)**
**(829)**
Profit share with Victoria Parent's Association
**(325)**
**(325)**
**(1,900)**
**_Sub total_**
**(9,363)**
**(9,363)**
**(24,760)**
**A4 Asset and investment purchases,**
**(see table)**
**_Sub total_**
**_Totalpayments_**
**(9,363)**
**(9,363)**
**(24,760)**
**_Net of receipts/(payments)_**
**(2,101)**
**(2,101)**
**2,066**
**A5 Transfers between funds**
**A6 Cash funds lastyear end**
**24,659**
**24,659**
**22,593**
**_Cash funds thisyear end_**
**22,558**
**22,558**
**24,659**
~~SSS 55555~~
~~SSS~~
~~SS =~~
~~SSS~~
~~555~~
~~== ===~~|| |**Section B Statement of assets and liabilities at the end of the period**|| ||**Unrestricted**
**Restricted funds**
**Endowment**| |**Categories**|**funds**
**funds**
**Details**| |**to nearest £**
**to nearest £**
**to nearest £**
**20,796**
**-**
**-**
**1,762**
**-**
**-**
**-**
**-**
**22,558**
**-**
**-**
**B1 Cash funds**
Bank current account
Cash in hand
Uncashed cheques
**_Total cash funds_**
~~——~~|| ||(agree balances w ith receipts and payments| ||OK
OK
OK
account(s))| ||**Unrestricted**
**Restricted funds**
**Endowment**| ||**funds**
**funds**| ||**to nearest £**
**to nearest £**
**to nearest £**
**Details**| |**964**
**-**
**-**
**1,192**
**-**
**-**
**B2 Other monetary assets**
Stock
Gift Aid, sales from merchandise,
sponsorship
~~|~~
~~| |~~|| ||**Fund to which**
**Amount due**
**When due**| ||**liability relates**
**(optional)**
**(optional)**
~~**Details**~~| |**B5 Liabilities**|**(170)**
**-**
Invoices not yet paid, reimbursements due| Trustees’ Report 2020 30 June 2021 8 ## **3. Confirmation** **Selina Forrester (Chair):** **Simon Hall (Treasurer):** **30 June 2020** Trustees’ Report 2020 30 June 2021 9 ## **Independent examiner’s report to the charity trustees of the Inchmarlo Parents’ Association** I report on the accounts of the Trust for the year ended 31 August 2020. ## **Respective responsibilities of charity 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 65(9)(b) of the Charities Act - state whether particular matters have come to my attention. ## **Basis of independent examiner’s 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 65(9)(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 material matters have come to my attention giving me cause to believe: 1. 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 Trustees’ Report 2020 30 June 2021 10 4. That there is further information needed for a proper understanding of the accounts to be reached. ## **Independent examiner’s statement** I have completed my examination and have no concerns in respect of the matters (1) to (4) 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. f. Loe Name: Claire Moore FCA Chartered Accountants Ireland Address: 77 Clare heights Ballyclare BT39 9SB Date: 29 June 2021