St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 St Joseph's PFA Carryduff Annual Report and Accounts Year Ended 30th September 2024 st. Josep4. C#Iry￿￿￿ff Registered Charity Number: NIC107768 st Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Contents Page Members of the Board and Professional Advisors Trustees Report Chairpersons, Report Independent Examiners Report to the Trustees Income and Expenditure Account io statement of Assets and Liabilities 12 Notes to the Financial Statements 13 St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Members of the Board and Professional advisors Registered Charlty name st. Joseph's PFA Carryduff Cliarily niiinber NIC107768 Address stjoseph's Parent & Friends Association c/0 st Joseph's Primary School 8 Knockbracken Drive, Carryduff, BT8 8EX Trtistees Hannah McGrath Brenda Clerkin Anne Taylor Bankers Ulster Bank UnitG Westwood Centre Kennedy Way Belfast BTII 9BQ st Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Trustees Report This report relates to the period 01 October 2023 to 30 September 2024. Charitable piii'pose The purpose of the charity is the advancement of education of pupils in Stjoseph's Primary School and Nursery Unit, Carryduff {"the school)" by: al Developing relationships between staff, parents and others associated with the school, bl Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils, and cl Contributing to the wider community, vla school events and activities. The direct benefits which flow from this purpose include the provision of funds to support the school in advancing the education of pupils, as well as improved relationships between staff, parents and others associated with the school. These benefits will be evldenced through the amount of funds raised to improve facilities for the pupils. Monies raised and subsequent donations to the school will be visible on bank statements and annual accounts. No harm is anticipated from this purpose. The beneficiaries of our services are the pupils, staff and parents / guardians of St Joseph's Primary School and Nursery Unit, Carryduff and the local community. No private benefit flows from the purpose of our organisation. Structure, governance and management On 11 June 2021 St Joseph's PFA Carryduff was officially registered as a charity with the Charity Commission for Northern Ireland. The charity is governed by its Constitution, with the most recent version being dated 15 January 2020. The Trustee board has overall responsibility for ensuring they have an appropriate system of controls, f inancial and otherwise. Furthermore, it is responsible for keeping proper accounting records which disclose with reasonable accuracy at any time their financial position. It is also responsible for safeguarding their assets and liabilities and hence taking reasonable steps for the prevention and detection of fraud and other irregularities. 41 Page St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Trustees Report (continued) Ti'iistees of St losei)h's PFA Carrydiiff Trustees are appointed on an annual basis. The following list of Trustees were appointed on 25 April 2024, held office for the full f inancial year and were in place at the date of approval of this report. Name Position Brenda Clerkin Treasurer & Trustee Hannah McGrath Chairperson & Trustee Secretary & Trustee Anne Taylor Objectives and activities The PFA have given consideration to the Charity Commission for Northern Ireland's guidance on public benefit when setting our objectives and activities to ensure our activities reflect the purpose of the charity and provide benefit to our beneficiaries. Review of the charltys, financial performance Overall we had a very successful year of fundraising with a net income raised of £4,457.09, This was a slight decrease of £975.22 from the prior year. The decrease is mostly attributed to not running the quiz this year (due to low turnout last year), and no donations from Amazon Smile (which is no longer running for charities). However, we did host a number of other events, such as a movie day, the clothes collection, uniform sales, end of term mad hair day and ice cream events, and of course our ever- popular Spring and Summer discos. We did not run any new eventsthis year in comparison to lastyear. One reason for this is the limited resources we have with our PFA volunteers. Also, this year we have been very grateful to receive donations of £60 from parents/guardians/friends of the School. We very much appreciate these kind donations. Duringthe academic year {April 20241 a donation of £5,350 was made to St. Joseph's School which related to fundraising activities for the 2022/23 year (for the 2021122 year the donation was £2,700). th For 2023124, no in-year donation was made but at the AGM held on 19 November 2024, a donation of £4,400 was made to the School. This essentially represents a pass-through of all funds raised during the year, whilst retaining a bank float of just over £1,000 (£1,033.33) going into 2024125, in line with the agreed strategy of previous years. St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Trustees Report (continued) On behalf of St Joseph's PFA Carryduff Hannah McGrath Chairperson 28 March 2025 Brenda Clerkin Treasurer 28 March 2025 St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Chairpersons, report What a year 2023-2024 was for the St. Joseph's PFA and the school community. The events held were notonly a hitwith everyone but also played a huge role in supporting ourfundraising efforts for the school. Throughout the year, we organised a fantastic line-up of events: the Christmas card design project, Christmas Cracker Day, Charity Clothes Collection, Spring Disco, Easter Activity Week, Mad Hair Day, Summer Disco, and Ice-cream Treat Dayl Each event brought a new wave of fun and community spirit, and we couldn't have done it without the energy and enthusiasm of everyone involved, A cornerstone of our PFA work is giving back to the school community, and we're continuing that mission through our uniform recycling scheme. It's a win-win.. reducing waste while helping families access affordable, nearly-new uniforms. Our uniform sta115 throughoutthe year offer parents and carers a chance to pick up extra supplies or donate outgrown items. These stalls are always a hit, and we're excited to continue them in the 2024-2025 school year. Look out for dates on our PFA calendarl Speaking of the PFA calendar, itwas such a success the last couples of years thatwe're keeping it for 2024- 20251 We got great feedback, and we're thrilled to keep this as a regular feature to keep everyone in the loop, however keep an eye out for any updates on the calendar throughout the year. A massive THANK YOU goes out to all the parents, carers, staff and students who supported us last year. Your participation truly made all the difference, and we couldn't have done it without you. A BIG Thank you to Brackenvale Eurospar, McDonald's Saintfield road and The Odyssey Trust for their support. Looking ahead to the 2024-2025 school year, we're excited to continue our yearly events and offer new events where possible. We're readyfor anotherfull year of fun and fundraisingl We're particularly excited and eager to welcome new faces Into the PFA . If you've been thinking about getting involved, this is the year to join usl We're always looking for fresh ideas and extra hands, and we hope to see new members at our AGM on 19th November 2024. Our event5 and success are built on teamwork, and we're incredik)ly grateful for all the help we receive. Whether you're offering your time, sharing ideas, or lending a hand at events, it makes a world of difference. Our meetings are held face-to-face, with no more than four per year, and we're always in touch through the PFA WhatsApp group. We hope to see even more of you getting involvedl A huge thank you to the entire PFA team and our dedicated volunteers-you make everything possible. This year will be the last year for some of our members, as their children move on to Secondary school and to those members, I want to express my gratitude for all you have done. 71 Page St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Chairpersons, report (continued) We're also thrilled to welcome Mr. Mcmahon as the new Principal for St. Josephs Primary. We look forward to the future working alongside you as we continue to grow and develop. A humongous thank you to all the staff at St. Joseph's for their ongoing help and support; we simply couldn't run many of these events without you. We're all set for another incredible year ahead in 2024-2025, where through our fundraising efforts, our aim this year is to support the school with the funds to help. Provide outdoor play equipment, and Update ICT equipment and I can't wait to see what's in storel Thank you everyone for your continued support, and levs make this year even more exciting than the lastl Hannah McGrath Chairperson 28 March 2025 81 Page St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Independent Examiner's Report to the Board ofTrustees of St Joseph's PFA Carrydiiff for the Year Ended 30 September 2024 Respective responsibilities of cliarity 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. Basis of Independent Examiiier's i'eport I have examined your charity accounts as required under section 65 of the Charities Act and mv examination was carried out in accordance with the general Directions given by the Charity Commission for Northern Ireland under section 65{9llbl 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: 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. liidependent Examiner's statement I have completed my examination and have no concerns in respect of the matters11) to {41 listed above and, in connection with following the directions of the Charity Commission for Northern Ireland, I have found no matter tha equire drawing to your attention. Nam ÈVA￿& CL/¥ Relevant professional qualification or body: c ￿￿T£1￿¢s N¢c£) i([L4￿c5 Address: 11 rjbts MhhJ5< Date: 9 HALCH st Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Income and Expenditure Account for the Year Ended 30tlI Sept 2024 2023 Openlng bank balance of l October 6,384.53 3,709.18 Fuiidi"aisiiig Activities liicoine Halloween movie Christmas cards Christmas activities Quiz Spring disco Easter activities Clothes collection Mad hair day Ice cream Amazon Smile Uniform sales Donations The Giving Machine Summer disco Total Income from fundralslng actlvltles 879.00 1,939.00 419.24 792.80 1,785.00 265.96 475.30 1,835.88 573.94 341.75 400.00 490.90 118.55 105.26 55.00 17.52 1,632.65 8,890.51 1,606.57 669.69 291.00 228.00 404.83 222.26 60.00 1,464.36 8,183.95 Expendlture Halloween movie Christmas cards Christmas activities Quiz Spring disco Easter activities Ice cream Summer disco Total expendlture from fundraising activities 322.69 1,442.00 322.22 1,247.40 60,00 739.02 90.00 333.90 634.42 84.24 348.30 895.21 665.66 3,726.86 3,458.20 Net income from fundraising activities 4,457.09 5,432.31 ,Ige st Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Income and Expenditure Account for the Year Elided 30tlI Sept (continued) 2024 2023 Expenditure in the form of donatlons Stjoseph's Primary School- Dec 2022 StJoseph's Primary School- April 2024 Other Expenditure Bank Fees Total Expendlture 2,700.00 5,350.00 58.29 56.96 5,408.29 2,756.96 Net movement In funds {951.20) 2,675.35 Closlng bank balance as at 30 September 5,433.33 6,384.53 St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Statement of Assets and Liabilities as at 30th Sept 2024 2023 Current Assets Bank Fund balances {unrestrlcted) 5,433.33 5,433.33 6,384.53 6,384.53 Hannah McGrath Chairperson 28 March 2025 Brenda Clerkin Treasurer 28 March 2025 12 | Pcige St Joseph's PFA Carryduff NIC 107768 Annual Report & Accounts 30 September 2024 Notes to the financial statements Basis of preparation The financial statements have been prepared on a receipts and payments basis and in accordance with the Charities SORP applicable to charities preparing their accounts in accordance with the provisions of FRS 102. There were no rnaterial departures from that standard. 131 Page