St Joseph's PFA Carryduff NIC 107768
°
Annual Report & Accounts 30 September 2025
St Joseph’s, PFA Carryduff Annual Report and Accounts
Year Ended
30°" September 2025
==> picture [58 x 29] intentionally omitted <==
----- Start of picture text -----
OSeEpZ >
Carryduff
----- End of picture text -----
Registered Charity Number: NIC107768
1|Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Contents
Page
| Members ofthe Board and Professional Advisors | 3 | |
|---|---|---|
| Trustees Report | 4 | |
| Chairpersons’ Report | 7 | |
| Independent Examiners Report to the Trustees | 9 | |
| Income and Expenditure Account | 10 | |
| Statement ofAssets and Liabilities | 12 | |
| NotestotheFinancialStatements | 13 |
2|Page
St Joseph's PFA Carryduff . NIC 107768
Annual Report & Accounts 30 September 2025
.
Members ofthe Board and Professional advisors
,
| Registered Charity name : St. Joseph’s PFA Carryduff ; . Charity number NIC107768 Address St Joseph’s Parent & Friends Association C/O St Joseph's Primary School © 8 Knockbracken Drive, . Lo Carryduff, BT8 8EX ; ‘Trustees an Hannah McGrath . Brenda Clerkin ; Taylor Bankers . Ulster Bank . Unit G : Westwood Centre Kennedy Way : Belfast BT11 9BQ ;
- Address
Anne Taylor
==> picture [1 x 2] intentionally omitted <==
----- Start of picture text -----
:
----- End of picture text -----
—
)
an
3|Page
Annual Report & Accounts 30 September 2025
St Joseph's PFA Carryduff NIC 107768
.
|
I |
==> picture [2 x 2] intentionally omitted <==
----- Start of picture text -----
)
----- End of picture text -----
‘Trustees Report
|
==> picture [324 x 13] intentionally omitted <==
| Charitable purpose | ae The purpose of the charityisthe advancement of education of pupils in St Joseph's Primary School and Nursery Unit, Carryduff (“the school)” by: a) Developing relationships between staff, parents and others associated with the school, b) Engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils, and . .
.
c) Contributing to the wider community, via 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, aswell as improved relationships between staff, parents and others associated with the school. .
These benefits will be evidenced 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.
. Noharmis 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, financial 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 fiabllities and hence taking reasonable steps for the prevention and " detection of fraud and other irregularities. .
. . 4|Page
.
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Trustees Report (continued)
Trustees of St Joseph’s PFA Carryduff
Trustees are appointed on an annual basis. The following Trustees were appointed on 20 November 2024, held office for the full financial year and were in place at the date of approval of this report.
.
==> picture [260 x 83] intentionally omitted <==
----- Start of picture text -----
||||||
|---|---|---|---|---|
|a|
|Brenda|Clerkin|
|Hannah|McGrath|Chairperson|&|Trustee|
|Anne|Taylor|Secretary &|Trustee|
----- End of picture text -----
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 charitys’ financial performance
Overall, we had a highly successful year of fundraising, achieving a net income of £5,692.80 — an increase of £1,235.71 compared to the previous year. This growth was primarily driven by the introduction of the quiz event, which proved to be a great success and had not been held in the prior year. We also benefited from a new income stream through the Asda Cashpot, which contributed over £100.
Our regular fundraising activities continued to perform well, including the Halloween movie day, clothes collection, uniform sales, end-of-term Mad Hair Day, ice cream events, and our ever-popular Spring and Summer discos.
During the academic year (December 2024), we made a £4,400 donation to St. Joseph’s School, reflecting funds raised from 2023/24 activities (by comparison, the donation for 2022/23 was £5,350). This represents a near full distribution of funds raised during the year, while maintaining a bank float of just over £1,000 (£1,033.33) going into 2024/25, consistent with the approach adopted in previous years.
No donation was made during the 2024/25 academic year. The trustees intend to seek members’ approval at the AGM for a donation to the School for this academic year..
Towards the end of the year, we also registered with JustGiving, which will enable the School community to make donations online and allow us to claim Gift Aid. We plan to begin using this platform during 2025/26.
5|Page
St Joseph's PFA Carryduff NIC 107768.
Annual Report & Accounts 30 September 2025
Trustees Report (continued)
On behalf of St Joseph’s PFA Carryduff
==> picture [3 x 7] intentionally omitted <==
----- Start of picture text -----
)
----- End of picture text -----
Hannah McGrath Chairperson 04 November 2025
Brenda Clerkin Treasurer 04 November 2025
6|Page
|
, Annual Report & Accounts 30 September 2025
St Joseph's PFA Carryduff NIC 107768
; ,
“|
;
) Chairpersons’ report
Celebrating an Unforgettable 2024-2025 and Looking Ahead to 2025-2026.
|
, .
What an incredible year 2024-2025 has been for the St. Joseph’s PFA and our entire school community!
Our calendar was packed with incredible events that not only broughit joy and Jaughter to everyone involved but also playeda vital role in raising essential funds to support our school. -
From the Halloween Movie Day to the creativity of the Christmas Card Design Project, and the festive fun of Christmas Cracker Day. We also held a Charity Clothes Collection, Spring Disco, Quiz Night, Easter Activity Week, Mad Hair Day, Summer Disco, and topped it all off with the much-loved Ice-Cream Treat Day! Every occasion was filled with energy and enthusiasm, all thanks to YOU, our amazing parents, carers, staff, and of course students.
,
Giving back to the school community remains at the heart of our mission. This year, we expanded our Uniform Recycling Scheme to include a Christmas Jumper and Coat Swap, creating a sustainable and affordable way for families to access nearly new clothing. Our successful stalls gave families a chance to - donate outgrown items and pick up essentials, a win-win for families and the environment. Keep an eye out for these stalls on our 2025-2026 PFA calendar!
.
Speaking ofwhich, our PFA calendar and running total meter was a huge hit, keeping everyone informed and connected while tracking our fundraising progress. We’re thrilled to continue this as a regular feature and will keep you posted on exciting updates throughout the year.
We’d also like to extend a special shoutout to our generous local supporters: McDonald's Saintfield Road, Eight South, Lidl, Angel Nails, Bronagh Mills Art, Cuts by Clio, -Tesco Newtownbreda, E&B Pet Sitting, Funtastic, Tranquillity Therapies, Toasted, Carryduff Pharmacy, Café Nero, Steamvale, Pizza Crew, Jolly Fryer, Nigel Hall Trailer Skip Hire, and The Odyssey Trust, thank you for your invaluable support! ue
Looking ahead to 2025-2026, we’re buzzing with excitement to bring you all the favourites plus some brand new events. We’re also thrilled to support the introduction of ParentPay, which will make managing $chool payments easier than ever. . We warmly invite new faces to join the PFA, whether you’re bursting with fresh ideas or simply want to - ahead.lend a hand, we'd love to have you! It’s a fantastic opportunity to get involved and help shape the , year
Our success Is built on teamwork and community spirit. Whether you contribute your time, ideas, or Just your enthusiasm, every bit counts. We hold four face-to-face meetings a year, complemented by our lively WhatsApp group, making it easy to stay connected and involved. oe,
,
,
) | |
| |
7|[Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Chairpersons’ report (continued)
Finally, a huge thank you from me to the incredible PFA team, your passion and commitment make everything possible. As | step down this year with my youngest moving on to secondary school, | want to express my deepest gratitude to every member, past and present. It’s a bittersweet moment, but I’m confident the PFA will continue to thrive with the fantastic team in place.
The PFA is all set for another extraordinary year in 2025-2026.
Through our fundraising, our goal is to support the school in providing:
-
=» Anew sensory room, and
-
= An update to IT equipment
As | prepare to say goodbye, write my last chair report and the ending of a 10 year journey with the PFA, | want to express that it has been a true pleasure to be part of this community. It’s been an amazing journey, and I’m so grateful for the memories we’ve shared. Wishing you all continued success, here’s to new beginnings and an unforgettable 2025-2026 for all of us!
li C fcAh Hannah McGrath Chairperson 04 November 2025
8| Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Independent Examiner’s Report to the Board of Trustees of St Joseph’s PFA Carryduff for the Year Ended 30 September 2025
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
| 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:
-
That accounting records were not kept in accordance with section 63 of the Charities Act;
-
That the accounts do not accord with those accounting records;
-
That the accounts do not comply with the accounting requirements of the Charities Act;
-
That there is further information needed for a proper understanding of the accounts to be reached.
Independent Examiner’s statement
| 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, | have oh matters thatrequire drawing to your attention.
ssisinin CARC™H Cy ANS Relevant professional qualification or body: fcr
Date: L N. Mm ns
9|Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Income and Expenditure Account for the Year Ended 30 Sept
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| Opening bank balance of 1 October | 5,433.33 | 6,384.53 |
| FundraisingActivities | ||
| Income | ||
| Halloween movie | 851.51 | 879.00 |
| Christmas cards | 1,464.00 | 1,939.00 |
| Christmas activities | 340.40 | 419.24 |
| Quiz | 1,458.00 | - |
| Spring disco | 1,828.40 | 1,606.57 |
| Easter activities | 387.82 | 669.69 |
| Clothes collection | 183.00 | 291.00 |
| Mad hairday | 361.15 | 228.00 |
| Ice cream | 203.75 | 404.83 |
| Just giving | 20.29 | - |
| Uniform sales | 94.23 | 222.26 |
| Donations | - | 60.00 |
| Asda Cashpot | 106.64 | - |
| Summer disco | 1,873.54 | 1,464.36 |
| Total income from fundraising activities | 9,172.73 | 8,183.95 |
| Expenditure | ||
| Halloween movie | 323,12 | 322.69 |
| Christmas cards | 1,081.50 | 1,442.00 |
| Quiz | 80.00 | - |
| Spring disco | 736.50 | 634.42 |
| Easter activities | 242.80 | 84.24 |
| Ice cream | 142.94 | 348.30 |
| Summer disco | 858.23 | 895.21 |
| Leavers mass (P7) | 14.84 | - |
| Totalexpenditurefromfundraising activities | —«3,479.93s—i“‘<‘<«C*«SW TC | |
| Netincomefromfundraisingactivities | 5,692.80 | 4,457.09 |
10|Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Income and Expenditure Account for the Year Ended 30% Sept (continued)
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| Expenditure in the form ofdonations | ||
| StJoseph’s Primary School—April 2024 | ||
| StJoseph’s Primary School—December 2024 | 4,400.00 | 5,350.00 |
| Other Expenditure : |
||
| Bank Fees | 52.28 | 58.29 |
| Total Expenditure | 4,452.28 | 5,408.29 |
| Netmovement infunds | (1,240.52) | (951.20) |
| Closingbankbalanceasat30September | 6,673.85 | 5,433.33 |
11| Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
Statement of Assets and Liabilities as at 30" Sept
| 2025 | 2024 | |
|---|---|---|
| £ | £ | |
| ‘Current Assets | ||
| Bank | 6,673.85 | 5,433.33 |
| Fundbalances(unrestricted) | 6,673.85 | 5,433.33 |
Wiccan Hannah McGrath Chairperson 04 November 2025
Cropce __Cluelan Brenda Clerkin Treasurer 04 November 2025
12 |Page
St Joseph's PFA Carryduff NIC 107768
Annual Report & Accounts 30 September 2025
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 material departures from that standard.
13 | Page