Charity number: NIC107792 Holy Family Fundraising Committee Trustees, report and financial statements for the year ended 31 August 2022
Holy Family Fundraising Committee Contents Page Legal and administrative information Trustees report Independent examiners, report Statement of financial activities Balance sheet Notes to the financial statements
Holy Family Fundraising Committee Legal and administrative information Charity number NIC107792 Address Holy Family Primary School Brookmount Street OMAGH Co. Tyrone BT78 5HZ Trustees Deirdre Mullan Catherine McNamee Mairead Catterson Louise Mcardle Sue Robinson Michelle Kelland Catherine McElholm Jackie McKenna Orla Kelly Yvonne Conway Valenlina Ivanova Secretary Mairead Catterson Page
Holy Family Fundraising Committee Report of the trustees for the year ended 31 August 2022 The trustees present their report and the financial statements for the year ended 31 August 2022. The trustees who served during the year are detailed below. Struetureg governance and management Deirdre Mullan Mairead Calterson Catherine McNamee Chairperson Secreiary Treasurer Sue Robinson Catherine McElholm Jackie McKenna Orla Kelly M ichelle Kelland Yvonne Conway Valentina Ivanova Louise Mcardle Objectives and activities Holy Family fundraising Commitlee is an active committee that works to advance the education of the pupils in the school by- Establishing close, effective relationships between staff, parents, local community and others associated with the school; Engaging in social activities and providing facil ities and equipment which support the School in del ivery of curricular and extra-curricular aciivities which would not be available through direct funding. Achievements and performance Our commitiee is made up of a combination of staff from the school and parents. The trltstees are also committee members. The coininittee has worked very hard in this year to provide ta¢1 lities and equipinent which support the school and advance the education of the pupils. At the beginningy of this year the ¢ommitlee were reslricled in their efforts to fundraise because of the on-going COVID 19 situation. However the committee reinained positive and were able to tind new ways of fundraising such as using social media and other online platforms. Our fundraising at the start of the year has been sourced from a variety of events although on a smaller scale. We held the annual Halloween, Christmas and "Name the Teddy" Easter draws. We were also awarded the Asda Foundation funding. I"he committee also availed of fuiiding froim 'Easy Fundrai%ing Then in June 2022. as COVID 19 restrictions were reduced, the committee were able to organise a 'Friday Fun, evening to raise funds for the purchas¢ of much needed interactive whiteboards. This very successful event was held outdoors and pupils from P I-P4 completed one lap of a football pitch and pupils fro1 P5-P7 compleled a "mile run There were also food stalls, a pet farm, ice cream vans, football competitions, a photo booth and live music. This event wa5 greatly supported by the parents, orandparents , local businesses and the local community which the committee 15 very grateful for. As a result, the committee were able to purchase 8 interactive whiteboards. The committee were also able to help with the funding of swimming lessons for pupils, including transport. The publi¢ benefits of our events are demonstrated as the comimiltee engages parental and local community support and works closely in partnership with the school. This results in better connection with teachers, SUPPOrt staff, parents and the local community which in turn provides a more immediate and effective response to the needs of the children and the School as a whole. Local business are acknowledged on social media platforms, school notice boards and thanked for their much appreciated contribution lo the school. The funds raised increases the educational prouress and achievements of the pupils and improvement of the school environmenl. Page 2
Holy Family Fundraising Committee Report of the trustees for the year ended 31 August 2022 Plans for future periods The future plans of the committee include the fitting of a much-needed playtrail at the Senior site and interactive whiteboards for the remaining classes Statement of trustees, responsibilities The trustee5 are responsible for preparing the Trustees, Annual Report and the financial statements in accordance with appl icable law and Uniied Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Law applicable to charities in Northern Ireland requires the trustees to prepare financial staiements for each financial year which give a Irue and fair view of charity and of the incoming resources and application of resources of the charity for thai year. In preparing these financial statements the Irusiees are required to: select suitable accounting policies and then apply them consistently; observe the methods and principles in th¢ Charities SORP; make judgements and estimates that are reasonable and prudent; State whether applicable UK Accoun¢ing Standards have been followed. subject to any material departures disclosed and explained in the financial slalemenis.. and prepare the tinancial statements on the going concern basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any lime the financial position of the charity and enable (hem to ensure that the financial staiements comply with the Charity Act (Northern Ireland) 2008 They also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. The trustees, have had regard to the Commission's Public benefit requirement Statutory guidance. On behalf of the board alrea Mairead Catterson Secretary 24 April 2023 Charity Number.. NIC107792 Brookmount Road Omagh BT78 5HZ Page 3
Holy Family Fundraising Committee Independent examiner's report to the charity trustees of Holy Family Fundraising Committee. I report on the accounts of Holy Family Fundraising Committee for the year ended 31 August 2022 set out on pages 2 to 8. Respeetive responsibilities of charity trustees and examiner As the charity's trust¢es you are responsible for the preparation of the accounts in accordance with the Charities Act (Northern Ireland) 2008. li is my responsibility 10: 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 tor Northern Ireland under seLtion 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. li also included consideration of any unusual iteins 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. Thai 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 account5 to be reached. Independent examiner's statement have completed my examination and have no concerns in respect of the matters ( l ) to (4) listed above and, in connection with following the Directions ot the Charity Commission for Norihern Ireland, I have found no matters that require drawing, to your attention. Caitriona Baxter Chartered Certified Accountant (This undertaking is honorary work and does not constitute public practice) 24 April 2023 Page 4
Holy Family Fundraising Committee Statement of financial activities For the year ended 31 August 2022 Unrestricted funds 2022 Total Notes Income from Charitable activities 24,951 24,951 Total income and endowmtnts 24,951 24,951 Expenditure on Charitable activities Oiher 23,220 193 23,220 193 Total resources expended 23,413 23,413 Net incomel{expenditure) 1,538 1,538 Total funds brought forward 10,676 10,676 Net movement in funds 12,214 12,214 The statement of financial activities includes all gains and losses in the year and therefore a separate statement of total recognise. gains and losses has not been prepared. All of the above amounts relate to continuing activities. The notes on pages 7 to 8 form an integral part of these financial st2tements. Page 5
Holy Family Fundraising Committee Balance sheet as at 31 August 2022 2022 Notes Current assets Cash at bank and in hand 32.222 32,222 Creditors: amounts falling due within one year (20,008) Net current assets 12,214 Net assets 12,214 Funds Unrestricted income funds 12,214 Total funds 12,214 The financial statements were approved by the trustees on 24 Apri12023 and signed on its behalf by Deirdre Mullan Chairperson Catherine McNamee Treasurer The notes on pages 7 to 8 form an integral part of these f5naneial statetnents. Page 6
Holy Family Fundraising Committee Notes to financial statements for the year ended 31 August 2022 Accounting policies The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year. Basis of accountlng The financial scatements are prepared under the historical cost convention and in accordance with the Statement of Recommended Practice 'Accounting and Reporting by Charities, issued in March 2005 (SORP 2005) and the Charities Act ( Northern Ireland) 2008. 1.2. Cashflow The charity has laken advantage of the exemption in FRS I from the requirement to produce a cashflow statement because it is a small charity. 1.3. Resources expended Expenditure is recognised on an accrual basis as a liability is incurred. Exp¢nditure include5 any VAT which cannot be fully recovered, and is reported as part of the expenditure lo which it relates. Costs of generating funds comprise rhe costs associated with attracting voluntary income and the costs of trading for fundraising purposes including the charity's shop. Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for ils beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. Activities for generating funds 2022 Total Halloween events Easter draw'Name rhe Teddy, Christmas draw Easy fundraising Friday Fun Day Asda Community 1,322 200 1,225 310 20,894 1,000 24,951 Page 7
Holy Family Fundraising Committee Notes to financial statements for the year ended 31 August 2022 Costs of charitable activities Aetivities undertaken directly 2022 Total Halloween draw prizes Swimming lessons Friday Fun Day Equipment 375 720 2,245 19,880 375 720 2.245 19,880 23,220 23,220 Other resources expended Unrestricted funds 2022 Total Bank charges 193 193 193 193 Employees No salaries or wages have been paid to the trustees during the year. No expenses have been paid lo the trustees duirng the year. Creditors: amounts falling due within one year 2022 Equipment Bank charges 19,880 128 20,008 Page 8