Charity number: NIC107792 Holy Family Fundraising Committee Trustees, report and financial statements for the year ended 31 August 2024
Holy Family Fundraising Committee Contents Page Legal and administrative infOrntIon Trustees report Independent examiners, report Stst¢ment of financial activities Balance sheet Notes to the flnancial statements 8-10
Holy Family Fundraising Committee Legal and administrative information Charity number NIC107792 Address Holy Family Primary School Brookn]ount Street OMAGH Co. Tyrone BT78 5HZ Trustee$ Sinead Mcmahon Grainne McElduff Emma Mccann Catherine McNamee Catherine McEiholm Louise Mcardle Sue Robinson Jackie McKenna Pauline Conway Mark McAleer Keie Grugan 30th June 2024 Secretary Emma Mccann Page I
Holy Family Fundraising Committee Report of the trustees for the year ended 31 August 2024 The trustees present their report and the fmarjcial statements for the year ended 31 August 2024. The trustees who served during the year are detailed below. Structure• governance and management Sinead Mcmahon Grainne McElduff Emma Mccann Catherine McNamee Catherine McElholm Chairy)erson Vice Chairperson Secretary Treasurer Vi¢¢ Treasurer Sue Robinson Jackie McKenna Louise Mcardle Pauline Conway Mark M¢Aleer Keie Grugan resigned 30 June 2024 Catherine McEEthill Cornmittee Member Objectives and activities Holy Family Fundralsing Committee 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 facililies and equipment which support the school in delivery of curricular and extra-curricular activities which would not be available through direct funding. Achievements and performance Page 2
Hoty Family Fundraising Committee Report of the trustees for the year ended 31 August 2024 Our school committee is made up of a combination of school staff and parents. TILe Trustees are also committee members. The committee continues to strive to provid¢ essential facilsties and ¢quiptnent which support the school and advance the education of the pupils. The importanre of ongoing fmancial support which enables teaching staff to ensure pupil's educational & holistic needs ale met is vital. The committee ar¢ mindful of the impact of th¢ cost of living on families and local businesses,, without their support it would not be possible to ensure pupils are afforded every opportunity to achieve their full potential. This year's fundraising was supported by the annual Christmas Fayre with the addition this year of a buying pre-loved sports gear and games for the children. In our quest to explore new fundraising options, we hosted a Bingo evening in St Joseph's Hall and with the kind donation of a Teeth Whitening Set from one of our parents, a bonus Ball raffle proved very successthl. Unifornl Free Fridays continue to be most popular with parents & kids alike in the l&st tern of school. The Easy Fundraising" App, continues to provide some revenue, cost free through the raising of funds through e-commerce. We were honoured to receive a generous boost from SaThtandeVs "Just Fundraising programrne. which matched a percentage Committee fimdraising. Our now annual end of year, Summer Fun Night, brings all those in our community together, from our youngest Reception Class pupils to our oldest pupils leaving to commence their Secondary. The Committee have been able to pay for all the Whiteboards. In this ever developing digital age it is vital to have access to modern technology. Upgraded technology, such as new whiteboards and software, supports teachers in the classroom, allowing them to connect with students more efficiently and work more effectively. With these advancements, students can engage in interactive learning, completing online assignments, reducing paper clurter and enabling real-time progress tracking. We have also been able to continue our commitment to ensuring swimming lessons for Year 6 pupils and transport tolfrom sporting events throughout the year. The Senior site pupils have also benefited from upgraded indoor sports equipmenl, vital resources with our unpredictable weather. Beyond academic benefits, extracurricular activities are essential for students, emotional and social development. They offer a break from academic pressures and provide opportunities to develop friendships and social skills. Fundraising within the school comrnunity has become more than raising money. It has developed into a crucial role in keeping school pride alive and numring connections within the school & wider cornmunity. It has brought iogether students, teachers, parents, and local community members, ¢reating a sense of unity and shared pu05¢. Our events are providing an environment where everyone feels they are contributing to the school's success, which boos15 collective pride and a sense of belonging. These events have becom¢ important opportunities for positive interactions and buxlding stronger relationships within the school community and raising much needed funds for our pupils. Plans for future periods The future fundraising plans of the con]mittee are to support the school to replace & update academic resources and training for staff, Play resources for the Junior Site and the ongoing commitment to swinuning lessons and transport tolfrom sporting events and other school trip's. Our Junior Site pupils love being outdoors - weather does not deter their adventurous nature in learning through nature. The saying "Dity children are happy childrenltl requires puddle suits to ensure they remain warni & dry for the rest of the day. These will be replaced by future fundraising. Page 3
Holy Family Fundraising Committee Report of the trustees for the year ended 31 August 2024 Statement of trustees, responsibilities The trustees are responsible for preparing the Trustees, Annual Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Law applicable to charities in Northern Ireland requires the trustees to prepare fll)ancial statements for each fmancial year which give a true and fair view of charity and of the incoming resources and application of resources of the charity for that year. In pr¢paring th¢s¢ fmancial statements the trust¢¢s ar¢ i¢quir¢d to: select suitable accounting policies and then apply them consistently. observe the method5 and principles in the Charities SORI>; make judgements and estimates that are reasonable and pNdenL state whether applicable UK Accounting Standards have been followed, subject to any rnaterial departures disclosed and explained in the financial statements; and prepare the finanoial 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 time the financial position of the charity and enable them to ensure that the financial statement5 comply with the Charity Act (Northern Ireland) 2008 They also responsible for safeguarding the &ssets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and oiher iegular1ties. The trustees, have had regard to the Commission's Public benefit requirement statutory guidance. On behalf of the board Emma Mccann Secretary 20 June 2025 Charity Number: NIC107792 Brooknlount Road Omagh BT78 5HZ Page 4
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 2024 Set out on pages 2 to 10. Respective responsibilitAes of charity trustees and examiner As the charitys trustees you are responsible for th¢ pr¢paration of the accounts in accordanro with the Charities Act (North¢rn 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 examtnation was carried out in accordance with the general Directions given by the Charity Commission for Northern Ireland under section 65(9Xb) of the Charities Act. My examination included a review of the accounting records k¢pt by the charity and a comparison of the accounts presented with those records. It also included ¢onsid¢ration 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 15 fijrther infonnation 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 ( l ) to (4) listed above and, in connection with following the Directions of the Charity Conllnission for Northern Ireland, I have found no matters that require drawing to your attention. ai iona axter Chartered Certified Accountant (This undertaking is honorary work and does not constitute public practice) 20 June 2025 Page 5
Holy Family Fundraising Com]nittee Statement of financial activities For the year ended 31 August 2024 Unrestricted funds 2024 Total 2023 Total Notes Income from Charitable activities 15,719 15,719 17,074 Totsl ineome and endowments 15,719 15,719 17,074 Expendtture on Charitable activities Other 8,557 139 8,557 139 23.309 122 Total resources expended 8,696 8,696 23,431 Net incomel(expenditure) 7,023 7,023 (6,357) Total funds brought forward 5,858 5,858 12,215 Net movement ID funds 12,881 12,881 5,858 The statement of financial activities ynoludes all gains and losses in the year and therefore a separate statement of total recognised gains and1055es has not been prepared. All of the above amounts Telate to continuing activities. The notes on pages 8 to 10 forni an integral part of these flnancial statements. Page 6
Hoty Famity Fundraising Commlttee Balance sheet as at 31 August 2024 2024 2023 Notss Current assets Cash at bank and in hand 12.881 5,858 12,881 5,858 Net current assets 12,881 5,858 Iyet assets 12,881 5,858 FuDds Unrestricted income funds 12,881 5,858 Total funds 12,881 5,858 The financial statements wer¢ approved by the trLtste on O June 2025 and signed on its behalf by Sinead McMahoD Chalrperson Catherine McElholm Vice Treasurer The note5 on pages 8 to 10 form an integral part of these financial statemen Page 7
Holy Family Fundraising Committee Notes to finaneial statements for the year ended 31 August 2024 Accounting policies The principal accounting policies are summarised below. The accounting policies have been applied consistently throughout the year and the preceding year. 1.1. Basis of accounting and assessment of going concern The financial statements are prepared under the historical cost convention and in accordance with the Charities SORP (FRS 102) and the Charities Act ( Northern Ireland) 2008. The charity constitutes a public benefit entity as defmed by FRS 102. The trustees consider that there is no material uncertainties about the charity's ability to continue as a going concern. 1.2. Cashflow The charity has taken advantage of the exemption in FRSI from the requirement to produce a cashflow statement because it is a small charity. 1.3. Incomlng resources All incoming resources are included in the statement of financial activities when the charity is enlitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income: Voluntary income is received by way of grants, donations and gifts and is included in full in the statement of financial activities when receivable. Grants where entitlement is not conditional on the delivery of a specifi perforniance by the charity, are recognised when the charity becomes unconditionally entitled to the aTrI. Donated service5 and facilities ar¢ included at the value to the charity where this ¢an be quantified. The value of servi¢es provided by volunteers has not been included. Gifts donated for resale are included as incoming resources within activities for generating funds when they ar¢ sold. 1.4. Resources expended Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expendityre to which it relates. Cosls of generating funds comprise the 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 its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. Page 8
Hoty Famity Fundraising Committee Notes to financial statements for the year ended 31 August 2024 Income from Charitable Activities Unrestricted funds 2024 Total 2023 Total Santander Foundation Easter Quiz Bingo Night Easy fundraising Bonus Ball Asda Community Non Unifonn days 5 week draw Summer evening 'Moana' Show early New & Christmas Night Christmas Fun Night 2,500 2,500 800 2,310 116 590 2,310 116 590 164 300 1,365 3,170 1,455 1,700 8,120 820 820 2,182 2,182 7,201 7,201 15,719 l5.719 17,074 Costs of cbaritable actlvlties Actlvities undertaken directly 2024 Total 2023 Totsl Christmas Fun night Swimming lessons Aid payments Summer evening Play Trail Equipment Office expenses - Other 30I 792 200 847 301 792 200 847 1,003 720 150 11,436 i 0,000 6,418 (i) 6,418 (i) 8,557 8,557 23,309 Other resources expended Unrestricted funds 2024 Totsl 2023 Total Bank charges 139 139 122 139 139 122 Page 9
Holy Famity Fundraising Committee Notes to fmancial statements for the year ended 31 August 2024 Trustees No salaries or wages have been paid to the trustees during th¢ year. No expenses have been paid to the trustees during the year. Page 10