## **Trustees’ Annual Report for the period** 

**From 1[st] September 2024         Period start date To 31[st] August 2025              Period end date** 

**Charity name:  Doagh Primary School Parent Teacher Association** 

## **Charity registration number: NIC108411** 

## **Objectives and Activities** 

||SORP reference||
|---|---|---|
|Summary of the purposes of<br>the charity as set out in its<br>governing document|Para 1.17|The organisation is established to advance the<br>education of the pupils at Doagh Primary<br>School and in furtherance of this:<br>a) To promote close co-operation and<br>communication between parents, teachers and<br>school council.<br>b) To engage in activities which support and<br>advance the welfare and education of the pupils<br>attending the school.|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or<br>services identified in the<br>accounts.|Para 1.17 and<br>1.19|We run a programme of events throughout the<br>school year, which are available to pupils, their<br>family and friends and the wider community.<br>These events raise vital funds which are used<br>within the school for the benefit of all pupils and<br>the wider community.|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**n/a**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment Para 1.38 Contribution made by volunteers 

Other 

## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|This year we held a number of fun events<br>for the pupils, their families and community.<br>These included sponsored walk, pumpkin<br>patch for Halloween, Christmas fair, family<br>bettledrive night, school disco, Easter hunt,<br>break the rules day, summer fair, pub quiz<br>and a summer scheme.  We have also run<br>a pre-school group during term time, this<br>proved to be very popular with the local<br>community. These were all very successful<br>and with the funds raised we were able to<br>purchase supplies, fund staff training,<br>advertising for the school, purchase a new<br>reading scheme, pay for the set-up of the<br>class set of iPads and purchase apps for<br>these, purchase outdoor play equipment,<br>purchase a shed for additional storage. The<br>events have also provided funds to be able<br>to run these and future events for the<br>school and wider community. We have<br>been able to support the school, pupils and<br>community in a variety of ways and<br>provided a wide variety of activities for the<br>wholes community to attend.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||



## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21|Healthy financial position|
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|Sufficient to cover any purchases needed<br>to aid any fundraising events before they<br>provide an income.|
|Amount of reserves held|Para 1.22|£3,306.68|
|Reasons for holding zero<br>reserves|Para 1.22|n/a|
|Details of fund materially in<br>deficit|Para 1.24|n/a|
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|n/a|



## **Additional information (optional)** 

You may choose to include further statements where relevant about: 

||||
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47||
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||



## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:|||
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|Constitution|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|Unincorporated association|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|Our PTA is made up of a group of elected<br>parents and staff.The Association shall be<br>managed by a committee consisting of<br>parents and teacher(s).<br>Members of the committee shall be<br>appointed at the AGM. They shall be<br>elected for a one year term and be eligible<br>for re-election.<br>The office bearers will be the Chairperson,<br>Secretary, Treasurer and such others as<br>may be required. The office bearers will be<br>elected by the committee at the AGM.|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Policies and procedures<br>adopted for the induction<br>and training of trustees|Para 1.51||
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>parties|Para 1.51||
|Other|||



## **Reference and Administrative details** 

Charity name Doagh Primary School Parent Teacher Association Other name the charity uses Registered charity number NIC108411 

|Charity’s principal address|Doagh Primary School<br>20 Main Street<br>Doagh<br>Ballyclare<br>BT39 0QL|
|---|---|
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## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**to appoint trustee(if any)**|
|---|---|---|---|---|
||Lisa Brown||||
||Alanah Jackson||||
||Alison Hill||||
||Stephanie Jenkins||||
||Allison Bell||||
||Ruth Armstrong||||
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## – Corporate trustees names of the directors at the date the report was approved 

**Director name** 

Name of trustees holding title to property belonging to the charity 

**Trustee name Dates acted if not for whole year** 

## **Funds held as custodian trustees on behalf of others** 

Description of the assets n/a held in this capacity Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets 

## **Additional information (optional)** 

## **Names and addresses of advisers (Optional information)** 

|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||



**Name of chief executive or names of senior staff members (Optional information)** 

## **Exemptions from disclosure** 

Reason for non-disclosure of key personnel details 

## **Other optional information** 

## **Declarations** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

|**Signature(s)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||Stephanie Jenkins||
||<br>Chairperson||
||05/05/2025||
||05/05/2025||



