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2024-07-31-accounts

DRAFT FOR APPROVAL

QUEEN MARGARET ACADEMY SCHOOL FUND

COMMITTEE MEMBERS’ REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDED 31st JULY 2024

Charity Registration No. SC005676

Committee member

LEGAL & ADMINISTRATIVE INFORMATION

DRAFT FOR APPROVAL

QUEEN MARGARET ACADEMY SCHOOL FUND

Charity No. SC005676 Principal Address Queen Margaret Academy Dalmellington Road Ayr KA7 3TL Independent Examiner Bankers Bank Of Scotland 123 High Street Ayr KA7 1QP

QUEEN MARGARET ACADEMY SCHOOL FUND TO BE UPDA TED B Y COMMIThEE COMMITTEE MEMBERS, REPORT FOR YEAR ENDED 31st JULY 2024 DRAFT FOR APPROVAL

Independent Examiner’s Report for the Year Ended 31st July 2024

Independent Examiner’s Report to the Committee of Queen Margaret Academy School Fund

I report on the financial statements of the charity for the year ended 31st July 2024, which are set out in the following pages.

Respective responsibilities of Members' of the Committee and Examiner

The charity’s Members' of the Committee are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 (“the 2005 Act”) and the Charities Accounts (Scotland) Regulations 2006 (as amended) (“the 2006 Regulations”). The charity’s Members' of the Commitee consider that the audit requirement of Regulation 10(1)(d) of the 2006 Regulations does not apply. It is my responsibility to examine the accounts as required under section (44)(1)(c) of the 2005 Act and to state whether particular matters have come to my attention.

Basis of Independent Examiner’s Statement

My examination is carried out in accordance with Regulation 11 of the 2006 Regulations. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeks explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and, consequently, I do not express an audit opinion on the view given by the accounts.

Independent Examiner’s Statement

In connection with my examination, no matter has come to my attention:1. which gives me reasonable cause to believe that, in any material respect, the requirements:– to keep accounting records in accordance with section 44(1)(a) of the 2005 Act and Regulation 4 of the 2006 Regulations, and

– to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Regulations have not been met, or

  1. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

QUEEN MARGARET ACADEMY SCHOOL FUND

DRAFT FOR APPROVAL

STATEMENT OF RECEIPTS & PAYMENTS FOR THE YEAR ENDED 31st JULY 2024

Notes
Income
Fundraising
1
School trips, Outings & Events
Total Income
Expenditure
School trips, Outings & Events
Charitable Donations
2
Total Expenditure
Surplus/(Deficit) for the Year
Fund balances at 1st August 2023
Fund balances at 31st July 2024
Unrestricted
Funds
£
0
4,190
4,190
4,167
0
Designated
Funds
£
920
75,775
76,695
76,583
1,113
Restricted
Funds
£
0
0
0
0
0
Total
Total
2024
2023
£
£
920
10,954
79,965
107,509
80,885
118,463
80,750
101,316
1,113
1,690
4,167
23
5,009
5,032
77,696
(1,001)
44,606
43,605
0
0
229
229
81,863
103,006
(978)
15,457
49,844
34,387
48,866
49,844

QUEEN MARGARET ACADEMY SCHOOL FUND

BALANCE SHEET AS AT 31st JULY 2024

BALANCE SHEET AS AT 31st JULY 2024 DRAFT FOR APPROVAL
Notes
Current Assets
Cash at Bank and on Hand
Creditors: Amounts falling due within oneyear
Total Assets less Current Liabilities
Income Funds
Restricted Funds
3
Unrestricted Funds :
Designated Funds
Other School Funds
Total
2024
£
48,866
48,866
0
48,866
229
43,605
5,032
48,866
Total
2023
£
49,844
49,844
0
49,844
229
44,606
5,009
49,844

QUEEN MARGARET ACADEMY SCHOOL FUND

NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31st JULY 2023 DRAFT FOR APPROVAL

1. Fundraising
Donations and Gifts
2. Charitable Donations
SCIAF
Ayrshire Hospice
SSVP
Beatson Cancer Research
Ayrshire Cancer
SAMH
3. Restricted Funds
Badagry
Heartstart
Unrestricted
Funds
£
-
-
-
-
-
-
-
0
Balance at 1st
August 2023
-
229
229
Designated
Restricted
Funds
Funds
£
£
920
-
-
-
165
-
343
-
105
-
500
-
-
-
1,113
0
Inc/Transfers
Exp/Transfers
-
-
-
-
-
-
Movement in Funds
Total
2024
£
920
-
165
343
105
500
-
1,113
Balance at
31st July 2024
-
229
229
Total
2023
£
10,954
1,040
-
-
100
-
550
1,690