2025-09-20-accounts - Stuartfield Parents Teachers Assoc

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

APPENDIX 1

OSCr	Trustees’ Annual Report for the period
	Period start date Period end date
	Day Month Year Day Month Year
	From 21 09 2024 To 20 09 2025

Office of the Scottish Charity Regulator

Reference and administration details

Charity name Stuartfield Parents Teachers Assoc Other names charity is known by Registered charity number SC010696 Charity’s principal address c/o Stuartfield Primary School Knock Street Stuartfield

Postcode AB42 5DP

Names of the charity trustees on date of approval of Trustees’ Annual Report

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Name of person
Dates acted if
Trustee name Office (if any) (or body) entitled to
not for whole year
appoint trustee (if any)
1 Jenny Jappy Chairperson Sep 23 – 9 Sep 2025 n/a
2 Vicky Kennedy Treasurer n/a n/a
3 Rachel Simmers Chairperson 9 Sep 2025 - date n/a
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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APPENDIX 1

Structure, governance and management	Structure, governance and management
Type of governing document Trustee recruitment and appointment
	Stuartfield Parent and Teachers association (PTA) operates a fundraising group with the aim to raise funds through local fundraisers and use this money to spend on activities and/or equipment for the children.
	The 2024 AGM was held in September 2024 where the chairperson and treasurer were reappointed. The 2025 AGM was held on 9 September 2025 ahead of the YE where Rachel Simmers appointed as Chairperson and the treasurer was reappointed. No external body was used for any appointments

Objectives and activities
Charitable purposes Summary of the main activities in relation to these objects APPENDIX 1
	The aim of the PTA is to raise fund through local fundraisers and use this money to spend on activities and/or equipment for the children.
	The activities included: Sport day tea tent, Xmas fayre, bingo, quiz, summer fayre, and school discos. The PTA provided a donation of £2,429 to the school for equipment for used in class as voted on by the parent forum. In addition to this the PTA donated 5 IPADs to the school to replace IPADs no longer supported by the Aberdeenshire Council system. The remaining charitable activities included the library refurbishment, treats for the children and class trips.
	2

Achievements and performance

Summary of the main achievements of Help to fund: the charity during the financial period - Classroom/school equipment - Library refurbishment completed - IPADs for school

Financial review

Brief statement of the charity’s policy on reserves

The PTA has no set outgoings and no creditors therefore no policy is in place to retain a reserve. The aim for the money raised is to spend the money raised on the children.

Details of any deficit No deficit

Donated facilities and services (if any) We have various services supplied to the Group as discounted rates during fundraising events including the use of the school facilities.

APPENDIX 1 Other optional information

Declaration

The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees

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Signature(s)
Full name(s) Vicky Kennedy Jenny Jappy Rachel Simmers
Position (e.g. Treasurer Chairperson to 9 Sep 25 Chairperson from 9 Sep
Chair) 25
Date September 2025 September 2025 September 2025
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Enter SC No. below

APPENDIX 2

Enter charity name below

Receipts and payments accounts Period start date For the period Day Month Year to Day from

Period start date	Period start date	Period start date	Period start date	Period end date	Period end date	Period end date
Day	Month	Year	to	Day	Month	Year
21	September	2024		20	September	2025

Section A Statement of receipts and payments

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Expendable Permanent
Unrestricted Restricted Total funds Total funds last
endowment endowment
funds funds current period period
funds funds
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
A1 Receipts
Donations -
Legacies -
Grants -
Receipts from fundraising activities 11,202 11,202 7,242
Gross trading receipts -
Income from investments other than
land and buildings -
Rents from land & buildings -
Gross receipts from other charitable
activities -
-
A1 Sub total 11,202 - - - 11,202 7,242
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
A2 Sub total - - - - - -
Total receipts 11,202 - - - 11,202 7,242
A3 Payments
Expenses for fundraising activities 1,985 1,985 3,577
Gross trading payments -
Investment management costs -
Payments relating directly to charitable
activities 6,588 6,588 5,286
Grants and donations
-
Governance costs:
-
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
Other
-
-
A3 Sub total 8,574 - - - 8,574 8,863
A4 Payments relating to asset and
investment movements
Purchases of fixed assets
-
Purchase of investments -
A4 Sub total - - - - - -
Total payments 8,574 - - - 8,574 8,863
Net receipts / (payments) 2,628 - - - 2,628 ( 1,621)
A5 Transfers to / (from) funds -
Surplus / (deficit) for year
2,628 - - - 2,628 ( 1,621)
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APPENDIX 2

Section B Statement of balances

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Unrestricted Expendable Permanent Total current
Categories Details funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
B1 Cash funds Cash and bank balances at start of year
1,559 1,559 3,180
Surplus / (deficit) shown on receipts and
2,628 2,628 ( 1,621)
payments account
-
-
Cash and bank balances at end of year 4,187 - - - 4,187 1,559
(Agree balances with receipts and payments
account(s)) - - - - - -
Fund to which asset belongs Market valuation Last year
Details
to nearest £ to nearest £
B2 Investments
Total - -
Current value (if
Details Fund to which asset belongs Cost (if available) available) Last year
to nearest £ to nearest £ to nearest £
B3 Other assets
Total - - -
Details Fund to which liability relates Amount due Last year
to nearest £ to nearest £
B4 Liabilities
Total - -
Details Fund to which liability relates Amount due (estimate) Last year
to nearest £ to nearest £
B5 Contingent liabilities
Total - -
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Accounts template 24_25 / Statement of balances

December 2007

APPENDIX 3 Independent examiner’s report on the accounts

	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2	Independent examiner’s report on the accounts V2
Report to the trustees/members of Registered charity number On the accounts of the charity for the period Set out on pages Respective responsibilities of trustees and examiner Basis of independent examiner’s statement Independent examiner’s statement Signed: Name: Relevant professional qualification(s) or body (if any): Address:	Charity name Stuartfield School PTA
	SC010696
	Period start date					Period end date
	Day	Month	Year			Day		Month	Year
	21	09	2024	to		20		09	2025
								(remember to include the page numbers of additional sheets)

	The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) 2005 Act and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention.
	My examination is carried out in accordance with Regulation 11 of the 2006 Accounts 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 viewgiven bythe accounts.
	In the course of my examination, no matter has come to my attention [other than that disclosed on the attached page*] 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 Accounts Regulations, and • to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
					Date:		20/06/2026
	Gemma Walker
	Association of Chartered Certified Accountants (ACCA)
	146 Duthie Terrace, Aberdeen, AB10 7PH

*Please delete the words in the brackets if they do not apply. If the words do apply, set out those matters which have come to your attention on the following page.

APPENDIX 3 Disclosure section

Only complete if the examiner needs to highlight material problems.

Give here brief details of Small immaterial difference noted any items that the examiner wishes to disclose