## **APPENDIX 1**
|OSC**r**|**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**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**1**
**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**
**3**
## **Declaration**
**The trustees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees**
**----- Start of picture text -----**
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
**----- End of picture text -----**
**4**
Enter SC No. below
APPENDIX 2
Enter charity name below
**SC**
**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**
**----- Start of picture text -----**
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)
**----- End of picture text -----**
APPENDIX 2
**SC**
## **Section B Statement of balances**
**----- Start of picture text -----**
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 - -
**----- End of picture text -----**
Accounts template 24_25 / Statement of balances
2
December 2007
## **APPENDIX 3**
## **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**|**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**