## **APPENDIX 1** |**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**|**Trustees’ Annual Report for the period**| |---|---|---|---|---|---|---|---| ||Period start date||||Period end date||| ||Day|Month|Year||Day|Month|Year| |From||||To|||| ||01|08|2025||30|06|2026| Office of the Scottish **Charity Regulator** ## **Reference and administration details** |**Charity name**
**Other names charity is known**
**by**
**Registered charity number**
**Charity’s principal address**|Biggar Primary School PTA|| |---|---|---| |||| |||| |||| ||**SC**
037129|| ||c/o Biggar Primary School|| ||John's Loan|| ||Biggar|| |||**Postcode**
ML12 6JZ| **Names of the charity trustees on date of approval of Trustees’ Annual Report** |||||**Name of person**
**(or body) entitled to**
**appoint trustee (if any)**| |---|---|---|---|---| ||||**Dates acted if**
**not for whole year**|| ||**Trustee name**|**Office (if any)**||| |||||| |||||| |**1**
**2**
**3**
**4**
**5**
**6**
**7**
**8**
**9**
**10**
**11**
**12**
**13**
**14**
**15**
**16**
**17**
**18**
**19**
**20**|Nigel Power|Chair||| ||Yvonne Power|Treasurer||| ||Lisa Harris|Secretary||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **1** **APPENDIX 1** ## **Reference and administration details** **Names of all other charity trustees during the period, if any, (for example, those who resigned part way through the financial period)** |**Name**|**Name**|**Dates acted if not for whole year**| |---|---|---| |||| |||| |||| |||| |||| |||| |||| |**Structure, governance and management**||| |**Type of governing document**
**Trustee recruitment and appointment**||| ||Constitution|| |||| ||Nil P|Chi| ||ge ower - ar
Yvonne Power - Treasurer
Lisa Harris - Secretary|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||T t BPS i idi itbl h t|| ||o suppor n provng an equae approac o
accessing additional learning and developmental
opportunities.|| ||W hld f fdii tiiti thht th|| ||e o a range o unrasng acves rougou e year
which go towards supporting the school.|| **2** ## **APPENDIX 1** ## **Achievements and performance** **Summary of the main achievements of** We have helped to ensure that the school can afford to **the charity during the financial period** provide swimming lessons for all P5 pupils by subsidising the transport to and from the nearest swimming pool (10 miles away) We have purchased ICT to help with a growing number ion pupils who have ASNs. We have contributed to the provision of literacy and the development of a love for reading in young learners by purchasing TOMI boxes. We have paid for the continuation of the Clyde in the Classroom project which aims to increase pupils' understanding of the life cycle of local fish by giving them responsibility for the animals over the course of their growth to adulthood when they are then released into the Clyde. We have provided resources to help with fun activities like discos and the Gala Day. ## **Financial review** |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|| |---|---| ||Reserves are held in the account. All monies are brought
forward to the next academic year and utilised as per our
raison d'être.| ||Exenditure was hiher than income this ear b nearl £1500| ||p g y y y
but we had enough reserves in the account to cover the
additional expenses.| ||| ||| **3** ## **APPENDIX 1** ## **Other optional information** ## **Declaration** **The trus tees declare that they have approved the trustees’ report above. Signed on behalf of the charity’s trustees Signature(s)** _**OSCR will accept**_ Yvonne Power _**digital or typed signatures**_ **Full name(s)** Yvonne Power **Position (e.g. Chair)** Treasurer **Date** 05/08/2026 **4** Enter SC No. below **SC** 037129 Enter charity name below ||||||||||||**SC**
037129| |---|---|---|---|---|---|---|---|---|---|---|---| ||||||||||||| ||**Receipts andpayments accounts**||||||||||| ||**For the period**
**from**|Period sta||rt date|||Period||end date||| |||Day|Month||Year|**to**|Day|Mon|th|Year|| |||01|08||2025||30|06||2026|| ||||||||||||| |**Section A Statement of receipts and payments**|||||||||||| |**A1 Receipts**|**Unrestricted**
**funds**
**to nearest £**|**Restricted**
**funds**
**to nearest £**||**Expendable**
**endowment**
**funds**
**to nearest £**|||**Permanent**
**endowment**
**funds**
**to nearest £**||**Total funds**
**current period**
**to nearest £**||**Total funds last**
**period**
**to nearest £**| |Donations|||||||||**-**||| |Legacies|||||||||**-**||| |Grants|||||||||**-**||| |Receipts from fundraisingactivities|2116||||||||**-**
2116||4110| |Gross tradingreceipts|||||||||**-**||| |Income from investments other than
land and buildings|38||||||||**-**
38||| |Rents from land & buildings|||||||||**-**||| |Gross receipts from other charitable
activities|||||||||**-**||| ||||||||||**-**||| |**_A1 Sub total_**|
**-**
2154|**-**||**-**|||**-**||**-**
2154||**-**
4110| |**A2 Receipts from asset &**
**investment sales**|||||||||||| |Proceeds from sale of fixed assets|||||||||**-**||| |Proceeds from sale of investments|||||||||**-**||| |**_A2 Sub total_**|
**-**|**-**||**-**|||**-**||**-**||**-**| |**_Total receipts_**
**A3 Payments**|||||||||||| ||**-**|**-**||**-**|||**-**||**-**||**-**| ||||||||||||| |Expenses for fundraising activities|576||||||||**-**
576||| |Gross trading payments|||||||||**-**||| |Investment management costs|||||||||**-**||| |Payments relating directly to charitable
activities|
3016||||||||**-**
3016||| |Grants and donations|||||||||**-**||| |Governance costs:|||||||||**-**||| |Audit / independent examination|||||||||**-**||| |Preparation of annual accounts|||||||||**-**||| |Legal costs|||||||||**-**||| |Other|||||||||**-**||| ||||||||||**-**||| |**_A3 Sub total_**|**-**
3592|**-**||**-**|||**-**||**-**
3592||**-**| |**A4 Payments relating to asset and**
**investment movements**|||||||||||| |Purchases of fixed assets|||||||||**-**||| |Purchase of investments|||||||||**-**||| |**_A4 Sub total_**|**-**|**-**||**-**|||**-**||**-**||**-**| |**_Total payments_**
**_Net receipts / (payments)_**
**A5 Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|||||||||||| ||**-**
3592|**-**||**-**|||**-**||**-**
3592||**-**| ||||||||||||| ||**-**
6264|**-**||**-**|||**-**||**-**
6264||**-**| ||||||||||||| ||||||||||**-**||| ||||||||||||| ||**-**
2672|**-**||**-**|||**-**||**-**
2672||**-**| **SC** 037129 APPENDIX 2 ## **Section B Statement of balances** |**Categories**
**Signed by one or two trustees**
**on behalf of all the trustees**
**B5 Contingent liabilities**
**B4 Liabilities**
**B1 Cash funds**
**B2 Investments**
**B3 Other assets**|**Details**|**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---|---| ||Cash and bank balances at start of year|4110
-1438||||**-**
4110|| ||Surplus / (deficit) shown on receipts and
payments account|||||**-**
-143|| |||||||**-**|| |||||||**-**|| ||**Cash and bank balances at end of year**
(Agree balances with receipts and payments
account(s))
**Details**|**-**
2672|**-**|**-**|**-**|**-**
2672|**-**| |||-|
-|
-|
-|
-|
-| |||||**Fund to which**|**asset belongs**|**Market valuation**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**||**Fund to which**|**asset belongs**|**Total**
**Cost (if available)**
**to nearest £**|**-**|
**-**| |||||||**Current value (if**
**available)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Total**
**Fund to which l**|**-**|
**-**|
**-**| ||||||**iability relates**|**Amount due**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||**Details**|||**Fund to which l**|**Total**
**iability relates**|**-**|**-**| |||||||**Amount due**
**(estimate)**
**to nearest £**|**Last year**
**to nearest £**| ||||||||| ||||||||| ||||||||| ||**Signature�**|||**Print Name**|**Total**|**-**|
**-**| ||||||||**Date of**
**approval**| ||Y Power|||Yvonne Power|||05/08/2026| ||||||||| - _**�lease note � OSCR will accept digital or typed signatures**_ 2013-04-02 Copy of Trustees AR Ap2 excel.xls / Statement of balances 2 December 2007 APPENDIX 2 **SC** 037129 |**Section C Notes to the Accounts**|**Section C Notes to the Accounts**|**Section C Notes to the Accounts**|||| |---|---|---|---|---|---| |**C3a Trustee remuneration**
**C4a Trustee expenses**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**
**C3b Trustee remuneration -**
**details**
**C4b Trustee expenses -**
**details**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**|||||| ||||||| ||**Type of activity or project supported**||**Individual /**
**institution**|**Number of grants**
**made**
**£**|| ||||||| ||||||| ||||||| ||||||| ||||||| |||||**Total**|**-**
| ||||||| ||If no remuneration was paid during the period to any charity trustee or person connected to a
trustee cross this box (otherwise complete section 3b)||||| ||**Authority under which paid**||||**£**| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||If no expenses were paid to any charity trustee during the period then cross
(otherwise complete section 4b)|||this box|| |||**Nature of transaction**||**Number of**
**trustees**|**£**| ||||||| ||||||| ||||||| ||||||| ||||||| ||
**Nature of relationship**|||**Transaction**
**amount (£)**|**Balance**
**outstanding at**
**period end (£)**| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| ||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xls / Notes 3 December 2007 APPENDIX 2 **SC** 037129 ## **Additional analysis (1)** ## **Analysis of receipts and payments** ## **1 Donations** |**1 Donations**||||||| |---|---|---|---|---|---|---| ||**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| ||||||**-**|| ||||||**-**|| ||||||**-**|| ||||||**-**|| |**Total**
**2 Grants**|**-**|**-**|**-**|**-**|**-**|**-**| ||**-**
**Unrestricted**
**to nearest £**
**funds**|**-**
**Restricted funds**
**to nearest £**|**-**|**-**|**-**
**Total current**
**to nearest £**
**period**|**-**
**Total last period**
**to nearest £**| ||||||**-**|| ||||||**-**|| ||||||**-**|| ||||||**-**|| |**Total**|**-**|**-**|||**-**|**-**| ||**-**|**-**|||**-**|**-**| ## **3 Gross receipts from other charitable activities** ||**Unrestricted**
**funds**
**to nearest £**|**Restricted funds**
**to nearest £**|**Expendable**
**endowment**
**funds**
**to nearest £**|**Permanent**
**endowment**
**funds**
**to nearest £**|**Total current**
**period**
**to nearest £**|**Total last period**
**to nearest £**| |---|---|---|---|---|---|---| |Interest|38||||**-**|| |Halloween Disco|477||||**-**|| |Christmas Fayre|1166||||**-**|| |Christmas Cards|185.26||||**-**|| |SpringFayre|149||||**-**|| |Sports Day|139||||**-**|| ||||||**-**|| ||||||**-**|| |**Total**
**4 Payments relating directly to charitable activit**|**-**
2153|**-**|**-**|**-**|**-**|**-**| ||-
**Unrestricted**
**funds**
**to nearest £**
**ies**|-
**Restricted funds**
**to nearest £**|-
**Expendable**
**endowment**
**funds**
**to nearest £**|-
**Permanent**
**endowment**
**funds**
**to nearest £**|-
**Total current**
**period**
**to nearest £**|-
**Total last period**
**to nearest £**| |Floats|460||||**-**|| |Halloween Decorations|35||||**-**|| |Stock TopUps for Refreshments|111||||**-**|| |Clyde in the Classroom|500||||**-**|| |SwimmingTransport Subsidy|291.20
||||**-**|| |Phonic Books(SPELT)|403||||**-**|| |6xChromebooks|1182||||**-**|| |TOMI box book readers|150||||**-**|| |Supplies for Biggar's Got Talent|20||||**-**|| |Dragons Den Prizes|400||||**-**|| |Gala DayResources|40||||**-**|| |**Total**|**-**
3592|**-**|**-**|**-**|**-**
3592|**-**| ||-|-|-|-|-|-| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (1) December 2007 APPENDIX 2 **SC** 037129 ## **Additional analysis (2)** ## **5 Breakdown of unrestricted funds** |**5 Breakdown of unrestricted funds**||||||| |---|---|---|---|---|---|---| |**Receipts**|**Unrestricted**
**fund 1 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 2 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 3 - enter**
**name of fund**
**below**|**Unrestricted**
**fund 4 - enter**
**name of fund**
**below**|**Total**
**unrestricted**
**funds**|**Total**
**unrestricted**
**funds last period**| |Donations|||||**-**|| |Legacies|||||**-**|| |Grants|||||**-**|| |Receipts from fundraisingactivities|2153||||**-**|| |Gross tradingreceipts|||||**-**|| |buildings|||||**-**|| |Rents from land & buildings|||||**-**|| |Gross receipts from other charitable activities|||||**-**|| |**_Sub total_**
**Receipts from asset & investment sales**|**-**
2153|**-**|**-**|**-**|**-**|**-**
4110| ||||||-|| |Proceeds from sale of fixed assets|||||**-**|| |Proceeds from sale of investments|||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**|**-**|**-**|**-**|**-**|**-**| ||**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| |Expenses for fundraisingactivities|||||**-**|| |Gross trading payments|||||**-**|| |Investment management costs|||||**-**|| |Payments relatingdirectlyto charitable activities|3592||||**-**|| |Grants and donations|||||**-**|| |Governance costs:|||||**-**|| |Audit / independent examination|||||**-**|| |Preparation of annual accounts|||||**-**|| |Legal costs|||||**-**|| ||||||**-**|| ||||||**-**|| |**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**
3592|**-**|**-**|**-**|**-**|**-**| ||||||-|| |Purchases of fixed assets|||||**-**|| |Purchase of investments|||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| ||**-**
6263|**-**|**-**|**-**|**-**|**-**| ||||||-|| ||**-**
3592|**-**|**-**|**-**|**-**|**-**| |||||||| ||||||**-**|| |||||||| ||**-**
2672|**-**|**-**|**-**|**-**|**-**| **Nature and purpose of funds** To support Biggar Primary School in providing unfettered access to activities/ events/ ICT which promote equity in the learning and development of all pupils. 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (2) December 2007 APPENDIX 2 **SC** 037129 ## **Additional analysis (3)** ## **6 Breakdown of restricted funds** |**6 Breakdown of restricted funds**||||||| |---|---|---|---|---|---|---| |**Receipts**|**Restricted fund**
**1 - enter name of**
**fund below**|**Restricted fund**
**2 - enter name of**
**fund below**|**Restricted fund**
**3 - enter name of**
**fund below**|**Restricted fund**
**4 - enter name of**
**fund below**|**Total restricted**
**funds**|**Total restricted**
**funds last**
**period**| |Donations|||||**-**|| |Legacies|||||**-**|| |Grants|||||**-**|| |Receipts from fundraisingactivities|||||**-**|| |Gross tradingreceipts|||||**-**|| |Income from investments other than land and
buildings|||||**-**|| |Rents from land & buildings|||||**-**|| |Gross receipts from other charitable activities|||||**-**|| |**_Sub total_**
**Receipts from asset & investment sales**|**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| |Proceeds from sale of fixed assets|||||**-**|| |Proceeds from sale of investments|||||**-**|| |**_Sub total_**
**_Total receipts_**
**Payments**|**-**|**-**|**-**|**-**|**-**|**-**| ||**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| |Expenses for fundraising activities|||||**-**|| |Gross trading payments|||||**-**|| |Investment management costs|||||**-**|| |Payments relating directly to charitable activities|||||**-**|| |Grants and donations|||||**-**|| |Governance costs:|||||**-**|| |Audit / independent examination|||||**-**|| |Preparation of annual accounts|||||**-**|| |Legal costs|||||**-**|| ||||||**-**|| ||||||**-**|| |**_Sub total_**
**Payments relating to asset and investment**
**movements**|**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| |Purchases of fixed assets|||||**-**|| |Purchase of investments|||||**-**|| |**_Sub total_**
**_Total payments_**
**_Net receipts / (payments)_**
**Transfers to / (from) funds**
**_Surplus / (deficit) for year_**|**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| ||**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| ||**-**|**-**|**-**|**-**|**-**|**-**| |||||||| ||||||**-**|| |||||||| ||**-**|**-**|**-**|**-**|**-**|**-**| ||||||-|| |**Nature andpurpose of funds**||||||| |||||||| 2013-04-02 Copy of Trustees AR Ap2 excel.xlsAdditional notes (3) 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
Biggar Primary School Parent Council||||||||| ||**SC**
037129||||||||| ||Period start date|||||Period end date|||| ||Day|Month|Year|||Day||Month|Year| ||01|08|2025|**to**||30||06|2026| |||||||||(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.||||||||| ||Karolina Lukaska||||**Date:**||05/08/2026||| ||Karolina Lukaska||||||||| ||N/A||||||||| ||38 Knocklea||||||||| ||
Biggar||||||||| ||S Lanarkshire||||||||| ||||||||||| *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. **OSCR will accept digital or typed signatures. ## **APPENDIX 3** ## **Disclosure section** Only complete if the examiner needs to highlight material problems. **Give here brief details of any items that the examiner wishes to disclose**