CALDERWOOD PARENT COUNCIL
FINANCIAL STATEMENTS
FOR THE YEAR ENDED 30 JUNE 2024 SCOTTISH CHARITY NUMBER: SC041975
CONTENTS
YEAR ENDED 30 JUNE 2024
CALDERWOOD PARENT COUNCIL
| Page | |
|---|---|
| Trustees and professional advisors | 2 |
| Chairperson’s report | 3-5 |
| Report of the Trustees | 6-8 |
| Independent Examiner’s report | 9 |
| Statement of financial activities | 10 |
| Balance sheet | 11 |
| Notes to the financial statements | 12-14 |
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TRUSTEES AND PROFESSIONAL ADVISERS
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
Trustees Registered office Calderwood Primary School Buchanan Drive Rutherglen G73 3PQ Independent Examiner Bankers Royal Bank of Scotland Rutherglen Branch 88 Main Street Rutherglen Glasgow G73 2JA
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CHAIRPERSON’S REPORT
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
Comments from the Chair
The Parent Council’s (PC) primary purpose is to support the educational mission of Calderwood Primary School and the school community. This role includes fundraising and charitable donations to the school, acting as a conduit for the exchange of information between the school staff and the parent forum and campaigning on issues affecting the school community.
2023-24 was the first full year of a new PC team. The main focus for the PC was to welcome and onboard some new members and establish a warm, inclusive environment for people to contribute to our school initiatives. A new team of office bearers have fully established themselves in the committee, a core group of parents have stepped up to lead our sub-groups and bring new energy and experience, and we can also rely on a wider pool of parents to volunteer and help to make all of our events run smoothly. Recruitment of new parents will remain a key priority in the year ahead.
I am delighted with the achievements of this new team. We have ensured that the pupils at Calderwood Primary School have not been impacted by the significant South Lanarkshire council education cuts imposed this year. We have continued to provide every pupil and class with school trips, paid for vital classroom resources like books and projectors, and welcomed new P1s with a Calderwood teddy for every pupil as well as new play-based learning resources. Working with staff, the PC have also introduced new reading nooks for every classroom and provided an enhanced library and service. The parent council also funded new school vision communication assets including outdoor banners and various POS communication assets around the school to imbed the school vision and values in the school community.
In recognition of the pressures of an increased cost of living for our families we made the decision to ensure every event we run now has free entry. This extends to our fairs, discos and our leavers ball, resulting in the PC now funding every aspect of these events. This was made possible through additional funding from the Edrington Group and The Robertson Trust. This year triple matching employees’ charitable endeavours, resulting in £13,596 donations from the business and providing a welcome boost to funds post-covid. This has meant we have ended our school year with cash reserves of £33,404 ensuring the maintenance of vital school excursions with PC funding.
Calderwood PC is renowned for its many successful fundraising fairs and this year is no exception. We enjoyed record breaking results with the summer fair, achieving the highest fundraising total in the history of school events - £7,427. This was attributed to a day of incredible weather which brought the crowds but was also a result of negotiating and securing our main attractions free of charge, as well as some incredible star prizes from the local community. I am delighted to confirm that this will be triple matched by The Roberston Trust to add an additional c.£15k to our balance sheet.
This year would not be complete without referencing our new MUGA pitch! Whilst not funded by the PC, the teaching staff and several generations of PC committee members have been petitioning for these resources over the years so it’s incredible to now have this in place. The official opening at the summer fair felt like a big moment.
Finally, I wanted to thank you all for your commitment, support and sense of humour over the last year. We should all be very proud of what we’ve achieved as a collective. I would also like to thank Jen Innes and the Calderwood staff for their dedication to provide a caring, supportive, educational environment.
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CHAIRPERSON’S REPORT (continued)
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
Introduction
The purpose of this report is to summarise the work undertaken by the Parent Council and covers the academic year from August 2023 to June 2024. During this time, the Parent Council met every month with subgroups also meeting regularly. Currently, the Parent Council membership stands at 45 members.
Summary of subgroup activities
Our subgroup structure continues to enable parents to make use of their talents and experience. In 2023/24 most members were involved in at least one subgroup.
Community Engagement
Subgroup Focus
Communications / Campaigns - to create and implement clear and coordinated communication. Activities include communications planning and delivery – internal to parent forum and external, Facebook, advertising for events, website and communications support for all groups. To communicate events, raise the profile of issues, investigate and promote the school’s best interest on issues that could potentially affect, or are affecting the school. Current concerns: parking, increase in size of school roll, staffing shortage.
Funding / School Liaison support the treasurer, take responsibility for all cash at events, to meet OSCR’s requirements, to continue to make full use of our charity status and to research and apply for external grants and funding sources. To ensure that we are responding to the needs and aspirations of the school community, including support for the improvement plan and curricular development.
P1 Induction / School Uniform to consult with the Head teacher and management team to continue to enhance the induction process, to represent Calderwood within feeder nurseries. To support the supply of the school with uniforms – this includes liaising with suppliers and maintaining procedures for ordering.
Following the development of a school travel plan, new road markings are a first step on the path to a safer school environment for our children, to reduce instances of dangerous parking and driving. From a funding perspective the main donations come from fundraising triple matching from Edrington. The school has benefited from this now for 4 years which has enabled us to drive additional improvement initiatives for the school. For next term, as the recipient of this Edrington employee benefit, the PC Chair will receive triple matching for any charitable hours contributed to parent council efforts. Our P1 induction saw the school welcoming 67 new pupils who each received a PC funded Calderwood teddy and welcome pack.
Events
Subgroup Focus
The largest group within the parent council, the events subgroup organises and delivers events throughout the school year for fundraising or for the enjoyment of the children.
Discos – to plan, resource and deliver school discos. Fairs – to plan resource and deliver school fairs. Leavers party – to organise the leavers’ event. New Events – to research and organise a new event each year.
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CHAIRPERSON’S REPORT (continued)
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
The events team has had a record-breaking year of fundraising for the school. This years summer fair raised the most funds at any event in the history of the school. The main events were both the Christmas and summer fairs raising £6,551 and £7,427 respectively after expenses. Other activities included Easter and Halloween discos, and a leaver’s disco for the primary 7 children. These events are fully funded by the PC and offered to pupils free of charge.
Reading
Reading
Reading Schools is an accreditation programme for schools that are committed to building a culture of reading for their learners and communities. Being part of the Reading Schools subgroup will involve attending termly meetings with the Reading Leadership Group (a mix of children, staff and parents) to discuss ways in which we can promote reading for pleasure with our Calderwood families. It also involves planning activities for reading events within the school including Book Week Scotland and World Book Day.
This subgroup has continued to make incredible progress. The PC parents have transformed the school library with the re-labelling of the entire library and the introduction of diversity and dyslexia-friendly novels. Engaging reading nooks have also been rolled out in every classroom.
Sustainability
Sustainability
Supporting our school community to live a more sustainable life through recycling, donating unused items, going paperless, reducing the school’s carbon footprint. Supporting the Eco Uniform project.
Garden initiatives - to fund and provide manpower to develop the garden project. Activities include working with the school to source funding, manpower, support.
Another group which drove positive change was our Sustainability subgroup. Our new outdoor classroom continues to be put to good use throughout term, hosting a number of classrooms and activities. The Eco-uniform programme has become further imbedded with increased awareness of the initiative at our fairs and parents evenings. This initiative has been opened up to offer Eco books as well as donation requests for Halloween costumes, Christmas jumpers, Lockerbie kit and promwear. The introduction of a QR code has also enabled more discreet requests. This year also saw the introduction of a P7 Fashion Revolutionaries workshop and our second free school eco hub event in partnership with Re:Volve.
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TRUSTEES REPORT
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
Report of the Trustees for the year ended 30 June 2024
The Trustees present their report together with the financial statements of the Charity for the year ended 30 June 2024. The financial statements have been prepared in accordance with the accounting policies set out on page 12.
Constitution and Administration
Calderwood Parent Council was formed in accordance with the constitution of 16 December 2010 and last amended on 1 May 2014.
The constitution provides for the appointment of the Trustees. The number of Trustees at any time should never be less than three and will be a parent of a child attending the school. The Trustees who served during the year ended 28 June 2024 are set out on page 2 of the financial statements.
The day-to-day activities of the Charity are conducted from the Charity’s principal address.
Objectives
The aims and objectives of the Charity are contained in the constitution. The objectives of the Parent Council are:
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To work in partnership with the school to create a welcoming school which is inclusive for all parents and children.
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To promote partnership between the school, its pupils, its parents, and the community.
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To develop and engage in activities which support the education and welfare of the pupils.
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To identify and represent the views of parents on the education provided by the school and other matters affecting the education and welfare of the pupils.
Charitable Status
The Charity is a Scottish Charity having the reference SC041975.
Donations
During the year to 30 June 2024 the Charity made donations of £21,542 (2023 - £22,960)
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TRUSTEES REPORT (continued)
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
Financial Review
In the current year our fundraising activities and donations generated income of £33,021 (2023 - £35,587)
In the current year donations totalling £21,542 (2023 – £22,960) were made to Calderwood Primary School. Donations to the school were made to provide a total of 12 school excursions which included bus hire for class trips linked to the school curriculum; Science centre, Summerlee, Sky Academy, Kelvingrove, Sealife Centre, Natural Museum of Rural life, Palace of Holyrood House and Five Sisters Zoo. Transport to c.9 sporting events were also funded. Donations also went out to fund P1 based learning resources and welcome packs, Reading Nooks for every classroom, Easter and Halloween school discos, and essential class equipment including books, 2 class projectors and school vision communication assets.
At the end of the year there were unrestricted funds of £32,900 (2023 - £29,763) and restricted funds include £500 relating to the Burnside Community Grant received for Calderwood birthday celebrations of £500 (2023 - £500).
Trustees Remuneration
The Trustees did not receive any remuneration from the Charity during the year.
Reserves Policy
It is the policy of the Charity to maintain unrestricted funds, which are the free reserves of the Charity, at a positive balance. From time-to-time funds may be restricted when specified by the donor or when funds are raised for a specific purpose.
Risk Management
The Trustees have reviewed the major risks which the Charity faces and confirm that systems have been established to mitigate these risks.
Trustees responsibilities in relation to the financial statements
The law applicable to charities in Scotland requires the Trustees to prepare financial statements for each financial year which give a true and fair view of the Charity's financial activities during the year and of its financial position at the end of the year. In preparing financial statements giving a true and fair view, the Trustees should follow best practice and:
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select suitable accounting policies and then apply them consistently; make judgements and estimates that are reasonable and prudent;
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state whether applicable accounting standards and statements of recommended practice have been followed subject to any departures disclosed and explained in the financial statements;
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prepare the financial statements on the going concern basis unless it is inappropriate to presume that the Charity will continue in business.
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TRUSTEES REPORT (continued)
CALDERWOOD PARENT COUNCIL
YEAR ENDED 30 JUNE 2024
The Trustees are responsible for keeping accounting records which disclose with reasonable accuracy at any time the financial position of the Charity and enable it to ascertain the financial position of the Charity and which enable them to ensure that the financial statements comply with the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006, and the provisions of the trust deed.
The trustees are responsible for safeguarding the assets of the Charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.
Approved by the Trustees on 6 March 2025 and signed on their behalf by:
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INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF CALDERWOOD PARENT COUNCIL – SCOTTISH CHARITY NUMBER SC041975
YEAR ENDED 30 JUNE 2024
_________ ______
I report on the accounts of the Charity for the year ended 30 June 2024 as set out on pages 10-16
This report is made solely to the Charity’s Trustees, as a body, in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. My examination work has been undertaken so that I might state to the Charity’s Trustees those matters that I am required to state to them in an independent examiners’ report and for no other purpose. To the fullest extent permitted by law, I do not accept or assume responsibility to anyone other than the Trustees as a body, for my examination work, for this report or for the opinions I have formed.
Respective responsibilities of the Trustees and Examiner
The Charity's Trustees ·are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 as amended. The Charity’s Trustees 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 Act and to state whether matters have come to my attention.
Basis of Independent Examiner’s Statement
My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006. 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
During my examination, no matter has come to my attention:
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1) which gives me reasonable cause to believe that in any material respect, the requirements:
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to keep accounting records in accordance with Section 44(1)(a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and
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to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulation have not been met, or
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1) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
14 March 2025
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CALDERWOOD PARENT COUNCIL
STATEMENT OF FINANCIAL ACTIVITIES (RECEIPTS AND PAYMENTS BASIS)
YEAR ENDED 30 JUNE 2024
| Note INCOME AND EXPENDITURE Incoming Resources Fundraising income 2 Donations received 3 Bank interest Receipts from charitable activities Total incoming resources Resources expended Donations expended 4 Fundraising expenditure 5 Cost of charitable activities 6 Total resources expended Net incoming resources Net movement in funds Total funds as at 30 June 2023 Total funds as at 30 June 2024 |
Restricted funds 2024 £ - - - - |
Unrestricted funds 2024 £ 18,660 14,361 387 - |
Total funds 2024 £ 18,660 14,361 387 - 33,408 30,271 3,136 3,136 30,263 33,400 |
Restricted funds 2023 £ - - - - |
Unrestricted funds 2023 £ 17,380 18,207 141 - |
Total funds 2023 £ 17,380 18,207 141 - |
|---|---|---|---|---|---|---|
| - | 33,408 | - | 35,728 | 35,728 30,648 |
||
| 21,542 5,566 3,163 |
22,960 4,119 3,569 |
|||||
| 5,080 5,080 25,183 |
||||||
| 30,263 |
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CALDERWOOD PARENT COUNCIL
BALANCE SHEET
AS AT 30 JUNE 2024
| Current assets Bank Cash Funds Reconciliation Bank as at 1 July 2023 Surplus / (Deficit) for the year Bank as at 30 June 2024 |
Restricted funds Unrestricted funds Total funds 2024 2024 2024 £ £ £ 500 32,900 33,400 - - - 500 32,900 33,400 500 29,763 30,263 - 3,137 3,137 500 32,900 33,400 |
Restricted funds Unrestricted funds Total funds 2023 2023 2023 £ £ £ 500 29,763 30,263 - - - |
|---|---|---|
| 500 29,763 30,263 |
||
| 9,498 15,685 25,183 (8,998) 14,078 5,080 |
||
| 500 29,763 30,263 |
Approved by the Trustees on 6 March 2025 and signed on their behalf by:
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CALDERWOOD PARENT COUNCIL
NOTES TO THE FINANCIAL STATEMENTS
YEAR ENDED 30 JUNE 2024
1. Principal accounting policies
(a) Accounting convention
These financial statements have been prepared on the Receipts and Payments basis in accordance with the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended).
(a) Unrestricted funds
Unrestricted funds are those that may be used at the discretion of the trustees in furtherance of the objects of the Charity. These funds consist of donations and other incoming resources received.
(b) Restricted funds
Restricted funds may only be used for specific purposes. Restrictions arise when specified by the donor or when funds are raised for specific purposes. Going forward into 2024/25 the funds will be released against the specific projects as and when occur.
(c) Incoming resources
Fundraising income and donations are recognised when received.
(d) Resources expended.
Expenditure is recognised when the Charity incurs the expense.
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CALDERWOOD PARENT COUNCIL
NOTES TO THE FINANCIAL STATEMENTS (continued)
YEAR ENDED 30 JUNE 2024
2. Fundraising income
| 2. Fundraising income | ||
|---|---|---|
| Christmas Fayre Summer Fayre Other income |
Unrestricted Income Total 2024 2024 £ £ 9,401 9,401 9,085 9,085 174 174 18,660 18,660 |
Unrestricted Income Total 2023 2023 £ £ 8,824 8,824 7,183 7,183 1,373 1,373 |
| 17,380 17,380 |
3. Donations received
| 3. Donations received | ||
|---|---|---|
| Robertson Trust General donations |
Unrestricted income Total 2023 2023 £ £ 13,596 13,596 765 765 14,361 14,361 |
Unrestricted income Total 2023 2023 £ £ 17,452 17,452 755 755 |
| 18,207 18,207 |
4. Donations expended
| 4. Donations expended | ||
|---|---|---|
| Calderwood Primary School | 2024 £ 21,542 21,542 |
2023 £ 22,960 |
| 22,960 |
In the current year donations totalling £21,542 (2023 - £22,960) were made to Calderwood Primary School. Donations to the school were made to provide bus hire for class trips and sporting events £7,887 (2023 - £10,451) as well as school branding, replacement equipment, play items for the lower school, literacy support items and P1 induction items.
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CALDERWOOD PARENT COUNCIL
NOTES TO THE FINANCIAL STATEMENTS (continued)
YEAR ENDED 30 JUNE 2024
5. Fundraising expenditure
| 5. Fundraising expenditure | ||
|---|---|---|
| Halloween Christmas and Summer Fayre |
2024 £ 0 5,566 5,566 |
2023 £ 393 3,726 |
| 4,119 |
6. Cost of charitable activities
| Halloween and Spring Disco’s Communications costs Primary 7 Fun Days Primary 1 & 7 ties Christmas and Easter gifts |
2024 £ 1,333 235 1,415 180 0 3,163 |
2023 £ - 821 1,200 373 1,175 |
|---|---|---|
| 3,569 |
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