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2025-06-30-accounts

BEARSDEN PRIMARY SCHOOL FUNDRAISING GROUP

ANNUAL REPORT & FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 JUNE 2025

CHARITY NO. SC043589

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Bearsden Primary School Fundraising Group Trustees’ Annual Report Year ended 30 June 2025

The Trustees have pleasure in presenting their report together with the financial statements and the independent examiner’s report for the year ended 30 June 2025.

REFERENCE & ADMINISTRATIVE INFORMATION

Charity Name

Bearsden Primary School Fundraising Group

Charity No.

SC043589

Address

c/o Bearsden Primary School, Roman Road, Bearsden, G61 2SY

Current Trustees

January Morgan-White (Chair) – served full year Clare Innes (Treasurer) – served full year Wendy Moran (Secretary) – served full year Gillian Dick – served full year Laura Snowball – served full year Denise Harvey – served full year Kirstin Taylor – served full year Suzanne Gordon – served full year

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STRUCTURE GOVERNANCE & MANAGEMENT

Constitution

The charity is an unincorporated association. It is governed by its constitution which was adopted on 10 September 2008 and last amended on 14 January 2014. The Group was granted charitable status by OSCR on 23 November 2012.

Appointment of Trustees

Membership of the Group is open to all parents and guardians of children attending Bearsden Primary School. Trustees are elected at the Annual General Meeting which is normally held in September.

Under the constitution, there must be a minimum of 6 and not more than 30 elected Trustees at any time.

Details of all Trustees who served during the financial year are provided on page 2.

OBJECTIVES & ACTIVITIES

Charitable Purpose

The aims of the Group are to raise funds and promote social activities for Bearsden Primary School (“ the school”). Its objectives are to provide the advancement of education through:

Activities

During the year the Group co-ordinated the annual sponsored Walk, sponsored Readathon and Sponsored Run, managed a School Lottery and administered a Christmas and Summer Fair and Raffle. The Group also organised a ladies night and Halloween party.

In addition, the Group continued to manage the sale of a small amount o f school uniform.

The financial benefit from each event is detailed in the notes to the accounts.

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FINANCIAL REVIEW

The main source of funding continues to be from organising social events and fundraising activities.

Donations to the School during the year totalled £21,935.

Reserves Policy

The Trustee’s policy is to maintain sufficient reserves to meet 6 months of standard donation requests from the school.

PLANS FOR FUTURE PERIODS

The Trustees will continue to liaise with the Head Teacher to understand the best ways for the Group to financially support the ongoing needs of the pupils and the school. The Trustees will collectively agree the quantum and use of all donations made to the school throughout the year.

Approved by the Trustees on 21 March 2026 and signed on their behalf by:

January Morgan-White Chair

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Bearsden Primary School Fundraising Group Year ended 30 June 2025

Independent Examiner’s Report to the Trustees of the Bearsden Primary School Fundraising Group

I report on the accounts of the Group for the year ended 30 June 2025 which are set out on pages 6 to 9.

Respective responsibilities of Trustees and Examiner

The Group’s Trustees are responsible for the preparation of the accounts in accordance with the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The Group’s 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.

Basis of Independent Examiner’s Statement

My examination is carried out in accordance with Regulation 11 of the Charities Accounts (Scotland) Regulations 2006 (as amended). An examination includes a review of the accounting records kept by the Group 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

  2. (a) to keep accounting records in accordance with Section 44 (1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations, and

  3. (b) to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations have not been met, or

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

Hope Rodger ACCA

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Bearsden Primary School Fundraising Group Statement of Receipts & Payments for year ended 30 June 2025

Note Year to 30 June
2025
Year to 30 June
2024
£
Receipts:
Unrestricted Funds
Uniform Sales 306 1,471
FundraisingEvents 3 21,141 3,496
FundraisingActivities 4 7,898 7,680
Additional Donations 5 1,881
ShoppingCommission - -
Total Receipts 31,226 12,647
Payments:
Unrestricted Funds
Uniform Purchases - 1,206
FundraisingEvents 6 5,267 1,498
FundraisingActivities 7
- 85
Donations ~~8~~ 21,935 5,885
Other Costs 27
(service charge)
-
Total Payments 27,228 8,674
(Deficit) / Surplus for theyear 3,998 3,973
Statement of Balances as at 30 June 2025 As at 30 June 2025 As at 30 June 2024
Funds Reconciliation £ £
Balance Brought Forward 6,086 7,878
(Deficit) / Surplus 3,998 3,973
Balance as at 30 June 10,083 6,086
Represented by
Restricted Funds - -
Unrestricted Funds 10,083 6,086
10,083 6,086
Bank of Scotland
BPS FundraisingGroupAccount 10,083 6,086
BPS Uniform Account Now Closed Now Closed
10,083 6,086

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The Notes on pages 8, 9 & 10 form an integral part of these accounts.

Approved by the Trustees on 21 March 2026 and signed on their behalf by:

January Morgan-White Chair

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Bearsden Primary School Fundraising Group Notes to the Financial Statements Year ended 30[th] June 2025

Note

These accounts have been prepared on the Receipts & Payments basis in accordance with the Charities & Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended).

All funds are unrestricted and may be used at the discretion of the Trustees in furtherance of the objectives of the Group.

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Year to 30 June
2025
Year to 30 June
2024
3 Income from Fundraisingevents: £ £
Christmas Fair & Raffle & Auction
Summer Fair & Raffle
Ladies Night
Halloween
10,630
9,175
938
398
1,650
1,176
670
-
21,141 3,496
4 Income from Fundraising activities:
Christmas Cards
Readathon
Sponsored Run
Sponsored Walk
Lottery
-
1,429
2,930
2,954
585
250
912
2,810
2,878
830
7,898 7,680
5Additional Donations
Asda Foundation Grant
PupilContribution
1,761
120
-
-
1,881
6 Costof Fundraising events:
Christmas Fair & Raffle
Summer Fair & Raffle
Ladies Night
Halloween
2,889
1,712
66
600
929
477
93
-
5,267 1,499
7 Cost of Fundraising activities:
Christmas Cards
Sponsored Walk
-
-
-
34
- 34
Year to 30 June 2025 Year to 30 June 2024
8 Donations made to Bearsden Primary School £
21,935
£
5,885

9

8 No Trustee received any remuneration in relation to their position as Trustee of the Group

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