## **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|
01|Septe
mber|2024|To|
31|August|2025| Office of the Scottish **Charity Regulator** ## **Reference and administration details** **Charity name** Pitreavie PTC **Other names charity is known by Registered charity number SC47464 Charity’s principal address** Pitreavie Primary School Pitcorthie Drive Dunfermline **Postcode KY11 8AB** ## **Names of the charity trustees on date of approval of Trustees’ Annual Report** ||**Trustee name**|**Office (if any)**|**Dates acted if**
**not for whole year**|**Name of person**
**(or body) entitled to**
**appoint trustee (if any)**| |---|---|---|---|---| |**1**
**2**
**3**
**4**
**5**
**6**
**7**
**8**
**9**
**10**
**11**
**12**
**13**
**14**
**15**
**16**
**17**
**18**
**19**
**20**|Gemma Brailey|Chairperson|Appointed 23/10/24|| ||Daniel Watson|Treasurer|Appointed 23/10/24|| ||Sharon Sorenson|Secretary|Appointed 23/10/24|| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| |||||| **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**| |---|---|---| |Kirsty Cargill||23/10/24 – 25/02/2024| |||| |||| |||| |**Structure, governance and management**||| |||| |**Type of governing document**
**Trustee recruitment and appointment**||| ||The charity is governed by a constitution detailing structure, governance
and management.|| ||The membership consists of parents/carers of children attending Pitreavie
Primary School as selected by the Parent Forum at the AGM.
Members of the Parent Council shall be appointed at the AGM. They shall
be elected for a one year term and be eligible for re-election. Parents shall
always form the majority of the Parent Council.
The Office Bearers will be Chairperson, Secretary, Treasurer and such
others as may be required. The office bearers will be elected by the
Parent
Council at the first meeting after the AGM.|| |||| |**Objectives and activities**||| |**Charitable purposes**
**Summary of the main activities**
**in relation to these objects**||| ||The advancement of education|| ||1. to promote close co-operation and communication between parents
and teachers
2. to study and discuss matters of mutual interest relating to the
education, welfare and experiences of pupils
3. to engage in activities which support and advance the education and
experiences of pupils attending the school
4. to promote partnership between the school, pupils and all parents
5. to work in partnership with the school to create a welcoming school
that is inclusive of all parents.|| **2** ## **APPENDIX 1** ## **Achievements and performance** |**Summary of the main achievements of**
**the charity during the financial period**|The board of trustees changed during the year, and the new board took
over the PTC. It organised the first event of the school year, a movie night
held just before Christmas, which was very successful and well attended
by pupils. We also held a spring disco, which was again well attended and
enjoyed by the pupils. These fundraising activities enabled the PTC to
raise funds to provide ties and bookbags for new starters and to support
the P7 leavers’ celebrations.| |---|---| ## **Financial review** |**Financial review**|| |---|---| |**Brief statement of the charity’s policy**
**on reserves**
**Details of any deficit**
**Donated facilities and services (if any)**|There will be a minimum reserve of £750 at any time and a maximum
reserve of £7,500| ||| ||| **3** ## **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** **Signature(s)** Daniel Watson _**OSCR will accept digital or typed signatures**_ **Full name(s)** DANIEL WATSON **Position (e.g. Chair)** TREASURER **Date** 29[th] MAY 2026 Enter SC No. below APPENDIX 2 Enter charity name below **SC047464** ## **Pitreavie PTC** **----- Start of picture text -----**
Receipts and payments accounts
Period start date Period end date
For the period Day Month Year to Day Month Year
from
01 September 2024 31 August 2025
Section A Statement of receipts and payments
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 - 185
Legacies - -
Grants - 25,478
Receipts from fundraising activities 1,121 1,121 2,248
Gross trading receipts - -
Income from investments other than
land and buildings 45 45 95
Rents from land & buildings - -
Gross receipts from other charitable
activities - -
- -
A1 Sub total 1,166 - - - 1,166 28,006
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
A2 Sub total - - - - - -
Total receipts 1,166 - - - 1,166 28,006
A3 Payments
Expenses for fundraising activities 150 150 712
Gross trading payments -
Investment management costs -
Payments relating directly to charitable
activities -
Grants and donations - 28,141
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
Other -
-
A3 Sub total 150 - - - 150 28,854
A4 Payments relating to asset and
investment movements
Purchases of fixed assets -
Purchase of investments -
A4 Sub total - - - - - -
Total payments 150 - - - 150 28,854
Net receipts / (payments) 1,016 - - - 1,016 ( 847)
A5 Transfers to / (from) funds -
Surplus / (deficit) for year
1,016 - - - 1,016 ( 847)
**----- End of picture text -----**
APPENDIX 2 **Pitreavie PTC** **SC047464** **----- Start of picture text -----**
Section B Statement of balances
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
2,962 - - - 2,962 3,810
Surplus / (deficit) shown on receipts and
1,016 - - - 1,016 ( 847)
payments account
- - - - -
- - - - -
Cash and bank balances at end of year 3,978 - - - 3,978 2,962
(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 - -
Details Fund to which asset belongs Cost (if available) Current value (if 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 - -
Signed by one or two trustees Date of
on behalf of all the trustees Signature* Print Name
approval
DANIEL WATSON DANIEL WATSON 29 May 2026
**----- End of picture text -----**
Copy of Accounts / Statement of balances 2 December 2007 APPENDIX 2 **Pitreavie PTC** **SC047464** ## **Section C Notes to the Accounts** |**C3a Trustee remuneration**
**C4a Trustee expenses**
**C1 Nature and purpose of**
**funds**_(may be stated on_
_analysis of funds worksheets)_
**C2 Grants**
**C4b Trustee expenses -**
**details**
**C3b Trustee remuneration -**
**details**
**C6 Other information**
**C5 Transactions with trustees**
**and connected persons**|**Individual /**
**institution**
**Number of grants**
**made**
**£**
**-**
**£**
**Number of**
**trustees**
**£**
**Transaction**
**amount (£)**
**Balance**
**outstanding at**
**period end (£)**
The Purpose of the funds are to meet our aims and Objectives as committed to within the constitution
AIMS
The Advancement of Education, which will be achieved by the following methods:
1. to promote close co-operation and communication between parents and teachers
2. to study and discuss matters of mutual interest relating to the education, welfare and experiences of pupils
3. to engage in activities which support and advance the education and experiences of pupils attending the
school
**Type of activity or project supported**
**Nature of relationship**
**Nature of transaction**
**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)
**x**
If no expenses were paid to any charity trustee during the period then cross this box
(otherwise complete section 4b)
**x**
**Authority under which paid**
| |---|---| Copy of Accounts / Notes 3 December 2007 APPENDIX 2 **SC047464** ## **Pitreavie PTC** ## **Additional analysis (1)** ## **Analysis of receipts and payments** ## **1 Donations** **----- Start of picture text -----**
Unrestricted Expendable Permanent Total current
funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
-
- 185
-
-
Total - - - - - 185
- - - - - -
2 Grants
Unrestricted Total current
funds Restricted funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £
SCLF (meant for school paid to PTC in error, whole - 25,478
t i t h l h 476) -
-
-
Total - - - 25,478
- - - -
3 Gross receipts from other charitable activities
Unrestricted Expendable Permanent Total current
funds Restricted funds endowment funds endowment funds period Total last period
to nearest £ to nearest £ to nearest £ to nearest £ to nearest £ to nearest £
- -
- -
- -
- -
-
-
-
-
Total - - - - - -
- - - - - -
**----- End of picture text -----**
## **4 Payments relating directly to 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 £**| |---|---|---|---|---|---|---| ||||||**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**|| |**Total**|**-**|**-**|**-**|**-**|**-**|**-**| ||-|-|-|-|-|-| Copy of AccountsAdditional notes (1) December 2007 APPENDIX 2 **SC047464** ## **Additional analysis (2)** **----- Start of picture text -----**
5 Breakdown of unrestricted funds
Main fund Unrestricted Unrestricted Unrestricted
fund 2 - enter fund 3 - enter fund 4 - enter
name of fund name of fund name of fund
below below below
Total Total
unrestricted unrestricted
funds funds last period
Receipts
Donations - 185
Legacies -
Grants - 25,478
Receipts from fundraising activities 1,121 1,121 2,248
Gross trading receipts - -
buildings - 95
Rents from land & buildings - -
Gross receipts from other charitable activities 45 45 -
Sub total 1,166 - - - 1,166 28,006
-
Receipts from asset & investment sales
Proceeds from sale of fixed assets -
Proceeds from sale of investments -
Sub total - - - - - -
Total receipts 1,166 - - - 1,166 28,006
-
Payments
Expenses for fundraising activities 150 150 712
Gross trading payments -
Investment management costs -
Payments relating directly to charitable activities -
Grants and donations - 28,141
Governance costs: -
Audit / independent examination -
Preparation of annual accounts -
Legal costs -
-
-
Sub total 150 - - - 150 28,854
-
Payments relating to asset and investment
movements
Purchases of fixed assets -
Purchase of investments -
Sub total - - - - - -
-
Total payments 150 - - - 150 28,854
-
Net receipts / (payments) 1,016 - - - 1,016 ( 847)
Transfers to / (from) funds -
Surplus / (deficit) for year 1,016 - - - 1,016 ( 847)
-
Nature and purpose of funds
To advance and enrich the education of pupils attending Pitreavie Primary School
**----- End of picture text -----**
Copy of AccountsAdditional notes (2) December 2007 APPENDIX 2 **Pitreavie PTC** **SC047464** ## **Additional analysis (3)** ## **6 Breakdown of restricted funds** **----- Start of picture text -----**
Restricted fund Restricted fund Restricted fund Restricted fund
1 - enter name of 2 - enter name of 3 - enter name of 4 - enter name of
fund below fund below fund below fund below
Total restricted Total restricted
funds funds last
period
Receipts
Donations -
Legacies -
Grants -
Receipts from fundraising activities -
Gross trading receipts -
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 - - - - - -
-
**----- End of picture text -----**
## **Nature and purpose of funds** To advance and enrich the education of pupils attending Pitreavie Primary School Copy of AccountsAdditional notes (3) December 2007 APPENDIX 3 OSCR kottth (Jwty Regukor Independent examinerfs report on the accounts Report to th• Chatity nam8 tn￿tEe51Members of Pitreavie PTC Reglstorod charfjty SC047464 numbor On the ac¢ounts of thè Charlty fortha ￿rIOd Period start date Period end date k4onth Awst Year 01 31 2025 Set out on pa￿¥ rmntrfrs Resp8cti￿ The charty's tru5tee5 ￿ ￿ponSIble for the preparation of the a¢counts in a¢Gordan¢e rosponsibilitses of wth the terms of the Charities and Trustee Investrnent ISwVand} 2005 Act and the trustees and examiner Charrties A¢￿￿nts IS¢otland} Regulations 21JJ6 {a5 amended}. The charty trustees C￿n$[der th* the audit requirement of Regutatton 10111 Id) of the Accounts Regulation$ does not appty. It is my responsibilty lo examine the accounts as required under section 44(1) {cl of the Act arwj to state ￿￿ether parti￿lar rnatter5 have come to my attention. Basls of independont My examination is carTied (xrt in accordance wth Regulation 11 ofthe 20C6 Accounts gxaminefs 5tstefflwrt Regulatiorks. An examinab.on indudes a review of the acLxyJnttng records kept by the charity and a comparison of the accounts presented wrth those ￿ords. It also include5 consideration of arky urÈusual rtems or disclosures in the accounts and seeks exptanab.ons from the trustee5 COr￿nIng any such matters. The F￿OcedureS undertaken do not provide all the evidence that wuld be required in an audit and, consequenlly, I do not express an aLKIrt opfftw cffi the view gr4en by the a￿ts. Independont oxamin*$ In the course of my examinati)n, no matter has cmie to my attention lother than that statsment disctosed on the attached page whtch gives me rea50fth￿ cause to believe that in any material tespe¢t the requirements.. to keep accountr.ng records Fn accordance WTih section 44111 (al of the 2005 Act and Regulath)n 4 of the 2006 Accounts RegU￿ttonS, and lo prepare accounts which acc(Kd ￿ Ihe awunling records arKI compty ￿th Regulation 9 oflhe 2W6 Accwts RegUla￿￿S have not been nrt or 2. to whith, in my opinion. atten￿"On should be drawn in order to enab5e 8 pwoper understanding of the acu)ur)ts lo be reathed. Sig￿. Nama: KrySt￿a Rolevant profassional qualification(sl or body Association of Chartered Certif led Accountants Ill any): Dats: 2q Ios iaoz6 alczewska Addross". 29 Dalcross Way Dunfer]nline KY12 7RT fthlowing pw. - OSCR Y4￿1 8¢￿pt￿l￿ts1 ortypgJ SwJ￿H APPENDIX 3 Disclosure section Only compkts rf ts examin￿ needs to highlvJht material problems Givo horn brlgf datslls of any items that th• examiner bsry$hes to dls¢l¢)s•