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2023-12-31-accounts

REGISTERED CHARITY NUMBER: 1003253

Report of the Trustees and

Financial Statements

for the Year Ended 31 December 2023

for

Middle Rasen Nursery

Middle Rasen Nursery

Contents of the Financial Statements for the year ended 31 December 2023

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Statement of Financial Position 6
Notes to the Financial Statements 7 to 11

Middle Rasen Nursery

Report of the Trustees for the year ended 31 December 2023

The trustees present their report with the financial statements of the charity for the year ended 31 December 2023. The trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The Principal aim of the charity is to advance the education of children, primarily but not exclusively below compulsory school age by;

Public benefit

The trustees have regard to the Charity Commission's general guidance on public benefit and always ensure that activities which we undertake are in line with our charitable objects and aims.

Volunteers

The charity actively encourages the use of volunteers to support them with delivering the charitable aims. Volunteers presently come from within the pool of members who are parents of those children enrolled with the nursery.

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

This past year the nursery and after school club have both been fully subscribed, with waiting lists in place for all ages.

We successfully ran our summer club which again was well supported by parents in need of childcare over the summer whilst they continued to work.

The nursery is extremely grateful for the support of The John Wilkinson Trust who have provided funding towards many things, including the leavers trip to Hall Farm, Tesco with their fair share boxes and food donations, Coop donating towards our breakfast and after school club, and the Middle Rasen Duck Race who have donated funds which were used to purchase outdoor puddle suits to ensure children are able to enjoy the outdoors in all weathers.

Fundraising activities

During the year the nursery continued with their fundraising efforts to raise funds towards a full garden revamp. A generous parent donated Coronation Bows which were sold in nursery and raised £52.

We raised £138 from the sale of refreshments at the school summer fair, and successfully hosted a bingo night which raised £257. The nursery staff hosted excellent Halloween and Christmas craft evenings, which raised a total of £372.

The nursery received a kind donation of £600 from Coop Community Champion scheme. Fundraising has continued to grow from strength to strength and the nursery are grateful to those involved in undertaking these activities, and to parents and members for supporting the events.

FINANCIAL REVIEW

Financial position

It has been a difficult year financially for the nursery, with the impact of rising staff costs and the increase in the cost of living, together with high maintenance costs for the nursery buildings putting a strain on nursery funds. The nursery increased its fees from September 2023 in order to ensure it is able to continue to provide its services to the community.

The nursery has recently moved invoicing to the Blossom system in order to provide a smoother billing process for both the nursery and its members.

Page 1

Middle Rasen Nursery

Report of the Trustees for the year ended 31 December 2023

FINANCIAL REVIEW

Reserves policy

The committee have established a policy whereby the free reserves, that being the unrestricted funds not committed or invested in tangible fixed assets held by the charity should be equivalent to approximately 3 months resources expended, which equates to £60,000 in general funds. At this level, the management committee feel they would be able to continue running the organisation in the event of a loss of all funding sources. At 31 December 2023 the free reserves were £65,040 and as such above the expected level, however the committee continue to monitor funds available.

Going concern

The trustees consider the charity to be a going concern. The nursery continues to go from strength to strength. There is a waiting list for places in the nursery setting and the charity is anticipating a surplus in the coming year following the increase to fees in order to cover overall running costs.

FUTURE PLANS

The nursery continues to explore the possibility of expanding its provision in order to eliminate the current waiting list for places. There is a particular need for out of school provision and we will work closely with the primary school to explore options for increasing the number of places available.

The future plans centre around the core aims of the charity which are to enhance the education of children. The nursery continues to look for the very best team to lead this provision, and has appointed a number of people since the year end who have enhanced an already great team.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its constitution and represents an unincorporated charity.

Recruitment and appointment of new trustees

New trustees are recruited from the membership pool, that being parents of the children the nursery cares for. In addition to this the board are always keen to speak with external parties who are interested in bringing their expertise to enhance the board.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1003253

Principal address

North Street Middle Rasen MARKET RASEN Lincolnshire LN8 3TS

Trustees

Mrs R Moreton Mrs V Coulby (resigned 18.10.23) Mrs K E Priestley (resigned 18.10.23) Mrs G Berry (resigned 18.10.23) Mrs C Snell J Langley Secretary H Long L Daubney (resigned 18.10.23) Mr N Hunt Mr A Withers-Adamson (resigned 18.10.23) E Harker (resigned 18.10.23) L J Palmer (resigned 18.10.23)

Page 2

Middle Rasen Nursery

Report of the Trustees for the year ended 31 December 2023

REFERENCE AND ADMINISTRATIVE DETAILS Independent Examiner

Nicholsons Chartered Accountants Newland House The Point Weaver Road LINCOLN Lincolnshire LN6 3QN

Approved by order of the board of trustees on 6 February 2026 and signed on its behalf by:

J Langley - Trustee

Page 3

Independent Examiner's Report to the Trustees of Middle Rasen Nursery

Independent examiner's report to the trustees of Middle Rasen Nursery

I report to the charity trustees on my examination of the accounts of Middle Rasen Nursery (the Trust) for the year ended 31 December 2023.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Steve Robinson ACA

Nicholsons Chartered Accountants Newland House The Point Weaver Road LINCOLN Lincolnshire LN6 3QN

6 February 2026

Page 4

Middle Rasen Nursery

Statement of Financial Activities

for the year ended 31 December 2023

2023
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
3,429
Charitable activities
4
Nursery Provision
227,960
Other trading activities
2
1,402
Investment income
3
8
Total
232,799
EXPENDITURE ON
Raising funds
-
Charitable activities
Nursery Provision
261,807
Total
261,807
NET INCOME/(EXPENDITURE)
(29,008)
RECONCILIATION OF FUNDS
Total funds brought forward
99,292
TOTAL FUNDS CARRIED FORWARD
70,284
2022
Total
funds
£
2,375
238,794
2,099
76
243,344
671
225,431
226,102
17,242
82,050
99,292

The notes form part of these financial statements

Page 5

Middle Rasen Nursery

Statement of Financial Position

31 December 2023

2023
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
7
5,244
CURRENT ASSETS
Debtors
8
5,086
Cash at bank
70,250
75,336
CREDITORS
Amounts falling due within one year
9
(10,296)
NET CURRENT ASSETS
65,040
TOTAL ASSETS LESS CURRENT
LIABILITIES
70,284
NET ASSETS
70,284
FUNDS
10
Unrestricted funds
70,284
TOTAL FUNDS
70,284
2022
Total
funds
£
5,570
9,535
89,826
99,361
(5,639)
93,722
99,292
99,292
99,292
99,292

The financial statements were approved by the Board of Trustees and authorised for issue on 6 February 2026 and were signed on its behalf by:

Mrs V Coulby - Trustee

The notes form part of these financial statements

Page 6

Middle Rasen Nursery

Notes to the Financial Statements for the year ended 31 December 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Donated services and facilities:

Donated services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and that economic benefit can be measured reliably.

On receipt, donated services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

Grants:

Income from grants, is recognised when the charity has entitlement to the funds, any performance conditions attached to the grants have been met, it is probable that the income will be received and the amount can be measured reliably and is not deferred.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Raising funds

Interest on funds held on deposit's is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 20% on reducing balance Fixtures and fittings - 20% on reducing balance Computer equipment - 20% on reducing balance

Taxation

The charity is exempt from tax and VAT on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Page 7

continued...

Middle Rasen Nursery

Notes to the Financial Statements - continued for the year ended 31 December 2023

1. ACCOUNTING POLICIES - continued

Fund accounting

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Pension costs and other post-retirement benefits

The charity operates a defined contribution pension scheme. Contributions payable to the charity's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Going concern

The charity's main source of income is from the provision of childcare services, both funded and non funded. The trustees confirm that they are not aware of any circumstances which indicate there will be any cessation of the provision of these services. Furthermore the charity continues to strive to generate additional funding where possible, and as such the financial statements are prepared on a going concern basis.

Financial instruments

The charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

2. OTHER TRADING ACTIVITIES

2023 2022
£ £
Fundraising events 1,402 2,099
3. INVESTMENT INCOME
2023 2022
£ £
Deposit account interest 8 76
4. INCOME FROM CHARITABLE ACTIVITIES
2023 2022
Activity £ £
Childcare services Nursery Provision 227,960 238,794

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 December 2023 nor for the year ended 31 December 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2023 nor for the year ended 31 December 2022.

Page 8

continued...

Middle Rasen Nursery

Notes to the Financial Statements - continued for the year ended 31 December 2023

6. STAFF COSTS

STAFF COSTS
Wages and salaries
Social security costs
Other pension costs
2023
£
194,444
7,932
3,348
205,724
2022
£
179,212
6,708
3,008
188,928

The average monthly number of employees during the year was as follows:

Nursery practitioners
Administration
No employees received emoluments in excess of £60,000.
7.
TANGIBLE FIXED ASSETS
Plant and
machinery
£
COST
At 1 January 2023
17,967
Additions
-
At 31 December 2023
17,967
DEPRECIATION
At 1 January 2023
16,143
Charge for year
365
At 31 December 2023
16,508
NET BOOK VALUE
At 31 December 2023
1,459
At 31 December 2022
1,824
8.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Prepayments
2023
11
1
12
Fixtures
and
Computer
fittings
equipment
£
£
12,894
7,272
788
-
13,682
7,272
11,205
5,215
337
412
11,542
5,627
2,140
1,645
1,689
2,057
2023
£
3,724
1,362
5,086
2022
11
1
12
Totals
£
38,133
788
2022
11
1
12
Totals
£
38,133
788
38,921
32,563
1,114
33,677
5,244
5,570
2022
£
8,189
1,346
9,535

Page 9

continued...

Middle Rasen Nursery

Notes to the Financial Statements - continued for the year ended 31 December 2023

9. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

2023 2022
£ £
Trade creditors 2,551 1,220
Other creditors 680 716
Accruals and deferred income 7,065 3,703
10,296 5,639
MOVEMENT IN FUNDS
Net
movement At
At 1.1.23 in funds 31.12.23
£ £ £
Unrestricted funds
General fund 99,292 (29,008) 70,284
TOTAL FUNDS 99,292 (29,008) 70,284
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 232,799 (261,807) (29,008)
TOTAL FUNDS 232,799 (261,807) (29,008)
Comparatives for movement in funds
Net
movement At
At 1.1.22 in funds 31.12.22
£ £ £
Unrestricted funds
General fund 82,050 17,242 99,292
TOTAL FUNDS 82,050 17,242 99,292
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 243,344 (226,102) 17,242
TOTAL FUNDS 243,344 (226,102) 17,242

10. MOVEMENT IN FUNDS

Page 10

continued...

Middle Rasen Nursery

Notes to the Financial Statements - continued for the year ended 31 December 2023

10. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1.1.22 in funds 31.12.23
£ £ £
Unrestricted funds
General fund 82,050 (11,766) 70,284
TOTAL FUNDS 82,050 (11,766) 70,284
A current year 12 months and prior year 12 months combined net movement in funds, included in t
above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 476,143 (487,909) (11,766)
TOTAL FUNDS 476,143 (487,909) (11,766)

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

11. RELATED PARTY DISCLOSURES

Various members of the board utilised the nursery provisions throughout the year, this was done so on normal commercial terms and at the same rates as other members.

Page 11