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2023-08-31-accounts

Trustee Report 31[st] August 2023

We have had a very successful year, Covid is now a distant memory. We had healthy numbers of children all year through, which we can see reflected in our end of year accounts.

All the children that moved on to primary school in September, made the move confidently, something that we are proud of. We had good communication with the receiving schools.

We had a successful Nativity in December 2022 and a positive Open Day in July 2023, welcoming all our new starters. Our Leaver’s party at the end of July went well.

In April we had a sponsored driving test to raise money, this raised an amazing £827! The most money ever raised for sponsored event.

We are looking forward to next year and the successes it brings.

WHEELOCK PRE-SCHOOL

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR TO 31.08.23

INCOME
FEES
GRANT
FUNDRAISING
DONATIONS
SWEATSHIRT/ UNIFORM SALES
INTEREST RECEIVED
OTHER
EXPENDITURE
EMPLOYEE COSTS
PREMISES COSTS
STAFF UNIFORM
SWEATSHIRTS
REFRESHMENTS, FRUIT, SNACK
INSURANCE
TELEPHONE & INTERNET
FUNDRAISING
LEGAL, ACCOUNTANTS, STATUTORY
INDEPENDENT EXAMINER
STATIONERY & COPYING
TOYS, CRAFTS, GENERAL SUPPLIES
GIFTS & ENTERTAINING
FIXTURES & EQUIPMENT
TRAINING
MISC. & CONTRA ITEMS
OPERATING PROFIT/LOSS
BALANCE SHEET AS AT 31.08.23
ASSETS
CASH IN HAND
BANK CURRENT ACCOUNT
DEFERRED INCOME (Grant rcd for 23-24)
DEPOSIT ACCOUNT NO NOTICE (as at 31/07)
TOTAL ASSETS
RESERVES
GENERAL RESERVE AT START OF YEAR
GRANTS - restricted fund
OPERATING PROFIT/LOSS
RESERVES AT END OF YEAR
2023
2022
22,696.60
21,286.18
83,877.52
77,920.34
1,159.00
180.49
1,000.00
0.00
0.00
50.00
318.91
15.52
86.97
0.00
109,139.00
99,452.53
86,973.06
91,922.00
7,130.00
7,214.07
0.00
0.00
0.00
0.00
1,022.24
622.58
647.56
629.15
861.63
779.88
0.00
0.00
275.00
322.56
0.00
0.00
474.79
220.51
965.71
1,942.01
516.00
97.60
199.92
769.99
144.00
164.00
115.89
272.98
99,325.80
104,957.33
9,813.20
(5,504.80)
2023
2022
0.00
0.00
40,547.74
46,251.34
-
(15,818.13)
40,580.05
40,261.14
81,127.79
70,694.35
70,540.02
76,044.82
9,813.20
(5,504.80)
80,353.22
70,540.02
774.57
154.33
Year on Year
1,410.42
5,957.18
978.51
1,000.00
(50.00)
303.39
86.97
9,686.47
(4,948.94)
(84.07)
-
-
399.66
18.41
81.75
-
(47.56)
-
254.28
(976.30)
418.40
(570.07)
(20.00)
(157.09)
(5,631.53)
15,318.00
0
-5,703.60
15,818.13
318.91
10,433.44
-5,505
15,318
9,813.20

Jon Rouse & Co Lt( CHARTERED CERTIFIED ACCOUNTANTS . 23 Rookery Close Ettiley Heath Sandbach Cheshire CW113NJ Your Ref: Our Ref.. JR 21st November 2023 The Trustees Wheelock Pre-school Hancock Hall Crewe Road Sandbach Cheshire CW113RT Dear Trustees I have now completed my independent examination of the accounts of Wheelock Pre-school for the year ended 31 $1 August 2023. I have no concerns, nor have I come across any other matters during my examination that need bringing to your attention. l enclose the independent examiners report on the accounts for your attention. Finally. l enclose an account of our charges for the service provided. Kind Regards l_ / ACCA DirectrKs". JcA)athan Rwse F.C.C.A, ca￿ Rwse email on onrouse co uk 07984 937783. 01270 487713 Rryi#¥tyJ IC61L*15

CHARITY COMMISSION FOR ENGLAND AND WAIES Independent examinerfs report on the accounts Section A Independent Examiner s Report Report to the trustaesl members of V4heelock Pre-Sd)ool On accounts for the yoar ended 315t August 2023 Charfty no Ilf any) 1016691 Sot out on pages 1&2 I report to the trustees on my examination of the accounts of the above charty (Ihe Trusf) for the year erKJed 3110812023. Responslbllltles and of roport As the chanty's trustees. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Acr). I report in respect of my examination of the Trusfs accounts carried out under seclion 145 of the 2011 Act and in carying out my examination, I have followed all the applicable Directions given by the Charity Commission under 8e¢lion 14515)(b) of the Act. Indep•ndent I have corn￿8ted my examination. I confim that no material matters have examlnerfs stat•m•nt come to my attention in connection with the examination (other than that disclosed below ") which gives me cause to believe that in, any material respect.. the accounting records not kept in accordance with section 130 of the Charities Act,. or the accounts did not accord with the a￿Unting records., or the accounts did not comply with the applicable requ1￿ments ¢on¢eming the fonn and content of accounts set out in the Charities {A￿UnIS and Reports) Regulations 2008 other than any requirement that the accounts give a Yrue arKI fairf view which is not a matter consldered as part of an Inde￿￿thnt examination. I have no concerns and have c￿le across no other matters in connection with the examination to which attention should be drawn in this report in ordèr to enable a proper understanding of the accounts to be reached. ' Please delete the K*xds in the brackets rfthey do not 8ppIy. Slgnod: Name: Jonathan Rouse ACCA Relevant professlonal qualification(s) or body lif any): IER Oct 2018

Address: Jon Rouse & Co Limited. 23 Rookery Close. Ettiley Heath. Sandbach. Cheshire. CW113NJ Section B Disclosure Only complete rf the examiner needs to highlight material matters of conc8m (see CC32. Independènt examination of charty accounts. direcions and guidance for examiners). Givo here bri8f detall of any items that the 8xamlner wishes to dl$clo*•. IER Oct 2018