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2025-08-31-accounts

St Michael's Extended School

Charity number 1019788

Annual Report and Financial Statements

for the year ending 31 August 2025

St Michael's Extended School

Annual Report and Financial Statements for the year ending 31 August 2025

Contents Page
Trustees' report 2
Examiner's report 3
Receipts and payments account 4
Statement of assets and liabilities 5
Notes to the accounts 6, 7

Prepared by the Greater Merseyside Community Accountancy Service

1

St Michael's Extended School

Trustees' report

The Trustees during the year were: Name

Position

Gaynor Fanning Lisa Edinborough Paul Forbes

The Nursery Manager of the charity during the year was Jenny Lyons

Method of appointment

Election annually by AGM, or interim appointment by trustees until next AGM.

Principal address Contact address St Michael's Catholic Primary School 6 Hanley Road St Michael's Road Widnes Ditton, Widnes, WA8 8TD WA8 8EL

Bankers

Yorkshire Bank Albert Road Widnes WA8 6JG

Governing document

Constitution adopted 3 December 1992 as amended 9 July 2003 and 11 April 2005.

Registration history

Registered 7 April 1993

Objects of the organisation

To enhance the development, education and care of children from ages 3-11 years by;

Offering appropriate play facilities and, together with the rights of parents, to take responsibility for and to become involved in the activities of such groups, ensuring that such groups offer opportunities for all children regardless of race, culture, religion or means;

Encouraging the study of the needs of such children and their families and promoting public interest and recognition or such needs in the local area.

Activities

Providing private and voluntary sector care and education facilities for children aged 3-11 which forms St Michael's Extended School. These facilities include a breakfast club, pre-school and after-school club.

Independent examiner

on behalf of:

Greater Merseyside Community Accountancy Service

St Marie's Lugsdale Road Widnes WA8 6DB

2

St Michael's Extended School

Independent examiner's report on the accounts of

St Michael's Extended School for the year ended 31 August 2025

I report on the accounts of the charity set out on pages 4 to 7

Respective responsibilities of the Management Committee and the examiner

As the charity's trustees you are responsible for the preparation of the accounts; you consider that the audit requirement of section 144 of the Charities Act 2011 (the Charities Act) does not apply and that an independent examination is needed.

It is my responsibility to:

q examine the accounts under section 145 of the Charities Act;

q to follow the procedures laid down in the General Directions given by the Charity Commissioner under section 145(5)(b) of the Charities Act: and

q to state whether particular matters have come to my attention.

Basis of Independent examiner's report

My examination was carried out in accordance with the General Directions given by the Charity Commission. 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 seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

have not been met; or

Jane Williams MAAT Greater Merseyside Community Accountancy Service

St Marie's Lugsdale Road Widnes WA8 6DB

3

St Michael's Extended School

Statement of Financial Activities for the year ended 31 August 2025

Notes
2025
Unrestricted
funds
£
Receipts
Fees
34,390
Bank Interest received
1,210
Other Income
(2)
86,822
Total receipts
122,422
Payments
Salaries and NICs
(3)
33,882
Payroll Costs
613
Training
-
Insurance
481
Fees
194
Professional fees
748
DBS
98
Recruitment
-
New container, works & equipment
22,738
Security
204
Resources
13,199
Telephone & Postage
706
Accountancy
225
Donation
-
Other expenses
-
Total payments
73,088
Net receipts / (payments)
49,334
Cash fund balances brought forward
62,925
Cash fund balances carried forward
112,260
2025
Restricted
funds
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
34,390
1,210
86,822
122,422
33,882
613
-
481
194
748
98
-
22,738
204
13,199
706
225
-
-
73,088
49,334
62,925
112,260
2024
Total
funds
£
26,488
2,226
10,230
38,944
29,376
659
122
1,009
46
-
-
130
-
-
7,487
582
225
184
390
40,210
(1,266)
64,191
62,925

4

St Michael's Extended School

Balance sheet

as at 31 August 2025

2025
Unrestricted
Fixed Assets
£
Tangible Assets
(5)
-
Total fixed assets
-
Current Assets
Debtors and prepayments
(6)
-
Cash at bank and in hand
(7)
112,260
Total current assets
112,260
Current liabilities:
amounts falling due within one year
Creditors and accruals
(8)
-
Total current liabilities
-
Net current assets / (liabilities)
112,260
Total assets less current liabilities
112,260
Creditors: amounts falling due after one year
-
Net assets
112,260
Funds
Restricted Funds
Unrestricted funds
112,260
Total Funds
112,260
2025
Restricted
£
-
-
-
-
-
-
-
-
-
-
-
-
2025
Total
£
-
-
-
112,260
112,260
-
-
112,260
112,260
112,260
-
112,260
112,260
2024
Total
£
-
-
-
62,926
62,926
-
-
62,926
62,926
62,926
-
62,925
62,925

The financial statements were approved at a meeting of the trustees held on and signed on its behalf by:

Chairperson

Treasurer

5

St Michael's Extended School

Notes to the accounts for the year ending 31 August 2025

1 Accounting Policies

a Basis of accounting

The Trustees have taken advantage of section 144 of the Charities Act 2011 and have prepared the accounts on a receipts and payments basis.

b Taxation

As a registered charity the organisation benefits from rates relief and is generally exempt from income tax and capital gains tax but not from VAT. Irrecoverable VAT is included in the cost of those items to which it relates.

The charity is not registered with the Gift Aid Scheme.

c Fund accounting

Funds held by the charity are either:

Unrestricted general funds

These are funds which can be used in accordance with the charitable objects at the discretion of the trustees.

Restricted funds

These are funds that 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.

Designated funds

These are funds set aside by the trustees out of unrestricted general funds for specific future purposes or projects.

Further explanation of the nature and purpose of each fund is included in the notes to the accounts.

d Policy on Reserves

Sufficient reserves are retained to cover the costs of an orderly closedown should the funding not continue, principally staff redundancy costs, with a margin to cover short-term fluctuations in cash flow and unforeseen expenditure.

6

St Michael's Extended School

Notes to the accounts continued

for the year ending 31 August 2025

2 Other Incoming Resources
Local Authority Funding
Preschool lunch
Cashback
Donations
3 Staff costs and numbers
Gross salaries
Other wages
Pension
2025
Unrestricted
funds
£
82,720
4,082
20
-
86,822
2025
Restricted
funds
£
-
-
-
-
-
2025
Total
funds
£
82,720
4,082
20
-
86,822
2025
£
33,882
-
-
33,882
2024
Total
funds
£
10,223
-
7
-
10,230
2024
£
28,395
847
134
29,376

The average number of employees during the year was 1.25

4 Trustee remuneration and expenses

During the period no trustee received remuneration (2024: 0)

5 Related party transactions

There were no related party transactions to report during the accounting period.

7