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2024-07-31-accounts

Trustees’ Annual Report for the period

Period start date 01/08/2023 Period end date 31/07/2024

Charity name: Holbrook and District Preschool Playgroup

Charity registration number: 1019944

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 Our main objective is to provide all children
with a safe, secure and happy environment so
that they can grow using play and interaction
and understand the world more. We have
strong links with the Primary School especially
with the Foundation Class. This helps with the
transition for them when moving up to full time
school. At the setting we provide early years
education and out of school hour's care, within
a community-based environment. We have a
good stable team of highly motivated,
dedicated and skilled staff who work well as a
team to support each other and to encourage
the learning of all the children who attend. The
team use a wide range of resources and
activities to make the sessions varied and allow
a child led approach to elements of the play.
We use family as our Learning Journey system
which is based on the EYFS framework; this is
then passed on to the primary school to aid the
transition of the child and to help staff gain
knowledge of what that child has achieved so
far
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 During this accounting period we have
increased our fundraising efforts. The
committee are aware of the benefits our
preschool must make to the public and
community. We have been able to partake in
more activities/fundraising to benefit the
preschool. Both Staff and Committee have put
extra effort into liaising with other groups in
our community and have worked closely on
some key events. This has helped build
stronger ties and obtained extra help from
variousgroups to helpwith variousprojects.

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 We use a key person system which is efectve,
and we know our children very well. The
children become emotonally secure and are
setled and happy in their play. Staf are
allocated a Key Child in line with what sessions
they work, and we try our best to keep them
together as much as possible. We have had a
slightly higher than average staf turnover this
period, the remaining staf all share a passion
for what we are doing and where we are
headed. We have made close connectons with
other Preschools so that we can help to
support each other and to get advice. We are
always refectng on our practses and
environment to ofer the best care and
experiences for the children. The Manager
then identfes the needs of individual staf
members to support them with training that
will beneft them personally. We had very
minimal bad debt in this period and aged debt
contnues to be minimal amounts for short
tme periods as this is closely monitored by the
Administrator and the Commitee.

Additional information (optional)

Performance of fundraising
activities against objectives
set
Para 1.41 We have achieved our set out objectives
for fundraising events, We are hoping to
expand our fundraising for the forth coming
year.

Financial Review

Review of the charity’s
financial position at the end
of the period
Para 1.21 The Charity have a deposit account in
which we keep our reserves. Occasionally
we must use money from this account to
assist with cash flow in the current account,
once funds are available we return the
funds.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Deposit account, is for emergencies and
redundancies if required
Amount of reserves held Para 1.22 Year end : £18,516.09

Additional information (optional) You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)
The charity’s principal
sources of funds (including
any fundraising)
Para 1.47 Our main source of income comes from
government funding and parents fee’s, we
also fundraise to top up any areas revenue
is needed.

Structure, Governance and Management

Type of governing document Para 1.25 Constitution
How is the charity
constituted?
Para 1.25 We are members of the Early Years
Alliance and use their 2011 constitution
model.
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 Trustees are appointed by the current
committee members and are voted on at
the first available meeting.

Reference and Administrative details

Charity name Holbrook and District Preschool Playgroup
Other name the charity uses
Registered charity number 1019944
Charity’s principal address C/o Holbrook Primary School
The Street
Holbrook
IP9 2PZ

Names of the charity trustees who manage the charity

1
2
3
4
5
6
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Jamie Dumbleton Chairman September 2023
Danielle Harris Treasurer September 2023
Louise Bendell Secretary November 2022
HayleyWinter Trustee November 2022
Ettie Welham Trustee November 2018
Emma Rudd Trustee February2023

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address
adviser

Name of chief executive or names of senior staff members (Optional information)

Georgie Carter Setting Manager Danielle Rogers Setting Deputy Manager Holly Nelli Administrator

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above To the best of their knowledge.

Signed on behalf of the charity’s trustees

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Jamie Dumbleton
Signature(s) Danielle Harris
Mr Jamie Dumbleton
Full name(s) Mrs Danielle Harris
Position (eg Secretary, Administrator
Chair, etc)
Date 27/06/2024
27/06/2024
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