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2025-08-06-accounts

REGISTERED CHARITY NUMBER: 1025777

REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS

YEAR ENDED 6 AUGUST 2025

Leven Pre-School

Southgates Chartered Certified Accountants 9 Market Place Hedon East Yorkshire HU12 8JA

Leven Pre-School

CONTENTS OF THE FINANCIAL STATEMENTS for the Year Ended 6 August 2025

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 10
Detailed Statement of Financial Activities 11

Leven Pre-School

REPORT OF THE TRUSTEES for the Year Ended 6 August 2025

The trustees present their report with the financial statements of the charity for the year ended 6 August 2025. 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

The objective of the Pre-school is to enhance the development and education of children from the age of 2 years old until they start primary school. This is open to all children within the local community, regardless of race, culture, religion, means or ability. The strategy for doing this is to employ trained staff and provide suitable equipment which allows the Pre-school to work within the regulations and guidelines set by Ofsted.

ACHIEVEMENTS AND PERFORMANCE

During the past year the Pre-school has had a large intake of children with a few leaving this year to start their education at the local Primary schools. These children have left having already started to achieve many of the early learning goals. All children have been given the opportunity to learn through play, one to one learning and exploration in the enclosed nature park.

The committee continued to host a number of charity events, including a Halloween, Valentines and Easter party, alongside our annual race night. Refreshments, raffles and tombola were also hosted by committee at sports-day and graduation day events.

FINANCIAL REVIEW

The policy of the Trustees is to aim to keep between 3 and 6 months expenditure in reserve at all times. This will enable the Pre-school to keep running during the first term of the year when finances are always a struggle due to numbers of children falling.

The principle funding sources are fees received from parents, ERYC funding for 2, 3 and 4 years old for up to five sessions per week, fundraising run by the committee and occasionally grants that are available.

In 2019 it became apparent a large financial loss had been made due to fraudulent activity over several years by the previous treasurer. The total potential loss because of this fraud was £49,875. This treasurer was removed at the start of 2019 and extra financial policies have been implemented to ensure this does not happen again.

The previous treasurer pleaded guilty and was sentenced to time in prison in January 2022. Payments of £7,114.79 and £8,569.23 were received on 2 March 2023 and 3 March 2026 respectively. There has been no further payments made to the Pre-School since that date. Any amounts received will enable the Pre-School to improve its financial position.

FUTURE PLANS

The Trustees plan to continue the activities outlined above in the forthcoming years subject to satisfactory funding arrangements and continued demand by the local community.

The pre-school will continue to work within Ofsted Regulations.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

The constitution, which is the governing document, specifies the aims and powers of the pre-school and states the requirements for the election and running of a committee, when the AGM should be held and ensures that proper accounting records are kept, which comply with current legislation.

The Trustees are appointed at the AGM and can be parents/relatives of children who attend the pre-school, or anybody within the local community, who is not in paid employment by the pre-school. No other person can appoint a trustee.

The pre-school employ a manager who is not a trustee or member of the committee and therefore cannot vote on any decisions made.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1025777

Page 1

Leven Pre-School

REPORT OF THE TRUSTEES

for the Year Ended 6 August 2025

Principal address Leven Sports Hall North Street Leven East Yorkshire HU17 5NF

Trustees

Mrs R Cook (resigned 3/12/2025) Mrs E Forbes (resigned 31/8/2025) Mrs J H Richardson (resigned 31/1/2025) Mrs K Jordan (resigned 13/5/2026) Miss C Chappell (resigned 30/4/2025) Mrs L L Mix (appointed 1/10/2024) Mrs R J Hepworth (appointed 1/10/2024) Mrs M Jude (appointed 14/1/2026) M Blenkinsop (appointed 4/12/2025) Mrs E Jackson (appointed 4/11/2025)

Independent Examiner

Southgates Chartered Certified Accountants 9 Market Place Hedon East Yorkshire HU12 8JA

FUNDS HELD AS CUSTODIAN FOR OTHERS

There are no funds held as custodian trustees on behalf of others.

Approved by order of the board of trustees on 28 May 2026 and signed on its behalf by:

Mrs L L Mix - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF LEVEN PRE-SCHOOL

Independent examiner's report to the trustees of Leven Pre-School

I report to the charity trustees on my examination of the accounts of Leven Pre-School (the Trust) for the year ended 6 August 2025.

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.

Antony Rookes

Southgates Chartered Certified Accountants Hedon

28 May 2026

Page 3

Leven Pre-School

STATEMENT OF FINANCIAL ACTIVITIES

for the Year Ended 6 August 2025

2025
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
1,736
Other trading activities
2
115,243
Investment income
3
125
Total
117,104
EXPENDITURE ON
Charitable activities
Pre-school
88,554
NET INCOME
28,550
RECONCILIATION OF FUNDS
Total funds brought forward
1,078
TOTAL FUNDS CARRIED FORWARD
29,628
2024
Total
funds
£
100
70,638
119
70,857
70,434
423
655
1,078

The notes form part of these financial statements

Page 4

Leven Pre-School

BALANCE SHEET

6 August 2025

2025
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
7
3,707
CURRENT ASSETS
Debtors
8
508
Cash at bank
40,732
41,240
CREDITORS
Amounts falling due within one year
9
(15,319)
NET CURRENT ASSETS
25,921
TOTAL ASSETS LESS CURRENT LIABILITIES
29,628
NET ASSETS
29,628
FUNDS
10
Unrestricted funds
29,628
TOTAL FUNDS
29,628
2024
Total
funds
£
2,449
547
18,279
18,826
(20,197)
(1,371)
1,078
1,078
1,078
1,078

The financial statements were approved by the Board of Trustees and authorised for issue on 28 May 2026 and were signed on its behalf by:

L L Mix - Trustee

The notes form part of these financial statements

Page 5

Leven Pre-School

NOTES TO THE FINANCIAL STATEMENTS for the Year Ended 6 August 2025

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.

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.

Tangible fixed assets

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

Equipment - Straight line over 5 years
Fixtures and fittings - Straight line over 10 years
Furniture - Straight line over 5 years
Computer equipment - Straight line over 5 years

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

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

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.

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

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.

2. OTHER TRADING ACTIVITIES

Fundraising events
Fees from parents
ERYC funding
Other income
2025
£
200
14,522
100,521
-
115,243
2024
£
709
25,722
43,916
291
70,638

Page 6

Leven Pre-School

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 6 August 2025

3. INVESTMENT INCOME

Deposit account interest 2025
2024
£
£
125
119

4. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 6 August 2025 nor for the year ended 6 August 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 6 August 2025 nor for the year ended 6 August 2024.

5. STAFF COSTS

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

6.

Pre-school wages
No employees received emoluments in excess of £60,000.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Donations and legacies
Other trading activities
Investment income
Total
EXPENDITURE ON
Charitable activities
Pre-school
NET INCOME
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
2025
2024
6
5
Unrestricted
fund
£
100
70,638
119
70,857
70,434
423
655
1,078

Page 7

Leven Pre-School

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 6 August 2025

7. TANGIBLE FIXED ASSETS

7.
TANGIBLE FIXED ASSETS
Fixtures
and
Equipment
fittings
£
£
COST
At 7 August 2024
7,864
13,404
Additions
120
-
At 6 August 2025
7,984
13,404
DEPRECIATION
At 7 August 2024
7,144
12,950
Charge for year
353
175
At 6 August 2025
7,497
13,125
NET BOOK VALUE
At 6 August 2025
487
279
At 6 August 2024
720
454
8.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments
9.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade creditors
Taxation and social security
Other creditors
10.
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
TOTAL FUNDS
Fixtures
and
fittings
£
13,404
-
13,404
12,950
175
13,125
Furniture
£
3,141
2,614
5,755
1,866
948
2,814
Computer
equipment
£
1,076
-
1,076
1,076
-
1,076
2,941
1,275

At 7.8.24
£
1,078
1,078
Incoming
resources
£
117,104
117,104
-
-
2025
£
508

Page 8

Leven Pre-School

NOTES TO THE FINANCIAL STATEMENTS - continued for the Year Ended 6 August 2025

10. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 7.8.23 in funds 6.8.24
£ £ £
Unrestricted funds
General fund 655 423 1,078
TOTAL FUNDS 655 423 1,078

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 70,857 (70,434) 423
TOTAL FUNDS 70,857 (70,434) 423

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

Net
movement
At 7.8.23
in funds
£
£
Unrestricted funds
General fund
655
28,973
TOTAL FUNDS
655
28,973
At
6.8.25
£
29,628
29,628

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

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
187,961
187,961
Resources
Movement
expended
in funds
£
£
(158,988)
28,973
(158,988)
28,973

Page 8

Leven Pre-School

NOTES TO THE FINANCIAL STATEMENTS - continued

for the Year Ended 6 August 2025

11. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 6 August 2025.

Page 10

Leven Pre-School

DETAILED STATEMENT OF FINANCIAL ACTIVITIES for the Year Ended 6 August 2025

2025
£
INCOME AND ENDOWMENTS
Donations and legacies
Donations
1,736
Other trading activities
Fundraising events
200
Fees from parents
14,522
ERYC funding
100,521
Other income
-
115,243
Investment income
Deposit account interest
125
Total incoming resources
117,104
EXPENDITURE
Charitable activities
Wages
74,741
Pensions
1,317
Rent
3,000
Insurance
801
Subscriptions
738
Telephone
821
Administration
828
Food purchases
611
Consumables
362
Equipment and resources
785
Training
422
Sundries
290
Cleaning
237
Activities
235
Repairs and renewals
279
Depreciation of tangible fixed assets
1,476
86,943
Support costs
Governance costs
Accountancy
792
Payroll expenses
819
1,611
Total resources expended
88,554
Net income
28,550
2024
£
100
709
25,722
43,916
291
70,638
119
70,857
57,771
803
3,107
796
660
863
490
867
640
-
303
123
219
201
329
1,783
68,955
756
723
1,479
70,434
423

This page does not form part of the statutory financial statements

Page 11