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2022-12-31-accounts

WALKERN PRESCHOOL

CHAIR’S REPORT – FINANCIAL YEAR 2023

1. Overview of the Preschool

2. Finance

Total Income £123,539
Total Expenditure £128,420
Net £4881

3. Committee

4. Staff

5. Children on role

6. Ofsted

7. Toddler Group

8. The Future

Charity number: 1027055

Charity number: 1027055

Walkern Pre-School

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 December 2022

Walkern Pre-School Contents Page For the year ended 31 December 2022

Report of the Trustees 1 to 2
Independent Examiner's Report to the Trustees 3
Statement of Financial Activities 4
Statement of Financial Position 5
Notes to the Financial Statements 6 to 8
Detailed Statement of Financial Activities 9 to 10

Walkern Pre-School Report of the Trustees

For the year ended 31 December 2022

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 December 2022. 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 the Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The aims of the Pre-School are to enhance the development and education of children primarily under statuatory school age by encouraging parents to understand and provide for the needs of their children through community groups and by: (a) offering appropriate play, education and care facilities, family learning and extended hours groups, together with the right 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 whatever their race, culture, religion, means or ability: (b) encouraging the study of the needs of such children and their families and promoting public interest in the recognition of such needs in the local areas: (c) instigating and adering to and furthering the aims and objects of the Pre-School Learning Alliance (now known as the Early Years Alliance).

The trustees have considered the Charity Commision's guidance on public benefit, including the guidance 'public benefit: running a charity (PB2)'.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Pre-school is governed by its constitution dated 22 May 2015.

Recruitment and appointment of trustees

The members of the Management Committee are also Trustees of the Charity. They are elected each year at the pre-schools annual general meeting, a minimum of 60% of the members must be family of children attending any of the pre-schools groups.

REFERENCE AND ADMINISTRATIVE INFORMATION

Name of Charity Walkern Pre-School Charity registration number 1027055 Principal address 117 High Street Walkern Stevenage Hertfordshire SG2 7NS

Trustees

The trustees and officers serving during the year and since the year end were as follows:

Clare Louise West (Appointed: 01 December 2021) Anthony Robert Macey Laura Ann McKeown Louise Anne Prior (Appointed: 17 September 2019) Hayley Louise Piper (Appointed: 15 November 2022) Suzanne Pilgrim (Appointed: 15 November 2022) Clare Adamson (Appointed: 15 November 2022)

1 of 10

Walkern Pre-School Report of the Trustees Continued

For the year ended 31 December 2022

Senior management

Independent examiners

Bankers

Jade Claridge (Administrator) Helen Flecknell (Pre-School Manager) Karen Lucas (Pre-School Manager) Claire West (Treasurer) Hayley Louise Piper (Chair) TaxAssist Accountants 255 Broadwater Crescent Stevenage Herts SG2 8ET Barclays Bank plc

Approved by the Board of Trustees and signed on its behalf by

............................................................................. Hayley Louise Piper

2 of 10

Walkern Pre-School Independent Examiners Report to the Trustees

For the year ended 31 December 2022

I report to the trustees on my examination of the accounts of the charity for the year ended 31 December 2022.

Responsibilities and basis of report

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

I report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners 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 Charity as required by section 130 of the 2011 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.

Brian Alexander

FFA FTA TaxAssist Accountants 255 Broadwater Crescent Stevenage Herts SG2 8ET

17 October 2023

3 of 10

Walkern Pre-School Statement of Financial Activities

For the year ended 31 December 2022

Notes Unrestricted 2021
funds
£ £
Income and endowments from:
Donations and legacies 2 98,787 75,575
Charitable activities
Education/Training 22,235 24,293
Other trading activites
Fund raising events 794 852
Shop income 593 956
Investments
Bank interest receivable 49 4
Other income
Other income 1 1,081 382
Total 123,539 102,062
Expenditure on:
Charitable activities
Education/Training (128,420) (111,132)
Total (128,420) (111,132)
Net expenditure (4,881) (9,070)
Reconciliation of funds
Total funds brought forward 80,725 89,795
Total funds carried forward 75,844 80,725

4 of 10

Walkern Pre-School Statement of Financial Position

As at 31 December 2022

Notes
Current assets
Debtors
Cash at bank and in hand
Creditors: amounts falling due within one year
6
Net current assets
Total assets less current liabilities
Net assets
The funds of the charity
Unrestricted income funds
7
Total funds
£
2022
844
73,602
74,446
1,398
75,844
75,844
75,844
75,844
75,844
£
2021
742
83,392
84,134
(3,409)
80,725
80,725
80,725
80,725
80,725

The financial statements were approved and authorised for issue by the Board and signed on its behalf by:

Hayley Louise Piper Trustee

5 of 10

Walkern Pre-School Notes to the Financial Statements

For the year ended 31 December 2022

1. Accounting Policies

Basis of accounting

The financial statements have been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and 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 (FRS 102), and the Charities Act 2011.

Walkern Pre-School meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

Going concern

2. Income from donations and legacies

Unrestricted funds
Donations received
Grants received
Donated goods and services
2021
2022
£
£
89
24
72,900
94,522
2,586
4,241
75,575
98,787

3. Net income/(expenditure) for the year

This is stated after charging/(crediting):

This is stated after charging/(crediting):
2022 2021
£ £
Accountancy fees - 1,282
Staff pension contributions 1,352 1,736

4. Staff costs and emoluments

Total staff costs for the year ended 31 December 2022 were:

Salaries and wages
Social security costs
Pension costs
2022
£
110,349
867
1,352
112,568
2021
£
91,155
-
1,736
92,891

6 of 10

For the year ended 31 December 2022

Walkern Pre-School Notes to the Financial Statements Continued

5. Comparative for the Statement of Financial Activities

The comparative year values on the Statement of Financial Activites are for unrestricted funds.

6. Creditors: amounts falling due within one year

Trade creditors
Other creditors
2022
£
(26)
(1,372)
(1,398)
2021
£
3,202
207
3,409

7. Movement in funds

Unrestricted Funds

Unrestricted Funds
Balance at Incoming Outgoing Balance at
01/01/2022 resources resources 31/12/2022
£ £ £ £
General
General 80,725 123,539 (128,420) 75,844
80,725 123,539 (128,420) 75,844
Unrestricted Funds - Previous year
Balance at Incoming Outgoing Balance at
01/01/2021 resources resources 31/12/2021
£ £ £ £
General
General 89,795 102,062 (111,132) 80,725
89,795 102,062 (111,132) 80,725

Purpose of unrestricted Funds

General

The provision of education and training to pre-school age children

7 of 10

Walkern Pre-School Notes to the Financial Statements Continued

For the year ended 31 December 2022

8. Analysis of net assets between funds

Unrestricted funds
General
General
Previous year
Unrestricted funds
General
General
Net current
assets /
(liabilities)
Net Assets
£
£
75,844
75,844
75,844
75,844
Net current
assets /
(liabilities)
Net Assets
£
£
80,725
80,725
80,725
80,725

8 of 10

Walkern Pre-School Detailed Statement of Financial Activities

For the year ended 31 December 2022

INCOME AND ENDOWMENT
Donations and legacies
Donations
Grants Receivable
Fundraising
Charitable activities
Fee Income
Lunches & Snacks
Income From Charitable Activities
Other trading activities
Sale Of Uniforms
Toddlers Club
Investments
Bank Interest Receivable
Other income
Other Income 1
Total incoming resources
EXPENDITURE
Charitable activities
Staff Costs - Wages & Salaries
Staff Costs - Pension Contributions
Equipment
Telephone
Uniforms
Photography
Food
Learning Resources
Fundraising Expenses
Subscriptions
Staff Training & Welfare
SUPPORT COSTS
Management
Stationery & Printing
Rent & Rates
Computer & Internet
Payroll Costs
Legal Fees
Cleaning (Health & Safety)
£
2022
24
94,522
4,241
98,787
18,926
2,099
1,210
22,235
794
593
1,387
49
49
1,081
1,081
123,539
(110,349)
(1,352)
(1,928)
(36)
(1,328)
-
(1,763)
(2,975)
(1,100)
(170)
(890)
(121,891)
(481)
(1,595)
(530)
(1,160)
(551)
(312)
£
2021
89
72,900
2,586
75,575
22,815
1,478
-
24,293
852
956
1,808
4
4
382
382
102,062
(91,155)
(1,736)
(201)
(30)
(863)
(196)
(755)
(2,461)
(6)
-
(992)
(98,395)
(1,691)
(7,775)
(49)
(468)
(181)
(219)

9 of 10

This page does not form part of the statutory financial statements

Walkern Pre-School Detailed Statement of Financial Activities Continued

For the year ended 31 December 2022

Repairs & Maintenance
Governance costs
Employers Ni Contributions
Accountancy Fees
Insurance
Bad Debts
Total resources expended
Net Expenditure
-
(4,629)
(867)
-
(1,033)
-
(1,900)
(128,420)
(4,881)
(22)
(10,405)
-
(1,282)
(926)
(124)
(2,332)
(111,132)
(9,070)

10 of 10

This page does not form part of the statutory financial statements

Charity number: 1027055

Walkern Pre-School

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 December 2022

Walkern Pre-School Contents Page For the year ended 31 December 2022

Report of the Trustees 1 to 2
Independent Examiner's Report to the Trustees 3
Statement of Financial Activities 4
Statement of Financial Position 5
Notes to the Financial Statements 6 to 8
Detailed Statement of Financial Activities 9 to 10

Walkern Pre-School Report of the Trustees

For the year ended 31 December 2022

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 December 2022. 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 the Republic of Ireland (FRS 102) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The aims of the Pre-School are to enhance the development and education of children primarily under statuatory school age by encouraging parents to understand and provide for the needs of their children through community groups and by: (a) offering appropriate play, education and care facilities, family learning and extended hours groups, together with the right 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 whatever their race, culture, religion, means or ability: (b) encouraging the study of the needs of such children and their families and promoting public interest in the recognition of such needs in the local areas: (c) instigating and adering to and furthering the aims and objects of the Pre-School Learning Alliance (now known as the Early Years Alliance).

The trustees have considered the Charity Commision's guidance on public benefit, including the guidance 'public benefit: running a charity (PB2)'.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The Pre-school is governed by its constitution dated 22 May 2015.

Recruitment and appointment of trustees

The members of the Management Committee are also Trustees of the Charity. They are elected each year at the pre-schools annual general meeting, a minimum of 60% of the members must be family of children attending any of the pre-schools groups.

REFERENCE AND ADMINISTRATIVE INFORMATION

Name of Charity Walkern Pre-School Charity registration number 1027055 Principal address 117 High Street Walkern Stevenage Hertfordshire SG2 7NS

Trustees

The trustees and officers serving during the year and since the year end were as follows:

Clare Louise West (Appointed: 01 December 2021) Anthony Robert Macey Laura Ann McKeown Louise Anne Prior (Appointed: 17 September 2019) Hayley Louise Piper (Appointed: 15 November 2022) Suzanne Pilgrim (Appointed: 15 November 2022) Clare Adamson (Appointed: 15 November 2022)

1 of 10

Walkern Pre-School Report of the Trustees Continued

For the year ended 31 December 2022

Senior management

Independent examiners

Bankers

Jade Claridge (Administrator) Helen Flecknell (Pre-School Manager) Karen Lucas (Pre-School Manager) Claire West (Treasurer) Hayley Louise Piper (Chair) TaxAssist Accountants 255 Broadwater Crescent Stevenage Herts SG2 8ET Barclays Bank plc

Approved by the Board of Trustees and signed on its behalf by

............................................................................. Hayley Louise Piper

2 of 10

Walkern Pre-School Independent Examiners Report to the Trustees

For the year ended 31 December 2022

I report to the trustees on my examination of the accounts of the charity for the year ended 31 December 2022.

Responsibilities and basis of report

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

I report in respect of my examination of the charity's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners 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 Charity as required by section 130 of the 2011 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.

Brian Alexander

FFA FTA TaxAssist Accountants 255 Broadwater Crescent Stevenage Herts SG2 8ET

17 October 2023

3 of 10

Walkern Pre-School Statement of Financial Activities

For the year ended 31 December 2022

Notes Unrestricted 2021
funds
£ £
Income and endowments from:
Donations and legacies 2 98,787 75,575
Charitable activities
Education/Training 22,235 24,293
Other trading activites
Fund raising events 794 852
Shop income 593 956
Investments
Bank interest receivable 49 4
Other income
Other income 1 1,081 382
Total 123,539 102,062
Expenditure on:
Charitable activities
Education/Training (128,420) (111,132)
Total (128,420) (111,132)
Net expenditure (4,881) (9,070)
Reconciliation of funds
Total funds brought forward 80,725 89,795
Total funds carried forward 75,844 80,725

4 of 10

Walkern Pre-School Statement of Financial Position

As at 31 December 2022

Notes
Current assets
Debtors
Cash at bank and in hand
Creditors: amounts falling due within one year
6
Net current assets
Total assets less current liabilities
Net assets
The funds of the charity
Unrestricted income funds
7
Total funds
£
2022
844
73,602
74,446
1,398
75,844
75,844
75,844
75,844
75,844
£
2021
742
83,392
84,134
(3,409)
80,725
80,725
80,725
80,725
80,725

The financial statements were approved and authorised for issue by the Board and signed on its behalf by:

Hayley Louise Piper Trustee

5 of 10

Walkern Pre-School Notes to the Financial Statements

For the year ended 31 December 2022

1. Accounting Policies

Basis of accounting

The financial statements have been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and 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 (FRS 102), and the Charities Act 2011.

Walkern Pre-School meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

Going concern

2. Income from donations and legacies

Unrestricted funds
Donations received
Grants received
Donated goods and services
2021
2022
£
£
89
24
72,900
94,522
2,586
4,241
75,575
98,787

3. Net income/(expenditure) for the year

This is stated after charging/(crediting):

This is stated after charging/(crediting):
2022 2021
£ £
Accountancy fees - 1,282
Staff pension contributions 1,352 1,736

4. Staff costs and emoluments

Total staff costs for the year ended 31 December 2022 were:

Salaries and wages
Social security costs
Pension costs
2022
£
110,349
867
1,352
112,568
2021
£
91,155
-
1,736
92,891

6 of 10

For the year ended 31 December 2022

Walkern Pre-School Notes to the Financial Statements Continued

5. Comparative for the Statement of Financial Activities

The comparative year values on the Statement of Financial Activites are for unrestricted funds.

6. Creditors: amounts falling due within one year

Trade creditors
Other creditors
2022
£
(26)
(1,372)
(1,398)
2021
£
3,202
207
3,409

7. Movement in funds

Unrestricted Funds

Unrestricted Funds
Balance at Incoming Outgoing Balance at
01/01/2022 resources resources 31/12/2022
£ £ £ £
General
General 80,725 123,539 (128,420) 75,844
80,725 123,539 (128,420) 75,844
Unrestricted Funds - Previous year
Balance at Incoming Outgoing Balance at
01/01/2021 resources resources 31/12/2021
£ £ £ £
General
General 89,795 102,062 (111,132) 80,725
89,795 102,062 (111,132) 80,725

Purpose of unrestricted Funds

General

The provision of education and training to pre-school age children

7 of 10

Walkern Pre-School Notes to the Financial Statements Continued

For the year ended 31 December 2022

8. Analysis of net assets between funds

Unrestricted funds
General
General
Previous year
Unrestricted funds
General
General
Net current
assets /
(liabilities)
Net Assets
£
£
75,844
75,844
75,844
75,844
Net current
assets /
(liabilities)
Net Assets
£
£
80,725
80,725
80,725
80,725

8 of 10

Walkern Pre-School Detailed Statement of Financial Activities

For the year ended 31 December 2022

INCOME AND ENDOWMENT
Donations and legacies
Donations
Grants Receivable
Fundraising
Charitable activities
Fee Income
Lunches & Snacks
Income From Charitable Activities
Other trading activities
Sale Of Uniforms
Toddlers Club
Investments
Bank Interest Receivable
Other income
Other Income 1
Total incoming resources
EXPENDITURE
Charitable activities
Staff Costs - Wages & Salaries
Staff Costs - Pension Contributions
Equipment
Telephone
Uniforms
Photography
Food
Learning Resources
Fundraising Expenses
Subscriptions
Staff Training & Welfare
SUPPORT COSTS
Management
Stationery & Printing
Rent & Rates
Computer & Internet
Payroll Costs
Legal Fees
Cleaning (Health & Safety)
£
2022
24
94,522
4,241
98,787
18,926
2,099
1,210
22,235
794
593
1,387
49
49
1,081
1,081
123,539
(110,349)
(1,352)
(1,928)
(36)
(1,328)
-
(1,763)
(2,975)
(1,100)
(170)
(890)
(121,891)
(481)
(1,595)
(530)
(1,160)
(551)
(312)
£
2021
89
72,900
2,586
75,575
22,815
1,478
-
24,293
852
956
1,808
4
4
382
382
102,062
(91,155)
(1,736)
(201)
(30)
(863)
(196)
(755)
(2,461)
(6)
-
(992)
(98,395)
(1,691)
(7,775)
(49)
(468)
(181)
(219)

9 of 10

This page does not form part of the statutory financial statements

Walkern Pre-School Detailed Statement of Financial Activities Continued

For the year ended 31 December 2022

Repairs & Maintenance
Governance costs
Employers Ni Contributions
Accountancy Fees
Insurance
Bad Debts
Total resources expended
Net Expenditure
-
(4,629)
(867)
-
(1,033)
-
(1,900)
(128,420)
(4,881)
(22)
(10,405)
-
(1,282)
(926)
(124)
(2,332)
(111,132)
(9,070)

10 of 10

This page does not form part of the statutory financial statements