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2022-04-05-accounts

Trustees' Annual Report for the period

Period start date Period end date Day Month Year Day Month Year From 06 04 2021 To 05 04 2022

Section A Reference and administration details

Shrewsbury Opportunity Group

Charity name Shrewsbury Opportunity Group

Other names charity is known by Opportunity Pre-school Registered charity number (if any) 1027151

Charity's principal address off Primrose Drive

Shrewsbury Shropshire Postcode SY3 7TP

Names of the charity trustees who manage the charity

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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Chantal Worsdell Chairperson
2 Anne Wardrobe Treasurer
3 Helen Bishop Secretary
4 Alison Taylor
5 Dr Eleanor Damm
6 Maxine Smith
7 Juliette Freeman
8 Jessicah Kendrick
9
10
11
12
13
14
15
16
17
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Names of the trustees for the charity, if any, (for example, any custodian trustees)

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Name Dates acted if not for whole year
Georgina Gibbons
Edna Francis
Shona Tennyson-Collins
Jo Robins
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Names and addresses of advisers (Optional information)

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

Section B Structure, governance and management

Description of the charity’s trusts

Type of governing document PLA Model Pre-school Constitution 2008 (to Jan 2012)

(eg. trust deed, constitution) PLA Model Pre-school Constitution 2011 (from Feb 2012)

How the charity is constituted

Trustee selection methods

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

To enhance the development and education of children under statutory age

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Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

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Section D Achievements and performance

Summary of the main
achievements of the charity
during the year		 Following a period of closure alongside schools in Spring 2021, we were pleased
to come together as a community with staff and children accessing all sessions
again.
Our Staff
Since the Covid Pandemic, it has been very difficult to recruit and retain
qualified staff, especially to support our children with profound special needs.
We have maintained our staff team of five. There were still problems with staff
absence, all staff having Covid or enforced absence due to their children having
Covid.
We provided a placement for one of our committee to study for a Level 3 Early
Years Educator qualification attending one day a week at Opportunity.
One of our staff team completed their Foundation Degree in May.
Her Majesty the Queen awarded our Pre-School teacher a British Empire Medal
in the 2020 New Year’s Honours List.
The announcement of the award for services to education described her as “an
inspirational pillar of support within the Shropshire community” and added that
she is “widely recognised as being an ambassador for early years providers and
an expert in supporting children and young people with Special Educational
Needs and Disabilities (SEND)”.
She has not yet been able to go to the Royal Garden Party which was planned
for last summer, but was awarded her medal in May this year, in a ceremony at
Shrewsbury Castle. Lord Lieutenant Anna Turner presenting her medal and – on
behalf of Her Majesty the Queen – said;
"You have been awarded a BEM because you are exceptional. You have
improved other people’s lives and you are being recognised for this. I look at
you in awe; having heard and read the citations it makes me realise what
humanity is all about. I want to you to go away after today and realise how
grateful Her Majesty is of the work you do. We are very proud.”
Training
All training continued to be delivered virtually. Staff updated their
Safeguarding, First Aid and Food Hygiene qualifications when required.
Links with the community
Opportunity has a great community with many parts. It is made up of families,
our staff team, an enthusiastic committee, outside professionals and lovely
neighbours.
We really missed our community events, so we have been absolutely thrilled to
take part again in the Belle Vue Arts Festival and to begin to host our coffee
mornings for families.

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Section D Achievements and performance

Committee

At Opportunity our constitution is based on a parent-led model. The management committee is made up of families past and present, who give their time and skills freely and so generously. They are a strong and capable team with amazingly talented people on board, who draw from their wider experience to help us. We are especially grateful to the committee for bearing with us when we were unable to meet in person, and for keeping up to date with us through virtual meetings.

Our AGM was once again held virtually.

Section E Financial review

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Brief statement of the charity’s policy on reserves

Reserves are maintained to meet -:

Details of any funds materially in deficit

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s)

Full name(s) Anne Wardrobe Position (eg Secretary, Chair, Treasurer etc)

Date 26th January 2022

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Charity Name No (if any)
Shrewsbury Opportunity Group 1027151
Receipts and payments accounts CC16a
For the period Period start date Period end date
To
from 06/04/2021 05/04/2022
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest
to the nearest £ to the nearest £ to the nearest £ to the nearest £
£
A1 Receipts
School Fees 8,918 - - 8,918 1,971
LEA Funding 43,774 - - 43,774 63,007
Fundraising - - - - -
Donations - - - - -
Interest/Miscellaneous 1 - - 1 47
Utilities (Refund) 922 - - 922 -
Training 194 - - 194 -
Miscellaneous 2,000 - - 2,000 -
HMRC Grants 4,059 - - 4,059 7,722
Sub total (Gross income for
59,868 - - 59,868 72,747
AR)
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 59,868 - - 59,868 72,747
A3 Payments
Salaries 72,466 - - 72,466 73,853
Educational Resources 1,412 - - 1,412 4,928
Snacks/Miscellaneous 1,279 - - 1,279 1,350
Insurance 1,890 - - 1,890 1,875
Utilities 3,058 - - 3,058 3,442
Building/Grounds/Fittings 215 - - 215 1,144
Admin/Legal 1,295 - - 1,295 85
Refund 2,000 - - 2,000 -
Training 415 - - 415 100
Sub total [ 84,030 ] - - 84,030 86,777
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
Sub total [ - ] - - - -
Total payments 84,030 - - 84,030 86,777
Net of receipts/(payments) - 24,162 - - - 24,162 - 14,030
A5 Transfers between funds - - - - -
A6 Cash funds last year end 103,636 - - 103,636 -
Cash funds this year end 79,474 - - 79,474 - 14,030
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CCXX R1 accounts (SS)

01/02/2023

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
4 Bay demountable classroom unit
PCs x 2, Epson printer, Fax machine
Furniture + specialist furniture
Indoor/Outdoor play equipment/toys
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
38,085
-
7,919
-
33,468
-
79,472
-
Agreement Error
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Anne Wardrobe		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
22nd Nov 2022

CCXX R2 accounts (SS)

01/02/2023

2

(HARITY (OMMISSION Independent Examiner's Report on the Accounts Section A Independent Examiner's Report Report to the tiustees/fflembeis of ShRtWSBiJRy Of FoRfuNI ITY CrROU P On accoutrt5 for the yeai ended JE4E4 charity no (il any) Set out on pages Iremtfflbeito ￿KI￿￿eth¢pa9enUfft￿e1s￿l?￿OltIQn￿l sleets) Respertive responsibililies ol trnstees and examiner thwity's tIUStees afe ie5ponsible foi Ihe prepafalion ol the accounts. The chaiity's trustees considei Ihal an audit is not requiied lor this year under sectiofi 144 of the Chawities Art 2011 (the Chaiities Acl) and that an independent examination is rseeded. It is my iespons4bility to= examine the accounts vnder se(tion 145 of the Charilies Ad. to follow ihe ptoceduies laid down in the general Oifertions given by the Charity Cotnmi55ion (unde¥ sertion 145{5){b) of the Charilies Adl, aTrd to state wheiher particulaF fflatteis have come to my attention. Basis of independent examinerfs statement My exarnination was carried out in accofdance with general Directions given by the chaflty Commission. An examination Includes a review ol the accounting records kept by the chaiity and a iotnpaiisoTr ol the accounts pieseRted with those records. It a150 inilude5 consideration ol any unusual itetns 01 disclosuie5 in the accounts. and seeking explanations from the tFUStees conieining any such tnalte15. The pioceduies undertaken do not provide all the evidenie that would be required in an audit, and consequently no opknion is given as to whether Ihe accoufits present a 'lrue and lair. view and the repoil is litniled to those malteis sel out an the statetnent below. Independeftt examiner's statement In connection wrth my examinatioo no matter has come to my attention (other than that disclosed below-)= {1) which give5 ffle reasonable cause to believe that in. any material respeit. the iequirement5-. to keep accounting records in accordan￿ with se(tion 130 01 the Chaiities Ad- to piepare accounts which atcoid with the accounting records and comply with the aciounting requirements ol the Charities Act have not been met,. or 12) to which. in tny opinion. attention should be diawn ITr oidei to enable a piopei undeistanding ol the accounts to be leached. "He05e delete Ihe words in rhe brockets if they do not oppty. Signed Oaie Lkl, IL3. Name Relevant professional qualitiiation(s) or body {il any) A6.A. Address SYL 6trJA IER Maich 2012

Section B Disclosure Only complete if the examiner need5 to highlight tn6leiial piobleffls Give here brief delails of any iletns that the ex6fftinei w15hes to disd05e IER Mar(h 2012