## **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** **----- Start of picture text -----**
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
**----- End of picture text -----**
**Names of the trustees for the charity, if any, (for example, any custodian trustees)** **----- Start of picture text -----**
Name Dates acted if not for whole year
Georgina Gibbons
Edna Francis
Shona Tennyson-Collins
Jo Robins
**----- End of picture text -----**
March **2012** **TAR** 1 ## **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 - (eg. trust, association, company) Trustee selection methods - Elected by Members - (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** You **may choose** to include additional information, where relevant, about: - policies and procedures adopted for the induction and training of trustees; - the charity’s organisational structure and any wider network with which the charity works; - relationship with any related parties; - trustees’ consideration of major risks and the system and procedures to manage them. ## **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 March **2012** **TAR** 2 **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: - policy on grantmaking; - policy programme related investment; - contribution made by volunteers. March **2012** **TAR** 3 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.| |---|---|---| March **2012** **TAR** 4 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** March **2012** **TAR** 5 **Brief statement of the charity’s policy on reserves** Reserves are maintained to meet -: - Potential annual losses incurred due to falling school numbers - Cost of major alterations/development of school building/grounds - Potential redundancy payments (deposit account) **Details of any funds materially in deficit** ## **Further financial review details (Optional information)** You **may choose** to include additional information, where relevant about: - the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. ## **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 March **2012** **TAR** 6 **----- Start of picture text -----**
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
**----- End of picture text -----**
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