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2025-08-31-accounts

Under Fives Roundabout Warwick Road Cambridge CB4 3HN

13 May 2026

Our ref: JLLB/AYH/UN0003/6461632

Dear Amy and Ro

Accounts Year Ended 31 August 2025

I have pleasure in sending over on Adobe Sign final accounts for Under Fives Roundabout for the year ended 31 August 2025 which have been prepared in accordance with the records and other information supplied by you.

If you are happy with the accounts I shall be grateful if you will each approve the document in turn where indicated on Adobe Sign.

Once you have approved the accounts we will approve the Independent Examiner’s Report and you will receive a final copy for your retention.

Should you have any queries on the above or indeed any other matter please do not hesitate to contact me.

Yours sincerely

Adam Hehir Manager

Tel: 01223 420721 Email: adam.hehir@ensors.co.uk

Encs

Under Fives Roundabout Charity no: 1027240

Report and Financial Statements for the year ended 31 August 2025

Contents

Trustees’ Annual Report 1‐5
Independent Examiner’s Report on the Accounts 6
Statement of Financial Activities 7
Balance sheet 8
Notes forming part of the financial statements 9‐16

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Trustees’ Annual Report

Reference and administration

Charity name Under Fives Roundabout Registered charity number 1027240 Address Warwick Road Cambridge CB4 3HN Independent examiner Joanna Boatfield FCA, DChA Ensors Victory House Vision Park Chivers Way Histon Cambridge CB24 9ZR Trustees Amy Joubert – Chair (Appointed on 14 January 2026) Akira Wilson – Chair (Appointed on 26 November 2024) Louise Andrew – Chair (Resigned on 26 November 2024) Rohanne Price Dorothy Spencer Alexandra Annett Samantha Minnaar Joanne Burke Olivia Keys (Appointed on 20 December 2024) Sophie Pearson (Appointed on 21 March 2025) Gyuzel Zarieva (Appointed on 10 November 2025) Helen Wade (Appointed on 10 November 2025) Elizabeth Brickley (Resigned on 1 March 2025) Grace Hawes (Resigned on 22 July 2025)

‐ 1 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Structure, governance and management

Constitution

Under Fives Roundabout (‘the charity’) is governed by a constitution adopted on 31 January 2007 based on the model constitution of the Early Years (previously Preschool Learning) Alliance.

Trustees

Trustees are usually appointed or re‐appointed at the Annual General Meeting held in October or November each year, although occasionally trustees may join or leave at different times of the year. Trustees typically serve for a period of between one and three years. The trustees meet at least six times a year.

Objectives and activities

The objectives of the charity are to enhance the development and education of children under statutory school age by encouraging parents to understand and provide for the needs of their children through community groups. The charityʹs main activity in relation to these objectives is the provision of a preschool facility and a toddler group in Cambridge during school term time.

The trustees have complied with their duty to have due regard to the guidance on public benefit published by the Charity Commission in exercising their powers.

Achievements and performance

Recruitment and Staffing

All involved with Roundabout were sad and moved to say goodbye to Dana Harrison at the end of the last academic year. Dana had dedicated several years of outstanding service to the setting. We also said goodbye to Yun Jeong Shin and Stacie Johnson.

We were pleased to welcome Daisy Pollitt, Louisa Alves and Chloe Miller.

We ran an anonymous employee survey at the end of the year, and the committee, along with Sam Capes, reviewed the feedback to help inform actions and improvements to staff welfare that can be delivered for the academic year ahead.

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

The committee would like to thank each one of our staff members for all their wonderful work, commitment and resilience this past year. You are an outstanding team, and you make Roundabout the special place it is. It was especially moving to reflect on all the amazing feedback that parents shared with the committee and staff at the end of the year.

Akira worked with Sam and Ro on a new pay scale which was confirmed with staff ahead of the 2025/2026 academic year. Rewarding staff to the full extent possible has been a key priority for the Committee over the past year and we were pleased that careful financial planning has allowed us to offer uplifts to colleagues.

Toddlers and Preschool

Attendance at toddlers’ group has been variable throughout the past year, with significant dips at certain times. To attempt to increase attendance, the committee used new posters in new locations and other direct mailings to publicise the group; and we saw a resulting uptick in attendance. Thank you so much to Sam (and Dana) for making time for these sessions.

Currently, we have 29 preschool aged children and 16 in their pre‐preschool year and are full to capacity, barring a couple of lunch and afternoon slots in the Squirrels room. We have a waiting list for both rooms.

For the academic year 26‐27, we currently have 52 children registered for their preschool year and 22 for their pre‐preschool year. We always need to continue promoting both toddlers and preschool to ensure healthy interest and numbers.

Fundraising, grants and funding

We had a full calendar of fundraising and community events. These included bake sales, a disco, preschool photos, Bag2School, Roundabout tea towels and a summer punting event (kindly hosted by Cambridge Punting Company).

We would like to thank everyone who has been involved in the fundraising events this year, whether they attended events, donated prizes or resources.

Some of the things made possible by donations and fundraising efforts in the past year have been plants for the garden and new play resources for preschool and toddler group.

Thank you so much to all the parents, carers and volunteers who have helped at Roundabout this year. We have been really appreciative of help with the maintenance of the grounds and garden, particularly a big effort from Matt Keys who dedicated a day to maintain all of the garden woodwork.

‐ 3 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Committee/Trustees

Changes to the Trustees in the past academic year included the departure of Elizabeth (Lizzy) Brickley, effective 1[st] March 2025, and Grace Hawes, effective 22[nd] July 2025. Thanks were extended to Lizzy and Grace on behalf of the committee, and all staff and parents, for their efforts.

Sophie Pearson was recruited into the role of Secretary.

Akira Wilson has continued as Chair and has overseen a high volume of work and a number of positive changes at the setting, and we all thank her for her efforts. Akira would be taking a period away from Chair duties when she welcomes a new baby later in November.

Committee meetings throughout the year continued to be held each half‐term, with high attendance and lively, engaging and productive discussions.

As the academic year ended, the Committee had engaged with existing and new parents about the role of the committee and had encouraged additional members to join.

Financial review

Result and funds

The charity recorded a surplus for the year of £43,892 (2024 ‐ £7,913 deficit).

Total funds increased from £250,850 at the start of the year to £294,742 at the end of the year. The Charity reserves amounted to £254,660 (2024 ‐ £200,202)

Reserves policy

It is the policy of the charity to maintain sufficient reserves to meet at least six months of its ongoing costs. Funding for its activities is provided by local government under the ‘Early Years’ funding scheme and by fees from parents. Early Years Funding is received in advance of each half term and fees from parents are received periodically throughout the term. Collectively this funding is sufficient to meet the charityʹs liabilities as and when they arise.

‐ 4 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Plans for future periods

We will continue to strive to provide the best Early Years Education experience at Roundabout for your children through the provision of a safe, structured and fun learning environment under the expert guidance and expertise of our wonderful team of staff.

The Committee will be putting into action over the next year, including bake sales, a summer punting event and disco event.

Statement of trustees’ responsibilities

Charity law requires the trustees to prepare financial statements for each financial year which show a true and fair view of the state of affairs of the charity and its financial activities for that period. In preparing those financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

19/05/2026

The above report was approved by the trustees on: ………………… and signed on their behalf by:

Amy Joubert (May 19, 2026 20:56:15 GMT+1) Amy Joubert

Chairperson

‐ 5 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Independent Examiner’s Report on the Accounts to the Management Committee of Under Fives Roundabout

I report to the trustees on my examination of the accounts of Under Fives Roundabout (the Trust) for the year ended 31 August 2025.

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 Act”).

I report in respect of my examination of the Trust’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 EXAMINERʹS 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 did not accord with those records; or

  3. the accounts did 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.

…………………………………………………………….. Joanna Boatfield FCA, DChA Ensors Victory House, Vision Park, Chivers Way, Histon, Cambridge CB24 9ZR Date: ……………………………………..

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Statement of Financial Activities

Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total funds
£ £
Note
Income
Donations 3 18,237 1,464
Charitable Activities 4 242,997 209,755
Other Trading Activities 5 3,431 8,392
Investment Income 6,795 275
__ _______
Total income 271,460 219,886
__ _______
Expenditure
Fundraising costs 6 (872) (1,187)
Charitable activities 7 (226,696) (226,612)
____ ____
Total Expenditure (227,568) (227,799)
_____ _____
Net movement in funds 43,892 (7,913)
Total funds brought forward 250,850 258,763
______ _______
Total funds carried forward 14 294,742 250,850
______ _______

All results relate to continuing operations.

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Balance sheet as at 31 August 2025

At 31 Aug At 31 Aug At 31 Aug At 31 Aug
2025 2025 2024 2024
£ £ £ £
Note
Fixed assets
Tangible fixed assets 10 40,082 50,648
Current assets
Debtors 11 2,445 1,113
Cash at bank 290,723 239,614
_ _
293,168 240,727
Creditors: amounts
falling due within
one year 12 (38,508) (40,525)
_ _
Net current assets 254,660 200,202
_ _
Total assets less 294,742 250,850
current liabilities
_ _
Funds of the charity
Unrestricted funds 14 294,742 250,850
_ _
Total funds 294,742 250,850
_ _

01/06/2026

Approved by the management committee on ………………….. and signed on its behalf by:

………………………………… Rohanne Price (Jun 1, 2026 09:15:34 GMT+1) ………….. Treasurer

‐ 8 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

Notes to the financial statements for the year ended 31 August 2025

1. Critical accounting estimates and judgements

In the application of the Charity’s accounting policies, the Trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

2. Accounting policies

Charity information

Under Fives Roundabout is a Registered Charity established on 18 October 1993. Its objectives are to enhance the development and education of children primarily under statutory school age by encouraging parents to understand and provide for the needs of their children through community groups.

Accounting convention The financial statements have been prepared in accordance with the Charityʹs declaration of trust, the Charities Act 2011, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP ʺAccounting 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)ʺ (effective 1 January 2019). The Charity is a Public Benefit Entity as defined by FRS 102.

The Charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a true and fair view. This departure has involved following the Statement of Recommended Practice for charities applying FRS 102 rather than the version of the Statement of Recommended Practice which is referred to in the Regulations but which has since been withdrawn.

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

2. Accounting policies (continued)

The financial statements are prepared in sterling, which is the functional currency of the Charity. Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

Going concern. At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. The charity has considered its forecasts and working capital requirements for a period of 12 months from the date of signing these financial statements. Thus, the trustees have adopted the going concern basis of accounting in preparing these financial statements.

Fees and related nursery income are recognised in the period where the service is provided.

Income from donations is recognised when there is evidence of entitlement to the gift, receipt is probable, and its amount can be measured reliably

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, 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 classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs which contribute to more than one activity and support costs which are not attributable to a single activity are apportioned between those activities on a basis consistent with the use of resources.

Unrestricted funds include fees and other incoming resources receivable or generated for the objects of the charity without specified purpose and are applied to all general expenditure.

Restricted funds are used for specific purposes as laid down by the donor:

Equipment fund grants receivable towards the purchase of play and learning equipment and expensed accordingly.

Property fund – donations and grants receivable towards the cost of construction of the leasehold building, and all such expenditure

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short‐ term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

2. Accounting policies (continued)

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses. Equipment is capitalised only if its cost exceeds £250. Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Leasehold land and buildings – 20 years, straight line basis Fixtures, fittings and equipment – 3 years, 4 years, 5 years, or 10 years, straight line basis.

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

Impairment of fixed assets. At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

Basic financial assets , which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities , including creditors and bank loans are initially recognised at transaction price. Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non‐current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

A defined contribution pension scheme is operated by the charity for the benefit of its employees. Contributions payable are charged to the statement of financial activities in the year they are payable.

3. Donations

. Donations
Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £
Donations 18,237 1,464

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

4. Charitable Activities

. Charitable Activities
Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £
Income from fees
Grants 70 240
Early Years Funding 195,795 162,812
Fees from parents and carers 47,132 46,703
242,997 209,755

5. Other Trading Activities

Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £
Events income
Summer Fete
Winter Fair 618
Income from sales
Commission on 199 145
photographs
Clothing, mugs, and tea 989 987
towels
Cake sales 1,488 644
Disco 119
Punting 445 500
Pizza 88
Cinema 131 190
Other 60 5,220
3,431 8,392

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

6. Fundraising costs

6. Fundraising costs
Year ended Year ended
31 Aug 2025 31 Aug 2024
TotalFunds TotalFunds
£ £
T‐shirts, bags etc 872 1,102
Christmas Books 52
Fair
Photos 27
Other 6
872
1,187
7. Charitable activities
Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £
Staff costs (note 9) 190,062 187,557
Rates 1,010 1,064
Utilities 2,450 1,783
Repairs 3,075 8,067
Cleaning 878 505
Printing, stationery and postage 62 162
Telephone and internet 491 570
Membership and subscriptions 1,763 454
Insurance 1,568 1,233
Equipment 1,092 727
Supplies 3,724 2,356
Training 441 554
Activities and trips 1,386 2,609
Other 2,199 2,212
Staff welfare 0 130
Depreciation (note 10) 13,658 14,138
Professional fees 97 35
223,956 224,156
Share of governance costs (note 8) 2,740 2,456
226,696 226,612

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

8. Governance Costs

8. Governance Costs
Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £
Accountancy
(including Independent
Examination) 1,680 1,590
Other Professional Services 1,060 866
___ __
2,740 2,456
___ __
9. Staff costs and
numbers
Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Funds Total Funds
£ £

Salaries and wages
177,565 178,631
Social security costs 7,272 3,825
Pension contributions 5,225 5,101
190,062 187,557

The average number of employees during the year was 11 (2024: 12). No employee received emoluments above £60,000 in the year or the previous year.

‐ 14 ‐

Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

10. Tangible fixed assets

Leasehold land &
Buildings
Fixtures, fittings
& equipment
£
£
Cost
At start of year
244,643
61,918
Additions
2,650
442
Disposals


At end of year
247,293
62,360
Depreciation
At start of year
195,783
60,130
Charge
12,261
1,397
Disposals


At end of year
208,044
61,527
Net book value at end
of year
39,249
833
At start of year
48,860
1,788
Total
£
306,561
3,092
309,653
255,913
13,658
269,571
40,082
50,648

11. Debtors

1. Debtors
31 Aug 2025 31 Aug 2024
Total Total
Funds Funds
£ £
Other debtors
Prepayments 2,445 1,113
_ _
2,445 1,113
_ _

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Under Fives Roundabout Report and Financial Statements for the year ended 31 August 2025

12. Creditors: amounts falling due within one year

31 Aug 2025 31 Aug 2024
Total Total
Funds Funds
£ £
Other creditors 7,235 1,928
Accruals 2,417 1,590
Deferred income 28,856 37,007
_ _
38,508 40,525
_ _

Deferred income represents funds received in advance for the Autumn term.

13. Transactions with related parties

No trustee, nor any persons connected with them, received any remuneration or reimbursed expenses during the year or previous year.

14. Analysis of net assets between funds

Year ended Year ended
31 Aug 2025 31 Aug 2024
Total Total
Funds Funds
£ £
Fixed assets 40,082 50,648
Current assets 293,168 240,727
Current liabilities (38,508) (40,525)
_ _
Net assets 294,742 250,850
_ _

‐ 16 ‐