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2024-08-31-accounts

Charity Commission

Charity Commission Annual Return 2024

CHARLTON AND DISTRICT PLAYGROUP

Charity registration number: 1029766

Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2024.

Financial period ~~ee~~ Financial period start date 01/09/2023 Cn

Financial period end date

31/08/2024 Cn Income and spending ~~ee~~

Income £ £126,640 Cn Spending £ £126,418 ~~Ce~~

Number of contracts from government ~~ee~~

How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return?

0

Number of grants from government

How many grants did your charity receive from central government or a local authority during the financial period for this return?

0

Income breakdown

Donations and legacies (excluding Endowments Received)

£95,747

Charitable activities

£23,854

Other trading activities

£3,413

Investments

£678

Other

£2,948

Corporate donations

What was the value of your charity’s single highest value donation received from a corporate donor during the financial period of this return?

£0

Donations from individuals

What was the value of your charity’s single highest value donation received from an individual during the financial period of this return?

£200

Donations from related parties

What was the value of your charity’s single highest value donation received from a related party during the financial period of this return?

£0

Recipients of grants

Please round all figures to the nearest pound (do not enter decimal points or commas).Individuals

£0

Other charities

£0

Other organisations that are not charities

£0

Trustee payments

Excluding out of pocket expenses, for what were any of the trustees paid during the financial period for this return?

⊠ e. None of the trustees have been paid

Did any of the trustees resign and take up employment with your charity in the financial period of this return?

No

Income from outside the UK

Did your charity receive income from outside of the United Kingdom in the financial period of this return?

No

Delivering activities outside the United Kingdom

Did your charity deliver charitable activities outside of the United Kingdom in the financial period of this return?

No

Spending outside England & Wales

Did your charity spend funds outside of the United Kingdom in the financial period of this return?

No

Trading subsidiaries

Does the charity have any trading subsidiaries?

No

Charity contact details correct

Is the contact address displayed from the Register of Charities, correct?

Yes

Charity headquarters details correct

Is this the same address that you use as your charity's administrative headquarters?

Yes

Charity contact address

ST. THOMAS CHURCH

ENHAM LANE

CHARLTON ANDOVER SP10 4AN

Charity Headquarters address

ST. THOMAS CHURCH ENHAM LANE CHARLTON ANDOVER SP10 4AN

Property

Were any of your charity's properties held by holding or custodian trustees on behalf of your charity (excluding the Official Custodian) during the financial period for this return? No

Membership type

Is your charity part of a wider group structure with a parent body and subsidiary bodies?

no, the charity is not part of a wider group structure

Employment contract types

People were permanently employed by your charity

8

People were on fixed-terms contracts with your charity

0

Self-employed people were working for your charity

0

Total overseas employees

How many of the people above work on behalf of your charity outside of the United Kingdom?

0

Total employee payroll

What was the total amount spent on employee payroll during the financial period relating to this return?

£104,253

Employees' salaries

Did any of your charity's employees receive total employment benefits of £60,000 or more in the financial period of this annual return?

No

Governance policies

Internal charity financial controls policy and procedures

Yes

Safeguarding policy and procedures

Yes

Financial reserves policy and procedures

Yes

Complaints policy and procedures

Yes

Serious incident reporting policy and procedures

Yes

Internal risk management policy and procedures

Yes

Trustee expenses policy and procedures

Yes

Trustee conflicts of interest policy and procedures

Yes

Investing charity funds policy and procedures

Not applicable

Campaigns and political activity policy and procedures

Not applicable

Bullying and harassment policy and procedures

Yes

Social media policy and procedures

Yes

Engaging external speakers at charity events policy and procedures

Not applicable

Serious Incidents

Has your charity reported all Serious Incidents (including any historical incidents) that the charity became aware of during the financial period of this return?

There were no incidents to report

External risk and impact

Donations,

Unknown/No Change/Not Applicable

Other income - grants

Negative

Other income - contracts

Unknown/No Change/Not Applicable

Other income - investment

Unknown/No Change/Not Applicable

Expenditure on charitable activities

Unknown/No Change/Not Applicable

Expenditure on overheads

Negative

Number of volunteers

Unknown/No Change/Not Applicable

Number of employees

Negative

Number of trustees

Unknown/No Change/Not Applicable

Fundraising activities

Unknown/No Change/Not Applicable

Capacity to deliver services

Unknown/No Change/Not Applicable

Total service demand

Unknown/No Change/Not Applicable

Volunteers

Excluding trustees, provide an estimate of the number of volunteers who carried out charitable activities on behalf of your charity in the United Kingdom during the financial period of this return?

0

Privacy statement

Any information you give us will be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless:

We may share and disclose information about you with relevant public authorities, regulatory bodies and agencies, outside the Charity Commission but only if:

Information we collect about you

We will use this information:

To enable us to carry out our statutory functions and duties;

This will include the following actions:

Information we receive from other sources.

Information we receive from other sources

We may combine this information with information you give to us and information we collect about you.

We may use this information and the combined information for the purposes set out above (depending on the types of information we receive).

We will ensure that any such disclosure and use is proportionate; considers your right to respect for your private life; and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act.

The Data Protection Act 1998 regulates the use of 'personal data', which is essentially any information, however stored, about identifiable living individuals.

As a 'data controller' under the Act, the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form.

Please check back frequently to see any updates or changes to our privacy policy.

Declaration

Your role at the charity (select one):

⊠ Trustee Laura Given names Selwood Family name 07497086248 Telephone number Email laurs.selwood@gmail.com 29/04/2025 Date submitted

It is a criminal offence under section 60 of the Charities Act 2011 for anyone to knowingly or recklessly provide false or misleading information to the commission; this includes suppressing, concealing or destroying documents.

CHARLTON AND DISTRICT PLAYGROUP

FINANCIAL STATEMENTS FOR THE YEAR ENDED

31ST AUGUST 2024

Charity Number: 1029766

These accounts have been Prepared by:-

38 Bridge Street Andover SP10 1BW

T: (01264) 324103 E: info@oaktreebm.co.uk www.oaktreebm.co.uk

CHARLTON AND DISTRICT PLAYGROUP

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF CHARLTON AND DISTRICT PLAYGROUP FOR THE YEAR ENDED 31ST AUGUST 2024

I report on the accounts of the Trust for the year ended 31st August 2024 which are set out on pages 2-4.

Respective Responsibilities of Trustee and Examiner

The charity's trustees are responsible for the preparation of the accounts. The Charity's trustees consider that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the2011 Act)) and that an independent examination is needed.

It is my responsibility to:

Basis of Independent Examiner's Report

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a true nad fair view and the report is limited to those matters set out in the statement below.

Independent Examiner's Statement

In connection with my examination, no matter has come to my attention

(1) which gives me reasonable cause to believe that in any material respect the requirements

have not ben met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

A Miles MAAT 31/01/2025 Oaktree Accountants Ltd 38 Bridge St Andover Hampshire SP10 1BW

1

CHARLTON AND DISTRICT PLAYGROUP FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

Activities relating to the work of the PLAYGROUP:

RECEIPTS
Notes
Fees for Playgroup Sessions
Childcare Vouchers
Early Years Education Funding
Food Vouchers Funding
SEN
Fundraising and Clothing
Other income
INCOME FROM INVESTMENTS
Bank interest received
TOTAL RECEIPTS
PAYMENTS
Other Direct Costs
Staff Wages
Pension costs
Training
Rent for hall
Insurance and Registration fees
Consumables and milk
Administration
Fund Raising (inc clothing costs)
Equipment (incl staff clothnig)
Other (Parties, Coach trips, Xmas, leaving gifts)
Cleaning
General expenses
Travel and subsistence
Professional and Accountancy
Depreciation
Entertainment
TOTAL PAYMENTS
EXCESS OF RECEIPTS OVER PAYMENTS
2024
2023
17499
25063
6355
4429
95747
83555
577
3413
4266
2948
125962
117890
678
428
678
428
126640
118318
386.57
402
104253
104149
1125
1063
1732
1002
5100
5100
1200
1280
3228
3527
1702
1109
1724
1645
2073
3118
1011
1453
956
1098
0
508
46
69
1445
1827
116
142
321
307
126418
127799
222
-9481

2

CHARLTON AND DISTRICT PLAYGROUP FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

STATEMENT OF ASSETS AND LIABILITIES AT 31ST AUGUST 2024
2024
2023
529
£645
FIXED ASSETS
Fixture and fittings
CURRENT ASSETS
Bank Current Account
Bonus Saver
TOTAL CURRENT ASSETS
CURRENT LIABILITIES
Trade Ceditors
Deposits held
Pension
Other taxes
NET CURRENT ASSETS
TOTAL ASSETS
REPRESENTED BY FUNDS
Funds at 1/09/2023
Excess of Receipts over Payments
Funds at 31/08/2024
529
645
34978
35155
47128
46450
82106
81605
0
73
2552
2582
266
0
493
493
3311
3148
78795
78457
79324
79102
2024
2023
79102
88583
222
-9481
79324
79102

3

CHARLTON AND DISTRICT PLAYGROUP NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

1. ACCOUNTING POLICIES

The accounts have been prepared under the Receipts and Payments method of Accounting. Amounts are included as received by the charity or as cheques drawn or cash paid.

The receipts and payments account and the statement of assets and liabilities have been prepared following the guidance for accounting for smaller charities issued by the Charity Commission.

Depreciation

Depreciation has been provided on the reducing balance basis in order to write off the cost of depreciable fixed assets over their expected useful lives. The annual rates applied are:-

Office equipment 18% reducing balance

2. Fixed Assets

Cost
Cost 1/9/2023
Additions in year
Cost 31/8/2024
Depreciation
Bfwd 1/9/2023
Charge in year
Cfwd 31/8/2024
Net Book Value
31/08/2024
31/08/2023
Fixtures &
Fittings
2328
0
2328
1683
116
1799
£529
£645

4

CHARLTON AND DISTRICT PLAYGROUP

FINANCIAL STATEMENTS FOR THE YEAR ENDED

31ST AUGUST 2024

Charity Number: 1029766

These accounts have been Prepared by:-

38 Bridge Street Andover SP10 1BW

T: (01264) 324103 E: info@oaktreebm.co.uk www.oaktreebm.co.uk

CHARLTON AND DISTRICT PLAYGROUP

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF CHARLTON AND DISTRICT PLAYGROUP FOR THE YEAR ENDED 31ST AUGUST 2024

I report on the accounts of the Trust for the year ended 31st August 2024 which are set out on pages 2-4.

Respective Responsibilities of Trustee and Examiner

The charity's trustees are responsible for the preparation of the accounts. The Charity's trustees consider that an audit is not required for this year (under section 144(2) of the Charities Act 2011 (the2011 Act)) and that an independent examination is needed.

It is my responsibility to:

Basis of Independent Examiner's Report

My examination was carried out in accordance with the General Directions given by the Charity Commissioners. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a true nad fair view and the report is limited to those matters set out in the statement below.

Independent Examiner's Statement

In connection with my examination, no matter has come to my attention

(1) which gives me reasonable cause to believe that in any material respect the requirements

have not ben met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

A Miles MAAT 31/01/2025 Oaktree Accountants Ltd 38 Bridge St Andover Hampshire SP10 1BW

1

CHARLTON AND DISTRICT PLAYGROUP FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

Activities relating to the work of the PLAYGROUP:

RECEIPTS
Notes
Fees for Playgroup Sessions
Childcare Vouchers
Early Years Education Funding
Food Vouchers Funding
SEN
Fundraising and Clothing
Other income
INCOME FROM INVESTMENTS
Bank interest received
TOTAL RECEIPTS
PAYMENTS
Other Direct Costs
Staff Wages
Pension costs
Training
Rent for hall
Insurance and Registration fees
Consumables and milk
Administration
Fund Raising (inc clothing costs)
Equipment (incl staff clothnig)
Other (Parties, Coach trips, Xmas, leaving gifts)
Cleaning
General expenses
Travel and subsistence
Professional and Accountancy
Depreciation
Entertainment
TOTAL PAYMENTS
EXCESS OF RECEIPTS OVER PAYMENTS
2024
2023
17499
25063
6355
4429
95747
83555
577
3413
4266
2948
125962
117890
678
428
678
428
126640
118318
386.57
402
104253
104149
1125
1063
1732
1002
5100
5100
1200
1280
3228
3527
1702
1109
1724
1645
2073
3118
1011
1453
956
1098
0
508
46
69
1445
1827
116
142
321
307
126418
127799
222
-9481

2

CHARLTON AND DISTRICT PLAYGROUP FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

STATEMENT OF ASSETS AND LIABILITIES AT 31ST AUGUST 2024
2024
2023
529
£645
FIXED ASSETS
Fixture and fittings
CURRENT ASSETS
Bank Current Account
Bonus Saver
TOTAL CURRENT ASSETS
CURRENT LIABILITIES
Trade Ceditors
Deposits held
Pension
Other taxes
NET CURRENT ASSETS
TOTAL ASSETS
REPRESENTED BY FUNDS
Funds at 1/09/2023
Excess of Receipts over Payments
Funds at 31/08/2024
529
645
34978
35155
47128
46450
82106
81605
0
73
2552
2582
266
0
493
493
3311
3148
78795
78457
79324
79102
2024
2023
79102
88583
222
-9481
79324
79102

3

CHARLTON AND DISTRICT PLAYGROUP NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31ST AUGUST 2024

1. ACCOUNTING POLICIES

The accounts have been prepared under the Receipts and Payments method of Accounting. Amounts are included as received by the charity or as cheques drawn or cash paid.

The receipts and payments account and the statement of assets and liabilities have been prepared following the guidance for accounting for smaller charities issued by the Charity Commission.

Depreciation

Depreciation has been provided on the reducing balance basis in order to write off the cost of depreciable fixed assets over their expected useful lives. The annual rates applied are:-

Office equipment 18% reducing balance

2. Fixed Assets

Cost
Cost 1/9/2023
Additions in year
Cost 31/8/2024
Depreciation
Bfwd 1/9/2023
Charge in year
Cfwd 31/8/2024
Net Book Value
31/08/2024
31/08/2023
Fixtures &
Fittings
2328
0
2328
1683
116
1799
£529
£645

4