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2025-05-31-accounts

Partridge Green Pre-School

Pre School Mobile: 07880 744240

PGPS Annual General Meeting

Tuesday 1[st] July 2025 at 7.30pm, at PG Village Hall

Attendees: Suzanne Pheasant (SP), Becky White (BW), Kelly Wright (KW), Tina Stratton (TS), Caroline Skinner (CS), Yvonne Greenwood (YG), Ruth Garman (RG), Serena Mepham (SM), Hazel Tickner, Annette Huntley, Charlene Moulds (CM), Hayley Tarry (HT), Olivia Gregg (OG), Aimee Weston (AW), Vicky Wellgreen (VW)

Apologies: Hayley Wood (HW), Sarah Mclaren (SML), James Mclaren (JM), Terri Genner (TG)

Minutes

Item Notes Action
1) Welcome and
Introductions
SP opened the meeting by welcoming all and asking
everyone to introduce themselves.
-
Conflicts of interest – None noted for the contents of this
meeting as per agenda.
-
2) Apologies SP advised of the apologies received prior to the meeting. -
3) Review of AGM
Minutes from
2024
SP asked for approval of the previous minutes of AGM held
in 2024, all present agreed and no actions outstanding.
-
4) Chair’s Report SP read aloud her report – A heartfelt report, reflecting on a
rewarding but demanding year for the preschool. SP
expressed deep gratitude to the entire team for their
hard work, commitment, and care, particularly in
supporting children with complex additional needs.
Acknowledgements

Staff:SP praised the professionalism and dedication
of all staff, with special recognition for Becky White
and Kelly Wright for their leadership and day-to-day
commitment.

Committee & Fundraising Team:Thanks were
extended to the committee members and
fundraisers for their ongoing efforts, as well as to
the Partridge Green School Association (JSA) for
their contributions.

Special Mention:SP gave heartfelt thanks to Tina
Stratton, who is stepping down after 2 years on the
committee. Tina’s calm and constructive approach
has been invaluable.
-
Fundraising Achievements

Total raised:£4,953.63 over the year.

Key events: Big Gig (Sept)– £1,039 raised.Bingo
Nights– £853 collectively.

Donations:A generous £1,500 gift from Mrs. Sandra
Bankes, which was used to purchase new
educational materials and learning resources.
SP emphasised that these funds had made a direct impact
on the children’s daily learning and experiences. Closing
Remarks concluded with heartfelt thanks to all involved for
contributing to another successful year at preschool.
5) Manager’s
Report
BW read aloud the report –
Enrolment & Projections

Current roll:32 children (steady across the year;
target was 34).Leavers:11 children transition to
school in Sept 2025.Intake outlook:Waiting list
suggests starting next year in the low 20s.

Risk flag: Sept 2026could see the first dip in years
(up to 15 leavers; projection ~11 starters). Active
marketing in progress (open day invites, leaflets at
Munchkins and village fete, online promotion).
Funding, Ratios & Staffing

Two-year funding:Positive for access and numbers
but raises staffing ratio requirements.

Recruitment:Recent attempts unsuccessful, which
may cap roll next year given ratio constraints.

Operational impact:Staff have increased hours and
provided cover to maintain quality and inclusion.
Curriculum & Learning Themes

Autumn walk, Spring/Winter festivals,The Gruffalo,
Chinese New Year, Pancake Day, Valentine’s,
Springtime, People Who Help Us.
Enrichment, Visits & Community Links

Trips:Local fire station and Washbrooks Farm.

Guest speakers:A Nurse, community support officer
and dental nurse.

Transitions:Links with Henfield, Jolesfield, and
Wisborough Green schools to support handovers.
Engagement & Pipeline

Open morning:This Saturday—welcoming current
and prospective families.

Toddler group:Run by Shala; a strong referral funnel
with families moving from group to
enquiries/enrolment.
Acknowledgements

Toddler group:Thanks to Shala for another
successful year and consistent signposting.
Volunteers:Ella, Hazel, and Jen.Staff team:
Stepped up with extra hours, flexibility, and new
approaches to help all children thrive.Committee &
fundraisers:Ongoing support and time are much
appreciated.
-
Key Actions Going Forward

Marketing pushfor 2025/26 and especially 2026/27
to offset projected dip.

Staffing plan:Renewed recruitment and/or
scheduling strategy to meet increased ratio
demands.
Key Actions Going Forward

Marketing pushfor 2025/26 and especially 2026/27
to offset projected dip.

Staffing plan:Renewed recruitment and/or
scheduling strategy to meet increased ratio
demands.
Key Actions Going Forward

Marketing pushfor 2025/26 and especially 2026/27
to offset projected dip.

Staffing plan:Renewed recruitment and/or
scheduling strategy to meet increased ratio
demands.
Key Actions Going Forward

Marketing pushfor 2025/26 and especially 2026/27
to offset projected dip.

Staffing plan:Renewed recruitment and/or
scheduling strategy to meet increased ratio
demands.
6) Treasurer’s
Report
RG shared an updated financial summary up to 31.05.24 –

Funded income:Increased by£35,587following the
government’s expansion of 2-year-old funding.

Non-funded income:Decreased by£1,665,
reflecting more children qualifying for free places.
Overall, this balanced positively.

Munchkins:Operating at a£271 loss(bank charges
and low attendance) but continues to provide value
by supporting recruitment into preschool.

Fundraising costs:Rose slightly due to inflation but
did not significantly impact overall net income.
Expenditure & Staffing

Staff salaries:Increased by£10,103, in line with
national living wage rises.

Major purchases:A new laptop recorded as a one-
off IT expense.

Savings:£486 saved on internet services.
Systems & Efficiencies

Transition to Xero cloud-based accounting has:
Improved efficiency, reduced reliance on external
accountants, lowered associated costs.
Overall Position

Preschool ended the year with a profit increase of
£5,737.60. Plans to increase reserve funds are in
place to safeguard against redundancy or
unexpected costs. Future plans include seeking local
business sponsorship to support fundraising events,
reduce costs, and increase profit margins.
-
7) Election of new
committee and
fundraising
teams
Seconded
Hayley Tarry
Olivia Gregg
Becky White
Ruth Garman
Yvonne
Greenwood
Suzanne
Pheasant
Position Name Proposed Seconded
Chair Suzanne
Pheasant
Becky White Hayley Tarry
Vice Chair Position unfilled n/a
Treasurer Ruth Garman Hazel Tickner Olivia Gregg
Secretary Caroline Skinner Tina Stratton Becky White
Fundraising
Officer
Hayley Wood Caroline Skinner Ruth Garman
Ofsted responsible
person
Becky White Suzanne Peasant Yvonne
Greenwood
Committee
Member
Sarah or James
Mclaren
Ruth Garman Suzanne
Pheasant
Committee
Member
Serena Mepham Annette Huntley Hazel Tickner
Committee
Member
Charlene
Moulds
Serena Mepham Caroline Skinner
Committee
Member
Aimee Weston Kelly Wright Tina Stratton
Committee
Member
Vicky Wellgreen Yvonne
Greenwood
Kelly Wright
Committee
Member
Sarah Mclaren Hayley Tarry Annette Huntley
Committee is satisfied that the threshold of 60% of elected
members being current parents/carers of enrolled children
has now been met. All members updated their contact
details and signed copies of Trustee Code of Conduct.
SP to send documents
to new members
ASAP.
8) Any other
business
BW update on the new community facilities –

Village redevelopment:The current Village Hall is
due to be replaced as part of a wider community
project. A purpose-built centre will be constructed
on the KGV Field, incorporating the preschool, a new
sports hall, and a social club. The project is fully
backed by the Parish Council, the Village Hall
Committee, and the Sports and Social Club.
Estimated completion is five years.

Continuity of provision:The preschool will not be
displaced during the construction period. It will
remain in the Village Hall until the new facility is
completed.

Benefits of the new facility:Improved outdoor
access, child-sized toilets, a modern, purpose-built
learning space designed around the needs of
children.

Further information:Ongoing updates can be found
via the Parish Council website.
-
9) Date of next
meeting
The date of the AGM has been scheduled forTuesday 30th
June 2026 at 7.30pm.
Please advise if this date is not possible for anyone.
SP to confirm with
village hall booking
secretary.

The AGM was followed by a committee meeting including the newly elected members – minutes recorded separately.

Partridge Green Pre-School Playgroup

Charity Accounts

31 May 2025

Partridge Green Pre-School Playgroup

Approval statement

I approve the accounts which comprise of the Profit and Loss Account, the Balance Sheet and the related notes. I acknowledge my responsibility for the accounts, including the appropriateness of the applicable financial reporting framework as set out in note 1, and for providing DCT Accounting Ltd with all information and explanations necessary for their compilation.

Signature: …..................................... Date: …........................................ 23/03/2026

1

Partridge Green Pre-School Playgroup Profit and Loss Account for the year ended 31 May 2025

Sales
Cost of sales
Gross profit
Expenses
Wages, salaries and other staff costs
Rent, rates, power and insurance costs
Repairs and renewals of property and equipment
Telephone, fax, stationery and other office costs
Advertising and business entertainment costs
Irrecoverable debts written off
Accountancy, legal and other professional fees
Depreciation and loss/(profit) on sale
Other business expenses
Profit
2025
£
140,328
1,654
138,674
92,839
5,498
248
6,644
96
145
846
880
4,776
111,972
26,702
2024
£
119,384
939
118,445
81,951
5,349
-
9,221
-
-
936
931
1,090
99,478
18,967

2

Partridge Green Pre-School Playgroup Balance Sheet as at 31 May 2025

Notes
Fixed assets
Equipment
3
Current assets
Trade debtors
Bank/building society balances
Other current assets and prepayments
Current liabilities
Trade creditors
Net current assets
Net assets
Capital account
Balance at start of period
Net profit
5,563
19,095
53,561
2025
£
3,570
77,027
80,597
53,895
26,702
80,597
1,683
14,792
34,236
2024
£
4,350
49,545
78,219 50,711
1,192 1,166
53,895
34,928
18,967
53,895

3

Partridge Green Pre-School Playgroup Notes to the Accounts for the year ended 31 May 2025

1 Accounting basis

The accounts have been compiled on a basis that enables profits to be calculated in accordance with UK Generally Accepted Accounting Practice and that provides sufficient and relevant information to enable the completion of a tax return.

2 Profit and loss account analysis

Sales
Fees received
Funding
Fundraising donations account
Stay & Play income
Other income
Bank deposit interest received
Cost of sales
Fundraising costs
Wages, salaries and other staff costs
Wages and salaries
Staff training and welfare
Rent, rates, power and insurance costs
Rent
Repairs and renewals of property and equipment
Repairs and maintenance
Telephone, fax, stationery and other office costs
Telephone and fax
Printing, postage and stationary
Fruit, biscuits
Material and equipment
Stay & Play expenses
Subscriptions
Insurance
Advertising and business entertainment costs
Advertising and PR
Irrecoverable debts written off
Bad debts
Accountancy, legal and other professional fees
Accountancy and payroll
2025
£
17,941
112,825
8,804
203
309
246
140,328
1,654
92,327
512
92,839
5,498
248
575
90
652
1,244
1,722
1,177
1,184
6,644
96
145
846
2024
£
29,769
78,267
10,834
167
160
187
119,384
939
81,148
803
81,951
5,349
-
1,062
82
288
4,711
1,451
487
1,140
9,221
-
-
936

4

Partridge Green Pre-School Playgroup Notes to the Accounts

for the year ended 31 May 2025

Depreciation and loss/(profit) on sale
Depreciation
Other business expenses
Software
Sundry expenses
880
1,501
3,275
4,776
931
1,090
-
1,090

5

Partridge Green Pre-School Playgroup Notes to the Accounts for the year ended 31 May 2025

3 Equipment

Equipment
Cost
At 1 June 2024
Additions
At 31 May 2025
Depreciation
At 1 June 2024
Charge for the year
At 31 May 2025
Net book value
At 31 May 2025
At 31 May 2024
Plant and
machinery
£
7,146
100
7,246
2,796
880
3,676
3,570
4,350

6

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF PARTRIDGE GREEN PRE-SCHOOL PLAYGROUP

Accounts for the Year Ended 31 May 2025

I report on the accounts of the trust for the year ended 31 May 2025 which are set out on pages 2 to 6.

As the Charity’s Trustees you are responsible for the preparation of the accounts; you consider that the audit requirement of section 43(2) of the Charities Act 1993 (the act) does not apply.

It is my responsibility to state, on the bases of procedures specified in the General Direction given by the Charity Commissioner under section 43(7)(b) of the act, whether particular matters have come to my attention.

My examination was carried out in accordance with the General Direction 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 these records. It also includes consideration of any unusual items or disclosures in the Accounts, and seeking explanation from you as Trustee concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently I do not express an audit opinion on the view given by the accounts.

In connection with my examinations no matter has come to my attention which gives me reasonable cause to believe that in any material respect the requirements set below have not been met:

B Teichmann, FFA, ICPA, FFTA

For DCT Accounting Ltd 7 Wilton Close Partridge Green Sussex RH13 8RX

Date: 18 March 2026

TO THE MEMBERS AND TRUSTEES OF PARTRIDGE GREEN PRE-SCHOOL PLAYGROUP COMMITTEE

ACCOUNTS FOR THE YEAR ENDED 31[ST] MAY 2025

We have examined the financial statements in connection with the books, records and other information supplied.

The statement of income & expenditure stands at a strong surplus for the year following an increase in WSCC funding received by the Charity compared to the prior year.

Following the approval of the Accounts at the Annual General Meeting the Accounts will be represented in a format required by the Charity Commission together with a full report from our office.

The General Revenue Reserve Fund stands at £80,597 compared with £53,895 for the preceding year.

B Teichmann, FFA, ICPA, FFTA

For DCT Accounting Ltd 7 Wilton Close Partridge Green Sussex RH13 8RX

Date: 18 March 2026