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2025-08-31-accounts

Trustees’ Annual Report for the period

From 1[st] September 2024 Period start date To 31[st] August 2025 Period end date

Charity name: Holy Trinity Pre-School Newcastle under Lyme

Charity registration number: 1037957

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The purpose of the Pre-School shall be
to provide a safe and satisfying
learning-through-play experience, whilst
following the demands of the Early
Years Curriculum, to provide quality
childcare and early years education for
children aged from 6 weeks to school
age.
The Pre-School also aims to support
parents in their children’s early years,
by working collaboratively with parents
and carers, other agencies and
professionals where appropriate.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para 1.17 and
1.19

Provide a safe and stimulating
learning environment

Recruit, train and support
suitably qualified staff to provide
quality pre-school learning and
care.

Comply with Ofsted regulations
and registration, and implement
any improvements suggested.

Ensure the needs (in particular
child-care and language
development) of local people are
met by consultation

Work closely with other agencies
to provide support for vulnerable
children and families at risk.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
Para 1.18 The public benefit from the pre-school
because we are able to provide
affordable and high quality childcare to
families with low income, assisting them
with grant applications where
appropriate, in order to allow them to
continue in employment.

The pre-school serves the local community which is made up of many low-income families, single parent families and families from overseas – especially the Philippines, Africa and Southern India, many of whom have come to the area to work in the local large teaching hospital. The pre-school is able to offer help and support to families and agencies involved in providing for the needs of atrisk children, as well as children with additional learning support needs. Referrals of at-risk and children with additional learning support needs are increasing year by year. In addition, by providing the opportunity for students to learn on-the-job (in conjunction with the local college programmes) we are helping to provide training and increased employment prospects to local people. A;; the above is provided with regard to the guidance issued by the Charity Commission on public benefit.

Additional information (optional)

You may choose to include further statements where relevant about:


SORP reference
Policy on grant making Para 1.38 Not applicable
Policy on social investment
including program related
investment
Para 1.38 Not applicable
Contribution made by
volunteers
Para 1.38 Local people, including parents and
carers, assist occasionally in raising
funds to provide specific equipment.
They also assist with providing extra
support on educational visits.
Volunteers have assisted with erecting
new outdoor play equipment and
improving the outdoor play area.
Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 During the year the Pre-School has been
able to provide ten (five mornings and
five afternoon) sessions per week
throughout term-time.
Children with English as a second
language, and their transition to school,
have continued to be supported by
close liaison with two LEA’s and several
local primary schools.
Staff salaries remain in line with the
National Living Wage, and the Charity
continues to recognise the additional
responsibilities of manager and
assistant manager, by differentiated
rates of pay. Eligible staff are enrolled
into a work-place pension scheme.
Children have continued to enjoy the
large outdoor play area, with its mud
kitchen, play house and space for
wheeled toys.

Additional information (optional) You may choose to include further statements where relevant about:


Achievements against
objectives set

Para 1.41

Not applicable
Performance of fundraising
activities against objectives
set
Para 1.41 Not applicable
Investment performance
against objectives
Para 1.41 Not applicable
Other Not applicable

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The income and expenditure account
show that the year ended with a surplus
of £5,266. This is not large, but can be
accounted for by the increase in wages
costs, and a larger sum being used to
improve and update equipment.
It is always necessary to keep a close
eye on numbers, staffing and funding
year by year. The balance in the deposit
account has now increased to £30,025 -
providing us a cushion to meet
unexpected costs if necessary.
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 Reserves as such are not held, but the
charity has a deposit account which has
been built up over several years. Over
the previous five years this has been
used to supplement the income to
ensure that the Pre-School can continue
to meet its commitments. We are now in
a better position, but it is always
essential that this is maintained or
increased - a sum is already set aside
for reduncancies if this ever becomes
necessary.
Amount of reserves held Para 1.22 n/a
Reasons for holding zero
reserves
Para 1.22 n/a
Details of fund materially in
deficit
Para 1.24 n/a
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23 Funding from the Local Authority
(shown in accounts as “NEG funding”)
for the eligible children is reliable, but is
dependent on successful recruitment.
This can not be predicted year on year,
and neither can the demand for
additional hours which parents may
request in excess of the LEA funded
hours. (These hours are shown in
accounts as “fees”)
As the only income is from these two
sources, the future of the pre-school is
dependent on the recruitment of an
optimal number of children, balanced by
the optimal number of staff employed to
cover the legal requirements. Staffing
costs are the single largest expense -
the accounts show that this cost
£54,599 out of a total expenditure of
£73,766. These figures both show an
increase over last years.

It is well documented by other providers and Early Years specialists that the amount of funding provided by the government does not cover the cost of the provision, and many providers are giving up. We are cautiously optimistic

Additional information (optional) You may choose to include further statements where relevant about:


The charity’s principal
sources of funds (including
any fundraising)

Para 1.47

The Pre-School’s major sources of
funding are fees charged to parents and
carers and Nursery Education Grant
from Local Authorities.
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46 Not applicable.
A description of the principal
risks facing the charity
Para 1.46 As outlined above, the main risk is
always financial – ensuring that we
recruit enough children and access the
necessary government funding.
Although not a problem this year, it
remains a continuing concern.
There is some slight concern over the
provision of premises – the building we
currently rent is still undergoing a
review, but our continued use appears
to be assured.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)
Para 1.25 Constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Unincorporated association.
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees
Para 1.25 All parents and primary carers with
children attending the Pre-School are
members of the Pre-School and are able
to vote at meetings. Members are
elected annually to office (Chairperson,
Treasurer and Secretary) and these,
together with the Pre-School manager
and deputy, form the Management
Committee. The committee has the right
to co-opt committee members.

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other

Reference and Administrative details

Charity name Holy Trinity Pre-School
Other name the charity uses Holy Trinity Playgroup
Registered charity number 1037957
Charity’s principal address Holy Trinity Community Centre
London Road
Newcastle-under-Lyme

Staffordshire ST5 1LQ

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Trustee name Office (if any) Dates acted if not for whole
year
Name of person (or body) entitled
to appoint trustee (ifany)
Barbara Davies Treasurer
Sarah
Shufflebotham
Lisa Godwin Pre-School Manager

– Corporate trustees names of the directors at the date the report was approved Director name n/a

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year
n/a

Funds held as custodian trustees on behalf of others

Description of the assets n/a held in this capacity

Name and objects of the n/a charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for n/a safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

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

Lisa Godwin (Manager) Emma Burton (Deputy Manager)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

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

Signed on behalf of the charity’s trustees

Signature(s) Barbara Davies Full name(s) Barbara Elizabeth Davies

Position (eg Secretary, Treasurer Chair, etc)

Date

10/05/2026

Income

Fees Staff Dev NEG

CPD

bacs 9/9/2024 A Suran 84.00 84.00
bacs 9/9/2024 M & L Barlow 70.00 70.00
bacs 9/10/2024 Madhav 84.00 84.00
bacs 9/11/2024 Transfer from 30629136 570.00
bacs 9/12/2024 O Hargreaves 80.50 80.50
bacs 9/16/2024 Theodore Thomas 210.00 210.00
bacs 9/17/2024 SLC Loans 124.95 124.95
bacs 9/17/2024 SCC 3061.80 3061.80
bacs 9/20/2024 Madhav 84.00 84.00
bacs 9/25/2024 Sienna Burnett 66.15 66.15
bacs 9/26/2024 Madhav 84.00 84.00
bacs 9/27/2024 Hanok Wilson Thomas 42.00 42.00
bacs 9/30/2024 Hector Hargreaves 84.00 84.00
bacs 9/30/2024 Theodore Thomas 140.00 140.00
bacs 10/1/2024 Madhav 84.00 84.00
bacs 10/1/2024 SLC Loans 249.90 249.90
bacs 10/1/2024 SCC 384.00 384.00
bacs 10/4/2024 M & L Barlow 66.50 66.50
bacs 10/7/2024 Sienna Burnett 22.05 22.05
bacs 10/9/2024 A Suran 84.00 84.00
bacs 10/10/2024 SLC Loans 124.95 124.95
bacs 10/15/2024 Theodore Thomas 189.00 189.00
bacs 10/15/2024 A Suran 84.00 84.00
bacs 10/16/2024 SCC 3061.80 3061.80
bacs 10/17/2024 Sienna Burnett 44.10 44.10
bacs 10/21/2024 Jayden Jaiji 210.00 210.00
bacs 10/22/2024 SLC Loans 249.90 249.90
bacs 10/22/2024 Madhav 84.00 84.00
bacs 10/22/2024 SCC 890.33 890.33
bacs 10/23/2024 SCC 410.33 410.33

Fundraising Grants Transfer Total

84.00 0.00
70.00 0.00
84.00 0.00
570.00 570.00 0.00
80.50 0.00
210.00 0.00
124.95 0.00
3061.80 0.00
84.00 0.00
66.15 0.00
84.00 0.00
42.00 0.00
84.00 0.00
140.00 0.00
84.00 0.00
249.90 0.00
384.00 0.00
66.50 0.00
22.05 0.00
84.00 0.00
124.95 0.00
189.00 0.00
84.00 0.00
3061.80 0.00
44.10 0.00
210.00 0.00
249.90 0.00
84.00 0.00
890.33 0.00
410.33 0.00
bacs 10/24/2004 Sienna Burnett 22.05 22.05
bacs 10/25/2024 Hanok Wilson Thomas 168.00 168.00
bacs 10/29/2024 SLC Loans 124.95 124.95
bacs 11/4/2024 Theodore Thomas 185.50 185.50
bacs 11/4/2024 Hector Hargreaves 84.00 84.00
bacs 11/5/2024 M & L Barlow 70.00 70.00
bacs 11/5/2024 Madhav 84.00 84.00
bacs 11/7/2024 Sienna Burnett 22.05 22.05
bacs 11/11/2024 Theodore Thomas 91.00 91.00
bacs 11/12/2024 SLC Loans 124.95 124.95
bacs 11/14/2024 SCC 3061.80 3061.80
bacs 11/15/2024 Madhav 84.00 84.00
bacs 11/15/2024 July Okolo 42.00 42.00
bacs 11/20/2024 Madhav 84.00 84.00
bacs 11/25/2024 Sienna Burnett 44.05 44.05
bacs 11/25/2024 Theodore Thomas 182.00 182.00
bacs 11/26/2024 Jayden Jaiji 252.00 252.00
bacs 11/26/2024 SLC Loans 249.90 249.90
bacs 11/26/2024 Primary Learning 2000.00
bacs 11/27/2024 Hanok Wilson Thomas 210.00 210.00
bacs 11/29/2024 B Podiyan 126.00 126.00
bacs 12/3/2024 Hector Hargreaves 63.00 63.00
bacs 12/4/2024 Madhav 168.00 168.00
bacs 12/4/2024 Sienna Burnett 22.05 22.05
bacs 12/9/2024 M & L Barlow 52.50 52.50
bacs 12/10/2024 SLC Loans 249.90 249.90
bacs 12/10/2024 SCC 7432.20 7432.20
bacs 12/11/2024 Madhav 84.00 84.00
bacs 12/20/2024 Hanok Wilson Thomas 140.00 140.00
bacs 12/20/2024 Madhav 84.00 84.00
bacs 12/27/2024 Jayden Jaiji 189.00 189.00
bacs 12/30/2024 Evania Johnson 126.00 126.00
bacs 12/30/2024 SCC 2190.99 2190.99
bacs 1/5/2025 Hector Hargreaves 84.00 84.00
bacs 1/5/2025 M & L Barlow 70.00 70.00
22.05 0.00
168.00 0.00
124.95 0.00
185.50 0.00
84.00 0.00
70.00 0.00
84.00 0.00
22.05 0.00
91.00 0.00
124.95 0.00
3061.80 0.00
84.00 0.00
42.00 0.00
84.00 0.00
44.05 0.00
182.00 0.00
252.00 0.00
249.90 0.00
2000.00 2000.00 0.00
210.00 0.00
126.00 0.00
63.00 0.00
168.00 0.00
22.05 0.00
52.50 0.00
249.90 0.00
7432.20 0.00
84.00 0.00
140.00 0.00
84.00 0.00
189.00 0.00
126.00 0.00
2190.99 0.00
84.00 0.00
70.00 0.00
bacs 1/10/2025 Hector Hargreaves 84.00 84.00
bacs 1/13/2025 Sienna Burnett 66.15 66.15
bacs 1/14/2025 SCC 3993.00 3993.00
bacs 1/16/2025 SLC Loans 374.85 374.85
bacs 1/22/2025 Jayden Jaiji 252.00 252.00
bacs 1/31/2025 Evania Johnson 89.00 89.00
bacs 2/3/2025 Sienna Burnett 66.15 66.15
bacs 2/3/2025 Hector Hargreaves 63.00 63.00
bacs 2/3/2025 Evania Johnson 79.00 79.00
bacs 2/3/2025 M & L Barlow 52.50 52.50
bacs 2/4/2025 COKO61060 161.00 161.00
bacs 2/6/2025 SLC Loans 374.85 374.85
bacs 2/18/2025 SCC 3993.00 3993.00
bacs 2/24/2025 Sienna Burnett 22.10 22.10
bacs 2/24/2025 Sienna Burnett 22.00 22.00
bacs 2/27/2025 SLC Loans 249.90 249.90
bacs 3/3/2025 M & L Barlow 73.50 73.50
bacs 3/4/2025 SCC 328.27 328.27
bacs 3/7/2025 National Savings 462.00 462.00
bacs 3/7/2025 Jayden Jaiji 189.00 189.00
bacs 3/14/2025 Evania Johnson 126.00 126.00
bacs 3/17/2025 SCC 3057.45 3057.45
bacs 3/25/2025 Jayden Jaiji 252.00 252.00
bacs 4/2/2025 SCC 3484.47 3484.47
bacs 4/3/2025 SCC 6645.69 6645.69
bacs 4/4/2025 SCC 416.00 416.00
bacs 4/8/2025 M & L Barlow 42.00 42.00
bacs 4/11/2025 National Savings 210.00 210.00
bacs 4/16/2025 SCC 820.66 820.66
bacs 4/24/2025 Jayden Jaiji 63.00 63.00
bacs 4/24/2025 Transfer from 30629136 2000.00
bacs 4/30/2025 SCC 6645.69 6645.69
bacs 5/2/2025 B Podiyan 186.00 186.00
bacs 5/6/2025 Sienna Burnett 110.25 110.25
bacs 5/6/2025 M & L Barlow 56.00 56.00
84.00 0.00
66.15 0.00
3993.00 0.00
374.85 0.00
252.00 0.00
89.00 0.00
66.15 0.00
63.00 0.00
79.00 0.00
52.50 0.00
161.00 0.00
374.85 0.00
3993.00 0.00
22.10 0.00
22.00 0.00
249.90 0.00
73.50 0.00
328.27 0.00
462.00 0.00
189.00 0.00
126.00 0.00
3057.45 0.00
252.00 0.00
3484.47 0.00
6645.69 0.00
416.00 0.00
42.00 0.00
210.00 0.00
820.66 0.00
63.00 0.00
2000.00 2000.00 0.00
6645.69 0.00
186.00 0.00
110.25 0.00
56.00 0.00
bacs 5/8/2025 SLC Loans 624.75 624.75
bacs 5/8/2025 Alice Gomes 14.00 14.00
bacs 5/12/2025 National Savings 84.00 84.00
bacs 5/20/2025 Jayden Jaiji 126.00 126.00
bacs 5/22/2025 S Shufebotham 168.00 168.00
bacs 6/3/2025 M & L Barlow 49.00 49.00
bacs 6/4/2025 SCC 6645.69 6645.69
bacs 6/16/2025 R Mathews 21.00 21.00
bacs 6/22/2025 Transfer from 30629136 1000.00
bacs 7/1/2025 S Shufebotham 294.00 294.00
bacs 7/1/2025 R Mathews 35.00 35.00
bacs 7/2/2025 Sienna Burnett 252.00 252.00
bacs 7/4/2025 National Savings 147.00 147.00
bacs 7/4/2025 Transfer from 30629136 1000.00
bacs 7/9/2025 R Mathews 21.00 21.00
bacs 7/14/2025 Hector Hargreaves 168.00 168.00
bacs 7/14/2025 R Mathews 42.00 42.00
bacs 7/14/2025 SCC 3791.66 3791.66
bacs 7/21/2025 Transfer from 30629136 3031.85
bacs 7/24/2025 Jayden Jaiji 189.00 189.00
bacs 7/31/2025 SCC 3791.66 3791.66
bacs 5/7/2025 SCC 402.97 402.97
bacs 8/26/2025 Transfer from 30629136 29.43

0.00 64509.46

86330.64

12189.90

0.00

624.75 0.00
14.00 0.00
84.00 0.00
126.00 0.00
168.00 0.00
49.00 0.00
6645.69 0.00
21.00 0.00
1000.00 1000.00 0.00
294.00 0.00
35.00 0.00
252.00 0.00
147.00 0.00
1000.00 1000.00 0.00
21.00 0.00
168.00 0.00
42.00 0.00
3791.66 0.00
3031.85 3031.85 0.00
189.00 0.00
3791.66 0.00
402.97 0.00
29.43 29.43 0.00
0.00 0.00 9631.28 86330.64 0.00
0.00

7-Nov

Cheque No Date Payee Value Wages
s/o 9/2/2024 Rent 632.50
ON - LINE 9/5/2024 Microsoft 59.99
d/d 9/11/2024 Smart Pension 91.84 91.84
ON - LINE 9/11/2024 Lisa Godwin - Laptop 570.00
ON - LINE 9/16/2024 Lisa Godwin - Petty Cash 77.80
s/o 9/23/2024 GB copier 31.80
ON - LINE 9/25/2024 Wages - Lisa Godwin 1269.30 1269.30
ON - LINE 9/25/2024 Wages - Emma Liddell 1007.86 1007.86
ON - LINE 9/25/2024 Wages - Lucy Williams 471.75 471.75
ON - LINE 9/25/2024 Wages - Kayleigh Ratclife 503.10 503.10
ON - LINE 9/25/2024 SCC County Fund 50.00
ON - LINE 9/27/2024 Accountancy Fees 20.00
ON - LINE 9/30/2024 Attachment of Earnings 142.86 142.86
s/o 10/1/2024 Rent 632.50
d/d 10/4/2024 Siemens Financial Services 200.43
ON - LINE 10/14/2024 Lisa Godwin - Petty Cash 193.54
ON - LINE 10/18/2024 HMRC 288.39 288.39
d/d 10/23/2024 GB copier 39.00
ON - LINE 10/24/2024 Accountancy Fees 20.00
ON - LINE 10/25/2024 Wages - Lisa Godwin 1269.30 1269.30
ON - LINE 10/25/2024 Wages - Emma Liddell 992.34 992.34
ON - LINE 10/25/2024 Wages - Lucy Williams 523.05 523.05
ON - LINE 10/25/2024 Wages - Kayleigh Ratclife 691.03 691.03
ON - LINE 10/30/2024 Noodlenow 24.00
ON - LINE 10/31/2024 Attachment of Earnings 139.78 139.78
s/o 11/1/2024 Rent 632.50
d/d 11/7/2024 Smart Pension 229.60 229.60
ON - LINE 11/11/2024 Lisa Godwin 140.13
ON - LINE 11/25/2024 Wages - Emma Liddell 897.26 897.26
Property Accountancy Professional Volunteers
Petty Cash Rent Ofce Equipment Insurance Maintenance Photos Fees CPD Misc Fees Expenses
632.50
59.99
570.00
32.32 45.48
31.80
50.00
20.00
632.50
200.43
32.38 36.28 59.63 40.00 25.25
39.00
20.00
24.00
632.50
13.73 51.50 74.90
s Educational
Marketing Visits Transfer Total
632.50 0.00
59.99 0.00
91.84 0.00
570.00 0.00
77.80 0.00
31.80 0.00
1269.30 0.00
1007.86 0.00
471.75 0.00
503.10 0.00
50.00 0.00
20.00 0.00
142.86 0.00
632.50 0.00
200.43 0.00
193.54 0.00
288.39 0.00
39.00 0.00
20.00 0.00
1269.30 0.00
992.34 0.00
523.05 0.00
691.03 0.00
24.00 0.00
139.78 0.00
632.50 0.00
229.60 0.00
140.13 0.00
897.26 0.00
ON - LINE 11/25/2024 Wages - Lucy Williams 534.49 534.49
ON - LINE 11/25/2024 Wages - Grace Lockett 153.60 153.60
ON - LINE 11/25/2024 Wages - Lisa Godwin 1269.30 1269.30
ON - LINE 11/25/2024 Wages - Kayleigh Ratclife 691.03 691.03
d/d 11/25/2024 GB copier 59.10
ON - LINE 11/26/2024 Accountancy Fees 20.00
ON - LINE 11/27/2024 Accountancy Fees 120.00
ON - LINE 11/29/2024 Attachment of Earnings 121.32 121.32
s/o 12/2/2024 Rent 632.50
ON - LINE 12/5/2024 Lisa Godwin 298.69
d/d 12/9/2024 Accountancy Fees 114.80 114.80
ON - LINE 12/13/2024 Learn Play NEXUS 537.60
ON - LINE 12/13/2024 Kerry Corden 120.00
ON - LINE 12/16/2024 Lisa Godwin 111.99
ON - LINE 12/20/2024 Wages - Emma Liddell 914.43 914.43
ON - LINE 12/20/2024 Wages - Lucy Williams 535.87 535.87
ON - LINE 12/20/2024 Wages - Grace Lockett 192.00 192.00
ON - LINE 12/20/2024 Wages - Lisa Godwin 1269.30 1269.30
ON - LINE 12/20/2024 Wages - Kayleigh Ratclife 835.64 835.64
d/d 12/23/2024 GB copier 42.09
ON - LINE 12/24/2024 Accountancy Fees 20.00
ON - LINE 12/30/2024 Attachment of Earnings 124.40 124.40
s/o 1/2/2025 Rent 632.50
ON - LINE 1/5/2025 TRANSFER to DEPOSIT A/C 659.04
ON - LINE 1/5/2025 Lisa Godwin 63.71
ON - LINE 1/6/2025 Siemens Financial Services 128.43
d/d 1/10/2025 Smart Pension 114.80 114.80
ON - LINE 1/20/2025 Lisa Godwin 37.44
ON - LINE 1/20/2025 TRANSFER to DEPOSIT A/C 3000.00
ON - LINE 1/21/2025 HMRC 304.31 304.31
ON - LINE 1/22/2025 Accountancy Fees 20.00
d/d 1/23/2025 GB copier 65.59
ON - LINE 1/24/2025 Wages - Emma Liddell 1007.86 1007.86
ON - LINE 1/24/2025 Wages - Lucy Williams 587.17 587.17
ON - LINE 1/24/2025 Wages - Grace Lockett 300.80 300.80
ON - LINE 1/24/2025 Wages - Lisa Godwin 1504.94 1504.94
ON - LINE 1/24/2025 Wages - Kayleigh Ratclife 767.12 767.12
ON - LINE 1/31/2025 Attachment of Earnings 142.86 142.86
59.10
20.00
120.00
632.50
27.53 91.64 179.52
537.60
111.99
42.09
20.00
632.50
16.92 15.80 30.99
128.43
37.44
20.00
65.59
534.49 0.00
153.60 0.00
1269.30 0.00
691.03 0.00
59.10 0.00
20.00 0.00
120.00 0.00
121.32 0.00
632.50 0.00
298.69 0.00
114.80 0.00
537.60 0.00
120.00 120.00 0.00
111.99 0.00
914.43 0.00
535.87 0.00
192.00 0.00
1269.30 0.00
835.64 0.00
42.09 0.00
20.00 0.00
124.40 0.00
632.50 0.00
659.04 659.04 0.00
63.71 0.00
128.43 0.00
114.80 0.00
37.44 0.00
3000.00 3000.00 0.00
304.31 0.00
20.00 0.00
65.59 0.00
1007.86 0.00
587.17 0.00
300.80 0.00
1504.94 0.00
767.12 0.00
142.86 0.00
s/o 2/3/2025 Rent 632.50
ON - LINE 2/3/2025 Lisa Godwin 108.87
d/d 2/7/2025 Smart Pension 142.50 142.50
ON - LINE 2/10/2025 Lisa Godwin - Gompels 137.79
ON - LINE 2/11/2025 Noodlenow 72.00
ON - LINE 2/24/2025 Accountancy Fees 20.00
d/d 2/24/2025 GB copier 40.91
ON - LINE 2/25/2025 Wages - Emma Liddell 930.87 930.87
ON - LINE 2/25/2025 Wages - Lucy Williams 567.93 567.93
ON - LINE 2/25/2025 Wages - Grace Lockett 115.20 115.20
ON - LINE 2/25/2025 Wages - Lisa Godwin 1504.74 1504.74
ON - LINE 2/25/2025 Wages - Kayleigh Ratclife 767.12 767.12
ON - LINE 2/28/2025 Attachment of Earnings 127.47 127.47
s/o 3/3/2025 Rent 632.50
ON - LINE 3/3/2025 Lisa Godwin 66.18
ON - LINE 3/10/2025 Lisa Godwin 68.79
ON - LINE 3/17/2025 Lisa Godwin 20.19
ON - LINE 3/17/2025 TRANSFER to DEPOSIT A/C 964.00
ON - LINE 3/18/2025 Lisa Godwin 7.50
ON - LINE 3/24/2025 GB copier 40.91
ON - LINE 3/25/2025 Wages - Emma Liddell 949.22 949.22
ON - LINE 3/25/2025 Wages - Lucy Williams 606.41 606.41
ON - LINE 3/25/2025 Wages - Grace Lockett 460.80 460.80
ON - LINE 3/25/2025 Wages - Lisa Godwin 1269.29 1269.29
ON - LINE 3/25/2025 Wages - Kayleigh Ratclife 767.12 767.12
ON - LINE 3/26/2025 Blithfeld 78.00
ON - LINE 3/26/2025 Accountancy Fees 20.00
ON - LINE 3/31/2025 Attachment of Earnings 131.32 131.32
ON - LINE 3/31/2025 BT Group 44.99
s/o 4/1/2025 Rent 632.50
ON - LINE 4/3/2025 TRANSFER to DEPOSIT A/C 8960.00
d/d 4/4/2025 Siemens Financial Services 128.43
ON - LINE 4/8/2025 Zoolab 246.78
d/d 4/9/2025 Smart Pension 257.30 257.30
ON - LINE 4/10/2025 Lisa Godwin 88.15
ON - LINE 4/15/2025 Morton Michel 941.62
ON - LINE 4/17/2025 HMRC 525.33 525.33
ON - LINE 4/20/2025 Lisa Godwin 40.00
632.50
53.87 55.00
137.79
72.00
20.00
40.91
632.50
26.01 40.17
22.79 46.00
20.19
7.50
40.91
78.00
20.00
44.99
632.50
128.43
76.15 12.00
941.62
40.00
632.50 0.00
108.87 0.00
142.50 0.00
137.79 0.00
72.00 0.00
20.00 0.00
40.91 0.00
930.87 0.00
567.93 0.00
115.20 0.00
1504.74 0.00
767.12 0.00
127.47 0.00
632.50 0.00
66.18 0.00
68.79 0.00
20.19 0.00
964.00 964.00 0.00
7.50 0.00
40.91 0.00
949.22 0.00
606.41 0.00
460.80 0.00
1269.29 0.00
767.12 0.00
78.00 0.00
20.00 0.00
131.32 0.00
44.99 0.00
632.50 0.00
8960.00 8960.00 0.00
128.43 0.00
246.78 246.78 0.00
257.30 0.00
88.15 0.00
941.62 0.00
525.33 0.00
40.00 0.00
d/d 4/23/2025 GB copier 40.91
ON - LINE 4/24/2025 Accountancy Fees 20.00
ON - LINE 4/25/2025 Wages - Emma Liddell 1055.96 1055.96
ON - LINE 4/25/2025 Wages - Lucy Williams 544.53 544.53
ON - LINE 4/25/2025 Wages - Grace Lockett 180.00 180.00
ON - LINE 4/25/2025 Wages - Lisa Godwin 1439.13 1439.13
ON - LINE 4/25/2025 Wages - Kayleigh Ratclife 892.00 892.00
ON - LINE 4/25/2025 Lisa Godwin 63.33
ON - LINE 4/30/2025 Attachment of Earnings 152.48 152.48
d/d 4/30/2025 BT Group 44.99
s/o 5/1/2025 Rent 632.50
d/d 5/8/2025 ICO - Data Protection 47.00
d/d 5/9/2025 Smart Pension 134.78 134.78
ON - LINE 5/12/2025 Lisa Godwin 35.14
ON - LINE 5/19/2025 Lisa Godwin 41.43
d/d 5/23/2025 GB copier 42.27
ON - LINE 5/23/2025 Wages - Lisa Godwin 1544.72 1544.72
ON - LINE 5/23/2025 Wages - Emma Liddell 1111.18 1111.18
ON - LINE 5/23/2025 Wages - Emma Liddell 0.50 0.50
ON - LINE 5/23/2025 Wages - Lucy Williams 804.63 804.63
ON - LINE 5/23/2025 Wages - Kayleigh Ratclife 892.00 892.00
ON - LINE 5/23/2025 Wages - Grace Lockett 690.00 690.00
ON - LINE 5/28/2025 Accountancy Fees 20.00
ON - LINE 5/30/2025 Attachment of Earnings 96.76 96.76
d/d 5/30/2025 BT Group 44.99
s/o 6/2/2025 Rent 632.50
ON - LINE 6/9/2025 OFSTED 50.00
ON - LINE 6/10/2025 TRANSFER to DEPOSIT A/C 1935.74
d/d 6/12/2025 Smart Pension 147.21 147.21
ON - LINE 6/12/2025 Lisa Godwin 123.15
ON - LINE 6/19/2025 Lisa Godwin 104.21
ON - LINE 6/22/2025 Lisa Godwin 180.84
d/d 6/23/2025 GB copier 40.91
ON - LINE 6/24/2025 Accountancy Fees 20.00
ON - LINE 6/24/2025 Lisa Godwin 100.00
ON - LINE 6/25/2025 Wages - Lisa Godwin 1544.90 1544.90
ON - LINE 6/25/2025 Wages - Emma Liddell 1035.12 1035.12
ON - LINE 6/25/2025 Wages - Lucy Williams 592.47 592.47
40.91
20.00
4.53 15.80 43.00
44.99
632.50
47.00
24.64 4.50 6.00
21.43 20.00
42.27
20.00
44.99
632.50
50.00
25.68 56.91 40.56
104.21
24.48 136.36 20.00
40.91
20.00
100.00
40.91 0.00
20.00 0.00
1055.96 0.00
544.53 0.00
180.00 0.00
1439.13 0.00
892.00 0.00
63.33 0.00
152.48 0.00
44.99 0.00
632.50 0.00
47.00 0.00
134.78 0.00
35.14 0.00
41.43 0.00
42.27 0.00
1544.72 0.00
1111.18 0.00
0.50 0.00
804.63 0.00
892.00 0.00
690.00 0.00
20.00 0.00
96.76 0.00
44.99 0.00
632.50 0.00
50.00 0.00
1935.74 1935.74 0.00
147.21 0.00
123.15 0.00
104.21 0.00
180.84 0.00
40.91 0.00
20.00 0.00
100.00 0.00
1544.90 0.00
1035.12 0.00
592.47 0.00
ON - LINE 6/25/2025 Wages - Kayleigh Ratclife 892.00 892.00
ON - LINE 6/25/2025 Wages - Grace Lockett 570.00 570.00
ON - LINE 6/30/2025 Attachment of Earnings 133.75 133.75
d/d 6/30/2025 BT Group 44.99
ON - LINE 7/1/2025 Lisa Godwin 36.84
s/o 7/1/2025 Rent 632.50
ON - LINE 7/1/2025 Lisa Godwin 29.48
d/d 7/4/2025 Siemens Financial Services 128.43
ON - LINE 7/4/2025 Lisa Godwin 900.00
d/d 7/10/2025 Smart Pension 147.20 147.20
d/d 7/14/2025 National Federation of Small Businesses 199.00
ON - LINE 7/14/2025 Lisa Godwin 51.09
ON - LINE 7/18/2025 Precious Liitle Princess Parties 130.00
ON - LINE 7/21/2025 HMRC 739.32 739.32
ON - LINE 7/21/2025 Lisa Godwin 115.47
d/d 7/23/2025 GB copier 44.54
ON - LINE 7/24/2025 Accountancy Fees 20.00
ON - LINE 7/25/2025 Wages - Lisa Godwin 1439.89 1439.89
ON - LINE 7/25/2025 Wages - Emma Liddell 1106.16 1106.16
ON - LINE 7/25/2025 Wages - Lucy Williams 640.38 640.38
ON - LINE 7/25/2025 Wages - Kayleigh Ratclife 892.00 892.00
ON - LINE 7/25/2025 Wages - Grace Lockett 540.00 540.00
d/d 7/29/2025 BT Group 44.99
ON - LINE 7/31/2025 Attachment of Earnings 146.55 146.55
ON - LINE 7/31/2025 Lisa Godwin 474.00
ON - LINE 7/31/2025 Lisa Godwin 79.99
d/d 8/1/2025 Rent 632.50
ON - LINE 8/5/2025 Lisa Godwin 247.88
ON - LINE 8/5/2025 Lisa Godwin 66.15
ON - LINE 8/5/2025 Lisa Godwin 16.80
ON - LINE 8/5/2025 Lisa Godwin 40.00
ON - LINE 8/5/2025 Lisa Godwin 12.76
d/d 8/8/2025 Smart Pension 134.88 134.88
ON - LINE 8/14/2025 Lisa Godwin 7.80
ON - LINE 8/14/2025 Lisa Godwin 70.80
ON - LINE 8/22/2025 Wages - Lisa Godwin 1628.50 1628.50
ON - LINE 8/22/2025 Wages - Emma Liddell 1168.71 1168.71
ON - LINE 8/22/2025 Wages - Lucy Williams 708.81 708.81

==> picture [685 x 437] intentionally omitted <==

----- Start of picture text -----
44.99
13.00 23.84
632.50
5.00 24.48
128.43
900.00
199.00
24.53 26.56
32.81 82.66
44.54
20.00
44.99
474.00
79.99
632.50
247.88
66.15
16.80
40.00
12.76
1.80 6.00
70.80
----- End of picture text -----

892.00 0.00
570.00 0.00
133.75 0.00
44.99 0.00
36.84 0.00
632.50 0.00
29.48 0.00
128.43 0.00
900.00 0.00
147.20 0.00
199.00 0.00
51.09 0.00
130.00 130.00 0.00
739.32 0.00
115.47 0.00
44.54 0.00
20.00 0.00
1439.89 0.00
1106.16 0.00
640.38 0.00
892.00 0.00
540.00 0.00
44.99 0.00
146.55 0.00
474.00 0.00
79.99 0.00
632.50 0.00
247.88 0.00
66.15 0.00
16.80 0.00
40.00 0.00
12.76 0.00
134.88 0.00
7.80 0.00
70.80 0.00
1628.50 0.00
1168.71 0.00
708.81 0.00
ON - LINE 8/22/2025 Wages - Kayleigh Ratclife 1068.33 1068.33
ON - LINE 8/22/2025 Wages - Grace Lockett 180.00 180.00
d/d 8/26/2025 GB copier 48.11
ON - LINE 8/26/2025 Accountancy Fees 20.00
ON - LINE 8/26/2025 Lisa Godwin 55.00
ON - LINE 8/28/2025 Lisa Godwin 30.00
ON - LINE 8/28/2025 Lisa Godwin 16.80
ON - LINE 8/28/2025 Lisa Godwin 84.99
ON - LINE 8/29/2025 Attachment of Earnings 157.84 157.84
86665.11
Accountancy Fee 2023-2024 -120.00
Smart Pensions - July 2024 0.00
Smart Pensions - August 2024 -91.84 -91.84
Accoutancy Fee - August 2024 -20.00
HMRC - July 2024 -143.43 -143.43
HMRC - August 2024 -11.20 -11.20
Accoutancy Fee - August 2025 20.00
Smart Pensions - August 2025 157.06 157.06
HMRC - July 2025 241.38 241.38
HMRC - August 2025 168.64 168.64
Accountancy Fee 2024-2025 120.00
86985.72 54599.42

Opening 1403.10 Income 86330.64 Expenditure 86665.11

48.11
20.00
55.00
30.00
16.80
84.99
-120.00
-20.00
20.00
120.00
518.45 7590.00 2252.40 3228.62 941.62 418.21 109.22 360.00 224.00 432.22 296.00 0.00
1068.33 0.00
180.00 0.00
48.11 0.00
20.00 0.00
55.00 0.00
30.00 0.00
16.80 0.00
84.99 0.00
157.84 0.00
0.00
-120.00 0.00
0.00 0.00
-91.84 0.00
-20.00 0.00
-143.43 0.00
-11.20 0.00
20.00 0.00
157.06 0.00
241.38 0.00
168.64 0.00
120.00 0.00
0.00
0.00 496.78 15518.78 86985.72 0.00
Closing 1068.63
Bank balance 1068.63
not presented
Accoutancy Fee - August 2025 20.00
Smart Pensions - August 2025 157.06
HMRC - July 2025 241.38
HMRC - August 2025 168.64
Accountancy Fee 2023-2024 120.00
361.55
Deposit Account Opening 24103.69
Income - Interest 333.86
Income - Transfer from C/A 15518.78
Expenditure - Transfer to C/A -9631.28
Expenditure 2300.00
Primary Learning 2000.00
30025.05

HOLY TRINITY PLAYGROUP

STATEMENT OF ACCOUNTS FOR THE YEAR

ENDED 31 AUGUST 2025

HOLY TRINITY PLAYGROUP

INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31ST AUGUST 2025

Income
Fees
Grants
NEG Funding
Staf Development
Fundraising
Interest
Expenditure
Wages
54,599.42
Insurance
941.62
Rent
7,590.00
Marketing
0.00
Equipment
3,228.62
Accountancy
360.00
Petty Cash (Refreshments etc)
518.45
Xmas Fayre
109.22
Property Maintenance
2,718.21
Ofce Equipment
2,252.40
Miscellaneous Expenses
432.22
Training
224.00
14,189.90
0.00
64,509.46
0.00
0.00
333.86
79,033.22

Professional Fees 296.00 Educational Visits 496.78 73,766.94 Surplus of Income over expenditure 5,266.28

HOLY TRINITY PLAYGROUP

BALANCE SHEET AS AT 31ST AUGUST 2025

During the year Holy Trinity Playgroup made a surplus of £5,266.28 which can by the increase in Assets as follows : -

Bank Balances

as at 31 August 2025 as at 31 August 2024 Current Account 361.55 Current Account Deposit Account 30,025.05 Deposit Account Cash in Hand 0.00 Cash in Hand

Surplus for the year

30,386.60

The attached Statement of Accounts for the year ended 31st August 2025 has prepared from the accounting records, information and explanations supplied without carrying out an audit and are in accordance therewith.

A J Wilkinson ACMA

438 Crewe Road Wistaston Crewe Cheshire CW2 6QN

n be seen

1,016.63

24,103.69

0.00

5,266.28 30,386.60

s been to me,