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2023-03-31-accounts

Sunshine Preschool AGM meetng Thursday 10[th] October 2023. 7.00pm Preschool

  1. Members Present: Kerry Prince, Heather Roberson, Katie Dickens, Rachael Empson, Amy Hill, Zoe Isaacson, Josephine Driscoll

  2. Apologies for Absence: None

  3. AGM minutes from 2022 discussed, agreed and signed off. October occupancy was much the same last year.

  4. Kerry explained committee roles. We need 5 members.

Chairperson role – to contact Ofsted with changes, conduct annual appraisal, act as spokesperson, annual report.

Treasurer – pays invoices, pays wages, logging of transactions in spreadsheet, work with the committee to keep financial stability.

Secretary – takes minutes for meetings, agendas, assist chairperson, letters/posters for fundraising.

Commitee members standing down :

Chairperson – Heather Roberson

Commitee members stepping up:

Chairperson – Zoe Isaacson

Nominated by Heather Roberson, seconded by Kerry Prince

New committee member – Amy Hill

Nominated by Kerry Prince, seconded by Heather Roberson

Secretary – Rachael Empson

Nominated by Kerry Prince, seconded by Katie Dickens

Kerry Prince will remain as a committee member

Katie Dickens will remain as treasurer.

Heather to contact Ofsted to add new committee member details and change of roles. Please provide her with your date of birth.

Zoe to complete DBS application within 7 days

Kerry to update the Charities commission with new member details.

  1. Minutes from previous committee meeting were discussed and agreed as accurate.

  2. Kerry wrote to Neville at the Local Authority with a financial breakdown. We received £3000 additional funding on 20/7/23. We need to update our promotional posters, website, and family information service to include ‘extended hours by arrangement’. Posters to be updated in the Coop, the village hall, the Wale Room and Tesco. Josephine and Kerry to design a banner, get 3 quotes and get one made to hang on fence of school field.

  3. Chairperson’s Report: Heather shared some of her experiences as secretary and chair over the previous 5 years, it has been very interesting. She thanked everyone and is proud of what we have achieved. She wished us continued success.

  4. Secretary’s Report: None to report

  5. Treasurer’s Report: Accounts for year ending March 2023 have been check by Amanda Hartley-Newton at Purple Plus Bookkeeping.

The financial year started 1/4/2022 with net assets £13520.07 The financial year ended 31/3/2022 with net assets £7802.27

10/10/2023 Current bank balance £6071.30 Estimated Income before end 31/12/23

funding £5017.70 plus fees £1849.50 Est income £6867.20+Maya £500 9 weeks x 7 hours training 63 hrs funding £750? Plus training £750? Estimated Expenditure Oct wages £4200 Nov wages £3850 Dec wages £3200 Rent 660 Est expenditure £11910

Kerry and Katie to meet next week to look at spreadsheet and work on a forecast.

Manager’s Report

Overview of the Year 2022/2023

I would like to start by showing appreciation to the staff for working together, being flexible and rising to many challenges that have arisen this year. We were sad to lose Pippa, she has been a valued member of our team for many years. We wish her well working in school, we were unable to offer her the hours that she needed. This year our children have progressed well and those that have moved to reception appear to have had a good start. Discussions with Mrs Foster

have helped her get to know the children and their unique characters quickly. Our hard work seems to have paid off.

I would also like to thank all members of the committee who have helped and supported us with fundraising, developing our practise and sometimes just a listening ear. Thank you everyone, it is very much appreciated. We have had the privilege of being part of the Roberson boys’ lives for many years. We are proud to see them both doing so well and we are sorry to say cheerio to Heather who has given years of support on our committee.

Parents have been very understanding and supportive of staff, keeping children at home when unwell, helping to keep us all safe and well. Following NHS guidance, we now ask parents not to send in children with raised temperatures as this is when infections are most likely to spread (even if they appear to be well in themselves).

Occupancy

We currently have 10 children registered. We have 2 more children registered with an upcoming start date. We have 2 more children approaching 2 years old that are on the waiting list to start in January.

September Occupancy

No of
children
Mon Tues Wed Thur Fri
Am 5 6 4 5 4
Pm 4 4 4 6 4
Ratios 6 7 5 7 5
Staf 2 2 2 2 2

January Forecast

No of
children
Mon Tues Wed Thur Fri
am 7 7 7 6 5
pm 4 5 6 4 4
ratios 9 10 10 8 6
Staf 2 3/2 3/2 2 2

Training

Kerry and Josephine will attend Early Years Network Meetings, safeguarding updates and SENCO forum for this term along with Early Help Update meetings when possible.

Kerry has completed Safer Recruiting, Using Liquid Logic for Early Help and food hygiene, she is booked on Safeguarding for Designated Safeguarding Leads.

Josephine has attended First Aid and Prevent training and is booked on to Safeguarding Awareness (3 yearly refresh).

Denise has attended Safeguarding Awareness (3 yearly refresh) and Prevent training. She is booked on First Aid.

Kerry and Josephine are taking part in a 9 month free training package, 3 hours per week offered by government to all practitioners as Covid recovery. This will cover communication, Personal Social Emotional and Mathematics. We have been assured by the local authority that the government will pay staff costs at the end of each term.

We look forward to supporting Ashley with a placement while she completes her training in Childcare at level 3 with Shrewsbury College. She is planning on being with us for 2 terms starting after October half term.

SEN

We have 2 children who we feel may benefit from some focused targets. We will be working with the families to draw up a Person-Centred Plan. We have used Stokes Screening to help us identify any areas of speech in which children may need help. We are in the process of doing Stokes screening for all children. Areas highlighted for attention will be included in their next steps and on learning journeys. Progress will be monitored regularly and targets updated.

Child Protection

We have one family who has agreed to a whole family assessment for Early Help. We will help them highlight areas they may benefit from some support. We have no children on child protection plans.

Accident/Incidents Reports

There has been no incidents or serious accidents to report.

Data Protection Issues

We will be working to update our Facebook parents page with our new parents. All have given permission at registration for images of their children to be used.

Health and Safety

To help with control with infectious diseases, we will continue to keep windows open for ventilation and will use the monitor to measure air quality, opening the door when necessary. Children should bring layers of clothing to keep warm. All staff are encouraged to keep up-to-date with Covid vaccinations and flu vaccinations. Visitors to the setting should consider rearranging their visit if they are unwell.

Health and Safety Check Sept 2023

Items for Reportng to School

Items to be dealt with by preschool

Items requiring acton

Items to be observed by staf for safe pracitce

Fundraising

We have had very well supported fundraising this year which is nearing a total of £?:

Parish Council Coop community fundraising Parish fete day

We have spent £500 on sensory resources in our outdoors. We have a wooden planter in which we have been growing herbs for the children to cut and crush in the mud kitchen. We have wind chimes, a bubble blower and a wireless weather station. We are about to receive a payment from the Co-op for us to spend on ICT resources for the children.

Thank you to Laura O’Gorman for arranging our support from Asda. We have also been raising funds with the Coop through their community support scheme. Both Asda and Coop fundraising rounds are about to end. We are grateful to everyone who have been voting for Preschool, we will be notified soon how much we raised. We want to refresh and renew our IT resources/toys with this money.

Parental Partnership

All parents have been invited again this term, to join us on their child’s snack day, or any other time they choose, if this is not well supported in consultation with parents we will have an open evening.

Any other business

Non payment of invoices, Zoe to draft letter for parents with outstanding invoices.

Before and after school charges. Agreed £3.50 for 8.30am start. £10 for after 3.30 to 5.30 (minimum amount to be raised £22.50)

Financial support form the Local Authority Kerry to present financial situation to Neville at the local authority seeking support.

  1. Data processing compliance. Kerry will work through families records, keeping only relevant information as defined in the retention document.

  2. Induction for new members to be done before half term. Committee safeguarding training available from the local authority via MS Teams on 15[th] November. If committee members have a current certificate of safeguarding training please show Kerry. This may be adequate to meet this requirement.

  3. Next meeting to be arranged

Budget Cashflow
Forecast
Half Term: Q1 East-Whit Q2 Whit-Sum Q3 Sum-Oct Q4 Oct-Xmas Q5 Xmas-Feb Q6 Feb-East Budget Total
INCOME/receipts 7 wks 6 wks 8 wks 7 wks 6 wks 5 wks
Fees fromparents £0.00
NurseryEducation Funding £0.00
Milk fund £0.00
Fundraising £0.00
Grants £0.00
Donations £0.00
Bank Interest £0.00
Other £0.00
£0.00
TOTAL RECEIPTS(a) £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
EXPENDITURE/payments
Staff wages incl. holpay,N.I.etc £0.00
Payroll costs £0.00
Rent £0.00
Utilities £0.00
Insurance £0.00
Stationery/Art / Craft £0.00
Consumables / Supplies £0.00
Refreshments / Milk £0.00
Stamps £0.00
Outings / Activities £0.00
Trainingcosts £0.00
Telephone £0.00
Advertising £0.00
Volunteer expenses £0.00
Ofsted Registration fee £0.00
Membershipfees £0.00
Capital Equipment £0.00
PettyCash £0.00
Miscellaneous £0.00
£0.00
~~£0.00~~
TOTAL PAYMENTS(b) £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Opening Balance £0.00 £0.00 £0.00 £0.00 £0.00
Income minus Expenditure £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Closing Balance £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Half Term: Q1 East-Whit Q2 Whit-Sum Q3 Sum-Oct Q4 Oct-Xmas Q5 Xmas-Feb Q6 Feb-East
INVOICES TO PARENTS:
TOTAL £0.00 £0.00 £0.00 £0.00 £0.00 £0.00

Actual Total £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00

Actual Cashflow
Half Term: Q1 East-Whit Q2 Whit-Sum Q3 Sum-Oct Q4 Oct-Xmas Q5 Xmas-Feb Q6 Feb-East Actual Total
INCOME/receipts
Fees fromparents £1,827.00 £1,794.00 £252.00 £1,211.00 £1,241.50 £1,095.00 £7,420.50
NurseryEducation Funding £10,244.05 £11,204.81 £4,527.90 £5,115.53 £3,428.35 £0.00 £34,520.64
Other £0.00 £396.65 £0.00 £0.00 £0.00 £185.00 £581.65
Fundraising £464.22 £51.00 £0.00 £0.00 £5.82 £0.00 £521.04
Grants for Canopy £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Donations £0.00 £51.00 £0.00 £1,470.07 £0.00 £0.00 £1,521.07
Bank Interest £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
CanopyFundraising £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
EasyFundraising £5.00 £0.00 £0.00 £0.00 £0.00 £0.00 £5.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL RECEIPTS(a) £12,540.27 £13,497.46 £4,779.90 £7,796.60 £4,675.67 £1,280.00 £44,569.90
EXPENDITURE/payments
Staff wages incl. holpay,N.I.etc
£7,770.11
£12,061.25 £6,495.19 £5,907.01 £6,006.86 £3,965.20 £42,205.62
Payroll costs £716.44 £1,357.84 £212.96 £247.45 £350.40 £50.40 £2,935.49
Rent £600.00 £0.00 £0.00 £600.00 £0.00 £0.00 £1,200.00
Utilities £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Insurance £596.56 £0.00 £0.00 £0.00 £0.00 £0.00 £596.56
Stationery/Art / Craft £31.29 £33.82 £37.76 £16.80 £45.05 £64.89 £229.61
Consumables / Supplies £75.12 £196.30 £0.00 £0.00 £99.44 £0.00 £370.86
Refreshments / Milk £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Stamps £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Outings / Activities £21.00 £230.00 £0.00 £0.00 £0.00 £0.00 £251.00
Trainingcosts £35.00 £0.00 £0.00 £0.00 £125.00 £0.00 £160.00
Telephone £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Advertising £0.00 £0.00 £0.00 £0.00 £60.00 £0.00 £60.00
Volunteer expenses £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Ofsted Registration fee £0.00 £0.00 £0.00 £0.00 £50.00 £0.00 £50.00
Membershipfees £35.00 £0.00 £0.00 £0.00 £0.00 £0.00 £35.00
Capital Equipment £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
PettyCash £221.00 £171.00 £0.00 £0.00 £0.00 £0.00 £392.00
Miscellaneous £90.00 £198.45 £0.00 £135.00 £0.00 £0.00 £423.45
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL PAYMENTS(b) £10,191.52 £14,248.66 £6,745.91 £6,906.26 £6,736.75 £4,080.49 £48,909.59
Opening Balance £12,499.30 £14,848.05 £14,096.85 £12,130.84 £13,021.18 £10,960.10
Income minus Expenditure £2,348.75 -£751.20 -£1,966.01 £890.34 -£2,061.08 -£2,800.49 -£4,339.69
Closing Balance £14,848.05 £14,096.85 £12,130.84 £13,021.18 £10,960.10 £8,159.61

Daily Accounts

Half Termly Totals

Income/ Receipts

Half
Term
Total Parent Fees Nursery Edn
Funding
Milk Fund Fund - raising Grants Donations Bank
Interest
Canopy Fund Easy
Fundraisin
g
Q1 £12,540.27 £1,827.00 £10,244.05 £0.00 £464.22 £0.00 £0.00 £0.00 £0.00 £5.00
Q2 £13,497.46 £1,794.00 £11,204.81 £396.65 £51.00 £0.00 £51.00 £0.00 £0.00 £0.00
Q3 £4,779.90 £252.00 £4,527.90 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Q4 £7,796.60 £1,211.00 £5,115.53 £0.00 £0.00 £0.00 £1,470.07 £0.00 £0.00 £0.00
Q5 £4,675.67 £1,241.50 £3,428.35 £0.00 £5.82 £0.00 £0.00 £0.00 £0.00 £0.00
Q6 £1,280.00 £1,095.00 £0.00 £185.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£44,569.90 £7,420.50 £34,520.64 £581.65 £521.04 £0.00 £1,521.07 £0.00 £0.00 £5.00

Expenditure/ Payments

Half
Term
Total Salaries Payroll Costs Rent Utilities Ins Stationery
Art / Craft
Consumable
s / Supplies
Refreshment /
Milk
Stamps Outings /
Activities
Training Tele -
phone
Advert -
ising
Volunteer
Expenses

Ofsted
Reg. Fee
Membershi
p Fees/
Periodical
s
Capital
Eq'ment
Petty Cash Misc
Q1 £10,191.52 £7,770.11 £716.44 £600.00 £0.00 £596.56 £31.29 £75.12 £0.00 £0.00 £21.00 £35.00 £0.00 £0.00 £0.00 £0.00 £35.00 £0.00 £221.00 £90.00
Q2 £14,248.66 £12,061.25 £1,357.84 £0.00 £0.00 £0.00 £33.82 £196.30 £0.00 £0.00 £230.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £171.00 £198.45
Q3 £6,745.91 £6,495.19 £212.96 £0.00 £0.00 £0.00 £37.76 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Q4 £6,906.26 £5,907.01 £247.45 £600.00 £0.00 £0.00 £16.80 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £135.00
Q5 £6,736.75 £6,006.86 £350.40 £0.00 £0.00 £0.00 £45.05 £99.44 £0.00 £0.00 £0.00 £125.00 £0.00 £60.00 £0.00 £50.00 £0.00 £0.00 £0.00 £0.00
Q6 £4,080.49 £3,965.20 £50.40 £0.00 £0.00 £0.00 £64.89 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£48,909.59 £42,205.62 £2,935.49 £1,200.00 £0.00 £596.56 £229.61 £370.86 £0.00 £0.00 £251.00 £160.00 £0.00 £60.00 £0.00 £50.00 £35.00 £0.00 £392.00 £423.45
Half Termly Budget
Monitoring Q1 Easter - Whitsun Variance Q2 - Whitsun - Sum mer
**Budget Total ** Actual Total Total
Variance
Budget Actual (Actual-budget) Budget Actual
INCOME/receipts
Fees fromparents £0.00 £7,420.50 £7,420.50 £0.00 £1,827.00 £1,827.00 £0.00 £1,794.00
NurseryEducation Funding £0.00 £34,520.64 £34,520.64 £0.00 £10,244.05 £10,244.05 £0.00 £11,204.81
Milk fund £0.00 £581.65 £581.65 £0.00 £0.00 £0.00 £0.00 £396.65
Fundraising £0.00 £521.04 £521.04 £0.00 £464.22 £464.22 £0.00 £51.00
Grants £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Donations £0.00 £1,521.07 £1,521.07 £0.00 £0.00 £0.00 £0.00 £51.00
Bank Interest £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Other £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £5.00 £5.00 £0.00 £5.00 £5.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL RECEIPTS(a) £0.00 £44,569.90 £44,569.90 £0.00 £12,540.27 £12,540.27 £0.00 £13,497.46
EXPENDITURE/payments
Staff wages incl. holpay,N.I.etc £0.00 £42,205.62 -£42,205.62 £0.00 £7,770.11 £7,770.11 £0.00 £12,061.25
Payroll costs £0.00 £2,935.49 -£2,935.49 £0.00 £716.44 £716.44 £0.00 £1,357.84
Rent £0.00 £1,200.00 -£1,200.00 £0.00 £600.00 £600.00 £0.00 £0.00
Utilities £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Insurance £0.00 £596.56 -£596.56 £0.00 £596.56 £596.56 £0.00 £0.00
Stationery/Art / Craft £0.00 £229.61 -£229.61 £0.00 £31.29 £31.29 £0.00 £33.82
Consumables / Supplies £0.00 £370.86 -£370.86 £0.00 £75.12 £75.12 £0.00 £196.30
Refreshments / Milk £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Stamps £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Outings / Activities £0.00 £251.00 -£251.00 £0.00 £21.00 £21.00 £0.00 £230.00
Trainingcosts £0.00 £160.00 -£160.00 £0.00 £35.00 £35.00 £0.00 £0.00
Telephone £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Advertising £0.00 £60.00 -£60.00 £0.00 £0.00 £0.00 £0.00 £0.00
Volunteer expenses £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Ofsted Registration fee £0.00 £50.00 -£50.00 £0.00 £0.00 £0.00 £0.00 £0.00
Membershipfees £0.00 £35.00 -£35.00 £0.00 £35.00 £35.00 £0.00 £0.00
Capital Equipment £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
PettyCash £0.00 £392.00 -£392.00 £0.00 £221.00 £221.00 £0.00 £171.00
Miscellaneous £0.00 £423.45 -£423.45 £0.00 £90.00 £90.00 £0.00 £198.45
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL PAYMENTS(b) £0.00 £48,909.59 -£48,909.59 £0.00 £10,191.52 £10,191.52 £0.00 £14,248.66
Opening Balance £0.00 £32,141.14 £32,141.14 £2,348.75
Surplus(a - b) £0.00 -£4,339.69 £0.00 £2,348.75 £0.00 -£751.20
Closing Balance £0.00 -£4,339.69 £32,141.14 £2,348.75 £32,141.14 £1,597.55
Half Termly Budget u
Monitoring Variance Q3 Summer - October Variance Q4 October - Christ mas Variance Q5 Christmas - Febr
(Actual-budget) Budget Actual **(Actual - budget) ** Budget Actual (Actual - budget) Budget
INCOME/receipts
Fees fromparents £1,794.00 £0.00 £252.00 £252.00 £0.00 £1,211.00 £1,211.00 £0.00
NurseryEducation Funding £11,204.81 £0.00 £4,527.90 £4,527.90 £0.00 £5,115.53 £5,115.53 £0.00
Milk fund £396.65 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Fundraising £51.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Grants £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Donations £51.00 £0.00 £0.00 £0.00 £0.00 £1,470.07 £1,470.07 £0.00
Bank Interest £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Other £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL RECEIPTS(a) £13,497.46 £0.00 £4,779.90 £4,779.90 £0.00 £7,796.60 £7,796.60 £0.00
EXPENDITURE/payments
Staff wages incl. holpay,N.I.etc £12,061.25 £0.00 £6,495.19 £6,495.19 £0.00 £5,907.01 £5,907.01 £0.00
Payroll costs £1,357.84 £0.00 £212.96 £212.96 £0.00 £247.45 £247.45 £0.00
Rent £0.00 £0.00 £0.00 £0.00 £0.00 £600.00 £600.00 £0.00
Utilities £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Insurance £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Stationery/Art / Craft £33.82 £0.00 £37.76 £37.76 £0.00 £16.80 £16.80 £0.00
Consumables / Supplies £196.30 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Refreshments / Milk £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Stamps £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Outings / Activities £230.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Trainingcosts £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Telephone £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Advertising £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Volunteer expenses £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Ofsted Registration fee £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Membershipfees £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Capital Equipment £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
PettyCash £171.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Miscellaneous £198.45 £0.00 £0.00 £0.00 £0.00 £135.00 £135.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
TOTAL PAYMENTS(b) £14,248.66 £0.00 £6,745.91 £6,745.91 £0.00 £6,906.26 £6,906.26 £0.00
Opening Balance £32,141.14 £1,597.55 £32,141.14 -£368.46 £32,141.14
Surplus(a - b) £0.00 -£1,966.01 £0.00 £890.34 £0.00
Closing Balance £32,141.14 -£368.46 £32,141.14 £521.88 £32,141.14
Half Termly Budget
Monitoring
uary Variance Q6 February - Eas ter Variance
Actual (Actual - budget) Budget Actual (Actual -
budget)
INCOME/receipts
Fees fromparents £1,241.50 £1,241.50 £0.00 £1,095.00 £1,095.00
NurseryEducation Funding £3,428.35 £3,428.35 £0.00 £0.00 £0.00
Milk fund £0.00 £0.00 £0.00 £185.00 £185.00
Fundraising £5.82 £5.82 £0.00 £0.00 £0.00
Grants £0.00 £0.00 £0.00 £0.00 £0.00
Donations £0.00 £0.00 £0.00 £0.00 £0.00
Bank Interest £0.00 £0.00 £0.00 £0.00 £0.00
Other £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00
TOTAL RECEIPTS(a) £4,675.67 £4,675.67 £0.00 £1,280.00 £1,280.00
EXPENDITURE/payments
Staff wages incl. holpay,N.I.etc £6,006.86 £6,006.86 £0.00 £3,965.20 £3,965.20
Payroll costs £350.40 £350.40 £0.00 £50.40 £50.40
Rent £0.00 £0.00 £0.00 £0.00 £0.00
Utilities £0.00 £0.00 £0.00 £0.00 £0.00
Insurance £0.00 £0.00 £0.00 £0.00 £0.00
Stationery/Art / Craft £45.05 £45.05 £0.00 £64.89 £64.89
Consumables / Supplies £99.44 £99.44 £0.00 £0.00 £0.00
Refreshments / Milk £0.00 £0.00 £0.00 £0.00 £0.00
Stamps £0.00 £0.00 £0.00 £0.00 £0.00
Outings / Activities £0.00 £0.00 £0.00 £0.00 £0.00
Trainingcosts £125.00 £125.00 £0.00 £0.00 £0.00
Telephone £0.00 £0.00 £0.00 £0.00 £0.00
Advertising £60.00 £60.00 £0.00 £0.00 £0.00
Volunteer expenses £0.00 £0.00 £0.00 £0.00 £0.00
Ofsted Registration fee £50.00 £50.00 £0.00 £0.00 £0.00
Membershipfees £0.00 £0.00 £0.00 £0.00 £0.00
Capital Equipment £0.00 £0.00 £0.00 £0.00 £0.00
PettyCash £0.00 £0.00 £0.00 £0.00 £0.00
Miscellaneous £0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00
£0.00 £0.00 £0.00 £0.00 £0.00
TOTAL PAYMENTS(b) £6,736.75 £6,736.75 £0.00 £4,080.49 £4,080.49
Opening Balance £521.88 £32,141.14 -£1,539.20
Surplus(a - b) -£2,061.08 £0.00 -£2,800.49
Closing Balance -£1,539.20 £32,141.14 -£4,339.69
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Half Term:
Q1 Easter to Whitsun 2022
Income/ R eceipts £12,540.27 £1,827.00 £10,244.05 £0.00 £464.22 £0.00 £0.00 £0.00 £0.00 £5.00
Date Description Date
Banked
Total Parent Fees Nursery Edn
Funding
Other Fund
Raising
Grants Donations Bank
Interest
Canopy
Funds
Easy
Fundraisi
ng
Coopraffle cash £200.00 £200.00
comic relief cash £21.00 £21.00
04/04/22 E Marsh fees Mar DD £360.00 £360.00
08/04/22 Coopfundraising bacs £243.22 £243.22
08/04/22 shropshire council bacs £10,244.05 £10,244.05
28/05/22 F Powell fees bacs £156.00 £156.00
20/05/22 M Hollingsworth fees bacs £28.00 £28.00
25/05/22 M Hollingsworth fees bacs £248.00 £248.00
29/05/22 E Marsh fees bacs £276.00 £276.00
12/05/22 L Francis fees bacs £60.00 £60.00
27/04/22 S Price fees bacs £85.50 £85.50
22/05/22 D Roberson bacs £613.50 £613.50
09/05/22 Amazon Europe Core bacs £5.00 £5.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
Expenditu re/ Payments £10,191.52 £7,770.11 £716.44 £600.00 £0.00 £596.56 £31.29 £75.12 £0.00 £0.00 £21.00 £35.00 £0.00 £0.00 £0.00 £0.00 £35.00 £0.00 £221.00 £90.00
Date Description Transacti
on
Total Salaries Payroll
Costs
Rent Utilities Ins Stationery
Art /Craft
Consuma
bles /
Supplies
Refresh
ments
/Milk
Stamp Outings
Activitie
s

Trainin
g
Teleph
one
Advert
ising
Volunt
eer
Expen
ses
Ofsted
Reg.
Fee

Membe
rship
Fees/
Periodi
cals
Capital
Eq't

Petty
Cash
Misc
comic reliefpettycash £21.00 £21.00
04/04/22 EYA membershipinsurance £596.56 596.56
05/04/22 Nest Mar £178.98 £178.98
Cooprafflepettycash £200.00 £200.00
19/04/22 eya Payroll Apr £25.20 25.2
25/04/22 reimburse K Prince FSM Feb bacs £30.00 30
25/04/22 reimburse K Prince FSM East bacs £60.00 60
25/04/22 remburse K Prince bacs £4.95 4.95
25/04/22 consortium bacs £26.34 £26.34
27/04/22 K Prince wages bacs £1,117.59 £1,117.59
27/04/22 J Driscoll bacs £901.49 £901.49
27/04/22 D Florian bacs £451.25 £451.25
27/04/22 P Jones bacs £611.32 £611.32
05/05/22 EYA Payroll May DD £25.20 £25.20
11/05/22 Nest April bacs £85.92 £85.92
11/05/22 reimburse J driscoll bacs £4.95 £4.95
16/05/22 Senco training bacs £35.00 £35.00
17/05/22 consortium bacs £39.89 £39.89
23/05/22 comic relief bacs £21.00 £21.00
26/05/22 K Prince wages bacs £1,513.02 £1,513.02
26/05/22 J Driscoll waages bacs £1,133.86 £1,133.86
26/05/22 D Florian wages bacs £931.70 £931.70
26/05/22 P Jones wages bacs £930.90 £930.90
26/05/22 Nest May bacs £207.67 £207.67
26/05/22 HMRC bacs £372.45 £372.45
26/05/22 Rent chq £600.00 £600.00
26/05/22 reimburse Kprince ink bacs £27.35 £27.35
26/05/22 reimburse kprince book £2.93 £2.93
27/05/22 ICO reg.(dataprocessing) DD £35.00 £35.00
£0.00
£0.00

Half Term:un to Summer 2022

Income/ R eceipts £13,497.46 £1,794.00 £11,204.81 £396.65 £51.00 £0.00 £51.00 £0.00 £0.00 £0.00
Date Description Date
Banked
Total Parent Fees Nursery Edn
Funding
Other Fund
Raising
Grants Donatio
ns
Bank
Interest
Canopy
Funds
Easy
Fundrais
ing
01/06/22 shropshire Council bacs £6,509.99 £6,509.99
27/06/22 F Powell fees bacs £180.00 £180.00
22/06/22 M Hollingsworth fees bacs £348.00 £348.00
06/07/22 E Marsh fees bacs £348.00 £348.00
19/06/22 L Francis fees bacs £72.00 £72.00
20/07/22 S Price fees bacs £102.00 £102.00
18/06/22 D Roberson bacs £432.00 £432.00
09/07/22 D Roberson bacs £312.00 £312.00
06/06/22 Trip payment LF bacs £20.00 £20.00
09/06/22 trip payment EOG bacs £20.00 £20.00
20/07/22 trip payment MP bacs £20.00 £20.00
20/06/22 trip payment cash £120.00 £120.00
13/06/22 shropshire council MH back claim bacs £1,019.85 £1,019.85
14/06/22 Hope refund bacs £36.65 £36.65
22/06/22 Raffle cash £51.00 £51.00
29/07/22 shropcouncil free school meals bacs £60.00 £60.00
20/07/22 shropcouncil free school meals bacs £120.00 £120.00
08/08/22 shropcouncil funding bacs £3,674.97 £3,674.97
22/06/22 Donation Hollingsworths bacs £51.00 £51.00
Expen diture/ Payments £14,248.66 £12,061.25 £1,357.84 £0.00 £0.00 £0.00 £33.82 £196.30 £0.00 £0.00 £230.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £171.00 £198.45
Date Description Transacti
on
Total Salaries Payroll Costs Rent Utilities Ins Statione
ry Art
/Craft
Consuma
bles /
Supplies
Refresh
ments /
Milk
Stamp Outings
Activities
Training Teleph
one
Adverti
sing
Volunte
er
Expens
es
Ofsted
Reg.
Fee
Membersh
ip Fees/
Periodical
s
Capital
Eq't
Petty
Cash
Misc
06/06/22 EYApayroll June DD £25.20 £25.20
28/06/22 K Prince wages bacs £1,507.41 £1,507.41
28/06/22 J Driscoll wages bacs £1,222.65 £1,222.65
28/06/22 D Florian wages bacs £841.30 £841.30
28/06/22 P Jones wages bacs £907.83 £907.83
28/06/22 Nest June bacs £212.89 £212.89
28/06/22 HMRC bacs £520.36 £520.36
28/06/22 reimburse K Prince Microsoft bacs £79.99 £79.99
28/06/22 reimburse K Prince T Rolls bacs £17.00 £17.00
27/06/22 Shropshire Council - dino workshop11
bacs
£110.00 £110.00
29/06/22 Swains Coaches 120 chq £120.00 £120.00
17/06/22 Consortium bacs £73.19 £73.19
20/07/22 Free school meal voucher bacs £120.00 £120.00
14/08/22 pettycash from trip cash £120.00 £120.00
14/08/22 pettycash from raffle cash £51.00 £51.00
06/07/22 EYApayroll July DD £25.20 £25.20
17/07/22 fundingoverclaim S Price bacs £78.45 £78.45
23/07/22 forwardproducts bacs £26.12 £26.12
28/07/22 K Prince wages bacs £1,033.01 £1,033.01
28/07/22 J Driscoll wages bacs £1,038.95 £1,038.95
28/07/22 D Florian wages bacs £629.56 £629.56
28/07/22 P Jones wages bacs £687.04 £687.04
11/08/22 Nest July bacs £96.58 £96.58
06/08/22 EYApayroll Aug DD £25.20 £25.20
23/08/22 cartridgepeople bacs £33.82 £33.82
28/08/22 K Prince wages bacs £1,394.05 £1,394.05
28/08/22 J Driscoll wages bacs £1,133.62 £1,133.62
28/08/22 D Florian wages bacs £782.32 £782.32
28/08/22 P Jones wages bacs £883.51 £883.51
28/08/22 Nest August bacs £173.30 £173.30
28/08/22 HMRC Jul Aug bacs £263.26 £263.26
28/08/22 HMRC Jul Aug bacs £15.85 £15.85
£0.00
£0.00

Half Term: Q3 Summer - October 2022

Income/ Rece ipts £4,779.90 £252.00 £4,527.90 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Date Description Payment
type
Total
Parent Fees Nursery Edn
Funding
Other Fund
raising
Grants Donation
s
Bank
Interest
Canopy
F'raising
Easy
Fundrai
sing
30/09/22 Ava F fees bacs £60.00 £60.00
28/10/22 shropcouncil funding DD £4,527.90 £4,527.90
22/09/22 Dom Rfees bacs £192.00 £192.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
Expenditure/ Payments £6,745.91 £6,495.19 £212.96 £0.00 £0.00 £0.00 £37.76 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Date Description Cheque
Number
Total Salaries Payroll Costs Rent Utilities Ins Stationer
y Art /
Craft
Consumabl
es /
Supplies
Refreshm
ents / Milk
Stamps Outings /
Activities
Training Teleph
one
Advertisi
ng
V'teer
Expns
Ofsted
Reg Fee
Member
ship
Fees &
Period -
icals
Capital
Eq't
Petty
Cash
Misc
30/09/22 EYApayroll sept DD £25.20 £25.20
30/09/22 K Prince wages sept BACS £1,235.39 £1,235.39
30/09/22 J Driscoll wages sept BACS £1,137.36 £1,137.36
30/09/22 D Florian wages sept BACS £588.52 £588.52
30/09/22 P Jones wages sept BACS £733.84 £733.84
30/09/22 HMRC SEPT BACS £162.56 £162.56
03/10/22 NEST OCT BACS £129.64 £129.64
31/10/22 Forward Products BACS £37.76 £37.76
28/10/22 D Florian wages oct bacs £368.13 £368.13
28/10/22 pJones wages oct bacs £478.58 £478.58
28/10/22 kprince wages oct bacs £902.53 £902.53
28/10/22 J Driscoll wages oct bacs £921.20 £921.20
05/10/22 EYApayroll oct DD £25.20 £25.20
£0.00
£0.00
Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022 Half Term: Q4 October - Christmas 2022
Income/ R eceipts £7,796.60 £1,211.00 £5,115.53 £0.00 £0.00 £0.00 £1,470.07 £0.00 £0.00
Date Description Date
Banked
Total Parent Fees Nursery
Edn
Funding
Other Fundraising Grant Donation Bank Interest Canopy
F'Raising
04/11/22 co-op cheq £1,070.07 £1,070.07
01/11/22 dom R fees bacs £180.00 £180.00
08/11/22 phoebe k fees bacs £312.00 £312.00
15/12/22 shropshire council fundingdec DD £4,818.53 £4,818.53
01/12/22 lowenna c fees bacs £192.00 £192.00
02/12/22 ava francis fees bacs £60.00 £60.00
10/12/22 dom r fees bacs £216.00 £216.00
10/12/22 dom r fees bacs £180.00 £180.00
12/12/22 shropshire council bacs £117.00 £117.00
08/12/22 nursery partyfees bacs £5.00 £5.00
16/11/22 asda donation Cheq £400.00 £400.00
15/12/22 nursery partyfees dom r bacs £5.00 £5.00
16/12/22 phoebe kpartyfees bacs £5.00 £5.00
16/12/22 annabelpartyfees bacs £5.00 £5.00
20/12/22 aflie H fees bacs £51.00 £51.00
22/12/22 shropshire council bacs £180.00 £180.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
Expenditu re/ Payments £6,906.26 £5,907.01 £247.45 £600.00 £0.00 £0.00 £16.80 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £135.00
Date Description Cheque No Total Salaries Payroll
Costs
Rent Utilities Ins Stationery
Art / Craft
Consumables
/ Supplies
Refreshme
nts / Milk
Stamps Outings
/
Activitie
s
Training Telepho
ne
Advertis
ing
Vol'tr
Exp
Ofsted
Reg Fee
Members
hip Fees/
Periodic
als

Capital
Eq't
Petty
Cash
Misc
30/11/22 D Florian wages nov Bacs £855.28 £855.28
30/11/22 P Jones wages nov bacs £574.84 £574.84
30/11/22 K Prince wages nov bacs £1,140.06 £1,140.06
30/11/22 J A Driscoll wages nov bacs £1,061.23 £1,061.23
15/11/22 school rent cheq £600.00 £600.00
07/11/22 EYApayroll nov DD £25.20 £25.20
02/11/22 nest oct DD £53.01 £53.01
15/12/22 kprince reinburse funding Bacs £135.00 £135.00
08/12/22 hmrc bacs £78.21 £78.21
07/12/22 nest novpension bacs £118.84 £118.84
05/12/22 EYApayroll dec DD £25.20 £25.20
08/12/22 Educational resources BACS £16.80 £16.80
30/12/22 nest decpension DD £21.46 £21.46
30/12/22 K PRINCE WAGES DEC bacs £777.79 £777.79
30/12/22 J A Driscoll wages dec bacs £703.71 £703.71
30/12/22 p jones wages dec bacs £389.50 £389.50
30/12/22 d florian wages dec bacs £330.13 £330.13
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00
£0.00

Half Term: Q5 Christmas 2022 to February 2023

Income/ R eceipts £4,675.67 £1,241.50 £3,428.35 £0.00 £5.82 £0.00 £0.00 **£0.00 ** £0.00
Date Description Date
Banked
Total Parent
Fees
Nursery
Edn
Funding
Other Fundrais
ing
Grant Donation
s
Bank
Interest
Cano
py
Fundr
aising
17/01/23 anna f feesjan/feb bacs £153.00 £153.00
01/02/23 eliza feesjan/feb bacs £238.00 £238.00
31/01/23 amazon giro £5.82 £5.82
25/01/23 lowenna feesjan/feb bacs £408.00 £408.00
alfie feesjan/feb bacs £178.50 £178.50
28/02/23 shropcouncil bacs £3,428.35 £3,428.35
dom feesjan/ feb bacs £192.00 £192.00
02/02/23 ava f feesjan/feb bacs £72.00 £72.00
£0.00
l £0.00
Expenditu re/ Payments £7,087.15 £6,006.86 £0.00 £0.00 £0.00 £45.05 **£99.44 ** £0.00 £0.00 £0.00 £125.00 £0.00 £60.00 £0.00 £50.00 £0.00 £0.00 £0.00 £0.00
Date Description Cheque
No
Total Salaries Rent Utilities Ins Stationer
y Art /
Craft
Consum
ables /
Supplies
Refre
shme
nts /
Milk
Stamps Outings
/
Activitie
s
Training Telepho
ne
Advertisi
ng
Vol'tr
Exp
Ofsted
Reg Fee
Membe
rship
Fees/
Periodi
cals
Capital
Eq't
Petty
Cash
Misc
05/01/23 learningalliance d d £350.40 £350.40
18/01/23 forwardproducts bacs £45.05 Payroll
Costs
£45.05
18/01/23 hartleynewton accountant bacs £25.20 £25.20
18/01/23 kprince reinburse bacs £14.40 £14.40
19/01/23 parish newsjan bacs £210.00 £150.00 £60.00
24/01/23 kprince reinburse bacs £35.00 £35.00
24/01/23 kprince reinburse bacs £15.04 £15.04
31/01/23 d florian wagesjan bacs £536.08 £536.08
31/01/23 p jones wagesjan bacs £529.24 £529.24
31/01/23 jdriscoll wagesjan bacs £1,068.91 £1,068.91
31/01/23 kprince wagesjan bacs £1,122.87 £1,122.87
31/01/23 hmrcjan bacs £73.66 £73.66
02/02/23 nestjan bacs £91.21 £91.21
06/02/23 learningalliance Feb d d £0.00
17/02/23 hartleynewton naccountant bacs £0.00
17/02/23 univerdsityof chester bacs £150.20 £25.20 £125.00
18/02/23 Ofsted bacs £200.00 £150.00 £50.00
28/02/23 kprince wages feb bacs £907.07 £907.07
28/03/23 jdriscoll wages feb bacs £711.10 £711.10
28/02/23 d florian wages feb bacs £574.84 £574.84
28/02/23 p jones wages feb bacs £391.88 £391.88
28/02/23 kprince reinburse bacs £35.00 £35.00
£0.00
£0.00

Half Term: ary to Easter 2023

Half Term: aryto Ea ster 2023
Income/ R eceipts £1,280.00 £1,095.00 £0.00 £185.00 £0.00 £0.00 £0.00 £0.00 £0.00
Date Description Receipt
No
Total Parent
Fees
Nursery
Edn
Funding
Other Fundrais
ing
Grants Donati
ons
Bank
Interest
Canopy
Fundrais
ing
£0.00
01/03/23 dom feesjan/feb bacs £180.00 £180.00
23/03/23 kerry payment overpaid bacs £35.00 £35.00
30/03/23 dom fees mar bacs £300.00 £300.00
31/03/23 Ava fees mar £60.00 £60.00
09/03/23 Lowenna fees mar bacs £300.00 £300.00
eliza fees mar unpaid £223 £0.00
12/03/23 Alfie fees mar bacs £127.50 £127.50
08/03/23 Annabel fees mar bacs £127.50 £127.50
Rileyfees unpaid £102 £0.00
16/03/23 refund overpaidpurpleplus £150.00 £150.00
lowenna fees march unpaid £12 £0.00
£0.00
£0.00
£0.00
~~£0.00~~
£0.00
£0.00
Expenditu re/ Payments £4,080.49 £3,965.20 £50.40 £0.00 £0.00 £0.00 £64.89 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00 £0.00
Date Description Cheque
No
Total Salaries Payroll
Costs
Rent Utilities Insura
nce
Station
ery
Art /
Craft
Consum
ables /
Supplie
s
Refresh
ments /
Milk
Stamps Outing
s /
Activiti
es
Trainin
g
Teleph
one
Advert
ising
Vol'tr
Exp
Ofsted
Reg
Fee
Memb
ership
Fees/
Periodi
cals
Capital
Eq't
Petty
Cash
Misc
springrent april £600 not cleared
03/03/23 Nest Feb bacs £38.06 £38.06
28/02/23 HMRC Feb bacs £0.00
06/03/23 eyalliance March SO £25.20 £25.20
31/03/23 kprince wages mar bacs £1,249.10 £1,249.10
31/03/23 jdriscoll wages mar bacs £910.10 £910.10
31/03/23 p jones wages mar bacs £981.06 £981.06
31/03/23 d florian wages mar bacs £786.88 £786.88
31/03/23 hmrc march £0.00 £0.00
nest march £147.62 notpaid
31/03/23 eyalliance end ofyear £25.20 £25.20
31/03/23 forwardsproducts £64.89 £64.89
£0.00
£0.00

Month:

Month:
Income/ Receipts Totals:
Date Description Receipt
Number
Total Parent Fees Nursery Edn
Funding
Milk Fund Fundraising Grants Donations

Bank Intergst Other

Expendi ture/ Payments Totals:
Date Description Cheque
Number
Total Salaries Payroll Costs Rent Utilities Insurance Stationery
Consumables Refreshments Milk Outings Training Telephone Advertising Volunteer
Expenses
Ofsted
Registration Fee

Membership Feesl Periodicals ui ment

Monthly Totals

Income/ Receipts

**Month ** Total Parent Fees Nursery Edn
Funding
Milk Fund Fundraising Grants Donations Bank Interest
1
2
3
4
5
6
7
8
9
10
11
12

Expenditure/ Payments

**Month ** Total Salaries Payroll Costs Rent Utilities Insurance Stationery Consumables
1
2
3
4
5
6
7
8
9
10
11
12

Monthly Tota

Income/ Receip

**Month ** Total Other
1
2
3
4
5
6
7
8
9
10
11
12

Expenditure/ Pa

**Month ** Total Refreshments Milk Outings Training Telephone Advertising Volunteer
Expenses
1
2
3
4
5
6
7
8
9
10
11
12

Monthly Tota

Income/ Receip

Month Total 1 2 3 4 5 6 7 8 9 10 11 12

Expenditure/ Pa

**Month ** Total Ofsted
Registration Fee
Membership
Fees/
Periodicals
Equipment
1
2
3
4
5
6
7
8
9
10
11
12

PETTY CASH - 2017/18

PETTY CASH - 2017/18 Balance b/f 1 2 3 4 5 6 7 8 9 10

I

I

I

I

Other Income

Date Name £ - £ - £ - £ - £ -
Preschool
Badge
Sponsored
Walk
Car
Boot

CASH BANKED

BANKED
Cash Details
Total Cash Date Banked
£151.00
4/27/2017
~~Jess Quinn & Jack Foreman~~
fess
Bradley& Freya fees
~~Bh Albi E~~
£166.00 5/17/2017
~~etany, e. sme &~~
Indi fees
£425.00 5/30/2017
? £70.00 6/7/2017
Lyla fees,Odin regfees
~~l f idi &~~
£75.00 7/3/2017
~~cara reg ee, n esme~~
fees
£526.00 7/14/2017
Albie, Jack, Bradley, Ollie
fees,uniform
£435.00 8/3/2017
Serena & Hunter regfees £20.00 9/25/2017
Isaac reg fee, esme & Jack
fees
£325.00
10/6/2017
LOST RECEIPT £201.75 10/30/2017
Grotto takings, hunter fees,
serena extra hour
£211.50
12/7/2017

Receipt No io li 12 13 14 15

SUMMER FUNDRAISING EVENT FRIDAY 11TH JULY 2014. BOMERE HEATH VILLAGE HALL

ACCOUNTS

TOTAL EXPENDITURE
TOTAL INCOME
EXCESS INCOME OVER EXPENDITURE
£0.00
£0.00
£0.00

EXPENDITURE £0.00

DATE DESCRIPTION **POSTAGE ** STATIONERY RENTALS FEES ADVERTISING MISC FOOD DRINKS PRIZES
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

INCOME

£0.00

DATE DESCRIPTION SPONSOR TICKETS BINGO DRINK **SPOT GAMES ** **BUCKET ** **RAFFLE ** AUCTION
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

XMAS FUNDRAISING EVENT FRIDAY 11TH JULY 2014. BOMERE HEATH VILLAGE HALL

ACCOUNTS

ACCOUNTS
TOTAL EXPENDITURE
TOTAL INCOME
EXCESS INCOME OVER EXPENDITURE
£0.00
£0.00
£0.00

EXPENDITURE £0.00

DATE DESCRIPTION
POSTAGE TATIONER RENTALS FEES
DVERTISIN MISC
0.00 0.00 0.00 0.00 0.00 0.00

INCOME

£0.00

DATE DESCRIPTION
SPONSOR TICKETS BINGO **DRINK ** POT GAME BUCKET
0.00 0.00 0.00 0.00 0.00 0.00
FOOD DRINKS PRIZES
0.00 0.00 0.00
**RAFFLE ** AUCTION
0.00 0.00

BOMERE HE4TH SUNSHINE PRE-SCHOOL Registered Charity number= 1041689 Accounts for year endin8 319t March 2023 Prepared by Amaftda Hartle*Newton Mernber of ICB Practice Licence number. 16520 URPLE BOOKKEEPING

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Indepeiident Examiner s Report Report to the tn￿t Bomero Heath Sunshlm Pre4ehool On accounts for the year onded 31" March 2023 Charity no (If any> 1041689 Set out on pages 14 I retKJrt lo the trustees ￿ my examin)ation of the accoun15 of the above chafity ('the T￿￿r) fw the year ended 3110312023. Responslbilltles and As the dwity InK818es of the ycw we respcmsible for th8 preparation basis of report of the acfX)unts in acccdano the reoiirernents of the Ch¥ities Act 2011 (Ihe Acr). I report in respect of my 0￿1m1nat1￿ of the Trust's aX￿nts carried out r section 145 of the 2011 Act and in c2ryirvJ out my examination. I have folkrywed the apFAi¢xi4e DirectiL1￿ given by the Ch￿lty Comrnission under Secti(￿ 145(5){b) of the Ac. I have (x)nyleted my examinatic￿. I ￿nfIrM that no material matters have corne to my attention {olher Ihan that disclosed below ") in connection with the examinats"￿ whth gves cause to believe thal in. any material Independent examlnerfs statement cryJntir¥J records were not kept in a¢cA)rd￿￿ ￿ry1h section 130 of theActi the alxounts do acu)rd ith ts ac(>Junting records I have ￿ Conce￿ and have (x)me across other matters in cA)nnection with the examination to which attention should be drawn in order lo enable a p￿)per u￿tandi[￿j of the a￿nIS lo be reached. . Please delete the ￿ in the brackets rfthey do not 8ppIy. Signed: 2210912023 Name: Calhryn AmarNJa Hartley-Newt( Reknvant professlonal quallficatlorfs) or body (If any): Member of Inslliute d Certified B(4￿{eepErS - Licen￿ n￿￿)er 16520 ICB Level 3 Dwoma Hi Bookkeeping Address: Holy CLypice. up1(￿ Magna SHREWSBURY. Shftwshire SY4 4TZ IER October 2018

Section 8 Disclosure Cknly C￿nplete if the examiner needs to htghlight matters of concem (see CC32. Independent examinati(wi of charity accounts: directions and guidance for examiners). Glve here brief dotails of any items that the 6xamlner Wish￿ to disclose. IER October 2018

BOMERE HEATH SUNSHINE PRE-5CHOIX Registered a)arity Number: 1041689 STATEMENT OF ASSEfs & LIABILrriES AS AT 1ST APRIL 2022 2021-2Z CURRENT ASSETS Current Accotsnt Petty Cash Debtors Funding not received HMRC Overpayment not reCeI￿d 12,499.30 14.211 360.00 780.IJJ 153.96 CURRENT UA8iufiES Nest CC￿trIbUtion for March 2022 Free School Meal vouchers owed for Easter 2022 NET A5SEfs (CURRENT ASSETS-alRRENf UABIUTIES) 1178.98} 190.(M)I 13,520A)7 FINA￿D BY: Acc￿lU1ated Fund Carried Forward 13,520.07 ACCUMULATED FUND CIF 13.520.07

BOMERE HEATH SUNSHINE PRE-SCHOOL Registered Charity Number: 1041689 CURRENT ACCOUNT YEAR ENDING 31ST MARCH 2023 2022-23 11499.30 £ 2021-22 22,285.79 Openlry 831a￿e IM tst Apll 2(r22 INCOME Early Years Entitlement F￿dIng for 2.3 & 4 w olds Childcare vouchers Fee5 from parents Fundraising Grants Donations Outings Miscellaneijus induding cretht note5 & refunds 34,7CK1.64 £ 372.(X) £ 7,048.50 £ 243.22 £ 1.070.07 451.ljl £ f93.00 £ 232.47 23,639.28 9,358.88 4.133.50 907.75 134.48 EXPENDITURE Wages i￿ludirE HMRC PAYE & NIC Payroll costs Includlng Nest Rent & utillties Insurance stati(y￿ry. postage, art & craft Refreshments Consurnables including art & craft Outings Training costs Advertising Registration fees - Ofsted & ICO Membership fees Accounts Capital Equiprnents Petty Cash Miscellaneous 41.79&58 £ 3.342.53 £ 1,2(X).(x) £ 596.56 £ 229.61 £ 40.011.58 2,928.86 1.8CKJ. 583.86 11.05 397.73 191.14 85.48 194.40 55.00 85.00 79.99 150.00 755.99 630.30 370.86 £ 251.cil £ I60.￿ £ 60.IXJ £ 85.(K) £ .(x) £ 273.45 48.517.59 £ 47,96038 Prof￿(L￿$) (4339.&9J £ 19,786.491 Ooslry BalarKe c/ 31st Marth 2023 8.159.61 £ 12,49930

BOMERE HEATH SUNSHINE PRE-SCHOC Registered tharity Number.. 1041689 PErrY CASH ACCOUNT YEAR ENDING 31ST MAROI 2023 LknningBaance on 15tApril 2022 INCCAIE INCCWIE Cash Donations Fundrai&n8 1421) £ 40.55 la0.￿ £ 20.IKJ 368.￿ £ 201.C() TOTAL114CChlE 498.19 £ 226.lY) EXPENDrruRE Refreshments Consumables Equipment Stationery Training- online Miscellaneous-gifts, parking etc. TOTAL EXPENDiniRE 54.38 £ 202.69 £ 55.12 £ 33.54 £ 17.24 137.75 73.92 17.85 24.Ll) 94.97 £ 440.70 £ 270.76 ProfiV(L(￿>0Th Pettycath 57.49 £ 44.76 aoslng B*nce clfon 31st Mw¢h 20Z3 53.28 £ 14.21

BOMERE HEATH sU￿HINE PRE-SCHOC Re8lStered Charity Number: 1041689 PErrY CASH DEtAIL YEAR ENDING 31ST PAAROI 2023 INCOME Transfer TOTAL 14.211 £ 221.(M) nir¥ balarte A ri12022 May June Jul August/September October November December Janua 2023 February March TOTAL EXPENDrruRE 421) 221.(Kl 169.05 98.14 £ 169.05 98.14 io. io.c 49&19 £ 498.19 Refreshments &72 130 4.43 co￿$UMables 30.55 22.17 41.42 Admin £ 20. £ 3.25 A dl 2022 Ma June July io. 69.27 27.72 78.35 17.10 77.17 59.06 57.32 19.15 5.55 17.43 12.58 2.50 £ 30.1)) ust/Se October November December January 2023 Februa March ember 27.07 2.50 £ 7.85 £ 0.79 £ 1.65 25.80 15.81 12.84 £ 29.97 £ 35.00 6.31 5.55 5.10 12.33 3.74 TOTAL 5438 202.69 55.12 £ 9437 £ 440.70

BOMERE HEATH SUNSHINE PRE-SCHOOL Re8lStered Charity Number: 1041689 RE￿IpTs & PAYMENTS AccouKf YEAR ENDING 31ST MARCH 2023 2022-23 Open1￿ Bala￿e ￿ tst Awll 2022 INCOME Early Years Entitlement Funding f<y 2,3 & 4 w olds Minus EYE funding reoived for Spring 2022 Childcare vouchers Fees from parents Minus fees paid by parents for March 2022 Plus Fees owed by pa￿nts for March 2023 Fundraising Plus pettycash paid in Grants Donations Outings Miscellaneous induding cre(fit notes & refunds Minus HMRC overpayment for 2021-2022 12,499.30 34.7Tr).64 1780.IXI} £ 372.￿ £ 7.048.50 {360.(K)) 337.(X) £ 243.22 498.19 £ 33,920.64 372.(Ki 7,025.50 741.41 L070.07 451. 232.47 (153.96} £ 78.51 43.719.13 EXPENDtruRE Wages including HMRQ PAYE & NIC Payroll costs indudlng Nest Plus accn*d Nest ccrfltrilxrtion for Marth 2023 Minus accrued Nest contributirA) fw Marth 2022 Rent + u￿1}t3eS Plus accrued rent (Med Sprin8 2023 Insurance Stationery. postage, art & craft Refreshments Consumables Includi￿ art & Crnft Outing5 Training costs Advertising Registration fee5 - Ofsted & ICO Membership fee5 Accounts Capital Equipments Petty Cash spending - c￿lSUMable5. food and cleaning Miscellaneou5 Minus F5M vouchers fLY Easter 2022 41,798.58 3,342.53 147.62 (178.981 £ 1.2(K). 6CKI.￿) £ 3,311.17 i.8￿.00 596.56 229.61 370.86 251.CKI 160.00 85.(¥J 150.IXJ 440.70 273.45 (90.￿} £ 183.45 49,436S3 Profitl(Loss) 15,717.80) a051￿ Bala￿e cl 3tst 2023 6,781.50

BOMERE HEATH SUNSHINE PRE-SCH(X)L Registered awrity Number. 1041689 BALANCE SHEEf YEAR AS AT 31ST MAROI 2023 2022-23 FIXED ASSErs None recorded CURRENT A5SET5 Current Account Petty Cash Debtors 8,159.61 53.28 337. CURRENT LIABILMES Nest contribution for March 2023 Rent for Spring term 2023 {147.621 1600.(M)I NEf ASSETS ICURRENT AssEfs-CURREKf UABIUTIESI 7W227 FINAN￿D BY: Accumulated Fund brought fO￿ard from 3VO¥2022 Opernth¥ loss 13,520.07 {5,717.801 ACCUMULATED FUND c/f 7.80227 Sl8ned Lry: Treaswer: In(kpendently examlned iry Amanda Hartley.NewtL pU￿e Plus Bth*kee ICB Uceffe m 16520 M 22nd Sept¢mber 21ll3

NOTES FOR ACCOUNTS •• Ck) not include cash income and expenditure on Treasurerfs Accounts workt¥)ok Instead record this infomiation on the petty cash sheets. Keep cash and other transactions separate unless cash into bank accounL tb more fundraising to increase surplus funds Create a Reser¥es acccx#tt as a back up f￿d.