OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2024-08-31-accounts

:

,

. 7 i

a

Ladybirds Pre-School Keelby

_Charity No. 1043683 —

Trustees' Report and Unaudited Accounts

31 August 2024

i

,

.

;

Ladybirds Pre-School Keelby Contents

. Pages

Trustees’ Annual Report
2to4

Independent Examiner's Report
5
Statement of Financial Activities 6

Balance Sheet
7

Notes to the Accounts

-
8to13
;
DetailedStatementof FinancialActivities 14to15

Page 1

ant

. -

Ue : ° *. 7 ° oO oS : 7

a.

;

J

Zz .- 7 ;

" 7 . oy _

.

==> picture [510 x 617] intentionally omitted <==

----- Start of picture text -----
.
Ladybirds Pre-Schoo! Keelby . : ‘
Trustees Annual Report ce,
The trustees present their report with the unaudited financial statements of the charity for the year ended a
31 August 2024. oo.
REFERENCE AND ADMINISTRATIVE DETAILS mt,
)
Charity No. 1043683 , ot
Principal Office oo
Keelby GP School _ >
Manor Street ; woe
Keelby vas
Grimsby , a,
TrusteesDN41 8EF ) at!:
The following trustees served during the yéar: -
S. Chadwick sf
B. Hazard ' .,
H. Somerscales a
R. Wakefield
Key Management Personnel - Ast
Chair Belinda Hazard a
Treasurer/Secretary Helen Somerscales te
Accountants ;
AG Smith & Co Ltd os
Chartered Certified Accountants od
Unit 8 Laceby Business Park ol
Grimsby 73
N € Lincolnshire , Cy
DN37 70P ook,
Bankers
:
35BarclaysVictoria BankStreet og: ;
Grimsby
North East Lincolnshire :
DN31 1DL ; _ tf
OBJECTIVES AND ACTIVITIES . en
The purpose of the charity is to enhance the development and education of children under statutory school ot
age by encouraging parents to understand and provide for the needs of their children through community .
groups. —_
----- End of picture text -----

Page 2

:

Ladybirds Pre-School! Keelby

Trustees Annual Report

ACHIEVEMENTS AND PERFORMANCE

In 2023-24, we provided places for 33 children of a pre-school age, with services provided ranging from 15 hours to 30 hours childcare, along with a breakfast and afterschool offering. Our strategy continued to be training our staff to the highest possible levents therefore enabling us to provide the best childcare setting in the local area. ,

We continued to use the EYFS curriculum which is fully implemented in all areas both inside and out. Our links with the primary school are strong, with transition from preschool to foundation class being seamless. We continued to build strong bonds with our parents/carers, who have been supportive of the committee.

FINANCIAL REVIEW

.

The charity is primarily funded by government funding for childcare, topped up with fees to parents outside of that funding. The performance for the year shows a net income of £5,558, primarily due to an increase in income combined with an decrease in salaries, reduced b an increase in utilities costs which had previously not been charged. Funds carried forward at the year end amounted to £28,380 and are all unrestricted.

The reserves policy is to maintain unrestricted reserves sufficient to cover 3 months costs.

PLANS FOR FUTURE PERIODS

;

With the support of the parents/carers, the Trustees are continuing working to wards changing the charity into a Charitable Incorporated Organisation, and are currently working with OFSTED to register the new organisation prior to the changeover.

STRUCTURE, GOVERNANCE AND MANAGEMENT

The charity is a voluntary organisation and is governed by its constitution.

The Charity constitutes a public benefit entity as defined by FRS 102.

Membership of the committee is open to all parents or guardians on the attendance register of the pre-school, and to other persons who are interested in furthering the work of the charity.

The existing Trustees have the right to approve or reject applications for membership as part of the governing document. The charity must have a minimum of 2, and no more than 8 trustees.

Statement of trustees’ responsibilities in relation to the financial statements

The charity trustees are responsible for preparing a trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). .

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with the Charities Act 2011, the applicable Charities (Accounts and Reports} Regulations, and the provisions of the Trust deed. The Trustees are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

.

Page 3

; Ladybirds Pre-School Keelby veg? Trustees Annual Report

oo eo

;

.. 7 : 7

r ,

, “ . . oO my

Signed on behalf of the charity's trustees

| Somerscales Trustee 06 August 2025

==> picture [1 x 2] intentionally omitted <==

----- Start of picture text -----
)
----- End of picture text -----

a 7

Page 4

Ladybirds Pre-School Keelby Independent Examiners Report

Independent Examiner's Report to the trustees of Ladybirds Pre-School Keelby

| report to the trustees on my examination of the financial statements of Ladybirds Pre-School Keelby for the year ended 31 August 2024. : ;

Responsibilities and basis of report

As the charity's trustees you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 {'the Act’).

| report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination | have followed all the applicable Directions given by the Charity Commission under section 145(5}{b) of the Act.

Independent examiner's statement

| have completed my examination. attention.

During our examination, we were unable to verify expenses to invoices, as these had been provided to the previous bookkeeper who the Trustees, charity employees and my firm have been unable to contact. After performing analytical procedures, reviewing the electronic records, and considering our knowledge of the charity, we believe that these accounts are reasonable and in line with our knowledge of the charity.

| have no other concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

HEAG Smhith FCCA

AG Smith & Co Ltd

Chartered Certified Accountants

Unit 8 Laceby Business Park

' NE Lincolnshire ON37 7DP 06 August 2025

Page 5

. _

5

; a

; - :

‘ , :

s

.

_ oe . -

:

:

:

Ladybirds Pre-School Keelby Statement of Financial Activities for the year ended 31 August 2024

Unrestricted

Unrestricted
funds Totalfunds Total funds
2024 2024 2023
Notes £ £ £
Income and endowments
from:
Charitable activities 3 120,975 120,975 102,743
Investments 4 340 340 30
Other S - - 20
Total 121,315 121,315 102,793
Expenditure on:
Charitable activities 6 97,473 97,473 106,867
Other 7 18,284 18,284 16,622
Total 115,757 115,757 123,489
Net gainson investments - - -
Netincome/(expenditure) 8 5,558 5,558 (20,696)
Transfers between funds - - -
Neti
e/(expendit
et income/(expenditure)
before othergains/{losses}
. 5,558 5,558 (20,696)
Other gainsand losses
Netmovement infunds 5,558 5,558 (20,696)
Reconciliation offunds:
Total funds brought forward 22,822 22,822 43,518
Totalfundscarriedforward 28,380 28,380 22,822

,

-.

Page 6

Ladybirds Pre-School Keelby Balance Sheet

;

==> picture [430 x 315] intentionally omitted <==

----- Start of picture text -----
at 31 August 2024 .
Charity No. 1043683 2024 2023
£ £
Current assets
Debtors ; 10 3,685 3,999
Cash at bank and in hand $2,127 34,209
55,812 38,208
Creditors: Amount falling due within one year 11 (27,432) (15,386)
Net current assets 28,380 22,822
Total assets less current liabilities 28,380 22,822
Net assets excluding pension asset or liability 28,380 22,822
Total net assets 28,380 22,822
The funds of the charity ;
Restricted funds 12
Unrestricted funds 12
General funds 28,380 22,822
28,380 22,822
Reserves 12
Total funds 28,380 22,822
----- End of picture text -----

Approved by the trustees on 06 August 2025

==> picture [169 x 76] intentionally omitted <==

----- Start of picture text -----
And signed on their behalf by:
Mrusteeo- —— /
06 August 2025
----- End of picture text -----

Page 7

Ladybirds Pre-School Keelby Notes to the Accounts

, i

,

. ;

Notes to the AccountsAccounts ,;
,
theyear ended 31 August 2024
Accounting poticies
Basis of preparation
The financial statements have been prepared in accordance with Statement of Recommended Practice: : 5
Accounting and Reporting by Charities preparing their accounts in accordance with the Financial .
Reporting Standard applicable intheUK and Republic if Ireland (FRS 102) issued on 16July2014 and the "
Financial ReportingStandard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the ;
oO
Charities Act 2011.
The charity is a public benefit entity. -
Fund accounting
Unrestricted funds These are available for use at the discretion ofthe trustees in furtherance of the
general objects ofthe charity. :
Income
Recognition of Income is included in the Statement of Financial Activities (SoFA)when the charity
income becomes entitled to, and virtually certain to receive, the income andtheamount of :
the income can be measured with sufficient reliability. ,
Income with related Where income has related expenditure the income and related expenditure is
expenditure reported gross in the SoFA. .
Donations and Voluntaryincome received byway of grants, donations and gifts is included in the ;
legacies the SoFAwhen receivable and onlywhen the Charity has unconditional entitlement
to the income. -
Volunteer help The value ofanyvolunteer help received is not included in the accounts. ;
Investment income This is included in the accounts when receivable.
Expenditure 7
Recognition of Expenditure is recognised on an accruals basis. Expenditure includes anyVATwhich
expenditure cannot be fully recovered, and is reported as part ofthe expenditure towhich it .
relates.

.
,
Expenditure on These comprise the costs associated with attracting voluntary income, fundraising
raising funds trading costs and investmentmanagement costs. :
Expenditure on These comprise the costs incurred by the Charity in the delivery of its activities and
charitable activities services in the furtherance of its objects, includingthemaking ofgrantsand , ;
governance costs.
Governance costs These include those costs associated with meeting the constitutional and statutory ; ;
requirements ofthe Charity, including any audit/independent examination fees, .
costs linked to the strategic management ofthe Charity, together with a share of :
other administration costs.
Otherexpenditure These are support costs not allocated to a particular activity.
Taxation ; ; -

for the year ended 31 August 2024

1 Accounting poticies

The financial statements have been prepared in accordance with Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic if Ireland (FRS 102) issued on 16 July 2014 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

The charity is a public benefit entity.

Taxation

The charity is exempt from tax on its charitable activities.

==> picture [2 x 9] intentionally omitted <==

----- Start of picture text -----
.
----- End of picture text -----

==> picture [14 x 10] intentionally omitted <==

----- Start of picture text -----
_ |
----- End of picture text -----

Page 8

Ladybirds Pre-School Keelby

Notes to the Accounts

Trade and other debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or Jess and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities, In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the company's cash management.

Trade and other creditors

Short term creditors are measured at the transaction price. Other creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due. ,

Leased assets

Operating lease payments are recognised as an expense ona straight-line basis over the lease term.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution pian is a pension plan under which the charity pays fixed contributions into a separate entity. Once the contributions have been paid the charity has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the charity in independently administered funds.

Page 9

:

:

:

.

Ladybirds Pre-School Keelby

Notes to the Accounts

2 Statement of Financial Activities - prior year

2 Statement of Financial Activities - prior yearyear
Unrestricted
funds Total funds
2023 2023
£ £
Income and endowments from:
Charitable activities 102,743 102,743
Investments 30 30
Other 20 20
Total 102,793 102,793
Expenditure on:
Charitable activities 106,867 106,867
Other 16,622 16,622
Total 123,489 123,489
Netincome income (20,696) (20,696)
Net income before other
;
gains/(losses)
(20,696) (20,696)
Other gains and losses:
Netmovement movement infunds (20,696) (20,696)
Reconciliation offunds:
Total funds brought forward 43,518 43,518
Total funds carried forward 22,822 22,822
3 Incomefrom charitable activities
Unrestricted Total Total
2024 2023
£ £ £
Nursery Fees 120,975 120,975 102,743
120,975 120,975 102,743
4 Income from investments

Unrestricted

Total
Total
2024 2023
£ £ £
Bank interest 102 102 30
Other interest received 238 238 -
340 340 30

|

Page 10

Ladybirds Pre-School Keelby

,

Notes to the Accounts

'

5 Other income

.

==> picture [436 x 523] intentionally omitted <==

----- Start of picture text -----
|||||||| |---|---|---|---|---|---|---| |:|Total|Total| |'|2024|2023| |£|£| |Miscellaneous|income|-|20| |-|20| |6|Expenditure|on|charitable|activities| |Unrestricted|Total|Total| |2024|2023| |£|£|£| |Expenditure|on|charitable| |activities| |Wages|90,899|90,899|99,114| |Sacial|security|1,503|1,503|2,439| |Pension|1,720|1,720|2,295| |Other|direct|costs|1,575|1,575|1,243| |Governance|costs| |Accountancy|1,776|1,776|1,776| |97,473|97,473|106,867| |7|Other expenditure| |Unrestricted|Total|Total| |2024|2023| |£|£|£| |Other|interest|payable|(2,248)|(2,248)|5,821| |Employee|costs|155|155|510| |Premises|costs|12,629|12,629|3,038| |General|administrative|costs|7,552|7,552|5,934| |Legal|and|professional|costs|196|196|1,319| |:|18,284|18,284|16,622| |8|Net|income/({expenditure)|before|transfers| |2024|2023| |This|is|stated|after|charging:|£|£| |Independent|Examiner's|fee|888|888| |Otherindependentfees|paid examinerto|the|auditor|or|888|888|

----- End of picture text -----

. Page 11

oul . a. 2 : ; - . 7 “

:

a, a oroo ‘ = . * a 1 ow ue oa7 Lf 4 nt as 4 . us : 3 oe a“ oe

Ladybirds Pre-School Keelby Notes to the Accounts 9 Staff costs

:

, :

.

9 Staff costscosts
2024, 2023
Salaries and wages 90,899 99,114
Social securitycosts 1,503 2,439
Pension costs 1,720 2,295
94,122 103,848
Noemployee received emoluments in excess of£60,000,
Totalemployee benefits received by keymanagement
personnel
32,897 33,861
Theaverage monthlynumberoffull timeequivalentemployees duringtheyearwasasfollows:
: 2024 2023
Number Number
Charitable activities 3 3
3 3
The average monthly number ofemployees (headcount) during the yearwas as follows:
2024 2023
Number Number
Charitable activities 7 7
10 Debtors ~~
2024 2023
Trade debtors 3,685 3,999
3,685 3,999
11 Creditors:
amounts fallingduewithinoneyear
2024 2023
£ £
Other taxes and social security 21,707 12,187
Othercreditors 2,173 1,423
Accruals 3,552
27,432
: 1,776
15,386

==> picture [15 x 14] intentionally omitted <==

----- Start of picture text -----
ws
----- End of picture text -----

Page 12

Ladybirds Pre-School! Keelby

Notes to the Accounts

12 Movement in funds

Incoming *
resources
, .
.
(including
Atl
other
.
September _— gains/losses
Resources
expended
A At 31
t
us
ue
2024
2023 )
£ £ £
Restricted funds:
Unrestricted funds:
General funds 22,822 121,315 (115,757) 28,380
Total funds 22,822 121,315 (115,757) 28,380
13 Analysis ofnet net assets between funds
Unrestricted
funds
Total
£ £
Net current assets 28,380 28,380
_—_28,380 28,380
14 Commitments

Pension commitments

The Charity operates a defined contribution pension scheme, The assets of the scheme are held separately from those of the Charity in an independently administered fund.

2024 2023
£ £
The pension cost charge to the charity
amounted to: 1,720 2,295
Unpaid contributions due tothe fund are
: includedinothercreditorsandamountedto: ___—2,173 1,423

Page 13

.

/ .

a |

: yO _ : a '

.

_ a 7 : : Lo OT ve oe oe . . : sO

: :

. . : ‘ 7 . F , ) : . . . ' . . |

; : .

Ladybirds Pre-School Keelby Detailed Statement of Financial Activities

for the year ended 31 August 2024 :

Unrestricted
funds Totalfunds Total funds
2024 2024 2023
£ £ £
Incomeandendowmentsfrom:
Charitable activities
Nursery Fees 120,975 120,975 102,743
120,975 120,975 102,743
Investments
Bank interest 102 102 30
340 340 30
Other .
Miscellaneous income - - 20
. a0
Total income and endowments 121,315 121,315 102,793
Expenditure on:
Charitable activities
Wages 90,899 90,899 99,114
Social security 1,503 1,503 2,439
Pension 1,720 1,720 2,295
Other direct costs 1,575 1,575 1,243
95,697 95,697 105,091
Governance costs
Accountancy 1,776 1,776 1,776
1,776 1,776 1,776
Total ofexpenditure on charitable
ae
activities
97,473 97,473 106,867
Other expenditure
Interest on late paid PAYE (2,248) (2,248) 5,821
(2,248) {2,248} 5,821
Employee costs
Stafftraining 155 155 510
155 155 $10
Premises costs
Rent 1,000 1,000 2,000
Rates 266 266 355
Light, heat and power 9,098 9,098 -
Premises cleaning 1,873 1,873 1,318
Premises repairsand
'
P
maintenance
392 392 (635)
12,629 12,629 3,038

==> picture [1 x 1] intentionally omitted <==

----- Start of picture text -----
.
----- End of picture text -----

Page 14

t

'

Ladybirds Pre-School Keelby

Detailed Statement of Financial Activities

General administrative costs, General administrative costs, ,
including depreciation and
amortisation .
General insurances 3,869 3,869 3,479
Software, !Tsupport and

costs
related . 186 186 325
Stationery and printing 1,760 1,760 665
Sundry expenses 171 171 368
Telephone, fax and broadband 1,566 1,566 1,097
7,552 7,552 5,934
Legal and professional costs
Accountancyand bookkeeping - - 929
Other legal and
professional!
&
prenesst
196 196 390
costs .
196 196 1,319
Total ofexpenditure of other costs 18,284 18,284 16,622
Total expenditure . 115,757 115,757 123,489
Netgains on investments - - -
.
.
Net income/(expenditure}
5,558 5,558 (20,696)
Net income/(expenditure)
me/(exp
other gains/({losses)
before 5,558 . 5,558 (20,696)
Other Gains - - -
Net movement in funds 5,558 5,558 (20,696}
Reconciliation offunds:
Total funds brought forward 22,822 22,822 43,518
Totalfundscarriedforward 28,380 28,380 22,822

Page 15