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2022-08-31-accounts

Charity registration number: 1047898

Blundellsands Kindergarten Playgroup

Annual Report and Financial Statements

for the Year Ended 31 August 2022

Blundellsands Kindergarten Playgroup

Contents (continued)

Reference and Administrative Details 1
Trustee' Report 2 to 3
Statement of Trustee' Responsibilities 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 14

Blundellsands Kindergarten Playgroup

Reference and Administrative Details

Trustee Blundellsands Kindergarten Ltd Charity Registration Number 1047898 Principal Office Blundellsands Road West Blundellsands Liverpool L23 6TF Independent Examiner Stubbs Parkin Limited Chartered Accountants 55 Hoghton Street Southport PR9 0PG

Page 1

Blundellsands Kindergarten Playgroup

Trustee' Report

The members presents the annual report together with the financial statements of the charity for the year ended 31 August 2022.

Objectives and activities

Objects and aims

To enhance the development and education of children under statutory school age by encouraging parents to understand and provide for the needs of their children through community groups.

Public benefit

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Financial review

Policy on reserves

The Trustees have not yet set a formal reserves policy but are mindful of the need to maintain reserves at an adequate level to safeguard the viability of the charity in the event of a downturn in income.

Principal funding sources

The charity's income is derived from two main sources - fees from parents and guardians and grants from Sefton MBC.

Structure, governance and management

Nature of governing document

The Charity's governing document is the PPAS Play Group Constitution 2011. The Charity is also regulated by Ofsted.

The Charity is registered with the Charity Commission with the registered charity number 1047898.

Organisational structure

The corporate trustee Blundellsands Kindergarten Limited was appointed on 25 March 2021 and consists of:

An elected Chairperson, Secretary and Kindergarten Manager.

There is the formation of a parent's hub where parents can become involved in the day to day running of the kindergarten.

Financial instruments

Cash flow risk

During the year the Trustees analysed and reviewed the main risks faced by the charity and ensured that procedures were in place to address these. The chief concern was financial stability which is being monitored and addressed.

Page 2

Blundellsands Kindergarten Playgroup

Trustee' Report (continued)

Funds held as custodian trustee on behalf of others

The title to leasehold property acquired by the Kindergarten is vested in holding trustees. Blundellsands Kindergarten Limited acts as holding trustee for the charity.

The annual report was approved by the member of the charity on .................... and signed on its behalf by:

......................................... Blundellsands Kindergarten Ltd Trustee

Page 3

Blundellsands Kindergarten Playgroup

Statement of Trustee' Responsibilities

The trustee is responsible for preparing the trustee' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities requires the trustee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the member is required to:

The member is responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008, and the provisions of the constitution. The member is also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The trustee is responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Approved by the member of the charity on .................... and signed on its behalf by:

......................................... Blundellsands Kindergarten Ltd Trustee

Page 4

Blundellsands Kindergarten Playgroup

Independent Examiner's Report to the trustee of Blundellsands Kindergarten Playgroup

I report to the trustee on my examination of the accounts of Blundellsands Kindergarten Playgroup for the year ended 31 August 2022.

Responsibilities and basis of report

As the charity trustee of Blundellsands Kindergarten Playgroup you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Blundellsands Kindergarten Playgroup's accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiner’s statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of Blundellsands Kindergarten Playgroup as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the accounting requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair view' which is not a matter considered as part of an independent examination.

I have no 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 accounts to be reached.

...................................... Katharine Thompson FCA Chartered Accountants Stubbs Parkin Limited

55 Hoghton Street Southport PR9 0PG

10 May 2023

Page 5

Blundellsands Kindergarten Playgroup

Statement of Financial Activities for the Year Ended 31 August 2022

Note
Income and Endowments from:
Other income
Total income
Expenditure on:
Charitable activities
Other expenditure
4
Total expenditure
Net expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
15
Note
Income and Endowments from:
Donations and legacies
Other income
Total income
Expenditure on:
Charitable activities
Other expenditure
4
Total expenditure
Net expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
15
Unrestricted
funds
£
190,289
190,289
(192,507)
(31,270)
(223,777)
(33,488)
(33,488)
241,330
207,842
Unrestricted
funds
£
13,957
185,128
199,085
(196,585)
(11,896)
(208,481)
(9,396)
(9,396)
250,726
241,330
Total
2022
£
190,289
190,289
(192,507)
(31,270)
(223,777)
(33,488)
(33,488)
241,330
207,842
Total
2021
£
13,957
185,128
199,085
(196,585)
(11,896)
(208,481)
(9,396)
(9,396)
250,726
241,330

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2021 is shown in note 15.

The notes on pages 8 to 14 form an integral part of these financial statements. Page 6

Blundellsands Kindergarten Playgroup

(Registration number: 1047898) Balance Sheet as at 31 August 2022

Note
Fixed assets
Tangible assets
11
Current assets
Debtors
12
Cash at bank and in hand
13
Creditors: Amounts falling due within one year
14
Net current assets
Net assets
Funds of the charity:
Unrestricted income funds
Unrestricted funds
Total funds
15
2022
£
174,971
3,323
58,475
61,798
(28,927)
32,871
207,842
207,842
207,842
2021
£
190,849
1,693
79,655
81,348
(30,867)
50,481
241,330
241,330
241,330

The financial statements on pages 6 to 14 were approved by the , and authorised for issue on .................... and signed on behalf by:

.........................................

Blundellsands Kindergarten Ltd Trustee

The notes on pages 8 to 14 form an integral part of these financial statements. Page 7

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022

1 Accounting policies

Statement of compliance

The financial statements have been prepared in accordance with the second edition of the Charities Statement of Recommended Practice issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) and the Charities Act 2011.

Basis of preparation

Blundellsands Kindergarten Playgroup meets the definition of a public benefit entity under FRS 102. The accounts (financial statements) have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

Going concern

The trustee consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Income and endowments

Voluntary income including donations, gifts, legacies and grants that provide core funding or are of a general nature is recognised when the charity has entitlement to the income, it is probable that the income will be received and the amount can be measured with sufficient reliability.

Grants receivable

Grants are recognised when the charity has an entitlement to the funds and any conditions linked to the grants have been met. Where performance conditions are attached to the grant and are yet to be met, the income is recognised as a liability and included on the balance sheet as deferred income to be released.

Deferred income

Deferred income represents amounts received for future periods and is released to incoming resources in the period for which, it has been received. Such income is only deferred when:

Expenditure

All expenditure is recognised once there is a legal or constructive obligation to that expenditure, it is probable settlement is required and the amount can be measured reliably. All costs are allocated to the applicable expenditure heading that aggregate similar costs to that category. Where costs cannot be directly attributed to particular headings they have been allocated on a basis consistent with the use of resources, with central staff costs allocated on the basis of time spent, and depreciation charges allocated on the portion of the asset’s use. Other support costs are allocated based on the spread of staff costs.

Page 8

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

Charitable activities

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs

These include the costs attributable to the charity’s compliance with constitutional and statutory requirements, including audit, strategic management and trustee meetings and reimbursed expenses.

Government grants

Government grants are recognised based on the accrual model and are measured at the fair value of the asset received or receivable. Grants are classified as relating either to revenue or to assets. Grants relating to revenue are recognised in income over the period in which the related costs are recognised. Grants relating to assets are recognised over the expected useful life of the asset. Where part of a grant relating to an asset is deferred, it is recognised as deferred income.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Tangible fixed assets

Individual fixed assets costing £1.00 or more are initially recorded at cost.

Depreciation and amortisation

Depreciation is provided on tangible fixed assets so as to write off the cost or valuation, less any estimated residual value, over their expected useful economic life as follows:

Trade debtors

Trade debtors are amounts due from customers for merchandise sold or services performed in the ordinary course of business.

Trade debtors are recognised initially at the transaction price. They are subsequently measured at amortised cost using the effective interest method, less provision for impairment. A provision for the impairment of trade debtors is established when there is objective evidence that the charity will not be able to collect all amounts due according to the original terms of the receivables.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Page 9

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

Borrowings

Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the Statement of Financial Activities over the period of the relevant borrowing.

Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.

Borrowings are classified as current liabilities unless the charity has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustee discretion in furtherance of the objectives of the charity.

2 Income from donations and legacies

Total for 2022
Total for 2021
3
Other income
Fees and supplies
Total for 2022
Total for 2021
Unrestricted
funds
General
£
-
13,957
Unrestricted
funds
General
£
190,289
190,289
185,128
Total
funds
£
-
13,957
Total
funds
£
190,289
190,289
185,128

Page 10

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

Note
Legal and professional fees
Depreciation, amortisation and other similar costs
Total for 2022
Total for 2021
Unrestricted
funds
General
£
1,153
30,117
31,270
11,896
Total
funds
£
1,153
30,117
31,270
11,896

5 Analysis of governance and support costs

Governance costs

Independent examiner fees
Other fees paid to examiners
Total for 2022
Total for 2021
Unrestricted
funds
General
£
1,818
1,818
1,716
Total
funds
£
1,818
1,818
1,716

6 Government grants

The government grants received are all related to Covid-19.

The amount of grants recognised in the financial statements was £- (2021 - £13,957).

Page 11

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

7 Net incoming/outgoing resources

Net outgoing resources for the year include:

Depreciation of fixed assets
8
Staff costs
The aggregate payroll costs were as follows:
Staff costs during the year were:
Wages and salaries
Pension costs
Other staff costs
No employee received emoluments of more than £60,000 during the year
9
Independent examiner's remuneration
Other fees to examiners
The examining of accounts of any associate of the charity
2022
£
30,117
2022
£
126,708
7,105
1,574
135,387
2022
£
1,818
2021
£
9,409
2021
£
123,613
7,394
4,139
135,146
2021
£
1,716

Page 12

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

10 Taxation

The charity is a registered charity and is therefore exempt from taxation.

11 Tangible fixed assets

Cost
At 1 September 2021
Additions
At 31 August 2022
Depreciation
At 1 September 2021
Charge for the year
At 31 August 2022
Net book value
At 31 August 2022
At 31 August 2021
Land and
buildings
£
254,446
9,537
263,983
83,688
26,398
110,086
153,897
170,758
Furniture and
equipment
£
39,897
4,702
44,599
19,806
3,719
23,525
21,074
20,091
Total
£
294,343
14,239
308,582
103,494
30,117
133,611
174,971
190,849

Included within the net book value of land and buildings above is £Nil (2021 - £Nil) in respect of freehold land and buildings and £153,897 (2021 - £170,759) in respect of leaseholds.

12 Debtors

Prepayments
Other debtors
13 Cash and cash equivalents
Cash on hand
Cash at bank
2022
£
2,140
1,183
3,323
2022
£
-
58,475
58,475
2021
£
1,693
-
1,693
2021
£
79
79,576
79,655

Page 13

Blundellsands Kindergarten Playgroup

Notes to the Financial Statements for the Year Ended 31 August 2022 (continued)

14 Creditors: amounts falling due within one year

Other taxation and social security
Other creditors
Accruals
Deferred income
15 Funds
Unrestricted funds
General
Balance at 1
September
2021
£
241,330
Incoming
resources
£
190,289
2022
£
1,535
1,838
1,818
23,736
28,927
Resources
expended
£
(223,777)
2021
£
1,995
1,679
3,504
23,689
30,867
Balance at 31
August 2022
£
207,842

16 Analysis of net assets between funds

Tangible fixed assets
Current assets
Current liabilities
Total net assets
Tangible fixed assets
Current assets
Current liabilities
Total net assets
Unrestricted
funds
General
£
174,971
61,798
(28,927)
207,842
Unrestricted
funds
General
£
190,849
81,348
(30,867)
241,330
Total funds at
31 August
2022
£
174,971
61,798
(28,927)
207,842
Total funds at
31 August
2021
£
190,849
81,348
(30,867)
241,330

Page 14

Blundellsands Kindergarten Playgroup

Statement of Financial Activities by fund for the Year Ended 31 August 2022

Income and Endowments from:
Donations and legacies
Other income
Total income
Expenditure on:
Charitable activities
Other expenditure
Total expenditure
Net expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Total
Unrestricted
Funds
2022
£
-
190,289
190,289
(192,507)
(31,270)
(223,777)
(33,488)
(33,488)
241,330
207,842
Total
Unrestricted
Funds
2021
£
13,957
185,128
199,085
(196,585)
(11,896)
(208,481)
(9,396)
(9,396)
250,726
241,330

This page does not form part of the statutory financial statements. Page 15

Blundellsands Kindergarten Playgroup

Detailed Statement of Financial Activities for the Year Ended 31 August 2022

Income and Endowments from:
Donations and legacies (analysed below)
Other income (analysed below)
Total income
Expenditure on:
Charitable activities (analysed below)
Other expenditure (analysed below)
Total expenditure
Net expenditure
Net movement in funds
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Total
2022
£
-
190,289
190,289
(192,507)
(31,270)
(223,777)
(33,488)
(33,488)
241,330
207,842
Total
2021
£
13,957
185,128
199,085
(196,585)
(11,896)
(208,481)
(9,396)
(9,396)
250,726
241,330

This page does not form part of the statutory financial statements. Page 16

Blundellsands Kindergarten Playgroup

Detailed Statement of Financial Activities for the Year Ended 31 August 2022 (continued)

Donations and legacies
Grants receivable
Other income
Fees and supplies
Charitable activities
Classroom expenses
Wages and salaries
Staff pensions
Staff training
Staff welfare
Premises expenses
Promotional expenses
Repairs and maintenance
Printing, postage and stationery
Trade subscriptions
Sundry expenses
Travel and subsistence
Accountancy fees
Other expenditure
Legal and professional fees
Depreciation of freehold property
Depreciation of fixtures and fittings
Total
2022
£
-
-
190,289
190,289
(23,359)
(126,708)
(7,105)
(390)
(1,184)
(15,827)
(1,402)
(10,163)
(605)
(92)
(1,628)
(2,226)
(1,818)
(192,507)
(1,153)
(26,398)
(3,719)
(31,270)
Total
2021
£
13,957
13,957
185,128
185,128
(33,008)
(123,613)
(7,394)
-
(4,139)
(13,481)
(1,654)
(8,446)
(462)
(92)
(1,022)
(1,558)
(1,716)
(196,585)
(2,487)
(5,089)
(4,320)
(11,896)

This page does not form part of the statutory financial statements. Page 17

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Ana Menis's e-mail address is: blundellsandskind@gmail.com.