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2021-07-31-accounts

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Trustees Annual Report for the period

1 August 2020 to 31 July 2021

PK Pre-School

Charity number 1048334 Jubilee Hut, Whitmore Vale Road, Hindhead, Surrey GU26 6LU 01428 602970

Trustees

Wendy Lloyd (Chair) Debbie Barnes (Sec) Richard Lyon (Treasurer) Carol Houghton (Nursery Manager)

Georgina Cook Andy Copeland Erika Hughes Claire Jenkins Kelly Mowatt Verity Allan O’Sullivan Stephanie Owen Lauren Parker Nicola Vercoe Lucy Wilson

Structure, governance and management

PK Pre-School is run under the Preschool Learning Alliance model ‘preschool constitution 2011’ The committee is voted on at the AGM each year and all members are registered as trustees.

The organisational structure of the charity is as follows. It is divided into 4 sub-committees; Finance, Staffing and resources, Fundraising and Quality of learning, the members of the committee sit on at least one of these sub- committees. The members of staff for this period were Carol Houghton, Diane Husband, Julie Oliver, Anne Aitken, Cheryl Stafford-Jones, Jackie Aldridge, Sue North and Alison Foulds.

This year we have increased the frequency of risk assessments to take into account of the Covid pandemic and Government requirements and restrictions. This has ensured the levels of risk have remained as low as possible.

Our Objectives and activities

It is our policy to afford the children an environment at PK where they will be treated with kindness, patience and courtesy. Each child’s individuality will be respected and cherished. It is our aim that children will learn that acquiring skills and knowledge is fun.

We provide play activities appropriate to the age and stage of development of the children in our care in order to help them to achieve and progress. We follow the guidance within the Early Years Foundation Stage Curriculum.

It is our policy to do this in close conjunction with parents and carers who are a welcome, necessary and integral part of our group.

We actively encourage volunteers to contribute to PK. For example, a week where dads, grandparents and mums are invited to come in and talk about what they do for their job, to come and show a skill or simply to spend some time with the children within the setting. Due to Government restrictions this year some of these activities have not taken place.

This summer we were able to hold our end of year celebrations which felt wonderful after months of keeping our distance from parents.

Achievements and Performance

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We have successfully transitioned 21 leavers to five different schools in July 2021.

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Financial Review

The accounts for 2020-21 have been independently reviewed and approved.

The school generated receipts of £85000 and with payments of £80700, cash held increased by £4300 to £64400.

Fee income rose to £80000, the highest level since the financial year 2016/7 although overall receipts continued to be adversely impacted by reduced fundraising opportunities during the ongoing Covid19 pandemic. The School received benefit from two government awards during the year:

The majority of payments (87%) relate to wages and other employment costs. Whilst it is positive to report that a high percentage of costs relate directly to the teaching of children and good staff to child ratios, it also represents a risk given the health of School finances does remain sensitive to changes in employment costs. The School will extend its opening hours and continue to focus on its capacity management to mitigate these risks over time.

As at 31 July, the assets of PK were £64400, £34400 of which is instantly accessible cash and £30000 in a one year fixed term investment with a maturity date of June 2022.

In summary, the School finance remain positive as we move forward into the financial year 2021/2.

PK Pre-School

Receipts
Payments
Fees - funded
- non funded
Fundraising
Donations
Grants - UK Govt JRS
- UK Govt Business recovery
- Grayshott Council
- Hidden Gardens Grayshott
- HCC Hardship grants
Commission
Bank Interest
Year ending
Year ending
31-Jul-21
31-Jul-20
£
£
63226
57799
16743
79969
13772
71571
1235
6993
383
0
0
8824
1000
2500
1940
0
0
1500
184
3124
0
12824
0
132
317
2
Year ending
Year ending
31-Jul-21
31-Jul-20
£
£
63226
57799
16743
79969
13772
71571
1235
6993
383
0
0
8824
1000
2500
1940
0
0
1500
184
3124
0
12824
0
132
317
2
Year ending
Year ending
31-Jul-21
31-Jul-20
£
£
63226
57799
16743
79969
13772
71571
1235
6993
383
0
0
8824
1000
2500
1940
0
0
1500
184
3124
0
12824
0
132
317
2
Total Receipts 85028 91522
Employment costs
Rent
Insurance, Registrations, Subs
Equipment & Materials
Sundry food, Ingredients
Advertising
Repairs & Maintenance
IT
Bank Charges
Fundraising expenses
Training
First Aid & Cleaning
Communications
Activities
Misc small expenses
69952
2745
833
1954
35
0
2060
298
123
0
806
587
648
65
563
68808
0
763
2000
99
0
0
0
159
1917
239
646
741
348
269
Total Payments 80669 75989
Assets
Cash funds - Bank current a/c
- Bank savings a/c
Investments - Mature Jan 2021
Investments - Mature June 2022
Total Assets
Liabilities
Rent Due
Potential HMRC overpayment of
Job Retention grants
HMRC Tax and NI
Total Liabilities
As at
As at
31-Jul-21
31-Jul-20
£
£
34362
20261
0
34362
9742
30003
30000
30000
64362
60003
0
3500
0
5741
1101
1101
9241
As at
As at
31-Jul-21
31-Jul-20
£
£
34362
20261
0
34362
9742
30003
30000
30000
64362
60003
0
3500
0
5741
1101
1101
9241
As at
As at
31-Jul-21
31-Jul-20
£
£
34362
20261
0
34362
9742
30003
30000
30000
64362
60003
0
3500
0
5741
1101
1101
9241
NET ASSETS 63261 50762

Notes to Accounts

Statement of assets and liabilities

Funds held with a maturity in excess of 3 months are reported as investments It is assumed no liability will arise to HMRC in regards to coronavirus job grants

One month’s PAYE payments are due to HMRC.

Richard Lyon PK Treasurer September 2021

hwl•p•nd•nt •xamln•rf• r•port on th• accounts F(* IWifS PK 31 Z4JLY 13,10.11