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2024-03-31-accounts

Meeting Meeting AGM 2024
Meeting Date 28thAugust 2024 7PM
Meeting Location Alderton Village Hall
Attendees Ali Armishaw Grace Robertson
Andy Robertson Cathie Bridges
Andy Bridges
3 Acorns staff 1 member
Item
1. Ali Armishaw (Chair) welcomed everyone and thanked them for attending the AGM.
2. Apologies were received from:

Gaynor Kingston

Scarrott family

Connolly family
3. The minutes from the 2023 AGM were reviewed and unanimously approved.
4. Cathie Bridges announced that all committee were up for re-election. Members for election:

Ali Armishaw - elected unanimously

Andy Robertson - elected unanimously

Grace Robertson - elected unanimously

Gaynor Kingston - elected unanimously

Andy Bridges - elected unanimously

Cathie Bridges - elected unanimously
5. Andy Bridges presented the Toddler’s report, written by Roz Smith. See Appendix A.
6. Ali Armishaw presented the Chairperson's report summarizing the charity's key activities over the
past year. See Appendix B.
7. Cathie Bridges presented the Treasurer’s report summarizing the charity's income and
expenditure over the past year. See Appendix C.
8. Grace Robertson presented the Play Leader’s report summarizing the main activities over the
past year. See Appendix D.
9. Questions from attendees
Request for an update on the Friday Toddlers group.

The group is currently not running.

Actively seeking volunteers to run the Friday group. Possibly needs a break to prompt a
new volunteer(s) to step forward.

The committee are happy to support anyone who comes forward.

Nicki McCotter confirmed that she was happy to give a handover to the new volunteer.
How many children are required to open Acorns preschool on Friday.

For it to be viable a minimum of 5 or 6 children would be required. However 3 or 4 would
be acceptable to start.

Alderton Acorns AGM 28/08/24

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• Staff confirmed that they are happy to flex their work days to accommodate a Friday opening. Ali Armishaw thanked everyone for their attendance and contributions. Time of close: 7:45 PM

APPENDIX A - Toddler Group Annual Report 2024

Alderton Acorns Toddler and Baby Group have had another very successful year under the leadership of Cat Fowles, Nicky McCotter and Ros Smith, ably assisted by Joy Edwards in the kitchen.

The number of families attending rose significantly as the year progressed, from between 8-10 earlier in the year to 14-17 families by the summer, due to the hard work of the volunteers who have ensured the activities and equipment on offer each week match the wide age range of the children. Furthermore, while some attendees could be called regulars, the weekly totals disguise how variable attendance actually is. In reality, we have been in contact with a higher number of families than these totals indicate. Our clientele comes from a range of directions – Evesham and Winchcombe notably as well as Alderton. Advertising has not been undertaken on a regular basis, so the reach of this group has increased entirely by word of mouth.

What has changed during the year is the number of mums with babies who are now living locally and are regular attenders. This augurs well for continuity into next year and hopefully for a feed into the Acorns Pre-school. This can’t be guaranteed, however, as some mothers return to work after maternity leave, placing their children in full time nurseries.

It has been a very happy group and a really enjoyable experience for me, Cat and Nicky, despite the hard work of setting up and dismantling equipment, plus cleaning the hall, toilets and kitchen each week. We have also complied a number of points that we would like to request are carried forward to the next group of volunteers.

Ros Smith

Alderton Acorns Toddler and Baby Group

APPENDIX B - Chair’s Report for Alderton Acorns AGM August 2024

This report covers Acorns Preschool and Toddler activities from June 2023 to August 2024, including input from the previous Chair, Sian Tryner.

June 2023 - December 2023

At the June 2023 AGM, a new committee was formed, comprising new and returning members, along with interested villagers. The committee immediately focused on staff appraisals, safeguarding, and updating contracts for the September term. Staffing challenges arose when two long-standing staff members resigned, creating anxiety about maintaining required staffing levels. Fortunately, the lower enrolment (seven children) in September allowed us to manage with existing staff.

Due to committee member resignations, we faced the difficult decision to close the preschool side of Acorns, keeping only the toddler group open. After an EGM and outreach to the Alderton community, a new committee was appointed in January 2024.

January 2024 - August 2024

Alderton Acorns AGM 28/08/24

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I took over as Chair in January 2024, alongside a newly appointed committee. Our initial aim was to focus on marketing to boost enrolment and to enhance financial sustainability. The Treasurer’s aim was to streamline our finances by transitioning to the financial software, Xero. However, some of this focus was taken over by other matters arising.

People

We developed a new maternity policy, managed cover for sickness and absence, and provided support through fortnightly 1:1s and 6 monthly appraisals. To acknowledge the team’s hard work during a busy and challenging period, we awarded one-off bonuses. More recently, staffing adjustments have included offering a permanent contract to a bank staff member and adjusting hours for another.

Ofsted

A long-overdue Ofsted inspection resulted in maintaining our "Good" rating, reflecting the continued quality of care and education provided by the team at Acorns.

Fundraising

The Acorns team worked hard to provide a wonderful Christmas event in December bringing the parents and community together. It was the turn of the committee in April with our main fundraiser, the Quiz and Curry evening. My thanks go to the entire committee, as well as Rebekah and Jim Glocking, and Lisa Harding for their invaluable support and help in making this such a successful evening.

Finance

The trial of the Xero software system did not go as smoothly as anticipated, with several issues arising that prevented us from gaining a clear financial overview as we had hoped. In light of some outstanding invoices, we have developed a policy to recover fees and will be implementing advance invoicing and payment plans to improve cash flow.

During this period, the Treasurer resigned. My grateful thanks to Andy Robertson and Cathie Bridges who took on additional duties to help fill the gap. I am pleased to report that we have since been able to co-opt a new Treasurer who has already provided the much-needed financial clarity we were seeking.

Toddler Group

The Toddler group continues to grow, and while Andy Bridges will provide more details, I want to acknowledge the need for new volunteers to take over its running. We are actively seeking replacements and remain committed to ensuring Toddlers remains an integral part of our offering.

Looking Ahead

We are about to trial opening five days a week and continue to market for new enrolments. A new Play Leader Manager has been appointed, and she has already positively impacted the team, with more benefits expected when the children return in September.

As we move forward, our priorities remain financial stability, increasing enrolment, and supporting our dedicated staff.

I want to express my huge thanks to all the committee members who have continued to work hard behind the scenes. It is testament to their support and goodwill that many of the tasks and actions were achieved in the timeframes they were.

I also want to thank the Acorn Preschool and Toddler teams, parents, and the Alderton community for their incredible support during what has been quite a challenging year!

That said, I am confident that Acorns will continue to thrive in the years ahead.

Ali Armishaw

Alderton Acorns AGM 28/08/24

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Chair, Alderton Acorns Preschool, Toddler and Baby Group

APPENDIX C – Treasurer’s Report

For the financial year ending March 2024, Alderton Acorns recorded a total income of £42,833.34. This income was primarily generated from government-funded child hours and fees (£39,119.47) and our annual fundraising events (£3,566.07). Among our fundraising efforts, the Alderton 5K race was our most significant event. Additionally, the annual quiz & curry night, sponsored walk, Christmas Fayre, and charity football match were all highly successful.

During the first half of the financial year (April to July), the number of children attending Preschool was higher than in recent years, with 22 children enrolled. This allowed us to build up a reserve to cushion the typically leaner Autumn term when attendance drops; 15 children left to start school, leaving only 7. Our total expenditure for the year was £47,802.38. The largest expenses were rent (£7,761.00) and staffing costs (£38,467.23), with the latter being significantly impacted by an increase in the national minimum wage. This resulted in an overall deficit of £4,969.04, although it’s important to note that some of this shortfall is a result of outstanding unpaid fees.

As of August 2024, Alderton Acorns holds over £7,000 in reserves. Our policy is to maintain a minimum of three months’ worth of operating expenses to ensure financial stability in the event of funding shortfalls. I am pleased to report that we are currently exceeding this target.

In January, we trialled Xero accounting software to streamline our accounts, payroll, and invoicing processes. However, we faced ongoing challenges with the new software, leading to the decision to discontinue sending invoices through this system. Consequently, the committee has taken this opportunity to review our current fee payment schedule. A new system will be introduced at the start of Term 1 in September 2024.

Looking ahead, we expect continued support from government-funded hours for children, particularly with the newly introduced 15 hours for 2-year-olds. The committee plans to focus on promoting the preschool and exploring ways to enhance our offerings to prospective parents. However, we remain vigilant about rising costs and are carefully managing our spending to stay within budget.

I can confirm that the charity’s accounts have been independently examined by Kaye Hunt, and I am pleased to report that no issues were identified. The full report is available for anyone who wishes to review it.

In conclusion, Alderton Acorns remains in a stable financial position, and we are confident in our ability to continue fulfilling our mission in the coming year. I would like to extend my heartfelt thanks to our committee, staff, and the residents of Alderton. Your contributions and efforts make Acorns possible.

Cathie Bridges on behalf of Treasurer

APPENDIX D - Play Leader/Manager Annual Report

1. Attendance and Enrolment

Summary: Enrolment and attendance were high during April to July 2023 with 22 children on role. 15 of those children left for ‘big school’ leaving 7 on role in September 2023. The enrolment rose to 9 during the remainder of 2023/24. With another 5 children graduating in the Summer, we are now actively marketing

Alderton Acorns AGM 28/08/24

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through the local school, social media and with flyers delivered to houses and shops with the aim of increasing our numbers for the Autumn term and beyond.

2. Staffing and Professional Development

Summary: The preschool has continued with the current team with excellent support from our Bank staff, Steph Castle and Camilla Cheney. Eleanor Mott has now left us to start her maternity leave and Katie Chandler has stepped into her role over the summer ready to begin the new term leading the team. Sarah Turner has continued to develop her role of SEN with additional focussed training in the area which has greatly benefitted the children attending. All of the team are now up to date with their First Aid training.

3. Curriculum and Educational Activities

Summary: The curriculum has continued to focus on personal, emotional and social development whilst utilising ‘in the moment planning’. Different themes days throughout the year have provided further focus including world and international days encouraging creativity and critical thinking. Seasonal themes have also been a part of the curriculum where the children have been taken out on walks around the village encouraging movement and physical development.

4. Health and Safety

Summary: Risk assessments and health and safety guidelines have been assessed on a regular basis. There have been no major incidents to report. Concern around the safety with some aspects of the outdoor space has now been resolved with the landlord. Our focus remains on providing a safe and nurturing environment. The team now meet termly to have a safeguarding/SEN meeting. They also have regular 1:1 to raise any concerns or issues.

5. Parent and Community Engagement

Summary: We have continued to build strong relationships with parents through regular touch points at the end of each day and through newsletters and texts. The Christmas event and the Quiz and Curry evening brought more parent/community engagement. Particularly successful was the Graduation Event this Summer held for the leavers of class 2024.

6. Facility and Equipment Updates

Summary: Our bid for new funding to obtain more equipment (including SEN equipment) was sadly unsuccessful. The use of the outdoor space has been hugely beneficial to the children in their physical play.

7. Achievements and Success Stories

Summary: We are proud of the progress all of the children have made at preschool, and particularly to our wonderful class of 2024 on their Graduation. Particularly significant for the Preschool was our rating of Good from the Ofsted inspection in March 2024. This saw us maintain our existing level of Good and we are grateful for all of the time and effort that was put in by the Acorns team in achieving this.

8. Upcoming Events and Plans

Summary: Looking ahead, whilst our Play Leader is on Maternity Leave, we welcome Katie Chandler as our new Play Leader/Manager beginning in September 2024. Katie has already been working hard with the team in preparation for the new term. This has included a revised Welcome Pack for new parents, allocation of a ‘key person’ to each child and a newsletter for parents outlining new activities coming up including Bonfire night, Autumn, Diwali and Remembrance Sunday. Her focus will also be on expanding the outdoor learning programme.

Alderton Acorns AGM 28/08/24

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CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL £0.00 £892.00 £67.00 £0.00 £88.50 £0.00 £901.00 £146.50
3-Apr Preschool Fees SB £358.00 £358.00 3-Apr
14-Apr Preschool Fees RMc £48.00 £48.00 5-Apr
21-Apr Toddlers Lacey £5.00 £5.00 6-Apr
21-Apr Toddlers Turner £4.00 £4.00 11-Apr
21-Apr Toddlers Courts £4.00 £4.00 25-Apr
21-Apr Toddlers Bridges £4.00 £4.00 25-Apr
21-Apr Toddlers cash £21.00 £21.00 25-Apr
25-Apr Preschool KC Fees £300.00 £300.00 25-Apr
25-Apr Preschool AH Fees £118.00 £118.00 25-Apr
26-Apr Prescool BC Fees £48.00 £48.00 30-Apr
28-Apr
RFG Fees
£20.00 £20.00 28-Apr
28-Apr Easter Rafe £88.50 £88.50
28-Apr Toddlers Cash £17.00 £17.00
28-Apr Toddlers Bridges £4.00 £4.00
28-Apr Toddlers McGonaghy £4.00 £4.00
28-Apr Toddlers Turner £4.00 £4.00
Bank Cash TOTAL
£ 16,238.68 £ 201.95 £ 16,440.63
Credits £901.00 £146.50 £1,047.50
Debits £5,842.00 £50.00 £5,892.00
TOTAL £ 11,297.68 £ 298.45 £11,596.13
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin
£5,842.00 £50.00 £1,228.50 £4,528.35 £0.00 £50.00
£0.00 £0.00 £0.00 £35.15
Ofsted Registraton £50.00 £50.00
HMRC £5.67 £5.67
Nest £33.37 £33.37
Rent,Term 5 £1,228.50 £1,228.50
SuzyWages £895.13 £895.13
Steph wages £1,248.90 £1,248.90
Camilla wages £645.66 £645.66
Ellie wages £1,186.61 £1,186.61
Sarah wages
£513.01 £513.01
PetyCash £50.00
PATA £35.15 £35.15

Ptt Cash £50.00 Cash £0.00 £50.00

CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash
TOTAL £17,276.40 £926.50 £74.30 £0.00 £102.40 £0.00 £18,284.30 £95.30
5-May Toddlers fees 5th & 12th £30.30 £30.30
5-May Toddlers Courts £4.00 £4.00
5-May Toddlers Alvis £4.00 £4.00
5-May Toddlers Bridges £5.00 £5.00
5-May Toddlers Alvis £1.00 £1.00
5-May
Bridges TeddyTombola
£2.00 £2.00
7-May Coronaton Trail/Teddytombola £55.00 £55.00
12-Sep Toddlers Courts £4.00 £4.00
12-Sep Toddlers Alvis £8.00 £8.00
12-Sep Toddlers McGonaghy £4.00 £4.00
16-May Easyfundraising £45.40 £45.40
16-May Glos CC £17,276.40 £17,276.40
19-May Toddlers cash £10.00 £10.00
18-May Toddlers Bridges £4.00 £4.00
23-May Preschool AH Fees £10.00 £10.00
24-May Preschool FLR fees £49.00 £49.00
24-May Preschool FER Fees £49.00 £49.00
25-May Preschool KC fees £300.00 £300.00
25-May Preschool BC fees £102.00 £102.00
25-May Preschool OB Fees £314.00 £314.00
30-May Preschool SE fees £102.50 £102.50
Bank Cash TOTAL
£ 11,297.68 £ 298.45 £ 11,596.13
Credits £18,284.30 £95.30 £18,379.60
Debits £4,192.66 £0.00 £4,192.66
TOTAL £ 25,389.32 £ 393.75 £25,783.07
DEBIT DEBIT
Date Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other
£4,192.66 £0.00 £0.00 £4,132.66 £0.00 £0.00
£0.00 £60.00
4-May Boogie Beats £60.00 £60.00
9-May HMRC £190.53 £190.53
9-May Nest £143.00 £143.00
25-May Suzywages £978.95 £978.95
25-May Steph wages £1,145.79 £1,145.79
25-May Ellie wages £1,068.44 £1,068.44
25-May Sarah wages £605.95 £605.95
F'raising Admin Pety Cash Cash
£0.00 £0.00
£0.00
£0.00
CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL £0.00 £2,139.00 £138.30 £0.00 £0.00 £0.00 £2,494.00 -£216.70
2-Jun Preschool MM fees £5.00 £5.00 1-Jun
5-Jun Preschool OC fees £775.00 £775.00 6-Jun
9-Jun Preschool ZF fees £5.00 £5.00 9-Jun
9-Jun Toddlers Courts £4.00 £4.00 12-Jun
9-Jun Toddlers bridges £24.00 £24.00 12-Jun
26 & 9/06/23 Toddlers Cash £43.30 £43.30 12-Jun
13-Jun Preschool RH Fees £30.00 £30.00 12-Jun
16-Jun Toddlers McGonaghy £4.00 £4.00 23-Jun
16-Jun Toddlers cash £13.00 £13.00 23-Jun
16-Jun Cash Deposit £300.00 -£300.00 23-Jun
16-Jun Toddlers Turner £4.00 £4.00 23-Jun
19-Jun Prescool Turner Fees £80.00 £80.00 27-Jun
23-Jun Toddlers Turner £4.00 £4.00
23-Jun
Toddlers Courts
£4.00 £4.00
23-Jun Toddlers Scarrot £3.00 £3.00
26-Jun Preschool Fees Keiron £300.00 £300.00
29-Jun Preschool Fees Skyla B £648.00 £648.00
23 & 30/06/2 Toddlers Cash £27.00 £27.00
30-Jun
Toddlers Turner
£4.00 £4.00
30-Jun Toddlers Rufe £4.00 £4.00
30-Jun Preschool Fees Ruth £49.00 £49.00
30-Jun Preschool Fees Arthur £247.00 £247.00
Bank Cash Total
£ 25,389.32 £ 393.75 £ 25,783.07
Credits £2,494.00 -£216.70 £2,277.30
Debits £5,682.68 £16.00 £5,698.68
TOTAL £ 22,200.64 £ 161.05 £22,361.69
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin
£5,682.68 £16.00 £1,592.50 £3,808.98 £0.00 £0.00
£16.00 £220.00 £0.00 £61.20
PATA £30.60 £30.60
HMRC £85.23 £85.23
Nest £125.30 £125.30
Printer Ink £16.00 £16.00
Phonics Robot Reg £160.00 £160.00
Boogie Beats £60.00 £60.00
Rent Term 6 £1,592.50 £1,592.50
SuzyJune wages £829.15 £829.15
Steph June wages £1,095.59 £1,095.59
Ellie June Wages 1135.91 1135.91
Sarah June Wages £537.80 £537.80
PATApayroll £30.60 £30.60

Cash £0.00 £0.00

CREDIT





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r
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date Narratve
TOTAL £614.50 £2,963.00 £86.00 £0.00 £283.42 £450.00 £4,222.50 £174.42
3-Jul Preschool Fees Rylee £19.00 £19.00 3-Jul Steph Wage c
4-Jul Preschool Fees Brianna £49.00 £49.00 5-Jul First AidCou
5-Jul Preschool Fees Trilby £92.00 £92.00 6-Jul
HMRC
5-Jul Preschool Fees Harry £102.00 £102.00 6-Jul
Gif for Kaye
5-Jul Preschool Fees Rose £30.00 £30.00 6-Jul PetyCash
7-Jul Toddlers McGo naghy £4.00 £4.00 7-Jul Nest
7-Jul Toddlers Cash £17.00 £17.00 17-Jul Transfer to s
14-Jul Toddlers Courts £4.00 £4.00 20-Jul Phonics
14-Jul Toddlers Rober tson £8.00 £8.00 20-Jul Findel Educa
14-Jul Toddlers McGo naghy £4.00 £4.00 25-Jul PATA Payrol
14-Jul Toddlers Turne r £4.00 £4.00 25-Jul SuzyJulywa
14-Jul
Courts Sponsor
ed Walk £5.00 £5.00 25-Jul Steph Julyw
14-Jul Toddlers Rufe £4.00 £4.00 25-Jul Camilla July
14-Jul Toddlers cash £9.00 £9.00 25-Jul Ellie Julywa
14-Jul McgonaghySpo nsored Walk £5.00 £5.00 25-Jul Sarah Julyw
14-Jul
Preschool Fees
- Millie
£5.00 £5.00 25-Jul NS&I Keiron
14-Jul Toddlers Mcot er £8.00 £8.00 25-Jul NickyBrode
14-Jul Toddlers Fowle s £24.00 £24.00 25-Jul Plants for th
17-Jul Glos CC Nursery Funding £337.50 £337.50
17-Jul Preschool Fees Skyla B £858.00 £858.00
19-Jul Preschool Fees Rose £30.00 £30.00
20-Jul Preschool Fees Flora £69.00 £69.00
20-Jul
Preschool Fees
Fergus
£69.00 £69.00
21-Jul Glos CC Depriva ton Grant £277.00 £277.00
23-Jul Sponsored walk £88.42 £88.42
24-Jul Bridges Walk £25.00 £25.00
24-Jul NickyBroderick Transferred by mistake £400.00 £400.00
25-Jul
Preschool Fees
Milly
£368.00 £368.00
25-Jul McCoter Spons ored walk £60.00 £60.00
25-Jul Kate sponsored walk £10.00 £10.00
25-Jul Robertson spon sored walk £90.00 £90.00
31-Jul
Preschool Fees
Lorenzo & Rap
hael £1,272.00 £1,272.00
31-Jul Bellamy,stafgi f fromparent £50.00 £50.00
Bank Cash TOTAL
£ 22,200.64 £ 161.05 £ 22,361.69
Credits £4,222.50 £174.42 £4,396.92
Debits £8,028.68 £61.00 £8,089.68

TOTAL £ 18,394.46 £ 274.47 £18,668.93

w
w
DEBIT DEBIT
Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin Pety Cash
£8,028.68 £61.00 £0.00 £3,920.75 £0.00 £0.00
£8.78 £4,095.00 £0.00 £35.15
£30.00
orrecton £50.00 £50.00
rses £130.00 £130.00
£108.50 £108.50
e Receipt £10.00 £10.00
£30.00 £30.00
£120.98 £120.98
savings accou nt £3,000.00 £3,000.00
£160.00 £160.00
aton £8.78 £8.78
l 35.15 £35.15
ges £871.34 £871.34
ages £1,145.79 £1,145.79
wages £49.57 £49.57
ges £1,135.91 £1,135.91
ages £438.66 £438.66
Refund -ove rpayment of f
£374.00
£374.00
rick Refund
£400.00 £400.00
ankyougifs Receipt £21.00 £21.00

Cash £0.00

CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash
TOTAL £0.00 £0.00 £0.00 £0.00 £212.00 £0.00 £0.00 £212.00
1-Aug Photo Commission £20.00 £20.00
1-Aug Sponsored Walk money £4.00 £4.00
28-Aug Dumbleton Fete £188.00 £188.00
Bank Cash TOTAL
£ 18,394.46 £ 274.47 £18,668.93
Credits £0.00 £212.00 £212.00
Debits £3,892.86 £144.79 £4,037.65
TOTAL £ 14,501.60 £ 341.68 £14,843.28
DEBIT DEBIT DEBIT
Date Narratve Bank RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising
£3,892.86 £144.79 £0.00 £3,782.26 £6.00 £0.00
£108.79 £80.00 £0.00
7-Aug HMRC £113.70 £113.70
9-Aug Nest £124.45 £124.45
11-Aug Phonics £80.00 £80.00
21-Aug
Door Alarm
£13.99 £13.99
21-Aug Cofee £6.00 £6.00
23-Aug PATA £30.60
25-Aug SuzyAugwages £823.75 £823.75
25-Aug Steph Augwages £1,145.79 ~~£1,145.79~~
25-Aug Ellie Augwages £1,135.91 £1,135.91
25-Aug Sarah Augwages 438.66 438.66
29-Aug Sum upmachine £94.80 £94.80
29-Aug Phone Topup £30.00
Admin Pety Cash Cash
£60.60
£0.00
£0.00
£30.60
£30.00
CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL
£0.00 £645.00 £27.79 £0.00 £2,101.61 £0.00 £2,864.40 -£90.00
9/12/2023 Preschool Registrato n Fee Kendal £30.00 £30.00 9/6/2023
9/12/2023 Preschool Fees Bellam y £287.00 £287.00 9/8/2023
9/13/2023 Preschool Fees McDo nald £69.00 £69.00 9/16/2023
9/15/2023
Toddlers McGonaghy
£4.00 £4.00 9/20/2023
9/15/2023 Toddlers McCoter £4.00 £4.00 9/25/2023
9/15/2023 Toddlers Bridges £4.00 £4.00 9/25/2023
9/15/2023 Preschool Fees Coope r £69.00 £69.00 9/25/2023
9/15/2023 SumUptest £0.98 £0.98 9/25/2023
9/18/2023 Preschool Fees Slend er £121.00 £121.00
9/18/2023 Sumup5K £20.63 £20.63
9/20/2023 Preschool Fees Clarke £69.00 £69.00
9/22/2023 5K Eventbrite £1,920.00 £1,920.00
9/22/2023 5K Refreshments £160.00 £160.00
9/22/2023 Toddlers Bridges £4.00 £4.00
9/25/2023 SumUpToddlers £11.79 £11.79
9/29/2023 BankingCash £280.00 -£280.00
Bank Cash TOTAL
£14,501.60 £ 341.68 £14,843.28
Credits £2,864.40 -£90.00 £2,774.40
Debits £4,028.32 £50.00 £4,078.32
TOTAL £13,337.68 £ 201.68 £13,539.36
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising
£4,028.32 £50.00 £1,482.00 £2,519.37 £0.00 £0.00
£0.00 £50.00 £0.00
HMRC £113.70 £113.70
Nest
£120.98 £120.98
Gifs for sta f from Olivia s Grandad £50.00 £50.00
Rent Term 1 £1,482.00 £1,482.00
PATA Payrol l £26.95
Camilla Wag es £12.39 £12.39
Ellie Wages £1,173.30 £1,173.30
Sarah Wage s £1,099.00 ~~£1,099.00~~

Admin £26.95 Pett Cash £0.00 Cash £0.00 £26.95

CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL £5,882.94 £625.00 £72.43 £0.00 £0.00 £120.00 £6,678.37 £22.00
2-Oct SumUpToddlers £3.93 £3.93 6-Oct
3-Oct Glos CC £5,882.94 £5,882.94 9-Oct
6-Oct Toddlers Bridges £4.00 £4.00 19-Oct
6-Oct Toddlers Iddles £2.00 £2.00 25-Oct
6-Oct Toddlers Cassidy £4.00 £4.00 25-Oct
12-Oct Preschool Corroon fees £69.00 £69.00 25-Oct
13-Oct Toddlers Iddles £4.00 £4.00 25-Oct
13-Oct Toddlers Courts £4.00 £4.00 26-Oct
13-Oct Toddlers Bridges £4.00 £4.00 27-Oct
13-Oct Toddlers Bridges £2.50 £2.50 31-Oct
13-Oct
Toddlers Robertson
£4.00 £4.00
13-Oct Toddlers Bret £4.00 £4.00
17-Oct Toddlers Cash £22.00 £22.00
20-Oct Toddlers Iddles £4.00 £4.00
20-Oct Toddlers Bridges £4.00 £4.00
20-Oct Toddlers Courts £4.00 £4.00
20-Oct Toddlers Taylor £2.00 £2.00
25-Oct
Preschool Bridges Fees
£5.00 £5.00
26-Oct Preschool Scarrot fees £551.00 £551.00
31-Oct Gloss CC 1st Aid refund £120.00 £120.00
Bank Cash TOTAL
£ 13,337.68 £ 201.68 £13,539.36
Credits £6,678.37 £22.00 £6,700.37
Debits £2,789.66 £29.89 £2,819.55
TOTAL £ 17,226.39 £ 193.79 £17,420.18
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin
£2,789.66 £29.89 £0.00 £2,756.61 £7.89 £0.00
£0.00 £0.00 £0.00 £33.05
HMRC £79.98 £79.98
Nest £52.96 £52.96
PATA £33.05 £33.05
Steph wage s £185.88 £185.88
Camilla Wag es £49.57 £49.57
Ellie Wages £1,223.80 £1,223.80
Sarah Wage s £1,164.42 £1,164.42
Toddlers Re
freshments
receipt £5.40 £5.40
PetyCash a dded to tn £22.00
Toddler Ref reshments receipt £2.49 £2.49

Ptt Cash £22.00 Cash £0.00

CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash
TOTAL £0.00 £831.00 £72.00 £0.00 £0.00 £100.00 £963.00 £40.00
6-Nov Preschool Fees Ophelia £369.00 £369.00
8-Nov Preschool Fees Raphael £136.00 £136.00
10-Nov Toddler fees Bridges £4.00 £4.00
15-Nov Preschool Fees TrilbySmith £64.00 £64.00
17-Nov Toddlers Iddles £4.00 £4.00
17-Nov Toddlers Courts £4.00 £4.00
17-Nov Toddlers Organ £4.00 £4.00
17-Nov Toddlers Fuller £4.00 £4.00
17-Nov Toddlers Bridges £4.00 £4.00
22-Nov Preschool Fees RV £262.00 £262.00
22-Nov Toddlers - Cash £30.00 £30.00
24-Nov Toddlers Fullar £4.00 £4.00
24-Nov
Toddlers McGonaghy
£4.00 £4.00
28-Nov Clayton - Donaton for rafeprize £100.00 £100.00
30-Nov Toddlers cash £10.00 £10.00
Bank Cash TOTAL
£ 17,226.39 £ 193.79 £17,420.18
Credits £963.00 £40.00 £1,003.00
Debits £4,245.62 £60.00 £4,305.62
TOTAL £ 13,943.77 £ 173.79 £14,117.56
DEBIT DEBIT
Date Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising
£4,245.62 £60.00 £1,417.00 £2,711.57 £0.00 £0.00
£0.00 £0.00 £0.00
6-Nov HMRC £114.41 £114.41
9-Nov Nest £58.50 £58.50
13-Nov Tapestry £84.00
13-Nov
Rent
£1,417.00 £1,417.00
22-Nov PetyCash £30.00
24-Nov Steph Nov Wages £446.65 £446.65
24-Nov Camilla Nov Wages £37.18 £37.18
24-Nov Ellie Nov Wages £1,109.97 £1,109.97
24-Nov Sarah Nov Wages £944.86 £944.86
27-Nov
PATA
£33.05
30-Nov PetyCash £30.00
Admin Pety Cash Cash
£117.05
£60.00
£0.00
£84.00
£30.00
£33.05
£30.00
CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank
TOTAL
£132.30 £824.00 £70.00 £0.00 £251.65 £35.00 £1,231.30
1-Dec Winterbotham Smith - Rafeprize Donaton £25.00 £25.00
1-Dec Toddlers Jacobs £4.00 £4.00
1-Dec Toddlers Fuller £4.00 £4.00
1-Dec
Toddlers Bridges
£4.00 £4.00
1-Dec Bridges Donaton For sale of clothes £10.00 £10.00
5-Dec Preschool Fees BH £273.00 £273.00
12-Dec Preschool Fees KS £551.00 £551.00
12-Dec Humpherson Xmas Fair WW £11.00 £11.00
12-Dec Humpherson Xmas Fair WW £4.00 £4.00
13-Dec Fowles Xmas Fair WW £12.00 £12.00
13-Dec Xmas Fair,Winter Wonderton £220.65
15-Dec Toddlers Iddles £4.00 £4.00
15-Dec Toddlers McConaghy £4.00 £4.00
15-Dec Toddlers Bridges £4.00 £4.00
15-Dec Toddlers Bridges £2.00 £2.00
15-Dec Toddlers Iddles £2.00 £2.00
15-Dec Toddlers Cash £46.00
18-Dec Cash Deposit £185.00
28-Dec Glos CC £132.30 £132.30
Bank Cash TOTAL
£ 13,943.77 £ 173.79 £14,117.56
Credits £1,231.30 £81.65 £1,312.95
Debits £2,597.62 £50.00 £2,647.62
TOTAL £ 12,577.45 £ 205.44 £12,782.89
DEBIT DEBIT
Cash Date Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other
£81.65 £2,597.62 £50.00 £0.00 £2,439.57 £0.00 £0.00
£0.00 £125.00
8-Dec
Nest
£46.04 £46.04
19-Dec Sian,Refund for cash raf e donatons £125.00 £125.00
22-Dec PATA £33.05
22-Dec Steph Dec W ages £247.84 £247.84
22-Dec Camilla Dec Wages £24.78 £24.78
22-Dec Ellie Dec Wa ges £1,109.77 £1,109.77
22-Dec
Sarah Dec W
ages
£1,011.14 £1,011.14
22-Dec PetyCash a dded to tn £50.00
£220.65
£46.00
-£185.00
F'raising Admin Pety Cash Cash
£0.00 £33.05
£50.00
£0.00
£33.05
£50.00
CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL £0.00 £0.00 £18.00 £0.00 £211.12 £0.00 £369.12 -£140.00
1/2/2024 SumUpCharityFootball £51.12 £51.12 1/9/2024
1/2/2024 CharityFootball refreshments £160.00 £160.00 1/17/2024
1/12/2024 Toddlers Bridges £3.00 £3.00 1/18/2024
1/12/2024 Toddlers Webber £3.00 £3.00 1/25/2024
1/12/2024 Toddlers McConaghy £3.00 £3.00 1/25/2024
1/15/2024 Cash Deposit £300.00 -£300.00 1/25/2024
1/19/2024 Toddlers Fuller £3.00 £3.00 1/29/2024
1/19/2024 Toddlers Courts £3.00 £3.00
1/26/2024 Toddlers Webber £3.00 £3.00
Bank Cash TOTAL
£ 12,577.45 £ 205.44 £12,782.89
Credits £369.12 -£140.00 £229.12
Debits £4,624.73 £0.00 £4,624.73
TOTAL £ 8,321.84 £ 65.44 £8,387.28
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin
£4,624.73 £0.00 £2,041.00 £2,521.78 £0.00 £35.00
£0.00 £0.00 £0.00 £26.95
Nest £81.85 £81.85
ICO £35.00 £35.00
Rent Terms 3&4 £2,041.00 £2,041.00
Steph Jan W ages £254.03 £254.03
Ellie Wages £1,151.82 £1,151.82
Sarah Wage s £1,034.08 £1,034.08
PATA £26.95 £26.95

Ptt Cash £0.00 Cash £0.00

CREDIT CREDIT

w
b
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date Narratve
TOTAL £4,926.60 £26,754.50 £48.00 £0.00 £15.37 £0.00 £4,953.97 £36.00
2-Feb Toddlers Cash £36.00 £36.00 2-Feb
Tewkesbury
6-Feb Gloss CC NurseryFund ing £4,926.60 £4,926.60 7-Feb Cofee,suga
9-Feb Toddlers Iddles £3.00 £3.00 9-Feb Nest
9-Feb Toddlers Bridges £3.00 £3.00 23-Feb S. Castle Feb
9-Feb Toddlers Webber £3.00 £3.00 23-Feb
C. CheneyFe
13-Feb EasyFundraising £15.37 £15.37 23-Feb E. Mot Feb
23-Feb Toddlers Bridges £3.00 £3.00 23-Feb S. Turner Fe
28-Feb PATA
Bank Cash TOTAL
£ 8,321.84 £ 65.44 £8,387.28
Credits £4,953.97 £36.00 £4,989.97
Debits £2,415.42 £3.44 £2,418.86
TOTAL £ 10,860.39 £ 98.00 £10,958.39
DEBIT DEBIT
Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin Pety Cash
£2,415.42
£3.44 £0.00 £2,362.37 £3.44 £0.00
£0.00 £0.00 £0.00 £33.05
£0.00
BC Loteryli cence renew a
£20.00
£20.00
r receipt £3.44 £3.44
£87.74 £87.74
b wages £836.45 £836.45
eb wages £37.18 £37.18
wages £1,090.59 £1,090.59
b wages £310.41 £310.41
£33.05 £33.05

Cash £0.00

CREDIT CREDIT
Date Narratve Bank Rec Grants Preschool Toddlers Playgroup F'raising Other Bank Cash Date
TOTAL £95.41 £22,839.60 £42.00 £0.00 £324.00 £0.00 £461.41 £0.00
1-Mar Toddlers Rowe £3.00 £3.00 8-Mar
1-Mar Toddlers McConaghy £3.00 £3.00 25-Mar
8-Mar Toddlers Fuller £3.00 £3.00 25-Mar
8-Mar Toddlers Bridges £3.00 £3.00 25-Mar
15-Mar Toddlers Iddles £3.00 £3.00 25-Mar
15-Mar Toddlers McConaghy £3.00 £3.00 27-Mar
15-Mar Toddlers Huckle £3.00 £3.00
15-Mar Toddlers Fuller £3.00 £3.00
22-Mar Toddlers McConaghy £3.00 £3.00
22-Mar Toddlers Iddles £3.00 £3.00
22-Mar Toddlers Bridges £3.00 £3.00
22-Mar Toddlers Huckle £3.00 £3.00
22-Mar Toddlers Rowe £6.00 £6.00
27-Mar Gloss CC NurseryFunding £95.41 £95.41
28-Mar Fundraiser - Q&C - Carroll £36.00 £36.00
28-Mar Fundraiser - Q&C - Healy £108.00 £108.00
28-Mar Fundraiser - Q&C - Starkey £36.00 £36.00
28-Mar Fundraiser - Q&C - Hunt £108.00 £108.00
28-Mar Fundraiser - Q&C - Hill £36.00 £36.00
Bank Cash TOTAL
TOTAL £ 10,860.39 £ 98.00 £10,958.39
Credits £461.41 £0.00 £461.41
Debits £3,016.01 £0.00 £3,016.01
TOTAL £ 8,305.79 £ 98.00 £8,403.79
DEBIT DEBIT
Narratve Bank Rec RecNo Bank Cash Rent Staf Refresh- Insur, Mat & Other F'raising Admin
£3,016.01 £0.00 £0.00 £2,982.96 £0.00 £0.00
£0.00 £0.00 £0.00 £33.05
Nest £43.73 £43.73
S. Turner M
ar wages
£1,071.39 £1,071.39
E. Mot Mar wages £1,099.54 £1,099.54
C. CheneyM ar wages £61.96 £61.96
S. Castle Ma r wages £706.34 £706.34
PATA £33.05 £33.05

Ptt Cash £0.00 Cash £0.00

Income Income Income Income
Grants Preschool
Toddlers
Playgroup F'raising Other Bank Cash Bank Cash
Year To date TOTAL £28,928.15 ~~£59~~,439.60
~~Fees~~
~~£~~715.82
~~Fees~~
£0.00 £3,590.07 £705.00 £43,423.37 £361.17 £51,356.26 £465.12
Apr-23 £0.00 £892.00 £67.00 £0.00 £88.50 £0.00 £901.00 £146.50 £5,842.00 £50.00
May-23 £17,276.40 £926.50 £74.30 £0.00 £102.40 £0.00 £18,284.30 £95.30 £4,192.66 £0.00
Jun-23 £0.00 £2,139.00 £138.30 £0.00 £0.00 £0.00 £2,494.00 -£216.70 £5,682.68 £16.00
Jul-23 £614.50 £2,963.00 £86.00 £0.00 £283.42 £450.00 £4,222.50 £174.42 £8,028.68 £61.00
Aug-23 £0.00 £0.00 £0.00 £0.00 £212.00 £0.00 £0.00 £212.00 £3,892.86 £144.79
Sep-23 £0.00 £645.00 £27.79 £0.00 £2,101.61 £0.00 £2,864.40 -£90.00 £4,028.32 £50.00
Oct-23 £5,882.94 £625.00 £72.43 £0.00 £0.00 £120.00 £6,678.37 £22.00 £2,789.66 £29.89
Nov-23 £0.00 £831.00 £72.00 £0.00 £0.00 £100.00 £963.00 £40.00 £4,245.62 £60.00
Dec-23 £132.30 £824.00 £70.00 £0.00 £251.65 £35.00 £1,231.30 £81.65 £2,597.62 £50.00
Jan-24 £0.00 £0.00 £18.00 £0.00 £211.12 £0.00 £369.12 -£140.00 £4,624.73 £0.00
Feb-24 £4,926.60 £26,754.50 £48.00 £0.00 £15.37 £0.00 £4,953.97 £36.00 £2,415.42 £3.44
Mar-24 £95.41 £22,839.60 £42.00 £0.00 £324.00 £0.00 £461.41 £0.00 £3,016.01 £0.00
Expenditure Expenditure
Rent Staf Refresh-
Insur,
Mat & Equip Other F'raising Admin **Pety ** Cash Cash
£7,761.00 £38,467.23 ~~£11~~.33
~~ments &~~
~~£85.0~~0
~~Subs & Don~~
£133.57 £4,630.00 £0.00 £495.25 £212.00 £0.00
£1,228.50 £4,528.35 £0.00 £50.00 £0.00 £0.00 £0.00 £35.15 £50.00 £0.00
£0.00 £4,132.66 £0.00 £0.00 £0.00 £60.00 £0.00 £0.00 £0.00 £0.00
£1,592.50 £3,808.98 £0.00 £0.00 £16.00 £220.00 £0.00 £61.20 £0.00 £0.00
£0.00 £3,920.75 £0.00 £0.00 £8.78 £4,095.00 £0.00 £35.15 £30.00 £0.00
£0.00 £3,782.26 £0.00 £0.00 £108.79 £80.00 £0.00 £60.60 £0.00 £0.00
£1,482.00 £2,519.37 £0.00 £0.00 £0.00 £50.00 £0.00 £26.95 £0.00 £0.00
£0.00 £2,756.61 £7.89 £0.00 £0.00 £0.00 £0.00 £33.05 £22.00 £0.00
£1,417.00 £2,711.57 £0.00 £0.00 £0.00 £0.00 £0.00 £117.05 £60.00 £0.00
£0.00 £2,439.57 £0.00 £0.00 £0.00 £125.00 £0.00 £33.05 £50.00 £0.00
£2,041.00 £2,521.78 £0.00 £35.00 £0.00 £0.00 £0.00 £26.95 £0.00 £0.00
£0.00 £2,362.37 £3.44 £0.00 £0.00 £0.00 £0.00 £33.05 £0.00 £0.00
£0.00 £2,982.96 £0.00 £0.00 £0.00 £0.00 £0.00 £33.05 £0.00 £0.00

ALDERTON ACORNS PRESCHOOL, TODDLER BABY GROUPS Charity no: 1052664

Year ended 31st March 2024

1.Receipts and Payments Account
INCOME
Grants and Donations
Donations - general
Trading Activities
Children's fees & nursery grants
Fund-raising event proceeds (see page 2)
Greenfield Trust grant
Tewkesbury Borough Council for Forest School
T-shirts
Photo commission
Investment Income
Bank interest
TOTAL RECEIPTS
EXPENDITURE
Direct Charitable Expenditure
Rent
Staff payments
Insurance
Materials/Equipment
Music workshops
Cleaning,refreshments and miscellaneous
Other Expenditure
Fund-raising event costs (see page 2)
T-shirts
Greenfield Trust expenses
Administration
Other expenses (see page 2)
TOTAL PAYMENTS
Net receipts/(payments) for year
Cash and Bank balances at 31st March 2023
Cash and Bank balances at 31st March 2024
2.Statement of Assets and Liabilities
Monetary Assets
Business Premium Account
Current Account
Cash
Non monetary Assets
Equipment held for functional use
2023/24
2022/23
Unrestricted funds
Restricted funds
Total funds
£
£
£
£
£
£
60.00
60.00
60.00
0.00
60.00
60.00
39119.47
41648.26
3566.07
4598.17
0.00
0.00
0.00
0.00
0.00
0.00
20.00
17.50
42705.54
0.00
42705.54
46263.93
67.80
0.00
67.80
7.84
42833.34
0.00
42833.34
46331.77
7761.00
9922.25
38467.23
32493.74
0.00
887.42
133.57
672.45
520.00
270.00
229.33
252.55
47111.13
0.00
47111.13
44498.41
20.00
328.22
0.00
236.30
0.00
0.00
411.25
445.75
260.00
688.06
691.25
0.00
691.25
1698.33
47802.38
0.00
47802.38
46196.74
-4969.04
0.00
-4969.04
135.03
20565.63
0.00
20565.63
20430.60
15596.59
0.00
15596.59
20565.63
7192.80
0.00
7192.80
4125.00
8305.79
0.00
8305.79
16238.68
98.00
0.00
98.00
201.95
15596.59
0.00
15596.59
20565.63
2023/24
2022/23
Unrestricted funds
Restricted funds
Total funds
£
£
£
£
£
£
60.00
60.00
60.00
0.00
60.00
60.00
39119.47
41648.26
3566.07
4598.17
0.00
0.00
0.00
0.00
0.00
0.00
20.00
17.50
42705.54
0.00
42705.54
46263.93
67.80
0.00
67.80
7.84
42833.34
0.00
42833.34
46331.77
7761.00
9922.25
38467.23
32493.74
0.00
887.42
133.57
672.45
520.00
270.00
229.33
252.55
47111.13
0.00
47111.13
44498.41
20.00
328.22
0.00
236.30
0.00
0.00
411.25
445.75
260.00
688.06
691.25
0.00
691.25
1698.33
47802.38
0.00
47802.38
46196.74
-4969.04
0.00
-4969.04
135.03
20565.63
0.00
20565.63
20430.60
15596.59
0.00
15596.59
20565.63
7192.80
0.00
7192.80
4125.00
8305.79
0.00
8305.79
16238.68
98.00
0.00
98.00
201.95
15596.59
0.00
15596.59
20565.63
60.00
41648.26
4598.17
0.00
0.00
0.00
17.50
46263.93
7.84
46331.77
9922.25
32493.74
887.42
672.45
270.00
252.55
44498.41
328.22
236.30
0.00
445.75
688.06
1698.33
46196.74
135.03
20430.60
20565.63
4125.00
16238.68
201.95
20565.63

Signed …............................ , Financial Administrator Signed ............................... Treasurer & Trustee Date of approval ….........................

1

ALDERTON ACORNS PRESCHOOL, TODDLER BABY GROUPS

Year ended 31st March 2024

Other expenses

Course fees
PATA membership & contribution
Staff DBS
Sundry expenses
Information Commissioner
Tapestry online journal
Ofsted registration
2023/24
2022/23
10.00
75.00
0.00
110.00
0.00
124.00
81.00
166.86
35.00
35.00
84.00
127.20
50.00
50.00
260.00
688.06

Fund-raising Events

Fund-raising Events
Quiz night
Dumbleton Fete
Easter raffle
Sponsored walk
Coronation trail
Charity Football
5K Fun run
Christmas Fayre
Easyfundraising
Proceeds
Costs
Net
324.00
324.00
188.00
188.00
88.50
88.50
287.42
287.42
247.65
247.65
57.00
57.00
211.12
211.12
2101.61
2101.61
60.77
60.77
3566.07
0.00
3566.07

2