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2023-08-31-accounts

Stepping Stones Pre-school Annual General Meeting

Thursday 19th October 2023 – 7pm at Stepping Stones

MINUTES

Present:

Adam Mercer (Chair), Sophie Stewart, Tia Clune, Rita Bilous, Dale Richards, Steve Bennett Allison Brisland, Chanelle Uzzell, Rosie Brisland

Apologies:

Sophie Newman, Beki Wray-Daly, Josie Gustafsson

AGENDA ITEM Welcome & Introductions
Verify minutes of
last AGM
Adam explained minutes of AGM & SGM
Staf Report Allison read staf report for the academic year Sept 22 – July 23

Healthy numbers

5 Staf

Cleaner left almost immediately for personal reasons

Elly left at Christmas

Students: Delilah & Ronnie

PATA audit – good

Ofsted phone-call following complaint from parent (not put in writing to SS) very
positive comments from Ofsted

Fundraising at school Christmas bazaar – Prize board

Christmas party disco – children given books (supporting literacy)

Staf undertook varied CPD including First Aid, Safeguarding

Staf worked very hard to cover Elly and Cleaner’s position

Rosie Connect 2 Care EY Apprentice of the year

Pay rise for Chanelle, Rosie & Miranda

Committee helped to clean pirate ship for inspection

Committee and parents help with garden. Thank you to Tia, Sean, Adam & Luke

Policies updated

Pest control

Met with school Principal to discuss building and utilities

Met with Reception teacher to discuss Transitions with school

Bookstart books given to all children

Lucy joined as Assistant – excellent addition to team

Magic Marie entertained children at end of term

Leaverspresentation forparents and carers

1

Stepping Stones Pre-school

Annual General Meetin g

Annual General Meeting Annual General Meeting

Parents extremely positive about children’s experience of Stepping Stones
Chair’s Report Adam read Chair’s report for past year.

Thanked committee

New constitution was signed

Congratulated Rosie on her achievement and gaining L3 EYE

Connections with school

Increase in cost of utilities, with 5% increase year on year
Financial Report
Turnover of £80k

Income & outgoings approx even

Accounts audited

Required info sent to Charity Commission

Refund from HMRC
Election of New
committee

Chair:Tia Clune (proposed by Rosie and seconded by Chanelle)

Treasurer: Rita Bilous (proposed by Rosie and seconded by Chanelle)

Secretary: Dale Richards (proposed by Rosie and seconded by Chanelle)

Steven Bennett (proposed by Tia and seconded by Adam)

Beki Wray Daly and Josie Gustafsson requested to be voted on in their absence
All previous members stepped down apart from Tia.
Allison & Adam explained next steps for new committee members regarding DBS & EY2.
This must take place within 2 weeks and Ofsted must be informed by Adam.
Tia can then complete EY3
We still need a member of the committee to be SG Champion – this is not an Ofcer’s
role. Allison to ask Beki and Josie.
Date of next
meeting
Thursday 30thNovember 2023

2

Stepping Stones Playgroup (Dursley)

Registered Charity Number 1054233

Accounts for the Period September 2022 - August 2023

Account Balances at start of period
Lloyds 2724
Loan K Redmond
Petty Cash
Lloyds
5204
Total
Income
Child Fees
Nursery Grant
Other Grants
Events
Photographers comm
Sweatshirts
Xmas Bazaar
Easyfundraising
Class fundraising
Interest
Donation
CAF
Donation - relative
Total
Expenditure
Wages
HMRC (PAYE/NI)
Nest Pension
Premises
Memberships
Insurance
Refreshments
Clothing
Course Fees
Admin
Equipment/Comsumables
Xmas/Leaving Presents
HMRC fine
Other Expenses
Total
Income- Expenditure
Balance after Income- Expenditure
Account Balances at end of period
Lloyds 2724
Loan - K Redmond
Petty Cash
Lloyds
5204
2023
£
£
£
18,001.17
901.07
31.84
4,993.39
23,927.47
4,228.00
76,124.09
-
-
0.00
37.65
15.16
209.00
80,613.90
61,407.55
4,843.34
2,128.44
4,147.80
563.03
1,025.02
927.50
-
1,337.35
1,782.23
3,353.55
219.04
100.00
71.94
81,906.79
(1,292.89)
22,634.58
16,693.12
901.07
31.84
5,008.55
22,634.58
2022
£
11,497.28
901.07
31.84
4,882.42
17,312.61
3,270.10
91,733.80
-
102.00
-
0.00
110.35
0.62
0
95,216.87
71,792.39
3,758.40
1,978.69
1,241.58
236.40
870.11
732.19
365.91
945.90
2,808.90
3,265.06
355.49
200.00
50.99
88,602.01
6,614.86
23,927.47
18,001.17
901.07
31.84
4,993.39
23,927.47

Stepping Stones Playgroup (Dursley)

Registered Charity Number 1054233

Accounts for the Period September 2022 - August 2023

Account Balances at start of period
Lloyds 2724
Loan K Redmond
Petty Cash
Lloyds
5204
Total
Income
Child Fees
Nursery Grant
Other Grants
Events
Photographers comm
Sweatshirts
Xmas Bazaar
Easyfundraising
Class fundraising
Interest
Donation
CAF
Donation - relative
Total
Expenditure
Wages
HMRC (PAYE/NI)
Nest Pension
Premises
Memberships
Insurance
Refreshments
Clothing
Course Fees
Admin
Equipment/Comsumables
Xmas/Leaving Presents
HMRC fine
Other Expenses
Total
Income- Expenditure
Balance after Income- Expenditure
Account Balances at end of period
Lloyds 2724
Loan - K Redmond
Petty Cash
Lloyds
5204
2023
£
£
£
18,001.17
901.07
31.84
4,993.39
23,927.47
4,228.00
76,124.09
-
-
0.00
37.65
15.16
209.00
80,613.90
61,407.55
4,843.34
2,128.44
4,147.80
563.03
1,025.02
927.50
-
1,337.35
1,782.23
3,353.55
219.04
100.00
71.94
81,906.79
(1,292.89)
22,634.58
16,693.12
901.07
31.84
5,008.55
22,634.58
2022
£
11,497.28
901.07
31.84
4,882.42
17,312.61
3,270.10
91,733.80
-
102.00
-
0.00
110.35
0.62
0
95,216.87
71,792.39
3,758.40
1,978.69
1,241.58
236.40
870.11
732.19
365.91
945.90
2,808.90
3,265.06
355.49
200.00
50.99
88,602.01
6,614.86
23,927.47
18,001.17
901.07
31.84
4,993.39
23,927.47