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2024-09-01-accounts

Cylch Meithrin Parc y Bont & Cylch Ti a Fi Llanddaniel Trustee Annual Report

The board of trustees of Cylch Meithrin Parc y Bont and Cylch Ti a Fi Llanddaniel present their annual report and audited accounts for the year ended August 31st 2024 and confirm they comply with the requirements of the Charities Act 2011.

Our Aim

Our aim is to provide quality pre-school provision for children aged 2- 4years through the medium of Welsh, in a happy, safe and secure environment, having fun, meeting new friends and learning through play. We believe every child has a voice and the right to be heard. We create an environment that promotes independence and confidence encouraging all children to develop to their full potential building their self-confidence and preparing them for future opportunities and life experiences. We aim to work closely with the local school and other settings to provide a service for local children and families to access and thrive.

Our Objectives

Our objectives reflect our settings aims and ethos. It is important to us that we maintain and enhance the success of the setting and individual objectives are set for each year that will help the setting move forward in continuously achieving and working towards the highest of standards.

Our key objectives for the past year included:

Recent years have been difficult with the COVID 19 Pandemic but we have successfully continued to provide children attending the setting a high-quality care and learning experience. Our afternoon sessions and wrap around service have progressively grown after re-opening.

Staff have attended online training throughout the past year to enhance and develop their professional skills and extend their understanding of the Welsh government curriculum, with excellent knowledge of child development, observational techniques, activities and assessment strategies practitioners can clearly evidence the individual progress of learners and service users within the setting.

This year we have continued working in partnership with the local authority to provide numerous funding opportunities to service users in the local area. We continue to offer

Early years education places for children aged 3

The childcare offer for working parents in Wales entitling parents to 30 free hours childcare a week

These funding opportunities allow children and families with varying needs to be able to access the setting and for all children to have opportunities to feel happy, safe and secure in a fun environment where they can develop individually.

Achieving a high standard in inspection outcomes is a constant aim whilst maintaining the quality of care, education and opportunities we provide. The setting leader and other practitioners continue to review the curriculum and opportunities provided to ensure they remain appropriate for our children’s individual development.

Our future plans are financed primarily from local authority funding, fee income, fundraising events and grants. The trustees ensure the finances are healthy and a balance is maintained between the continuous improvements in the setting and the reserve of finances to ensure the security of the organisation.

The board of trustee and the staff are committed to working with each other and are constantly reviewing and renewing our procedures in the current ever-changing situation with COVID 19.

Finances

The financial statements show gross incoming for the year for the setting as £58,865.19

The principal source of income is local authority funding accounting through grant funding of £45,732.12 (77.68%) of the settings income. The board of trustees has deployed 100% of its income on the care, education and running of the setting.

This year the setting has developed the outdoor area of the Cylch Meithrin, and have secured funding through the ‘Cronfa Elusennol Ynys Mon’ for the major works needed.

As an educational charity, we are unable to reclaim VAT input tax on our costs as we are exempt for VAT purposes. We pay tax as an employer through national insurance contributions we make.

As shown on the accounts a loss of £1621.74 was made for the year ending August 2024 with a closing cash funds balance of £6589.32. The loss was incurred due to asset investment made within the setting into the outdoor area of the setting.

The board of trustees consider that given the strength of the increasing numbers in the later part of the year and the stable cash flow from local authority funding the ongoing popularity of the setting there is a good reserve to support any future needs.

Ethos, Strategies and Policies

Our ethos: a caring setting serving our local community, we are a setting which seeks to benefit the public through the pursuit of its stated aims. Our fees are set at a level to ensure the financial viability of the setting and at a level that is consistent with our aim of providing a quality care and education experience to children and families.

Our Setting welcomes pupils from all backgrounds. We are an equal opportunity organisation and are committed to a working environment that is free from any form of discrimination on the grounds of colour, race, ethnicity, religion, sex, sexual orientation or disability. We will make reasonable adjustments to meet the needs of staff or pupils who have additional physical needs or who are disabled.

Our setting is committed to safeguarding and promoting the welfare of our children and service users and expects all practitioners and volunteers to share this commitment.

Parents and Carers are given regular information about their children’s progress through parent evenings, in addition to the end of term and year reports a weekly diary with information on activities, celebrations and interests of individuals are provided to parents with opportunities for them to contribute to. We maintain regular contact with parents throughout the year through informal contacts and through our newsletters.

Structure, Governance and Management

The charity trustees are responsible for the overall management and control of Cylch Meithrin Parc y Bont and Cylch Ti a Fi Llanddaniel and meet quarterly. All trustees give up their time freely and no remuneration or expenses were paid in the year.

The implementation of most policies and the day to day running of the setting is delegated to the leader. The Leader undertakes the key leadership role overseeing the care, education and administrative functions. The day to day administration for the setting is undertaken within the policies and procedures approved by the trustees which provide for only significant expenditure decisions and major capital projects to be referred to the trustees for prior approval. The trustees are responsible for the recruitment of all practitioners. The leader is invited to attend trustee meetings.

Risk Management - The trustees are responsible for the overseeing of the risks faced by the setting. Risks are identified, assessed and controls established throughout the year. A formal review of the charity’s risk management processes is undertaken on an annual basis. Risk is managed under the headings of financial sustainability, setting safety, child welfare/ safeguarding and employment.

The main risks that the trustees have identified and the plans to manage those risks are:

Finances. Our ability to continue is reliant on children’s fees and the ability to pay bills as they fall due. This risk is managed by local advertising, having a good reputation in the local area and fundraising events held throughout the year.

General setting safety is monitored by the setting leader and risk or actions required reported to the trustees to act upon appropriately.

Child welfare / safeguarding is managed with robust safeguarding policies and procedures. All practitioners have appropriate safeguarding training along with members of the board of trustees. Safeguarding policies and procedures are covered in-depth during staff inductions and are regularly discussed in in house training and staff meetings.

Employment and the turnover of staff is managed by staff recruitment policies, staffing policies and a good relationship between trustees and the practitioners. We offer good hourly rates of pay, training opportunities for practitioners to further develop their skills and have regular meeting, supervisions and annual appraisals to monitor and encourage staff.

Through the risk management processes established for the setting, the Trustees are satisfied that the major risks identified have been adequately mitigated where necessary. It is recognised that systems can only provide reasonable but not absolute assurance that major risks have been adequately managed.

Cylch Meithrin Parc y Bont + Cylch 1060038 Ti a Fi Llanddaniel Receipts and payments accounts For the period 01/09/2023 To 31/08/2024 from ~~ee ee ee ee~~

CC16a

~~ee~~ Section A Receipts and payments

Unrestricted
funds
Restricted
funds
Restricted
funds
Endowment
funds
Endowment
funds
Total funds Last year
to the nearest
£
to the nearest to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Fees(Cylch Meithrin) 11,618 - - - - 11,618 3,317
Fees(Ti a Fi) - - - - - - - 540
Grants 22,828 22,828 12,130
Education Grant 2,479 - - - - 2,479 8,994
Grants(Ti a Fi) - - - - - - - 104
30 hours 20,425 - - - - 20,425 7,493
Donations 1,396 - - - - 1,396 646
Donations(Ti a Fi) - - - - - - -
Mudiad Meithrin 120 120 350
Misc 0 - - - - 0 0
Sub total(Gross income for
AR)
AR) 58,865 - - - - 58,865 33,574
A2 Asset and investment
sales, (see table).
-
-
-
-
-
-
-
-
-
Sub total -
-
-
-
-
~~—————~~
Total receipts 58,865
-
~~5 ES~~9
- - 58,865
~~nb~~
33,574

09/03/2026

CCXX R1 accounts (SS)

1

A3 Payments

A3 Payments
Wages 37,807 - - 37,807 20,702
PAYE 2,148 2,148 1,645
Accountant 444 444 531
Food 22 - - 22 286
Subscriptions 178 - - 178 243
Resources 18,954 - - 18,954 12,168
Resources (Ti a Fi) 74 - - 74 208
Misc 859 - - 859 200
- - -
- - -
- - - -
**Sub total ** 60,487 - - 60,487 35,984
A4 Asset and investment
purchases, (see table)
-
-
**Sub total ** - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
35,984
- 1,622 - 2,410 - 2,410
1,397 -
6,814 6,814 -
6,589 6,814 - 2,410

Section B Statement of assets and liabilities at the end of the period

Categories
B1 Cash funds
HSBC
Details
Unrestricted
funds
to nearest £
6,814
Restricted
funds
to nearest £
-
Endowment
funds
to nearest £
HSBC 6,814 - -

09/03/2026

CCXX R2 accounts (SS)

2

B2 Other monetary assets

B3 Investment assets

B4 Assets retained for the charity’s own use

- - -
- - -
Total cash funds 6,814 - -
(agree balances with receipts and payments
account(s)) Agreement Error OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Details Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Current value
(optional)
- -
- -
- -
- -
- -
Details Fund to which
asset belongs
Cost (optional)
-
-
-
Current value
(optional)
- -
- -
- -

09/03/2026

CCXX R3 accounts (SS)

3

- -
- -
- -
- -
- -
- -

B5 Liabilities

Signed by one or two trustees on behalf of all the trustees

Details Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
When due
(optional)
-
-
-
-
-
Signature
Claire Griffiths
Print Name
Claire Griffiths
Date of
approval
Claire Griffiths 03/06/2026

09/03/2026

CCXX R4 accounts (SS)

4

Cylch Meithrin Parc y Bont + Cylch Ti a Fi Llanddaniel

Accounts For The Period Ended 31 August 2024

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CYLCH MEITHRIN PARC Y BONT + CYLCH TI A FI LLANDDANIEL

CHARITY NUMBER: 1060038

I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the period ended 31 August 2024.

Responsibilities and basis of report

As the charity's trustees, 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 Trust'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 which gives me cause to believe that in, any material respect:

• the accounts did not comply with the applicable 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.

M Roberts

Martin Kelly-Roberts MKR Payroll Services Muriau Llanddaniel Gaerwen Anglesey LL60 6DT

Cylch Meithrin Parc y Bont + Cylch Ti a Fi Llanddaniel

Receipts and Payments Accounts For the Period Ended 31 August 2024

Grants
Education Grant
Grants (Ti a Fi)
30 hours
Donations
Mudiad Meithrin
Donation (Ti a Fi)
Misc
Total receipts
Payments
PAYE
Accountant
Food
Subscriptions
Resources
Resources (Ti a Fi)
Misc
Cash - HSBC(at last year end)
Total Cash Fundsat year end
Receipts
Fees (Cylch Meithrin)
Fees (Ti a Fi)
Wages
Total payments
Surplus/ (Defecit)
Un-restricted
Reserves brought forward
Reserves carried forward
Funds
Total
Funds
Total
Funds
31.08.24
31.08.23
£
£
11,617.50
3,316.70
0.00
540.00
22,828.19
12,130.38
2,478.93
8,993.93
0.00
104.00
20,425.00
7,492.50
1,395.56
646.26
120.00
350.00
0.00
-
0.01
1.01
58,865.19
33,574.78
37,807.22
20,701.88
2,148.19
1,645.12
444.00
531.00
22.00
286.00
178.00
243.41
18,954.37
12,168.47
74.40
207.96
858.75
201.00
60,486.93
35,984.84
-1,621.74
-2,410.06
-
-
-
-
6,813.86
8,684.72
6,589.32
6,813.86

The financial statements were approved by the trustees on . .........................., and signed on their behalf by: Signed: Claire Griffiths Signed: