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2025-08-31-accounts

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Charity No. 1087441

Trustees' Report and Unaudited Accounts

31 August 2025

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Contents

Pages
Trustees' Annual Report 2 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Accounts 7 to 14
Statement of Cash flows 15

Page 1

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Trustees Annual Report

The trustees present their report with the unaudited financial statements of the charity for the year ended 31 August 2025.

REFERENCEAND ADMINISTRATIVEDETAILS

Charity No. 1087441

Principal Office

8 Coles Lane

Milborne St Andrew Blandford Forum Dorset DT11 0LG

Trustees

The following trustees served during the year:

D.J. French

E.L. Humphrey

P.H. Tasker

==> picture [298 x 55] intentionally omitted <==

Trustees holding title to charity property

Paul H Tasker David JFrench Elizabeth LHumphrey
Key Management Personnel
Chair Paul Tasker
Manager (Pre-school Leader) Samantha Mercer
Accountants

Bicknell Business Advisers Ltd 40 Broadway Lane Bournemouth BH8 0AA

Bankers

NatWest Bank

OBJECTIVESAND ACTIVITIES

To advance the education of children below compulsory school age. The Association will, whenever possible, be open to all children irrespective of race, creed, colour or physical ability

Public Benefit Statement: The Charity benefits families living within and around Milborne St Andrew by providing local playgroup and pre-school facilities otherwise not available.

ACHIEVEMENTSAND PERFORMANCE

Page 2

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Trustees Annual Report

Ladybirds’ operational focus during academic year 2024-25 was to “settle into” the new tenanted setting at the Milborne St Andrew First School during which a strong working relationship was developed between the two staff teams. There had been no inspection of the new setting by Ofsted.

The year started unusually well with some 19 children in attendance for some 295 child hours per week (averaging ~48%attendance per child). Children on roll increased to around 21 by the end of the year of which half moved up to school in September 2025.

During 2024-25 trustees worked with school leadership and Wessex Multi-Academy Trust (WMAT) to explore options for fully integrating the pre-school under school governance. The desirability of, and authority for doing this had been agreed at the Annual General Meeting in February 2025. This had been agreed in principle with WMAT subject to further work on the financial aspect of the business plan.

FINANCIALREVIEW

The unusually high attendance for 2024-25 allowed the Charity to make a net-positive margin (profit) of some £8,700. This allowed the cash reserve to recover after several years of losses to around £18k.

Staff costs increased by some 15%compared to the prior year due to deployment of significantly more staff time to maintain supervision ratios with the increased attendance, together with the April increase in National Living Wage of 6%. The usual advertising cost of £195 has been charged to fundraising with the benefit being seen in sales (attendance).

The Charity has no unrestricted funds in accordance with the accounting policies (Note 1 to the accounts).

With the prospect of a much smaller roll during 2025-26, trustees need to consider carefully the future viability of the Charity as an independent operation.

PLANSFORFUTUREPERIODS

It has become clear that Ladybirds on its own is financially unsustainable, but that this is not necessarily the case if supervision can be combined with the school reception class when pre-school numbers are particularly low. The plan for 2025-26 is therefore to conclude agreement for WMAT to take over governance of the pre-school and then on completion to wind-up the Charity.

Statement of trustees' responsibilities in relation to the financial statements

The charity trustees are responsible for preparing a trustees' annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

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

Signed on behalf of the charity's trustees

P.H. Tasker17/03/2026 16:11:23 UTC d90f4c44f72b409b9598 Trustee

04 March 2026

Page 3

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Independent Examiners Report

Independent Examiner's Report to the trustees of MILBORNELADYBIRDSPLAYGROUPASSOCIATION

I report to the trustees on my examination of the financial statements of MILBORNELADYBIRDSPLAYGROUP ASSOCIATION for the year ended 31 August 2025.

Responsibilities and basis of report

As the charity's trustees you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the charity's financial statements 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 can 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:

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 financial statements to be reached.

18/03/2026 11:38:55 UTC 8489d08ba5b04b7d986a

Abi Aiyegbayo, ACMA CGMA Chartered Institute of Management Accountants (CIMA).

Bicknell Business Advisers Ltd

40 Broadway Lane

Bournemouth

BH8 0AA 04 March 2026

Page 4

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Statement of Financial Activities

for the year ended 31 August 2025

**for the year ended 31 August ** 2025
Unrestricted
funds Total funds Total funds
2025 2025 2024
Notes £ £ £
Income and endowments
from:
Donations and legacies 3 - - 43
Charitable activities 4 77,640 77,640 58,704
Other trading activities 5 62 62 195
Other 6 223 223 250
Total 77,925 77,925 59,192
Expenditure on:
Raising funds 7 195 195 195
Charitable activities 8 2,783 2,783 673
Other 9 66,227 66,227 60,333
Total 69,205 69,205 61,201
Net gains on investments - - -
Net income/ (expenditure) 8,720 8,720 (2,009)
Transfers between funds - - (39,406)
Net income/ (expenditure)
before other gains/ (losses)
8,720 8,720 (41,415)
Other gains and losses
Net movement in funds 8,720 8,720 (41,415)
Reconciliation of funds:
Total funds brought forward 9,804 9,804 51,219
Total funds carried forward 18,524 18,524 9,804

Page 5

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Balance Sheet

at 31 August 2025

Charity No. 1087441 2025 2024
£ £
Fixed assets
Tangible assets 11 (468) -
(468) -
Current assets
Debtors 12 579 1,808
Cash at bank and in hand 26,163 20,697
26,742 22,505
Creditors:Amount falling due within one year 13 (7,747) (12,701)
Net current assets 18,995 9,804
Total assets less current liabilities 18,527 9,804
Net assets excluding pension asset or liability 18,527 9,804
Total net assets 18,527 9,804
The funds of the charity
Restricted funds 15
Unrestricted funds 15
General funds 27,029 18,306
Designated funds (8,502) (8,502)
18,527 9,804
Reserves 15
Total funds 18,527 9,804
Approved by the trustees on 04 March 2026

And signed on their behalf by:

P.H. Tasker S 17/03/2026 16:11:23 UTCd9c40a3bc88449e789fd Trustee 04 March 2026

Page 6

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Notes to the Accounts

for the year ended 31 August 2025

Basis of preparation

The financial statements have been prepared in accordance with Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UKand Republic if Ireland (FRS102) issued on 16 July 2014 and the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS102) and the Charities Act 2011.

Change in basis of accounting or to previous accounts

There has been no change to the accounting policies (valuation rules and method of accounting) since last year and no changes have been made to accounts for previous years.

Fund accounting

Unrestricted funds These are available for use at the discretion of the trustees in furtherance of the general objects of the charity.

general objects of the charity.
Designated funds These are unrestricted funds earmarked by the trustees for particular purposes.
Revaluation funds These are unrestricted funds which include a revaluation reserve representing the
restatement of investment assets at their market values.
Restricted funds These are available for use subject to restrictions imposed by the donor or through
terms of an appeal.
Income
Recognition of Income is included in the Statement of Financial Activities (SoFA) when the charity
income becomes entitled to, and virtually certain to receive, the income and the amount of
the income can be measured with sufficient reliability.
Income with Where income has related expenditure the income and related expenditure is
related reported gross in the SoFA.
expenditure
Donations and Voluntary income received by way of grants, donations and gifts is included in the
legacies the SoFA when receivable and only when the Charity has unconditional entitlement
to the income.
Tax reclaims on Income from tax reclaims is included in the SoFA at the same time as the
donations and gifts gift/donation to which it relates.
Donated services These are only included in income (with an equivalent amount in expenditure)
and facilities where the benefit to the Charity is reasonably quantifiable, measurable and
material.
Volunteer help The value of any volunteer help received is not included in the accounts.
Investment income This is included in the accounts when receivable.
Gains/(losses) on This includes any gain or loss resulting from revaluing investments to market value at
revaluation of fixed the end of the year.
assets
Gains/(losses) on This includes any gain or loss on the sale of investments.
investment assets

Page 7

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Notes to the Accounts

Expenditure

Recognition of Expenditure is recognised on an accruals basis. Expenditure includes any VAT which expenditure cannot be fully recovered, and is reported as part of the expenditure to which it relates. Expenditure on These comprise the costs associated with attracting voluntary income, fundraising raising funds trading costs and investment management costs. Expenditure on These comprise the costs incurred by the Charity in the delivery of its activities and charitable activities services in the furtherance of its objects, including the making of grants and governance costs. Grants payable All grant expenditure is accounted for on an actual paid basis plus an accrual for grants that have been approved by the trustees at the end of the year but not yet paid.

Other expenditure These are support costs not allocated to a particular activity.

Taxation

The charity is exempt from tax on its charitable activities.

Tangible fixed assets and depreciation

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life:

Fixtures, Fittings and 33%Straight line Equipment

==> picture [210 x 32] intentionally omitted <==

Freehold investment property

Investment properties are measured initially at cost and subsequently at fair value at each balance sheet date and are not depreciated. All gains or losses are taken to the Statement of Financial Activities as they arise.

Stocks

Stock is included at the lower of cost or net realisable value. Donated items of stock are recognised at fair value which is the amount the charity would have been willing to pay for the items on the open market.

Trade and other debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Cash and cash equivalents

Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or less and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities. In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the company's cash management.

Page 8

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Notes to the Accounts

Trade and other creditors

Short term creditors are measured at the transaction price. Other creditors and provisions are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Research and development

Expenditure on research and development is written off in the year in which it is incurred.

Foreign currencies

Monetary assets and liabilities denominated in currencies other than the functional currency of the charity are translated at the rates of exchange prevailing at the end of the reporting period. Transactions in currencies other than the functional currency of the charity are recorded at the rate of exchange on the date that the transaction occurred.

All exchange differences are are taken into account in arriving at net income/expenditure.

Leased assets

Where the charity enters into a lease which entails taking substantially all the risks and rewards of ownership of an asset, the lease is treated as a finance lease.

Leases which do not transfer substantially all the risks and rewards of ownership to charity are classified as operating leases.

Assets held under finance leases are initially recognised as assets of the charity at their fair value at the inception of the lease or, if lower, at the present value of the minimum lease payments. The corresponding liability to the lessor is included in the balance sheet date as a finance lease obligation. Lease payments are apportioned between finance expenses and reduction of the lease obligation so as to achieve a constant rate of interest on the remaining balance of the liability. Finance expenses are recognised immediately, unless they are directly attributable to qualifying assets, in which case they are capitalised in accordance with the charity's policy on borrowing costs.

Assets held under finance leases are depreciated in the same way as owned assets.

Operating lease payments are recognised as an expense on a straight-line basis over the lease term. In the event that lease incentives are received to enter into operating leases, such incentives are recognised as a liability. The aggregate benefit of incentives is recognised as a reduction of rental expense on a straight-line basis.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the charity pays fixed contributions into a separate entity. Once the contributions have been paid the charity has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the charity in independently administered funds.

Receipt of donated goods, facilities and services

All donated goods, facilities and services received are recognised within incoming resources and expenditure at an estimate of the value to the charity.

Page 9

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Notes to the Accounts

2 Statement of Financial Activities - prior year (restated)
Unrestricted
funds Total funds
2024 2024
£ £
Income and endowments from:
Donations and legacies 43 43
Charitable activities 58,704 58,704
Other trading activities 195 195
Other 250 250
Total 59,192 59,192
Expenditure on:
Raising funds 195 195
Charitable activities 9,218 9,218
Other 51,788 51,788
Total 61,201 61,201
**Net ** income (2,009) (2,009)
Transfers between funds (39,406) (39,406)
**Net ** income before other
gains/ (losses) (41,415) (41,415)
Other gains and losses:
**Net ** movement in funds (41,415) (41,415)
Reconciliation of funds:
Total funds brought forward 51,219 51,219
Total funds carried forward 9,804 9,804
3 Income from donations and legacies
Total Total
2025 2024
£ £
Donations - 43
- 43
4 Income from charitable activities
Unrestricted Total Total
2025 2024
£ £ £
Nursery Fees 5,791 5,791 15,132
Nursey Grants (DCC) 71,849 71,849 38,672
Charitable activities - Other
Grants
- - 4,900
77,640 77,640 58,704

Page 10

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Notes to the Accounts

5 Income from other trading activities

5 Income from other trading activities
Unrestricted Total Total
2025 2024
£ £ £
Fundraising 62 62 195
62 62 195
6 Other income
Unrestricted Total Total
2025 2024
£ £ £
Bank interest 223 223 250
223 223 250
7 Expenditure on raising funds
Unrestricted Total Total
2025 2024
£ £ £
Fundraising trading costs
Fundraising 195 195 195
195 195 195
8 Expenditure on charitable activities
Unrestricted Total Total
2025 2024
£ £ £
Expenditure on charitable
activities
Nursery Fees 2,782 2,782 673
Governance costs
2,782 2,782 673
9 Other expenditure
Unrestricted Total Total
2025 2024
£ £ £
Employee costs 58,411 58,411 51,788
Premises costs 6,178 6,178 6,593
General administrative costs 779 779 1,146
Legal and professional costs 857 857 806
66,225 66,225 60,333

Page 11

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Notes to the Accounts

10 Staff costs
2025 2024
Salaries and wages 55,141 47,174
Social security costs 1,597 2,161
Pension costs 1,673 1,494
58,411 50,829

No employee received emoluments in excess of £60,000.

11 Tangible fixed assets
Fixtures,
Fittings and Total
Equipment
£ £
Cost or revaluation
Additions (468) (468)
At 31 August 2025 (468) (468)
Net book values
At 31 August 2025 (468) (468)
12 Debtors
2025 2024
£ £
Trade debtors 579 1,808
579 1,808
13 Creditors:
amounts falling due within one year
2025 2024
£ £
Other taxes and social security 462 388
Other creditors (216) -
Accruals 148 2,078
Deferred income 7,353 10,235
7,747 12,701
14 Deferred Income
Movement of the deferred income shown in_Creditors: amounts falling due within one year_
2025 2024
£ £
At 1 September 10,235 3,797
Released in current year (10,235) (3,797)
Deferred in current year 7,353 10,235
At 31 August 7,353 10,235

Page 12

MILBORNELADYBIRDSPLAYGROUPASSOCIATION

Notes to the Accounts

15 Movement in funds

Movement in funds
Incoming
At 1
September
resources
(including
other
Resources
expended
At 31
August
2025
2024 gains/ losses)
£ £ £
Restricted funds:
Unrestricted funds:
General funds 18,306 77,925 (69,202) 27,029
Designated funds:
Fundraising Capital Fund 4,209 - - 4,209
Operation Reserves Fund 3,800 - - 3,800
(16,511) - - (16,511)
Total (8,502) - - (8,502)
Total funds 9,804 77,925 (69,202) 18,527

Purposes and restrictions in relation to the funds:

Designated funds:
Fundraising Capital Fund Proceeds of fundraising (non-operational) activities to support
extra-curricula activities and treats for the children.
Operation Reserves Fund Provision for running costs in case of reduced income
16 Analysis of net assets between funds
Unrestricted
funds
Total
£ £
Fixed assets (468) (468)
Net current assets 18,995 18,995
18,527 18,527
17 Reconciliation of net debt
At 1 At 31
September August
2024 Cash flows 2025
£ £ £
Cash and cash equivalents 20,697 5,466 26,163
20,697 5,466 26,163
Net debt 20,697 5,466 26,163

Page 13

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Notes to the Accounts

18 Commitments

Operating lease commitments

Annual commitments under non-cancellable operating leases are as follows:

2025 2025 2024 2024
Land and
buildings
Other Land and
buildings
Other
£ £ £ £
Operating leases with expiry date:
Pension commitments
2025 2024
£ £
The pension cost charge to the charity
amounted to: 1,673 1,494

Page 14

MILBORNELADYBIRDSPLAYGROUPASSOCIATION Statement of Cash flows

for the year ended 31 August 2025

2025 2024
£ £
Cash flows from operating activities
Net income/ (expenditure) per Statement of Financial Activities 8,720 (41,415)
Adjustments for:
Dividends, interest and rents from investments (223) (250)
Other gains/losses - -
Decrease/(Increase) in trade and other receivables 1,229 (778)
(Decrease)/Increase in trade and other payables (4,954) 1,596
Net cash provided by/ (used in) operating activities 4,772 (40,847)
Cash flows from investing activities
Payments for property, plant and equipment 468 -
Dividends, interest and rents from investments 223 250
Net cash from investing activities 691 250
Net cash from financing activities - -
Net increase/ (decrease) in cash and cash equivalents 5,463 (40,597)
Cash and cash equivalents at the beginning of the year 20,697 54,857
Cash and cash equivalents at the end of the year 26,160 14,260
Components of cash and cash equivalents
Cash and bank balances 26,163 20,697
26,163 20,697

Page 15