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2020-08-31-accounts

AGM 2019-2020 and missed AGM 2018-2019

Little Acorns Meeting 09/02/2021 (Via ZOOM due to COVID restrictions)

Present:

Sophie Jones (Chair)

Nicky Bower (Supervisor)

Laura Button (Deputy Supervisor and SENCO)

Jenny George (Early Years Practitioner and parent liaison officer, Health and safety and Fire officer)

Bobbi Miller (Apprentice)

Apologies:

Janie Mounter (Treasurer)

Jeanette Creed (Early Years Practitioner)

Hannah Crawford (Committee member)

Agenda and minutes

1. Outstanding actions from previous meeting

Action – Sophie to cc Janie when sending timesheets to Roz – Resolved

Action SJ – to look at options for statements (constitutions) – Outstanding

Action BJ – to felt by end of next week – Resolved by NB

Action all – To consider new secretary – Rachel Rowe has offered

Action BJ – Put up Sail in garden – Resolved - Now lovely solid structure shelter - Village Hall committee happy

Action NB - Nicky to apply for another grant to cover disposable items – Resolved we received that – well done Nicky!

Action NB/JM – Purchase tablet/smart phone – Janie has a Sony Experian which she can donate - Resolved

Action BJ – Fix fencing, sort shed – Still outstanding – fencing could be a working party group at Easter

Action all – Please have a think about ideas for virtual and COVID safe fundraising

2. Treasurers report

Financial Statement Aug 20 - Feb 21.xlsx

Summary

We have made a profit thanks to DCC honouring the fees during lockdown and can weather this until restrictions lift at the moment.

Meeting attendees discussed (and agreed) in the current climate (COVID) we would revert to billing half termly in arrears

3. Supervisors report

Supervisors Report – February 2021

Summary

Change to opening hours due to restrictions – M-W for 5 children of keyworker families

Sharing training

Deliver forest school as soon as can

Staff not keen to increase opening hours until schools open

Shelley is putting heating on

Keeping in touch with parents and completing learning journals using photos and comments sent in via parents

Wish list – Fencing – to set a date for Easter

No one is using the Village hall

New EYFS from September – Training from Maureen at DCC (copy of mandates)

4. Staff/Committee

Laura – Going well

Nicky – Thank you to staff

Hannah Crawford (by message) – Facebook posts are always positive and informative. It’s lovely to be able to share ideas on Facebook and showcase LA makes learning fun whist the children are cared for to such a high degree too. I’m so please for LA staff involved that despite all of the difficulties 2020/2021 has brought, LA has been flourishing.

Bobbi – Settled and part of the team

Jenny – Frustrated that level 3 has ground to a halt in terms of supervision from assessing body – Jenny will contact the assessor to ask for a plan so she can complete by END of Summer term

Jeannie (By message) – Hoping to return back when open full time, has been accessing training online

Committee changes -

Stepping down – Ben Jones as Chair

Nicky nominated Sophie Jones to position of chair, seconded by Jenny

5. Fundraising

(previous fundraising) –

Bags to school – Jenny hoping to organise for 1/3/2021 if running this year

April - Easter egg

Summer

Sports Day

November – Rampisham toy fair

December - Scavenger hunt

Fill a Smartie tube with coins

Make a papier mache piggy bank with the children to fill in playgroup

6. AOB

Sophie – Thank you for your continued hard work and dedication team– massive

Also a huge thank you to Roz, who without, I think we would be very lost.

Next meeting – ~~a~~ 30/03/2021 (AGM) via zoom for staff, committee, and parents Meeting ID: TBC Passcode: TBC

Future meetings – ½ termly – future dates TBC

Financial Statements for the Year Ended 31 August 2020 for Little Acorns

Little Acorns

Contents of the Financial Statements for the Year Ended 31 August 2020

Page
Independent Examiner's Report 1
Profit and Loss Account 2
Balance Sheet 3
Statement of Financial Activities 4

Financial Statements

for the Year Ended 31 August 2020

Independent examiner's report to the trustees of

Little Acorns

I report on the accounts of the Trust for the year ended 31 August 2020, which are set out on Pages 2 to 3.

Respective responsibilities of trustees and examiner.

The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 43(2) of the Charities Act 1993 (the 1993 Act) and that an independent examination is needed.

It is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a 'true and fair view' and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

(1) which gives me reasonable cause to believe that in any material respect the requirements:

have not been met; or

(2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Roz Barrett BSc, FCCA Accountancy Services 32 Prankerds Road Milborne Port Sherborne Dorset DT9 5BX

Date: 30[th] March 2022

Page 1

Little Acorns

Profit and Loss Account

For the Year Ended 31 August 2020

INCOME
Fees
Grants
Fund Raising
Donations
Interest
Total Income
EXPENSES
Wages
Rent and Electricity
Ofsted
Insurance
Playgroup Materials and Equipment
Playgroup Activities
Garden Expenses
Work to School
Cost of Fund Raising
Printing, Stationery, Postage and Telephone
Sundries
Audit and Accountancy
Depreciation
Capital Grant Expenditure
Provision for Bad Debts
Bad Debts Writte Off
Total Expenses
PROFIT/-LOSS
31.08.20
31.08.19
£
£
29,445.90
24,479.41
7,459.55
7,000.00
72.00
1,238.86
159.00
500.00
-
0.00
37,136.45
33,218.27
26,032.42
26,546.92
4,203.91
3,886.33
50.00
50.00
743.56
662.60
767.99
708.08
30.88
144.66
19.99
83.62
-
-
-
18.85
10.99
104.77
657.95
1,271.51
616.00
400.00
4.61
5.76
-
-
-
-
-
-
33,138.30
33,883.10
3,998.15
(664.83)

Page 2

Little Acorns

Balance Sheet

31 August 2020

FIXED ASSETS
Tangible Assets
CURRENT ASSETS
Debtors & Prepayments
Reserve Account
Current Account
Cash in Hand
CURRENT LIABILITIES
Creditors and Accruals
NET CURRENT ASSETS
TOTAL ASSETS
LESS CURRENT LIABILITIES
CAPITAL AND RESERVES
Unrestricted Funds
Restricted Funds:
Building Fund
Awards for All
Work to School
Enrichment
2020
2019
£
£
18.44
23.05
-
743.56
-
0.00
10,148.49
5,008.81
92.59
85.95
10,241.08
5,838.32
800.00
400.00
9,441.08
5,438.32
9,459.52
5,461.37
9,459.52
5,461.37
-
-
-
-
-
-
-
-
9,459.52
5,461.37

Page 3

Little Acorns

Statement of Financial Activities Restricted and Unrestricted Funds For the Year Ended 31 August 2020

Incoming resources from generated
Funds
Voluntary Income:
Donations
Grants receivable
Activities for generated Funds
Fees, and other income
Total Incoming resources
Resources expended
Costs of generating funds
Fundraising trading costs
Charitable activities
Governance Costs
Transfer of Funds
Total Payments
Net expended resources
Fund balances brought forward
At 1stSeptember 2019
Fund balances carried forward
At 31st August 2020
Unrestricted Restricted Total Funds
Total Funds
Funds
Funds
31/08/20
31/08/19
159.00
159.00
500.00
7,459.55
7,459.55
7,000.00
29,517.90
29,517.90
25,718.27
£37,136.45
-
£37,136.45
£33,218.27
-
-
18.85
32,522.30
32,522.30
33,464.25
616.00
616.00
400.00
-
-
-
£33,138.30
-
£33,138.30
£25,836.28
3,998.15
-
3,998.15
(664.83)
5,461.37
-
5,461.37
5,461.37
9,459.52
-
9,459.52
4,796.54

Page 4