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2023-12-31-accounts

Charity registration number 1127983 (England and Wales)

Company registration number 06772134

YAXLEY AND MELLIS PRE-SCHOOL

ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2023

YAXLEY AND MELLIS PRE-SCHOOL

LEGAL AND ADMINISTRATIVE INFORMATION

Committee Mrs S Partridge
Mrs A Hindmarch (Appointed 10 May 2023)
Mrs C Bloomfield (Appointed 4 November 2024)
Mrs J Pearce (Appointed 14 November 2023)
Mrs H L Sinclair (Appointed 4 November 2024)
Secretary Mrs Amy Hindmarch
Charity number (England and Wales) 1127983
Company number 06772134
Principal address Yaxley Road
Mellis
Eye
Suffolk
IP23 8DY
Registered office Mellis Cevcp School
Yaxley Road
Mellis
Eye
Suffolk
IP23 8DY
Independent examiner Waveney Accountants Limited
T/as Newman & Co
Chartered Accountants
4b Church Street
Diss
Norfolk
IP22 4DD

YAXLEY AND MELLIS PRE-SCHOOL

CONTENTS

Page
Committee's report 1 - 3
Statement of committee's responsibilities 4
Independent examiner's report 5
Statement of financial activities 6
Balance sheet 7
Notes to the financial statements 8 - 14

YAXLEY AND MELLIS PRE-SCHOOL

COMMITTEE'S REPORT (INCLUDING DIRECTOR'S REPORT)

FOR THE YEAR ENDED 31 DECEMBER 2023

The committee present their annual report and financial statements for the year ended 31 December 2023.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's deed of trust, the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (as amended for accounting periods commencing from 1 January 2016)

Objectives and activities

We are regulated by Ofsted, governed by the Early Years Framework and are members of the Preschool Learning Alliance. The Preschool was inspected by Ofsted after the year end in May 2019 and we were very pleased to be awarded 'Good' under the grading criteria.

The preschool's purpose is to provide education in compliance with the Statutory Framework for Early Years Foundation Stage for children aged 24 to 60 months. Our aim is to constantly monitor our service and ensure we strive to provide the best possible early years education we can.

We are positioned between the Yaxley and Mellis villages, set inside the grounds of Mellis Church of England Voluntary Controlled Primary school. The preschool maintains close links with the Primary school. This ensures an excellent and seamless transition to the Primary education system. Parental feedback and initial teaching assessments praises the ease at which our children have settled in to school life.

Our long term objective is promoting inclusion and working in partnership with each child's parents or carers. Families of all attending children are strongly encouraged to participate in aspects of the preschool through parent interactions days, fundraising and school trips.

Significant activities

Yaxley & Mellis Pre-School has expanded on fundraising, commence with stay and plays for parents, have day trips and invest in staff supervisions and more training. We were able to provide our staff members with well being sessions run by one of our Directors.

In terms staff changes, the Deputy Preschool Manager took on the role of manager after the October half term.

The relationship with the school grew stronger with more school transitions sessions able to happen, with both preschool children attending the school and teachers visiting the setting.

Public benefit

In all decision making the trustees have had due regard to the guidance published by the Charity Commission in relation to public benefit.

Achievements and performance

Significant activities and achievements against objectives

The preschool continued to fundraise in the year and been successful in receiving a grant and donation for an outside sensory den and cosy corner with book shelf for the benefit of the children.

Financial review

The preschool was principally funded by the Government. A before and after school club has generated additional income to ensure that the setting is able to operate sustainably. In 2023 income from fees and the clubs exceeded the government funding received.

Reserves policy

It is the policy of the that unrestricted funds which have not been designated for a specific use should be maintained at a level equivalent to between three and four month’s expenditure. The committee considers that reserves at this level will ensure that, in the event of a significant drop in funding, they will be able to continue the charity’s current activities while consideration is given to ways in which additional funds may be raised. This level of reserves has been maintained throughout the year.

YAXLEY AND MELLIS PRE-SCHOOL

COMMITTEE'S REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

Investment policy

The preschool has no investments.

Major risks

The committee have assessed the major risks to which the is exposed, and are satisfied that systems are in place to mitigate exposure to the major risks.

Structure, governance and management

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

The committee, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were:

Mrs S Partridge Mrs A Young (Resigned 10 May 2023) Mrs K Turner (Resigned 4 November 2024) Mrs Laura Hubble (Resigned 10 May 2023) Mrs A Hindmarch (Appointed 10 May 2023) Mrs C Bloomfield (Appointed 10 May 2023 and resigned 14 November 2023) Mrs C Bloomfield (Appointed 4 November 2024) Mrs J Pearce (Appointed 14 November 2023) Mrs H L Sinclair (Appointed 4 November 2024) Mrs Caitlin Bunn (Appointed 10 May 2023 and resigned 4 November 2024)

Mrs C Bunn was secretary and committee member from 10 May 2023 to 4 November 2024.

Recruitment and appointment of new trustees

The committee are all volunteers who give up their time to take on roles. The minimum members to maintain the preschool as per Ofsted guidelines is 5. At close of 2023 we have 7 committee members made up of 4 Directors 1 Secretary and 2 other committee members.

Induction and training of new trustees

The committee have no formal training or induction and roles are taken and learnt as the year progresses. We adhere to the Preschools 'suitable person' policy. We have in place the minimum of Chairperson, Secretary, Treasurer and Ofsted nominated person as well as one volunteer in order to continue as a preschool.

Decision making

All aspects of the preschool are discussed with the committee and decisions are all voted on to ensure the best outcome for the preschool. We hold regular Directors only meetings to discuss all aspects of the preschool, including strategy, staff wages, staffing levels and policies. The Chair person also has a series of 1:1 meetings with staff to ensure good information dissemination and support team working strategies.

YAXLEY AND MELLIS PRE-SCHOOL

COMMITTEE'S REPORT (INCLUDING DIRECTOR'S REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2023

The committee's report was approved by the Board of Committee.

Mrs C Bloomfield Trustee

19 December 2024

YAXLEY AND MELLIS PRE-SCHOOL

STATEMENT OF COMMITTEE'S RESPONSIBILITIES

FOR THE YEAR ENDED 31 DECEMBER 2023

The committee, who are also the directors of Yaxley And Mellis Pre-school for the purpose of company law, are responsible for preparing the Committee's Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the committee to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that year.

In preparing these financial statements, the committee are required to:

The committee are responsible for keeping adequate accounting records that disclose with reasonable accuracy at any time the financial position of the and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

YAXLEY AND MELLIS PRE-SCHOOL

To The Committee Of Yaxley And Mellis Pre-School

INDEPENDENT EXAMINER'S REPORT

I report to the committee on my examination of the financial statements of Yaxley And Mellis Pre-school (the ) for the year ended 31 December 2023.

Responsibilities and basis of report

As the committee of the (and also its directors for the purposes of company law), you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006.

Having satisfied myself that the financial statements of the are not required to be audited under Part 16 of the Companies Act 2006 and are eligible for independent examination, I report in respect of my examination of the ’s financial statements carried out under section 145 of the Charities Act 2011. In carrying out my examination I have followed the Directions given by the Charity Commission under section 145(5)(b) of the Charities Act 2011.

Independent examiner's statement

I have completed my examination. I confirm that no 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.

Wayne Goddard FCCA ACA CTA

T/as Newman & Co Chartered Accountants 4b Church Street Diss Norfolk IP22 4DD

Dated: 20 December 2024

YAXLEY AND MELLIS PRE-SCHOOL

STATEMENT OF FINANCIAL ACTIVITIES

INCLUDING INCOME AND EXPENDITURE ACCOUNT

FOR THE YEAR ENDED 31 DECEMBER 2023

Unrestricted
Restricted
funds
funds
2023
2023
Notes
£
£
Income from:
Donations and legacies
2
-
705
Charitable activities
3
96,251
900
Other trading activities
4
1,492
-
Total income
97,743
1,605
Expenditure on:
Charitable activities
5
108,397
6,312
Total expenditure
108,397
6,312
Net expenditure and movement
in funds
(10,654)
(4,707)
Reconciliation of funds:
Fund balances at 1 January 2023
63,137
268,270
Fund balances at 31 December
2023
52,483
263,563
Total
Unrestricted
Restricted
funds
funds
2023
2022
2022
£
£
£
705
-
-
97,151
112,125
-
1,492
2,034
-
99,348
114,159
-
114,709
115,780
-
114,709
115,780
-
(15,361)
(1,621)
-
331,407
64,758
268,270
316,046
63,137
268,270
Total
2022
£
-
112,125
2,034
114,159
115,780
115,780
(1,621)
333,028
331,407

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

YAXLEY AND MELLIS PRE-SCHOOL

BALANCE SHEET

AS AT 31 DECEMBER 2023

Notes
Fixed assets
Tangible assets
11
Current assets
Debtors
12
Cash at bank and in hand
Creditors: amounts falling due within one
year
13
Net current assets
Total assets less current liabilities
The funds of the
Restricted income funds
14
Unrestricted funds
15
2023
£
3,509
49,777
53,286
(186)
£
262,946
53,100
316,046
263,563
52,483
316,046
2022
£
8,721
53,763
62,484
(192)
£
269,115
62,292
331,407
268,270
63,137
331,407

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 December 2023.

The director acknowledges his responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the committee on 19 December 2024

Mrs C Bloomfield

Trustee

Company registration number 06772134 (England and Wales)

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2023

1 Accounting policies

Charity information

Yaxley And Mellis Pre-school is a private company limited by guarantee incorporated in England and Wales. The registered office is Mellis Cevcp School, Yaxley Road, Mellis, Eye, Suffolk, IP23 8DY.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's deed of trust, the Companies Act 2006 and “Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)” (as amended for accounting periods commencing from 1 January 2016). The is a Public Benefit Entity as defined by FRS 102.

The has taken advantage of the provisions in the SORP for charities applying FRS 102 Update Bulletin 1 not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling, which is the functional currency of the . Monetary amounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the committee have a reasonable expectation that the pre-school has adequate resources to continue in operational existence for the foreseeable future. Thus the committee continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the committee in furtherance of their charitable objectives.

Restricted funds are subject to specific conditions by donors or grantors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the .

1.4 Income

Income is recognised when the is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

Legacies are recognised on receipt or otherwise if the has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

1.5 Expenditure

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost relating to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

1 Accounting policies

(Continued)

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Freehold land and buildings 2% on cost Fixtures, fittings and equipment 25% on cost

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities.

1.7 Impairment of fixed assets

At each reporting end date, the reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any).

1.8 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.9 Financial instruments

The has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the 's balance sheet when the becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future payments discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the ’s contractual obligations expire or are discharged or cancelled.

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

1 Accounting policies

(Continued)

1.10 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

2 Income from donations and legacies

Restricted Restricted
funds funds
2023 2022
£ £
Donations and gifts 705 -
3 Income from charitable activities
Funds Funds
2023 2022
£ £
Fees including out of hours clubs 63,561 53,832
Clubs and activities 204 811
Funding 33,386 57,482
97,151 112,125
Analysis by fund
Unrestricted funds 96,251 112,125
Restricted funds 900 -
97,151 112,125

4 Income from other trading activities

Unrestricted Unrestricted
funds funds
2023 2022
£ £
Fundraising events 1,492 2,034

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

5
Pre-school
Expenditure
Restricted
fund
2023
2023
£
£
Depreciation and impairment
337
5,832
Wages
86,157
-
Pensions
2,393
-
Clubs & activities
996
-
89,883
5,832
Share of support costs (see note 6)
18,994
-
108,877
5,832
Analysis by fund
Unrestricted funds - general
108,397
-
Restricted funds
480
5,832
108,877
5,832
For the year ended 31 December 2022
Unrestricted funds - general
115,780
-
6
Support costs allocated to activities
Sundry expenses
General running & maintenance
Equipment & materials
Training & courses
Analysed between:
Charitable activities
7
Net movement in funds
The net movement in funds is stated after charging/(crediting):
Fees payable for the independent examination of the charity's financial statements
Depreciation of owned tangible fixed assets
Charitable activities
Total
2023
Pre-school
Expenditure
2022
£
£
6,169
6,295
86,157
88,729
2,393
2,967
996
920
95,715
98,911
18,994
16,869
114,709
115,780
108,397
115,780
6,312
-
114,709
115,780
2023
2022
£
£
400
440
11,745
9,333
5,919
6,836
930
260
18,994
16,869
18,994
16,869
2023
2022
£
£
-
-
6,169
6,295
Charitable activities
Total
2023
Pre-school
Expenditure
2022
£
£
6,169
6,295
86,157
88,729
2,393
2,967
996
920
95,715
98,911
18,994
16,869
114,709
115,780
108,397
115,780
6,312
-
114,709
115,780
2023
2022
£
£
400
440
11,745
9,333
5,919
6,836
930
260
18,994
16,869
18,994
16,869
2023
2022
£
£
-
-
6,169
6,295
98,911
16,869
115,780
115,780
-
115,780
2022
£
440
9,333
6,836
260
16,869
16,869
2022
£
-
6,295

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

8 Committee

None of the committee (or any persons connected with them) received any remuneration or benefits from the during the year.

9 Employees

The average monthly number of employees during the year was:

2023 2022
Number Number
7 7

There were no employees whose annual remuneration was more than £60,000.

10 Taxation

The charity is exempt from taxation on its activities because all its income is applied for charitable purposes.

11 Tangible fixed assets

11
Tangible fixed assets
Freehold land
and buildings
Fixtures, fittings
and equipment
£
£
Cost
At 1 January 2023
291,598
20,537
At 31 December 2023
291,598
20,537
Depreciation and impairment
At 1 January 2023
23,328
19,692
Depreciation charged in the year
5,832
337
At 31 December 2023
29,160
20,029
Carrying amount
At 31 December 2023
262,438
508
At 31 December 2022
268,270
845
12
Debtors
2023
Amounts falling due within one year:
£
Trade debtors
3,509
Total
£
312,135
312,135
43,020
6,169
49,189
262,946
269,115
2022
£
8,721

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

13 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2023 2022
£ £
Trade creditors 186 192

14 Restricted funds

The restricted funds of the charity comprise the unexpended balances of donations and grants held on trust subject to specific conditions by donors as to how they may be used.

At 1 January Incoming Resources
At 31 December

At 31 December
2023 resources expended 2023
£ £ £ £
Restricted Funds 268,270 1,605 (6,312) 263,563
Previous year: At 1 January Incoming Resources
At 31 December
2022 resources expended 2022
£ £ £ £
Restricted Funds 274,102 - (5,832) 268,270

15 Unrestricted funds

The unrestricted funds of the charity comprise the unexpended balances of donations and grants which are not subject to specific conditions by donors and grantors as to how they may be used. These include designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes.

At 1 January Incoming Resources
At 31 December

At 31 December
2023 resources expended 2023
£ £ £ £
General funds 63,137 97,743 (108,397) 52,483
Previous year: At 1 January Incoming Resources
At 31 December
2022 resources expended 2022
£ £ £ £
General funds 64,758 114,159 (115,780) 63,137

YAXLEY AND MELLIS PRE-SCHOOL

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2023

16 Analysis of net assets between funds

Unrestricted
Restricted
funds
funds
2023
2023
£
£
At 31 December 2023:
Tangible assets
508
262,438
Current assets/(liabilities)
51,495
1,605
52,003
264,043
Per balance sheet
52,483
263,563
Balance to allocate
480
(480)
Unrestricted
Restricted
funds
funds
2022
2022
£
£
At 31 December 2022:
Tangible assets
845
268,270
Current assets/(liabilities)
62,292
-
63,137
268,270
Total
2023
£
262,946
53,100
316,046
316,046
-
Total
2022
£
269,115
62,292
331,407

17 Related party transactions

There were no disclosable related party transactions during the year (2022 - none).