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2025-03-31-accounts

LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

ACCOUNTS

Year ended 31[st] March 2025

Charity Number 1129694

LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

CONTENTS PAGE
Legal and Administrative Information 2
Trustees annual report 3 to 6
7
Statement of financial activities 8
Balance sheet 9
Notes to the Accounts 10 to 15

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

Legal and administrative information

YEAR ENDED 31 MARCH 2025

Status

Lawrence Weston Out Of School Activities is a registered charity governed by its Constitution. Charity number: 1129694.

Trustees

Karlie Phillips Joint Chair Christopher Grahame Joint Chair Moraid Warren Treasurer Christine Walkett Trustee Annemarie Hoskins Trustee Hannah Lenik Trustee Lucy Greening Trustee

Registered Office

The Rock Community Centre Ridingleaze Lawrence Weston Bristol BS11 0QF

Independent Examiners

Joanne Trowbridge MAAT Bristol Community Accountants CIC The Park, Daventry Road, Knowle Bristol BS4 1DQ

Bankers

National Westminster Bank PO Box 227 3 Parade High Street Shirehampton Bristol BS99 5AS

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

TRUSTEES REPORT

YEAR ENDED 31 MARCH 2025

The Trustees present their report and the unaudited financial statements of the charity for the year ended 31 March 2025.

The charity in accordance with the accounting policies set out in notes to the accounts and comply with the charity 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).

Structure, Governance and Management

Organisation

The Trustees are appointed or re-appointed annually at the AGM.

Public Benefit

The Trustees have complied with their duty under Section 17 of the Charities Act 2011 to have due regard to public benefit guidance published by the Charity Commission and this is reflected in the objectives below.

The Charity is also registered with Ofsted and all staff and volunteers undertake full DBS checks and Paediatric First Aid training.

Summary of the objectives and main activities undertaken for the public benefit

Summary of main achievements of the Charity during the year

A Look Back at the Year

plenty to be proud of.

The addition of new trustees was positive, to increase the range of knowledge and expertise to support the direction going forward.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

TRUSTEES REPORT

YEAR ENDED 31 MARCH 2025

Events like the Summer Fayre were a real highlight, raising funds and building relationships. With staff -based fundraising and parent engagement sessions in the coming year.

Playschemes & Holiday Clubs

Our after school club and holiday clubs have continued to thrive. We delivered positive and popular programmes throughout the year, with children enjoying a wide range of activities and trips.

Holiday club saw the introduction of hot meals being provided, which has proved extremely popular with the children and families, with hundreds of meals being served. We also introduced dedicated playscheme packs to help planning run more smoothly, and trialled new ideas such as sensory areas, continuous provision and better equipment rotation. These changes came directly out of the summer review where we learned that younger children loved the activities, but older ones wanted more variety so involving them more in future planning will be key.

This gave the children the opportunities to play with the new toys and equipment which had been purchased through the external funding secured from grant applications.

Staffing & Training

Staffing has had its ups and downs we saw several bank and permanent staff leave, but we recruited new members successfully and continued to invest in qualifications. This included first-aid courses, mandatory training charts, and opportunities for Level 2 and Level 3 apprenticeships, with trustees agreeing to funding top-ups where needed.

There has been some changes in staff, however they have all worked together to support each other and ensure the children receive the best care and opportunities.

Molly the Operations Manager, went on maternity leave and this gave opportunities for a couple of existing staff to step up their responsibilities and take on new roles and they both did this in a very positive and enthusiastic way.

The online training programme has been a positive addition for both staff to participate in required training courses but also give them the opportunity to continue to develop themselves with the range of training available.

The system has also made the monitoring of staff training easier, with it all being online. Staff feedback was positive and showed growing confidence with the new systems and working together.

Finances & Funding

management and successful grant applications, including BYCA funding, Foyle Foundation contributions, and Holiday Hub (HAF) payments.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

TRUSTEES REPORT

YEAR ENDED 31 MARCH 2025

The main sources of funding this year has been Nisbets Catering Company, which directly supports the Operations Manager role, this key position is vital to the day to day management of the club and staffing. Successful funding applications from Quartet Foundation, BAND and HAF has enabled holiday club to offer free spaces to those children most in need. This is a vital part of the services offered from the trust and something everyone is most proud of.

We also moved £30k into reserves mid-year to grow interest and strengthen our long-term position. Fees and ongoing costs were discussed throughout the year, with the emerging increase in National Insurance costs causing concerns going forward. However the trustees were positive in their approach to increase fees by a minimal level to help cover costs, whilst also remaining affordable.

We would like to thank those local organisations who continue to support us financially, their support plays a key role in enabling the ongoing delivery of high quality childcare opportunities to those local families who need it most.

Branding, Engagement & Communication

A big step forward this year was updating our branding, selecting a new logo, and modernising how we present ourselves. We refreshed the Facebook page with a clearer name. Moving forward, more regular updates are needed to share the exciting and interesting activities that take place.

We also began discussions about an improved website, with plans for clearer communication, improved booking pathways, and better digital security.

This work needs to continue into next year to ensure all files are kept in a secure place with access to those who require it and reduce reliance on individuals.

Venues & Wraparound Care

Venue discussions were a recurring theme. We explored alternatives to The Rock, the new Lawrence Weston Centre, and considered storage, safety and outdoor play needs. It was agreed that for now, staying put is the practical choice, although trustees remain open to future opportunities should they arise.

On wraparound care, we engaged with several local schools in light of government expectations, with some promising conversations though progress has been slow and depends heavily on responses from schools and funding routes.

This is an area for opportunity going forward, however communication from schools can be challenging.

Looking to the Future

Strengthening Staff Development

mandatory vs desirable, repayment terms, appraisal follow-up, and better monitoring through Breathe HR. A full training framework is planned for the year ahead.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

TRUSTEES REPORT

YEAR ENDED 31 MARCH 2025

Holiday Club Improvements

Holiday clubs will continue to evolve, with:

Finances & Sustainability

Our focus next year includes:

Digital & Communication Improvements

We will:

Venues & Capacity

Venue decisions will stay on the watchlist, especially as numbers at both Shirehampton and The Rock numbers grow We'll also continue nurturing relationships with schools to ensure we’re part of wraparound-care planning.

Final Thoughts

committed through ever-changing demands, and most importantly children across Lawrence Weston and Shirehampton have had safe, fun, enriching childcare.

Thank you to everyone who has given their time, energy and enthusiasm.

Approved by the trustees and signed on their behalf by:

Chairperson 1D Y-) ee Trustee 21/1/2026

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

YEAR ENDED 31 MARCH 2025

I report on the accounts of the Charity for the Year ended 31st March 2025 which are set out on pages 8-15.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’). | 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.

I have completed my examination. I 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:

  1. accounting records were not kept in respect of the Trust as required by section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do 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.

Joanne Trowbridge MAAT

Date ..............................................

Bristol Community Accountants CIC The Park Daventry Road, Knowle Bristol BS4 1DQ

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

STATEMENT OF FINANCIAL ACTIVITIES (including Income and Expenditure Account)

YEAR ENDED 31 MARCH 2025

----- Start of picture text -----
Unrestricted Restricted Total Funds Total Funds
Funds Funds 2025 2024
£ £ £ £
Income and Endowments from:
Donations and legacies 3 8,031 48,491 56,522 33,910
Charitable activities 4 92,642 - 92,642 89,175
Investment income 5 772 - 772 600
Total Income 101,445 48,491 149,936 123,685
Expenditure On:
Charitable activities 7 75,712 54,481 130,193 117,204
Other 8 5,197 - 5,197 4,295
Total expenditure 80,909 54,481 135,390 121,499
Net income/(expenditure) 20,536 (5,990) 14,546 2,186
Total funds brought forward 53,572 21,945 75,517 73,331
Gross transfers between funds (4,416) 4,416 - -
Total funds Carried Forward 14 69,692 20,371 90,063 75,517
----- End of picture text -----

The charity has no recognised gains or losses other than the results for the year as set out above.

All of the activities of the charity are classed as continuing

The notes on pages 10 to 15 form part of these financial statements

As required by paragraph 4.67 of the SORP, the brought forward and carried forward funds above have been agreed to the Balance Sheet.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

BALANCE SHEET

YEAR ENDED 31 MARCH 2025

Note
Current assets
Debtors
12
Cash at bank
Cash in hand
2025
£
3,314
88,675
25
£ 2024
£
-
77,366
25
Creditors : Amounts falling
due within one year
13
92,014
(1,951)
77,391
(1,874)
Net current assets or liabilities 90,063 75,517
Total net assets or liabilities 90,063 75,517
The Funds of the Charity
Restricted funds
14
Unrestricted funds
14
Designated funds
14
20,371
39,692
30,000
21,945
23,572
30,000
90,063 75,517

on their behalf by: LapeSigned by: C7EDAOCSESS4CF... Karlie Phillips

----- Start of picture text -----
Moraid Warren
----- End of picture text -----

The notes on pages 10 to 15 form part of these financial statements

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

1 Basis of Preparation

The financial statements have been prepared in accordance with the Statement of Recommended Practice: Accounting and Reporting by Charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective from 1 January 2019) - (Charities SORP(FRS 102)) and with the Charities Act 2011.

2 Accounting Policies

i) When donors specify that donations given to the charity must be used in future accounting periods, the income is deferred until those periods.

ii) When donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the pre-conditions have been met.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

Income and Endowments From:

3 Donations and Legacies

Donations & Grants
Donations and Legacies
Donations & Grants
4
Charitable Activities
Fees
Unrestricted
Funds
£
8,031
8,031
Unrestricted
Funds
£
500
500
Unrestricted
Funds
£
92,642
92,642
Restricted
Funds
£
48,491
48,491
Restricted
Funds
£
33,410
33,410
Restricted
Funds
£
-
-
Total Funds
2025
£
56,522
56,522
Total Funds
2024
£
33,910
33,910
Total Funds
2025
£
92,642
92,642
Total Funds
2024
£
33,910
33,910
Total Funds
2024
£
89,175
89,175

Charitable Activities prior year - all unrestricted

5 Investment Income

Bank Interest Unrestricted
Funds
£
772
772
Restricted
Funds
£
-
-
Total Funds
2025
£
772
772
Total Funds
2024
£
600
600

Investment Income prior year - all unrestricted

6 Government Grants

The charity receives government grants, defined as funding from Bristol City Council to fund charitable activities. The total value of such grants in the period ending 31 March 2025 was £28,891 (2024: £22,410). There are no unfulfilled conditions or contingencies attaching to these grants in the year ended 31 March 2025.

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

Expenditure on:

7 Charitable Activities

Salaries
Transport and activities
Refreshments
Equipment & Materials
Postage/Stationery/Printing
Ofsted
Telephone & Internet
Miscellaneous
Bank Charges
Rent
Training
Recruitment
Payroll
Charitable Activities prior year
Salaries
Transport and activities
Refreshments
Equipment & Materials
Postage/Stationery/Printing
Ofsted
Telephone & Internet
Miscellaneous
Bank Charges
Training
Recruitment
Payroll
Unrestricted
Funds
£
70,966
587
291
12
286
440
1,688
548
104
-
563
15
212
75,712
Unrestricted
Funds
£
71,807
10
1,841
423
314
440
1,688
346
103
2,555
1,372
686
81,585
Restricted
Funds
£
37,484
6,021
4,811
1,360
92
-
80
133
-
4,500
-
-
-
54,481
Restricted
Funds
£
22,079
4,495
1,572
2,465
6
-
-
2
-
-
-
-
35,619
Total Funds
2025
£
108,450
6,608
5,102
1,372
378
440
1,768
681
104
4,500
563
15
212
130,193
Total Funds
2024
£
93,886
4,505
3,413
2,888
320
440
1,688
348
103
2,555
1,372
686
117,204
Total Funds
2024
£
93,886
4,505
3,413
2,888
320
440
1,688
348
103
5,000
2,555
1,372
686
117,204

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

8 Other

Independent Examination
Insurance
Professional Fees
Membership fees
Other prior year - all unrestricted
9
Net incoming resources for the year
This is stated after charging:
Independent Examiners Fee
10
Staff costs and numbers
The aggregate payroll costs were:
Wages and salaries
Social security costs
Less:
Employment allowance
SMP reclaim
Pension
Unrestricted
Funds
£
989
1,025
448
2,735
5,197
Restricted
Funds
£
-
-
-
-
-
Total Funds
2025
£
989
1,025
448
2,735
5,197
2025
£
989
2025
£
111,293
3,539
(3,539)
(3,932)
1,089
108,450
Total Funds
2024
£
899
1,701
996
699
4,295
2024
£
899
2024
£
93,193
2,351
(2,351)
-
693
93,886

No employee received emoluments of more than £60,000.

The average monthly head count was 21 staff (2024: 17 staff)

11 Trustee reimbursement

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2024: £nil) One trustees was reimbursed expenses during the year £411 (2024: £2,710). No charity trustee received payment for professional or other services supplied to the charity (2024: £nil).

The key management personnel of the charity are the board of trustees. The total benefits of key management personnel, during the year, total £Nil (2024: £Nil).

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

12
13
14
Debtors
SMP Reclaim held with HMRC
Creditors: amounts falling due within one year
Accruals:
Holiday pay
Independent Examination
Analysis of charitable funds
Restricted funds
Nisbets Trust
John James Foundation
Co-op Local Community Fund
Quartet
Bristol City Council
Ambition Lawrence Weston
Unrestricted funds
General funds
Designated funds
Total funds
At
01-Apr
2024
£
7,553
1,520
249
5,366
7,097
160
21,945
23,572
30,000
75,517
Incoming
resources
£
11,000
-
-
8,600
28,891
-
48,491
101,445
-
149,936
2025
£
3,314
3,314
2025
£
962
989
1,951
Outgoing
resources
£
(14,000)
(226)
(249)
(12,894)
(26,952)
(160)
(54,481)
(80,909)
-
(135,390)
2024
£
-
-
2024
£
975
899
1,874
Transfers
£
-
-
-
4,529
(113)
-
4,416
(4,416)
-
-
At
31-Mar
2025
£
4,553
1,294
-
5,601
8,923
-
20,371
39,692
30,000
90,063

Transfer between funds

Contribution from unrestricted funds towards project costs

Purpose of restricted funds

Nisbets Trust John James Foundation Co-op Local Community Fund Quartet Bristol City Council Ambition Lawrence Weston

Operations Manager Role Play equipment renewal Playscheme trips and activities Rent and resilience Fund for digital admin Holiday Hub provision and kitchen equipment Big Local Fund for food/snacks

Purpose of designated funds

Funds ring fenced to cover potential statutory liabilities such as redundancy costs and 3 months salary costs in the event of closure

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LAWRENCE WESTON OUT OF SCHOOL ACTIVITIES

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 31 MARCH 2025

15 Analysis of net assets between funds

Cash at Bank and In Hand
Other Net Current Assets/Liabilities
Total
General
Funds
£
41,643
1,363
43,006
Designated
Funds
£
30,000
-
30,000
Restricted
Funds
£
20,371
-
20,371
Total
Funds
£
92,014
1,363
93,377

16 Analysis of charitable funds - previous year, as required by paragraph 4.2. of the SORP

Income and Endowments from:
Donations and legacies
Charitable activities
Investment income
Total
Expenditure On:
Charitable activities
Other
Total
Net incoming resources
Net movement in funds
Total funds brought forward
Total funds carried forward
Unrestricted
Funds
£
500
89,175
600
90,275
81,585
3,936
85,521
4,754
4,754
49,257
54,011
Restricted
Funds
£
33,410
33,410
35,619
359
35,978
(2,568)
(2,568)
24,074
21,506
Total Funds
2024
£
33,910
89,175
600
123,685
117,204
4,295
121,499
2,186
2,186
73,331
75,517
TRUE

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