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2025-08-31-accounts

Charity no. 1146532

Our Lady of Lourdes Pre-School Report and Financial Statements 31 August 2025

Our Lady of Lourdes Pre-School

Contents

For the year ended 31 August 2025
Page
Reference and administrative details 1
Report of the trustees 2
Independent examiners report 4
Statement of financial activities 5
Balance sheet 6
Statement of cash flows 7
Notes to the financial statements 8

Our Lady of Lourdes Pre-School

Reference and administrative details

For theyear ended 31 August 2025
Charity number 1146532
Operational 2 Court Road
address Kingswood
Bristol
BS15 9QB
Trustees Vicky Robbins Chair
Ebony Coleman Treasurer
Stacey Keal
Amy Weston
Lee Weston
Chloe Chan
Accountant Stepping Stones Accountancy Limited
7c Hanham Hall
Whittucks Road
Hanham
Bristol
BS15 3FR

1

Our Lady of Lourdes Pre-School

Report of the trustees

For the year ended 31 August 2025

Reference and administrative information set out on page 1 forms part of this report. The financial statements comply with current statutory requirements, the Memorandum and Articles of Association and the Statement of Recommended Practice - Accounting and Reporting by Charities (effective from January 2015).

Governing document

Our Governing Document is the Pre-School Learning Alliance Pre-School Constitution 2012 (Standard Version).

Objectives and Activities

The Object of the Pre-School is to provide an educational experience for the children in the community between ages of two and five. We seek to provide a structured, educational environment, that develops the children's behaviour and social skills, encouraging their physical, academic and emotional development through the Early Years Foundation Stage, thereby preparing the children for their transition to school.

In setting our objectives and planning our activities trustees have given careful consideration to the Charity Commission’s public benefit guidance.

Trustee Selection

Our Trustees are selected at the Annual General meeting or at a general committee meeting if necessary during the year by the membership of the Pre-school. When selected, all members are checked by the Disclosure and Barring Service.

Organisation Structure

The Pre-School Manager and Deputy run the Pre-School on a day-to-day basis. They are responsible for the rest of the staff and work closely with the committee members to ensure that the setting is meeting the needs of the children and their families.

Decision Making Process

All decisions with regard to the Pre-School are made by the committee with all major decision stated in the committee meeting minutes.

Achievements and Performance

On behalf of the Trustees, thanks to all the parents and other cares who support Pre-School, by bringing your children regularly and thus confirming your positive attitude to learning and new experiences and also equally importantly through your continued support of the various 'Fundraising Activities' held during the year.

The Pre-School has continued to run successfully with high attendance and new children joining as soon as openings arise - this is clearly a reflection on the perceived capabilities of the individual staff and Pre-School as whole.

2

Our Lady of Lourdes Pre-School

Report of the trustees

For the year ended 31 August 2025

Statement of responsibilities of the trustees

The trustees are required to prepare financial statements for each financial year, which give a true and fair view of the state of affairs of the charity and the incoming resources and application of resources, including the net income or expenditure, of the charity for the year. In preparing those financial statements the trustees are required to:

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

The trustees confirm that to the best of their knowledge there is no information relevant to the audit of which the auditors are unaware. The trustees also confirm that they have taken all necessary steps to ensure that they themselves are aware of all relevant audit information and that this information has been communicated to the auditors.

Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The trustees are members of the charity but this entitles them only to voting rights. The trustees have no beneficial interest in the charity.

Approved by the trustees on 10 November 2025 and signed on their behalf by

Vicky Robbins - Chair

3

Independent examiners report

To the members of

Our Lady of Lourdes Pre-School

I report to the charity trustees on my examination of the accounts of the company for the year ended 31st August 2025.

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”).

Having satisfied myself that the accounts of the company are not required to be audited under part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of your company's accounts as carried out under section 145 of the Charities Act 2011 ("the 2011 Act"). In carrying out my examination I have followed the directions given by the Charity Commission under section 145 (5) (b) of the 2011 Act.

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:

  1. accounting records were not kept in respect of the company as required by section 386 of the 2006 Act; or

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

  3. the accounts do not comply with the accounting requirements of section 396 of the 2006 Act 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; or

  4. the accounts have not been prepared in accordance with the methods and principle of the Statement of Recommended Practice for accounting and reporting by charities.

I have no concerns and have come across no other matters in connection with the examination to which should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Nathan Brady Stepping Stones Accountancy Ltd 7C Hanham Hall Whittucks Road Hanham Bristol BS15 3FR

10 November 2025

4

Our Lady of Lourdes Pre-School

Statement of financial activities (incorporating an income and expenditure account)

For the year ended 31 August 2025

Note
Income from:
Charitable activities
3
Investments
4
Total income
Expenditure on:
Charitable activities
Total expenditure
5
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
Net income / (expenditure)
and net movement in funds
Unrestricted
£
104,339
266
104,605
123,589
123,589
(18,984)
53,883
34,899
2025
Total
£
104,339
266
104,605
123,589
123,589
(18,984)
53,883
34,899
2024
Total
£
127,090
234
127,324
100,071
100,071
27,253
26,630
53,883

All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in Note 12 to the accounts.

5

Our Lady of Lourdes Pre-School

Balance sheet

As at 31 August 2025

----- Start of picture text -----
2025 2024
Note £ £ £
Fixed assets
Tangible fixed assets 8 268 486
268 486
Current assets
Debtors 9 2,381 3,340
Cash at bank and in hand 33,042 50,813
35,423 54,153
Liabilities
Creditors: amounts falling due within 1 year 10 792 756
Net current assets 34,631 53,397
Net assets 11 34,899 53,883
Funds 12
Unrestricted funds:
General funds 34,899 53,883
Total charity funds 34,899 53,883
----- End of picture text -----

Approved by the trustees on 10 November 2025 and signed on their behalf by

Vicky Robbins - Chair

6

Our Lady of Lourdes Pre-School

Statement of cash flows

For the year ended 31 August 2025

----- Start of picture text -----
2025 2024
Note £ £
Cash used in operating activities:
Net cash provided by / (used in) operating activities 13 (18,037) 26,514
Cash flows from investing activities:
Dividends, interest and rents from investments 266 234
-
Purchase of tangible fixed assets (499)
Net cash provided by / (used in) investing activities 266 (265)
Increase / (decrease) in cash and cash equivalents in the year (17,771) 26,249
Cash and cash equivalents at the beginning of the year 50,813 24,564
Cash and cash equivalents at the end of the year 33,042 50,813
----- End of picture text -----

7

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

1. Accounting policies

a) Basis of preparation

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities in preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015) - (Charities SORP (FRS 102)), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Companies Act 2006.

Our Lady of Lourdes Pre-School meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

b) Going concern basis of accounting

The accounts have been prepared on the assumption that the charity is able to continue as a going concern, which the trustees consider appropriate having considered the charity's ability to generate its own income over the next twelve months.

c) Income

Income is recognised when the charity has entitlement to the funds, any performance conditions attached to the item(s) of income have been met, it is probable that the income will be received and the amount can be measured reliably.

Voluntary income is received by way of donations and gifts and is included in full in the Statement of Financial Activities when receivable. Gifts donated for resale are included as income when they are sold. Donated assets are included at the value to the charity where this can be quantified and a third party is bearing the cost. In line with the SORP FRS102, the value of services provided by volunteers has not been included.

d) Donated services and facilities

Donated professional services and donated facilities are recognised as income when the charity has control over the item, any conditions associated with the donated item have been met, the receipt of economic benefit from the use by the charity of the item is probable and the economic benefit can be measured reliably. In accordance with the Charities SORP (FRS 102), general volunteer time is not recognised.

On receipt, donated professional services and donated facilities are recognised on the basis of the value of the gift to the charity which is the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market; a corresponding amount is then recognised in expenditure in the period of receipt.

e) Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity: this is normally upon notification of the interest paid or payable by the

8

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

f) Funds accounting

Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity's work or for specific projects being undertaken by the charity.

g) Expenditure

Expenditure is recognised once there is a legal or constructive obligation to make a payment to a third party, it is probable that settlement will be required and the amount of the obligation can be measured reliably.

h) Cash at bank and in hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

i) Financial instruments

The trust only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently recognised at amortised cost using the effective interest method.

9

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

2. Prior period comparatives: statement of financial activities

Income from:
Charitable activities
Investments
Total income
Expenditure on:
Charitable activities
Total expenditure
Net income / (expenditure)
Transfers between funds
Net movement in funds
Income from charitable activities
Event income
Fees
Total income from charitable activities
Lunches
Uniform
Other
£
102,585
1,134
412
144
64
104,339
Unrestricted
£
127,090
234
127,324
100,071
100,071
27,253
-
27,253
2025
Total
£
102,585
1,134
412
144
64
104,339
Unrestricted
2024
Total
£
127,090
234
127,324
100,071
100,071
27,253
-
27,253
2024
Total
£
126,030
590
96
223
151
127,090

3. Income from charitable activities

10

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

4. Investment income

Bank interest
Total investment income
£
266
266
Unrestricted
2025
Total
£
266
266
2024
Total
£
234
234

5. Expenditure

Raising
funds
£
-
Establishment costs
-
Property maintenance
-
Consumables & Catering
-
Equipment & Toys
-
Events & trips
-
-
Training
-
Uniforms
-
Insurance
-
-
Fundraising costs
-
-
-
Advertising
-
-
-
Other costs
Bank charges
Total expenditure
Staff costs
Office expenses
Legal & professional
Depreciation
Charitable
activities
£
88,017
11,357
2,370
6,926
2,196
1,125
2,468
732
137
1,523
4,009
27
218
37
225
2,222
123,589
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Support and
governance
costs
2025 Total
£
88,017
11,357
2,370
6,926
2,196
1,125
2,468
732
137
1,523
4,009
27
218
37
225
2,222
123,589
2024 Total
£
75,397
11,357
191
1,633
1,141
330
2,730
386
489
1,381
3,743
9
208
174
-
902
100,071

11

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

6. Staff costs and numbers

Staff costs were as follows:

2025
£
Salaries and wages
85,879
Social security costs
451
Pension costs
1,687
88,017
No employee earned more than £60,000 during the year (2024: none).
2025
No.
Average number of employees
5
2024
£
74,138
-
1,259
75,397
2024
No.
5

None of the trustees have been paid any remuneration or received any other benefits from an employment with the charity or a related entity. No trustee expenses have been incurred during the period.

7. Taxation

The charity is exempt from corporation tax as all its income is charitable and is applied for charitable purposes.

12

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

8. Tangible fixed assets

Cost
At 1 September 2024
Additions in year
Disposals at cost
At 31 August 2025
Depreciation
At 1 September 2024
Charge for the year
Eliminated on disposal for the year
At 31 August 2025
Net book value
At 31 August 2025
At 31 August 2024
9.
Debtors
Trade debtors
10. Creditors: amounts due within 1 year
Accruals
Equipment
£
1,471
-
-
1,471
985
218
-
1,203
268
486
Motor
vehicles
£
-
-
-
-
-
-
-
-
-
-
2025
£
2,381
2,381
2025
£
792
792
Total
£
1,471
-
-
1,471
985
218
-
1,203
268
486
2024
£
3,340
3,340
2024
£
756
756

13

Our Lady of Lourdes Pre-School

Notes to the financial statements

For the year ended 31 August 2025

11. Analysis of net assets between funds

Tangible fixed assets
Current assets
Current liabilities
Net assets at 31 August 2025
Movements in funds
At 1
September
2024
£
53,883
53,883
53,883
Total funds
General funds
Unrestricted funds
Total unrestricted
Income
£
104,605
104,605
104,605
£
(123,589)
(123,589)
(123,589)
Expenditure
Total
funds
£
£
268
268
35,423
35,423
(792)
(792)
34,899
34,899
£
£
-
34,899
-
34,899
-
34,899
At 31
August 2025
Unrestricted
funds
Transfers
between
funds

12. Movements in funds

13. Reconciliation of net movement in funds to net cash flow from operating activities

Net movement in funds
Adjustments for:
Depreciation charges
Dividends, interest and rents from investments
Decrease / (increase) in debtors
Increase / (decrease) in creditors
Net cash provided by / (used in) operating activities
2025
£
(18,984)
218
(266)
959
36
(18,037)
2024
£
27,253
208
(234)
706
(1,419)
26,514

14. Related party transactions

There were no related party transactions during the period.

14