OpenCharities

This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator.

2022-03-31-accounts

REGISTERED COMPANY NUMBER: 07701949 (England and Wales) REGISTERED CHARITY NUMBER: 1147723

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 March 2022

for

Cowling Pre-School and Toddlers

Lindley Adams Limited Chartered Accountants 28 Prescott Street

Halifax West Yorkshire HX1 2LG

Cowling Pre-School and Toddlers

Contents of the Financial Statements for the Year Ended 31 March 2022

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 13
Detailed Statement of Financial Activities 14

Cowling Pre-School and Toddlers

Report of the Trustees for the Year Ended 31 March 2022

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 March 2022. The trustees have adopted the provisions of 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) (effective 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

The objectives of the Pre-school are to enhance the development and education of children primarily under statutory school age by encouraging parents to understand and provide for the needs of their children through community groups and by:

Significant activities

The charity comprises of two sections: Cowling Preschool and Cowling Toddlers. Preschool is managed by paid staff and is daily (during term times). Toddlers is run by volunteers and is held on a weekly basis.

Public benefit

We provide local, affordable childcare for preschool children in a small village, as well as a weekly meeting point for potentially isolated parents/guardians and their preschool children. There are no other day nurseries in the village and we are a vital resource for many families both in the village and its outlying areas.

Preschool can take children from the age of two years and offers 10 sessions each week (9 -12noon, 12 noon - 3pm, Monday to Friday). Toddler group is for any child from newborn to 5yrs.

We also foster strong links with the local primary school, through the support of a 'transition to school' group held at the local school.

In respect of the above the trustees have had regard to the charity commission guidance on public benefit.

ACHIEVEMENT AND PERFORMANCE Charitable activities

Over the last academic year, the preschool was able to organise a number of activities, including scarecrow and easter trails which provided enjoyment for the local community. Some of the previously raised funds have been utilised to help fund special activities for the children , such as the annual " leavers ceremony", as well as taking day trips to broaden the children's development. Previously gained funding grants have also allowed physical education specialists to provide frequent classes for the children.

Page 1

Cowling Pre-School and Toddlers

Report of the Trustees for the Year Ended 31 March 2022

FINANCIAL REVIEW

Financial position

During the year expenditure has exceeded income by £4,898 (2021 £6,419).

Income from NYCC funding has increased from £61,356 to £66,485, and fees have increased from £13,059 to £23,631 largely due to a period of recovery following the worst of the Coronavirus pandemic and lockdowns. Miscellaneous income of £1,317 relates to the sale of uniforms and monies collected from parents for trips.Last year there were also grants of £6208 received from the government furloughing of staff scheme and £57 from photography commission. The total funds of the charity have decreased from £75,051 to £70,153.

Free reserves at 31 March 2022 were £62,554 (2021 £64,984).

During 2020 the charity received a grant of £9,900 from the National Lottery specifically for the following activities : Community revitalize for adults and preschool children. During that year, £3,141 of the grant has been spent leaving a balance of £6,759 at that year end .During 2021 a further £330 of the grant was spent leaving a balance at that year end of £6,429 This year a further £1,962 of the grant has been spent leaving a balance of £4,467. This has been treated as a restricted fund.

During the year there has been expenditure on fixed assets of £358 for some storage units (2021 £nil). The trustees have established a level of reserves (that is those funds that are freely available) that the charity should have. The reserves are required to operate and meet the charity's objectives and enable the charity to continue as a going concern..

The principal sources of funding for the charity is from attendance fees and government contributions towards attendance fees .

Going concern

The trustees have considered the position regarding going concern . The charity has continued to receive early years funding from NYCC and parent fees are looking at other sources of income. .The trustees have looked at forecasts and are satisfied that the charity has adequate resources to continue to operate for the foreseeable future.

The charity has sufficient liquid funds to meet its liabilities as they become due and expenditure will not be authorised unless sufficient funds are in place.For these reasons the trustees continue to adopt the going concern basis for preparing these financial statements.

FUTURE PLANS

As the number of children attending the Preschool setting continues to be close to capacity, we need to focus on staff development and retention to meet the regulations and standards required. The Toddler Group session also continues to strengthen so we will look forward to developing this further to provide benefit to the community. We also plan to further develop the positive community engagement and collaboration with local businesses and residents through the organisation and participation in more themed events and activities. The day trips activities we have provided so far have also been thoroughly enjoyed by those attending, so a number of these will be planned for the coming academic year.

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.

Background

In July 2011, Rachel Salt and Kay Williamson undertook the task of putting preschool and the committee on a much more secure legal and financial footing by becoming a limited company and a registered charity. This was finally achieved in January 2012 with the transfer of the staff's employment coming under the umbrella of 'Cowling Preschool and Toddlers Ltd'.

Recruitment and appointment of new trustees

The charity is managed and overseen by the trustees appointed by the members. Membership of the Pre-school is open to any individual, family or organisation interested in promoting the Objects which applies to the Pre-school in the form required by the Committee and is approved by the Committee in its absolute discretion and who consents in writing to become a Member either personally or (in the case of a member organisation) through an authorised representative

The committee is to be made up of a minimum of five members, the Executive Committee made up of the Chairman, Honorary Treasurer and the Honorary Secretary, and a maximum of twelve members. The Committee are to be appointed at Annual General Meetings by existing members.

Trustees are supplied with information detailing their role as a trustee and their responsibilities together with a copy of the governing document and the latest financial statements.

Page 2

Cowling Pre-School and Toddlers

Report of the Trustees for the Year Ended 31 March 2022

STRUCTURE, GOVERNANCE AND MANAGEMENT

Organisational structure

The charity operates as a Company limited by guarantee , currently with two directors.

There is a committee to oversee the running of the charity and to take on a fundraising role.These people are all volunteers.

The day to day management of the charity is through a paid manager,deputy manager and key workers. The charity is grateful for the assistance of five volunteers during the year.

Decision making

The trustees and committee members make decisions regarding strategic matters. Decisions regarding the day-to-day running of the charity are made by the manager Vicky Leddy. Remuneration of the charity's staff is set by reference to market rates.

Related parties

Apart from the directors and committee members, there are no related parties.

Risk management

The trustees have conducted a review of the major risks to which the charity is exposed and systems have been established to mitigate those risks. Internal risks are minimised by the implementation of procedures for authorisation of all transactions and projects and to ensure consistent quality of delivery for all aspects of the charity. These procedure are periodically reviewed to ensure that they still meet the needs of the charity. External risks relate mainly to general economic conditions which affect the level of attendance fees.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

07701949 (England and Wales)

Registered Charity number

1147723

Registered office

Cowling Pre-School and Toddlers Cowling Village Hall Acre Road, Cowling Keighley West Yorkshire BD22 0FN

Trustees

R Cromey-Hawke Chair (resigned 30.1.23) D A Ensor (appointed 1.4.22) A D Twigg (appointed 31.3.22) (resigned 4.7.22) Mrs V A Wakeman (resigned 1.4.22) Mrs N C Crimes (resigned 1.3.22) P Mellin (appointed 1.9.22)

Company Secretary

Mrs I Ridehalgh

Independent Examiner

D.C.Adams FCA, CTA, FMgt. Lindley Adams Limited Chartered Accountants 28 Prescott Street Halifax West Yorkshire HX1 2LG

Bankers:

Barclays Bank Plc 49 High Street Skipton BD23 1DT

Page 3

Cowling Pre-School and Toddlers

Report of the Trustees for the Year Ended 31 March 2022

STATEMENT OF TRUSTEES' RESPONSIBILITIES

The trustees (who are also the directors of Cowling Pre-School and Toddlers for the purposes of company law) are responsible for preparing the Report of the Trustees and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the incoming resources and application of resources, including the income and expenditure, of the charitable company for that period. 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 charitable company and to enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Approved by order of the board of trustees on 2 March 2023 and signed on its behalf by:

D A Ensor - Trustee

Page 4

Independent Examiner's Report to the Trustees of Cowling Pre-School and Toddlers

Independent examiner's report to the trustees of Cowling Pre-School and Toddlers ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 March 2022.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts in accordance with the requirements of the Companies Act 2006 ('the 2006 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 charity'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:

  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

  2. 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

  3. the accounts have not been prepared in accordance with the methods and principles of the Statement of Recommended Practice for accounting and reporting by charities (applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)).

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.

We are independent of the charity in accordance with the ethical requirements that are relevant to our independent examination of the financial statements in the UK, including the FRC's Ethical Standard, and the provisions available for small entities, in the circumstances as set out in note 14 to the financial statements, and we have fulfilled our other ethical responsibilities in accordance with these requirements.

D.C.Adams FCA, CTA, FMgt. Lindley Adams Limited Chartered Accountants 28 Prescott Street Halifax West Yorkshire HX1 2LG

2 March 2023

Page 5

Cowling Pre-School and Toddlers

Statement of Financial Activities for the Year Ended 31 March 2022

31.3.22 31.3.21
Unrestricted Restricted Total Total
fund fund funds funds
Notes £ £ £ £
INCOME AND ENDOWMENTS FROM
Donations and legacies 2 - - - 6,208
Other trading activities 3 91,433 - 91,433 74,472
Investment income 4 6 - 6 28
Total 91,439 - 91,439 80,708
EXPENDITURE ON
Raising funds 85,173 1,962 87,135 78,319
Other 9,202 - 9,202 8,808
Total 94,375 1,962 96,337 87,127
NET INCOME/(EXPENDITURE) (2,936) (1,962) (4,898) (6,419)
RECONCILIATION OF FUNDS
Total funds brought forward 68,622 6,429 75,051 81,470
TOTAL FUNDS CARRIED FORWARD 65,686 4,467 70,153 75,051

CONTINUING OPERATIONS

All income and expenditure has arisen from continuing activities.

The notes form part of these financial statements

Page 6

Cowling Pre-School and Toddlers

Balance Sheet

31 March 2022

31.3.22 31.3.21
Unrestricted Restricted Total Total
fund fund funds funds
Notes £ £ £ £
FIXED ASSETS
Tangible assets 9 7,599 - 7,599 10,067
CURRENT ASSETS
Debtors 10 2,608 - 2,608 3,704
Cash at bank and in hand 58,803 4,467 63,270 62,671
61,411 4,467 65,878 66,375
CREDITORS
Amounts falling due within one year 11 (3,324) - (3,324) (1,391)
NET CURRENT ASSETS 58,087 4,467 62,554 64,984
TOTAL ASSETS LESS CURRENT LIABILITIES 65,686 4,467 70,153 75,051
NET ASSETS 65,686 4,467 70,153 75,051
FUNDS 13
Unrestricted funds 65,686 68,622
Restricted funds 4,467 6,429
TOTAL FUNDS 70,153 75,051

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2022.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2022 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

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

The financial statements were approved by the Board of Trustees and authorised for issue on 2 March 2023 and were signed on its behalf by:

D A Ensor - Trustee

The notes form part of these financial statements

Page 7

Cowling Pre-School and Toddlers

Notes to the Financial Statements for the Year Ended 31 March 2022

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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) (effective 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related 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.

Tangible fixed assets

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

Outdoor Play Area - 20% on reducing balance Fixtures & Fittings - 20% on reducing balance Computer equipment - 33% on cost

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the trustees report.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Going concern

The trustees have considered the position regarding going concern .

The charity has continued to receive early years funding from NYCC and parent fees are looking at other sources of income. .The trustees have looked at forecasts and are satisfied that the charity has adequate resources to continue to operate for the foreseeable future.

The charity has sufficient liquid funds to meet its liabilities as they become due and expenditure will not be authorised unless sufficient funds are in place.For these reasons the trustees continue to adopt the going concern basis for preparing these financial statements.

Financial Instruments

The charity 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.

Page 8

continued...

Cowling Pre-School and Toddlers

Notes to the Financial Statements - continued for the Year Ended 31 March 2022

2. DONATIONS AND LEGACIES

31.3.22 31.3.21
£ £
Grants - 6,208

During the previous year the charity received grants of £6208 from the government in respect of the Coronavirus job retention scheme to support the charity to furlough staff.The grant was unconditional and has all been recognised as income in the financial statements for that year.

3. OTHER TRADING ACTIVITIES

OTHER TRADING ACTIVITIES
31.3.22 31.3.21
£ £
Fundraising - 57
Misc 1,317 -
Fees 23,631 13,059
EY Funding 66,485 61,356
91,433 74,472
INVESTMENT INCOME
31.3.22 31.3.21
£ £
Interest received 6 28
NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
31.3.22 31.3.21
£ £
Depreciation - owned assets 2,826 3,156

4. INVESTMENT INCOME

5. NET INCOME/(EXPENDITURE)

6. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2022 nor for the year ended 31 March 2021.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2022 nor for the year ended 31 March 2021.

7. STAFF COSTS

STAFF COSTS
31.3.22 31.3.21
£ £
Wages and salaries 71,165 70,337
Other pension costs 369 179
71,534 70,516
The average monthly number of employees during the year was as follows:
31.3.22 31.3.21
Support staff 8 8

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

Page 9

continued...

Cowling Pre-School and Toddlers

Notes to the Financial Statements - continued for the Year Ended 31 March 2022

8. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
Restricted
fund
fund
£
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
6,208
-
Other trading activities
74,472
-
Investment income
28
-
Total
80,708
-
EXPENDITURE ON
Raising funds
77,989
330
Other
8,808
-
Total
86,797
330
NET INCOME/(EXPENDITURE)
(6,089)
(330)
RECONCILIATION OF FUNDS
Total funds brought forward
74,711
6,759
TOTAL FUNDS CARRIED FORWARD
68,622
6,429
9.
TANGIBLE FIXED ASSETS
Outdoor
Fixtures
Computer
Play Area
& Fittings
equipment
£
£
£
COST
At 1 April 2021
12,762
2,066
4,884
Additions
-
358
-
At 31 March 2022
12,762
2,424
4,884
DEPRECIATION
At 1 April 2021
6,227
533
2,885
Charge for year
1,307
378
1,141
At 31 March 2022
7,534
911
4,026
NET BOOK VALUE
At 31 March 2022
5,228
1,513
858
At 31 March 2021
6,535
1,533
1,999
Total
funds
£
6,208
74,472
28
80,708
78,319
8,808
87,127
(6,419)
81,470
75,051
Totals
£
19,712
358
20,070
9,645
2,826
12,471
7,599
10,067

Page 10

continued...

Cowling Pre-School and Toddlers

Notes to the Financial Statements - continued for the Year Ended 31 March 2022

10. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.22 31.3.21
£ £
Other debtors 2,408 3,504
Prepayments 200 200
2,608 3,704
11. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.22 31.3.21
£ £
Bank loans and overdrafts (see note 12) 69 -
Tax 53 -
Other creditors 1,299 81
Accruals and deferred income 1,903 1,310
3,324 1,391
12. LOANS
An analysis of the maturity of loans is given below:
31.3.22 31.3.21
£ £
Amounts falling due within one year on demand:
Bank overdrafts 69 -
13. MOVEMENT IN FUNDS
Net
movement At
At 1.4.21 in funds 31.3.22
£ £ £
Unrestricted funds
General fund 68,622 (2,936) 65,686
Restricted funds
Grants received 6,429 (1,962) 4,467
TOTAL FUNDS 75,051 (4,898) 70,153
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 91,439 (94,375) (2,936)
Restricted funds
Grants received - (1,962) (1,962)
TOTAL FUNDS 91,439 (96,337) (4,898)

Page 11

continued...

Cowling Pre-School and Toddlers

Notes to the Financial Statements - continued for the Year Ended 31 March 2022

13. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 1.4.20 in funds 31.3.21
£ £ £
Unrestricted funds
General fund
74,711
(6,089) 68,622
Restricted funds
Grants received
6,759
(330) 6,429
TOTAL FUNDS
81,470
(6,419) 75,051
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund
80,708
(86,797) (6,089)
Restricted funds
Grants received
-
(330) (330)
TOTAL FUNDS
80,708
(87,127) (6,419)

A current year 12 months and prior year 12 months combined position is as follows:

Net
movement At
At 1.4.20 in funds 31.3.22
£ £ £
Unrestricted funds
General fund 74,711 (9,025) 65,686
Restricted funds
Grants received 6,759 (2,292) 4,467
TOTAL FUNDS 81,470 (11,317) 70,153

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 172,147 (181,172) (9,025)
Restricted funds
Grants received - (2,292) (2,292)
TOTAL FUNDS 172,147 (183,464) (11,317)

Page 12

continued...

Cowling Pre-School and Toddlers

Notes to the Financial Statements - continued for the Year Ended 31 March 2022

14. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2022 or 2021.

15. NON INDEPENDENT EXAMINER'S SERVICES

In common with many other charities of our size and nature, we use our independent examiners to prepare and submit returns to the tax authorities and assist us with the preparation of wages and the financial statements.

Page 13

Cowling Pre-School and Toddlers

Detailed Statement of Financial Activities for the Year Ended 31 March 2022

31.3.22 31.3.21
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Grants - 6,208
Other trading activities
Fundraising - 57
Misc 1,317 -
Fees 23,631 13,059
EY Funding 66,485 61,356
91,433 74,472
Investment income
Interest received 6 28
Total incoming resources 91,439 80,708
EXPENDITURE
Other trading activities
Wages 71,165 70,337
Pensions 369 179
Staff Training 498 695
Repairs, Materials etc 2,667 1,046
Milk and Food 890 709
Rent 5,850 4,550
Activities 4,195 330
Clothing 1,501 473
87,135 78,319
Other
Independent Examination 900 450
Other Accountancy fees 1,332 828
2,232 1,278
Support costs
Management
Membership and insurance 1,628 1,687
Telephone 848 770
Postage and stationery 295 457
Sundries 750 850
Computer and website costs 624 610
Depreciation of tangible and heritage assets 2,825 3,156
6,970 7,530
Total resources expended 96,337 87,127
Net expenditure (4,898) (6,419)

This page does not form part of the statutory financial statements

Page 14