OpenCharities

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

2023-08-31-accounts

Charity registration number: 1169193

Abbotts Ann Nursery School A Charitable Incorporated Organisation (CIO)

Annual Report and Financial Statements

for the Year Ended 31 August 2023

Abbotts Ann Nursery School

Contents (continued)

Reference and Administrative Details 1
Trustees' Report 2 to 4
Statement of Trustees' Responsibilities 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Financial Statements 9 to 14

Abbotts Ann Nursery School Reference and Administrative Details

Trustees

Beth Wildbore, Chair/Secretary from 15/09/2022, Chair only from 18/09/2023

Claire Croombs, Treasurer from 30/05/2022

William Littlejohn, Secretary from 18/09/2023 (appointed 18 September 2023)

Sharan Chaggar (appointed 18 September 2023) Emily Eaton (appointed 18 September 2023) David Conn (appointed 15 September 2022) Linda Conn (appointed 15 September 2022) Dan Squibb (appointed 18 September 2023) Kelly Squibb (appointed 18 September 2023)

Lucy Bullock (appointed 15 September 2022 and resigned 18 September 2023)

Jane Hemsted, Chair from 06/06/2022 to 15/09/2022 (Resigned 15 September 2022)

Sarah Readman (resigned 15 September 2022) Annabel Willmott (Resigned 15 September 2022)

Principal Office War Memorial Village Hall Duck Street Abbotts Ann Andover Hampshire SP11 7BG Charity Registration Number 1169193

Independent Examiner River View Tax & Accountancy Ltd 5 Beresford Gate South Way Andover Hampshire SP10 5BN

Page 1

Abbotts Ann Nursery School Trustees' Report

The trustees present the annual report together with the financial statements of the charity for the year ended 31 August 2023.

Objectives and activities

Public benefit

The trustees confirm that they have complied with the requirements of section 17 of the Charities Act 2011 to have due regard to the public benefit guidance published by the Charity Commission for England and Wales.

Governance and Structure

The Abbotts Ann Nursery School is Charitable Incorporated Organisation (CIO) (registered charity number: 1169193). The Nursery is registered with OFSTED (reg.no. EY546267) and is a member of the Early Years Alliance. The trustees in office during the financial year and any changes since the year end are as detailed on page 1. The Nursery has a childcare protection policy in place which includes carrying out checks with the Disclosure and Barring Service for new and existing members of staff and committee members. All trustees give their time voluntarily and received no remuneration or benefits. The Nursery works closely with the Village Hall committee from whom it rents the premises and associated facilities in which it provides Early Years education and Childcare.

Principal Activities

The objective of the charity is to enhance the development and education of children under statutory school age. Children are encouraged to make play choices throughout their sessions and all children have a key-person who will plan for their children's interests in their next steps and focus activities. Focus activities are the only adult led activities that happen. The Nursery takes children from two years old up to school age and is open during term time only.

Achievements

The committee have given up their valuable time to help with many fundraising events, including the successful Christmas Fayre, the Christmas Raffle and manning a stall at the village Fete, the Amport Fete and the Clatford May Fayre. Within setting the children’s photos and Bags4Schools collections have continued to help raise small sums. This year saw repeat of the successful Sponsored Walk during which the children explored the village around them whilst taking part in a Sponsored Walk.

The Nursey’s Christmas Fayre, alongside the it’s presence at a number of local events, has helped Abbotts Ann Nursery School raise it’s profile within the local area. Work has also been undertaken to improve the Nursery’s presence on Social Media, particularly within the local area; both activities have had a positive impact on the number of enquiries and the number of children in setting.

Abbotts Ann Nursery School continued it’s progress through accreditation in the Curiosity Approach which has seen improvements to the provision provided in setting. Grants and fundraising have also allowed the continued investment in staff training which has improved the SEND provision within the setting. This continued focus on training allows the continued improvement of provision provided for the children currently in setting but also helps to support staff retention and the long term viability of the nursery.

Page 2

Abbotts Ann Nursery School Trustees' Report (continued)

Financial review

For the year to 31st August 2023, funding was received from Hampshire County Council totalling £71,678 (2022: £43,614) and fees received from individuals for the provision of preschool education totalled £24,327 (2022: £31,547). The total income was £102,461 including restricted grants of £4342 (2022: £80,234 - restricted grants £1950).

Salaries remain the largest item of expenditure, totalling £67,328 (2022: £63,252) including employers National Insurance and pension contributions.

During the year there was a surplus of £15,924 overall with £1,371 of that being from restricted funds. (2022: £3,461 deficit including £889 from restricted funds brought forward).

Whilst the nursery has had a strong year financially it is also important to note that we have a large number of children starting school in September, and as a result forecast a more challenging year next year as we seek to fill the places created by those school leavers. Moving into the new year the nursery will continue to work to raise it’s profile locally to ensure that spaces are filled.

Page 3

Abbotts Ann Nursery School Trustees' Report (continued)

Policy on reserves

Aim: As a non-profit making charity, we as the committee of Abbotts Ann Nursery School have reviewed the need for reserves in line with guidance issued by the Charity Commission.

Objectives: Trustees understand that uncertainties may be faced in the future and the need to hold reserves where future income alone is unlikely to meet costs.

We recognise that trustees need to be able to justify the holding of income as reserves as the Charity Law requires any income received be spent within a reasonable period of receipt.

Those funds that are restricted will not be used in the Reserves, for example Funds received from a funding provider for a specific purpose.

The funds held by Abbotts Ann Nursery School fall into three categories: -

Unrestricted Funds: The charity’s general reserves are made up from grants from local council, private fees and fundraising. Unrestricted funds are needed to cover staff costs and those of administration and support without which the Nursery could not operate.

Income levels vary during the year, but expenditure levels remain relatively constant throughout. Income is at its lowest during the Autumn Term rising during the Spring Term to its highest level in the Summer Term. This is due to the availability of government childcare funding.

The Trustees consider it prudent that unrestricted funds should be sufficient to cover 3 month’s administration and support costs at the start of the academic year. This level will ensure we have adequate resources to cover our outgoings whilst income is at its lowest level during the Autumn Term. Without this funding level we would not have sufficient funds to ensure our continued operation to the end of January.

Restricted Funds: Restricted funds normally arise from donations or grants which have been received to meet the costs of specific items of expenditure. An example include Early Years Pupil Premium (EYPP) which must be spent to improve outcomes for specific children.

Reserve Fund: The reserve amount is available on request from the Committee. The reserve funds are held in a separate savings account.

The amount is regularly monitored by the Committee to reflect any necessary changes to the required level of reserves.

The reserves fund may be called upon to fund:

The Committee will take the final decision as to how and when the reserve fund is used.

This policy should be reviewed annually to make sure the reserves account holds enough to cover future eventualities.

The annual report was approved by the trustees of the charity on 16 May 2024 and signed on its behalf by:

......................................... Beth Wildbore Trustee

Page 4

Abbotts Ann Nursery School

Statement of Trustees' Responsibilities

The trustees are responsible for preparing the trustees' report and the financial statements in accordance with the United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) and applicable law and regulations.

The law applicable to charities 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 charity and of the incoming resources and application of resources of the charity for that period. In preparing these financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charities (Accounts and Reports) Regulations 2008, and the provisions of the constitution. 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 are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company's website. Legislation governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

Approved by the trustees of the charity on 16 May 2024 and signed on its behalf by:

......................................... Beth Wildbore Trustee

Page 5

Abbotts Ann Nursery School

Independent Examiner's Report to the trustees of Abbotts Ann Nursery School

I report to the trustees on my examination of the accounts of Abbotts Ann Nursery School for the year ended 31 August 2023.

Responsibilities and basis of report

As the charity trustees of Abbotts Ann Nursery School you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (‘the Act’).

I report in respect of my examination of the Abbotts Ann Nursery School'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.

Independent examiner’s statement

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 Abbotts Ann Nursery School 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 accounting 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.

...................................... Gemma Merritt CTA

5 Beresford Gate South Way Andover Hampshire SP10 5BN

16 May 2024

Page 6

Abbotts Ann Nursery School

Statement of Financial Activities for the Year Ended 31 August 2023

Unrestricted Restricted Total
funds funds 2023
Note £ £ £
Income and Endowments from:
Donations and legacies 1,560 - 1,560
Charitable activities 98,602 2,000 100,602
Investment income 4 299 - 299
Total income 100,461 2,000 102,461
Expenditure on:
Raising funds (138) - (138)
Charitable activities (85,764) (635) (86,399)
Total expenditure (85,902) (635) (86,537)
Net income 14,559 1,365 15,924
Net movement in funds 14,559 1,365 15,924
Reconciliation of funds
Total funds brought forward 35,005 - 35,005
Total funds carried forward 14 49,564 1,365 50,929
Unrestricted Restricted Total
funds funds 2022
Note £ £ £
Income and Endowments from:
Donations and legacies 2,722 - 2,722
Charitable activities 75,543 1,950 77,493
Investment income 4 19 - 19
Total income 78,284 1,950 80,234
Expenditure on:
Raising funds (1,395) - (1,395)
Charitable activities (79,461) (2,839) (82,300)
Total expenditure (80,856) (2,839) (83,695)
Net expenditure (2,572) (889) (3,461)
Net movement in funds (2,572) (889) (3,461)
Reconciliation of funds
Total funds brought forward 37,577 889 38,466
Total funds carried forward 14 35,005 - 35,005

All of the charity's activities derive from continuing operations during the above two periods. The funds breakdown for 2022 is shown in note 14.

The notes on pages 9 to 14 form an integral part of these financial statements. Page 7

Abbotts Ann Nursery School

(Registration number: 1169193) Balance Sheet as at 31 August 2023

2023 2022
Note £ £
Current assets
Debtors 10 3,501 -
Cash at bank and in hand 11 47,684 35,797
51,185 35,797
Creditors: Amounts falling due within one year 12 (256) (792)
Net assets 50,929 35,005
Funds of the charity:
Restricted income funds
Restricted funds 1,365 -
Unrestricted income funds
Unrestricted funds 49,564 35,005
Total funds 14 50,929 35,005

The financial statements on pages 7 to 14 were approved by the trustees, and authorised for issue on 16 May 2024 and signed on their behalf by:

......................................... Claire Croombs Trustee

The notes on pages 9 to 14 form an integral part of these financial statements. Page 8

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023

1 Accounting policies

Basis of preparation

The accounts are prepared on a receipts and payments basis.

Going concern

The trustees consider that there are no material uncertainties about the charity's ability to continue as a going concern.

Taxation

The charity is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

Cash and cash equivalents

Cash and cash equivalents comprise cash on hand and call deposits, and other short-term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.

Borrowings

Interest-bearing borrowings are initially recorded at fair value, net of transaction costs. Interest-bearing borrowings are subsequently carried at amortised cost, with the difference between the proceeds, net of transaction costs, and the amount due on redemption being recognised as a charge to the Statement of Financial Activities over the period of the relevant borrowing.

Interest expense is recognised on the basis of the effective interest method and is included in interest payable and similar charges.

Borrowings are classified as current liabilities unless the charity has an unconditional right to defer settlement of the liability for at least twelve months after the reporting date.

Fund structure

Unrestricted income funds are general funds that are available for use at the trustees discretion in furtherance of the objectives of the charity.

Restricted income funds are those donated for use in a particular area or for specific purposes, the use of which is restricted to that area or purpose.

Page 9

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023 (continued)

Pensions and other post retirement obligations

The charity operates a defined contribution pension scheme which is a pension plan under which fixed contributions are paid into a pension fund and the charity has no legal or constructive obligation to pay further contributions even if the fund does not hold sufficient assets to pay all employees the benefits relating to employee service in the current and prior periods.

Contributions to defined contribution plans are recognised in the Statement of Financial Activities when they are due. If contribution payments exceed the contribution due for service, the excess is recognised as a prepayment.

2 Income from donations and legacies

Unrestricted
funds Total
General funds
£ £
Donations and legacies;
Donations from individuals 40 40
Other income from donations and legacies 1,520 1,520
Total for 2023 1,560 1,560
Total for 2022 2,722 2,722

3 Income from charitable activities

Unrestricted
funds Restricted Total
General funds funds
£ £ £
98,602 2,000 100,602
Total for 2023 98,602 2,000 100,602
Total for 2022 75,543 1,950 77,493
4 Investment income
Unrestricted
funds Total
General funds
£ £
Interest receivable and similar income;
Interest receivable on bank deposits 299 299
Total for 2023 299 299
Total for 2022 19 19

Page 10

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023 (continued)

5 Expenditure on raising funds

a) Costs of generating donations and legacies

Unrestricted
funds Total
General funds
Note £ £
Donations 138 138
Total for 2023 138 138
Total for 2022 541 541
6
Expenditure on charitable activities
Unrestricted
funds Restricted Total
General funds funds
Note £ £ £
10,764 635 11,399
Staff costs 67,328 - 67,328
Allocated support costs 7,672 - 7,672
Total for 2023 85,764 635 86,399
Total for 2022 79,461 2,839 82,300

7 Trustees remuneration and expenses

No trustees, nor any persons connected with them, have received any remuneration from the charity during the year.

8 Staff costs

The aggregate payroll costs were as follows:

The aggregate payroll costs were as follows:
2023 2022
£ £
Staff costs during the year were:
Wages and salaries 66,266 62,443
Pension costs 1,062 808
67,328 63,251

Page 11

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023 (continued)

The monthly average number of persons (including senior management / leadership team) employed by the charity during the year expressed as full time equivalents was as follows:

charity during the year expressed as full time equivalents was as follows:
2023 2022
No No
Employees 6 6

6 (2022 - 6) of the above employees participated in the Defined Contribution Pension Schemes.

Contributions to the employee pension schemes for the year totalled £1,062 (2022 - £808).

No employee received emoluments of more than £60,000 during the year

9 Taxation

The charity is a registered charity and is therefore exempt from taxation.

10 Debtors

Other debtors 2023
£
3,501

11 Cash and cash equivalents

11 Cash and cash equivalents
2023 2022
£ £
Cash on hand - 10
Cash at bank 47,684 35,787
47,684 35,797

12 Creditors: amounts falling due within one year

12 Creditors: amounts falling due within one year
2023 2022
£ £
Other taxation and social security - 696
Other creditors 256 96
256 792

13 Pension and other schemes

Defined contribution pension scheme

The charity operates a defined contribution pension scheme. The pension cost charge for the year represents contributions payable by the charity to the scheme and amounted to £1,062 (2022 - £808).

Page 12

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023 (continued)

14 Funds
Balance at 1
September Incoming Resources Balance at 31
2022 resources expended August 2023
£ £ £ £
Unrestricted funds
General 35,005 100,323 (85,764) 49,564
Restricted funds - 2,000 (635) 1,365
Total funds 35,005 102,323 (86,399) 50,929
Balance at 1
September Incoming Resources Balance at 31
2021 resources expended August 2022
£ £ £ £
Unrestricted
General (37,577) (77,743) 80,315 (35,005)
Restricted (889) (1,950) 2,839 -
Total funds (38,466) (79,693) 83,154 (35,005)
15 Analysis of net assets between funds
Unrestricted Total funds at
funds Restricted 31 August
General funds 2023
£ £ £
Current assets 49,820 1,365 51,185
Current liabilities (256) - (256)
Total net assets 49,564 1,365 50,929
Unrestricted Total funds at
funds 31 August
General 2022
£ £
Current assets 35,797 35,797
Current liabilities (792) (792)
Total net assets 35,005 35,005

Page 13

Abbotts Ann Nursery School

Notes to the Financial Statements for the Year Ended 31 August 2023 (continued)

16 Analysis of net funds
At 1
September Financing cash At 31 August
2022 flows 2023
£ £ £
Cash at bank and in hand 35,797 11,887 47,684
Net debt 35,797 11,887 47,684
At 1
September Financing cash At 31 August
2021 flows 2022
£ £ £
Cash at bank and in hand 39,288 (3,491) 35,797
Net debt 39,288 (3,491) 35,797

Page 14

Abbotts Ann Nursery School

Statement of Financial Activities by fund for the Year Ended 31 August 2023

Total Total
Unrestricted Unrestricted
Funds Funds
2023 2022
£ £
Income and Endowments from:
Donations and legacies 1,560 2,722
Charitable activities 98,602 75,543
Investment income 299 19
Total income 100,461 78,284
Expenditure on:
Raising funds (138) (1,395)
Charitable activities (85,764) (79,461)
Total expenditure (85,902) (80,856)
Net income/(expenditure) 14,559 (2,572)
Net movement in funds 14,559 (2,572)
Reconciliation of funds
Total funds brought forward 35,005 37,577
Total funds carried forward 49,564 35,005

This page does not form part of the statutory financial statements. Page 15

Abbotts Ann Nursery School

Statement of Financial Activities by fund for the Year Ended 31 August 2023 (continued)

Total Total
Restricted Restricted
Funds Funds
2023 2022
£ £
Income and Endowments from:
Charitable activities 2,000 1,950
Total income 2,000 1,950
Expenditure on:
Charitable activities (635) (2,839)
Total expenditure (635) (2,839)
Net income/(expenditure) 1,365 (889)
Net movement in funds 1,365 (889)
Reconciliation of funds
Total funds brought forward - 889
Total funds carried forward 1,365 -

This page does not form part of the statutory financial statements. Page 16

Abbotts Ann Nursery School

Detailed Statement of Financial Activities for the Year Ended 31 August 2023

Total Total
2023 2022
£ £
Income and Endowments from:
Donations and legacies (analysed below) 1,560 2,722
Charitable activities (analysed below) 100,602 77,493
Investment income (analysed below) 299 19
Total income 102,461 80,234
Expenditure on:
Raising funds (analysed below) (138) (1,395)
Charitable activities (analysed below) (86,399) (82,300)
Total expenditure (86,537) (83,695)
Net income/(expenditure) 15,924 (3,461)
Net movement in funds 15,924 (3,461)
Reconciliation of funds
Total funds brought forward 35,005 38,466
Total funds carried forward 50,929 35,005

This page does not form part of the statutory financial statements. Page 17

Abbotts Ann Nursery School

Detailed Statement of Financial Activities for the Year Ended 31 August 2023 (continued)

Total Total
2023 2022
£ £
Donations and legacies
Appeals and donations 40 610
Gift Aid tax reclaimed - 10
Fundraising 1,520 2,102
1,560 2,722
Charitable activities
UK Government grants 2,000 -
UK Government grants 1,422 100
Grants - other agencies - 1,950
Grants - other agencies 920 -
Funding from County Council 71,678 43,614
Fees from parents 24,327 31,546
Uniform income 255 283
100,602 77,493
Investment income
Interest on cash deposits 299 19
299 19
Raising funds
Fundraising costs (138) (541)
Charitable donations - (854)
(138) (1,395)
Charitable activities
Purchases (799) (59)
Food and nursery supplies (572) (818)
Nursery equipment (635) (1,639)
Nursery equipment (2,567) (1,854)
Nursery equipment - (313)
Wages and salaries (66,266) (62,443)
Staff pensions (Defined contribution) - pension scheme 1 (1,062) (808)
Rent (6,826) (6,952)
Repairs and maintenance (542) (556)
Professional indemnity insurance (989) (1,005)
Staff training - (1,200)
Staff training (823) (849)
Staff welfare (32) (75)
Travelling - (26)
Equipment repairs and renewals (9) -

This page does not form part of the statutory financial statements. Page 18

Abbotts Ann Nursery School

Detailed Statement of Financial Activities for the Year Ended 31 August 2023 (continued)

Total Total Total Total
2023 2022
£ £
Telephone and fax (971) (926)
Computer software and maintenance costs (1,007) (1,672)
Printing, postage and stationery (369) (190)
Charitable donations (1,410) -
Sundry expenses (67) (20)
Advertising - (50)
Accountancy fees (1,140) (917)
Legal and professional fees (82) (35)
Bad debts written off (171) -
Bank charges (60) (93)
(Profit)/loss on sale of tangible fixed assets held for charity's own use - 200
(86,399) (82,300)

This page does not form part of the statutory financial statements. Page 19