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2025-03-31-accounts

BETA Having problems on this page? Your &f will help us to improve it. O You will be logged out after 30 minutes of inaclivity. Messageo (Igrouplguesunotifications) Account (IgrouplguesVmy4etailsl Sign out Ilclportalllogout) Home CanceL Print Charity Commission Annual Return 2025 HUMPTY DUMPTY PRE-SCHOOL (SOUTHEND) Charity registration number.. 1170151 Most of the information you give in this form will become publicly available on the Register of Charities. Any field that the Charity Commission will not display will be clearly marked. This document is a record of the information provided in the Annual Return 2025. PART A- Charity information Financial period Flnanclal 0110412024 erlod start date Financial eriod end date 3110312025 Income and spending Income £ £ 72,434 endin £ 61,220 Number of contracts from government How many contracts (other than grant agreements) did your charity receive from central government or a local authority during the financial period for this return7 Number of grants from government How many grants did your charity receive from central government or a local authority during the financial period for this return? Value of grants from government What was the total value of the grants recelved from central g¢)vernment or a local authorlty durln the flnanclal perlod for thls return? £ 71,674

Grantmaking Is No rant makln the maln wa our charl carvles out Its urposes? Recipients of grants Please round all figures to the nearest pound (do not enter decirnal points or commasl- Individuals other charities Other or anisations that are not charities Trustee payments Excluding out of pocket expenses9 for what were any of the trustees paid during the financial period for this return• e. None of the trustees have been paid Did any of the trustees resign and take up employment with your charity in the financial period of this return? No Income from outside the UK Did your charity receive income from outside of the United Kingdom in the financial period of this return? No Delivering activities outside the United Kingdom Did your charity deliver charitable activit•es outside of the United K•ngdom in the financial period of thls return7 Spending outside of the United Kingdom Did your charity spend fund¥ outside of the United Kingdom in the financial period of this return? No Total Spending outside of the United Kingdom Trading subsidiaries Does the chari No have an tradin subsidiaries? Employment contract types People were pernianently employed by your charity

Peo le were on fixed-terms contracts with our chari Self4mployed people were working for your charity Total overseas employees How man of the eo le above work on behalf of ur chari outside of the United Kin dom? Total employee payroll What was the total amount spent on employee payroll durlng the flnanclal perlod relatlng to thls return7 £ 46,873 Employees. salarles Did any of your charity's employees receive total employment benefits of £60.000 or more in tho financial period of this annual return? No Governance policies Internal chari Yes financial controls polic and procedures Safe Yes uardin OIT and rocedures Financial rgsgrvgs policy and proc9dures Yes Complaints policy and procedures Yes Serious incident reporting policy and procedures Yes Intemal risk rnana ernent olic and rocedures Trusteg gxpensgs policy and procedures Not applicable Trustee conflicts of interest policy and procedures Not applicable Investin chari Not applicable funds olic and rocedures Carnpaigns and political activity policy and procedures Not applicable Bullying and harassment policy and procedures Yes Social media Yes olic and rocedures

En in external speakers at chari Not applicable events poli and procedures Safeguarding Has your charity provided services to children andlor adufts at risk in the financial poriod of the return? No Serious Incidents Has your charity reported all Serious Incidents (including any historlcal Incldents) that the charlty became aware of durin the financial peri¢)d of this return? There were no incidents to report Extemal risk and impact Donations No impacl other Income - grants Positive Other income - contracts Not applicable other income - Investment Not applicable enditure on charitable activities Not applicable Expenditure on overheads Unknown Number of volunteers Not applicable Numbor of èm No impact Number of trustees No impact Fundralsln Not applicable actlvltles Capacity to dolivor $•rvi¢•s No impact Total service demand No impact Volunteers Excluding tru5teesy provlde an estimate of the number of volunteers who carrled out charitable activitios on behalf of your charity in the United Kingdom during the financial poriod of this return?

Privacy statement Any Information you glve us wlll be held securely and processed only in accordance with the rule on data protection. We will not disclose your personal details to anyone unconnected to the Charity Commission unless: you have consented to their release- or we are legally obliged to disclose them" or we regard dlsclosure as elther (a) necessary so that we can properly carry out our statutory functions or {b) necessary in the public interest. We may share and disclose information about you with relevant public authorities regulatory bodies and agencies. outside the Charity Commission but only if: we can lawfully do so" and we decide that disclosure is necessary for national security, crime detection. prevention. and law enforcement. or other issues in the public interest Information we collect about you We will use this information: To enable us to carry out our statutory function5 and duties" This will include the following actions: (a) update, consolidate, and improve the accuracy of our records" (b) undertake crime detection and prevention and law enforcement and assist the third parties specified above to investigate or prevent crime and carry out law enforcement. (c) data analysis testingy research statistical and survey purposes Information we receive from other sources. Information we receive from other sources We may combine this information with information you give to us and information we collect about you. We may use this information and the combined information for the purposes set out above (depending on the types of information we receive)- We will ensure that any such disclosure and use is proportionate" considers your right to respect for your private life" and is done fairly and lawfully in accordance with the data protection principles of the Data Protection Act. The Data Protection Act 1998 regulates the use of 'personal data.. which is essentially any Information. however stored. al>out identifiable Ilving individuals. As a 'data controllerf under the Act. the Charity Commission must comply with it. Any changes we may make to our privacy statement in the future will be set out in the replacement version of this form. Please check back frequently to see any updates or changes to our privacy policy. Declaration This annual return has not been submitted and no Declaration has been made

Treasurers Report Humpty Dumpty Pre School (1170151) Receipts and Payments Financial Year April 2024 – March 2025

Opening Balance £ 17,303.95 Receipts Southend Borough Council £. 71,673.63 Fees £. 760.50 Total income £. 72,434.13 Giving a balance of £ 89,738.08 Payments Wages/PAYE. £ 46,873.33 Rent £ 9667.90 Office Costs (inc Insurance/Ofsted/I.C.O £ 2231.12 Equipment and Sundries £ 2447.32 Total Expenditure £ 61,219.67 Closing Balance (Agreed at Bank) £ 28,518.41 Lloyds Flexible Savings. As at 1[st] April 2024. £ 17,340.43 As at 31[st] March 2025. £17,548.28 Interest £. 207.85

Income and Expenditure for Humpty Dumpty Pre School for the financial YeaApril 2024 - March 2025

Opening Balance

Income Debits
Date Name Funding Grant Bank Transfer Total Date Name Purpose Amount
0 0 0
23.04.24 3996.72 3996.72 03.04.24 Corsini N Wages 109.40
03.04.24 Izard C Wages 240.00
03.04.24 Pagliocca M Wages 176.07
03.04.24 Belton S Wages 188.65
04.04.24 Murft J Wages 202.48
08.04.24 DCC All SaintRent 1016.4
08.04.24 Pre School ViSundries 107.79
10.04.24 Izard C Wages 248.00
10.04.24 Belton S Wages 211.08
10.04.24 Plan.com Phones/Internet 51.59
10.04.24 HMRC PAYE 208.00
11.04.24 Murft J Wages 202.48
11.04.24 Pagliocca M Wages 192.84
17.04.24 Izard C Wages 248.00
17.04.24 Belton S Wages 211.08
18.04.24 Murft J Wages 202.48
18.04.24 Pagliocca M Wages 193.00
19.04.24 Currys Insurance 9.50
24.04.24 Izard C Wages 248.00
24.04.24 Belton S Wages 211.08
24.04.24 Pagliocca M Wages 192.84
24.04.24 Murft J Wages 202.48

3996.72

Closing Balance

17,303.95 Agreed with Bank

For Totals
Wages 3479.96
Rent 1016.4
Sundries 107.79
Ofce 61.09
Other
HMRC 208.00
4873.24

4873.24

16,427.43

Income and Expenditure for Humpty Dumpty Pre School for the financialMarch 2023- April 2024

Opening Balance

Income Debits
Date Name Funding GrBank Transfer Total Date Name Purpose Amount
0 0
29.05.24 3996.72 3996.72 01.05.24 Izard C Wages 248.00
01.05.24 Belton S Wages 211.08
01.05.24 Paglicca MWages 192.84
02.05.24 Murft J Wages 202.48
02.05.24 Early YearsInsurance 790.02
08.05.24 Izard C Wages 248.00
08.05.24 Belton S Wages 211.08
08.05.24 Paglicca MWages 192.84
09.05.24 Murft J Wages 202.48
10.05.24 Plan.com Internet/Phone 51.59
15.05.14 Izard C Wages 248.00
15.05.24 Belton S Wages 211.08
15.05.24 Paglicca MWages 192.84
16.05.24 Murft J Wages 202.48
21.05,24 Currys Insurance 9.50
22.05.24 Izard C Wages 248.00
22.05.24 Belton S Wages 211.08
22.05.24 Paglicca MWages 192.84
23.05.24 Murft J Wages 202.48
29.05.24 Izard C Wages 248.00
29.05.24 Belton S Wages 211.08
29.05.24 Paglicca MWages 192.84
30.05.24 Murft J Wages 202.48
3996.72 5123.11

Closing Balance 15301.04

16427.43

Agreed with Bank Agreed with Bank
For Totals
Wages 4272.00
Rent
Sundries 0
Ofce 61.09
Other 790.02

Humpty Dumpty Pre School

Income and Expenditure for the Financial Year April 2024 - March 2024

Income Debits
Date Name Funding GrBank Transfer Total Date
05.06.24
24.06.24 SBC 6174.03 05.06.24
05.06.24
06.06.24
11.06.24
12.06.24
12.06.24
12.06.24
13.06.24
14.06.24
14.06.24
19.06.24
0 19.06.24
19.06.24
19.06.24
19.06.24
20.06.24
21.06.24
26.06.24
26.06.24
26.06.24
27.06.24

6174.03

Opening Balance 15301.04

Agreed with Bank

Name Purpose Amount
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Plan.com Internet/Phone 54.78
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
DOC All Saints Rent 1366.00
HMRC PAYE 208.00
Belton S Additional Hours 50.00
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Ofsted Renewal 50.00
Murft J Wages 202.48
Currys Insurance 9.50
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
5155.88
Closing Balance 16319.19

For Totals Wages HMRC Rent Sundries Office

3467.60 208.00 1366.00 114.28 5155.88

Income and Expenditure for Humpty Dumpty Pre School for the fiMarch 202

Income Debits
Date Name Funding GrBank TransTotal Date
0 0
18.07.24 SBC 751.20 01.07.24
23.07.24 SBC 5967.35 01.07.24
03.07.24
03.07.24
03.07.24
03.07.24
04.07.24
09.07.24
10.07.24
10.07.24
10.07.24
0 11.07.24
15.07.24
17.07.24
17.07.24
17.07.24
18.07.24
19.07.24
24.07.24
24.07.24
24.07.24
25.07.24
31.07.24
31.07.24
31.07.24

6718.55

3- April 2024 Opening Balance 16,319.19 16319.`19 Agreed with Bank

For Totals
Name Purpose Amount Wages
0 HMRC
Izard C Visa - Sundries 342.00 Rent
Izard C MCAfee 109.00 Sundries
Izard C Wages 248.00 Other
Belton S Wages 211.08 Ofce
Pagliocca M Wages 192.84
Anderson D H.R consultation 100.00
Murft J Wages 202.48
Plan.com Internet/phone 54.78
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
DOC All Saints Rent 1593.00
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Currys Insurance 9.50
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
6277.80
Closing Balance 16759.94

4069.52 1593 342.00 100 173.28 6277.80

Income and Expenditure for Humpty Dumpty Pre School for the fiMarch 202

Income Debits
Date Name Funding GrBank TransTotal Date
0 0
28.08.24 SBC 5967.36 01.08.24
07.08.24
07.08.24
07.08.24
08.08.24
08.08.24
09.08.24
14.08.24
14.08.24
14.08.24
15.08.24
0 20.08.24
21.08.24
21.08.24
21.08.24
22.08.24
28.08.24
28.08.24
28.08.24
29.08.28

5967.36

3- April 2024 Opening Balance

Name Purpose Amount
0
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Pre School Visa Sundries 318.31
Plan.com Intenet/Phone 54.78
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Currys Ins;urance 9.5
Izard C Wages 248
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
4002.67

17759.94 Agreed with Bank

For Totals
Wages 3620.08
Rent
Sundries 318.31
Other 64.28
4002.67

Closing Balance 18724.63

Income and Expenditure for April 2024 to March 2025 Humpty Dumpty Pre School

Income Debits
Date Name Funding Grant Bank TransTotal Date
0 0
24.09.24 SBC 4538.30 04.09.24
25.09.24 Ajesu 58.50 04.09.24
04.09.24
05.09.24
10.09.24
11.09.24
11.09.24
11.09.24
12.09.24
18.09.24
18.09.24
18.04.24
19.09.24
19.09.24
20.09.20
20.09.20
20.09.24
25.08.24
25.08.24
4538.30 58.50 25.08.24
4596.80 26.09.24

Opening Balance 18,724.63 Agreed with Bank

Name Purpose Amount
0
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca Wages 192.84
Murft J Wages 202.48
Plan.com Intenet/Phone 54.78
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
Currys Insurance 9.50
Belton S Additional Hours 50.00
Belton S Additional Hours 50.00
HMRC PAYE 250.00
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Murft J Wages 202.48
3831.88
Closing Balance 19,489.55
For Totals
Wages 3517.60
HMRC 250.00
Rent
Sundries
Ofce 64.28

0

Income and Expenditure for Humpty Dumpty Pre School for the FinanMarch 202

Income Debits
Date Name Funding Grant Bank TransTotal Date
0 0
18.10.24 Grimaldi 39.00 02.10.24
25.10.24 Grimaldi 39.00 02.10.24
29.10.24 SBC 6036.00 02.10.24
03.10.24
09.10.24
09.10.24
09.10.24
09.10.24
10.10.24
14.10.24
16.10.24
16.10.24
6036.00 78.00 16.10.24
17.10.24
6114.00 18.10.24
23.20.24
23.10.24
23.10.24
24.10.24
30.10.24
30.10.24
30.10.24
31.10.24

3- April 2024

Opening Balance

19,489.55 Agreed wit

For Totals
Name Purpose Amount Wages
Rent
Izard C Wages 248.00 Sundries
Belton S Wages 211.08 Ofce
Pagliogga M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 211.08
Pagliocca M Wages 192.84
Plan.com Internet/Phone 54.80
Murft J Wages 202.48
Belton S Additional Payment 20.00
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Currys Insurance 9.50
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
4416.06
Closing Balance 21,187.49

.h Bank 4351.76 64.30 4416.06

Income and Expenditure for Humpty Dumpty Pre School

Financial year April 2024 - March 2025

Income
Date Name Funding Grant Bank Transfer Date
0 0
06.11.24
08.11.24 Grimaldi 39.00 06.11.24
12.11.24 SBC 1000.00 06.11.24
15.11.24 Grimaldi 39.00 07.11.24
22.11.24 Grimaldi 39.00 07.11.24
26.11.24 SBC 6036.02 07.11.24
29.11.24 Grimaldi 39.00 07.11.24
11.11.24
13.11.24
13.11.24
13.11.24
7036.02 156.00 14.11.24
20.11.24
20.11.24
20.11.24
21.11.24
27.11.24
27.11.24
7192.02 27.11.24
27.11.24
27.11.24
28.11.24
29.11.24

Opening Balance 21,187.49 Agreed wit

Debits
Name Purpose Amount Wages
HMRC
Izard C Wages 248.00 Rent
Belton S Wages 231.00 Sundries
Pagliocca M Wages 192.84 Ofce
Murft J Wages 202.48 Other
DOC All Saints Rent 1366.20
Pre School Visa Sundries 75.92
HMRC PAYE 250.00
Plan.com Internet/Phone 54.80
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Pre School VIsa SUndries 330.18
Belton S Wages 231.00
Pagliocca M Wages 192.84
Southend B.C Training 15.00
Murft J Wages 202.48
HMRC PAYE 250.00
5839.38
Closing Balance 22,540.13

th Bank

For Totals 3497.28 500.00 1366.20 406.10 54.80 15.00

5839.38

Income and Expenditure for Humpty Dumpty Pre School

Financial Year April 2024 to March 2025

Income Debits
Date Name Funding GrBank TransTotal Date
06.12.24 Grimaldi 39.00 04.12.24
13.12.24 Grimaldi 39.00 04.12.24
17.12.24 SBC 6036.02 04.12.24
20.12.24 Grimaldi 39.00 05.12.24
10.12.24
11.12.24
11.12.24
11.12.24
11.12.24
11.12.24
12.12.24
18.12.24
6036.02 117.00 18.12.24
18.12.24
6153.02 19.12.24
27.12.24
27.12.24
27.12.24
27.12.24

Opening Balance

22540.13 Agreed with Bank

For Totals
Name Purpose Amount Wages 3497.28
Izard C Wages 248.00 Rent 1593.9
Belton S Wages 231.00 Sundries
Pagliocca M Wages 192.84 Ofce 54.80
Murft J Wages 202.48 Other 100.00
Plan.com Internet/Phone 54.80
Izard C Wages 248.00 5245.98
Belton S Wages 231.00
Pagliocca M Wages 192.84
Nixon J Accounts 100.00
DOC All Saints Rent 1593.90
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Murft J Wages 202.48
Pagliocca M Wages 192.84
5245.98
Closing Balance 23447.17

Income and Expenditure for Humpty Dumpty Pre School

Financial Year April 2024 to March 2025 Opening Ba
Income Debits
Date Name Funding GrBank TransTotal Date
0 0
10.01.25 Grimaldi 39.00 02.01.25
16.01.25 SBC 2142 02.01.25
17.01.25 Grimaldi 39.00 02.01.25
24.01.25 Grimaldi 39.00 02.01.25
28.01.25 SBC 6638.17 07.01.25
31.01.25 Grimaldi 39.00 07.01.25
08.01.25
08.01.25
08.01.25
09.01.25
10.01.25
15.01.25
8780.17 156.00 15.01.25
15.01.25
16.01.25
22.01.25
22.01.25
22.01.25
23.01.25
29.01.25
29.01.25
29.01.25
30.01.25

8936.17

alance

23,447.17 Agreed with Bank

For Totals
Name Purpose Amount Wages
HMRC
Izard C Wages 248.00 Rent
Belton S Wages 231.00 Sundries
Murft J Wages 202.48 Ofce
Pagliocca M Wages 192.94
Pre School Visa Sundries 330.18
HMRC PAYE 250.00
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Plan.com Internet/Phone 54.80
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
5006.68
Closing Balance 27,376.66

4371.70 250.00 330.18 54.80 5006.68

Income and Expenditure for Humpty Dumpty Pre School

Financial Year April 2024 to March 2025 Opening Ba
Income Debits
Date Name Funding GrBank TransTotal Date
07.03.25 Grimaldi 39.00 03.03.25
21.03.25 Grimaldi 39.00 05.03.25
25.03.25 SBC 5812.33 05.03.25
05.03.25
06.03.25
11.03.25
12.03.25
12.03.25
12.03.25
13.03.25
19.03.25
5812.33 78.00 19.03.25
19.03.25
20.03.25
24.03.25
26.03.25
26.03.25
26.03.25
27.03.25

5890.33

alance 27,969.55

Agreed with Bank

Name Purpose Amount
0
Pre School Visa Sundries 423.29
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Plan.com Internet/Phone 54.80
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
DOC All Saints Rent 1366.20
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
5341.57
Closing Balance 28,518.31

For Totals Wages HMRC Rent Sundries Office

3497.28 1366.20 423.29 54.80

Income and Expenditure for Humpty Dumpty Pre School

Financial Year April 2024 - March 2025

Income Debits
Date Name Funding GranBank Transfer Total Date
0 0
07.02.25 Grimaldi 39.00 05.02.25
14.02.25 Grimaldi 39.00 05.02.25
25.02.25 SBC 6581.41 05.02.25
28.02.25 Grimaldi 39 05.02.24
05.02.25
05.02.25
05.02.25
06.02.25
11.02.25
12.02.25
12.02.25
6581.41 117.00 12.02.25
13.02.25
19.02.25
19.02.25
19.02.25
20.02.25
20.02.25
20.02.25
20.02.25
20.02.25
21.02.25
26.02.25
26.02.25
26.02.25
27.02.25

6698.41

Opening Balance 27,376.66 Agreed with Bank
For Totals
Name Purpose Amount Wages
Rent
Izard C Wages 248.00 Sundries
Belton S Wages 231.00 Other
Pagliocca M Wages 192.84 HMRC
Belton S Additional Hours 27.50 Ofce
Izard C Additional Hours 34.84
Murft J Additional 5.75
HMRC PAYE 250.00
Murft J Wages 202.48
Plan.com Internet/Wages 54.80
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
Pre School Visa Sundries 236.65
Pre School Visa Sundries 283.00
Izard C For Parking Permit 302.50
DOC All Saints Rent 1366.20
ICO Data protection 47.00
Izard C Wages 248.00
Belton S Wages 231.00
Pagliocca M Wages 192.84
Murft J Wages 202.48
6105.52
Closing Balance 27,969.55

3565.37 1366.20 519.65 302.50 250 101.80 2540.15

Income and Expenditure for the Financial Year April 1st 2023 to March 31s

Income
Opening Balance Funding Grant Bank Transfers Total
April 17303.95 3996.72 0 3996.72
May 16427.43 3996.72 3996.72
June 15301.04 6174.03 6174.03
July 16319.19 6718.55 6718.55
August 16759.94 5967.36 5967.36
September 18724.63 4538.30 58.50 4596.80
October 19489.55 6036.00 78.00 6114.00
November 21187.49 7036.02 156.00 7192.02
December 22540.13 6036.02 117.00 6153.02
January 23447.17 8780.17 156.00 8936.17
February 27376.66 6581.41 117.00 6698.41
March 27,969.65 5812.33 78.00 5890.33
71673.63 760.50 72434.13

st 2024

Expenditure

Expenditure
Wages HMRC Rent Ofce Sundries Other Total
3479.96 208.00 1016.40 61.09 107.79 4873.24
4272.00 0 0 61.09 790.02 5123.11
3467.60 208.00 1366.00 114.28 0 5155.88
4069.52 1593.00 173.28 342.00 100.00 6277.80
3620.08 64.28 318.31 4002.67
3517.60 250.00 64.28 3831.88
4351.76 64.30 4416.06
3497.28 500.00 1366.20 54.80 406.10 15.00 5839.38
3497.28 1593.90 54.80 100.00 5245.98
4371.70 250.00 54.80 330.18 5006.68
3565.27 250.00 1366.20 101.80 519.65 302.50 6105.42
3497.28 1366.20 54.80 423.29 5341.57
45207.33 1666.00 9667.90 923.60 2447.32 1307.520 61219.67
61219.67
Closing Balance agreed at bank for the Year 28518.41
28518.41

Closing Balance

16427.43 Totals 15301.04 Wages 16319.19 HMRC 16759.94 Rent 18724.63 Office 19489.55 Other 21187.49 22540.13 23447.17 27376.66 27969.65 28,518.41

Agreed at Bank

08.04.24 107.79

Visa Reconciliation for credit card bill

Visa Reco nciliation for credit c ard bill Apr-24
Ofce Cleaning Sundries and Equipment
20.03.24 Waitrose 2.80
20.03.24 Curry's 43.98
20.03.24 The Range 1.00
24.03.24 Scotts 6.99
24.03.24 Factory Shop 3.99
25.03.24 Tesco 16.25
27.03.24 Security Watchdog
10.04.24 Scots 14.97
11.04.24 Farmfoods 6.93
12.04.24 Amazon 5.09
15.04.24 Amazon 2.99
16.04.24 Amazon 18.98
79.99
43.98 79.99
Balance brought forward 143.92
Expenditure 171.98
Other Total Payments 107.79
2.80 159.15
43.98
1.00 Balance 48.96
6.99
3.99
16.25
48.01 48.01
14.97
6.93
5.09
2.99
18.98
48.01 171.98

Repaid to Carolyn 41812024

Visa reconciliation for May 2024 Bill

Date Name Ofce Cleaning Sundries and equipment
4/17/2024 Tesco 4.65
4/19/2024 B & M 1.75
4/19/2024 Home Bargains 8.98
4/22/2024 Currys 59.98
4/24/2024 Home Bargains 5.67
4/26/2024 The Range 16.33
4/29/2024 Currys 18.99
5/1/2025 Amazon 5.99
5/6/2024 Amazon 8.99
5/6/2024 Amazon 3.99
5/8/2024 Tesco 5.95
5/15/2024 Tesco 39.05
5/16/2024 Tapestry EYFS 162.00
240.97 10.60 90.75
Total Balance brought forward 48.95
4.65 Payment 48.95 CMI
1.75 Repaid to Carolyn
8.98 Expenditure 342.33 CMI
59.98
5.67
16.33
18.99
5.99
8.99
3.99
5.95
39.05
162.00 Online reporting
342.32

\visa reconciliation for June Bill 2024

Date Name Ofce Cleaning Sundries, Resources Other
5/16/2024 Factory Shop 13.41
5/24/2024 Amazon 1.99
5/27/2024 Amazon 38.30
5/30/2024 Hobbycraft 1.00
5/30/2024 Amazon 5.99
6/3/2024 Tesco 10.50
6/3/2024 Amazon 8.99
5/4/2024 Amazon 3.99
6/7/2024 Co-Op 1.90
6/11/2024 Tesco 9.15
8.99 86.23
95.22
Balance brought forward 342.33
l
Payment Made 342.33
13.41 Repaid to Carolyn
1.99 Expenditure 95.22
38.30
1.00
5.99
10.50
8.99 Prime
3.99
1.90
9.15
95.22

Total

61712024

Visa Reconciliation for the July Bill 2024

Date Name Ofce Cleaning/Kitchen Sundries and Resources
6/11/2024 The Range 19.98 2.98
18-Jun Marks and Spencer 11.80
6/25/2024 Tesco 8.33
6/26/2024 Currys 44.97
7/3/2024 Amazon Prime 8.99
7/4/2024 Amazon 3.99
7/7/2024 Tesco 14.96
7/10/2024 Amazon 29.63
7/11/2024 Currys 59.97
7/14/2024 Waitrose 3.25
133.91 14.96 59.98
Balance brought forward
Other Total
22.96
11.80
8.33
44.97
8.99
3.99
14.96
29.63
59.97
3.25
208.85 208.85
95.22
Balance Brought Forward 95.22
Payments 95.22
Repaid to Carolyn
Expenditure 208.85

71912024 CMI

Date Name Ofce Cleaning & Kitchen
7/16/2024 Factory Shop
7/18/2024 Tesco 4.50 1.80
7/18/2024 Tesco
7/24/2024 Amazon
8/3/2024 Amazon Prime 8.99
8/4/2024 Amazon
8/10/2024 Amazon 18.38
31.87 1.80
Sundries and Resources Other Total
17.77 17.77 Balance brought forw
36.95 43.25 Payment
3.00 3.00 Overpayment
5.51 21.45 26.96 Expenditure
8.99 Repaid to Carolyn
4.99 4.99 Balance left owing
18.38
123.34
68.22 21.45 123.34

ard 208.85 313.81 CMIzard 7/7/24 104.96 123.34 8/8/2024 18.38

Date Name Ofce Cleaning & Kitchen Sundries and Resources Cleaning & Kitchen Sundries and Resources
8/26/2024 Garden Centre 7.50
9/4/2024 Amazon Prime 8.99
9/4/2024 Factory Shop 2.50
9/5/2024 Amazon Prime 4.99
9/5/2024 Home Bargains 1.18
9/11/2024 Tesco 10.74
9/12/2024 WWW.Gov
9/12/2024 Factory SHop 4.36 14.00
9/14/2024 Waitrose 6.66
13.35 10.74 36.83
Other Total
7.50
8.99
2.50
4.99
1.18
10.74
15.00 15.00
18.36
6.66
15.00
75.92
75.92

Balance brought forward Payment Repaid to Carolyn Expenditure

18.38 18.38 CM Izard 11109124 75.92

Reconciliation of October Visa Bill 2024

Date Name Ofce Cleaning & Kitchen Sundries and Resources Cleaning & Kitchen Sundries and Resources
9/17/2024 Tesco 2.35
9/18/2024 Ikea 9.00 13.00 74.25
9/19/2024 Currys 27.99
9/25/2024 Amazon 46.97
9/30/2024 Currys 59.98
9/30/2024 Home Bargains
9/30/2024 Hobbycraft 11.00
10/4/2024 Amazon Prime 8.99
10/4/2024 Amazon 4.99
10/8/2024 Tesco 11.39
10/10/2024 Amazon 12.99
10/14/2024 Amazon 28.47
105.96 24.39 181.02

Other Total

2.35 Opening Balance 75.92
96.25 Payment by CMI 75.92
27.99 Repaid to CMI 11/7/2024
46.97
59.98 Expenditure 330.18
18.81 18.81
11.00
8.99
4.99
11.39
12.99
28.47
18.81
330.18 330.18
Visa Reconcilliation for
Date Name Ofce Cleaning & Kitchen
10/21/2024 Tesco
10/21/2024 The Range
10/22/2024 Waitrose 14.90
10/23/2024 Amazon 29.99
10/24/2024 Hobbycraft
10/25/2024 The Range
10/31/2024 AMazon
11/1/2024 The Range 9.99
11/4/2024 Amazon 4.99
11/5/2024 Flying Tiger
11/7/2024 Londis
11/11/2024 Amazon
11/12/2024 Amazon Prime 8.99
11/12/2024 The Factory Shop
13.98 54.88

the month of November 2024

Sundries and Resources Other Total
48.82 48.82 Balance 330.18
5.98 5.98 Payment 330.18
14.90 Repaid to Carolyn 330.18
29.99 Expenditure 236.65
7.00 7.00
7.58 7.58
25.43 25.43
9.99
4.99
6.00 6.00
3.79 3.79
45.19 45.19
8.99
18.00 18.00
236.65
149.79 18.00 236.65

Carolyn Izard 11712025 423.29 to Carolyn 313125

Visa Reconciliation for December 2024 Visa

Date Name Ofce Cleaning & Kitchen
11/20/2024 Tesco 7.14
11/21/2024 Waitrose
11/25/2024 Currys
11/27/2024 The Factory Shop
11/28/2024 Amazon
12/2/2024 Asda
12/3/2024 Tesco
11/4/2024 Gompels 60.59
12/4/2024 Amazon Prime 8.99
12/4/2024 Amazon 4.99
12/9/2024 Microsoft 79.99
12/11/2024 Waitrose
93.97 67.73
Sundries and Resources Other Total Opening Balance
Payment
5.30 12.44 Repaid to Carolyn
3.87 3.87
69.98 69.98
21.31 21.31 Expenditure
32.88 32.88
26.00 26.00
4.50 4.50
60.59
8.99
4.99
79.99
6.75 6.75
170.59
332.29 332.29

236.65 236.65 by C Izard 12/11/2024 236.65 20.02.25

332.29

Visa reconciliation for January 2025 Bill

Date Name Ofce Cleaning & Kitchen Sundries and Resources Cleaning & Kitchen Sundries and Resources
17.12.24 Tesco 18.00
18.12.24 Waitrose 18.60
18.12.24 The Range
19.12.24 Co-Op 6.60
03.01.25 Amazon Prime 8.99
04.01.25 Amazon Prime 4.99
04.01.25 Tesco 8.33
06.01.25 The Range
07.01.25 Tesco 7.04
08.01.25 Currys 79.97
10.01.25 Gulshan
1/11/2025 Amazon 2.99
1/11/2025 Waitrose 5.00
118.55 8.33 33.63
Other Total Opening Balance 332.29
Amount Paid 332.29 by Carolyn Izard on 9/
18.00
18.60 Amount repaid to Carolyn 330.18 Don’t know
21.46 21.46
6.60 Expenditure 283.00
8.99
4.99
8.33
15.98 15.98
7.04
79.97
85.05 85.05
2.99
5.00
122.49
283.00
283.00

11125 v why the payment was different from bill!

Reconciliation for Visa Bill 2025

Date Name Ofce Cleaning & Kitchen Sundries and Resources Cleaning & Kitchen Sundries and Resources
2/17/2025 SumUp
2/21/2025 Waitrose 10.85
2/21/2025 The Range 2.78 2.49
2/23/2025 Furniture@work 195.60
2/23/2025 Gompels 104.92
2/28/2025 B&M 6.00
2/28/2025 Home Bargains 1.58
2/4/2025 Amazon Prime 8.99
2/4/2025 Amazon Music 4.99
2/5/2025 Amazon 13.56
2/5/2025 Tesco 11.00
2/10/2025 Home Bargains 0.99 5.55 3.99
12.76 132.32 228.21
Other Total
50.00 50.00 Amount Brought forward 283.00
10.85 Amount paid by Carolyn I 283.00 on
5.27
195.60 Amount repaid to Carolyn I 283.00 on
104.92
6.00 Expenditure 423.29
1.58
8.99
4.99
13.56
11.00
10.53
50.00 423.29
423.29

612125 20th February

Date Name Ofce Cleaning & Kitchen Sundries and Resources Cleaning & Kitchen Sundries and Resources
2/17/2025 The Range 10.98
2/17/2025 Currys 69.98
2/26/2025 Waitrose 22.40 3.21
2/28/2025 Amazon 18.95
3/3/2025 Factory Shops 1.09 6.87
3/3/2025 The Range 9.86
3/5/2025 Ikea 16.25
3/5/2025 Co-op 3.32
3/12/2025 Tesco 24.53
3/12/2025 Tesco 13.9 8.78
3/13/2025 Co-Op 1.65
71.07 54.20 86.5
Other Total
10.98
69.98
25.61
18.95
7.96
9.86
16.25
3.32
24.53
22.68
1.65
211.77

Balance Brought Forward Amount Paid Amount paid to Carolyn

Expenditure

211.77

423.29 423.29 CMI 423.29 31312025 211.77

Ofce Cleaning, Kitchen, Maintenance
April 43.98
May 240.97 10.60
June 8.99
July 133.91 14.96
August 31.87 1.80
September 13.35 10.74
October 105.96 24.39
November 13.98 54.88
December 93.97 67.73
January 118.55 8.33
February 12.76 132.32
March 71.07 54.20
889.36 379.95
Resources and Sundries Other Total
79.99 48.01 171.98
90.75 342.32 107.79
86.23 95.22 107.79
59.98 208.85
68.22 21.45 123.34
36.83 15.00 75.92
181.02 18.81 330.18
149.79 18.00 236.65
170.59 332.29
33.63 122.49 283.00
228.21 50.00 423.29
86.50 211.77
1271.74 293.76 2834.81