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2020-03-31-accounts

Lowmoor Pre School Charitable Incorporated Organi5ation Trustees. Annual Report {¢0ntirt￿J Year ended 31 March 2020 Financial review The Pre School has had another excellent year with income exceeding expenditure by £60,557. The funds generated will be applied in the next fews years to further upgrade the facilities and extend the experiences that can be offered to the children. Plans for future periods The Trustees plans for the future include opening more employment opportunities within the local community with looking to open another company with a specialist interest It is hoped to hold an open day for the community for potential parents and children. The outdoor area is to be updated to promote learning outdoors *urther and to take the children to sing in local care homes. Small company provisions This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption. The trustees, annual report was approved on 21 December 2020 and signed on behalf of the board of trustees by.. Ms A Rumnev Trustee

COMPANY REGISTRATION NUMBER: CE012933

CHARITY REGISTRATION NUMBER: 1176681

Lowmoor Pre School

Charitable Incorporated Organisation

Unaudited Financial Statements

31 March 2020

Lowmoor Pre School

Charitable Incorporated Organisation

Financial Statements

Year ended 31 March 2020

Page
Trustees' annual report 1
Independent examiner's report to the trustees 4
Statement of financial activities (including income and expenditure account) 6
Statement of financial position 7
Notes to the financial statements 8
The following pages do not form part of the financial statements
Detailed statement of financial activities 17
Notes to the detailed statement of financial activities 18

Lowmoor Pre School

Year ended 31 March 2020

Charitable Incorporated Organisation

Trustees' Annual Report

The trustees, who are also the directors for the purposes of company law, present their report and the unaudited financial statements of the charity for the year ended 31 March 2020.

Reference and administrative details

Registered charity name Lowmoor Pre School Charity registration number 1176681 Company registration number CE012933 Principal office and registered Lowmoor Evangelical Church office Wigton CA7 9QP

The trustees

Ms K Haigh Ms A Rumney Ms A Thompson Independent examiner Andrew Irving 49 High Street Wigton Cumbria CA7 9NJ

Structure, governance and management

Lowmoor Pre School is situated in the Evangelical Church in Wigton, Cumbria. It operates 50 weeks of the year between 8.00am - 5.00pm, Monday - Friday.

It provides childcare for the community up to school reception age and offers after-school care for reception children.

The Pre School is a Charitable Incorporated Organisation (CIO) and is run by a committee of 3 people consisting of a Chairperson, secretary and Treasurer who meet once a term and hold an AGM annually. The day to day running of the pre school is undertaken by a team of 12 full-time and parttime staff.

- 1 -

Lowmoor Pre School

Charitable Incorporated Organisation

Trustees' Annual Report (continued)

Year ended 31 March 2020

Objectives and activities

The Pre school aims to provide a child friendly, safe and secure environment to enhance the development and education of children and to promote their social, intellectual and physical development through play, to hopefully then prepare a smooth transition to school

Children are encouraged to develop self-confidence and self-esteem and to feel valued as individuals. They are regularly observed and their progress planned.

The Trustees endeavour to honour the trust which parents put in the Pre school to nurture their children and give them quality care, whilst working within the guidelines of the early years foundation stage.

The Pre school aims to work as partners with parents and carers and offer flexibility that allows each child's individual needs to be met, to promote equality and the inclusion of each child and their family.

The Trustees promote the professional development of all staff, to ensure they provide high quality experiences for all the children.

Achievements and performance

The Pre school follows the early year's foundation stage to influence further school success with children doing varied activities throughout the year to achieve their goals. This is done through a curriculum of learning through play, initiated activities and planned play by staff.

All children have key members of staff allowing them to bond and get the best from children and parents.

The children are recognised at an early stage by staff if they have a SEN or early help requirement which is put into practice through observations and assessments, allowing meetings with family members and other agencies to promote their learning and wellbeing.

All staff are well qualified with lots of hand-on experience, keeping up to date with relevant training and requirements.

Termly supervisions are held with the committee/manager to reflect practice and children's learning, giving feedback on improvements and achievements which then allows planning for improvement in the next year.

The pre school has built up a good reputation in the community through word of mouth from past and present parents, outside agencies and local schools which has led to an increase of numbers of children attending.

- 2 -

Lowmoor Pre School

Charitable Incorporated Organisation

Trustees' Annual Report (continued)

Year ended 31 March 2020

Financial review

The Pre School has had another excellent year with income exceeding expenditure by £60,557.

The funds generated will be applied in the next fews years to further upgrade the facilities and extend the experiences that can be offered to the children.

Plans for future periods

The Trustees plans for the future include opening more employment opportunities within the local community with looking to open another company with a specialist interest

It is hoped to hold an open day for the community for potential parents and children.

The outdoor area is to be updated to promote learning outdoors further and to take the children to sing in local care homes.

Small company provisions

This report has been prepared in accordance with the provisions applicable to companies entitled to the small companies exemption.

The trustees' annual report was approved on 21 December 2020 and signed on behalf of the board of trustees by:

Ms A Rumney Trustee

- 3 -

Lowmoor Pre School

Charitable Incorporated Organisation

Independent Examiner's Report to the Trustees of Lowmoor Pre School

Year ended 31 March 2020

I report to the trustees on my examination of the financial statements of Lowmoor Pre School ('the charity') for the year ended 31 March 2020.

Responsibilities and basis of report

As the trustees of the company (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements 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 the 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

Since the charity’s gross income exceeded £250,000 your examiner must be a member of a body listed in section 145 of the 2011 Act. I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

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 charity as required by section 386 of the 2006 Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements 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 financial statements 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).

- 4 -

Lowmoor Pre School

Charitable Incorporated Organisation

Independent Examiner's Report to the Trustees of Lowmoor Pre School (continued)

Year ended 31 March 2020

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.

Andrew Irving Independent Examiner 49 High Street Wigton Cumbria CA7 9NJ

21 December 2020

- 5 -

Lowmoor Pre School

Charitable Incorporated Organisation

Statement of Financial Activities (including income and expenditure account)

Year ended 31 March 2020

2020 2020 2019
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Charitable activities 5 252,274 252,274 251,351
  
Total income 252,274 252,274 251,351
  
Expenditure
Expenditure on charitable activities 6,7 192,747 192,747 189,302
  
Total expenditure 192,747 192,747 189,302
  
  
Net income and net movement in funds 59,527 59,527 62,049
  
Reconciliation of funds
Total funds brought forward 88,056 88,056 26,007
  
Total funds carried forward 147,583 147,583 88,056
  

The statement of financial activities includes all gains and losses recognised in the year. All income and expenditure derive from continuing activities.

The notes on pages 8 to 15 form part of these financial statements.

- 6 -

Lowmoor Pre School

Charitable Incorporated Organisation

Statement of Financial Position

31 March 2020

2020 2019
Note £ £
Fixed assets
Tangible fixed assets 13 2,010
Current assets
Cash at bank and in hand 148,295 88,056
Creditors: amounts falling due within one year 14 2,722
 
Net current assets 145,573 88,056
 
Total assets less current liabilities 147,583 88,056
 
Funds of the charity
Unrestricted funds 147,583 88,056
 
Total charity funds 15 147,583 88,056
 

For the year ending 31 March 2020 the charity was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

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

These financial statements were approved by the board of trustees and authorised for issue on 21 December 2020, and are signed on behalf of the board by:

Ms A Rumney Trustee

The notes on pages 8 to 15 form part of these financial statements.

- 7 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements

Year ended 31 March 2020

1. General information

The charity is a public benefit entity and a private company limited by guarantee, registered in England and Wales and a registered charity in England and Wales. The address of the registered office is Lowmoor Evangelical Church, Wigton, CA7 9QP.

2. Statement of compliance

These financial statements have been prepared in compliance with FRS 102, 'The Financial Reporting Standard applicable in the UK and the Republic of Ireland', the 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) (Charities SORP (FRS 102)) and the Companies Act 2006.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Disclosure exemptions

The entity satisfies the criteria of being a qualifying entity as defined in FRS 102. As such, advantage has been taken of the following disclosure exemptions available under paragraph 1.12 of FRS 102:

(a) No cash flow statement has been presented for the company. b) Disclosures in respect of financial instruments have not been presented.

- 8 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

3. Accounting policies (continued)

Judgements and key sources of estimation uncertainty

The preparation of the financial statements requires management to make judgements, estimates and assumptions that affect the amounts reported. These estimates and judgements are continually reviewed and are based on experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. There were no judgements (apart from those involving estimations) that management has made in the process of applying the entity's accounting policies that have had any significant effect on the amounts recognised in the financial statements. Accounting estimates and assumptions are made concerning the future and, by their nature, will rarely equal the related actual outcome. There were no assumptions and other sources of estimation uncertainty that have had a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next financial year.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Designated funds are unrestricted funds earmarked by the trustees for particular future project or commitment.

Restricted funds are subjected to restrictions on their expenditure declared by the donor or through the terms of an appeal, and fall into one of two sub-classes: restricted income funds or endowment funds.

- 9 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

3. Accounting policies (continued)

Incoming resources

All incoming resources are included in the statement of financial activities when entitlement has passed to the charity; it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

- 10 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

3. Accounting policies (continued)

Resources expended

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is classified under headings of the statement of financial activities to which it relates:

All costs are allocated to expenditure categories reflecting the use of the resource. Direct costs attributable to a single activity are allocated directly to that activity. Shared costs are apportioned between the activities they contribute to on a reasonable, justifiable and consistent basis.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses. Any tangible assets carried at revalued amounts are recorded at the fair value at the date of revaluation less any subsequent accumulated depreciation and subsequent accumulated impairment losses.

An increase in the carrying amount of an asset as a result of a revaluation, is recognised in other recognised gains and losses, unless it reverses a charge for impairment that has previously been recognised as expenditure within the statement of financial activities. A decrease in the carrying amount of an asset as a result of revaluation, is recognised in other recognised gains and losses, except to which it offsets any previous revaluation gain, in which case the loss is shown within other recognised gains and losses on the statement of financial activities.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Equipment - 10% - 25% reducing balance

- 11 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

4. Charity structure

The charity is a Charitable Incorporated Organisation - Company number CE012933

5. Charitable activities

Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
LEA Grant 150,913 150,913 131,323 131,323
Fee Income 101,361 101,361 120,028 120,028
   
252,274 252,274 251,351 251,351
   
Expenditure on charitable activities by fund type
Unrestricted Total Funds Unrestricted Total Funds
Funds 2020 Funds 2019
£ £ £ £
Nursery care 186,245 186,245 184,635 184,635
Support costs 6,502 6,502 4,667 4,667
   
192,747 192,747 189,302 189,302
   

6. Expenditure on charitable activities by fund type

7. Expenditure on charitable activities by activity type

Activities
undertaken Total funds Total fund
directly Support costs 2020 2019
£ £ £ £
Nursery care 186,245 6,502 192,747 189,302
   

8. Analysis of support costs nursery care

Analysis of
support costs
Nursery care Total 2020 Total 2019
£ £ £
General office 3,489 3,489 3,742
Governance costs 3,013 3,013 924
  
6,502 6,502 4,666
  

- 12 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

9. Net income

Net income is stated after charging/(crediting):

Net income is stated after charging/(crediting):
2020 2019
£ £
Depreciation of tangible fixed assets 553
 
10. Independent examination fees
2020 2019
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 680 640
 
11. Staff costs
The total staff costs and employee benefits for the reporting period are analysed as follows:
2020 2019
£ £
Wages and salaries 158,338 156,884
 

The average head count of employees during the year was 12 (2019: 12). The average number of full-time equivalent employees during the year is analysed as follows:

of full-time equivalent employees during the year is analysed as follows:
2020 2019
No. No.
Number of staff - Nursery care 12 12
 

No employee received employee benefits of more than £60,000 during the year (2019: Nil).

12. Trustee remuneration and expenses

No remuneration or other benefits from employment with the charity or a related entity were received by the trustees.

- 13 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

13. Tangible fixed assets

Equipment
£
Cost
At 1 April 2019
Additions 2,563

At 31 March 2020 2,563

Depreciation
At 1 April 2019
Charge for the year 553

At 31 March 2020 553

Carrying amount
At 31 March 2020 2,010

At 31 March 2019

Creditors: amounts falling due within one year
2020 2019
£ £
Trade creditors 2,722
 
Analysis of charitable funds
Unrestricted funds
At
At 31 March 202
1 April 2019 Income Expenditure 0
£ £ £ £
General funds 88,056 252,274 (192,747) 147,583
   
At
At 31 March 201
1 April 2018 Income Expenditure 9
£ £ £ £
General funds 26,007 251,351 (189,302) 88,056
   

14. Creditors: amounts falling due within one year

15. Analysis of charitable funds

- 14 -

Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Financial Statements (continued)

Year ended 31 March 2020

16. Analysis of net assets between funds

Unrestricted Total Funds
Funds 2020
£ £
Tangible fixed assets 2,010 2,010
Current assets 148,295 148,295
Creditors less than 1 year (2,722) (2,722)
 
Net assets 147,583 147,583
 
Unrestricted Total Funds
Funds 2019
£ £
Tangible fixed assets
Current assets 88,016 88,016
Creditors less than 1 year
 
Net assets 88,016 88,016
 

- 15 -

Lowmoor Pre School

Charitable Incorporated Organisation

Management Information Year ended 31 March 2020

The following pages do not form part of the financial statements.

- 16 -

Lowmoor Pre School

Charitable Incorporated Organisation

Detailed Statement of Financial Activities

Year ended 31 March 2020

2020 2019
£ £
Income and endowments
Charitable activities
LEA Grant 150,913 131,323
Fee Income 101,361 120,028
 
252,274 251,351
 
 
Total income 252,274 251,351
 
Expenditure
Expenditure on charitable activities
Purchases 7,616 4,067
Wages and salaries 158,338 156,884
Rent 9,000 10,500
Repairs and maintenance 5,786 6,126
Insurance 662 603
Legal and professional fees 2,460 924
Telephone 348 443
Other office costs 926 1,397
Depreciation 553
Presents and trips 1,648 2,799
Equipment and toys 1,921 1,816
Other office costs 3,489 3,743
 
192,747 189,302
 
 
Total expenditure 192,747 189,302
 
 
Net income 59,527 62,049
 

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Lowmoor Pre School

Charitable Incorporated Organisation

Notes to the Detailed Statement of Financial Activities

Year ended 31 March 2020

2020 2019
£ £
Expenditure on charitable activities
Nursery care
Activities undertaken directly
Consumables 7,616 4,067
Wages 158,338 156,884
Rent 9,000 10,500
Repairs & maintenance 5,786 6,126
Insurance 662 603
Telephone 348 443
Printing and stationery 926 1,397
Equipment and toys 1,648 2,799
Presents and trips 1,921 1,816
 
186,245 184,635
 
Support costs
Accountancy fees 2,460 924
Depreciation 553
Other office costs 3,489 3,743
 
6,502 4,667
 
 
Expenditure on charitable activities 192,747 189,302
 

- 18 -

INDEPENDENT EXAMINERS, REPORT TO THE TRUSTEES OF LOWMOOR PRE SCHOOL LOWMOOR ROAD, WIGTON ON THE ACCOUNTS FOR THE PERIOD ENDED 31 MARCH 2019 CHARITY NUMBER 1176681 I report to the trustees on my examination of the accounts of the above charity 1.the Trust°} for the period ended 31 March 2019. Respertlve responslbllltles of trustees and examlner As the charity trustees of the Trust. you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Att 20111.the Act"). I report in respect of my examination of the Trusvs accounts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed the applicable Directions given by the Charity Commission under section 14515)Ib) of the Act. Independent examiners, statement I have completed my examination. I confirm that no material matters have come to my attention in connettion with the examination which gives me cause to believe that in, any materia15 respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Andrew Peter Irving FCA Saint & Co Chartered Accountants 49 High Street Wigton 9 October 2019

LOWMOOR PRE SCHOOL ECEIPTS AND PAYMENTS ACCOUPU FOR THE PERIOD ENDED 16 JANUARY 2018 to 31 MARCH 2019 Perfod to 31.03.19 INCOME.. Fees- Parents Grants 120.027.54 131,322.82 251.350.36 EXPENDITURE: Premises Vvages Constjmables Insurance Administration Equipment Telephone and intemet Sundry expEnses 10,500.00 156,884.1 S 4,£￿7.41 02.69 1,127.83 8,275.26 442.82 7,401.01 189,301.17 Surplus lor thè Yèar 62,049.19 STATEMENT F ASSEfs AND LIABILITIES AT 31 MARCH 2019 OpeniryJ Balance Add: Surplus for the Year Balance cjf 26,C(J6.77 62,049.19 88,055.96 Represented by. Natwest. Current ACCc￿ Cash in Hand 88.055.96