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2022-07-31-accounts

Trustee Report 2022

The trustee are pleased the pre-school has opened with a good amount of children and it looks like a promising year.

Staffing still seems to be an issue, finding a keeping staff is a problem but this seems to be a general problem in the country, especially early years. It is disappointing that we have been unable to find an admin person again as this is taking up a lot more of Marie’s time, this has been ok this year as Marie has been working from home on reduced hours due to breast cancer.

Great news to see that Claudia is getting on so well with her level 3, and that there is potential for an apprentice.

We will be looking into updating the Log Cabin this year so that it last longer and is more useable for the children.

The toilet sheds have been amazing and we have also got funding from the CLT for hand washing stations.

Things are looking really good and next year is also looking like it is going to be good.

The managers report sums up the feelings of the pre-school at present.

We will also organise the changes to the trustee as Helen and Sarah are coming off and Kay is coming on.

~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~ ~~Funkee~~
Date Detail Total DCC Fees
Munkees

Holiday
Club
Clothing Book
**Bags **
Donatio
ns
8/17/2021 Amazon SMILE £ 7.75 £ 7.75
8/27/2021 Dorset Council £ 7,614.51 £ 7,614.51
9/14/2021 Sitch Rebecca & Rosa £ 10.00 £ 10.00
HalseyKate & George £ 10.00 £ 10.00
9/22/2021 Tweed Stephanie & Rupert £ 5.00 £ 5.00
9/28/2021 Johnson-Hills(Roxy) £ 14.00 £ 14.00
Archard(Alex) £ 14.00 £ 14.00
9/29/2021 Gillan SP&BL £ 28.78 £ 28.78
9/30/2021 Sitch Rebecca & Rosa £ 5.00 £ 5.00
Wilkiinson(Karlie) £ 427.00 £ 427.00
Llewelyn-Jones(Thorin) £ 10.50 £ 10.50
10/4/2021 Smith(Albany) £ 7.00 £ 7.00
Perry (Imelda) £ 3.50 £ 3.50
Powell(Reggie) £ 57.58 £ 57.58
Aron Guppy (Grace) £ 318.50 £ 318.50
10/5/2021 Partridge(Ivy) £ 7.00 £ 7.00
Adshead O'Shea(Jen & Bodhi) £ 5.00 £ 5.00
M Thomson(Rex) £ 414.40 £ 414.40
10/6/2021 Yates LE(Ilsa) £ 14.00 £ 14.00
Sitch Rebecca & Rosa £ 5.00 £ 5.00
FelicityEnglish(Theo) £ 5.00 £ 5.00
10/8/2021 Hedges W(Rocco) £ 10.50 £ 10.50
10/12/2021 Shaw, (Emersen) £ 546.85 £ 546.85
Campbell(Ava) £ 6.00 £ 6.00
D Langford £ 331.52 £ 331.52
10/18/2021 Fennell £ 26.00 £ 21.00
10/19/2021 J Powell(Reggie)Xmas Cards £ 20.00
Wood Lauren(Grace) £ 5.00
Partridge(Ivy) £ 7.00 £ 7.00
Richards AH&TH(Olive) £ 577.95 £ 577.95
Adventure Tots ClosingBalance £ 235.64
10/20/2021 S Campbell & Shaw(Ava) £ 5.00
Adventure Tots ClosingBalance £ 200.00
S Campbell & Shaw(Ava) £ 12.25 £ 12.25
Johnson-Hills(Roxy) £ 14.00 £ 14.00
10/21/2021 A Wilkinson(Karlie) £ 5.00
10/22/2021 L Thomas(Heath) £ 273.93 £ 273.93
L Thomas(Heath) £ 309.05 £ 309.05
10/25/2021 A Wilkinson(Karlie) £ 414.40 £ 414.40
J Powell(Reggie) £ 57.58 £ 57.58
10/26/2021 FelicityEnglish(Theo) £ 5.25 £ 5.25
10/27/2021 Dorset Council £ 10,696.14 £ 10,696.14
10/28/2021 D Langford(Dora) £ 332.92 £ 332.92
11/1/2021 Aron Guppy (Grace) £ 309.05 £ 309.05
11/3/2021 Dorset Council £ 1,500.00 £ 1,500.00
Adshead O'Shea(Jen & Bodhi) £ 5.00 £ 5.00
11/5/2021 National Savings(Rex) £ 414.40 £ 414.40
11/5/2021 S Tweed(Rupert) £ 5.00 £ 5.00
11/8/2021 Shaw C&C(Emerson) £ 621.60 £ 621.60
Richards AH&TH(Olive) £ 621.60 £ 621.60
11/9/2021 Partridge(Ivy)Xmas Cards £ 10.00
11/10/2021 Sitch Rebecca & Rosa £ 10.00 £ 10.00
Yates LE(Ilsa) £ 14.00 £ 14.00
11/11/2021 Smith(Albany) £ 7.00 £ 7.00
Gillan SP&BL(Tyler) £ 49.49 £ 49.49
Perry (Imelda) £ 3.50 £ 3.50
11/16/2021 Wood Lauren(Grace) £ 10.00
Llewelyn-Jones(Thorin) £ 7.00 £ 7.00
11/22/2021 Hedges W(Rocco) £ 10.50 £ 10.50
Richards AH&TH(Olive) £ 12.00
11/29/2021 HobbyFarm(Alice) £ 28.00 £ 28.00
11/30/2021 Fennell £ 21.00 £ 21.00
12/1/2021 Sitch Rebecca & Rosa £ 5.00 £ 5.00
12/2/2021 Staff meal deposit(7x£5)xref H&H £ 35.00
12/3/2021 Dorset Council £ 4,250.00
M Thomson(Rex) £ 20.00
A Wilkinson(Karlie) £ 15.00
12/6/2021 FelicityEnglish(Theo) £ 20.00
Shaw C&C(Emerson) £ 20.00
12/7/2021 Gillan SP&BL(Tyler) £ 25.00
Hedges W(Rocco) £ 35.00
Perry (Imelda) £ 10.00
Richards AH&TH(Olive) £ 10.00
Lydia Redgrave(Dora) £ 10.00
Smith(Albany) £ 11.00
12/8/2021 Smith(Albany) £ 20.00
Gillan SP&BL(Tyler) £ 91.20 £ 91.20
J Powell(Reggie) £ 20.00
12/9/2021 Adshead O'Shea(Jen & Bodhi) £ 16.00 £ 16.00
12/10/2021 Partridge(Ivy) £ 5.00 £ 5.00
Partridge(Ivy) £ 24.00 £ 24.00
12/13/2021 Amazon SMILE Refund £ 5.82
Fennell £ 84.00 £ 84.00
12/14/2021 Thomas(Heath) £ 24.00
Thomas(Heath) £ 12.00
Powell(Reggie) £ 5.00

Total £ 31,507.66 £ 18,310.65 £ 8,023.80 £ 110.00 £ - £ - £ - £ 7.75

Fund
Raising
Local
Giving
Grants Other
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ 5.00 £ -
£ 20.00 £ -
£ 5.00 £ -
£ -
£ -
£ 235.64 £ -
£ 5.00 £ -
£ 200.00 £ -
£ -
£ -
£ 5.00 £ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ 10.00 £ -
£ -
£ -
£ -
£ -
£ -
£ 10.00 £ -
£ -
£ -
£ 12.00 £ -
£ -
£ -
£ -
£ 35.00 £ -
£ 4,250.00 £ -
£ 20.00 £ -
£ 15.00 £ -
£ 20.00 £ -
£ 20.00 £ -
£ 25.00 £ -
£ 35.00 £ -
£ 10.00 £ -
£ 10.00 £ -
£ 10.00 £ -
£ 11.00 £ -
£ 20.00 £ -
£ -
£ 20.00 £ -
£ -
£ -
£ -
£ 5.82 £ -
£ -
£ 24.00 £ -
£ 12.00 £ -
£ 5.00 £ -
£ -

£ - £ - £ - £ 329.00 £ - £ 4,250.00 £ 476.46 £ -

Date Detail Method Total Rent Snacks
8/2/2021 Whitchurch Village Hall SO £ 350.00 £ 350.00
8/6/2021 HPI Instant Ink DC £ 9.99
8/13/2021 Paypal *Apple storage DC £ 0.79
8/23/2021 XLN Telecom DD £ 76.97
9/1/2021 Whitchurch Village Hall SO £ 350.00 £ 350.00
9/6/2021 HPI Instant Ink DC £ 9.99
9/7/2021 Amazon DC £ 14.98
EYFS Tapestry Subscription BACS £ 121.20
9/8/2021 WM Morrisons DC £ 45.10 £ 45.10
9/9/2021 Becci gifts & garden sign BACS £ 38.56 £ 3.65
9/13/2021 Amazon DC £ 22.98
Amazon DC £ 15.76
Apple.com DC £ 0.79
Amazon DC £ 25.71
9/14/2021 Whitehorse Training BACS £ 410.00
Becci H&M Uniform BACS £ 47.88
9/15/2021 GB Group Plc DBS DC £ 64.00
Amazon DC £ 23.97
9/16/2021 Amazon DC £ 4.98
9/20/2021 Amazon DC £ 73.37
9/21/2021 Nest DD £ 74.43
9/22/2021 XLN Telecom DD £ 76.97
WM Morrisons DC £ 46.19 £ 46.19
9/28/2021 AJ Supplies BACS £ 33.54
9/30/2021 Amazon DC £ 20.78
GB Group Plc DBS DC £ 64.00
10/1/2021 Whitchurch Village Hall DD £ 350.00 £ 350.00
10/4/2021 Amazon DC £ 14.98
10/5/2021 TopSparks UK Ltd BACS £ 103.20
Consortium Early Years BACS £ 67.21
10/6/2021 GB Group Plc DBS BACS £ 64.00
HPI Instant Ink DC £ 9.99
10/7/2021 WM Morrisons DC £ 44.46 £ 44.46
10/13/2021 Annabel, Timpsons key BACS £ 6.50
Paypal *Apple storage DD £ 0.79
Amazon DC £ 2.75
Amazon DC £ 3.99
Amazon DC £ 5.95
Capita Recruitment DC £ 8.10
10/18/2021 Amazon DC £ 6.99
WM Morrisons (6mth Delivery Saver) DC £ 20.00 £ 20.00
10/20/2021 WM Morrisons DC £ 54.61 £ 54.61
10/21/2021 Axminster Printing DC £ 10.80
10/22/2021 XLN Telecom DC £ 77.58
10/26/2021 Bridport Building Supplies BACS £ 347.99
10/29/2021 To Reserve Account £ 5,000.00
11/1/2021 Whitchurch Village Hall DD £ 350.00 £ 350.00
11/2/2021 EY Alliance DD £ 109.25
11/4/2021 WM Morrisons DC £ 43.96 £ 43.96
11/5/2021 Amazon DC £ 32.54
11/8/2021 Amazon DC £ 22.99
HPI Instant Ink DC £ 35.49
11/8/2021 APPCloud Computers Marie £ 2,500.00
Lidl Marie £ 24.97
Next - Hoodies Marie £ 290.00
11/9/2021 BV & SM Johnson BACs £ 100.00 £ 100.00
AJ Supplies BACS £ 74.70
11/11/2021 Amazon DC £ 28.98
11/15/2021 Apple.com DD £ 0.79
Amazon DC £ 58.95
Amazon DC £ 222.83
11/17/2021 WM Morrisons DC £ 41.55 £ 41.55
11/22/2021 Amazon DC £ 12.42
XLN Telecom DC £ 76.97
11/25/2021 ICO DD £ 35.00
Donation to Wootton Defib Appeal CHQ748 £ 200.00
11/26/2021 The Works £ 36.00
11/27/2021 Amazon DC £ 249.53
12/1/2021 Whitchurch Village Hall DD £ 350.00 £ 350.00
WM Morrisons DC £ 62.83 £ 62.83
HighStreet Vouchers DC £ 329.25
12/6/2021 Hare & Hounds, xref to staff payment 2/12/21 £ 35.00
12/8/2021 HPI Instant Ink DD £ 9.99
WM Morrisons DC £ 59.91 £ 59.91
12/9/2021 Axminster Printing BACS £ 102.00
Bank statement and receipts input to 8/12/2
12/13/2021 Paypal *Apple storage DD £ 0.79
12/14/2021 Amazon DC £ 168.73
12/17/2021 Mrs M Winnett FPO £209.00
12/22/2021 XLN Telecom DD £ 76.97
12/23/2021 Mrs Bethan Gillan FPO £ 223.20
12/23/2021 Mrs Megan Llewlyn FPO £ 436.50
12/23/2021 Miss Frankie Simkiss FPO £ 590.18
12/23/2021 Mrs Claudia Thimbleby FPO £ 585.00
12/23/2021 Miss Lydia Redgrave FPO £ 387.00
12/23/2021 Miss A Forrest FPO £ 880.56
12/23/2021 Miss R Garner FPO £ 323.61
12/23/2021 Mrs H Roberts FPO £ 24.75
12/23/2021 Mrs M Winnett FPO £ 935.96
12/30/2021 Nest IT DD £ 78.70
1/4/2022 Whitchurch Village Hall SO £ 350.00 £ 350.00
1/4/2022 Mrs M Winnett - Millers FPO £ 18.99 £ 18.99
1/4/2022 Mrs M Winnett - Tescos FPO £ 23.25 £ 23.25
1/6/2022 Paypal HPI DEB £ 9.99
1/6/2022 WWW.TEALWASH.COM

£ 19,041.90 £ 2,200.00 £ 464.50

Renewal Renewal
Activitiy
Fixtures/

s/
Insuranc
Clothin
g for
PR &
Market
Fund
Raising

Staf
Staf
Unifor
Staf
Exps Fittings e resale ing Exps Training
m
Reward
£ 121.20
£ 410.00
£ 4.98
£ 73.37
£ 103.20
£ 67.21
£ 6.50
£ 8.10

£ 109.25 £ 32.54 £ 290.00

£ 35.00

£ 329.25

£ 102.00

21

£ 145.56 £ 109.70 £ 273.55 £ - £ - £ 102.00 £ 442.54 £ 290.00 £ 329.25

Garden
Activiti Gifts
Recruit Phone Cleanin es/ Garden for
ment &
Printer g & Genera Resour Fixtures/
Childre
Exps Internet Ofce PPE l Exps ces Fittings n, Staf
£ 9.99
£ 0.79
£ 76.97
£ 9.99
£ 14.98
£ 2.50 £ 2.19 £ 30.22
£ 22.98
£ 0.79
£ 64.00
£ 23.97
£ 76.97
£ 33.54
£ 1.99 £ 18.79
£ 64.00
£ 14.98
£ 64.00
£ 9.99
£ 0.79
£ 10.80
£ 77.58
£ 347.99

£ 35.49 £ 2,500.00 £ 24.97 £ 74.70 £ 0.79

£ 76.97

£ 9.99 £ 0.79 £ 76.97

£ 9.99

£ 192.00 £ 385.46 £ 96.24 £ 2,520.92 £ 131.22 £ 14.98 £ 26.47 £ 368.97 £ 91.19

HMRC
Donati Reserve
Tax/NI
Pensio
ons Account Liability
ns
Other
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
-£ 15.76
£ -
-£ 25.71
£ -
-£ 47.88
£ -
£ -
£ -
£ -
£ 74.43 £ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
-£ 2.75
-£ 3.99
-£ 5.95
£ -
-£ 6.99
£ -
£ -
£ -
£ -
£ -
£ 5,000.00 £ -
£ -
£ -
£ -
£ -
22.99
£ -
£ -
£ -
£ -
£ -
£ -
28.98
£ -
58.95
222.83
£ -
12.42
£ -
£ -
£ 200.00 £ -
£ -
249.53
£ -
£ -
£ -
£ 35.00 £ -
£ -
£ -
£ -
£ -
£ -
168.73
£ 209.00 209.00
£ -
223.20
436.50
590.18
585.00
387.00
880.56
323.61
24.75
935.96
£ 78.07 0.63
£ -
£ -
£ -
£ -
£ -
£ -

£ 200.00 £ 5,000.00 £ - £ 152.50 £ 244.00

NAME WAGES WAGES WAGES WAGES WAGES WAGES WAGES
Aug-21 Sep-21 Oct-21 Nov-21 Dec-21 Jan-22 Feb-22
M.Winnett £ 1,187.94 £ 1,070.05 £ 1,108.38 £ 1,006.10
H. Roberts £ 679.25 £ 517.72 £ 511.63 £ -
B. Garner £ 524.64 £ 427.29 £ 449.19 £ 363.46
A. Forrest £ 585.03 £ 752.72 £ 1,037.19 £ 874.77
L. Redgrave £ 509.76 £ 256.50 £ 472.50 £ 299.25
C. Thimbleby £ 943.47
£ -
£ 369.00 £ 526.50 £ 580.50
M. Llewellyn-Jones £ 279.00 £ 515.25 £ 261.00
F. Simkiss £ - £ - £ 590.18 £ 468.70
B. Gillin £ - £ - £ 246.65 £ 172.80
TOTAL £ 4,430.09 £ 3,672.28 £ 5,457.47 £ 4,026.58 £ - £ - £ -
NAME
Apr-22 May-22 Jun-22 Jul-22
M.Winnett
H. Roberts
B. Garner
A. Forrest
L. Redgrave
C. Thimbleby
M. Llewellyn-Jones
F. Simkiss
B. Gillin
TOTAL £ - £ - £ - £ -

£ 17,586.42

Mar-22

Donation made from Wootton Stay & Play to Wootton Defib appeal, returning funds to the village.

Opening Balance £174.11

Date No

Detail

Incomi Activitiy Cookin Method ng Outgoing TO BANK Snacks Exps g

£ - £ - £ - £ - £ - £ -

Expenses

Learnin

g Fund Staff Office Resour Raising Prop Trainin Supplie Cleanin Genera Donati ces Exps Reps g s g l Exps Garden Gifts Other Fees on £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ -

£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ -
£ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ -

Closing Balance £

Income

Unifor Fundrais ms ing Other

£ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ -

£ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ - £ -

Management Report

Whitchurch Pre School CIO For the period ended July 31, 2022

Prepared by Martin and Company

Prepared on 13 July 2023

For management use only

Table of Contents

Profit and Loss......................................................................................................................................................3 Balance Sheet.......................................................................................................................................................4

2/4

Profit and Loss

August 2021 - July 2022

Profit and Loss
August 2021 - July 2022
Total
INCOME
DCC 65,133.43
Donations 1,247.01
Fees 18,257.95
Fundraising 912.75
Total Income 85,551.14
COST OF SALES
Rent 4,300.00
Resources 4,377.41
Snacks 1,308.96
Total Cost of Sales 9,986.37
GROSS PROFIT 75,564.77
EXPENSES
Advertising 203.00
Christmas and Leaving Gifts 288.24
Cleaning 332.91
General Expense 479.09
Insurance 492.54
Maintenance 457.69
Office supplies 296.31
Staff Rewards 209.00
Subscriptions 300.45
Telephone 1,045.18
Training -12.60
Uniform 337.88
Wages 55,335.03
Total Expenses 59,764.72
NET OPERATING INCOME 15,800.05
NET INCOME £15,800.05

3/4

Whitchurch Pre School CIO

Balance Sheet

As of July 31, 2022

Balance Sheet
As of July 31, 2022
Total
FIXED ASSET
Tangible assets
Fixtures and Fittings 8,390.32
Forest School Assets 5,675.39
Office Equipment - Computers etc 26,402.88
Total Tangible assets 40,468.59
Total Fixed Asset 40,468.59
CASH AT BANK AND IN HAND
Cash on hand 350.69
Current 11,046.87
Savings 40,000.00
Total Cash at bank and in hand 51,397.56
CURRENT ASSETS
Stock Asset 20.00
Total Current Assets 20.00
NET CURRENT ASSETS 51,417.56
NET CURRENT ASSETS(LIABILITIES) 51,417.56
TOTAL ASSETS LESS CURRENT LIABILITIES 91,886.15
TOTAL NET ASSETS (LIABILITIES) £91,886.15
CAPITAL AND RESERVES
Opening Balance Equity 76,086.10
Retained Earnings
Profit for theyear 15,800.05
Total Capital and Reserves £91,886.15

4/4

Whitchurch Pre School CIO