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2024-03-31-accounts

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2024

CHARITY NUMBER: 1177858 COMPANY NUMBER: CE006911

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS

INDEX TO ACCOUNTS FOR THE YEAR ENDING 31 MARCH 2024

Reference and Administrative Details

Report to the Trustees

Independent Examiners Report to the Trustees

Statement of Financial Activities

Balance Sheet

Notes to the Financial Statements

Detailed Statement of Financial Activities

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS Reference and Administrative Information For year ended 31st March 2024

The Trustees present their report and the financial statements for the charity for the year ending 31st March 2024.

The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice (SORP) applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS 102 effective 1 January 2015)

REFERENCE AND ADMINISTRATIVE INFORMATION

Name of Charity Square Pegs Arts Company number CE006911 Charity registration number 1177858 Principal address The Brook Theatre Old Town Hall The Brook Chatham Kent ME4 4SE

Trustees

The trustees and officers serving during the year and since the year end were as follows

Clara Green Joanne Woollett Elizabeth Luxford Alice Linnane Amie Agapito

Independent Examiner

The Sandwich Accountancy Group Ltd 148 Dover Road Sandwich Kent CT13 0DD

Approved by the Board of Trustees and signed on its behalf by

Clara Green

31/01/25

………………………………………. ………………………………………. Clara Green Date

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS Report of the Trustees For year ended 31st March 2024

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes an Charitable Incorporated Company. It was registered on 6th April 2018.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

Statement on public benefit

The Trustees have considered the Charity Commission guidance on public benefit, including the guidance 'public benefit': Running a charity (PB2)',

OBJECTIVES AND ACTIVITIES

Our charitable aims are to provide support for the needs of children, young people and adults with learning disabilities, autism and social communication difficulties by providing drama and arts activities to help their confidence, self-esteem, communication skills, and general wellbeing.

During this year we continued our programme of Drama Groups, Music projects, Accessible Film Club, Theatre Company, strategic and partnership projects. All of our work is with Learning Disabled, autistic and neurodivergent children, young people and adults. This includes:

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

Methods adopted for the recruitment and appointment of new trustees

Square Pegs Arts believes in the importance of a strong, qualified and diverse board. Our Trustees are recruited to represent expertise in relevant skills such as governance, safeguarding and arts management as well as lived experience of disability/ neurodivergence.

Square Pegs Arts must have a minimum of three trustees. Apart from the first Charity trustees, every trustee must be appointed for a term of three years by a resolution passed at a properly convened meeting of the charity trustees. Trustees are recruited via an open recruitment process, and then interviewed by our Artistic Director and the Chair of the Board, before being invited to join the Board, if appropriate.

The charity trustees make available to each new charity trustee, on or before his or her first appointment:

(a)a copy of the current version of this constitution; and

A charity trustee ceases to hold office if he or she:

(c)dies;

(d)in the written opinion, given to the company, of a registered medical practitioner treating that person, has become physically or mentally incapable of acting as a director and may remain so for more than three months;

(e)is disqualified from acting as a charity trustee by virtue of sections 178-180 of the Charities Act 2011 (or any statutory re-enactment or modification of that provision).

Any person retiring as a charity trustee is eligible for reappointment.

Volunteers

The Charity has a strong volunteer programme and offers development opportunities to those who dedicate their time to volunteer. The volunteers are integral to the running of the organisation, without their dedicated support the projects would not be delivered effectively and impact on the lives of the participants in such a meaningful way. This year we worked with 18 volunteers, who all completed Safeguarding and Makaton training. The Trustees would like to thank all the volunteers for their continuous hard work and support.

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS Financial Review For year ended 31st March 2024

FINANCIAL REVIEW

The Statement of Financial Position 'SOFA' shows the charity's total incoming resources for the year were £236,407 (2023: £163,350). Total resources expended amounts to £246,140 (2023: £198,485). The SOFA reveals a deficit of £9,733 (2023: Deficit £35,135).

Financial position

The Charity held fund balances at the bank of £83,043, liabilities payable within one year amounted to £18,342. Leaving total funds of £64,701, of which £51.416 were restricted.

Going concern

After making appropriate enquiries, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the financial statements.

Principal risks and uncertainties

The trustees conduct regular assessments of the major risks to which the charity is exposed, in particular those related to the operations and finances of the charity and we are satisfied that appropriate controls are in place to mitigate our exposure to major risks. These include financial controls which will be reviewed every two years.

Financial risk management objectives and policies

The main financials risks arising from the charity's activities are credit, liquidity, and fraud.

Credit risk

The charity does not hold any material balance sheet positions with regards to donations receivable and so does not consider credit risk a material risk.

Cash flow risk

The Charity Director reports on finances to Trustees on a bi-monthly basis. The board of Trustees signs off major expenditure and signs off the year end accounts. In addition the Treasurer regularly meets with the director to review financial transactions and offer support. The charity understands its cash flow requirements and its policy is to maintain sufficient funds in a liquid form at all times to ensure the charity can meet its liabilities as they fall due. The charity is reliant upon grants and donations for cash flow.

Liquidity risk

The charity does not hold any material day to day liabilities on its balance sheet and always tries to settle any accounts owed to creditors within the credit given.

Price risk

The charity is not subject to any price risk.

Reserves policy

The trustees have agreed to ensure there is enough funds in unrestricted reserves to cover 3 months of running costs. Based on average expenditure over the last financial year. This means that £23,223 of free reserves should be retained to ensure the charity has funds in case it needs to close. Trustees will review the need to designate these funds in the next financial year.

31/01/25 Approved by order of the board of trustees on ….......................................... and signed on its behalf by

Clara Green ….......................................... Trustee

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS

Independent Examiners Report to the Trustees

For year ended 31 March 2024

I report to the trustees on my examination of the accounts of the charity for the year ending 31st March 2024.

Responsibilities and basis of report

As the charity's trustees, 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 Trust’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 2011 Act.

Independent Examiners Statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

  1. accounting records were not kept in respect of the Charity 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 applicable requirements concerning the form and content of accounts set out in the Charities 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.

  4. there is no further information needed for a proper understanding of the accounts.

I have completed my examination and have no concerns in respect of the matters (1) to (4) listed above and, in connection with the following the Directions of the Charity Commission I have no matters that require drawing to your attention.

Mrs J Wilkinson FMAAT FICB Accountant The Sandwich Accountancy Group Ltd 148 Dover Road Sandwich Kent CT13 0DD

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDING 31 MARCH 2024 (Including Income & Expenditure Account)

INCOME
Notes
Income from charitable activities
Donations & grants
2
Other trading activities
Other trading activities
3
Total income
EXPENDITURE
Expenditure on charitable activities
4
Total expenses
NET MOVEMENT IN FUNDS
Funds brought forward
Funds carried forward
Unrestricted
fund
2024
£
32071
5914
37985
39057
39057
(1,072)
14,357
13,285
Restricted
fund
2024
£
198422
0
198422
207083
207083
(8,661)
60,077
51,416
Total
funds
2024
£
230493
5914
236407
246140
246140
(9,733)
74,434
64,701
Total
funds
2023
£
159650
3700
163350
198485
198485
(35,135)
109,569
74,434

All the above results are derived from continuing activities. There are no other gains or losses other than those shown above

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS

STATEMENT OF FINANCIAL POSITION

Notes
CURRENT ASSETS
Debtors
Cash at bank and in hand
CREDITORS
Amounts falling due within one year
7
NET CURRENT ASSETS
NET ASSETS
The Funds of the Charity
General unrestricted funds
8
Restricted funds
TOTAL FUNDS
Unrestricted
Fund
Restricted
Fund
2024
2024
£
£
0
0
31627
51416
31627
51416
18342
0
13,285
51,416
13,285
51,416
Funds
2024
£
0
83043
83043
18342
64,701
64,701
13,285
51,416
64,701
Funds
2023
£
0
88293
88293
13859
74,434
74,434
14,357
60,077
74,434

For the year ending 31st March 2024, the charitable company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies

The members have not required the charitable company to obtain an audit in accordance with section 476 of the Companies Act 2006

The trustees acknowledge their responsibility for complying with the requirements of the Act with respect to accounting records and for the preparation of the accounts.

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime

The financial statements were approved by the board and authorised for issue by the Board and signed on its behalf by

Clara Green

………………………………...…… Clara Green Trustee

31/01/25 Date:…………………………………

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

SQUARE PEGS ARTS NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024

1 Accounting Policies Basis of accounting

The financial statements have been prepared under the historical costs convention, in accordance with the Charities (FRS 102) 'Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1st January 2015).

Square Pegs Arts meets definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s)

Incoming resources

All incoming resources are included on the Statement of Financial Activity when the Charity is legally entitles to the income and the amount can be quantified with reasonable accuracy

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources

Taxation

The Charity is exempt from tax on its charitable activities

Fund accounting

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

Restricted funds can be used for particular restricted purposes within the objectives of the Charity. Restrictions arise when specified by the donor or when funds are raised for a particular restricted purpose or project.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements

2
Income from donations and legacies
Donations & Grants received
Memberships received
3
Other trading activities
Other activities for generating funds
4
Expenditure on Charitable Actives
Project Costs
Project Subcontracted Staff Costs
Core Staff Costs
Support Costs
Unrestricted
fund
2024
£
24518
7553
32071
Unrestricted
fund
2024
£
5914
5914
Unrestricted
fund
2024
£
0
0
30326
8730
39057
Restricted
fund
2024
£
198422
198422
Restricted
fund
2024
£
0
0
Restricted
fund
2024
£
35048
82488
75054
14493
207083
Total funds
2024
£
222940
7553
230493
Total funds
2024
£
5914
5914
Total funds
2024
£
35048
82488
105380
23223
246140
Total funds
2023
£
152279
7371
159650
Total funds
2023
£
3700
3700
Total funds
2023
£
20531
88627
68214
21113
198485

Docusign Envelope ID: 130D54A2-C16F-42E1-9A56-AFD2FABA48A0

5
Analysis of support costs
Advertising & marketing
Postage and stationery
IT, computer & Software
Website
Telecommunications
Subscriptions
Equipment repairs and maintenance
Travel costs
General expenses
Accountancy fees
Consultancy
Legal fees
Insurance
Staff training
Bank fee
6
Net income/(expenditure) for the year
This is stated after charging/(crediting)
Accountancy fees
7
Creditors
Trade creditors
Net pay, PAYE & NI
Accruals and deferred income
8
Movement in funds
Unrestricted Funds
General Fund
Restricted Funds
Total Fund
9
Unrestricted funds - Previous year
Unrestricted Funds
General Fund
Restricted Funds
Total Fund
Unrestricted
fund
2024
£
2447
319
487
0
1780
304
0
1957
953
0
0
400
0
0
83
8730
Balance at
April 2023
£
14,357
60,077
74,434
£
Balance at
April 2022
£
45552
64017
109569
Restricted
fund
2024
£
2446
0
487
2500
0
0
0
1957
0
1738
4050
0
0
1315
0
14493
Incoming
resources
£
37,985
198,422
236,407
£
Incoming
resources
£
75345
88005
163350
Total funds
2024
£
4893
319
974
2500
1780
304
0
3914
953
1738
4050
400
0
1315
83
23223
Total
2024
£
1738
2024
£
8098
9244
1000
18342
Outgoing
resources
£
(39,057)
(207,083)
(246,140)
£
Outgoing
resources
£
(106540)
(91945)
(198485)
Total funds
2023
£
59
91
323
0
1601
0
150
1618
2196
2014
9300
0
415
3280
66
21113
Total
2023
£
2014
2023
£
5567
7292
1000
13859
Balance at
March 2024
£
13,285
51,416
64,701
£
Balance at
March 2023
£
14357
60077
74434

Purpose of unrestricted funds

Generating income for charitable objectives at the discretion of the Trustees.

10 Taxation

Square Pegs Arts is a registered charity and therefore is not liable to income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities