Trustees’ Annual Report for the period
From 01.09.2021 Period start date to 31.08.2022 Period end date
Charity name: Little Oaks Pre-school
Charity registration number: 1182119
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | Currently operating as 1032642 Once fully incorporated we will endeavorto enhance the development and education of children under statutory school age in a parent-involving community-based group (age 2 to 5) |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
Currently operating as 1032642 Once fully incorporated we will endeavor to provide a safe, secure and stimulating environment where the children can develop through talking, observing, planning, questioning, experimenting, testing, repeating, reflecting and responding to adults and to each other. To work within a framework which ensures equality of opportunity for all children and families |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Currently operating as1032642 Once fully incorporated we will endeavor Trustees follow guidance issues by both Charity Commission and Ofsted |
Additional information (optional)
You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 |
Other
Achievements and Performance
SORP reference Currently operating as 1032642 Summary of the main Para 1.20 achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.
Additional information (optional) You may choose to include further statements where relevant about:
| Achievements against objectives set |
Para 1.41 | Currently operating as1032642 |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Review of the charity’s financial position at the end of the period |
Para 1.21 | **Currently operating as1032642 ** |
|---|---|---|
| Statement explaining the policy for holding reserves statingwhy they areheld |
Para 1.22 | **Currently operating as1032642 ** |
| Amount of reserves held | Para 1.22 | **Currently operating as1032642 ** |
| Reasons for holding zero reserves |
Para 1.22 |
Details of fund materially in Para 1.24 deficit Explanation of any Para 1.23 uncertainties about the charity continuing as a going concern
Additional information (optional)
You may choose to include further statements where relevant about:
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Currently operating as1032642 but once transferred over we will receive Government funded 2-, 3- & 4- year-old places, SEN funding and fees from parents, as well as running small fundraising events. |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | |
| A description of the principal risks facing the charity |
Para 1.46 | |
| Other |
Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 |
Additional information (optional) You may choose to include further statements where relevant about:
Policies and procedures adopted for the induction and Para 1.51 training of trustees
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
|---|---|---|
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
Charity name Other name the charity uses Registered charity number Charity’s principal address
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Peter Smyth | Chair | |||
| Sanket Phadke | Treasurer | |||
| Elizabeth Melton | Secretary | |||
| Hannah Kate Atkinson |
||||
| Jenna Hodges | ||||
| Susan Homes | ||||
| Francesca Pastore | From 14/11/2021 | |||
| Shreena Patel | From 14/11/2021 | |||
17 18 19 20
– Corporate trustees names of the directors at the date the report was approved Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information) Debbie Albrighton – Business & Finance Manager
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Peter Smyth Position (eg Secretary, Trustee Chair, etc) Date 28.05.2023