Annual Report for the year ended 31[st] March 2025
Charity number 304693
Contents
Page 3 Who we are:
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Objectives and activities
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Bankers
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Independent examiner
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Public Interest
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Risk Assessment
Page 4 People
- Structure, governance and management
Page 5 - 6 Services & Support Page 7 - 9 View from the Trustees Page 10 Financial Review
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Who we are
Our Bankers are: Lloyds Bank plc 9, High Street Yeovil BA20 1RN
Yeovil Opportunity Group is a Registered Charity established in 1970.
We are governed by a constitution which was revised and accepted by the Charity Commission in 2010. Our charity number is 304693
Our independent examiner is :
PS Wellspring FCCA 42, St Andrews Avenue Weymouth DT3 5JS
Objectives and Activities:
The aim of the Group is to enhance the development and education of children irrespective of their race, culture, religion, means or ability and in particular, those with additional needs. We offer specialist Early Intervention support and are dedicated to giving children and their families extra help and support through the early years learning and development journey.
Public Interest
How the Group delivers its principal charitable aim is demonstrated in the rest of this report. The public benefit arising from our work is implicit in the services delivered and the education and support provided for children with additional needs to help them reach their potential, to the benefit of society as a whole as well as the children and their families. We provide all of our pre-school and transport services at a subsidised cost and the Rainbows Time Together Group, free of charge.
The Group is based in Yeovil at the Balidon Centre, on the Summerlands Hospital site. We are grateful to the NHS Somerset Partnership for the provision of our facilities at a nominal cost, and are very fortunate to have a safe and secure building.
Risk assessment
The Trustees annually review the risks to which the Charity is exposed and take appropriate ameliorative action where necessary. Two major risks have been identified in 2024. The first is the proposed ending of the lease in three years’ time and the introduction of a commercial lease, and the second is the rise in NMW without a similar inflationary rise in the entitlement rate paid to Early Years providers.
Our correspondence address is :
Yeovil Opportunity Group Balidon Centre Summerlands Hospital Preston Road Yeovil BA20 2BX 01935 384157 email Kim@yog.org.uk Website www.yog.org.uk 3
People
Structure, governance and management Volunteers We are extremely grateful to our volunteers who supplement the work of The activities of the Charity are monitored by the Trustees, who all act in the staff team to great effect. Without them, the Group could not provide a voluntary capacity. The Trustees follow the principles of governance the services it does. During 2024/25, YOG welcomed five volunteers and control advocated by the Charity Commission. throughout the year.
Patron Students Graham Cole CBE We are delighted to offer work experience placements for students from local colleges and schools. In 2024/25, YOG offered work experience to Trustees seven students.
Chair Jane Lock Treasurer Simon Rowbottom Trustees Rachel Goodfellow (Resigned 07.10.2024) Wendy Vincent Dr Gabriela Fillon Secretary Min Hodges Financial Advisor Simon Skipper
YOG Team (2024/25) Our thanks go out to the amazing team of staff who work tirelessly to ensure our children and families have the best possible start in life on their learning and development journey. 4
Services and Support
Yeovil Opportunity Group was the vision of a Consultant Paediatrician and a Speech and Language therapist, 54 years ago who realised that children with special needs and disabilities were not receiving the learning & development support they needed in their early years.
Despite many changes over the past 54 years, YOG continues to provide support for children and families, but in a very different world from when we first started.
Our main aim is to provide “Early Intervention” learning & development support for children with disabilities and their families.
Some children may have as many as 12 professionals, sometimes more, working with them and come to us with a range of needs, including severe speech and language and communication difficulties, physical disabilities, complex medical needs and life-limiting conditions.
YOG supports children to be able to have a positive start to their early education rather than fail at such an early age. We also support families to become resilient, reducing the likelihood of family breakdown and crisis.
YOG provides a lifeline to many families when so many other support services have been reduced or cut, and waiting lists continue to increase. Specialist Early Intervention is proven to increase the chances of success for both the child and family throughout their lives, including successful transition into school and prevention of exclusion.
We work in partnership with several incredible professional services, including the police, social services, integrated therapies, the Somerset Council SEND team, various NHS teams and Somerset Safeguarding.
We currently provide 3 core services:
- Pre-school Sessions 18 months to 5 years
Our aim is also to work with the “whole” family, as this increases the chances of success, not just for the child we are working with, but also the whole infrastructure of the family and their support network.
Our children and families receive a range of services and support they would not normally be able to access; the opportunity to be able to have a positive start to their early learning and development journey and social benefit in terms of vulnerability and achievement.
Additional support includes safeguarding, reduction and prevention of escalation to high levels of complex need and intervention.
We are open 5 mornings per week, during term time, catering for children aged 18 months to 5 years. In 2024, we extended our session times on Tuesday and Wednesday afternoons to allow more children to access support.
We follow the Early Years Foundation Stage curriculum to support and enhance our children’s development. We use the Development Journal to monitor our children’s progress, providing additional personalised early intervention strategies to support their individual needs.
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Our families are encouraged to access their local mainstream pre-school on a dual placement and work in partnership with these settings to support the best possible learning and development outcomes for the children. YOG’s uniqueness stems from our incredibly strong working relationships with the many professionals who support our children & their families.
applications for grant funding, to name a few.
We regularly Chair meetings and act as advocates for our children and families. Our door is always open, and parents feel confident that they can turn to any member of the team for support.
3. Rainbows Time Together
Our ratio is 1:3, that being a minimum of one qualified SENCo Early Years’ practitioner per three children each day, as well as daily 1:1 specialist intervention.
To complement the support our children receive from the NHS Speech & Language therapists, we also commission our own Speech & Language therapist one morning a week to work with our children, our staff team, volunteers, students and parents. This is funded through grants.
2. Family Support Services
Whilst we aim to ensure a smooth transition into school, with some of our children going on to attend mainstream school, our role is far more strategic, yet subtle, and dedicated holistic family support is crucial. All of our funding for direct family intervention comes from grants and donations.
From day one at YOG, we provide support strategies which give parents the resilience they will need through their SEND journey, and our role in Early Intervention is fundamental to the success of that journey.
We offer daily support to parents and carers, including signposting, liaison with professionals, submitting referrals and EHCPs, helping parents with complex paperwork, including housing support, DLA, and
Rainbows offers a unique opportunity for parents of babies and toddlers with additional needs to come together with staff and therapists in a supportive environment. Our sessions emphasise interactive and sensory play, allowing parents and children to engage meaningfully while benefiting from professional guidance.
Activities include singing, visits to our sensory room, and tactile play. We maintain a small group size to ensure individual attention for both children and parents, with plenty of opportunities for group discussions or one-onone conversations throughout the sessions, fostering a strong sense of family support.
We have had the pleasure of working with 8 families over the past year, all of whom have now moved up to our main group sessions. Children from both Dorset and Somerset are warmly welcomed to participate in our sessions.
Transport We continued to provide subsidised transport for parents wishing to use our minibus service. During 2024/25, we have provided transport for 8 children, who without transport would not have been able to access YOG.
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Celebrating 54 Years of Specialist Early Intervention
A view from the Trustees
Introduction and Reflection
The needs of children and families today are more complex than ever before. Those of us who have been involved for some time can clearly see how much has changed. Compared with years past, many children now have multiple, overlapping challenges, including developmental, emotional and social, affecting the whole family, not just the child.
This growing complexity makes early, specialist support not a luxury, but a necessity. When early help and intervention are put in place, children are far more likely to thrive, families feel less isolated, and pressures on schools and other services are reduced. When that support is missing, the long-term cost both human and financial, is far greater.
Truly Unique – Specialist Support for Children AND Families
Yeovil and the surrounding area are incredibly fortunate to have a specialist SEND Early Years support in the shape of YOG. It is not just another service; it is a carefully built network of expertise, trust, and continuity that has grown over time.
At a time where families are struggling to get the support they need for their children – parents navigating a maze of services, waiting months for appointments and watching small concerns grow into bigger challenges, our expert help can make all the difference for not only parents, but for children’s life chances transitioning in to school and adulthood.
2024/25 was significant milestone for the Yeovil Opportunity Group (YOG): 55 years of service to children with additional needs and their families. This anniversary provided an opportunity not only to celebrate our history, but also to reflect on the resilience, determination, and vision that has enabled YOG to survive and thrive through decades of change.
We are especially proud to acknowledge Ailsa Royston, one of YOG’s original founders, whose courage and foresight shaped a model of specialist early years support that was revolutionary at the time, and remains even more relevant today. On behalf of the children, parents, and families who began their journeys at YOG, we extend our deepest thanks. Their futures were shaped by a vision that recognised the importance of early, specialist intervention long before it became widely understood.
A Decade of Challenge and Renewal
The past decade has been one of the most challenging periods in YOG’s history. In 2014, national policy changes announced the withdrawal of funding for opportunity groups and specialist early years settings, with the expectation that all children would be absorbed into mainstream provision. As a result, many specialist early years providers across the country were forced to close.
In early 2015, the organisation was at a critical low point. There were just four children enrolled, team morale was extremely low, and the future was uncertain. At that time, specialist early years provision was not viewed favourably by policymakers.
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However, the Trustees, staff team, and supporters of YOG made a collective decision to persevere. With determination and shared belief, they set out to prove that specialist early intervention was not only necessary, but vital.
Growth, Impact, and Specialist Support
Our work contributes to:
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Preventing escalation to higher levels of complex need
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Supporting family resilience
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Reducing the risk of crisis or family breakdown
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Enabling a successful transition into school
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Preventing exclusion and long-term disadvantage
Over the past ten years, YOG has been rebuilt into a strong and respected organisation—one that is now recognised both locally and nationally. Today, we support 33 children and their families , many of whom present with highly complex needs.
At a time when many public services have been reduced, and waiting lists continue to grow, YOG remains a lifeline for vulnerable families.
Evidence consistently shows that specialist prevention and early intervention significantly improve life chances for children and deliver long-term benefits for society.
Children attending YOG may be supported by up to 12 or more professionals, reflecting the breadth and depth of their requirements. These needs include:
National Government has now recognised the fundamental role Early Intervention plays in child development and launched the national Best Start in Life Strategy. YOG has been a key partner in creating a local BSiL strategy with other local agencies.
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Severe speech, language, and communication challenges
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Physical disabilities
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Complex medical needs
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Life-limiting conditions
Partnership Working
Crucially, YOG’s approach is centred on the whole family. Supporting parents, siblings, and wider family networks significantly increases the likelihood of positive outcomes, not just for the child, but for the stability and resilience of the family as a whole.
YOG does not work in isolation. Our success depends on strong partnerships and collaboration. We would like to formally thank our colleagues and partners.
Preventative Work and Early Intervention
These partnerships ensure coordinated, child-centred support and strengthen outcomes for families. YOG provides services and opportunities that many families would otherwise be unable to access. These include specialist early learning, therapeutic input, safeguarding support, and coordinated professional intervention. 8
Amidst the SEND Crisis, Fighting for Survival
As we look to the future, one major challenge lies ahead: the end of our The Trustees are excited by the opportunity to develop new premises that lease at the Baildon Centre in August 2027 . Over the past year, we have will support our long-term vision—and, on a very practical level, provide been in negotiations regarding the lease and future terms. While the new adequate parking for families and staff. arrangement will not be at a peppercorn rent, we are grateful to the NHS Though we are a small charity, our frontline experience and deep for their patience and willingness to negotiate fair terms.
Though we are a small charity, our frontline experience and deep understanding of our community enable us to demonstrate the profound impact of specialist early intervention. YOG stands as evidence that early support transforms lives and strengthens society as a whole.
YOG’s operational model, rooted in longstanding relationships with families, deep knowledge of local needs, and integrated support, cannot be recreated from scratch. Its loss would represent something truly irreplaceable.
On behalf of the Trustees, we extend heartfelt thanks to everyone who has supported YOG over the past 55 years—our staff, Trustees, parents, partners, businesses, funders, and friends. Your dedication and belief have sustained this organisation through its most difficult moments and enabled it to flourish.
At a national level, the announcement in December 2024 that SEND provision is in crisis came as no surprise to those working on the frontline.
YOG submitted detailed evidence to the Education Committee in January 2025, including recommendations focused on early years provision.
We invite you to join us as we embark on the next chapter of YOG’s journey. With courage, pride, and continued collaboration, we look forward to serving children and families for the next 55 years and beyond.
Although the anticipated government White Paper has been delayed; we continue to monitor developments closely.
Our Commitment to the Future
Jane
In a time of uncertainty and system-wide transformation, the Trustees remain fully committed to ensuring that YOG has a secure future.
Jane Lock We are determined to: Chair of Trustees
• Identify and secure new premises by August 2027
• Protect and grow our specialist early intervention model 9 • Continue lobbying for recognition of early years SEND provision • Remain a trusted, stable presence for families
Financial Review 2024/25 (Ending 31[st] March 2025)
Our main sources of funding during 2024/25 were from Somerset Council in the form of the 15 hours’ entitlement, High Needs Funding and DAF (Disability Access Funding), which totalled £156,737; Session and transport fees of £8569; grants £48,425; and donations from individuals and organisations under £1000, £4966 and fundraising £3871. Expenses totalled £177,540, of which £158,500 represented our wage costs.
We are massively grateful to all of our supporters who have given us grants, to our families, friends and our own team who tirelessly fundraise and to those individuals who support us through monthly donations and general donations.
Reserves Policy
The unrestricted reserves of the Group that were freely available for charity use at the year-end were £103,774.
The Trustees consider that a significant proportion of these are required for working revenue. The target is to maintain adequate reserves to enable the Group to continue running for a minimum of 12 months, even if there is a significant reduction in funding.
Supporters in our Financial Year 2024/25
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Somerset Community Foundation
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Sherborne Castle Fair
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Sherborne Car Festival
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Parcroft pre-school
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Drandjeau Charitable Trust
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Hunts Foods
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Charity Number: 304693
Yeovil Opportunity Group
Financial Statements for the year ended 31 March 2025
Yeovil Opportunity Group
Index to the Annual Report and Accounts for the year ended 31 March 2025
| Reference and Administrative information Report of the Independent Examiner Statement of Financial Activities Balance Sheet Notes to the financial statements |
Page |
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| 1 2 3 4 5 - 9 |
Yeovil Opportunity Group
| Charity Number Patron Trustees Chief Executive Officer Correspondence address: Web site Telephone Bankers Independent examiner: |
304693 Mr G Cole CBE Chairman: Mrs J Lock Treasurer: Mr S. Rowbottom Trustees Dr G Fillon Mrs R Goodfellow (Resigned 7/10/24) Mrs W. Vincent Ms K Duller The Balidon Centre Summerlands Hospital Preston Road Yeovil Somerset BA20 2BX www.yog.org.uk 01935 384157 Lloyds Plc 9 High Street Yeovil Somerset BA20 1RN PS Wellspring FCCA 42 St.Andrews Avenue Weymouth Dorset DT3 5JS |
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Independent Examiners Report to the Trustees of Yeovil Opportunity Group
I report to the trustees on my examination of the accounts of the Charity for the year ended 31 March 2025, which are set out on pages 3 to 9.
Respective Responsibilities of Trustees and Examiner
As the charity trustees of YOG you are responsible for the preparation of the accounts in accordance with section 144(2) of the Charities Act 2011 (the Act).
I report in respect of my examination of the charity's accounts. It is my responsibility to:
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examine the accounts under Section 145 of the 2011 Act;
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to follow the procedures laid down in the general Directions given by the Charity Commission under Section 145(5)(b) of the 2011 Act; and
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to state whether particular matters have come to my attention.
Independent Examiner's Statement
I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the accounts do not accord with those records: or
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the accounts do not comply with the applicable requirements concerning the form and content of the accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirements that the accounts give a "true and fair view" which is not a matter considered as part of an independent examination.
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.
Paul S Wellspring
Paul S Wellspring FCCA 42 St. Andrews Avenue Weymouth Dorset DT3 5JS
Date: 27 January 2026
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Yeovil Opportunity Group
Statement of Financial Activities (including Income and Expenditure Account and Statement of Total Recognised Gains and Losses) for the year ended 31 March 2025
| Note Income and endowments from: Donations and legacies 3 Incoming resources from activities 4 Income from Investments 5 Total income Expenditure on: Raising funds 6 Charitable activities 7 Total expenditure Net income/(expenditure) before transfers Transfer between funds 15 Total funds brought forward Total funds carried forward 15 Note Income and endowments from: Donations and legacies 3 Incoming resources from activities 4 Income from Investments 5 Total income Expenditure on: Raising funds 6 Charitable activities 7 Total expenditure Net income/(expenditure) before transfers Transfer between funds 15 Net movement in funds Reconciliation of funds: Total funds brought forward Total funds carried forward 15 |
Unrestricted funds £ 22,341 169,792 1,255 193,388 216 146,725 146,941 46,447 - 57,327 103,774 16,155 127,856 1,255 145,266 768 156,401 157,169 (11,903) - (11,903) 69,230 57,327 |
Restricted funds £ 31,050 - - 31,050 - 31,322 31,322 (272) - 34,975 34,703 31,000 835 - 31,835 - 1,899 1,899 29,936 - 29,936 5,039 34,975 |
Total Funds 2025 £ 53,391 169,792 1,255 224,438 216 178,047 178,263 46,175 - 92,302 138,477 2024 £ 47,155 128,691 1,255 177,101 768 158,300 159,068 18,033 - 18,033 74,269 92,302 |
|---|---|---|---|
All of the Charity's activities derive from continuing operations during the above two periods.
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Yeovil Opportunity Group
(Registration number: 304693)
Balance Sheet
As at 31 March 2025
| Note Fixed Assets Tangible fixed assets 9 Current Assets Debtors 10 Cash at bank and in hand Current liabilities Amounts falling due within one year 11 Net current assets Net assets Represented by: Funds: Restricted funds 15 Unrestricted funds, including Designated funds 15 Total funds |
£ £ 2,198 210 143,052 143,262 (6,983) 136,279 138,477 34,703 103,774 138,477 - 2025 |
£ £ 2,848 195 90,973 91,168 (1,714) 89,454 92,302 34,975 57,327 92,302 2024 |
|---|---|---|
The financial statements on pages 3 - 9 were approved by the Trustees, and authorised for issue on 23 January 2026. and signed on their behalf by:
Jane Lock
Jane Lock Chairman
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Yeovil Opportunity Group
Notes to the financial statements for the year ended 31 March 2025
1 Accounting policies
General information and basis of accounting
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Yeovil Opportunity Group is an unincorporated registered charity governed by a revised constitution dated 30 November 2009. Details of the Trustees and contact details are shown on page 1.
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The principle accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all the years presented, unless otherwise stated.
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The financial statements have been prepared under the historic cost convention. They have been prepared in accordance with 'Accounting and Reporting by Charities (SORP)' applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS102) effective from 1 January 2015 - Charities SORP (FRS 102) and the Companies Act 2006.
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The charity constitutes a public benefit entity as defined by FRS102.
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The Trustees consider there are no material uncertainties about the Charity's ability to continue as a going concern.
Cash flow statement
The charity has taken advantage of exemptions available to it and therefore has not prepared a cash flow report.
Income recognition
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All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.
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Donations and gifts are included in full in the Statement of Financial Activities when receivable.
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Investment income is recognised on a receivable basis and is shown gross of income tax recovered and recoverable. Other income is accounted for on the basis of amounts receivable for the year.
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In accordance with the Charities SORP (FRS 102), unpaid general volunteer time is not recognised in the financial statements.
Expenditure
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All expenditure is recognised as soon as there is a legal or constructive obligation committing the Charity to that expenditure, it is probable that settlement will be required and the amount of the obligation can be measured reliably.
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[All expenditure is accounted for on the accruals basis, inclusive of irrecoverable VAT.]
Raising funds - These are costs incurred in attracting voluntary income, the management of investments and those incurred in trading activities that raise funds.
Charitable activities - Charitable expenditure comprises those costs incurred by the Charity in delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.
Tangible fixed assets
Fixed assets are recorded at cost plus any incidental expenses of acquisition. Where fixed assets are donated, they are stated at their estimated market value on acquisition.
Depreciation is provided on fixed assets based on the estimated useful life of the asset and their anticipated residual value, as follows:
| Asset | Depreciation |
|---|---|
| Leasehold property improvements | 10 years straight line |
| Mini bus | 25% reducing balance |
| Office equipment | 25% reducing balance |
| Furniture, equipment & toys | 15% reducing balance |
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Yeovil Opportunity Group
Notes to the financial statements for the year ended 31 March 2025
1 Accounting policies (Cont.) Debtors
Prepayments are valued at the amount paid in advance for goods and services provided to the charity.
Cash at bank and in hand
Cash at bank and in hand includes cash and short term highly liquid investments that are readily convertible to a known amount of cash and are subject to an insignificant risk of change in value.
Creditors
Creditors are stated at the original invoiced amounts.
Fund accounting policy
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Unrestricted income funds are general funds that are available for use at the trustee's discretion in the furtherance of the objectives of the charity.
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Designated funds are unrestricted funds set aside at the discretion of the trustees for specific purposes.
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Restricted funds are those donated for the use in a particular area or for specific purposes, the use of which is restricted to the that area or purpose.
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Further details of each fund are disclosed in note 15.
2 Taxation
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The Group is a registered charity and accordingly is exempt from taxation on it's income where they are applied for charitable purposes.
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The charity is not registered for VAT and is therefore unable to recover VAT on any expenditure it incurs.
| 3 Donations and legacies Donations Somerset Community Foundation Sherborne Castle Fair Sherborne Car rally Parcroft pre-school (dissolution distribution) Drandjeaw Charitable Trust Westlands - Beer & Cider festival Hunts Food Group Community Fund Estate of Mrs Dee Phillips Various individuals and organisations, being below £1,000 each 4 Incoming resources from activities Income from fund raising activities Session & transport fees (Parents) Somerset Counsil - Statutory income including HNF/DAF Training support grants Provision of support services to SCC |
Unrestricted funds - - 15,000 1,000 1,375 - 4,966 22,341 Unrestricted funds £ 3,871 8,569 156,737 615 - - 169,792 |
Restricted funds 10,000 2,300 10,000 - - - 8,750 - 31,050 Restricted funds £ - - - - |
2025 £ 10,000 2,300 10,000 15,000 1,000 1,375 8,750 - 4,966 53,391 2025 £ 3,871 8,569 156,737 615 - - 169,792 |
2024 £ 6,000 4,000 - - - 3,100 30,000 4,055 47,155 2024 £ 2,593 4,769 117,030 - 4,299 - 128,691 |
|---|---|---|---|---|
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Yeovil Opportunity Group
Notes to the financial statements for the year ended 31 March 2025
| 5 Income from Investments Bank deposit interest 6 Raising funds Cost of generating income 7 Charitable activities Provision of playgroup facilities Session expenses and refreshments Wages & National insurance costs (Inc pensions) Speech & Language therapist Support consultant Insurance Rent Staff training Repairs and renewals Depreciation Mini bus running costs Mini bus Depreciation Governance costs Office costs Recruitment costs Professional fees Sundry expenses Trustees expenses |
1,255 216 922 132,450 1,120 1,415 1,306 169 378 2,546 - 4,833 507 825 254 - 146,725 |
- - - 26,050 5,000 - - - - 84 - 188 - - - - 31,322 |
1,255 216 922 158,500 6,120 - 1,415 1,306 169 - 462 2,546 188 4,833 825 254 - 177,540 |
1,255 768 551 140,566 1,200 1,630 814 1,042 737 452 4,287 2,481 251 3,165 945 179 - 158,300 |
|---|---|---|---|---|
8 Staff costs
| No employee received emoluments a rate in excess of £60,000 during the year (2024 - None). The average number of part time employees for the year was 14 (2024 - 12) 9 Tangible Fixed Assets Leasehold Furniture, Office Improvements Mini Bus Equip & Toys equipment £ £ £ £ Cost As at 1 April 2024 15,502 31,687 41,013 7,440 Additions - - - - Disposals - - - - As at 31 March 2025 15,502 31,687 41,013 7,440 Depreciation As at 1 April 2024 15,502 30,934 40,398 5,960 Charge for the year - 188 92 370 Disposals - - - - As at 31 March 2025 15,502 31,122 40,490 6,330 Net book values As at 31 March 2025 - 565 523 1,110 As at 31 March 2024 - 753 615 1,480 |
Total 2025 £ 95,642 - - 95,642 92,794 650 - 93,444 2,198 2,848 |
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Yeovil Opportunity Group
Notes to the financial statements for the year ended 31 March 2025
10 Debtors - due within one year
| 10 Debtors - due within one year Prepayments 11 Creditors and accruals Creditors Accruals PAYE |
2025 £ 210 2025 £ 5,558 30 1,395 6,983 |
2024 £ 195 2024 £ 568 31 1,115 1,714 |
|---|---|---|
12 Related parties
Controlling entity
The charity is controlled by the Trustees.
No Trustee, or any persons connected with them, have received any remuneration from the charity during the year. (2024 £nil).
No expenses were paid to any trustee during the year.
| 13 Reconciliation of movement in funds Unrestricted funds £ Opening funds at 1 April 2024 57,327 Operating surplus/(deficit) 46,447 Closing funds at 31 March 2025 103,774 14 Analysis of net assets between funds Unrestricted funds Fixed Assets 1,155 Current assets 109,602 Current liabilities (6,983) 103,774 |
Restricted funds £ 34,975 (272) 34,703 Restricted funds 1,043 33,660 - 34,703 |
Total Funds £ 92,302 46,175 138,477 Total Funds 2,198 143,262 (6,983) 138,477 |
|---|---|---|
| 15 Summary of funds Restricted funds Outdoor play equipment Time together Kitchen equipment Mini Bus fund Somerset Community Foundation Sherborne Castle Fair Sherborne Car rally Hunts Food Group Community Fund |
Opening funds £ 1,735 223 539 32,478 - - - - 34,975 |
Incoming resources £ - - - - 10,000 2,300 10,000 7,500 29,800 |
Resources expended £ (35) (33) (16) (188) (10,000) (2,300) (10,000) (7,500) (30,072) |
Transfers £ - - - - - |
Closing funds £ 1,700 190 523 32,290 - - - - 34,703 |
|---|---|---|---|---|---|
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Yeovil Opportunity Group
Notes to the financial statements for the year ended 31 March 2025
| Unrestricted /designated funds Designated General Total funds |
40,642 16,685 57,327 92,302 |
- 193,388 193,388 223,188 |
- (146,941) (146,941) (177,013) |
4,408 (4,408) - - |
45,050 58,724 103,774 138,477 |
|---|---|---|---|---|---|
Restricted Funds
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l Outdoor play equipment - being funds raised to update the outdoor play equipment
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l Sensory room - being funds raised toward the cost of upgrading the sensory room
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l Sunshine Mini bus - being funds initially provided by the Variety Club of Great Britain towards the mini bus purchased in 2011 .
Additional funds were provided last year by the Estate of Mrs D Phillips towards the provision of a replacement vehicle.
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Independent Examiners Report to the Trustees of Yeovil Opportunity Group I report to the trustees on my examination of the accounts of the Charitv for the year ended 31 March 2025, which are set out on pages 3 to 9. Respective Responsibilitie5 of Trustees and Examiner As the charity trustees of YOG you are responsible for the preparation of the accounis in accordance with section 144(2) of the Charities Act 2011 (the Act). I report in respect of my examination of the charitys accounts. It is my responsibility to- examine the accounts under Section 145 of the 201 l Act- to follow the procedures laid down in the general Directions given by the Charity Commission under Section 145{5)(b) of the 201 l Act- and to state whether particular matters have come to my attention. Independent Examiner's Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect- accounting records were not kept in respect of the charity as required by section 130 of the Act. or the accounts do not accord with ihose records: or the accounts do not comply with the applicable requireTnents concerning the form and content of the accounts set out in the Charities (Accounts and Reports) Regulaiions 2008 other than any requirements that the accounts give a "true aiid fair view" which is not a matter considered as part of an independent examination. I have no concerns and have come across no oiher 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. S W611spriw4 Paul S Wellspring FCCA 42 St. Andrews Avenue Weymouth Dorset DT3 5JS Date: 27 January 2026