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2025-12-31-accounts

Company Registration Number: 04033961 Charity Registration Number: 1081656

Dukes Barn Company Financial Statements For the Year Ending 31 December 2025

JANE ASCROFT ACCOUNTANCY LIMITED

Chartered accountants Enterprise House Harmire Enterprise Park Barnard Castle County Durham DL12 8XT

Dukes Barn Company

Financial Statements

Year Ended 31 December 2025

Page
Trustees' Annual Report (Incorporating the Director's Report) 1
Independent Examiner's Report to the Trustees 7
Statement of Financial Activities (Including Income and Expenditure Account) 9
Statement of Financial Position 10
Notes to the Financial Statements 12
The Following Pages Do Not Form Part of the Financial Statements
Detailed Statement of Financial Activities 26

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report)

Year Ended 31 December 2025

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 December 2025.

The Trustees confirm that they have paid due regard to the Charity Commission's guidance on public benefit, including the guidance contained in the document 'Public Benefit: Running a Charity (PB2)'.

Objectives

The purposes of the Dukes Barn are to further the education of children, young people and adults especially those who experience temporary or permanent disability. This includes children and young people with an Education and Health Care plan (EHCP) detailing specific Special Educational Needs and Disabilities (SEND) for example, Autistic Spectrum Disorder (ASD), hearing, sight or speech impairments and those experiencing other physical challenges such as wheelchair users. Following a strategic review, and with the Charity Commission's approval, objectives are no longer limited to this group to ensure the Barn remains relevant, sustainable and accessible to as many beneficiaries as possible.

Objectives are achieved through the operation of an outdoor education centre in the Peak District National Park building skills for life and physical literacy through outdoor activities.

Activities undertaken for public benefit in relation to objects

Activities include a wide range of outdoor pursuits: canoeing, climbing, hill walking, crag hopping, pond dipping, mountaineering, abseiling, orienteering. Specialist equipment and experienced staff enable those with SEND to access the same opportunities and experiences as their non-disabled peer group, building skills and resilience together.

Facilities include a disabled access ropes course, an all-weather wheelchair friendly sports area and an indoor climbing wall. Each is specially designed to encourage disabled children and young people to challenge themselves in an inclusive environment. Volunteers also assist trained instructors on activities and in maintaining specialist equipment, as well as generating funds to support groups facing financial disadvantage.

Trustees are mindful of their duty to ensure individuals and groups facing relative socio-economic disadvantage are able to access activities. A well maintained, healthy bursary fund provides financial support to those who would otherwise be unable to access the Barn. This demonstrates that value for money is created by showing what the Barn spends money on is of direct benefit to the children and young people who use it.

Trustees review the aims and activities of the charity within the wider framework of charity law and governance annually. The intention of this report is to tell the story of the Barn over the course of the year. To narrate what is achieved through robust governance to ensure activities empower purpose to the ultimate benefit of those who use, or may wish to use, the Barn.

1

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year Ended 31 December 2025

Achievements and Performance

Year on year the Barn continues to be oversubscribed. In the year 65 residential and 12 day courses were delivered to a total of 2474 visitors. Of these 124 identified themselves as a minority ethnic group, 179 had Special Educational Needs and Disability (SEND), 32 were British Sign Language users and 439 faced relative socioeconomic disadvantage.

Quantitative data gathered in a novel report by the Institute of Learning Outside the Classroom (December 2025) substantiates the ongoing strategic and operational challenges Trustees faced during the year. The report points to regional differences with children in the North of England less likely to participate in residential outdoor visits reflecting Free School Meal eligibility and bringing a link between deprivation and opportunity into play. This year the highest ever number of children and young people benefited from designated and restricted bursary funds showing what can be done to bridge the gap.

Last year Trustees noted that the Barn is in the perfect place to support neighbouring charities as part of the Championing National Parks for Everyone initiative. The project is aimed at increasing the number of people from ethnic minorities visiting the Peak National Park. Partnering up further validated the work of the Barn to address inequalities. The Barn was host to a total of 449 people made up of 19 groups and delivered 56 practical outdoor sessions to build skills and confidence in accessing the peaks. Mindful of transport as a key enabler to accessing the countryside groups enjoyed door to door transport to facilitate participation.

At times when there is known or unanticipated capacity, facilities and courses are offered free of charge to groups in the surrounding area and those facing serious disability. In the year 88 young people and adults with life limiting conditions from inner city areas were transported to and from the Barn enjoying the same environment and experiences as their able bodied peers.

2

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year Ended 31 December 2025

The Barn continues to provide a dedicated on-site outdoor learning area for early years children with SEND. Mini Adventurer sessions led by a qualified early years practitioner ignite children's and enthusiasm about the world. Free flow play areas in the allotment include a mud kitchen, water wall, sand pit, fairy glen, herb garden, fruit, vegetable and wildlife areas. Communication and language, physical, personal, social and emotional development are key underpinning themes. Sessions are at a nominal charge enabling easy access to the right support, at the right time, in the right place so children can enjoy the very best start to life.

Engagement with wider stakeholders came to the fore in the year demonstrating the Barn's ability to look outwards to the communities which bring the centre to life. A total of 224 places were offered to a wide range of groups and initiatives set out below.

Last year under the heading of plans for future periods Trustees mentioned their intent to identify how carbon friendly, nature positive solutions can be built in to future development plans and day to day operations of the Barn. Advice was sought and Trustees now have the plans and permissions needed to expand capacity and help secure the longevity of the Barn for future periods.

3

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year Ended 31 December 2025

Financial Review

Total income for the year is £464,224. Setting aside depreciation of £40,264 as a non-operational, non-cash item together with income from investment gains of £2,186 a small surplus of £2,972 is reported. Essentially a breakeven position on a par with the previous financial year demonstrating that operating at capacity is not capable of building reserves for future years unless plans for future periods are realised. To this end a designated building fund of £41,639 is established.

Expenditure for the year is at it's greatest, £499,350 up by £20,000 at the 2024 financial year end. Given inflationary pressures which the Barn cannot control but must respond to this is a critical achievement and credit to the stewardship of funds through difficult periods. Trustees publicly acknowledge, thank and congratulate the leadership of the Centre Manager and wider operational staff team in maintaining the quality, choice and breadth of the Barn's provision despite an ever increasing cost base.

Reserves policy

Trustees' objective is to maintain free reserves, in unrestricted funds, which are sufficient to cover three to six months working capital requirements. Trustees believe this is proportionate to the risks faced by the Barn equating to £100,000 to £200,000. This has risen in line with inflation and sector risks. Actual reserves at 31st December 2025 were £107,848 which is within the desired range.

In addition, £46,100 is held in designated funds which the Trustees may spend at their discretion in line with the Barn's charitable objectives.

Plans for Future Periods

Whilst residential visits have bounced back post Covid shutdown it has not returned to pre-pandemic levels. That said, we know that adventurous residentials have proved resilient, perhaps a measure of its value in growing physical literacy - the degree to which we have a positive and meaningful relationship with movement and physical activity. Against the backdrop of closing centres and increasing operational costs, opportunity and challenge present.

There is opportunity to realise plans to extend residential capacity at the Barn. This, in turn, will help secure financial sustainability and reach increasing number of beneficiaries. Professional advice on a dedicated fundraising strategy is sought and Trustees are looking forward to considering a range of strategies to reaching out to more potential beneficiaries.

A skills and diversity audit prompted Trustees to seek new Trustees through application or co-option. As the groups of children, young people and adults who use or may wish to use the Barn grows in number and diversity, Trustees are keen to incorporate different world views and lived experiences in their decision making especially those of direct relevance to beneficiaries.

The Barn's purposes and the activities are in scope of the recent discussions on what we mean by physical literacy. The Barn has a powerful influence on who people interact with, the communities we're part of, the culture we experience and the places and spaces we move in. Continuing to diversify experiences, reach the maximum amount of beneficiaries possible and make accessing the outdoors easy and enjoyable will be a key future performance indicator.

https://www.sportengland.org/news-and-inspiration/physical-literacy-consensus-statement-england-pu blished

4

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year Ended 31 December 2025

Structure, Governance and Management

Company status

The Duke's Barn Company is a charitable company limited by guarantee (no.4033961), incorporated on 14/07/2000 and registered as a charity (no.1081656) on 20/07/2000.

The company was established under a Memorandum of Association which established the objects and powers of the charitable company and is governed under its Articles of Association.

Members of the charity guarantee to contribute an amount not exceeding £1 to the assets of the charity in the event of winding up. The total number of such guarantees at 31 December 2025 was 6 (2024:6). The Trustees are members of the charity but this entitles them only to voting rights. The Trustees have no beneficial interest in the charity.

All Trustees give their time voluntarily and receive no benefits from the charity. Any expenses reclaimed from the charity are set out in note 12 to the accounts

Trustee selection methods

One third of the Trustees retire by rotation at Annual General Meetings and may be re-appointed. The charity may otherwise, by ordinary resolution, appoint a Trustee either to fill a vacancy or as an additional Trustee.

The Trustees of the company constitute directors for Companies Act purposes. The Trustees during the year are as shown on page 1. All Trustees are also members of the company as defined in the company's Articles.

No Trustees retired or resigned this year.

Organisational structure

The charity is led by a board of Trustees who are responsible for its overall administration. The board meet on a regular basis to review activities. In addition to the board there is a team of staff who are responsible for the day to day operations, management and control of the charity led by a centre manager.

Risk management

Risks are reviewed in trustee meetings on a regular basis. Trustees proactively manage risks through regular communication, management and budget reporting and assessing key performance indicators. Any real or perceived serious incidents that may damage the trust and confidence in the Barn as a charity are also always on the agenda.

Related parties

Dukes Barn Trust, previously a wholly owned, dormant, subsidiary of Dukes Barn Company is no longer in operation and has been removed from the register of charities.

5

Dukes Barn Company

Trustees' Annual Report (Incorporating the Director's Report) (continued)

Year Ended 31 December 2025

Reference and Administrative Details
Registered charity name Dukes Barn Company
Charity registration number 1081656
Company registration number 04033961
Principal office and registered Dukes Barn
office School Lane
Beeley
Matlock
Derbyshire
DE4 2NU
The Trustees
A R Eley (Chair)
N J W Wood
J A Irons
T J Fish
G H J Dean
C M Lindholm
Key Management Personnel Jason Higginson
Company Secretary H N Radford
Independent Examiner Jane Ascroft FCA MA (Cantab)
Enterprise House
Harmire Enterprise Park
Barnard Castle
County Durham
DL12 8XT

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 13 May 2026 and signed on behalf of the board of trustees by:

A R Eley (Chair) Trustee

6

Dukes Barn Company

Independent Examiner's Report to the Trustees of Dukes Barn Company

Year Ended 31 December 2025

I report to the trustees on my examination of the financial statements of Dukes Barn Company ('the charity') for the year ended 31 December 2025.

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).

7

Dukes Barn Company

Independent Examiner's Report to the Trustees of Dukes Barn Company (continued)

Year Ended 31 December 2025

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.

Jane Ascroft FCA MA (Cantab) Independent Examiner

Enterprise House Harmire Enterprise Park Barnard Castle County Durham DL12 8XT

18 May 2026

8

Dukes Barn Company

Statement of Financial Activities (including income and expenditure account)

Year Ended 31 December 2025

2025 2024
Unrestricted Restricted
funds funds Total funds Total funds
Note £ £ £ £
Income and endowments
Donations and legacies 5 14,267 3,600 17,867 31,575
Charitable activities 6 431,538 538 432,076 441,028
Other trading activities 7 12,095 12,095 11,150
Investment income 8 2,186 2,186 1,615
───────── ─────── ───────── ─────────
Total income 460,086 4,138 464,224 485,368
═════════ ═══════ ═════════ ═════════
Expenditure
Expenditure on raising funds:
Costs of other trading activities 9 7,018 7,018 5,148
Investment management costs 10 1,728 1,728 1,304
Expenditure on charitable activities 11,12 489,268 1,336 490,604 473,134
───────── ─────── ───────── ─────────
Total expenditure 498,014 1,336 499,350 479,586
═════════ ═══════ ═════════ ═════════
───────── ─────── ───────── ─────────
Net (expenditure)/income (37,928) 2,802 (35,126) 5,782
═════════ ═══════ ═════════ ═════════
Transfers between funds 460 (460)
Other recognised gains and losses
Other recognised gains/(losses) 3,916 3,916 3,048
───────── ─────── ───────── ─────────
Net movement in funds (33,552) 2,342 (31,210) 8,830
Reconciliation of funds
Total funds brought forward 602,529 28 602,557 593,727
───────── ─────── ───────── ─────────
Total funds carried forward 568,977 2,370 571,347 602,557
═════════ ═══════ ═════════ ═════════

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 12 to 24 form part of these financial statements.

9

Dukes Barn Company

Statement of Financial Position

31 December 2025

2025 2024
Note £ £
Fixed Assets
Tangible fixed assets 18 403,580 419,066
Investments 19 162,057 157,760
───────── ─────────
565,637 576,826
Current Assets
Stocks 20 3,190 3,663
Debtors 21 21,430 24,302
Cash at bank and in hand 36,718 45,069
──────── ────────
61,338 73,034
Creditors: amounts falling due within one year 22 55,628 47,303
──────── ────────
Net Current Liabilities 5,710 25,731
───────── ─────────
Total Assets Less Current Liabilities 571,347 602,557
───────── ─────────
Net Assets 571,347 602,557
═════════ ═════════
Funds of the Charity
Restricted funds 2,370 28
Unrestricted funds 568,977 602,529
───────── ─────────
Total charity funds 25 571,347
═════════
602,557
═════════

For the year ending 31 December 2025 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.

The statement of financial position continues on the following page. The notes on pages 12 to 24 form part of these financial statements.

10

Dukes Barn Company

Statement of Financial Position (continued)

31 December 2025

These financial statements were approved by the board of trustees and authorised for issue on 13 May 2026, and are signed on behalf of the board by:

A R Eley (Chair) Trustee

The notes on pages 12 to 24 form part of these financial statements.

11

Dukes Barn Company

Notes to the Financial Statements

Year Ended 31 December 2025

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 Dukes Barn, School Lane, Beeley, Matlock, Derbyshire, DE4 2NU.

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 investments measured at fair value through income or expenditure.

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

The entity is a Public Benefit Entity.

Going Concern

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

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. The Trustees consider that there are no significant estimates or judgements affecting these financial statements.

Fund Accounting

Unrestricted funds are available for use at the discretion of the Trustees in furtherance of the purposes of the charity.

Designated funds are unrestricted funds earmarked by the Trustees for specific purposes.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor.

12

Notes to the Financial Statements (continued)

Dukes Barn Company

Year Ended 31 December 2025

3. Accounting Policies (continued)

Income

All income is included in the statement of financial activities when the charity is entitled to the income, any performance related conditions attached have been met or are fully within the control of the charity, the income is considered probable and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

Donations and legacy income is received by way of donations, legacies, grants and gifts and is included in full in the Statement of Financial Activities when receivable. Where legacies have been notified to the charity but the criteria for income recognition have not been met, the legacy is treated as a contingent asset and disclosed if material. Grants, where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant.

Donated services and facilities are included at the value to the charity, being the amount the charity would have been willing to pay to obtain services or facilities of equivalent economic benefit on the open market.

Investment income is included when receivable.

Income from charitable trading activity is accounted for when earned.

Income from grants, where related to performance and specific deliverables, are accounted for as the charity earns the right to consideration by its performance.

Expenditure

Expenditure is recognised on an accruals basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, and is reported as part of the expenditure to which it relates:

Costs of raising funds comprise the costs associated with attracting donations, grants and legacies and the costs of trading for fundraising purposes.

Charitable expenditure comprises those costs incurred by the charity in the 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.

Other expenditure includes all expenditure that is neither related to raising funds for the charity nor part of its expenditure on charitable activities.

All costs are allocated between the expenditure categories of the SOFA on a basis designed to reflect the use of the resource. Costs relating to a particular activity are allocated directly, others are apportioned on an appropriate basis, as set out in the notes to the accounts.

Tangible Assets

Fixed assets are stated at cost less accumulated depreciation. The costs of additions costing below £2,500 are not capitalised.

13

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

3. Accounting Policies (continued)

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:

Long leasehold property - Over the remaining period of the lease Furniture & Equipment - 25% straight line Motor vehicles - 25% straight line Climbing Wall/All Weather - 10% straight line Pitch

Investments

Investments are a form of basic financial instrument and are initially recognised at their transaction value and subsequently measured at their fair value as at the balance sheet date using the closing quoted market price. The statement of financial activities includes the net gains and losses arising on revaluation and disposals throughout the year. The Charity does not acquire put options, derivatives or other complex financial instruments.

The main form of financial risk faced by the charity is that of volatility in equity markets and investment markets due to wider economic conditions, the attitude of investors to investment risk, and changes in sentiment concerning equities and within particular sectors or sub sectors.

Impairment of Fixed Assets

A review for indicators of impairment is carried out at each reporting date, with the recoverable amount being estimated where such indicators exist. Where the carrying value exceeds the recoverable amount, the asset is impaired accordingly. Prior impairments are also reviewed for possible reversal at each reporting date.

Stocks

Stock is included at the lower of cost or net realisable value. In general, cost is determined on a first in, first out basis. Net realisable value is the price at which stocks can be sold in the normal course of business after allowing for the costs of realisation. Provision is made where necessary for obsolete, slow moving, and defective stocks. Donated items of stock are recognised at fair value which is the amount the charity would have been willing to pay for the items on the open market.

Financial Instruments

The charity only has financial assets and liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value.

14

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

3. Accounting Policies (continued)

Defined Contribution Plans

Employees of the charity are entitled to join a defined contribution money purchase scheme. The charity's contribution is restricted to the contributions disclosed in the notes to the accounts. There were no outstanding contributions at the year end.

The money purchase plan is managed by NEST and the plan invests the contributions made by the employee and employer in an investment fund to build up over the term of the plan a pension fund which is then converted into a pension upon the employee's normal retirement year age when eligible for a state pension. The total expense ratio of the plan is 1% and this is deducted from the investment fund annually. The trust has no liability beyond making its contributions and paying across the deductions for the employee's contributions.

Debtors

Trade and other debtors are recognised at the settlement amount due after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

Accrued income and tax recoverable is included at the best estimate of the amounts receivable at the balance sheet date.

Cash at Bank and in Hand

Cash at bank and cash in hand includes cash and short term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

Creditors

Creditors are recognised where the charity has a present obligation resulting from a past event that will probably result in the transfer of funds to a third party and the amount due to settle the obligation can be measured or estimated reliably. Creditors are normally recognised at their settlement amount after allowing for any trade discounts due.

Taxation

The company is considered to pass the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes. Accordingly, the company is potentially exempt from taxation in respect of income or capital gains received within categories covered by Chapter 3 Part 11 of the Corporation Tax Act 2010 or Section 256 of the taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively to charitable purposes.

4. Limited by Guarantee

The charity is a company limited by guarantee registered in England and Wales and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £1 per member of the charity.

15

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

5. Donations and Legacies

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Donations
Donations 9,267 3,600 12,867
Derbyshire Charity Clay Shoot 5,000 5,000
──────── ─────── ────────
14,267 3,600 17,867
════════ ═══════ ════════
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donations
Donations 1,773 5,277 7,050
Derbyshire Charity Clay Shoot 24,525 24,525
──────── ─────── ────────
26,298 5,277 31,575
════════ ═══════ ════════
6. Charitable Activities
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Fees for education courses 431,538 538 432,076
═════════ ════ ═════════
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Fees for education courses 440,474 554 441,028
═════════ ════ ═════════
7. Other Trading Activities
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Fundraising events 5,095 5,095
Gift shop 7,000 7,000
──────── ──── ────────
12,095 12,095
════════ ════ ════════
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Fundraising events 2,627 856 3,483
Gift shop 7,667 7,667
──────── ──── ────────
10,294 856 11,150
════════ ════ ════════

16

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

8. Investment Income

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Income from listed investments 2,186 2,186 1,615 1,615
═══════ ═══════ ═══════ ═══════
Costs of Other Trading Activities
Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Gift shop 5,197 5,197 3,808 3,808
Fundraising costs 1,821 1,821 1,340 1,340
─────── ─────── ─────── ───────
7,018 7,018 5,148 5,148
═══════ ═══════ ═══════ ═══════

9. Costs of Other Trading Activities

10. Investment Management Costs

Unrestricted Total Funds Unrestricted Total Funds
Funds 2025 Funds 2024
£ £ £ £
Portfolio management 1,728 1,728 1,304 1,304
═══════ ═══════ ═══════ ═══════
Expenditure on Charitable Activities by Fund Type
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Education Courses 487,828 1,336 489,164
Support costs 1,440 1,440
───────── ─────── ─────────
489,268 1,336 490,604
═════════ ═══════ ═════════
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Education Courses 468,859 3,075 471,934
Support costs 1,200 1,200
───────── ─────── ─────────
470,059 3,075 473,134
═════════ ═══════ ═════════

11. Expenditure on Charitable Activities by Fund Type

12. Expenditure on Charitable Activities by Activity Type

Activities
undertaken Total funds Total fund
directly Support costs 2025 2024
£ £ £ £
Education Courses 489,164 489,164 471,934
Governance costs 1,440 1,440 1,200
───────── ─────── ───────── ─────────
489,164 1,440 490,604 473,134
═════════ ═══════ ═════════ ═════════

17

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

13. Net (Expenditure)/Income

Net (expenditure)/income is stated after charging/(crediting):

2025 2024
£ £
Depreciation of tangible fixed assets 40,264 42,121
Loss/(gains) on disposal of fixed assets 77
════════
(5,731)
════════

14. Independent Examination Fees

2025 2024
£ £
Fees payable to the independent examiner for:
Independent examination of the financial statements 1,440
═══════
1,200
═══════

15. Staff Costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2025 2024
£ £
Wages and salaries 286,073 265,521
Social security costs 14,268 12,302
Employer contributions to pension plans 6,107 5,313
───────── ─────────
306,448 283,136
═════════ ═════════

The average head count of employees during the year was 9 (2024: 10). The average number of full-time equivalent employees during the year is analysed as follows:

2025 2024
No. No.
Number of staff 9 10
════ ════

No employee received employee benefits of more than £60,000 during the year (2024: Nil).

Key Management Personnel

Key management personnel include all persons that have authority and responsibility for planning, directing and controlling the activities of the charity. The total compensation paid to key management personnel for services provided to the charity was £58,075 (2024:£57,050).

18

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

16. Trustee Remuneration and Expenses

Neither the Trustees nor any persons connected with them received any remuneration or reimbursed expenses during the year (2024: Nil).

No (2024:No) Trustees received travel and subsistence expenses during the year of £Nil (2024:£Nil).

Aggregate donations from related parties were £Nil (2024: £Nil).

There are no donations from related parties which are outside the normal course of business and no restricted donations from related parties.

No Trustee or other person related to the charity had any personal interest in any contract or transaction entered into by the charity, including guarantees, during the year (2024: nil).

17. Transfers Between Funds

During the year £460 was transferred from restricted to unrestricted funds being bursaries paid for by the Morris Bursary fund.

18. Tangible Fixed Assets

Furniture,
Equipment, Climbing Wall &
Leasehold Fixtures & All Weather
Improvements Fittings Motor vehicles
Pitch
Total
£ £ £ £ £
Cost
At 1 January 2025 687,643 164,645 73,679
94,120
1,020,087
Additions 23,698 1,080
24,778
───────── ───────── ────────
────────
────────────
At 31 December 2025 711,341 165,725 73,679
94,120
1,044,865
═════════ ═════════ ════════
════════
════════════
Depreciation
At 1 January 2025 287,701 152,224 67,387
93,709
601,021
Charge for the year 27,943 5,618 6,292
411
40,264
───────── ───────── ────────
────────
────────────
At 31 December 2025 315,644 157,842 73,679
94,120
641,285
═════════ ═════════ ════════
════════
════════════
Carrying amount
At 31 December 2025 395,697 7,883
403,580
═════════ ═════════ ════════
════════
════════════
At 31 December 2024 399,942 12,421 6,292
411
419,066
═════════ ═════════ ════════
════════
════════════

19

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

19. Investments

Cash or cash Listed
equivalents investments Total
£ £ £
Cost or valuation
At 1 January 2025 23,039 134,721 157,760
Additions 14,940 37,342 52,282
Disposals (37,342) (15,017) (52,359)
Fair value movements 3,916 3,916
Other movements 458 458
──────── ───────── ─────────
At 31 December 2025 1,095 160,962 162,057
════════ ═════════ ═════════
Impairment
At 1 January 2025 and 31 December 2025
═════════
Carrying amount
At 31 December 2025 1,095 160,962 162,057
════════ ═════════ ═════════
At 31 December 2024 23,039 134,721 157,760
════════ ═════════ ═════════
All investments shown above are held at valuation.
UK listed investments at market value are represented by:
2025 2024
£ £
Fixed interest bonds and deposits 18,622 18,148
Equities 113,340 94,573
Cash held pending re-investment 30,095 45,039
───────── ─────────
188,381 775,367
═════════ ═════════
20. Stocks
2025 2024
£ £
Stock 3,190 3,663
═══════ ═══════
21. Debtors
2025 2024
£ £
Trade debtors 12,050 24,302
Prepayments and accrued income 7,616
Other debtors 1,764
──────── ────────
21,430 24,302
════════ ════════

20

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

22. Creditors: amounts falling due within one year

2025 2024
£ £
Trade creditors 11,430 8,783
Accruals and deferred income 26,957 33,357
Social security and other taxes 17,241 4,401
Pension creditor 762
──────── ────────
55,628 47,303
════════ ════════
23. Deferred Income
2025 2024
£ £
At 1 January 2025 31,136 1,500
Amount released to income (31,136) (1,500)
Amount deferred in year 24,255 31,136
──────── ────────
At 31 December 2025 24,255 31,136
════════ ════════

24. Pensions and Other Post Retirement Benefits

Defined contribution plans

The amount recognised in income or expenditure as an expense in relation to defined contribution plans was £6,107 (2024: £5,313).

21

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

25. Analysis of Charitable Funds

Unrestricted funds

At Gains and At 31
1 Jan 2025 Income Expenditure Transfers losses Dec 2025
£ £ £ £ £ £
General funds 107,202 442,659
(456,948)
14,935 107,848
Bursary Fund 20,000
(23)
(15,534) 4,443
Capital Fund 419,066
(40,264)
24,778 403,580
Revaluation
Reserve 7,533
3,916 11,449
Ropes Course
Refurbishment 72
(54)
18
Future Use 38,635
(38,635)
Alternative
provision 21
(21)
Building fund 10,000 17,427
(725)
14,937 41,639
───────── ─────────
─────────
──────── ─────── ─────────
602,529 460,086
(498,014)
460 3,916 568,977
═════════ ═════════
═════════
════════ ═══════ ═════════
At Gains and At 31
1 Jan 2024 Income Expenditure Transfers losses Dec 2024
£ £ £ £ £ £
General funds 104,034 453,849
(432,638)
(18,043) 107,202
Bursary Fund 10,718
9,282 20,000
Kit and
Equipment 1,099
(1,752)
653
Capital Fund 451,660
(42,121)
9,527 419,066
Revaluation
Reserve 4,485
3,048 7,533
Climbing Wall 1,423
(1,423)
Ropes Course
Refurbishment 72
72
Future Use 14,000 24,635
38,635
Alternative
provision 197
(176) 21
Building fund
10,000 10,000
───────── ─────────
─────────
──────── ─────── ─────────
587,491 478,681
(476,511)
9,820 3,048 602,529
═════════ ═════════
═════════
════════ ═══════ ═════════

22

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

25. Analysis of Charitable Funds (continued)

General fund - The free reserves after allowing for all designated funds

Morris Bursary fund - Allocated funds to be used, at the discretion of the trustees, to support the Morris Bursary Fund.

Kit and Equipment - Funds designated by the trustees for future kit and equipment for the Dukes Barn Company.

Capital fund - The fixed assets are essential for the future operation of the charity and so are excluded from free reserves.

Revaluation reserve - Unrealised gains on the market value of the investment portfolio.

Restricted funds

At Gains and At 31
1 Jan 2025 Income Expenditure Transfers losses Dec 2025
£ £ £ £ £ £
Morris Bursary 28 2,800
(460) 2,368
Be Naturally
Creative 538
(538)
Climbing Wall 800
(798)
2
──── ───────
───────
──── ──── ───────
28 4,138
(1,336)
(460) 2,370
════ ═══════
═══════
════ ════ ═══════
At Gains and At 31
1 Jan 2024 Income Expenditure Transfers losses Dec 2024
£ £ £ £ £ £
Morris Bursary 6,236 6,133
(12,341) 28
Be Naturally
Creative 554
(3,075)
2,521
─────── ───────
───────
──────── ──── ────
6,236 6,687
(3,075)
(9,820) 28
═══════ ═══════
═══════
════════ ════ ════

The restricted funds are for the following purposes:

Morris Bursary - Funds raised to provide financial assistance to those who would not otherwise be able to afford to come to the centre.

23

Dukes Barn Company

Notes to the Financial Statements (continued)

Year Ended 31 December 2025

26. Analysis of Net Assets Between Funds

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Tangible fixed assets 403,580 403,580
Investments 162,057 162,057
Current assets 58,968 2,370 61,338
Creditors less than 1 year (55,628) (55,628)
───────── ─────── ─────────
Net assets 568,977 2,370 571,347
═════════ ═══════ ═════════
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 419,066 419,066
Investments 157,760 157,760
Current assets 73,006 28 73,034
Creditors less than 1 year (47,303) (47,303)
───────── ──── ─────────
Net assets 602,529 28 602,557
═════════ ════ ═════════

24

Dukes Barn Company

Management Information

Year Ended 31 December 2025

The Following Pages Do Not Form Part of the Financial Statements.

25

Dukes Barn Company

Detailed Statement of Financial Activities

Year Ended 31 December 2025

2025 2024
£ £
Income and endowments
Donations and legacies
Donations 12,867 7,050
Derbyshire Charity Clay Shoot 5,000 24,525
──────── ────────
17,867 31,575
──────── ────────
Charitable activities
Fees for education courses 432,076 441,028
───────── ─────────
Other trading activities
Fundraising events 5,095 3,483
Gift shop 7,000 7,667
──────── ────────
12,095 11,150
──────── ────────
Investment income
Income from listed investments 2,186 1,615
─────── ───────
───────── ─────────
Total income 464,224 485,368
═════════ ═════════

26

Dukes Barn Company

Detailed Statement of Financial Activities (continued)

Year Ended 31 December 2025

2025 2024
£ £
Expenditure
Costs of other trading activities
Gift shop costs 5,197 3,808
Fundraising costs 1,821 1,340
───────── ─────────
7,018 5,148
───────── ─────────
Investment management costs
Portfolio management 1,728 1,304
─────── ───────
Expenditure on charitable activities
Wages 286,073 265,521
Employer's NIC 14,268 12,302
Pension costs 6,107 5,313
Premises costs 75,257 84,742
Activity costs & motor expenses 58,245 57,084
Administration 8,152 8,278
Depreciation 40,264 42,121
Loss/(Gain) on disposal of investments 77 (5,731)
Other costs 721 2,304
───────── ─────────
489,164 471,934
───────── ─────────
Governance costs
Accountancy fees 1,440 1,200
─────── ───────
───────── ─────────
Expenditure on charitable activities 490,604 473,134
═════════ ═════════
───────── ─────────
Total expenditure 499,350 479,586
═════════ ═════════
───────── ─────────
Net (expenditure)/income (35,126) 5,782
═════════ ═════════

27