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2025-08-31-accounts

REGISTERED COMPANY NUMBER: 04001165 (England and Wales) REGISTERED CHARITY NUMBER: 1088332

Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 August 2025

for

Yorkies Daycare

George Hay Partnership LLP Chartered Accountants Unit 1B Focus 4 Fourth Avenue Letchworth Hertfordshire SG6 2TU

Yorkies Daycare

Contents of the Financial Statements for the Year Ended 31 August 2025

Page
Report of the Trustees 1 to 3
Independent Examiner's Report 4
Statement of Financial Activities 5
Balance Sheet 6 to 7
Notes to the Financial Statements 8 to 13
Detailed Statement of Financial Activities 14 to 15

Yorkies Daycare

Report of the Trustees for the Year Ended 31 August 2025

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 August 2025. The trustees have adopted the provisions of 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 1 January 2019).

OBJECTIVES AND ACTIVITIES

Objectives and aims

In this financial year, we have provided wraparound care for a total of twelve children. We continue to offer places and sessions free of charge when the need arises, particularly in emergencies such as parents or carers requiring childcare to attend hospital or other essential appointments. We also provide respite care in situations where close or immediate family members are chronically or gravely ill, as well as childcare support for parents and carers attending funerals.

Many of our families have no local support network, and we have therefore offered additional sessions where needed, including support following the arrival of a new baby.

One family remained with us from the previous year due to financial hardship and because a parent was undergoing cancer treatment. As in the previous year, we also supported them with groceries before referring them to a local food bank.

During the winter period, two families were provided with breakfast sessions due to logistical challenges in children to different schools in Hitchin. One of these families has since been offered a permanent breakfast and after-school place due to ongoing financial difficulty.

We also supported a family with a free place for two months following the loss of a parent's job; they resumed payment once employment was secured. Another family joined us while their nanny underwent cancer treatment, enabling her to attend chemotherapy and recovery appointments. This family later made a donation in appreciation of the support received.

In addition, four families required support over the year to attend funerals, job interviews, and medical appointments. We also provided wraparound care for one family with a grandparent in hospice care, and another where a grandparent-previously responsible for school pick-ups-suffered a broken hip. We continue to support both families.

Over the past year, the number of families requiring additional support has more than doubled. A significantly higher proportion of our families are experiencing hardship, and we remain committed to offering assistance wherever possible. We also encourage the school to refer families to us where existing funding does not meet their needs.

All families identified as requiring additional support during holidays and the Christmas period were referred to North Herts District Council for access to available hardship grants.

Page 1

Yorkies Daycare

Report of the Trustees for the Year Ended 31 August 2025

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

Yorkies has continued to contribute financially towards repairs and improvements at York Road Nursery School, particularly in light of ongoing education budget cuts and the ageing condition of the building. This year, funding has been provided for the refurbishment of toilet facilities and the creation of a new changing area. These upgrades are in line with the forthcoming EYFS guidelines, ensuring a dignified and safe environment for children who need to change or be changed.

This work has also enabled the development of a new classroom space for two-year-olds, many of whom access funded places and continue to use our services when they turn three. As a result, the school has been able to expand its provision.

In response to updated EYFS requirements, we have also funded additional paediatric first aid training for staff at both Yorkies and the nursery school to ensure compliance with current regulations.

We supported the creation of a dedicated provision and library area for children with SEND, offering a quiet and supportive space for those who may find the classroom environment overwhelming at the start of the day. This space has been designed for flexible use and now also functions as a cooking area, incorporating the kitchen we donated last year to maximise its use throughout the day.

Further improvements include funding a new decking area outside this classroom, transforming a previously unused space. We continue to support the development of the garden, including the donation of a 'hot compost bin' to promote recycling. In addition, we assisted in securing a grant for a child-friendly greenhouse. A sensory garden has also been established in a previously unused part of the grounds, with Yorkies funding the installation of hardcore to ensure proper drainage and year-round usability.

The trustees have fulfilled their duty to have due regard to the Charity Commission's guidance on public benefit in the exercise of their powers and responsibilities.

FINANCIAL REVIEW

Financial position

This year incoming resources amounted to £299,060, (2024 - £283,286), whilst expenditure amounted to £349,431 (2024 - £284,080). This resulted in net expenditure of £50,371 compared to a net expenditure of £794 in 2024.

The trustees are grateful to all those who have contributed in any way to achievement of these results.

Reserves policy

The Memorandum of Association has established that where the financial balances (sum of unrestricted funding and restricted salary funds) fall below a value equivalent to two months wage costs against known projected income figures a committee meeting will be convened, with H.C.C Early Childhood Unit invited to attend. The trustees will consider how funds can be replaced. Currently the financial balances are £107,533 (2024 - £157,904) which is above the value of 5 (2024 - 5) months' wages costs against known projected income figures.

Reserves exceed the level set by the board, so deficits in recent periods have not been a concern as we continue to meet our charitable objectives.

Going concern

After making appropriate enquiries, the Trustees are not adopting the going concern basis, as the Company has a known date for cessation. Further details regarding the adoption of the going concern basis can be found in the accounting policies.

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

Page 2

Yorkies Daycare

Report of the Trustees for the Year Ended 31 August 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

Recruitment and appointment of new trustees

New trustees are nominated by members of the board of trustees, interviewed by a panel of trustees and appointed where they have the necessary skills to contribute to the charity's management and development.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

04001165 (England and Wales)

Registered Charity number 1088332

Registered office

York Road Nursery York Road Hitchin Hertfordshire SG5 1XA

Trustees

Ms L B Fox Nursery Manager (appointed 1/11/2024) Ms L A Mitchell Director Ms D M Szanto Nursery Nurse Ms D P Frainer Headteacher (resigned 1/11/2024)

Company Secretary

Ms L A Mitchell

Independent Examiner

George Hay Partnership LLP Chartered Accountants Unit 1B Focus 4 Fourth Avenue Letchworth Hertfordshire SG6 2TU

This report has been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

Approved by order of the board of trustees on 22 May 2026 and signed on its behalf by:

Ms L A Mitchell - Trustee

Page 3

Independent Examiner's Report to the Trustees of Yorkies Daycare

Independent examiner's report to the trustees of Yorkies Daycare ('the Company')

I report to the charity trustees on my examination of the accounts of the Company for the year ended 31 August 2025.

Responsibilities and basis of report

As the charity's trustees of the Company (and also its directors for the purposes of company law) you are responsible for the preparation of the accounts 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 your 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 your charity's gross income exceeded £250,000 your examiner must be a member of a listed body. I can confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales, 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 Company as required by Section 386 of the 2006 Act; or

  2. the accounts do not accord with those records; or

  3. the accounts 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 accounts 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)).

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.

Emma Wilsher FCA

George Hay Partnership LLP Chartered Accountants Unit 1B Focus 4 Fourth Avenue Letchworth Hertfordshire SG6 2TU

29 June 2026

Page 4

Yorkies Daycare

Statement of Financial Activities for the Year Ended 31 August 2025

31/8/25
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Charitable activities
Charitable Activities
296,618
Investment income
2
2,442
Total
299,060
EXPENDITURE ON
Raising funds
3
27,326
Charitable activities
Charitable Activities
320,552
Other
200
Total
348,078
Net gains/(losses) on investments
(1,353)
NET INCOME/(EXPENDITURE)
(50,371)
RECONCILIATION OF FUNDS
Total funds brought forward
157,904
TOTAL FUNDS CARRIED FORWARD
107,533
31/8/24
Total
funds
£
280,623
2,663
283,286
-
286,134
-
286,134
2,054
(794)
158,698
157,904

The notes form part of these financial statements

Page 5

Yorkies Daycare

Balance Sheet 31 August 2025

31/8/25
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
8
11,335
Investments
9
56,184
67,519
CURRENT ASSETS
Debtors
10
-
Cash at bank
51,079
51,079
CREDITORS
Amounts falling due within one year
11
(11,065)
NET CURRENT ASSETS
40,014
TOTAL ASSETS LESS CURRENT
LIABILITIES
107,533
NET ASSETS
107,533
FUNDS
12
Unrestricted funds
107,533
TOTAL FUNDS
107,533
31/8/24
Total
funds
£
14,169
56,674
70,843
3,000
92,757
95,757
(8,696)
87,061
157,904
157,904
157,904
157,904

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 August 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 August 2025 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

The notes form part of these financial statements

Page 6

continued...

Yorkies Daycare

Balance Sheet - continued 31 August 2025

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 22 May 2026 and were signed on its behalf by:

L A Mitchell - Trustee

The notes form part of these financial statements

Page 7

Yorkies Daycare

Notes to the Financial Statements for the Year Ended 31 August 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (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 1 January 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention, with the exception of investments which are included at market value, as modified by the revaluation of certain assets.

Going Concern

In the current period, prior to sign off on the accounts, the decision was made to close Yorkies Daycare with effect from 31st August 2026. The charity is therefore not deemed to be a going concern and the accounts have been prepared on this basis, with all assets and liabilities shown at their recoverable amounts.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. 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.

Tangible fixed assets

Tangible fixed assets are stated at cost (or deemed cost) or valuation less accumulated depreciation and accumulated impairment losses. Cost includes costs directly attributable to making the asset capable of operating as intended.

Depreciation is provided on all tangible fixed assets, at rates calculated to write off the cost, less estimated residual value, of each asset on a systematic basis over its expected useful life as follows:

Improvements to property 25% Straight line Fixtures and fittings 20% Straight line Computer equipment 20% Straight line

Taxation

The charity is exempt from corporation 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 only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

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

Page 8

continued...

Yorkies Daycare

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

1. ACCOUNTING POLICIES - continued

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

Investments

Fixed asset investments comprise of investments in equity instruments which are measured at fair value. Changes in fair value are recognised in the income statement. Fair value is based on market values provided by Raymond James the Company's Investment Advisers.

2. INVESTMENT INCOME

2. INVESTMENT INCOME
31/8/25 31/8/24
£ £
Other fixed asset inv - UnFII 2,038 2,130
Deposit account interest 404 533
2,442 2,663
3. RAISING FUNDS
Investment management costs
31/8/25 31/8/24
£ £
Property repairs 27,326 -

4. NET INCOME/(EXPENDITURE)

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

31/8/25 31/8/24
£ £
Depreciation - owned assets 2,834 727
5. TRUSTEES' REMUNERATION AND BENEFITS
31/8/25 31/8/24
£ £
Trustees' salaries 54,216 40,944

The total trustees remuneration including pension contribution for 2025 was £54,216 (2024 - £40,944).

The total employee benefits including pension contributions of the key management personal were £4,021 (2024 - £3,017)..

The charity trustees were not paid or received any other benefits from employment with the charity in the year (2024 - £0). No charity trustee received payment for professional or other services supplied to the charity (2024 - £0)

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 August 2025 nor for the year ended 31 August 2024.

Page 9

continued...

Yorkies Daycare

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

6. STAFF COSTS

The average monthly number of employees during the year was as follows:

Trustees
Staff
No employees received emoluments in excess of £60,000.
7.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
INCOME AND ENDOWMENTS FROM
Charitable activities
Charitable Activities
Investment income
Total
EXPENDITURE ON
Charitable activities
Charitable Activities
Net gains on investments
NET INCOME/(EXPENDITURE)
RECONCILIATION OF FUNDS
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
31/8/25
31/8/24
2
2
12
15
14
17
Unrestricted
fund
£
280,623
2,663
283,286
286,134
2,054
(794)
158,698
157,904

Page 10

continued...

Yorkies Daycare

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

8.
TANGIBLE FIXED ASSETS
Improvements
to
property
£
COST
At 1 September 2024 and
31 August 2025
14,985
DEPRECIATION
At 1 September 2024
14,985
Charge for year
-
At 31 August 2025
14,985
NET BOOK VALUE
At 31 August 2025
-
At 31 August 2024
-
9.
FIXED ASSET INVESTMENTS
MARKET VALUE
At 1 September 2024
Additions
Disposals
Revaluations
At 31 August 2025
NET BOOK VALUE
At 31 August 2025
At 31 August 2024
There were no investment assets outside the UK.
Cost or valuation at 31 August 2025 is represented by:
Valuation in 2022
Valuation in 2023
Valuation in 2024
Valuation in 2025
Cost
Fixtures
and
Computer
fittings
equipment
Totals
£
£
£
15,752
2,698
33,435
3,961
320
19,266
2,358
476
2,834
6,319
796
22,100
9,433
1,902
11,335
11,791
2,378
14,169
Listed
investments
£
56,674
4,345
(4,429)
(406)
56,184
56,184
56,674
Listed
investments
£
(3,551)
(3,501)
1,893
(407)
61,750
56,184

Page 11

continued...

Yorkies Daycare

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

10.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Prepayments and accrued income
11.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Social security and other taxes
Other creditors
Accruals and deferred income
12.
MOVEMENT IN FUNDS
At 1.9.24
£
Unrestricted funds
General fund
157,904
TOTAL FUNDS
157,904
Net movement in funds, included in the above are as follows:
Incoming
Resources
resources
expended
£
£
Unrestricted funds
General fund
299,060
(348,078)
TOTAL FUNDS
299,060
(348,078)
Comparatives for movement in funds
At 1.9.23
£
Unrestricted funds
General fund
158,698
TOTAL FUNDS
158,698
31/8/25
31/8/24
£
£
-
3,000
31/8/25
31/8/24
£
£
4,244
3,074
1,685
3,402
5,136
2,220
11,065
8,696
Net
movement
At
in funds
31.8.25
£
£
(50,371)
107,533
(50,371)
107,533
Gains and
Movement
losses
in funds
£
£
(1,353)
(50,371)
(1,353)
(50,371)
Net
movement
At
in funds
31.8.24
£
£
(794)
157,904
(794)
157,904

Page 12

continued...

Yorkies Daycare

Notes to the Financial Statements - continued for the Year Ended 31 August 2025

12. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
283,286
283,286
Resources
expended
£
(286,134)
(286,134)
Gains and
Movement
losses
in funds
£
£
2,054
(794)
2,054
(794)

A current year 12 months and prior year 12 months combined position is as follows:

Unrestricted funds
General fund
TOTAL FUNDS
At 1.9.23
£
158,698
158,698
Net
movement
in funds
£
(51,165)
(51,165)
At
31.8.25
£
107,533
107,533

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
582,346
582,346
Resources
expended
£
(634,212)
(634,212)
Gains and
Movement
losses
in funds
£
£
701
(51,165)
701
(51,165)

13. RELATED PARTY DISCLOSURES

The charity is connected to York Road Nursery & Pre School, During the year the charity received income of £60,004 and expenditure in respect of £43,338 for rent and repairs costs

There were no other related party transactions.

Page 13

Yorkies Daycare

Detailed Statement of Financial Activities for the Year Ended 31 August 2025

31/8/25 31/8/24
£ £
INCOME AND ENDOWMENTS
Investment income
Other fixed asset inv - UnFII 2,038 2,130
Deposit account interest 404 533
2,442 2,663
Charitable activities
Childcare fees 296,618 280,623
Total incoming resources 299,060 283,286
EXPENDITURE
Investment management costs
Property repairs 27,326 -
Charitable activities
Trustees' salaries 54,216 40,944
Wages 171,603 170,085
Social security - 1,862
Pensions 10,765 8,765
Activity and material costs 2,983 3,694
Payroll costs 3,212 2,347
Staff Uniforms 591 -
Training costs 1,522 2,687
Management fees 710 799
245,602 231,183
Other
No description 200 -
Support costs
Management
Rent, Rates and water 40,000 17,851
Insurance 553 535
Telephone 514 549
Postage and stationery 2,275 1,077
Sundries 553 350
Catering 11,756 10,377
Gifts and rewards - 200
Recruitment costs 503 826
56,154 31,765
Finance
Bank charges 608 623
Information technology
Repairs and renewals 8,024 10,680
Carried forward 8,024 10,680

This page does not form part of the statutory financial statements

Page 14

Yorkies Daycare

Detailed Statement of Financial Activities for the Year Ended 31 August 2025

31/8/25 31/8/24
£ £
Information technology
Brought forward 8,024 10,680
Software 3,157 1,941
11,181 12,621
Other
Fixtures and fittings 2,358 407
Computer equipment 476 320
2,834 727
Governance costs
Accountancy and examination fees 428 3,625
Professional fees 3,745 2,090
Legal fees - 3,500
4,173 9,215
Total resources expended 348,078 286,134
Net expenditure before gains and losses (49,018) (2,848)
Realised recognised gains and losses
Gains/(losses) on fixed asset investments (1,353) 2,054
Net expenditure (50,371) (794)

This page does not form part of the statutory financial statements

Page 15