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2025-03-31-accounts

St Thomas’ Day Nursery Financial Statements

Year Ended 31[st] March 2025

Charity registration number: 1101149 Company registration number: 02134060

St. Thomas Day Nursery Contents

Page
Charity Reference and Administrative Details 3
Trustees' Annual Report 4 - 7
Independent Examiner's Report 8
Statement of Financial Activities (Including Income and Expenditure Account) 9
Balance Sheet 10
Notes to the Financial Statements 11 - 14

St Thomas’ Day Nursery Report for the trustees for the year ending 31 March 2025

Details

Charity Registration Number 1101149 Company Registration Number 2134060

Committee Members

J. Dopke

L. Glitz

B. Hu (resigned December 2024)

K. Kessler

N. Madzio (resigned December 2024)

A. McLean

Staff Members joining the committee:

N. Pargeter (Manager)

C. Black (Deputy Manager)

Registered Office

40 St Thomas Street Oxford Oxfordshire OX1 1JL

Independent Examiner

Lee Baker FCA Wenn Townsend 30 St Giles Oxford OX1 3LE

Page 3

St Thomas’ Day Nursery Trustees' Report for the year ended 31 March 2025

Trustees' Report

The trustees are pleased to present their annual directors’ report, together with the financial statements of the charity, for the year ending 31 March 2025. These are also prepared to meet the requirements for a directors’ report and accounts for Companies Act purposes. The financial statements comply with the Charities Act 2011, the Companies Act 2006, the Memorandum and Articles of Association, and 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 2015).

Chair’s report

St Thomas’ Day Nursery continues to provide high quality childcare. This is achieved through the dedication and professionalism of our highly skilled and qualified staff, excellent leadership and a committed and involved parent community. The committee wishes to record its gratitude to all those who have contributed to the nursery’s continued success, particularly those who have faced challenging news in this past year and actively engaged with providing a future home for the nursery.

Our purposes and activities

The objectives as set out in the Memorandum and Articles of Association are to enhance the development and education of children under statutory school age.

St Thomas’ Day Nursery is an independent, family-oriented, not-for-profit nursery situated in the centre of Oxford and established in 1986. Managed by an elected committee of parents, the nursery provides 40 places for children up to school age on a year-around basis.

The nursery receives Government funding for eligible children, generally after the term they turn nine months.

Achievements and performance

St Thomas’ Day Nursery is largely operating in standard operations as happened before the pandemic. We have now successfully hosted a Christmas play for the first time in years (with the previous year failing on an available venue last minute).

The entire early years sector is still under significant pressure to attract and retain staff, and the committee would like to convey its gratitude to the outstanding staff working at St Thomas’. St Thomas' has a strong learning and development culture, both in supporting staff to progress beyond NVQ Level 3 and by offering top quality placements for work experience and initial foundation training.

St Thomas' has continued its commitment to provide high quality childcare at affordable rates to working families by keeping fees relatively low against local averages. In view of our pressure to provide a new location (see below), we had to increase fees this financial year with a goal of forecasting a slight profit, knowing that we would likely have to spend more than we can currently reliably estimate. Being busy with our premises has also kept the committee from engaging with organisation of a fun day, something we hope to do again in 2025.

The nursery has worked hard to offer the children a wide range of experiences this year, making the most of our location in the centre of Oxford by visiting local attractions and travelling to local parks, and enjoying visits from animals, insects and other educational specialists.

Page 4

St Thomas’ Day Nursery Trustees' Report for the year ended 31 March 2025

Reiterating a crucial matter from the previous year: Having gone through 2023 with little financial challenges beyond the forecasted slight losses, St Thomas’ instead had to cope with building related issues:

We had a very positive meeting with architects in May 2023 regarding the planned renovation of the Galilee rooms, just opposite our current location and belonging to our landlord. However, the year ended with our landlord informing us in late November 2023 that the planned move would not happen after all due to financial constraints on their end. Faced with a current lease end date in mid 2025, we have therefore sprung into action to find a new home for the nursery, as well as extending our lease as quickly as possible. The savings we had intended for a move (about £110k) have been utilised to purchase an industrial unit (11 King’s Meadow Estate), with a view to easy renovation without value loss. Furthermore, we have engaged with grant funding applications. The biggest grant we could apply for was the Community Ownership Fund from the Department for Levelling Up, Housing and Communities. After an initial forecasted reply in late May, the government called an election just then, preventing any funding announcements. By the time the new government was in place, half a year on, we received a kindly worded rejection, suggesting that they didn’t believe we could succeed, thereby implying we should give up.

It is at this point that the chair wishes to use this report to say praise to his fellow committee members for not giving up then and there.

Since purchasing the building in summer 2024, our financial situation has held steady at a 3 month reserve (not including the building value), which the committee deems appropriate, in case a next pandemic comes around.

We have successfully engaged with an architect to draw up plans for renovation, as well as with the County Council’s early years team to earmark funding for our cause. In January 2025 we have approached a local charitable business (ACETraining) to help us with initial clearing of the structure for future renovation, which they have done at little cost to ourselves and benefit to their own cause. An application for permitted development to allow us operation with an improved staff room with natural lighting through upper floor windows has been declined by Oxford City Council, suggesting that they disagreed with our assessment and required a full application, which we started preparing at the end of March 25, while demolition was making good progress.

Financial review

The nursery has sustained a reasonable financial performance this year and the trustees report an account profit of £13,944 (2024: loss of £8,919) for the year, with total cash funds of £278,145 (2024: £264,201) at year end. We planned our year with a target small profit, expecting to be challenged by expenditure for a new building, and with an exceptionally good refill of places in late summer/early autumn, we managed to produce a net profit.

Occupancy rates have remained good overall, nationally there has been a shortage of good quality staff as well as people signing up to do apprenticeships or training in Early Years. This is despite the Government leading a recruitment drive for Early Years. The sector has seen many nurseries close due to staffing issues and our nursery has been inundated with parents needing to find alternative provision. Coupled with the new funding for children under the age of 3 this means we have a healthy waiting list. We have been home-growing our own apprentices which will mean that we will have good quality staff to continue the high standards we strive for in the next 12 months. Therefore we are confident in the nursery's ability to continue as a going concern.

Many Early Years providers have suffered significant financial distress in recent years, exacerbated by the impact of the pandemic and more recently by the sharp increases in the cost of living. The trustees have been monitoring the evolving factors carefully, and have worked hard to balance modest fee increases with the need to ensure fair and sufficient pay for our staff. The nursery's charitable structure, good reserves and careful management of administrative costs means that it is well positioned for the future. Due to our healthy reserves, designated as well as general, we found ourselves in a situation where we were able to acquire property for the nursery, using our designated move reserves for a deposit on the new building.

Page 5

St Thomas’ Day Nursery Trustees' Report for the year ended 31 March 2025

Statement of public benefit

St Thomas’ Day Nursery provides full day care for children up to the age of five years. The nursery’s aim is to enable parents to go back to work by providing full day care at a reasonable cost and to provide care and education for children before they start school. The nursery encourages parents to take advantage of government funding and tax-free childcare to help with the cost of childcare.

The committee engages closely with the parent body and encourages parents to join the committee and become more involved in the learning and development of their children as well as supporting the management team through sharing their knowledge and experience. Parents can become involved in activities with the children, including annual fun days. These opportunities promote public interest in the recognition of the needs of families and young children. This also gives parents the opportunity to become involved, gain new skills and grow in confidence and form friendships with other parents.

Structure, Governance and Management

Governing Document

St Thomas’ Day Nursery is a company limited by guarantee governed by its Memorandum and Articles of Association dated 21 May 1987 as amended by special resolution dated 3 October 2013 and registered at Companies House on 22 October 2013. It is registered as a charity with the Charity Commission.

Appointment of trustees

Trustees are elected at the AGM held each year. All parents of enrolled children are invited to attend the AGM and can stand for election to the committee. Trustees may also be elected to the Committee during the year by vote of the Committee.

Trustee induction and training

Parents are invited to learn about the trustee role before standing for election and may attend committee meetings to find out more, provided an NDA is signed. We have prepared an induction pack to help to onboard new trustees and to guide them through key things they need to do, such as registering with Ofsted and undertaking DBS clearance.

Trustees responsibilities in relation to the financial statements

The charity trustees (who are also the directors of St Thomas Day Nursery for the purposes of company law) are responsible for preparing a trustees’ annual report and financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). Company law requires the charity trustees to prepare financial statements for each year which give a true and fair view of the state of affairs of the charitable company and the group and of the incoming resources and application of resources, including the income and expenditure, of the charitable group for that period.

In preparing the financial statements, the trustees are required to:

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and to enable them to ensure that the financial statements comply with Companies Act 2006. They are also responsible for safeguarding the assets of the charity and the group and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

Page 6

St Thomas’ Day Nursery Trustees' Report for the year ended 31 March 2025

The trustees are responsible for the maintenance and integrity of the corporate and financial information included on the charitable company’s website. Legislation in the United Kingdom governing the preparation and dissemination of financial statements may differ from legislation in other jurisdictions.

On behalf of the board

J Dopke, Trustee

29 January 2026

Page 7

Independent Examiner's Report to the Trustees of St Thomas’ Day Nursery

I report on the accounts of the company for the year ended 31 March 2025 which are set out on pages 8 to 14.

Respective responsibilities of trustees and examiner

The trustees (who are also the directors of the company for the purposes of company law) are responsible for the preparation of the accounts. The trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and that an independent examination is needed. The charity’s gross income exceeded £250,000 and I am qualified to undertake the examination.

Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:

Basis of independent examiner's report

My examination was carried out in accordance with the general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a “true and fair view” and the report is limited to those matters set out in the statement below.

Independent examiner's statement

In connection with my examination, no matter has come to my attention:

1) which gives me reasonable cause to believe that, in any material respect, the requirements:

 to prepare accounts which accord with the accounting records, comply with the accounting requirements of section 396 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities

Have not been met; or

2) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Lee Baker FCA Wenn Townsend 30 St Giles Oxford OX1 3LE

29 January 2026

Page 8

St Thomas' Day Nursery Statement of Financial Activities for the Year Ended 31 March 2025

Note Unrestricted
Funds
Designated
Funds
Total Funds
£
£
£
Income and endowments from:
Voluntary income - donations
2
-
-
-
Charitable activities
3
558,953
-
558,953
Other income
4
2,872
-
2,872
Investment income
5
2,339
-
2,339
Total income and endowments
564,164
-
564,164
Expenditure on:
Charitable activities
6
550,220
-
550,220
Total expenditure
550,220
-
550,220
Net income / (expenditure)
13,944
-
13,944
Transfers
55,000
(55,000)
-
Net movement in funds
12
68,944
(55,000)
13,944
Reconciliation of funds:
Total funds brought forward
12
169,201
95,000
264,201
Total funds carried forward
238,145
40,000
278,145
2025
Unrestricted
Funds
Designated
Funds
Total Funds
£
£
£
-
-
-
486,514
-
486,514
1,190
-
1,190
5,187
-
5,187
492,891
-
492,891
501,810
-
501,810
501,810
-
501,810
(8,919)
-
(8,919)
-
-
-
(8,919)
-
(8,919)
178,120
95,000
273,120
169,201
95,000
264,201
2024

The notes on pages 12 to 16 form part of these financial statements.

Page 9

St Thomas' Day Nursery Balance Sheet at 31st March 2025

2025 2024
Note £ £
Fixed Assets
Tangible Assets 9 459,321 -
Current assets 459,321 -
Debtors 10 4,737 2,885
Cash at bank and in hand 162,453 284,603
Creditors: amounts falling due 11 167,190
41,553
287,488
23,287
within one year
Net current assets 584,958 264,201
Creditors: amounts falling due 11 306,813 -
after more than one year
Net assets 278,145 264,201
Charity Funds
Unrestricted funds 238,145 169,201
Designated funds 40,000 95,000
Total charity funds 278,145 264,201

For the financial year in question, the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

No members have required the company to obtain an audit of its accounts for the year in question in accordance with section

476 of the Companies Act 2006.

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

The financial statements were approved and authorised for issue by the Board on 29 January 2026

Signed on behalf of the board of trustees

J Dopke, Trustee

Trustees Report

The notes on pages 12 to 16 form part of these financial statements.

Company registration number: 02134060

Page 10

Note
2025
Net cash flow from operating
activities
14
20,041
Cash flow from investing
activities
Acquisition of property
(459,321)
Net cash used in investing
activities
(459,321)
Cash flow from financing
activities
Interest received
2,339
New loan in period
319,725
Repayments
(4,934)
Net cash used in financing
activities
317,130
Change in cash and cash
equivalents in the year
(122,150)
Cash and cash equivalents
brought forward
284,603
Cash and cash equivalents
carried forward
162,453
St Thomas' Day Nursery
Statement of Cashflows
at 31st March 2025
2024
(15,433)
-
-
5,187
-
-
5,187
(10,246)
294,849
284,603

The notes on pages 12 to 16 form part of these financial statements.

Company registration number: 02134060

Page 11

St. Thomas Day Nursery Notes to the Financial Statements Year ended 31st March 2025

1 Summary of significant accounting policies

(a) General information and basis of preparation

St Thomas’ Day Nursery is a Registered Limited Charity in the United Kingdom. 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. The address of the registered office is given in the charity information on page 3 of these financial statements. The nature of the charity’s operations and principal activities are the provision of nursery facilities.

The charity constitutes a public benefit entity as defined by FRS 102. The financial statements have been prepared in accordance with 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 issued in October 2019, the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102), the Charities Act 2011, the Companies Act 2006 and UK Generally Accepted Accounting Practice.

The financial statements are prepared on a going concern basis under the historical cost convention.

The significant accounting policies applied in the preparation of these financial statements are set out below. These policies have been consistently applied to all years presented unless otherwise stated.

(b) Funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity and which have not been designated for other purposes.

Endowment funds represent those assets which must be held permanently by the charity. Income arising on the endowment funds can be used in accordance with the objects of the charity and is included as unrestricted income. Any capital gains or losses arising on the investments form part of the fund. Investment management charges and legal advice relating to the fund are charged against the fund.

(c) Income recognition

All incoming resources are included in the Statement of Financial Activities (SoFA) when the charity is legally entitled to the income after any performance conditions have been met, the amount can be measured reliably and it is probable that the income will be received. Fee income is included on an accruals basis with fees received in advance included in deferred income (see note 8).

(d) Expenditure recognition

All expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all costs related to the category. Expenditure is recognised where there is a legal or constructive obligation to make payments to third parties, it is probable that the settlement will be required and the amount of the obligation can be measured reliably.

(e) Support costs allocation

Support costs are those that assist the work of the charity but do not directly represent charitable activities and include office costs, governance costs, and administrative payroll costs. As all costs are deemed to directly relate to charitable activities, support costs have not been disclosed separately.

(f) 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:

Freehold land and buildings - None (buildings are maintained such that no depreciation is deemed necessary)

(f) Debtors and creditors receivable / payable within one year

Debtors and creditors with no stated interest rate and receivable or payable within one year are recorded at transaction price.

(g) Tax

The charity is an exempt charity within the meaning of schedule 3 of the Charities Act 2011 and is considered to pass the tests set out in Paragraph 1 Schedule 6 Finance Act 2010 and therefore it meets the definition of a charitable company for UK corporation tax purposes.

Page 12

St. Thomas Day Nursery Notes to the Financial Statements Year ended 31st March 2025

(h) Going concern

The financial statements have been prepared on a going concern basis as the trustees believe that no material uncertainties exist. The trustees have considered the level of funds held and the expected level of income and expenditure for 12 months from authorising these financial statements. The budgeted income and expenditure is sufficient with the level of reserves for the charity to be able to continue as a going concern.

2 Voluntary income

Donations
3
Income from charitable activities
Regular Booked Fees
Special Needs Grant
Registration Fees
4
Income from other trading activities
Other Income
5
Interest Income
Bank interest
6
Analysis of expenditure on charitable activities
Direct costs
Wages and salaries
Insurance
Printing, postage and stationery
Subscriptions
Computer costs
Telephone
Repairs and maintenance
Utilities
Rent - charge for current year
Rates
Accountancy
Ofsted fees
Other legal fees
General expenses
Bank charges
Interest payable
2025
£
-
-
2025
£
555,968
1,425
1,560
558,953
2025
£
2,872
2,872
2025
£
2,339
2,339
2025
£
26,225
443,718
3,327
340
410
1,204
951
10,983
8,790
27,067
2,695
4,672
220
3,790
660
154
15,014
550,220
2024
£
-
-
20204
£
479,885
5,189
1,440
486,514
2024
£
1,190
1,190
2024
£
5,187
5,187
2024
£
23,452
429,082
1,583
336
98
1,020
1,000
5,034
4,889
27,012
2,765
3,055
220
1,426
708
130
-
501,810

Please note, support costs are all deemed to directly relate to charitable activities and as such have been included above

All costs in both of the above years are unrestricted

Page 13

St. Thomas Day Nursery Notes to the Financial Statements Year ended 31st March 2025

7 Analysis of staff costs, trustee remuneration and expenses, and cost of key management personnel

Salaries and wages
Social security costs
Pension costs
Casual wages
Other staff costs
2025
£
410,746
19,436
11,307
1,310
919
443,718
2024
£
391,427
19,244
10,439
2,270
5,703
429,083

No employees had employee benefits in excess of £60,000 (2024: nil). Pension costs are allocated to activities in proportion to the related staffing costs incurred and are wholly charged to unrestricted funds.

The charity trustees were not paid or received any other benefits from employment with the Charity (2024: £nil) neither were they reimbursed expenses during the year (2024: £nil). No charity trustee received payment for professional or other services supplied to the charity (2024: £nil).

8 Staff numbers

The average monthly head count was 19 staff (2024: 23 staff) and the average monthly number of full-time equivalent employees (including casual and part-time staff) during the year were as follows:

Nursery floor workers
Support staff (Cook, Cleaner)
2025
18
1
19
2024
22
1
23

The key management personnel of the charity, the Trust, comprise the trustees (who are not paid), the Manager and the Assistant Manager. The total employee benefits of the key management personnel of the Charity were £77,833 (2024: £73,318).

9 Tangible Fixed Assets

Tangible Fixed Assets
Cost:
At 1 April 2024
Additions
Disposals
At 31 March 2025
Depreciation:
At 1 April 2024
Disposals
Charge in year
At 31 March 2025
Net Book Value:
At 31 March 2024
At 31 March 2025
Buildings
-
459,321
-
459,321
-
-
-
-
-
459,321

Page 14

St. Thomas Day Nursery Notes to the Financial Statements Year ended 31st March 2025

10 Debtors

2025
£
Trade debtors
-
Prepayments and accrued income
3,250
Other debtors
1,487
4,737
11 Creditors: amounts falling due within one year
2025
£
Trade creditors
3,890
Other tax and social security
6,934
Accruals and deferred income
22,751
Loan
7,978
41,553
Accruals and deferred income includes £22,751 (2024: £16,642) of income received in advance.
Creditors: amount falling due after more than
one year
2025
Loan
306,813
306,813
2024
£
188
2,697
-
2,885
2024
£
887
5,758
16,642
-
23,287
2024
-
-

The bank loan totalling £314,791 (2024: £nil) is secured against freehold property.

The bank loan include aggregate amounts of £306,813

12 Fund reconciliation

Unrestricted funds

2025
Unrestricted
General Unrestricted
Designated Building Move Reserve
Designated Repairs Reserve
2024
Unrestricted
General Unrestricted
Designated Building Move Reserve
Designated Repairs Reserve
Balance at
01/04/2024
Income
Expenditure Transfers
Balance at
31/03/2025
£
£
£
£
169,201
564,164
(550,220)
55,000
238,145
55,000
-
-
(55,000)
-
40,000
-
-
-
40,000
264,201
564,164
(550,220)
-
278,145
Balance at
01/04/2023
Income
Expenditure Transfers
Balance at
31/03/2024
£
£
£
£
178,120
492,891
(501,810)
-
169,201
55,000
-
-
-
55,000
40,000
-
-
-
40,000
273,120
492,891
(501,810)
-
264,201

Page 15

St. Thomas Day Nursery Notes to the Financial Statements Year ended 31st March 2025

13 Net assets by fund

2025
Tangible Fixed Assets
Debtors
Cash at bank and in hand
Creditors: amounts falling due within one year
Creditors: amounts falling due after one year
2024
Debtors
Cash at bank and in hand
Creditors: amounts falling due within one year
General
Unrestricted
Designated
Reserves
Total
£
£
£
459,321
-
459,321
4,737
-
4,737
122,453
40,000
162,453
(41,553)
-
(41,553)
(306,813)
-
(306,813)
238,145
40,000
278,145
General
Unrestricted
Designated
Reserves
Total
£
£
£
2,885
-
2,885
189,603
95,000
284,603
(23,287)
-
(23,287)
169,201
95,000
264,201

14 Cash generated from operations

(Deficit)/surplus for the year
Adjustments for:
Interest received
Movements in working capital:
Decrease/(increase) in debtors
Increase/(decrease) in creditors
Cash generated from operations
2025
13,944
(2,339)
(1,852)
10,288
20,041
2024
(8,919)
(5,187)
617
(1,944)
(15,433)

Page 16