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2025-08-31-accounts

REGISTERED COMPANY NUMBER: 08246084 (England and Wales) REGISTERED CHARITY NUMBER: 1156087

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 August 2025

for

Oakey Dokeys Pre-School Limited

Oakey Dokeys Pre-School Limited

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

Oakey Dokeys Pre-School Limited (Registered number: 08246084)

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

The objectives of the charity are to enhance the development and education of children primarily under statutory school age by encouraging parents to understand and provide for the needs of their children through community groups and by:

(a) Offering appropriate play facilities and training courses, together with the right of parents to take responsibility for and to become involved in the activities of such groups, ensuring that such groups offer opportunities for all children whatever their race, culture, religion, means or ability

(b) Encouraging the study of the needs of such children and their families and promoting public interest in and recognition of such needs in the local areas

(c) Instigating and adhering to and furthering the aim of the pre-school learning alliance.

The charity achieves these objectives through its running of a pre-school which operates under the name of Oakey Dokeys.

Our ethos

We are committed to creating a positive learning environment where we will value your child's individuality and nurture their creativity. We offer opportunities and experiences based on the foundation stage early learning goals and are committed to encouraging children to learn through play (the messier the better).

ACHIEVEMENTS AND PERFORMANCE

The academic year 2024/2025 began with 30 children on roll during the Autumn term. A mixture of 2,3- and 4-year-olds, with 12 joining the setting throughout the year.

Financially there was a healthy balance in the current account at the start of the financial year, as well as reserve funds to cover 3 months running costs and funds in the fundraising account for additional resources.

Our AGM was held on the Wednesday 2nd October 2024, a chance to review the previous year and set our goals and objectives for the year ahead. This year, Elizabeth Dvorak was elected to replace Sarah Harris as our chair, with Abbie Young maintaining her position of Treasurer and Paisley Barendrecht taking on the secretary role.

Income increased through the year, as more children joined the setting and additional funds were raised through fundraising events including our annual Bauble Hunt at Christmas and a sponsored Valentines Walk.

In April 2025, in line with government increases in the National Minimum Wage, all staff wages increased.

In June 2025 we had the following staff changes; Paul De La Bruyere left the business, Sarah Wright was employed as a new cleaner, and Sophie Rice handed in her notice to leave in September 2025.

Staffing costs accounted for 78.6% of the total expenditure and 73.1% of total income during the 2024/25 financial year. The budgeted staffing allocation was 88.9% of planned expenditure, and actual staffing costs were well controlled, reaching 99.8% of the allocated staffing budget.

Oakey Dokeys Pre-School have enjoyed another busy year, with 16 children leaving for Primary School.

Page 1

Oakey Dokeys Pre-School Limited (Registered number: 08246084)

Report of the Trustees for the Year Ended 31 August 2025

FINANCIAL REVIEW

Reserves policy

The trustees consider that an appropriate level of reserves would be the sum equivalent to cover three months' staff costs and overheads. It is considered that this sum should be sufficient to cover any fluctuations in income and any short term interruptions to its day to day activities.

At 31 August 2025 the charity had undesignated unrestricted funds in the sum of £95,078 (2024: £77,177) which was sufficient under the terms of the above policy.

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.

Recruitment and appointment of new trustees

Trustees are selected from members and others who have expressed a willingness to become involved and are usually elected at a General meeting. At each Annual General Meeting, all Trustees must stand for re-election.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Company number

08246084 (England and Wales)

Registered Charity number

1156087

Registered office

Beaumont Road Great Oakley Harwich Essex CO12 5BA

Trustees

J D White (resigned 19.9.24) A Young E Law (resigned 29.9.25) H Hill (appointed 3.11.25) (resigned 29.9.25) H Hill (appointed 3.11.25) (resigned 29.9.25) Karina Jowitt S Turner (appointed 2.10.24) (resigned 5.11.25) S Harris (resigned 2.10.24) D Mowbray (resigned 2.10.24) F C Trigg (appointed 2.10.24) S R I Rice (appointed 2.10.24) (resigned 3.9.25) J H Eaton (appointed 2.10.24) (resigned 5.11.25) E Dvorak (appointed 2.10.24) R G Bushell (appointed 2.10.24) E J L Bisset (appointed 2.10.24) (resigned 29.9.25) P J M Barendecht (appointed 2.10.24) (resigned 29.9.25) Z P Davies (appointed 29.9.25) H L Mitchell (appointed 29.9.25) C Morgan (appointed 29.9.25) M Vickery (appointed 29.9.25) S M L Turner-Moyes (appointed 29.9.25)

Page 2

Oakey Dokeys Pre-School Limited (Registered number: 08246084)

Report of the Trustees

for the Year Ended 31 August 2025

REFERENCE AND ADMINISTRATIVE DETAILS Company Secretary

Independent Examiner

S Welling FCCA TC Group Accountants Town Wall House Balkerne Hill Colchester Essex CO3 3AD

Bankers

TSB 16 Buttermarket Ipswich Suffolk IP1 1BG

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 9 June 2026 and signed on its behalf by:

H Hill - Trustee

Page 3

Independent Examiner's Report to the Trustees of Oakey Dokeys Pre-School Limited

Independent examiner's report to the trustees of Oakey Dokeys Pre-School Limited ('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

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.

S Welling FCCA

TC Group Accountants Town Wall House Balkerne Hill Colchester Essex CO3 3AD

19 June 2026

Page 4

Oakey Dokeys Pre-School Limited

Statement of Financial Activities for the Year Ended 31 August 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Charitable activities
Operation of the pre-school
165,266
Other trading activities
2
6,194
Investment income
3
846
Other income
-
Total
172,306
EXPENDITURE ON
Raising funds
770
Charitable activities
Operation of the pre-school
159,459
Total
160,229
NET INCOME
12,077
RECONCILIATION OF FUNDS
Total funds brought forward
88,426
TOTAL FUNDS CARRIED FORWARD
100,503
Restricted
funds
£
3,032
-
-
-
3,032
-
3,032
3,032
-
-
-
31.8.25
Total
funds
£
168,298
6,194
846
-
175,338
770
162,491
163,261
12,077
88,426
100,503
31.8.24
Total
funds
£
140,810
994
300
60
142,164
87
129,848
129,935
12,229
76,197
88,426

The notes form part of these financial statements

Page 5

Oakey Dokeys Pre-School Limited (Registered number: 08246084)

Balance Sheet 31 August 2025

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
8
7,673
CURRENT ASSETS
Debtors
9
3,106
Cash at bank and in hand
92,144
95,250
CREDITORS
Amounts falling due within one year
10
(2,420)
NET CURRENT ASSETS
92,830
TOTAL ASSETS LESS CURRENT
LIABILITIES
100,503
NET ASSETS
100,503
FUNDS
12
Unrestricted funds
TOTAL FUNDS
Restricted
funds
£
-
-
-
-
-
-
-
-
31.8.25
Total
funds
£
7,673
3,106
92,144
95,250
(2,420)
92,830
100,503
100,503
100,503
100,503
31.8.24
Total
funds
£
13,262
2,174
74,540
76,714
(1,550)
75,164
88,426
88,426
88,426
88,426

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...

Oakey Dokeys Pre-School Limited (Registered number: 08246084)

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 9 June 2026 and were signed on its behalf by:

H Hill - Trustee

A Young - Trustee

The notes form part of these financial statements

Page 7

Oakey Dokeys Pre-School Limited

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.

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.

Charitable activities

In the opinion of the Trustees the charity has only one activity being the operation of the pre school. In addition, all fund raising activities and governance matters, with the exception of the Independent Examiner's fees and Trustees' insurance, are dealt with by the Trustees and other volunteers at no cost to the charity. Therefore all support costs are considered to be in relation to the operation of the pre school.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Improvements to property - Evenly over the term of the lease Equipment - 15% on cost Office equipment - 25% on cost

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.

Hire purchase and leasing commitments

Rentals paid under operating leases are charged to the Statement of Financial Activities on a straight line basis over the period of the lease.

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.

continued...

Page 8

Oakey Dokeys Pre-School Limited

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

2. OTHER TRADING ACTIVITIES

2. OTHER TRADING ACTIVITIES
31.8.25 31.8.24
£ £
Fundraising events 6,194 994
3. INVESTMENT INCOME
31.8.25 31.8.24
£ £
Deposit account interest 846 300
4. NET INCOME/(EXPENDITURE)
Net income/(expenditure) is stated after charging/(crediting):
31.8.25 31.8.24
£ £
Depreciation - owned assets 6,393 7,117
Other operating leases 1,790 1,760

5. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 August 2025 nor for the year ended 31 August 2024.

Trustees' expenses

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

6. STAFF COSTS

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

Early years practitioners
Administration
31.8.25
8
1
9
31.8.24
7
1
8

No employees received emoluments in excess of £60,000.

continued...

Page 9

Oakey Dokeys Pre-School Limited

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

7.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Charitable activities
Operation of the pre-school
131,776
Other trading activities
994
Investment income
300
Other income
60
Total
133,130
EXPENDITURE ON
Raising funds
87
Charitable activities
Operation of the pre-school
120,814
Total
120,901
NET INCOME
12,229
RECONCILIATION OF FUNDS
Total funds brought forward
76,197
TOTAL FUNDS CARRIED FORWARD
88,426
Restricted
funds
£
9,034
-
-
-
9,034
-
9,034
9,034
-
-
-
Total
funds
£
140,810
994
300
60
142,164
87
129,848
129,935
12,229
76,197
88,426

continued...

Page 10

Oakey Dokeys Pre-School Limited

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

8. TANGIBLE FIXED ASSETS

Improvements
to
property
Equipment
£
£
COST
At 1 September 2024
112,949
3,665
Additions
-
424
At 31 August 2025
112,949
4,089
DEPRECIATION
At 1 September 2024
101,700
2,374
Charge for year
5,824
339
At 31 August 2025
107,524
2,713
NET BOOK VALUE
At 31 August 2025
5,425
1,376
At 31 August 2024
11,249
1,291
9.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Trade debtors
Prepayments and accrued income
10.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Social security and other taxes
Other creditors
Accruals and deferred income
Office
equipment
£
4,826
380
5,206
4,104
230
4,334
872
722
31.8.25
£
1,621
1,485
3,106
31.8.25
£
1,091
513
816
2,420
Totals
£
121,440
804
Totals
£
121,440
804
122,244
108,178
6,393
114,571
7,673
13,262
31.8.24
£
550
1,624
2,174
31.8.24
£
388
274
888
1,550
1,550

continued...

Page 11

Oakey Dokeys Pre-School Limited

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

11. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:

31.8.25 31.8.24
£ £
Within one year 1,728 1,738
Between one and five years 1,728 3,476
3,456 5,214

12. MOVEMENT IN FUNDS

Unrestricted funds
General fund
Capital fund re tenants improvements
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
Capital fund re tenants improvements
Restricted funds
SEN funding
EYPP funding
Inclusion grant
TOTAL FUNDS
At 1.9.24
£
77,177
11,249
88,426
88,426
Incoming
resources
£
172,306
-
172,306
1,749
510
773
3,032
175,338
Net
movement
At
in funds
31.8.25
£
£
17,901
95,078
(5,824)
5,425
12,077
100,503
12,077
100,503
Resources
Movement
expended
in funds
£
£
(154,405)
17,901
(5,824)
(5,824)
(160,229)
12,077
(1,749)
-
(510)
-
(773)
-
(3,032)
-
(163,261)
12,077
Net
movement
At
in funds
31.8.25
£
£
17,901
95,078
(5,824)
5,425
12,077
100,503
12,077
100,503
Resources
Movement
expended
in funds
£
£
(154,405)
17,901
(5,824)
(5,824)
(160,229)
12,077
(1,749)
-
(510)
-
(773)
-
(3,032)
-
(163,261)
12,077
12,077
-
-
-
-
12,077

continued...

Page 12

Oakey Dokeys Pre-School Limited

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

12. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
movement At
At 1.9.23 in funds 31.8.24
£ £ £
Unrestricted funds
General fund 59,124 18,053 77,177
Capital fund re tenants improvements 17,073 (5,824) 11,249
76,197 12,229 88,426
TOTAL FUNDS 76,197 12,229 88,426

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

Unrestricted funds
General fund
Capital fund re tenants improvements
Restricted funds
SEN funding
Inclusion grant
TOTAL FUNDS
Incoming
resources
£
133,130
-
133,130
6,219
2,815
9,034
142,164
Resources
Movement
expended
in funds
£
£
(115,077)
18,053
(5,824)
(5,824)
(120,901)
12,229
(6,219)
-
(2,815)
-
(9,034)
-
(129,935)
12,229
Resources
Movement
expended
in funds
£
£
(115,077)
18,053
(5,824)
(5,824)
(120,901)
12,229
(6,219)
-
(2,815)
-
(9,034)
-
(129,935)
12,229
12,229
-
-
-
12,229

The capital fund re tenants improvements was originally created upon the capitalisation of tenants improvements. These are being depreciated over the term of the lease and an amount equivalent to the depreciation is released from the designated fund each year.

13. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 August 2025.

Page 13