## **Trustees’ Annual Report for the period**
**From 01/09/2023 Period start date To 31/08/2024 Period end date Charity name: Oakley Pre-school CIO**
## **Charity registration number: 1203935**
## **Objectives and Activities**
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SORP reference
Summary of the purposes of Para 1.17 Oakley Pre-school CIO is the CIO entity
the charity as set out in its that will take over operations from Oakley
governing document Pre-school Group (Charity number
1026323).
Oakley Pre-school provides early years
education and childcare, 5 days a week
across 38 weeks of the year, in line with
school term time, for children aged 2-5. The
Pre-school also provides Wraparound care
for school age children attending Oakley
School.
The Pre-school is used by residents of
Oakley & the surrounding areas. The has a
paid staff (including manager and deputy
manager, with the direction and oversight
for the charity from a group of volunteers
who form the committee/trustees.
Summary of the main Para 1.17 and The Early Years setting has a mixture of
1.19
activities in relation to those government funded and fee-paying
purposes for the public children. Sessions are structured to support
benefit, in particular, the the development of the children within the
activities, projects or Early Years Foundation Stage (EYFS) and
services identified in the these sessions are carefully planned to
accounts. provide thoughtful and engaging topics
each term.
The children have access to a classroom
and garden, and use of school facilities is
also encouraged.
Statement confirming Para 1.18
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit
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**Additional information (optional)** You may choose to include further statements where relevant about:
SORP reference
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Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
The committee are all volunteers who give
Para 1.38 their time to overseeing the direction and
Contribution made by vision of Pre-school. Committee members
volunteers have also provided additional support in
Pre-school when needed.
Other
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## **Achievements and Performance**
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SORP reference
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|**Achievements and Performance**|**Achievements and Performance**|**Achievements and Performance**|
|---|---|---|
|SORP reference|||
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20||
**Additional information (optional)** You may choose to include further statements where relevant about:
|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|**Additional information (optional)**
You may choose to include further statements where relevant about:|
|---|---|---|
||||
|Achievements against
objectives set|Para 1.41||
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41|Oakley Pre-school CIO was not operation
during 2023-24 as we were awaiting our
Ofsted registration. Oakley Pre-school CIO
became operation in 2024-25.|
|---|---|---|
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|There was no operations during 2023-24
for Oakley Pre-school CIO. All financials
are included under Oakley Pre-school
Group.|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22||
|Amount of reserves held|Para 1.22||
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
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Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal
sources of funds (including Para 1.47
any fundraising)
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the principal Para 1.46
risks facing the charity
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|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47||
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25||
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25||
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25||
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction
and training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
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Charity name Oakley Pre-school CIO
Other name the charity uses Oakley Pre-school
Registered charity number 1203935
Charity’s principal address
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## **Names of the charity trustees who manage the charity**
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Joanne Grey Chair 11 July 2023 Pre-school Committee
Kirsten Ebeling- Secretary 11 July 2023
2
Hornett
Simon Sehgal Treasurer 11 July 2023 – 19 July
3
2024
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved
## **Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
**Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
**Signature(s) Full name(s) Position (eg Secretary, Chair, etc) Date**
**Balance Sheet**
## **Oakley Pre-school CIO**
## **As at 31 August 2024**
|Fixed Assets|0|
|---|---|
|Current Assets|0|
|Creditors: amounts falling due within one year|0|
|Net Current Assets (Liabilities)|0|
|Total Assets less Current Liabilities|0|
|Net Assets|0|
|Capital and Reserves|0|
**Profit and Loss**
## **Oakley Pre-school CIO**
## **For the year ended 31 August 2024**
|Turnover|0|
|---|---|
|Cost of Sales|0|
|Gross Profit|0|
|Administrative Costs|0|
|Operating Profit|0|
|Profit on Ordinary Activities before Taxation|0|
|Profit after Taxation|0|