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2025-09-30-accounts

Newton-Le-Willows Family and Community Association

Charity No. 1053999

Company No. 02819229

Trustees' Report and Unaudited Accounts

30 September 2025

Newton-Le-Willows Family and Community Association Contents

Pages
Trustees' Annual Report 2 to 5
Independent Examiner's Report 6
Statement of Financial Activities 7
Balance Sheet 8
Notes to the Accounts 9 to 16

Page 1

Newton-Le-Willows Family and Community Association Trustees Annual Report

The trustees, who are also directors of the charity for the purposes of the Companies Act 2006, herein present their report with the unaudited financial statements of the charity for the year ended 30 September 2025.

The financial statements have been prepared in accordance with the accounting policies set out in Note 1 to the accounts and comply with the charity's governing document, the Charities Act 2011, the Companies Act 2006 and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard 102 applicable in the UK and Republic of Ireland.

REFERENCE AND ADMINISTRATIVE DETAILS

Company No. 02819229

Charity No. 1053999

Registered Office

Newton-Le-Willows Family and Community Centre Park Road South Newton-Le-Willows WA12 8EX

Directors and Trustees

The Directors of the charitable company are its Trustees for the purposes of charity law. The following Directors and Trustees served during the year:

S. Chelton M. Coll D. Cunliffe R. Cunningham N. Hill T. Jones I. Rigby J. Rigby A. Robinson F. Ruddy S. Tickle (Resigned 13 November 2024) R. Towes

Accountants

Sefton Council for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 0LG

Page 2

Newton-Le-Willows Family and Community Association Trustees Annual Report

OBJECTIVES AND ACTIVITIES

Newton-Le-Willows Family and Community Association exists to serve the residents of Newton-Le-Willows and surrounding areas by:

Providing facilities and activities that promote community wellbeing, social connection and reduced isolation.

Delivering and hosting education, training, skills development, and community learning opportunities.

Supporting health and wellbeing, including physical activity, mental wellbeing support, family services and community safety iniatives.

Offering accessible space for local groups, volunteers, statutory services, charities and partners to run activities that benfit the community.

Promoting inclusion, equality, and community cohesion by ensuring the Centre is open, safe, and welcoming for all.

The trustees have given due consideration to the Charity Commission's guidance on the public benefit requirement.

ACHIEVEMENTS AND PERFORMANCE

As we reflect on another busy year at Newton Community Centre, we are filled with gratitude for the incredible people who make our work possible. our dedicated staff, passionate volunteers, and supportive community have been the driving force behind everything that we have achieved.

Your commitment, time and generosity have allowed us to continue delivering vital services and creating opportunities that truly make a difference. every hour volunteers, every donation made, and every word of encouragement has helped us achieve more.

This report is not just a record of our activities, it is a celebration of the collective effort that sustains our charity. Together we have faced challenges, embraced growth, and strengthened the bonds that make our community so special.

Thank you for standing with us and for believing in the power of what we do. We look forward to building on this success and continuing to make a positive impact in the year ahead.

In October 2024, Wargrave Big Local (WBL) became our tenants which meant that we could work much more in partnership with them to help them achieve their targets. Our Centre benefitted from additional funding from WBL to run additional courses such as British Sign Language and First Aid Courses and that partnership will run until end November 2025 when the WBL project will end.

November saw our annual Christmas Fair welcome 17 stall holders and over 300 visitors to shop; use our wonderful cafe, listen to our friends from Wargrave Community Choir sing Christmas songs as well as a chance for the children to meet Santa. In November we were also delighted to be nominated at the St Helens Volunteer Awards in a number of categories, although we didn't win a prize we were so happy to be nominated and had a wonderful evening with out team and nominated volunteers celebrating the great work that happens across the borough.

Page 3

Newton-Le-Willows Family and Community Association

Trustees Annual Report

December started with our Community Santa Project where our wonderful community donated gifts and treats so we could help 70 families locally with Christmas treats and over 500 Christmas gifts. We also had our annual Christmas breakfast in December where we welcomed 148 of the local community for bacon sandwishes and a continental selection - for a number of the attendees, this was the first time they had visited the Community Centre.

In February we were able to appoint to a Caretaker position (thanks to funding from WBL) and we welcomed Linda to the team. This great addition has meant we are able to open later in the evening and every Saturday which has increased our income generation along with our capacity to serve our community.

February was an especially exciting month as we learnt that we had been nominated for a King's Award for Voluntary Service. We welcomed representatives from the Lord Lieutenant of Merseyside to visit our centre and find out about all the wonderful work we do to support our community.

We were pleased to be able to replace our external doors and install a video entry system thanks to funding secured from SIP Charity Foundation and Autotrader.

We rely heavily on the marvellous support from our Volunteers so we were proud to host a Celebration Event on 29th April 2025 where every Volunteer was awarded a Certificate along with a glass of fizz! In April our staff team undertook Mental Health First Aid Training which has given them the skills to support vulnerable people at a much higher level within our Community.

In May we celebrated VE80 with a wonderful tea party attended by 80 local residents who were entertained with rousing war time tunes from Wargrave Community Choir whilst eating delicious cakes and scones baked by one of our Secretary to the Board of Trustees.

In June the staff team along with eight volunteers undertook a beginners course in British Sign Language and this has led to a further two courses for our Community. This has proved to be a very popular course and helping us to be a more inclusive organisation.

The Summer Fair in June was attended by around 200 people, many of whom enjoyed the singers we had invited to entertain them. Unfortunately the rain stopped play earlier than we had hoped but a lovely day was still had by all.

July was a busy month with the launch of Brushes and Brews - an evening with our Resident Artist, Naoise, hosting events of drawing along with a latte. it was also the 32nd year of our annual Playscheme where we welcomed (on average) 80 children per day for two weeks offering crafts, fun, sports and activities - all of which was offered free of charge. We can support this as a free provision due to fundraising and donations throughout the year.

Our friends at Sport Development, Newton Rotary and Wargrave Community Choir raised funds for us so, along with some of our own fundraising, we could install a new boiler to keep us warm in the colder months. We also welcomed Certas Energy to the centre who sent a team of volunteers to spend a day with us painting our new Community Garden walls!

Page 4

Newton-Le-Willows Family and Community Association

Trustees Annual Report

In September we were delighted and proud to welcome local dignitaries, volunteers and our community to the opening of our beautiful Community Garden made possible through funding from WBL as part of their legacy projects. The garden was officially opened by the Lord Lieutenant of Merseyside and this meant that our garden is now open for all of the community to enjoy. This will be my final report as Chair of Trustees, as my tenure comes to an end in March 2026. It has been an absolute privilege to lead this organisation since 2015. Over the years we have navigated challenges, celebrated meaningful successes, and continued to grow in impact and purpose.

I would like to express my sincere gratitude to Lisa Hulme and her team for their unwavering commitment and dedication to the charity, it shines through in everything they do. I also extend my heartfelt thanks to both current and former Trustees, whose support, wisdom, and encouragment have been invaluable to me throughout my time as Chair.

As I step down, I do so with immense pride in all that we have accomplished together and great confidence in the organisation's future. I wish the incoming Chair, the Board and the entire team every success in the years ahead. May the charity coninue to thrive, inspire and make a difference to all who depend on it.

FINANCIAL REVIEW

During the year ended 30 September 2025 the charity had a surplus of income over expenditure of £7,034 (2024: surplus £59,781). At 30 September 2025 the charity had bank balances of £118,878 (2024: £111,083) and net assets of £117,776 (2024: £110,742).

The reserves policy is to hold a minimum of three months running costs. At 30 September 2025 three months' running costs would be £56,533. At 30 September 2025 unrestricted reserves were £66,284.

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 the Companies Act 2006. The Trustees are also responsible for safeguarding the assets of the charity and hence taking reasonable steps for the prevention and detection of fraud and other irregularities.

The above report has been prepared in accordance with the provisions applicable to companies subject to the small companies regime as set out in Part 15 of the Companies Act 2006 and in accordance with the Charities SORP (FRS 102).

Signed on behalf of the board

F. Ruddy Trustee 30 May 2026

Page 5

Newton-Le-Willows Family and Community Association Independent Examiners Report

Independent Examiner's Report to the trustees of Newton-Le-Willows Family and Community Association

I report to the charity trustees on my examination of the financial statements of Newton-Le-Willows Family and Community Association for the year ended 30 September 2025 which comprise the Statement of Financial Activities, the Summary Income and Expenditure Account, the Balance Sheet and the related notes.

Responsibilities and basis of report

As the trustees of the charity (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 financial statements of the charity 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 financial statements 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 can confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that:

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 financial statements to be reached.

Ian Wright Chartered Accountant Sefton Council for Voluntary Service Burlington House Crosby Road North Waterloo Liverpool L22 0LG 30 May 2026

Page 6

Newton-Le-Willows Family and Community Association Statement of Financial Activities

for the year ended 30 September 2025

Notes
Income and endowments
from:
Donations and legacies
3
Charitable activities
4
Other trading activities
5
Investments
6
Total
Expenditure on:
Charitable activities
7
Total
Net gains on investments
Net income
Transfers between funds
Net income before other
gains/(losses)
Other gains and losses
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Total funds carried forward
Unrestricted
funds
2025
£
15,464
1,784
111,442
801
Restricted
funds
2025
£
-
99,320
4,354
-
Total funds
2025
£
15,464
101,104
115,796
801
Total funds
2024
£
3,091
159,898
63,819
402
129,491
91,997
103,674
134,134
233,165
226,131
227,210
167,429
91,997
-
134,134
-
226,131
-
167,429
-
37,494
-
(30,460)
-
7,034
-
59,781
-
37,494 (30,460) 7,034 59,781
37,494
28,790
(30,460)
81,952
7,034
110,742
59,781
50,961
66,284 51,492 117,776 110,742

Page 7

Newton-Le-Willows Family and Community Association Balance Sheet

at 30 September 2025

Company No.
02819229
Notes
2025
£
Fixed assets
Tangible assets
9
-
Current assets
Debtors
10
926
Cash at bank and in hand
118,878
119,804
Creditors:Amount falling due within one year
11
(2,028)
Net current assets
117,776
Total assets less current liabilities
117,776
Net assets excluding pension asset or liability
117,776
Total net assets
117,776
The funds of the charity
Restricted funds
12
Restricted income funds
51,492
51,492
Unrestricted funds
12
General funds
66,284
66,284
Reserves
12
Total funds
117,776
2024
£
-
-
111,083
111,083
(341)
110,742
110,742
110,742
110,742
81,952
81,952
28,790
28,790
110,742

These accounts have been prepared in accordance with the special provisions of Part 15 of the Companies Act 2006 relating to small companies.

For the year ended 30 September 2025 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of accounts.

Approved by the board on 30 May 2026

And signed on its behalf by:

T. Jones Trustee 30 May 2026

Page 8

Newton-Le-Willows Family and Community Association Notes to the Accounts

for the year ended 30 September 2025

Basis of preparation

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" ("FRS 102") and the Charities SORP "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). The charity meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note. The functional currency used is the £ Sterling.

Assets and liabilities are initially recognized at historical cost or transaction value unless otherwise stated in the relevant accounting policy note.

The functional currency used is the £ Sterling.

Preparation of the accounts on a going concern basis

At the time of approving the accounts, the trustees' have a reasonable expectation that the Charity has adequate resources to continue in operational existence for the forseeable future. As such these accounts have been prepared under the going concern basis.

Change in basis of accounting or to previous accounts

There has been no change to the accounting policies (valuation rules and method of accounting) since last year and no changes have been made to accounts for previous years.

Fund accounting

Unrestricted funds These are available for use at the discretion of the trustees in furtherance of the general objects of the charity. Designated funds These are unrestricted funds earmarked by the trustees for particular purposes. Revaluation funds These are unrestricted funds which include a revaluation reserve representing the restatement of investment assets at their market values. Restricted funds These are available for use subject to restrictions imposed by the donor or through terms of an appeal.

Page 9

Newton-Le-Willows Family and Community Association Notes to the Accounts

Expenditure

Taxation

The charity is exempt from corporation tax on its charitable activities.

Page 10

Newton-Le-Willows Family and Community Association Notes to the Accounts

Tangible fixed assets and depreciation

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

useful life:
Building improvements 20% Straight line
Equipment 20% Straight line
Computer 20% Straight line
Fixtures and fittings 15% Straight line

Trade and other 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.

Cash and cash equivalents

Cash and cash equivalents comprise cash at bank and on hand, demand deposits with banks and other short-term highly liquid investments with original maturities of three months or less and bank overdrafts. In the statement of financial position, bank overdrafts are shown within borrowings or current liabilities. In the Statement of Cash Flows, cash and cash equivalents are shown net of bank overdrafts that are repayable on demand and form an integral part of the company's cash management.

Trade and other creditors

Short term creditors are measured at the transaction price. Other creditors and provisions 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 and provisions are normally recognised at their settlement amount after allowing for any trade discounts due.

Pension costs

The charity operates a defined contribution plan for its employees. A defined contribution plan is a pension plan under which the company pays fixed contributions into a separate entity. Once the contributions have been paid the company has no further payments obligations. The contributions are recognised as expenses when they fall due. Amounts not paid are shown in accruals in the balance sheet. The assets of the plan are held separately from the company in independently administered funds.

2 Company status

The company is a private company limited by guarantee and consequently does not have share capital.

3 Income from donations and legacies

CAG
Miscellaneous income
Summer Playscheme
donations
Unrestricted
£
777
13,892
795
15,464
Total
2025
£
777
13,892
795
15,464
Total
2024
£
2,641
450
-
3,091

Page 11

Newton-Le-Willows Family and Community Association Notes to the Accounts

4 Income from charitable activities

The Big Lottery Fund Grant
Groundwork WABL
Garfield Weston
John Moores Foundation
Halton & St Helens VCA
Donations
Fit Forever subs
Groundwork CLM NCC
Capacity Building Support
Grant
Groundwork CLM Big Local
Grant Summer Playscheme
Italian Class subs
Loyalty Reward Banking
Membership
Miscellaneous income
Office supplies
5
Income from other trading activities
Cafe sales
Room hire charges
Fundraising
WABL
6
Income from investments
Bank interest received
Unrestricted
£
-
-
-
-
-
-
587
-
-
353
18
40
644
142
1,784
Unrestricted
£
14,141
36,272
11,559
49,470
111,442
Restricted
£
93,320
-
-
-
-
-
-
5,000
1,000
-
-
-
-
-
99,320
Restricted
£
-
-
4,354
-
4,354
Unrestricted
£
801
801
Total
2025
£
93,320
-
-
-
-
-
587
5,000
1,000
353
18
40
644
142
101,104
Total
2025
£
14,141
36,272
15,913
49,470
115,796
Total
2025
£
801
801
Total
2024
£
101,664
28,000
10,000
10,000
4,410
5,824
-
-
-
-
-
-
-
-
159,898
Total
2024
£
11,219
48,200
4,400
-
63,819
Total
2024
£
402
402

Page 12

Newton-Le-Willows Family and Community Association Notes to the Accounts

7 Expenditure on charitable activities

Unrestricted Restricted Total Total
2025 2024
£ £ £ £
Expenditure on charitable
activities
Cafe supplies 11,421 - 11,421 9,617
Community Activity Costs - - - 1,080
Playscheme Activity Costs - - - 1,595
Project expenses 32,964 4,878 37,842 13,542
Admin costs
Employee costs 8,057 129,256 137,313 112,301
Premises costs 15,287 - 15,287 12,597
General administrative costs 23,481 - 23,481 15,943
Legal and professional costs 528 - 528 -
Governance costs
Independent Examination 225 - 225 720
Confirmation Statement 34 - 34 34
91,997 134,134 226,131 167,429
8 Staff costs
2025 2024
Salaries and wages 127,503 106,152
Social security costs 7,215 4,698
Pension costs 2,595 1,451
137,313 112,301
No employee received emoluments in excess of £60,000.
The average monthly number of full time equivalent employees during the year was as follows:
2025 2024
Number Number
Community work 5 4
5 4

Page 13

Newton-Le-Willows Family and Community Association Notes to the Accounts

9 Tangible fixed assets

Land and
buildings
£
Cost or revaluation
At 1 October 2024
77,942
At 30 September 2025
77,942
Depreciation and
impairment
At 1 October 2024
77,942
At 30 September 2025
77,942
Net book values
At 30 September 2025
-
At 30 September 2024
-
10 Debtors
Trade debtors
11 Creditors:
amounts falling due within one year
Trade creditors
Other taxes and social security
Other creditors
Accruals
Equipment
£
36,764
36,764
36,764
36,764
-
-
Computer
£
11,735
11,735
11,735
11,735
-
-
2025
£
926
926
2025
£
-
1,323
479
226
2,028
Fixtures and
fittings
£
30,859
30,859
30,859
30,859
-
-
Total
£
157,300
157,300
157,300
157,300
-
-
2024
£
-
-
2024
£
341
-
-
-
341

Page 14

Newton-Le-Willows Family and Community Association Notes to the Accounts

12 Movement in funds

At 1 October
2024
Incoming
resources
(including
other
gains/losses
)
Resources
expended
At 30
September
2025
£
£
£
Restricted funds:
Restricted income funds:
The Big Lottery Fund Grant
24,214
93,320
(117,213)
321
Groundwork WABL
20,800
-
(7,043)
13,757
Garfield Weston
20,000
-
-
20,000
John Moores Foundation
10,000
-
-
10,000
VOLA Consortium
669
-
-
669
Merseyside Lieutenancy
Fund
1,800
-
-
1,800
Halton & St Helens VCA
4,069
-
(3,878)
191
Warburtons
400
-
-
400
Groundwork WABL Caretaker
-
5,000
(5,000)
-
Groundwork WABL
Playscheme
-
1,000
(1,000)
-
Groundwork WABL Garden
Ramp
-
854
-
854
Groundwork WABL Training
-
3,500
-
3,500
Total
81,952
103,674
(134,134)
51,492
Unrestricted funds:
General funds
28,790
129,491
(91,997)
66,284
Total funds
110,742
233,165
(226,131)
117,776
Purposes and restrictions in relation to the funds:
Restricted funds:
The Big Lottery Fund Grant
Life Skills project
Groundwork WABL
Caretaker's salary, playscheme, funding officer, planting, business support
Garfield Weston
Overheads and salary costs
John Moores Foundation
Overheads and salary costs
VOLA Consortium
Laptops and IT equipment
Merseyside Lieutenancy
Fund
Mens Health Programme
Halton & St Helens VCA
Mens Health Programme
Warburtons
Mens Health Programme
Groundwork WABL Caretaker
Caretaker
Incoming
resources
(including
other
gains/losses
)
£
93,320
-
-
-
-
-
-
-
5,000
1,000
854
3,500
103,674
129,491
233,165
Resources
expended
£
(117,213)
(7,043)
-
-
-
-
(3,878)
-
(5,000)
(1,000)
-
-
(134,134)
(91,997)
(226,131)
At 30
September
2025
£
321
13,757
20,000
10,000
669
1,800
191
400
-
-
854
3,500
51,492
66,284
117,776

Page 15

Newton-Le-Willows Family and Community Association Notes to the Accounts

es to the Accounts
Groundwork WABL Playscheme
Playscheme
Groundwork WABL Garden Garden ramp
Ramp
Groundwork WABL Training Training

13 Analysis of net assets between funds

Net current assets
14 Reconciliation of net cash / (net debt)
Cash and cash equivalents
Net cash / (net debt)
Unrestricted
funds
£
66,284
66,284
At 1 October
2024
£
Restricted
funds
£
51,492
51,492
Cash flows
£
Total
£
117,776
117,776
At 30
September
2025
£
111,083 7,795 118,878
111,083
111,083
7,795
7,795
118,878
118,878

FRS 102 requires and entity to report changes in net debt in the accounting period. Newton-Le-Willows Family and Community Association does not carry any debt or other borrowings and has a positive net cash position

15 Commitments

Pension commitments

Pension commitments
2025 2024
£ £
The pension cost charge to the company
amounted to: 2,595 1,451

16 Related party disclosures

Controlling party

The company is limited by guarantee and has no share capital; thus no single party controls the company.

Page 16

Draft accounts 30 05 26

Final Audit Report

2026-06-09

Created: 2026-06-05 By: Simone Me-me (simone.meme@seftoncvs.org.uk) Status: Signed Transaction ID: CBJCHBCAABAAEDxEYogE05rW3WWhflpoByXbK-nYxrQ3

"Draft accounts 30 05 26" History

Document created by Simone Me-me (simone.meme@seftoncvs.org.uk)

2026-06-05 - 1:20:43 PM GMT- IP address: 80.209.135.82

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