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2025-03-31-accounts

Registered Charity no. 1127986 Registered Company no. 06769345

Percy Community Centre (Company Limited by Guarantee)

Trustees Annual Report and Accounts

Year Ended 31st March 2025

Percy Community Centre

Year Ended 31st March 2025

Contents Page

Page
Legal and Administrative Information 1
Trustee's Annual Report 2
Independent Examiners Report 5
Statement of Financial Activities and Income 6
and Expenditure Account
Statement of Financial Position 7
Notes to the Financial Statements 8

Percy Community Centre

Year Ended 31st March 2025

Legal and Administrative Information

Reference

The Charity is called <Percy Community Centre= and is registered with the Charity Commission for England and Wales as an Incorporated Association limited by guarantee. The organisation was incorporated on the 9th December 2008.

Registered Charity Number 1127986
Registered Company Number 06769345
Registered Office Percy Community Centre
New King Street
Bath
BA1 2BN
The Trustees and Directors A Thompson
T A Clarke
P H Asgarian
E K Britton Resigned 27th October 2025
T L Pike
P Nisbett
Company Secretary and Chief R A Houghton
Operational Officer
Primary Bankers CAF Bank
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4JQ
Independent Examiner Nigel Wyatt BSC FCA
Wyatt & Co Chartered Accountants
125 Main Street
Garforth
Leeds
LS25 1AF

1

Percy Community Centre

Year Ended 31st March 2025

Trustees' Annual Report (Incorporating the Directors9 Report)

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 ending 31 March 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

The Percy Community Centre is the incorporated successor of the Percy Community Association (Charity no. 1024614, registered on 1 October 1991).

The Charity9s objectives are:

To further or benefit the residents of Bath and the surrounding environs, without distinction of sex, sexual orientation, race or of political, religious or other opinions by associating together the said residents and the local authorities, voluntary and other organisations in a common effort to advance education and to provide facilities in the interests of social welfare for recreation leisure time occupation with the objective of improving the conditions of life for the residents.

In furtherance of these objectives but not otherwise, the Trustees shall have power:

Financial Review

Traditionally the bulk of the Centre9s income is derived from room hire activities together with grants from a small number of sources. Expenditure is divided between core running costs, which are funded primarily out of the room hire income, and activities delivered free to users, which are generally supported by grants and donations.

We were fortunate in again receiving generous donations from the Ludlow (formerly Roper) Trust, the Medlock Trust. Bath & West Community Energy, the Quartet Express Fund and Awards for All. The Community Infrastructure Fund provided finance for the upgrading of our outside court floodlights to LEDs. As always we are grateful to Bath & North East Somerset Council for its continuing support for the Centre, not least for maintenance and repairs.

The Charity has retained the £30,000 8Bounce-back9; government loan as an investment, repaying it over time so as to form the basis of an unrestricted reserve. This accords with the Charity9s desire of building a reserve equivalent to between three and six months9; expenditure. The Trustees consider

2

Percy Community Centre

Year Ended 31st March 2025

Trustees' Annual Report (Incorporating the Directors9 Report)

that reserves at this level would ensure that in the event of a significant drop in income they would be able to continue the Charity9s primary activities while additional funds were sourced.

The charities9 position at the end of the year is as follows:

Restricted Funds £16,451 Unrestricted funds £1,681 Total £18,132

The first half of the year proved challenging for the Charity. The Youth Project suffered a loss of funding resulting in a deficit by the end of the year. A reduction in costs and new funding will enable it to return to credit in 2025-26. From December, also, room booking income increased significantly. Nevertheless we are looking in more detail at stronger operational and financial controls and are taking steps to create a robust long term plan and strategy to secure the future of the Centre.

The trustees have assessed the Charity9s ability to continue operations, considering its financial position, reserves, and cash flow forecasts for the next 12 months and are satisfied that the Charity has sufficient resources to remain a going concern. They will continue to monitor, develop and implement systems to mitigate exposure to risks.

The trustees would like to thank all of the staff and volunteers who contribute so much to ensure the successful achievement of the Centre9s objectives.

Structure, Governance and Management

Governing documents

The Charity is controlled by its governing documents, a Memorandum and Articles of Association, and is also constituted as a company limited by guarantee, as defined by the Companies Act 2006. None of the trustees has any beneficial interest in the Company. All of the trustees are members of the Company and each has guaranteed to contribute £1 in the event of its winding up.

The Centre rents its building, for which it holds a protected tenancy, from the Local Authority at a nominal rent, currently £200 per annum. This arrangement is considered to be stable, at least for the next three years.

Trustees9 Responsibilities Statement

The trustees (who are also directors of the charitable company for the purposes of company law) are responsible for preparing the trustees9 report (incorporating the directors9 report) and the financial statements in accordance with applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 The Financial Reporting Standard applicable in the UK and Republic of Ireland (United Kingdom Generally Accepted Accounting Practice). Company law requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charitable company and of the income and expenditure of the charitable company for that period. In preparing these financial statements, the trustees are required to:

÷ select suitable accounting policies and apply them consistently;

3

Percy Community Centre

Year Ended 31st March 2025

Independent Examiners Report

I report to the trustees on my examination of the financial statements of Percy Community Centre ('the charity') for the year ended 31 March 2025.

Responsibilities and Basis of Report

As the trustees of the charity you are responsible for the preparation of the financial statements in accordance with the requirements of the Charities Act 2011 (8the Act9).

I report in respect of my examination of the charity's financial statements carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent Examiner's Statement

I confirm that I am qualified to undertake the examination because I am a member of the Institute of Chartered Accountants in England and Wales (ICAEW), which is one of the listed bodies.

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the charity as required by section 130 of the Act; or

  2. the financial statements do not accord with those records; or

  3. the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a 8true and fair' view which is not a matter considered as part of an independent examination.

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.

Nigel Wyatt BSC FCA Date: 03/02/2026 Independent Examiner 125 Main Street Garforth Leeds LS25 1AF

5

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

1 Accounting Policies

Basis of Preparation

Percy Community Centre is a private company limited by guarantee registered in England. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £10 per member of the charity. The address of the registered office is given in the charity information.

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 (FRS 102) 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. They are presented in pounds sterling, which is the functional currency of the charity, and rounded to the nearest pound.

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.

Assessment of 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 are sufficient with levels of reserves for the charity to be able to continue as a going concern.

Fund Accounting

Unrestricted income funds comprise those funds which the trustees are free to use for any purpose in furtherance of the charitable objects. Unrestricted funds include designated funds where the trustees, at their discretion, have set aside resources for a specific purpose.

Restricted funds are funds which are to be used in accordance with specific restrictions imposed by the donor or the term of specific appeal, often know as a 8special offering9 in the church.

8

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

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

Incoming Resources

All income is recognised once the charity has entitlement to that income, there is sufficient certainty of receipt, and it is probable that the income will be received, and the amount of income can be measured reliably.

Grants and Donations

Where donors specify that grants or donations must be used in a future accounting period, the income is deferred until those periods.

Where donors impose conditions which have to be fulfilled before the charity becomes entitled to use such income, the income is deferred until the period in which the preconditions are met.

Where donors specify that grants or donations are for a particular restricted purpose, which does not amount to pre-conditions regarding entitlement, the income is included in incoming reserves within restricted funds when received.

Room Hire and Other Activities

Income from room hire and other booking activities is recognized when the charity has provided the service, entitlement to the income is established, receipt is probable, and the amount can be measured reliably. Deposits received in advance of room bookings are treated as deferred income and recognized as income only when the booking occurs. Forfeited deposits are recognized as income at the point entitlement is confirmed, in accordance with the charity's terms and conditions for cancellations.

Resources expended

Resources expended are recognised in the Statement of Financial Activities on an accruals basis, inclusive of VAT. Individual costs are allocated between the various headings in the Statement of Financial Activities by reference to their underlying nature or the reason for which those costs were incurred, on an estimated percentage basis.

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.

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Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

Creditors and Provisions

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.

Tangible Fixed Assets

Tangible fixed assets are capitalised if they exceed £500 and depreciated by 25% per annum on straight line basis, so as to write off each asset over its estimated useful life.

Pensions

Contributions, which are payable into the personal pension plans of individual members of staff, are charged to the Statement of Financial Activities in the period to which they relate. The charity operates a salary sacrifice scheme in respect of pension contributions.

Operating Leases

Rental charges payable under operating leases are charged on a straight line basis over the terms of the lease.

Taxation

The charity is exempt from tax on its charitable activities.

Legal Status of the Charity

The charity is a company limited by guarantee and has no share capital. In the event of the charity being wound up, the liability in respect of the guarantee is limited to £10 per member of the charity.

Critical accounting estimates and judgements

Estimates and judgements are continually evaluated and are based on historical experience and other factors, including expectations of future events that are believed to be reasonable under the circumstances. The Charity makes estimates and assumptions concerning the

future. The resulting accounting estimates and assumptions will, by definition, seldom equal the related actual results.

There are no critical judgements, significant assumptions concerning the future and key sources of estimation of uncertainty at the reporting date that have a significant risk of causing a material adjustment to the carrying amounts of assets and liabilities within the next

financial year.

10

Percy Community Centre

Year Ended 31st March 2025

Statement of Financial Activities and Income and Expenditure Account

2025 2024
Unrestricted Restricted Total Total
Funds Funds Funds Funds
Note £ £ £ £
Income
Donations and legacies 22,718 22,588 45,306 51,384
Charitable activities 112,267 5,764 118,031 115,597
Investment income 657 - 657 513
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total Income 2 135,642 28,352 163,994 167,494
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Expenditure
Expenditure on charitable activities 3 157,106 49,525 206,631 150,689
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total Expenditure 157,106 49,525 206,631 150,689
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Net Income / (Expenditure) (21,464) (21,173) (42,637) 16,805
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Net Income and Net Movement in Funds
Total funds brought forward 12 17,349 43,420 60,769 43,964
Transfers 12 5,796 (5,796) - -
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total Funds Carried Forward 12 1,681 16,451 18,132 60,769
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%

All income and expenditure derive from continuing activities.

The statement is a combined Statement of Financial Activities and Income and Expenditure Account for the purposes of meeting both companies act and charity SORP reporting requirements.

6

2025 2024
Fixed Assets Note £ £
Tangible fixed assets 8 5,095 2,815
Current Assets
Debtors
Cash at bank and in hand
9 12,754
27,773
17,166
68,749
40,527 85,915
Creditors: Amounts Falling Due Within One Year 10 10,361 7,588
Net Current Assets 30,166 78,327
Total Assets Less Current Liabilities 35,261 81.142
Creditors: Amounts Falling Due After More Than One Year 11 17,129 20,373
Net Assets 13 18,132 60.769
Funds of The Charity
Restricted funds
Unrestricted funds
General funds
12
12
16,451
1.681
43,420
17.349
Total Charity Funds 12 18.132 60.769

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

**2 ** Analysis of Income
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Donations and Legacies
Donations 718 138 856
Grants 22,000 22,450 44,450
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
22,718 22,588 45,306
Charitable Activities
Room hire and related income 111,838 2,311 114,149
Refreshment and other sales 429 3,453 3,882
After school clubs - - -
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
112,267 5,764 118,031
Investment Income
Bank interest 657 - 657
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
657 - 657
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total income 135,642 28,352 163,994
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Donations and Legacies
Donations 429 42 471
Grants 20,000 30,913 50,913
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
20,429 30,955 51,384
Charitable Activities
Room hire and related income 113,444 1,807 115,251
Refreshment and other sales 171 175 346
After school clubs - - -
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
113,615 1,982 115,597
Investment Income
Bank interest 513 - 513
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
513 - 513
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total income 134,557 32,937 167,494
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%

11

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

3 Expenditure on Charitable Activities by Fund Type

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Active playgroup activity costs 359 139 498
Administration 2,943 - 2,943
Bad debt 236 - 236
Building costs 24,875 26,730 51,605
Governance Costs 5,928 - 5,928
Mental Health support group activity costs - 1 1
Percy youth project activity costs - 1,262 1,262
Playscheme 713 - 713
Ride-on activity costs - 41 41
Staff Expenses 570 - 570
Sundries - - -
The living room activity costs - - -
Wages and salaries 121,482 21,125 142,607
Warm room activity costs - 227 227
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
157,106 49,525 206,631
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Active playgroup activity costs 629 - 629
Administration 2,079 - 2,079
Bad debt 285 - 285
Building costs 13,184 7,401 20,584
Governance Costs 5,009 - 5,009
Mental Health support group activity costs - - -
Percy youth project activity costs - 1,808 1,808
Playscheme 1,052 - 1,052
Ride-on activity costs - - -
Staff Expenses - - -
Sundries 200 111 311
The living room activity costs - 623 623
Wages and salaries 99,286 18,786 118,072
Warm room activity costs - 237 237
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
121,724 28,966 150,689
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%

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Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

4 Governance Costs

Governance Costs
Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Legal and professional fees 5,928 - 5,928
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
5,928 - 5,928
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Legal and professional fees 5,009 - 5,009
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
5,009 - 5,009
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Independent Examination Fees
Fees payable to the independent examiner for:
2025 2024
£ £
Independent Examiner's and other accountancy fees 1,373 1,320

5 Independent Examination Fees

6 Staff Costs

The total staff costs and employee benefits for the reporting period are analysed as follows:

2025 2024
£ £
Gross wages and salaries 137,930 114,851
Employer's national insurance 2,613 1,618
Employer's pension contribution 2,064 1,808
%%%%%%%%%% %%%%%%%%%%
142,607 118,277
%%%%%%%%%% %%%%%%%%%%

The average headcount of employees during the year was as follows:

2025 2024
Average headcount 14 14

No employee received benefits of more than £60,000 during the year (2024: 0).

Key Management Personnel

The charity considers its key management personnel to be the Centre Manager. The total employee benefit during the year including employers pension contribution was £34,269 (2024: £34,269).

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Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

7 Trustee Remuneration and Expenses

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

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

8 Tangible Fixed Assets

**8 ** Tangible Fixed Assets
Plant and Fixtures and
Machinery equipment Total
£ £ £
Cost
At 1 April 2024 8,994 13,031 13,031
Additions - 3,693 3,693
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
8,994 16,724 16,724
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Depreciation
At 1 April 2024 8,994 10,216 10,216
Charge for this year - 1,413 1,413
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
8,994 11,629 11,629
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Carrying amount
At 31 March 2025 - 5,095 5,095
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
At 31 March 2024 - 2,815 2,815
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
**9 ** Debtors
2025 2024
£ £
Trade debtors 12,754 17,166
Other debtors - -
Prepayments - -
%%%%%%%%%% %%%%%%%%%%
12,754 17,166
%%%%%%%%%% %%%%%%%%%%

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Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

10 Creditors: Amounts Falling Due Within One Year

2025 2024
£ £
Trade creditors 3,347 74
Other creditors 2,596 2,382
Accrued expenses 606 1,320
Bank loan 3,812 3,812
%%%%%%%%%% %%%%%%%%%%
10,361 7,588
%%%%%%%%%% %%%%%%%%%%
Creditors: Amounts Falling Due After One Year
2025 2024
£ £
Bank loan 17,129 20,373
%%%%%%%%%% %%%%%%%%%%
17,129 20,373
%%%%%%%%%% %%%%%%%%%%

11 Creditors: Amounts Falling Due After One Year

The charity has a Bounce Back loan of £24,185 during the year (2024: £24,185)

15

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

12 Analysis of Charitable Funds

Analysis of Charitable Funds
31 March
1 April 2024 Income Expenditure Transfers 2025
£ £ £ £ £
Unrestricted Funds
Unrestricted
General funds 17,349 135,642 (157,106) 5,796 1,681
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total Unrestricted Funds 17,349 135,642 (157,106) 5,796 1,681
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Restricted Funds
Active Playgroup (Bath Half) 655 118 (895) 122 -
BASS 518 - (270) - 248
BWCE 181 - - (181) -
Chit-Chat Club 493 - - (493) -
Fancy Feet 2,788 - - (2,788) -
Mental Health support group 447 - (646) 199 -
Noticeboard 81 - - - 81
Outside court resurfacing 25,353 - (26,460) 1,107 -
Pan School 80 - - - 80
Percy Playgroups - 17,793 - - 17,793
Percy Youth Project 9,214 3,740 (17,535) (699) (5,280)
Polish Support - 4,657 (2,371) (1,083) 1,203
Quartet (BWCE) - 2,044 - (1,794) 250
Ride-on funding 265 - (41) - 224
Warm Room Fund 3,345 - (1,307) (186) 1,852
Annexe doors - - - - -
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
43,420 28,352 (49,525) (5,796) 16,451
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Total Funds 60,769 163,994 (206,631) - 18,132
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%

Material Fund Transfers

Fancy Feet

The Fancy Feet project ended in 2020 with the retirement of the group leader, and the start of Lockdown. The original funds provided by Green Hall and Quartet had been spent in full in accordance with the funders' wishes but a surplus remained from contributions paid by users of the service. The group leader and trustees agreed that these could be transferred to the Percy Youth Project

Polish support £2,083 was transferred from the Polish support fund to the General fund as the fund contributes toward room hire and Administration support under the restrictions of the grant and donations.

16

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

Analysis of Charitable Funds Cont.

Material Fund Transfers

Quartet (BWCE) During the year, an asset was purchased using the Quartet fund was transferred to be held in the General fund for the purpose of depreciation.

Funds in Deficit at 31st March 2025

Percy Youth Project

The year end deficit was a consequence of continuing the service despite the funding having been exhausted. We were unsuccessful in obtaining new funding until July 2025 when the youth project received £5,000, to continue this work


work
1 Apr 2023 Income Expenditure Transfers 31 Mar 2024
£ £ £ £ £
Unrestricted Funds
Unrestricted
General funds 1,240 134,557 (121,724) 3,275 17,349
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%
Total Unrestricted Funds 1,240 134,557 (121,724) 3,275 17,349
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%
Restricted Funds
Active Playgroup (Bath Half) - 1,952 (1,297) - 655
Annexe doors - 3,640 - (3,640) -
BASS 518 - - - 518
BWCE 347 - (166) - 181
Chit-Chat Club 493 - - - 493
Fancy Feet 2,788 - - - 2,788
Mental Health support group 5,324 - (4,878) - 447
Noticeboard 81 - - - 81
Outside court resurfacing - 25,353 - - 25,353
Pan School 81 - - - 81
Percy Youth Project 25,474 1,992 (18,252) - 9,214
Polish Support 1,841 - (2,206) 365 -
Ride-on funding 376 - (111) - 265
Warm Room Fund 5,401 - (2,056) - 3,345
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%
42,724 32,937 (28,966) (3,275) 43,421
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%
Total Funds 43,964 167,494 (150,689) - 60,769
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
%%%%%%%%%%

17

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

Analysis of Charitable Funds Cont.

Material Fund Transfers

Annexe doors

During the year ending 31st March 2024, Annexe Doors were purchased and installed, fulfilling the purpose of the restricted fund. These assets have been capitalized as fixed assets on the balance sheet. Consequently, the restricted fund is no longer required, and the remaining balance has been transferred to the general fund to reflect that the doors are now held as part of the charity9s unrestricted assets.

Fund Descriptions

Active Playgroup (Bath Half)

Annexe doors

BASS

Restricted funding received as proceeds or sponsorship from the Bath Half Marathon to support the charity9s "Active Playgroup" sessions.

Restricted funding for the replacement of the entrance doors for the Annexe building. The project was completed in March 2024, and the costs have been capitalized as fixed assets in the accounts. Restricted funding originally provided by Bristol Autism Spectrum Service (BASS) to improve the rooms used for NHS outreach services. The funding covered specific enhancements, including installing an acoustic wall and door. This represents the remaining balance of the original £18,000 grant.

BWCE Restricted funding received as part of a grant from Bath & West Community Energy (BWCE) for plant room insulation. Following an underspend, the funder permitted the surplus to be used for the benefit of the Centre. Chit-Chat Club Restricted funding to support an afternoon social club for individuals over 60. The club and its related activities, such as "Fun Fitness," were discontinued after COVID-19, and no further sessions have been held. Fancy Feet Restricted funding to provide a foot care service for elderly users. The service ceased following COVID-19, as the person running it did not return, and no replacement has been found to date. Mental Health support group Restricted funding for a free drop-in group held on Monday mornings for families, including the provision of healthy snacks. The fund was fully utilized in the 2024/25 financial year. Noticeboard Restricted funding received from the ward councillor fund for the purchase and installation of a community noticeboard. A small surplus remains unspent. Outside court resurfacing Funding from the Community Infrastructure Levy (CIL) Fund for installation of a 2G artificial playing surface. Completed in July 2024.

18

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

Pan School

Percy Youth Project

Restricted funding from Youth Music and the Arts Council to support a community-based music and arts program. The program ceased before COVID-19, but efforts are ongoing to secure new funding to restart the initiative.

Restricted funding from the CIL Fund to run a twice-weekly youth drop-in service. The funding was fully utilized, and the project concluded in August 2024.

Polish Support

Ride-on funding

Warm Room Fund

Restricted funding to provide a free Polish advice service, including a weekly Tuesday drop-in session for translation support, form-filling, and general advice.

Restricted funding for the purchase of equipment to support "Active Play" sessions, a free weekly playgroup promoting physical activity for children.

Restricted funding to provide a <Warm Space= at the Centre. Sessions currently run on Thursdays, offering hot soup and snacks to all visitors seeking warmth and support.

13 Analysis of Net Assets Between Funds

Unrestricted Restricted Total Funds
Funds Funds 2025
£ £ £
Tangible fixed assets 5,095 - 5,095
Current assets 24,076 16,451 40,527
Creditors less than 1 year (10,361) - (10,361)
Creditors more than 1 year (17,129) - (17,129)
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
1,681 16,451 18,132
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
Unrestricted Restricted Total Funds
Funds Funds 2024
£ £ £
Tangible fixed assets 2,815 - 2,815
Current assets 42,495 43,420 85,915
Creditors less than 1 year (7,588) - (7,588)
Creditors more than 1 year (20,373) - (20,373)
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%
17,349 43,420 60,769
%%%%%%%%%% %%%%%%%%%% %%%%%%%%%%

19

Percy Community Centre

Year Ended 31st March 2025

Notes to the Financial Statements

14 Related Party Transactions

During the year ending 31st March 2025 there were no related party transactions.

As at 31 March 2024, an outstanding debt of £718 was owed by YogaKave. One of the two owners of YogaKave, Alex Mackenzie, was a trustee of Percy Community Centre at the time the debt was incurred. All the invoice payments were paid during this financial year and there was no outstanding debt at the end of the financial year 31st March 2025.

20