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2023-09-30-accounts

REGISTERED CHARITY NUMBER: 1128317

REPORT OF THE TRUSTEES AND

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30TH SEPTEMBER 2023

FOR

WYRE FOREST SWIMMING CLUB

Michael Heaven & Associates Limited Chartered Certified Accountants 47 Calthorpe Road Edgbaston BIRMINGHAM B15 1TH

WYRE FOREST SWIMMING CLUB

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH SEPTEMBER 2023

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 12
Detailed Statement of Financial Activities 13

WYRE FOREST SWIMMING CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30TH SEPTEMBER 2023

The trustees present their report with the financial statements of the charity for the year ended 30th September 2023. 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 club are the promotion of community participation in healthy recreation, in particular, by the provision of facilities for swimming and the teaching of swimming.

Review of activities

During the year the club continued the provision of swimming facilities. The trustees are satisfied that all activities undertaken on behalf of the club are in accordance with the governing document and are in keeping with the aims and strategies of the charity. There were no significant changes during the year.

The club is indebted to the volunteers that make contributions to the running of events and galas, raising funds and especially running the squad and teaching sessions. The club thanks all the teachers and coaches who are continuing the progress of the club's swimmers.

Future plans

The club plans to continue to further expand the provision of teaching swimming to the local community. The expansion of the teaching facilities will have a number of beneficial impacts:

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

1128317

Principal address

3 Shrubbery street Kidderminster DY10 2QZ

Page 1

WYRE FOREST SWIMMING CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30TH SEPTEMBER 2023

Trustees

Mr S Denton - Trustee Mr S Parker - Trustee (resigned 4/1/2023) H Grover - Trustee (appointed 28/11/2022) S Meenan - Trustee (appointed 28/11/2022) R Turner - Trustee (appointed 28/11/2022)

Independent Examiner

Michael Heaven & Associates Limited Chartered Certified Accountants 47 Calthorpe Road Edgbaston BIRMINGHAM B15 1TH

Bankers

Virgin Money 30 St Vincent Place Glasgow G1 2HL

Approved by order of the board of trustees on 1st May 2024 and signed on its behalf by:

Mr S Denton - Trustee

Page 2

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF WYRE FOREST SWIMMING CLUB

Independent examiner's report to the trustees of Wyre Forest Swimming Club

I report to the charity trustees on my examination of the accounts of Wyre Forest Swimming Club (the Trust) for the year ended 30th September 2023.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

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 Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts 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 true 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.

Michael Heaven & Associates Limited Chartered Certified Accountants 47 Calthorpe Road Edgbaston BIRMINGHAM B15 1TH

1st May 2024

Page 3

WYRE FOREST SWIMMING CLUB

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30TH SEPTEMBER 2023

2023
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
155,855
EXPENDITURE ON
Raising funds
171,857
NET INCOME/(EXPENDITURE)
(16,002)
RECONCILIATION OF FUNDS
Total funds brought forward
25,089
TOTAL FUNDS CARRIED FORWARD
9,087
2022
Total
funds
£
192,884
170,867
22,017
3,072
25,089

The notes form part of these financial statements

Page 4

WYRE FOREST SWIMMING CLUB

BALANCE SHEET 30TH SEPTEMBER 2023

2023
Unrestricted
fund
Notes
£
FIXED ASSETS
Tangible assets
5
2,193
CURRENT ASSETS
Prepayments and accrued income
438
Cash at bank and in hand
24,148
24,586
CREDITORS
Amounts falling due within one year
6
(17,692)
NET CURRENT ASSETS
6,894
TOTAL ASSETS LESS CURRENT
LIABILITIES
9,087
NET ASSETS
9,087
FUNDS
8
Unrestricted funds
9,087
TOTAL FUNDS
9,087
2022
Total
funds
£
2,924
426
34,827
35,253
(13,088)
22,165
25,089
25,089
25,089
25,089

The financial statements were approved by the Board of Trustees and authorised for issue on 1st May 2024 and were signed on its behalf by:

Mr S Denton - Trustee

The notes form part of these financial statements

Page 5

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30TH SEPTEMBER 2023

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, 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 Charities Act 2011. 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.

Grants and donations are only included in the Statement of Financial Activities when the general income recognition criteria are met (5.10 to 5.12 FRS102 SORP).

Gift Aid receivable is included in income when there is a valid declaration from the donor. Any Gift Aid amount recovered on a donation is considered to be part of that gift and is treated as an addition to the same fund as the initial donation unless the donor or the terms of the appeal have specified otherwise.

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.

Tangible fixed assets

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

Fixtures and fittings - 25% on reducing balance

Taxation

The charity is exempt from 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.

Page 6

continued...

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

1. ACCOUNTING POLICIES - continued

Fund accounting

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

Debtors

Short term debtors are measured at transaction price, less any impairment.

Creditors

Short term trade creditors are measured at the transaction price.

Financial instruments

The charity only enters into basic financial instruments transactions that result in the recognition of financial assets and liabilities like trade and other accounts receivable and payable and loans from related parties.

Government grants

Government grants are accounted for under both the performance and accruals model. Grants under the accruals model in relation to tangible fixed assets are credited to the profit and loss account over the useful lives of the related assets, whereas those in relation to expenditure are credited when the expenditure is charged to profit and loss. Grants under the performance model are recognised when the performance related conditions are met. The government grants recognised in the financial statements are as follows:

2. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30th September 2023 nor for the year ended 30th September 2022.

Trustees' expenses

There were no trustees' expenses paid for the year ended 30th September 2023 nor for the year ended 30th September 2022.

continued...

Page 7

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

3. STAFF COSTS

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

Lifeguards
Coaches
2023
-
-
-
2022
8
3
11

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

4. COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES

Unrestricted
fund
£
INCOME AND ENDOWMENTS FROM
Donations and legacies 192,884
EXPENDITURE ON
Raising funds 170,867
NET INCOME 22,017
RECONCILIATION OF FUNDS
Total funds brought forward 3,072
TOTAL FUNDS CARRIED
FORWARD 25,089

continued...

Page 8

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

5. TANGIBLE FIXED ASSETS

COST
At 1st October 2022 and
30th September 2023
DEPRECIATION
At 1st October 2022
Charge for year
At 30th September 2023
NET BOOK VALUE
At 30th September 2023
At 30th September 2022
6.
CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Bank loans and overdrafts (see note 7)
Trade creditors
Other creditors
2023
£
104
6,906
10,682
17,692
Fixtures
and
fittings
£
10,571
7,647
731
8,378
2,193
2,924
2022
£
-
8,498
4,590
13,088

continued...

Page 9

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

7. LOANS

An analysis of the maturity of loans is given below:

Amounts falling due within one year on demand:
Bank overdrafts
MOVEMENT IN FUNDS
Unrestricted funds
General fund
TOTAL FUNDS
Net movement in funds, included in the above are as follows:
Unrestricted funds
General fund
TOTAL FUNDS
At
1/10/22
£
25,089
25,089
Incoming
resources
£
155,855
155,855
2023
2022
£
£
104
-
Net
movement
At
in funds
30/9/23
£
£
(16,002)
9,087
(16,002)
9,087
Resources
Movement
expended
in funds
£
£
(171,857)
(16,002)
(171,857)
(16,002)

8. MOVEMENT IN FUNDS

continued...

Page 10

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

8. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Net
At movement At
1/10/21 in funds 30/9/22
£ £ £
Unrestricted funds
General fund 3,072 22,017 25,089
TOTAL FUNDS 3,072 22,017 25,089
Comparative net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 192,884 (170,867) 22,017
TOTAL FUNDS 192,884 (170,867) 22,017
A current year 12 months and prior year 12 months combined position is as follows:
Net
At movement At
1/10/21 in funds 30/9/23
£ £ £
Unrestricted funds
General fund 3,072 6,015 9,087
TOTAL FUNDS 3,072 6,015 9,087

continued...

Page 11

WYRE FOREST SWIMMING CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30TH SEPTEMBER 2023

8. MOVEMENT IN FUNDS - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
TOTAL FUNDS
Incoming
resources
£
348,739
348,739
Resources
Movement
expended
in funds
£
£
(342,724)
6,015
(342,724)
6,015

9. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 30th September 2023.

Page 12

WYRE FOREST SWIMMING CLUB

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30TH SEPTEMBER 2023

INCOME AND ENDOWMENTS
Donations and legacies
Donations received
Membership and swim fees
Gala income
Government grants
Total incoming resources
EXPENDITURE
Raising donations and legacies
Lifeguards wages
Pool hire
Coach's fees and expenses
Gala costs
Trophies and presentations
ASA registration fees
Bank charges
Courses
Insurance
Sundry and computer expenses
Depreciation
Accountancy fees
Total resources expended
Net (expenditure)/income
2023
£
4,467
113,844
37,544
-
155,855
155,855
34,969
88,841
19,114
15,942
-
4,455
68
1,047
864
4,776
731
1,050
171,857
171,857
(16,002)
2022
£
12,968
119,097
39,219
21,600
192,884
192,884
24,992
92,131
36,630
5,988
2,508
4,476
303
65
850
959
975
990
170,867
170,867
22,017

This page does not form part of the statutory financial statements

Page 13