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2023-02-28-accounts

REGISTERED CHARITY NUMBER: 1137754

TRUSTEES REPORT AND RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2023 FOR YOGAMOBILITY (CHARITABLE INCORPORATED ORGANISATION)

YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

CONTENTS OF THE ACCOUNTS FOR THE YEAR ENDED 28 FEBRUARY 2023

Page
Reference and Administrative
Details		 2
Independent Examiner's Report 3
Trustees'
Report		 4-7
Receipts and Payments Account 8-9
Statement of Assets and Liabilities 10
Notes to the Receipts and Payments 11-12
Account

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

REFERENCE AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDED 28 FEBRUARY 2023

TRUSTEES

T Watkins

(Chair)

J Bryant-Plenty E F R Edwards (not re-elected 10 August 2022) E Grimshaw J Hill R N Howitt J E Leigh (resigned 10 August 2022) P Marshall Oliver Townsend (resigned 10 August 2022) F Young (Treasurer)

REGISTERED OFFICE 18 Fairfield Close Cardiff CF51AD

REGISTERED CHARITY NUMBER 1137754

BANKERS HSBC

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

INDEPENDENT EXAMINERS REPORT

REPORT TO THE TRUSTEES OF YOGAMOBILITY ON THE ACCOUNTS FOR THE YEAR ENDED 28 FEBRUARY 2023 CHARITY NUMBER: 1137754 SET OUT ON PAGES 4-12

I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 28 February 2023

Responsibilities and basis of the report

As the charity trustees of the company 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 2011 Act and in carrying out my examination, I have followed the 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 which gives me cause to believe that in, any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached.

Signed

Name

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2023

The trustees present their report and the receipts and payments account for the year ended 28 February 2023.

The trustees, who served during the year and up to the date of this report are set out on page 2.

Structure, governance and management

Governing document and charity constitution

The organisation was a registered charity and company limited by guarantee, incorporated on 23 February 2010.

YogaMobility converted to a charitable incorporated organisation on 29 July 2022 and is governed by its constitution. In the event of the charity being wound up the trustees are each required to contribute an amount not exceeding £10.

Methods policies and procedures for recruitment, appointment, induction and training of new trustees

Recruitment and appointment of potential trustees is carried out by existing trustees. Consideration is given to experience, knowledge and skills required and on completion of a satisfactory vetting outcome, the trustees will vote to confirm the appointment and the new trustee will be formally invited to join the board. There is no maximum number of trustees set out in the constitution but there should be a minimum of 3 trustees which represent the quorum.

Objectives and activities

Charitable objects

YogaMobility's objects are specifically restricted to the following:

Charitable activities and achievements

YogaMobility was operating four classes per week until classes were suspended in March 2020.

The majority of participants had mobility problems and some were in wheelchairs, all needed additional support to participate in a yoga class.

Many participants find classes so helpful that they have attended regularly for many years.

Our tutors provided 2 online classes a week on Zoom during lockdown. The Zoom sessions were popular as they enabled participants, many of whom were shielding and isolated, to exercise and to connect with other people in a similar position. Class fees were not charged but people attending were asked to make donations if they wished to do so.

Monday and Thursday morning classes held at Sbectrwm Community Centre in Fairwater, Cardiff, which are long established and popular, resumed in June 2021. These classes have continued to be available on Zoom. During the year the number of people attending classes in person gradually increased, whilst the number attending online correspondingly decreased. We have also welcomed new participants. Nearly 60 different people attended at least one of our classes in person or online.

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2023

Charitable activities and achievements continued

YogaMobility received grant funding to run a class specifically catering for adults with learning disabilities. Classes were run between May and September 2022 but ceased because attendance numbers were too small to justify the ongoing running costs. A small number of people transferred to one of the other classes.

Each YogaMobility class is run by at least one of our 2 professional tutors, both of whom are specialists in working with disabled people. This expertise is essential for providing safe classes. They are supported by volunteers who assist students throughout the class. Yoga Mobility has 4 volunteers who help in this way.

Public benef"tt

Yoga Mobility's activities are for public benefit because we provide specialist yoga classes to adults with a range of disabilities. Some participants have neurological conditions which have included multiple sclerosis, motor neurone disease, muscular dystrophy and Parkinson's disease. Others have medical conditions which have included heart conditions, cancer, COPD, diabetes, chronic pain, arthritis and amputation.

YogaMobility's beneficiaries range from those with moderately severe health conditions through to those who are wheelchair-bound. YogaMobility provides beneficiaries with specialised and personalised movement plans (adapted from classical yoga) based on their physical abilities.

Beneficiaries are encouraged to optimise (within safe limits) their physical strength, mobility, balance, confidence and communication skills. Participants are also taught mindfulness-based self-help practices in relation to: diet, thoughts and beliefs (particularty overcoming negative attitudes to disability), stress and relaxation, and pain management.

Support from volunteers and donors

YogaMobility received support from 5 main groups:

  1. YogaMobility is grateful to organisations which provided grants.

  2. Volunteer class assistants support our yoga tutors at the Sbectrwm classes.

  3. A larger group of volunteers help YogaMobility by managing and arranging our fundraising activities. YogaMobility

  4. YogaMobility is grateful to members of the public and businesses who donate monies.

  5. YogaMobility also receives support from the Funky Love Posse - a musical group of disabled and able-bodied musicians - whose performance fees are donated to the charity.

Fundraising achievements

1) Grant funding is important to YogaMobility as without these monies the charity might not be able to continue to provide all its classes or to purchase the equipment it needs.

2) The Funky Love Posse donate all of the proceeds of their professional gigs to YogaMobility The Funky Love Posse performed several gigs and raised £855 as well as headlining at our music event. (2022- £172).

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2023

Fundraising achievements continued

In total £4,950 was raised, an increase on the previous year as people recovered from the pandemic and were happier to meet up. (2022 - £2,627).

Financial Review

The financial performance of the charity is shown in the attached receipts and payments account and statement of assets and liabilities. YogaMobility aims to hold sufficient unrestricted funds in reserve to cover 6 months' general running costs. At the end of the 2022/2023 financial year, YDgaMobility held £30,053 (2022 - £24,433) in unrestricted reserves along with £100 (2022 - £100) in restricted reserves. The trustees are satisfied with the financial performance and the adequacy of reserves to meet the ongoing requirements of the charity.

Statement of trustees' responsibilities

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.

The trustees are responsible for preparing the trustees' annual report and the receipts and payments account in accordance with applicable law.

The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the CIO and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

6

YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2023

Statement of trustees' responsibilities continued

In preparing the receipts and payments account, the trustees are required to:

This trustees report was approved by the board on 2r..::-.. . I..~.... ~..2023and signed on its behalf by:

TWATKINS Trustee/Chair

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2023

2023 2022
Unrestricted R.estricted Total Unrestricted Restricted Total
funds funds funds funds funds funds
£ £ £ £ £ £
RECEIPTS
Donations
and legacies
Grants 0 5,078 5,078 0 0 0
One off donations 185 0 185 605 0 605
Regular donations 3,675 0 3,675 4,300 0 4,300
Online donations 3,061 0 3,061 4,292 0 4,292
Class donations 3,238 0 3,238 3,295 0 3,295
Gift aid 1,242 0 1,242 2,446 0 2,44
11,401 5,078 16,479 14,938 0 14,938
Income
from
charitable
activities
Class fees 6,013 0 6,013 4,660 0 4,660
Activities
for generating		 funds
FLP gigs 855 0 855 172 0 172
Garden party & music event 1,831 0 1,831 1,467 0 1,467
Comedy event 1,096 0 1,096 0 0 0
Winter fayre & Christmas party 1,168 0 1,168 850 0 850
Jots bake off 0 0 0 104 0 104
Other fund raising activities 0 0 0 35 0 35
Investment
income		 4,950 0 4,950 2,627 0 2,627
Bank interest receivable 4 0 4 0 0 0
TOTAL
RECEIPTS		 22,368 5,078 27,446 22,225 0 22,225

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2023

PAYMENTS
Cost of raising funds
Charitable
activities
expenditure
Tutor class fees
Tutor zoom class fees
Tutor retainers
Tutor
bonus
Room hire
Insurance
Web design
Web advertising
Equipment and consumables
Equipment
repairs and maintenance
PPE/disinfectant
Bank charges
Card reader
Marketing & printing
Tutor's DBS check
TOTAL PAYMENTS
SURPLUS		 2023
2022
Unrestricted
Restricted
Total
Unrestricted
Restricted
Total
funds-
funds
funds
funds
funds
funds
£
£
£
£
£
£
0
0
0
0
0
0
12,290
2,700
14,990
8,050
0
8,050
0
0
0
4,520
0
4,520
0
0
0
2,850
0
2,850
1,000
0
1,000
1,000
0
1,000
2,065
375
2,440
1,404
0
1,404
584
0
584
534
0
534
0
1,200
1,200
0
0
0
0
400
400
0
0
0
1
250
251
230
0
230
0
0
0
240
0
240
20
153
173
0
0
0
118
0
118
29
0
29
0
0
0
35
0
35
30
0
30
0
0
0
0
0
0
13
0
13
16,108
5,078
21,186
18,905
0
18,905
6,260
o
6,260
3,320
o
3,320

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

STATEMENT OF ASETS AND LIABILITIES AT 28 FEBRUARY 2023

Notes
FIXED ASSETS
Tangible assets
4
CURRENT
ASSETS
Debtor - Gift aid tax
5
Cash at bank
CREDITORS
Amounts falling due within
one year
6
NET CURRENT ASSETS
TOTAL ASSETS
LESS
CURRENT
LIABILITIES
NET ASSETS
FUNDS
Unrestricted
funds
Restricted funds
TOTAL
FUNDS
7		 Unrestricted
Restricted
funds·
funds
£
£
0
0
2,959
0
28,483
100
31,442
100
-1,389
0
30,053
100
30,053
100		 2023
Total
Unrestricted
Restricted
Funds
funds
funds
£
£
£
0
0
0
2,959
3,192
0
28,583
22,229
100
31,542
25,421
100
-1,389
-988
0
30,153
24,433
100
30,153
24,433
100		 2022
Total
funds
£
0
3,192
22,329
25,521
·988
24,533
24,533
30,053
100		 30,153
24,433
30,053
100
30,153		 24,533
24,433
100
24,533

In approving these accounts, as trustees of the CIO, we hereby confirm:

The accounts were approved by the Board of Trustees on

and were signed on its behalf by:

TWATKINS Trustee IChair

10

YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

NOTES TO THE RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2023

1 ACCOUNTING POLICIES

Basis of preparing the receipts and payments account

The principal accounting policies are summarised below. They have been applied consistently throughout the current and preceding year.

Fund accounting

The charity maintains two types of funds as follows:

Further explanation of the nature and purpose of each fund is included in the notes to the receipts and payments account.

Taxation

The charity is exempt from tax on its charitable activities.

Tangible fixed assets

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

Plant and equipment - 25 to 33% straight line on cost.

2 ANALYSIS OF SUPPORT COSTS

2,023 2,022
Unrestricted Restricted Total Unrestricted Restricted Total
funds funds funds funds Funds Funds
£ £ £ £ £ £
Tutor's DBS check Q Q Q 13 Q 13

3 TRUSTEES' TRANSACTIONS, REMUNERATION AND BENEFITS

Trustees' expenses were nil for the year ended 28 February 2023 and for the year ended 28 February 2022. There were no trustees' remuneration or other benefits for the year ended 28 February 2023 nor for the year ended 28 February 2022.

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YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION)

NOTES TO THE RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2023

4 TANGIBLE FIXED ASSETS

4 TANGIBLE
FIXED ASSETS
Plant & equipment
£
COSTS
As at 28 February 2023
DEPRECIATION
As at 28 February 2023
NET BOOK VALUE
28 February 2023 __ 0
COSTS
As at 1 March 2022
DEPRECIATION
As at 1 March 2021 9,448
Charge for year
As at 28 February 2022		 1,502
10.950
NET BOOK VALUE
28 February 2022

5 RESTRICTED FUND ANALYSIS

(i) The purpose of the general unrestricted funds is to enable the charity to carry out its charitable aims and objectives and represent funds available for future general running costs and related expenditure which are at the discretion of the trustees.

(ii) The purpose of the restricted funds is to enable the charity to continue to run and support specific projects relating to its charitable aims and objectives but the use of the funds is restricted to the specific project cost the income was received towards.

----- Start of picture text -----
Year ended Brought Incoming Resources Carried
28 February 2023 forward resources expended forward
£ £ £
1 Donation for hoist 100 0 0 100
C3SC Learning Disabilities
2 0 4,878 (4,878) 0
Third Sector Fund 2022
Millennium Stadium
3 a 250 (250) 0
Charitable Trust
100 5,078 (5,078) 100
----- End of picture text -----

Notes

6 RELATED PARTY DISCLOSURES

There were no related party transactions.

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