REGISTERED CHARtrY NUPABER: 1137754 TRUSTEES REPORT AND RECEIPTS AND PAYMEKfs ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2025 FOR YOGAMOBILrrY ICHARrrABLE INCORPORATED ORGANISATION)
YOGAMOBILrrY (A CHARITABLE INCORPORATED ORGANISATION coKrEp¥fs OF THE FINANCIAL STATEMEKrs FOR THE YEAR ENDED 28 FEBRUARY 2025 Page Referertt and Administrative Detsils Independent Examinerfs report Trustees, Report Receipts and payments account 8-9 Statement of assets and liabilities 10 Notes to the Financial Ststements 11-12
YOGAMOBILrrY (A CHARITABLE INCORPORATED ORGANISATIONI REFERENCE AND ADthIINISTRATIVE DETAILS FOR THE YEAR ENDED 28 FEBRUARY 2025 TRUSTEES T wakins E Grimshaw R N Howrtt P Marshall J Wilde F Young (Chair) (reswJned 15 April 2025) (Treasurer) REGISTERED OFFICE 18 Faitheld Close Cardiff CF5 1AD REGISTERED CHARrrY NUMBER 1137754 BANKERS HSBC The C<>operats've Bank plc
YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION) INDEPENDENT EXAMINERS REPORT REPORT TO THE TRUSTEES OF YOGAMOBILrrY ON THE ACCOUNTS FOR THE YEAR ENDED 28 FEBRUARY 2025 CHARITY NUMBER: 1137754 SEf OUT ON PAGES &12 I report to the trustees on my examinab'on of the accounts of the above charity ("the Trusr) for the year ended 28 February 2025 Ro8ponslb115t5e8 and basls of the report In accordance with the requirements of the Charities Act 2011 ("the Acr). I report in respect of my examination of the Trusfs accounts camed out under sectTron 145 of the 2011 Act and in carying out my examinatson. I have folk)wed the applicable Direthons gNen by the Charity Commission under sectbon 145{5){b) of the Act. Independent examinerfs statement I have completed my examinatbon. I confim that no material matters have come to my attention in connection wrth the examinatson which gives me cause to believe that in, any material respect" accounb'ng records were not kept in accordance wrth section 130 of the Act. or the accounts do not accord with the accounting records. I have no concems and have come across no other matters in connection wrth the examinats'on to which attention should be drawn in order to enable a proper understsnding of the accounts to be reached. Signed Nam• CH Date
YOGAMOBILrrY (A CHARrrABLE INCORPORATED ORGANISATION) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025 The trustees present their report and the financial statements for the year ended 28 February 2025. The trustees, who seryed dunng the year and up to the dats of th report are set out on page 2 Structure, governance and management Governing document and charlty constltullon The organisation was a registered charty and company limrted by guarantee, incorporated on 23 February 2010. Yogamobility converted to a charitsble incorporated organisatk)n on 29 July 2022 and is govemed by its consts"tution. In the event of the charity being wound up the trustees are each required to ontribute an amount not exceeding £10. Aloth¢xls pollcles and procedurns for rncrulfrnert appolntmen¢ Inductlon and tralning of now trustees Recruitment and appointment of potents'al trustees is carried out by exists'ng tnjstees. Consideration is given to experience, knowledge and skills required and on completn of a satisfactory vetting outcome, the trustees will vote to confirm appointment and the new trustee will be fomally invited to join the board. There is no maximum number of trustees set out in the conststution but there should be a minimum of 3 trustees which present the quorum. ObJectlve8 and activit5e8 Charitable objects Yogamobility's objects are specifically restricted to the following: To promote, improve and protect good health and well-being through the practice of yoga. To assist in the treatment of adults suffering from physical or mental disabilrties by provKling yoga to those persons and their carers and families. To advance the educab'on of the public in yoga. Charftable actlvltles and achlevements Monday and Thursday moming specialist yoga classes held at Sbectrwm Communty Centre in Fairwater, Cardiff a long established and popular. The majority of parbcipants had mobilty problems and some were in wheelchairs, all needed additional support to participate in a yoga class. Many participants find dasses so helpful that they have come regularly for many years. These classes conts'nue to be available on zoom. A new class commenced in April 2023 on Wednesday evenings at Woodland Retreat in Llanishen, Cardiff This class is for ambulatory people who are less severely disabled, some of whom work during the day. Although attendance is lower its parts"cipants enjoy the class and find tt beneficial. A 'yoga in a chairf class was started in September 2023 at Llanrumney Hall. During the year the venue was changed to Llanrumney Hyb which has proved popular wrth a growing number of regular parts'cipants. During the year the number of people attending classes in person has increased because classes are offered in different areas of Cardiff to people wrth varying abilities, whilst a small number continue to attend online. We have welcomed new partiapants at all our classes. 93 different peop attended at least one of our dasses in person or online. Whilst a few people come to just one class most people attend regularly.
YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025 Each Yogamobility class is run by at least one of our 3 professional tutors who are specialists in working with disabled peopbe. This expertise is essents'al for providing safe classes. They are supported by volunteers who assist partjcipants throughout the class. Yogamobility has 7 volunteers who help in this way. Publlc benefft Yogamobilty's actiV.eS are for public benefft because we proVe specialist yoga classes to adutts with a range of disabilrties. Sorne participants have neurological conditions which have included mulb'ple sclerosis, motor neurone disease, muscular dystrophy and Parkinson's disease. Others have medical conditi'ons which have included heart condth"ons, cancer, strokes, COPD, diabetes. chronic pain, arthrits's and amputats"on. Yogamobilty's beneficiaries range from those with minor health conditions through to those who a wheelchair-bound. Yogamobility provides beneficiaries wrth specialised and personalised movement plans (adapted from classul yoga) based on their physical abilrtses. Beneficiaries are encouraged to optimise (within safe limts) their physical strength. mobility. balance, confidence and communicats'on skills. Parts'cipants are also taught mindfulness-based self- help practices in relatson to: diet, thoughts and beliets (particularty overcoming negat've attitudes to disabilty), stress and relaxatK)n, and pain management. Support from volunteers and donors Yogamobility received support frorn 5 main groups.. 1. Volunteer class assistants support our yoga tutors. 2. A larger group of volunteers help Yogamobilrty by managing and arranging our fundraising actiV.eS whilst others serve on the Commee. 3. Yogamobilty is grateful to members of the public and businesses who donate monies. 4. Yogamobility receives support from the Funky Love Posse a musical group of disabled and able-bodd muslanS - whose perfonnance fees a donated to the chanty. 5. Yogamobility is gratefvl to organisations have provided grants. Fundralslng achlevements 1) Funky Love Posse {"FLP') donate the net proceeds from their gigs to Yogamobility as well as headlining at our MUS events. FLP secured new gS and raised £1,393 (2024 - £1,758). FLP had fewer gigs than in the previous year when receipts were unusually hh. 2) As well as raising monies our events bnng people involved wrth Yogamobilty together. The music fests.val was again very successful raising £1,292 (prior year £1,297). The spring fete raised £639 (prior year- £610). A new event, a Halloween paty raised £418. Monies raised of £512 from a sponsored event We donated to Yogamobility. Net proceeds from the winter fayre and our Christrnas party totalled £493 - (prior year £480)
YOGAMOBILrrY (A CHARITABLE INCORPORATED ORGANISATION) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025 Fundralslng achlevements contlnued In total £4,746 (2024 - £5,171) was raised. Fundraising remains difficult whilst the winter fayre had to be cancelled because of poor weather. 3) Class fees - In 2023r24 Yogamobilty charged a fee of £6. the same as prior to the previous year, for attending a class in peryson. Fees received totalled £10,887 (2024 - £8,929). The main reason for the increase is all 4 classes running for the full year. 4) Donations - These remained essential as Yogamobility was fvnding 4 classes. During the year Yogamobility received £7,073 including gift aKI (2024- £9,704) excluding grants. This reduction is attributed in part to the continuing cost of living crisis. Regular donors paid by monthly standing order. There were one off donations. Online donations We made through Give as you Live, Everyclick, and Charitable Trust. Birthday and other gifts made through PayPal, which had provided snIficant funding in 2024, We minimal dunng the current year. Class donations. Yogamobilty does not charge for rts online zoom classes but instead asks for voluntary donats'ons to help towards costs. Most people attending online classes do donate and £2,379 (2024 - £2.185) was received. Numbers attending online are minimal as the majority of people returned to nonnal classes. 5) Grants are important to Yogamobilty. During the last financial year a grant of £915 was given through First Choice Housing to purchase equipment (2024 - £0). Without these funds in the future the charity might not be able to continue to provide all its classes or to purchase new and replacement equipment. Financlal Revlew The financial perfom)ance of the charity is shown in the attached financial statements. Yogamobility aims to hold sufficient Unstn'Cted funds in reserve to cover 6 months, general running costs. At the end of the 202412025 financial year, Yogamobility held £17.284 (2024 £23,057) in unrestricted reserrfes ak)ng with £140 (2024 - £100) in restricted reserves. It takes time to establish new dasses so the trustees are satisfied wrth the financial perfonnance and the adequacy of reserves to meet the ongoing requirements of the charty. Statemont of trustees, responslbllltles The trustees have a duty to identrfy and review the risks to which the chanty 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 financial statements in accordance wth appl&qble law. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any ts'me the financial position of the chanty. They are also responsible for safeguarding the assets of the CIO and hence for taking reasonable steps for the preVentn and detection of fraud and other irregularities.
YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION) REPORT OF THE TRUSTEES FOR THE YEAR ENDED 28 FEBRUARY 2025 Stat•ment of trustees. rnsponsibilitss contlnued In preparing these financial statements, the trustees a required to: select suitable accounting policS. make judgements and ests'mates that are reasonable and prudent., prepare the financial ststements on the going concern basis unless rt is inappropriate to presume that the charitable company will continue in Operatn. This trustees report was approved by the board on -£- 4nd sned on rts behalf by: T WATKINS Trusteelchalr
YOGAhlOBILITY (A CHARITABLE INCORPORATED ORGANISATION) RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2025 2025 Unrestrlrted Restricted Totsl fvnds funds funds 2024 Unrestricted Restrlcted Total funds funds funds RECEIPTS Donatlons and legacies Grants One off donations Regular donations Online donations Class donations Gift aid reclaimed 915 915 41 41 2.654 872 2.379 1.127 1,609 2,923 1,434 2,185 1,552 2,654 872 2,923 1.434 2.185 1.552 2,379 1,127 7.073 915 9.704 9.704 Receipts from charitable artfvtt5es Class fees 10.887 IOW7 8,929 8,929 Actlvltles for generating funds FLP gigs Music festival Spring fete Clothes sale Comedy event Sponsored event Halloween event Winter fayre & Christmas party 1,393 1.292 639 1.393 1.292 639 2,354 1,297 610 241 190 2.354 1.297 610 241 190 512 512 418 493 418 493 4.746 4,746 5,171 5,171 Investment Income Bank interest received 20 20 18 18 Totsi Recelpts 22,726 915 23.641 23,820 23,820
YOGAMOBILITY (A CHARrrABLE INCORPORATED ORGANISATION) RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2025 2025 Unrestricted Restrirted Total funds funds fvnds 2024 Unrestricted Restrfcted Totsl funds funds funds PAYMENT5 Cost of raising funds Charitable artivltles payments Tutors, fees Room hire Volunteer expenses Volunteer training Insurance Equipment and consumables First aid courses Bank charges Clothing Marketing & printing DBS checks Sundry expenses 23,680 3,651 426 530 764 23,680 3,651 426 530 764 875 20,720 3,324 53 240 20,720 3,324 53 240 635 1.178 862 111 304 635 1,178 862 iii 875 304 340 53 63 21 63 21 53 89 89 TOTAL PAYMEKrs 29.195 875 30,070 27,908 27,908 NEf SURPLUS/OEFICIT -6,469 40 -6,429 4,087 4,087
YOGAMOBILITY IA CHARITABLE INCORPORATED ORGANISATION YOGAM081UTY STATEMEKf OF ASSETS AND LIABILITIES 2025 Total Unrestricted Restricted funds funds funds 2024 Total funds Unrestricted Restricted funds funds Notes FIXED ASSETS Tangible assets CURRENT ASSETS Debtors Cash at bank Co-operative Bank 1,870 1,870 2,241 2,241 12,448 12A88 14,029 14,029 Cash at bank HSBC 5,478 5.578 10,367 10,467 19,796 140 19,936 26,637 26,737 CREDITOR5 Amounts falling due within one year -2,512 -2.512 -3.580 -3580 NET CURRENT ASSEfs 17,284 140 17.424 23,057 i(x) 23,157 TOTAL ASSEfs LESS CURRENT UABILITIES 17.284 140 17.424 23,057 23,157 NEf ASSETS 17,284 140 17,424 23,057 100 23,157 FUNDS Unrestricted funds Restricted funds 17284 140 23.057 100 TOTAL FUNDS 17,424 23,157 10
YOGAMOBILITY IA CHARITABLE INCORPORATED ORGANISATION) In approving these accounts, as trustees of the CIO, we hereby confirm: The accounts were approved by the Board of Trustees on I l_ behalf by: 2025 and were signed on its T WATKINS Trustee Ichalr 11
YOGAMOBILITY (A CHARITABLE INCORPORATED ORGANISATION) NOTES TO THE RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2025 1 ACCOUNTING POLICIES Ba81s of pr•parfng the reulpts and payments account The principal accounting policies are summarised below. They have been applied consistently throughout the current and preceding year. Fund accountlng The chanty maintains two types of funds as follows: 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 wnning costs and related expenditure which are at the discreb'on of the Trustees. Restricted fvnds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specffied by the donor or when funds are raised for particular restricted purposes. Taxatlon The chanty is exempt from tax on rts chartsble ath"vities. Tanglble fixed assets Depreciation is provided at the following annual rates in order to wrtte off each asset over its estimated useful life. Plant and equipment- 25 to 33% straight line on cost. 2 ANALYSIS OF SUPPORT COSTS 2025 Total funds 2024 Total Funds Unrestricted fund5 Restricted funds Unrestricted fvnds Restricted Funds Tutors, first Aid courses 861 861 3 TRUSTEES, TRANSACTIONS, REMUNERATION AND BENEFITS Trustees, expenses were nil for the year ended 28 February 2025 and for the year ended 28 February 2025. There were no twstees. remuneration or other benefits for the year ended 28 February 2025 nor for the year ended 28 February 2024. 12
YOGAMOBILrrY (A CHARITABLE INCORPORATED ORGANISATION) NOTES TO THE RECEIPTS AND PAYMENTS ACCOUNT FOR THE YEAR ENDED 28 FEBRUARY 2025 4 TANGIBLE FIXED ASSErs Plant & equipment COSTS As at 28 February 2025 DEPRECIATION As at 28 February 2025 10.950 NET BOOK VALUE 28 February 2025 COSTS As at 28 February 2024 DEPRECIATION As at 28 February 2024 10.950 NET BOOK VALUE 28 February 2024 S RESTRICTED FUND ANALYSIS (li) The purpose of the restricted funds is to enable the chanty to continue to run and support specific projects relats'ng to its charitsble aims and objecb'ves but the use of the funds Is restncted to the Spec project cost the income was received to¥vards, as shown below. Year ended 28 Februa Brought fopKard Incoming resources Resources ex nded Carried foThvard 2025 Donation for hoist 100 100 First Choice Housing Totsl 915 875 40 1iJ) 915 875 140 6 RELATED PARTY DISCLOSURES There were no rdated party transactions. 13