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2025-03-31-accounts

Company Registration Number - 08880312

The Charity Registration Number is :- 1157268

The Wellspring (Stockport) Limited

Report and Accounts

31 March 2025

The Wellspring (Stockport) Limited

Report and accounts for the year ended 31 March 2025

Contents

Page
Charity information 1
Trustees' Annual Report 1
Statement of directors' responsibilities 10
Accountants' report 12
Funds Statements:-
Statement of Financial Activities 15
Statement of Financial Activities - Prior Year statement 16
Statement of total recognised gains and losses 17
Movements in funds 18
Revenue Funds 18
Fixed Asset funds 18
Summary of funds 18
Balance sheet 19
Cash flow statement 21
Notes to the accounts 23

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

The Trustees present their Report and Accounts for the year ended 31 March 2025, which also comprises the Directors' Report required by the Companies Act 2006.

Reference and administrative details

The charity name.

The legal name of the charity is:- The Wellspring (Stockport) Limited.

The charity's areas operation and UK charitable registration.

The charity is registered in England & Wales with the Charity Commission in England & Wales (CCEW) with charity number 1157268.

The charity does not operate in any overseas jurisdictions.

Legal structure of the charity

The charity is constituted as a company limited by guarantee, registered under the Companies Acts . The governing document of the charity is the Memorandum and Articles of Association establishing the company under company legislation.

There are no restrictions in the governing documents on the operation of the Charity or on its investment powers other than those imposed by Charity Law.

By operation of law all, trustees are directors under the Companies Act 2006 and all directors are trustees under Charities legislation and have responsibilities, as such, under both company and charity legislation.

The trustees are all individuals.

1

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

The principal operating address, telephone number, email and web addresses of the charity are:-

The Wellspring Harvey Street, Stockport , SK1 1YD

The registered office of the charity for Companies Act purposes is:-

The Wellspring Harvey Street, Stockport , SK1 1YD

The Trustees in office on the date the report was approved were:-

Mrs P Cooke (also Company Secretary) Mr A Ayres (Chair) Mr P Brealey Mr P Burns Mr B Cojeen Mr J Hardy Mr P Hodskinson Ms C Newns Mr J Rackstraw Ms J Went Mr D Whiteley Mr M Whylie

All the trustees are also members of the charity.

2

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Objects and activities of the charity

The purposes of the charity as set out in its governing document.

The charity's objects ("objects") are specifically restricted to the following:

-the relief of poverty, hardship and distress arising of persons who are homeless or at risk of becoming homeless, in particular but not exclusively, by the provision of supported housing, and associated facilities, to provide for the care and resettlement of homeless people in need in Stockport by encouraging the development of life skills to assist them into independent living as part of the local community in Stockport and the surrounding area.

-the advancement of education for the public benefit, in particular but not exclusively by the provision of classes in English and maths.

-the relief of sickness and the preservation of health, in particular but not exclusively by the support, care and treatment of persons suffering from the effects of poverty, sickness, disability, old age, alcoholism, drug addiction, or any other mental or physical infirmity.

-such charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the trustees may from time to time determine.

During the recent health emergency, the Wellspring board, with input from the staff team, devised and adopted a strategy document for the period 2021/24.

3

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

The main activities undertaken in relation to those purposes during the year.

The Wellspring continues to play an essential role in Stockport's Homelessness Prevention and Rough Sleeping Strategy, the latest version of which is currently being drafted. Through its dedicated staff team, The Wellspring collaborates closely with the local authority, statutory agencies, and related charities and community groups to engage with those experiencing homelessness or at risk of it, providing a comprehensive, integrated support service for Stockport and surrounding areas.

Our approach focuses on enabling people out of homelessness and preventing it by providing professional support across a range of complex needs.

This includes housing-related support work, assisting with housing applications, supporting people as they transition into accommodation, and creating personalised plans to prevent homelessness.

The Wellspring also enables those experiencing homelessness to access essential health services and collaborates with service users to improve their overall health and well-being.

With a significant rise in homelessness nationwide, The Wellspring has adapted to meet these growing challenges, leveraging lessons from the pandemic period and remaining agile in our response. Our team continues to proactively engage with service users, working both within The Wellspring building and throughout the community to provide essential, innovative support alongside our partner agencies.

The Wellspring building continues to offer a welcoming environment providing service users with the individual professional support they need, whilst still offering the capacity to provide the food service which for so long has been The Wellspring's trademark.

In managing these activities, the trustees remain guided by the Charity Commission's public benefit principles. The Wellspring is committed to inclusivity, offering services free of means-testing to ensure everyone in need can access our support.

4

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

The main activities undertaken during the year to further the charity's purpose for the public benefit.

The Wellspring’s staff team have continued to respond and proactively engage with service users. It has demanded a readiness to innovate, and develop fresh ways to support those most in need, whether from within the Wellspring building or within the community, and working closely with partner agencies.

The trustees have had regard to the Charity Commission's guidance on public benefit in managing the activities of the charity. The Wellspring is an inclusive service and use is not means-tested.

Social investment policies and how these contributed to the achievement of charity's aims and objectives during the year.

Our social support includes assistance with mental health, substance addiction, and physical health, as well as crisis intervention, debt advice, family mediation, ID support, domestic abuse support, and benefit assistance.

Our extensive food provision remains providing twice daily nutritious meals, we issue food bank referrals to ensure those in need have access to further resources beyond The Wellspring. At Christmas, we distribute special deliveries and food hampers to vulnerable people across Stockport.

We also engage service users through group activities, including a football program and walking groups, fostering community and enhancing engagement with our services. Employment support include, job search assistance, CV building, and referrals to job-related training, including IT skills development, equipping individuals for sustainable employment.

Finally, the Rucksack Project, supported by Big Yellow Self-Storage, provides essential winter items to those in need, helping them stay warm and dry through the colder months.

5

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

The main achievements and performance of the charity during the year.

In 2024/2025, The Wellspring has maintained its commitment to supporting those experiencing homelessness and those at risk. Our staff team has continued to provide consistent, daily support to rough sleepers and others with unmet needs, adapting to meet increasing demands across the community.

Notable developments over the past year include:

(a)Launching The Wellspring's strategic plan for 2025-2028, which reflects the Board’s steadfast commitment to fulfilling the charity's aims and objectives as we continue to meet the increasing demand for our services.

(b)Hosting Stockport’s “Service User Feedback Forum” ensuring that people accessing a range of services across the borough have a voice in the provision of those services.

(c)Becoming a key partner Adult Social Care’s “MEAM” (Making Every Adult Matter) team.

(d)Expanding our offer to rough-sleepers in the winter months, by facilitating referrals to Stockport Homes’ emergency accommodation provision (SWEP) during periods of severe weather.

(e)Providing regular information updates to stakeholders and supporters.

(f)We have begun a thorough assessment of the organisation’s digital systems, ahead of a proposed upgrade.

(g)Engaged the services of Home Marketing in order to effectively communicate our commitment to a person-centred approach under the brand “Building Futures Beyond Homelessness”.

We have continued to develop our partnerships with local authorities, statutory agencies, and community organisations, ensuring a more coordinated, wraparound service for our clients. This collaborative approach enables The Wellspring to address the complex challenges associated with homelessness and to provide integrated pathways toward stability and well-being.

The difference the charity's performance during the year has made to the beneficiaries of the charity.

The charity's performance this year has made signifcant difference to its beneficiaries, as described under the main activities undertaken during the year to further the charity's purpose for the public benefit.

The degree to which the achievements and performance during the year have benefited wider society.

As highlighted in the charity's objects the relief of poverty, hardship and distress of homeless people in Stockport benefit wider society.

6

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Structure, governance and management of the charity

The methods used to recruit and appoint new charity trustees.

The charity is controlled by its governing document, a deed of trust, and constitutes a limited company, limited by guarantee, as defined by the Companies Act 2006.

As the project has grown, new Trustees have been appointed on the basis of their expertise and ability to further the mission and vision of the charity.

The policies and procedures for the induction and training of trustees.

The Board of Trustees has a diverse range of experience including in volunteer management, legal and public services, construction and business. The Board is accountable to the Charity Commission for the careful use of charitable and other public funds provided in a variety of forms, and for the achievement of appropriate performance standards in service delivery. While the Board of Trustees normally meets quarterly to oversee the vision and strategies of the charity, since March meetings have been more frequent to enable The Wellspring to adapt quickly and safely to the effects of the pandemic, and to national and regional guideline changes.

With the growth of activities of the Trust an ever-increasing level of expertise is required on a dayto-day basis and an established management team is in place capable of running the affairs of the Charity. The Charity's manager and staff are appointed by the Trustees and are responsible for the day-to-day running of the project.

7

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Financial review

The charity's financial position at the end of the year ended 31 March 2025

The financial position of the charity at 31 March 2025 and comparatives for the prior period, as more fully detailed in the accounts, can be summarised as follows:-

Total Funds
Unrestricted Revenue Funds available for the
general purposes of the charity
Net income
2025
£
76,184
459,223
1,351,862
2024
£
(8,010)
385,336
1,275,678

Financial review of the position at the reporting date, 31 March 2025 .

The trustees consider the financial performance by the charity during the year to have been satisfactory. The Trustees are pleased to report a period of relative stability for the organisation. The baseline suplus (2024: defecit) was £76,184 (2024: £8,010) was consistent with the budget due to strong financial management and good cost control.

Policies on reserves.

The Trustees have adopted a reserves policy which they consider appropriate to ensure the continuing ability of The Wellspring to meet its objectives and obligations. The policy also seeks to maintain an acceptable ratio between the free reserves and the level of unrestricted cash expenditure.

‘Free reserves’ are represented by the unrestricted funds less the tangible fixed assets. Unrestricted cash expenditure represents the operating costs for the year less the charge for depreciation.

The Charity does not intent to accumulate significant reserves but depends upon the ongoing support of its donors to meet future costs. In order to be prudent, the aim over the next 2 to 3 years is to maintain general reserves an amount equivalent to 6 months’ operating costs and to maximize the value to the organisation of corporate supporters.

8

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Availability and adequacy of assets of each of the funds

The board of trustees is satisfied that the charity's assets in each fund are available and adequate to fulfil its obligations in respect of each fund.

Plans For the Future

Summary of plans for the future and the trustees' perspective of the future direction of the charity.

Within the following broad aims:

The creation of a multi-level service that is fully integrated with sister agencies in this sector to provide the best outcomes possible for service users.

Ensuring the continuance of a volunteer-led service when it is safe to do so, for service users and others in need.

The recruitment and retention of staff committed to the ethos of The Wellspring and best able to deliver on its stated aims and objectives.

Over the coming year, the immediate plans are:

To maintain the expansion of the service, developing the range of activities and utilising outreach to meet the needs of those service users who do not access the main building.

To improve the infrastructure and continue to develop a range of policies and procedures, designed to provide a high-quality, professional, environment for staff and service users.

To make better use of the Wellspring’s pool of volunteers, improving procedures for recruitment and induction and ensuring that volunteers are fully supported.

To work closely with the local authority and partner agencies, so as provide support to those potentially homeless, in face of a social housing crisis.

Details of The Independent Examiner

Leanne Nield ACA BSc

Member of Chartered Accountants

51 Laverton Road Lytham St. Annes Lancashire FY8 1EN

9

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Statement of the Directors Trustees' Responsibilities

The charity's trustees are responsible for the preparation of the accounts in accordance with the terms of the Companies Act 2006, the Charities Act 2011 and the Charities (Accounts and Reports) Regulations 2008. Notwithstanding the explicit requirement in the extant statutory regulations,the Charities (Accounts and Reports) Regulations 2008, to prepare the financial statements in accordance with the SORP 2005, in view of the fact that the SORP 2005 has been withdrawn, the Trustees determined to interpret this responsibility as requiring them to follow current best practice and prepare the accounts according to the FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), .

In particular, the Companies Act 2006 and charity law require the Board of Trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity as at the end of the financial year and of the surplus or deficit of the charity. In preparing those financial statements the Board is required to :-

The law requires that the trustees must not approve the accounts unless they are satisfied that they give a true and fair view of the state of affairs of the charity and of the surplus or deficit of the charity for the year.

The Trustees are also responsible for maintaining adequate accounting records which disclose with reasonable accuracy at any time the financial position of the charity and which are sufficient to show and explain the charity's transactions and enable them to ensure that the financial statements comply with the Companies Act 2006 and comply with regulations made under the Charities Act. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

The Trustees are also responsible for the contents of the Trustees' report, and the statutory responsibility of the Independent Examiner in relation to the Trustees' report is limited to examining the report and ensuring that , on the face of the report, there are no material inconsistencies with the figures disclosed in the financial statements.

10

The Wellspring (Stockport) Limited

Company Registration Number - 08880312

Trustees' Annual Report for the year ended 31 March 2025

Method of preparation of accounts - Small company provisions

The financial statements are set out on pages 15 to 44.

The financial statements have been prepared implementing the FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), and in accordance with the Financial Reporting Standard 102, (effective 1st January 2016)

These financial statements have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006. applicable to companies subject to the small companies regime.

This report was approved by the board of trustees on

17/12/25

.

Andrew Ayres (Dec 17, 2025 13:28:15 GMT)

ANDREW AYRES Director and Trustee

11

The Wellspring (Stockport) Limited

Report of the Independent Examiner to the Trustees of the charitable company on the accounts for the year ended 31 March 2025

I report to the Trustees on my examination of the financial statements of the charitable company on pages 15 to 44 for the year ended 31 March 2025 which have been prepared in accordance with the Charities Act 2011 (the Act) and with the Financial Reporting Standard 102, (effective 1st January 2016) as modified by FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), published by the Charity Commission in England & Wales (CCEW) , and under the historical cost convention and the accounting policies set out on page 23.

Respective responsibilities of the Trustees and the Independent Examiner and the basis of the report

As described on page 10, you, the charitable company's Trustees, who are also the Directors of the Company for the purposes of Company law, are responsible for the preparation of the financial statements in accordance with the Companies Act 2006, the Charities Act 2011 and all other applicable law and with United Kingdom Generally Accepted Accounting Practice, applicable to smaller entities, and for being satisfied that the financial statements give a true and fair view.

The Trustees consider that the audit requirement of Section 144(1) of the Charities Act 2011 (the Act) does not apply, and that there is no requirement in the memorandum and articles of the charity for the conducting of an audit, and that the accounts do not require an audit in accordance with Part 16 of the Companies Act 2006 and that no member or members have requested an audit pursuant to Section 476 of the Companies Act 2006. As a consequence, the Trustees have elected that the financial statements be subject to independent examination.

Having satisfied myself that the financial statements are not required to be audited under any legal provision, or otherwise, and are eligible for independent examination, it is my responsibility to:-

a) examine the financial statements of the charity under Section 145 of the Act;

b) follow the applicable procedures in the Directions given by the Charity Commission under section 145(5)(b) of the Act.

Basis of Independent Examiner's Statement and scope of work undertaken

Since the charitable company's gross income exceeded £250,000, the charitable company's examiner must be a member of a body listed in section 145 of the Act. I confirm that I am qualified to undertake the examination because I am an authorised member of Chartered Accountants, which is one of the listed bodies.

I report in respect of my examination of the charity's financial statements carried out under s145 of the Act. 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 setting out the duties of an independent examiner in relation to the conducting of an independent examination. An independent examination includes a review of the accounting records kept by the charitable company and of the accounting systems employed by the charitable company and a comparison of the financial statements presented with those records. It also includes consideration of any unusual items or disclosures in the financial statements, and seeking explanations from you, as Trustees, concerning such matters. The purpose of the examination is to establish as far as possible that there have been no breaches of charity legislation and that, on a test basis of evidence relevant to the amounts and disclosures made, the financial statements comply with the SORP.

12

The Wellspring (Stockport) Limited

The procedures undertaken do not provide all the evidence that would be required in an audit, and information supplied by the Trustees in the course of the examination is not subjected to audit tests or enquiries and does not cover all the matters that an auditor would consider in arriving at an opinion. The planning and conduct of an audit goes beyond the limited assurance that an independent examination can provide

Consequently, I do not express an audit opinion on the view given by the financial statements, and in particular, I express no opinion as to whether the financial statements give a true and fair view of the affairs of the charity, and my report is limited to the matters set out in the statement below.

I planned and performed my examination so as to satisfy myself that the objectives of the independent examination are achieved and before finalising the report I obtained written assurances from the Trustees of all material matters.

Independent Examiner's Statement, Report and Opinion

I have completed my examination: and can confirm that:-

The accounts of this charitable company are not required to be audited under Part 16 of the Companies Act 2006;

The gross income of the charitable company in the year ended 31 March 2025 appears to exceed the sum specified in Section 145(3) of the Act, namely £250000, and that I am qualified to act as Independent Examiner in accordance with that section by virtue of my being a qualified member of Chartered Accountants;

13

The Wellspring (Stockport) Limited

This is a report in respect of an examination carried out under 145 of the Act and in accordance with Directions given by the Charity Commission under section 145(5)(b) of the Act which may be applicable;

and that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:-

accounting records were not kept in respect of the charity as required by Section 386 of the Companies Act 2006 and Section 130 of The Charities Act 2011;

the financial statements do not accord with those records; or

the financial statements do not comply with the applicable requirements concerning the form and content of accounts set out in section 396 of the Companies Act 2006 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;

have not been prepared in accordance with the methods and principles set out in the FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP).

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.

Signed:-

Leanne Nield

Leanne Nield (Dec 17, 2025 13:44:44 GMT)

Leanne Nield ACA BSc - Independent Examiner

Chartered Accountants

51 Laverton Road Lytham St. Annes Lancashire FY8 1EN

This report was signed on 17/12/25

14

The Wellspring (Stockport) Limited - Statement of Financial Activities for the year ended 31 March 2025

Statement of Financial Activities (including the Income and Expenditure Account for the year ended 31 March 2025, as required by the Companies Act 2006)

Income & Endowments from:
Donations & Legacies
20
Other trading activities
21
Investments
22
Other
23
Total income
Expenditure on:
Raising funds
28
Charitable activities
27
Total expenditure
Net income for the year
Net income after transfers
Reconciliation of funds:-
Total funds brought forward
16
Total funds carried forward
16
Note
Net movement in funds
Current year
Unrestricted
Funds
2025
£
409,845
64,406
16,975
7,104
498,330
2,550
421,893
424,443
73,887
73,887
73,887
1,255,986
1,329,873
Current year
Restricted
Funds
2025
£
71,290
-
-
-
71,290
-
68,993
68,993
2,297
2,297
2,297
19,692
21,989
Current year
Total Funds
2025
£
481,135
64,406
16,975
7,104
569,620
2,550
490,886
493,436
76,184
76,184
76,184
1,275,678
1,351,862
Prior Year
Total Funds
2024
£
373,596
33,847
5,513
6,559
419,515
8,579
418,946
427,525
(8,010)
(8,010)
(8,010)
1,283,688
1,275,678

A separate Statement of Total Recognised Gains and Losses is not required as this statement includes all recognised gains and losses.

All activities derive from continuing operations

The notes attached on pages 23 to 44 form an integral part of these accounts.

15

The Wellspring (Stockport) Limited - Statement of Financial Activities for the year ended 31 March 2025

The Wellspring (Stockport) Limited - Analysis of prior year total funds, as required by paragraph 4.2 of the SORP

Income & Endowments from:
Donations & Legacies
Charitable activities
Other trading activities
Investments
Other
Total income
Expenditure on:
Raising funds
Charitable activities
Other
Tax on surplus on ordinary activities
Other taxation
Total expenditure
Net income for the year
Transfers between funds
Net income after transfers
Reconciliation of funds:-
Total funds brought forward
Total funds carried forward
Net movement in funds
Prior Year
Unrestricted
Funds
2024
£
261,655
-
33,847
5,513
6,559
307,574
8,579
310,697
-
-
-
319,276
(11,702)
-
(11,702)
(11,702)
1,267,688
1,255,986
Prior Year
Restricted
Funds
2024
£
111,941
-
-
-
-
-
111,941
-
108,249
-
-
-
-
108,249
3,692
-
3,692
3,692
16,000
19,692
Prior Year
Total Funds
2024
£
373,596
-
33,847
5,513
6,559
419,515
8,579
418,946
-
-
-
427,525
(8,010)
-
(8,010)
(8,010)
1,283,688
1,275,678

All activities derive from continuing operations

A separate Statement of Total Recognised Gains and Losses is not required as this statement includes all recognised gains and losses.'

The notes attached on pages 23 to 44 form an integral part of these accounts.

16

The Wellspring (Stockport) Limited - Statement of Financial Activities for the year ended 31 March 2025

The Wellspring (Stockport) Limited - Resources applied in the year ended The Wellspring (Stockport) Limited - Resources applied in the year ended 31 March 2025 31 March 2025
2025 2024
£ £
Funds generated in the year as detailed in the SOFA 76,184 (8,010)
Resources applied on functional fixed assets - (21,883)
Net resources available to fund charitable activities 76,184 (29,893)

The resources applied on fixed assets for charity use represents the cost of additions less proceeds of any disposals.

17

The Wellspring (Stockport) Limited - Statement of Financial Activities for the year ended 31 March 2025

Movements in revenue and capital funds for the year ended 31 March 2025

Revenue accumulated funds

Accumulated funds brought forward
(From)/To unrestricted revenue funds
Closing revenue funds
Recognised gains and losses before
transfers
Unrestricted
Funds
2025
£
485,336
73,887
559,223
-
559,223
Restricted
Funds
2025
£
6,779
5,497
12,276
-
12,276
Total
Funds
2025
£
492,115
79,384
571,499
-
571,499
Last year
Total Funds
2024
£
1,283,688
(8,010)
1,275,678
(783,563)
492,115

Designated revenue funds included within the unrestricted funds above

At 1 April
Transfer (to)/from revenue accumulated funds
At 31 March
Total
Funds
2025
£
100,000
-
100,000
Last year
Total Funds
2024
£
-
100,000
100,000

The purposes for which these funds have been designated are described in Note 18 to the accounts.

Fixed asset funds
At 1 April
Transfer (to)/from revenue funds
At 31 March
Designated
Funds
2025
£
770,650
-
770,650
Restricted
Funds
2025
£
12,913
(3,200)
9,713
Total
Funds
2025
£
783,563
(3,200)
780,363
Last year
Total Funds
2024
£
-
783,563
783,563

The purposes of the transfers to fixed asset funds are described in Note 18 to the accounts and under the accounting policy 'Accounting for capital grants and fixed asset funds'.

Summary of funds
Unrestricted
Restricted
Total
and
Funds
Funds
Designated funds
2025
2025
2025
£
£
£
Revenue accumulated funds
459,223
12,276
471,499
Revenue designated funds
100,000
-
100,000
Fixed asset funds
770,650
9,713
780,363
Total funds
1,329,873
21,989
1,351,862
The notes attached on pages 23 to 44 form an integral part of these accounts.
Last Year
Total Funds
2024
£
392,115
100,000
783,563
1,275,678

18

The Wellspring (Stockport) Limited - Balance Sheet as at 31 March 2025

Notes
Fixed assets
Tangible assets
8
Current assets
Stocks
9
2,000
Debtors
10
90,378
Cash at bank and in hand
472,934
Total current assets
565,312
Creditors: amounts falling due within
one year
11
(12,831)
Net current assets
The total net assets of the charity
Restricted funds
Restricted Revenue Funds
16
12,276
Restricted Fixed Asset Funds
16
9,713
Unrestricted Funds
Unrestricted Revenue Funds
16
459,223
Unrestricted Revaluation Reserve
16
-
Designated Funds
Designated Revenue Funds
16
100,000
Designated Fixed Asset Funds
16
770,650
Total charity funds
The total net assets of the charity are funded by the funds of the
2,000
90,378
472,934
2025
£
799,381
2,000
11,192
473,112
486,304
(21,653)
552,481
1,351,862
6,779
12,913
21,989
385,336
-
459,223
100,000
770,650
870,650
1,351,862
charity, as follows:-
2,000
11,192
473,112
2024
£
811,027
464,651
565,312
(12,831)
486,304
(21,653)
1,275,678
19,692
385,336
870,650
100,000
770,650
100,000
770,650
1,275,678

The directors are satisfied that the company is entitled to exemption from the requirement to obtain an audit under section 477 of the Companies Act 2006.

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

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.

19

The Wellspring (Stockport) Limited - Balance Sheet as at 31 March 2025

The charity is subject to Independent Examination under charity legislation, and the report of the Independent Examiner is on page 14.

The financial statements have been prepared in accordance with the provisions in Part 15 of the Companies Act 2006. applicable to companies subject to the small companies regime.

Andrew Ayres (Dec 17, 2025 13:28:15 GMT)

ANDREW AYRES

Trustee Approved by the board of trustees on 17/12/25

The notes attached on pages 23 to 44 form an integral part of these accounts.

20

The Wellspring (Stockport) Limited

Cash Flow Statement for the year ended 31 March 2025

Cash flows from operating activities
A
Cash flows from investing activities
Interest received
Dividends received
Purchase of property, plant and equipment
Net cash provided by investing activities
B
Cash flows from financing activities
Net cash provided by financing activities
C
Overall cash provided by all activities
Cash movements
Change in cash and cash equivalents from activities in the
year ended 31 March 2025
Cash and cash equivalents at 1 April 2024
Change in cash and cash equivalents due to exchange rate movements
A+B+C
Cash at bank and in hand less overdrafts at 31 March
Net cash provided by operating activities as shown below
2025
£
(17,153)
8,903
8,072
-
16,975
-
(178)
(178)
473,112
-
472,934
2024
£
240
2,192
3,321
(21,883)
(16,370)
-
(16,130)
(16,130)
489,242
-
473,112

21

The Wellspring (Stockport) Limited

Cash Flow Statement for the year ended 31 March 2025 The Wellspring (Stockport) Limited

Cash Flow Statement for the year ended 31 March 2025 - Continued

Reconciliation of net income to net cash flow from operating activities

Net income as shown in the Statement of Financial Activities
Adjustments for :-
Depreciation charges
Write downs of investments
Net unrealised losses on investment assets
Dividends, interest and rents from investments
Decrease in stocks
Decrease in debtors
Increase in creditors, excluding loans
Net cash provided by operating activities
A
Analysis of cash and cash equivalents
Cash in hand at for the year ended 31 March 2025
Total cash and cash equivalents
At start
of year
Cash
473,112
Total
473,112
Analysis of change in net debt
76,184
11,646
-
-
(16,975)
-
(79,186)
(8,822)
(17,153)
2025
£
472,934
472,934
Cash
Flows and
(178)
(178)
(8,010)
11,002
-
-
(5,513)
-
(5,535)
8,296
240
2024
£
473,112
473,112
At end
of year
472,934
472,934

22

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

1 Accounting policies

Policies relating to the production of the accounts.

Basis of preparation and accounting convention

The accounts have been prepared on the accruals basis, under the historical cost convention, and in accordance with the Financial Reporting Standard 102, (effective 1st January 2016) and 'FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), published by the Charity Commission in England & Wales (CCEW) , effective January 2016, , and in accordance with all applicable law in the charity's jurisdiction of registration, except that the charity has prepared the financial statements in accordance with the FRS 102 SORP (Statement of Recommended Practice for Accounting and Reporting by Charities) 2015, (as amended by the Bulletin issued in October 2018 and applicable to all accounting periods beginning on or after 1st January 2019), (The SORP), in preference to the previous SORP, the SORP 2005, which has been withdrawn, notwithstanding the fact that the extant statutory regulations, the Charities (Accounts and Reports) Regulations 2008 refer explicitly to the SORP 2005. This has been done to accord with current best practice.

Policies relating to categories of income and income recognition.

Nature of income

Gross income represents the value, net of value added tax and discounts, of goods provided to customers and work carried out in respect of services provided to customers.

Categories of Income

Income is categorised as income from exchange transactions (contract income) and income from non-exchange transactions (gifts), investment income and other income.

Income from exchange transactions is received by the charity for goods or services supplied under contract or where entitlement is subject to fulfilling performance related conditions. The income the charity receives is approximately equal in value to the goods or services supplied by the charity to the purchaser.

Income from a non-exchange transaction is where the charity receives value from the donor without providing equal value in exchange, and includes donations of money, goods and services freely given without giving equal value in exchange.

Income recognition

Income, whether from exchange or non exchange transactions, is recognised in the statement of financial activities (SOFA) on a receivable basis, when a transaction or other event results in an increase in the charity’s assets or a reduction in its liabilities and only when the charity has legal entitlement, the income is probable and can be measured reliably.

Dividends are accrued when the shareholder’s right to receive payment is established.

Income subject to terms and conditions which must be met before the charity is entitled to the resources is not recognised until the conditions have been met.

All income is accounted for gross, before deducting any related fees or costs.

23

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Accounting for deferred income and income received in advance

Where terms and conditions relating to income have not been met or uncertainty exists as to whether the charity can meet any terms or conditions otherwise within its control, income is not recognised but is deferred as a liability until it is probable that the terms or conditions imposed can be met.

Any grant that is subject to performance-related conditions received in advance of delivering the goods and services required by that condition, or is subject to unmet conditions wholly outside the control of the recipient charity, is accounted for as a liability and shown on the balance sheet as deferred income. Deferred income is released to income in the reporting period in which the performance-related or other conditions that limit recognition are met.

When income from a grant or donation has not been recognised due to the conditions applying to the gift not being wholly within the control of the recipient charity, it is disclosed as a contingent asset if receipt of the grant or donation is probable once those conditions are met.

Where time related conditions are imposed or implied by a funder, then the income is apportioned to the time periods concerned,and, where applicable, is accounted for as a liability and shown on the balance sheet as deferred income. When grants are received in advance of the expenditure on the activity funded by them, but there are no specific time related conditions, then the income is not deferred.

Any condition that allows for the recovery by the donor of any unexpended part of a grant does not prevent recognition of the income concerned, but a liability to any repayment is recognised when repayment becomes probable.

Income from legacies

Income from legacies is recognised when the charity has sufficient evidence that a gift has been left to them, that where required, probate has been granted, the executor is satisfied that the property in question will not be required to satisfy claims in the estate, that it is probable that the amount will be received by the charity, and the amount to be received can be estimated with sufficient accuracy, and that any conditions attached to the legacy are either within the control of the charity or have been met.

Where a payment is received from an estate or is notified as receivable by the executors after the reporting date and before the accounts are authorised for issue but it is clear that the payment had been agreed by the executors prior to the end of the reporting period, then the amount concerned is treated as an adjusting event and accrued as income in the accounting period if receipt is probable.

Where the charity has established entitlement to a legacy but there is uncertainty as to the amount of the payment, details of the legacy aredisclosed as a contingent asset until the criteria for income recognition are met. Where a legacy is subject to the interest of a life tenant, the legacy is not recognised as income until the death of the life tenant.

If it is doubtful that full settlement of a legacy debtor will be received, then an adjustment is made to reduce the amount of the legacy debtor and legacy income rather than charging the adjustment as expenditure in the Statement of Financial Activities

24

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Donated goods, facilities and services

Donated fixed assets are recognised at the current fair value. All such donations are recognised as donation income, and debited to fixed assets.

Donated goods that are not fixed assets are accounted for at a fair value, unless it is impractical to reliably measure the value of the donated items.

In the absence of any direct evidence of fair value of donated goods, then a value is derived from the cost of the item to the donor or, in the case of goods that are expected to be sold, the estimated resale value after deducting any anticipated costs of sales.

If it is impracticable to measure the fair value of goods donated for resale, or the costs of valuation outweigh the benefits, the donated goods are recognised as income when sold, with an equivalent amount being recognised as an expense.

The costs of goods donated for distribution to beneficiaries is deemed to be the fair value of those goods upon receipt. When the goods are distributed freely or for a nominal consideration, then the carrying amount is adjusted at the time of sale, to the value at the point of distribution and the adjustment is shown as a cost of donations made.

The carrying amount of any stock held for distribution is assessed for impairment at the reporting date. All donated goods are recognised as donation income, and debited to trading stock.When trading stock is subsequently sold, or appropriated to meet an expense, then the carrying value of the stock is recognised as an expense. In accordance with the SORP, goods donated for distribution to beneficiaries, or for consumption by the charity are included in 'legacies and donations '. Goods donated for resale are included in 'Income from other trading activities'

The cost of any stock of goods donated for distribution to beneficiaries is deemed to be the fair value of those gifts at the time of their receipt. If the goods held are to be distributed freely or for a nominal consideration, then the carrying amount is subsequently adjusted to reflect the lower of deemed cost adjusted for any loss of service potential and replacement cost. Replacement cost is the economic cost incurred if the charity was to replace the service potential of the donated goods at its own expense in the most economic manner.

Donated services and facilities (including seconded staff and use of property) are included in the accounts on the basis of the value of the gift to the charity.

All donated services and facilities are recognised as donation income when received,(provided the value of the gift can be measured reliably) and recognised as an expense with an equivalent value.

Policies relating to expenditure on goods and services provided to the charity.

Recognition of liabilities and expenditure

A liability, and the related expenditure, is recognised when a legal or constructive obligation exists as a result of a past event, and when it is more likely than not that a transfer of economic benefits will be required in settlement, and when the amount of the obligation can be measured or reliably estimated..

Liabilities arising from future funding commitments and constructive obligations, including performance related grants, where the timing or the amount of the future expenditure required to settle the obligation are uncertain, give rise to a provision in the accounts, which is reviewed at the accounting year end. The provision is increased to reflect any increases in liabilities, and is decreased by the utilisation of any provision within the period, and reversed if any provision is no longer required. These movements are charged or credited to the respective funds and activities to which the provision relates.

25

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Policies relating to assets, liabilities and provisions and other matters.

Tangible fixed assets

Tangible fixed assets are measured at their original cost value, or subsequent revaluation, or if donated, as described above. Cost value includes all costs expended in bringing the asset into its intended working condition. Expenditure on individual items below £500 are not capitalised.

Depreciation has been provided at the following rates in order to write off the assets to their anticipated residual value over their estimated useful lives.

Freehold premises 0 % straight line
Building improvements 20 % straight line
Plant and machinery 20 and 25 % straight line
Motor vehicles 25 % straight line

A regular annual review of the likelihood of asset impairment is undertaken.

No depreciation is provided on freehold property and improvements because it is the practice to maintain the property in a continual state of sound repair. Accordingly, the life is so long and the residual value so high that the Trustees consider that depreciation calculated in accordance with accepted accounting standards would be immaterial.

Stocks and work in progress

Stock is valued at the lower of cost and net realisable value.

Debtors

Debtors are measured at their recoverable amounts at the balance sheet date.

Financial instruments including cash and bank balances

Cash held by the charity is included at the amount actually held and counted at the year end. Bank balances, whether in credit or overdrawn, are shown at the amounts properly reconciled to the bank statements.

Leasing and hire purchase contracts and commitments

Assets held under finance leases and hire purchase contracts, which are those where substantially all the risks and rewards of ownership of the asset have passed to the charity, are capitalised in the balance sheet and depreciated over their useful lives. The corresponding lease or hire purchase obligation is treated in the balance sheet as a liability.

The interest element of the rental obligations is charged to the profit and loss account over the period of the lease and represents a constant proportion of the balance of capital repayments outstanding.

Rentals paid under operating leases are charged to income on a straight line basis over the lease term.

Pensions - defined contribution schemes

The charity operates a defined contribution pension scheme. Contributions are charged to the profit and loss account as they become payable in accordance with the rules of the scheme.

26

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Fund Accounting

Unrestricted funds are available for use at the discretion of the trustees in furtherance of the general objectives of the charity.

Restricted funds are subjected to restrictions on their expenditure imposed by the donor or through the terms of an appeal or as implied by law.

There are no endowment funds.

2 Liability to taxation

The Trustees consider that the charity satisfies the tests set out in Paragraph 1 Schedule 6 of the Finance Act 2010 for UK corporation tax purposes. Accordingly, the Charity is potentially exempt from taxation in respect of income or capital gains received within categories covered by chapter 3 part 11 of the Corporation Tax Act 2010 or Section 256 of the Taxation of Chargeable Gains Act 1992, to the extent that such income or gains are applied exclusively on the specific charitable objects of the charity and for no other purpose. Value Added Tax is not recoverable by the charity, and is therefore included in the relevant costs in the Statement of Financial Activities.

3 Winding up or dissolution of the charity

If upon winding up or dissolution of the charity there remain any assets, after the satisfaction of all debts and liabilities, the assets represented by the accumulated fund shall be transferred to some other charitable body or bodies having similar objects to the charity.

4 Significance of financial instruments to the charity's position

There are no significant implications in relation to information about the significance of financial instruments to the charity's financial position or performance and the related risks.

5 Net surplus before tax in the financial year

The net surplus before tax in the financial year is stated after charging:-
Depreciation of owned fixed assets
Pension costs
2025
£
11,646
10,893
2024
£
11,002
7,602

27

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Salary costs
2025
£
Gross Salaries excluding trustees and key management personnel
281,838
Employer's National Insurance for all staff
22,449
Employer's operating costs of defined
contribution pension schemes
10,893
Total salaries, wages and related costs
315,180
Numbers of full time employees or full time equivalents
2025
The average number of total staff employed in the year was
11
The estimated full time equivalent number of all staff employed in the year was
8
The estimated equivalent number of full time staff deployed in different activities in the year was:-
Engaged on charitable activities
7
Engaged on management and administration
1
The estimated full time equivalent number of all staff employed as above
8
2025
£
281,838
22,449
10,893
2024
£
207,652
14,092
7,602
315,180 229,346
2025
11
2024
6
6
5
1
8 6

Neither the trustees nor any persons connected with them have received any remuneration from the charity or any related entity, either in the current or prior year.

No Employee received remuneration of more that £60,000 during the year.

The total employee benefits received by key management personnel were £47,710 (2024: £46,159)

7 Defined contribution pension schemes

The charity operates a defined contribution pension scheme on behalf of its employees. All contributions due have been fully paid.

Any liabilites and assets associated with the scheme are shown under debtors and creditors.

28

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025 8 Tangible fixed assets

Current Year
Cost
At 1 April 2024
Additions
At 31 March 2025
Depreciation
At 1 April 2024
Charge for the year
At 31 March 2025
Net book value
At 31 March 2025
At 31 March 2024
Prior Year
Cost
02 April 2023
Additions
31 March 2024
Depreciation
02 April 2023
Charge for the year
31 March 2024
Net book value
31 March 2024
01 April 2023
Land and
Buildings
£
856,756
-
Plant &
Machinery
£
21,316
-
Motor
Vehicles
£
4,000
-
Total
£
882,072
-
856,756 21,316 4,000 882,072
48,380
10,320
18,665
1,326
4,000
-
71,045
11,646
58,700 19,991 4,000 82,691
798,056 1,325 - 799,381
808,376 2,651 - 811,027
Land and
Buildings
£
834,873
21,883
Plant &
Machinery
£
21,316
-
Motor
Vehicles
£
4,000
-
Total
£
860,189
21,883
856,756 21,316 4,000 882,072
38,756
9,624
17,287
1,378
4,000
-
60,043
11,002
48,380 18,665 4,000 71,045
808,376 2,651 - 811,027
796,117 4,029 - 800,146

29

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

9
10
11
12
**13 **
Stocks & Work in Progress
Stocks
Debtors
Trade debtors
Prepayments and accrued income
Other debtors
Creditors: amounts falling due within one year
Trade creditors
Accruals
Other creditors
Financial commitments under operating leases
At the year end the charity had annual
commitments under non-cancellable
operating leases as set out below:
Operating leases which expire:
within one year
within two to five years
in over five years
Income and Expenditure account summary
At 1 April 2024
Surplus after tax for the year
Gift Aid donations made
At 31 March 2025
2025
£
2,000
2024
£
2,000
2,000 2,000
2025
£
-
47,965
42,413
2024
£
-
7,642
3,550
90,378 11,192
2025
£
6,975
5,560
296
2024
£
4,200
6,292
11,161
12,831 21,653
2025
£
-
480
-
2024
£
-
480
-
480 480
2025
£
1,275,678
76,184
-
2024
£
1,283,688
(8,010)
-
1,351,862 1,275,678

14 Related party transactions

The charity has incurred costs of £nil (2024: £988) in payment to Copperleaf Ltd under the control of Trustee, Mark Whylie.

30

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

15 Particulars of how particular funds are represented by assets and liabilities

At 31 March 2025
Tangible Fixed Assets
Current Assets
Current Liabilities
At 1 April 2024
Tangible Fixed Assets
Current Assets
Current Liabilities
Unrestricted
funds
£
19,018
453,036
(12,831)
Designated
funds
£
770,650
100,000
-
Restricted
funds
£
9,713
12,276
-
Total
Funds
£
799,381
565,312
(12,831)
459,223 870,650 21,989 1,351,862
Unrestricted
funds
£
27,464
379,525
(21,653)
Designated
funds
£
770,650
100,000
-
Restricted
funds
£
12,913
6,779
-
Total
Funds
£
811,027
486,304
(21,653)
385,336 870,650 19,692 1,275,678

31

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

16 Change in total funds over the year as shown in Note 15 , analysed by individual funds

Unrestricted and designated funds:-
Unrestricted Revenue Funds
Unrestricted Revaluation Reserve
Designated Revenue Funds
Designated Fixed Asset Funds
Total unrestricted and designated funds
Restricted funds:-
Restricted Fixed Asset Funds
Sport England
Global Charities Ltd
Stockport MBC
The Manchester Guardian Society
Skipton Building Society
Dutch Food
Thales
High Sherrif
Sundry other funds
Legacy
Total restricted funds
Total charity funds
Funds brought
forward from
2024
£
385,336
-
100,000
770,650
Movement in
funds in 2025
See Note 17
£
73,887
-
-
-
£
-
-
-
-
Transfers
between
funds in 2025
Funds carried
forward to
2026
£
459,223
-
100,000
770,650
1,255,986 73,887 - 1,329,873
12,913
6,779
-
-
-
-
-
-
-
-
-
(3,200)
(4,503)
-
-
-
-
-
-
-
-
10,000
-
-
-
-
-
-
-
-
-
-
-
9,713
2,276
-
-
-
-
-
-
-
-
10,000
19,692 2,297 - 21,989
1,275,678 76,184 - 1,351,862

32

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Change in total funds over the year as shown in Note 15 , analysed by individual funds PRIOR YEAR

Unrestricted and designated funds:-
Unrestricted Revenue Funds
Designated Revenue Funds
Designated Fixed Asset Funds
Total unrestricted and designated funds
Restricted funds:-
Restricted Fixed Asset Funds
Sport England
Restricted Fixed Assets - Revenue
Total restricted funds
Total charity funds
Funds brought
forward from
2023
£
1,267,688
-
-
Movement in
funds in 2024
See Note 17
£
(11,702)
-
-
£
(870,650)
100,000
770,650
Transfers
between
funds in 2024
£
385,336
100,000
770,650
Funds carried
forward to
2025
1,267,688 (11,702) - 1,255,986
-
-
16,000
-
6,779
(3,087)
12,913
-
(12,913)
12,913
6,779
-
16,000 3,692 - 19,692
1,283,688 (8,010) - 1,275,678

33

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

17 Analysis of movements in funds over the year as shown in Note 16

Unrestricted and designated funds:-
Unrestricted Revenue Funds
Unrestricted Revaluation Reserve
Designated Revenue Funds
Designated Fixed Asset Funds
Restricted funds:-
Restricted Fixed Asset Funds
Sport England
Global Charities Ltd
Stockport MBC
The Manchester Guardian Society
Skipton Building Society
Dutch Food
Thales
High Sherrif
Sundry other funds
Legacy
Income
2025
£
498,330
-
-
-
-
-
35,200
10,000
1,666
1,210
1,666
4,000
4,998
2,550
10,000
Expenditure
2025
£
(424,443)
-
-
-
(3,200)
(4,503)
(35,200)
(10,000)
(1,666)
(1,210)
(1,666)
(4,000)
(4,998)
(2,550)
-
Other
Gains &
Losses
2025
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Movement
in funds
2025
£
73,887
-
-
-
(3,200)
(4,503)
-
-
-
-
-
-
-
-
10,000
569,620 (493,436) - 76,184

Analysis of movements in funds over the year as shown in Note 16 - PRIOR YEAR

Unrestricted and designated funds:-
Unrestricted Revenue Funds
Designated Revenue Funds
Designated Fixed Asset Funds
Restricted funds:-
Restricted fixed asset funds
Stockport MBC
The National Lottery Community Fund
Sport England
Groundwork
Restricted Fixed Assets - Revenue
Global Charities Ltd
Income
2024
£
307,574
-
-
6,550
61,151
8,040
1,000
-
35,200
Expenditure
2024
£
(319,276)
-
(6,550)
(61,151)
(1,261)
(1,000)
(3,087)
(35,200)
Other
Gains &
Losses
2024
£
-
-
Movement
in funds
2024
£
(11,702)
-
-
-
-
-
6,779
-
(3,087)
-
419,515 (427,525) - (8,010)

34

The Wellspring (Stockport) Limited

Notes to the Accounts for the year ended 31 March 2025

Details of transfers between funds

in the year as shown in Note 16

The transfers shown in note 16 above are:-

The transfers shown in note 16 above are:- 2025 £ To/(from) Unrestricted Revenue Funds in accordance with the accounting policy 'Accounting for capital grants and fixed asset funds'. - Transfers to/( from) Unrestricted Funds to cover deficits on Restricted Funds or when funds are lawfully reallocated - Net transfers -

Net transfers

18 The purposes for which the funds

as detailed in note 16 are held by the charity are:-

Unrestricted and designated funds:-

Unrestricted Revenue Funds

Designated Revenue Funds Designated Fixed Asset Funds

These funds are held for the meeting the objectives of the charity, and to provide reserves for future activities, and , subject to charity legislation, are free from all restrictions on their use.

Designated to cover future building repairs

Represent the balance sheet value of the building used by the charity

Restricted funds:-

Restricted Fixed Asset Funds

National Lottery, The Skelton Charity and Sir R Pendlebury Trust provided funding towards kitchen renovations Walking Group

Sport England Global Charities Ltd Project worker Stockport MBC Food The Manchester Guardian Society Food Skipton Building Society Food Dutch Food Food Thales Rucksack High Sherrif Food Sundry other funds Small funds covering foof provisions Legacy Walking group

19 Ultimate controlling party

Every member of the charity is obliged to contribute such amount as may be required not exceeding £10 to the assets of the company in the event of its being wound up while he or she is a member, or within one year after he or she ceases to be a member.

35

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

This analysis is classsified by conventional nominal descriptions and not by activity.

20 Donations, Grants and Legacies

Donations, Grants and Legacies
Donations and gifts from
individuals and corporate donors
Refunds from HMRC on gift aided donations
Total donations and gifts from
individuals and corporate donors
Donations
Current year
Unrestricted
Funds
2025
£
12,672
255,484
Current year
Restricted
Funds
2025
£
-
-
-
Current year
Total Funds
2025
£
12,672
255,484
268,156
Prior Year
Total Funds
2024
£
6,610
243,545
268,156 250,155

Donations and gifts from individuals (Include HMRC refunds on gift aided donations) - Prior Year analysis

Prior year
Legacies receivable
Total legacies receivable
Legacies receivable
Prior Year
Unrestricted
Funds
2024
£
250,155
Prior Year
Restricted
Funds
2024
£
-
Current year
Restricted
Funds
2025
£
10,000
10,000
Prior Year
Total Funds
2024
£
250,155
Current year
Total Funds
2025
£
131,089
131,089
Prior Year
Total Funds
2024
£
6,500
Current year
Unrestricted
Funds
2025
£
121,089
121,089 6,500

36

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

Legacies receivable - Prior Year analysis
Prior year
Total public sector revenue grants
Stockport MBC
The National Lottery Community Fund
Revenue grants from government and
public bodies
Sport England
Prior Year
Unrestricted
Funds
2024
£
6,500
Prior Year
Restricted
Funds
2024
£
-
Current year
Restricted
Funds
2025
£
10,000
-
-
10,000
Prior Year
Total Funds
2024
£
6,500
Current year
Total Funds
2025
£
10,000
-
-
10,000
Prior Year
Total Funds
2024
£
6,550
61,151
8,040
Current year
Unrestricted
Funds
2025
£
-
-
-
- 75,741

Revenue grants from government and public bodies - Prior Year analysis

Prior Year Prior Year Prior Year
Unrestricted
Funds
Restricted
Funds
Total Funds
2024 2024 2024
£ £ £
Prior Year - 75,741 75,741

37

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

Total private sector revenue grants
Revenue grants and donations from
non public bodies
JD Foundation
Groundwork
Small grants individually less than £1000
Thales
Dutch Food
Global Charities Limited
Skipton building society
The Manchester Guardian Society
Stockport Community
Current year
Unrestricted
Funds
2025
£
600
20,000
-
-
-
-
-
-
-
Current year
Restricted
Funds
2025
£
2,050
500
35,200
-
1,666
1,210
1,666
4,000
4,998
51,290
Current year
Total Funds
2025
£
2,650
20,500
35,200
-
1,666
1,210
1,666
4,000
4,998
71,890
Prior Year
Total Funds
2024
£
-
-
40,200
1,000
-
-
-
-
-
20,600 41,200

All the grants in the prior year were unrestricted.

Revenue grants and donations from non public bodies (Include Gift Aid donations from subsidiaries) - Prior Year analysis

Prior Year Prior Year Prior Year
Unrestricted
Funds
Restricted
Funds
Total Funds
2024 2024 2024
£ £ £
Prior Year 5,000 36,200 41,200

38

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

Total Donations, Grants and Legacies
Current year
Unrestricted
Funds
2025
£
Total Donations, Grants and
Legacies
A1
409,845
All the donations and gifts in the prior year were unrestricted.
Prior year
Unrestricted
Funds
2024
£
Total Donations, Grants and
Legacies
A1
261,655
Prior Year
Total Funds
2024
£
Unrestricted
Funds
2025
£
Restricted
Funds
2025
£
71,290
Restricted
Funds
2024
£
111,941
Current Year
Total Funds
2025
£
481,135
Prior Year
Total Funds
2024
£
373,596
409,845 373,596
261,655

39

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

21 Income from other, non charitable, trading activities

Current year
Current year
Unrestricted
Funds
Restricted
Funds
2025
2025
£
£
64,406
-
Total from other activities
A3
64,406
-
Income from other, non charitable, trading activities - Prior Year analysis
Unrestricted
Funds
Restricted
Funds
Prior Year
33,847
-
22
Investment income
Current year
Current year
Unrestricted
Funds
Restricted
Funds
2025
2025
£
£
Dividend Income
8,072
-
Bank Interest Receivable
8,903
-
Total investment income
A4
16,975
-
Investment income - Prior Year analysis
Unrestricted
Funds
Restricted
Funds
Prior Year
5,513
-
Income from fundraising events
Current year
Total Funds
2025
£
64,406
64,406
Total Funds
33,847
Current year
Total Funds
2025
£
8,072
8,903
16,975
Total Funds
5,513
Prior Year
Total Funds
2024
£
33,847
33,847
Prior Year
Total Funds
2024
£
3,321
2,192
5,513

40

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

23
Other income and gains
Current year
Total other income
A5
Other income and gains - Prior year analysis
Prior Year
Total other income
A5
Sundry other income
Sundry other income
Current year
Unrestricted
Funds
2025
£
7,104
Current year
Restricted
Funds
2025
£
-
-
Prior Year
Restricted
Funds
2024
£
-
-
Current year
Total Funds
2025
£
7,104
7,104
Prior Year
Total Funds
2024
£
6,559
6,559
Prior Year
Total Funds
2024
£
6,559
7,104 6,559
Prior Year
Unrestricted
Funds
2024
£
6,559
6,559

41

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

24 Expenditure on charitable activities - Direct spending

Current Year
Total direct spending
B2a
All the expenditure in the prior year was unrestricted.
Prior Year
Total direct spending
B2a
Marketing and advertising of charitable
services
Kitchen costs
Defined contribution pension costs -
Computer running costs
Premises costs
Kitchen costs
Employers' NI - Charitable activities
Employers' NI - Charitable activities
Gross wages and salaries - charitable
activities
Premises costs
Defined contribution pension costs -
charitable activities
Office costs
Office costs
Gross wages and salaries - charitable
activities
Professional fees
Computer running costs
Other costs
Travel and Subsistence - Charitable
Activities
Professional fees
Marketing and advertising of charitable
services
Other costs
Travel and Subsistence - Charitable
Activities
Current year
Unrestricted
Funds
2025
£
245,544
22,449
10,893
2,024
12,757
23,237
58,187
12,488
10,408
10,610
-
Current year
Restricted
Funds
2025
£
36,294
-
-
-
-
-
-
-
8,503
-
20,996
65,793
Prior Year
Restricted
Funds
2024
£
73,536
-
-
-
-
-
24,815
-
1,261
-
5,550
105,162
Current year
Total Funds
2025
£
281,838
22,449
10,893
2,024
12,757
23,237
58,187
12,488
18,911
10,610
20,996
474,390
Prior Year
Total Funds
2024
£
207,652
14,092
7,602
2,139
1,822
68,558
51,808
6,568
9,924
8,023
24,776
402,964
Prior Year
Total Funds
2024
£
207,652
14,092
7,602
2,139
1,822
68,558
51,808
6,568
9,924
8,023
24,776
408,597 402,964
Prior Year
Unrestricted
Funds
2024
£
134,116
14,092
7,602
2,139
1,822
68,558
26,993
6,568
8,663
8,023
19,226
297,802

42

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

25 Support costs for charitable activities

Current year
Current year
Current year
Current Year
Unrestricted
Funds
Restricted
Funds
Total Funds
2025
2025
2025
£
£
£
Professional fees paid to advisors other than the auditor or examiner
4,220
-
4,220
Financial costs
8,446
3,200
11,646
Support costs before reallocation
12,666
3,200
15,866
Total support costs - Current
Year
B2d
12,666
3,200
15,866
Support costs for charitable
activities - prior year
Professional fees paid to advisors other than the auditor or examiner - PRIOR YEAR
3,425
-
3,425
7,915
3,087
11,002
11,340
3,087
14,427
Total support costs - Prior
Year
B2d
11,340
3,087
14,427
Financial costs
Depreciation & Amortisation in total for
Support costs before reallocation
Accountancy fees other than
examination or audit fees
Accountancy fees other than
examination or audit fees
Depreciation & Amortisation in total for
the period
Current year
Total Funds
2025
£
4,220
11,646
Prior Year
Total Funds
2024
£
3,425
11,002
14,427
14,427
-
14,427
14,427

43

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

26 Other Expenditure - Governance costs

Current Year
Independent Examiner's fees
Trustee training
Total Governance costs
B2e
Prior Year
Independent Examiner's fees
Total Governance costs
B2e
Current year
Unrestricted
Funds
2025
£
550
80
Current year
Restricted
Funds
2025
£
-
-
-
Restricted
Funds
2024
£
-
-
Current year
Total Funds
2025
£
550
80
630
Total Funds
2024
£
750
1,555
Prior Year
Total Funds
2024
£
750
805
630 1,555
Unrestricted
Funds
2024
£
750
1,555

44

The Wellspring (Stockport) Limited

Detailed analysis of income and expenditure for the year ended 31 March 2025 as required by the SORP 2015

27 Total Charitable expenditure

Current Year
Total direct spending
B2a
Total support costs
B2d
Total Governance costs
B2e
Total charitable expenditure
B2
Prior Year
Total direct spending
B2a
Total support costs
B2d
Total Governance costs
B2e
Total charitable expenditure
B2
Current year
Unrestricted
Funds
2025
£
408,597
12,666
630
Current year
Restricted
Funds
2025
£
65,793
3,200
-
68,993
Prior Year
Restricted
Funds
2024
£
105,162
3,087
-
Current year
Total Funds
2025
£
474,390
15,866
630
490,886
Prior Year
Total Funds
2024
£
402,964
14,427
1,555
Prior Year
Total Funds
2024
£
402,964
14,427
1,555
421,893 418,946
Prior Year
Unrestricted
Funds
2024
£
297,802
11,340
1,555
310,697 108,249 418,946

28 Expenditure on raising funds and costs of investment management

Current Year
Cost of fundraising activities
Total fundraising costs
B1
All the expenditure in the prior year was unrestricted.
Prior Year
Cost of fundraising activities
Total fundraising costs
B1
Current year
Unrestricted
Funds
2025
£
2,550
Current year
Restricted
Funds
2025
£
-
-
Prior Year
Restricted
Funds
2024
£
-
-
Current year
Prior Year
Total Funds
Total Funds
2025
2024
£
£
2,550
8,579
2,550 2,550
8,579
Prior Year
Unrestricted
Funds
2024
£
8,579
Prior Year
Total Funds
2024
£
8,579
8,579
8,579

45