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2025-06-30-accounts

Charity number: 1173301

ADVENTURE HOLIDAYS

UNAUDITED

TRUSTEES' REPORT AND FINANCIAL STATEMENTS

FOR THE YEAR ENDED 30 JUNE 2025

ADVENTURE HOLIDAYS

CONTENTS
Page
Reference and Administrative Details of the Charity, its Trustees and Advisers 1
Trustees' Report 2 - 4
Statement of Financial Activities 5
Balance Sheet 6
Notes to the Financial Statements 7 - 15

ADVENTURE HOLIDAYS

REFERENCE AND ADMINISTRATIVE DETAILS OF THE CHARITY, ITS TRUSTEES AND ADVISERS FOR THE YEAR ENDED 30 JUNE 2025

Trustees

J M G Darrington

J Chart H Chart G Garnham

J McFadyen

J Jordan

Charity registered number

1173301

Principal office

21 Farndale Close Blaydon- on-Tyne Tyne & Wear NE21 6HH

Accountants

Ryecroft Glenton Chartered Accountants 32 Portland Terrace Newcastle upon Tyne NE2 1QP

Page 1

ADVENTURE HOLIDAYS

TRUSTEES' REPORT FOR THE YEAR ENDED 30 JUNE 2025

The Trustees present their annual report together with the financial statements of the Charity for the year to 30 June 2025.

The financial statements have been prepared in accordance with the accounting policies set out in the notes to the financial statements and comply with the charity’s governing document, the Charities Act 2011 and the relevant version of the Statement of Recommended Practice applicable to charities preparing their financial statements in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102).

Objectives and activities

Policies and objectives

In setting objectives and planning for activities, the Trustees have given due consideration to general guidance published by the Charity Commission relating to public benefit.

The principal activity of the charity is to provide holidays for children from the North East who would not otherwise have the opportunity of such a break.

Achievements and performance

Key performance indicators

The trustees believe that the charity has sufficient reserves to deliver the services it seeks to offer. The trustees are not therefore attempting to achieve a significant surplus in order to substantially increase its reserves but are content if, over a period of years, small annual surpluses and deficits balance out.

The trustees believe that they have achieved that objective with the Statement of Financial Activities showing a net increase in funds of £3,953 after a depreciation charges of £5,393 and a gain on investments held of £16,468 in the year.

The Balance Sheet shows cash at bank as at 30 June 2025 of £14,123, a decrease of £300 as against 2024.

Review of activities

During the year the trustees continued to maintain the five bedroomed house at Beadnell. The purpose of this property is to provide free holiday accommodation for families and groups of disadvantaged children.

Investment policy and performance

In selecting the investments the trustees recognise that equity investments are likely to give a rising income in the long term and therefore there is a high proportion of the charity’s reserves invested in this form.

Page 2

ADVENTURE HOLIDAYS

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

Financial review

Going concern

After making appropriate enquiries, the trustees have a reasonable expectation that the CIO has adequate resources to continue in operational existence for the foreseeable future. For this reason they continue to adopt the going concern basis in preparing the financial statements.

Structure, governance and management

Constitution

The Charitable Incorporated Organisation was registered with the Charity Commission on 6 June 2017 and commenced operating on 1 July 2017.

The principal object of the Charitable Incorporated Organisation is to relieve poverty, sickness and distress among children and young persons by the provision of holidays (including if thought fit periods of convalescence) in the United Kingdom.

Methods of appointment or election of Trustees

The management of the Charitable Incorporated Organisation is the responsibility of the Trustees who are elected and co-opted.

Organisational structure and decision-making policies

The number of trustees shall not be less than three nor more than nine. Trustees do not retire in rotation but can be dismissed and replaced by an Extraordinary Resolution from the board of trustees.

Financial risk management

The Trustees have assessed the major risks to which the Charitable Incorporated Organisation is exposed, in particular those related to the operations and finances of the Charitable Incorporated Organisation, and are satisfied that systems and procedures are in place to mitigate exposure to the major risks

Page 3

ADVENTURE HOLIDAYS

TRUSTEES' REPORT (CONTINUED) FOR THE YEAR ENDED 30 JUNE 2025

Statement of Trustees' responsibilities

The Trustees are responsible for preparing the Trustees' Report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England & Wales requires the Trustees to prepare financial statements for each financial which give a true and fair view of the state of affairs of the Charity and of its incoming resources and application of resources, including its income and expenditure, for that period. In preparing these financial statements, the Trustees are required to:

The Trustees are responsible for keeping adequate accounting records that are sufficient to show and explain the Charity's transactions and disclose with reasonable accuracy at any time the financial position of the Charity and enable them to ensure that the financial statements comply with the Charities Act 2011, the Charity (Accounts and Reports) Regulations 2008 and the provisions of the Charity Commission Scheme. 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.

Approved by order of the members of the board of Trustees on 21 January 2026 and signed on their behalf by:

J McFadyen

Page 4

ADVENTURE HOLIDAYS

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 JUNE 2025

Note
Income from:
Donations and legacies
3
Investments
4
Total income
Expenditure on:
Charitable activities
5
Total expenditure
Net expenditure before net gains on investments
Net gains on investments
Net movement in funds
Reconciliation of funds:
Total funds brought forward
Net movement in funds
Total funds carried forward
Unrestricted
funds
2025
£
650
10,843
11,493
24,008
24,008
(12,515)
16,468
3,953
507,975
3,953
511,928
Total
funds
2025
£
650
10,843
11,493
24,008
24,008
(12,515)
16,468
3,953
507,975
3,953
511,928
Total
funds
2024
£
2,100
8,490
10,590
43,833
43,833
(33,243)
40,795
7,552
500,423
7,552
507,975

The Statement of Financial Activities includes all gains and losses recognised in the year.

The notes on pages 7 to 15 form part of these financial statements.

Page 5

ADVENTURE HOLIDAYS

BALANCE SHEET AS AT 30 JUNE 2025

Note
Fixed assets
Tangible assets
8
Investments
9
Current assets
Debtors
10
Cash at bank and in hand
Current liabilities
Creditors: amounts falling due within one
year
11
Net current assets
Total assets less current liabilities
Total net assets
Charity funds
Unrestricted funds
12
Total funds
2,445
14,123
16,568
(5,497)
2025
£
136,364
364,493
500,857
11,071
511,928
511,928
511,928
511,928
3,336
14,423
17,759
(5,113)
2024
£
141,757
353,572
495,329
12,646
507,975
507,975
507,975
507,975

The financial statements were approved and authorised for issue by the Trustees on 21 January 2026 and signed on their behalf by:

J McFadyen

Page 6

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

1. General information

Adventure Holidays is a charitable entity (charity number 1173301). The registered office of the charity is 32 Portland Terrace, Newcastle upon Tyne, NE2 1QP. The principal office is 21 Farndale Close, BlaydonOn-Tyne, Tyne and Wear, NE21 6HH.

2. Accounting policies

2.1 Basis of preparation of financial statements

The financial statements have been prepared in accordance with the Charities SORP (FRS 102) - Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2019), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The financial statements have been prepared to give a 'true and fair' view and have departed from the Charities (Accounts and Reports) Regulations 2008 only to the extent required to provide a 'true and fair' view. This departure has involved following the Charities SORP (FRS 102) published in October 2019 rather than the Accounting and Reporting by Charities: Statement of Recommended Practice effective from 1 April 2005 which has since been withdrawn.

Adventure Holidays meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy.

2.2 Income

All income is recognised once the Charity has entitlement to the income, it is probable that the income will be received and the amount of income receivable can be measured reliably.

Income tax recoverable in relation to investment income is recognised at the time the investment income is receivable.

2.3 Expenditure

Expenditure is recognised once there is a legal or constructive obligation to transfer economic benefit to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is classified by activity. The costs of each activity are made up of the total of direct costs and shared costs, including support costs involved in undertaking each activity. Direct costs attributable to a single activity are allocated directly to that activity.

Expenditure on charitable activities is incurred on directly undertaking the activities which further the Charity's objectives, as well as any associated support costs.

Grants payable are charged in the year when the offer is made except in those cases where the offer is conditional, such grants being recognised as expenditure when the conditions attaching are fulfilled. Grants offered subject to conditions which have not been met at the year end are noted as a commitment, but not accrued as expenditure.

All expenditure is inclusive of irrecoverable VAT.

Page 7

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

2. Accounting policies (continued)

2.4 Interest receivable

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the Charity; this is normally upon notification of the interest paid or payable by the institution with whom the funds are deposited.

2.5 Tangible fixed assets and depreciation

Tangible fixed assets costing £1,000 or more are capitalised and recognised when future economic benefits are probable and the cost or value of the asset can be measured reliably.

Tangible fixed assets are initially recognised at cost. After recognition, under the cost model, tangible fixed assets are measured at cost less accumulated depreciation and any accumulated impairment losses. All costs incurred to bring a tangible fixed asset into its intended working condition should be included in the measurement of cost.

Depreciation is charged so as to allocate the cost of tangible fixed assets less their residual value over their estimated useful lives.

Depreciation is provided on the following bases:

2.6 Investments

Fixed asset investments are a form of financial instrument and are initially recognised at their transaction cost and subsequently measured at fair value at the Balance Sheet date, unless the value cannot be measured reliably in which case it is measured at cost less impairment. Investment gains and losses, whether realised or unrealised, are combined and presented as ‘Gains/(Losses) on investments’ in the Statement of Financial Activities.

2.7 Debtors

Trade and other debtors are recognised at the settlement amount after any trade discount offered. Prepayments are valued at the amount prepaid net of any trade discounts due.

2.8 Cash at bank and in hand

Cash at bank and in hand includes cash and short-term highly liquid investments with a short maturity of three months or less from the date of acquisition or opening of the deposit or similar account.

2.9 Liabilities

Liabilities are recognised when there is an obligation at the Balance Sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably.

Liabilities are recognised at the amount that the Charity anticipates it will pay to settle the debt or the amount it has received as advanced payments for the goods or services it must provide.

Page 8

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

2. Accounting policies (continued)

2.10 Financial instruments

The Charity only has financial assets and financial liabilities of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method.

2.11 Fund accounting

General funds are unrestricted funds which are available for use at the discretion of the Trustees in furtherance of the general objectives of the Charity and which have not been designated for other purposes.

Investment income, gains and losses are allocated to the appropriate fund.

3. Income from donations and legacies

Unrestricted
funds
2025
£
Donations
650
Unrestricted
funds
2024
£
Donations
2,100
Total
funds
2025
£
650
Total
funds
2024
£
2,100

4. Investment income

Unrestricted
funds
2025
£
Unit trust dividends and interest
10,651
Deposit interest
192
10,843
Total
funds
2025
£
10,651
192
10,843

Page 9

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

4. Investment income (continued)

Unit trust dividends
Deposit interest
Unrestricted
funds
2024
£
7,895
595
8,490
Total
funds
2024
£
7,895
595
8,490

5. Analysis of expenditure on charitable activities

Summary by fund type

Unrestricted
funds
2025
£
Holiday provision
24,008
Unrestricted
funds
2024
£
Holiday provision
43,833
Total
2025
£
24,008
Total
2024
£
43,833

6. Analysis of expenditure by activities

Activities
undertaken Support Total
directly costs funds
2025 2025 2025
£ £ £
Holiday provision 8,818 15,190 24,008

Page 10

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

6. Analysis of expenditure by activities (continued)

Activities
undertaken Support Total
directly costs funds
2024 2024 2024
£ £ £
Holiday provision 26,912 16,921 43,833

Analysis of direct costs

Utilities
Rates
Maintenance
Insurance
Utilities
Rates
Maintenance
Insurance
Holiday
provision
2025
£
3,661
997
2,963
1,197
8,818
Holiday
provision
2024
£
1,538
939
23,841
594
26,912
Total
funds
2025
£
3,661
997
2,963
1,197
8,818
Total
funds
2024
£
1,538
939
23,841
594
26,912

Page 11

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

6. Analysis of expenditure by activities (continued)

Analysis of support costs

Depreciation
Bank charges
Accountancy
Fund management fees
Depreciation
Bank charges
Accountancy
Fund management fees
Holiday
provision
2025
£
5,393
60
2,234
7,503
15,190
Holiday
provision
2024
£
5,448
60
2,380
9,033
16,921
Total
funds
2025
£
5,393
60
2,234
7,503
15,190
Total
funds
2024
£
5,448
60
2,380
9,033
16,921

7. Trustees' remuneration and expenses

During the year, no Trustees received any remuneration or other benefits (2024 - £NIL) .

During the year ended 30 June 2025, expenses totalling £ 89 were reimbursed or paid directly to 2 Trustees (2024 - £40 ) which related to maintenance costs of the property.

Page 12

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

8. Tangible fixed assets

Cost
At 1 July 2024
At 30 June 2025
Depreciation
At 1 July 2024
Charge for the Period
At 30 June 2025
Net book value
At 30 June 2025
At 30 June 2024
9.
Fixed asset investments
Cost or valuation
At 1 July 2024
Additions
Disposals
Revaluations
At 30 June 2025
Net book value
At 30 June 2025
At 30 June 2024
Freehold
property
£
244,900
244,900
108,098
4,898
112,996
131,904
136,802
Fixtures and
fittings
£
29,388
29,388
24,433
495
24,928
4,460
4,955
Total
£
274,288
274,288
132,531
5,393
137,924
136,364
141,757
Listed
investments
£
353,572
370,664
(376,211)
16,468
364,493
364,493
353,572

Page 13

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

10. Debtors

Due within one year
Other debtors
Prepayments and accrued income
Creditors: Amounts falling due within one year
Accruals and deferred income
2025
£
1,798
647
2,445
2025
£
5,497
2024
£
2,703
633
3,336
2024
£
5,113

11. Creditors: Amounts falling due within one year

12. Statement of funds

Statement of funds - current year

Balance at
Balance at 1 Gains/ 30 June
July 2024 Income Expenditure (Losses) 2025
£ £ £ £ £
Unrestricted funds
General Funds 507,975 11,493 (24,008) 16,468 511,928
Statement of funds - prior period
Balance at
Balance at Gains/ 30 June
1 July 2023 Income Expenditure (Losses) 2024
£ £ £ £ £
Unrestricted funds
General Funds 500,423 10,590 (43,833) 40,795 507,975

Page 14

ADVENTURE HOLIDAYS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 JUNE 2025

13. Related party transactions

The Charity has not entered into any related party transactions during the year, nor are there any outstanding balances owing between related parties and the Charity at 30 June 2025.

Page 15