THE SOUTH STANLEY PARTNERSHIP CIO
REPORT AND FINANCIAL STATEMENTS For the year ended 31 March 2025
Charity number 1173940
THE SOUTH STANLEY PARTNERSHIP CIO
TRUSTEES ANNUAL REPORT
For the year ended 31 March 2025
The trustees are pleased to present their annual report together with financial statements of the charity for the year ended 31 March 2025.
The financial statements comply with the Charities Act 2022, the Memorandum and Articles of Association and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable to the UK and Republic of Ireland (FRS 102) (effective 1 January 2019).
1. Objectives and activities
To further or benefit the residents of South Stanley and the surrounding area.
2. Achievements and performance
South Stanley Partnership Chairman’s Report 2025
Although it’s not quite a full year since I took on the Chair position, I think I have learnt the basics of how the organisation works.
As with all charity, business and households in the current climate of rising prices and stagnant incomes its often high pressure on everyone just to be able tick over, I don’t expect this situation will change. South Stanley Partnership has done a good job of receiving grants and funding over the year to be able to carry out repairs and funding activities.
The staff have been constantly looking at ways of bringing in extra interests and activities, some of the activities having excellent attendance while others have been a struggle to get people involved.
The work of the volunteers has been fundamental to the running of the centre, from supervising events, to transport, cleaning and any other thing they are asked to help with, more volunteers are desperately needed to lighten the load.
The kitchen staff have done an excellent job of keeping up foot flow into the centre while also taking on extra tasks of cake bakes for events, outside catering events and the summer club catering
The community table has continued to be both a blessing and a curse, it is providing much needed help to many while at times we have had to deal with an unmanageable amount of food. The Bread and Butter continues to be a well received in the community.
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THE SOUTH STANLEY PARTNERSHIP CIO
TRUSTEES ANNUAL REPORT
For the year ended 31 March 2025
The year ahead will not be any easier but constant grant seeking, fundraising, new ideas, new events, more outside clubs better advertising and hopefully more volunteers brought in will ensure that we are here to fight another successful year.
Thank you all for your contributions
3. Public benefit
The Board of Trustees has referred to the Charity Commission's guidance on public benefit when reviewing the charity's objectives and planning its future activities. This annual report will aim to demonstrate the link between our charitable activity and how this benefits our service users.
4. Financial review
The South Stanley Partnership are funded by a variety of income. The total income for the year was £141,155 (2024: £133,826) of which £56,988 are restricted (2024: £44,532). This income is allocated across respective funds on the Statement of Financial Activities in accordance with the Statement of Recommended Practice.
The Statement of Financial Activities for the year ended 31 March 2025, shows a deficit across all funds of -£15,769 (2024: deficit £6,124).
The Balance Sheet at 31 March 2025 shows total funds carried forward of £60,818 of which £43,953 are restricted funds, the unrestricted reserves are £16,865.
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THE SOUTH STANLEY PARTNERSHIP CIO
TRUSTEES ANNUAL REPORT
For the year ended 31 March 2025
5. Reference and administrative details of the charity, its trustees and advisors
Charity Name The South Stanley Partnership CIO Registered 1173940 Charity Number Trustees Pamela Pearson Resigned 17 Jul 2025 Emma Thomas Marshall Roberts Mary McMahon Josie Jefferson Mara Tonothy Harvey Hagen Sandra Keers Christine Cotter Resigned 15 Dec 2025 John Royal Resigned 11 May 2025 Jacqueline Proctor Appointed 14 Nov 2025
Registered Office St Stephens Church Hollyhill Gardens East Stanley DH9 6PG
Independent MW Accounting, Bookkeeping Examiner and Training Woodgate House Wood Street Gateshead NE11 9NP Bankers Lloyds Bank Plc 25 Gresham Street London EC2V 7HN
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THE SOUTH STANLEY PARTNERSHIP CIO TRUSTEES ANNUAL REPORT For the year ended 31 March 2025 6. Structure. governance and management Governin documents The South Stanley Partnership CIO is a charitable incorporated organisation, governed by its constitution, adopted on 251h July 2017. 7. Trustees responsibilities in relation to the financial statement The trustees are responsible for preparing the Trustees, Annual Report and the Financial Statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice). The trustees are required to prepare financial statements for each financial year whlch give a true and fair view of the state of affairs of the charity and of the incoming resources and application of resources. including the income and expenditure of the charity for the year. In preparing Ihose financial statements, the trustees are required to: select suitable accounting policies and then apply them consistently; observe the methods and principles in the Charities SORP; make judgements that are reasonable and prudent; state whether applicable accounting standards have been followed, subject to any material departures disclosed and explain8d in the financial statements; prepare the financial statements on the going concem basis unless it is inappropriate to presume that the charity will continue in operation. The trustees are responsible for keeping proper accounting records which disclose with reasonable accuracy at any time the financial position of the charity. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities. Approved by the trustees on .4M*¢A,/i..... and slgned on thelr behalf by: Mary Mcmahon Chair
THE SOUTH STANLEY PARTNERSHIP
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES
For the year ended 31 March 2025
I report on the financial statements of The South Stanley Partnership for the year ended 31 March 2025, which are set out on pages 6 to 14.
Respective responsibilities of trustees and examiner
The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year under section 144 of the Charities Act 2022 ("the Charities Act) and that an independent examination is needed.
Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to:
examine the accounts under section 145 of the Charities Act,
to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act), and
to state whether particular matters have come to my attention.
Basis of independent examiner's statement
My examination was carried out in accordance with general Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.
Independent examiner's statement
In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:
the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a "true and fair" view which is not a matter considered as part of an independent examination.
I have come across no other matters in connection with the examination to which attention should be drawn in this re p ort in order to enable a p ro p er understanding of the accounts to be reached.
Mi c h e ll e W r i g h t MW Accounting, Bookkeeping & Training Woodgate House 5c Wood Street Gateshead NE11 9NP Date: 29.01.2026
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THE SOUTH STANLEY PARTNERSHIP
RECEIPTS AND PAYMENTS ACCOUNT
For the year ended 31 March 2025
| 5 6 6 Other trading activities 7 Payments 8 Operation of the charity Total expenditure Net income/(expenditure) Transfers between funds Net movement of funds Charitable activities Total income Donations and legacies Receipts Charitable activities Grants and contracts Notes Total funds carried forward Reconciliation of funds Total funds brought forward |
Unrestricted Funds £ 17,613 6,417 - 60,137 84,167 107,550 107,550 ( 23,383 ) - ( 23,383 ) 40,248 16,865 |
Restricted Funds £ - - 56,988 - 56,988 49,374 49,374 7,614 - 7,614 36,339 43,953 |
Total 2025 £ 17,613 6,417 56,988 60,137 141,155 156,924 156,924 ( 15,769 ) - ( 15,769 ) 76,586 60,818 |
Total 2024 £ |
|---|---|---|---|---|
| 22,101 5,460 44,532 61,732 |
||||
| 133,826 | ||||
| 139,951 | ||||
| 139,951 | ||||
| ( 6,124 ) - |
||||
| ( 6,124 ) 82,711 |
||||
| 76,587 |
The Receipts and Payments Statement includes all gains and losses recognised in the year. All receipts and payments derive from continuing activities
The notes on pages 8 to 14 form an integral part of these accounts.
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THE SOUTH STANLEY PARTNERSHIP Charity Number 1173940 STATEMENT OF ASSETS AND LIABILITIES As al 31 March 2025 Unrestricted Funds Restricted Funds Total 2025 Total 2024 Cash funds Current account Petty cash 15.458 1.407 43,953 59,411 1.407 75,954 632 Total cash lunds 16,865 43,953 60,818 76,586 Llabllltles Accountancy and Independent examinatlon 100 100 Total •$set8 100 100 The not8s on pages 8 to 14 forni an integral part of Ihese accounts. These financial sl8tements were approved by the Board on: and are signed on Its behall by: ary Mcmahon Chair
THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
1 Accounting Policies
The accounts have been prepared on the receipts and payments basis. An audit is not required by the charity's constitution and has not been requested by the trustees.
2 Basis of accounting
2.1 Preparation of the accounts on a going concern basis
The charity reported total unrestricted funds at the year end of £16,865 and has already secured a significant amount of funding for the current year.
The trustees are of the view that the immediate future of the charity for the next 12 months is secure and that on this basis the charity is a going concern.
The financial statements have been prepared on a going concern basis. The Trustees have reviewed and considered relevant information, including the annual budget and future cash flows in making their assessment. The Trustees are of the view that the immediate future of the charity, for the next 12 months is secure and that on this basis the charity is a going concern.
3 Receipts
3.1 Recognition of receipts
Receipts are recognised when the charity has received the receipt.
3.2 Grants and donations
Income from government and other grants are recognised when the charity has received the funds.
3.3 Fund accounting
Unrestricted funds are available to spend on activities that further any of the purposes of the charity. Designated funds are unrestricted funds of the charity which the trustees have decided at their discretion to set aside to use for a specific purpose. Restricted funds are donations which the donor has specified are to be solely used for particular areas of the charity's work or for specific projects being undertaken by the charity.
4 Payments and liabilities
4.1 Liability recognition
Liabilities are recognised when it is more likely than not that there is a legal or constructive obligation committing the charity to pay out resources and the amount of the obligation can be measured with reasonable certainty.
4.2 Charitable activities
Payments on charitable activities includes the costs of supporting the local community as well as other activities undertaken to further the purposes of the charity and their associated support costs.
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
4.3 Governance and support costs
Support costs have been allocated between governance cost and other support.
Governance costs comprise all costs involving public accountability of the charity and its compliance with regulation and good practice.
Support costs are those functions that assist the work of the charity but do not directly undertake charitable activities. Support costs include central functions and have been allocated to activity cost categories on a basis consistent with the use of resources.
4.4 Liabilities
The charity has liabilities which are measured at settlement amounts less any trade discounts.
4.5 Provision for liabilities
A liability is measured on recognition at its historical cost and then subsequently measured at the best estimate of the amount required to settle the obligation at the reporting date.
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
Analysis of receipts
| 5 6 7 |
Donations and legacies Charitable activities Income from fundraising activities Income from grants Durham CC AAP Funding Magic Little Grants Neighbourly Grant - Sainsburys AAP/DDC Holiday Club CDCF Household Support Asda Foundation CDCF Stairlift Fund Ballinger Trust Sir James Knott Trust BBP Fund and Food DCC Seated Exercise Tesco/Groundwork AAP Community Support Other trading activities Group/hire of venue Café income Other income Karbon Homes CDCF Paws for Thought CDCF Warm Spaces Donations and Gift Aid Other small grants Fundraising events Parties & events |
Unrestricted Funds £ 17,613 17,613 2,124 4,293 6,417 - - - - - - - - - - - - - - - - - - 5,882 51,514 2,741 60,137 |
Restricted Funds £ - - - - - - - 8,996 - - - 4,900 16,215 - - 10,000 7,000 752 5,000 1,125 3,000 - 56,988 - - - - |
Total 2025 £ 17,613 17,613 2,124 4,293 6,417 - - 8,996 - - - 4,900 16,215 - - 10,000 7,000 752 5,000 1,125 3,000 - 56,988 5,882 51,514 2,741 60,137 |
Total 2024 £ |
|---|---|---|---|---|---|
| 22,101 | |||||
| 22,101 | |||||
| 562 4,898 |
|||||
| 5,460 | |||||
| 1,000 2,000 4,000 1,910 500 500 5,847 8,000 700 2,000 10,000 7,000 - - - 1,075 |
|||||
| 44,532 | |||||
| 11,448 44,829 5,456 |
|||||
| 61,732 |
Receipts were £141,155 (2024: £133,826) of which £84,167 was unrestricted or designated (2024: £89,294) and £56,988 was restricted (2024: £16,852)
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
Analysis of payments on charitable activities
| 8 | Charitable payments Direct costs Café costs Support costs Utilities Cleaning & hygiene Other expenses Community support Rent & insurance Office stationery Repairs & maintenance Staff costs Events, activities & groups Volunteer expenses Project equipment Professional fees Payment charges |
Unrestricted Funds £ 43,654 1,240 40,865 5,242 - 3,615 3,140 281 4,422 1,944 872 2,088 188 - 107,550 |
Restricted Funds £ 14,991 4,773 6,532 25 18,868 2,189 - - 1,384 233 - 378 - - 49,374 |
Total 2025 £ 58,645 6,013 47,397 5,267 18,868 5,804 3,140 281 5,806 2,177 872 2,466 188 - 156,924 |
Total 2024 £ |
|---|---|---|---|---|---|
| 55,704 6,364 36,604 4,987 10,405 6,330 2,797 561 6,142 7,399 1,015 847 167 626 |
|||||
| 139,951 |
Payments on charitable activities were £156,924 (2024: £139,951) of which £107,550 was unrestricted or designated (2024: £94,241) and £49,374 was restricted (2024: £16,852)
9 Fees for examination of the accounts
| Independent examiner's fees for reporting on the accounts | 2025 £ 100 100 |
2024 £ |
|---|---|---|
| 100 | ||
| 100 |
There were no other fees paid to the examiner (2024: £nil)
10 Analysis of staff costs and the cost of key management personnel
| Pension costs (defined contribution pension plan) Salaries and wages Social security costs |
2025 £ 62,462 2,778 973 66,213 |
2024 £ |
|---|---|---|
| 54,597 1,882 775 |
||
| 57,253 |
No employee received remuneration above £60,000 (2024: nil)
The key management personnel of the charity, comprise the the centre manager and the trustees. The total employee benefits of the key management personnel of the charity were £19,263 (2024: £17,434).
11 Staff numbers
The average monthly head count was 5 staff (2024: 5 staff) and the average monthly number of full-time equivalent employees during the year were as follows:
| Charitable activities The parts of the charity in which the employee's work |
2025 Number 2.5 2.5 |
2024 Number |
|---|---|---|
| 2.5 | ||
| 2.5 |
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
12 Transactions with trustees
None of the trustees have been paid any remuneration or received any other benefits from an employment with the charity or a related entity.
Trustees' expenses
No trustee expenses have been incurred in the year.
Transaction(s) with related parties
There have been no related party transactions in the reporting period.
13 Corporation Taxation
The charity is exempt from tax on income and gains falling within section 505 of the Taxes Act 1988 or section 252 of the Taxation of Chargeable Gains Act 1992 to the extent that these are applied to its charitable objectives.
14 Cash at bank and in hand
| Cash at bank and in hand Cash in hand |
2025 £ 59,411 1,407 60,818 |
2024 £ |
|---|---|---|
| 75,954 632 |
||
| 76,586 |
15 Events after the end of the reporting period
No events requiring adjustment to the accounts have occurred after the end of the reporting period but before the accounts are authorised which relate to conditions that arose after the end of the reporting period.
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
16 Analysis of charitable funds
Analysis of movements in unrestricted funds
For the year ended 31 March 2025
| Unrestricted funds General unrestricted fund Totals |
Fund balances brought forward £ 40,248 40,248 |
Incoming resources £ 84,167 84,167 |
Resources expended £ ( 107,550 ) (107,550) |
Transfers £ - - |
Fund balances carried forward £ |
|---|---|---|---|---|---|
| 16,865 | |||||
| 16,865 |
Purpose of unrestricted funds
General unrestricted fund The 'free reserves' of the charity
Analysis of movement in restricted funds
| Restricted funds Ballinger Trust AAP Community Support Arnold Clark Pioneering Care Plan The Barbour Foundation Durham County Council Community Building Support Hadrian Trust CDCF SOS Grant Durham Community Action Local Giving Awards for All AAP/DDC Holiday Activities BBP Fun and Food Karbon Homes CDCF Warm Spaces Neighbourly - Sainsburys Magic Little Grants Household Support Fund DCC Seated Exercise Tesco/Groundwork Asda Foundation Sir James Knott Trust Other small grants Totals |
Fund balances brought forward £ 7,496 2,186 1,548 427 250 3,454 791 1,000 1,274 1,966 500 1,970 1,064 - 658 1,866 460 500 584 - - 700 7,000 644 36,339 |
Incoming resources £ 10,000 3,000 - - - - - - - - - - 4,900 752 - 8,996 - - 16,215 5,000 1,125 - 7,000 - 56,988 |
Resources expended £ ( 5,865 ) ( 2,440 ) ( 401 ) ( 427 ) ( 250 ) ( 991 ) ( 791 ) ( 1,000 ) ( 1,274 ) - ( 102 ) ( 1,429 ) ( 5,964 ) ( 752 ) ( 658 ) ( 1,384 ) - - ( 16,300 ) ( 275 ) - ( 700 ) ( 8,345 ) ( 25 ) (49,374) |
Transfers £ - - - - - - - - - - - - - - - - - - - - - - - - - |
Fund balances carried forward £ |
|---|---|---|---|---|---|
| 11,631 2,746 1,147 - - 2,463 - - - 1,966 398 542 - - - 9,478 460 500 498 4,725 1,125 - 5,655 619 |
|||||
| 43,953 |
Purpose of restricted funds
Restricted funds represent income resources used for a specific purpose within the charity as identified by the donor.
Ballinger Trust To fund salaries AAP Community Support To support the community with utility costs Arnold Clark To support the community with shopping Pioneering Care Plan To fund the greenhouse and associated costs The Barbour Foundation To fund the warm spaces equipment/supplies Durham County Council To fund the hot spot project Community Building Support To fund the marketing of the organisation Hadrian Trust To fund costs associated with the rooms for events
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THE SOUTH STANLEY PARTNERSHIP
NOTES TO THE FINANCIAL STATEMENTS
For the year ended 31 March 2025
16 Analysis of charitable funds
Purpose of restricted funds continued
| CDCF SOS Grant | To fund salaries |
|---|---|
| Durham Community Action | To fund professional fees |
| Local Giving | |
| Awards for All | To fund new kitchen equipment |
| AAP/DDC Holiday Activities | To fund activities provided during the holidays |
| CDCF Paws for Thought | To fund supplies for pets within the community |
| Karbon Homes | To fund hygiene packs |
| CDCF Warm Spaces | To fund energy costs |
| Neighbourly - Sainsburys | Food support funding |
| Magic Little Grants | To fund seated exercise classes |
| Household Support Fund | To support local community essential costs |
| Asda Foundation | Greenhouse and gardening funds |
| CDCF Stairlift | To purchase a stair lift |
| Sir James Knott Trust | To fund salaries |
17 Capital commitments
As at 31 March 2025, the charity had no capital commitments (2024: £nil)
18 Analysis of net assets between funds
| nalysis of net assets between funds | |||
|---|---|---|---|
| Cash at bank and in hand Cash at bank and in hand |
Unrestricted Funds £ 16,865 16,865 Unrestricted Funds £ 40,248 40,248 |
Restricted Funds £ 43,953 43,953 Restricted Funds £ 36,339 36,339 |
Total 2025 £ |
| 60,818 | |||
| 60,818 | |||
| Total 2024 £ |
|||
| 76,586 | |||
| 76,586 |
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