## **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.
1
**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.
2
**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
3
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
5
## **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.
6
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.
8
## **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.
9
## **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)
10
## **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|
11
## **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.
12
## **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
13
## **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**|
14