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2020-12-31-accounts

Carnforth Community Swimming Pool

Report: 22[nd] February 2021

2020 Year Accounts – Report to Accountant

Pool Availability

An abnormal year since the March 2020 Covid closure, although very popular from 16[th] August 2020 for mental and physical health benefits, when reopened with special Covid related measures.

The Pool closed again 5[th] November 2020 to all but primary schools until the Christmas/New Year break and has been closed during all of 2021 to date.

Grants

£25,000 via the Lancaster City Council in April 2020 protected the sinking fund, reduced mostly by the cost of gas, electricity, water and insurance until restricted re-opening in August.

£1,000 from the Carnforth Town Council and £500 from Carnforth Rotary then minimised use of the sinking fund in the period through November to Christmas/New year, given far less than a break-even situation with just schools attending. The Pool has remained closed since and with staff again on Furlough and JRS payments are coming in.

Other grants came in during 2020 to pay for members of the community of all ages, suffering the effects of Covid lockdowns. These are as follows, although not yet utilised and hence revenue for 2021.

Xero Accounting Software

We are appreciative of the new software, which given most welcome assistance from RFM Julie, has enabled the 2020 account detail to be provided on-line. There are a few points of note:

Bank Statements

Current account statements have been provided as PDF by email, although the Cumberland does not issue Savings account statements that are in Xero, on line.

John Blowes – Trustee and Director

REGISTERED COMPANY NUMBER: 10971332 (England and Wales) REGISTERED CHARITY NUMBER: 1176769

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2020

for

Carnforth Community Swimming Pool Ltd

RfM Fylde Limited Summerdale Head Dyke Lane Pilling Preston Lancashire PR3 6SJ

Carnforth Community Swimming Pool Ltd

Contents of the Financial Statements for the Year Ended 31 December 2020

Page
Report of the Trustees 1 to 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 14
Detailed Statement of Financial Activities 15 to 16

Carnforth Community Swimming Pool Ltd

Report of the Trustees for the Year Ended 31 December 2020

The trustees who are also directors of the charity for the purposes of the Companies Act 2006, present their report with the financial statements of the charity for the year ended 31 December 2020. The trustees have adopted the provisions of 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).

Objectives and activities

Objectives and aims

To operate the Carnforth Community Swimming Pool for the benefit of all members of the public to include in particular, promoting the leisure, health and safety benefits of swimming for all ages, and especially teaching young persons to swim.

Achievement and Performance

A difficult year due to Covid with Pool closure March to August 2020 and introduction of the furlough arrangements. Re-opening then with Covid precautions of reduced numbers, sanitising between sessions and external doors open to provide added ventilation. The Pool has however been very popular and utilised to its temporarily limited capacity by the general public, groups and schools, hence objectives were achieved when the doors were open.

Page 1

Carnforth Community Swimming Pool Ltd

Report of the Trustees for the Year Ended 31 December 2020

Financial review

Swimming activity revenue was reduced from a more normal £130,000 to £79,000 compensated by grants, donations to cover the reduced wage and utilility costs etc. Advantage was also taken of breaks to review prices, resulting in a general inflation increase, along with regularising the inherited school lesson charges.

For the year ended 31 December 2020:

Income and Expenditure

In terms of income:

  1. Donations of £3,564 were received from Friends of Carnforth Pool.

  2. Gift aid of £1,031 was received.

  3. Grants totalled £3,960 and comprise monies from restricted funds and unrestricted funds as shown in note 12.

  4. Swimming activities generated income of £78,634.

  5. Additional grants related to coronavirus support total £37,001 and made up of £25,000 business support grant and £12,001 job retention scheme grant.

Total incoming resources was £124,190.

The expenditure figures comprise:

  1. The main expense is Wages (£42,196) and Lifeguards and instructors (£24,475) totalling £66,671.

  2. Coach hire of £10,740 covers the cost of transporting school children to and from the pool.

  3. Cost of refurbishment and repairs were £6,263.

The total resources expended was £121,154.

Total resources expended exceeded incoming resources by £3,036, Of this £498 represented net expenditure from restricted grant funding such that there is a deficit for the year on normal charity operations of £74.

Balance Sheet

As detailed above with resources expended exceeding incoming resources by £3,036 the carried forward reserves amount to £38,791. See note 12.

During the year a number of the Restricted Funds were utilised in line with the grant terms and conditions resulting in the funds being transferred to the Unrestricted General Fund, see note 12.

Bank balances totalled £30,495.

The reserves are managed to fulfil the objectives of the Charity.

The trustees consider this to be a healthy financial position.

Structure, governance and management

Governing document

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.

Reference and administrative details

Registered Company number

10971332 (England and Wales)

Registered Charity number

1176769

Page 2

Carnforth Community Swimming Pool Ltd

Report of the Trustees for the Year Ended 31 December 2020

Registered office

Carnforth Community Swimming Pool Kellet Road Carnforth Lancaster Lancashire LA5 9LS

Trustees

Mr M H Dudfield (resigned 31/7/2020) Mrs F Wood (resigned 13/6/2020) Mr J Blowes Mrs E J Paul (appointed 14/7/2020) Mr L D Law (appointed 14/7/2020) Mr J M Grisenthwaite (appointed 14/7/2020)

Approved by order of the board of trustees on 29 July 2021 and signed on its behalf by:

Mr J Blowes - Trustee

Page 3

Carnforth Community Swimming Pool Ltd

Statement of Financial Activities for the Year Ended 31 December 2020

Unrestricted
funds
Notes
£
Income and endowments from
Donations and legacies
5,594
Other trading activities
2
78,635
Investment income
3
-
Other income
37,001
Total
121,230
Expenditure on
Charitable activities
Charitable
120,058
NET INCOME/(EXPENDITURE)
1,172
Transfers between funds
11
7,632
Net movement in funds
8,804
Reconciliation of funds
Total funds brought forward
27,837
Total funds carried forward
36,641
Restricted
funds
£
2,961
-
-
-
2,961
1,096
1,865
(7,632)
(5,767)
7,917
2,150
2020
Total
funds
£
8,555
78,635
-
37,001
124,191
121,154
3,037
-
3,037
35,754
38,791
2019
Total
funds
£
21,909
132,730
265
-
154,904
171,295
(16,391)
-
(16,391)
52,145
35,754

The notes form part of these financial statements

Page 4

Carnforth Community Swimming Pool Ltd

Balance Sheet 31 December 2020

Unrestricted
Restricted
funds
funds
Notes
£
£
Fixed assets
Tangible assets
8
6,300
-
Current assets
Debtors
9
4,674
-
Cash at bank and in hand
28,345
2,150
33,019
2,150
Creditors
Amounts falling due within one year
10
(2,678)
-
Net current assets
30,341
2,150
Total assets less current liabilities
36,641
2,150
NET ASSETS
36,641
2,150
Funds
11
Unrestricted funds
Restricted funds
Total funds
2020
Total
funds
£
6,300
4,674
30,495
35,169
(2,678)
32,491
38,791
38,791
36,641
2,150
38,791
2019
Total
funds
£
7,412
9,305
23,966
33,271
(4,929)
28,342
35,754
35,754
27,837
7,917
35,754

The charitable company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 December 2020.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 December 2020 in accordance with Section 476 of the Companies Act 2006.

The trustees acknowledge their responsibilities for

These financial statements have been prepared in accordance with the provisions applicable to charitable companies subject to the small companies regime.

The financial statements were approved by the Board of Trustees and authorised for issue on 29 July 2021 and were signed on its behalf by:

Mr J Blowes - Trustee

The notes form part of these financial statements

Page 5

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements for the Year Ended 31 December 2020

1. Accounting policies

Basis of preparing the financial statements

The financial statements of the charitable company, which is a public benefit entity under FRS 102, 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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, 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 accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Plant and machinery - 25% on reducing balance

Taxation

The charity is exempt from corporation tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable company operates a defined contribution pension scheme. Contributions payable to the charitable company's pension scheme are charged to the Statement of Financial Activities in the period to which they relate.

2. Other trading activities

Other trading activities
School swimming
Group swimming
Public swimming
2020
£
38,941
2,767
36,927
78,635
2019
£
46,176
12,874
73,680
132,730

continued...

Page 6

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

3. Investment income

4.

Investment income
2020 2019
£ £
Deposit account interest - 265
Net income/(expenditure)
Net income/(expenditure) is stated after charging/(crediting):
2020 2019
£ £
Depreciation - owned assets 1,112 1,308

5. Trustees' remuneration and benefits

There were no trustees' remuneration or other benefits for the year ended 31 December 2020 nor for the year ended 31 December 2019.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 December 2020 nor for the year ended 31 December 2019.

6. Staff costs

The average monthly number of employees during the year was as follows:

7.

Full and part time
No employees received emoluments in excess of £60,000.
Comparatives for the statement of financial activities
Unrestricted
funds
£
Income and endowments from
Donations and legacies
549
Other trading activities
132,732
Investment income
265
Total
133,546
Expenditure on
Charitable activities
Charitable
148,552
NET INCOME/(EXPENDITURE)
(15,006)
Transfers between funds
11,884
Net movement in funds
(3,122)
2020
3
Restricted
funds
£
21,360
(2)
-
21,358
22,743
(1,385)
(11,884)
(13,269)
2019
3
Total
funds
£
21,909
132,730
265
154,904
171,295
(16,391)
-
(16,391)

continued...

Page 7

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

7.
Comparatives for the statement of financial activities - continued
Unrestricted
funds
£
Reconciliation of funds
Total funds brought forward
30,959
Total funds carried forward
27,837
8.
Tangible fixed assets
Cost
At 1 January 2020 and 31 December 2020
Depreciation
At 1 January 2020
Charge for year
At 31 December 2020
Net book value
At 31 December 2020
At 31 December 2019
9.
Debtors: amounts falling due within one year
Trade debtors
Other debtors
Prepayments
Restricted
Total
funds
funds
£
£
21,186
52,145
7,917
35,754
Plant and
machinery
£
9,179
1,767
1,112
2,879
6,300
7,412
2020
2019
£
£
-
7,044
225
1,843
4,449
418
4,674
9,305
Total
funds
£
52,145
35,754

continued...

Page 8

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

10. Creditors: amounts falling due within one year

2020 2019
£ £
Trade creditors - 3,929
Social security and other taxes 1,677 -
Accrued expenses 1,001 1,000
2,678 4,929
Movement in funds
Net Transfers
movement between At
At 1/1/20 in funds funds 31/12/20
£ £ £ £
Unrestricted funds
General fund 12,092 1,172 (1,623) 11,641
Sinking fund 15,745 - 9,255 25,000
27,837 1,172 7,632 36,641
Restricted funds
Training young lifeguards 1,160 - (1,160) -
Assistance for marketing and revenue 2,552 - (2,362) 190
Tweens Swim Club re: anti social
behaviour 842 - (842) -
Galbraith Two for materials, upgrading and
marketing 374 (374) - -
Tesco Grant 2,989 279 (3,268) -
Junior Swims - 460 - 460
Adult - Pilot Project - 500 - 500
Adult - Follow On - 500 - 500
Senior Adults - 500 - 500
7,917 1,865 (7,632) 2,150
TOTAL FUNDS 35,754 3,037 - 38,791
Net movement in funds, included in the above are as follows:

11. Movement in funds

Unrestricted funds
General fund
Restricted funds
Galbraith Two for materials, upgrading and
marketing
Tesco Grant
Junior Swims
Adult - Pilot Project
Adult - Follow On
Senior Adults
TOTAL FUNDS
Incoming
resources
£
121,230
-
1,001
460
500
500
500
2,961
124,191
Resources
Movement
expended
in funds
£
£
(120,058)
1,172
(374)
(374)
(722)
279
-
460
-
500
-
500
-
500
(1,096)
1,865
(121,154)
3,037
Resources
Movement
expended
in funds
£
£
(120,058)
1,172
(374)
(374)
(722)
279
-
460
-
500
-
500
-
500
(1,096)
1,865
(121,154)
3,037
1,865
3,037

continued...

Page 9

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

Comparatives for movement in funds

Net Transfers
movement between At
At 1/1/19 in funds funds 31/12/19
£ £ £ £
Unrestricted funds
General fund 11,012 (9,932) 11,012 12,092
General use fund 4,302 (5,074) 772 -
Sinking fund 15,645 - 100 15,745
30,959 (15,006) 11,884 27,837
Restricted funds
Training young lifeguards 2,811 - (1,651) 1,160
Promotion and materials 134 (76) (58) -
1st stage upgrading, uniforms and publicity 79 (102) 23 -
Lifeguard training equipment 227 (403) 176 -
Assistance for marketing and revenue 1,000 1,626 (74) 2,552
Associated activity of Nordic Pole walking 500 - (500) -
Swim vouchers, over 60s and less fortunate 4,250 - (4,250) -
Tweens Swim Club re: anti social
behaviour 1,470 - (628) 842
Match Funding - Friends and Other Grants - (5,508) 5,508 -
Galbraith Two for materials, upgrading and
marketing 4,216 (482) (3,360) 374
Vera Wolstencroft Fund 5,000 (810) (4,190) -
Friends of Carnforth Pool 1,499 1,381 (2,880) -
Tesco Grant - 2,989 - 2,989
21,186 (1,385) (11,884) 7,917
TOTAL FUNDS 52,145 (16,391) - 35,754

continued...

Page 10

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

Comparative net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
General use fund
Restricted funds
Promotion and materials
1st stage upgrading, uniforms and publicity
Lifeguard training equipment
Assistance for marketing and revenue
Match Funding - Friends and Other Grants
Galbraith Two for materials, upgrading and
marketing
Vera Wolstencroft Fund
Friends of Carnforth Pool
Tesco Grant
TOTAL FUNDS
Incoming
resources
£
133,546
-
133,546
-
-
-
2,000
12,650
2,000
-
1,708
3,000
21,358
154,904
Resources
Movement
expended
in funds
£
£
(143,478)
(9,932)
(5,074)
(5,074)
(148,552)
(15,006)
(76)
(76)
(102)
(102)
(403)
(403)
(374)
1,626
(18,158)
(5,508)
(2,482)
(482)
(810)
(810)
(327)
1,381
(11)
2,989
(22,743)
(1,385)
(171,295)
(16,391)

continued...

Page 11

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

A current year 12 months and prior year 12 months combined position is as follows:

Net Transfers
movement between At
At 1/1/19 in funds funds 31/12/20
£ £ £ £
Unrestricted funds
General fund 11,012 (8,760) 9,389 11,641
General use fund 4,302 (5,074) 772 -
Sinking fund 15,645 - 9,355 25,000
30,959 (13,834) 19,516 36,641
Restricted funds
Training young lifeguards 2,811 - (2,811) -
Promotion and materials 134 (76) (58) -
1st stage upgrading, uniforms and publicity 79 (102) 23 -
Lifeguard training equipment 227 (403) 176 -
Assistance for marketing and revenue 1,000 1,626 (2,436) 190
Associated activity of Nordic Pole walking 500 - (500) -
Swim vouchers, over 60s and less fortunate 4,250 - (4,250) -
Tweens Swim Club re: anti social
behaviour 1,470 - (1,470) -
Match Funding - Friends and Other Grants - (5,508) 5,508 -
Galbraith Two for materials, upgrading and
marketing 4,216 (856) (3,360) -
Vera Wolstencroft Fund 5,000 (810) (4,190) -
Friends of Carnforth Pool 1,499 1,381 (2,880) -
Tesco Grant - 3,268 (3,268) -
Junior Swims - 460 - 460
Adult - Pilot Project - 500 - 500
Adult - Follow On - 500 - 500
Senior Adults - 500 - 500
21,186 480 (19,516) 2,150
TOTAL FUNDS 52,145 (13,354) - 38,791

continued...

Page 12

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

A current year 12 months and prior year 12 months combined net movement in funds, included in the above are as follows:

Unrestricted funds
General fund
General use fund
Restricted funds
Promotion and materials
1st stage upgrading, uniforms and publicity
Lifeguard training equipment
Assistance for marketing and revenue
Match Funding - Friends and Other Grants
Galbraith Two for materials, upgrading and
marketing
Vera Wolstencroft Fund
Friends of Carnforth Pool
Tesco Grant
Junior Swims
Adult - Pilot Project
Adult - Follow On
Senior Adults
TOTAL FUNDS
Incoming
resources
£
254,776
-
254,776
-
-
-
2,000
12,650
2,000
-
1,708
4,001
460
500
500
500
24,319
279,095
Resources
Movement
expended
in funds
£
£
(263,536)
(8,760)
(5,074)
(5,074)
(268,610)
(13,834)
(76)
(76)
(102)
(102)
(403)
(403)
(374)
1,626
(18,158)
(5,508)
(2,856)
(856)
(810)
(810)
(327)
1,381
(733)
3,268
-
460
-
500
-
500
-
500
(23,839)
480
(292,449)
(13,354)

Restricted Income Funds

These comprise funds designated for specific purposes as highlighted above.

Unrestricted Income Funds

General Fund

The general unrestricted fund represents free funds of the charity which can be applied at the discretion of the trustees.

Designated General Use Fund

The designated General Use Fund represents funds from Lancashire County Council that the trustees have put aside from general funds to aid the day to day running costs.

Designated Sinking Fund

The designated Sinking Fund represents funds from Lancashire County Council that the trustees have put aside from general funds to aid cash flow in the first year.

continued...

Page 13

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

12. Other financial commitments

The building and swimming pool are on a 125 year lease from Lancashire County Council with an annual peppercorn rent.

13. Related party disclosures

There were no related party transactions for the year ended 31 December 2020.

Page 14

Carnforth Community Swimming Pool Ltd

Detailed Statement of Financial Activities for the Year Ended 31 December 2020

Income and endowments
Donations and legacies
Donations
Gift aid
Grants
Other trading activities
School swimming
Group swimming
Public swimming
Investment income
Deposit account interest
Other income
Business support grant
Job retention scheme grant
Total incoming resources
Expenditure
Charitable activities
Wages
Pensions
Rates and water
Insurance
Light and heat
Telephone
Postage and stationery
Advertising
Sundries
Hire of plant and machinery
Coach hire
Repairs and renewals
Water treatment
Maintenance
Training
Goods for resale
Lifeguards and instructors
Training
Computer costs
Carried forward
2020
£
3,564
1,031
3,960
8,555
38,941
2,767
36,927
78,635
-
25,000
12,001
37,001
124,191
42,196
1,864
5,707
5,697
14,239
592
278
380
317
-
10,740
6,263
1,882
873
1,031
400
24,475
798
370
118,102
2019
£
2,259
-
19,650
21,909
46,176
12,874
73,680
132,730
265
-
-
-
154,904
38,071
881
3,277
6,679
23,917
431
298
725
1,221
162
12,880
28,838
-
6,146
-
1,935
42,186
154
188
167,989

This page does not form part of the statutory financial statements

Page 15

Carnforth Community Swimming Pool Ltd

Detailed Statement of Financial Activities
for the Year Ended 31 December 2020
Charitable activities
Brought forward
Cleaning and waste disposal
Depreciation of tangible fixed assets
Support costs
Finance
Bank charges
Governance costs
Accountancy and legal fees
Total resources expended
Net income/(expenditure)
2020
£
118,102
909
1,112
120,123
31
1,000
121,154
3,037
2019
£
167,989
32
1,308
169,329
966
1,000
171,295
(16,391)

This page does not form part of the statutory financial statements

Page 16

REGISTERED COMPANY NUMBER: 10971332 (England and Wales) REGISTERED CHARITY NUMBER: 1176769

Report of the Trustees and

Unaudited Financial Statements for the Year Ended 31 December 2020

for

Carnforth Community Swimming Pool Ltd

RfM F�lde Limited Summerdale Head D�ke Lane Pilling Preston Lancashire PR3 6SJ

Carnforth Community Swimming Pool Ltd

Contents of the Financial Statements for the Year Ended 31 December 2020

Page
Report of the Trustees 1 to 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 14

Carnforth Community Swimming Pool Ltd (Registered number: 10971332)

Report of the Trustees for the Year Ended 31 December 2020

The trustees �ho are also directors of the charit�for the purposes of the Companies Act 2006, present their report �ith the financial statements of the charit�for the �ear ended 31 December 2020. The trustees have adopted the provisions of Accounting and Reporting b�Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance �ith the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 Januar� 2019).

Objectives and activities

Objectives and aims

To operate the Carnforth Communit�S�imming Pool for the benefit of all members of the public to include in particular, promoting the leisure, health and safet�benefits of s�imming for all ages, and especiall�teaching �oung persons to s�im.

Achievement and Performance

A difficult �ear due to Covid �ith Pool closure March to August 2020 and introduction of the furlough arrangements. Re-opening then �ith Covid precautions of reduced numbers, sanitising bet�een sessions and e�ternal doors open to provide added ventilation. The Pool has ho�ever been ver�popular and utilised to its temporaril�limited capacit� b� the general public, groups and schools, hence objectives �ere achieved �hen the doors �ere open.

Page 1

Carnforth Community Swimming Pool Ltd (Registered number: 10971332)

Report of the Trustees for the Year Ended 31 December 2020

Financial review

S�imming activit�revenue �as reduced from a more normal �130,000 to �79,000 compensated b�grants, donations to cover the reduced �age and utililit�costs etc. Advantage �as also taken of breaks to revie�prices, resulting in a general inflation increase, along �ith regularising the inherited school lesson charges.

For the �ear ended 31 December 2020:

Income and Expenditure

In terms of income:

  1. Donations of �3,564 �ere received from Friends of Carnforth Pool.

  2. Gift aid of �1,031 �as received.

  3. Grants totalled �3,960 and comprise monies from restricted funds and unrestricted funds as sho�n in note 12.

  4. S�imming activities generated income of �78,634.

  5. Additional grants related to coronavirus support total �37,001 and made up of �25,000 business support grant and

  6. �12,001 job retention scheme grant.

Total incoming resources �as �124,190.

The e�penditure figures comprise:

  1. The main e�pense is Wages (�42,196) and Lifeguards and instructors (�24,475) totalling �66,671.

  2. Coach hire of �10,740 covers the cost of transporting school children to and from the pool.

  3. Cost of refurbishment and repairs �ere �6,263.

The total resources e�pended �as �121,154.

Total resources e�pended e�ceeded incoming resources b��3,036, Of this �498 represented net e�penditure from restricted grant funding such that there is a deficit for the �ear on normal charit� operations of �74.

Balance Sheet

As detailed above �ith resources e�pended e�ceeding incoming resources b��3,036 the carried for�ard reserves amount to �38,791. See note 12.

During the �ear a number of the Restricted Funds �ere utilised in line �ith the grant terms and conditions resulting in the funds being transferred to the Unrestricted General Fund, see note 12.

Bank balances totalled �30,495.

The reserves are managed to fulfil the objectives of the Charit�.

The trustees consider this to be a health� financial position.

Structure, governance and management

Governing document

The charit�is controlled b�its governing document, a deed of trust, and constitutes a limited compan�, limited b� guarantee, as defined b� the Companies Act 2006.

Reference and administrative details

Registered Company number

10971332 (England and Wales)

Registered Charity number

1176769

Page 2

Carnforth Community Swimming Pool Ltd (Registered number: 10971332)

Report of the Trustees for the Year Ended 31 December 2020

Registered office

Carnforth Communit� S�imming Pool Kellet Road Carnforth Lancaster Lancashire LA5 9LS

Trustees

Mr M H Dudfield (resigned 31/7/2020) Mrs F Wood (resigned 13/6/2020) Mr J Blo�es Mrs E J Paul (appointed 14/7/2020) Mr L D La� (appointed 14/7/2020) Mr J M Grisenth�aite (appointed 14/7/2020) Approved b� order of the board of trustees on 29 Jul� 2021 and signed on its behalf b�:

Mr J Blo�es - Trustee

Page 3

Carnforth Community Swimming Pool Ltd

Statement of Financial Activities for the Year Ended 31 December 2020

Unrestricted
funds
Notes

Income and endowments from
Donations and legacies
5,594
Other trading activities
2
78,635
Investment income
3
-
Other income
37,001
Total
121,230
Expenditure on
Charitable activities
Charitable
120,058
NET INCOME/(EXPENDITURE)
1,172
Transfers between funds
11
7,632
Net movement in funds
8,804
Reconciliation of funds
Total funds brought forward
27,837
Total funds carried forward
36,641
Restricted
funds

2,961
-
-
-
2,961
1,096
1,865
(7,632)
(5,767)
7,917
2,150
2020
Total
funds

8,555
78,635
-
37,001
124,191
121,154
3,037
-
3,037
35,754
38,791
2019
Total
funds

21,909
132,730
265
-
154,904
171,295
(16,391)
-
(16,391)
52,145
35,754

The notes form part of these financial statements

Page 4

Carnforth Community Swimming Pool Ltd (Registered number: 10971332)

Balance Sheet 31 December 2020

Unrestricted
Restricted
funds
funds
Notes


Fixed assets
Tangible assets
8
6,300
-
Current assets
Debtors
9
4,674
-
Cash at bank and in hand
28,345
2,150
33,019
2,150
Creditors
Amounts falling due �ithin one �ear
10
(2,678)
-
Net current assets
30,341
2,150
Total assets less current liabilities
36,641
2,150
NET ASSETS
36,641
2,150
Funds
11
Unrestricted funds
Restricted funds
Total funds
2020
Total
funds

6,300
4,674
30,495
35,169
(2,678)
32,491
38,791
38,791
36,641
2,150
38,791
2019
Total
funds

7,412
9,305
23,966
33,271
(4,929)
28,342
35,754
35,754
27,837
7,917
35,754

The charitable compan�is entitled to e�emption from audit under Section 477 of the Companies Act 2006 for the �ear ended 31 December 2020.

The members have not required the compan�to obtain an audit of its financial statements for the �ear ended 31 December 2020 in accordance �ith Section 476 of the Companies Act 2006.

The trustees ackno�ledge their responsibilities for

These financial statements have been prepared in accordance �ith the provisions applicable to charitable companies subject to the small companies regime.

The financial statements �ere approved b�the Board of Trustees and authorised for issue on 29 Jul�2021 and �ere signed on its behalf b�:

Mr J Blo�es - Trustee

The notes form part of these financial statements

Page 5

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements for the Year Ended 31 December 2020

1. Accounting policies

Basis of preparing the financial statements

The financial statements of the charitable compan�, �hich is a public benefit entit�under FRS 102, have been prepared in accordance �ith the Charities SORP (FRS 102) 'Accounting and Reporting b�Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance �ith the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 Januar� 2019)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charit�has entitlement to the funds, it is probable that the income �ill be received and the amount can be measured reliabl�.

Expenditure

Liabilities are recognised as e�penditure as soon as there is a legal or constructive obligation committing the charit�to that e�penditure, it is probable that a transfer of economic benefits �ill be required in settlement and the amount of the obligation can be measured reliabl�. E�penditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the categor�. Where costs cannot be directl� attributed to particular headings the�have been allocated to activities on a basis consistent �ith the use of resources.

Tangible fixed assets

Depreciation is provided at the follo�ing annual rates in order to �rite off each asset over its estimated useful life.

Plant and machiner� - 25% on reducing balance

Taxation

The charit� is e�empt from corporation ta� on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance �ith the charitable objectives at the discretion of the trustees.

Restricted funds can onl�be used for particular restricted purposes �ithin the objects of the charit�. Restrictions arise �hen specified b� the donor or �hen funds are raised for particular restricted purposes.

Further e�planation of the nature and purpose of each fund is included in the notes to the financial statements.

Pension costs and other post-retirement benefits

The charitable compan�operates a defined contribution pension scheme. Contributions pa�able to the charitable compan�'s pension scheme are charged to the Statement of Financial Activities in the period to �hich the� relate.

2. Other trading activities

School s�imming
Group s�imming
Public s�imming
2020

38,941
2,767
36,927
78,635
2019

46,176
12,874
73,680
132,730

continued...

Page 6

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

3. Investment income

4.

Investment income
2020 2019
Deposit account interest -
265
Net income/(expenditure)
Net income/(e�penditure) is stated after charging/(crediting):
Depreciation - o�ned assets
2020
2019


1,112
1,308

5. Trustees' remuneration and benefits

There �ere no trustees' remuneration or other benefits for the �ear ended 31 December 2020 nor for the �ear ended 31 December 2019.

Trustees' expenses

There �ere no trustees' e�penses paid for the �ear ended 31 December 2020 nor for the �ear ended 31 December 2019.

6. Staff costs

The average monthl� number of emplo�ees during the �ear �as as follo�s:

7.

Full and part time
No emplo�ees received emoluments in e�cess of �60,000.
Comparatives for the statement of financial activities
Unrestricted
funds

Income and endowments from
Donations and legacies
549
Other trading activities
132,732
Investment income
265
Total
133,546
Expenditure on
Charitable activities
Charitable
148,552
NET INCOME/(EXPENDITURE)
(15,006)
Transfers between funds
11,884
Net movement in funds
(3,122)
2020
3
Restricted
funds

21,360
(2)
-
21,358
22,743
(1,385)
(11,884)
(13,269)
2019
3
Total
funds

21,909
132,730
265
154,904
171,295
(16,391)
-
(16,391)

continued...

Page 7

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

7.
Comparatives for the statement of financial activities - continued
Unrestricted
funds

Reconciliation of funds
Total funds brought forward
30,959
Total funds carried forward
27,837
8.
Tangible fixed assets
Cost
At 1 Januar� 2020 and 31 December 2020
Depreciation
At 1 Januar� 2020
Charge for �ear
At 31 December 2020
Net book value
At 31 December 2020
At 31 December 2019
9.
Debtors: amounts falling due within one year
Trade debtors
Other debtors
Prepa�ments
Restricted
Total
funds
funds


21,186
52,145
7,917
35,754
Plant and
machiner�

9,179
1,767
1,112
2,879
6,300
7,412
2020
2019


-
7,044
225
1,843
4,449
418
4,674
9,305

continued...

Page 8

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

10. Creditors: amounts falling due within one year

Trade creditors
Social securit� and other ta�es
Accrued e�penses
2020

-
1,677
1,001
2,678
2019

3,929
-
1,000
4,929

11. Movement in funds

At 1/1/20

Unrestricted funds
General fund
12,092
Sinking fund
15,745
27,837
Restricted funds
Training �oung lifeguards
1,160
Assistance for marketing and revenue
2,552
T�eens S�im Club re: anti social
behaviour
842
Galbraith T�o for materials, upgrading and
marketing
374
Tesco Grant
2,989
Junior S�ims
-
Adult - Pilot Project
-
Adult - Follo� On
-
Senior Adults
-
7,917
TOTAL FUNDS
35,754
Net movement in funds, included in the above are as follo�s:
Unrestricted funds
General fund
Restricted funds
Galbraith T�o for materials, upgrading and
marketing
Tesco Grant
Junior S�ims
Adult - Pilot Project
Adult - Follo� On
Senior Adults
TOTAL FUNDS
Net
movement
in funds

1,172
-
1,172
-
-
-
(374)
279
460
500
500
500
1,865
3,037
Incoming
resources

121,230
-
1,001
460
500
500
500
2,961
124,191
Transfers
bet�een
At
funds
31/12/20


(1,623)
11,641
9,255
25,000
7,632
36,641
(1,160)
-
(2,362)
190
(842)
-
-
-
(3,268)
-
-
460
-
500
-
500
-
500
(7,632)
2,150
-
38,791
Resources
Movemen
e�pended
in funds


(120,058)
1,172
(374)
(374)
(722)
279
-
460
-
500
-
500
-
500
(1,096)
1,865
(121,154)
3,037

continued...

Page 9

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

Comparatives for movement in funds

Net Transfers
movement bet�een At
At 1/1/19 in funds funds 31/12/19
Unrestricted funds
General fund 11,012 (9,932) 11,012 12,092
General use fund 4,302 (5,074) 772 -
Sinking fund 15,645 - 100 15,745
Restricted funds 30,959 (15,006) 11,884 27,837
Training �oung lifeguards 2,811 - (1,651) 1,160
Promotion and materials 134 (76) (58) -
1st stage upgrading, uniforms and publicit� 79 (102) 23 -
Lifeguard training equipment 227 (403) 176 -
Assistance for marketing and revenue 1,000 1,626 (74) 2,552
Associated activit� of Nordic Pole �alking 500 - (500) -
S�im vouchers, over 60s and less fortunate 4,250 - (4,250) -
T�eens S�im Club re: anti social
behaviour 1,470 - (628) 842
Match Funding - Friends and Other Grants - (5,508) 5,508 -
Galbraith T�o for materials, upgrading and
marketing 4,216 (482) (3,360) 374
Vera Wolstencroft Fund 5,000 (810) (4,190) -
Friends of Carnforth Pool 1,499 1,381 (2,880) -
Tesco Grant - 2,989 - 2,989
21,186 (1,385) (11,884) 7,917
TOTAL FUNDS 52,145 (16,391) - 35,754

continued...

Page 10

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

Comparative net movement in funds, included in the above are as follo�s:

Unrestricted funds
General fund
General use fund
Restricted funds
Promotion and materials
1st stage upgrading, uniforms and publicit�
Lifeguard training equipment
Assistance for marketing and revenue
Match Funding - Friends and Other Grants
Galbraith T�o for materials, upgrading and
marketing
Vera Wolstencroft Fund
Friends of Carnforth Pool
Tesco Grant
TOTAL FUNDS
Incoming
resources

133,546
-
133,546
-
-
-
2,000
12,650
2,000
-
1,708
3,000
21,358
154,904
Resources
Movement
e�pended
in funds


(143,478)
(9,932)
(5,074)
(5,074)
(148,552)
(15,006)
(76)
(76)
(102)
(102)
(403)
(403)
(374)
1,626
(18,158)
(5,508)
(2,482)
(482)
(810)
(810)
(327)
1,381
(11)
2,989
(22,743)
(1,385)
(171,295)
(16,391)

continued...

Page 11

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

A current �ear 12 months and prior �ear 12 months combined position is as follo�s:

Net Transfers
movement bet�een At
At 1/1/19 in funds funds 31/12/20
Unrestricted funds
General fund 11,012 (8,760) 9,389 11,641
General use fund 4,302 (5,074) 772 -
Sinking fund 15,645 - 9,355 25,000
Restricted funds 30,959 (13,834) 19,516 36,641
Training �oung lifeguards 2,811 - (2,811) -
Promotion and materials 134 (76) (58) -
1st stage upgrading, uniforms and publicit� 79 (102) 23 -
Lifeguard training equipment 227 (403) 176 -
Assistance for marketing and revenue 1,000 1,626 (2,436) 190
Associated activit� of Nordic Pole �alking 500 - (500) -
S�im vouchers, over 60s and less fortunate 4,250 - (4,250) -
T�eens S�im Club re: anti social
behaviour 1,470 - (1,470) -
Match Funding - Friends and Other Grants - (5,508) 5,508 -
Galbraith T�o for materials, upgrading and
marketing 4,216 (856) (3,360) -
Vera Wolstencroft Fund 5,000 (810) (4,190) -
Friends of Carnforth Pool 1,499 1,381 (2,880) -
Tesco Grant - 3,268 (3,268) -
Junior S�ims - 460 - 460
Adult - Pilot Project - 500 - 500
Adult - Follo� On - 500 - 500
Senior Adults - 500 - 500
21,186 480 (19,516) 2,150
TOTAL FUNDS 52,145 (13,354) - 38,791

continued...

Page 12

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

11. Movement in funds - continued

A current �ear 12 months and prior �ear 12 months combined net movement in funds, included in the above are as follo�s:

Unrestricted funds
General fund
General use fund
Restricted funds
Promotion and materials
1st stage upgrading, uniforms and publicit�
Lifeguard training equipment
Assistance for marketing and revenue
Match Funding - Friends and Other Grants
Galbraith T�o for materials, upgrading and
marketing
Vera Wolstencroft Fund
Friends of Carnforth Pool
Tesco Grant
Junior S�ims
Adult - Pilot Project
Adult - Follo� On
Senior Adults
TOTAL FUNDS
Incoming
resources

254,776
-
254,776
-
-
-
2,000
12,650
2,000
-
1,708
4,001
460
500
500
500
24,319
279,095
Resources
Movement
e�pended
in funds


(263,536)
(8,760)
(5,074)
(5,074)
(268,610)
(13,834)
(76)
(76)
(102)
(102)
(403)
(403)
(374)
1,626
(18,158)
(5,508)
(2,856)
(856)
(810)
(810)
(327)
1,381
(733)
3,268
-
460
-
500
-
500
-
500
(23,839)
480
(292,449)
(13,354)

Restricted Income Funds

These comprise funds designated for specific purposes as highlighted above.

Unrestricted Income Funds

General Fund

The general unrestricted fund represents free funds of the charit��hich can be applied at the discretion of the trustees.

Designated General Use Fund

The designated General Use Fund represents funds from Lancashire Count�Council that the trustees have put aside from general funds to aid the da� to da� running costs.

Designated Sinking Fund

The designated Sinking Fund represents funds from Lancashire Count�Council that the trustees have put aside from general funds to aid cash flo� in the first �ear.

continued...

Page 13

Carnforth Community Swimming Pool Ltd

Notes to the Financial Statements - continued for the Year Ended 31 December 2020

12. Other financial commitments

The building and s�imming pool are on a 125 �ear lease from Lancashire Count�Council �ith an annual peppercorn rent.

13. Related party disclosures

There �ere no related part� transactions for the �ear ended 31 December 2020.

Page 14