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2025-09-30-accounts

REGISTERED CHARITY NUMBER: 1177797

REPORT OF THE TRUSTEES AND UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2025

FOR

TRI-ANGLIA TRIATHLON CLUB

LEES Chartered Certified Accountants Ingram House Meridian Way Norwich Norfolk NR7 0TA

TRI-ANGLIA TRIATHLON CLUB

CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 30 SEPTEMBER 2025

Page
Report of the Trustees 1 to 4
Independent Examiner's Report 5
Statement of Financial Activities 6
Balance Sheet 7
Notes to the Financial Statements 8 to 12
Detailed Statement of Financial Activities 13 to 14

TRI-ANGLIA TRIATHLON CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025

The Trustees present their report and financial statements for the year ended 30th September 2025.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006 and "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)" (as amended for accounting periods commencing from 1 January 2016).

OBJECTIVES AND ACTIVITIES

Charity objectives

The charity's objective is the promotion of community participation for both adults and juniors in healthy recreation in Norfolk and Suffolk, particularly the provision of events, coaching and training in the three sports of Triathlon (Swimming, Cycling and Running).

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

The year ended 30th September 2025 is the seventh period of operation for the CIO and we as Trustees believe that, as in prior years, the Charity has maintained its financial integrity. The financial integrity of the CIO will allow it to fully continue with its charitable objectives in the future, in accordance with the recommendations of the British Triathlon Federation.

The CIO provides for all those people in the community who are interested in swim, bike and run activities and caters for all abilities and ages. The CIO provides training sessions for its members which have consisted of pool training, open water swimming, organised cycle rides, running and strength and conditioning sessions.

The have been limited changes to the activity of the CIO in the period:

As well as promoting our own events, discussed below, the CIO has successfully promoted and encouraged participation in other external events including the East Anglian Cross Country League, the round Norfolk relay and the Bedford Triathlon Relays.

The committee and trustees are keen that the CIO continues to extend the range of activities they offer to encourage participation in the sports of triathlon and will continue to look for opportunities to expand the CIO's provision, while reviewing the utilisation of sessions provided to ensure the membership as a whole benefits from activities. The Trustees have developed a policy to review current and potential sessions to ensure the balance between cost and benefit to the membership is appropriately marinated. During the year the CIO developed plans to run coached sessions covering track running and high intensity indoor bike ("spin") which went live during the following financial year.

The CIO does not employ coaches but contracts with self-employed coaches to deliver training sessions. We remain a British Triathlon Trimark Bronze accredited club, testament to the high standards that the coaching team hold themselves to.

The CIO is indebted to its volunteers and members who remain critical to the provision of training sessions, race events and social activities. In line with many other organisations finding willing volunteers to administer and marshall these sessions is challenging and the willingness of volunteers to step up ensures the CIO can provide good value in the activities we provide.

FINANCIAL REVIEW

Financial review

The CIO's financial performance during the period and the year-end disposition are considered by the Trustees to be satisfactory with a deficit for the year ended 30th September 2025 of £5,607 (2024 Surplus - £4,181). In FY25 the CIO incurred a cost to write down the value of slow selling stock of branded sports kit of £2,119 and a cost of £2,185 that was billed extremely late in relation to an event held in the prior financial year. As these costs are not expected to recur the Trustees are satisfied that the club can continue to operate near to a breakeven level.

Page 1

TRI-ANGLIA TRIATHLON CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025

FINANCIAL REVIEW

Reserves policy

During the year the CIO reviewed its policy relating reserves and now adopts the following policy:

  1. The CIO's main annual event, the Norwich Triathlon, will be insured in the event of cancellation with coverage to the amount of booked revenues [and agreed sponsorship]. As such, in the event of cancellation the club should bear no immediate loss but may see substantial cash outflows while any insurance claim is processed

  2. On a monthly basis the Trustees review the CIO cash position, net of cash received for future events and known unsettled liabilities to suppliers to identify "usable cash". No commitments will be made that the Trustees do not believe can be funded from "usable cash"

  3. As of 17 March 2026 the CIO holds c. £48,000 of "usable cash" and the Trustees are satisfied with the operation of the policy.

Risk evaluation

The Trustees have assessed the major risks to which the CIO is exposed and are satisfied that systems are in place to mitigate these.

Page 2

TRI-ANGLIA TRIATHLON CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025

STRUCTURE, GOVERNANCE AND MANAGEMENT

The organisation is a Charity Incorporated Organisation (CIO) and is registered with the Charity Commission.

Trustees are appointed by vote by the membership at the AGM for a three-year term in accordance with the CIOs constitution. All are welcome to apply.

The Trustees who served during the year and up to the date of signature of the financial statements were:

o Mr J A Crawford o Mr C Heath (appointed 1.12.2024) o Ms C W White o Mr A White

The day-to-day running of the club is undertaken by a committee under the leadership of a chairperson. The committee is appointed by the Trustees and ratified by the members at the AGM. Further club officers assist the committee with important specific tasks such as kit officer and specific event organisers.

The club relies on volunteers from within the club to organise and help with club events such as the Norwich Triathlon. The club does not pay any member or other volunteer for their time unless services are provided by a member who has specific skills, experience and qualifications to carry out a task which otherwise the CIO would need to buy in.

Safeguarding Policy

The Trustees acknowledge their responsibility of managing risk which is a governance priority and a fundamental part of operating this charity for the public benefit.

As part of fulfilling our duties as Trustees we acknowledge that we must take reasonable steps to protect from harm adults and children who come into contact with our CIO.

We accept the Charity Commission will hold all Trustees to account if things go wrong and will check that Trustees followed government guidance and the law. As Trustees we acknowledge our responsibility for putting things right. The CIOs policies relevant to this area are in accordance with the British Triathlon Federation safeguarding and protecting children policy requirements and include a code of conduct, a safeguarding and child protection policy, a health and safety policy, and a complaints and disciplinary policy.

Equality and Anti-Bullying Policy

This CIO operates a strict policy of no discrimination or bullying in any form and any member experiencing or witnessing such an act is required to report the facts to a Trustee or committee member. The Trustees will proceed according to the complaints and disciplinary policy, reporting back to the member the action taken.

The CIO has adopted the British Triathlon Federation code of ethics and is committed to encourage equality and diversity within our club and at our open events. This is to ensure that everyone who participates in swim, bike and run activities can do so in a safe and fun environment and to be given the chance to experience the feelings of enjoyment, challenge and achievement that are inherent to the sport.

Induction and training of new trustees

The charity encourages new Trustees to apply and has an induction programme whereby new Trustees will work closely with the existing ones for a period sufficient to enable them to obtain an understanding of the organisation.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number 1177797

Principal address

Low Farm Saxlingham Nethergate Norwich Norfolk NR15 1TE

Trustees

Mr J A Crawford Mr C Heath Trustee (appointed 1.12.2024) Ms C W White Mr A White

Page 3

TRI-ANGLIA TRIATHLON CLUB

REPORT OF THE TRUSTEES FOR THE YEAR ENDED 30 SEPTEMBER 2025

REFERENCE AND ADMINISTRATIVE DETAILS

Independent Examiner LEES Chartered Certified Accountants Ingram House Meridian Way Norwich Norfolk NR7 0TA

Approved by order of the board of trustees on ............................................. and signed on its behalf by:

........................................................................ Mr A White - Trustee

Page 4

INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF TRI-ANGLIA TRIATHLON CLUB

Independent examiner's report to the trustees of Tri-Anglia Triathlon Club

I report to the charity trustees on my examination of the accounts of Tri-Anglia Triathlon Club (the Trust) for the year ended 30 September 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or 2. the accounts do not accord with those records; or

  2. the accounts do 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 no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Christopher Bidgood

LEES Chartered Certified Accountants Ingram House Meridian Way Norwich Norfolk NR7 0TA Date: .............................................

Page 5

TRI-ANGLIA TRIATHLON CLUB

STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEPTEMBER 2025

Unrestricted
funds
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
21,000
Charitable activities
Club sporting events
52,207
Training events sales
51,464
Investment income
2
992
Other income
2,730
Total
128,393
EXPENDITURE ON
Charitable activities
Club sporting events
54,217
Training events sales
63,471
Overhead operating costs
11,263
Other
5,049
Total
134,000
NET INCOME/(EXPENDITURE)
(5,607)
RECONCILIATION OF FUNDS
Total funds brought forward
76,198
TOTAL FUNDS CARRIED FORWARD
70,591
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
21,000
52,207
51,464
992
2,730
128,393
54,217
63,471
11,263
5,049
134,000
(5,607)
76,198
70,591
2024
Total
funds
£
17,257
39,296
57,587
829
2,720
117,689
40,404
59,936
10,029
3,139
113,508
4,181
72,017
76,198

The notes form part of these financial statements

Page 6

TRI-ANGLIA TRIATHLON CLUB

BALANCE SHEET 30 SEPTEMBER 2025

Unrestricted
funds
Notes
£
FIXED ASSETS
Tangible assets
5
1,046
CURRENT ASSETS
Stocks
6
14,367
Debtors
7
12,524
Cash at bank
81,051
107,942
CREDITORS
Amounts falling due within one year
8
(38,397)
NET CURRENT ASSETS
69,545
TOTAL ASSETS LESS CURRENT LIABILITIES
70,591
NET ASSETS
70,591
FUNDS
9
Unrestricted funds
TOTAL FUNDS
Restricted
fund
£
-
-
-
-
-
-
-
-
-
2025
Total
funds
£
1,046
14,367
12,524
81,051
107,942
(38,397)
69,545
70,591
70,591
70,591
70,591
2024
Total
funds
£
2,497
14,482
9,716
78,203
102,401
(28,700)
73,701
76,198
76,198
76,198
76,198

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

............................................. Mr A White - Trustee

The notes form part of these financial statements

Page 7

TRI-ANGLIA TRIATHLON CLUB

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

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, 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 Charities Act 2011. 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.

Fixtures and fittings - 25% on cost

Stocks

Stocks are valued at the lower of cost and net realisable value, after making due allowance for obsolete and slow moving items.

Taxation

The charity is exempt from 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.

2. INVESTMENT INCOME

INVESTMENT INCOME
2025 2024
£ £
Bank interest 992 829

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 30 September 2025 nor for the year ended 30 September 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 30 September 2025 nor for the year ended 30 September 2024.

Page 8

continued...

TRI-ANGLIA TRIATHLON CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2025

4.
COMPARATIVES FOR THE STATEMENT OF FINANCIAL ACTIVITIES
Unrestricted
funds
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
17,257
Charitable activities
Club sporting events
39,296
Training events sales
57,587
Investment income
829
Other income
2,720
Total
117,689
EXPENDITURE ON
Charitable activities
Club sporting events
40,404
Training events sales
59,936
Overhead operating costs
10,029
Other
3,139
Total
113,508
NET INCOME
4,181
RECONCILIATION OF FUNDS
Total funds brought forward
72,017
TOTAL FUNDS CARRIED FORWARD
76,198
5.
TANGIBLE FIXED ASSETS
COST
At 1 October 2024 and 30 September 2025
DEPRECIATION
At 1 October 2024
Charge for year
At 30 September 2025
NET BOOK VALUE
At 30 September 2025
At 30 September 2024
Restricted
fund
£
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Total
funds
£
17,257
39,296
57,587
829
2,720
117,689
40,404
59,936
10,029
3,139
113,508
4,181
72,017
76,198
Fixtures
and
fittings
£
23,394
20,897
1,451
22,348
1,046
2,497

Page 9

continued...

TRI-ANGLIA TRIATHLON CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2025

6. STOCKS

6. STOCKS
2025 2024
£ £
Stocks 14,367 14,482
7. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Trade debtors 3,103 280
Other debtors - 116
Prepayments and accrued income 9,421 9,320
12,524 9,716
8. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Trade creditors 11,302 4,615
Other creditors 27,095 24,085
38,397 28,700
9. MOVEMENT IN FUNDS
Net
At movement At
1.10.24 in funds 30.9.25
£ £ £
Unrestricted funds
General fund 47,516 (5,607) 41,909
Contingency Reserve 20,000 - 20,000
Pre-Incorporation fund 8,682 - 8,682
76,198 (5,607) 70,591
TOTAL FUNDS 76,198 (5,607) 70,591
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 128,393 (134,000) (5,607)
TOTAL FUNDS 128,393 (134,000) (5,607)

Page 10

continued...

TRI-ANGLIA TRIATHLON CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2025

9. MOVEMENT IN FUNDS - continued

Comparatives for movement in funds

Unrestricted funds
General fund
Contingency Reserve
Pre-Incorporation fund
TOTAL FUNDS
Net
At
movement
At
1.10.23
in funds
30.9.24
£
£
£
43,335
4,181
47,516
20,000
-
20,000
8,682
-
8,682
72,017
4,181
76,198
72,017
4,181
76,198
Net
At
movement
At
1.10.23
in funds
30.9.24
£
£
£
43,335
4,181
47,516
20,000
-
20,000
8,682
-
8,682
72,017
4,181
76,198
72,017
4,181
76,198
76,198
76,198

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

Unrestricted funds
General fund
TOTAL FUNDS
Incoming

resources

£
117,689
(
117,689
(
Resources
Movement
expended
in funds
£
£
113,508)
4,181
113,508)
4,181
Resources
Movement
expended
in funds
£
£
113,508)
4,181
113,508)
4,181
4,181

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

Unrestricted funds
General fund
Contingency Reserve
Pre-Incorporation fund
TOTAL FUNDS
Net
At
movement
At
1.10.23
in funds
30.9.25
£
£
£
43,335
(1,426)
41,909
20,000
-
20,000
8,682
-
8,682
72,017
(1,426)
70,591
72,017
(1,426)
70,591
Net
At
movement
At
1.10.23
in funds
30.9.25
£
£
£
43,335
(1,426)
41,909
20,000
-
20,000
8,682
-
8,682
72,017
(1,426)
70,591
72,017
(1,426)
70,591
70,591
70,591

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
TOTAL FUNDS
Incoming

resources

£
246,082
(
246,082
(
Resources
Movement
expended
in funds
£
£
247,508)
(1,426)
247,508)
(1,426)
Resources
Movement
expended
in funds
£
£
247,508)
(1,426)
247,508)
(1,426)
(1,426)

Page 11

continued...

TRI-ANGLIA TRIATHLON CLUB

NOTES TO THE FINANCIAL STATEMENTS - continued FOR THE YEAR ENDED 30 SEPTEMBER 2025

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 30 September 2025.

Page 12

TRI-ANGLIA TRIATHLON CLUB

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEPTEMBER 2025

INCOME AND ENDOWMENTS
Donations and legacies
Membership sales
Gift aid & donations
Sponsorships
Investment income
Bank interest
Charitable activities
Event sales
Training sales
Supported events income
Other income
Kit sales
Total incoming resources
EXPENDITURE
Charitable activities
Coaching fees
Event consumables
Event services
Day licences
Events for club members
Lifeguard fees
Medals and trophies
Membership costs
Payment costs
Training consumables
Venue hire - events
Venue hire - training
Other
Kit purchases
Support costs
Administrative costs
Accountancy
Bank charges
Depreciation
Garage hire
Insurance
Meeting and mileage costs
Printing and stationery
Repairs
Social event costs
Carried forward
2025
£
17,666
3,334
-
21,000
992
52,207
51,464
-
103,671
2,730
128,393
11,232
6,047
29,167
722
301
1,242
7,419
1,536
3,465
544
7,397
48,616
117,688
5,049
3,755
12
1,451
1,100
717
55
442
89
661
8,282
2024
£
14,283
2,474
500
17,257
829
39,296
54,852
2,735
96,883
2,720
117,689
13,954
6,394
24,179
970
1,120
1,250
3,100
1,956
3,903
321
1,858
41,335
100,340
3,139
2,467
(100)
1,613
1,160
791
1,387
-
-
969
8,287

This page does not form part of the statutory financial statements

Page 13

TRI-ANGLIA TRIATHLON CLUB

DETAILED STATEMENT OF FINANCIAL ACTIVITIES FOR THE YEAR ENDED 30 SEPTEMBER 2025

2025 2024
£ £
Administrative costs
Brought forward 8,282 8,287
Training costs 1,415 438
Travel 67 59
Website 666 800
Subscriptions 833 445
11,263 10,029
Total resources expended 134,000 113,508
Net (expenditure)/income (5,607) 4,181

This page does not form part of the statutory financial statements

Page 14