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2025-09-30-accounts

CHARITY REGISTRATION NUMBER: 1180938

DEAL TRI CIO

UNAUDITED FINANCIAL STATEMENTS YEAR ENDED

30 SEPTEMBER 2025

Levicks

Chartered Accountants and Business Advisers 61 London Road

Maidstone Kent ME16 8TX

DEAL TRI CIO

CONTENTS PAGE

YEAR ENDED 30 SEPTEMBER 2025

Page
Trustees' annual report 1
Independent examiner's report to the trustees 4
Statement of financial activities 5
Balance sheet 6
Notes to the financial statements 7

DEAL TRI CIO

PAGE 1

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 30 SEPTEMBER 2025

The trustees present their report and the unaudited financial statements of the charity for the year ended 30 September 2025.

Reference and administrative details

Registered charity name Deal Tri
Charity registration number 1180938
Principal office and registered Number One Guest House
office 1 Castle Street
Dover
Kent
CT16 1QH
The trustees T Ryan (Chair)
G Riley (Vice Chair)
M Reidy (Secretary)
A Jones
Independent examiner J A Williamson FCA
Levicks Chartered Accountants and Business Advisers
61 London Road
Maidstone
Kent
ME16 8TX
Bankers HSBC
9 Rose Lane
Canterbury
Kent
CT1 2JP

PAGE 2

DEAL TRI CIO

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 30 SEPTEMBER 2025

Structure, governance and management

The charity was incorporated on 30 November 2018 and is governed by its Memorandum and Articles of Association. The charity’s registered office is Number One Guest House, 1 Castle Street, Dover, Kent, CT16 1QH, registered number 1180938.

Trustees step down and are re-elected at each Annual general meeting. Recruitment of trustees is by word of mouth as a vacancy arises and are trained in accordance with the Charity Commission guidelines. The Trustees meet on a regular basis to discuss the running of the charity and the trustees are responsible for all decision making.

Objectives and activities

Deal Tri is a local based triathlon club, offering an opportunity to be able to take part in sport. Its main activity is the promotion of community participation in healthy recreation in particularly the provision of facilities for swimming, cycling and running.

Achievements and performance

During the year the club hosted 3 running events being our half marathon, 10k and 5-mile race which continue to prove popular with the running community.

The club supported the following charities: The East Kent Hospitals Charity

The club has been supporting this charity since 2001 in memory of club founder member Roger FrancisDarby. Our donation from the Dinosaur 10k race goes to the Skin Cancer Department at the Kent & Canterbury Hospital.

Air Ambulance Kent Surrey Sussex

Every year we host a Club Ride, where we invite members and others from the cycling community to join us to remember those who have sadly been taken from us in cycling accidents. The donation is made from monies raised from the Coffee and Cake Stop en-route.

Deal Carnival and Regatta

A donation is also made to the above for the support they offer at the Dinosaur 10k which is held in Deal.

After club event expenses have been met, we have been able to subsidise the following for the membership:

Club training sessions Run Training Day with an expert in this field Membership race subsidies A Club Awards Evening Christmas Parties for both seniors and juniors.

PAGE 3

DEAL TRI CIO

TRUSTEES’ ANNUAL REPORT

YEAR ENDED 30 SEPTEMBER 2025

Financial review

The results for the CIO’s trading year saw total income of £50,367. Bank balances held at 30 September 2025 were £57,056. Total reserves at the end of the year were £61,465. There are no restricted reserves.

It has been agreed to hold reserves equal to at least six months expenditure to meet our club commitments such as our race costs, club subsidies and any unforeseen issues.

There are currently no uncertainties about the charity continuing as a going concern. However, the trustee’s do review and monitor any issues within the club.

We have identified any potential risks that the club could face for example event cancellation, which have been recorded on our risk assessment register.

Plans for the future

Deal Tri will continue to organise running events for the club and the community.

The trustees have complied with the duty in Section 17 (5) of the 2011 Charities Act to have due regard to guidance published by the Charities Commission in respect of public benefit.

The trustees report was approved on ………………….

…………….. ……………..

M Reidy A Jones Trustee Trustee

……………..

G Riley Trustee

DEAL TRI CIO

PAGE 4

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES OF DEAL TRI CIO

YEAR ENDED 30 SEPTEMBER 2025

I report to the trustees on my examination of the accounts of Deal Tri CIO (the Trust) for the year ended 30 September 2025, which are set out on pages 5 to 11.

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 Trustee’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the 2011 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

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.

PAGE 5

DEAL TRI CIO

STATEMENT OF FINANCIAL ACTIVITIES

YEAR ENDED 30 SEPTEMBER 2025

2025 2025 2024
Unrestricted
funds Total funds Total funds
Note £ £ £
Income and endowments
Charitable activities 4 50,367 50,367 42,179
Investment income 4 491 491 540
--------------------------------- -------------------------------- ----------------------------
Total income 50,858 50,858 42,719
================================ ================================ ============================
Expenditure
Expenditure on charitable activities 5 (52,093) (52,093) (37,361)
-------------------------------- -------------------------------- ----------------------------
Total expenditure (52,093) (52,093) (37,361)
================================ ================================ ============================
-------------------------------- --------------------------------- ----------------------------
Net income and net movement in funds (1,235) (1,235) 5,358
================================ ================================ ============================
Reconciliation of funds
Total funds brought forward 62,700 62,700 57,342
-------------------------------- -------------------------------- --------------------------------
Total funds carried forward 61,465 61,465 62,700
================================ ================================ ================================

DEAL TRI CIO

PAGE 6

BALANCE SHEET

AT 30 SEPTEMBER 2025

2025 2024
Note £ £ £ £
FIXED ASSETS
Tangible fixed assets 6 871 1,025
CURRENT ASSETS
Stocks 7 4,798 5,440
Cash at bank and in hand 57,056 57,435
-------------------------------- --------------------------------
61,854 62,875
CREDITORS: amounts falling due
within one year 8 1,260 1,200
-------------------------------- --------------------------------
NET CURRENT ASSETS 60,594 61,675
---------------------------- --------------------------------
TOTAL ASSETS LESS CURRENT
LIABILITIES 61,465 62,700
-------------------------------- --------------------------------
NET ASSETS 61,465 62,700
================================ ================================
FUNDS OF THE CHARITY
Unrestricted funds 61,465 62,700
-------------------------------- --------------------------------
Total charity funds 11 61,465 62,700
================================ ================================

Approved by the trustees on………………….. and are signed on their behalf by:

……………..

……………..

M Reidy Trustee

A Jones Trustee

……………..

G Riley Trustee

DEAL TRI CIO

PAGE 7

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 SEPTEMBER 2025

1. General information

Deal Tri is a charitable incorporated organisation registered with the Charity Commission in England and Wales. The address of the registered office is Number One Guest House, 1 Castle Street, Dover, Kent, CT16 1QH. The charitable incorporated organisation registered with the Charity Commission on 30 November 2018.

2. Statement of compliance

These financial statements have been prepared in accordance with the 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) (Charities SORP (FRS 102)), and the Charities Act 2011.

The charity is a public benefit entity as defined by FRS 102.

3. Accounting policies

Basis of preparation

The financial statements have been prepared on the historical cost basis, as modified by the revaluation of certain financial assets and liabilities and investment properties measured at fair value through income or expenditure.

The financial statements are prepared in sterling, which is the functional currency of the entity.

Going concern

There are no material uncertainties about the charity's ability to continue.

Fund accounting

Unrestricted funds are available for use at the discretion of the trustees to further any of the charity's purposes.

Incoming resources

All income is included in the statement of financial activities when entitlement has passed to the charity, it is probable that the economic benefits associated with the transaction will flow to the charity and the amount can be reliably measured. The following specific policies are applied to particular categories of income:

DEAL TRI CIO

PAGE 8

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 SEPTEMBER 2025

Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs include those costs associated with meeting the constitutional and statutory requirements of the charity and include the independent examination fees.

Tangible assets

Tangible assets are initially recorded at cost, and subsequently stated at cost less any accumulated depreciation and impairment losses.

Depreciation

Depreciation is calculated so as to write off the cost or valuation of an asset, less its residual value, over the useful economic life of that asset as follows:

Plant and machinery - 15% reducing balance Fixtures and fittings - 33.3% straight line Stocks

Stock is measured at the lower of cost and net realisable value after making allowance for obsolete and slow moving items.

Current assets

Amounts owed to the charity at the year end in respect of events or other income are shown as debtors, less provision for amounts that may prove uncollectible.

Current liabilities

Creditors represent sums committed for payment prior to the balance sheet date that were not settled as at that date.

Financial instruments

Financial instruments are classified and accounted for, according to the substance of the contractual arrangement, as either financial assets, financial liabilities or equity instruments. An equity instrument is any contract that evidences a residual interest in the assets of the company after deducting all of its liabilities.

DEAL TRI CIO

PAGE 9

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 SEPTEMBER 2025

4. Income and endowments

Charitable activities Unrestricted Total Funds Total Funds
Funds 2025 2024
£ £ £
General income 22,708 22,708 17,881
Open races 17,376 17,376 14,086
Club races 6,191 6,191 6,221
Social events 3,473 3,473 3,466
Grants and donations 619 619 525
---------------------------- ---------------------------- ----------------------------
50,367 50,367 42,179
============================ ============================ ============================
Investment income Unrestricted Total Funds Total Funds
Funds 2025 2024
£ £ £
Interest receivable 491 491 540
============== ============== =======================
5. Expenditure on charitable activities
Unrestricted Total Funds Total Funds
Funds 2025 2024
£ £ £
General purchases 15,646 15,646 11,510
Club races purchases 3,409 3,409 4,155
Open races purchases 22,366 22,366 13,203
Social event costs 4,004 4,004 4,007
Insurance 378 378 383
Repairs and maintenance - - -
Committee and administration costs 1,231 1,231 1,120
Printing, postage and stationery - - 70
Sundy expense - - -
Donations 861 861 535
Website costs 1,215 1,215 433
Independent examination fee 1,260 1,260 1,200
Legal and professional 499 499 395
Depreciation 154 154 258
Bank charges 70 70 92
Ian Pettitt Legacy Grant 1,000 1,000 -
---------------------------- ---------------------------- ----------------------------
52,093 52,093 37,361
============================ ============================ ============================

Governance costs of £1,260 (2024: £1,200) are included in the expenditure above.

PAGE 10

DEAL TRI CIO

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 SEPTEMBER 2025

6. Fixed assets

Plant &
Machinery Equipment Total
£ £ £
COST
Brought forward 2,308 1,068 3,376
Additions - - -
______ ______ ______
At end of year 2,308 1,068 3,376
______ ______ ______
DEPRECIATION
Brought forward 1,283 1,068 2,351
Charge for the year 154 - 154
______ ______ ______
At end of year 1,437 1,068 2,505
______ ______ ______
NET BOOK VALUE
At 30 September 2025 871 - 871
______ ______ ______
7.
Stock
2025
2024
£ £
Stock 4,798 5,440
______ ______
8.
Creditors
2025
2024
£ £
Accruals 1,260 1,200
______ ______

DEAL TRI CIO

PAGE 11

NOTES TO THE FINANCIAL STATEMENTS

YEAR ENDED 30 SEPTEMBER 2025

9. Staff

The charity does not employ any staff.

10. Independent examination fees

Independent examination fees of the financial statements are £1,260 (2024: £1,200).

11. Analysis of charitable funds

Unrestricted funds

Unrestricted funds
At 1 At 30
October September
2024 Income Expenditure 2025
£ £ £ £
General funds 62,700 50,858 52,093 61,465
=================================== =================================== =================================== ===================================
At 1 At 30
October September
2023 Income Expenditure 2024
£ £ £ £
General funds 57,342 42,719 37,361 62,700
=================================== =================================== =================================== ===================================

12. Analysis of net assets between funds

Unrestricted Total Funds
Funds 2025
£ £
Tangible fixed assets 871 871
Current assets 61,854 61,854
Creditors less than 1 year (1,260) (1,260)
---------------------------- ----------------------------
Net assets 61,465
============================
61,465
============================

13. Trustee remuneration and expenses

No trustees received any remuneration or expenses in the year.

14. Related party transactions

There were no related party transactions in the year.