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2023-06-30-accounts

Trustees’ Annual Report for the period

From 01/04/2022 Period start date To 30/06/2023 Period end date

Charity name: Formby Community FC

Charity registration number: 1186194

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document		 Para 1.17 To enhance the health and wellbeing of the
local community through the provision of
football in a fun, safe and enjoyable
environment.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.		 Para 1.17 and
1.19		 Formby Community FC (FCFC) are a
grassroots community football club based in
Formby, Merseyside. FCFC provide regular
affiliated and recreational football
opportunities for players of all ages and
abilities, boys/girls, men and women. FCFC
have teams actively participating in leagues
and competitions across the North West.
FCFC are also proud to play an active role in
supporting many local community causes &
projects. The club achieved FA Charter
Standard Community Club status (2020) and
is affiliated toLiverpoolCountyFA.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit		 Para 1.18 Yes

Additional information (optional) You may choose to include further statements where relevant about:

SORP reference
Policy on grant making Para 1.38 FCFC don’t have a prescribed grant making
policy at present. Trustees and committee
members work together to identify relevant
funders where a grant can add value to our
core activities.
Policy on social investment
including program related
investment		 Para 1.38 N/A
Volunteers play a crucial role in the strategic
Contribution made by
volunteers		 Para 1.38 and day to day running of the charity/FCFC.
Alongside the named Trustees, FCFC has
an established Committee with agreed roles
and responsibilities. Those roles include
Chair, Vice, Chair, Secretary, Treasurer and
Welfare Officer amongst others. In addition
to the Committee, FCFC also benefits from
time, effort and energy of a dedicated
volunteer network of Managers, Assistant
Managers & Coaches. Without their
commitment, FCFC wouldn't be able to offer
the broad range of football opportunities it
does.
Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.		 Para 1.20 In 2022/2023, FCFC continued to maintain
momentum - as of Spring 2022 we had 587
paid-up club members and 39 regular teams.
Notable achievements during the last year:
-
Baby Ballers: a Saturday morning
introduction to football for children
aged 3 – 11 years continues to
flourish, and has been re-badged
Little Lions and Lionesses.
-
New chair: in December 2022, our
current chair had to stand down for
personal reasons. We appointed a
new chair – Ray Pendleton – an
existing committee member as our
new chair in March 2023.
-
End of season awards event: in June
2022 the club had its first end of
season celebration event. Every
player across all age groups was
presented with a medal, and
entertainment was provided including
music, inflatables and face-painting,
all provided free of charge.
-
County FA involvement & wider
recognition: we first gained Charter
Standard Community Club status
with the FA in 2020,and continue to
maintain our accreditation.

Additional information (optional) You may choose to include further statements where relevant about:

Achievements against
objectives set		 Para 1.41 N/A
Performance of fundraising
activities against objectives
set		 Para 1.41 N/A
Investment performance
against objectives		 Para 1.41 N/A
Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period		 Para 1.21 The charity’s finances are healthy; we made
a moderate surplus and have comfortable
levels of unrestricted cash reserves at the
end of the financial period
Statement explaining the
policy for holding reserves
stating why they are held		 Para 1.22 The nature of our activities demands that we
hold reserves – different fees are due at the
start of the football season, as well as during
the football season on a regular basis.
A significant part of our reserves is also
represented by grant income we have
secured and is due to be paid out against
activities approved by the FCFC committee
over coming months.
Amount of reserves held Para 1.22 £25,231
Reasons for holding zero
reserves		 Para 1.22 N/A
Details of fund materially in
deficit		 Para 1.24 N/A
Explanation of any
uncertainties about the
charity continuing as a going
concern		 Para 1.23 N/A

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)		 Para 1.47 FCFC’s principal source of funds comes
from subscription fees paid by club
members. We seek to secure additional
income via fundraising activities and by
applying for external grant funding
Investment policy and
objectives including any
social investment policy
adopted		 Para 1.46 N/A
A description of the principal
risks facing the charity		 Para 1.46 1. A reduction in the number of
members and therefore a reduction
in the primary source of income.
2. Loss of volunteers across all levels of
FCFC therefore impacting the
delivery of the charity’s activities.
Other

Structure, Governance and Management

Description of charity’s
trusts:
Type of governing document
(trust deed, royal charter)		 Para 1.25 Foundation constitution
How is the charity
constituted?
(e.g unincorporated
association, CIO)		 Para 1.25 CIO – Charitable Incorporated Organisation
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees		 Para 1.25 Eligibility for trusteeship:
(a) Every charity trustee must be a natural
person.
(b) No individual may be appointed as a
charity trustee of the CIO:
if he or she is under the age of 18 years; or
if he or she would automatically cease to
hold office under the provisions of clause
[12(2)(e)] of the constitution.
No one is entitled to act as a charity
trustee whether on appointment or on any
re-appointment until he or she has
expressly acknowledged, in whatever way
the charity trustees decide, his or her
acceptance of the office of charity trustee.
Number of charity trustees
There should be: Not less than 3 nor more
than 12 appointed trustees.
APPOINTMENT OF CHARITY TRUSTEES
(1) Every trustee must be appointed for a
term of one year by a resolution passed at a
properly convened meeting of the charity
trustees.
(2) During each year, the charity trustees
may appoint up to 2 additional trustees.
(3) In selecting individuals for appointment
as charity trustees, the charity trustees must
have regard to the skills, knowledge and
experience needed for the effective
administration of the CIO.
RETIREMENT AND REMOVAL OF
CHARITY TRUSTEES
All trustees must retire at the next AGM, but
may stand for re-election.
DELEGATION BY CHARITY TRUSTEES
The charity trustees may delegate any of
their powers or functions to a committee

or committees, and, if they do, they shall determine the terms and conditions on which the delegation is made. The charity trustees may at any time alter those terms and conditions, or revoke the delegation.  This power is in addition to the power of delegation in the General Regulations and any other power of delegation available to the charity trustees, but is subject to the following requirements: (a) a committee may consist of two or more persons, but at least one member of each committee must be a charity trustee; (b) the acts and proceedings of any committee must be brought to the attention of the charity trustees as a whole as soon as is reasonably practicable; and (c) the charity trustees shall from time to time review the arrangements which they have made for the delegation of their powers

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction and
training of trustees		 Para 1.51 We have extensive policy & procedural
documents made available to all trustees
and committee members. These include,
e.g. Safeguarding, Player, Parent, and
manager Codes of Conduct, Complaints
procedure. All such documents are publicly
available on our club website
https://www.formbycommunityfc.com/
The charity’s organisational
structure and any wider
network with which the
charity works		 Para 1.51 FCFC currently consists of 7 Trustees.
Alongside this, a Committee of 17 members
is in place and supports the strategic and
day to day running of the football club. A
number of Committee members are also
Trustees and therefore this provides all
Trustees with oversight of the club’s ongoing
performance, health and associated risks.
Relationship with any related
parties		 Para 1.51 N/A
Other N/A

Reference and Administrative details

Charityname Formby CommunityFC
Other name the charity uses
Registered charity number 1186194
Charity’s principal address 89 Duke Street, Formby, Liverpool, L37 4AR

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee(if any)
Kristina Patricia
Hamilton		 Formby FC Committee
Martin David
Thornton		 Formby FC Committee
Andrew John
Farquhar		 Formby FC Committee
Simone Magill FormbyFC Committee
Christian Paul
Balshaw		 Formby FC Committee
Charlie James
Hayward		 Formby FC Committee
Lilian Marflitt FormbyFC Committee

– Corporate trustees names of the directors at the date the report was approved

Director name N/A

Name of trustees holding title to property belonging to the charity

Trustee name **Dates acted if not for whole year **
**N/A **

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity N/A Name and objects of the charity on whose behalf the assets are held and how this N/A falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets N/A from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of
adviser
Name
Address
Chair Raymond Pendleton 12 Langdale Close, Formby, L37 2FF

Name of chief executive or names of senior staff members (Optional information)

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Raymond Pendleton Position (eg Secretary, Chair, etc)[Chair ] Date 29/06/2023

Formby Community Football Club

1186194

CC16a

Receipts and payments accounts

For the period 1st April 2022 30th June 2023 To from

Section A Receipts and payments

A1 Receipts Unrestricted
funds
to the nearest £
79,577
-
10,729
-
1,925
719
16,701

109,651
109,651
23,065
173
7,363
5,287
4,199
631
9,361
32,871
615
-
-
2,887
215
700
14,319
101,686
101,686
7,965
-
17,266
25,231		 Restricted
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Endowment
funds
to the nearest £
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-		 Total funds
to the nearest £
79,577
-
10,729
-
1,925
719
16,701
109,651
109,651
23,065
173
7,363
5,287
4,199
631
9,361
32,871
615
-
-
2,887
215
700
14,319
101,686
101,686
7,965		 Total funds
to the nearest £
79,577
-
10,729
-
1,925
719
16,701
109,651
109,651
23,065
173
7,363
5,287
4,199
631
9,361
32,871
615
-
-
2,887
215
700
14,319
101,686
101,686
7,965		 Last year
to the nearest £
Subscriptions 79,577 34,020
Trips and event income - 2,745
Footballgrants 10,729 5,521
COVIDgrants - 7,500
Advertisingincome 1,925 -
Snack income 719 -
Other income - communitysupport 16,701 -
Sub total(Gross income for
AR)
109,651		 49,786
Total receipts
A3 Payments
49,786

Trainingand coachingcosts		 23,065 4,292
Printing,postage and stationery 173 696
Football kit 7,363 6,126
Equipment costs 5,287 4,567
Event costs 4,199 3,319
IT costs 631 952
Rents 9,361 3,722
Leaguepayments 32,871 2,660
Insurance 615 428
Bank charges - 198
COVID volunteer reimbursement - 5,560
Charitable donations 2,887 -
Snack expenses 215 -
Professional fees 700 -
Other expenses - communitysupport 14,319 -
**Sub total ** 101,686 32,520
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
32,520
7,965 - - 7,965 17,266
- - - - -
17,266 - - 17,266 -
25,231 - - 25,231 17,266

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B1 Cash funds		 Details
Total cash funds
Bank account
Cash in hand - team managers
Signature
AJ Farquhar		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
22,511
-
2,720
-
-
-
25,231
-
Print Name
ANDREW JOHN FARQUHAR		 Endowment
funds
to nearest £
-
-
-
-
Date of
approval
AJ Farquhar ANDREW JOHN FARQUHAR 29/06/2024

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/ Formby Community Football Club members of On accounts for the year June 2023 Charity no 1186194 ended (if any) Set out on pages I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the financial period ended June 30[th] 2023. Responsibilties and As the charity's trustees, you are responsible for the preparation of the basis of report 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 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 Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which give me cause to believe that in, any material respect:

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.

Signed: Date: 23/4/2024 Name: LAURENCE DAVID SEPHTON Relevant professional CIMA qualification(s) or body (if any): Address: 47 KEMBERTON DRIVE WIDNES WA8 9FD

Oct 2018

1

IER

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Oct 2018

2

IER